2011-11-11T14:35:55-06:00 2010-12-31 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2010-01-01 270451701 OVERLOOK HEALTH CENTER AT NORTHAMPTON INC OVER 4135848457 88 MASONIC HOME ROAD CHARLTON MA 01507 PAMELA JONES 4135848457 2011-09-22 1 ALAN GAROFALO 6177427788 2010 2016-03-07 17:11:31Z PAMELA JONES 88 MASONIC HOME ROAD CHARLTON MA 01507 7070901 0 X WWW.MASONICHEALTHSYSTEM.ORG X 2009 MA CHARTIBLE-THE PROVISION OF LONG TERM RESIDENTIAL AND REHABILITATIVE CARE TO RESIDENTS OF THE COMMUNITY 13 11 377 10 0 0 7969 6493 3627563 7019100 239 2 15053 45306 3650824 7070901 0 0 0 0 1819656 6638318 0 0 0 3072217 3985790 4891873 10624108 -1241049 -3553207 4743307 5103252 6363174 10276326 -1619867 -5173074 TO PROVIDE THE RESIDENTS OF THE HEALTH CENTER WITH THE HIGHEST LEVEL OF COMPREHENSIVE MEDICAL CARE SERVICES WITH A CONSIDERATE AND PERSONAL TOUCH. 0 0 9583327 7062293 TO PROVIDE THE RESIDENTS OF THE HEALTH CENTER WITH THE HIGHEST LEVEL OF COMPREHENSIVE MEDICAL CARE SERVICES WITH A CONSIDERATE AND PERSONAL TOUCH 9583327 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 377 1 0 0 0 0 0 0 0 0 0 0 X 13 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X X PAMELA JONES 5082487344 88 MASONIC HOME ROAD CHARLTON MA 01507 PAMELA JONES 1.00 X X 0 199511 20376 ROGER W PAGEAU 1.00 X X 0 0 0 DAVID C TURNER 1.00 X X 0 300257 15691 RICHARD J STEWART 1.00 X X 0 0 0 WILLIAM BARNETT 1.00 X X 0 0 0 RONALD E JACKSON 1.00 X 0 0 0 JOHN LILLIS 1.00 X 0 0 0 JOSEPH KEARNS 1.00 X 0 0 0 BRIAN MARSH 1.00 X 0 0 0 DAVID PACE 1.00 X 0 0 0 STEVEN JACKSON 1.00 X 0 0 0 KENNETH ELSTEIN 1.00 X 0 0 0 PAUL CATALDO 1.00 X 0 0 0 TOBY SHEA 1.00 X X 0 186118 9713 0 685886 45780 0 0 1 0 WORLDWIDE STAFFING 425 UNION STREET WEST SPRINGFIELD MA 01089 RN AND CNA STAFFING 283027 SYSCO 380 SOUTH WORCHESTER STREET NORTON MA 02766 FOOD SERVICES 219125 MCCLELLAND HEALTH SYSTEMS 85 INTERSTATE DRIVE WEST SPRINGFIELD MA 01089 NUTRITIONAL SERVICES 187776 MEDLINE INDUSTRIES INC 560 WEST ST MANSFIELD MA 02048 HEALTH SERVICES 164046 NURSEFINDERS 181 PARK AVENUE WEST SPRINGFIELD MA 01089 RN AND CNA STAFFING 117286 5 6493 6493 PATIENT SERVICE REVENU 623000 7019100 7019100 7019100 2 2 MISCELLANEOUS REVENUE 900099 33883 33883 CAFETERIA REVENUE 900099 9310 9310 PURCHASE DISCOUNT 900099 2113 2113 45306 7070901 7064406 0 2 5618193 5337283 280910 3951 3753 198 547826 520435 27391 468348 444931 23417 412949 412949 50782 50782 20117 20117 576589 547760 28829 19750 19750 156928 149082 7846 339405 322435 16970 13253 12590 663 120035 120035 234628 222897 11731 191319 181753 9566 MEDICAL SUPPLIES 618304 618304 RESIDENT BED TAX 533227 533227 DIETARY SERVICES 274191 274191 PROVISION FOR UNCOLLECT 231764 231764 REPAIRS AND MAINTENANCE 107183 101824 5359 85366 81098 4268 10624108 9583327 1040781 0 198110 372767 743841 758322 165218 201177 4036790 309470 3623090 3727320 13048 43666 4743307 5103252 1181668 945577 5181506 9330749 6363174 10276326 X -1627836 -5187476 7969 14402 -1619867 -5173074 4743307 5103252 -3553207 0 X 0 1 1 X 0 X 7969 6493 14462 3627563 7019100 10646663 3635532 7025593 10661125 0 0 0 10661125 239 2 241 239 2 241 15053 45306 60359 3650824 7070901 10721725 X 7969 6493 60 14402 7969 7969 1.00000 0 0 500000 500000 3036207 199353 2836854 39600 6188 33412 118842 37929 80913 342141 66000 276141 3727320 DUE TO AFFILIATES 9251939 DUE TO RESIDENTS 78810 9330749 7070901 10624108 -3553207 0 -3553207 7070901 0 7070901 0 7070901 10624108 0 10624108 0 10624108 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. X X X X 0 0 0 0 0 0 0 0 0 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 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 THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION AND ELECTS THE BOARD OF DIRECTORS. THERE ARE NO CLASSES OF DIRECTORS. THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC HAS THE POWER TO REMOVE DIRECTORS, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION AND ELECTS THE BOARD OF DIRECTORS. THERE ARE NO CLASSES OF DIRECTORS. THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC HAS THE POWER TO REMOVE DIRECTORS, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION AND ELECTS THE BOARD OF DIRECTORS. THERE ARE NO CLASSES OF DIRECTORS. THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC HAS THE POWER TO REMOVE DIRECTORS, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN ALSO BE FOUND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515688 SOLE MEMBER 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 OVERLOOK MASONIC HEALTH CENTER INC 88 MASONIC HOME ROAD CHARLTON MA 01507 222843194 SKILLED NURSING FACILITY MA 501(C)(3) 501(C)(3) 0 OVERLOOK VISITING NURSE ASSOCIATION INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515687 VISITING NURSE ASSOCIATION 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 THE APARTMENTS AT THE GROVES INC 88 MASONIC HOME ROAD CHARLTON MA 01507 260300696 SENIOR LIVING MA 501(C)(3) 501(C)(3) 0 OVERLOOK CATERING INC 88 MASONIC HOME ROAD CHARLTON MA 01507 271472010 CATERING SERVICES MA C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0