Form 990 for tax year 2023

Totals

Total revenue

$61,385,691

Total expenses

$66,585,461

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$54,516,828

Investment income

$6,499,150

Other revenue

$369,713

Total assets, end of year

$257,198,323

Total liabilities, end of year

$477,633,895

Net assets or fund balances, end of year

-$220,435,572

Program services expenses (Part IX)

$54,040,536

Management and general expenses

$12,544,925

Fundraising expenses

$0

Program service expenses (Part III)

$54,040,536

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• INDEPENDENT LIVING WHEN MOVING TO NEWBRIDGE ON THE CHARLES, INC. (NBOC) RESIDENTS ENJOY THE FREEDOM FROM HOME OWNERSHIP, THE CONVENIENCE OF SERVICES AND AMENITITES, AND THE FLEXIBILITY TO ENJOY A WIDE RANGE OF ACTIVITIES. PERHAPS THE BIGGEST BENEFIT IS PEACE OF MIND THAT COMES WITH KNOWING THEY HAVE A FULL SPECTRUM OF HEALTH CARE SERVICES AND LIVING ACCOMODATIONS AS THEIR NEEDS CHANGE OVER TIME. THIS CONTINUUM OF CARE EXTENDS FROM INDEPENDENT LIVING TO ASSISTED LIVING, TO SKILLED REHABILITATIVE AND LONG-TERM NURSING CARE, ALL IN ONE COMMUNITY. A MEDICAL PRACTICE AS WELL AS HOME HEALTH CARE CENTER IS AVAILABLE ON THE CAMPUS. IN OUR HEALTH CARE CENTER, CARE IS PROVIDED FROM AN INTERDISCIPLINARY TEAM OF SPECIALISTS FROM HEBREW REHABILITATION CENTER (HRC)/HEBREW SENIORLIFE, INC. (HSL) AN INTERNATIONALLY RECOGNIZED LEADER IN GERIATRIC RESEARCH, TRAINING AND EDUCATION. THIS TEAM INCLUDES GERIATRICIANS/PHYSICIANS, GERIATRIC NURSE PRACTITIONERS, REHABILITATION SPECIALISTS, SOCIAL WORKERS, AND CERTIFIED NURSE ASSISTANTS, WORKING TOGETHER TO ENSURE AN INDIVIDUAL'S CARE PLAN IS COMPREHENSIVE AND SEAMLESS. AT NEWBRIDGE ON THE CHARLES (NBOC), IT'S ALL ABOUT BUILDING A LIFESTYLE THAT BEST SUITS YOUR PREFERENCES AND NEEDS. FOR EXAMPLE, IF ONE SPOUSE REQUIRES ASSISTANCE WITH DAILY LIVING WHILE THE OTHER IS INDEPENDENT, OR, IF BOTH WANT TO LIVE INDEPENDENTLY BUT NEED SPECIALIZED CARE OR SUPPORT, NBOC OFFERS HOME HEALTH CARE SERVICES AND SPECIALTY OUTPATIENT CLINICS. RESIDENTS ALSO HAVE OPTIONS WHEN IT COMES TO RECUPERATIVE SERVICES IN SHORT OR LONGTERM CARE. WE OFFER RESIDENTS PRIORITY AND FLEXIBILITY IN HELPING THEM MAKE DECISIONS WHEN THEY ARE FACED WITH MEDICAL CARE ISSUES. NBOC IS A COMMUNITY DESIGNED FOR INDEPENDENT LIVING, OFFERING FLEXIBILITY TO RESIDENTS WHO ENJOY SCHEDULING THEIR OWN DAILY ACTIVITIES WHILE KNOWING THEY CAN BE SPONTANEOUS AT ANY GIVEN MOMENT. WE CONTINUALLY OFFER NEW PROGRAMS, WORKSHOPS, AND EVENTS AS PART OF OUR COMMITMENT TO LIFELONG LEARNING. OUR PHILOSOPHY OF LIFE-LONG LEARNING GOES HAND IN HAND WITH OUR APPROACH OF PROVIDING A CONTINUUM OF WELLNESS, ADDRESSING THE "WHOLE PERSON, AND INTEGRATING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL DIMENSIONS OF AGING. THE COTTAGE COMMUNITY AT NBOC IS DESIGNED FOR OLDER ADULTS WHO VALUE AN ACTIVE, INDEPENDENT LIFESTYLE. LIFE IN THE COTTAGES OFFERS A COMBINATION OF PRIVATE HOME LIVING AND CLOSE PROXIMITY TO NBOC'S SELECTION OF PROGRAMS, AMENITIES, AND ACTIVITIES. COTTAGE RESIDENTS CAN SELECT FROM THREE HOME MODELS, EACH OFFERING DIFFERENT FINISHES AND FLOOR PLAN CHOICES. HOMES RANGE FROM 1,475 TO 2,700 SQUARE FEET. SOME INCLUDE A LOWER LEVEL, A LOFT, OR BOTH INCREASING THE LIVING SPACE UP TO 3,200 SQUARE FEET. HOMES ALSO FEATURE A PRIVATE ONE OR TWO-CAR GARAGE. SITUATED IN A QUIET, PRIVATE SETTING, THE VILLAS AT NBOC ARE CONVENIENTLY ACCESSIBLE TO THE COMMUNITY CENTER BY AN UNDERGROUND WALKWAY OR THROUGH THE COURTYARD GARDEN. THE SPACIOUS INTERIORS OFFER HIGH CEILINGS, EXCEPTIONAL AMENITIES, LARGE WINDOWS, AND UNDERGROUND PARKING. THE TWO-BEDROOM VILLAS, WHICH ARE MORE INTIMATE VERSIONS OF OUR APARTMENTS, RANGE IN SIZE FROM 1,589 TO 1,800 SQUARE FEET. EACH VILLA IS A CORNER RESIDENCE TO ALLOW FOR PLENTY OF LIGHT, WITH EACH HOME SERVED BY AN ELEVATOR LOCATED IN A LOBBY IN THE CENTER OF THE BUILDING. FOR OPTIMAL CONVENIENCE, THE NBOC APARTMENTS ARE LOCATED WITHIN THE CARL J. AND RUTH SHAPIRO COMMUNITY CENTER AND TWO ADJACENT BUILDINGS. THESE HOMES OFFER COZY AND INNOVATIVE FLOOR PLANS RANGING IN SIZE FROM NEARLY 1,000 TO JUST OVER 2,000 SQUARE FEET. THEY FEATURE GOURMET KITCHENS, NINE-FOOT CEILINGS, AND EXPANSIVE WINDOWS PROVIDING EXCEPTIONAL VIEWS OF THE MEADOWS, GARDENS AND COURTYARDS. ALL APARTMENTS HAVE ACCESS TO UNDERGROUND PARKING SPACES, AND SPACIOUS STORAGE LOCKERS. WHILE OTHER FEATURES INCLUDE SCREENEDIN PORCHES, FIREPLACES, AND A GREAT ROOM.

  Expenses $26,012,993 · Revenue $26,242,261

• RECUPERATIVE SERVICES UNIT/SNF HRC AT NBOC, LOCATED IN THE GLORIA ADELSON FIELD HEALTH CENTER, IS A PIONEERING STATE-OF-THE ART GERIATRIC HEALTH CARE CENTER THAT OFFERS COMPREHENSIVE SHORT-TERM REHABILITATIVE SERVICES, LONG-TERM CARE, AND A MEMORY CARE UNIT. BUILDING ON HEWBREW SENIORLIFE'S HOLISTIC APPROACH TO CARE, HRC SERVES AS GROUND-BREAKING MODEL IN CREATING AN OPTIMAL LIVING ENVIRONMENT AND PROVIDING THE TYPES OF SERVICES AND PROGRAMS THAT SENIORS BEST RESPOND TO PHYSICALLY AND EMOTIONALLY WHEN IN SHORT OR LONG-TERM CARE. THE PRIVATE ROOMS AND COMMON LIVING SPACES RESEMBLE ALL THE CHARM AND COZINESS OF HOME, PROVIDING PLENTY OF NATURAL LIGHT, WARMTH, AND COMFORT. WE OFFER THE COMMUNITY ACCESS TO AN OUTSTANDING ARRAY OF REHABILITATION OPTIONS THROUGH OUR RECUPERATIVE SERVICES UNIT (RSU), WHICH IS A SKILLED NURSING UNIT. ON THE NBOC CAMPUS THERE ARE 48 BEDS FOR SHORT-TERM REHABILITATION CARE. PHYSICIANS REPRESENTING DOZENS OF MEDICAL SPECIALTIES, AS WELL AS NURSES, AND THERAPISTS, ARE AVAILABLE FOR CONSULTATION TO ENSURE THAT EVERY PATIENT NEED IS ADDRESSED. OUR INTAKE COORDINATOR AND CASE MANAGERS WILL SCREEN THE PATIENT AND EITHER ACCEPT OR DENY ADMISSION. IF THE REFERRAL IS ACCEPTED, WE WILL ARRANGE A TRANSFER TIME WITH THE APPROPRIATE CASE MANAGER AT THE HOSPITAL. OUR INTAKE COORDINATOR AND CASE MANAGERS WILL SCREEN THE PATIENT AND EITHER ACCEPT OR DENY ADMISSION. IF THE REFERRAL IS ACCEPTED, WE WILL ARRANGE A TRANSFER TIME WITH THE APPROPRIATE CASE MANAGER AT THE HOSPITAL.

  Expenses $14,157,145 · Revenue $14,281,921

• ASSISTED LIVING THE TRADITIONAL ASSISTED LIVING PROGRAM AT NBOC IS A KEY COMPONENT OF OUR CONTINUING CARE RETIREMENT COMMUNITY (CCRC) PROVIDING THE OPPORTUNITY FOR THOSE WHO WISH TO LIVE IN A SUPPORTIVE COMMUNITY OR FOR CURRENT INDEPENDENT LIVING RESIDENTS TO CONTINUE RESIDING ON OUR CAMPUS. IN 51 TRADITIONAL ASSISTED LIVING APARTMENTS, NBOC FOSTERS A DEEP SENSE OF COMMUNITY AND HOME AWAY FROM HOME IN A COMPASSIONATE ENVIRONMENT FOR SENIORS. AT THE CORE OF THIS AREA IS A FULL SERVICE DINING ROOM AND LIBRARY AS WELL AS ACTIVITY AND MEETING ROOMS. IN ADDITION TO PROVIDING PERSONALIZED SUPPORTIVE SERVICES IN A WARM AND INVITING SETTING, OUR TRADITIONAL ASSISTED LIVING PROGRAM REFLECTS THE MANY SERVICES, PROGRAMS, AND AMENITIES UNIQUE TO NBOC. FOR EXAMPLE, RESIDENTS HAVE PLENTY OF OPPORTUNITIES TO ENJOY A WIDE RANGE OF LIFELONG LEARNING ACTIVITIES, MUSIC AND ART PRESENTATIONS, WELLNESS PROGRAMS AND MULTIGENERATIONAL ACTIVITIES WITH STUDENTS FROM THE NEIGHBORING RASHI SCHOOL. THE NBOC MEMORY SUPPORT ASSISTED LIVING PROGRAM IS A NATIONALLY RENOWNED MODEL OF COMPREHENSIVE CARE DESIGNED TO ENHANCE COGNITIVE AND PHYSICAL ABILITIES IN A SAFE ENVIRONMENT. AS A KEY COMPONENT OF THE ASSISTED LIVING PROGRAM, THERE ARE 41 APARTMENTS ON THE NBOC CAMPUS FOR THOSE WITH DEMENTIA-RELATED CONDITIONS. WE OFFER AN INDIVIDUALIZED CARE PLAN FOR EACH RESIDENT, FOCUSING ON THERAPIES AND APPROACHES THAT ARE SPECIFIC TO EACH INDIVIDUAL'S STRENGTHS AND NEEDS THROUGHOUT DAILY ACTIVITIES. ONE OF THE MANY BENEFITS WE OFFER IS THE CONVENIENCE OF NOT HAVING TO TRAVEL FOR MEDICAL APPOINTMENTS. RESIDENTS MAY CHOOSE TO JOIN OUR ONSITE PRIMARY CARE PRACTICE, LOCATED IN THE HEALTH CARE CENTER. OUR HARVARD MEDICAL SCHOOL-AFFILIATED GERIATRICIANS PROVIDE CONTINUOUS, COORDINATED, AND SEAMLESS CARE. WE FOCUS ON ENCOURAGEMENT, DIGNITY, AND CREATING FEELINGS OF SUCCESS. AMONG OUR MANY BENEFITS, WE OFFER: - INDIVIDUALIZED SERVICE PLANS - PRIVATE STUDIO APARTMENTS WITH INDIVIDUAL BATHS - THREE NUTRITIOUS "HEALTHY MIND" MEALS AND SNACKS - RESIDENTSECURE ENTRY AND EXIT - ENCLOSED COURTYARD AND GARDENS - REGULARLY SCHEDULED ENRICHMENT AND FITNESS PROGRAMS - 24-HOUR PROFESSIONAL RESIDENT CARE STAFF - ON-SITE NURSING STAFF INCONTINENCE CARE, AND - MEDICATION MANAGEMENT.

  Expenses $13,049,118 · Revenue $13,164,128

• OTHER PROGRAM SERVICE REVENUE IS MADE UP OF INCOME FROM RESIDENTS AND THEIR GUESTS FOR VARIOUS SERVICES THAT NBOC PROVIDES (THE EXPENSES), INCLUDING CULINARY, TELECOMMUNICATIONS, MISCELLANEOUS, GUEST SUITES, PERSONAL CARE, AND ACTIVITY FEES.

  Expenses $821,280 · Revenue $828,518

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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, and on a Form 990-PF Part VIII's — 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

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.

• Hebrew Seniorlife Hospice Care Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• Orchard Cove Inc

  501(c)(3) · Cont. Car · MA · controlled entity

  Directly controlled by HSL

• HRCA Senior Housing Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• CTR Communities of Brookline Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• HRCA Brookline Housing 112-120 Centre Court Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• HRCA Housing for Elderly Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• HRCA Brookline Housing 108 Centre Street Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• Hebrew Seniorlife Inc

  501(c)(3) · Mgmt Services · MA

  Directly controlled by NA

• Hebrew Seniorlife Affiliated Medical Group Inc

  501(c)(3) · Physician Svc · MA · controlled entity

  Directly controlled by HSL

• Hebrew Rehabilitation Center

  501(c)(3) · Hospital · MA · controlled entity

  Directly controlled by HSL

• HRCA Brookline Housing 1550 Beacon Plaza Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

• Hebrew Seniorlife Solutions Inc

  501(c)(3) · Elder Housing · MA · controlled entity

  Directly controlled by HSL

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

6 August 2025

IRS schema version

2023v6.0

Source object

202522189349301002

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

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