2025-05-14T12:56:13-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-07-01 850521893 MOSES-WEITZMAN HEALTH SYSTEM INC MOSE 8603476971 19 GRAND STREET MIDDLETOWN CT 06457 MARK MASSELLI PRESIDENT & CEO 8603476971 2025-05-12 1 0 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-05-12 2023 2025-03-06 01:10:19Z X MARK MASSELLI 19 GRAND STREET MIDDLETOWN CT 06457 33070095 0 X HTTPS://WWW.MWHS1.COM X 2020 CT MOSES - WEITZMAN HEALTH SYSTEM INC. (MWHS) IS THE PARENT ORG. OF AN AFFILIATED HEALTH SYSTEM 9 8 213 8 0 0 23050 1420628 14944765 31399048 60690 135519 0 114900 15028505 33070095 0 5200 0 0 10335948 20274424 0 0 0 4595165 12597742 14931113 32877366 97392 192729 11095709 14204483 10998317 13914362 97392 290121 X MOSES-WEITZMAN HEALTH SYSTEM INC. ("MWHS OR ORGANIZATION") ALONG WITH OTHER RELATED ORGANIZATIONS CONSTITUTE AN AFFILIATED HEALTH SYSTEM. THE SYSTEM'S MISSION IS FOCUSED ON PRIMARY CARE AND THE PROVISION OF QUALITY SERVICES. (SEE SCHEDULE O) MANAGEMENT EMPHASIZES INCREASED EFFICIENCIES AND A COLLABORATIVE SHARING OF PRACTICES AND OPERATIONS ACROSS THE SYSTEM. THE ORGANIZATION WAS FORMED AS A SUPPORTING ORGANIZATION TO THE HEALTH SYSTEM. 0 0 31374146 5200 31029928 BEGINNING IN 2023, MWHS PROVIDES MANAGEMENT SERVICES INCLUDING BUT NOT LIMITED TO INFORMATION TECHNOLOGY SUPPORT, HUMAN RESOURCES, FACILITIES MAINTENANCE, ADMINISTRATIVE AND OTHER CORPORATE SERVICES TO THE AFFILIATES. THESE SERVICES ARE PROVIDED BY MWHS EMPLOYEES AND INDEPENDENT CONTRACTORS. MWHS, BY TAKING ON THESE OPERATIONS IN 2023, CREATES A MORE EFFECTIVE SERVICE DELIVERY MODEL THAT ALLOWS THE AFFILIATES TO FOCUS THEIR RESOURCES ON IMPROVING AND INNOVATING THE SERVICES THEY PROVIDE. THROUGH THE SUPPORT OF THE AFFILIATES, MWHS WILL ENSURE ITS GOAL OF EXCELLENCE AND IMPROVEMENT IN PRIMARY CARE CONTINUES INTO THE FUTURE. MWHS AND ITS AFFILIATES HAVE ENTERED INTO A MANAGEMENT SERVICES AGREEMENT THAT SETS FORTH THE TERMS OF THE SERVICES BEING PROVIDED TO THE AFFILIATES AND THE COMPENSATION FOR THE SERVICES. 1503220 0 434020 THE WEITZMAN INSTITUTE (WI) ESTABLISHED BY CHCI IN 2005 AND NOW A PROGRAM WITHIN MWHS, HAS BECOME A NATIONALLY RECOGNIZED RESEARCH INSTITUTE WITH FUNDING FROM MULTIPLE PRIVATE AND PUBLIC SERVICES. THE WI DISSEMINATES THE RESULTS OF ITS RESEARCH BROADLY THROUGH PEER REVIEWED PUBLICATIONS, NATIONAL WEBINARS, AND TRAININGS INCLUDING AN ANNUAL SYMPOSIUM FEATURING NATIONALLY PROMINENT FACULTY. THE WI ALSO IS HOME TO CHCI'S QUALITY IMPROVEMENT AND POPULATION HEALTH MANAGEMENT WORK, LEADING THE ORGANIZATION'S PERFORMANCE IMPROVEMENT PLAN AND PROVIDING COACHING, DATA AND SUPPORT TO CLINICAL AND OPERATIONS STAFF IN DESIGNING AND CARRYING OUT QUALITY IMPROVEMENT ACTIVITIES. THE WI HAS AN OFFICE IN WASHINGTON, DC WITH A POLICY FOCUS AND IS HOME TO A HEALTH POLICY FELLOWSHIP. THE WI ALSO CONTINUES TO TRAIN PROVIDERS ALL ACROSS THE COUNTRY CURRENTLY IN PRACTICE THROUGH ITS MENU OF "PROJECT ECHO" CLINICAL EDUCATION AND SUPPORT WEBINARS IN CLINICAL AREAS OF HIGH COMPLEXITY. 32877366 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 65 0 1 213 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARK MASSELLI 8603476971 19 GRAND STREET MIDDLETOWN CT 06457 MARK MASSELLI PRESIDENT & CEO 2.00 52.10 X X 0 826240 56657 SANDRA MICALIZZI DIRECTOR 0.50 2.00 X 0 0 0 ANGELA ANTHONY SECRETARY 0.50 2.00 X X 0 0 0 ROSA VENTURA DIRECTOR 0.50 2.00 X 0 0 0 MARY GUZMAN DIRECTOR 0.50 2.00 X 0 0 0 CAROL MAGNER - MITCHELL DIRECTOR 0.50 2.00 X 0 0 0 JILL MACONI TREASURER 0.50 2.00 X X 0 0 0 TERRY DANAHER VICE CHAIRPERSON 0.50 2.00 X X 0 0 0 GARY REID CHAIRPERSON 0.50 6.00 X X 0 0 0 MEREDITH JOHNSON COO 40.00 0.00 X 345998 6052 20691 JASON PNIEWSKI CFO 2.00 52.10 X 244848 3575 31985 KATHI TOURJEE VP OF HR 40.00 0.00 X 249641 4292 17334 LISA AVELLINO CHIEF INFORMATION TECHNOLOGY OFFICER 40.00 0.00 X 275304 5097 31798 LESLIE GIANELLI VICE PRESIDENT OF COMMUNICATIONS 40.00 0.00 X 243242 4522 28538 KAROLINE OLIVEIRA CHIEF CLINICAL EXCELLENCE OFFICER 40.00 0.00 X 269308 4983 24268 APRIL JOY DAMIAN VP AND DIRECTOR, WEITZMAN INSTITUTE 40.00 0.00 X 304247 4561 38024 JESSICA WELT-BETENSKY VICE PRESIDENT OF DEVELOPMENT 20.00 20.00 X 217612 0 39538 MARK KEELEY FORMER CFO 0.00 0.00 X 195390 5390 4394 2345590 864712 293227 41 1 1 0 ALKU TECHNOLOGIES PO BOX 844649 BOSTON MA 02284 SOFTWARE CONSULTANTS 709974 MICHIGAN MEDICAL ADVANTAGE GROUP 39555 ORCHARD HILL PLACE NOVI MI 48375 TEMP IT SUPPORT 441515 CROWN CASTLE FIBER LLC PO BOX 27135 NEW YORK NY 10087 ETHERNET MAINTENANCE SERVICES 312903 TALENT GROUPS FKA QUEEN CONSULTING GROUP 701 HEBRON AVE GLASTONBURY CT 06033 TEMPORARY HELP 259475 POINTCLEAR SOLUTIONS 908 MERCHANTS WALK SW HUNTSVILLE AL 358015248 IT SUPPORT 247995 23 180222 1240406 1420628 MANAGEMENT SERVICES 541610 31029928 31029928 WEITZMAN INSTITUTE 611600 369120 369120 31399048 135519 135519 SETTLEMENT INCOME 900099 50000 50000 INTERCOMPANY CONSULTING 541610 45000 45000 TRAINING INCOME 611430 19900 19900 114900 33070095 31463948 0 185519 5200 5200 1005175 1005175 62152 62152 14740921 14740921 898458 898458 2331464 2331464 1236254 1236254 594916 594916 144000 144000 3184376 3184376 298550 298550 1136947 1136947 4576464 4576464 136984 136984 86589 86589 365623 365623 113376 113376 REPAIRS AND EQUIPMENT 1051420 1051420 RECRUITMENT EXPENSE 769690 769690 DUES AND LICENSES 59684 59684 MEDICAL RECORDS 46680 46680 32443 32443 32877366 32877366 0 0 654093 501905 3060690 3196209 0 63489 69845 57326 1306220 2002712 2531655 504920 1678003 2026735 4326858 6356107 11095709 14204483 2959599 4012108 35239 844157 8003479 9058097 10998317 13914362 X 97392 290121 97392 290121 11095709 14204483 192729 0 X X 0 1 X 1 0 X X 4 COMMUNITY HEALTH CENTER INC 060897105 7 1 0 29761522 COMMUNITY ECONSULT NETWORK INC 810690892 7 1 0 674897 NATIONAL INSTITUTE FOR MEDICAL ASST 813293048 2 0 0 398803 NAT'L NURSE PRACT RESIDENCY & FELLOWSHIP TRAINING CONSORT 475041001 10 0 0 92031 4 0 30927253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 1 THE CERTIFICATE OF ORGANIZATION FOR MWHS INDICATES THAT IT EXISTS TO SUPPORT ORGANIZATIONS THAT SUPPORT AND WORK TO CARRY OUT THE CORPORATION'S MISSION INCLUDING COMMUNITY HEALTH CENTER, INCORPORATED, COMMUNITY ECONSULT NETWORK, INC. AND OTHER AFFILIATES". WHILE ITS OTHER TWO SUPPORTED ORGANIZATIONS, NATIONAL INSTITUTE FOR MEDICAL ASSISTANT ADVANCEMENT, INC. AND NATIONAL NURSE PRACTITIONER RESIDENCY AND FELLOWSHIP TRAINING CONSORTIUM, ARE NOT SPECIFICALLY NAMED IN THE CERTIFICATE OF ORGANIZATION, THEY HAVE HELD AN HISTORICAL AND CONTINUING RELATIONSHIP WITH MWHS AS AFFILIATED ORGANIZATIONS UNDER COMMON CONTROL, AND DUE TO RECENT CHANGES IN THE ORGANIZATIONAL STRUCTURE, NOW HAVE MWHS AS THEIR SOLE MEMBER, WITH THE INTENT OF BEING SUPPORTED BY MWHS GOING FORWARD. PART IV, SECTION D, LINE 3 MWHS SHARES COMMON OFFICERS AND BOARD MEMBERS WITH ITS SUPPORTED ORGANIZATIONS, WHICH GIVES THOSE ORGANIZATIONS A SIGNIFICANT VOICE IN MWHS'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF MWHS'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR. PART I, LINE 12G & PART IV, SECTION E, LINE 2A MWHS PROVIDES THE BACK OFFICE SUPPORT SERVICES TO CHC INC, NIMAA, NNPRFTC, AND CECN INCLUDING: IT, HUMAN RESOURCES, FINANCE, OPERATIONS AND LEGAL THAT ASSIST WITH THE DAY TO DAY RUNNING OF EACH OF THESE OTHER ORGANIZATIONS. THE PROVISION OF THESE SERVICES MAKES UP SUBSTANTIALLY ALL OF MWHS'S ACTIVITIES, CONSTITUTING APPROXIMATELY 98.82% OF TOTAL PROGRAM REVENUES. PART IV, SECTION E, LINE 2B BY TAKING ON THESE OPERATIONS IN 2023, MWHS CREATED A MORE EFFECTIVE SERVICE DELIVERY MODEL THAT ALLOWS ITS SUPPORTED ORGANIZATIONS TO FOCUS THEIR RESOURCES ON IMPROVING AND INNOVATING THE SERVICES THEY PROVIDE. BUT FOR MWHS'S INVOLVEMENT, CHCI, NIMAA, NNPRFTC, AND CECN WOULD NEED TO CONDUCT THESE ACTIVITIES THEMSELVES AS PART OF THEIR ESSENTIAL MANAGEMENT FUNCTIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2473655 504920 1968735 58000 58000 2026735 DUE FROM RELATED 501(C)(3) ENTITIES 6300933 UNEMPLOYMENT FUND DEPOSIT 55174 6356107 DUE TO RELATED 501(C)(3) ENTITIES 9002923 UNEMPLOYMENT FUND LIABILITY 55174 9058097 X PART X, LINE 2: EXCERPT FROM NOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR MOSES-WEITZMAN HEALTH SYSTEM, INC. - MWHS AND IT'S AFFILIATES HAVE RECEIVED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER FASB ASC 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS REVIEWED THE ORGANIZATION'S REPORTING AND BELIEVE THEY HAVE NOT TAKEN TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE DETERMINED TO BE INCORRECT BY THE INTERNAL REVENUE SERVICE AND THEREFORE, NO ADJUSTMENTS OR DISCLOSURES ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. 0 0 0 0 0 0 0 1 0 MARK MASSELLI PRESIDENT & CEO 0 615673 0 182060 0 28507 0 21923 0 34734 0 882897 0 0 MEREDITH JOHNSON COO 313038 6032 10000 0 22960 20 20691 0 0 0 366689 6052 0 0 APRIL JOY DAMIAN VP AND DIRECTOR, WEITZMAN INSTITUTE 264013 4552 25000 0 15234 9 22115 385 14951 573 341313 5519 0 0 LISA AVELLINO CHIEF INFORMATION TECHNOLOGY OFFICER 264344 5055 10000 0 960 42 19115 0 12683 0 307102 5097 0 0 KAROLINE OLIVEIRA CHIEF CLINICAL EXCELLENCE OFFICER 249223 4960 10000 0 10085 23 15600 0 8668 0 293576 4983 0 0 JASON PNIEWSKI CFO 239313 3558 0 0 5535 17 19740 310 11027 908 275615 4793 0 0 LESLIE GIANELLI VICE PRESIDENT OF COMMUNICATIONS 231800 4459 10000 0 1442 63 18069 0 10469 0 271780 4522 0 0 KATHI TOURJEE VP OF HR 237174 4185 10000 0 2467 107 0 0 16036 1298 265677 5590 0 0 JESSICA WELT-BETENSKY VICE PRESIDENT OF DEVELOPMENT 202310 0 15000 0 302 0 0 0 39538 0 257150 0 0 0 MARK KEELEY FORMER CFO 165804 5270 0 0 29586 120 2962 423 942 67 199294 5880 0 0 PART I, LINE 3 A RELATED ORGANIZATION PAYS THE CEO USING THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY/STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 7 THE ORGANIZATION PAID DISCRETIONARY BONUSES DURING FISCAL YEAR 2024. ALL BONUSES WERE DETERMINED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF MWHS PREPARES FORM 990 WITH THE ASSISTANCE OF AN INDEPENDENT ACCOUNTING FIRM. EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COMPLETE COPY OF THE 990 FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE OF MWHS HAS A DUTY TO MAKE FULL DISCLOSURE OF ANY SITUATION IN WHICH HIS OR HER PRIVATE INTERESTS CREATE A CONFLICT OR POTENTIAL CONFLICT WITH THOSE OF MWHS. IT IS IMPORTANT TO REMEMBER THAT AN APPEARANCE OF CONFLICT MAY BE JUST AS DAMAGING TO MWHS'S REPUTATION AS A REAL CONFLICT. IN ORDER THAT THERE IS A COMMON UNDERSTANDING OF THE IMPORTANCE OF THESE MATTERS, EACH EMPLOYEE SHALL BE REQUESTED TO SIGN A COMPLIANCE FORM AS AN INDICATION OF UNDERSTANDING AND COMPLIANCE. THE COMPLIANCE FORM IS PART OF THE EMPLOYEE HANDBOOK AND EACH EMPLOYEE RECEIVES AND ACKNOWLEDGES FOLLOWING ALL OF THE POLICIES WITHIN THE HANDBOOK INCLUDING THE COMPLIANCE FORM. ACTIVITIES PROHIBITED TO AN EMPLOYEE SHALL NOT BE DONE, OR KNOWINGLY PERMITTED TO BE DONE, INDIRECTLY THROUGH RELATIVES, FRIENDS OR OTHERWISE. MWHS HAS ADOPTED CONFLICTS OF INTEREST POLICIES APPLICABLE TO ITS BOARD OF DIRECTORS AND ITS EMPLOYEES WHICH ARE FULLY INCORPORATED INTO, AND MADE A PART OF ITS COMPLIANCE PROGRAM. ON AN ANNUAL BASIS CONFLICT OF INTEREST FORMS ARE COMPLETED BY OFFICERS, DIRECTORS AND TRUSTEES AND REVIEWED BY THE LEGAL DEPARTMENT OF MWHS AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. IF THERE IS A CONFLICT OF INTEREST, THE INDIVIDUAL WILL RECUSE THEMSELF FROM ALL DISCUSSIONS RELATING TO THE POTENTIAL ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE PROCESS TO DETERMINE COMPENSATION FOR THE TOP OFFICIAL INCLUDES THE USE OF AN INDEPENDENT COMPENSATION CONSULTANT, AND THE REVIEW OF FORM 990 INFORMATION FROM OTHER IDENTIFIED COMPARABLE ORGANIZATIONS. AFTER THIS REVIEW WAS COMPLETE, THE BOARD DISCUSSED AND APPROVED THE COMPENSATION. LINE 15B: THE PROCESS TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS INCLUDES A COMPENSATIONS STUDY/SURVEY, WHICH THEN GOES TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST WITHIN A REASONABLE AMOUNT OF TIME. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHC REALTY II INC 19 GRAND STREET MIDDLETOWN CT 06457 821653914 SUPPORT CT 501(C)(3) LINE 12A, I CHC 1 CHC REALTY INC 19 GRAND STREET MIDDLETOWN CT 06457 274296337 SUPPORT CT 501(C)(3) LINE 12A, I CHC 1 CHC1 MEDIA INC 19 GRAND STREET MIDDLETOWN CT 06457 453784467 SUPPORT CT 501(C)(3) LINE 12A, I CHC 1 CHILD GUIDANCE CENTER OF SOUTHERN CONNECTICUT INC 19 GRAND STREET MIDDLETOWN CT 06457 060712058 SUPPORT CT 501(C)(3) LINE 12A, I CHC 1 COMMUNITY ECONSULT NETWORK INC 19 GRAND STREET MIDDLETOWN CT 06457 810690892 MEDICAL CT 501(C)(3) LINE 7 MWHS 1 COMMUNITY HEALTH CENTER INC 19 GRAND STREET MIDDLETOWN CT 06457 060897105 MED/SCO CT 501(C)(3) LINE 7 MWHS 1 NATIONAL INSTITUTE FOR MEDICAL ASSISTANT ADVANCEMENT INC 19 GRAND STREET MIDDLETOWN CT 06457 813293048 TRAINING CT 501(C)(3) LINE 2 MWHS 1 NATIONAL NURSE PRACTITIONER 19 GRAND STREET MIDDLETOWN CT 06457 475041001 TRAINING CT 501(C)(3) LINE 10 MWHS 1 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 0 0 1 1 NAT'L NURSE PRACT RESIDENCY & FELLOWSHIP TRAINING CONSORT L 92031 COST NATIONAL INSTITUTE FOR MEDICAL ASST R 136057 COST COMMUNITY ECONSULT NETWORK INC L 739897 COST NATIONAL INSTITUTE FOR MEDICAL ASST L 398803 COST COMMUNITY ECONSULT NETWORK INC S 218667 COST COMMUNITY HEALTH CENTER INC L 29761522 COST COMMUNITY HEALTH CENTER INC O 1567472 COST COMMUNITY HEALTH CENTER INC S 31726725 COST COMMUNITY HEALTH CENTER INC R 209277 COST