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Nonprofiteer
← HEBREW SENIORLIFE INC

Form 990 for tax year 2022

Filed by HEBREW SENIORLIFE INC.

Totals

Total revenue
$14,582,927
Total expenses
$24,025,879
Contributions and grants received
$3,412,325
Grants paid
$103,735
Program services expenses (Part IX)
$18,740,476
Management and general expenses
$964,116
Fundraising expenses
$4,321,287
Program service expenses (Part III)
$18,740,476

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAY L WEBBER

    DIR.; VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • MARSHA COHEN

    TRES. & SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1.1 related
  • MELISSA BAYER TEARNEY

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1.1 related
  • RICHARD J HENKEN

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1
  • DAVID D ROSENTHAL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ELLEN ZANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HAROLD G KOTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HARRISON BANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HINDA L MARCUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HOWARD E COHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JANE EDMONDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JEFFREY D DRUCKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MARK ZEIDEL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • REESE GENSER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERTA S WEINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEVEN FLIER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SUSAN FLORENCE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • THOMAS J DESIMONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TODD FINARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES D HART

    CHIEF FINANCIAL OFFICER

    Total calculated
    $551,769
    From this org
    $484,124
    From related orgs
    $0
    Other
    $67,645
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $372,217
    Bonus
    $111,480
    Other
    $427
    Deferred
    $5,800
    Nontaxable benefits
    $61,845
    Filer's total
    $551,769
  • LOUIS J WOOLF

    PRESIDENT AND CEO (end 07/2023)

    Total calculated
    $1,288,288
    From this org
    $1,199,018
    From related orgs
    $0
    Other
    $89,270
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $702,834
    Bonus
    $496,184
    Other
    $0
    Deferred
    $5,800
    Nontaxable benefits
    $83,470
    Filer's total
    $1,288,288
  • STEVEN LANDERS

    PRESIDENT AND CEO (start 07/2023)

    Total calculated
    $0
    Hours/week
    30 + 20 related
  • ERIC ROGERS

    CHIEF INFORMATION OFFICER

    Total calculated
    $400,780
    From this org
    $329,641
    From related orgs
    $0
    Other
    $71,139
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $275,309
    Bonus
    $54,184
    Other
    $148
    Deferred
    $5,800
    Nontaxable benefits
    $65,339
    Filer's total
    $400,780
  • HELEN CHEN MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $518,421
    From this org
    $0
    From related orgs
    $472,975
    Other
    $45,446
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,383 related
    Bonus
    $0 + $111,354 related
    Other
    $0 + $238 related
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $39,646 related
    Filer's total
    $0 + $518,421 related
  • KATELYN QUYNN

    CHIEF DEV OFF & VP BOARD REL.

    Total calculated
    $583,899
    From this org
    $528,155
    From related orgs
    $0
    Other
    $55,744
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $364,873
    Bonus
    $162,871
    Other
    $411
    Deferred
    $5,800
    Nontaxable benefits
    $49,944
    Filer's total
    $583,899
  • KATHYRN W TASKER

    CHIEF SPONSORED AWARDS OFFICER

    Total calculated
    $302,598
    From this org
    $0
    From related orgs
    $234,545
    Other
    $68,053
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,389 related
    Bonus
    $0
    Other
    $0 + $156 related
    Deferred
    $0 + $4,889 related
    Nontaxable benefits
    $0 + $63,164 related
    Filer's total
    $0 + $302,598 related
  • KIMBERLY J BROOKS

    CHIEF OP. OFFICER, SEN LIVING

    Total calculated
    $559,430
    From this org
    $494,589
    From related orgs
    $0
    Other
    $64,841
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $304,647
    Bonus
    $189,799
    Other
    $143
    Deferred
    $5,800
    Nontaxable benefits
    $59,041
    Filer's total
    $559,430
  • LEWIS LIPSITZ MD

    DIR, HMIFAR & CHIEF ACAD. OFF

    Total calculated
    $518,089
    From this org
    $0
    From related orgs
    $429,317
    Other
    $88,772
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,332 related
    Bonus
    $0 + $50,985 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $82,972 related
    Filer's total
    $0 + $518,089 related
  • LINDA THOMPSON

    CHIEF PEOPLE OFFICER

    Total calculated
    $335,214
    From this org
    $300,779
    From related orgs
    $0
    Other
    $34,435
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $245,398
    Bonus
    $55,000
    Other
    $381
    Deferred
    $0
    Nontaxable benefits
    $34,435
    Filer's total
    $335,214
  • MANDEL I ERNEST MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $242,126
    From this org
    $0
    From related orgs
    $226,591
    Other
    $15,535
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,591 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,532 related
    Nontaxable benefits
    $0 + $11,003 related
    Filer's total
    $0 + $242,126 related
  • MARY MOSCATO FACHE

    PRESIDENT, HSL HC SVCS. & HRC

    Total calculated
    $573,094
    From this org
    $0
    From related orgs
    $526,978
    Other
    $46,116
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,445 related
    Bonus
    $0 + $127,533 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $40,316 related
    Filer's total
    $0 + $573,094 related
  • RACHEL LERNER ESQUIRE

    GEN. CNSL. & CHIEF COMP. OFF

    Total calculated
    $313,968
    From this org
    $256,070
    From related orgs
    $0
    Other
    $57,898
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $256,008
    Bonus
    $0
    Other
    $62
    Deferred
    $5,800
    Nontaxable benefits
    $52,098
    Filer's total
    $313,968
  • RACHEL WHITEHOUSE

    CHIEF COMM. & PLAN OFFICER

    Total calculated
    $382,222
    From this org
    $313,193
    From related orgs
    $0
    Other
    $69,029
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $273,238
    Bonus
    $39,677
    Other
    $278
    Deferred
    $5,460
    Nontaxable benefits
    $63,569
    Filer's total
    $382,222
  • SARAH L SYKORA

    CHIEF COMM. & PLAN OFFICER

    Total calculated
    $310,731
    From this org
    $247,473
    From related orgs
    $0
    Other
    $63,258
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $224,300
    Bonus
    $23,076
    Other
    $97
    Deferred
    $3,728
    Nontaxable benefits
    $59,530
    Filer's total
    $310,731
  • TAMMY B RETALIC MS RN

    CHIEF NURSING OFF. & VP PCS

    Total calculated
    $411,712
    From this org
    $0
    From related orgs
    $342,266
    Other
    $69,446
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,604 related
    Bonus
    $0 + $58,394 related
    Other
    $0 + $268 related
    Deferred
    $0 + $4,853 related
    Nontaxable benefits
    $0 + $64,593 related
    Filer's total
    $0 + $411,712 related
  • DEBORAH MORSE

    VICE PRESIDENT OF REAL ESTATE

    Total calculated
    $302,015
    From this org
    $235,397
    From related orgs
    $0
    Other
    $66,618
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $204,211
    Bonus
    $30,903
    Other
    $283
    Deferred
    $3,898
    Nontaxable benefits
    $62,720
    Filer's total
    $302,015
  • LAURA K LEACU

    SENIOR DIRECTOR INSTITUTIONAL GIVING

    Total calculated
    $218,784
    From this org
    $192,180
    From related orgs
    $0
    Other
    $26,604
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $159,681
    Bonus
    $32,436
    Other
    $63
    Deferred
    $3,730
    Nontaxable benefits
    $22,874
    Filer's total
    $218,784
  • MARSHA T SLOTNICK

    SENIOR MAJOR GIFTS OFFICER

    Total calculated
    $276,367
    From this org
    $244,477
    From related orgs
    $0
    Other
    $31,890
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $104,525
    Bonus
    $139,952
    Other
    $0
    Deferred
    $4,890
    Nontaxable benefits
    $27,000
    Filer's total
    $276,367
  • STACEY R WEINBAUM

    EXEC DIR, BOARD REL & EVENTS

    Total calculated
    $240,394
    From this org
    $192,668
    From related orgs
    $0
    Other
    $47,726
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $159,456
    Bonus
    $32,939
    Other
    $273
    Deferred
    $3,985
    Nontaxable benefits
    $43,741
    Filer's total
    $240,394
  • TERESA LISEK

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $315,314
    From this org
    $255,074
    From related orgs
    $0
    Other
    $60,240
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $205,205
    Bonus
    $49,779
    Other
    $90
    Deferred
    $5,382
    Nontaxable benefits
    $54,858
    Filer's total
    $315,314

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 2022 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 2022 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
5 August 2024
IRS schema version
2022v5.0
Source object
202432189349301323

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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