2021-08-16T13:00:21-05:00 2020-09-30 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2019-10-01 383707573 NewBridge on the Charles Inc % CAROLE JOHNSON NEWB 6173258000 1200 CENTRE STREET BOSTON MA 02131 JAMES D HART CFO 6172662000 2021-08-11 true MIKE A CINCOTTA P01595811 6172662000 2021-08-10 2019 2022-09-23 18:48:47Z LOUIS J WOOLFPRESIDENT CEO 1200 CENTRE STREET BOSTON MA 02131 52619860 false X WWW.HEBREWSENIORLIFE.ORG X 2004 MA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES SENIORS WITH INDEPENDENT LIVING THAT CAN ENRICH AND ENHANCE THEIR LIVES, COMBINED (SEE SCHEDULE O) 4 2 453 74 0 0 0 2695533 51553198 48571463 1267389 1248828 111269 104036 52931856 52619860 0 0 0 0 15983460 17366320 0 0 0 46497107 47372599 62480567 64738919 -9548711 -12119059 316235240 305900070 486105525 485187008 -169870285 -179286938 X IN THE SPIRIT OF THE FIFTH COMMANDMENT, AS ILLUMINATED BY THE TRADITIONS OF THE JEWISH PEOPLE, OUR MISSION IS TO HONOR OUR ELDERS, BY RESPECTING AND PROMOTING THEIR INDEPENDENCE, SPIRITUAL VIGOR, DIGNITY AND CHOICE, AND BY RECOGNIZING THAT THEY (SEE SCHEDULE O) false false 26284212 0 16550480 INDEPENDENT LIVING WHEN MOVING TO NEWBRIDGE ON THE CHARLES, RESIDENTS ENJOY THE FREEDOM FROM HOME OWNERSHIP, THE CONVENIENCE OF SERVICES AND AMENITITES, AND THE FLEXIBILITY TO ENJOY A WIDE RANGE OF ACTIVITIES. BUT PERHAPS THE BIGGEST BENEFIT IS PEACE OF MIND THAT COMES WITH KNOWING THEY HAVE A FULL SPECTRUM OF HEALTH CARE SERVICES AND LIVING ACCOMODATIONS AS THEIR NEEDS CHANGE OVER TIME. THIS CONTINUUM OF CARE EXTENDS FROM INDEPENDENT LIVING TO ASSISTED LIVING, TO SKILLED REHABILITATIVE AND LONG-TERM NURSING CARE - ALL IN ONE COMMUNITY. A MEDICAL PRACTICE AS WELL AS HOME HEALTH CARE IS PROVIDED ON THE CAMPUS. (SEE SCHEDULE O). 20283180 0 18314425 RECUPERATIVE SERVICES UNIT/SNF HEBREW REHABILITATION CENTER (HRC) AT NEWBRIDGE, LOCATED IN THE GLORIA ADELSON FIELD HEALTH CENTER, IS A PIONEERING STATE-OF-THE ART GERIATRIC HEALTH CARE CENTER THAT OFFERS COMPREHENSIVE SHORT-TERM REHABILITATIVE SERVICES, LONG-TERM CARE, AND A MEMORY CARE UNIT. BUILDING ON HEWBREW SENIORLIFE'S HOLISTIC APPROACH TO CARE, HRC SERVES AS GROUND-BREAKING MODEL IN CREATING AN OPTIMAL LIVING ENVIRONMENT AND PROVIDING THE TYPES OF SERVICES AND PROGRAMS THAT SENIORS BEST RESPOND TO PHYSICALLY AND EMOTIONALLY WHEN IN SHORT OR LONG-TERM CARE. THE PRIVATE ROOMS AND COMMONLIVING SPACES RESEMBLE (SEE SCHEDULE O) 8560231 0 9932231 ASSISTED LIVING THE TRADITIONAL ASSISTED LIVING PROGRAM AT NEWBRIDGE IS A KEY COMPONENT OF OUR CONTINUING CARE RETIREMENT COMMUNITY(CCRC) PROVING THE OPPORTUNITY FOR THOSE WHO WISH TO LIVE IN A SUPPORTIVE COMMUNITY OR FOR CURRENT INDEPENDENT LIVING RESIDENTS TO CONTINUE RESIDING ON OUR CAMPUS. IN 51 TRADITIONAL ASSISTED LIVING APARTMENTS, NEWBRIDGE FOSTERS A DEEP SENSE OF COMMUNITY AND HOME AWAY FROM HOME IN A COMPASSIONATE ENVIRONMENT FOR SENIORS. AT THE CORE OF THIS AREA IS A FULL SERVICE DINING ROOM AND LIBRARY AS WELL AS (SEE SCHEDULE O) 980932 0 3774326 56108555 true true false false false false false false true false true false false false true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 36 0 true 453 true false 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 false true false MA X CAROLE JOHNSON 6173258000 1200 CENTRE STREET BOSTON MA 02351 LOUIS J WOOLF PRESIDENT & CEO 0.2 49.8 X X 0 1100092 102080 MARY MOSCATO PRESIDENT, HSL HEALTH CARE SRV 5.0 45.0 X 0 414727 62283 JIM HART SECRETARY & CFO 0.2 49.8 X X 0 391345 65378 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 0.5 49.5 X 0 381024 72646 HELEN CHEN Chief Medical Officer 10.0 40.0 X 0 376764 46392 KIMBERLY J BROOKS CHIEF OP. OFFICER, SEN. LIVING 0.5 49.5 X 0 329799 53711 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 0.5 49.5 X 0 270420 61726 RACHEL WHITEHOUSE CHIEF COMN. & PLAN. OFFICER 10.0 40.0 X 0 259903 64738 ERIC ROGERS CIO 0.5 49.5 X 0 245730 57518 STEPHEN COLWELL EXECUTIVE DIRECTOR 50.0 0.0 X 192635 0 30752 RACHEL LERNER GEN. COUNSEL & CHIEF COMP OFF 0.5 49.5 X 0 165220 37100 MATTHEW W HOLLINGSHEAD ED, ASSISTED LIVING NBOC 50.0 0.0 X 151524 0 45394 Jessica Coleman Clinical Nurse Consultant 50.0 0.0 X 102877 0 43409 JEFFREY D DRUCKER BOARD CHAIR 0.1 4.4 X X 0 0 0 MARSHA COHEN TREASURER 0.1 4.4 X X 0 0 0 447036 3935024 743127 3 false true false NONE 0 2695533 2695533 INDEPENDENT LIVING FEES 623000 16550480 16550480 0 0 ASSISTED LIVING FEES 623000 9932231 9932231 0 0 HEALTH CARE CENTER 623000 18314425 18314425 0 0 EARNED ENTRANCE FEE 623000 2860666 2860666 0 0 CULINARY 623000 460420 460420 0 0 453241 453241 0 0 48571463 1248828 1248828 0 0 104036 104036 0 104036 104036 0 0 0 0 0 0 0 0 0 0 0 52619860 48571463 0 1352864 0 0 0 0 0 0 0 0 192635 0 192635 0 0 0 0 0 12100155 11028884 1071271 0 0 0 0 0 5073530 1367045 3706485 0 0 0 0 0 0 0 0 0 3262 0 3262 0 75000 0 75000 0 0 0 0 0 0 0 0 0 0 0 463582 430906 32676 0 131253 131253 0 0 234933 132682 102251 0 542399 0 542399 0 0 0 0 0 77446 0 77446 0 150348 144323 6025 0 0 0 0 0 31278 6985 24293 0 10852425 10852425 0 0 1097411 0 1097411 0 16879018 16816530 62488 0 376631 0 376631 0 SKILLED NURSING FACILITY 12352268 12352268 0 0 FOOD AND BEVERAGE COSTS 1642173 1632074 10099 0 SHARED SERIVCES 1249992 0 1249992 0 REAL ESTATE TAXES 1213180 1213180 0 0 64738919 56108555 8630364 0 10804387 10116719 43559154 46852278 0 0 716211 2736945 0 0 0 0 1048792 1069901 78626 80829 96062 85763 406480783 174898174 246134768 231582609 0 0 0 0 0 0 0 0 13797240 13375026 316235240 305900070 24089628 23017827 0 0 0 0 240813176 238325664 619051 615688 0 0 0 0 0 0 220583670 223227829 486105525 485187008 X -169870285 -179359727 0 72789 -169870285 -179286938 316235240 305900070 X -12119059 2119779 0 0 0 582627 X false true X true false X 0 1588985 1791182 0 2695533 6075700 46184803 46237871 49762454 51553198 48571463 242309789 0 0 0 46184803 47826856 51553636 51553198 51266996 248385489 0 0 0 248385489 215704 368573 873943 1378658 1352864 4189742 0 215704 368573 873943 1378658 1352864 4189742 0 0 46400507 48195429 52427579 52931856 52619860 252575231 0.98341 0.98800 0.01659 0.01200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 18158924 18158924 216464438 60778841 155685597 8329725 1730380 6599345 93206525 68932091 24274434 70321171 43456862 26864309 231582609 0 REFUNDABLE ENTRANCE FEES 207382709 NON-REFUNDABLE ENTRANCES FEES 15478515 ENTRANCE FEE DEPOSITS 366605 223227829 54739639 2119779 0 2119779 52619860 0 0 52619860 64738919 0 0 64738919 0 0 64738919 SCHEDULE D, PART VI, LINE 2A ESCROW LIABILITY IN ACCORDANCE WITH MASSACHUSETTS LAW, LAST MONTH RENT DEPOSITS FOR THE ASSISTED LIVING RESIDENTS ARE HELD IN ESCROW. SCHEDULE D, PART X, LINE 2 FIN 48/ASC 740 DISCLOSURE NEWBRIDGE ON THE CHARLES, INC.'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN 48/ASC 740. false true false false false false false true false LOUIS J WOOLF PRESIDENT & CEO 0 647510 0 452582 0 0 0 24300 0 77780 0 1202172 0 0 JIM HART SECRETARY & CFO 0 331483 0 59466 0 396 0 5300 0 60078 0 456723 0 0 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 0 349128 0 31500 0 396 0 24300 0 48346 0 453670 0 0 ERIC ROGERS CIO 0 224023 0 21617 0 90 0 4760 0 52758 0 303248 0 0 MARY MOSCATO PRESIDENT, HSL HEALTH CARE SRV 0 354106 0 60225 0 396 0 5300 0 56983 0 477010 0 0 KIMBERLY J BROOKS CHIEF OP. OFFICER, SEN. LIVING 0 279709 0 50000 0 90 0 5300 0 48411 0 383510 0 0 RACHEL WHITEHOUSE CHIEF COMN. & PLAN. OFFICER 0 236195 0 23450 0 258 0 5066 0 59672 0 324641 0 0 RACHEL LERNER GEN. COUNSEL & CHIEF COMP OFF 0 165178 0 0 0 42 0 3423 0 33677 0 202320 0 0 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 0 242992 0 27032 0 396 0 4964 0 56762 0 332146 0 0 STEPHEN COLWELL EXECUTIVE DIRECTOR 179310 0 13067 0 258 0 2586 0 28166 0 223387 0 0 0 MATTHEW W HOLLINGSHEAD ED, ASSISTED LIVING NBOC 136770 0 14700 0 54 0 3254 0 42140 0 196918 0 0 0 HELEN CHEN Chief Medical Officer 0 337492 0 39014 0 258 0 5300 0 41092 0 423156 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 Schedule J, Part I, Line 4b LOUIS J. WOOLF, PRESIDENT AND CEO, AND KATELYN QUYNN, CHIEF DEVELOPMENT OFFICER & VP OF BOARD RELATIONS, PARTICIPATED IN A 457(F) SUPPLEMENTAL RETIREMENT PLAN THAT INCLUDED $19,500 OF EMPLOYER CONTRIBUTIONS DURING THE YEAR. THIS AMOUNT IS INCLUDED IN THE DEFERRED COMPENSATION SECTION SHOWN IN PART VII. SCHEDULE J, PART I, LINE 7 EACH YEAR, NBOC WITHHOLDS A PORTION OF ITS SENIOR LEADERSHIP'S BUDGET FOR 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 PERCENTAGE OF THE ELIGIBLE EMPLOYEE'S BASE WAGES. THE PERCENTAGES PAYABLE RANGE FROM 5 TO 15 PERCENT. THE FOLLOWING EMPLOYEES RECEIVED BONUSES PAID OUT UNDER NBOC'S BONUS ARRANGEMENT IN 2019. STEPHEN COLWELL $13,067 MATTHEW W. HOLLINGSHEAD $14,700 THE AMOUNT IS INCLUDED IN BONUS & INCENTIVE COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584X3Z2 2017-12-19 236290000 SEE PART VI false false false A 237774151 0 246303247 13406950 0 0 1077863 0 0 0 0 0 2057 false false true true A false true true false false 0.02100 0.02100 false false false true A false true false false 0 false 0 false true A true SCHEDULE K, PART I, COLUMN (F) PURPOSE OF BOND THE PROCEEDS FROM THE SALE OF THE SERIES 2017 BONDS AND CERTAIN OTHER AVAILABLE MONEYS WILL BE USED TO FINANCE AND REFINANCE THE FOLLOWING: (1) THE CURRENT REFUNDING OF ALL OR A PORTION OF THE OUTSTANDING PRINCIPAL AMOUNT OF THE REFUNDED BONDS, (2) FUND CERTAIN COST ASSOCIATED WITH THE TERMINATION OF AN INTEREST RATE SWAP, (3) FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2017 BONDS, AND (4) PAY CERTAIN COSTS OF ISSUANCE IN CONNECTION WITH THE SERIES 2017 BONDS. SCHEDULE K, PART II, LINE 3E THE DIFFERENCE BETWEEN THE ISSUE PRICE OF THE BOND AND TOTAL PROCEEDS IS THE FOLLOWING: PAR AMOUNT $236,290 NET PREMIUM $11,823,722 UNDERWRITER DISCOUNT ($1,810,475) FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION WITH SAFETY AND HEALTHCARE OPTIONS. FORM 990, PART I, LINE 22 DESCRIPTION OF NEGATIVE ASSETS THE NEGATIVE UNRESTRICTED NET ASSET BALANCE IS DUE TO REFUNDABLE ENTRANCE FEE LIABILITIES. REFUNDABLE ENTRANCE FEES ARE PAID TO FORMER RESIDENTS FROM THE PROCEEDS OF ENTRANCE FEES PAID BY NEW RESIDENTS. AS ENTRANCE FEES INCREASE OVER TIME, THE SIZE OF THE REFUNDABLE ENTRANCE FEE LIABILITY ALSO INCREASES, ASSUMING A STABLE RESIDENT CENSUS. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION (CONT'D) 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. EVERYTHING WE DO FLOWS FROM THESE TENETS AND IS FURTHER INSPIRED BY THE DUTY OF TIKKUN OLAM-TO HEAL THE WORLD. WE SEEK TO FULFILL THIS MISSION BY: - PROVIDING A COMPLETE AND INTEGRATED SPECTRUM OF THE HIGHEST QUALITY HEALTH CARE AND HOUSING FACILITIES AND SERVICES FOR SENIORS - CONDUCTING MEDICAL AND SOCIAL GERONTOLOGICAL RESEARCH TO IMPROVE SENIORS' HEALTH AND QUALITY OF LIFE - TEACHING FUTURE GENERATIONS OF HEALTH CARE PROFESSIONALS - ADVOCATING FOR POLICIES AND PROGRAMS THAT BENEFIT SENIORS AND THEIR FAMILIES - PROVIDING NATIONAL AND INTERNATIONAL LEADERSHIP IN THE FIELDS OF SENIOR HEALTH CARE, HOUSING, RESEARCH AND TEACHING, AND - RAISING STANDARDS IN SENIOR HEALTH CARE AND HOUSING THROUGH INNOVATION AND LEADERSHIP AT THE LOCAL, STATE, NATIONAL AND INTERNATIONAL LEVELS. FORM 990, PART III, LINE 4A DESCRIPTON OF PROGRAM SERVICES IN OUR HEALTH CARE CENTER, CARE IS PROVIDED FROM AN INTERDISCIPLINARY TEAM OF SPECIALISTS FROM HEBREW REHABILITATION CENTER/HEBREW SENIORLIFE - AN INTERNATIONALLY RECOGNIZED LEADER IN GERIATRIC RESEARCH, TRAINING AND EDUCATION. THIS TEAM INCLUDES GERIATRICIANS/PHYSICIANS AND GERIATRIC NURSE PRACTITIONERS, REHABILITATION SPECIALISTS, SOCIAL WORKERS, AND CERTIFIED NURSE ASSISTANTS, WORKING TOGETHER TO ENSURE AN INDIVIDUAL'S CARE PLAN IS COMPREHENSIVE AND SEAMLESS. AT NEWBRIDGE, IT'S ALL ABOUT BUILDING A LIFESTYLE THAT BEST SUITS YOUR PREFERENCES AND NEEDS. FOR EXAMPLE, IF ONE SPOUSE REQUIRES ASSISTANCE WITH DAILY LIVING WHILE THE OTHER IS INDEPENDENT, OR, IF BOTH WANT TO LIVE INDEPENDENTLY BUT NEED SPECIALIZED CARE OR SUPPORT, NEWBRIDGE OFFERS HOME HEALTH CARE SERVICES AND SPECIALTY OUTPATIENT CLINICS. RESIDENTS ALSO HAVE OPTIONS WHEN IT COMES TO RECUPERATIVE SERVICES IN SHORT- OR LONG-TERM CARE. WE OFFER RESIDENTS PRIORITY AND FLEXIBILITY IN HELPING THEM MAKE DECISIONS WHEN THEY ARE FACED WITH MEDICAL CARE ISSUES. NEWBRIDGE IS A COMMUNITY DESIGNED FOR INDEPENDENT LIVING, OFFERING FLEXIBILITY TO RESIDENTS WHO ENJOY SCHEDULING THEIR OWN DAILY ACTIVITIES WHILE KNOWING THEY CAN BE SPONTANEOUS AT ANY GIVEN MOMENT. WE CONTINUALLY OFFER NEW PROGRAMS, WORKSHOPS, AND EVENTS AS PART OF OUR COMMITMENT TO LIFELONG LEARNING. OUR PHILOSOPHY OF LIFELONG LEARNING GOES HAND IN HAND WITH OUR APPROACH TO PROVIDING A CONTINUUM OF WELLNESS - ADDRESSING THE "WHOLE PERSONINTEGRATING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL DIMENSIONS OF AGING. THE COTTAGE COMMUNITY AT NEWBRIDGE IS DESIGNED FOR OLDER ADULTS WHO VALUE AN ACTIVE, INDEPENDENT LIFESTYLE. LIFE IN THE COTTAGES OFFERS A COMBINATION OF PRIVATE HOME LIVING AND CLOSE PROXIMITY TO NEWBRIDGE'S SELECTION OF PROGRAMS, AMENITIES, AND ACTIVITIES. COTTAGE RESIDENTS CAN SELECT FROM THREE HOME MODELS, EACH OFFERING DIFFERENT FINISHES AND FLOOR PLAN CHOICES. HOMES RANGE FROM 1,475 TO 2,700 SQUARE FEET. SOME INCLUDE A LOWER LEVEL, A LOFT, OR BOTH - INCREASING THE LIVING SPACE UP TO 3,200 SQUARE FEET. HOMES ALSO FEATURE A PRIVATE ONE- OR TWO-CAR GARAGE. SITUATED ON A QUIET, PRIVATE SETTING, THE VILLAS AT NEWBRIDGE ARE CONVENIENTLY ACCESSIBLE TO THE COMMUNITY CENTER BY AN UNDERGROUND WALKWAY OR THROUGH THE COURTYARD GARDEN. THE SPACIOUS INTERIORS OFFER HIGH CEILINGS, EXCEPTIONAL AMENITIES, LARGE WINDOWS, AND UNDERGROUND PARKING. THE TWO-BEDROOM VILLAS, WHICH ARE MORE INTIMATE VERSIONS OF OUR APARTMENTS, RANGE IN SIZE FROM 1,589 TO 1,800 SQUARE FEET. EACH VILLA IS A CORNER RESIDENCE TO ALLOW FOR PLENTY OF LIGHT, WITH EACH HOME SERVED BY AN ELEVATOR LOCATED IN A LOBBY IN THE CENTER OF THE BUILDING. FOR OPTIMAL CONVENIENCE, THE NEWBRIDGE APARTMENTS ARE LOCATED WITHIN THE CARL J. AND RUTH SHAPIRO COMMUNITY CENTER AND TWO ADJACENT BUILDINGS. THESE HOMES OFFER COZY AND INNOVATIVE FLOOR PLANS RANGING IN SIZE FROM NEARLY 1,000 TO JUST OVER 2,000 SQUARE FEET. THEY FEATURE GOURMET KITCHENS, NINE-FOOT CEILINGS, AND EXPANSIVE WINDOWS PROVIDING EXCEPTIONAL VIEWS OF THE MEADOWS, GARDENS AND COURTYARDS. ALL APARTMENTS HAVE ACCESS TO UNDERGROUND PARKING SPACES AND SPACIOUS STORAGE LOCKERS, WHILE OTHER FEATURES INCLUDE SCREENED-IN PORCHES, FIREPLACES, AND A GREAT ROOM. FORM 990, PART III, LINE 4B DESCRIPTION OF PROGRAM SERVICES ALL THE CHARM AND COZINESS OF HOME, PROVIDING PLENTY OF NATURAL LIGHT, WARMTH, AND COMFORT. WE OFFER THE COMMUNITY ACCESS TO AN OUTSTANDING ARRAY OF REHABILITATION OPTIONS THROUGH OUR RECUPERATIVE SERVICES (RSU), A SKILLED NURSING UNIT. ON THE NEWBRIDGE CAMPUS THERE ARE 48 BEDS FOR SHORT-TERM REHABILITATION CARE. PHYSICIANS REPRESENTING DOZENS OF MEDICAL SPECIALTIES, AS WELL AS NURSES AND THERAPISTS, ARE AVAILABLE FOR CONSULTATION TO ENSURE THAT EVERY PATIENT NEED IS ADDRESSED. OUR INTAKE COORDINATOR AND CASE MANAGERS WILL SCREEN THE PATIENT AND EITHER ACCEPT OR DENY ADMISSION. IF THE REFERRAL IS ACCEPTED, WE WILL ARRANGE A TRANSFER TIME WITH THE APPROPRIATE CASE MANAGER AT THE HOSPITAL. MOST MAJOR INSURANCES ARE ACCEPTED. FORM 990, PART III, LINE 4C DESCRIPTION OF PROGRAM SERVICES ACTIVITY AND MEETING ROOMS. IN ADDITION TO PROVIDING PERSONALIZED SUPPORTIVE SERVICES IN A WARM AND INVITING SETTING, OUR TRADITIONAL ASSISTED LIVING PROGRAM REFLECTS THE MANY SERVICES, PROGRAMS AND AMENITIES UNIQUE TO NEWBRIDGE ON THE CHARLES. FOR EXAMPLE, RESIDENTS HAVE PLENTY OF OPPORTUNITIES TO ENJOY A WIDE RANGE OF LIFELONG LEARNING ACTIVITIES, MUSIC AND ART PRESENTATIONS, WELLNESS PROGRAMS AND MULTIGENERATIONAL ACTIVITIES WITH STUDENTS FROM THE NEIGHBORING RASHI SCHOOL. THE NEWBRIDGE MEMORY SUPPORT ASSISTED LIVING PROGRAM IS A NATIONALLY RENOWNED MODEL OF COMPREHENSIVE CARE DESIGNED TO ENHANCE COGNITIVE AND PHYSICAL ABILITIES IN A SAFE ENVIRONMENT. AS A KEY COMPONENT OF THE ASSISTED LIVING PROGRAM, THERE ARE 41 APARTMENTS ON THE NEWBRIDGE CAMPUS FOR THOSE WITH DEMENTIA-RELATED CONDITIONS. WE OFFER AN INDIVIDUALIZED CARE PLAN FOR EACH RESIDENT, FOCUSING ON THERAPIES AND APPROACHES THAT ARE SPECIFIC TO EACH INDIVIDUAL'S STRENGTHS AND NEEDS THROUGHOUT DAILY ACTIVITIES. ONE OF THE MANY BENEFITS WE OFFER IS THE CONVENIENCE OF NOT HAVING TO TRAVEL FOR MEDICAL APPOINTMENTS. RESIDENTS MAY CHOOSE TO JOIN OUR ONSITE PRIMARY CARE PRACTICE, LOCATED IN THE HEALTH CARE CENTER. OUR HARVARD MEDICAL SCHOOL-AFFILIATED GERIATRICIANS PROVIDE CONTINUOUS, COORDINATED AND SEAMLESS CARE. WE OFFER SPECIAL SERVICES FOR RESIDENTS REQUIRING MEMORY SUPPORT THROUGH OUR SPECIALIZED APPROACH FOR INDIVIDUALS WHO NEED MEMORY SUPPORT, WE FOCUS ON ENCOURAGEMENT, DIGNITY, AND CREATING FEELINGS OF SUCCESS. AMONG OUR MANY BENEFITS, WE OFFER: - INDIVIDUALIZED SERVICE PLANS - PRIVATE STUDIO APARTMENTS WITH INDIVIDUAL BATHS - THREE NUTRITIOUS "HEALTHY MIND" MEALS AND SNACKS - RESIDENT-SECURE ENTRY AND EXIT - ENCLOSED COURTYARD AND GARDENS - REGULARLY SCHEDULED ENRICHMENT AND FITNESS PROGRAMS - 24-HOUR PROFESSIONAL RESIDENT CARE STAFF - ON-SITE NURSING STAFF - INCONTINENCE CARE - MEDICATION MANAGEMENT FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES OTHER PROGRAM SERVICE REVENUE IS MADE UP OF INCOME FROM RESIDENTS AND THEIR GUESTS FOR VARIOUS SERVICES THAT NBOC PROVIDES (THE EXPENSES), INCLUDING CULINARY, TELECOMMUNICATIONS, MISCELLANEOUS, GUEST SUITES, PERSONAL CARE, AND ACTIVITY FEES. FORM 990, PART VI, LINE 6 DESCRIPTION OF CLASSES OF MERMBERS OR STOCKHOLDERS HEBREW SENIORLIFE, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, LINE 7A MEMBERS WHO MAY ELECT ONE OR MORE OF THE GOVERNING BODY THE HEBREW SENIORLIFE, INC. BOARD CHAIR APPOINTS THE MEMBERS OF THE NEWBRIDGE ON THE CHARLES, INC.'S BOARD OF DIRECTORS WITH THE ADVICE AND CONSENT OF THE HEBREW SENIORLIFE, INC. BOARD MEMBERS. FORM 990, PART VI, QUESTION 7B CLASSES OF PERSONS, DECISIONS REQ. APPR & TYPE OF VOTING RIGHTS DECISIONS INVOLVING MAJOR CHANGES IN ORGANIZATION, DEBT PLACEMENT, SALE OF ASSETS, ETC. ARE ALSO SUBJECT TO APPROVAL BY HEBREW SENIORLIFE, INC.'S BOARD. ULTIMATELY, GOVERNANCE OF THE CORPORATION RESTS WITH THE BOARD OF DIRECTORS OF THE COMPANY'S SOLE CORPORATE MEMBER, HEBREW SENIORLIFE, INC. FORM 990, PART VI, LINE 11 PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW 990 PREPARATION OF THE FORM 990 BEGINS INTERNALLY WITH HEBREW SENIORLIFE STAFF AND ERNST & YOUNG PREPARING THE FORM WITH INPUT PROVIDED BY HEBREW SENIORLIFE, INC. ALL FORMS 990 AND 990T OF THE AFFILIATES OF HEBREW SENIORLIFE, INC. (HSL IS THE SOLE CORPORATE MEMBER OF EACH AFFILIATE) WILL BE REVIEWED PRIOR TO FILING BY THE AUDIT COMMITTEE OF HEBREW SENIORLIFE, INC. 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 5 DAYS TIME IN WHICH TO VIEW THE FULL RETURNS PRIOR TO THEIR FILING. FORM 990, PART VI, LINE 12C PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST THE BOARD OF NEWBRIDGE ON THE CHARLES, INC. VOTED TO ADOPT THE HEBREW SENIORLIFE, INC. 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 HEBREW SENIORLIFE 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 NEWBRIDGE ON THE CHARLES, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, NEWBRIDGE ON THE CHARLES, INC. 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 ANY OF ITS AFFILIATES. LEVEL AT WHICH DETERMINATIONS OF CONFLICT ARE MADE AND WHICH ACTUAL CONFLICTS ARE REVIEWED THE HEBREW SENIORLIFE 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 OFDIRECTORS 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 HEBREW SENIORLIFE CONFLICT COMMITTEE AND OBTAINING APPROVAL OF THE BOARD OF 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, LINE 15A & 15B OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE COMPENSATION COMMITTEE OF THE HEBREW SENIORLIFE, INC. 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 HEBREW SENIORLIFE, INC. AND ITS AFFILIATES. THE FULL HEBREW SENIORLIFE, INC. BOARD FURTHER REVIEWED AND APPROVED THE COMPENSATION OF THE OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES OF HEBREW SENIORLIFE, INC. AND ITS AFFILIATES. THE REVIEW AND APPROVAL PROCEDURES OUTLINED ABOVE WERE LAST COMPLETED IN 2018. ADDITIONALLY THE ORGANIZATION COMPLETED A WALK THROUGH OF SENIOR LEADERSHIP COMPENSATION WITH AN INDEPENDENT, EXPERT CONSULTANT, DURING 2019. FORM 990, PART VI, LINE 19 AVAILABILITY OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE AT GUIDESTAR. 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 HEBREW SENIORLIFE, INC. AT 1200 CENTRE ST. BOSTON, MA 02131 OR BY TELEPHONE AND E-MAIL. FORM 990, PART XI, LINE 9 TRANSFERS FROM HEBREW SENIORLIFE, INC. $509,839 INCREASE IN RESTRICTED FUND BALANCE $72,788 ----------------------------------------------------------- TOTAL OTHER CHANGES IN NET ASSETS $582,627 HEBREW SENIORLIFE HOSPICE CARE INC 1200 CENTRE STREET BOSTON MA 02131 461309228 HOSPICE SVCS 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 HRCA SENIOR HOUSING INC 1200 CENTRE STREET BOSTON MA 02131 042765428 ELDER HOUSING MA 501(c)(3) 10 HSL true CENTER COMMUNITIES OF BROOKLINE INC 1200 CENTRE STREET BOSTON MA 02131 010569404 ELDER HOUSING MA 501(c)(3) 10 HSL true ORCHARD COVE ONE DEL POND DRIVE CANTON MA 02021 223080006 CONT. CARE MA 501(c)(3) 10 HSL true HEBREW REHABILITATION CENTER 1200 CENTRE STREET BOSTON MA 02131 042104298 HOSPITAL MA 501(c)(3) 3 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 HEBREW SENIORLIFE AFFILIATED MED GROUP 1200 CENTRE STREET BOSTON MA 02131 823654673 PHYSICIAN SVC 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 HRCA BROOKLINE HOUSING 108 CENTRE 1200 CENTRE STREET BOSTON MA 02131 810612222 ELDER HOUSING MA 501(c)(3) 12b HSL true CCB COHEN 112 CENTRE mm LLC 1200 CENTRE ST BOSTON MA 02131 821763395 ELDER HOUSING MA NA N/A HSL FIREMAN OPERATING LP 1200 CENTRE ST BOSTON MA 02131 ELDER HOSUING MA NA N/A 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. 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