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Nonprofiteer
← OVERLOOK COMMUNITIES INC

Form 990 for tax year 2023

Filed by OVERLOOK COMMUNITIES INC.

Totals

Total revenue
$14,570,599
Total expenses
$14,446,196
Contributions and grants received
$21,765
Grants paid
$0
Program services expenses (Part IX)
$11,640,284
Management and general expenses
$2,805,912
Fundraising expenses
$0
Program service expenses (Part III)
$11,640,284

Program services were 80.6% 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

  • JAMES TRACY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.15 + 0.35 related

  • MASON RUSSELL

    EX OFFICIO

    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

  • 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

    MHS PRESIDENT & CEO

    Total calculated
    $542,901
    From this org
    $0
    From related orgs
    $476,648
    Other
    $66,253
    Hours/week
    0.15 + 40.35 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

  • GEORGE HAMILTON

    GRAND MASTER

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • REV DR RICHARD HALEY

    SECRETARY (FROM 3/25/2023)

    Total calculated
    $0
    Hours/week
    0.15 + 0.5 related

  • KRISTINE A BINETTE

    EXECUTIVE DIRECTOR

    Total calculated
    $207,127
    From this org
    $181,145
    From related orgs
    $0
    Other
    $25,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,265
    Bonus
    $0
    Other
    $880
    Deferred
    $3,746
    Nontaxable benefits
    $22,236
    Filer's total
    $207,127

  • NICHOLAS PUGLIESE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $134,016
    From this org
    $0
    From related orgs
    $134,016
    Other
    $0
    Hours/week
    0.15 + 40.35 related

  • SHAWN M BERTRAM

    COO

    Total calculated
    $320,562
    From this org
    $0
    From related orgs
    $287,990
    Other
    $32,572
    Hours/week
    0.15 + 40.35 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
    0.15 + 40.35 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

  • DANYEL DARGER

    DIRECTOR OF MARKETING

    Total calculated
    $162,321
    From this org
    $133,445
    From related orgs
    $0
    Other
    $28,876
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,508
    Bonus
    $0
    Other
    $937
    Deferred
    $2,876
    Nontaxable benefits
    $26,000
    Filer's total
    $162,321

  • KAREN H MARINO

    DIRECTOR OF CARE COORDINATION & HEALTH TRANSITIONS

    Total calculated
    $135,666
    From this org
    $111,085
    From related orgs
    $0
    Other
    $24,581
    Hours/week
    40

  • ERIN WOODBURY

    DIRECTOR, CARE MANAGEMENT

    Total calculated
    $138,799
    From this org
    $109,210
    From related orgs
    $0
    Other
    $29,589
    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 — 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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 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 WITH AN ESTIMATED VALUE OF $43,680 DURING THE YEAR ENDING DECEMBER 31, 2023. THIS WAS FOR THE BENEFIT OF THE ORGANIZATION AND WAS REPORTED AS NONTAXABLE BENEFIT TO TAMERYN.
PART I, LINE 3
THE CEO OF OVERLOOK COMMUNITIES 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
202423059349301127

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

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