[Wallingford, Shelton, CT] – On May 13, 2024, two of Connecticut’s legacy senior living providers announced their intent to join forces in a historic strategic alliance. Masonicare Corporation, Connecticut’s largest not-for-profit senior care organization and United Methodist Homes, Inc. (“UMH”), a 150-year-old organization with five locations in Connecticut as well as an active third-party management business, entered into an agreement to join forces through a carefully planned alliance designed to strengthen the delivery of care and services for the approximately 6,500 residents and patients in their care. Once concluded, this strategic union will mark a significant milestone in the history of both organizations and will set the stage for a new era of growth, innovation, and sustainability.
With a shared commitment to excellence and a rich heritage steeped in values, Masonicare and UMH will bring together a wealth of strengths, resources and expertise that will propel the unified organization to new heights. “By combining our complementary capabilities and talent, we will be poised to create a stronger, more resilient organization that is well-positioned to meet the evolving needs of our residents, patients and stakeholders,” states Jon-Paul Venoit, President and CEO of Masonicare. “From our dedicated teams, to our cutting-edge technologies and extensive partner networks, we are confident that the alliance will enable us to deliver even greater value to those in our care.”
As part of the agreement, UMH will become part of the Masonicare family. Jon-Paul Venoit will remain as President and CEO of Masonicare and David Lawlor, the current President and CEO of the United Methodist Homes, will hold an executive role serving as Masonicare’s CFO and also President of its management/consulting services division. The alliance remains subject to, among other things, regulatory approvals and approval from the organizations’ governing bodies. The parties anticipate that the affiliation will be completed in early 2025.
“Our goal is clear: to harness the collective strengths, talent, and know-how of both companies to form one stronger, enduring, mission-based organization that redefines the standards of excellence in the field of senior living. We are excited to embark on this transformative journey and thrive into the future,” states Lawlor.
Upon consummation, the newly combined organization will work to integrate their teams, systems and processes in a seamless transition.
Both Masonicare and UMH credit their dedicated staff and visionary Board members with making this alliance a reality.
For media inquiries or further information, please contact:
Ann Collette
Chief, Strategy
Masonicare
203-695-2799
acollette@masonicare.org
Masonicare
Masonicare is Connecticut’s largest not-for-profit integrated senior care continuum. With residential living, skilled nursing and rehabilitation, senior behavioral health hospital, home health care, homemaker companion, and hospice & palliative care, Masonicare cares for nearly 4.500 patients and residents a day. For more information, visit them on the web at www.masonicare.org
United Methodist Homes
UMH is a 150-year-old organization which owns and operates five communities in Connecticut and also owns The Long Hill Company, a for-profit management and consulting firm with current operations in Texas, Oklahoma and Oregon. Together, UMH and Long Hill care for approximately 2,000 residents each day.
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[Wallingford, Shelton, CT] – On May 13, 2024, two of Connecticut’s legacy senior living providers announced their intent to join forces in a historic strategic alliance. Masonicare Corporation, Connecticut’s largest not-for-profit senior care organization and United Methodist Homes, Inc. (“UMH”), a 150-year-old organization with five locations in Connecticut as well as an active third-party management business, entered into an agreement to join forces through a carefully-planned alliance designed to strengthen the delivery of care and services for the approximately 6,500 residents and patients in their care. Once concluded, this strategic union will mark a significant milestone in the history of both organizations and will set the stage for a new era of growth, innovation, and sustainability.
With a shared commitment to excellence and a rich heritage steeped in values, Masonicare and UMH will bring together a wealth of strengths, resources and expertise that will propel the unified organization to new heights. “By combining our complementary capabilities and talent, we will be poised to create a stronger, more resilient organization that is well-positioned to meet the evolving needs of our residents, patients and stakeholders,” states Jon-Paul Venoit, President and CEO of Masonicare. “From our dedicated teams, to our cutting-edge technologies and extensive partner networks, we are confident that the alliance will enable us to deliver even greater value to those in our care.”
As part of the agreement, UMH will become part of the Masonicare family. Jon-Paul Venoit will remain as President and CEO of Masonicare and David Lawlor, the current President and CEO of the United Methodist Homes, will hold an executive role serving as Masonicare’s CFO and also President of its management/consulting services division. The alliance remains subject to, among other things, regulatory approvals and approval from the organizations’ governing bodies. The parties anticipate that the affiliation will be completed in early 2025.
“Our goal is clear: to harness the collective strengths, talent, and know-how of both companies to form one stronger, enduring, mission-based organization that redefines the standards of excellence in the field of senior living. We are excited to embark on this transformative journey and thrive into the future,” states Lawlor.
Upon consummation, the newly combined organization will work to integrate their teams, systems and processes in a seamless transition.
Both Masonicare and UMH credit their dedicated staff and visionary Board members with making this alliance a reality.
For media inquiries or further information, please contact:
Ann Collette
Chief, Strategy
Masonicare
203-695-2799
acollette@masonicare.org
Masonicare
Masonicare is Connecticut’s largest not-for-profit integrated senior care continuum. With residential living, skilled nursing and rehabilitation, senior behavioral health hospital, home health care, homemaker companion, and hospice & palliative care, Masonicare cares for nearly 4.500 patients and residents a day. For more information, visit them on the web at www.masonicare.org
United Methodist Homes
UMH is a 150-year-old organization which owns and operates five communities in Connecticut and also owns The Long Hill Company, a for-profit management and consulting firm with current operations in Texas, Oklahoma and Oregon. Together, UMH and Long Hill care for approximately 2,000 residents each day.
See our other Member Spotlights on our News Page!
For over 100 years, Masonic Health System of MA, Inc., or The Overlook in Charlton, has provided a continuum of care and health services for Massachusetts residents and their families. Today, The Overlook tailors to individuals with a wide variety of needs. They offer independent living, enhanced assisted living, memory care, skilled nursing, short-term rehabilitation, home health, and hospice.
Back in 2020, Masonic Health System of MA, Inc. suffered some substantial blows at the hands of the COVID-19 global pandemic. Extreme staffing shortages, an increase in outside agency wages, and an increase in the costs in delivery of care hit us hard. To add insult to injury, the MA Department of Public Health forced multiple shutdowns to new admissions.
However, perseverance was key at The Overlook, as it still is today. We are still serving our senior community, despite having to absorb decreases in reimbursement and reductions in payments outside of our control, such as:
These obstacles make us prouder than ever of our 110+ year history at Masonic Health System! We remain extremely optimistic about The Overlook’s future. Our methods of proactively addressing these concerns with grit and innovative solutions are a testament to our resiliency. We refuse to be crippled and derailed like so many other companies. In fact, The Overlook experienced 31 sales in 2022, 28 sales in 2023, and an occupancy rate exceeding 93%. We are poised and positioned for an exciting future!
In July 2022, The Overlook completed a Request for Proposal for a large Master Planning process, targeting ten highly reputable national agencies. After narrowing the respondents from 10 to 4 finalists, MHS is proud to be working with RLPS & Witz Company, The Overlook’s Master Planning architects and development partners as of October 2022.
From restaurants to hiking trails to meaningful and enriching experiences, The Overlook is determined to enhance the way we age and engage. Excitingly, partnerships and developments have already begun! We now have a full-service veterinary clinic on Overlook’s Campus in Charlton and an affiliation with the National Innovation Center for Aging in Newcastle, England. The Overlook is now the first senior living hub/community of longevity in the United States!
The Overlook’s Master Planning process will also reinvigorate its Fund Development and Philanthropy Program. With the launch of a Capital Campaign to help raise funds for the project, we are already on the road to completion.
A successful Master Plan will ensure The Overlook’s long-term viability and ability to serve its Mission for years to come. The implementation of this plan will progress in two phases:
Phase 1 focuses on relocating and renovating, and will take 2+ years to complete. During Phase 1, we will be:
In conjunction with Phase 1, Master Planning Phase 2 will transform The Overlook beyond its singular Mission of serving older adults. Instead, we will be shifting to a multi-generational, mixed-use Campus! This involves creating a “Village Center” with numerous outlets for individuals of all ages. Here, they will be able to build and enjoy life through exciting amenities, services, and programs designed to positively impact lifestyle, health and wellness. We expect Phase 2 to take 5+ years to complete.
We encourage you to read more on our blog and reach out to us for a tour and more information at 866-753-5429!
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Care Purchasing Services is a national purchasing consulting organization specializing in connecting communities in the field of senior living. With over 250 well-respected suppliers in the field of senior living, CPS provides dedicated and experienced customer service resulting in cost savings for:
The CPS team partners with you to offer competitive rates on products and services critical to your community’s operation. We leverage our national purchasing power to deliver exceptional value and significant savings. With our national procurement expertise, we aim to provide communities with outstanding customer service, purchasing flexibility and value that has a measurable impact.
Read more below about some of Care Purchasing Services’ most recent activities, and how you can keep up with them!
Care Purchasing Services offers experience and expertise in a variety of subject areas. One way we share that with our partners is via white papers. Our most recent white paper is on master planning for the long-term success of a community.
This 3-step process helps ensure long-term viability and market position. Every senior living community reaches a point in its life cycle at which it could start to decline. This can sometimes be as soon as 10 years after opening. Capital improvements must be made to sustain the community’s appeal and viability.
Master planning can help your community attract a new generation of residents and ensure its continued relevance in the marketplace.
Built on the goals identified in the strategic planning process, master planning takes a high-level look at the senior living community to provide a long-term vision for capital improvements. During the master planning process, stakeholders participate in guided planning sessions, robust discussions and group collaboration to plan for the future.
The white paper, “Master Planning: Essential Roadmap for Senior Living Communities,” will help owners and board members develop a deliberate, thoughtful, systematic, and financially prudent approach to solutions to maintain market position.
Download the white paper now to help prepare for the future and ensure the continued success of your senior living community!
Want an in-depth, real-world application of Care Purchasing Services’ impact? Read more in the case study featuring HealthPeak and how CPS found savings for a portfolio of 13 communities.
Want to learn more about about us? We’ll be attending several conferences, conventions, meetings, gatherings, assemblies, and more in 2024! Come visit us and learn more about what we do and how we can help.
If you would like to keep up with Care Purchasing Services’ news and updates, subscribe to our CPS Newsletter!
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Value First is a group purchasing organization (GPO) that provides free, no obligation services for senior living communities. We help to reduce their operational costs through discounted pricing and rebates on food, medical, environmental and office supplies, as well as capital equipment. We are honored to be the exclusive GPO for Masonic Communities and Services.
Value First is owned by LeadingAge and 25 state affiliates. Value First was created by LeadingAge and is the only GPO that’s truly focused on serving the purchasing needs of LeadingAge members based on our extensive experience and knowledge of senior living communities.
As a free benefit for senior living providers, we will conduct a thorough supply chain cost analysis comparing their current monthly spend with Value First’s negotiated pricing. We have contracted vendors in many categories including Food, IT, Maintenance, Medical Supplies, Landscaping, and Environmental Services to name a few. Click on the image below for a summary list of our current suppliers and distributers.
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SHANNON BYRNE, EXECUTIVE DIRECTOR
502-494-8047
LOUISVILLE, KY
©2024 – All Rights Reserved – MCSA
Website by Honeywick
SHANNON BYRNE, EXECUTIVE DIRECTOR
502-494-8047
LOUISVILLE, KY
©2024 – All Rights Reserved – https://www.masoniccommunities.org/ Website Design by Honeywick