2014-08-05T21:08:00-05:00 2013-09-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2012-10-01 383707573 Newbridge on the Charles Inc % MICHAEL HEFRON NEWB 6173258000 1200 Centre Street Suite Boston MA 02131 JAMES D HART 2014-08-01 3176817440 2012 2015-11-30 17:44:51Z Louis J WoolfPresident CEO 1200 CENTRE STREET BOSTON MA 02131 43496943 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 WITH THE SAFETY, SECURITY AND HEALTHCARE OPTIONS 4 2 424 85 0 0 0 41513070 43309824 739391 105191 67814 81928 42320275 43496943 0 0 0 0 11887509 12140943 0 0 0 51208903 49759021 63096412 61899964 -20776137 -18403021 409483506 375512075 482455003 464782851 -72971497 -89270776 X SEE SCHEDULE O false false 26665804 16334304 SEE SCHEDULE O 8409164 8810224 SEE SCHEDULE O 17868861 17172133 SEE SCHEDULE O 1033394 993162 53977223 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 true false false false false false false true false true false false true X 59 0 true 424 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 true true false MA X MICHAEL HEFRON 7814349081 5000 GREAT MEADOW ROAD DEDHAM MA 02026 JENNIFER SILVER 1.0 3.5 X X 0 0 JAY L WEBBER 1.0 3.5 X X 0 0 LEN FISHMAN 14.0 36.0 X X 0 855111 32912 LOUIS J WOOLF 14.0 36.0 X X 0 465304 102199 JAMES D HART 14.0 36.0 X X 0 306903 25540 ALESSANDRA DE VACA 5.0 45.0 X 0 234808 25650 FRANCIS X HINCKLEY 14.0 36.0 X 0 209574 24571 MARY MOSCATO 10.0 40.0 X 0 249854 19154 KATELYN QUYNN 3.0 47.0 X 0 335479 32719 STEPHEN COLWELL 50.0 X 153169 0 4044 MICHAEL HEFRON 50.0 X 123310 0 19974 BARBARA RISSMAN 50.0 X 118905 0 10800 RHONDA D GLYMAN 50.0 X 110980 0 3499 506364 2657033 301062 8 false true false BANK OF AMERICA 100 FEDERAL STREET BOSTON MA 02110 APPRAISAL/LEGAL SVCS 371712 MINTZ LEVIN ONE FINANCIAL CENTER BOSTON MA 02111 LEGAL SERVICES 148438 2 0 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 569792 569792 43309824 836 836 104355 104355 0 81928 81928 0 81928 81928 0 0 0 0 0 43496943 43309824 187119 0 0 0 0 0 0 9086960 8204176 882784 0 3053983 2640739 413244 0 2612553 2612553 23626 23626 78875 78875 0 0 0 1457556 1408817 48739 0 206588 116307 90281 545477 545477 0 239081 239081 177704 174455 3249 0 8351 8202 149 10010059 10010059 0 20366707 18573536 1793171 278522 278522 Skilled Nursing Facility 9824718 9824718 0 Food and Beverage cost 1623016 1599479 23537 Shared Services Affiliate 889453 889453 Real Estate Taxes 1416735 1416735 61899964 53977223 7922741 0 6687273 9624631 40906620 22519395 0 0 378821 363478 0 0 0 0 0 0 47988 52373 101983 57800 411755657 78376218 350547711 333379440 0 0 0 0 0 0 0 0 10813110 9514958 409483506 375512075 8798690 9079337 0 0 0 0 279985000 261775000 639705 628631 0 0 0 0 0 0 193031608 193299883 482455003 464782851 X -72971497 -89270776 0 0 0 0 -72971497 -89270776 409483506 375512075 -18403021 2103742 X false true X true false X 0 0 0 0 0 0 2691050 21622870 39592939 41513071 43309824 148729754 0 0 0 2691050 21622870 39592939 41513071 43309824 148729754 0 0 0 148729754 281827 873440 836891 807206 187119 2986483 0 281827 873440 836891 807206 187119 2986483 0 0 2972877 22496310 40429830 42320277 43496943 151716237 0.98032 0.96960 0.01969 0.03810 X false true X 18158924 18158924 216464438 22897537 193566901 825860 77791 748068 91902598 25795571 66107027 84403837 29605319 54798519 333379440 0 Refundable Entrance Fees 175937723 Non-refundable entrance fees 17138232 Entrance fee deposits 223928 193299883 45600685 2103742 2103742 43496943 43496943 61899964 61899964 61899964 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. false true false false false false false false false LEN FISHMAN 0 459196 244651 0 151264 29391 3521 0 888023 0 LOUIS J WOOLF 0 456206 8841 0 258 81303 20896 0 567503 0 JAMES D HART 0 285345 21420 0 138 4900 20640 0 332443 0 ALESSANDRA DE VACA 0 215195 19523 0 90 4754 20896 0 260458 0 MARY MOSCATO 0 249682 0 172 19154 0 269008 0 STEPHEN COLWELL 153031 0 138 2324 1720 157213 0 0 FRANCIS X HINCKLEY 0 209436 0 138 3724 20847 0 234145 0 KATELYN QUYNN 0 335341 0 138 30336 2383 0 368198 Supplemental Compensation Information 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. A MASS HEALTH & EDUCATION FACILITIES AUTHORITY 042456011 57583RTQ8 2007-12-19 457075000 SEE PART VI false false false A 0 0 463238677 17539186 0 0 6273654 0 0 439425837 0 0 2009 false false true true A false true true false false true 0.00210 0.00210 false false false true A false true true true BANK OF AMERICA 3. false false false 0 false false A false PURPOSE OF BOND SCHEDULE K, PART I 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. DANIELLE WEBBER SEE PART V 44085 FY13 COMPENSATION ON HRC BOOKS false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV DANIELLE WEBBER IS A HR ANALYST FOR HRC AND THE DAUGHTER OF JAY WEBBER. JAY WEBBER IS A DIRECTOR OF HSL. 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. 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 HSL PAYROLL SERVICES INC 100 CENTRE STREET BROOKLINE MA 02446 042684823 PAYROLL SERVICES NA C-CORP false false false false false false false false false true false false true false false true true false true 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