SYMMES LIFE CARE INC D/B/A BROOKHAVEN AT LEXINGTON

EIN: 042853296 501(c)(3) Human Services

LEXINGTON, MA

Total Revenue
$38,239,206
Total Expenses
$36,134,038
Total Assets
$238,465,597
Net Assets
$14,983,949
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MA
Principal Officer
JAMES M FREEHLING
Phone
7818639660
Tax Period
2024-10-01 to 2025-09-30

SYMMES LIFE CARE INC D/B/A BROOKHAVEN AT LEXINGTON, founded in 1984, is a mid-sized nonprofit in the Human Services sector that reported $38.2M in total revenue in fiscal year 2024. Expenses of $36.1M left a modest 6% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $25,466,283 Revenue: $30,215,613

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...

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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.

Program 2
Expenses: $3,373,861 Revenue: $3,549,769

THE ASSISTED CARE PROGRAM PROVIDES HOUSING AND SUPPORT SERVICES TO RESIDENTS WITH MILD COGNITIVE AND/OR PHYSICAL IMPAIRMENT WHO CAN NOT LIVE INDEPENDENTLY. ALL THE BENEFITS AND PROGRAMMING OF...

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THE ASSISTED CARE PROGRAM PROVIDES HOUSING AND SUPPORT SERVICES TO RESIDENTS WITH MILD COGNITIVE AND/OR PHYSICAL IMPAIRMENT WHO CAN NOT LIVE INDEPENDENTLY. ALL THE BENEFITS AND PROGRAMMING OF INDEPENDENT LIVING ARE AVAILABLE TO RESIDENTS IN ASSISTED CARE. ADDITIONAL SERVICES INCLUDE THREE MEALS A DAY, BOOKING OF APPOINTMENTS AND TRANSPORTATION, CARE PLANNING, AND MEDICATION MANAGEMENT. THE UNIT IS STAFFED BY A PERSONAL CARE ASSISTANT 24 HOURS PER DAY. A NURSE IS AVAILABLE 24 HOURS PER DAY AND IS RESPONSIBLE FOR INDIVIDUAL CARE PLANNING AND ONGOING MEDICAL CONSULTATION. AT THE FISCAL-YEAR END THERE WERE 47 WITHIN THIS PROGRAM.

Program 3
Expenses: $2,127,305 Revenue: $1,040,186

THE SKILLED NURSING FACILITY PROVIDES PRIVATE AND SEMI-PRIVATE ROOM & BOARD ACCOMMODATIONS AND THREE MEALS PER DAY. ALL THE BENEFITS AND PROGRAMMING OF INDEPENDENT LIVING AND ASSISTED CARE ARE...

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THE SKILLED NURSING FACILITY PROVIDES PRIVATE AND SEMI-PRIVATE ROOM & BOARD ACCOMMODATIONS AND THREE MEALS PER DAY. ALL THE BENEFITS AND PROGRAMMING OF INDEPENDENT LIVING AND ASSISTED CARE ARE AVAILABLE TO RESIDENTS OF THE HEALTH CENTER. ADDITIONAL BENEFITS IN THE HEALTH CENTER INCLUDE 24 HOUR PER DAY SKILLED NURSING CARE, SOCIAL SERVICES, RESTORATIVE THERAPIES, THERAPEUTIC MEALS, ON-SITE ANCILLARY SERVICES, SUCH AS PODIATRY AND LABORATORY SERVICES AND PHYSICIAN SERVICES. ACTIVITIES PROGRAMMING IS BOTH INDIVIDUALIZED AND GROUP ORIENTED. AT THE FISCAL YEAR-END THERE WERE 6 WITHIN THIS PROGRAM.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $82,454
Program Service Revenue $35,166,165
Investment Income $2,961,035
Other Revenue $29,552
TOTAL REVENUE $38,239,206

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,206,623
Fundraising Expenses $0
Program Expenses $30,967,449
Other Expenses $19,927,415
TOTAL EXPENSES $36,134,038

Year-over-Year Comparison

2024 2023 Change
Revenue $38,239,206 $39,157,263 0.0%
Expenses $36,134,038 $34,345,643 +0.1%
Net Income $2,105,168 $4,811,620 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
15
Employees
313
Volunteers
51

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$771,153
Total Directors
16
$494,985
Key Employees
2
$524,555
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES M FREEHLING CEO/PRESIDENT 40.00
Officer Director
$455,479 $39,506 $494,985
PAMELA MCNAMARA CHAIR 5.00
Director
$0 $0 $0
CHERIE NOE MD VICE CHAIR 3.00
Director
$0 $0 $0
NORMAN COHEN SECRETARY 3.00
Director
$0 $0 $0
ERIC SCHWARTZ TREASURER 5.00
Director
$0 $0 $0
ROBERT COHEN TRUSTEE 1.00
Director
$0 $0 $0
RALPH DUNHAM TRUSTEE 1.00
Director
$0 $0 $0
GERALD HARRIS MD TRUSTEE 1.00
Director
$0 $0 $0
JAMES HOYTE TRUSTEE 1.00
Director
$0 $0 $0
JEANNE KRIEGER TRUSTEE 1.00
Director
$0 $0 $0
PETER LEE TRUSTEE 1.00
Director
$0 $0 $0
WALTER LEUTZ PHD TRUSTEE 1.00
Director
$0 $0 $0
PAMELA MILLER TRUSTEE 1.00
Director
$0 $0 $0
BURT M PERLMUTTER MD TRUSTEE 1.00
Director
$0 $0 $0
RODERIC ROLETT TRUSTEE 5.00
Director
$0 $0 $0
JAMES SHAW TRUSTEE 1.00
Director
$0 $0 $0
ERIN FINN SVP/CFO 40.00
Officer
$261,365 $14,803 $276,168
SUSANNA KIRKPATRICK EVP/COO 40.00
Key Emp
$298,886 $25,389 $324,275
KIMBERLY PRATT VP/CHRO 40.00
Key Emp
$161,933 $38,347 $200,280
JOSEPHINE CRONIN DIRECTOR OF RESIDENT NURSING SERVICES 40.00
Highest
$166,023 $9,428 $175,451
CHRISTOPHER MONTI DIRECTOR OF DINING SERVICE 40.00
Highest
$153,938 $9,709 $163,647
VANESSA VEGA DIRECTOR OF ANDOVER ASSISTED CARE 40.00
Highest
$151,378 $9,677 $161,055
KRISTEN KENNEY DIRECTOR OF MARKETING 40.00
Highest
$142,675 $1,087 $143,762
MICHAEL BRENNAN DIRECTOR OF PLANT MAINTENANCE 40.00
Highest
$145,588 $30,009 $175,597
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $38,239,206 $36,134,038 $238,465,597 $2,105,168
2024 $39,157,263 $34,345,643 $219,553,466 $4,811,620
2023 $33,832,028 $32,993,310 $202,636,650 $838,718
2022 $31,035,434 $31,614,495 $195,262,615 $-579,061
2021 $30,707,208 $30,236,520 $201,298,208 $470,688
2020 $26,155,048 $26,602,661 $184,880,032 $-447,613
2019 $22,509,233 $23,826,404 $161,965,154 $-1,317,171
2018 $29,880,239 $23,438,453 $146,694,476 $6,441,786
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