- Revenue 2024
- $5,559,743
- Expenses 2024
- $4,687,574
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T30
- Classification
- 1000
- Street
- 88 MASONIC HOME RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
2 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
OVERLOOK COMMUNITIES INC
EIN 04-3515686
-
OVERLOOK MASONIC HEALTH CENTER INC
EIN 22-2843194
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $5,559,743
- Expenses
- $4,687,574
- Contributions
- $54,891
- Grants paid
- $0
-
2023
- Revenue
- $123,712
- Expenses
- $114,356
- Contributions
- $36,303
- Grants paid
- $0
-
2022
- Revenue
- $175,836
- Expenses
- $796
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $209,205
- Expenses
- $973
- Assets (EOY)
- $18,557,399
-
2020 · 990
- Revenue
- $125,021
- Expenses
- $945
- Assets (EOY)
- $19,835,323
-
2019 · 990
- Revenue
- $113,052
- Expenses
- $2,443
- Assets (EOY)
- $18,489,863
-
2018 · 990
- Revenue
- $206,273
- Expenses
- $2,106
- Assets (EOY)
- $18,549,254
-
2017 · 990
- Revenue
- $113,052
- Expenses
- $449
- Assets (EOY)
- $19,566,339
-
2016 · 990
- Revenue
- $102,733
- Expenses
- $9,770
- Assets (EOY)
- $19,388,457
-
2015 · 990
- Revenue
- $3,371,086
- Expenses
- $7,584,554
- Assets (EOY)
- $20,791,119
-
2014 · 990
- Revenue
- $4,182,733
- Expenses
- $22,910,670
- Assets (EOY)
- $11,123,602
-
2013 · 990
- Revenue
- $4,476,009
- Expenses
- $28,543,534
- Assets (EOY)
- $23,209,530
-
2012 · 990
- Revenue
- not reported
- Expenses
- $24,591,567
- Assets (EOY)
- $31,721,250
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2023 OPERATIONAL SUPPORT - CHARITABLE: DEVELOP AND OFFER SERVICES AND PROGRAMS TO THE RESIDENTS
-
MASONIC EDUCATION AND CHARITY TRUST
$106,214
2023 OPERATIONAL SUPPORT - CHARITABLE: DEVELOP AND OFFER SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
OVERLOOK MASONIC HEALTH CENTER INC
501(C)(3) · NURSING FACILITY · MA · controlled entity
-
OVERLOOK VISITING NURSES ASSOCIATION
501(C)(3) · VNA · MA · controlled entity
-
501(C)(3) · RESIDENT & ASSISTED LIVING FACILITY · MA · controlled entity
Declared as related by
-
On its 2024 return
-
MASTER WARDENS AND MEMBERS OF THE GRAND LODGE OF MASONS IN MASSACHUS
On its 2024 return
-
MASONIC EDUCATION AND CHARITY TRUST
On its 2024 return
-
OVERLOOK VISITING NURSES ASSOCIATION INC
On its 2024 return
-
OVERLOOK MASONIC HEALTH CENTER INC
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.