2025-08-06T08:39:29+00:00 2024-09-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-10-01 934963180 Hebrew Seniorlife Solutions Inc HEBR 6173638000 1200 Centre Street Roslindale MA 02131 Louis J Woolf President & CEO 6173638000 2025-08-06 true true Amy Bibby P00445891 8282542254 2025-08-06 2023 2025-03-06 01:10:19Z X Louis J Woolf President & CEO 1200 Centre Street Roslindale MA 02131 1122690 false X www.hebrewseniorlife.org X 2023 MA 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 being part of a complete and integrated spectrum of the highest quality health care and housing facilities and services for seniors, primarily through the provision of physician and related services. 4 2 0 2 0 0 0 72500 0 1050190 0 0 0 0 0 1122690 0 0 0 0 0 1184585 0 0 0 0 154682 0 1339267 0 -216577 0 24000 0 448862 0 -424862 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 being part of a complete and integrated spectrum of the highest quality health care and housing facilities and services for seniors, primarily through the provision of physician and related services. false false 1339267 1050190 The Right Care, Right Place, Right Time Initiative - also known as R3 - is an innovative program that integrates wellness teams into senior housing communities. It was created by Hebrew SeniorLife to support residents in proactively managing their health by effectively linking housing and health care. The goal of R3 is to improve lives, reduce costs, and help seniors stay independent and at home longer. 1339267 true false false false false false false false false false false false false false false false 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 X Jonathan Allia 6173638000 1200 Centre Street Roslindale MA 02131 JAMES D HART SECRETARY & CHIEF FIN. OFFICER 0.5 49.5 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 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 MARY MOSCATO FACHE PRESIDENT, HSL HC SVCS. & HRC 1.0 49.0 X 0 717746 47510 0 6606655 1017004 0 true true false 0 72500 72500 R3 Program Revenues 621610 1048219 1048219 Consulting Revenue 621610 1971 1971 0 0 0 0 1050190 0 0 0 0 0 0 0 0 0 1122690 1050190 0 0 1029993 1029993 154592 154592 105046 105046 0 0 34382 34382 2255 2255 995 995 Resident Programs & Classes 11464 11464 Supplies & Miscellaneous 540 540 0 0 0 0 1339267 1339267 0 0 24000 0 0 0 0 0 0 0 0 0 0 24000 400862 48000 0 0 0 0 448862 X -424862 0 -424862 0 24000 X -216577 -208285 X false true X true false X 72500 72500 1050190 1050190 0 0 0 0 0 0 0 1122690 1122690 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1122690 0 0 0 0 0 0 0 0 0 0 0 0 0 1971 1971 0 0 0 0 1124661 1124661 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONSULTING REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 1971.0, COLUMN F - 1971.0; 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 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 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 HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, 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 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 THE BOARD OF HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, 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 HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAXEXEMPT STATUS, HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, 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 HSL BOARD, WITH THE ASSISTANCE OF DATA PROVIDED BY AN INDEPENDENT, EXPERT CONSULTANT, 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 OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES OF HSL AND ITS AFFILIATES. A FULL MARKET REVIEW AND APPROVAL OF COMPENSATION, FOLLOWING THE PROCEDURES OUTLINED ABOVE WAS 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 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 ST. BOSTON, MA 02131 OR BY TELEPHONE AND EMAIL. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Intercompany Support/Transfers - -208285; 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 Street Inc 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 Rehabilitation Center 1200 Centre Street Boston MA 02131 042104298 Hospital MA 501(c)(3) 3 HSL true HRCA Brookline Housing 1550 Beacon Plaza Inc 1200 Centre Street Boston MA 02131 010569403 Elder Housing MA 501(c)(3) 10 HSL true Hebrew Seniorlife Affiliated Medical Group Inc 1200 Centre Street Boston MA 02131 823654673 Physician Svc MA 501(c)(3) 10 HSL true CCB 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 Fireman 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 false false false true false false true false false true