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ObjectId: 201712279349301916 - Submission: 2017-08-15
TIN: 04-2104298
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" on Form 990, Part IV, line 23.
Attach to Form 990.
Information about Schedule J (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
15
Open to Public Inspection
Name of the organization
Hebrew Rehabilitation Center
Employer identification number
04-2104298
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 on 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
directors, trustees, officers, including 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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
Yes
b
Any related organization?
5b
Yes
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on 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
Yes
b
Any related organization?
.........................
6b
Yes
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on 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
Yes
8
Were any amounts reported on 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" on 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) 2015
Page 2
Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i)
Base compensation
(ii)
Bonus & incentive compensation
(iii)
Other reportable compensation
1
JAMES D HART
CFO & SECRETARY
(i)
(ii)
0
-------------
301,559
0
-------------
0
0
-------------
258
0
-------------
5,100
0
-------------
54,921
0
-------------
361,838
0
-------------
0
2
MARY MOSCATO
President, HSL Health Care Srv
(i)
(ii)
333,785
-------------
0
0
-------------
0
396
-------------
0
5,100
-------------
0
51,925
-------------
0
391,206
-------------
0
0
-------------
0
3
ROBERT J SCHREIBER
MEDICAL DIRECTOR
(i)
(ii)
289,623
-------------
0
0
-------------
0
268
-------------
0
5,100
-------------
0
54,331
-------------
0
349,322
-------------
0
0
-------------
0
4
LEWIS LIPSITZ
Director, IFAR
(i)
(ii)
328,136
-------------
0
0
-------------
0
396
-------------
0
5,100
-------------
0
52,911
-------------
0
386,543
-------------
0
0
-------------
0
5
HASSAN ARIF
HOSPITALIST
(i)
(ii)
277,801
-------------
0
0
-------------
0
93
-------------
0
4,175
-------------
0
50,448
-------------
0
332,517
-------------
0
0
-------------
0
6
GREGORY TOOT
COO, THRU DECEMBEr 2015
(i)
(ii)
209,271
-------------
0
0
-------------
0
138
-------------
0
0
-------------
0
14,022
-------------
0
223,431
-------------
0
0
-------------
0
7
SHARON K INOUYE
SR. SCIENTIST/ DIRECTOR
(i)
(ii)
338,581
-------------
0
0
-------------
0
258
-------------
0
5,100
-------------
0
27,435
-------------
0
371,374
-------------
0
0
-------------
0
8
FRANCIS X HINCKLEY
FORMER CIO
(i)
(ii)
0
-------------
129,223
0
-------------
0
0
-------------
99
0
-------------
1,673
0
-------------
21,721
0
-------------
152,716
0
-------------
0
9
HELEN CHEN
CHIEF MEDICAL OFFICER
(i)
(ii)
316,410
-------------
0
26,267
-------------
0
138
-------------
0
5,100
-------------
0
37,654
-------------
0
385,569
-------------
0
0
-------------
0
10
KATELYN QUYNN
VP, DEVELOPMENT
(i)
(ii)
0
-------------
348,311
0
-------------
17,158
0
-------------
258
0
-------------
5,100
0
-------------
43,857
0
-------------
414,684
0
-------------
0
11
LOUIS J WOOLF
President & CEO
(i)
(ii)
0
-------------
645,275
0
-------------
87,466
0
-------------
396
0
-------------
55,100
0
-------------
80,412
0
-------------
868,649
0
-------------
0
12
ERIC ROGERS
CIO, from april 2016
(i)
(ii)
153,114
-------------
0
0
-------------
0
90
-------------
0
2,838
-------------
0
46,625
-------------
0
202,667
-------------
0
0
-------------
0
Schedule J (Form 990) 2015
Page 3
Schedule J (Form 990) 2015
Page
3
Part III
Supplemental Information
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.
Return Reference
Explanation
SUPPLEMENTAL COMPENSATION INFORMATION
SCHEDULE J, PART I, LINE 3 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 FORM 990, Schedule J, Part I, Line 4a Gregory Toot received severance in the amount of $45,301, which is equivalent to three months of Mr. Toot's base salary. This amount is included in Gregory Toot's compensation on Schedule J, Part II. FORM 990, SCHEDULE J, PART I, LINE 4B Louis Woolf, President and CEO, participated in a 457(f) supplemental retirement plan that included $50,000 of employer contribution during the year. This amount is included in the deferred compensation section showing in Part VII. SCHEDULE J, PART I, LINES 5, 6, & 7 EACH YEAR, HRC WITHHOLDS A PORTION OF ITS SENIOR LEADERSHIP'S COMPENSATION TO CREATE AN "AT RISK" BONUS, WHICH IS THEN PAID, ON AN INCENTIVE BASIS, TO ITS SENIOR LEADERSHIP WHEN TARGET GOALS ARE REACHED. BEFORE ANY BONUS IS PAID OUT UNDER THIS ARRANGEMENT, HSL'S COMPENSATION COMMITTEE REVIEWS THE FINANCIAL POSITION OF THE ORGANIZATION AND, IF FEASIBLE, WILL APPROVE BONUSES TO ELIGIBLE SENIOR LEADERSHIP. BONUSES ARE BUDGETED EACH YEAR AS A PERCENTAGE OF THE ELIGIBLE EMPLOYEE'S BASE WAGES. THE PERCENTAGE PAYABLE RANGES FROM 5 TO 15 PERCENT. THE FOLLOWING EMPLOYEES RECEIVED BONUSES PAID OUT UNDER HRC'S BONUS ARRANGEMENT IN 2015: HELEN CHEN $26,267 THIS AMOUNT IS INCLUDED IN BONUS & INCENTIVE COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J (Form 990) 2015
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