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.
-
MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC
501(C)(3) · PARENT · MA
-
501(C)(3) · RESIDENT & ASSISTED LIVING FACILITY · MA · controlled entity
Directly controlled by MASONIC HEALTH SYSTEM OF MASSACHUSETTS
-
OVERLOOK MASONIC HEALTH CENTER INC
501(C)(3) · NURSING FACILITY · MA · controlled entity
Directly controlled by MASONIC HEALTH SYSTEM OF MASSACHUSETTS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443059349301129
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