2015-11-16T10:09:45-06:00 2014-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2014-01-01 043515688 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC MASO 5082487344 88 MASONIC HOME ROAD CHARLTON MA 015071000 TAMERYN CAMPBELL CEO/PRESIDENT 5082487344 2015-11-13 1 JEFFREY T ROGERS P01074284 6717427788 2014 2016-04-25 22:37:26Z TAMERYN CAMPBELL 88 MASONIC HOME ROAD CHARLTON MA 015071000 4237137 0 X THEMASONICHOME.ORG/ X 2000 MA CHARITABLE - DEVELOPS AND OFFERS SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY. 10 10 44 0 0 0 61462 64316 3923789 3909534 490758 208883 0 0 4476009 4182733 0 0 0 0 3950384 3543656 0 0 298452 24593150 19367014 28543534 22910670 -24067525 -18727937 23209530 11123602 78494146 85136155 -55284616 -74012553 X 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. 0 0 2374659 3894900 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. 2374659 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 1 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 44 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 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 015071000 THEODORE E COOLEDGE DIRECTOR 3.00 X 0 0 0 DONALD LALIBERTE DIRECTOR 3.00 X 0 0 0 RONALD E JACKSON DIRECTOR 3.00 X 0 0 0 ROY J LEONE DIRECTOR 3.00 X 0 0 0 LAWRENCE J SMITH DIRECTOR 3.00 X 0 0 0 MASON RUSSELL DIRECTOR 3.00 X 0 0 0 HARVEY WAUGH CHAIR 3.00 X 0 0 0 KENNETH BLAKE DIRECTOR 3.00 X 0 0 0 WILLIAM HOLLAND DIRECTOR 3.00 X 0 0 0 ROBERT JOLLY DIRECTOR 3.00 X 0 0 0 DAVID C TURNER THROUGH 7114 PRESIDENT/CEO 40.00 X 322636 0 19827 PAMELA A JONES EVP & TREASURER 40.00 X 202050 0 15989 TAMERYN CAMPBELL PRESIDENT/CEO 40.00 X 99024 0 2603 PATRICK MCSHANE THROUGH 121514 VP OF CORP COMMUNICATIONS 40.00 X 157713 0 7253 PAUL BOWLER VICE PRESIDENT 40.00 X 176009 0 7433 GREGORY ABRAMS THROUGH 121514 VP OF INFORMATION TECHNOLO 40.00 X 213632 0 13347 1171064 0 66452 7 0 1 0 WINDSTREAM PO BOX 1283 BUFFALO NY 142401283 TELECOMMUNICATIONS 221132 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 AUDIT AND CONSULTING 195206 AKUITY TECHNOLOGIES 1 WESTEC DRIVE AUBURN MA 01501 INFORMATION TECHNOLOGY CONSULTANTS 184453 3 64316 64316 MANAGEMENT FEE REVENUE 561000 3018138 3018138 MANAGEMENT CONTRACT RE 561000 555728 555728 NET PATIENT SERVICE RE 812900 335668 335668 3909534 223517 223517 39770 54404 -14634 -14634 -14634 4182733 3894900 0 223517 653394 653394 2315799 1434622 678167 203010 38502 38502 342356 212293 100051 30012 193605 108550 68083 16972 151573 151573 10015 10015 716517 716517 118219 99469 18750 7109 616 3785 2708 175164 101595 59733 13836 80258 77895 2363 117966 117966 578806 335708 243098 65116 65116 I/C BAD DEBT PROVISION 15999151 15999151 EQUIPMENT RENTAL AND MA 886598 886598 OTHER EXPENSES 312970 304003 8967 TELEPHONE 141235 81806 58025 1404 6317 5887 430 22910670 2374659 20237559 298452 313642 58914 49945 49404 526164 332592 336074 3269031 2477525 1359285 791506 21154066 9361540 23209530 11123602 2039491 817671 27497 0 76427158 84318484 78494146 85136155 X -55381937 -74114710 68683 73519 28638 28638 -55284616 -74012553 23209530 11123602 -18727937 0 X 0 1 X 0 0 X X 5 OVERLOOK COMMUNITIES INC 043515686 501(C)(3) 1 0 555600 OVERLOOK VISITING NURSES ASSOCIATION INC 043515687 501(C)(3) 1 0 1220760 OVERLOOK MASONIC HEALTH CENTER INC 222843194 501(C)(3) 1 0 784254 OVERLOOK HEALTH CENTER AT NORTHHAMPTON INC 270451701 501(C)(3) 1 0 438000 THE GROVES IN LINCOLN INC 260300778 501(C)(3) 1 0 0 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 97321 64316 59480 102157 185633 61462 149774 97321 98307 87326 185633 94957 79084 75734 98307 168562 -161 73444 94957 0.28000 0.72000 0 0 3269031 2477525 791506 791506 DUE FROM AFFILIATES 8887883 DONOR RESTRICTED 102157 OTHER NON-CURRENT ASSETS 371500 9361540 DUE TO AFFILIATES 84184427 DUE TO RELATED PARTY 134057 84318484 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 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 1 0 0 0 0 0 0 0 0 DAVID C TURNER THROUGH 7114 PRESIDENT/CEO 175502 0 0 0 147134 0 4268 0 15559 0 342463 0 0 0 PAMELA A JONES EVP & TREASURER 201051 0 0 0 999 0 3098 0 12891 0 218039 0 0 0 PATRICK MCSHANE THROUGH 121514 VP OF CORP COMMUNICATIONS 152312 0 5000 0 401 0 2940 0 4313 0 164966 0 0 0 PAUL BOWLER VICE PRESIDENT 171334 0 0 0 4675 0 0 0 7433 0 183442 0 0 0 GREGORY ABRAMS THROUGH 121514 VP OF INFORMATION TECHNOLO 213188 0 0 0 444 0 0 0 13347 0 226979 0 0 0 PART I, LINE 4A COMPENSATION FOR DAVID C. TURNER, THE FORMER CEO, INCLUDES SEVERANCE AMOUNTS PAID BY MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. PURSUANT TO HIS AGREEMENT, TOTAL SEVERANCE INCLUDES PAYMENT FOR 24 WEEKS OF PAY. COMPENSATION FOR GREGORY ABRAMS, FORMER VICE PRESIDENT, INCLUDES SEVERANCE AMOUNTS PAID BY MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. PURSUANT TO HIS AGREEMENT, TOTAL SEVERANCE INCLUDES A PAYMENT OF $12,108. COMPENSATION FOR PATRICK MCSHANE, FORMER VICE PRESIDENT, INCLUDES SEVERANCE AMOUNTS PAID BY MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. PURSUANT TO HIS AGREEMENT, TOTAL SEVERANCE INCLUDES A PAYMENT OF $31,392. KATHLEEN TURNER KATHLEEN TURNER IS MARRIED TO DAVID TURNER, THE CEO (THROUGH 07/17/14). 53443 PAYROLL 0 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 B, 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 B, 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 WATSON, 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 ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. OVERLOOK MASONIC HEALTH CENTER INC 88 MASONIC HOME ROAD CHARLTON MA 01507 222843194 SKILLED NURSING FACILITY MA 501(C)(3) LINE 9 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 OVERLOOK VISITING NURSES ASSOCIATION INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515687 HOME HEALTHCARE MA 501(C)(3) LINE 9 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 OVERLOOK COMMUNITIES INC 88 MASONIC HOME ROAD CHARLTON MA 01507 043515686 RESIDENTIAL & ASSISTED LIVING MA 501(C)(3) LINE 9 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 OVERLOOK HEALTH CENTER AT NORTHAMPTON INC 88 MASONIC HOME ROAD CHARLTON MA 01507 270451701 SKILLED NURSING FACILITY MA 501(C)(3) LINE 9 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 THE GROVES IN LINCOLN INC 88 MASONIC HOME ROAD CHARLTON MA 01507 260300778 SENIOR LIVING MA 501(C)(3) LINE 9 MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 THE APARTMENTS AT THE GROVES INC 88 MASONIC HOME ROAD CHARLTON MA 01507 260300696 SENIOR LIVING MA 501(C)(3) 501(C)(3) MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC 0 OVERLOOK CATERING INC 88 MASONIC HOME ROAD CHARLTON MA 01507 271472010 CATERING SERVICES MA MHS C 120719 389086 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 OVERLOOK MASONIC HEALTH CENTER INC L 784254 FMV OVERLOOK VISITING NURSES ASSOCIATION INC L 1220760 FMV OVERLOOK COMMUNITIES INC L 555760 FMV THE GROVES IN LINCOLN INC L 0 FMV OVERLOOK HEALTH CENTER AT NORTHAMPTON INC L 438000 FMV OVERLOOK HEALTH CENTER AT NORTHAMPTON INC D 3050000 FMV OVERLOOK CATERING INC L 11400 FMV