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Nonprofiteer
← OVERLOOK VISITING NURSES ASSOCIATION INC

Form 990 for tax year 2023

Filed by OVERLOOK VISITING NURSES ASSOCIATION INC.

Totals

Total revenue
$12,936,414
Total expenses
$15,450,329
Contributions and grants received
$1,385
Grants paid
$0
Program service revenue
$12,907,349
Investment income
$27,616
Other revenue
$64
Total assets, end of year
$4,587,281
Total liabilities, end of year
$22,085,214
Net assets or fund balances, end of year
-$17,497,933
Program services expenses (Part IX)
$9,758,119
Management and general expenses
$5,692,210
Fundraising expenses
$0
Program service expenses (Part III)
$9,758,119

Program services were 63.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MASON RUSSELL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.45 related
  • ROBERT SCHREMSER

    VICE CHAIR, CLERK

    Total calculated
    $0
    Hours/week
    0.2 + 0.45 related
  • JAMES TRACY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related
  • REV DR RICHARD HALEY

    SECRETARY (FROM 3/2023)

    Total calculated
    $0
    Hours/week
    0.2 + 0.45 related
  • LAWRENCE BETHUNE

    SECRETARY (LEFT 1/2023)

    Total calculated
    $0
    Hours/week
    0
  • TAMERYN CAMPBELL

    PRESIDENT & CEO

    Total calculated
    $542,901
    From this org
    $0
    From related orgs
    $476,648
    Other
    $66,253
    Hours/week
    0.2 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $393,775 related
    Bonus
    $0 + $80,035 related
    Other
    $0 + $2,838 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $59,653 related
    Filer's total
    $0 + $542,901 related
  • WAYNE SZRETTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2
  • KENNETH BLAKE

    MHS BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.45 related
  • GEORGE HAMILTON

    EX OFFICIO, VOTING

    Total calculated
    $0
    Hours/week
    0.2 + 0.45 related
  • NICHOLAS PUGLIESE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $134,016
    From this org
    $0
    From related orgs
    $134,016
    Other
    $0
    Hours/week
    0.2 + 40.3 related
  • SHAWN M BERTRAM

    COO

    Total calculated
    $320,562
    From this org
    $0
    From related orgs
    $287,990
    Other
    $32,572
    Hours/week
    0.2 + 40.3 related

    Schedule J breakdown matched by us

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

    CHIEF INFORMATION OFFICER

    Total calculated
    $194,270
    From this org
    $0
    From related orgs
    $180,457
    Other
    $13,813
    Hours/week
    0.2 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,168 related
    Bonus
    $0 + $13,060 related
    Other
    $0 + $2,229 related
    Deferred
    $0 + $3,645 related
    Nontaxable benefits
    $0 + $10,168 related
    Filer's total
    $0 + $194,270 related
  • RUSSELL CHAMBERLAIN

    PHYSICAL THERAPIST

    Total calculated
    $160,956
    From this org
    $157,800
    From related orgs
    $0
    Other
    $3,156
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $157,414
    Bonus
    $0
    Other
    $386
    Deferred
    $3,156
    Nontaxable benefits
    $0
    Filer's total
    $160,956
  • CAROL PARECE

    DIRECTOR OF QAPI

    Total calculated
    $165,290
    From this org
    $137,564
    From related orgs
    $0
    Other
    $27,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,975
    Bonus
    $0
    Other
    $5,589
    Deferred
    $2,926
    Nontaxable benefits
    $24,800
    Filer's total
    $165,290
  • JOHN A QUEVILLON

    PHYSICAL THERAPIST

    Total calculated
    $165,972
    From this org
    $132,817
    From related orgs
    $0
    Other
    $33,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $132,656
    Bonus
    $0
    Other
    $161
    Deferred
    $0
    Nontaxable benefits
    $33,155
    Filer's total
    $165,972
  • BETTINA M NADEAU

    RN BAYLOR

    Total calculated
    $156,924
    From this org
    $144,379
    From related orgs
    $0
    Other
    $12,545
    Hours/week
    42

    Schedule J breakdown matched by us

    Base
    $144,118
    Bonus
    $0
    Other
    $261
    Deferred
    $2,826
    Nontaxable benefits
    $9,719
    Filer's total
    $156,924
  • BRIAN M PULEO

    REGIONAL ADMINISTRATOR

    Total calculated
    $161,570
    From this org
    $131,837
    From related orgs
    $0
    Other
    $29,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,635
    Bonus
    $0
    Other
    $202
    Deferred
    $0
    Nontaxable benefits
    $29,733
    Filer's total
    $161,570

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

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 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

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
202443059349301129

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