2022-08-04T11:37:05-05:00 2021-09-30 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2020-10-01 042104298 Hebrew Rehabilitation Center % JONATHAN ALLIA VP FINANCE HEBR 6173638000 1200 Centre Street BOSTON MA 02131 JAMES D HART SECRETARY & CFO 6173638000 2022-08-03 true JAMES D HART 999009999 LAUREN E BENNETT P01787029 2154485000 2022-07-19 3 2020 2022-09-23 18:48:47Z Louis J WoolfPRESIDENT CEO 1200 Centre Street boston MA 02131 166630333 false X WWW.HEBREWSENIORLIFE.ORG X 1903 MA SEE SCHEDULE O 4 2 1761 350 367507 0 22500979 24607736 121485021 120917849 2716732 1415400 329870 367507 147032602 147308492 0 0 0 0 123938532 87170311 0 0 0 50926437 64349916 174864969 151520227 -27832367 -4211735 53925894 54336966 147059803 151301020 -93133909 -96964054 X TO OPERATE ITS HARVARD MEDICAL SCHOOL AFFILIATED CHRONIC CARE HOSPITAL THAT PROVIDES SENIORS WITH COMPASSIONATE LONG-TERM CARE, POST-ACUTE CARE, OUTPATIENT SERVICES AND ADULT DAY HEALTH CARE. false false 118478015 0 117271481 SEE SCHEDULE O 16675726 0 1828978 HINDA AND ARTHUR MARCUS INSTITUTE FOR AGING RESEARCH: HRC'S WORK IS ENHANCED BY THE RESEARCH OF THE HINDA AND ARTHUR MARCUS INSTITUTE FOR AGING RESEARCH. THE MARCUS INSTITUTE IS ONE OF THE LARGEST GERONTOLOGICAL RESEARCH FACILITIES IN THE UNITED STATES. DOZENS OF INTERVENTIONS DEVELOPED AT THE MARCUS INSTITUTE HAVE BECOME STANDARD CARE FOR SENIORS. THE MARCUS INSTITUTE RANKS IN THE TOP 15 PERCENT OF NATIONAL INSTITUTES OF HEALTH GRANT RECIPIENTS, WITH MORE THAN $60 MILLION OF NIH AND NIA FUNDING. 1836088 0 1817390 OTHER PROGRAM SERVICE REVENUE IS MADE UP OF MISCELLANEOUS NON-PATIENT SERVICE REVENUE AND EXPENSES, INCLUDING DEPARTMENT OF MEDICINE TEACHING, FELLOWSHIPS & OTHER SUPPORT, FOOD SERVICE, VARIETY OF ANCILLARY PROGRAMS, AND SPACE LEASED BY HSL. 136989829 true true false true false false false false true false true true false true true false false true false false false false false false false false true true false false true true false false false false false false false false false false true false false false false true true true false false true 158 0 true 1761 true true true false false false false false false false false false false false X 4 2 false false false false true true true true true false false true true true true true true true true false MA X X JONATHAN ALLIA VP FINANCE 6173638000 1200 Centre Street BOSTON MA 02131 X LOUIS J WOOLF PRESIDENT AND CEO 10.0 40.0 X X 0 1161989 105822 MARY MOSCATO FACHE PRESIDENT, HSL HC SVCS. & HRC 20.0 30.0 X 505554 0 63815 JAMES D HART SECRETARY & CHIEF FIN. OFFICER 15.0 35.0 X X 0 471583 67452 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL. 5.0 45.0 X 0 414644 72872 LEWIS LIPSITZ MD DIRECTOR, HMIFAR 40.0 10.0 X 389854 0 97485 Alvaro Pascual-Leone Sr. Scientist/Director 50.0 0.0 X 409027 0 59118 HELEN CHEN MD CHIEF MEDICAL OFFICER 20.0 30.0 X 393471 0 47618 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 5.0 45.0 X 0 373136 65182 TAMMY B RETALIC MS RN CHIEF NURSING OFF. & VP PCS 40.0 10.0 X 327799 0 68029 SHARON K INOUYE SR. SCIENTIST/DIRECTOR 50.0 0.0 X 337165 0 36176 ERIC ROGERS Chief Information Officer 15.0 35.0 X 0 295171 68652 RACHEL WHITEHOUSE CHIEF COMM. & PLAN OFFICER 5.0 45.0 X 0 296695 66317 Eran D Metzger Medical Director, HSL Psych. 50.0 0.0 X 264992 0 60052 Innokentiy Bakaev Medical Director, RSU and LTCH 50.0 0.0 X 276769 0 44120 RACHEL LERNER Esquire GEN. CNSL. & CHIEF COMP. 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IT IS REFERRED TO AS THE patients' BANK, AS ALLOWED BY MEDICAID. EACH MONTH, $75 OF A patient's SOCIAL SECURITY PAYMENT WILL GO TO THE patients' BANK FOR HIS/HER PERSONAL USE. THE REMAINDER GOES TO PAY FOR HIS/HER CARE. true true true X true X true false false 32780 32780 0.00020 84917480 73250053 11667427 0.07740 84950260 73250053 11700207 0.07760 1354065 775035 579030 0.00380 1114974 62130 1052844 0.00700 1655507 1125030 530477 0.00350 22429801 18353567 4076234 0.02700 26554347 20315762 6238585 0.04130 111504607 93565815 17938792 0.11890 1354065 775035 579030 0.00380 1354065 775035 579030 0.00380 true 738997 16036882 17419818 -1382936 X true true 1 1 HEBREW REHABILITATION CENTER 1200 CENTRE STREET BOSTON MA 02131 WWW.HEBREWSENIORLIFE.ORG LICENSE # 2290 X X X X HEBREW REHABILITATION CENTER 1 false false true X X X X X X X X X 19 true false true true X SEE PART V, SECTION C true 19 true SEE PART V, SECTION C false true X 200. 400. X X X true true X X X true X SEE PART V, SECTION C X See Part V, Section C X See Part V, Section C X X X X X true X false X X X X false X X false false FORM 990, SCHEDULE H, Part V, SECTION B, line 3e The significant health needs of the community Hebrew Rehabilitation Center's (HRC) 2019 CHNA provides a prioritized description of the significant health needs of the community identified in the CHNA. FORM 990, SCHEDULE H, Part V, SECTION B, line 5 CHNA input from persons who represent the broad interests of the community served In support of our mission to honor our elders, HRC is focused on the most vulnerable and under-served seniors, e.g. the medically underserved, low income, or minority populations in the community. Of special importance to HRC are seniors at risk for elder abuse and neglect. The primary vehicle for gathering community input was the Boston CHNA-CHIP Collaborative survey. Over 100 groups and organizations were involved in data gathering across sectors, including representatives from housing, transportation, faith community, education, public health, and health care; organizations that work with specific populations; focus groups with community members not typically represented in these processes (e.g., LGBTQ youth, low-wage workers, family members affected by violence, specific immigrant populations, etc.). We leveraged several community partnerships to complete the survey, e.g., former members of the Multicultural Coalition on Aging, which represented Boston and its immediate suburbs, 2Life Communities, local churches, senior centers, and the like. Members of these groups included senior health focused governmental agencies and other organizations that serve and represent members of the medically underserved, low income, or minority populations in the community. These include low-income seniors, disabled seniors, seniors with memory health challenges, seniors with chronic diseases such as diabetes and heart diseases, and seniors with mobility challenges and fall risks. Also represented were seniors of underserved ethnic minorities for whom English is not their first language, many of whom are challenged by low health literacy, cultural barriers, and limited English proficiency. The surveys were in the field for one month. In addition to the survey, HRC took into account publicly available data sets in conducting its 2019 CHNA, including: - 2019 Boston CHNA - CHIP - Boston Public Health Commission "Health of Boston 2016-2017" - 2018 Massachusetts Healthy Aging Community Profile - The Massachusetts DPH West Suburban Community Network Area (CHNA 18) that consists of Brookline, Dedham, Dover, Needham, Newton, Waltham, Wellesley, and Weston. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 6A CHNA collaborating hospital facilities no other hospitals collaborated on THE 2019 CHNA for Hebrew Rehabilitation center. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 6B other organizations with whom the organization conducted its CHNA AS PART OF THE PROCESS FOR ITS MOST RECENT CHNA, HRC PARTICIPATED IN THE BOSTON CHNA-CHIP COLLABORATIVE, WHICH GATHERED COMMUNITY INPUT BASED ON THE COLLABORATIVE'S SURVEY. HRC'S SURVEY RESULTS, ALONG WITH THE OTHER MEMBERS OF THE COLLABORITVE WHO SERVE THE SAME COMMUNITY, WERE USED BY HRC AS THE BASIS FOR THE CHNA AND IMPLEMENTATION STRATEGY. FORM 990, SCHEDULE H, Part V, SECTION B, LineS 7a & 10A CHNA REPORT AND MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY https://www.hebrewseniorlife.org/about-us/community-partnerships FORM 990, SCHEDULE H, Part V, SECTION B, Line 11 significant health needs being addressed and needs not being addressed The HRC 2019 CHNA identifies the following significant health needs of seniors in our community INCLUDE: - Access to Geriatric Specialists and Services -Access to various geriatric specialists -Community awareness/education/support -Transportation - Behavioral Health -Care coordination across the continuum -Research -Mental health and depression services - Financial Security -Financial assistance programs -Prevention of Elder abuse and neglect - Housing Affordability -R3 Initiative: Right Care, Right Place, Right Time: Effectively Integrating Senior Care and Housing - Closing Racial and Ethnic Disparities that Exist in Health Care -Bilingual program expansion -Oral histories project Details on how HRC is working to increase the availability, accessibility, and visibility of specialized geriatric care are detailed extensively in the HRC 2019 CHNA implementation plan. In determining how HRC would address the needs identified in its CHNA, HRC considered the degree of community need for additional resources, its ability to meet the need through its experience, expertise and programming, and the capability of other organizations to meet that same need. FORM 990, SCHEDULE H, Part V, SECTION B, Line 13h other criteria used to determine financial assistance eligibility Hebrew Rehabilitation Center also uses Medicaid eligibility to determine eligibility for financial assistance. FORM 990, SCHEDULE H, Part V, SECTION B, Lines 16a & 16b financial assistance policy and application https://www.hebrewseniorlife.org/locations/hebrew-rehabilitation-center /financial-information FORM 990, SCHEDULE H, Part V, SECTION B, Line 16c plain language summary https://www.hebrewseniorlife.org/about-us/community-partnerships FORM 990, SCHEDULE H, Part V, SECTION B, Line 16j other measures used by the hospital facility to widely publicize its Financial Assistance Policy In addition to having the FAP listed on the website, Nursing Unit Coordinators have copies of the FAP and application in their offices where they admit patients. For the Long Term Chronic Care Unit, Financial assistance is discussed by the fiscal staff at meetings with patients and families. 4 HSL MEDICAL GROUP HRC (DEDHAM) 7000 Great Meadow Road Dedham MA 02026 outpatient clinic Hebrew Seniorlife Medical Group at OC one del pond drive canton MA 02021 outpatient clinic Hebrew Seniorlife Medical Group at CCB 100 Centre Street Brookline MA 02446 outpatient clinic GREAT DAYS FOR SENIORS (BRIGHTON) 30 WALLINGFORD ROAD BRIGHTON MA 02135 ADULT DAY HEALTH FORM 990, SCHEDULE H, PART I, LINE 7F BAD DEBT EXPENSE METHODOLOGY BAD DEBT PROVISION EXPENSE OF $0 WAS INCLUDED IN form 990, PART IX, LINE 25, COLUMN A AND WAS EXCLUDED FOR PURPOSE OF CALCULATING THE PERCENTAGE IN THIS COLUMN. FORM 990, SCHEDULE H, PART I, LINE 7 costing methodology used The costing methodology used is based primarily on the standard cost accounting methods of the Massachusetts State Center for Health Information and Analysis (CHIA) Cost Report which follows the standard Medicare cost accounting principles of the Medicare Cost Report. To cost some specific programs, a cost to charges ratio specific to each program was developed. FORM 990, SCHEDULE H, PART II community building activities Founded in 1903 with the promise to honor our elders, Hebrew Rehabilitation Center (HRC) is an essential member of the Greater Boston health care community. The HRC Roslindale campus, a long-time cultural touchstone in the area, opened in 1963. HRC opened a satellite in Dedham at NewBridge on the Charles in 2009. At HRC patients and families receive industry-leading care, and our staff do incredible work that reverberates globally. HRC is committed to caring for the underserved, as 90% of the seniors served are low-income. As a chronic care hospital that primarily serves a community of seniors, it is always our priority to keep seniors healthy, safe, and independent in their homes for as long as possible. HRC places great emphasis on educating seniors and their loved ones on the necessary steps and care needed to remain independent. HRC does this through outpatient care at its satellite clinics in supportive senior housing, adult day health programs that help at-risk seniors stay at home, outpatient rehabilitative care designed to prevent re-hospitalizations, and many supportive programs and services that improve the physical and mental health and lives of seniors. As such, HRC community activities are designed to improve the health of our inpatients and ambulatory patients, as well as seniors in the communities in which we operate. HRC's community activities are also designed to teach the next generation of caregivers, which includes our own staff and external learners across Boston. HRC contributed $300,000 to Workforce Development through career development programs, including a Certified Nurse Assistants (CNAs) Training program and a Culinary and Hospitality Immersion Program. The CNA Training program includes costs of onsite remedial classes in math, English as a Second Language (ESOL), and reading utilizing an outside vendor who provides 2-hour classes twice a week for 10 months, and students receive progress reports. HSL pays for one hour as release time, and the employee attends one hour on their own time. These classes help prepare employees to take and pass the College Placement Test (CPT) so they are able to move on to degree programs. The new nurse residency program is expected to resume in FY22 once the public health emergency ends. HRC offers several opportunities for employees to receive scholarships to pursue their educational goals: - The Hebrew SeniorLife, INC. (HSL) Scholarship Program provides employees and their families the opportunity to increase their education and skills at area programs towards any type of education advancement. In 2021, 31 scholarships for a total of $100,300 were distributed to employees and their families; - The Nursing Scholarship Program offers scholarships to employees who are pursuing an LPN, RN, PA, NP, or DNP pathway. In 2021, six scholarships for a total of $87,000 were distributed to HRC employees; - The NewBridge Scholarship Fund offers scholarships to support educational opportunities for qualified hourly independent employees. In 2021, $100,000 was raised and allocated to 17 NewBridge Scholars; AND - The Jamie and Harold Kotler HELP Fund provides employees tangible and meaningful support through some of life's most challenging and emotional transitions. HELP (HSL's Employee Lifeline Program) was designed by a group of employees and is funded through employee and Development efforts. In 2021, The Kotler HELP Fund made grants to 17 HSL employees for a total of $12,071 disbursed. HRC serves as a primary training facility for 45 affiliate academic institutions in the Greater Boston area, including: Harvard Medical School, Northeastern University, Simmons University, among others. In 2021 HRC trained more than 400 students, which was down from pre-COVID numbers that were more than 1,000 per year, in a wide variety of health professions including: medicine, nursing; pharmacy; dentistry; physical, occupational, speech, and expressive therapies; clinical pastoral and social work. HRC seniors actively participate in the education of 174 Harvard Medical School students annually through role-playing sessions that allow our seniors to provide important and vital feedback to the next generation of doctors on how to effectively communicate and treat older adults. In 2021, HRC's Department of Medicine's 18 physicians, one PhD, and ten NPs devote 1,927 hours, the equivalent of $220,437 to teaching geriatric medicine. An additional 42 researchers and allied clinical and specialty support educators provide 13,185 hours of instruction, the equivalent of $894,537 annually. Typically HRC partners with a Boston area high school to train 30 students to become CNAs and also trains 32 dental students from Harvard School of Dental Medicine and Boston University School of Medicine on geriatric dental medicine. However due to COVID, neither of these annual programs took place in 2021. HSL's Chaplaincy Institute is a nationally respected leader in chaplaincy education with expertise in Jewish spiritual care, geriatrics, dementia, and LGBTQ aging. The Institute trains 20 graduate level students in pastoral care (Clinical Pastoral Education, accredited by the Association for Clinical Pastoral Education) over the course of a year. Other economic development, physical improvements, and environmental benefits were identified but not specifically costed in Part II. FORM 990, SCHEDULE H, Part III, SECTION A, line 2 methodology used to to estimate organization's bad debt expense HRC records provision for doubtful accounts as the amount needed to adjust the reserve, which is based on estimated percentages of accounts receivable by payor and aging category. If not already adjusted by contractual allowance, the charge figure is adjusted to cost using HRC's overall cost to charge ratio. FORM 990, SCHEDULE H, Part III, SECTION A, line 4 audited financial statement bad debt footnote HRC estimates an allowance for uncollectible patient accounts. Generally, no finance charges are assessed on receivables. Once an account has been determined to be uncollectible, it is charged-off. please see footnote on page 18 of the audited financial statements. Form 990, Schedule H, Part III, SECTION B, Line 8 COSTING METHODOLOGY and community benefit medicare shortfall Medicare revised its reimbursement methodology for Long-Term Care Hospitals (LTCH) in FY16. The hospital continues to adapt, but continues to incur a significant loss of revenue each year. Site neutral payment provisions were temporarily waived during the PUBLIC HEALTH EMERGENCY. Due to significant increases in labor and supplies without similar increases in revenue, there was also a significant shortfall in HRC's recuperative services unit. FORM 990, SCHEDULE H, Part III, SECTION C, line 9b Written Debt Collection Policy Patients found to be eligible for assistance through Massachusetts Medicaid (known as MassHealth) or other program are not pursued through collection efforts but rather are assisted free-of-charge with the MassHealth application and eligibility process through to completion, including any necessary appeals. FORM 990, SCHEDULE H, PART VI Supplemental Information HRC operates a 725-bed licensed chronic care hospital consisting of a 505-bed facility in the Roslindale section of Boston, MA and a 220-bed satellite facility in Dedham, MA (also known as the HRC-NewBridge, on the campus of the continuing care retirement community operated by NewBridge on the Charles, Inc.). HRC-NewBridge leases space from NewBridge on the Charles, Inc., an affiliated entity, to operate the 220-bed satellite. HRC also operates three outpatient clinic satellites on HSL campuses: NewBridge on the Charles, Dedham, MA; Orchard Cove, Canton, MA; and Center Communities of Brookline, Brookline, MA. HRC is accredited by CARF (Commission on Accreditation of Rehabilitation Facilities) and is the only geriatric specialist affiliated with Harvard Medical School. Services provided by HRC include long-term chronic care, medically complex care, post-acute rehabilitative care, primary and specialty care, outpatient clinics, outpatient therapy services, and adult day care. HRC is part of the HSL health care continuum, which includes home health care and private care, hospice care, and community palliative care. HSL is HRC's sole member and also provides management services to HRC. HSL is a Harvard Medical School affiliate and a national thought leader in senior health care, senior living, research and teaching, HSL is governed by a large and active community board comprised entirely of independent persons from the community. HRC, as a subsidiary of HSL, has a board comprised of three employees (President, CEO, CFO) and two independent directors who are also members of HSL's Board of Directors (including the Board Chair). Surplus funds, should they exist, are reinvested in HRC as capital investment, for upkeep of the facility and for growing patient medical equipment and technology needs. FORM 990, SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT In 2019, HRC updated its 2016 Community Health Needs Assessment (CHNA). We re-evaluated the needs of our community and the services we offer as well as those offered by others within and around the communities we serve. Our CHNA findings show that seniors in our communities need assistance with access to Geriatric Specialists, Behavioral Health, Financial Security, Housing Affordability, and Closing Racial and Ethnic Disparities that exist in health care. In response to these findings, HRC developed an implementation plan documenting goals, our current services, and our action plan and timeline. HRC is currently working on a 2022 CHNA. FORM 990, SCHEDULE H, PART VI, LINE 3 Patient Education of Eligibility for Assistance All patients admitted to HRC are counseled by an admissions coordinator about services rendered, billing procedures, patient rights and responsibilities, insurance coverage, and eligibility for assistance as required by guidelines established by the federal Centers for Medicare and Medicaid Services and the Commonwealth of Massachusetts' Department of Public Health. In addition to the admissions coordinator, a fiscal agent for HRC also provides education on eligibility under federal, state and local programs. All admissions documentation is reviewed and signed by the patient or responsible party on behalf of the patient at the time of admission and retained on file. HRC has provided financial assistance to selected adult day care participants since August 1999, covering the costs of transportation (in prior years) and some daily programs. The financial assistance has been essential to those participants who cannot afford to pay privately, but who have periods of ineligibility for MassHealth or other financial subsidies (given that the services are not covered by Medicare or private health insurance plans). FORM 990, SCHEDULE H, PART VI, LINE 4 Community information HRC honors diversity and provides health care services to all without regard to religion, culture, race, color, national origin, class background, gender, sexual orientation, gender expression, marital status, political persuasion, or qualified handicap. HRC provides patient care and services in Roslindale, at the HRC satellite on the NewBridge on the Charles campus in Dedham, and at the outpatient clinics in Dedham, Canton, and Brookline. 95% of the patients of HRC and its satellite medical clinics are on Medicare and are older than 65. In summary, our primary community is comprised of seniors and low-income 65+, in certain neighborhoods of Boston and the towns of Brookline, Dedham, Needham, Newton, Wellesley, Weston, and Westwood. By far our largest service is not covered by insurance, so the usual use of "uninsured" is not a relevant measure of how we serve the community. 84% of HRC revenue is from long term chronic care, which is either paid by Medicaid or self-pay for patients who do not qualify for Medicaid. Medicaid has its own test for eligibility (asset based). HRC dedicates a great deal of effort and expense to help patients through the Medicaid approval process: almost 2 FTEs, a consultant specialized in apply for Medicaid, payments to companies who work with patients and families to work through the process. form 990, schedule h, part vi, line 5 promotion of community health HRC operates a 725-bed licensed chronic care hospital consisting of a 505-bed facility in the Roslindale section of Boston, MA and a 220-bed satellite facility in Dedham, MA (also known as the HRC-NewBridge, on the campus of the continuing care retirement community operated by NewBridge on the Charles, Inc.). HRC-NewBridge leases space from NewBridge on the Charles, Inc., an affiliated entity, to operate the 220-bed satellite. Services provided by HRC include long-term chronic care, medically complex care, post-acute rehabilitative care, primary and specialty care, outpatient clinics, outpatient therapy services, and adult day care. HRC is part of the Hebrew SeniorLife health care continuum, which includes home health care and private care, hospice care, and community palliative care. Surplus funds, should they exist, are reinvested in HRC as capital investment, for upkeep of the facility and for growing patient medical equipment and technology needs. FORM 990, SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM HRC IS PART OF A GROUP OF NOT-FOR-PROFIT AFFILIATED ENTITIES WHOSE SOLE MEMBER IS HSL. HSL'S COORDINATED SYSTEM OF CARE IS BASED ON THE PREMISE THAT RESEARCH, TRAINING OF GERIATRIC HEALTH-CARE PROFESSIONALS, SENIOR LIVING AND HEALTH CARE MUST BE INTEGRATED IN SUCH A WAY TO PROMOTE INDEPENDENCE FOR ALL ADULTS AS THEY AGE. HSL IS WORKING TO CHART THE COURSE FOR SENIOR LIFE. THROUGH OUR UNPARALLELED COMBINATION OF EXPERIENCE, OPTIMISM, VISION AND DETERMINATION, WE ARE WORKING TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AS THEY AGE AND DISPELLING THE NOTION THAT GROWING OLD HAS TO MEAN GROWING FRAIL. HRC'S AFFILIATES INCLUDE SENIOR SUPPORTIVE HOUSING COMMUNITIES, WHICH HELP KEEP SENIORS INDEPENDENT IN THEIR HOMES WITH SUPPORTIVE SERVICES INCLUDING WELLNESS AND FITNESS PROGRAMS, SOCIAL SERVICE SUPPORTS, ACCESS TO HEALTH AND HOME CARE, DINING PROGRAMS, AND RECREATIONAL ACTIVITIES. COORDINATED SERVICES THROUGHOUT THE HSL NETWORK SUPPORT SENIORS IN THEIR INDEPENDENCE AS WELL AS PROVIDE FOR SUCCESSFUL TRANSITIONS BETWEEN CARE SETTINGS. EXAMPLES OF INNOVATIVE PROGRAMS INCLUDE A GRANT-SUPPORTED DEPRESSION SUPPORT SERVICE COORDINATING CARE OF PRIMARY CARE AND MENTAL HEALTH PROVIDERS AND ACTIVELY REACHING OUT TO MONITOR COMPLIANCE AND RESPONSE. HSL'S DEPARTMENT OF VOLUNTEER, YOUTH AND COMMUNITY ENGAGEMENT INVOLVED 200 CONSISTENT VOLUNTEERS THROUGH IN PERSON AND REMOTE ENGAGEMENT, AND AN ADDITIONAL 300 STUDENT VOLUNTEERS THROUGH OUR MULTIGENERATIONAL PROGRAMS. THESE VOLUNTEERS SUPPORT THE HSL STAFF AND ENRICH THE LIVES OF OUR RESIDENTS AND PATIENTS WITH PROGRAM FACILITATION, ONE-ON-ONE SUPPORT AND SPECIALIZED INITIATIVES. HRC'S ROSLINDALE CAMPUS MAKES KOSHER MEALS, AN IMPORTANT SERVICE TO MANY IN THE JEWISH COMMUNITY, AND ITS KITCHEN PROVIDES KOSHER MEALS FOR COMBINED JEWISH PHILANTHROPIES, ETHOS, AND SPRINGWELL AS PART OF THEIR MEALS ON WHEELS PROGRAM. THE DEANNA AND SIDNEY WOLK CENTER FOR MEMORY HEALTH AT HSL ON THE ROSLINDALE CAMPUS PROVIDES OUTPATIENT MEMORY CARE SERVICES, IN PERSON AND VIRTUALLY, FOR PEOPLE LIVING WITH COGNITIVE SYMPTOMS OR DISORDERS AT ANY STAGE - AND FOR THEIR FAMILIES AND CAREGIVERS. THE HSL CENTER FOR THE PREVENTION OF ELDER ABUSE AND NEGLECT OFFERS EMERGENCY SHELTER, ALSO ON THE ROSLINDALE CAMPUS, TO SUPPORT SERVICES, EDUCATION, AND RESEARCH BENEFITING VICTIMS AND THEIR FAMILIES. SENIORS AND THE PROFESSIONAL COMMUNITY ARE SERVED THROUGH SPONSORED EVENTS SUCH AS VARIOUS SUPPORT GROUPS AND HEALTHY AGING PROGRAMS, AND PROFESSIONAL SPONSORSHIPS. THERE WERE 85 PROGRAMS THAT REACHED APPROXIMATELY 12,943 CONSUMERS IN FY21. THROUGH ITS BLOGS, HSL PROVIDES A WEALTH OF FREE INFORMATION ON HEALTHY AGING TO THE GENERAL PUBLIC, COVERING TOPICS SUCH AS MALNUTRITION IN SENIORS: WHAT IT IS, WHY IT'S BAD, AND HOW WE CAN STOP IT; HOW HOME CARE CAN HELP SENIORS AVOID RE-HOSPITALIZATION; AND UNDERSTANDING ALZHEIMER'S DISEASE AND DEMENTIA. HRC COLLABORATES WITH AREA PROVIDERS TO PROMOTE THE HEALTH OF SENIORS AND IS A PREFERRED PROVIDER WITH BETH ISRAEL LAHEY HEALTH FOR BOTH ITS BETH ISRAEL DEACONESS MEDICAL CENTER HOSPITAL AND ITS NEW ENGLAND BAPTIST HOSPITAL. HRC WORKS WITH THESE HOSPITALS TO PRVIDE THE HIGHEST QUALITY, COST-EFFECTIVE HOSPITAL AND POST-HOSPITAL CARE. DRIVEN BY A COMMITMENT TO REDUCE AVOIDABLE HOSPITALIZATIONS AND READMISSIONS, THE GOALS OF THESE AGREEMENTS ARE TO IMPROVE TRANSITIONS OF CARE FOR PATIENTS, ACCESS, COMMUNICATIONS, AND INFORMATION SHARING, AND ENSURE THE BEST POSSIBLE PATIENT OUTCOMES. HRC'S HINDA AND ARTHUR MARCUS INSTITUTE FOR AGING RESEARCH DESCRIBED IN GENERAL IN THE FORM 990, PART III, LINE 4A disclosure, FOUND IN SCHEDULE O, IS A WORLDWIDE LEADER IN AGING RESEARCH, AFFILIATED WITH HARVARD MEDICAL SCHOOL. THROUGH ITS HSL WEBSITE, THE MARCUS INSTITUTE PROVIDES A WEALTH OF FREE INFORMATION ON ITS LATEST FINDINGS IN A SERIES OF GUIDES THAT ADDRESS ISSUES FACED BY OLDER ADULTS AND THEIR FAMILIES. THESE GUIDES INCLUDE PREVENTING FALLS IN OLDER ADULTS, THE DELIRIUM GUIDE, AND ADVANCED DEMENTIA, A GUIDE FOR FAMILIES. MARCUS INSTITUTE RESEARCHERS HAVE SEVERAL IMPORTANT FINDINGS THAT WILL DIRECTLY IMPROVE THE HEALTH OF SENIORS, WHICH INCLUDE: 1. A VIDEO EDUCATION TOOL FOR FAMILY MEMBERS IMPROVED ALIGNMENT BETWEEN PREFERENCES FOR COMFORT-FOCUSED CARE AND ADVANCE DIRECTIVES AMONG PATIENTS WITH LATE-STAGE DEMENTIA. 2. RECOGNIZING CALCIFICATION OF THE ABDOMINAL AORTA ON BONE DENSITY SCANS CAN BE AN IMPORTANT CONTRIBUTOR TO HEART ATTACK RISK. DOCTORS SHOULD PAY ATTENTION TO THIS WHEN RECEIVING BONE DENSITY SCANS. 3. WE HAVE FOUND ABNORMALITIES IN BRAIN NETWORKS ASSOCIATED WITH ALTERATIONS IN GAIT THAT CAN LEAD TO FALLS AND ASSOCIATED INJURIES. THIS INFORMATION IS LEADING TO THERAPEUTIC INTERVENTIONS WITH TRANSCRANIAL DIRECT CURRENT STIMULATION THAT STIMULATES THESE NETWORKS AND IMPROVES GAIT AND COGNITION. 4. WE DEVELOPED A PRACTICAL MODEL TO PREDICT FRACTURE IN NURSING HOME RESIDENTS. THE MODEL IS COMPRISED ENTIRELY FROM DATA THAT IS ALREADY COLLECTED ON EVERY NURSING HOME RESIDENT IN THE UNITED STATES, AND THUS, IT HAS THE POTENTIAL TO BE USED TO AUTOMATICALLY INTRODUCE INTERVENTIONS TO PREVENT FRACTURE IN HIGH RISK RESIDENTS. 5. MORE THAN ONE-THIRD OF WOMEN AND MEN AGE 65+ COHORT MEMBERS OF THE FRAMINGHAM HEART STUDY HAD CT IMAGING EVIDENCE OF NEW OR WORSENING MODERATE-TO-SEVERE DISC AND FACET JOINT DEGENERATION OVER 6 YEARS; THE HIGH FREQUENCY OF DEGENERATIVE FINDINGS IN ASYMPTOMATIC OLDER ADULTS SUGGESTS CAUTIOUS INTERPRETATION OF IMAGING RESULTS. 6. BOTH LONG-TERM AND RECENT WEIGHT LOSS IN OLDER ADULTS INCREASE DETERIORATION IN BONE MICROARCHITECTURE, ESPECIALLY AT THE WEIGHT-BEARING SKELETON; ATTENTION TO FRACTURE RISK IN OLDER ADULTS WITH RECENT WEIGHT LOSS AS WELL AS IN THOSE WITH WEIGHT LOSS OVER ADULTHOOD IS WARRANTED. 7. Older adults with smaller size and lower density trunk muscles as seen on CT images have greater risk of excessive forward thoracic curvature (hyperkyphosis); strengthening mid-back musculature may improve muscle properties and prevent spinal deformity with aging. 8. Older adults with diabetes have deficits in cortical bone microarchitecture that may increase risk of fracture, whereas levels of bone mineral density are normal as defined by clinical DXA. 9. Promising new imaging method aids fracture prediction: Deterioration in bone microstructure is an independent risk factor for fracture in older women and men. 10. We have demonstrated that noninvasive transcranial electrical brain stimulation (tES) may improve gait and mobility in patients with Parkinson's disease, and separately, enhance both memory and balance outcomes in older adults with cognitive impairment. 11. We have developed a telemedicine platform and a formal training program to enable remotely-supervised, caregiver-led administration of transcranial electrical stimulation (tES) interventions. 12. A study of older adults (average age 71) showed that knee hypermobility was linked up to 4-fold higher odds of ankle & foot pain, aching or stiffness as well as foot osteoarthritis. Knee hypermobility reduces the stability of the knee (and other lower body joints), and it is thought that this alters knee joint loads and contributesto joint pain. These data suggest that therapeutic interventions targeting mechanical factors, particularly for knee hypermobility, may be needed to prevent ankle and foot symptoms. 13. We evaluated the known risk factors for Parkinson disease (PD) as well as family history to examine how these factors may combine to determine overall Parkinson's risk. Additive interaction was present between no family history of PD and caffeine in men and between caffeine and physical activity in women. Having multiple known protective factors for PD had additive or super-additive effects, so that PD risk is very low in these individuals with multiple protective risk factors. 14. Higher protein intake is beneficial for maintenance of physical function in middle-aged Americans over the span of two decades. This association was particularly evident in women. 15. Men with higher intakes of milk, milk+yogurt, and milk+yogurt+cheese have higher trabecular and integral volumetric bone mineral density and vertebral compressive strength. Dairy intake seems to be most beneficial for older men irrespective of serum vitamin D levels. 16. Higher dietary fiber may modestly reduce bone loss in men at the hip. 17. Among Puerto Rican adults residing in Boston, dairy food intakes were associated with higher bone mineral density, particularly those with sufficient vitamin D status. 18. Frailty is associated with major respiratory complications, particularly respiratory failure after tracheobronchoplasty. Preoperative identification of frailty may help guide decision making for patients. 19. Deficit-accumulation frailty index provides better prediction of death or poor recovery than frailty phenotype in older patients undergoing aortic valve replacement. 20. Considering both multimorbidity patterns and frailty false true false true true true true false false LOUIS J WOOLF PRESIDENT AND CEO 0 685261 0 476728 0 0 0 25300 0 80522 0 1267811 0 0 MARY MOSCATO FACHE PRESIDENT, HSL HC SVCS. & HRC 382236 0 123318 0 0 0 5800 0 58015 0 569369 0 0 0 JAMES D HART SECRETARY & CHIEF FIN. OFFICER 0 356878 0 114294 0 411 0 5800 0 61652 0 539035 0 0 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL. 0 372213 0 42020 0 411 0 25300 0 47572 0 487516 0 0 LEWIS LIPSITZ MD DIRECTOR, HMIFAR 373226 0 16628 0 0 0 25300 0 72185 0 487339 0 0 0 Alvaro Pascual-Leone Sr. Scientist/Director 408759 0 0 0 268 0 5800 0 53318 0 468145 0 0 0 HELEN CHEN MD CHIEF MEDICAL OFFICER 348353 0 44850 0 268 0 5800 0 41818 0 441089 0 0 0 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 0 276942 0 95783 0 411 0 4825 0 60357 0 438318 0 0 TAMMY B RETALIC MS RN CHIEF NURSING OFF. & VP PCS 273651 0 54005 0 143 0 5297 0 62732 0 395828 0 0 0 SHARON K INOUYE SR. SCIENTIST/DIRECTOR 336754 0 0 0 411 0 5779 0 30397 0 373341 0 0 0 ERIC ROGERS Chief Information Officer 0 250793 0 44235 0 143 0 5774 0 62878 0 363823 0 0 RACHEL WHITEHOUSE CHIEF COMM. & PLAN OFFICER 0 272942 0 23485 0 268 0 5225 0 61092 0 363012 0 0 Eran D Metzger Medical Director, HSL Psych. 261581 0 3000 0 411 0 4741 0 55311 0 325044 0 0 0 Innokentiy Bakaev Medical Director, RSU and LTCH 261598 0 15115 0 56 0 4906 0 39214 0 320889 0 0 0 RACHEL LERNER Esquire GEN. CNSL. & CHIEF COMP. OFF. 0 222962 0 21555 0 60 0 5800 0 48786 0 299163 0 0 FORM 990, Schedule J, Part I, Line 3 Supplemental Compensation Information HEBREW SENIORLIFE, INC. (HSL), THE PARENT ORGANIZATION, ESTABLISHES THE COMPENSATION OF THE ORGANIZATIONS' PRESIDENT/CEO AND CFO. HSL UTILIZES THE FOLLOWING IN ESTABLISHING SUCH COMPENSATION: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN INFORMATION LOUIS J. WOOLF, PRESIDENT AND CEO, KATELYN QUYNN, CHIEF DEVELOPMENT OFFICER & VP OF BOARD RELATIONS, AND LEWIS LIPSITZ, MD, DIRECTOR, HMIFAR PARTICIPATED IN AN IRC SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN THAT INCLUDED $19,500 OF EMPLOYER CONTRIBUTIONS DURING THE YEAR. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C) FOR EACH LISTED INDIVIDUAL. FORM 990, SCHEDULE J, PART I, LINES 5A, 5B, 6A, & 6B EACH YEAR, HEBREW REHABILITATION CENTER WITHHOLDS A PORTION OF ITS SENIOR LEADERSHIP'S COMPENSATION TO CREATE AN "AT RISK" BONUS, WHICH IS THEN PAID, ON AN INCENTIVE BASIS, TO ITS SENIOR LEADERSHIP WHEN TARGET GOALS ARE REACHED. BEFORE ANY BONUS IS PAID OUT UNDER THIS ARRANGEMENT, HSL'S COMPENSATION COMMITTEE REVIEWS THE FINANCIAL POSITION OF THE ORGANIZATION, including the organization's gross and net earnings, AND, IF FEASIBLE, WILL APPROVE BONUSES TO ELIGIBLE SENIOR LEADERSHIP. BONUSES ARE BUDGETED EACH YEAR AS A PERCENTAGE OF THE ELIGIBLE EMPLOYEE'S BASE WAGES. THE PERCENTAGE PAYABLE RANGES FROM 5 TO 15 PERCENT. THE FOLLOWING EMPLOYEES RECEIVED BONUSES PAID OUT UNDER HRC'S BONUS ARRANGEMENT IN CALENDAR YEAR 2020: MARY MOSCATO, FACHE $ 123,318 Tammy B. Retalic, M.S., RN $ 54,005 Helen Chen, MD $ 44,850 Lewis Lipsitz, MD $ 16,628 Innokentiy Bakaev $ 15,115 Eran D. Metzger $ 3,000 THIS AMOUNT IS INCLUDED IN BONUS & INCENTIVE COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57586CM93 2013-04-11 9974000 SEE PART VI false false false A 0 0 9973770 0 0 0 176993 0 0 0 9796777 0 2013 false true true true A false false false true false 0.00000 0.00890 0.00890 false false false true A false true false false false true BANK OF AMERICA 3.1 false true false 0 false true A true FORM 990, SCHEDULE K, PART I DESCRIPTION OF ARRANGEMENT RELATED ORGANIZATION REPORTING VARIABLE RATE DEMAND REVENUE BONDS HEBREW REHABILITATION CENTER ISSUE SERIES A (2013). THE PROCEEDS OF THE 2013 BONDS WERE USED TO REFUND SERIES D. X 4 179144 FMV false true false FORM 990, SCHEDULE M, PART I, COLUMN (B) THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART 1, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES AS AN AFFILIATE OF HEBREW SENIORLIFE, INC. (HSL), THE MISSION OF THE HEBREW REHABILITATION CENTER (HRC) IS TO HONOR OUR ELDERS, BY RESPECTING AND PROMOTING THEIR INDEPENDENCE, SPIRITUAL vigor, dignity and choice, and by recognizing that they are a resource to be cherished. As part of our mission, we accept special responsibility for the frailest and neediest members of our community who are most dependent on our care. We seek to fulfill our mission by operating programs in: - Memory care - Rehabilitative therapy - Expressive therapy - Palliative care - Life enhancement - Spiritual care - Russian language FORM 990, PART I, LINE 22 DESCRIPTION OF NEGATIVE NET ASSETS THE DECREASE IN UNRESTRICTED NET ASSETS AND UNRESTRICTED NET DEFICIT AT HRC FOR FISCAL YEAR 2021 REFLECTS THE INCLUSION OF EXPENSES THAT ARE SUPPORTED BY HRC'S PARENT, HSL. HSL BENEFITS FROM BOTH MANAGEMENT FEES AND PHILANTHROPIC INCOME THAT ARE AVAILABLE TO FUND HRC'S OPERATING, PENSION FUND, AND OTHER EXPENSES. AS SUCH, HSL'S MANAGEMENT, BOARD OF DIRECTORS, AND LENDERS VIEW THE ORGANIZATION'S FINANCIAL CONDITION AS HSL'S AND HRC'S COMBINED BALANCE SHEET, WITH $142.8 MILLION IN UNRESTRICTED NET ASSETS AT 9/30/21. FORM 990, PART III, LINE 4A PROGRAM SERVICE DESCRIPTION HRC OFFERS LONG-TERM CARE MANAGEMENT, REHABILITATIVE, AND EXTENDED MEDICAL CARE THAT MEETS THE CHRONIC AND ACUTE MEDICAL NEEDS OF OLDER ADULT PATIENTS IN A THERAPEUTIC AND HEALING ENVIRONMENT. CARE IS PROVIDED IN A HOME-LIKE SETTING AND TAILORED TO THE INDIVIDUAL NEEDS OF EACH PATIENT. IN ADDITION TO EXPERT GERIATRIC MEDICAL CARE PROVIDED BY PHYSICIANS AND NURSE PRACTITIONERS FROM OUR ONSITE DEPARTMENT OF MEDICINE, A MULTIDISCIPLINARY TEAM OFFERS A WIDE RANGE OF THERAPEUTIC PROGRAMS THAT MAXIMIZE FUNCTION WITH THE GOAL OF HELPING OUR PATIENTS MAINTAIN INDEPENDENCE FOR AS LONG AS POSSIBLE. Examples of our program services are as follows: 1. Memory care: HRC has memory care units in two locations to serve seniors with moderate to advanced memory loss who need special services and accommodations to keep them safe and engaged. We provide to our long-term chronic memory care patients services such as expressive therapies involving music and art, which build on and support their abilities, talents, and interests. We will focus on what residents can still do, rather than on what they can't, thereby offering opportunities for accomplishment, success, and joy each day. 2. Expressive therapy: Expressive therapy is a dynamic, multimodal approach to integrating the arts into the healing process. Used within the context of a health care or rehabilitation setting, expressive therapies like music, art, and dance can foster healing and provide an overall sense of well-being and connection to others. HRC employs expressive therapists who function as members of the multidisciplinary health care team to provide treatment to seniors. Therapists are masters-level mental health counselors who are also professionally trained in their respective disciplines (e.g., art, music, etc.). The overall goals of treatment are to provide a safe, secure setting in which patients can express themselves on both verbal and non-verbal levels. PATIENTS also feel an increased connection to others that in turn decreases their level of distress and psychological discomfort. 3. Palliative care: Since 2007, the HRC palliative care program has been helping patients maximize the quality of life while maintaining dignity and control as they navigate the journey of serious and terminal illness. The palliative team comprising of counselors, doctors, nurses, health aides, and therapists, accomplish this by providing medical information, asking questions, and supporting the patient and family's decisions. The palliative care team also takes measures to provide medical help, massage, music therapy, and other interventions to make the patient's journey as comfortable as possible. FORM 990, PART VI, SECTION A, LINE 6 DESCRIPTION OF CLASSES OR MEMBERS OR STOCKHOLDERS HSL IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO MAY ELECT ONE OR MORE OF THE GOVERNING BODY THE HSL BOARD CHAIR APPOINTS THE MEMBERS OF THE HRC BOARD OF DIRECTORS WITH THE ADVICE AND CONSENT OF THE HSL BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B classes of persons, decisions requiring approval and type of voting rights DECISIONS INVOLVING MAJOR CHANGES IN ORGANIZATION, DEBT PLACEMENT, SALE OF ASSETS, ETC. ARE ALSO SUBJECT TO APPROVAL BY HSL'S BOARD. ULTIMATELY, GOVERNANCE OF THE CORPORATION RESTS WITH THE BOARD OF DIRECTORS OF THE COMPANY'S SOLE CORPORATE MEMBER, HSL. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990 PREPARATION OF THE FORM 990 BEGINS INTERNALLY WITH HSL STAFF AND ERNST & YOUNG PREPARING THE FORM WITH INPUT PROVIDED BY HRC. ALL FORMS 990 AND 990-T OF THE AFFILIATES OF HSL (HSL IS THE SOLE CORPORATE MEMBER OF EACH AFFILIATE) WILL BE REVIEWED PRIOR TO FILING BY THE AUDIT & compliance COMMITTEE OF HSL. SUBSEQUENT TO SUCH REVIEW, AND PRIOR TO FILING, COPIES WILL BE PROVIDED TO THE APPROPRIATE GOVERNING BOARD OF DIRECTORS FOR EACH AFFILIATE. THE GOVERNING BOARDS WILL HAVE FIVE DAYS TIME IN WHICH TO VIEW THE FULL RETURNS PRIOR TO THEIR FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS USED TO CONSISTENTLY AND REGULARLY MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY THE BOARD OF HRC VOTED TO ADOPT THE HSL CONFLICT OF INTEREST POLICY. MONITORING AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS: INDIVIDUALS COVERED UNDER THE CONFLICT OF INTEREST POLICY HAVE AN AFFIRMATIVE DUTY TO DISCLOSE THE EXISTENCE OR POSSIBILITY OF A CONFLICT OF INTEREST AND SHALL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE HSL CONFLICTS COMMITTEE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY PROVIDES THAT ANNUALLY, EACH COVERED PERSON SHALL SIGN A STATEMENT AFFIRMING THAT SUCH PERSON RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. THE SIGNED STATEMENT AFFIRMS THAT THE PERSON UNDERSTANDS HRC IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, HRC MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. WHO IS COVERED: THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, PERSONS SERVING IN SENIOR STAFF POSITIONS OUTLINED IN AN EXHIBIT ATTACHED TO THE CONFLICT OF INTEREST POLICY, AND ANY OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF ANY OF THE ORGANIZATION OR ANYOF ITS AFFILIATES. LEVEL AT WHICH DETERMINATIONS OF CONFLICT ARE MADE AND WHICH ACTUAL CONFLICTS ARE REVIEWED: THE HSL CONFLICTS COMMITTEE IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS AND EVALUATING WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A TRANSACTION THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE CONFLICTS COMMITTEE REPORTS ITS FINDINGS TO THE BOARD OF DIRECTORS WHO ARE RESPONSIBLE FOR MAKING A FINAL DETERMINATION ON THE CONFLICT. RESTRICTIONS ON CONFLICTED PERSONS: ALL COVERED PERSONS ARE RESTRICTED FROM ENTERING INTO A TRANSACTION WITHOUT DISCLOSING THE ACTUAL OR POTENTIAL CONFLICT TO THE HSL CONFLICT COMMITTEE AND OBTAINING APPROVAL OF THE BOARD DIRECTORS. COVERED PERSONS WITH A CONFLICT MUST LEAVE THE ROOM WHEN TRANSACTIONS GIVING RISE TO THE CONFLICT ARE UNDER DISCUSSION BY THE BOARD OF DIRECTORS. Form 990, Part VI, SECTION B, Lines 15a AND 15b PROCESS FOR DETERMINING COMPENSATION FOR OFFICERS AND KEY EXECUTIVES THE COMPENSATION COMMITTEE OF THE HSL BOARD, WITH THE ASSISTANCE OF DATA PROVIDED BY AN INDEPENDENT, EXPERT CONSULTANT, HAS REVIEWED THE PRESIDENT/CEO'S TOTAL COMPENSATION AND THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES AS WELL AS HIGHLY COMPENSATED EMPLOYEES (>$150,000) OF HSL AND ITS AFFILIATES. THE FULL HSL BOARD FURTHER REVIEWED AND APPROVED THE COMPENSATION OF THE OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES OF HSL AND ITS AFFILIATES. A FULL MARKET REVIEW AND APPROVAL OF COMPENSATION, FOLLOWING THE PROCEDURES OUTLINED ABOVE WAS LAST COMPLETED IN 2018. ADDITIONALLY, THE ORGANIZATION COMPLETED A WALK THROUGH OF SENIOR LEADERSHIP COMPENSATION WITH AN INDEPENDENT, EXPERT CONSULTANT, DURING 2019. ALL OF THESE COMMITTEE MEMBERS ARE INDEPENDENT DIRECTORS. INDEPENDENT CONSULTANTS WERE HIRED BY THE COMPENSATION COMMITTEE AND ASSISTED WITH THE COMPENSATION REVIEW. DOCUMENTATION AND RECORDS OF COMPENSATION COMMITTEE MEETINGS ARE MAINTAINED WITH RESPECT TO DELIBERATIONS AND COMPENSATION DECISIONS. Form 990, Part VI, SECTION C, Line 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE AT WWW.GUIDESTAR.ORG. GOVERNING DOCUMENTS ARE AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS' WEBSITE. THE TAX RETURNS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST AT THE OFFICES OF HSL AT 1200 CENTRE ST. BOSTON, MA 02131 OR BY TELEPHONE AND E-MAIL. FORM 990, PART IX, COLUMN D FUNDRAISING DISCLOSURE HSL as the parent of the HSL system, raises contributions for itself and its affiliates through its Development department. The contribution revenue is recorded by the affiliate that the donor intended it be given to. Fundraising expenses of the Development department are recorded exclusively by HSL. In order to give the reader a full and transparent view of HSL and affiliates, a summary of all contribution revenue and related expenses is prepared below. Additionally, this includes approximately $300,000 in pledges that have been fully reserved based on donor-imposed contingencies. Management believes that these contingencies will be met and have added the value of the contingent pledges back in the schedule below. FUNDRAISING EXPENSE (HSL FORM 990, PART IX, LINE 25, COL. D) $ 3,658,145 CONTRIBUTION REVENUE: HSL CONTRIBUTIONS (HSL FORM 990, PART VIII, LINE 1H) $ 13,298,250 CONTINGENT PLEDGE REVENUE $ 1,500,000 HEBREW REHABILITATION CENTER (PART VIII, LINE 1F) $ 4,542,988 HEBREW SENIORLIFE HOSPICE CARE $ 320,000 ORCHARD COVE, INC. $ 230,054 HRCA SENIOR HOUSING, INC. $ 0 HRCA HOUSING FOR ELDERLY, INC. $ 164,703 HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. $ 2,233 HRCA BROOKLINE HOUSING 112-120 CENTRE COURT, INC. $ 0 CENTER COMMUNITIES OF BROOKLINE $ 12,034 NEWBRIDGE ON THE CHARLES, INC. $ 1,237,653 HRCA BROOKLINE HOUSING 108 CENTRE STREET, INC. $ 0 HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, INC. $ 0 ------------- $ 21,307,915 TOTAL COST PER DOLLAR RAISED 17% FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFER to AFFILIATES ($ 12,437) ---------- TOTAL ($ 12,437) ORCHARD COVE INC ONE DEL POND DRIVE CANTON MA 02021 223080006 CONT. CARE MA 501(C)(3) 10 HSL true HRCA SENIOR HOUSING INC 1200 CENTRE STREET BOSTON MA 02131 042765428 ELDER HOUSING MA 501(C)(3) 10 HSL true CTR COMMUNITIES OF BROOKLINE INC 1200 CENTRE STREET BOSTON MA 02131 010569404 ELDER HOUSING MA 501(C)(3) 10 HSL true HRCA BROOKLINE HOUSING 112-120 CENTRE CO 1200 CENTRE STREET BOSTON MA 02131 030372998 ELDER HOUSING MA 501(C)(3) 10 HSL true HRCA BROOKLINE HOUSING 1550 BEACON 1200 CENTRE STREET BOSTON MA 02131 010569403 ELDER HOUSING MA 501(C)(3) 10 HSL true HRCA HOUSING FOR ELDERLY INC 1200 CENTRE STREET BOSTON MA 02131 042543731 ELDER HOUSING MA 501(C)(3) 10 HSL true NEWBRIDGE ON THE CHARLES INC 1200 CENTRE STREET BOSTON MA 02131 383707573 ELDER HOUSING MA 501(C)(3) 10 HSL true HRCA BROOKLINE HOUSING 108 CENTRE 1200 CENTRE STREET BOSTON MA 02131 810612222 ELDER HOUSING MA 501(C)(3) 12, TYPE II HSL true HEBREW SENIORLIFE HOSPICE CARE INC 1200 CENTRE STREET BOSTON MA 02131 461309228 HOSPICE CARE MA 501(C)(3) 10 HSL true HEBREW SENIORLIFE INC 1200 CENTRE STREET BOSTON MA 02131 900183119 MGMT SERVICES MA 501(C)(3) 7 NA false HEBREW SENIORLIFE AFFILIATED MED GROUP 1200 CENTRE STREET BOSTON MA 02131 823654673 PHYSICIAN SVC MA 501(C)(3) 10 HSL true CCB COHEN 112 CENTRE MM LLC 1200 centre st boston MA 02131 821763395 elder housing MA NA N/A 0 0 false 0 false HSL Fireman Operating LP 640 N main street randolph MA 02368 844212813 elder housing MA NA N/A 0 0 false 0 false HSL PAYROLL SERVICES INC 100 CENTRE STREET BROOKLINE MA 02446 042684823 PAYROLL SERVICES MA na C CORP 0 0 false HEBREW SENIORLIFE REAGE SOLUTIONS INC 1200 CENTRE STREET BOSTON MA 02131 814906048 MGMT & CONS. SVCS DE na C CORP 0 0 false false false false false false false false false false true true true true false false true true true true HEBREW SENIORLIFE INC s 19950000 ACTUAL Hebrew SeniorLife Affiliated Medical Group s 200000 ACTUAL Hebrew SeniorLife Hospice Care Inc s 14225000 ACTUAL Hebrew SeniorLife Inc M 4542988 ACTUAL Hebrew SeniorLife Inc P 789689 ACTUAL Hebrew SeniorLife Inc M 4956690 CONTRACT NewBridge on the Charles Inc R 9762625 ACTUAL NewBridge on the Charles INC K 8301756 CONTRACT Hebrew SeniorLife Inc J 300000 CONTRACT Center Communities of Brookline Inc K 79233 CONTRACT Hebrew SeniorLife Inc p 696503 ACTUAL Center Communities of Brookline Inc q 231451 ACTUAL HRCA Brookline Housing 1550 Beacon PlazaInc Q 177625 ACTUAL Hebrew SeniorLife Inc q 837357 ACTUAL HRCA HOUSING FOR ELDERLY INC Q 149636 ACTUAL NewBridge on the Charles INC Q 2812936 ACTUAL Orchard Cove Inc q 3103541 ACTUAL HSL Fireman Operting Limited Partnership q 350214 ACTUAL Hebrew SeniorLife Hospice Care Inc Q 498659 ACTUAL