NEWBRIDGE ON THE CHARLES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEWBRIDGE ON THE CHARLES INC (EIN 38-3707573)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-05
- IRS object ID
- 201442179349301509
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-05T21:08:00-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383707573 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Newbridge on the Charles Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL HEFRON | InCareOfName |
| Name Control | NEWB | NameControl |
| Phone | 6173258000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Centre Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D HART | Name |
| Title | CFO | Title |
| Date Signed | 2014-08-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Louis J WoolfPresident CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CENTRE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43496943 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hebrewseniorlife.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES SENIORS WITH INDEPENDENT LIVING CHOICES THAT CAN ENRICH AND ENHANCE THEIR LIVES, COMBINED WITH THE SAFETY, SECURITY AND HEALTHCARE OPTIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 424 | TotalNbrEmployees |
| Total Nbr Volunteers | 85 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41513070 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 43309824 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 739391 | InvestmentIncomePriorYear |
| Investment Income Current Year | 105191 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 67814 | OtherRevenuePriorYear |
| Other Revenue Current Year | 81928 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42320275 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43496943 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11887509 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12140943 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51208903 | OtherExpensePriorYear |
| Other Expenses Current Year | 49759021 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 63096412 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61899964 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -20776137 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -18403021 | RevenuesLessExpensesCY |
| Total Assets BOY | 409483506 | TotalAssetsBOY |
| Total Assets EOY | 375512075 | TotalAssetsEOY |
| Total Liabilities BOY | 482455003 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 464782851 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -72971497 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -89270776 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26665804 | Expense |
| Revenue | 16334304 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8409164 | Expense |
| Revenue | 8810224 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17868861 | Expense |
| Revenue | 17172133 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1033394 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 993162 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 53977223 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 424 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL HEFRON | NamePerson |
| Telephone Number | 7814349081 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 GREAT MEADOW ROAD | AddressLine1 |
| City | DEDHAM | City |
| State | MA | State |
| ZIP Code | 02026 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JENNIFER SILVER | |||||||||
| CHAIR | 1.0 | 3.5 | X | X | 0 | 0 | |||
| JAY L WEBBER | |||||||||
| TREASURER | 1.0 | 3.5 | X | X | 0 | 0 | |||
| LEN FISHMAN | |||||||||
| CEO (retired 2/15/2013) | 14.0 | 36.0 | X | X | 0 | 855111 | 32912 | ||
| LOUIS J WOOLF | |||||||||
| President & CEO | 14.0 | 36.0 | X | X | 0 | 465304 | 102199 | ||
| JAMES D HART | |||||||||
| CFO and Secretary | 14.0 | 36.0 | X | X | 0 | 306903 | 25540 | ||
| ALESSANDRA DE VACA | |||||||||
| CAO (term 9/6/2013) | 5.0 | 45.0 | X | 0 | 234808 | 25650 | |||
| FRANCIS X HINCKLEY | |||||||||
| CHIEF INFORMATION OFFICER | 14.0 | 36.0 | X | 0 | 209574 | 24571 | |||
| MARY MOSCATO | |||||||||
| PRESIDENT, HSL HEALTH CARE SVC | 10.0 | 40.0 | 0 | 249854 | 19154 | X | |||
| KATELYN QUYNN | |||||||||
| VP, DEVELOPMENT | 3.0 | 47.0 | 0 | 335479 | 32719 | X | |||
| STEPHEN COLWELL | |||||||||
| Executive Director | 50.0 | 153169 | 0 | 4044 | X | ||||
| MICHAEL HEFRON | |||||||||
| Director of Finance | 50.0 | 123310 | 0 | 19974 | X | ||||
| BARBARA RISSMAN | |||||||||
| Executive Director | 50.0 | 118905 | 0 | 10800 | X | ||||
| RHONDA D GLYMAN | |||||||||
| Executive Director | 50.0 | 110980 | 0 | 3499 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 506364 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2657033 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 301062 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BANK OF AMERICA | |||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | APPRAISAL/LEGAL SVCS | 371712 |
| MINTZ LEVIN | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02111 | LEGAL SERVICES | 148438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Independent Living monthly fees | 623000 | 13017368 | 13017368 |
| Assisted Living monthly fees | 623000 | 8810224 | 8810224 |
| Healthcare Center | 623000 | 17172133 | 17172133 |
| Earned Entrance Fees | 623000 | 3316936 | 3316936 |
| Culinary | 623000 | 423371 | 423371 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 569792 | TotalRevenueColumn |
| Related Or Exempt Function Income | 569792 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 43309824 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 836 | TotalRevenueColumn |
| Exclusion | $836 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104355 | TotalRevenueColumn |
| Exclusion | $104,355 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 81928 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 81928 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81928 | TotalRevenueColumn |
| Exclusion | $81,928 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43496943 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43309824 | RelatedOrExemptFunctionIncome |
| Exclusion | $187,119 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9086960 | Total |
| Program Services | 8204176 | ProgramServices |
| Management And General | 882784 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3053983 | Total |
| Program Services | 2640739 | ProgramServices |
| Management And General | 413244 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2612553 | Total |
| Management And General | 2612553 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23626 | Total |
| Management And General | 23626 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78875 | Total |
| Management And General | 78875 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1457556 | Total |
| Program Services | 1408817 | ProgramServices |
| Management And General | 48739 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206588 | Total |
| Program Services | 116307 | ProgramServices |
| Management And General | 90281 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545477 | Total |
| Management And General | 545477 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239081 | Total |
| Management And General | 239081 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177704 | Total |
| Program Services | 174455 | ProgramServices |
| Management And General | 3249 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8351 | Total |
| Program Services | 8202 | ProgramServices |
| Management And General | 149 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10010059 | Total |
| Program Services | 10010059 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20366707 | Total |
| Program Services | 18573536 | ProgramServices |
| Management And General | 1793171 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278522 | Total |
| Management And General | 278522 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Skilled Nursing Facility | 9824718 | 9824718 | 0 | |
| Food and Beverage cost | 1623016 | 1599479 | 23537 | |
| Shared Services Affiliate | 889453 | 889453 | ||
| Real Estate Taxes | 1416735 | 1416735 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61899964 | Total |
| Program Services | 53977223 | ProgramServices |
| Management And General | 7922741 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6687273 | BOY |
| EOY | 9624631 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40906620 | BOY |
| EOY | 22519395 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378821 | BOY |
| EOY | 363478 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47988 | BOY |
| EOY | 52373 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101983 | BOY |
| EOY | 57800 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 411755657 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 78376218 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350547711 | BOY |
| EOY | 333379440 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10813110 | BOY |
| EOY | 9514958 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409483506 | BOY |
| EOY | 375512075 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8798690 | BOY |
| EOY | 9079337 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279985000 | BOY |
| EOY | 261775000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639705 | BOY |
| EOY | 628631 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193031608 | BOY |
| EOY | 193299883 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482455003 | BOY |
| EOY | 464782851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -72971497 | BOY |
| EOY | -89270776 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -72971497 | BOY |
| EOY | -89270776 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409483506 | BOY |
| EOY | 375512075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -18403021 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2103742 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2691050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21622870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39592939 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41513071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43309824 | CurrentTaxYear |
| Total | 148729754 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2691050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21622870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39592939 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41513071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43309824 | CurrentTaxYear |
| Total | 148729754 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 148729754 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 281827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 873440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 836891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 807206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187119 | CurrentTaxYear |
| Total | 2986483 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 281827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 873440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 836891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 807206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187119 | CurrentTaxYear |
| Total | 2986483 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2972877 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22496310 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40429830 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42320277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43496943 | CurrentTaxYear |
| Total | 151716237 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98032 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01969 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03810 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18158924 | OtherCostOrOtherBasis |
| Book Value | 18158924 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216464438 | OtherCostOrOtherBasis |
| Depreciation | 22897537 | Depreciation |
| Book Value | 193566901 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 825860 | OtherCostOrOtherBasis |
| Depreciation | 77791 | Depreciation |
| Book Value | 748068 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91902598 | OtherCostOrOtherBasis |
| Depreciation | 25795571 | Depreciation |
| Book Value | 66107027 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84403837 | OtherCostOrOtherBasis |
| Depreciation | 29605319 | Depreciation |
| Book Value | 54798519 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 333379440 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Entrance Fees | $175,937,723 |
| Non-refundable entrance fees | $17,138,232 |
| Entrance fee deposits | $223,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 193299883 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 45600685 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2103742 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2103742 | RevenueNotRptdF990 |
| Revenue Subtotal | 43496943 | RevenueSubtotal |
| Total Revenue Per Form990 | 43496943 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 61899964 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 61899964 | ExpensesSubtotal |
| Total Expenses Per Form990 | 61899964 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48/ASC 740 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | NEWBRIDGE ON THE CHARLES' FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN 48/ASC 740. |
| ESCROW LIABILITY | SCHEDULE D, PART VI, LINE 2A | IN ACCORDANCE WITH MASSACHUSETTS LAW, LAST MONTH RENT DEPOSITS FOR THE ASSISTED LIVING RESIDENTS ARE HELD IN ESCROW. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEN FISHMAN | |||||||||||||
| CEO (retired 2/15/2013) | 0 | 459196 | 244651 | 0 | 151264 | 29391 | 3521 | 0 | 888023 | 0 | |||
| LOUIS J WOOLF | |||||||||||||
| President & CEO | 0 | 456206 | 8841 | 0 | 258 | 81303 | 20896 | 0 | 567503 | 0 | |||
| JAMES D HART | |||||||||||||
| CFO and Secretary | 0 | 285345 | 21420 | 0 | 138 | 4900 | 20640 | 0 | 332443 | 0 | |||
| ALESSANDRA DE VACA | |||||||||||||
| CAO (term 9/6/2013) | 0 | 215195 | 19523 | 0 | 90 | 4754 | 20896 | 0 | 260458 | 0 | |||
| MARY MOSCATO | |||||||||||||
| PRESIDENT, HSL HEALTH CARE SVC | 0 | 249682 | 0 | 172 | 19154 | 0 | 269008 | 0 | |||||
| STEPHEN COLWELL | |||||||||||||
| Executive Director | 153031 | 0 | 138 | 157213 | 0 | 2324 | 1720 | 0 | |||||
| FRANCIS X HINCKLEY | |||||||||||||
| CHIEF INFORMATION OFFICER | 0 | 209436 | 0 | 138 | 3724 | 20847 | 0 | 234145 | 0 | ||||
| KATELYN QUYNN | |||||||||||||
| VP, DEVELOPMENT | 0 | 335341 | 0 | 138 | 30336 | 2383 | 0 | 368198 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | Schedule J, Part I, Line 1A Len Fishman, Former CEO who left Hebrew Seniorlife in February 2013, received housing allowance provided by Hebrew Seniorlife. It is treated as a taxable item, reported as wages per his Form W-2. Any 2013 compensation prior to his retirement will be reported on next year's return. Mr. Fishman's other reportable compensation includes the following item with gross up: disability insurance premiums. After February 2013, Louis Woolf, current CEO, has been paid a similar housing allowance. Schedule J, Part I, line 3 Hebrew Rehabilitation Center relies upon HSL as the parent organization to establish 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 4A Alessandra De Vaca left the company voluntarily on 9/6/2013. No severance was given. Len Fishman retired on 2/15/2013. Any payments related to his retirement will be included in his calendar year 2013 compensation. Louis J. Woolf, President of HSL (and CEO as of February 2013), participated in a 457(f) supplemental retirement plan, that included $45,000 of employer contributions during the year. This amount is included in the Deferred Compensation section shown in Part VII. is included in the Deferred Compensation section shown in Part VII. Louis J. Woolf, President of HSL (and CEO as of February 2013), participated in a 457(f) supplemental retirement plan, that included $45,000 of employer contributions during the year. This amount is included in the Deferred Compensation section shown in Part VII. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS HEALTH & EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | 57583RTQ8 | CUSIPNumber |
| Date Issued | 2007-12-19 | DateIssued |
| Issue Price | 457075000 | IssuePrice |
| Description Of Purpose | SEE PART VI | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 463238677 | TotalProceeds |
| Amount In Reserve Fund | 17539186 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 6273654 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 439425837 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | true | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00210 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.00210 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| No Rebate Due | true | NoRebateDue |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 3. | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE OF BOND | Identifier |
| Return Reference | SCHEDULE K, PART I | ReturnReference |
| Explanation | DURING DECEMBER 2007, NEWBRIDGE ISSUED $457,075,000 OF TAX-EXEMPT BONDS TO PAY FOR PROJECT CONSTRUCTION AND OTHER PROJECT-RELATED COSTS. PROCEEDS OF THE TAX-EXEMPT BONDS WERE USED TO REPAY THE $75,000,000 LOAN FROM THE LENDERS, PAY FOR CERTAIN ISSUANCE COSTS, PAY FOR THE PORTION OF THE HSL DEVELOPMENT FEE WHICH WAS DUE, AND ESTABLISH CERTAIN FUNDS, INCLUDING THE PROJECT FUND AND THE DEBT SERVICE FUND. PROJECT FUND AND THE DEBT SERVICE FUND. PROJECT FUND AND THE DEBT SERVICE FUND. Rebate Calculation NewBridge On The Charles performed a rebate calculation on 2/18/2013. Written policies and procedures Schedule K, Part IV, Line 7 and Schedule K, Part V Hebrew SeniorLife (HSL), parent of Newbridge on the Charles, Inc., is in the process of updating its bond compliance policies to include procedures for maintaining compliance with the arbitrage requirements under Section 148 and the use of the voluntary closing agreement program if self-remediation is not available. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIELLE WEBBER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 44085 | AmountOfTransaction |
| Description Of Transaction | FY13 COMPENSATION ON HRC BOOKS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | DANIELLE WEBBER IS A HR ANALYST FOR HRC AND THE DAUGHTER OF JAY WEBBER. JAY WEBBER IS A DIRECTOR OF HSL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF NEGATIVE ASSETS | FORM 990, PART I, LINE 22 | AT SEPTEMBER 30, 2013, NEWBRIDGE ON THE CHARLES HAD A NEGATIVE ACCUMULATED NET ASSET BALANCE OF $(89,270,776). NEWBRIDGE ON THE CHARLES 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 9/30/13 NEWBRIDGE ON THE CHARLES HAD LIABILITIES ON ITS BALANCE SHEET OF $175,937,723 AND $17,138,232 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. MISSION STATEMENT FORM 990, PART III, LINE 1 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 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. DESCRIPTION OF PROGRAM SERVICES FORM 990, PART III, LINE 4A INDEPENDENT LIVING - WHEN MOVING TO NEWBRIDGE ON THE CHARLES, RESIDENTS ENJOY THE FREEDOM FROM HOME OWNERSHIP, THE CONVENIENCE OF SERVICES AND AMENITIES, 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 ACCOMMODATIONS 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. 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. INDEPENDENT LIVING 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 PERSON" AND INTEGRATING 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. |
| DESCRIPTION OF PROGRAM SERVICES | FORM 990, PART III, LINE 4B | 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 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 DESCRIPTION OF PROGRAM SERVICES FORM 990, PART III, LINE 4C 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 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 SHORTOR LONG-TERM CARE. THE PRIVATE ROOMS AND COMMON LIVING SPACES RESEMBLE 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. DESCRIPTION OF OTHER PROGRAM SERVICE EXPENSES & REVENUE FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICE REVENUE IS MADE UP OF INCOME FROM RESIDENTS AND THEIR GUESTS FOR VARIOUS SERVICES THAT NBOC PROVIDES (THE EXPENSES), INCLUDE CULINARY, TELECOMMUNICATIONS, MISCELLANEOUS, GUEST SUITES, PERSONAL CARE, AND ACTIVITY FEES. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 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. THE HEBREW SENIORLIFE BOARD ELECTS THE MEMBERS OF THE NEWBRIDGE BOARD OF DIRECTORS. NEWBRIDGE AND TO ITS OTHER AFFILIATES. THE HEBREW SENIORLIFE BOARD ELECTS THE MEMBERS OF THE NEWBRIDGE BOARD OF DIRECTORS. THE NEWBRIDGE BOARD OF DIRECTORS. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A THE HEBREW SENIORLIFE BOARD CHAIR APPOINTS THE MEMBERS OF THE NEWBRIDGE ON THE CHARLES, INC. BOARD OF DIRECTORS WITH THE ADVICE AND CONSENT OF THE HEBREW SENIORLIFE BOARD MEMBERS. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | DECISIONS INVOLVING MAJOR CHANGES IN ORGANIZATION, DEBT PLACEMENT, SALE OF ASSETS, ETC. ARE ALSO SUBJECT TO APPROVAL BY HEBREW SENIORLIFE'S BOARD. ULTIMATELY, GOVERNANCE OF THE CORPORATION RESTS WITH THE BOARD OF DIRECTORS OF THE COMPANY'S SOLE CORPORATE MEMBER, HEBREW SENIORLIFE, INC. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11 | 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. 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 AND ACCURATE RETURNS PRIOR TO THEIR FILING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12C | THE CONFLICTS OF INTEREST POLICY IS RIGOROUSLY MONITORED BY THE CONFLICTS REVIEW COMMITTEE OF THE BOARD OF DIRECTORS. THIS INVOLVES ANNUALLY MAILING A CONFLICTS DISCLOSURE FORM TO ALL MEMBERS OF THE BOARD OF DIRECTORS, BOARD COMMITTEES AND SENIOR MANAGEMENT. SPECIFIC RECOMMENDATIONS TO AVOID OR MITIGATE CONFLICTS INCLUDE ASSURING THAT THE MEMBER WOULD HAVE NO INFLUENCE ON A DECISION TO USE A PARTICULAR VENDOR, SUCH AS HEALTH INSURANCE OR BANKING RELATIONSHIPS, AND RECOMMENDATIONS FOR A COMPETITIVE BID PROCESS. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTION 15A & B | THE COMPENSATION COMMITTEE OF THE HEBREW SENIORLIFE BOARD, WITH THE ASSISTANCE OF INDEPENDENT, EXPERT CONSULTANTS, HAS REVIEWED THE CEO'S TOTAL COMPENSATION, THE PRESIDENT'S TOTAL COMPENSATION AND THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES AS WELL AS HIGHLY COMPENSATED (>$150,000) EMPLOYEES 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. ALL OF THESE COMMITTEE MEMBERS ARE INDEPENDENT DIRECTORS. DOCUMENTATION AND RECORDS OF COMPENSATION COMMITTEE MEETINGS ARE MAINTAINED WITH RESPECT TO DELIBERATIONS AND COMPENSATION DECISIONS. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|
| HEBREW SENIORLIFE INC | ||||||
| 900183119 | MGMT SERVICE | MA | 501(C)(3) | 7 | NA | false |
| HRCA SENIOR HOUSING INC | ||||||
| 042765428 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| CENTER COMMUNITIES OF BROOKLINE INC | ||||||
| 010569404 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| HRCA BROOKLINE HOUSING 112-120 CENTRE | ||||||
| 030372998 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| HRCA BROOKLINE HOUSING 1550 BEACON | ||||||
| 010569403 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| HRCA HOUSING FOR ELDERLY INC | ||||||
| 042543731 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| ORCHARD COVE INC | ||||||
| 223080006 | CONT. CARE | 501(C)(3) | 9 | HSL | true | |
| HRCA BROOKLINE HOUSING 108 CENTRE | ||||||
| 810612222 | ELDER HOUSING | 501(C)(3) | 9 | HSL | true | |
| HEBREW REHABILITATION CENTER | ||||||
| 042104298 | HOSPITAL | 501(C)(3) | 3 | HSL | true | |
| HEBREW SENIORLIFE HOSPICE CARE INC | ||||||
| 461309228 | Hospice servi | 501(C)(3) | 9 | HSL | true | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSL PAYROLL SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CENTRE STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042684823 | EIN |
| Primary Activity | PAYROLL SERVICES | PrimaryActivity |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C-CORP | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Hebrew SeniorLife Inc | ||
| m | 2461071 | Contract |
| Hebrew SeniorLife Inc | ||
| p | 918276 | actual |
| Hebrew SeniorLife Inc | ||
| p | 313164 | actual |
| Hebrew Rehabilitation Center | ||
| j | 7319822 | Contract |
| Hebrew Rehabilitation Center | ||
| m | 27594 | Contract |
| Hebrew Rehabilitation Center | ||
| q | 5186503 | actual |
| Hebrew Rehabilitation Center | ||
| p | 2219646 | actual |
| Hebrew Rehabilitation Center | ||
| s | 8742151 | actual |
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