Symmes Life Care Inc D/b/a Brookhaven at Lexington
Nonprofit profile at a glance
- EIN
- 042853296
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Lexington, MA, USA
- Phone
- 7818639660
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Supportive Housing for Older Adults
Reported finances
- Revenue
- $38,239,206
- Expenses
- $36,134,038
- Assets
- $238,465,597
- Liabilities
- $223,481,648
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
24 people listed
Executive titles in this filing
- JAMES M FREEHLING (CEO/PRESIDENT)
Highest reported compensation
- JAMES M FREEHLING (CEO/PRESIDENT): $494,985 total reported compensation
- SUSANNA KIRKPATRICK (EVP/COO): $324,275 total reported compensation
- ERIN FINN (SVP/CFO): $276,168 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization provides housing, meals, wellness programs, healthcare, skilled nursing and other support services to the elderly. The community is comprised of 289 independent living units, 49 assisted care units, and a 12 bed medicare licensed nursing facility.brookhaven has a robust social accountability program to support local community organizations.
What it reported doing in 2024
The independent living program supports residents who can live in private apartments independently in a safe and healthy manner. Housing support services include housekeeping, linen service, one meal per day and an emergency call system. All supportive programming endeavors to incorporate a whole person wellness approach, i.e. Each program includes one or more of the six dimensions of wellness: physical, social, vocational, emotional, intellectual and spiritual. Healthcare support services include an hour per day of assistance with daily living as needed by a personal care assistant, on-site doctor's office hours, support groups and problem solving around issues of aging. At the fiscal year-end, there were 381 within this program.
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 70
- Transparency & Controls: 85
- Accountability: 96
- Sustainability: 58
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.3%; rating input score 74
- Program expense ratio: 85.7%; rating input score 86
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 93.8%; rating input score 94; 27th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 5.5%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 6.6; rating input score 88; 88th percentile among comparable filings
- Liabilities to assets ratio: 0.94; rating input score 8; 8th percentile among comparable filings
- Officer compensation ratio: 5.9%; rating input score 44; 44th percentile among comparable filings
Growth
- Program expense growth: 5.3% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
- Asset growth: 5.7% per year; rating input score 100; 40th percentile among comparable filings
Details
- Where the money goes: 74.3% of revenue deployed · 85.7% of spending went to programs
- Governance: 15 of 16 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $31M in reported program spending
- Leadership: top reported pay $495K · 24 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $5.5M reported
- Consistency: 32 of 32 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 55/100.
- High — Sustainability: Liabilities to assets ratio scored 8/100.
- Moderate — Sustainability: Officer compensation ratio scored 44/100.