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Nonprofiteer
← OVERLOOK MASONIC HEALTH CENTER INC

Form 990 for tax year 2023

Filed by OVERLOOK MASONIC HEALTH CENTER INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 4 April 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total assets, end of year
$146,994,597 changed to $175,898,419
Net assets or fund balances, end of year
$130,128,234 changed to $159,032,056

Totals

Total revenue
$26,983,932
Total expenses
$30,164,213
Contributions and grants received
$378,890
Grants paid
$0
Program service revenue
$25,550,469
Investment income
$339,077
Other revenue
$715,496
Total assets, end of year
$146,994,597
Total liabilities, end of year
$16,866,363
Net assets or fund balances, end of year
$130,128,234
Program services expenses (Part IX)
$20,983,666
Management and general expenses
$9,180,547
Fundraising expenses
$0
Program service expenses (Part III)
$20,983,666

Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KENNETH BLAKE

    MHS BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • MASON RUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • ROBERT JOLLY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.15 + 0.3 related

  • JACK MULHALL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.15 + 0.15 related

  • JAMES TRACY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.15 + 0.35 related

  • LAWRENCE BETHUNE

    SECRETARY (LEFT 1/2023)

    Total calculated
    $0
    Hours/week
    0

  • ROBERT SCHREMSER

    CLERK

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • TAMERYN CAMPBELL

    PRESIDENT & CEO

    Total calculated
    $542,901
    From this org
    $476,648
    From related orgs
    $0
    Other
    $66,253
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $393,775
    Bonus
    $80,035
    Other
    $2,838
    Deferred
    $6,600
    Nontaxable benefits
    $59,653
    Filer's total
    $542,901

  • GEORGE HAMILTON

    GRAND MASTER

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • REV DR RICHARD HALEY

    SECRETARY (FROM 3/2023)

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • NICHOLAS PUGLIESE

    CFO

    Total calculated
    $134,016
    From this org
    $134,016
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 0.15 related

  • SHAWN M BERTRAM

    COO

    Total calculated
    $320,562
    From this org
    $287,990
    From related orgs
    $0
    Other
    $32,572
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $264,852
    Bonus
    $22,218
    Other
    $920
    Deferred
    $0
    Nontaxable benefits
    $32,572
    Filer's total
    $320,562

  • TED WILBUR

    CHIEF INFORMATION OFFICER

    Total calculated
    $194,270
    From this org
    $180,457
    From related orgs
    $0
    Other
    $13,813
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $165,168
    Bonus
    $13,060
    Other
    $2,229
    Deferred
    $3,645
    Nontaxable benefits
    $10,168
    Filer's total
    $194,270

  • STEPHANIE GRAVES-HARRISON

    ADMISSION DIRECTOR LPN

    Total calculated
    $165,182
    From this org
    $143,012
    From related orgs
    $0
    Other
    $22,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,668
    Bonus
    $0
    Other
    $344
    Deferred
    $2,983
    Nontaxable benefits
    $19,187
    Filer's total
    $165,182

  • TONYA LANDRY

    HC ADMINISTRATOR

    Total calculated
    $171,973
    From this org
    $166,786
    From related orgs
    $0
    Other
    $5,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,018
    Bonus
    $10,289
    Other
    $479
    Deferred
    $2,785
    Nontaxable benefits
    $2,402
    Filer's total
    $171,973

  • PAMELA NDUYU

    NURSE MANAGER LPN

    Total calculated
    $135,191
    From this org
    $133,531
    From related orgs
    $0
    Other
    $1,660
    Hours/week
    40

  • DONNA BRADLEY

    DIRECTOR OF EMPLOYEE RELATIONS AND BENEFITS

    Total calculated
    $136,832
    From this org
    $122,799
    From related orgs
    $0
    Other
    $14,033
    Hours/week
    40

  • STEPHEN KENNEY

    SENIOR ACCOUNTING DIRECTOR

    Total calculated
    $138,691
    From this org
    $120,338
    From related orgs
    $0
    Other
    $18,353
    Hours/week
    40

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

  • 1a · Housing allowance or residence for personal use
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 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 TO TAMERYN.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202423059349301217

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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