2023-11-11T14:25:59-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 223102199 LEGACY LIFECARE INC LEGA 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 JENNIFER SANTERRE CFO 9784715100 2023-11-10 1 JENNIFER SANTERRE 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FKA CHELSEA JEWISH NORTH SHORE FOUNDATION INC ADAM BERMAN 240 LYNNFIELD STREET PEABODY MA 01960 0 0 X WWW.LEGACYLIFECARE.ORG X 1991 MA TO PROVIDE SUPPORT TO MISSION-DRIVEN NURSING HOME, ASSISTED LIVING, INDEPENDENT LIVING AND HOME & COMMUNITY-BASED CARE PROVIDERS. 7 4 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TO PROVIDE SUPPORT TO MISSION-DRIVEN NURSING HOME, ASSISTED LIVING, INDEPENDENT LIVING AND HOME & COMMUNITY-BASED CARE PROVIDERS. 0 0 0 0 0 TO PROVIDE SUPPORT TO MISSION-DRIVEN NURSING HOME, ASSISTED LIVING, INDEPENDENT LIVING AND HOME & COMMUNITY-BASED CARE PROVIDERS. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 BARRY BERMAN TREASURER 1.00 39.00 X X 0 710834 34696 ADAM BERMAN PRESIDENT AND CEO 1.00 39.00 X X 0 437435 38700 ELIZABETH MULLEN COO AND CLERK 1.00 39.00 X 0 254480 22345 JENNIFER SANTERRE CFO 1.00 39.00 X 0 180450 19098 RONILO ANGLO CHIEF CLINICAL OFFICER 1.00 39.00 X 0 243790 34290 KAREN PETRUCCELLI VP OF CLINICAL QUALITY IMP 1.00 39.00 X 0 202188 20595 THERESA HALLIDAY-BURRI CHIEF BUSINESS DEVELOPMENT 1.00 39.00 X 0 190248 5726 KATHERINE SANTOS VP OF STRATEGY & OPERATION 1.00 39.00 X 0 189802 16017 AMY SANDERS DIRECTOR OF MARKETING 1.00 39.00 X 0 182633 4623 GILDA RICHMAN DIRECTOR 1.00 39.00 X 0 76137 5927 SUSAN GOLDSMITH DIRECTOR 1.00 7.00 X 0 0 0 STUART ANFANG DIRECTOR 1.00 7.00 X 0 0 0 GENEVIEVE MACLELLAN DIRECTOR 1.00 12.00 X 0 0 0 HANS P BIRLE DIRECTOR 1.00 2.00 X 0 0 0 0 2667997 202017 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 X 0 0 0 X X X 14 CHELSEA JEWISH LIFECARE INC 510141617 7 0 0 0 CHELSEA JEWISH COMMUNITY INC 271756594 10 0 0 0 CHELSEA JEWISH GREEN HOUSE INC 043326727 10 0 0 0 CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC 043274643 10 0 0 0 JEWISH REHABILITATION CENTER FOR AGED OF THE NORTH SHORE INC 042106768 10 0 0 0 CHELSEA JEWISH NURSING HOME INC 042200583 10 0 0 0 ADMIRALS HILL ASSISTED LIVING CORP II 043538833 10 0 0 0 JGS LIFECARE CORPORATION 042129128 7 0 0 0 JGS ADMINISTRATIVE SERVICES INC 043295014 10 0 0 0 JEWISH NURSING HOME OF WESTERN MA INC 043138403 10 0 0 0 JGS HOUSING SERVICES INC 043321157 10 0 0 0 SPECTRUM HOME HEALTH & HOSPICE CARE INC 043237982 10 0 0 0 SPECTRUM HOME CARE INC 043399549 10 0 0 0 DEUTSCHES ALTENHEIM INC 042104144 10 0 0 0 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PAGE 4, SECTION A, LINE 1: THE ORGANIZATION SUPPORTS ITS TAX EXEMPT SUBSIDIARIES CHELSEA JEWISH LIFECARE, INC. (EIN: 51-0141617) AND DEUTSCHES ALTENHEIM, INC. (EIN: 04-2104144), AS WELL AS MULTIPLE SUBSIDIARIES OF CHELSEA JEWISH LIFECARE, INC. X X X 0 0 0 0 0 0 0 0 0 BARRY BERMAN TREASURER 0 684007 0 0 0 26827 0 0 0 34696 0 745530 0 0 ADAM BERMAN PRESIDENT AND CEO 0 421850 0 0 0 15585 0 0 0 38700 0 476135 0 0 ELIZABETH MULLEN COO AND CLERK 0 254480 0 0 0 0 0 0 0 22345 0 276825 0 0 JENNIFER SANTERRE CFO 0 180450 0 0 0 0 0 0 0 19098 0 199548 0 0 RONILO ANGLO CHIEF CLINICAL OFFICER 0 243790 0 0 0 0 0 0 0 34290 0 278080 0 0 KAREN PETRUCCELLI VP OF CLINICAL QUALITY IMP 0 202188 0 0 0 0 0 0 0 20595 0 222783 0 0 THERESA HALLIDAY-BURRI CHIEF BUSINESS DEVELOPMENT 0 190248 0 0 0 0 0 0 0 5726 0 195974 0 0 KATHERINE SANTOS VP OF STRATEGY & OPERATION 0 189802 0 0 0 0 0 0 0 16017 0 205819 0 0 AMY SANDERS DIRECTOR OF MARKETING 0 182633 0 0 0 0 0 0 0 4623 0 187256 0 0 PART I, LINE 3 THE CEO IS PAID FROM A RELATED ORGANIZATION. PRIOR TO MAJOR SALARY ADJUSTMENTS FOR THE CEO, THE ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE ARRANGES FOR A SALARY STUDY TO BE PERFORMED. THE STUDY INCLUDES THE EXECUTIVE SALARIES OF COMPARABLY-SIZED COMPANIES IN THE INDUSTRY. THE BOARD OF DIRECTORS THEN CONSIDERS THE FINDINGS OF THE STUDY IN SETTING THE CEO'S COMPENSATION. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. SOME OFFICERS AND KEY EMPLOYEES ARE PAID FROM A RELATED ORGANIZATION. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED THROUGH THE USE OF SALARY STUDIES OR OTHER DATA AND ADJUSTED BASED ON THE EMPLOYEE'S YEARS OF EXPERIENCE AND RESPONSIBILITIES BY A RELATED ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE AND THE ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION A, LINE 2 ADAM BERMAN, PRESIDENT AND CEO, AND BARRY BERMAN, TREASURER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S COMPLETE FORM 990 IS REVIEWED BY THE TOP MANAGEMENT PRIOR TO FILING WITH THE IRS. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE INSTRUCTED TO INFORM THE REST OF THE BOARD IF ANY CONFLICT OF INTEREST EXISTS PERTAINING TO THEIR MEMBERSHIP ON THE BOARD. ANY POTENTIAL CONFLICT OF INTEREST IS THEN DISCUSSED AND ASSESSED BY THE REMAINING BOARD MEMBERS. IF A CONFLICT EXISTS, IT MUST BE DISCLOSED AND HELD TO A HIGHER LEVEL OF SCRUTINY IN ORDER TO VERIFY THAT ALL TRANSACTIONS ARE AT ARMS-LENGTH. ANY BOARD MEMBER DEEMED TO HAVE A CONFLICT OF INTEREST WILL ABSTAIN FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR OVERSEEING THAT THE CONFLICT OF INTEREST PROCESS TAKES PLACE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS PAID FROM A RELATED ORGANIZATION. PRIOR TO MAJOR SALARY ADJUSTMENTS FOR THE CEO, THE ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE ARRANGES FOR A SALARY STUDY TO BE PERFORMED. THE STUDY INCLUDES THE EXECUTIVE SALARIES OF COMPARABLY-SIZED COMPANIES IN THE INDUSTRY. THE BOARD OF DIRECTORS THEN CONSIDERS THE FINDINGS OF THE STUDY IN SETTING THE CEO'S COMPENSATION. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION B, LINE 15B: OFFICERS AND KEY EMPLOYEES ARE PAID FROM A RELATED ORGANIZATION. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED THROUGH THE USE OF SALARY STUDIES OR OTHER DATA AND ADJUSTED BASED ON THE EMPLOYEE'S YEARS OF EXPERIENCE AND RESPONSIBILITIES BY A RELATED ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE AND THE ORGANIZATION'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. 2022 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHELSEA JEWISH LIFECARE INC 165 CAPTAINS ROW CHELSEA MA 02150 510141617 MANAGEMENT MA 501(C)(3) LINE 7 LEGACY LIFECARE INC 1 CHELSEA JEWISH COMMUNITY INC 165 CAPTAINS ROW CHELSEA MA 02150 271756594 HOMECARE & HOSPICE MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH CHARITABLE FOUNDATION INC 240 LYNNFIELD STREET PEABODY MA 01960 261244471 FUNDRAISING & SUPPORT MA 501(C)(3) LINE 12B, II CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH GREEN HOUSE INC 165 CAPTAINS ROW CHELSEA MA 02150 043326727 ASSISTED LIVING & NURSING HOME MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC 240 LYNNFIELD STREET PEABODY MA 01960 043274643 ASSISTED LIVING MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 CHELSEA JEWISH NURSING HOME INC 17 LAFAYETTE AVENUE CHELSEA MA 02150 042200583 NURSING HOME MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 JEWISH REHABILITATION CENTER FOR AGED OF THE NORTH SHORE INC 240 LYNNFIELD STREET PEABODY MA 01960 042106768 SKILLED NURSING & ADH MA 501(C)(3) LINE 10 CHELSEA JEWISH LIFECARE INC 1 ADMIRAL'S HILL ASSISTED LIVING CORP II 165 CAPTAINS ROW CHELSEA MA 02150 043538833 ASSISTED LIVING MA 501(C)(3) PF CHELSEA JEWISH LIFECARE INC 1 JGS LIFECARE CORPORATION 770 CONVERSE STREET LONGMEADOW MA 01106 042129128 GERIATRIC/NURSING PROVIDER MA 501(C)(3) LINE 7 CHELSEA JEWISH LIFECARE INC 1 JGS ADMINISTRATIVE SERVICES 770 CONVERSE STREET LONGMEADOW MA 01106 043295014 ADMIN SUPPORT TO JEWISH GERIATRIC SERVICES MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 1 JEWISH NURSING HOME OF WESTERN MA INC 770 CONVERSE STREET LONGMEADOW MA 01106 043138403 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 1 JGS HOUSING SERVICES INC 770 CONVERSE STREET LONGMEADOW MA 01106 043321157 ASSISTED LIVING MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 1 SPECTRUM HOME HEALTH & HOSPICE 770 CONVERSE STREET LONGMEADOW MA 01106 043237982 HOME HEALTH & HOSPICE CARE MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 1 SPECTRUM HOME CARE INC 770 CONVERSE STREET LONGMEADOW MA 01106 043399549 NON-CERTIFIED HOME HEALTH AGENCY MA 501(C)(3) LINE 10 JGS LIFECARE CORPORATION 1 DEUTSCHES ALTENHEIM INC 2222 CENTRE STREET WEST ROXBURY MA 02132 042104144 SKILLED NURSING & ADH & AL MA 501(C)(3) LINE 10 LEGACY LIFECARE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0