2024-11-15T15:09:28-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 920458129 PINES VILLAGE INC PINE 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE CEO 9085803805 2024-11-15 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-15 2023 2024-10-15 13:58:12Z X BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 9752648 0 X WWW.FELLOWSHIPSENIORLIVING.ORG X 2023 NJ PINES VILLAGE SERVES THE NEEDS OF SENIOR ADULTS THROUGH RESIDENTIAL LIVING AND HEALTH CARE. 10 9 267 9 0 0 125 8024233 171017 110977 8306352 0 0 3720989 0 0 5329558 9050547 -744195 74511824 21818981 52692843 X GUIDED BY CHRISTIAN PRINCIPLES, PINES VILLAGE SEEKS TO BUILD A CARING AND RESPECTFUL COMMUNITY OF TRUSTEES, RESIDENTS AND STAFF THAT SERVES THE PHYSICAL, SOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIOR ADULTS THROUGH RESIDENTIAL LIVING AND HEALTH CARE. 0 0 5954652 8024233 PINES VILLAGE, INC, OPERATING OUT OF WHITING, NEW JERSEY, IS A NOT-FOR-PROFIT FAITH-BASED PROVIDER OF SENIOR LIVING COMMUNITIES, SERVICES AND PROGRAMS AND EMBODIES A CULTURE OF HOSPITALITY AND EXCELLENCE. WE SERVE SENIORS OF ALL BELIEFS AND BACKGROUNDS WHO WISH TO ENJOY INDEPENDENCE, FELLOWSHIP, COMPASSIONATE CARE AND ACCESS TO A WIDE RANGE OF SERVICES INCLUDING LIFE PLAN COMMUNITY (CONTINUING CARE RETIREMENT COMMUNITY/CCRC), INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, SKILLED NURSING, REHABILITATION, FITNESS, MEDICAL SERVICES, AND CARE MANAGEMENT. PINES VILLAGE SERVICES APPROXIMATELY 300 RESIDENTS AND ON ITS CAMPUS HAS 222 APARTMENTS THAT COMPRISE THE INDEPENDENT LIVING SECTION OF THE COMMUNITY. PINES VILLAGE OFFERS A FULL CONTINUUM OF SERVICES FROM INDEPENDENT LIVING TO RESPITE CARE. PINES HAS 67 ASSISTED LIVING ROOMS PLUS 20 ROOMS OF A SPECIALIZED MEMORY CARE PROGRAM, AND 66 SKILLED NURSING BEDS. RESIDENTS ARE SUPPORTED BY THE REHABILITATION AND WELLNESS CENTER OF THE COMMUNITY. 5954652 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 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 1 0 0 0 1 23 0 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X MARK F MAZZELLA CFO 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE PRESIDENT & CEO 1.00 39.00 X X 0 778674 82167 STAN MORIN CHAIRMAN 2.00 2.00 X X 0 0 0 JEFF ZENNA VICE-CHAIR 1.00 1.00 X X 0 0 0 DOUGLAS BAUERBAND DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM COOK DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM DOBSON DIRECTOR 1.00 1.00 X 0 0 0 SUZANNE SHUGG DIRECTOR 1.00 1.00 X 0 0 0 JEANNE WILSON DIRECTOR 1.00 1.00 X 0 0 0 FR RICHARD MORLEY DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH OWSINSKI CPA DIRECTOR 1.00 1.00 X 0 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 286940 22943 KATHLEEN ARDEKANI EXECUTIVE DIRECTOR (UNTIL 8/23) 1.00 39.00 X 0 117695 8869 0 1183309 113979 0 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 DINING MANAGEMENT 1104497 FELLOWSHIPLIFE INC 8000 FELLOWSHIP RD BASKING RIDGE NJ 07920 MANAGEMENT SERVICES 746417 KARETECHNOLOGIES LLC PO BOX 4738 HOUSTON TX 772104738 STAFFING SERVICES 468837 TWOMAGNETS INC PO BOX 103125 PASADENA CA 911893125 STAFFING SERVICES 337760 R SOMERS CONSTRUCTION INC 3 S CHARLOTTEVILLE DRIVE TOMS RIVER NJ 08757 CONSTRUCTION SVC. 273473 15 125 125 PATIENT REVENUE FROM NONRESIDENTS 623000 5327862 5327862 RESIDENT SERVICES 623000 2638046 2638046 THERAPY 623000 58325 58325 8024233 38262 38262 19445 0 19445 19445 19445 1578051 1000 1446296 0 131755 1000 132755 132755 1057 0 1057 1057 CAFETERIA 900099 40584 40584 SALON 900099 28308 28308 CABLE 900099 21583 21583 90475 8306352 8024233 0 281994 X 3214706 2545825 668881 18182 14399 3783 184217 145887 38330 303884 239199 64685 310318 241983 68335 110391 110391 63898 63898 1745860 1361405 384455 116873 72205 44668 429029 305691 123338 600490 576470 24020 17270 17270 163900 163900 732326 732326 182902 182902 FOOD SERVICES 459531 358338 101193 LICENSES AND FEES 235883 4810 231073 REPAIRS AND MAINTENANCE 81943 58798 23145 MEALS & ENTERTAINMENT 60194 29642 30552 18750 18750 9050547 5954652 3095895 0 391020 992519 873036 130664 69776623 732326 0 69044297 3080288 0 74511824 2723805 2559366 619192 9052280 0 6864338 0 21818981 X 52599981 92862 0 52692843 0 74511824 X -744195 -131504 53568542 X 0 1 X 1 0 X 53568542 53568542 7832080 7832080 61400622 61400622 0 0 0 61400622 249860 249860 249860 249860 200008 200008 61850490 61850490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 83,800. CABLE - 2023 AMOUNT: $ 47,316. CAFETERIA - 2023 AMOUNT: $ 40,584. SALON - 2023 AMOUNT: $ 28,308. 0 1 X 6400000 6400000 61335608 569661 60765947 982871 162665 820206 1058144 1058144 69044297 REFUNDABLE ADVANCES 6249168 DUE TO RELATED PARTY 615170 6864338 X 61743390 -131504 53568542 53437038 8306352 0 8306352 9050547 0 9050547 0 9050547 PART IV, LINE 2B: AMOUNTS HELD IN ESCROW REPRESENT CASH DEPOSITS MADE BY PROSPECTIVE RESIDENTS OF INDEPENDENT LIVING UNITS. THE CASH HAS BEEN DEPOSITED INTO A SAVINGS ACCOUNT. IF THE PROSPECTIVE RESIDENT(S) SHOULD DECIDE NOT TO FULFILL THE CONTRACT, THE DEPOSITS ARE REFUNDABLE. IN ADDITION, ENTRANCE FEES RECEIVED FROM RESIDENTS HAVE BEEN REPORTED AS A LONG-TERM LIABILITY. REFUNDABLE PORTIONS OF ENTRANCE FEES ARE FULLY REFUNDABLE TO THE RESIDENT(S), LESS CERTAIN COSTS OR CHARGES INCURRED. IF THE RESIDENT(S) TERMINATE(S) THE CONTRACT, THE REFUNDABLE PORTION OF ENTRANCE FEES IS REFUNDABLE FOLLOWING THE REOCCUPANCY OF THE UNIT FOR THIRTY DAYS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF ASSETS FROM KESWICK PINES, INC. 53,568,542. 0 0 0 0 0 0 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 0 561049 0 135000 0 82625 0 61550 0 20617 0 860841 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 0 263940 0 23000 0 0 0 10231 0 12712 0 309883 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIPLIFE, INC. (EIN 61-2015757) IS A NEW JERSEY NOT-FOR-PROFIT ORGANIZATION AND THE PARENT AND SOLE MEMBER OF THE FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A FELLOWSHIPLIFE, INC. HAS THE RIGHT TO ELECT THE BOARD MEMBERS OF ITS SUBSIDIDARIES. FORM 990, PART VI, SECTION A, LINE 7B FELLOWSHIPLIFE, INC., THE SOLE MEMBER AND PARENT OF THE FILING ORGANIZATION, HAS RESERVED RIGHTS OVER MAJOR DECISIONS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS THE MEETINGS OF THE ORGANIZATION'S COMMITTEES, BUT THE COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION, AND THEREFORE QUESTION 8B HAS BEEN ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE DRAFT AND THEN PROVIDES THE DRAFT OF THE RETURN TO ALL BOARD MEMBERS. COMMENTS ARE ACCEPTED DURING THE REVIEW PROCESS. ONCE BOARD MEMBERS HAVE BEEN GIVEN ACCESS TO THE FORM 990, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE BEGINNING OF THEIR EMPLOYMENT. BOARD DIRECTORS SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY. THE CFO AND CEO OF FELLOWSHIPLIFE, INC. REVIEW TRANSACTIONS PERFORMED BY THE BOARD, OFFICERS, AND KEY EMPLOYEES FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS. IF THERE IS A CONFLICT AT THE BOARD LEVEL, THAT INDIVIDUAL WOULD ABSTAIN FROM VOTING. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. THE HUMAN RESOURCES DEPARTMENT REVIEWS AND RETAINS THE FORMS AND NOTIFIES SENIOR MANAGEMENT OR THE BOARD IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE GENERAL PULBIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,361,405. MANAGEMENT AND GENERAL EXPENSES 384,455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,745,860. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM KESWICK PINES, INC. 53,568,542. HOTGS INC DBA RIVERWALK VILLAGE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 881926650 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 FELLOWSHIPLIFE FOUNDATION INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 842975643 FUNDRAISING NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 FRIENDS VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 873685420 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 FELLOWSHIPLIFE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 612015757 PARENT COMPANY NJ 501(C)(3) LINE 7 N/A 0 SIEMINSKI THEATER INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 931765712 PERFORMING ARTS CENTER NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0