2018-11-15T10:14:39-06:00 2017-12-31 BDO USA LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2017-01-01 222843194 Overlook Masonic Health Center Inc % JOSEPH SAVIDGE OVER 5082487344 88 Masonic Home Road Charlton MA 01507 TAMERYN CAMPBELL President/CEO 5084342412 2018-11-15 true Brian Vigneault P00540650 6174220700 2018-11-15 4.14.180.58 04123920183195000018 2018-11-15 P 4B5E67AF9BD0047F057A7D453F2EA46B577BDC2D 7B0E5CBC1A831C42FAF22B241F9305B16BD4DF7E 2017 2019-02-21 02:37:17Z TAMERYN CAMPBELL 88 Masonic Home Road Charlton MA 01507 32418840 false X https://overlook-mass.org/ X 1987 MA CHARITABLE - THE PROVISION OF LONG-TERM RESIDENTIAL AND REHABILITATIVE CARE TO RESIDENTS OF THE COMMUNITY. 9 8 413 0 0 0 192183 157742 24459645 20985319 452638 9766943 2459065 1508836 27563531 32418840 0 0 0 0 11848857 12665511 0 0 0 10744370 11783055 22593227 24448566 4970304 7970274 159850966 149278097 33291008 13863048 126559958 135415049 To provide the residents of the health center with the highest level of comprehensive medical care services with a considerate and personal touch. false false 16789328 0 20985319 Operation of a long-term and residential care facility in Charlton, MA. Total patient days of care, total rest home days of care, and total memory days of care for the year ended December 31, 2017 amounted to 47,472, 9,463, and 4,938 , respectively, for a total days of care of 61,873. 16789328 true true false false false false false true false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 89 0 true 413 true false false false false false true true false false false false X 9 8 false false false false true true true true true false false true true true true true false true true false MA X X JOSEPH SAVIDGE 5084342412 88 MASONIC HOME ROAD CHARLTON MA 01507 Paul Gleason Director 1.0 0.0 X 0 0 0 Mason Russell Director 1.0 0.0 X 0 0 0 Kenneth Blake MHS Board Chair 1.0 0.0 X 0 0 0 Robert Jolly Chairman 1.0 0.0 X 0 0 0 Jack Mulhall Vice Chairman 1.0 0.0 X 0 0 0 William Holland Treasurer 1.0 0.0 X 0 0 0 David Pace Secretary 1.0 0.0 X 0 0 0 Ronald Jackson Clerk 1.0 0.0 X 0 0 0 James Tracey Director 1.0 0.0 X 0 0 0 Tameryn Campbell President & CEO 40.0 1.0 X 414282 0 15274 Paul Bowler PRESIDENT & CEO, BRIARWOOD 1.0 40.0 X 196643 0 15051 Ted WIlbur Chief Information Officer 40.0 0.0 X 138445 0 15051 Joe Savidge Chief Financial OFficer 40.0 0.0 X 141086 0 16005 Lynn Schwartzman Chief Marketing Officer 40.0 0.0 X 143163 0 8686 Donald Akeyo Post Acute Supervisor 40.0 0.0 X 118816 0 13928 1152435 0 83995 11 false true false HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 STAFFING AGENCY 1513115 GENESIS ELDERCARE REHABILITATION SE PO BOX 821322 PHILADELPHIA PA 191821322 INPATIENT REHAB 382804 CUSTOM COMPUTER SPECIALISTS INC PO BOX 29786 NEW YORK NY 100879786 IT SERVICES 281813 KING BISHOP 333 WYMAN STREET SUITE 175 WALTHAM MA 02451 HR STAFFING 203206 PROFESSIONAL NURSES HEALTH SERVICES 425 SUNDERLAND ROAD WORCESTER MA 01604 NURSING AGENCY 134726 5 157742 157742 NET PATIENT REVENUE 623000 17909952 17909952 AFFILIATE MANAGEMENT FEE 900090 3075367 3075367 20985319 254240 254240 0 0 276923 276923 0 276923 276923 9512703 9512703 9512703 9512703 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 252921 252921 TENANT SERVICES REVENUE 900099 141779 141779 CAFETERIA/OTHER TENANT SERVICE REVENUE 900099 74344 74344 762869 762869 1231913 32418840 22217232 10043866 0 0 0 0 1250118 750071 500047 0 9023725 8613145 410580 500196 475186 25010 1037323 985457 51866 854149 811442 42707 1267791 1267791 253936 253936 94550 94550 0 0 0 291342 87403 203939 0 928286 881872 46414 0 0 1078395 1024475 53920 93777 93777 0 14045 14045 788169 788169 0 1494283 1419569 74714 388876 369432 19444 ADMINISTRATION AND GENERAL 3657352 3657352 RESIDENT BED TAX 85700 85700 DIETARY SERVICES 564293 564293 NURSING PURCHASING SERVICES 554670 554670 227590 166613 60977 24448566 16789328 7659238 0 119826 212899 0 0 0 0 6994282 6766941 0 0 0 0 0 0 0 0 190649 98947 61760556 42374623 21434440 19385933 40451758 20881131 0 0 0 0 0 0 90660011 101932246 159850966 149278097 2241483 2563370 0 0 0 0 24140902 3987497 0 0 0 0 0 0 0 0 6908623 7312181 33291008 13863048 X 111128097 124459377 9701500 5225311 5730361 5730361 126559958 135415049 159850966 149278097 X 7970274 -670256 1555073 X false true X true false X 480169 466533 318245 192183 157742 1614872 15507040 15287415 13715974 24459645 20985319 89955393 0 0 0 15987209 15753948 14034219 24651828 21143061 91570265 0 0 0 91570265 299677 314224 -195275 452638 531163 1402427 0 299677 314224 -195275 452638 531163 1402427 0 1016096 1526953 854093 2459065 1231913 7088120 17302982 17595125 14693037 27563531 22906137 100060812 0.91515 0.91714 0.01402 0.02909 X 54967835 178526 24740 15253 55155848 54967835 54967835 70190115 2558820 -2061246 15719854 54967835 80076941 487236 1755477 12129539 70190115 86573267 405691 7875100 14777117 80076941 0.05000 0.95000 false false 336962 336962 47755075 30348081 17406994 0 0 0 7911662 7466150 445512 5756857 4560392 1196465 19385933 DUE FROM AFFILIATES 101434245 DEBT SERVICE 151775 OTHER RECEIVABLES 300716 DUE FROM GRAND LODGE 45510 101932246 0 DUE TO AFFILIATES 4383748 DUE TO RESIDENTS 23291 ASSET RETIREMENT OBLIGATION 787239 PENSION LIABILITY 2117903 7312181 X 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 THE 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. PART X, LINE 2: 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 false false false false false false false false false Tameryn Campbell President & CEO 315282 75000 24000 3310 11964 429556 Paul Bowler PRESIDENT & CEO, BRIARWOOD 175152 21491 2001 13050 211694 Ted WIlbur Chief Information Officer 126852 4200 7393 15051 153496 Joe Savidge Chief Financial OFficer 141086 16005 157091 Lynn Schwartzman Chief Marketing Officer 118163 25000 8686 151849 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 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 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 B, LINE 13: 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 SUSPICION OF FRAUD, WATE, 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 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, BUT IS NOT LIMITED TO: PERFORMANCE OF THE COMPANY, ITS FINANCIAL RESULTS, THE SATISFACTION OF ITS MISSION, AND OTHER QUANTIFIABLE AND QUALITATIVE MEASURES INTERNAL AND EXTERNAL TO THE COMPANY. A REVIEW IS WRITTEN ON EACH EMPLOYEE OF THE COMPANY. MERIT GUIDELINES ARE SET PER COMPANY GUIDELINES. ALL PERFORMANCE REVIEWS ARE SIGNED OFF BY THE DIVISION EXECUTIVE OR CEO (FOR THOSE REPORTING TO THE CEO), BOARD OF DIRECTORS (FOR THE CEO), AND HUMAN RESOURCES PRIOR TO PROCESSING THROUGH PAYROLL. ANY OUT OF CYCLE AND/OR MARKET ADJUSTMENTS ARE SIGNED OFF ON BY THE DIVISION EXECUTIVE OR CEO (FOR THOSE REPORTING TO THE CEO) AND THE CHRO. ANY BONUS COMPENSATION IS SIGNED OFF BY THE CEO, CFO, AND HUMAN RESOURCES. DIRECTORS (FOR THE CEO), AND HUMAN RESOURCES PRIOR TO PROCESSING THROUGH PAYROLL. ANY OUT OF CYCLE AND/OR MARKET ADJUSTMENTS ARE SIGNED OFF ON BY THE DIVISION EXECUTIVE OR CEO (FOR THOSE REPORTING TO THE CEO) AND THE CHRO. ANY BONUS COMPENSATION IS SIGNED OFF BY THE CEO, CFO, AND HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 18: THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN BE FOUND ONLINE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9: ME & CT $271,860 Other Adjustments $1,283,213 Total Adjustments $1,555,073 FORM 990, PARTS I, VIII, IX, X, XI: THE BEGINNING OF YEAR BALANCES HAVE BEEN AMENDED FOR THE FINALIZED FINANCIAL STATEMENTS THAT WERE ISSUED DURING 2018. THE MASONIC HEALTH SYSTEM OF MA INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515688 PARENT MA 501(C)(3) Line 12 NA false OVERLOOK VISITING NURSES ASSOCIATION 88 MASONIC HOME ROAD CHARLTON MA 01507 043515687 VNA MA 501(C)(3) Line 10 MHS true OVERLOOK COMMUNITIES INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515686 NURSING FAC. MA 501(C)(3) Line 10 MHS true OVERLOOK HEALTH CENTER AT NORTHAMPTON 88 MASONIC HOME ROAD cHARLTON MA 01507 270451701 NURSING FAC. MA 501(C)(3) Line 10 MHS true false false false false false false false false true false false false false true false true false false