2024-10-31T08:50:47-05:00 2023-12-31 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2023-01-01 043515687 OVERLOOK VISITING NURSE ASSOCIATION INC OVER 5082487344 88 MASONIC HOME ROAD CHARLTON MA 015071000 NICHOLAS PUGLIESE CFO 5082487344 2024-10-29 1 1 MARY ANTONETTI P00431862 2037819600 2023 2024-10-15 13:58:12Z TAMERYN CAMPBELL 88 MASONIC HOME ROAD CHARLTON MA 015071000 12936414 0 X WWW.OVERLOOK-MASS.ORG X 2000 MA PROVISION OF HOME HEALTH AND HOSPICE CARE (SEE SCHEDULE O) CHARITABLE - THE PROVISION OF HOME HEALTH AND HOSPICE FOR RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS WITH AN EMPHASIS ON HEALTH AND WELL BEING. 8 7 182 8 0 0 286760 1385 13890276 12907349 17 27616 18447 64 14195500 12936414 0 0 0 0 11836692 11305466 0 0 0 4703625 4144863 16540317 15450329 -2344817 -2513915 4276981 4587281 19260999 22085214 -14984018 -17497933 TO PROMOTE AND PROVIDE EFFICIENT HOME HEALTH AND HOSPICE SERVICES ACROSS THE CONTINUUM FOR RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS WITH EMPHASIS ON HEALTH AND WELL BEING. 0 0 9758119 12907349 OPERATION OF HOME HEALTH AND HOSPICE PROVIDER BASED IN CHARLTON, MA. 9758119 1 0 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 0 0 0 1 10 0 1 182 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X NICHOLAS PUGLIESE 5084342409 88 MASONIC HOME ROAD CHARLTON MA 01507 MASON RUSSELL CHAIR 0.20 0.45 X X 0 0 0 ROBERT SCHREMSER VICE CHAIR, CLERK 0.20 0.45 X X 0 0 0 JAMES TRACY TREASURER 0.20 0.30 X X 0 0 0 REV DR RICHARD HALEY SECRETARY (FROM 3/2023) 0.20 0.45 X 0 0 0 LAWRENCE BETHUNE SECRETARY (LEFT 1/2023) 0.00 0.00 X X 0 0 0 TAMERYN CAMPBELL PRESIDENT & CEO 0.20 40.30 X X 0 476648 66253 WAYNE SZRETTER DIRECTOR 0.20 0.00 X 0 0 0 KENNETH BLAKE MHS BOARD CHAIR 0.20 0.45 X 0 0 0 GEORGE HAMILTON EX OFFICIO, VOTING 0.20 0.45 X 0 0 0 NICHOLAS PUGLIESE CHIEF FINANCIAL OFFICER 0.20 40.30 X 0 134016 0 SHAWN M BERTRAM COO 0.20 40.30 X 0 287990 32572 TED WILBUR CHIEF INFORMATION OFFICER 0.20 40.30 X 0 180457 13813 RUSSELL CHAMBERLAIN PHYSICAL THERAPIST 47.00 0.00 X 157800 0 3156 CAROL PARECE DIRECTOR OF QAPI 40.00 0.00 X 137564 0 27726 JOHN A QUEVILLON PHYSICAL THERAPIST 50.00 0.00 X 132817 0 33155 BETTINA M NADEAU RN BAYLOR 42.00 0.00 X 144379 0 12545 BRIAN M PULEO REGIONAL ADMINISTRATOR 40.00 0.00 X 131837 0 29733 704397 1079111 218953 22 0 1 0 OVERLOOK MASONIC HEALTH CENTER INC 88 MASONIC HOME ROAD CHARLTON MA 01507 MANAGEMENT SERVICES 1024200 1 1385 1385 NET PATIENT REVENUE 621610 12907349 12907349 12907349 27616 27616 OTHER SERVICES 900099 64 64 64 12936414 12907413 0 27616 9314081 6690218 2623863 89528 60166 29362 1149188 844817 304371 752669 546339 206330 1024200 1024200 38400 38400 530469 530469 101887 101887 258348 258348 272170 252798 19372 318488 292626 25862 8424 8424 98846 98846 1177 1177 192888 127996 64892 MEDICAL SUPPLIES 890625 890625 REPAIRS & MAINTENANCE 268710 268710 BAD DEBT EXPENSE 52534 52534 VIDEO AND DATA 18155 18155 69542 69542 15450329 9758119 5692210 0 142329 547039 1597823 1648834 410285 74222 2677315 2677315 1177 0 2125367 2317186 4276981 4587281 881485 660533 267533 236169 18111981 21188512 19260999 22085214 X -14984018 -17497933 -14984018 -17497933 4276981 4587281 -2513915 0 X X 0 1 X 1 0 X 6430 3210 3889153 286760 1385 4186938 23919649 20396158 14973465 13890276 12907349 86086897 23926079 20399368 18862618 14177036 12908734 90273835 0 0 0 90273835 837 246 17 27616 28716 837 246 17 27616 28716 54000 32081 54185 18447 64 158777 23980079 20432286 18917049 14195500 12936414 90461328 0.99790 0.99790 0.00030 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER SERVICES - 2019 AMOUNT: $ 54,000. 2020 AMOUNT: $ 32,081. 2021 AMOUNT: $ 54,185. 2022 AMOUNT: $ 18,447. 2023 AMOUNT: $ 64. 2677315 2677315 0 0 DUE FROM AFFILIATES 2296841 OTHER ASSETS 20345 2317186 DUE TO AFFILIATES 21188512 21188512 X PART X, LINE 2: BELOW IS AN EXCERPT FROM FOOTNOTE 2 OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. MHS, HEALTH CENTER, OVNA AND COMMUNITIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X 0 0 0 0 0 0 0 0 0 0 0 TAMERYN CAMPBELL PRESIDENT & CEO 0 393775 0 80035 0 2838 0 6600 0 59653 0 542901 0 0 SHAWN M BERTRAM COO 0 264852 0 22218 0 920 0 0 0 32572 0 320562 0 0 TED WILBUR CHIEF INFORMATION OFFICER 0 165168 0 13060 0 2229 0 3645 0 10168 0 194270 0 0 JOHN A QUEVILLON PHYSICAL THERAPIST 132656 0 0 0 161 0 0 0 33155 0 165972 0 0 0 CAROL PARECE DIRECTOR OF QAPI 131975 0 0 0 5589 0 2926 0 24800 0 165290 0 0 0 BRIAN M PULEO REGIONAL ADMINISTRATOR 131635 0 0 0 202 0 0 0 29733 0 161570 0 0 0 RUSSELL CHAMBERLAIN PHYSICAL THERAPIST 157414 0 0 0 386 0 3156 0 0 0 160956 0 0 0 BETTINA M NADEAU RN BAYLOR 144118 0 0 0 261 0 2826 0 9719 0 156924 0 0 0 PART I, LINE 1A TAMERYN CAMPBELL RECEIVED A HOUSING ALLOWANCE FROM A RELATED ORGANIZATION (OC) WITH AN ESTIMATED VALUE OF $43,680 DURING THE YEAR ENDING DECEMBER 31, 2023. THIS WAS REPORTED AS A NONTAXABLE BENEFIT IN PART II, COLUMN C. PART I, LINE 3 THE CEO OF OVERLOOK VISITING NURSE ASSOCIATION IS PAID BY A RELATED ORGANIZATION, OVERLOOK MASONIC HEALTH CENTER INC., WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC, IS THE SOLE MEMBER OF THE ORGANIZATION AND ELECTS THE BOARD OF DIRECTORS. THERE ARE NO CLASSES OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC HAS THE POWER TO REMOVE DIRECTORS, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ANY GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WORKS WITH THE ORGANIZATION'S TAX ADVISOR (CPA FIRM) TO PREPARE THE FINANCIAL INFORMATION AND COMPILE THE DISCLOSURES REQUIRED OF THE FORM 990. UPON ITS COMPLETION, SENIOR MANAGEMENT PROVIDES A DRAFT OF THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO ITS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY VIA ANNUAL EXECUTION OF THE CONFLICT OF INTEREST POLICY. THIS CONFLICT POLICY IS INTENDED TO SUPPLEMENT, BUT NOT REPLACE ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE CORPORATIONS. THIS CONFLICT POLICY HAS BEEN ADOPTED BY THE BOARD OF DIRECTORS OF MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC, (MHS) THIS CONFLICT POLICY SHALL APPLY WITH EQUAL FORCE TO ALL CORPORATIONS RELATED TO, OR AFILIATED WITH MHS. ON AN ANNUAL BASIS THE DIRECTORS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED BY THE PRESIDENT'S OFFICE. IF A CONFLICT ARISES, THE INDIVIDUAL WOULD RECUSE THEMSELVES FROM ALL DISCUSSION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S SOLE MEMBER, MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. MAINTAINS AN EXECUTIVE COMMITTEE, WHICH AMONG OTHER THINGS, REVIEWS THE COMPENSATION AND TERMS OF THE AGREEMENT WITH ITS EXECTUIVE OFFICER. THE COMMITTEE REVIEWS THE COMPENSATION OF THE INDIVDIUAL IN RELATION TO THE SALARY LEVEL OF OTHER COMPARABLE POSITIONS IN THE MARKET AND THEIR PERFORMANCE. ONCE REASONABLE COMPENSATION IS DETERMINED, IT IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST AND CAN ALSO BE FOUND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515688 PARENT MA 501(C)(3) LINE 12C, III-FI N/A 0 OVERLOOK COMMUNITIES INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515686 RESIDENT & ASSISTED LIVING FACILITY MA 501(C)(3) LINE 10 MASONIC HEALTH SYSTEM OF MASSACHUSETTS 1 OVERLOOK MASONIC HEALTH CENTER INC 88 MASONIC HOME ROAD CHARLTON MA 01507 222843194 NURSING FACILITY MA 501(C)(3) LINE 10 MASONIC HEALTH SYSTEM OF MASSACHUSETTS 1 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 MASONIC HEALTH SYSTEM OF MASSACHUSETTS D 2384924 CASH MASONIC HEALTH SYSTEM OF MASSACHUSETTS N 94684 CASH OVERLOOK COMMUNITIES E 442520 CASH OVERLOOK COMMUNITIES N 240274 CASH OVERLOOK MASONIC HEALTH CENTER D 354437 CASH OVERLOOK MASONIC HEALTH CENTER E 5376595 CASH OVERLOOK MASONIC HEALTH CENTER K 165348 CASH