MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC: Form 990, tax year 2013
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- Organization
- MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC (EIN 04-3515688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349301005
- Schema version
- 2013v3.0
- 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) |
|---|---|---|
| Return | 2014-11-14T07:32:16-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042684828 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEELEY & DRISCOLL PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| 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 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043515688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 5082487344 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA JONES | PersonNm |
| Person Title | EVP AND TREASURER | PersonTitleTxt |
| Phone | 5082487344 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN GAROFALO | PreparerPersonNm |
| PTIN | P00744592 | PTIN |
| Phone | 6717427788 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAMELA JONES | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,476,009 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | THEMASONICHOME.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE - DEVELOPS AND OFFERS SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $164,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,462 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,840,044 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,923,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $807,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $490,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,812,852 | PYTotalRevenueAmt |
| CY Total Revenue | $4,476,009 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,984,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,950,384 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,607,204 | PYOtherExpensesAmt |
| CY Other Expenses | $24,593,150 | CYOtherExpensesAmt |
| PY Total Expenses | $24,591,567 | PYTotalExpensesAmt |
| CY Total Expenses | $28,543,534 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,778,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,067,525 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,721,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,209,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,938,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,494,146 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$31,217,091 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$55,284,616 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,332,826 | ExpenseAmt |
| Revenue | $3,923,789 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $3,332,826 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084342412 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THEODORE E COOLEDGE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD LALIBERTE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E JACKSON | ||||||||
| CLERK | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J STEWART | ||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY J LEONE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE J SMITH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE B NICHOLS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MASON RUSSELL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY WAUGH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID C TURNER | ||||||||
| PRESIDENT/CEO | 40.00 | $296,474 | $0 | $16,724 | Yes (X) | |||
| PAMELA A JONES | ||||||||
| EVP & TREASURER | 40.00 | $201,276 | $0 | $14,153 | Yes (X) | |||
| TOBY SHEA | ||||||||
| CFO | 1.00 | $0 | $406,201 | $8,730 | Yes (X) | 40.00 | ||
| PATRICK MCSHANE | ||||||||
| VP OF CORP COMMUNICATIONS | 40.00 | $138,750 | $0 | $14,482 | Yes (X) | |||
| JUDITH RABIG | ||||||||
| VP INNOVATION AND DEVELOPM | 40.00 | $204,570 | $0 | $0 | Yes (X) | |||
| PAUL BOWLER | ||||||||
| VICE PRESIDENT | 40.00 | $169,548 | $0 | $6,413 | Yes (X) | |||
| GREGORY ABRAMS | ||||||||
| VP OF INFORMATION TECHNOLO | 40.00 | $205,236 | $0 | $12,541 | Yes (X) | |||
| KATHLEEN TURNER | ||||||||
| VP PROJECT MANAGEMENT | 40.00 | $125,253 | $0 | $2,014 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,341,107 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $406,201 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,057 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SQUIRE SANDERS LLP | |||||
| 8000 CRESCENT DRIVE | TYSON CORNER | VA | 22183 | LEGAL | $457,520 |
| AKUITY TECHNOLOGIES | |||||
| 1 WESTEC DRIVE | AUBURN | MA | 01501 | INFORMATION TECHNOLOGY CONSULTANTS | $284,554 |
| WINDSTREAM | |||||
| PO BOX 1283 | BUFFALO | NY | 14240 | TELECOMMUNICATIONS | $219,217 |
| THE ASBURY GROUP | |||||
| 20030 CENTURY BLVD | GERMANTOWN | MA | 20874 | INFORMATION TECHNOLOGY CONSULTANTS | $190,000 |
| NIXON PEABODY LLP | |||||
| PO BOX 28012 | NEW YORK | NY | 10087 | LEGAL | $174,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $61,462 | AllOtherContributionsAmt |
| Total Contributions | $61,462 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 561000 | $3,183,553 | $3,183,553 |
| MANAGEMENT CONTRACT RE | 561000 | $506,746 | $506,746 |
| NET PATIENT SERVICE RE | 812900 | $233,490 | $233,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,923,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $490,758 | TotalRevenueColumnAmt |
| Exclusion | $490,758 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,476,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,923,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $490,758 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,628 | TotalAmt |
| Management And General | $528,628 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,847,313 | TotalAmt |
| Program Services | $1,940,137 | ProgramServicesAmt |
| Management And General | $719,131 | ManagementAndGeneralAmt |
| Fundraising | $188,045 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,452 | TotalAmt |
| Management And General | $40,452 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,536 | TotalAmt |
| Program Services | $198,019 | ProgramServicesAmt |
| Management And General | $93,324 | ManagementAndGeneralAmt |
| Fundraising | $19,193 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,455 | TotalAmt |
| Program Services | $129,604 | ProgramServicesAmt |
| Management And General | $81,289 | ManagementAndGeneralAmt |
| Fundraising | $12,562 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,746 | TotalAmt |
| Management And General | $592,746 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,660 | TotalAmt |
| Management And General | $6,660 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,556 | TotalAmt |
| Management And General | $493,052 | ManagementAndGeneralAmt |
| Fundraising | $1,504 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,750 | TotalAmt |
| Management And General | $114,552 | ManagementAndGeneralAmt |
| Fundraising | $13,198 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,126 | TotalAmt |
| Program Services | $9,353 | ProgramServicesAmt |
| Management And General | $3,972 | ManagementAndGeneralAmt |
| Fundraising | $2,801 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,468 | TotalAmt |
| Program Services | $97,711 | ProgramServicesAmt |
| Management And General | $57,449 | ManagementAndGeneralAmt |
| Fundraising | $13,308 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,817 | TotalAmt |
| Management And General | $80,862 | ManagementAndGeneralAmt |
| Fundraising | $2,955 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,370 | TotalAmt |
| Management And General | $123,370 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,889 | TotalAmt |
| Program Services | $366,496 | ProgramServicesAmt |
| Management And General | $265,393 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,462 | TotalAmt |
| Management And General | $46,462 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| I/C BAD DEBT PROVISION | $20,639,570 | $20,639,570 | ||
| EQUIPMENT RENTAL AND MA | $758,661 | $318,638 | $440,023 | |
| OTHER EXPENSES | $631,035 | $613,020 | $18,015 | |
| TELEPHONE | $261,177 | $107,446 | $151,483 | $2,248 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,863 | TotalAmt |
| Management And General | $7,075 | ManagementAndGeneralAmt |
| Fundraising | $3,788 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,543,534 | TotalAmt |
| Program Services | $3,332,826 | ProgramServicesAmt |
| Management And General | $24,933,091 | ManagementAndGeneralAmt |
| Fundraising | $277,617 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,889 | BOYAmt |
| EOY | $313,642 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,598 | BOYAmt |
| EOY | $49,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,859 | BOYAmt |
| EOY | $332,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,296,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,937,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,606 | BOYAmt |
| EOY | $1,359,285 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,869,298 | BOYAmt |
| EOY | $21,154,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,721,250 | BOYAmt |
| EOY | $23,209,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,489 | BOYAmt |
| EOY | $2,039,491 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,894 | BOYAmt |
| EOY | $27,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,577,958 | BOYAmt |
| EOY | $76,427,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,938,341 | BOYAmt |
| EOY | $78,494,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$31,402,724 | BOYAmt |
| EOY | -$55,381,937 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,995 | BOYAmt |
| EOY | $68,683 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,638 | BOYAmt |
| EOY | $28,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$31,217,091 | BOYAmt |
| EOY | -$55,284,616 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,721,250 | BOYAmt |
| EOY | $23,209,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,067,525 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| OVERLOOK COMMUNITIES INC | |||||
| 043515686 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $0 |
| OVERLOOK VISITING NURSES ASSOCIATION INC | |||||
| 043515687 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $0 |
| OVERLOOK MASONIC HEALTH CENTER INC | |||||
| 222843194 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $0 |
| OVERLOOK HEALTH CENTER AT NORTHHAMPTON INC | |||||
| 270451701 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $0 |
| THE GROVES IN LINCOLN INC | |||||
| 260300778 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,633 | BeginningYearBalanceAmt |
| Contributions | $61,462 | ContributionsAmt |
| Other Expenditures | $149,774 | OtherExpendituresAmt |
| End Year Balance | $97,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,307 | BeginningYearBalanceAmt |
| Contributions | $87,326 | ContributionsAmt |
| End Year Balance | $185,633 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,957 | BeginningYearBalanceAmt |
| Contributions | $79,084 | ContributionsAmt |
| Other Expenditures | $75,734 | OtherExpendituresAmt |
| End Year Balance | $98,307 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,562 | BeginningYearBalanceAmt |
| Contributions | -$161 | ContributionsAmt |
| Other Expenditures | $73,444 | OtherExpendituresAmt |
| End Year Balance | $94,957 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,598 | BeginningYearBalanceAmt |
| Contributions | $56,889 | ContributionsAmt |
| Other Expenditures | $256,925 | OtherExpendituresAmt |
| End Year Balance | $168,562 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.29000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.71000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,296,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,937,709 | DepreciationAmt |
| Book Value | $1,359,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,359,285 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $20,662,145 |
| DONOR RESTRICTED | $97,321 |
| OTHER NON-CURRENT ASSETS | $394,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,154,066 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $76,293,101 |
| DUE TO RELATED PARTY | $134,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,427,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,476,009 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,476,009 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,476,009 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,543,534 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,543,534 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,543,534 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID C TURNER | ||||||||||||||
| PRESIDENT/CEO | $295,497 | $0 | $0 | $0 | $977 | $0 | $3,681 | $0 | $13,043 | $0 | $313,198 | $0 | $0 | $0 |
| PAMELA A JONES | ||||||||||||||
| EVP & TREASURER | $200,310 | $0 | $0 | $0 | $966 | $0 | $2,628 | $0 | $11,525 | $0 | $215,429 | $0 | $0 | $0 |
| TOBY SHEA | ||||||||||||||
| CFO | $0 | $406,154 | $0 | $0 | $0 | $47 | $0 | $2,654 | $0 | $6,076 | $0 | $414,931 | $0 | $0 |
| PATRICK MCSHANE | ||||||||||||||
| VP OF CORP COMMUNICATIONS | $128,370 | $0 | $10,000 | $0 | $380 | $0 | $2,815 | $0 | $11,667 | $0 | $153,232 | $0 | $0 | $0 |
| JUDITH RABIG | ||||||||||||||
| VP INNOVATION AND DEVELOPM | $201,798 | $0 | $0 | $0 | $2,772 | $0 | $0 | $0 | $0 | $0 | $204,570 | $0 | $0 | $0 |
| PAUL BOWLER | ||||||||||||||
| VICE PRESIDENT | $164,962 | $0 | $0 | $0 | $4,586 | $0 | $0 | $0 | $6,413 | $0 | $175,961 | $0 | $0 | $0 |
| GREGORY ABRAMS | ||||||||||||||
| VP OF INFORMATION TECHNOLO | $204,806 | $0 | $0 | $0 | $430 | $0 | $0 | $0 | $12,541 | $0 | $217,777 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN TURNER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KATHLEEN TURNER IS MARRIED TO DAVID TURNER, THE CEO. | RelationshipDescriptionTxt |
| Transaction | $128,760 | TransactionAmt |
| Transaction | PAYROLL | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OVERLOOK MASONIC HEALTH CENTER INC | ||||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 222843194 | SKILLED NURSING FACILITY | MA | 501(C)(3) | 501(C)(3) | 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) | 501(C)(3) | 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) | 501(C)(3) | 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) | 501(C)(3) | 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) | 501(C)(3) | 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERLOOK CATERING INC | BusinessNameLine1 |
US Address USAddress
| 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 Activities | CATERING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OVERLOOK MASONIC HEALTH CENTER INC | ||
| L | $784,254 | FMV |
| OVERLOOK VISITING NURSES ASSOCIATION INC | ||
| L | $1,220,757 | FMV |
| OVERLOOK COMMUNITIES INC | ||
| L | $555,336 | FMV |
| OVERLOOK VISITING NURSES ASSOCIATION INC | ||
| A | $113,647 | FMV |
| THE GROVES IN LINCOLN INC | ||
| L | $171,359 | FMV |
| OVERLOOK HEALTH CENTER AT NORTHAMPTON INC | ||
| L | $430,512 | FMV |
| OVERLOOK HEALTH CENTER AT NORTHAMPTON INC | ||
| D | $4,000,000 | FMV |
| OVERLOOK MASONIC HEALTH CENTER INC | ||
| N | $168,468 | FMV |
| OVERLOOK CATERING INC | ||
| L | $11,400 | FMV |
Comments