2025-04-22T17:28:02-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2024-01-01 310920577 FRIENDS HEALTH CARE ASSOCIATION INC FRIE 9377677363 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 MICHAEL J MONTGOMERY EXECUTIVE DIRECTOR 9377677363 2025-04-22 1 0 APRIL CAULFIELD P01949369 9373992000 2025-04-21 2024 2025-03-06 01:10:19Z FRIENDS CARE COMMUNITY MICHAEL J MONTGOMERY 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 7508265 0 X WWW.FRIENDSHEALTHCARE.ORG X 1977 OH FHCA OPERATES A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE YELLOW SPRINGS COMMUNITY. 10 10 215 10 0 0 1716247 84950 6333334 7313578 148957 109737 0 0 8198538 7508265 0 0 0 0 4165426 4680341 0 0 0 3404789 2977249 7570215 7657590 628323 -149325 8715836 8289423 4684385 4352159 4031451 3937264 X FRIENDS CARE COMMUNITY MEETS THE RESIDENTIAL LIVING NEEDS OF SENIORS AND OTHERS BY PROVIDING INDEPENDENT LIVING, ASSISTED CARE, SKILLED CARE AND CONVALESCENT OPTIONS IN A VIBRANT, HOMELIKE ENVIRONMENT. THROUGH RESPECT FOR THE DIGNITY AND UNIQUE NEEDS OF EACH INDIVIDUAL, WE ASPIRE TO THE HAPPINESS AND FULFILLMENT OF ALL RESIDENTS AND STAFF AND THE CONFIDENCE AND TRUST OF FAMILY MEMBERS AND THE YELLOW SPRINGS COMMUNITY. 0 0 5631768 5720031 THE SKILLED NURSING CENTER OFFERS A PLACE FOR SHORT TERM REHABILITATION AFTER A HOSPITAL STAY OR LONG TERM CARE WHEN NEEDED. STAFFED BY FRIENDLY, CARING PEOPLE, ITS 66-BED NURSING FACILITY INCLUDES 16 REHABILITATION/SHORT-TERM CARE BEDS. REHABILITATIVE CARE IS PROVIDED BY LICENSED PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS FOR RESIDENTS RECOVERING FROM MAJOR SURGERY, STROKE, HEART ATTACK, ORTHOPEDIC AND OTHER MEDICAL CONDITIONS AND ILLNESSES. 1152340 1210743 FEATURING 20 INDIVIDUAL APARTMENTS WITH FOUR DIFFERENT FLOOR PLANS AND LARGE BATHROOMS, THE ASSISTED LIVING UNIT IS A LICENSED FACILITY DESIGNED TO ENHANCE INDEPENDENCE. THE CENTER ENCOURAGES RESIDENTS TO ENJOY SOCIALIZING IN A SECURE, MODEST, QUIET SETTING. 284547 382804 INDEPENDENT LIVING AFFORDS PRIVACY AND FREEDOM COMBINED WITH THE SECURITY OF A 24 HOUR ON-CALL ASSISTANCE AND A MAINTENANCE FREE ENVIRONMENT. THE 11 INDEPENDENT LIVING DUPLEXES ARE NESTLED ALONG SPECTACULAR WALKING PATHS THROUGH BEAUTIFUL WOODS. 7068655 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL J MONTGOMERY 9377677363 150 E HERMAN STREET YELLOW SPRINGS OH 45387 JAMES DUFFEE PRESIDENT 2.00 X X 0 0 0 MARY C HOLLAND VICE PRESIDENT 2.00 X X 0 0 0 TRENT FISHER TREASURER 2.00 X X 0 0 0 DIANE CHIDDISTER SECRETARY 1.00 X X 0 0 0 ABBY COBB TRUSTEE 1.00 X 0 0 0 VALERIE BLACKWELL-TRUITT TRUSTEE 1.00 X 0 0 0 TODD KREEGER TRUSTEE 1.00 X 0 0 0 TERRY LAWSON TRUSTEE 1.00 X 0 0 0 CHARLOTTE MCQUEEN TRUSTEE 1.00 X 0 0 0 KRISTINA HOFSTRA TRUSTEE 1.00 X 0 0 0 MICHAEL MONTGOMERY EXECUTIVE DIRECTOR 40.00 X 143325 0 20538 HANNAH MORMON DIRECTOR OF NURSING 40.00 X 166098 0 0 309423 0 20538 2 0 1 0 CONCEPT REHAB 3220 TILLMAN DRIVE BENSALEM PA 19020 DIETARY, LAUNDRY, HOUSEKEEPING SVCS 430236 DAYFIELD SENIOR SOLUTIONS 609 WOODSIDE DR ENGLEWOOD OH 45322 ACCOUNTING AND BILLING SERVICES 166160 ICP INC 1815 W COUNTY RAD 54 TIFFIN OH 44883 PHARMACY SUPPLIES/CONSULTING 125330 KAPP CONSTRUCTION 329 MT VERNON AVE SPRINGFIELD OH 45503 PRIVATE ROOM RENOVATIONS 106000 4 35824 49126 84950 RESIDENT SERVICES 541800 7306036 7306036 OTHER REVENUE 611600 7542 7542 7313578 109737 109737 7508265 7313578 0 109737 X 163863 163863 3807309 3722179 85130 426860 424368 2492 282309 282309 22158 22158 479 479 20750 20750 849322 584722 264600 17825 17825 133447 129394 4053 383473 371643 11830 1308 1308 29564 29564 456786 456786 122775 122775 FRANCHISE PERMIT FEE 335330 335330 MEDICAL SUPPLIES AND DR 335251 321671 13580 FOOD 203754 203754 REPAIRS AND MAINTENANCE 49127 49127 15900 15900 7657590 7068655 588935 0 550 550 2266211 2013336 740924 715713 76837 70674 18787476 13897074 5087647 4890402 543667 598748 8715836 8289423 808146 716598 3024283 2769990 734938 637002 117018 228569 4684385 4352159 X 3537784 3388516 493667 548748 4031451 3937264 8715836 8289423 X -149325 55138 X X 0 1 X 1 0 X 712642 884192 77481 1716247 84950 3475512 7531496 6747201 6483790 6333334 7313578 34409399 8244138 7631393 6561271 8049581 7398528 37884911 0 0 0 37884911 12680 1194 7651 183957 109737 315219 12680 1194 7651 183957 109737 315219 8256818 7632587 6568922 8233538 7508265 38200130 0.99170 0.99410 0.00830 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 543667 62290 7209 598748 478529 72118 6980 543667 570465 -85286 6650 478529 504777 72028 6340 570465 448746 1589 60588 6146 504777 0.08350 0.91650 1 0 134883 125324 260207 15557456 11315748 4241708 2524353 2274061 250292 445460 307265 138195 4890402 ENDOWMENT FUND - YSCF 443791 SPRINGFIELD FOUNDATION ENDOWMENT FUND 154957 598748 REFUNDABLE RESIDENCY FEES 228569 228569 X 7508322 57 57 7508265 0 7508265 7657590 0 7657590 0 7657590 PART V, LINE 4: THE ENDOWMENT IS DESIGNED TO PROVIDE A PERMANENT FUND, THE INCOME FROM WHICH WILL PRODUCE A SOURCE OF REVENUE TO THE BENEFIT OF FRIENDS CARE COMMUNITY. PART X, LINE 2: THE COMMUNITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE COMMUNITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE COMMUNITY EVALUATES INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN RETURNS FILED BY THE COMMUNITY TO DETERMINE WHETHER A LIABILITY FOR UNCERTAIN POSITIONS EXISTS AND WHETHER A LIABILITY FOR SUCH UNCERTAIN POSITIONS SHOULD BE RECOGNIZED. THE COMMUNITY'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE COMMUNITY HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 57. X 0 0 0 0 0 0 0 0 0 HANNAH MORMON DIRECTOR OF NURSING 166098 0 0 0 0 0 0 0 0 0 166098 0 0 0 MICHAEL MONTGOMERY EXECUTIVE DIRECTOR 143325 0 0 0 0 0 1736 0 18802 0 163863 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND OUTSOURCED ACCOUNTANT REVIEW A DRAFT FORM 990. BEFORE FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD OF TRUSTEES AND ALL SENIOR ADMINISTRATIVE STAFF MEMBERS TO COMPLETE AND TURN IN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REQUIRED TO BE COMPLETED ANNUALLY OR SOONER IF A POTENTIAL CONFLICT ARISES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION DETERMINATION: THE BOARD RECEIVES EVALUATION FORMS FROM EACH BOARD MEMBER REGARDING HIS PERFORMANCE ON AN ANNUAL BASIS. THE BOARD PRESIDENT AND VICE-PRESIDENT COMPLETE THE ANNUAL PERFORMANCE APPRAISAL WITH THE BOARD IN EXECUTIVE SESSION AND DETERMINE THE ADJUSTMENT IN COMPENSATION, IF ANY. THE BOARD PRESIDENT AND VICE-PRESIDENT MEET WITH THE EXECUTIVE DIRECTOR TO REVIEW THE PERFORMANCE APPRAISAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW BY PROVIDING THE REQUESTOR WITH COPIES OF THE REQUESTED DOCUMENTS. FORM 990, PART IX, LINE 11G OTHER PROGRAM SERVICE FEES: PROGRAM SERVICE EXPENSES 584,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 584,722. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 125,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,476. DATA SERVICES FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 139,124. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,124. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTERESTS IN ASSETS HELD BY COMMUNITY FOUNDATIONS 55,138. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.