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Nonprofiteer
← MHS PRIMARY CARE INC

Form 990 for tax year 2024

Filed by MHS PRIMARY CARE INC.

Totals

Total revenue
$45,209,939
Total expenses
$66,761,244
Contributions and grants received
$23,035
Grants paid
$2,550
Program service revenue
$45,186,904
Investment income
$0
Other revenue
$0
Total assets, end of year
$24,153,484
Total liabilities, end of year
$24,105,647
Net assets or fund balances, end of year
$47,837
Program services expenses (Part IX)
$58,971,395
Management and general expenses
$7,789,849
Fundraising expenses
$0
Program service expenses (Part III)
$58,971,395

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $23,035

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $42,392,962 · related or exempt $42,392,962

  • 2b · Program service revenue: ANCILLARY REVENUES

    total $2,793,942 · related or exempt $2,793,942

  • 6a · Gross rents

    real property $18,807

  • 6b · Less rental expenses

    real property $18,807

  • 6c · Rental income or loss

    real property $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,550 · program services $2,550

  • 5 · Compensation of officers, directors and key employees

    total $503,936 · program services $302,362 · management and general $201,574

  • 7 · Other salaries and wages

    total $42,529,259 · program services $39,135,550 · management and general $3,393,709

  • 8 · Pension plan contributions

    total $1,840,069 · program services $943,442 · management and general $896,627

  • 9 · Other employee benefits

    total $3,085,172 · program services $2,726,534 · management and general $358,638

  • 10 · Payroll taxes

    total $2,667,685 · program services $2,443,234 · management and general $224,451

  • 11a · Fees: management

    total $162,876 · management and general $162,876

  • 11b · Fees: legal

    total $270 · management and general $270

  • 11c · Fees: accounting

    total $25,692 · management and general $25,692

  • 11g · Fees: other

    total $2,938,218 · program services $2,054,243 · management and general $883,975

  • 12 · Advertising and promotion

    total $101,847 · program services $99,105 · management and general $2,742

  • 13 · Office expenses

    total $228,303 · program services $148,239 · management and general $80,064

  • 14 · Information technology

    total $904,188 · program services $114,315 · management and general $789,873

  • 16 · Occupancy

    total $4,118,744 · program services $4,118,744

  • 17 · Travel

    total $80,326 · program services $36,089 · management and general $44,237

  • 19 · Conferences, conventions and meetings

    total $140,110 · program services $118,149 · management and general $21,961

  • 20 · Interest

    total $44,788 · program services $44,788

  • 22 · Depreciation, depletion and amortization

    total $846,055 · program services $846,055

  • 23 · Insurance

    total $1,848,460 · program services $1,159,340 · management and general $689,120

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $4,480,405 · program services $4,480,306 · management and general $99

  • 24b · Other expenses: DUES

    total $142,637 · program services $141,622 · management and general $1,015

  • 24c · Other expenses: BEDDING LINEN

    total $33,977 · program services $33,782 · management and general $195

  • 24d · Other expenses: EMPLOYEE RELATIONS

    total $14,104 · program services $11,080 · management and general $3,024

  • 24e · All other expenses

    total $21,573 · program services $11,866 · management and general $9,707

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,240 · end of year $4,240

  • 2 · Savings and temporary cash investments

    beginning of year $131,119 · end of year $1,395,165

  • 4 · Accounts receivable

    beginning of year $2,134,061 · end of year $2,890,160

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $27,000

  • 10a · Land, buildings and equipment: cost or other basis

    $17,070,764

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,179,760

  • 10c · Land, buildings and equipment, net

    beginning of year $5,990,721 · end of year $7,891,004

  • 14 · Intangible assets

    beginning of year $0 · end of year $168,111

  • 15 · Other assets

    beginning of year $9,805,949 · end of year $11,777,804

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,893,227 · end of year $5,121,078

  • 19 · Deferred revenue

    beginning of year $0 · end of year $56,683

  • 24 · Unsecured notes and loans payable

    beginning of year $1,000,000 · end of year $2,889,935

  • 25 · Other liabilities

    beginning of year $12,717,567 · end of year $16,037,951

  • 27 · Net assets without donor restrictions

    beginning of year -$544,704 · end of year $47,837

Mission and programs · 2024

Mission

ALL MHSPC PROVIDERS ARE DEDICATED COMMUNITY HEALTHCARE PROFESSIONALS WHOSE TOP PRIORITY IS PROVIDING PATIENTS AND THEIR FAMILIES WITH THE VERY BEST CARE POSSIBLE WITH MANY PHYSICIANS WITH UNIQUE SPECIALTIES.

Activities or mission (Part I)

TO PROVIDE PATIENT-CENTERED COMPASSIONATE CARE TO ALL MEMBERS OF OUR COMMUNITY (SEE SCHEDULE O)ALL MHSPC PROVIDERS ARE DEDICATED COMMUNITY HEALTHCARE PROFESSIONALS WHOSE TOP PRIORITY IS PROVIDING PATIENTS AND THEIR FAMILIES WITH THE VERY BEST CARE POSSIBLE WITH MANY PHYSICIANS WITH UNIQUE SPECIALTIES.WE BELIEVE THAT OUR PATIENTS DESERVE COORDINATED CARE, AND WE ARE PROUD TO BE A PART OF MIDDLESEX HEALTH WHICH GIVES OUR PATIENTS ACCESS TO SOME OF CONNECTICUT'S TOP SPECIALISTS AND FACILITIES.OUR MISSION IS TO PROVIDE AN EXCEPTIONAL, SAFE, HIGH-QUALITY PRIMARY CARE EXPERIENCE AS THE CORNERSTONE OF MIDDLESEX HEALTH. OUR VISION IS TO BE THE CLEAR, FIRST CHOICE FOR PRIMARY CARE IN THE COMMUNITIES WE SERVE.WE PROVIDE ALL OUR SERVICES BASED ON OUR CORE VALUES:-CARING: DELIVER TEAM-BASED, COMPASSIONATE CARE THAT EXCEEDS EXPECTATIONS.-ACCESS: FULFILL PATIENT AND FAMILY NEEDS.-RESPECT: VALUE OUR PATIENTS AND STAFF.-EXCELLENCE: PURSUE CLINICAL AND SERVICE EXCELLENCE.

  • MHS PRIMARY CARE OFFICES PROVIDE PATIENTS WITH SKILLED PRIMARY CARE PHYSICIANS, ADVANCED PRIMARY CARE, DIAGNOSIS AND TREATMENT. THERE ARE ELEVEN OFFICES LOCATED IN CHESTER, CROMWELL, DURHAM, EAST HADDAM, ESSEX, MADISON, MIDDLETOWN, OLD SAYBROOK, PORTLAND, AND WESTBROOK, CT.IN MARCH 2020, THE PRESIDENT OF THE UNITED STATES ISSUED A PROCLAMATION DECLARING A NATIONAL EMERGENCY CONCERNING THE NOVEL CORONAVIRUS (COVID-19) OUTBREAK. MHS PRIMARY CARE CONTINUED TO BE A VITAL SUPPORT TO THE COMMUNITY AS IT STRUGGLED WITH COVID-19 AND CONTINUED TO PROVIDE CARE TO ALL PATIENTS EITHER IN PERSON OR THROUGH VIRTUAL VISITS. IN A SUPPLEMENTAL ROLE, SEVERAL OF THE MHS PRIMARY CARE OFFICES PROVIDED COVID-19 VACCINES AND OR COVID-19 TESTING.

    Expenses $29,517,655 · Revenue $26,094,647

  • MHS SURGICAL ALLIANCE IS A TEAM OF THE MOST HIGHLY SKILLED AND EXPERTLY TRAINED SURGICAL SPECIALISTS AND SUB-SPECIALISTS IN THE MIDDLESEX COUNTY, CT AREA. THESE SURGEONS, MANY OF WHOM ARE PROFESSORS AND PUBLISHERS IN THEIR AREA OF EXPERTISE, HAVE DECADES OF COMBINED EXPERIENCE IN PERFORMING A WIDE RANGE OF COMPLEX GYNECOLOGIC, THORACIC SURGERY, COLORECTAL SURGERY, BREAST AND GENERAL SURGICAL PROCEDURES. THERE ARE TWO MAIN OFFICES IN MIDDLETOWN AND SATELLITE OFFICES IN MADISON, WESTBROOK, NEW LONDON, AND MARLBOROUGH.

    Expenses $12,940,766 · Revenue $5,085,264

  • MHS URGENT CARE OFFICES PROVIDE PATIENTS WITH CONVENIENT AND LOW-COST CARE FOR NON-LIFE-THREATENING ISSUES SUCH AS COLDS, COUGHS, EARACHES, MODERATE FEVERS, MINOR CUTS, BRUISES, SEVERE SPRAINS AND MORE. THERE IS ONE URGENT CARE SITE IN MIDDLETOWN AND A SECOND URGENT CARE SITE IN OLD SAYBROOK.MHS URGENT CARE'S ACTIVITIES EXPANDED IN 2020 TO AID WITH THE INTERNATIONAL PANDEMIC SURROUNDING COVID-19. ASIDE FROM BEING ON THE FOREFRONT OF MAINTAINING ALL CDC PROTOCOLS TO PROTECT PATIENTS DURING THE CRISIS MHS URGENT CARE HELPED THE COMMUNITY BY PERFORMING COVID-19 TESTING.

    Expenses $3,455,500 · Grants $2,550 · Revenue $3,109,200

  • UROLOGY: UROLOGICAL PROBLEMS AND CONDITIONS CAN BE A SENSITIVE SUBJECT. AS A PATIENT, YOU WANT A UROLOGY TEAM WITH SPECIALISTS DEDICATED TO PROVIDING CARE THAT IS BOTH EFFECTIVE AND DESIGNED TO MEET YOUR INDIVIDUAL NEEDS. AT MIDDLESEX HEALTH, OUR UROLOGY TEAM PROVIDES THE MOST ADVANCED, SENSITIVE CARE IN A WELCOMING AND PRIVATE ENVIRONMENT. OUR BOARD-CERTIFIED UROLOGISTS PROVIDE PERSONALIZED EVALUATION AND TREATMENT OF UROLOGICAL PROBLEMS, INCLUDING THOSE OF THE URINARY SYSTEM IN CHILDREN AND ADULTS, AND THOSE OF THE REPRODUCTIVE SYSTEM IN MEN. PALLIATIVE CARE: THE PALLIATIVE CARE PROGRAM PREVENTS AND EASES THE SUFFERING AND STRESS ASSOCIATED WITH ILLNESS AND AIMS TO IMPROVE THE QUALITY OF LIFE FOR EACH PATIENT TREATED.

    Expenses $13,057,474 · Revenue $10,897,793

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID C BENOIT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • VINCENT CAPECE JR

    PRESIDENT/CEO/DIRECTOR

    Total calculated
    $1,714,932
    From this org
    $0
    From related orgs
    $1,377,038
    Other
    $337,894
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $912,188 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $264,850 related
    Deferred
    $0 + $300,820 related
    Nontaxable benefits
    $0 + $37,074 related
    Filer's total
    $0 + $1,714,932 related

  • JEAN M D'AQUILA

    VICE CHAIRMAN (AS OF 6/25)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JOHN J GAUTHIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBERT C HINTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHANDLER J HOWARD

    CHAIRMAN (AS OF 6/25)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JONATHAN D LEVINE MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARK D LORENZE

    ASST. SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DARRELL G PATASKA

    CHAIRMAN (UNTIL 7/2025)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHRISTINE H REPASY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • GARY M WALLACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARK BERTOLAMI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ELIZABETH G JUDD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SUSAN MARTIN

    TREASURER

    Total calculated
    $711,119
    From this org
    $0
    From related orgs
    $658,668
    Other
    $52,451
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,272 related
    Bonus
    $0 + $76,000 related
    Other
    $0 + $63,396 related
    Deferred
    $0 + $22,220 related
    Nontaxable benefits
    $0 + $30,231 related
    Filer's total
    $0 + $711,119 related

  • DAVID GLADSTONE

    PRESIDENT OF MMG

    Total calculated
    $448,160
    From this org
    $363,378
    From related orgs
    $0
    Other
    $84,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,280
    Bonus
    $45,900
    Other
    $198
    Deferred
    $55,085
    Nontaxable benefits
    $29,697
    Filer's total
    $448,160

  • JONATHAN ARANOW

    SURGEON

    Total calculated
    $625,812
    From this org
    $560,780
    From related orgs
    $0
    Other
    $65,032
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,361
    Bonus
    $190,129
    Other
    $1,290
    Deferred
    $24,150
    Nontaxable benefits
    $40,882
    Filer's total
    $625,812

  • GRIGORIY V KLIMOVICH

    SURGEON

    Total calculated
    $715,376
    From this org
    $696,988
    From related orgs
    $0
    Other
    $18,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,003
    Bonus
    $321,715
    Other
    $270
    Deferred
    $16,196
    Nontaxable benefits
    $2,192
    Filer's total
    $715,376

  • RICHARD FRINK

    PHYSICIAN

    Total calculated
    $638,320
    From this org
    $583,979
    From related orgs
    $0
    Other
    $54,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $391,618
    Bonus
    $190,381
    Other
    $1,980
    Deferred
    $24,072
    Nontaxable benefits
    $30,269
    Filer's total
    $638,320

  • EDWARD MYER

    PHYSICIAN

    Total calculated
    $651,559
    From this org
    $593,027
    From related orgs
    $0
    Other
    $58,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,542
    Bonus
    $199,795
    Other
    $690
    Deferred
    $20,700
    Nontaxable benefits
    $37,832
    Filer's total
    $651,559

  • TIMOTHY SIEGRIST

    PHYSICIAN

    Total calculated
    $646,185
    From this org
    $581,653
    From related orgs
    $0
    Other
    $64,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,542
    Bonus
    $194,661
    Other
    $450
    Deferred
    $20,700
    Nontaxable benefits
    $43,832
    Filer's total
    $646,185

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE PRESIDENT/CEO OF MHS PRIMARY CARE, INC. IS PAID BY MIDDLESEX HOSPITAL, A RELATED ENTITY. MIDDLESEX HOSPITAL USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION FOR THE PRESIDENT/CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS RECEIVED COMPENSATION FROM A SERP, WHICH WAS INCLUDED IN PART II, COLUMN B(III) AND COLUMN F: VINCENT CAPECE = $237,124 SUSAN MARTIN = $52,703 SERP CONTRIBUTIONS WERE MADE FOR THE FOLLOWING INDIVIDUALS AND ARE INCLUDED IN PART II, COLUMN C: VINCENT CAPECE = $276,120 DAVID GLADSTONE = $31,824
PART II, COLUMN (B)(II) - BONUS & INCENTIVE COMPENSATION:
THE AMOUNTS REPRESENT INCENTIVE COMPENSATION PAYMENTS MADE IN CALENDAR YEAR 2024. PAYMENTS INCLUDE AMOUNTS EARNED IN 2023 AND DEFERRED, WHERE APPLICABLE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
11 August 2026
IRS schema version
2024v5.5
Source object
202602239349301900

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