OVERLOOK MASONIC HEALTH CENTER INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OVERLOOK MASONIC HEALTH CENTER INC (EIN 22-2843194)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349302828
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T14:35:55-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEELEY & DRISCOLL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PORTLAND STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222843194 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERLOOK MASONIC HEALTH CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OVER | NameControl |
| Phone | 5082487344 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MASONIC HOME ROAD | AddressLine1 |
| City | CHARLTON | City |
| State | MA | State |
| ZIP Code | 015071000 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAM JONES | Name |
| Title | TREASURER AND EVP, ACCOUNTING | Title |
| Phone | 5082487344 | Phone |
| Date Signed | 2011-09-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN GAROFALO | Name |
| Phone | 6177427788 | Phone |
| Date Prepared | 2011-09-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAMELA JONES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MASONIC HOME ROAD | AddressLine1 |
| City | CHARLTON | City |
| State | MA | State |
| ZIP Code | 015071000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22816360 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | THEMASONICHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | CHARITABLE - THE PROVISION OF LONG-TERM RESIDENTIAL AND REHABILITATIVE CARE TO RESIDENTS OF THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 487 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1036308 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1382093 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15186533 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15683831 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 896410 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5058941 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 690788 | OtherRevenuePriorYear |
| Other Revenue Current Year | 691495 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17810039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22816360 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12079684 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12259597 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9481351 | OtherExpensePriorYear |
| Other Expenses Current Year | 9028225 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21561035 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21287822 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3750996 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1528538 | RevenuesLessExpensesCY |
| Total Assets BOY | 184962230 | TotalAssetsBOY |
| Total Assets EOY | 192453459 | TotalAssetsEOY |
| Total Liabilities BOY | 40791725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42007251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 144170505 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 150446208 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE THE RESIDENTS OF THE HEALTH CENTER WITH THE HIGHEST LEVEL OF COMPREHENSIVE MEDICAL CARE SERVICES WITH A CONSIDERATE AND PERSONAL TOUCH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18635679 | Expense |
| Revenue | 16375326 | Revenue |
| Description | OPERATION OF A LONG-TERM CARE AND RESIDENTIAL CARE FACILITY IN CHARLTON, MA. TOTAL PATIENT DAYS OF CARE AND TOTAL REST HOME DAYS OF CARE FOR THE YEAR ENDED DECEMBER 31, 2010 AMOUNTED TO 49,351 AND 14,868, RESPECTIVELY, FOR A TOTAL DAYS OF CARE OF 64,219. | Description |
| Total Program Service Expense | 18635679 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 487 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5082487344 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MASONIC HOME ROAD | AddressLine1 |
| City | CHARLTON | City |
| State | MA | State |
| ZIP Code | 01507 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| DONALD HICKS | |||||||
| CHAIRMAN OF BOARD | 1.00 | X | 0 | 0 | 0 | ||
| JAY JOLICOUER | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT JOLLY | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT GRATTAROTI | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| JACK MULHALL | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES TRACY | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY GARDINER | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| LUDWIG ALBAN | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD STEWART | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN MARSH | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA JONES | |||||||
| TREASURER/ MHS EVP OF ACCOUNTING | 1.00 | X | 0 | 199511 | 20376 | X | |
| DAVID C TURNER | |||||||
| MHS PRESIDENT/CEO | 1.00 | X | 0 | 300257 | 15691 | X | |
| TOBY SHEA | |||||||
| CFO | 1.00 | 0 | 186118 | 9713 | X | ||
| PAUL BOWLER | |||||||
| VP OF OPERATIONS | 40.00 | 173628 | 0 | 9236 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 173628 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 685886 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 55016 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MA | |||||
| 401 PARK DRIVE | BOSTON | MA | 02115 | INSURANCE | 1740254 |
| SYSCO | |||||
| 380 SOUTH WORCHESTER STREET | NORTON | MA | 02766 | FOOD SERVICES | 604899 |
| FLYNN PETROLEUM | |||||
| 307 HARTFORD PIKE | SHREWSBURY | MA | 01545 | UTILITIES | 494543 |
| TRANSCANADA POWER MARKETING LTD | |||||
| 110 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | UTILITIES | 419789 |
| NATHAN SALLOP INSURANCE AGENCY | |||||
| 25 NEW CHARDON STREET | BOSTON | MA | 02114 | INSURANCE | 393982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1382093 | AllOtherContributions |
| Total Contributions | 1382093 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 15683831 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15683831 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15683831 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1843345 | TotalRevenueColumn |
| Exclusion | $1,843,345 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3215596 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3215596 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3215596 | TotalRevenueColumn |
| Exclusion | $3,215,596 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 812900 | 547358 | 547358 |
| CAFETERIA REVENUE | 721310 | 67002 | 67002 |
| BARBER/BEAUTY | 812900 | 22864 | 22864 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54271 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 691495 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22816360 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16375326 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,058,941 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182864 | Total |
| Management And General | 182864 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9609995 | Total |
| Program Services | 9312359 | ProgramServices |
| Management And General | 297636 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414215 | Total |
| Program Services | 393504 | ProgramServices |
| Management And General | 20711 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1157244 | Total |
| Program Services | 1099382 | ProgramServices |
| Management And General | 57862 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895279 | Total |
| Program Services | 850515 | ProgramServices |
| Management And General | 44764 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200004 | Total |
| Management And General | 200004 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12873 | Total |
| Management And General | 12873 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36250 | Total |
| Management And General | 36250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368908 | Total |
| Management And General | 368908 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336999 | Total |
| Program Services | 320149 | ProgramServices |
| Management And General | 16850 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1201003 | Total |
| Program Services | 1140953 | ProgramServices |
| Management And General | 60050 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18059 | Total |
| Management And General | 18059 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 994330 | Total |
| Management And General | 994330 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2472684 | Total |
| Program Services | 2349050 | ProgramServices |
| Management And General | 123634 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401627 | Total |
| Program Services | 381546 | ProgramServices |
| Management And General | 20081 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 849082 | 849082 | |
| RESIDENT BED TAX | 741346 | 741346 | |
| DIETARY SERVICES | 707902 | 707902 | |
| REPAIRS AND MAINTENANCE | 515675 | 489891 | 25784 |
| PROVISION FOR BAD DEBT | 143483 | 143483 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28000 | Total |
| Management And General | 28000 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21287822 | Total |
| Program Services | 18635679 | ProgramServices |
| Management And General | 2652143 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71400 | BOY |
| EOY | 63801 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655783 | BOY |
| EOY | 1057831 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009025 | BOY |
| EOY | 957474 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486686 | BOY |
| EOY | 396444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 65484215 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25700172 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41870564 | BOY |
| EOY | 39784043 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101938118 | BOY |
| EOY | 102908170 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38930654 | BOY |
| EOY | 47285696 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184962230 | BOY |
| EOY | 192453459 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553627 | BOY |
| EOY | 1585149 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55640 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36246441 | BOY |
| EOY | 35205926 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1903175 | BOY |
| EOY | 4129475 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032842 | BOY |
| EOY | 1086701 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40791725 | BOY |
| EOY | 42007251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116788025 | BOY |
| EOY | 122372108 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21676450 | BOY |
| EOY | 22367735 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5706030 | BOY |
| EOY | 5706365 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144170505 | BOY |
| EOY | 150446208 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184962230 | BOY |
| EOY | 192453459 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1528538 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4747165 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 580071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 495441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1020056 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 860861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1171950 | CurrentTaxYear |
| Total | 4128379 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11222918 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8487408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14758017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15186533 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15683831 | CurrentTaxYear |
| Total | 65338707 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11802989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8982849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15778073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16047394 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16855781 | CurrentTaxYear |
| Total | 69467086 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155334 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41159 | CurrentTaxYearMinus2Years |
| Total | 352110 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155334 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41159 | CurrentTaxYearMinus2Years |
| Total | 352110 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 69114976 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3030996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5746992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 533262 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 909773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4855132 | CurrentTaxYear |
| Total | 15076155 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3030996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5746992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 533262 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 909773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4855132 | CurrentTaxYear |
| Total | 15076155 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 727728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 803522 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 712846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 690788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 691495 | CurrentTaxYear |
| Total | 3626379 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15561713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15533363 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17024181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17647955 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22402408 | CurrentTaxYear |
| Total | 88169620 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.78390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.17100 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.15200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 211501 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96602400 | BeginningOfYearBalance |
| Contributions | 3472073 | Contributions |
| Investment Earnings Or Losses | 9393039 | InvestmentEarningsOrLosses |
| Other Expenditures | 10684515 | OtherExpenditures |
| End Of Year Balance | 98782997 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 98483745 | BeginningOfYearBalance |
| Contributions | 735867 | Contributions |
| Investment Earnings Or Losses | 21433488 | InvestmentEarningsOrLosses |
| Other Expenditures | 24050700 | OtherExpenditures |
| End Of Year Balance | 96602400 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 133769784 | BeginningOfYearBalance |
| Contributions | 878300 | Contributions |
| Investment Earnings Or Losses | -29315371 | InvestmentEarningsOrLosses |
| Other Expenditures | 6848968 | OtherExpenditures |
| End Of Year Balance | 98483745 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.72000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 336962 | OtherCostOrOtherBasis |
| Book Value | 336962 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57449186 | OtherCostOrOtherBasis |
| Depreciation | 20762703 | Depreciation |
| Book Value | 36686483 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6321403 | OtherCostOrOtherBasis |
| Depreciation | 4597299 | Depreciation |
| Book Value | 1724104 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1376664 | OtherCostOrOtherBasis |
| Depreciation | 340170 | Depreciation |
| Book Value | 1036494 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39784043 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 46217969 |
| DEFERRED FINANCING COSTS | 1067727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 47285696 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $480,844 |
| DUE TO RESIDENTS | $55,278 |
| ASSET RETIREMENT OBLIGATION | $550,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1086701 | TotalOfAmounts |
| Total Revenue | 22816360 | TotalRevenue |
| Total Expenses | 21287822 | TotalExpenses |
| Excess Or Deficit For Year | 1528538 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4747165 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 4747165 | TotalAdjustments |
| Excess Or Deficit Per FS | 6275703 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27563525 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4747165 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4747165 | RevenueNotRptdF990 |
| Revenue Subtotal | 22816360 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22816360 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21287822 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21287822 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21287822 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ORGANIZATION HAS TWO NON-DEPRECIABLE FIXED ASSETS: STAINED GLASS WINDOWS VALUED AT $72,700 AND RAILROAD EQUIPMENT AND TRACK VALUED AT $87,600 FOR A TOTAL $160,300. THESE TWO ASSETS FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BY ADDING TO THE SOCIAL AND SPIRITUAL WELL BEING OF THE PATIENTS. | |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA JONES | |||||||||||||
| 0 | 199511 | 0 | 0 | 0 | 0 | 0 | 3886 | 0 | 16490 | 0 | 219887 | 0 | 0 |
| DAVID C TURNER | |||||||||||||
| 0 | 300257 | 0 | 0 | 0 | 0 | 0 | 3361 | 0 | 12330 | 0 | 315948 | 0 | 0 |
| TOBY SHEA | |||||||||||||
| 0 | 186118 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9713 | 0 | 195831 | 0 | 0 |
| PAUL BOWLER | |||||||||||||
| 173628 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9236 | 0 | 182864 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION'S MANAGEMENT DUTIES ARE HANDLED BY ONE OF IT'S RELATED ENTITIES, MASONIC HEALTH SYSTEMS OF MASSACHUSETTS, INC. | |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION'S MANAGEMENT DUTIES ARE HANDLED BY ONE OF IT'S RELATED ENTITIES, THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE CORPORATE MEMBER OF OVERLOOK MASONIC HEALTH CENTER, INC. AS SUCH, THE HEALTH SYSTEM HAS THE RIGHT TO APPROVE ACTIONS TAKEN BY THE BOARD MEMBERS OF OVERLOOK MASONIC HEALTH CENTER, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE CORPORATE MEMBER OF OVERLOOK MASONIC HEALTH CENTER, INC. AS SUCH, THE HEALTH SYSTEM HAS THE RIGHT TO ELECT AND APPROVE BOARD MEMBERS OF OVERLOOK MASONIC HEALTH CENTER, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE CORPORATE MEMBER OF OVERLOOK MASONIC HEALTH CENTER, INC. AS SUCH, THE HEALTH SYSTEM HAS THE RIGHT TO APPROVE ACTIONS TAKEN BY THE BOARD MEMBERS OF OVERLOOK MASONIC HEALTH CENTER, INC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT WORKS WITH THE ORGANIZATION'S EXTERNAL AUDITORS TO PREPARE THE FINANCIAL INFORMATION AND COMPILE THE DISCLOSURES REQUIRED OF THE FORM 990. UPON ITS COMPLETION, SENIOR MANAGEMENT PROVIDES A DRAFT OF THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO ITS SUBMISSION. | |
| THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY VIA ANNUAL EXECUTION OF THE CONFLICT OF INTEREST POLICY. THIS CONFLICTS POLICY IS INTENDED TO SUPPLEMENT, BUT NOT REPLACE, ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE CORPORATIONS. THIS CONFLICTS POLICY HAS BEEN ADOPTED BY THE BOARD OF DIRECTORS OF MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. (MHS) THIS CONFLICTS POLICY SHALL APPLY WITH EQUAL FORCE TO ALL CORPORATIONS RELATED TO, OR AFFILIATED WITH, MHS. FORM 990, PART VI, SECTION A, LINE 13:IS THE POLICY OF MHS TO ACTIVELY WORK TO PREVENT FRAUD, WASTE, OR ABUSE OF PROCEDURE. ALL EMPLOYEES, CONTRACTORS, AGENTS, AND VOLUNTEERS OF MHS MUST IMMEDIATELY REPORT ANY SUSPICION OF FRAUD, WASTE, OR ABUSE OF PROCEDURE IN CONNECTION WITH MHS OPERATIONS TO HIS OR HER SUPERVISOR. MHS ENGAGES IN A CORPORATE COMPLIANCE PROGRAM FOR THE PURPOSE OF DETECTING AND PREVENTING FRAUD, WASTE, AND ABUSE OF PROCEDURE. FORM 990, PART VI, SECTION A, LINE 14: MANAGEMENT AND THE BOARD ARE IN THE PROCESS OF INITIATING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION MAINTAINS A PERSONNEL COMMITTEE TO ANNUALLY REVIEW THE PERFORMANCE AND COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THE PERSONNEL COMMITTEE DETERMINES THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ANNUALLY BASED ON COMPARABLE INDUSTRY DATA AND THROUGH A CONSULTATION AGREEMENT WITH TOWERS PERRIN, A NATIONAL HUMAN RESOURCES CONSULTANT. THE DETERMINATION OF COMPENSATION IS SUBSTANTIATED IN THE ORGANIZATION'S MINUTES OF THE PERSONNEL COMMITTEE | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN BE FOUND AT THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,747,165. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515688 | SOLE MEMBER | MA | 501(C)(3) | 501(C)(3) | 0 |
| OVERLOOK VISITING NURSES ASSOCIATION INC | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515687 | HOME HEALTHCARE | MA | 501(C)(3) | 501(C)(3) | 0 |
| OVERLOOK COMMUNITIES INC | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515686 | RESIDENTIAL & ASSISTED LIVING | MA | 501(C)(3) | 501(C)(3) | 0 |
| THE GROVES IN LINCOLN INC | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 260300778 | SENIOR LIVING | MA | 501(C)(3) | 501(C)(3) | 0 |
| OVERLOOK HEALTH CENTER AT NORTHAMPTON INC | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 270451701 | SKILLED NURSING FACILITY | MA | 501(C)(3) | 501(C)(3) | 0 |
| THE APARTMENTS AT THE GROVES INC | |||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 260300696 | SENIOR LIVING | MA | 501(C)(3) | 501(C)(3) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERLOOK CATERING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MASONIC HOME ROAD | AddressLine1 |
| City | CHARLTON | City |
| State | MA | State |
| ZIP Code | 01507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271472010 | EIN |
| Primary Activity | CATERING SERVICES | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 1 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |