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Nonprofiteer
← MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC

Form 990 for tax year 2024

Filed by MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC.

Totals

Total revenue
$5,559,743
Total expenses
$4,687,574
Contributions and grants received
$54,891
Grants paid
$0
Program service revenue
$5,504,852
Investment income
$0
Other revenue
$0
Total assets, end of year
$19,472,008
Total liabilities, end of year
$77,496,649
Net assets or fund balances, end of year
-$58,024,641
Program services expenses (Part IX)
$0
Management and general expenses
$4,687,574
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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

    $54,891

  • 2a · Program service revenue: AFFILIATE MANAGEMENT

    total $5,396,234 · related or exempt $5,396,234

  • 2b · Program service revenue: OTHER PAYER REVENUE

    total $108,618 · related or exempt $108,618

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,142,690 · management and general $1,142,690

  • 7 · Other salaries and wages

    total $2,305,878 · management and general $2,305,878

  • 8 · Pension plan contributions

    total $16,843 · management and general $16,843

  • 9 · Other employee benefits

    total $249,981 · management and general $249,981

  • 10 · Payroll taxes

    total $198,522 · management and general $198,522

  • 11b · Fees: legal

    total $42,897 · management and general $42,897

  • 11c · Fees: accounting

    total $212,735 · management and general $212,735

  • 11g · Fees: other

    total $178,073 · management and general $178,073

  • 12 · Advertising and promotion

    total $144,285 · management and general $144,285

  • 13 · Office expenses

    total $147,759 · management and general $147,759

  • 19 · Conferences, conventions and meetings

    total $47,642 · management and general $47,642

  • 23 · Insurance

    total $269 · management and general $269

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,594 · end of year $0

  • 4 · Accounts receivable

    beginning of year $725 · end of year $3,035

  • 9 · Prepaid expenses and deferred charges

    beginning of year $285 · end of year $110,589

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

    $94,594

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $94,594

  • 15 · Other assets

    beginning of year $18,843,887 · end of year $19,263,790

  • 17 · Accounts payable and accrued expenses

    beginning of year $110,572 · end of year $776,479

  • 25 · Other liabilities

    beginning of year $77,632,893 · end of year $76,720,170

  • 27 · Net assets without donor restrictions

    beginning of year -$58,896,974 · end of year -$58,024,641

Mission and programs · 2024

Mission

TO SPONSOR, DEVELOP, OFFER AND/OR PROMOTE SERVICES AND PROGRAMS RELATING TO THE CARE, TREATMENT AND HEALING OF HUMANS, WHICH SERVICES AND PROGRAMS ARE CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL AND WHICH ADDRESS THE PHYSICAL AND MENTAL NEEDS OF EVERY RACE, COLOR AND RELIGION, AND THEIR WIDOWS AND FAMILY MEMBERS, AS WELL AS MEMBERS OF THE COMMUNITY AT LARGE.

Activities or mission (Part I)

CHARITABLE - DEVELOPS AND OFFERS SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY.

  • BEGINNING IN 2024, MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC. PROVIDES HEALTHCARE MANAGEMENT AND SUPPORT SERVICES TO THE AFFILIATES. TO ESTABLISH, MAINTAIN AND OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES A RETIREMENT AND CONVALESCENT HOME TO AID, ASSIST AND/OR SUPPORT AGED, SICK AND INFIRM FREEMASONS AND THE WIDOWS AND WIVES OF FREEMASONS ALONG WITH THE GENERAL PUBLIC.

    Revenue $5,504,852

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kenneth Blake

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • Donald Laliberte

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2
  • Mason Russell

    TREASURER

    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
  • Robert Schremser

    CLERK

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • Robert Jolly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related
  • Jay Jolicoeur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2
  • George Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • Tameryn Campbell

    PRESIDENT & CEO

    Total calculated
    $522,722
    From this org
    $455,620
    From related orgs
    $0
    Other
    $67,102
    Hours/week
    40 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $451,264
    Bonus
    $0
    Other
    $4,356
    Deferred
    $6,900
    Nontaxable benefits
    $14,338 + $45,864 related
    Filer's total
    $476,858 + $45,864 related
  • Nicholas Pugliese

    CHIEF FINANCIAL OFFICER

    Total calculated
    $207,186
    From this org
    $204,333
    From related orgs
    $0
    Other
    $2,853
    Hours/week
    40 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $203,909
    Bonus
    $0
    Other
    $424
    Deferred
    $2,853
    Nontaxable benefits
    $0
    Filer's total
    $207,186
  • Shawn M Bertram

    COO

    Total calculated
    $279,830
    From this org
    $277,642
    From related orgs
    $0
    Other
    $2,188
    Hours/week
    40 + 0.6 related

    Schedule J breakdown matched by us

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

    CHIEF INFORMATION OFFICER

    Total calculated
    $186,930
    From this org
    $171,916
    From related orgs
    $0
    Other
    $15,014
    Hours/week
    40 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $169,627
    Bonus
    $0
    Other
    $2,289
    Deferred
    $3,480
    Nontaxable benefits
    $11,534
    Filer's total
    $186,930
  • Donna M Bradley

    DIRECTOR OF EMPLOYEE RELATIONS AND BENEFITS

    Total calculated
    $140,697
    From this org
    $126,569
    From related orgs
    $0
    Other
    $14,128
    Hours/week
    40
  • Stephen Kenney

    SENIOR ACCOUNTING DIRECTOR

    Total calculated
    $133,832
    From this org
    $119,986
    From related orgs
    $0
    Other
    $13,846
    Hours/week
    40
  • Ryan Moore

    SR DIRECTOR OF FACILITIES

    Total calculated
    $145,374
    From this org
    $109,369
    From related orgs
    $0
    Other
    $36,005
    Hours/week
    40
  • Erin Digiacomo

    DIR OF OPERATIONAL BUSINESS SYSTEMS

    Total calculated
    $110,113
    From this org
    $110,113
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Karen Martucci

    DIRECTOR OF COMPENSATION

    Total calculated
    $108,173
    From this org
    $108,173
    From related orgs
    $0
    Other
    $0
    Hours/week
    24

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 $45,864 DURING THE YEAR ENDING DECEMBER 31, 2024. 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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349309993

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

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