2025-08-06T07:53:39+00:00 2024-09-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-10-01 010569403 HRCA Brookline Housing 1550 Beacon Plaza Inc HRCA 6173258000 1200 Centre Street Boston MA 02131 Louis J Woolf President & CEO 2025-08-06 true true Amy Bibby P00445891 8282542254 2025-08-06 2023 2025-03-06 01:10:19Z Mark & Diane Goldman Family Residences Louis J Woolf President & CEO 1200 Centre Street Boston MA 02131 6012216 false X www.hebrewseniorlife.org X 2001 MA See Schedule O. 4 2 0 2 0 0 117001 72677 5441208 5780018 52790 154953 544 -5483 5611543 6002165 0 0 0 0 946248 939702 0 0 0 3473081 3805252 4419329 4744954 1192214 1257211 19089371 19893507 26344633 25891159 -7255262 -5997652 To operate affordable, supportive residential housing for low-income seniors in an atmosphere that supports individuality and respect, fosters active and energetic lifestyles, encourages independence and self-fulfillment, and values volunteerism and participation. false false 3805269 5774535 LOCATED IN THE HEART OF ONE OF THE COUNTRY'S MOST SENIORFRIENDLY CITIES, HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. (DBA THE DIANE AND MARK GOLDMAN FAMILY RESIDENCES) OFFERS 175 SENIOR APARTMENTS (60 PERCENT ARE SUBSIDIZED AND 40 PERCENT RENT AT MARKETRATE). THE COMMUNITY OFFERS A WIDE RANGE OF PROGRAMS, AMENITIES, AND SUPPORT SERVICES. THIS INCLUDES A HARVARD MEDICAL SCHOOL AFFILIATED MEDICAL PRACTICE, FITNESS CENTER, TRANSPORTATION, SOCIAL WORKERS, AND MUCH MORE. ALL APARTMENTS INCLUDE 24HOUR LIVEIN MAINTENANCE STAFF AND EXPANSIVE VIEWS OF BOSTON'S SKYLINE. IN ADDITION, THE HOUSING COMPLEX IS LOCATED IN COOLIDGE CORNER WITH EASY ACCESS TO NEARBY SHOPPING CENTERS, RESTAURANTS, AND PUBLIC TRANSPORTATION. 3805269 true false false false false false false true false true false false true true false true true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 4 2 false false false false true true true true true false false true true true true true true false true false MA X Masano Murata 6173638043 1200 Centre Street Boston MA 02131 JAMES D HART SECRETARY & CHIEF FIN. OFFICER 1.0 49.0 X X 0 497767 82599 LOUIS J WOOLF PRESIDENT AND CEO (THRU 7/2023, RETURNED 5/2024 TO CURRENT) 0.5 49.5 X X 0 1026499 84903 MARSHA COHEN TREASURER 0.1 3.1 X X 0 0 0 MELISSA BAYER TEARNEY BOARD CHAIR (THRU 9/30/23) 0.1 3.1 X X 0 0 0 RICHARD J HENKEN CHAIR ELECT (EFFECTIVE 10/1/23) 0.1 3.1 X X 0 0 0 STEVEN LANDERS PRESIDENT AND CEO (7/2023 - 5/2024) 0.5 49.5 X X 0 838172 39841 ERIC ROGERS CHIEF INFORMATION OFFICER 0.5 49.5 X 0 351134 87189 JAMES BROWN EXECUTIVE DIRECTOR OF CCB 15.0 35.0 X 0 193792 30657 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 0.5 49.5 X 0 380581 59137 KATHYRN W TASKER CHIEF SPONSORED AWARDS OFFICER 1.0 49.0 X 0 277830 84279 KIMBERLY J BROOKS CHIEF OP. OFFICER, SEN LIVING 5.0 45.0 X 0 375200 71184 LEWIS LIPSITZ MD DIR, HMIFAR & CHIEF ACAD. OFF 1.0 49.0 X 0 415592 93718 LINDA THOMPSON CHIEF PEOPLE OFFICER 0.5 49.5 X 0 355082 77367 MANDEL I ERNEST MD CHIEF MEDICAL OFFICER 0.5 49.5 X 0 373832 63347 RACHEL LERNER ESQUIRE GEN. CNSL. & CHIEF COMP. OFF 0.5 49.5 X 0 391081 74001 SARAH L SYKORA CHIEF COMM. & PLAN OFFICER 0.5 49.5 X 0 309804 71659 TAMMY B RETALIC MS RN CHIEF NURSING OFF. & VP PCS 1.0 50.0 X 0 296335 80270 DAMIAN ISCHOP ASSISTANT DIRECTOR OF MAINTENANCE 15.0 35.0 X 0 74733 20956 JAMES DORMADY DIRECTOR OF FACILITIES 15.0 35.0 X 0 123303 27775 JILL MACDONALD ASSOCIATE EXECUTIVE DIRECTOR, CCB 15.0 35.0 X 0 108095 19246 MASANO MURATA DIRECTOR OF FINANCE 15.0 35.0 X 0 145554 19726 SOPHIA F SMITH DIRECTOR OF SUPPORTIVE HOUSING COMP & OCCUPAN 15.0 35.0 X 0 115063 45647 MARY MOSCATO FACHE PRESIDENT, HSL HC SVCS. & HRC 1.0 49.0 X 0 717746 47510 0 7367195 1181011 0 true true false Guardian Energy Management Solutions 420 Northboro Road Central Marlborough MA 01752 Energy Conservation 169043 1 72677 72677 Rental Revenue 623000 5733203 5733203 Laundry / Vending Revenue 812300 37507 37507 Meals Revenue 624200 9308 9308 0 0 0 0 5780018 154953 154953 0 0 0 0 4568 10051 -5483 -5483 0 0 0 0 0 6002165 5774535 0 154953 765449 499736 265713 114206 73913 40293 60047 36831 23216 286660 286660 8247 8247 27688 27688 9371 0 9371 0 72484 72484 43813 43813 16766 16766 912491 912491 5966 5966 807580 763331 44249 1238042 1170208 67834 238279 220785 17494 Tenant Services 64913 64913 Apartment Maintenance 37866 37866 Human Resource Expenses 15857 15857 All Other Expenses 10014 10014 9215 9215 0 0 4744954 3805269 939685 0 815793 2100206 38298 38384 69859 19768 0 0 0 0 25996 32095 27623882 14445776 13733599 13178106 2011738 2100055 0 0 7000 7000 2387088 2417893 19089371 19893507 277221 314002 33282 226169 242980 0 0 25187351 24656362 653892 644533 26344633 25891159 X -7255262 -5997652 -7255262 -5997652 19089371 19893507 1257211 399 0 X false true X true false X 5318 2233 50621 117001 72677 247850 4222280 4646137 4781774 5441208 5780018 24871417 0 0 0 4227598 4648370 4832395 5558209 5852695 25119267 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25119267 11527 1431 4725 52790 154953 225426 0 11527 1431 4725 52790 154953 225426 0 2958 3022 2621 5550 4568 18719 4242083 4652823 4839741 5616549 6012216 25363412 0.9904 0.9951 0.01 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GIFT SHOP INCOME, COLUMN A - 2958.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 2958.0; DESCRIPTION - COFFEE SHOP REVENUE, COLUMN A - , COLUMN B - 3022.0, COLUMN C - 2621.0, COLUMN D - 5550.0, COLUMN E - 4568.0, COLUMN F - 15761.0; 1921838 1921838 24178917 13818913 10360004 1523127 626863 896264 13178106 Replacement Reserve 748733 Escrow Deposits 1026920 Security Deposits 246028 Deferred Financing Cost (Net) 396212 2417893 Due To Affiliates 86455 Retirement Obligation Liability 558078 644533 5939539 0 0 5939539 62626 62626 6002165 4744954 0 0 4744954 0 0 4744954 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Contribution Revenue - 72677 COGS - -10051 true false false false false false false false false JAMES D HART SECRETARY & CHIEF FIN. OFFICER 0 373170 0 123806 0 791 0 5800 0 76799 0 580366 0 0 STEVEN LANDERS PRESIDENT AND CEO (7/2023 - 5/2024) 0 432801 0 405333 0 38 0 0 0 39841 0 878013 0 0 LOUIS J WOOLF PRESIDENT AND CEO (THRU 7/2023, RETURNED 5/2024 TO CURRENT) 0 515106 0 511393 0 0 0 5800 0 79103 0 1111402 0 0 MARY MOSCATO FACHE PRESIDENT, HSL HC SVCS. & HRC 0 491930 0 225816 0 0 0 5800 0 41710 0 765256 0 0 KIMBERLY J BROOKS CHIEF OP. OFFICER, SEN LIVING 0 325057 0 50000 0 143 0 5800 0 65384 0 446384 0 0 JAMES BROWN EXECUTIVE DIRECTOR OF CCB 0 162725 0 30970 0 97 0 3934 0 26723 0 224449 0 0 MANDEL I ERNEST MD CHIEF MEDICAL OFFICER 0 373832 0 0 0 0 0 5800 0 57547 0 437179 0 0 RACHEL LERNER ESQUIRE GEN. CNSL. & CHIEF COMP. OFF 0 273984 0 117032 0 65 0 5800 0 68201 0 465082 0 0 LEWIS LIPSITZ MD DIR, HMIFAR & CHIEF ACAD. OFF 0 378077 0 37515 0 0 0 5800 0 87918 0 509310 0 0 KATELYN QUYNN CHIEF DEV OFF & VP BOARD REL 0 380170 0 0 0 411 0 5800 0 53337 0 439718 0 0 TAMMY B RETALIC MS RN CHIEF NURSING OFF. & VP PCS 0 296067 0 0 0 268 0 5095 0 75175 0 376605 0 0 ERIC ROGERS CHIEF INFORMATION OFFICER 0 284248 0 66737 0 149 0 5800 0 81389 0 438323 0 0 SARAH L SYKORA CHIEF COMM. & PLAN OFFICER 0 251220 0 58494 0 90 0 4128 0 67531 0 381463 0 0 KATHYRN W TASKER CHIEF SPONSORED AWARDS OFFICER 0 235771 0 41916 0 143 0 5767 0 78512 0 362109 0 0 LINDA THOMPSON CHIEF PEOPLE OFFICER 0 287555 0 67100 0 427 0 5800 0 71567 0 432449 0 0 JAMES DORMADY DIRECTOR OF FACILITIES 0 113303 0 10000 0 0 0 2514 0 25261 0 151078 0 0 MASANO MURATA DIRECTOR OF FINANCE 0 142992 0 2500 0 62 0 0 0 19726 0 165280 0 0 SOPHIA F SMITH DIRECTOR OF SUPPORTIVE HOUSING COMP & OCCUPAN 0 109966 0 5000 0 97 0 1228 0 44419 0 160710 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Hebrew Seniorlife, Inc. (HSL), the parent organization, establishes compensation of the organization's president/CEO and CFO. HSL utilizes the following in establishing such compensation: compensation committee written employment contract independent compensation consultant compensation survey or study approval by the board or compensation committee Schedule J, Part I, Line 4a Severance or change-of-control payment Mary Moscato received a severance payment of $96,566 from Hebrew Rehabilitation Center. This payment was treated as taxable wages and included in her calendar year 2023 form W-2. Form 990, Part VI, Line 6 Classes of members or stockholders HSL IS THE SOLE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE HSL BOARD CHAIR APPOINTS THE MEMBERS OF THE HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. BOARD OF DIRECTORS WITH THE ADVICE AND CONSENT OF THE HSL BOARD MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL AND TYPE OF VOTING RIGHTS DECISIONS INVOLVING MAJOR CHANGES IN ORGANIZATION, DEBT PLACEMENT, SALE OF ASSETS, ETC. ARE ALSO SUBJECT TO APPROVAL BY HSL'S BOARD. ULTIMATELY, GOVERNANCE OF THE CORPORATION RESTS WITH THE BOARD OF DIRECTORS OF THE COMPANY'S SOLE CORPORATE MEMBER, HSL. Form 990, Part VI, Line 11b Review of form 990 by governing body Preparation of the Form 990 begins internally with HSL staff and Forvis Mazars preparing the form with information from HSL staff and the HSL audit. All forms 990 and 990-T of the affiliates of HSL (HSL is the sole corporate member of each affiliate) will be reviewed prior to filing by the audit & compliance committee of HSL. 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 five days time in which to view the full returns prior to their filing. Form 990, Part VI, Line 12c Conflict of interest policy PROCESS USED TO CONSISTENTLY AND REGULARLY MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY THE BOARD OF HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. VOTED TO ADOPT THE HSL CONFLICT OF INTEREST POLICY. MONITORING AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS: INDIVIDUALS COVERED UNDER THE CONFLICT OF INTEREST POLICY HAVE AN AFFIRMATIVE DUTY TO DISCLOSE THE EXISTENCE OR POSSIBILITY OF A CONFLICT OF INTEREST AND SHALL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE HSL CONFLICTS COMMITTEE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY PROVIDES THAT ANNUALLY, EACH COVERED PERSON SHALL SIGN A STATEMENT AFFIRMING THAT SUCH PERSON RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. THE SIGNED STATEMENT AFFIRMS THAT THE PERSON UNDERSTANDS HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAXEXEMPT STATUS, HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAXEXEMPT PURPOSES. WHO IS COVERED: THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, PERSONS SERVING IN SENIOR STAFF POSITIONS OUTLINED IN AN EXHIBIT ATTACHED TO THE CONFLICT OF INTEREST POLICY, AND ANY OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF ANY OF THE ORGANIZATION OR ANY OF ITS AFFILIATES. LEVEL AT WHICH DETERMINATIONS OF CONFLICT ARE MADE AND WHICH ACTUAL CONFLICTS ARE REVIEWED: THE HSL CONFLICTS COMMITTEE IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS AND EVALUATING WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A TRANSACTION THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE CONFLICTS COMMITTEE REPORTS ITS FINDINGS TO THE BOARD OF DIRECTORS WHO ARE RESPONSIBLE FOR MAKING A FINAL DETERMINATION ON THE CONFLICT. RESTRICTIONS ON CONFLICTED PERSONS: ALL COVERED PERSONS ARE RESTRICTED FROM ENTERING INTO A TRANSACTION WITHOUT DISCLOSING THE ACTUAL OR POTENTIAL CONFLICT TO THE HSL CONFLICT COMMITTEE AND OBTAINING APPROVAL OF THE BOARD OF DIRECTORS. COVERED PERSONS WITH A CONFLICT MUST LEAVE THE ROOM WHEN TRANSACTIONS GIVING RISE TO THE CONFLICT ARE UNDER DISCUSSION BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION COMMITTEE OF THE HEBREW SENIORLIFE BOARD, WITH THE ASSISTANCE OF DATA PROVIDED BY AN INDEPENDENT, EXPERT CONSULTANTS, HAS REVIEWED THE PRESIDENT/CEO'S TOTAL COMPENSATION AND THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES AS WELL AS HIGHLY COMPENSATED EMPLOYEES (>$150,000) OF HSL AND ITS AFFILIATES. THE FULL HSL BOARD FURTHER REVIEWED AND APPROVED THE COMPENSATION OF THE HIGHLY COMPENSATED EMPLOYEES OF HSL AND ITS AFFILIATES. THE REVIEW AND APPROVAL PROCEDURES OUTLINED ABOVE WERE LAST COMPLETED IN 2018. ADDITIONALLY, THE ORGANIZATION COMPLETED A WALK THROUGH OF SENIOR LEADERSHIP COMPENSATION WITH AN INDEPENDENT, EXPERT CONSULTANT DURING 2019. ALL OF THESE COMMITTEE MEMBERS ARE INDEPENDENT DIRECTORS. INDEPENDENT CONSULTANTS WERE HIRED BY THE COMPENSATION COMMITTEE AND ASSISTED WITH THE COMPENSATION REVIEW. DOCUMENTATION AND RECORDS OF COMPENSATION COMMITTEE MEETINGS ARE MAINTAINED WITH RESPECT TO DELIBERATIONS AND COMPENSATION DECISIONS. Form 990, Part VI, Line 19 Required documents available to the public AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF interest POLICY, AND FINANCIAL STATEMENTS TO GENERAL PUBLIC THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE AT WWW.GUIDESTAR.ORG. 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 STREET, BOSTON, MA 02131 OR BY TELEPHONE AND EMAIL. Form 990, Pat I, Line 1 Organization's Mission TO OPERATE AFFORDABLE, SUPPORTIVE RESIDENTIAL HOUSING FOR LOWINCOME SENIORS IN AN ATMOSPHERE THAT SUPPORTS INDIVIDUALITY AND RESPECT, FOSTERS ACTIVE AND ENERGETIC LIFESTYLES, ENCOURAGES INDEPENDENCE AND SELFFULFILLMENT, AND VALUES VOLUNTEERISM AND PARTICIPATION. Hebrew Seniorlife Hospice Care Inc 1200 Centre Street Boston MA 02131 461309228 Elder Housing MA 501(c)(3) 10 HSL true Newbridge on The Charles Inc 1200 Centre Street Boston MA 02131 383707573 Elder Housing MA 501(c)(3) 10 HSL true Orchard Cove Inc One Del Pond Drive Canton MA 02021 223080006 Cont. Car MA 501(c)(3) 10 HSL true HRCA Senior Housing Inc 1200 Centre Street Boston MA 02131 042765428 Elder Housing MA 501(c)(3) 10 HSL true CTR Communities of Brookline Inc 1200 Centre Street Boston MA 02131 010569404 Elder Housing MA 501(c)(3) 10 HSL true HRCA Brookline Housing 112-120 Centre Court Inc 1200 Centre Street Boston MA 02131 030372998 Elder Housing MA 501(c)(3) 10 HSL true HRCA Housing for Elderly Inc 1200 Centre Street Boston MA 02131 042543731 Elder Housing MA 501(c)(3) 10 HSL true HRCA Brookline Housing 108 Centre 1200 Centre Street Boston MA 02131 810612222 Elder Housing MA 501(c)(3) Type II HSL true Hebrew Seniorlife Inc 1200 Centre Street Boston MA 02131 900183119 Mgmt Services MA 501(c)(3) 7 NA false Hebrew Seniorlife Affiliated Medical Group 1200 Centre Street Boston MA 02131 823654673 Physician Svc MA 501(c)(3) 10 HSL true Hebrew Rehabilitation Center 1200 Centre Street Boston MA 02131 042104298 Hospital MA 501(c)(3) 3 HSL true Hebrew Seniorlife Solutions Inc 1200 Centre Street Roslindale MA 02131 934963180 Elder Housing MA 501(c)(3) 10 HSL true CCN Cohen 112 Centre MM LLC 1200 Centre St Boston MA 02131 821763395 Elder Housing MA NA N/A 0 0 false 0 false 0 HSL Firemen Operating LP 640 N Main St Randolph MA 02368 844212813 Elder Housing MA NA N/A 0 0 false 0 false 0 HSL Payroll Services Inc 100 Centre Street Brookline MA 02446 042684823 Payroll Services MA NA C Corporation 0 0 0 false Hebrew Seniorlife Reage Solutions Inc 1200 Centre Street Boston MA 02131 814906048 Mgmt & Cons. Svcs DE NA C Corporation 0 0 0 false false false false false false false false false false true false false true false true true true true false