irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $3.66MWILEY HALL RESIDENTIAL ADULT CARE HAS 80 BEDS FOR MODERATE HEALTHCARE NEEDS AND PROVIDES ROOM, BOARD AND PERSONAL CARE SERVICES IN A COMMUNITY-BASED ATMOSPHERE. LIFE AT WILEY HALL IS STIMULATING AND REWARDING THANKS TO DAILY ACTIVITIES, PROGRAMS AND OFF-SITE TRIPS. A FULL-TIME MEDICAL STAFF IS ON-SITE WITH DOCTORS ON CALL. OTHER WILEY HALL SERVICES INCLUDE A HEALTHCARE CLINIC, OPHTHALMOLOGY, DENTISTRY, PODIATRY, PLUS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES.
- #2 $5.81MACACIA VILLAGE OFFERS THE BEST IN RETIREMENT LIVING, COMPLETE WITH A LONG LIST OF COMFORTS AND CONVENIENCES, SERVICES AND AMENITIES. OUR 135 MODERN SPACIOUS APARTMENTS, COTTAGES AND GARDEN HOMES FEATURE A VARIETY OF AMENITIES. AT ACACIA VILLAGE, TENANTS HAVE PRIORITY ACCESS TO THE COMPREHENSIVE CONTINUUM OF CARE AVAILABLE ON THE MASONIC CAMPUS.
named programs · 4 · from sources
What they call their work
Acacia Home Care
Provides home health services including skilled nursing, therapy, and personal care, with insurance coordination and private pay options.
Acacia Village
Offers 135 independent living apartments, cottages, and garden homes with amenities and priority access to the Masonic Care continuum of care.
Masonic Care Community Child Care Center
Licensed childcare center serving children ages 6 weeks to 5 years, open to the public regardless of Masonic affiliation.
Wiley Hall Residential Adult Care
Provides 80-bed residential adult care with room, board, personal care services, and access to on-site medical staff and therapies in a community-based setting.
activities · 11 groups
What they do
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Continuing Care Retirement Communities 3 activities
- Assisted living residential careOperates an assisted living setting providing support with activities of daily living, meals, housekeeping, medication management, transportation, and social activities for seniors.
- Independent living housing for seniorsProvides independent living housing with access to meals, housekeeping, transportation, and social and wellness programs for active seniors, offered through Acacia Village with 135 units including apartments, cottages, and garden homes.
- Residential care facility operationsOperates a long-standing residential care community in Utica, NY, providing adult care services to more than 500 elders, with a history of service since 1893 to tens of thousands of individuals.
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Comprehensive Care Management Services 1 activity
- Admissions support and resident placementProvides admissions support to families navigating the PRI/SCREEN assessment process for nursing home placement and uses assessment data to place residents in personalized facility neighborhoods based on clinical and personality needs.
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Early Childhood Education & Development Programs 1 activity
- Child care services for young childrenOperates a New York State-licensed child care center providing services to children ages 6 weeks to 5 years, including administration of controlled and emergency medications when authorized and staff are MAT certified.
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Home Care Services for Elderly and Disabled 1 activity
- Home care and home health servicesDelivers home care and home health services to seniors in their own homes, supporting recovery after hospitalization or surgery, and providing ongoing personal care.
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Direct Clinical Care Services 1 activity
- On-site medical and clinical servicesEmploys on-site physicians and clinical staff as part of a healthcare team in long-term care facilities, delivering therapies and medical oversight to residents.
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Short-Term Rehabilitation Therapy 1 activity
- Rehabilitation services for seniorsOffers inpatient and outpatient rehabilitation services, including short-term and long-term specialized programs, to help seniors regain function after illness, injury, or surgery, using state-of-the-art equipment.
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Skilled Nursing and Rehabilitation Facilities 1 activity
- Skilled nursing care for seniorsProvides 24-hour skilled nursing care and medical supervision in a long-term care facility for individuals with complex medical conditions or those requiring post-hospital rehabilitation, emphasizing dignity, respect, and quality of life.
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Caregiver Support for Dementia and Aging 1 activity
- Specialized memory care for individuals with dementiaOffers secure environments and trained staff for individuals with dementia or memory impairments, including personalized neighborhood placement based on clinical and personality assessments.
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Medical Professional Education & Training 1 activity
- Staff training and professional developmentConducts comprehensive onboarding and ongoing education for staff, including monthly multidisciplinary orientation programs, department-specific mentoring, CPR and First Aid training, clinical competency development, CNA continuing education, and internship opportunities for nursing students.
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Non-Emergency Medical & Essential Transportation 1 activity
- Transportation and medical accompaniment for residentsProvides transportation and accompaniment by personal care aides for residents to off-site specialist medical appointments.
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Senior Social & Enrichment Programming 1 activity
- Wellness and cognitive engagement programs for seniorsOffers wellness programs, heart-healthy meals, cognitive and recreational programming, and lifelong learning resources, including card games and digital tools like Radio Garden for global music exploration, to support physical and mental health.
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financials · form 990 · fy2024
revenue
Total revenue$46.36M
Contributions & grants$446K1%
Program service revenue$42.31M91%
Investment income$9.43M20%
Other revenue$-5.82M
expenses
Total expenses$59.79M
Program expenses79%
Admin / overhead21%
Fundraising0%
Salaries & benefits$35.18M
Grants paid out$697K
Largest expense lineCompensation
balance sheet
Total assets$344.82M
Cash$4.38M
Investments$162.58M
Liabilities$62.44M
Net assets$282.38M
Liquid reserves33.5 mo
4 years on record · 2020–2024 · YoY revenue +18.4%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 5
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| FLORIN OLTEANU | MEDICAL DIRECTOR | 40 | $337K |
| ELIF ERIM | ASSOCIATE MEDICAL DIRECTOR | 40 | $336K |
| ROBERT RAFFLE | EXECUTIVE DIRECTOR | 38 | $316K |
| DENISE WRIGHT-SCOTT | COO OF NYC REGION | 40 | $247K |
| TAMARA FONTAINE | ADMINISTRATOR | 40 | $181K |
board members · 9
- ALONZA LLOYD — TRUSTEE
- CHRISTOPHER HOUGH — TRUSTEE
- DAVID SPENCER — SECRETARY
- G MICHAEL MORRIS — PRESIDENT
- GEORGE FILIPPIDIS — TRUSTEE
- KEITH HEINRICH — TRUSTEE
- MICHAEL J SIEGEL — VICE PRESIDENT
- NATHAN D LIPPER — TREASURER
- STEVE COHEN — TRUSTEE
relationships · 13
Who they work with
- AARP Network — References AARP in the context of AgeTech, indicating alignment with or recognition of its initiatives for aging populations.
- AARP Network — References AARP's AgeTech initiative in discussing technology for aging populations.
- Adirondack Bank Center at the Utica Memorial Auditorium Partner — Identified as a key venue in Utica that hosts community events and contributes to local life.
- CMS Government — Subject to CMS's Five-Star Quality Rating System for nursing home care.
- Masonic Care Community Network — TRUSTEES OF MASONIC HALL AND ASYLUM FUND operates as part of the Masonic Care Community, a multilevel long-term care residential community.
- Masonic Care Community Network — TRUSTEES OF MASONIC HALL AND ASYLUM FUND operates the Masonic Care Community as part of its services.
- Masonic Care Community Partner — Provides skilled nursing, rehabilitation, and home care services in partnership with Trustees of Masonic Hall and Asylum Fund.
- Mid York Library System Partner — Provides digital library access to residents through the Libby app
- New York State Office of Children and Family Services Government — Licensing authority for the MCC Child Care Center.
- Stanley Theatre Partner — Recognized as a cultural landmark that contributes to the shared community identity in Utica, NY.
- Union Station Partner — Recognized as a symbol of Utica's pride and historical significance.
- Utica Public Library Partner — Collaborates to provide digital audiobook access to residents via the Libby app
- Wynn Hospital Partner — Coordinates with hospital staff for PRI/SCREEN assessments during patient discharge planning.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Continuum of Care Modelmethodology: continuum_of_careBy offering a seamless progression of services from independent living to skilled nursing and rehabilitation, we support long-term resident well-being and retention because it reduces disruption during health transitions and fosters trust through continuity of care.
- Holistic Elder Care Integrating Mind, Body, and Social Well-Beingmethodology: holistic_careBy addressing emotional, cognitive, and social needs alongside physical health—through practices like gratitude, lifelong learning, and social connection—we promote sustained wellness because these factors are interdependent drivers of resilience in older adults.
- Interdisciplinary Team Approach to Comprehensive Care Planningmethodology: interdisciplinary_care_teamBy coordinating nursing, dietary, rehabilitation, and social services professionals in care planning, we ensure more accurate, responsive, and comprehensive support because diverse expertise leads to earlier identification and intervention of complex needs.
- Person-Centered, Resident-Directed Caremethodology: resident-directed careBy tailoring care to individual preferences, independence levels, and personality traits—such as through the Household Model—we improve engagement and emotional well-being because residents experience greater dignity, choice, and social connection.
- Values-Based Care Rooted in Masonic Principlesmethodology: values-based_careBy grounding care in the Masonic values of brotherly love, relief, truth, and integrity, we foster a culture of compassion and trust because these shared ethical commitments shape staff behavior and deepen resident-staff relationships.