2019-07-08T14:12:43-05:00 2018-12-31 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2018-01-01 043515687 OVERLOOK VISITING NURSE ASSOCIATION INC OVER 5082487344 88 MASONIC HOME ROAD CHARLTON MA 015071000 TAMERYN CAMPBELL CEO/PRESIDENT 5082487344 2019-06-25 1 DOUGLAS FARRINGTON P00370668 6178075000 2019-06-25 47.19.127.190 2019-06-25 12:16:55 ED P 5646463611682D9FF634D53B57C349B9DAC2909E 5646463611682D9FF634D53B57C349B9DAC2909E 2018 2019-02-21 02:37:17Z TAMERYN CAMPBELL 88 MASONIC HOME ROAD CHARLTON MA 015071000 20169655 0 X WWW.OVERLOOK-MASS.ORG X 2000 MA CHARITABLE - THE PROVISION OF HOME HEALTH AND HOSPICE FOR RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS WITH AN EMPHASIS ON HEALTH AND WELL BEING. 9 9 337 20 0 0 9666 5010 16415942 20116220 -1388 0 400366 48425 16824586 20169655 0 0 0 0 12479998 14225089 0 0 0 4511303 4716718 16991301 18941807 -166715 1227848 6570553 7455805 23637425 23304571 -17066872 -15848766 TO PROMOTE AND PROVIDE EFFICIENT HOME HEALTH AND HOSPICE SERVICES ACROSS THE CONTINUUM FOR RESIDENTS OF THE COMMONWEALTH OF MASSASHUSETTS WITH EMPHASIS ON HEALTH AND WELL BEING. 0 0 13074660 20116220 OPERATION OF HOME HEALTH AND HOSPICE PROVIDER BASED IN CHARLTON, MA. 13074660 1 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 41 0 1 337 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X X TAMERYN CAMPBELL 5084342412 88 MASONIC HOME ROAD CHARLTON MA 01507 PAUL GLEASON DIRECTOR, EX OFFICIO 1.00 0.00 X 0 0 0 MASON RUSSELL CHAIR 1.00 0.00 X X 0 0 0 ROBERT SCHREMSER VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID PACE SECRETARY 1.00 0.00 X X 0 0 0 RONALD JACKSON CLERK 1.00 0.00 X X 0 0 0 JAMES TRACY TREASURER 1.00 0.00 X 0 0 0 WAYNE SZRETTER DIRECTOR 1.00 0.00 X 0 0 0 TAMERYN CAMPBELL PRESIDENT & CEO 1.00 40.00 X 0 374352 11393 ERNESTO MORENO EXECUTIVE DIRECTOR OF HOMECARE & HOSPICE 40.00 0.00 X 224477 0 6229 CAROL PARECE REGIONAL ADMINISTRATOR 40.00 0.00 X 142235 0 15895 CHRISTOPHER HART ADMINISTRATOR OF HOSPICE OPERATIONS & DEVELOPMENT 40.00 0.00 X 113126 0 3633 ALICE KENNEY PHYSICAL THERAPIST 43.43 0.00 X 116130 0 8057 RUSSELL CHAMBERLAIN PHYSICAL THERAPIST 43.48 0.00 X 144656 0 987 740624 374352 46194 5 0 1 0 AMN HEALTHCARE PO BOX 281939 ATLANTA GA 30384 THERAPY CONTRACT LABOR 295577 HOMECARE HOMEBASE 6688 N CENTRAL EXPY 800 DALLAS TX 75206 SOFTWARE 254757 2 5010 5010 NET PATIENT REVENUE 621610 20116220 20116220 20116220 OTHER SERVICES 900099 48425 48425 48425 20169655 20164645 0 0 230706 173675 57031 11957673 9001698 2955975 99851 80195 19656 1029397 935788 93609 907462 680894 226568 928841 928841 17256 17256 723102 338954 384148 101342 101342 1337548 1000171 337377 271700 204372 67328 561185 510006 51179 11562 11562 128941 128941 16470 16470 176802 102088 74714 EQUIPMENT RENTAL & MAIT 330082 330082 OTHER A&G EXPENSES 65068 65068 BAD DEBT EXPENSE 46819 46819 18941807 13074660 5867147 0 392469 763867 2240706 2642332 179541 152979 2677315 2671698 22087 5617 3735750 3891010 6570553 7455805 1410554 1629068 793930 968278 21432941 20707225 23637425 23304571 X -17076644 -15848766 9772 0 -17066872 -15848766 6570553 7455805 X 1227848 -9743 -1 X 0 1 X 1 0 X 79880 10052 8076 9666 5010 112684 19980755 18168791 16087272 16415942 20069401 90722161 20060635 18178843 16095348 16425608 20074411 90834845 507 172 679 0 507 172 679 90834166 20060635 18178843 16095348 16425608 20074411 90834845 1.00000 1.00000 0.00000 X 9772 9772 20953 11181 9772 20593 20593 98546 2597 80550 20593 87603 1843 60000 98546 0 0 2677315 2671698 5617 5617 DUE FROM AFFILIATES 3857053 OTHER ASSETS 33957 3891010 DUE TO AFFILIATES 20402499 DUE TO THIRD PARTY PAYOR 304726 20707225 X PART X, LINE 2: MHS, HEALTH CENTER, OVNA, COMMUNITIES, AND NORTHAMPTON HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X X X X 0 0 0 0 0 0 0 0 0 TAMERYN CAMPBELL PRESIDENT & CEO 0 349852 0 0 0 24500 0 5500 0 5893 0 385745 0 0 ERNESTO MORENO EXECUTIVE DIRECTOR OF HOMECARE & HOS 192862 0 31615 0 0 0 0 0 6229 0 230706 0 0 0 CAROL PARECE REGIONAL ADMINISTRATOR 136661 0 0 0 5574 0 2687 0 13208 0 158130 0 0 0 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 11B MANAGEMENT WORKS WITH THE ORGANIZATION'S EXTERNAL AUDITORS TO PREPARE THE FINANCIAL INFORMATION AND COMPILE THE DISCLOSURES REQURED FOR THE FORM 990. UPON ITS COMPLETION SENIOR MANAGEMENT PROVIDES A DRAFT OF THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO ITS SUBMISSION FORM 990 PART VI, SECTION B, LINE 12 IT 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 SUSPICON 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 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 CONFLICT POLICY IS INTENDED TO SUPPLEMENT, BUT NOT REPLACE ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE CORPORATIONS. THIS CONFLICT POLICY HAS BEEN ADOPTED BY THE BOARD OF DIRECTORS OF MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC, (MHS) THIS CONFLICT POLICY SHALL APPLY WITH EQUAL FORCE TO ALL CORPORATIONS RELATED TO, OR AFILIATED WITH MHS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S SOLE MEMBER, MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. MAINTAINS AN EXECUTIVE COMMITTEE, WHICH AMONG OTHER THINGS, REVIEWS THE COMPENSATION AND TERMS OF THE AGREEMENT WITH ITS EXECUTIVE OFFICER. THAT REVIEW INCLUDES, AMONG OTHER THINGS, PERFORMANCE OF THE COMPANY, ITS FINANCIAL RESULTS, THE SATISFACTION OF ITS MISSION AND OTHER QUANITIFIABLE AND QUALITATIVE MEASURES INTERNAL AND EXTERNAL TO THE COMPANY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE 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, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN BE FOUND AT THE MASSACHUSETTS ATTORNEY'S WEBSITE. FORM 990, PART XI, LINE 9: ROUNDING -1. THE MASONIC HEALTH SYSTEM OF MASSAC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515688 PARENT MA 501(C)(3) LINE 12 N/A 0 OVERLOOK COMMUNITIES 88 MASONIC HOME ROAD CHARLTON MA 01507 043515686 NURSING FAC. MA 501(C)(3) LINE 10 MHS 1 OVERLOOK MASONIC HEALTH CENTER INC 88 MASONIC HOME ROAD CHARLTON MA 01507 222843194 NURSING FAC. MA 501(C)(3) LINE 10 MHS 1 OVERLOOK HEALTH CENTER AT NORTHAMTON INC 88 MASONIC HOME ROAD CHARLTON MA 01507 270451701 NURSING FAC. MA 501(C)(3) LINE 10 MHS 1 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 MASONIC HEALTH SYSTEM OF MASSACHUSETTS D 2384639 FMV MASONIC HEALTH SYSTEM OF MASSACHUSETTS M 7109392 FMV MASONIC HEALTH SYSTEM OF MASSACHUSETTS N 7476913 FMV MASONIC HEALTH SYSTEM OF MASSACHUSETTS M 928841 FMV OVERLOOK COMMUNITIES D 730337 FMV OVERLOOK COMMUNITIES N 459280 FMV OVERLOOK MASONIC HEALTH CENTER D 742077 FMV OVERLOOK MASONIC HEALTH CENTER E 5356914 FMV OVERLOOK MASONIC HEALTH CENTER K 148848 FMV OVERLOOK MASONIC HEALTH CENTER M 235316 FMV