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 BlakeKENNETH BLAKE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Donald LaliberteDONALD LALIBERTE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.2
-
Mason RussellMASON RUSSELL
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Rev Dr Richard HaleyREV DR RICHARD HALEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Robert SchremserROBERT SCHREMSER
CLERK
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Robert JollyROBERT JOLLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Jay JolicoeurJAY JOLICOEUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
George HamiltonGEORGE HAMILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Tameryn CampbellTAMERYN 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 PuglieseNICHOLAS 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 BertramSHAWN 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 WilburTED 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 BradleyDONNA 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 KenneySTEPHEN KENNEY
SENIOR ACCOUNTING DIRECTOR
- Total calculated
- $133,832
- From this org
- $119,986
- From related orgs
- $0
- Other
- $13,846
- Hours/week
- 40
-
Ryan MooreRYAN 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 DigiacomoERIN 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 MartucciKAREN 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.
-
OVERLOOK MASONIC HEALTH CENTER INC
501(C)(3) · NURSING FACILITY · MA · controlled entity
Directly controlled by MASONIC HEALTH SYSTEM OF MASSACHUSETTS
-
OVERLOOK VISITING NURSES ASSOCIATION
501(C)(3) · VNA · MA · controlled entity
Directly controlled by MASONIC HEALTH SYSTEM OF MASSACHUSETTS
-
501(C)(3) · RESIDENT & ASSISTED LIVING FACILITY · MA · controlled entity
Directly controlled by MASONIC HEALTH SYSTEM OF MASSACHUSETTS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533219349309993
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