2025-04-15T09:03:33-07:00 2024-06-30 990 2023-07-01 310986918 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FRIE 6147641600 6000 Riverside Drive Dublin OH 43017 Rita Doherty Chief Executive Officer 6147641600 2025-04-15 1 2023 2025-03-06 01:10:19Z RITA DOHERTY 6000 RIVERSIDE DRIVE DUBLIN OH 43017 42330808 0 X www.fvdublin.org X 1979 OH SEE SCHEDULE O 16 16 614 450 0 0 437994 446372 34536796 39147263 1623391 2343641 168684 195205 36766865 42132481 49000 49000 0 0 15117101 17211034 0 0 203258 18515281 20857965 33681382 38117999 3085483 4014482 176501466 185265329 129189990 129135679 47311476 56129650 TO CARE FOR, ENGAGE, AND INSPIRE OUR COMMUNITY TO REIMAGINE AND MAXIMIZE QUALITY OF LIFE AT EVERY AGE. 0 0 32799286 49000 39324217 OPERATION OF 302 INDEPENDENT LIVING UNITS, A SKILLED NURSING FACILITY WHICH HAS 50 BEDS, OPERATION OF AN ASSISTED LIVING FACILITY WHICH HAS 55 APARTMENTS WITH A 26 APARTMENT MEMORY CARE UNIT. ALSO PROVIDED NON-SKILLED HOME CARE TO RESIDENTS WHO CHOOSE FOR SUPPORT. 0 0 0 32799286 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 1 141 0 1 614 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 CHIEF EXECUTIVE OFFICER 40.00 0 X 264432 0 21933 CRAIG FLICKINGER CHIEF FINANCIAL OFFICER 40.00 0 X 164763 0 21123 ANGELA VOGAN DIRECTOR OF HUMAN RESOURCES 40.00 0 X 145184 0 18700 SETH WHITE ASSOCIATE EXECUTIVE DIRECTOR 40.00 0 X 128129 0 32404 NEIL EDELSON SENIOR RESIDENCY COUNSELOR 40.00 0 X 136811 0 18672 JESSICA RIEKER CHIEF OPERATING OFFICER 40.00 0 X 146706 0 5375 LEE MEREDITH DIRECTOR OF STRATEGIC COMMUNICATION & MKTING 40.00 0 X 127663 0 15846 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 KATHRYN BROD DIRECTOR 3.0 0 X 0 0 0 PHILIP COCHRAN DIRECTOR 3.0 0 X 0 0 0 CYNTHIA DOUGHERTY DIRECTOR 3.0 0 X 0 0 0 THOMAS GESSELLS DIRECTOR 3.0 0 X 0 0 0 KAREN ICKES DIRECTOR 3.0 0 X 0 0 0 MEDARD LUTMERDING DIRECTOR 3.0 0 X 0 0 0 STEFANIE MORROW DIRECTOR 3.0 0 X 0 0 0 MICHAEL VASBINDER DIRECTOR 3.0 0 X 0 0 0 RICH SIMPSON DIRECTOR 3.0 0 X 0 0 0 RICHARD BAKER DIRECTOR 3.0 0 X 0 0 0 WILLIAM KONIEWICH DIRECTOR 3.0 0 X 0 0 0 1113688 0 134053 14 0 1 0 RUSCILLI CONSTRUCTION 2041 ARLINGATE COLUMBUS OH 43017 CONSTRUCTION SERVICE 2850844 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 1226291 ADENA CORPORATION 1310 WEST FOURTH STREET MANSFIELD OH 44906 CONSTRUCTION SERVICE 667870 SAUER TECHNICAL SERVICES PO BOX 654984 PITTSBURGH PA 152645257 HVAC REPAIR & MAINTENANCE 617306 REGAL FLOORING & GRANITE 7450 INDUSTRIAL PARKWAY PLAIN CITY OH 43064 CONSTRUCTION FLOORING 293326 8 0 0 0 0 102353 344019 0 446372 APARTMENT & AMORTIZATION INCOME 531110 23872626 23872626 0 0 HEALTH CENTER REVENUE 531110 7111163 7111163 0 0 ASSISTED LIVING REVENUE 531110 4427478 4427478 0 0 HOME CARE & AT HOME REVENUE 621610 3735996 3735996 0 0 0 0 0 0 39147263 1348394 0 0 1348394 0 0 0 0 0 0 0 0 393532 0 198327 0 195205 0 195205 176954 0 18251 995247 0 0 0 995247 0 995247 0 0 995247 0 0 42132481 39324217 0 2361892 49000 49000 429195 429195 13585233 12099055 1323433 162745 169561 101840 67036 685 1764422 552562 1205908 5952 1262623 1112619 146876 3128 35011 35011 69450 69450 279350 279350 454442 454442 5344355 4833383 485362 25610 408052 269263 138789 1360220 1360220 24228 15362 8866 31572 31572 2798247 2740883 55965 1399 5922125 5800558 118602 2965 678711 0 678711 0 FOOD 1802510 1802510 0 0 REAL ESTATE TAXES 1544171 1512437 30960 774 BAD DEBT EXPENSE 51600 51600 0 0 53921 11980 41941 0 38117999 32799286 5115455 203258 250300 250300 3330588 6848578 0 0 1071858 1222065 0 0 0 0 0 0 162313 160941 1047917 895278 176509204 65927425 115432237 110581779 52617778 60073818 786056 964794 0 0 1802419 4267776 176501466 185265329 5026991 5356866 0 0 50195210 52708518 55803146 53792112 0 0 0 0 113023 113328 0 0 18051620 17164855 129189990 129135679 X 46589954 55329685 721522 799965 47311476 56129650 176501466 185265329 X 4014482 4727540 0 0 0 76152 X 0 1 X 1 0 X 441906 599695 489837 437994 446372 2415804 32813684 32061416 34653619 40260941 43739231 183528891 33255590 32661111 35143456 40698935 44185603 185944695 5750 6525 11450 11805 13759 49289 5750 6525 11450 11805 13759 49289 185895406 1087266 857901 998113 1220144 1741926 5905350 1087266 857901 998113 1220144 1741926 5905350 34342856 33519012 36141569 41919079 45927529 191850045 0.96896 0.97015 0.03078 0.02962 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 18752 0 0 1 1807 20559 0 Schedule C, Part II-B, Line 1 FRIENDSHIP VILLAGE OF DUBLIN ENGAGED CIVIL ENGINEERS ($10,351) TO INVESTIGATE THE FEASIBLITY OF CONNECTING OUR CAMPUS WITH THE BRIDGE PARK COMMUNITY VIA A SHARED USE PATH FOR WALKERS, BICYCLES, AND OTHER MODES OF TRANSPORTATION. THIS ENGAGEMENT LED TO A SERIES OF CONVERSATIONS BETWEEN VARIOUS JURISDICTIONS THAT CONTROL THE ROADWAY (RIVERSIDE DRIVE/SR33) WHICH CONNECTS FVD AND BRIDGE PARK. THOSE CONVERSATIONS INCLUDED REPRESENTATIVES FROM THE CITIES OF COLUMBUS AND DUBLIN, PERRY TOWNSHIP, OHIO DEPARTMENT OF TRANSPORTATION, AND NEIGHBORHOOD REPRESENTATIVES. FVD ALSO ENGAGED TWO CONSULTING FIRMS ($8,401) TO ASSIST WITH THE MEETINGS WITH THE JURISDICTIONS LISTED ABOVE. ALSO, FRIENDSHIP VILLAGE OF DUBLIN IS A MEMBER OF LEADING AGE WHICH IS THE NON-PROFIT TRADE ASSOCIATION. A PORTION OF THE DUES PAYMENT TO LEADING AGE OHIO AND LEADING AGE NATIONAL GOES TOWARDS LOBBYING ACTIVITIES. MEMBERSHIP DUES IN THE AMOUNT OF $29,325 WERE PAID TO LEADING AGE: 6.16% ($1,807) OF THE DUES RELATED TO LOBBYING. 721523 236648 54429 48044 166881 0 797675 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 0 0 1 0 0 0 3555394 3555394 0 156786527 55198406 101588121 0 0 0 0 0 8478733 5666103 2812630 0 7688550 5062916 2625634 110581779 0 REFUNDABLE ENTRANCE FEES R.O.C. 16038690 ENTRANCE FEE DEPOSITS 860782 ENTRANCE FEE REFUND PAYABLE 261221 GIFT ANNUITY PAYABLE 4162 17164855 46899635 4727540 0 0 39614 4767154 42132481 0 0 0 42132481 38157613 0 0 0 39614 39614 38117999 0 0 0 38117999 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. Schedule D, Part XI, Line 2d RENTAL EXPENSE & BEAUTY SHOP EXPENSE INCLUDED IN AUDIT EXPENSE BUT RECLASS TO PART VIII LINE 6B = ($198,327). NET ASSETS RELEASED INCLUDED IN OTHER EXPENSE AS REVENUE BUT RECLASS TO PART VIII LINE 1F = $158,713. Schedule D, Part XII, Line 2d RENTAL EXPENSE & BEAUTY SHOP EXPENSE INCLUDED IN AUDIT EXPENSE BUT RECLASS TO PART VIII LINE 6B = $198,327. NET ASSETS RELEASED INCLUDED IN OTHER EXPENSE AS REVENUE BUT RECLASS TO PART VIII 1F = ($158,713). 1 SEE SCHEUDULE 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 CHARITABLE GIVING ADVISORY COMMITTEE TO DETERMINE AGGEGRATE AMOUNTS TO BE DISTRIBUTED BY THE SCHOLARSHIP COMMITTEE. THE COMMITTEE WILL REVIEW APPLICATIONS AND THE SCHOOLS LISTED TO DETERMINE ELIGIBLITY. 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 RECEIPIENT AND THE COLLEGE OR UNIVERSITY THEY ARE ATTENDING SO SCHOLARSHIPS ARE USED FOR INTENDED PURPOSES. X X 0 0 0 0 0 0 0 1 0 RITA DOHERTY CHIEF EXECUTIVE OFFICER 209504 0 54928 0 0 0 6038 0 15894 0 286364 0 0 0 CRAIG FLICKINGER CHIEF FINANCIAL OFFICER 144547 0 20216 0 0 0 4637 0 16485 0 185885 0 0 0 Schedule J, Part I, Line 7 BONUS PAYMENTS ARE BASED ON GOALS SET EACH YEAR BY THE CHIEF EXECUTIVE OFFICER AND DEPARTMENT DIRECTORS. AMOUNTS ARE DETERMINED AT THE END OF THE FISCAL YEAR AND MAY BE 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 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 $47,379 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 RESPONSIBLITY OF FULL REVIEW WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. 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 CHIEF EXECUTIVE OFFICER. SHOULD A CONFLICT OF INTEREST BE IDENTIFIED, IT IS DISCUSSED WITH THE CHIEF EXECUTIVE OFFICER AND NECESSARY ACTION IS TAKEN TO ELIMINATE THE CONFLICT OF INTEREST. A QUESTIONNNAIRE IS SENT TO ALL BOARD MEMBERS ANNUALLY, AS WELL AS NEW BOARD MEMBERS, IN THE FIRST MONTH THEY JOIN THEY 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 CHIEF EXECUTIVE OFFICER (CEO) IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. INPUT IS PROVIDED FROM ALL BOARD OF TRUSTEE MEMBERS AS PART OF THE REVIEW PROCESS. INDUSTRY WIDE WAGE COMPARISON FOR CEO POSITIONS OF SIMILAR REVENUE SIZE AND FUNCTION ORGANIZATIONS. THIS PROCESS INCLUDES SUBSTANSIATION OF THE DELIBERATION AND DECISION-MAKING PROCESS. THE WAGE EVALUATION WAS LAST PERFORMED AS OF JUNE 2024. THE DEPARTMENT DIRECTORS ARE EVALUATED ANNUALLY BY THE CEO. TO DETERMINE DIRECTOR LEVEL COMPENSATION FRIENDSHIP VILLAGE 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 CALCULATE VALUES FOR ALL POSITIONS. COMPENSATION DECISIONS ARE REFLECTED IN FORMAL EVALUATION DOCUMENTS. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. 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 INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS $76,152. BIRCHTON LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 261186696 HOLD AND DEVELOP REAL ESTATE OH 334382 2477383 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 1990012 842557 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 967724 6798608 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