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Nonprofiteer
← OVERLOOK MASONIC HEALTH CENTER INC

Form 990 for tax year 2024

Filed by OVERLOOK MASONIC HEALTH CENTER INC.

Totals

Total revenue
$23,492,458
Total expenses
$26,832,980
Contributions and grants received
$224,815
Grants paid
$0
Program service revenue
$22,047,180
Investment income
$919,378
Other revenue
$301,085
Total assets, end of year
$178,916,209
Total liabilities, end of year
$19,779,547
Net assets or fund balances, end of year
$159,136,662
Program services expenses (Part IX)
$21,249,470
Management and general expenses
$5,583,510
Fundraising expenses
$0
Program service expenses (Part III)
$21,249,470

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $224,815

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $22,047,180 · related or exempt $22,047,180

  • 3 · Investment income

    total $190,503 · excluded $190,503

  • 7a · Gross sales of assets other than inventory

    securities $728,875

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $728,875

  • 7d · Net gain or loss

    total $728,875 · excluded $728,875

  • 11a · Other revenue: OTHER PAYER REVENUE

    total $258,802 · excluded $258,802

  • 11b · Other revenue: OTHER TENANT REVENUE

    total $30,132 · excluded $30,132

  • 11c · Other revenue: CABLE TV ACCESS

    total $2,175 · excluded $2,175

  • 11d · All other revenue

    total $9,976 · excluded $9,976

  • 11e · Other revenue, total

    $301,085

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $11,282,398 · program services $10,700,943 · management and general $581,455

  • 8 · Pension plan contributions

    total $166,451 · program services $157,873 · management and general $8,578

  • 9 · Other employee benefits

    total $1,655,416 · program services $1,570,102 · management and general $85,314

  • 10 · Payroll taxes

    total $961,667 · program services $912,106 · management and general $49,561

  • 11a · Fees: management

    total $2,498,642 · management and general $2,498,642

  • 11b · Fees: legal

    total $7,400 · management and general $7,400

  • 11c · Fees: accounting

    total $43,811 · management and general $43,811

  • 11f · Fees: investment management

    total $71,471 · management and general $71,471

  • 11g · Fees: other

    total $2,048,479 · program services $500,766 · management and general $1,547,713

  • 12 · Advertising and promotion

    total $39,149 · management and general $39,149

  • 13 · Office expenses

    total $1,927,355 · program services $1,411,067 · management and general $516,288

  • 16 · Occupancy

    total $1,121,404 · program services $1,121,404

  • 17 · Travel

    total $7,014 · program services $2,028 · management and general $4,986

  • 19 · Conferences, conventions and meetings

    total $23,402 · program services $8,855 · management and general $14,547

  • 20 · Interest

    total $9,823 · management and general $9,823

  • 22 · Depreciation, depletion and amortization

    total $1,348,634 · program services $1,304,264 · management and general $44,370

  • 23 · Insurance

    total $638,109 · program services $638,109

  • 24a · Other expenses: NURSING PURCHASING SERV

    total $1,379,423 · program services $1,379,423

  • 24b · Other expenses: DIETARY SERVICES

    total $901,919 · program services $901,919

  • 24c · Other expenses: EQUIP RENTAL & MAINT

    total $372,880 · program services $325,713 · management and general $47,167

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $65,656 · program services $65,656

  • 24e · All other expenses

    total $262,477 · program services $249,242 · management and general $13,235

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $451,199 · end of year $1,339,865

  • 4 · Accounts receivable

    beginning of year $1,393,237 · end of year $1,725,667

  • 9 · Prepaid expenses and deferred charges

    beginning of year $133,456 · end of year $50,717

  • 10a · Land, buildings and equipment: cost or other basis

    $67,961,308

  • 10b · Land, buildings and equipment: accumulated depreciation

    $52,275,191

  • 10c · Land, buildings and equipment, net

    beginning of year $16,028,053 · end of year $15,686,117

  • 12 · Investments: other securities

    beginning of year $18,816,173 · end of year $18,985,818

  • 15 · Other assets

    beginning of year $139,076,301 · end of year $141,128,025

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,495,725 · end of year $3,308,767

  • 23 · Secured mortgages and notes payable

    beginning of year $446,514 · end of year $344,237

  • 25 · Other liabilities

    beginning of year $12,924,124 · end of year $16,126,543

  • 27 · Net assets without donor restrictions

    beginning of year $113,997,703 · end of year $111,063,634

  • 28 · Net assets with donor restrictions

    beginning of year $45,034,353 · end of year $48,073,028

Mission and programs · 2024

Mission

TO PROVIDE THE RESIDENTS OF THE HEALTH CENTER WITH THE HIGHEST LEVEL OF COMPREHENSIVE MEDICAL CARE SERVICES WITH A CONSIDERATE AND PERSONAL TOUCH.

Activities or mission (Part I)

THE PROVISION OF LONG-TERM RESIDENTIAL AND REHABILITATIVE CARE TO RESIDENTS OF THE COMMUNITY.

  • OPERATION OF A LONG-TERM CARE FACILITY IN CHARLTON, MA. TOTAL PATIENT DAYS OF CARE FOR 2024 TOTALED 36,740. OPERATION OF A POST ACUTE FACILITY IN CHARLTON, MA. TOTAL PATIENT CARE DAYS FOR 2024 TOTALED 7,512. OPERATION OF A RESIDENTIAL ENHANCED LIVING FACILITY IN CHARLTON, MA. TOTAL PATIENT CARE DAYS FOR 2024 TOTALED 9,452. OPERATION OF A MEMORY CARE RESIDENTIAL UNIT AND ADULT DAY CARE MEMORY PROGRAM FACILITY IN CHARLTON, MA. FIELDSTONE MEMORY CARE RESIDENTIAL UNIT TOTAL PATIENT CARE DAYS TOTALED 4,772. VISTA ADULT DAY PROGRAM TOTALED 3,183 DAYS OF CARE.

    Expenses $21,249,470 · Revenue $22,047,180

As filed on the 2024 return.

Listed in Part VII

  • KENNETH BLAKE

    MHS BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • MASON RUSSELL

    EX OFFICIO, VOTING

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ROBERT JOLLY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • JACK MULHALL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JAMES TRACY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • ROBERT SCHREMSER

    CLERK

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • TAMERYN CAMPBELL

    PRESIDENT & CEO

    Total calculated
    $522,722
    From this org
    $0
    From related orgs
    $455,620
    Other
    $67,102
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,264 related
    Bonus
    $0
    Other
    $0 + $4,356 related
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $0 + $60,202 related
    Filer's total
    $0 + $522,722 related

  • GEORGE HAMILTON

    GRAND MASTER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • REV DR RICHARD HALEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • NICHOLAS PUGLIESE

    CFO

    Total calculated
    $207,186
    From this org
    $0
    From related orgs
    $204,333
    Other
    $2,853
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,909 related
    Bonus
    $0
    Other
    $0 + $424 related
    Deferred
    $0 + $2,853 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $207,186 related

  • SHAWN M BERTRAM

    COO

    Total calculated
    $279,830
    From this org
    $0
    From related orgs
    $277,642
    Other
    $2,188
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,229 related
    Bonus
    $0
    Other
    $0 + $1,413 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,188 related
    Filer's total
    $0 + $279,830 related

  • TED WILBUR

    CHIEF INFORMATION OFFICER

    Total calculated
    $186,930
    From this org
    $0
    From related orgs
    $171,916
    Other
    $15,014
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,627 related
    Bonus
    $0
    Other
    $0 + $2,289 related
    Deferred
    $0 + $3,480 related
    Nontaxable benefits
    $0 + $11,534 related
    Filer's total
    $0 + $186,930 related

  • STEPHANIE MGRAVES-HARRISON

    ADMISSIONS DIRECTOR

    Total calculated
    $191,177
    From this org
    $175,393
    From related orgs
    $0
    Other
    $15,784
    Hours/week
    53.4

    Schedule J breakdown matched by us

    Base
    $166,576
    Bonus
    $8,450
    Other
    $367
    Deferred
    $3,610
    Nontaxable benefits
    $12,174
    Filer's total
    $191,177

  • TONYA M LANDRY

    ADMINISTRATOR

    Total calculated
    $168,584
    From this org
    $163,331
    From related orgs
    $0
    Other
    $5,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,579
    Bonus
    $0
    Other
    $752
    Deferred
    $3,267
    Nontaxable benefits
    $1,986
    Filer's total
    $168,584

  • IRENE P PERRY

    DIRECTOR OF NURSING

    Total calculated
    $170,840
    From this org
    $159,306
    From related orgs
    $0
    Other
    $11,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,128
    Bonus
    $12,125
    Other
    $1,053
    Deferred
    $0
    Nontaxable benefits
    $11,534
    Filer's total
    $170,840

  • PAMELA NDUYU

    NURSE MANAGER

    Total calculated
    $141,953
    From this org
    $140,200
    From related orgs
    $0
    Other
    $1,753
    Hours/week
    57.3

  • BEVERLY A SIMONS

    CASE MANAGER

    Total calculated
    $142,682
    From this org
    $131,158
    From related orgs
    $0
    Other
    $11,524
    Hours/week
    41

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 $45,864 DURING THE YEAR ENDING DECEMBER 31, 2024. THIS WAS REPORTED AS A NONTAXABLE BENEFIT TO TAMERYN.
PART I, LINE 1A
THE CEO OF OVERLOOK MASONIC HEALTH CENTER IS PAID BY A RELATED ORGANIZATION, MASONIC HEALTH SYSTEM OF MASSACHUSETTS 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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349310415

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

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