HEBREW SENIORLIFE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEBREW SENIORLIFE INC (EIN 90-0183119)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-06
- IRS object ID
- 202512189349300111
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T07:32:52+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900183119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hebrew Senior Life Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEBR | BusinessNameControlTxt |
| Phone | 6173638000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Centre Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Louis J Woolf | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 6173638000 | PhoneNum |
| Signature | 2025-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis J Woolf President & CEO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Centre Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,424,955 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hebrewseniorlife.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 325 | TotalVolunteersCnt |
| Total Gross UBI | $149,312 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134,161 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,412,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,476,439 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,362,808 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,161,085 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,077,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,960,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | $730,450 | PYOtherRevenueAmt |
| CY Other Revenue | $6,213,646 | CYOtherRevenueAmt |
| PY Total Revenue | $14,582,927 | PYTotalRevenueAmt |
| CY Total Revenue | $29,812,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $124,311 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,940,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,549,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,065,430 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,981,965 | PYOtherExpensesAmt |
| CY Other Expenses | $14,702,068 | CYOtherExpensesAmt |
| PY Total Expenses | $24,025,879 | PYTotalExpensesAmt |
| CY Total Expenses | $29,375,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,442,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $436,283 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $314,427,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,383,415 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,549,204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,396,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $297,878,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $312,987,244 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Hebrew Seniorlife, Inc. (HSL) 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,947,233 | ExpenseAmt |
| Grant | $124,311 | GrantAmt |
| Revenue | $14,871,061 | RevenueAmt |
| Desc | See Schedule O. | Desc |
| Total Program Service Expenses | $23,947,233 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan Allia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179821349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Centre Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JAMES D HART | ||||||||||
| SECRETARY & CHIEF FIN. OFFICER | 30.0 | 20.0 | Yes (X) | Yes (X) | $497,767 | $0 | $82,599 | |||
| JAY L WEBBER | ||||||||||
| VICE CHAIR | 45.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LOUIS J WOOLF | ||||||||||
| PRESIDENT AND CEO (THRU 7/2023, RETURNED 5/2024 TO CURRENT) | 30.0 | 20.0 | Yes (X) | Yes (X) | $1,026,499 | $0 | $84,903 | |||
| MARSHA COHEN | ||||||||||
| TREASURER | 2.0 | 1.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MELISSA BAYER TEARNEY | ||||||||||
| BOARD CHAIR (THRU 9/30/23) | 2.0 | 1.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J HENKEN | ||||||||||
| CHAIR ELECT (EFFECTIVE 10/1/23) | 2.0 | 1.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVEN LANDERS | ||||||||||
| PRESIDENT AND CEO (7/2023 - 5/2024) | 30.0 | 20.0 | Yes (X) | Yes (X) | $838,172 | $0 | $39,841 | |||
| DAVID D ROSENTHAL MD | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN ZANE | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD G KOTLER | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| HARRISON BANE | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| HINDA L MARCUS | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD E COHEN | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JANE EDMONDS | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY D DRUCKER | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK ZEIDEL MD | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| REESE GENSER | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERTA S WEINER | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN FLIER MD | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN FLORENCE SMITH | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J DESIMONE | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| TODD FINARD | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC ROGERS | ||||||||||
| CHIEF INFORMATION OFFICER | 30.0 | 20.0 | $351,134 | $0 | $87,189 | Yes (X) | ||||
| KATELYN QUYNN | ||||||||||
| CHIEF DEV OFF & VP BOARD REL | 30.0 | 20.0 | $380,581 | $0 | $59,137 | Yes (X) | ||||
| KATHYRN W TASKER | ||||||||||
| CHIEF SPONSORED AWARDS OFFICER | 5.0 | 45.0 | $0 | $277,830 | $84,279 | Yes (X) | ||||
| KIMBERLY J BROOKS | ||||||||||
| CHIEF OP. OFFICER, SEN LIVING | 10.0 | 40.0 | $375,200 | $0 | $71,184 | Yes (X) | ||||
| LEWIS LIPSITZ MD | ||||||||||
| DIR, HMIFAR & CHIEF ACAD. OFF | 5.0 | 45.0 | $0 | $415,592 | $93,718 | Yes (X) | ||||
| LINDA THOMPSON | ||||||||||
| CHIEF PEOPLE OFFICER | 30.0 | 20.0 | $355,082 | $0 | $77,367 | Yes (X) | ||||
| MANDEL I ERNEST MD | ||||||||||
| CHIEF MEDICAL OFFICER | 10.0 | 40.0 | $0 | $373,832 | $63,347 | Yes (X) | ||||
| RACHEL LERNER ESQUIRE | ||||||||||
| GEN. CNSL. & CHIEF COMP. OFF | 30.0 | 20.0 | $391,081 | $0 | $74,001 | Yes (X) | ||||
| SARAH L SYKORA | ||||||||||
| CHIEF COMM. & PLAN OFFICER | 30.0 | 20.0 | $309,804 | $0 | $71,659 | Yes (X) | ||||
| TAMMY B RETALIC MS RN | ||||||||||
| CHIEF NURSING OFF. & VP PCS | 5.0 | 46.0 | $0 | $296,335 | $80,270 | Yes (X) | ||||
| DEBORAH MORSE | ||||||||||
| VICE PRESIDENT OF REAL ESTATE | 45.0 | 0 | $251,280 | $0 | $74,603 | Yes (X) | ||||
| LAURA KATZ LEACU | ||||||||||
| SR. DIRECTOR, INSTITUTIONAL GIVING AND PRJTS | 45.0 | 0 | $239,078 | $0 | $30,247 | Yes (X) | ||||
| MARSHA T SLOTNICK | ||||||||||
| SENIOR MAJOR GIFTS OFFICER | 45.0 | 0 | $232,964 | $0 | $31,882 | Yes (X) | ||||
| STACEY R WEINBAUM | ||||||||||
| VP, BOARD RELATIONS, EVENTS, & LEADERSHIP ENG | 45.0 | 0 | $241,044 | $0 | $58,807 | Yes (X) | ||||
| TERESA LISEK | ||||||||||
| SR. DIRECTOR OF DEVELOPMENT & DONOR STRATEGY | 45.0 | 0 | $301,613 | $0 | $79,643 | Yes (X) | ||||
| MARY MOSCATO FACHE | ||||||||||
| PRESIDENT, HSL HC SVCS. & HRC | 5.0 | 45.0 | $0 | $717,746 | $47,510 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,791,299 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,081,335 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,292,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERGIS HEALTHCARE STAFFING INC | |||||
| 12558 COLLECTIONS CENTER DRIVE | Chicago | IL | 60693 | Agency Staffing | $4,338,605 |
| Crothall Healthcare Inc | |||||
| 130285 Collection Center Drive | Chicago | IL | 60693 | Housekeeping Services | $2,702,465 |
| American Quality Property Service | |||||
| 75 State Street 1st Floor | Boston | MA | 02109 | Property Management Services | $2,153,959 |
| LEOS CONSTRUCTION | |||||
| PO BOX 1101 | Pawtucket | RI | 02862 | Construction Services | $1,609,625 |
| Century Linen & Uniform | |||||
| 335 North Main St | Gloversville | NY | 12078 | Laundry Services | $1,538,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 157 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $403,687 | FundraisingAmt |
| All Other Contributions | $4,072,752 | AllOtherContributionsAmt |
| Noncash Contributions | $1,708,722 | NoncashContributionsAmt |
| Total Contributions | $4,476,439 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management Fees | 551112 | $8,441,085 | $8,441,085 |
| Land Lease Revenue From Affiliates | 532000 | $720,000 | $720,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,161,085 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $873,057 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $149,312 | UnrelatedBusinessRevenueAmt |
| Exclusion | $723,745 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $979,871 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $979,871 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $979,871 | TotalRevenueColumnAmt |
| Exclusion | $979,871 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,087,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,087,877 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,087,877 | TotalRevenueColumnAmt |
| Exclusion | $9,087,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $136,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $403,687 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $612,851 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$476,201 | TotalRevenueColumnAmt |
| Exclusion | -$476,201 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Property Development Overhead Fee | 525990 | $5,600,188 | $5,600,188 |
| All Other Revenue | 900099 | $49,000 | $49,000 |
| Parking Revenue | 900099 | $30,575 | $30,575 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,709,976 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,812,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,871,061 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $149,312 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,315,292 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,311 | TotalAmt |
| Program Services | $124,311 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,525,320 | TotalAmt |
| Program Services | $4,525,320 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,838,887 | TotalAmt |
| Program Services | $4,426,564 | ProgramServicesAmt |
| Fundraising | $2,412,323 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,352 | TotalAmt |
| Program Services | $182,415 | ProgramServicesAmt |
| Fundraising | $58,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,988 | TotalAmt |
| Program Services | $1,092,595 | ProgramServicesAmt |
| Fundraising | $589,393 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,895 | TotalAmt |
| Program Services | $914,049 | ProgramServicesAmt |
| Fundraising | $347,846 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,104 | TotalAmt |
| Management And General | $50,104 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,921 | TotalAmt |
| Management And General | $422,921 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,319 | TotalAmt |
| Management And General | $229,319 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,814 | TotalAmt |
| Management And General | $660,814 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,874 | TotalAmt |
| Program Services | $2,126,874 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,542 | TotalAmt |
| Program Services | $667,096 | ProgramServicesAmt |
| Fundraising | $221,446 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,527 | TotalAmt |
| Program Services | $7,527 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,499 | TotalAmt |
| Program Services | $670,499 | ProgramServicesAmt |
| Fundraising | $75,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,373 | TotalAmt |
| Program Services | $6,373 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,441 | TotalAmt |
| Program Services | $33,407 | ProgramServicesAmt |
| Fundraising | $30,034 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,941 | TotalAmt |
| Program Services | $91,941 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,431 | TotalAmt |
| Program Services | $1,899,431 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,055 | TotalAmt |
| Program Services | $100,055 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Purchased Services / Labor | $6,329,338 | $6,212,038 | $117,300 |
| Supplies & Miscellaneous | $1,016,704 | $803,553 | $213,151 |
| Repairs & Maintenance | $40,726 | $40,726 | |
| Bad Debt | $20,252 | $20,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,207 | TotalAmt |
| Program Services | $2,207 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,375,821 | TotalAmt |
| Program Services | $23,947,233 | ProgramServicesAmt |
| Management And General | $1,363,158 | ManagementAndGeneralAmt |
| Fundraising | $4,065,430 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,062 | BOYAmt |
| EOY | $4,304,089 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,159,810 | BOYAmt |
| EOY | $13,740,606 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,983,771 | BOYAmt |
| EOY | $15,967,170 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,280 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,485 | BOYAmt |
| EOY | $4,311,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,307,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,333,215 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,438,373 | BOYAmt |
| EOY | $10,974,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,888,376 | BOYAmt |
| EOY | $44,017,605 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,717,347 | BOYAmt |
| EOY | $54,389,163 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,706,170 | BOYAmt |
| EOY | $184,668,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,427,394 | BOYAmt |
| EOY | $332,383,415 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,896,924 | BOYAmt |
| EOY | $18,332,738 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,280 | BOYAmt |
| EOY | $1,063,433 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,549,204 | BOYAmt |
| EOY | $19,396,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,915,670 | BOYAmt |
| EOY | $264,051,873 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,962,520 | BOYAmt |
| EOY | $48,935,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,878,190 | BOYAmt |
| EOY | $312,987,244 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,427,394 | BOYAmt |
| EOY | $332,383,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $436,283 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,766,943 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,905,828 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,089,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,298,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,607,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,412,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,476,439 | CurrentTaxYearAmt |
| Total | $43,883,321 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,089,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,298,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,607,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,412,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,476,439 | CurrentTaxYearAmt |
| Total | $43,883,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,594,673 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,288,648 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $905,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $575,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $670,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,928 | CurrentTaxYearAmt |
| Total | $4,583,210 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$12,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,161 | CurrentTaxYearAmt |
| Total | $367,129 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $945,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,337 | CurrentTaxYearAmt |
| Total | $1,987,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,820,804 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,952,868 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4583 | PublicSupportCY170Pct |
| Public Support PY170 | 0.4780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 157486.0, COLUMN B - 39666.0, COLUMN C - 86977.0, COLUMN D - 945421.0, COLUMN E - 540337.0, COLUMN F - 1769887.0; DESCRIPTION - OTHER REVENUE, COLUMN A - , COLUMN B - 13268.0, COLUMN C - 203989.0, COLUMN D - , COLUMN E - , COLUMN F - 217257.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,139,941 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,745,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,620,538 | OtherExpendituresAmt |
| End Year Balance | $52,264,991 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,250,397 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,654,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,764,562 | OtherExpendituresAmt |
| End Year Balance | $46,139,941 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,877,395 | BeginningYearBalanceAmt |
| Contributions | $3,056,991 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,955,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,728,906 | OtherExpendituresAmt |
| End Year Balance | $40,250,397 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,790,125 | BeginningYearBalanceAmt |
| Contributions | $349,849 | ContributionsAmt |
| Investment Earnings Or Losses | $8,600,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,863,149 | OtherExpendituresAmt |
| End Year Balance | $46,877,395 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,593,347 | BeginningYearBalanceAmt |
| Contributions | $238,576 | ContributionsAmt |
| Investment Earnings Or Losses | $1,964,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,006,309 | OtherExpendituresAmt |
| End Year Balance | $39,790,125 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3517 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.402 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2463 | TermEndowmentBalanceEOYPct |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,154,600 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,154,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,671,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,681,102 | DepreciationAmt |
| Book Value | $990,248 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $884,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $883,735 | DepreciationAmt |
| Book Value | $414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,815,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,768,378 | DepreciationAmt |
| Book Value | $3,046,713 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,782,670 | OtherCostOrOtherBasisAmt |
| Book Value | $3,782,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,974,645 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships | $50,152,508 | F |
| Deferred Compensation Pool | $2,535,367 | F |
| Planned Giving Annuity | $898,889 | F |
| Workers Comp Collateral Pool | $625,201 | F |
| Israel Bond | $177,198 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $54,389,163 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due From Affiliates | $184,418,598 |
| Loan Receivable | $249,924 |
| Receivable From Donor Estate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $184,668,522 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating Lease | $701,438 |
| Planned Giving Annuities | $361,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,063,433 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT AND QUASI-ENDOWMENT FUND USES INCLUDE RESEARCH, EDUCATION AND CARE OF RESIDENTS OF OUR VARIOUS FACILITIES. THE ENDOWMENT TOTAL IS CONSOLIDATED AND INCLUDES THE FOLLOWING: HEBREW SENIORLIFE, INC., ORCHARD COVE, INC. SCHOLARSHIP, SIMON C. FIREMAN RABINOVITZ, AND JACK SATTER DINING ENDOWMENT FUND. THE PURPOSE OF THE CONSOLIDATED ENDOWMENT INCLUDES: RESEARCH, CULINARY, SENIOR LIVING, HEALTHCARE, AS WELL AS SEVERAL OTHER PROGRAMS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $12,632,640 |
| Central America and the Caribbean | 0 | 0 | Investments | $128,358 | |
| East Asia and the Pacific | 0 | 0 | Investments | $11,131,256 | |
| Middle East and North Africa | 0 | 0 | Investments | $669,652 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $249,981 | |
| South America | 0 | 0 | Investments | $1,117,863 | |
| South Asia | 0 | 0 | Investments | $1,883,445 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $377,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $28,191,147 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $28,191,147 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Engage Event | Event1Nm |
| Gross Receipts Event1 | $396,045 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $290,145 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $105,900 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $57,450 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $93,150 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $136,722 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $242,873 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf 2024 | Event2Nm |
| Gross Receipts Event2 | $144,292 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $113,542 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,750 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $9,439 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $37,114 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,628 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,475 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $540,337 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $403,687 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $136,650 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,439 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $94,564 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $122,778 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $136,722 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $249,348 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $612,851 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$476,201 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 26 | RecipientCnt |
| Cash Grant | $124,311 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | HEBREW SENIORLIFE, INC. ONLY MAKES GRANTS TO RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. THESE GRANTS ARE SCHOLARSHIPS PROVIDED TO SUPPORT NURSING EDUCATION. APPLICATIONS ARE REVIEWED BY THE BOARD COMMITTEE AND STAFF PRIOR TO AWARD. AWARDS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION ON BEHALF OF THE STUDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES D HART | ||||||||||||||
| SECRETARY & CHIEF FIN. OFFICER | $373,170 | $0 | $123,806 | $0 | $791 | $0 | $5,800 | $0 | $76,799 | $0 | $580,366 | $0 | $0 | $0 |
| STEVEN LANDERS | ||||||||||||||
| PRESIDENT AND CEO (7/2023 - 5/2024) | $432,801 | $0 | $405,333 | $0 | $38 | $0 | $0 | $0 | $39,841 | $0 | $878,013 | $0 | $0 | $0 |
| LOUIS J WOOLF | ||||||||||||||
| PRESIDENT AND CEO (THRU 7/2023, RETURNED 5/2024 TO CURRENT) | $515,106 | $0 | $511,393 | $0 | $0 | $0 | $5,800 | $0 | $79,103 | $0 | $1,111,402 | $0 | $0 | $0 |
| MARY MOSCATO FACHE | ||||||||||||||
| PRESIDENT, HSL HC SVCS. & HRC | $0 | $491,930 | $0 | $225,816 | $0 | $0 | $0 | $5,800 | $0 | $41,710 | $0 | $765,256 | $0 | $0 |
| KIMBERLY J BROOKS | ||||||||||||||
| CHIEF OP. OFFICER, SEN LIVING | $325,057 | $0 | $50,000 | $0 | $143 | $0 | $5,800 | $0 | $65,384 | $0 | $446,384 | $0 | $0 | $0 |
| MANDEL I ERNEST MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $0 | $373,832 | $0 | $0 | $0 | $0 | $0 | $5,800 | $0 | $57,547 | $0 | $437,179 | $0 | $0 |
| RACHEL LERNER ESQUIRE | ||||||||||||||
| GEN. CNSL. & CHIEF COMP. OFF | $273,984 | $0 | $117,032 | $0 | $65 | $0 | $5,800 | $0 | $68,201 | $0 | $465,082 | $0 | $0 | $0 |
| LEWIS LIPSITZ MD | ||||||||||||||
| DIR, HMIFAR & CHIEF ACAD. OFF | $0 | $378,077 | $0 | $37,515 | $0 | $0 | $0 | $5,800 | $0 | $87,918 | $0 | $509,310 | $0 | $0 |
| KATELYN QUYNN | ||||||||||||||
| CHIEF DEV OFF & VP BOARD REL | $380,170 | $0 | $0 | $0 | $411 | $0 | $5,800 | $0 | $53,337 | $0 | $439,718 | $0 | $0 | $0 |
| TAMMY B RETALIC MS RN | ||||||||||||||
| CHIEF NURSING OFF. & VP PCS | $0 | $296,067 | $0 | $0 | $0 | $268 | $0 | $5,095 | $0 | $75,175 | $0 | $376,605 | $0 | $0 |
| ERIC ROGERS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $284,248 | $0 | $66,737 | $0 | $149 | $0 | $5,800 | $0 | $81,389 | $0 | $438,323 | $0 | $0 | $0 |
| SARAH L SYKORA | ||||||||||||||
| CHIEF COMM. & PLAN OFFICER | $251,220 | $0 | $58,494 | $0 | $90 | $0 | $4,128 | $0 | $67,531 | $0 | $381,463 | $0 | $0 | $0 |
| KATHYRN W TASKER | ||||||||||||||
| CHIEF SPONSORED AWARDS OFFICER | $0 | $235,771 | $0 | $41,916 | $0 | $143 | $0 | $5,767 | $0 | $78,512 | $0 | $362,109 | $0 | $0 |
| LINDA THOMPSON | ||||||||||||||
| CHIEF PEOPLE OFFICER | $287,555 | $0 | $67,100 | $0 | $427 | $0 | $5,800 | $0 | $71,567 | $0 | $432,449 | $0 | $0 | $0 |
| LAURA KATZ LEACU | ||||||||||||||
| SR. DIRECTOR, INSTITUTIONAL GIVING AND PRJTS | $170,859 | $0 | $68,157 | $0 | $62 | $0 | $4,378 | $0 | $25,869 | $0 | $269,325 | $0 | $0 | $0 |
| TERESA LISEK | ||||||||||||||
| SR. DIRECTOR OF DEVELOPMENT & DONOR STRATEGY | $205,141 | $0 | $96,382 | $0 | $90 | $0 | $5,800 | $0 | $73,843 | $0 | $381,256 | $0 | $0 | $0 |
| DEBORAH MORSE | ||||||||||||||
| VICE PRESIDENT OF REAL ESTATE | $219,043 | $0 | $31,959 | $0 | $278 | $0 | $4,348 | $0 | $70,255 | $0 | $325,883 | $0 | $0 | $0 |
| MARSHA T SLOTNICK | ||||||||||||||
| SENIOR MAJOR GIFTS OFFICER | $209,270 | $0 | $23,694 | $0 | $0 | $0 | $1,775 | $0 | $30,107 | $0 | $264,846 | $0 | $0 | $0 |
| STACEY R WEINBAUM | ||||||||||||||
| VP, BOARD RELATIONS, EVENTS, & LEADERSHIP ENG | $171,562 | $0 | $69,214 | $0 | $268 | $0 | $4,959 | $0 | $53,848 | $0 | $299,851 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Louis J. Woolf, President and CEO, received a housing allowance and gross-up payments related to life insurance premiums. Both payments were treated as taxable wages and included in his calendar year 2023 form W-2. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Louis J. Woolf, President and CEO, received a housing allowance and gross-up payments related to life insurance premiums. Both payments were treated as taxable wages and included in his calendar year 2023 form W-2. |
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,708,722 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Jeffrey D. Drucker - Business relationship, Howard E. Cohen - Business relationship, Richard J. Henken - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | HSL is a Massachusetts charitable membership corporation. Its members are the board of directors. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | From the bylaws of HSL: The board of directors shall be the ultimate governing authority of the corporation, shall supervise, direct and govern its business and affairs, and shall have and exercise all the powers and authority of the corporation, except only and to the extent that powers and authority are vested in the several officers or in the trustees, as provided in these bylaws or as otherwise required by law. |
| 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 HSL 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 HSL is a charitable organization and that in order to maintain its tax-exempt status, HSL must engage in activities which accomplish one or more of its tax-exempt 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 or 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 15a Process to establish compensation of top management official | 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. 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 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. 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 | 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 e-mail. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Dietetic Internship Tuition Revenue - Total Revenue: 30213, Related or Exempt Function Revenue: 30213, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers To / From Affiliates - 2259241; Disregarded entity equity adjustments - 2646587; |
| Form 990, Part I, Line 1 Organization's Mission | The mission of Hebrew Seniorlife, Inc. (HSL) 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. HSL empowers seniors to live their healthiest, most fulfilling lives 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. - Raising standards in senior health and housing through innovation and leadership at the local, state, national, and international levels. |
| Form 990, Part III, Line 4a Program Service Description | HSL is an unparallelled provider of senior living communities, geriatric health care, research into human aging, and medical education. Founded in 1903, HSL strives to transform every aspect of the aging experience. An affiliate of Harvard Medical School, HSL serves over 3,000 seniors each day at our sites in Brookline, Canton, Dedham, Randolph, Revere, Roslindale, and reaches countless more through our research and teaching.. Examples of our program services are as follows: 1. Health Care: HSL provides a wide range of health care services from primary and specialty care to outpatient and rehab care, to home care, long-term and hospice care. Our hospice program, the first Jewish faith-based hospice in Massachusetts, comprises more than 70 rabbis and cantors serving the Boston area. Additional specialty programs include HSL's center for memory health, and our center for the prevention of elder abuse and neglect. 2. Senior Living: More than 95% of the seniors living in HSL's subsidized housing communities in Brookline, Randolph, and Revere are Medicaid dependent. In 2016, HSL received a grant from the Massachusetts health policy commission to implement and test our unique supportive housing model in our senior living communities and beyond. 3. Research: The Hinda and Arthur Marcus Institute for Aging Research, HSL's research arm, is one of the largest gerontological research facilities in the United States. Dozens of interventions developed at the Marcus Institute have become standard care for seniors. The Marcus Institute ranks in the top 15% of national institutes of health grant recipients, with more than $60 million of NIH and NIA funding. The Marcus Institute trains future geriatricians and gerontological researchers through the Harvard multi-campus geriatric medicine fellowship - the largest geriatric fellowship program in the United States. In addition to the other program services, HSL was recognized by the Boston Globe as one of Boston's top places to work for. |
| FORM 990, PART VIII, LINE 1C - | Hebrew SeniorLife, Inc. as the parent of the HSL system, raises contributions for itself and its affiliates through its Development department. The contribution revenue is recorded by the affiliatethat the donor intended it be given to. Fundraising expenses of the Development department are recorded exclusively by Hebrew SeniorLife, Inc. In order to give the reader a full and transparent view of HSL and affiliates, a summary of all contribution revenue and related expenses is prepared below. Additionally, this includes approximately $640,000 in pledges that have been fully reserved based on donor-imposed contingencies. Management believes that these contingencies will be met and have added the value of the contingent pledges back in the schedule below. FUNDRAISING EXPENSES (HSL FORM 990, PART IX, LINE 25, COL. D) $4,062,555 CONTRIBUTION REVENUE: HSL CONTRIBUTIONS (HSL FORM 990, PART VIII, LINE 1H) $4,391,418 CONTINGENT PLEDGE REVENUE $640,000 HEBREW REHABILITATION CENTER (PART VIII, LINE 1F) $21,918,066 HEBREW SENIORLIFE HOSPICE CARE, INC. $0 ORCHARD COVE, INC. $ 96,593 HRCA SENIOR HOUSING, INC. $ 0 HRCA HOUSING FOR ELDERLY, INC. $ 234,276 HRCA BROOKLINE HOUSING 1550 BEACON PLAZA, INC. $ 72,677 HRCA BROOKLINE HOUSING 112-120 CENTRE COURT, INC. $ 0 CENTER COMMUNITIES OF BROOKLINE, INC. $651,961 NEWBRIDGE ON THE CHARLES, INC. $0 HRCA BROOKLINE HOUSING 108 CENTRE STREET, INC. $ 0 HEBREW SENIORLIFE AFFILIATED MEDICAL GROUP, INC. $ 0 TOTAL $27,364,991 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CCB Townhomes 120 Centre LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 823577049 | Elder Housing | MA | $1,026,639 | $2,162,452 | HSL |
| HSL Guarantor LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 823421494 | Guarantor | MA | $52,588 | $1,086,681 | HSL |
| HSL Construction Guarantor LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 874097430 | Guarantor | MA | $52,382 | $1,082,325 | HSL |
| HSL 370 Harvard St LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 834173929 | Elder Housing | MA | $0 | $0 | HSL |
| HSL Fireman Partner LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 843264877 | Elder Housing | MA | $0 | $0 | HSL |
| Fireman Expansion Manager LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 854035423 | Elder Housing | MA | $0 | $0 | HSL |
| Fireman Expansion LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 854016758 | Elder Housing | MA | $0 | $0 | HSL |
| HSL Leyland MM LLC | |||||||||
| 1200 Centre Street | Boston | MA | 02131 | 873973297 | Elder Housing | MA | $0 | $0 | HSL |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Hebrew Seniorlife Hospice Care Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 461309228 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| Newbridge on The Charles Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 383707573 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| Orchard Cove Inc | ||||||||||
| One Del Pond Drive | Canton | MA | 02021 | 223080006 | Cont. Car | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| HRCA Senior Housing Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 042765428 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| CTR Communities of Brookline Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 010569404 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| HRCA Brookline Housing 112-120 Centre Court Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 030372998 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| HRCA Housing for Elderly Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 042543731 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| HRCA Brookline Housing 108 Centre Street Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 810612222 | Elder Housing | MA | 501(c)(3) | Type II | HSL | Yes (true) |
| Hebrew Seniorlife Affiliated Medical Group Inc | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 823654673 | Physician Svc | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| Hebrew Rehabilitation Center | ||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 042104298 | Hospital | MA | 501(c)(3) | 3 | HSL | Yes (true) |
| HRCA Brookline Housing 1550 Beacon Plaza Inc | ||||||||||
| 1201 Centre Street | Boston | MA | 02131 | 010569403 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
| Hebrew Seniorlife Solutions Inc | ||||||||||
| 1200 Centre St | Roslindale | MA | 02131 | 934963180 | Elder Housing | MA | 501(c)(3) | 10 | HSL | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CCB Cohen 112 Centre MM LLC | ||||||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 821763395 | Elder Housing | MA | HSL | Related | $0 | $174,635 | false | $0 | false | 0.55 |
| HSL Fireman Operating LP | ||||||||||||||
| 640 N Main St | Randolph | MA | 02368 | 844212813 | Elder Housing | MA | HSL | N/A | $0 | $0 | false | $0 | false | 0.9999 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSL Payroll Services Inc | ||||||||||||
| 100 Centre Street | Brookline | MA | 02446 | 042684823 | Payroll Services | MA | CCB | C Corporation | $0 | $366,641 | 1 | Yes (true) |
| Hebrew Seniorlife Reage Solutions Inc | ||||||||||||
| 1200 Centre Street | Boston | MA | 02131 | 814906048 | Mgmt & Cons. Svcs | DE | HSL | C Corporation | $0 | $23,485 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (32 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CCB Cohen 112 Centre LLC | ||
| L | $188,925 | Contract |
| CCB Townhomes 120 Centre LLC | ||
| L | $50,104 | Contract |
| CCB Townhomes 120 Centre LLC | ||
| S | $350,000 | Regulator Approved |
| Center Communities of Brookline Inc | ||
| L | $302,648 | Contract |
| Center Communities of Brookline Inc | ||
| Q | $1,096,704 | Actual |
| Center Communities of Brookline Inc | ||
| L | $599,629 | Actual |
| Hebrew Rehabilitation Center | ||
| R | $36,300,000 | Actual |
| Hebrew Rehabilitation Center | ||
| S | $80,005,000 | Actual |
| Hebrew Rehabilitation Center | ||
| L | $4,218,400 | Contract |
| Hebrew Rehabilitation Center | ||
| K | $300,000 | Actual |
| Hebrew Rehabilitation Center | ||
| M | $137,887 | Actual |
| Hebrew Rehabilitation Center | ||
| L | $1,758,028 | Actual |
| Hebrew SeniorLife Hospice Care Inc | ||
| L | $330,236 | Contract |
| Hebrew SeniorLife Hospice Care Inc | ||
| Q | $637,462 | Actual |
| Hebrew SeniorLife Hospice Care Inc | ||
| R | $120,000 | Actual |
| Hebrew SeniorLife Hospice Care Inc | ||
| S | $8,925,000 | Actual |
| HRCA Brookline Housing 1550 Beacon Plaza Inc | ||
| L | $286,660 | Contract |
| HRCA Brookline Housing 1550 Beacon Plaza Inc | ||
| Q | $987,033 | Actual |
| HRCA Brookline Housing 1550 Beacon Plaza Inc | ||
| L | $545,566 | Actual |
| HSL Fireman Operting Limited Partnership | ||
| L | $175,154 | Contract |
| HSL Fireman Operting Limited Partnership | ||
| Q | $1,027,956 | Actual |
| HSL Fireman Operting Limited Partnership | ||
| L | $854,239 | Actual |
| HRCA Housing For Elderly Inc | ||
| L | $400,287 | Contract |
| HRCA Housing For Elderly Inc | ||
| Q | $1,301,662 | Actual |
| HRCA Housing For Elderly Inc | ||
| L | $968,600 | Actual |
| NewBridge on the Charles | ||
| L | $1,445,687 | Contract |
| NewBridge on the Charles | ||
| L | $3,667,381 | Actual |
| NewBridge on the Charles | ||
| Q | $25,365,805 | Actual |
| Orchard Cove Inc | ||
| J | $720,000 | Contract |
| Orchard Cove Inc | ||
| L | $978,963 | Contract |
| Orchard Cove Inc | ||
| Q | $19,839,013 | Actual |
| Orchard Cove Inc | ||
| L | $22,821,446 | Actual |