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ObjectId: 201402209349301015 - Submission: 2014-08-08
TIN: 04-2765428
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
Attach to Form 990.
See separate instructions.
OMB No. 1545-0047
20
12
Open to Public Inspection
Name of the organization
HRCA SENIOR HOUSING INC
Employer identification number
04-2765428
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
....
1b
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a?
.......
2
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
................
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
...........................
5a
No
b
Any related organization?
.........................
5b
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
...........................
6a
No
b
Any related organization?
.........................
6b
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
.............................
8
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012
Page 2
Schedule J (Form 990) 2012
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation
reported as deferred
in prior Form 990
(i)
Base compensation
(ii)
Bonus & incentive compensation
(iii)
Other reportable compensation
(1)
LOUIS J WOOLF
PRESIDENT & CEO
(i)
(ii)
0
456,206
0
8,841
0
258
0
81,303
0
20,896
0
567,504
0
0
(2)
LEN FISHMAN
CEO (THRU 02/15/13)
(i)
(ii)
0
459,196
0
244,651
0
151,264
0
29,391
0
3,521
0
888,023
0
0
(3)
JAMES D HART
SECRETARY & CFO
(i)
(ii)
0
285,345
0
21,420
0
138
0
4,900
0
20,640
0
332,443
0
0
(4)
ALESSANDRA DE VACA
CHIEF ADMIN. OFFICER (THRU 09/06/13)
(i)
(ii)
0
215,195
0
19,523
0
90
0
4,754
0
20,896
0
260,458
0
0
(5)
FRANCIS X HINCKLEY
CHIEF INFORMATION OFFICER
(i)
(ii)
0
209,436
0
0
0
138
0
3,724
0
20,847
0
234,145
0
0
(6)
KATELYN QUYNN
VICE PRESIDENT OF DEVELOPMENT
(i)
(ii)
0
335,341
0
0
0
138
0
30,336
0
2,383
0
368,198
0
0
(7)
ROBERT J SCHREIBER
MEDICAL DIRECTOR
(i)
(ii)
0
296,339
0
15,787
0
258
0
21,478
0
20,896
0
354,758
0
0
(8)
LEWIS LIPSITZ
DIRECTOR, INSTITUTE
(i)
(ii)
0
304,928
0
0
0
396
0
30,813
0
11,071
0
347,208
0
0
(9)
SHARON K INOUYE
DIRECTOR, AGING BRAIN
(i)
(ii)
0
296,978
0
0
0
258
0
4,900
0
3,521
0
305,657
0
0
(10)
MARY MOSCATO
PRESIDENT, HSL HEALTH CARE
(i)
(ii)
0
249,682
0
0
0
172
0
0
0
19,154
0
269,008
0
0
(11)
JEROME SLATE
MEDICAL DIRECTOR
(i)
(ii)
0
246,071
0
0
0
191
0
615
0
2,554
0
249,431
0
0
Schedule J (Form 990) 2012
Page 3
Schedule J (Form 990) 2012
Page
3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier
Return Reference
Explanation
PART I, LINE 1A
LEN FISHMAN, FORMER CEO WHO LEFT HEBREW SENIORLIFE IN FEBRUARY 2013, RECEIVED A HOUSING ALLOWANCE PROVIDED BY HEBREW SENIORLIFE. IT IS TREATED AS A TAXABLE ITEM, REPORTED AS WAGES PER HIS FORM W-2. ANY 2013 COMPENSATION PRIOR TO HIS RETIREMENT WILL BE REPORTED ON NEXT YEAR'S RETURN. MR. FISHMAN'S OTHER REPORTABLE COMPENSATION INCLUDES THE FOLLOWING ITEM WITH GROSS UP: DISABILITY INSURANCE PREMIUMS. AFTER FEBRUARY 2013, LOUIS WOOLF, CURRENT CEO, HAS BEEN PAID A SIMILAR HOUSING ALLOWANCE.
PART I, LINES 4A-B
ALESSANDRA DE VACA LEFT THE COMPANY VOLUNTARILY ON 9/6/2013. NO SEVERANCE WAS GIVEN. LEN FISHMAN RETIRED ON 2/15/2013. ANY PAYMENTS RELATED TO HIS RETIREMENT WILL BE INCLUDED IN HIS CALENDAR YEAR 2013 COMPENSATION. LOUIS J. WOOLF, PRESIDENT & CEO, RECEIVED A PAYMENT OF $45,000 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE TAX YEAR.
Schedule J (Form 990) 2012
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