2018-08-07T09:11:09-05:00 2017-09-30 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2016-10-01 383707573 NewBridge on the Charles Inc % Carole Johnson NEWB 6173258000 1200 Centre Street Boston MA 02131 JAMES D HART CFO 6172662000 2018-08-01 true MIKE A CINCOTTA P01595811 6172662000 2016 2022-09-23 18:48:47Z Louis J WoolfPresident CEO 1200 Centre Street Boston MA 02131 48195436 false X www.hebrewseniorlife.org X 2004 MA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES SENIORS WITH INDEPENDENT LIVING CHOICES THAT CAN ENRICH AND ENHANCE THEIR LIVES, COMBINED (SEE SCHEDULE O) 4 2 451 460 0 0 1588985 46184803 46237878 112931 258440 102773 110133 46400507 48195436 0 0 0 0 13500368 14813851 0 0 0 49186984 48047183 62687352 62861034 -16286845 -14665598 329565128 319377857 476669992 477485210 -147104864 -158107353 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 25288819 0 14792559 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). 7246969 0 9661977 ASSISTED LIVING THE TRADITIONAL ASSISTED LIVING PROGRAM AT NEWBRIDGE IS A KEY COMPONENT OF OUR CONTINUING CARE RETIREMENT COMMUNITY (CCRC) PROVIDING 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) 16627917 0 18110769 RECUPERATIVE SERVICES UNIT/SKILLED NURSING FACILITY (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 HEBREW 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 COMMON LIVING SPACES RESEMBLE (SEE SCHEDULE O). 884916 0 3672571 50048621 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 94 0 true 451 true 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 roslindale MA 02131 HINDA MARCUS BOARD CHAIR 1.0 3.5 X X 0 0 0 MARSHA COHEN TREASURER 1.0 3.5 X X 0 0 0 LOUIS J WOOLF PRESIDENT & CEO 14.0 36.0 X X 0 679090 127161 JAMES D HART SECRETARY & CFO 14.0 36.0 X X 0 317714 60549 ERIC ROGERS CIO 14.0 36.0 X 0 106595 37303 STEPHEN COLWELL EXECUTIVE DIRECTOR 50.0 0.0 X 166580 0 29441 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 3.0 47.0 X 0 348362 52304 RACHEL WHITEHOUSE CHIEF COMN. & PLAN. OFFICER 5.0 45.0 X 0 228359 58848 RACHEL LERNER COMPL. OFFICER & GEN COUNSEL 5.0 45.0 X 0 207336 31291 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 5.0 45.0 X 0 222918 61805 MARY MOSCATO PRESIDENT, HSL HEALTH CARE SVC 5.0 45.0 X 0 388502 57017 KIMBERLY BROOKS CHIEF OP. OFFICER, SEN. LIVING 5.0 45.0 X 0 281357 48563 HELEN CHEN CHIEF MEDICAL OFFICER 5.0 45.0 X 0 326176 43668 THOMAS M WEST DIRECTOR OF ENVIRONMENTAL SVCS 50.0 0.0 X 110778 0 31659 PETER INGRAM CIO (former) 0.0 0.0 X 0 140398 14144 LEN FISHMAN PRESIDENT & CEO (former) 0.0 0.0 X 0 228790 0 277358 3475597 653753 2 true true false none 0 0 1588985 0 0 1588985 INDEPENDENT LIVING FEES 623000 14792559 14792559 0 0 ASSISTED LIVING FEES 623000 9661977 9661977 0 0 Healthcare Center 623000 18110769 18110769 0 0 Earned Entrance Fees 623000 2469294 2469294 0 0 Culinary 623000 621548 621548 0 0 581731 581731 0 0 46237878 258440 258440 0 0 110133 110133 0 110133 110133 0 0 0 0 0 0 0 0 0 0 0 48195436 46237878 0 368573 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10602265 9462694 1139571 0 0 0 0 0 4211586 3407234 804352 0 0 0 0 0 1588985 0 1588985 0 29650 0 29650 0 87038 0 87038 0 0 0 0 0 0 0 0 0 0 0 1005230 864188 141042 0 187378 187378 0 0 212874 107221 105653 0 568131 0 568131 0 0 0 0 0 180646 180646 0 101881 98375 3506 0 0 0 0 0 20994 9040 11954 0 7327717 7327717 0 0 5922329 0 5922329 0 17160407 15858902 1301505 0 240955 216860 24095 0 Skilled Nursing Facility 10200865 10200865 0 0 Food and Beverage Cost 1566082 1548293 17789 0 Shared Services 886167 0 886167 0 Real Estate Taxes 759854 759854 0 0 62861034 50048621 12812413 0 0 21027800 23806843 20193020 21425576 0 0 680050 626589 0 0 0 0 1161008 1728236 80955 80413 217326 344628 396722567 126425164 283684994 270297403 0 0 0 0 0 0 0 0 2519975 1068169 329565128 319377857 19097706 24135359 0 0 0 0 246349659 238627655 537165 520555 0 0 0 0 0 0 210685462 214201641 476669992 477485210 X -147104864 -158107353 0 0 0 0 -147104864 -158107353 329565128 319377857 X -14665598 1030703 0 0 0 2632406 X false true X true false X 0 0 0 0 1588985 1588985 43309824 44675854 45094276 46184803 46237871 225502628 0 0 0 43309824 44675854 45094276 46184803 47826856 227091613 0 0 0 227091613 187119 96754 108084 215704 368573 976234 0 187119 96754 108084 215704 368573 976234 0 0 43496943 44772608 45202360 46400507 48195429 228067847 0.99572 0.99360 0.00428 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 18158924 18158924 216464438 44543996 171920442 3431002 570118 2860884 92351965 50365686 41986279 66316238 30945364 35370874 270297403 0 Refundable Entrance Fees 199442689 Non-refundable Entrance Fees 14071956 Entrance Fee Deposits 426030 Interest Rate Swap 260966 214201641 51858545 1030703 2632406 3663109 48195436 0 0 48195436 62861034 0 0 62861034 0 0 62861034 SCHEDULE D, PART IV, LINE 2B ESCROW LIABILITY IN ACCORDANCE WITH MASSACHUSETS 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. DO NOT INCLUDE A FOOTNOTE RELATED TO FIN 48/ASC 740. SCHEDULE D, PART XI, LINE 2D OTHER INCREASES CHANGE IN VALUE OF INTEREST RATE SWAP $2,632,406 TOTAL OTHER INCRESES $2,632,406 true true false false false false false false false LOUIS J WOOLF PRESIDENT & CEO 0 653694 0 25000 0 396 0 55100 0 72061 0 806251 0 JAMES D HART SECRETARY & CFO 0 301998 0 15458 0 258 0 5100 0 55449 0 378263 0 0 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 0 348104 0 0 258 0 5100 0 47204 0 400666 0 0 PETER INGRAM CIO (former) 0 140261 0 0 137 0 0 14144 0 154542 0 RACHEL WHITEHOUSE CHIEF COMN. & PLAN. OFFICER 0 208638 0 19583 0 138 0 4744 0 54104 0 287207 0 LEN FISHMAN PRESIDENT & CEO (former) 0 228790 0 0 0 0 0 228790 0 RACHEL LERNER COMPL. OFFICER & GEN COUNSEL 0 198120 0 9162 0 54 0 4255 0 27036 0 238627 0 DEBORAH L LEMMERMAN CHIEF PEOPLE OFFICER 0 222660 0 0 258 0 4457 0 57348 0 284723 0 MARY MOSCATO PRESIDENT, HSL HEALTH CARE SVC 0 354864 0 33242 0 396 0 5100 0 51917 0 445519 0 KIMBERLY BROOKS CHIEF OP. OFFICER, SEN. LIVING 0 257635 0 23632 0 90 0 4512 0 44051 0 329920 0 HELEN CHEN CHIEF MEDICAL OFFICER 0 326038 0 0 138 0 5100 0 38568 0 369844 0 STEPHEN COLWELL EXECUTIVE DIRECTOR 166442 0 0 138 0 2435 0 27006 0 196021 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 Supplemental Compensation Information Hebrew Seniorlife, Inc. (HSL), the parent organization, establishes compensation of the organization's 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 4a Peter Ingram received severance in the amount of $56,250, which is equivalent to three months of Mr. Ingrams base salary. This amount is included in Peter Ingrams compensation on Schedule J, Part II. FORM 990, SCHEDULE J, PART I, LINE 4B Louis Woolf, President and CEO, participated in a 457(f) supplemental retirement plan that included $50,000 of employer contribution during the year. This amount is included in the deferred compensation section showing in Part VII. A MASSACHUSSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RTQ8 2014-10-08 244860000 SEE PART VI false false false A 0 0 244860000 0 0 0 0 2605934 0 0 244860000 0 2014 true false true true A false true true false false false 0.00210 0.00210 false false false true A false true true true CITIZENS BANK 5. false false false 0 false true A true SCHEDULE K, PART I, COLUMN (f) PURPOSE OF BOND ON OCTOBER 8, 2014 NEWBRIDGE ON THE CHARLES, INC. REFINANCED ITS EXISTING SERIES 2007A AND 2007B BONDS. A PORTION OF THE BONDS ($244,500,000) WAS REFINANCED THROUGH ISSUING TAX-EXEMPT BONDS THROUGH MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. THE BONDS WERE THEN PURCHASED BY A SYNDICATE OF FINANCIAL INSTITUTIONS. THIS PORTION OF THE REFINANCED DEBT WILL BE REFERRED TO AS THE SENIOR DEBT. THE REMAINING BALANCE OF THE DEBT ($12,465,000) WAS REFINANCED THROUGH A TERM LOAN PROVIDED BY ONE OF THE BOND PURCHASERS. FORM 990, PART I, LINE I ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES (CONT'D) WITH SAFETY AND HEALTHCARE OPTIONS. FORM 990, PART I, LINE 22 DESCRIPTION OF NEGATIVE ASSETS AT SEPTEMBER 30, 2017, NEWBRIDGE ON THE CHARLES, INC. HAD A NEGATIVE ACCUMULATED NET ASSET BALANCE OF $(158,107,353). NEWBRIDGE ON THE CHARLES, INC. OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC). IT IS THE NATURE OF CCRC ORGANIZATIONS TO HAVE NEGATIVE NET ASSET BALANCES BECAUSE OF THE NATURE OF THEIR FINANCING. WHEN NEW RESIDENTS MOVE INTO A CCRC, THEY PAY ENTRANCE FEE THAT IS 50-90% (GENERALLY 90%) REFUNDABLE AT THE TERMINATION OF THE CONTRACT. THE CCRC HOLDS THOSE FUNDS IN ITS RESERVES AND RECORDS A LIABILITY FOR BOTH THE REFUNDABLE AND THE NON-REFUNDABLE PORTIONS OF THE ENTRANCE FEE. THE NON-REFUNDABLE PORTION OF THE ENTRANCE FEE IS THEN AMORTIZED INTO INCOME BASED ON THE EXPECTED REMAINING ACTUARIAL LIFE OF THE RESIDENT. REFUNDABLE AMOUNTS ARE PAID TO THE PREVIOUS RESIDENT AFTER THEIR UNIT HAS BEEN RE-OCCUPIED BY A NEW RESIDENT. THE BUSINESS MODEL FOR CCRCS TREATS THESE ENTRANCE FEES AS THE EQUITY CONTRIBUTION OF EACH OF THE RESIDENTS IN THE PROJECT. REFUNDABLE ENTRANCE FEES TURN OVER BUT ARE NOT AMORTIZED OR OTHERWISE PAID DOWN. HOWEVER, BECAUSE THE 'EQUITY' CONTRIBUTION FROM AN INDIVIDUAL RESIDENT IS NOT PERMANENT AND IS REPAYABLE FROM THE PROCEEDS OF THE ENTRANCE FEE FROM THE SUBSEQUENT RESIDENT, ACCOUNTING RULES REQUIRE THAT THESE AMOUNTS BE SHOWN AS LIABILITIES. AT 9/30/17 NEWBRIDGE ON THE CHARLES, INC. HAD LIABILITIES ON ITS BALANCE SHEET OF $199,442,689 AND $14,071,956 FOR REFUNDABLE AND NON-REFUNDABLE ENTRANCE FEES, RESPECTIVELY. THESE LIABILITIES DO NOT IMPACT CASH FLOWS OR COVENANT CALCULATIONS ON EXISTING CREDITOR AGREEMENTS FOR NEWBRIDGE ON THE CHARLES, INC. 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 DESCRIPTION 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 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 4C 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 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), which include 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 CORPORATE MEMBER OF NEWBRIDGE ON THE CHARLES AND PROVIDES MANAGEMENT OVERSIGHT AND FUNDRAISING SERVICES TO NEWBRIDGE AND TO ITS OTHER AFFILIATES. FORM 990, PART VI, LINE 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS THE HEBREW SENIORLIFE, INC. BOARD CHAIR APPOINTS THE MEMBERS OF THE NEWBRIDGE ON THE CHARLES, INC. BOARD OF DIRECTORS WITH THE ADVICE AND CONSENT OF THE HEBREW SENIORLIFE, INC. BOARD MEMBERS. FORM 990, PART VI, LINE 7B DESCRIPTION CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & 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 DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 PREPARATION OF THE FORM 990 BEGINS INTERNALLY WITH HEBREW SENIORLIFE AND AFFILIATES 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 & compliance 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 DESCRIPTION OF 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 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 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 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 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 CONSULTANTS, HAS REVIEWED THE PRESIDENT'S/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 HIGHLY COMPENSATED EMPLOYEES OF HSL AND ITS AFFILIATES. THE REVIEW AND APPROVAL PROCEDURES OUTLINED ABOVE WERE LAST COMPLETED IN 2018. 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, LINE 19 AVAILABILIY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FIN STATEMENTS TO THE GENERAL 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 HSL AT 1200 CENTRE ST. BOSTON, MA 02131 OR BY TELEPHONE AND E-MAIL. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN VALUE OF INTEREST RATE SWAP $2,632,406 TOTAL OTHER CHANGES IN NET ASSETS $2,632,406 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 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 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 CCB COHEN 112 CENTRE mm LLC 1200 CENTRE ST BOSTON MA 02131 821763395 ELDER HOUSING MA NA N/A HSL PAYROLL SERVICES INC 100 CENTRE STREET BROOKLINE MA 02446 042684823 PAYROLL SERVICES MA NA C-CORP 0 0 0.00000 false HEBREW SENIORLIFE REAGE SOLUTIONS INC 1200 CENTRE STREET BOSTON MA 02131 814906048 MGMT & CONS. SVCS DE HSL C-CORP 0 0 0.00000 false false false false false false false false false false true false true true false false true true false true Hebrew SeniorLife Inc m 5922329 Contract Hebrew SeniorLife Inc p 591710 Actual Hebrew SeniorLife Inc p 308581 Actual Hebrew Rehabilitation Center j 7178883 Contract Hebrew Rehabilitation Center m 731021 Contract Hebrew Rehabilitation Center q 6115347 Actual Hebrew Rehabilitation Center p 2451438 Actual Hebrew Rehabilitation Center s 10145919 Actual