Community Benefit Insight - Tax-exempt hospital

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Masonicare Health Center

Masonicare Health Center

22 Masonic Avenue
Wallingford, CT 06492

Bed count	91	Medicare provider number	070039	Member of the Council of Teaching Hospitals	YES	Children's hospital	NO

EIN: 060655131

Display data for year:

Community Benefit Spending- 2021
(as % of functional expenses, which all tax-exempt organizations report on Form 990 Schedule H)

12.79%

Spending by Community Benefit Category- 2021
(as % of total functional expenses)

* = CBI denoted preventative categories

Community Benefit Spending Compared to Functional Expenses, 2010-2021

Additional data

Community Benefit Expenditures: 2021

All tax-exempt organizations file a Form 990 with the IRS for every tax year. If the tax-exempt organization operates one or more hospital facilities during the tax year, the organization must attach a Schedule H to Form 990. On Part I of Schedule H, the organization records the expenditures it made during the tax year for various types of community benefits; 9 types are shown on this web tool. By default, this web tool presents community benefit expenditures as a percentage of the organization’s functional expenses, which it reports on Form 990, Part IX, Line 25, Column A. (The more commonly heard term, ‘total operating expenses’, which organizations report to CMS, is generally about 90% of the ‘functional expenses’). The user may change the default to see the dollar expenditures.
Amount spent in the following IRS community benefit categories:

Financial Assistance at cost as % of operating expenses	$ 0 0 %
Medicaid as % of operating expenses	$ 7,119,025 12.52 %
Costs of other means-tested government programs as % of operating expenses	$ 0 0 %
Health professions education as % of operating expenses	$ 0 0 %
Subsidized health services as % of operating expenses	$ 0 0 %
Research as % of operating expenses	$ 0 0 %
Community health improvement services and community benefit operations* as % of operating expenses Note: these two community benefit categories are reported together on the Schedule H, part I, line 7e.	$ 156,434 0.28 %
Cash and in-kind contributions for community benefit* as % of operating expenses	$ 0 0 %
Community building* as % of operating expenses	$ 0 0 %

* = CBI denoted preventative categories

Community building activities details:

Did tax-exempt hospital report community building activities?	NO
Number of activities or programs (optional)	0
Physical improvements and housing	0
Economic development	0
Community support	0
Environmental improvements	0
Leadership development and training for community members	0
Coalition building	0
Community health improvement advocacy	0
Workforce development	0
Other	0
Persons served (optional)	0
Physical improvements and housing	0
Economic development	0
Community support	0
Environmental improvements	0
Leadership development and training for community members	0
Coalition building	0
Community health improvement advocacy	0
Workforce development	0
Other	0
Community building expense as % of operating expenses	$ 0 0 %
Physical improvements and housing as % of community building expenses	$ 0
Economic development as % of community building expenses	$ 0
Community support as % of community building expenses	$ 0
Environmental improvements as % of community building expenses	$ 0
Leadership development and training for community members as % of community building expenses	$ 0
Coalition building as % of community building expenses	$ 0
Community health improvement advocacy as % of community building expenses	$ 0
Workforce development as % of community building expenses	$ 0
Other as % of community building expenses	$ 0
Direct offsetting revenue	$ 0
Physical improvements and housing	$ 0
Economic development	$ 0
Community support	$ 0
Environmental improvements	$ 0
Leadership development and training for community members	$ 0
Coalition building	$ 0
Community health improvement advocacy	$ 0
Workforce development	$ 0
Other	$ 0

Other Useful Tax-exempt Hospital Information: 2021

In addition to community benefit and community building expenditures, the Schedule H worksheet includes sections on what percentage of bad debt can be attributable to patients eligible for financial assistance, and questions on the tax-exempt hospital's debt collection policy. When searching a specific tax-exempt hospital in this web tool, Section II provides information about bad debt and the financial assistance policy, and whether the state in which the tax-exempt hospital resides has expanded Medicaid coverage under the federal ACA.

Of the tax-exempt hospital’s overall operating expenses, amount reported as bad debt as % of operating expenses	$ 1,802,608 3.17 %
Is the tax-exempt hospital considered a "sole community hospital" under the Medicare program?	NO

Information about the tax-exempt hospital's Financial Assistance Policy and Debt Collection Policy
The Financial Assistance Policy section of Schedule H has changed over the years. The questions listed below reflect the questions on the 2009-2011 Schedule H forms and the answers tax-exempt hospitals provided for those years. The Financial Assistance Policy requirements were changed under the ACA. In the future, as the Community Benefit Insight web site is populated with 2021 data and subsequent years, the web tool will also be updated to reflect the new wording and requirements. In the meantime, if you have any questions about this section, we encourage you to contact your tax-exempt hospital directly.

Does the organization have a written financial assistance (charity care) policy?	YES
Did the tax-exempt hospital rely upon Federal Poverty Guidelines (FPG) to determine when to provide free or discounted care for patients?	YES
Amount of the tax-exempt hospital’s bad debt (at cost) attributed to patients eligible under the organization’s financial assistance (charity care) policy as % of operating expenses	$ 0 0 %

Did the tax-exempt hospital, or an authorized third party, take any of the following collection activities before determining whether the patient was eligible for financial assistance:
Under the ACA, states have the choice to expand Medicaid eligibility for their residents up to 138% of the federal poverty guidelines. The Medicaid expansion provision of the ACA did not go into effect until January 2014, so data in this web tool will not reflect each state's current Medicaid eligibility threshold. For up to date information, please visit the Terms and Glossary under the Resources tab.
The federal poverty guidelines (FPG) are set by the government and used to determine eligibility for many federal financial assistance programs. Tax-exempt hospitals often use FPG guidelines in their Financial Assistance policies to determine which patients will qualify for free or discounted care.
In addition to the federal requirements, some states have laws stipulating community benefit requirements as a result of tax-exemption. The laws vary from state to state and may require the tax-exempt hospitals to submit community benefit reports. Data on this web tool captures whether or not a state had a mandatory community benefit reporting law as of 2011. For more information, please see Community Benefit State Law Profiles Comparison at The Hilltop Institute.

Community Health Needs Assessment Activities: 2021

The ACA requires all 501(c)(3) tax-exempt hospitals to conduct a Community Health Needs Assessment (CHNA) every three years, starting with the hospital's tax year beginning after March 23, 2012. The 2011 Schedule H included an optional section of questions on the CHNA process. This web tool includes responses for those hospitals voluntary reporting this information. The web tool will be updated to reflect changes in these questions on the 2012 and subsequent Schedule H forms.

Did the tax-exempt hospital report that they had conducted a CHNA?	YES
Did the CHNA define the community served by the tax-exempt hospital?	YES
Did the CHNA consider input from individuals that represent the broad interests of the community served by the tax-exempt hospital?	YES
Did the tax-exempt hospital make the CHNA widely available (i.e. post online)?	YES
Did the tax-exempt hospital adopt an implementation strategy to address the community needs identified by the CHNA?	YES

Supplemental Information: 2021

This section presents qualitative information submitted by the hospital, verbatim from the 990H record.

Statement of Program Service Accomplishments
Description of the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4A (Expenses $ 50230626 including grants of $ 0) (Revenue $ 53556199)
Masonicare Health Center is a multi-level care facility. Masonicare Health Center provides services in the following areas: skilled nursing care (long-term care including memory care and rehabilitation care), geriatric medical psychiatric hospital services and assisted living and independent living apartments. During 2022, the facility's services were utilized as follows: skilled nursing, 260 licensed beds at 91.6% occupancy; geriatric medical psychiatric care, 43 licensed beds at 85.6% occupancy; assisted living, 86 apartments at 75.2% occupancy; and independent living, 93 apartments at 94.1% occupancy.

Facility Information

Schedule H (Form 990) Section C. Supplemental Information for Part V, Section B.

Schedule H, Part V, Section B, Line 3E
"The Masonicare Health Center assessment questionnaire was designed to ask respondents for prioritize the ""most important, 2nd most important, 3rd most important"" unmet need. Masonicare leadership reviewed the prioritization for reasonableness and discussed which items were appropriate for MHC follow-up. The items considered included the severity of the need, the urgency of the need and the importance of the need to the community. Based on the survey, three significant needs were identified: Access to wellness, disease prevention and on-gong mental health service; Homecare for those with limitation in their daily activities of living as it relates to mental health needs; Transportation to mental health services for those who no longer drive and/or are unable to use public transportation. With MHC's limited hospital services for the geriatric population only, the significant health needs identified are not as broad as for a typical acute care hospital."

Schedule H, Part V, Section B, Line 5 Facility , 1
Facility , 1 - MASONICARE HEALTH CENTER. MEMBERS OF THE COLLABORATIVE TEAM REPRESENTING THE COMMUNITY INCLUDED THE DIRECTOR OF THE WALLINGFORD HEALTH DEPARTMENT, THE DIRECTOR OF THE WALLINGFORD SENIOR CENTER AND THE DIRECTOR OF THE WALLINGFORD YMCA. EACH PROVIDED INPUT INTO THE DEVELOPMENT OF THE SURVEY QUESTIONS BASED ON FIRST-HAND KNOWLEDGE OF THE WALLINGFORD COMMUNITY. WITH MHC'S LIMITED HOSPITAL SERVICES FOR THE GERIATRIC POPULATION ONLY, THE SOLICITATION OF THE INPUT FROM THE COMMUNITY IS MORE TARGETED THAN A TYPICAL ACUTE CARE HOSPITAL.

Schedule H, Part V, Section B, Line 7 Facility , 1
"Facility , 1 - MASONICARE HEALTH CENTER. THE 2020 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN FOR HOSPITAL SERVICES WAS ADOPTED BY THE BOARD OF DIRECTORS ON SEPTEMBER 23, 2020. THIS DOCUMENT IS AVAILABLE AT WWW.MASONICARE.ORG BY TAKING THE FOLLOWING STEPS: - ON THE ""HOME"" PAGE, CLICK ""ABOUT"" GOING ACROSS THE TOP OF THE PAGE, TO BE DIRECTED TO THE ""ABOUT"" PAGE. - ON THE ""ABOUT"" PAGE SCROLL DOWN TO ""COMMUNITY IMPACT"" CLICK ON ""COMMUNITY IMPACT"" , SCROLL DOWN THE ""COMMUNITY IMPACT"" PAGE TO 2020 COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN AND CLICK TO OPEN THE DOCUMENT ."

Schedule H, Part V, Section B, Line 11 Facility , 1
Facility , 1 - MASONICARE HEALTH CENTER. THE SIGNIFICANT NEEDS IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA INCLUDED THE FOLLOWING: (1) ACCESS TO WELLNESS, DISEASE PREVENTION, AND ONGOING MENTAL HEALTH SERVICES (NEED BEING ADDRESSED BY MHC) - MASONICARE HEALTH CENTER (MHC) IS A PROVIDER OF THE FOLLOWING HOSPITAL SERVICES: GERIATRIC MEDICAL INPATIENT PSYCHIATRIC SERVICES, PARTICULARLY WITH A PLANNED EXPANSION OF THESE SERVICES FROM 29 TO 43 BEDS, RECEIVED CON APPROVAL ON SEPTEMBER 28, 2020. MHC DOES NOT HAVE AN EMERGENCY ROOM AND DOES NOT PROVIDE EMERGENCY SERVICES. MHC IS CONTINUALLY WORKING WITH LOCAL ACUTE CARE HOSPITALS, LOCAL SKILLED NURSING FACILITIES AND LOCAL PHYSICIANS TO BE THE LOCATION OF CHOICE FOR SENIORS WHO NEED THE GERIATRIC PSYCHIATRIC HOSPITAL SERVICE PROVIDED. MASONICARE PROMOTES THE AVAILABILITY OF ITS SERVICES THROUGH VARIOUS MEDIA OUTLETS (TELEVISION AND RADIO ADVERTISEMENTS, SOCIAL MEDIA AND THE MASONICARE WEBSITE), AS WELL AS THROUGH THE STATEWIDE OUTREACH PROGRAMS AND THE TOLL-FREE HELP LINE. MHC IS A FREQUENT PARTICIPANT IN EVENTS PROMOTING HEALTH CARE SERVICES AT THE LOCAL SENIOR CENTERS, AND MEETINGS ARE HELD PERIODICALLY WITH REPRESENTATIVES FROM THE LOCAL DEPARTMENT OF HEALTH AND HOUSING AUTHORITY. PARTICIPATION, MEMBERSHIP AND REPRESENTATION ON BOARDS OF ORGANIZATIONS SUCH AS THE UNITED WAY, LEADINGAGE CT AND THE CONNECTICUT ALZHEIMER'S ASSOCIATION SUPPORT THE WORK OF IDENTIFYING RESOURCES AND CONNECTING RESIDENTS TO NEW AND ONGOING PROGRAMS. (2) HOMECARE FOR THOSE WITH LIMITATION IN THEIR DAILY ACTIVITIES OF LIVING AS IT RELATES TO MENTAL HEALTH NEEDS. ONGOING IDENTIFICATION BY MASONICARE HEALTH CENTER OF AVAILABLE HOMECARE RESOURCES FOR MENTAL HEALTH NEEDS IS UNDERWAY. RELATIONSHIPS ARE BEING DEVELOPED WITH VARIOUS STATE AND FEDERAL FUNDED PROGRAMS, THE VETERAN'S ADMINISTRATION, THE CONNECTICUT HOMECARE PROGRAM FOR ELDERS, CONNECTICUT AGENCY ON AGING AND VARIOUS HOMECARE AGENCIES TO GATHER MORE COMPLETE INFORMATION ON AVAILABLE AT-HOME RESOURCES FOR DISTRIBUTION TO THE COMMUNITY. (3) TRANSPORTATION TO MENTAL HEALTH SERVICES FOR THOSE WHO NO LONGER DRIVE AND/OR ARE UNABLE TO USE PUBLIC TRANSPORTATION. ONGOING IDENTIFICATION BY MASONICARE HEALTH CENTER OF AVAILABLE TRANSPORTATION PROGRAMS IS UNDERWAY. RELATIONSHIPS ARE BEING DEVELOPED WITH VARIOUS ORGANIZATIONS WITH RESOURCES TO SUPPORT TRANSPORTATION INITIATIVES, INCLUDING THE CONNECTICUT DEPARTMENT OF TRANSPORTATION, AGE WELL CT, HARTRANSIT . MY PLACE CT, REACH DISABILITY SERVICES AND OTHER TO GATHER MORE COMPLETE INFORMATION ON AVAILABLE TRANSPORTATION SERVICES. THE REMAINDER OF THE NEEDS IDENTIFIED BY THE QUESTIONNAIRE WERE NOT DEEMED TO BE SIGNIFICANT.

Schedule H, Part V, Section B, Line 13 Facility , 1
Facility , 1 - MASONICARE HEALTH CENTER. A 100% DISCOUNT IS ALSO AVAILABLE FOR ALL MEDICALLY NECESSARY HOSPITAL SERVICES WHERE FOR THE PATIENT RESPONSIBILITY IN EXCESS OF 20% OF THE FAMILY HOUSEHOLD INCOME.

Schedule H, Part V, Section B, Line 15 Facility , 1
"Facility , 1 - MASONICARE HEALTH CENTER. BILLING STATEMENTS AND FOLLOW-UP CORRESPONDENCE NOTE THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AS ONE OF THE AVAILABLE ""PAYMENT OPTIONS"". CURRENT INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY FOR HOSPITAL SERVICES (AND THE RELATED PLAIN LANGUAGE SUMMARY AND APPLICATION FORM) ARE AVAILABLE AT WWW.MASONICARE.ORG BY TAKING THE FOLLOWING STEPS: - ON THE ""HOME"" PAGE, CLICK SERVICES GOING ACROSS THE TOP OF THE PAGE. - ON THE ""OUR SERVICES"" PAGE,UNDER ""HEALTH AND WELLNESS"" CLICK BEHAVIORAL HEALTH. - ON THE ""BEHAVIORAL HEALTH"" PAGE, SCROLL DOWN TO 'FORMS AND INFORMATION AND CLICK ON THE LINK FOR THE FINANCIAL ASSISTANCE APPLICATION AND POLICY FOR HOSPITAL SERVICES."

Schedule H, Part V, Section B, Line 16 Facility , 1
Facility , 1 - MASONICARE HEALTH CENTER. TRANSLATIONS OF THE FINANCIAL ASSISTANCE POLICY FOR HOSPITAL SERVICES, FINANCIAL ASSISTANCE APPLICATION FOR HOSPITAL SERVICES AND THE PLAIN LANGUAGE SUMMARY DOCUMENTS WILL BE MADE AVAILABLE IF AND WHEN THE LIMITED ENGLISH PROFICIENCY REQUIREMENTS ARE MET.

Supplemental Information

Schedule H (Form 990) Part VI

Schedule H, Part III, Line 9b Provisions on Collection Practices for Qualified Patients
Masonicare Health Center (MHC) provides financial assistance to patients who meet certain criteria under the financial assistance policy without charge, or at amounts less than established rates. According to its Financial Assistance Policy, Masonicare Health Center does not pursue extraordinary collection actions against any patients in the collection of amounts billed for hospital services.

Schedule H, Part I, Line 5a Schedule H, Part I, LIne 5a
With approximately 0.5% of total revenue coming from private pay/self pay sources, MHC does not explicitly budget for financial assistance costs.

Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care
A 100% discount is also available for all medically necessary Hospital Services where for the patient responsibility in excess of 20% of the family household income.

Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount
Masonicare Health Center (MHC) calculates the estimated allowance for doubtful accounts by applying the appropriate reserve factors based upon historical collection percentages to the various aging categories of patient accounts receivable. The provision for bad debts is the amount required to have the allowance for doubtful accounts stated at the calculated value.

Schedule H, Part III, Line 3 Bad Debt Expense Methodology
The Hospital is unable to estimate accurately the amount of bad debt expense attributable to patients eligible for free services under the financial assistance policy. Although a portion of bad debt expense may relate to patients who would qualify for charity care, a reportable figure can not be reasonably estimated.

Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote
Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. Bad debt expense for the years ending September 30, 2022 and 2021 was not significant.

Schedule H, Part III, Line 8 Community benefit methodology for determining medicare costs
The hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. The IRS does not classify this shortfall in Medicare payments as Community Benefits. However, we believe it is an important contribution made by the hospital to the health and well being of the community. The source for the amount reported on Line 6 was the Medicare cost report.

Schedule H, Part V, Section B, Line 16a FAP website
- Masonicare Health Center: Line 16a URL: www.masonicare.org/resource/financial-options;

Schedule H, Part V, Section B, Line 16b FAP Application website
- Masonicare Health Center: Line 16b URL: www.masonicare.org/resources/financial-options;

Schedule H, Part V, Section B, Line 16c FAP plain language summary website
- Masonicare Health Center: Line 16c URL: www.masonicare.org/resources/financial-options;

Schedule H, Part VI, Line 2 Needs assessment
Various committees and groups at Masonicare meet periodically to discuss the needs of the community we serve as well as the resources and services available at Masonicare and other agencies in the area. The Organization is represented at community level organizations and groups that are involved with the assessment of community needs. The Organization's resources are called upon to participate in programs and projects put together to address those needs.

Schedule H, Part VI, Line 3 Patient education of eligibility for assistance
Masonicare Health Center (MHC) informs patients and their families about financial assistance during the admission process for all hospital services. Information is posted throughout the hospital as well as on Masonicare's website and on the patient billing statement.

Schedule H, Part VI, Line 4 Community information
The community served by Masonicare Health Center's Geriatric Hospital Services is the senior population (age 60 and older) in the Wallingford and Meriden Connecticut area. Many of the individuals served by the geriatric hospital facility come from the larger senior care environment at Masonicare Health Center, with the geriatric hospital services only a small component of Masonicare Health Center's overall operation. With limited hospital services for the geriatric population only, the definition of the community served is more targeted than for a typical acute care hospital.

Schedule H, Part VI, Line 5 Promotion of community health
A majority of the organization's governing body is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Masonicare provides various health promotion and community assistance activities, including the following: Free education programs and services to individuals and families throughout Connecticut. Lunch and Learn - This program is designed to provide seniors and others with education on health and wellness. speakers are typically clinical professionals from throughout the Masonicare continuum and community experts. Masonicare has coordinated with the senior centers and libraries in the Connecticut towns of Cheshire, Meriden, North Haven and Wallingford. Masonicare Community Services - This is a statewide outreach program available to all Connecticut residents and offers information and guidance on a variety of programs and services including: - Medicare, Medicaid (Title 19), and Medicare Part D - Benefits eligibility - Caregiver assistance programs - State and Federal programs - Housing options These services are available over the phone or in the comfort of the resident's home. Masonicare Community Services also provides assistance through a Choices certified counselor for all Medicare questions regarding Medicare Advantage Plans, Part D Prescription Drug Plans and Traditional Medicare coverages. Masonicare Help Line (888) 679-9997 - This is a toll free informational phone service assisting seniors and families with a broad range of questions about senior healthcare, retirement living and much more. In addition, assistance is offered in locating and utilizing service agencies and programs in Connecticut. In the fiscal year ended September 2022 the Help Line responded to 3,060 calls from seniors and families requesting assistance. Other activities - Masonicare frequently holds blood pressure screenings and senior health fairs throughout the state, and makes its facilities available to many community organizations including the CT Commission on Aging, Senior Resources - Agency on Aging, M-Team, Healthy Wallingford, the Alzheimer's Association, Parkinson's Support Groups, Veterans Coffee Houses, and CT Department of Mental Health and Addiction Services.

Schedule H, Part VI, Line 7 State filing of community benefit report
CT

Schedule H, Part VI, Line 6 Affiliated health care system
Masonicare of Wallingford, Connecticut, is the state's leading provider of healthcare and retirement living communities for seniors. A not-for-profit with more than 100 years of experience, Masonicare is recognized for quality, compassionate care and steadfast support provided to residents and patients. Masonicare encompasses a broad range of geriatric healthcare and senior living options: Skilled nursing and rehabilitation facility - Masonicare Health Center (MHC) located in Wallingford CT. Home health and hospice services - Masonicare Home Health Hospice, our statewide healthcare and hospice affiliate, provided services to 6,174 patients in the fiscal year ended September 30, 2022 through its 3 offices (located in East Hartford, CT, Norwich, CT, and Wallingford, CT). Independent living options - Continuing care retirement communities, Masonicare at Ashlar Village (MAV) , Masonicare at Mystic (MAM) and Masonicare at Chester Village (MCV), and the Johnson, Wells, and Hawkins Apartments for individuals 55 and over located at MHC in Wallingford CT. Assisted living community - Pond Ridge located at MAV in Wallingford CT. Personal care at home - Live in, personal care attendant and homemaker services are provided in an individual's home by affiliate Masonicare at Home (MAH). A residential care home - the Leslie G. Wright Residence located at MHC in Wallingford CT.

Operating expenses	$ 56,864,289
Total amount spent on community benefits as % of operating expenses	$ 7,275,459 12.79 %