Civic Intelligence

Overlook Communities Inc.

990 • Fiscal year 2017 • EIN 04-3515686

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profileoverlook-mass.org
88 Masonic Home RoadCharlton, MA 01507

(508) 248-7344

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

2.07x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

6.12x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

53rd percentile

3.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$429,556

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

44th percentile

3.4%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$35,447,707

Up $1,160,254 (+3.4%) from 2016

Net Assets

Up

-$37,872,089

Up $177,024 (+0.5%) from 2016

Liabilities

Up

$73,319,796

Up $983,230 (+1.4%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin53rd percentile

Revenue

Up

$11,989,483

Up $1,448,683 (+14%) from 2016

Expenses

Down

$11,543,186

Down $111,298 (-1.0%) from 2016

Net Income

Up

$446,297

Up $1,559,981 (+140%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2010: $59,754,881Liabilities 2010: $77,790,341Net Assets 2010: -$18,035,4602010Assets 2011: $53,383,058Liabilities 2011: $72,514,742Net Assets 2011: -$19,131,6842011Assets 2012: $52,020,068Liabilities 2012: $71,974,354Net Assets 2012: -$19,954,2862012Assets 2013: $49,706,688Liabilities 2013: $71,258,270Net Assets 2013: -$21,551,5822013Assets 2014: $47,526,435Liabilities 2014: $71,461,606Net Assets 2014: -$23,935,1712014Assets 2015: $46,015,512Liabilities 2015: $71,895,330Net Assets 2015: -$25,879,8182015Assets 2016: $34,287,453Liabilities 2016: $72,336,566Net Assets 2016: -$38,049,1132016Assets 2017: $35,447,707Liabilities 2017: $73,319,796Net Assets 2017: -$37,872,0892017Assets 2018: $34,186,456Liabilities 2018: $71,959,795Net Assets 2018: -$37,773,3392018Assets 2019: $34,387,959Liabilities 2019: $71,931,101Net Assets 2019: -$37,543,1422019Assets 2020: $32,024,784Liabilities 2020: $69,571,377Net Assets 2020: -$37,546,5932020Assets 2021: $31,731,503Liabilities 2021: $69,560,060Net Assets 2021: -$37,828,5572021Assets 2022: $33,492,557Liabilities 2022: $71,038,767Net Assets 2022: -$37,546,2102022Assets 2023: $36,765,642Liabilities 2023: $74,187,449Net Assets 2023: -$37,421,8072023Assets 2024: $36,695,511Liabilities 2024: $73,924,598Net Assets 2024: -$37,229,0872024

Highlighted filing

2017

Assets$35,447,707
Liabilities$73,319,796
Net Assets-$37,872,089
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,852,7492010Expenses 2011: $11,682,7422011Expenses 2012: $11,723,2502012Revenue 2013: $10,758,242Expenses 2013: $12,612,410Net Income 2013: -$1,854,1682013Revenue 2014: $11,044,350Expenses 2014: $13,427,939Net Income 2014: -$2,383,5892014Revenue 2015: $10,793,020Expenses 2015: $12,737,667Net Income 2015: -$1,944,6472015Revenue 2016: $10,540,800Expenses 2016: $11,654,484Net Income 2016: -$1,113,6842016Revenue 2017: $11,989,483Expenses 2017: $11,543,186Net Income 2017: $446,2972017Revenue 2018: $11,960,959Expenses 2018: $11,861,174Net Income 2018: $99,7852018Revenue 2019: $13,139,017Expenses 2019: $12,908,820Net Income 2019: $230,1972019Revenue 2020: $13,634,106Expenses 2020: $13,637,557Net Income 2020: -$3,4512020Revenue 2021: $14,000,337Expenses 2021: $14,282,301Net Income 2021: -$281,9642021Revenue 2022: $14,332,262Expenses 2022: $14,049,915Net Income 2022: $282,3472022Revenue 2023: $14,570,599Expenses 2023: $14,446,196Net Income 2023: $124,4032023Revenue 2024: $15,775,940Expenses 2024: $15,583,220Net Income 2024: $192,7202024

Highlighted filing

2017

Revenue$11,989,483
Expenses$11,543,186
Net Income$446,297
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$11,989,483
Mission and Program Overview

Mission

Charitable - the provision of an elderly community for the residents of the local community.

Charitable - the provision of a senior living life care community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$31,345,935$31,080,689▼ $265,246
Accounts Receivable$1,063,637$2,016,053▲ $952,416
Prepaid Expenses and Deferred Charges$42,208$33,898▼ $8,310
Cash and Non-Interest-Bearing Accounts$47,739$10,398▼ $37,341
Inventories for Sale or Use$8,704$8,704→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$34,012,845$35,447,707▲ $1,434,862
Other Assets Total$1,504,622$2,297,965▲ $793,343
Liabilities
Other Liabilities$58,953,662$66,999,107▲ $8,045,445
Accounts Payable and Accrued Expenses$6,167,136$5,528,569▼ $638,567
Tax Exempt Bond Liabilities$7,215,988$792,120▼ $6,423,868
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$72,336,786$73,319,796▲ $983,010
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,843$10,398▲ $5,555
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-38,328,784$-37,882,487▲ $446,297
Total Net Assets Fund Balance$-38,323,941$-37,872,089▲ $451,852
Total Liabilities and Net Assets / Fund Balance$34,012,845$35,447,707▲ $1,434,862

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,616,483$14,682,200$43,298,683
Equipment$1,223,170$4,323,351$5,546,521
Other Land Buildings$1,241,036$3,810,979$4,152,015
Leasehold Improvements$0$0$0
Other Assets Org$2,297,965--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseOtherTotal
Tameryn CampbellPresident & CEO$78,490$33,818$112,308

Board Members and Trustees

NameTitle
Robert JollyChairman
Kenneth BlakeMHS Board Chair
Jack MullhallVice Chairman
James TraceyDirector
Mason RussellDirector
Paul GleasonDirector
Maureen A O'TooleExecutive Director
Ronald JacksonClerk
David PaceSecretary
William HollandTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Babe's Lawn Care INCLandscaping345 STURBRIDGE ROAD, Brimfield, MA 01010$432,352
Solutions Advisors LLCMarketing125 VILLAGE BOULEVARD SUITE 304, Princeton, NJ 08540$319,667
TraneHvacPO BOX 406469, Springfield, MA 01104$152,557
Northeast Flooring KitchenLabor17 KENNEDY DRIVE, Putnam, CT 06260$141,709
Pp Floor CoveringLabor107 WAITE CORNER ROAD, North Brookfield, MA 01535$141,333
Revenue and Support

Revenue Composition

Contributions and Grants
$9,865
Program Service Revenue
$11,132,474
Investment Income
$29,127
Other Revenue
$818,017
All Other Contributions
$9,865
Change in Net Assets
$446,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,561,366
Salaries, Compensation, and Employee Benefits$2,981,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,479,283$986,189-$2,465,472
Occupancy$844,187$717,085-$1,561,272
Depreciation Depletion$875,404$583,602-$1,459,006
Fees for Services Other$656,093$132,550-$788,643
Fees for Services Management-$323,968-$323,968
Interest-$318,822-$318,822
Advertising-$251,035-$251,035
Other Employee Benefits$133,990$89,326-$223,316
Payroll Taxes$108,434$72,290-$180,724
Insurance$113,147$41,479-$154,626
Current Officers, Directors, Trustees, and Key Employees$67,385$44,923-$112,308
All Other Expenses-$98,935-$98,935
Conferences and Meetings-$68,789-$68,789
Other Expenses$61,461$1,334-$62,795
Fees for Services Accounting-$45,170-$45,170
Information Technology$23,322$714-$24,036
Office Expenses$15,643$7,876-$23,519
Total Functional Expenses$6,816,890$4,726,296$0$11,543,186
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$33,807,558
Due to Affiliates$23,521,583
Non-refundable Entrance Fees$9,669,966

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMa Development Finance Agency2010-12-22$18,000,000Ma development finance agency

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,480,017$151,797$6,438,445$387,000

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
Yes
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 tax advisor (cpa firm) 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 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 A, LINE 13:

“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 procesure.”

FORM 990, PART VI, SECTION A, LINE 14:

“Management and the board are in the process of initiation a written document retention and destruction policy.”

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 quantifiable and qualitative measures internal and external to the company.”

FORM 990, PART VI, SECTION C, LINE 18:

“The organization's form 990 is avalable 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 financial statements, the conflict of interest policy and governing documents are avaliable upon request.”

Filing and Contact Details

Filer

Filer Name
Overlook Communities Inc
EIN
04-3515686
In Care Of
% TAMERYN CAMPBELL
Phone
5082487344
Address
88 Masonic Home Road, Charlton, MA 01507

Signing Officer

Name
Tameryn Campbell
Title
President & CEO
Phone
5084342412
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tameryn Campbell
Formed
2000
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
170
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
ONE INTERNATIONAL PLACE, BOSTON, MA 02110
Preparer
Brian Vigneault
Phone
6174220700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net Assets Released from Restriction”

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.”

Financial Statement Notes

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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0To provide, operate, manage and/or arrange for the provision of housing facilities and related services for elderly freemasons of every race, color and religion, and their widows and family members, as well as members of the community at large, including continuing care facilities and services specially designed to meet said individuals' physicial social and psychological needs, and to promote their health, security, happiness and usefulness in longer living.
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IRS990/Form990PartVIISectionAGrp/PersonNm6David Pace
IRS990/Form990PartVIISectionAGrp/PersonNm7Ronald Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm8James Tracey
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,447,707
Liabilities
$73,319,796
Net assets
-$37,872,089
Revenue
$11,989,483
Expenses
$11,543,186
Net income
$446,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$73.9$37.2$15.8$15.6$0.19
2023Detailed filing. Detailed filing data is available for this year.$36.8$74.2$37.4$14.6$14.4$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$71.0$37.5$14.3$14.0$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$69.6$37.8$14.0$14.3$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$69.6$37.5$13.6$13.6$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$71.9$37.5$13.1$12.9$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$72.0$37.8$12.0$11.9$0.10
2017Detailed filing. Detailed filing data is available for this year.$35.4$73.3$37.9$12.0$11.5$0.45
2016Detailed filing. Detailed filing data is available for this year.$34.3$72.3$38.0$10.5$11.7$1.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$71.9$25.9$10.8$12.7$1.94
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$47.5$71.5$23.9$11.0$13.4$2.38
2013Detailed filing. Detailed filing data is available for this year.$49.7$71.3$21.6$10.8$12.6$1.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.0$72.0$20.0$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$72.5$19.1$11.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$77.8$18.0$10.9