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← HEBREW SENIORLIFE SOLUTIONS INC

Form 990 for tax year 2024

Filed by HEBREW SENIORLIFE SOLUTIONS INC.

Totals

Total revenue
$4,592,919
Total expenses
$2,273,834
Contributions and grants received
$2,843,975
Grants paid
$0
Program service revenue
$1,700,024
Investment income
$48,920
Other revenue
$0
Total assets, end of year
$1,632,511
Total liabilities, end of year
$147,359
Net assets or fund balances, end of year
$1,485,152
Program services expenses (Part IX)
$2,233,040
Management and general expenses
$40,794
Fundraising expenses
$0
Program service expenses (Part III)
$2,233,040

Program services were 98.2% 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.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $80,000

  • 1f · All other contributions, gifts and grants

    $2,763,975

  • 2a · Program service revenue: R3 PROGRAM REVENUES

    total $1,696,124 · related or exempt $1,696,124

  • 2b · Program service revenue: CONSULTING REVENUE

    total $3,900 · related or exempt $3,900

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $6,596 · excluded $6,596

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $42,324

  • 7c · Gain or loss

    securities $42,324 · other assets $0

  • 7d · Net gain or loss

    total $42,324 · excluded $42,324

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,595,318 · program services $1,595,318

  • 9 · Other employee benefits

    total $360,385 · program services $360,385

  • 11b · Fees: legal

    total $35,779 · management and general $35,779

  • 11c · Fees: accounting

    total $3,150 · management and general $3,150

  • 11f · Fees: investment management

    total $1,865 · management and general $1,865

  • 11g · Fees: other

    total $111,206 · program services $111,206 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $111,578 · program services $111,578

  • 17 · Travel

    total $1,525 · program services $1,525

  • 19 · Conferences, conventions and meetings

    total $3,409 · program services $3,409

  • 22 · Depreciation, depletion and amortization

    total $465 · program services $465

  • 24a · Other expenses: RESIDENT PROGRAMS & CLASSES

    total $32,598 · program services $32,598

  • 24b · Other expenses: SUPPLIES & MISCELLANEOUS

    total $16,556 · program services $16,556

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $24,000 · end of year $688,212

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $13,961

  • 10b · Land, buildings and equipment: accumulated depreciation

    $465

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $13,496

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $930,803

  • 17 · Accounts payable and accrued expenses

    beginning of year $400,862 · end of year $9,901

  • 19 · Deferred revenue

    beginning of year $48,000 · end of year $40,500

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $96,958

  • 27 · Net assets without donor restrictions

    beginning of year -$424,862 · end of year $1,485,152

Mission and programs · 2024

Mission

IN THE SPIRIT OF THE FIFTH COMMANDMENT, AS ILLUMINATED BY THE TRADITIONS OF THE JEWISH PEOPLE, OUR MISSION IS TO HONOR OUR ELDERS, BY RESPECTING AND PROMOTING THEIR INDEPENDENCE, SPIRITUAL VIGOR, DIGNITY AND CHOICE, AND BY RECOGNIZING THAT THEY ARE A RESOURCE TO BE CHERISHED. AS PART OF OUR MISSION, WE ACCEPT SPECIAL RESPONSIBILITY FOR THE FRAILEST AND NEEDIEST MEMBERS OF OUR COMMUNITY WHO ARE MOST DEPENDENT ON OUR CARE. EVERYTHING WE DO FLOWS FROM THESE TENETS AND IS FURTHER INSPIRED BY THE DUTY OF TIKKUN OLAM-TO HEAL THE WORLD. WE SEEK TO FULFILL THIS MISSION BY BEING PART OF A COMPLETE AND INTEGRATED SPECTRUM OF THE HIGHEST QUALITY HEALTH CARE AND HOUSING FACILITIES AND SERVICES FOR SENIORS, PRIMARILY THROUGH THE PROVISION OF PHYSICIAN AND RELATED SERVICES.

  • THE RIGHT CARE, RIGHT PLACE, RIGHT TIME INITIATIVE - ALSO KNOWN AS R3 - IS AN INNOVATIVE PROGRAM THAT INTEGRATES WELLNESS TEAMS INTO SENIOR HOUSING COMMUNITIES. IT WAS CREATED BY HEBREW SENIORLIFE TO SUPPORT RESIDENTS IN PROACTIVELY MANAGING THEIR HEALTH BY EFFECTIVELY LINKING HOUSING AND HEALTH CARE. THE GOAL OF R3 IS TO IMPROVE LIVES, REDUCE COSTS, AND HELP SENIORS STAY INDEPENDENT AND AT HOME LONGER.

    Expenses $2,233,040 · Revenue $1,700,024

As filed on the 2024 return.

Listed in Part VII

  • ADAM SCOTT

    CEO (EFFECTIVE 06/2025)

    Total calculated
    $0
    Hours/week
    0.5 + 49.5 related

  • JAMES D HART

    SECRETARY & CHIEF FIN. OFFICER (THRU 11/2024)

    Total calculated
    $599,234
    From this org
    $0
    From related orgs
    $524,960
    Other
    $74,274
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,910 related
    Bonus
    $0 + $88,050 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $68,474 related
    Filer's total
    $0 + $599,234 related

  • LOUIS J WOOLF

    PRESIDENT AND CEO (THRU 7/2023, RETURNED 5/2024 TO 6/2025)

    Total calculated
    $1,170,292
    From this org
    $0
    From related orgs
    $1,111,950
    Other
    $58,342
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $616,452 related
    Bonus
    $0 + $495,498 related
    Other
    $0
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $51,742 related
    Filer's total
    $0 + $1,170,292 related

  • MARK JOHNSON

    SECRETARY & CHIEF FIN. OFFICER (EFFECTIVE 11/2024)

    Total calculated
    $67,412
    From this org
    $0
    From related orgs
    $60,590
    Other
    $6,822
    Hours/week
    0.5 + 49.5 related

  • MARSHA COHEN

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 3 related

  • RICHARD J HENKEN

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 3.1 related

  • ERIC ROGERS

    CHIEF INFORMATION OFFICER

    Total calculated
    $448,002
    From this org
    $0
    From related orgs
    $375,841
    Other
    $72,161
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,962 related
    Bonus
    $0 + $74,879 related
    Other
    $0
    Deferred
    $0 + $5,812 related
    Nontaxable benefits
    $0 + $66,349 related
    Filer's total
    $0 + $448,002 related

  • ERNEST I MANDEL MD

    EVP, HEALTHCARE AND CHIEF MEDICAL OFFICER

    Total calculated
    $613,082
    From this org
    $0
    From related orgs
    $572,249
    Other
    $40,833
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $498,247 related
    Bonus
    $0 + $74,002 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $35,033 related
    Filer's total
    $0 + $613,082 related

  • KATELYN QUYNN

    CHIEF DEV OFF & VP BOARD REL

    Total calculated
    $733,570
    From this org
    $0
    From related orgs
    $675,277
    Other
    $58,293
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $608,390 related
    Bonus
    $0 + $66,887 related
    Other
    $0
    Deferred
    $0 + $4,253 related
    Nontaxable benefits
    $0 + $54,040 related
    Filer's total
    $0 + $733,570 related

  • KATHYRN W TASKER

    CHIEF SPONSORED AWARDS OFFICER

    Total calculated
    $431,064
    From this org
    $0
    From related orgs
    $353,255
    Other
    $77,809
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,075 related
    Bonus
    $0 + $43,180 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $72,009 related
    Filer's total
    $0 + $431,064 related

  • KIMBERLY J BROOKS

    EXECUTIVE VICE PRESIDENT, SENIOR LIVING

    Total calculated
    $579,398
    From this org
    $0
    From related orgs
    $508,858
    Other
    $70,540
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,338 related
    Bonus
    $0 + $74,520 related
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $64,740 related
    Filer's total
    $0 + $579,398 related

  • LEWIS LIPSITZ MD

    DIR, HMIFAR & CHIEF ACAD. OFF

    Total calculated
    $563,316
    From this org
    $0
    From related orgs
    $469,195
    Other
    $94,121
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,195 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,800 related
    Nontaxable benefits
    $0 + $88,321 related
    Filer's total
    $0 + $563,316 related

  • LINDA THOMPSON

    CHIEF PEOPLE OFFICER

    Total calculated
    $529,139
    From this org
    $0
    From related orgs
    $477,336
    Other
    $51,803
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,835 related
    Bonus
    $0 + $77,501 related
    Other
    $0
    Deferred
    $0 + $5,910 related
    Nontaxable benefits
    $0 + $45,893 related
    Filer's total
    $0 + $529,139 related

  • RACHEL LERNER ESQUIRE

    CHIEF LEGAL OFFICER, EXECUTIVE DIRECTOR OF CP

    Total calculated
    $397,484
    From this org
    $0
    From related orgs
    $357,336
    Other
    $40,148
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,336 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,036 related
    Nontaxable benefits
    $0 + $34,112 related
    Filer's total
    $0 + $397,484 related

  • SARAH K SJOSTROM

    CNO AND VP OF PATIENT CARE SERVICES

    Total calculated
    $261,310
    From this org
    $0
    From related orgs
    $197,632
    Other
    $63,678
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,632 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,381 related
    Nontaxable benefits
    $0 + $59,297 related
    Filer's total
    $0 + $261,310 related

  • SARAH L SYKORA

    CHIEF COMM. & PLAN OFFICER

    Total calculated
    $482,184
    From this org
    $0
    From related orgs
    $414,229
    Other
    $67,955
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,828 related
    Bonus
    $0 + $67,401 related
    Other
    $0
    Deferred
    $0 + $4,345 related
    Nontaxable benefits
    $0 + $63,610 related
    Filer's total
    $0 + $482,184 related

  • STEPHANIE SMALL

    EXECUTIVE DIRECTOR - FIREMAN/R3

    Total calculated
    $284,034
    From this org
    $0
    From related orgs
    $224,465
    Other
    $59,569
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,398 related
    Bonus
    $0 + $19,067 related
    Other
    $0
    Deferred
    $0 + $2,812 related
    Nontaxable benefits
    $0 + $56,757 related
    Filer's total
    $0 + $284,034 related

  • TAMMY B RETALIC MS RN

    EVP, LUNDER CAREFORCE INSTITTUTE (EFFECTIVE 3/17/25)

    Total calculated
    $514,473
    From this org
    $0
    From related orgs
    $439,139
    Other
    $75,334
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,642 related
    Bonus
    $0 + $68,497 related
    Other
    $0
    Deferred
    $0 + $5,140 related
    Nontaxable benefits
    $0 + $70,194 related
    Filer's total
    $0 + $514,473 related

  • STEVEN LANDERS

    PRESIDENT AND CEO (7/2023 - 5/2024)

    Total calculated
    $1,092,867
    From this org
    $0
    From related orgs
    $1,057,095
    Other
    $35,772
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,011,661 related
    Bonus
    $0
    Other
    $0 + $45,434 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,772 related
    Filer's total
    $0 + $1,092,867 related

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

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 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 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
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM THE LISTED ORGANIZATION. THESE PAYMENTS WERE TREATED AS TAXABLE WAGES AND INCLUDED IN THEIR CALENDAR YEAR 2024 FORM W-2S. STEVE LANDERS - $593,752 - HEBREW SENIOR LIFE, INC

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.1
Source object
202622259349300137

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