2024-02-07T12:40:03-07:00 2023-06-30 990 2022-07-01 310986918 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FRIE 6147641600 6000 Riverside Drive Dublin OH 43017 Rita Doherty Executive Director 6147641600 2024-02-07 Rita Doherty 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z RITA DOHERTY 6000 RIVERSIDE DRIVE DUBLIN OH 43017 36971291 0 X www.fvdublin.org X 1979 OH SEE SCHEDULE O 16 16 562 799 0 0 489837 437994 28862868 34536796 2918807 1623391 167056 168684 32438568 36766865 35000 49000 0 0 13576326 15117101 0 0 155380 18873118 18515281 32484444 33681382 -45876 3085483 168682964 176501466 128001050 129189990 40681914 47311476 To enhance the quality of life for older adults. 0 0 28961650 49000 34689412 OPERATION OF 302 INDEPENDENT LIVING UNITS, A SKILLED NURSING FACILITY WHICH HAS 50 BEDS, OPERATION OF AN ASSISTED LIVING FACILITY WHICH HAS 55 APARTMENTS. ALSO PROVIDED NON-SKILLED HOME CARE TO RESIDENTS WHO CHOOSE FOR SUPPORT. 0 0 0 28961650 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 139 0 1 562 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OH X Friendship Village of Dublin c/o Craig Flickinger 6147641600 6000 Riverside Drive Dublin OH 43017 RITA DOHERTY EXECUTIVE DIRECTOR 40.00 0 X 213576 0 9131 CRAIG FLICKINGER DIRECTOR OF FINANCE 40.00 0 X 165610 0 14993 SETH WHITE ASSOCIATE EXECUTIVE DIRECTOR 40.00 0 X 144074 0 23805 EMILY SMITH-CONLON DIRECTOR OF SALES 40.0 0 X 139417 0 17499 ANGELA VOGAN DIRECTOR OF HUMAN RESOURCES 40.00 0 X 135780 0 14463 NEIL EDELSON SENIOR RESIDENCY COUNSELOR 40.00 0 X 128322 0 14463 JESSICA RIEKER ADMINISTRATOR LICENSED CARE 40.00 0 X 137302 0 4993 BRUCE WALL CHAIR 5.00 0 X X 0 0 0 DEBBIE JOHNSON CHAIR - ELECT 4.00 0 X X 0 0 0 HOWARD ROHLEDER TREASURER 4.00 0 X X 0 0 0 KATHLEEN McGINNIS SECRETARY 4.00 0 X X 0 0 0 RONALD BACHMAN DIRECTOR 3.00 0 X 0 0 0 RICHARD BAKER DIRECTOR 3.00 0 X 0 0 0 KATHRYN BROD DIRECTOR 3.00 0 X 0 0 0 PHILIP COCHRAN DIRECTOR 3.00 0 X 0 0 0 CYNTHIA DOUGHERTY DIRECTOR 3.00 0 X 0 0 0 THOMAS GESSELLS DIRECTOR 3.00 0 X 0 0 0 KAREN ICKES DIRECTOR 3.00 0 X 0 0 0 WILLIAM KONIEWICH DIRECTOR 3.00 0 X 0 0 0 MEDARD LUTMERDING DIRECTOR 3.00 0 X 0 0 0 STEFANIE MORROW DIRECTOR 3.00 0 X 0 0 0 RICH SIMPSON DIRECTOR 3.00 0 X 0 0 0 MICHAEL VASBINDER DIRECTOR 3.00 0 X 0 0 0 RICHARD SCHROCK DIRECTOR 2.00 0 X 0 0 0 1064081 0 99347 14 0 1 0 RUSCILLI CONSTRUCTION 2041 ARLINGATE COLUMBUS OH 43017 CONSTRUCTION SERVICE 5904516 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 895024 ADENA CORPORATION 1310 WEST FOURTH STREET MANSFIELD OH 44906 CONSTRUCTION SERVICE 460258 JMM ARCHITECTS 4685 LARWELL DRIVE COLUMBUS OH 432203620 ARCHITECT SERVICES 456553 SAUER TECHNICAL SERVICES PO BOX 654984 PITTSBURGH PA 152645257 HVAC REPAIR & MAINTENANCE 268115 13 0 0 0 0 147580 290414 0 437994 APARTMENT & AMORTIZATION INCOME 531110 22770318 22770318 0 0 HEALTH CENTER REVENUE 531110 6001108 6001108 0 0 ASSISTING LIVING REVENUE 531110 2064001 2064001 0 0 HOME CARE & AT HOME REVENUE 621610 3701369 3701369 0 0 0 0 0 0 34536796 1204076 0 0 1204076 0 0 0 0 0 0 0 0 373110 0 204426 0 168684 0 168684 152616 0 16068 432552 -13237 0 0 432552 -13237 419315 0 0 419315 0 0 36766865 34689412 0 1639459 49000 49000 379186 379186 11630931 10381050 1136443 113438 159239 85021 73694 524 1856956 623138 1228516 5302 1090789 957579 130433 2777 74205 6763 67442 68330 68330 239792 239792 448998 448998 4693207 4107602 555624 29981 194337 194337 1299465 1299465 22112 16307 5805 36506 19652 16854 2539743 2539743 5472509 5360174 109595 2740 501149 501149 FOOD 1659339 1659339 0 0 REAL ESTATE TAXES 1232804 1207468 24718 618 32785 6014 26771 33681382 28961650 4564352 155380 250300 250300 6066880 3330588 0 1085583 1071858 0 0 0 308576 162313 716615 1047917 175744558 60312321 106137983 115432237 45370408 52617778 724066 786056 8022553 1802419 168682964 176501466 4856827 5026991 0 0 50133050 50195210 57086296 55803146 0 0 152519 113023 0 15772358 18051620 128001050 129189990 X 39998138 46589954 683776 721522 40681914 47311476 168682964 176501466 X 3085483 3499417 0 0 0 44662 X 0 1 X 1 0 X 174089 441906 599695 489837 437994 2143521 31248367 32813684 32061416 34653619 40260941 171038027 31422456 33255590 32661111 35143456 40698935 173181548 5600 5750 6525 11450 11805 41130 5600 5750 6525 11450 11805 41130 173140418 1123081 1087266 857901 998113 1220144 5286505 1123081 1087266 857901 998113 1220144 5286505 32545537 34342856 33519012 36141569 41919079 178468053 0.97015 0.96853 0.02962 0.03126 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1768 1768 0 Schedule C, Part II-B, Line 1 THE ORGANIZATION IS A MEMBER OF LEADING AGE; A PORTION OF THE DUES PAYMENT TO LEADING AGE OHIO AND LEADING AGE NATIONAL GOES TOWARDS LOBBYING ACTIVITIES. MEMBERSHIP DUES IN THE AMOUNT OF $27,450 WERE PAID TO LEADING AGE: 6.44% ($1,768) OF THE DUES RELATED TO LOBBYING. 683776 180168 56716 51700 147437 0 721523 861362 200594 -129607 36670 211903 0 683776 639101 233769 168988 24915 155581 0 861362 648519 131273 10970 17500 134161 0 639101 777591 55579 80812 22737 242926 0 648319 0 0 1 0 0 0 3986624 3986624 0 156642679 50684448 105958231 0 0 0 0 0 7807948 5034348 2773600 0 7307307 4593525 2713782 115432237 0 REFUNDABLE ENTRANCE FEES R.O.C. 17267293 ENTRANCE FEE DEPOSITS 708343 ENTRANCE FEE REFUND PAYABLE 69340 GIFT ANNUITY PAYABLE 6644 18051620 Schedule D, Part V, Line 4 THE FRIENDSHIP VILLAGE RESIDENTS BENEVOLENT FUND WAS CREATED TO PROVIDE REVENUE TO OFFSET THE COST FOR LIFE CARE RESIDENTS WHO HAVE OUTLIVED THEIR PERSONAL FINANCIAL MEANS. THE SCHOLARSHIP FUND WAS CREATED TO SUPPORT SELECTED ASSOCIATES AND/OR THEIR LEGAL DEPENDENTS AS THEY SEEK A COLLEGE EDUCATION OR ADVANCED CERTIFICATION. THE FRIENDSHIP VILLAGE HEALTH SERVICES FUND WAS CREATED TO PROVIDE ADDITIONAL FINANCIAL RESOURCES TO HELP SECURE THE PRESENT AND FUTURE HEALTH AND COMFORT OF THE RESIDENTS. UNLESS OTHERWISE INDICATED, CONTRIBUTIONS TO THE FRIENDSHIP VILLAGE HEALTH SERVICES FUND WILL BE CREDITED TOWARDS PURCHASING SPECIALIZED EQUIPMENT, FACILITIES IMPROVEMENTS AND RELATED EXPENDITURES IN THE FOLLOWING AREAS: 1. HEALTH CENTER 2. ASSISTED LIVING 3. HOME CARE SERVICES 4. WELLNESS CENTER. 1 SEE SCHEDULE I, PART IV, STATEMENT 1 14 49000 0 Schedule I, Part I, Line 2 IT IS THE ROLE OF THE SCHOLARSHIP SELECTION COMMITTEE TO DETERMINE WHICH CANDIDATES FROM A QUALIFIED POOL OF APPLICANTS WILL RECEIVE SCHOLARSHIPS IN ANY GIVEN YEAR. IT IS THE ROLE OF THE CHARTIABLE GIVING ADVISORY COMMITTEE TO DETERMINE AGGREGATE AMOUNTS TO BE DISTRIBUTED BY THE SCHOLARSHIP COMMITTEE. THE COMMITTEE WILL REVIEW APPLICATIONS AND THE SCHOOLS LISTED TO DETERMINE ELIGIBILITY. FRIENDSHIP VILLAGE OF DUBLIN, OHIO, INC. FOLLOWS ITS FRIENDSHIP VILLAGE OF DUBLIN SCHOLARSHIP FUND SPENDING PROCEDURE THROUGHOUT THE ENTIRE PROCESS FROM SELECTION TO ISSUANCE OF FUNDS. FUNDS ISSUED ARE VIA A CHECK MADE PAYABLE TO BOTH THE RECIPIENT AND THE COLLEGE OR UNIVERSITY THEY ARE ATTENDING SO SCHOLARSHIPS ARE USED FOR THEIR INTENDED PURPOSES. X X 0 0 0 0 0 0 0 1 0 RITA DOHERTY EXECUTIVE DIRECTOR 180246 0 33330 0 0 0 0 0 9828 0 223404 0 0 0 CRAIG FLICKINGER DIRECTOR OF FINANCE 150608 0 15002 0 0 0 4318 0 10675 0 180603 0 0 0 Schedule J, Part I, Line 7 BONUS PAYMENTS ARE BASED ON GOALS SET EACH YEAR BY THE EXECUTIVE DIRECTOR AND DEPARTMENT DIRECTORS. AMOUNTS ARE DETERMINED AT THE END OF TH PERFORMANCE YEAR AND MAYBE SUBJECT TO BOARD ADJUSTMENT. A FRANKLIN COUNTY OHIO 316400067 353180JQ6 2014-12-03 25004402 REFUND AND RETIRE THE OUTSTANDING PRINCIPAL OF THE 2004B REVENUE BONDS & FUND CONSTRUCTION COSTS OF 0 0 0 B FRANKLIN COUNTY OHIO 316400067 2016-09-29 38482726 REFUND THE OUTSTANDING PRINCIPAL AMOUNT OF THE 2004A REVENUE BONDS & FUND NEW IL CONSTRUCTION 0 0 0 A 0 0 25004650 0 0 17460000 500088 0 0 7044314 0 0 2015 1 0 1 1 B 0 0 38482726 0 0 5982726 0 0 0 32500000 0 0 2018 1 0 0 1 A 0 0 1 1 0 0 0 0 0 0 1 B 0 0 1 1 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 0 B 0 1 1 0 1 0 0 0 0 A 1 B 1 Form 990, Part I, Line 1 DESCRIPTION OF ORGANIZATION: PROVIDED 302 INDEPENDENT LIVING RESIDENCY APARTMENTS, 55 ASSISTED LIVING RESIDENCY APARTMENTS, INCLUDING 26 DEDICATED MEMORY CARE, AND MAINTAINED A 50 BED HEALTH CENTER. PROVIDED NON-SKILLED HOME CARE SERVICES TO OUR RESIDENTS OVERALL HEALTH AND QUALITY OF LIFE, PROVIDED USE OF FACILITIES TO RESIDENT FAMILIES FOR FAMILY GATHERINGS, MEMORIAL SERVICES, AND TO VARIOUS AGED AND HEALTH ASSOCIATIONS FOR MEDICAL EVENTS AND EXHIBITS. AT HOME SERVICES ARE PROVIDED TO LOCAL SENIORS WHO WISH TO STAY IN THEIR HOMES LONG TERM. IN ADDITION, FRIENDSHIP VILLAGE PROVIDES MONTHLY DISCOUNTS TO RESIDENTS WHO MEET CERTAIN CRITERIA UNDER ITS HARDSHIP DISCOUNT POLICY. UNDER THE POLICY, RESIDENTS MUST SUBMIT AN APPLICATION FOR THE DISCOUNT, WHICH IS REVIEWED AND APPROVED OR DENIED BASED ON INDIVIDUAL CIRCUMSTANCES. HARDSHIP DISCOUNTS TOTALING $78,826 WERE PROVIDED DURING THE PERIOD. Form 990, Part VI, Section B, Line 11b THE FULL BOARD OF TRUSTEES RECEIVES A COPY FOR REVIEW PRIOR TO FILING BUT THE FINANCE AND INSURANCE COMMITTEE OF THE BOARD IS DELEGATED THE RESPONSIBILITY OF FULL REVIEW WITH THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR. Form 990, Part VI, Section B, Line 12c ALL CLASSES OF ASSOCIATES ARE INCLUDED IN THE CONFLICT OF INTEREST POLICY. TRAINING IS PROVIDED ANNUALLY TO ALL ASSOCIATES ON DISCLOSURE OF UNETHICAL PRACTICES AND POSITIVE WORKPLACE ENVIRONMENT. THIS PROCESS IS GOVERNED BY DEPARTMENT DIRECTORS AND THE EXECUTIVE DIRECTOR. SHOULD A CONFLICT OF INTEREST BE IDENTIFIED, IT IS DISCUSSED WITH THE EXECUTIVE DIRECTOR AND NECESSARY ACTION IS TAKEN TO ELIMINATE THE CONFLICT OF INTEREST. A QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS ANNUALLY IN DECEMBER, AS WELL AS NEW BOARD MEMBERS, IN THE FIRST MONTH THEY JOIN THE BOARD OF TRUSTEES REQUIRING A SIGNATURE ON THE FORM AND DISCLOSURE OF ANY CONFLICT OF INTEREST. THESE FORMS ARE MONITORED BY THE BOARD SECRETARY. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST ON A SPECIFIC ISSUE, THEY ABSTAIN FROM VOTING. Form 990, Part VI, Section B, Line 15 THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. INPUT IN PROVIDED FROM ALL BOARD OF TRUSTEE MEMBERS AND OTHER KEY LEADERSHIP WITHIN THE VILLAGE AS PART OF THE REVIEW PROCESS. INDUSTRY WIDE WAGE COMPARISON FOR EXECUTIVE DIRECTOR POSITIONS IN SIMILAR SIZE AND FUNCTION ORGANIZATIONS. THIS PROCESS INCLUDES SUBSTANSIATION OF THE DELIBERATION AND DECISION-MAKING PROCESS. THE WAGE EVALUATION WAS LAST PERFORMED AS OF FEBRUARY 2022 WHEN THE EXECUTIVE DIRECTOR WAS HIRED TO BECOME A FRIENDSHIP VILLAGE EMPLOYEE. THE DEPARTMENT DIRECTORS ARE EVALUATED ANNUALLY BY THE EXECUTIVE DIRECTOR. TO DETERMINE DIRECTOR LEVEL COMPENSATION FVD PERFORMED A COMPREHENSIVE WAGE ANALYSIS AND DEVELOPED A COMMUNITY PAY STRUCTURE. LEADING AGE SALARY AND BENEFITS DATA AND PAY FACTORS SALARY DATA, WERE USED TO CALCUATE VALUES FOR ALL POSITIONS. COMPENSATION DECISIONS ARE REFLECTED IN FORMAL EVALUATION DOCUMENTS. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW BY APPOINTMENT AT 6000 RIVERSIDE DRIVE, DUBLIN OHIO 43017 Form 990, Part XI, Line 9 CHANGE IN SWAP VALUE $6,916 AND INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS $37,746 BIRCHTON LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 261186696 HOLD AND DEVELOP REAL ESTATE OH 320132 2709489 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC TRIANGLE HOUSING LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 HOLD AND DEVELOP REAL ESTATE OH 0 548714 BIRCHTON LLC FRIENDSHIP VILLAGE OF DUBLIN HOME CARE LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 471284626 HOME CARE SERVICES OH 1667278 567142 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FRIENDSHIP AT HOME LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 474000431 PROVIDE CONTINUING CARE AT HOME FOR LOCAL SENIORS OH 807529 5454944 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FVD VENTURES INC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 920734838 OWN, DEVELOP, RENT MULTIFAMILY APARTMENT UNITS OH 0 1005000 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC