2025-11-14T13:44:35-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 510141617 CHELSEA JEWISH LIFECARE INC CHEL 6178870001 165 CAPTAINS ROW CHELSEA MA 02150 JENNIFER SANTERRE CFO 6178870001 2025-11-11 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z LEGACY LIFECARE MANAGEMENT ADAM BERMAN 165 CAPTAINS ROW CHELSEA MA 02150 10907048 0 X WWW.CHELSEAJEWISH.ORG X 1975 MA TO MANAGE A CONTINUUM OF SENIOR CARE BUSINESS LINES. 12 8 1292 8 0 0 31453 26711 9010258 10561093 28334 251465 359948 67779 9429993 10907048 0 0 0 0 7447342 8984870 0 0 0 1573573 1972650 9020915 10957520 409078 -50472 34538736 36785619 10535777 12833132 24002959 23952487 THE ORGANIZATION'S MISSION IS TO MANAGE A CONTINUUM OF SENIOR CARE BUSINESS LINES THAT CONSISTENTLY PROVIDE HIGH-QUALITY COMPASSIONATE CARE WHILE FOCUSING ON THE DEVELOPMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT ENABLE INDIVIDUALS TO LIVE AS INDEPENDENTLY AS POSSIBLE. 0 0 201078 10628872 MANAGEMENT & SUPPORT - TO MANAGE A CONTINUUM OF SENIOR CARE BUSINESS LINES THAT CONSISTENTLY PROVIDE HIGH-QUALITY COMPASSIONATE CARE WHILE FOCUSING ON THE DEVELOPMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT ENABLE INDIVIDUALS TO LIVE AS INDEPENDENTLY AS POSSIBLE. 201078 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 X 27 0 1292 1 0 0 0 0 0 0 0 0 0 0 X 12 8 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 BARRY BERMAN CEO EMERITUS/TREASURER 26.00 14.00 X X 885154 0 40376 ADAM BERMAN PRESIDENT AND CEO 26.00 14.00 X X 729760 0 47773 ELIZABETH MULLEN COO AND CLERK 26.00 14.00 X X 297133 0 24305 GILDA RICHMAN CHAIR 1.00 39.00 X X 79810 0 0 JUDY WEISS DIRECTOR 1.00 7.00 X 0 0 0 JEFFREY BRUDNICK DIRECTOR 1.00 7.00 X 0 0 0 STUART ANFANG DIRECTOR 1.00 7.00 X 0 0 0 HOWARD GREENSPAN DIRECTOR 1.00 X 0 0 0 SUSAN GOLDSMITH DIRECTOR 1.00 7.00 X 0 0 0 SHARON FORMAN DIRECTOR 1.00 X 0 0 0 DOUG FIEBELKORN DIRECTOR 1.00 X 0 0 0 CHARLOTTE FLORENCE DIRECTOR 1.00 X 0 0 0 JENNIFER SANTERRE CFO 26.00 14.00 X 249822 0 36101 RONILO ANGLO CHIEF CLINICAL OFFICER 26.00 14.00 X 257032 0 36299 KAREN PETRUCCELLI VP OF CLINICAL QUALITY 26.00 14.00 X 214011 0 22093 AMY SANDERS DIRECTOR OF MARKETING 26.00 14.00 X 219489 0 20621 AUSTIN AZETA DIRECTOR OF CLINICAL SERVICES 26.00 14.00 X 170874 0 20333 MARIA CHAMPA CHIEF HUMAN RESOURCE OFFIC 26.00 14.00 X 191585 0 16467 3294670 0 264368 28 0 1 0 BAKER TILLY US LLP PO BOX 78975 MILWAUKEE WI 532788975 AUDIT/TAX SERVICES 190988 1 26711 26711 MANAGEMENT FEES 561000 10561093 10561093 10561093 251465 251465 MISCELLANEOUS INCOME 900099 67779 67779 67779 10907048 10628872 0 251465 X 7565947 150272 7415675 800209 15893 784316 618714 12289 606425 96132 96132 50000 50000 148711 148711 26392 26392 412725 412725 174956 174956 213294 213294 -6996 -6996 28218 28218 69359 69359 MISCELLANEOUS EXPENSE 310580 310580 EMPLOYEE RELATIONS 148625 148625 STAFF RECRUITMENT 132790 132790 BUSINESS EXPENSE 67461 67461 100403 1402 99001 10957520 201078 10756442 0 386971 1530604 100000 100000 789246 665853 207548 1208939 4349645 4358374 417402 678797 622546 421513 225006 201033 28062918 28042019 34538736 36785619 1429740 2080865 40000 40000 281811 272232 8784226 10440035 10535777 12833132 X 23213713 23286530 789246 665957 24002959 23952487 34538736 36785619 -50472 0 X 0 1 X 1 1 1 X 531465 75000 1157324 31453 26711 1821953 531465 75000 1157324 31453 26711 1821953 1821953 21024 23473 55191 28334 251465 379487 2201440 43720169 0.82760 0.92340 X 0 0 0 0 0 0 0 0 1 240 240 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 3098469 3098469 110643 64192 46451 284566 261393 23173 227337 95928 131409 201033 DUE FROM RELATED PARTIES 25334501 SECURITY DEPOSITS 25000 RIGHT-OF-USE ASSETS OPERATING 23930 DUE FROM MANAGED ENTITIES 2658588 28042019 DUE TO RELATED PARTIES 10347145 ACCRUED INTEREST ON DEFERRED DEVELOPMENT FEES 68960 OPERATING LEASE LIABILITY 23930 10440035 X PART V, LINE 4: DURING 2020, IT WAS DETERMINED THAT THE AMOUNTS REPORTED IN PRIOR YEARS CONSIST OF DONOR RESTRICTED FUNDS AND DO NOT REPRESENT EITHER TERM OR PERMANENT ENDOWMENTS. THEREFORE, THESE FUNDS ARE NOT REQUIRED TO BE REPORTED IN SCHEDULE D, PART V AND THE BALANCE AS OF DECEMBER 31, 2020 WAS REDUCED TO ZERO. PART X, LINE 2: CJL AND CJL'S CONTROLLED ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON THEIR EXEMPT INCOME UNDER SECTION 501(A) OF THE IRC. X X X 0 0 0 0 0 0 0 0 0 BARRY BERMAN CEO EMERITUS/TREASURER 712918 0 150000 0 22236 0 0 0 40376 0 925530 0 0 0 ADAM BERMAN PRESIDENT AND CEO 513619 0 200000 0 16141 0 0 0 47773 0 777533 0 0 0 ELIZABETH MULLEN COO AND CLERK 297133 0 0 0 0 0 0 0 24305 0 321438 0 0 0 RONILO ANGLO CHIEF CLINICAL OFFICER 257032 0 0 0 0 0 0 0 36299 0 293331 0 0 0 JENNIFER SANTERRE CFO 249822 0 0 0 0 0 0 0 36101 0 285923 0 0 0 AMY SANDERS DIRECTOR OF MARKETING 219489 0 0 0 0 0 0 0 20621 0 240110 0 0 0 KAREN PETRUCCELLI VP OF CLINICAL QUALITY 214011 0 0 0 0 0 0 0 22093 0 236104 0 0 0 MARIA CHAMPA CHIEF HUMAN RESOURCE OFFIC 0 0 0 0 191585 0 0 0 16467 0 208052 0 0 0 AUSTIN AZETA DIRECTOR OF CLINICAL SERVICES 170874 0 0 0 0 0 0 0 20333 0 191207 0 0 0 ADAM WAXMAN HR RELATED TO BARRY BERMAN, DIRECTOR OF THE BOARD OF THE ORGANIZATION AND CEO 92836 SALARY AND BENEFITS 0 FORM 990, PART V, LINE 2A THIS ORGANIZATION USES A COMMON PAYMASTER, AS SUCH, ALL EMPLOYEES ARE LISTED UNDER THE COMMON PAYMASTER, CHELSEA JEWISH LIFECARE, INC. OF THE 1,292 EMPLOYEES PAID BY THE COMMON PAYMASTER, 128 EMPLOYEES HAD A PORTION OR ALL OF THEIR TIME ALLOCATION TO THIS ORGANIZATION DURING 2024. FORM 990, PART VI, SECTION A, LINE 2 ADAM BERMAN, PRESIDENT AND CEO, AND BARRY BERMAN, TREASURER, HAVE A FAMILY RELATIONSHIP. JEFFREY BRUDNICK, DIRECTOR OF CHELSEA JEWISH LIFECARE, INC., HAS A BUSINESS RELATIONSHIP WITH THE ORGANIZATION; HOWEVER TRANSACTION AMOUNTS ARE BELOW SCHEDULE L REPORTING THRESHOLDS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS A RELATED ORGANIZATION, LEGACY LIFECARE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S COMPLETE FORM 990 IS REVIEWED BY THE TOP MANAGEMENT PRIOR TO FILING WITH THE IRS. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE INSTRUCTED TO INFORM THE REST OF THE BOARD IF ANY CONFLICT OF INTEREST EXISTS PERTAINING TO THEIR MEMBERSHIP ON THE BOARD. ANY POTENTIAL CONFLICT OF INTEREST IS THEN DISCUSSED AND ASSESSED BY THE REMAINING BOARD MEMBERS. IF A CONFLICT EXISTS, IT MUST BE DISCLOSED AND HELD TO A HIGHER LEVEL OF SCRUTINY IN ORDER TO VERIFY THAT ALL TRANSACTIONS ARE AT ARMS-LENGTH. ANY BOARD MEMBER DEEMED TO HAVE A CONFLICT OF INTEREST WILL ABSTAIN FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR OVERSEEING THAT THE CONFLICT OF INTEREST PROCESS TAKES PLACE. FORM 990, PART VI, SECTION B, LINE 15 PRIOR TO MAJOR SALARY ADJUSTMENTS FOR THE CEO, THE ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE ARRANGES FOR A SALARY STUDY TO BE PERFORMED. THE STUDY INCLUDES THE EXECUTIVE SALARIES OF COMPARABLY-SIZED COMPANIES IN THE INDUSTRY. THE BOARD OF DIRECTORS THEN CONSIDERS THE FINDINGS OF THE STUDY IN SETTING THE CEO'S COMPENSATION. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED THROUGH THE USE OF SALARY STUDIES OR OTHER DATA AND ADJUSTED BASED ON THE EMPLOYEE'S YEARS OF EXPERIENCE AND RESPONSIBILITIES BY BOARD OF DIRECTORS COMPENSATION COMMITTEE. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 5 GILDA RICHMAN'S COMPENSATION RELATES TO HER ROLE AS AN EMPLOYEE AND IS ALLOCATED TO RELATED ORGANIZATION. AS SUCH, HER COMPENSATION IS REFLECTED ON THE RELATED ORGANIZATION'S STATEMENT OF FUNCTIONAL EXPENSES. ADMIRAL'S HILL ASSISTED LIVING CORP II 201 CAPTAINS ROW CHELSEA MA 02150 043538833 ASSISTED LIVING MA 501(C)(3) PF CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH CHARITABLE FOUNDATION INC 240 LYNNFIELD STREET PEABODY MA 01960 261244471 FUNDRAISING & SUPPORT MA 501(C)(3) LINE 12B, II CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH COMMUNITY INC 165 CAPTAINS ROW CHELSEA MA 02150 271756594 HOMECARE AND HOSPICE MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH GREEN HOUSE INC 165 CAPTAINS ROW CHELSEA MA 02150 043326727 ASSISTED LIVING & NURSING HOME MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC 240 LYNNFIELD STREET PEABODY MA 01960 043274643 ASSISTED LIVING MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH NURSING HOME INC 17 LAFAYETTE AVENUE CHELSEA MA 02150 042200583 NURSING HOME MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 JEWISH NURSING HOME OF WESTERN MA INC 770 CONVERSE STREET LONGMEADOW MA 01106 043138403 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 0 JEWISH REHABILITATION CENTER FOR AGED OF THE NORTH SHORE INC 240 LYNNFIELD STREET PEABODY MA 01960 042106768 SKILLED NURSING & ADH MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 JGS ADMINISTRATIVE SERVICES INC 770 CONVERSE STREET LONGMEADOW MA 01106 043295014 ADMIN SUPPORT TO JEWISH GERIATRIC SERVICEES MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 0 JGS HOUSING SERVICES INC 770 CONVERSE STREET LONGMEADOW MA 01106 043321157 ASSISTED LIVING MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 0 JGS LIFECARE CORPORATION 770 CONVERSE STREET LONGMEADOW MA 01106 042129128 GERIATRIC/NURSING PROVIDER MA 501(C)(3) LINE 7 CHELSEA JEWISH LIFECARE INC 1 LEGACY LIFECARE INC 240 LYNNFIELD STREET PEABODY MA 01960 223102199 SUPPORT SERVICES AND FUNDRAISING MA 501(C)(3) LINE 12A, I N/A 0 SPECTRUM HOME CARE INC 770 CONVERSE STREET LONGMEADOW MA 01106 043399549 NON-CERTIFIED HOME HEALTH AGENCY MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 0 SPECTRUM HOME HEALTH AND HOSPICE CARE INC 770 CONVERSE STREET LONGMEADOW MA 01106 043237982 HOME HEALTH & HOSPICE CARE MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 0 DEUTSCHES ALTENHEIM INC 2222 CENTRE STREET WEST ROXBURY MA 02132 042104144 SKILLED NURSING & ADH & AL MA 501(C)(3) LINE 10 LEGACY LIFECARE INC 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 CHELSEA JEWISH COMMUNITY INC P COST CHELSEA JEWISH GREEN HOUSE INC D COST CHELSEA JEWISH COMMUNITY INC L 209503 COST CHELSEA JEWISH NURSING HOME INC L 1101442 COST CHELSEA JEWISH GREEN HOUSE INC L 1562538 COST ADMIRAL HILL ASSISTED LIVING CORP II L 156968 COST JEWISH REHAB CENTER FOR AGED OF THE NORTH SHORE INC L 1531114 COST CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC L 647497 COST JEWISH NURSING HOME OF WESTERN MA INC L 1342051 COST JGS HOUSING SERVICES INC L 247518 COST SPECTRUM HOME HEALTH AND HOSPICE CARE INC L 115138 COST DEUTSCHES ALTERNHEIM INC L 1201417 COST