2024-11-29T13:15:03-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 873685420 FRIENDS VILLAGE INC FRIE 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE CEO 9085803805 2024-11-27 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-15 2023 2024-10-15 13:58:12Z BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 7745278 0 X FELLOWSHIPLIFEINC.ORG X 2021 NJ COMPREHENSIVE HEALTHCARE AND RETIREMENT SERVICES FOR SENIORS BASED ON QUAKER PRINCIPLES 11 10 67 10 0 0 0 59470 0 5360244 0 55133 0 184130 0 5658977 0 0 0 0 0 3058813 0 0 0 0 6175454 0 9234267 0 -3575290 0 36427294 0 33387632 0 3039662 THE MISSION OF FRIENDS VILLAGE IS TO PROVIDE COMPREHENSIVE SERVICES FOR SENIORS BASED ON THE QUAKER PRINCIPLES THAT PROMOTE INDEPENDENCE WITH CHOICE, RESPECT AND SECURITY. 0 0 5573130 5360244 FRIENDS VILLAGE AT WOODSTOWN OPERATES A CONTINUING CARE RETIREMENT COMMUNITY WHICH CURRENTLY PROVIDES HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 61 BED ASSISTED LIVING FACILITY AND 75 INDEPENDENT LIVING APARTMENTS AND COTTAGES. WE ARE COMMITTED TO PARTNERING WITH OUR LOCAL COMMUNITY AND HAVING A POSITIVE IMPACT THROUGH COLLABORATION AND ACTIVE PARTICIPATION. 5573130 1 1 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 38 0 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 STAN MORIN CHAIRMAN 2.00 0.00 X X 0 0 0 JEFF ZENNA VICE CHAIR 1.00 0.00 X X 0 0 0 RALPH ACQUAVIVA DIRECTOR 1.00 0.00 X 0 0 0 RULENE DIFRANCESCO DIRECTOR 1.00 0.00 X 0 0 0 FR DAVID JONES DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM DOBSON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL TOSCANA DIRECTOR 1.00 0.00 X 0 0 0 JOHN MAHON DIRECTOR 1.00 0.00 X 0 0 0 RAYMOND WALSH DIRECTOR 1.00 0.00 X 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 1.00 39.00 X X 0 778674 82167 SUZANNE SHUGG DIRECTOR 1.00 0.00 X 0 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 286940 22943 KELLI MILLS EXECUTIVE DIRECTOR 1.00 39.00 X 0 220391 18624 DENISE KAIRZAR ADMINISTRATOR 40.00 0.00 X 112761 0 8869 112761 1286005 132603 1 0 1 0 COREWORKS PO BOX 102289 ATLANTA GA 303682289 FACILITY SUPPORT SERVICES 1698968 UNIDINE INC 2400 YORKMONT ROAD CHARLOTTE NC 28217 DINING MANAGEMENT SERVICES 1163562 CREATING RESULTS 14000 CROWN COURT STE 211 WOODBRIDGE VA 22193 MARKETING SERVICES 490782 NJSB CONSTRUCTION 12 WILLIAM LANE OCEAN NJ 07712 CONSTRUCTION SERVICES 229103 IT INITIATIVES INC 101 CRAWFORDS CORNER ROAD HOLMDEL NJ 07733 IT CONSULTING 197268 7 59470 59470 PATIENT REVENUE FROM NONRESIDENTS 623000 2882687 2882687 RESIDENT SERVICES 623000 2463485 2463485 HOME COMMUNITY BASED SERVICES 623000 14072 14072 5360244 57239 57239 78650 38114 40536 40536 40536 2046081 2048187 -2106 -2106 -2106 PCHIP REFUND 900099 81725 81725 CAFETERIA 900099 27400 27400 INSURANCE REIMBUSEMENT 900099 15220 15220 19249 19249 143594 5658977 5360244 0 239263 2192483 1458126 734357 162215 107882 54333 704115 491328 212787 207847 185470 22377 67126 67126 72943 72943 647781 505133 142648 566176 530723 35453 282235 124292 157943 884257 847362 36895 30277 21993 8284 522523 522523 1073075 1073075 146128 146128 FOOD SERVICES 1463684 1141367 322317 REPAIRS AND MAINTENANCE 171575 158539 13036 LICENSES AND FEES 29867 866 29001 MEALS AND ENTERTAINMENT 9960 49 9911 9234267 5573130 3661137 0 1259422 33116 31347 92458 34855851 1073075 0 33782776 1228175 0 36427294 3449019 1020772 52093 11122857 0 17742891 0 33387632 X 3039662 0 3039662 0 36427294 X -3575290 32416 6582536 X 0 1 X 1 0 X 59470 59470 5360244 5360244 5419714 5419714 0 0 0 5419714 135889 135889 135889 135889 143594 143594 5699197 5699197 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CAFETERIA - 2023 AMOUNT: $ 27,400. SALON - 2023 AMOUNT: $ 2,705. MISCELLANEOUS - 2023 AMOUNT: $ 8,046. PCHIP REFUND - 2023 AMOUNT: $ 81,725. INSURANCE REIMBUSEMENT - 2023 AMOUNT: $ 15,220. TRANSPORTATION FEES - 2023 AMOUNT: $ 7,498. APPLICATION FEE - 2023 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4310000 4310000 25633007 814194 24818813 1177400 258881 918519 3735444 3735444 33782776 REFUNDABLE ADVANCE FEES 10615212 SWAP TERMINATION PAYABLE 147645 DUE TO AFFILIATES 6980034 17742891 X 5844908 32416 115401 147817 5697091 -38114 -38114 5658977 9272381 38114 38114 9234267 0 9234267 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: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 115,401. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -38,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 38,114. 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 KELLI MILLS EXECUTIVE DIRECTOR 0 207391 0 13000 0 0 0 7501 0 11123 0 239015 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 DOES CONTEMPORANEOUSLY DOCUMENT 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 THIS 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 FELLOWSHIP SENIOR LIVING, INC. REVIEW TRANSACTIONS PERFORMED BY THE 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 115,401. CONTRIBUTION OF NET ASSETS 6,467,135. FELLOWSHIPLIFE FOUNDATION INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 842975643 FUNDRAISING NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 1 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 FELLOWSHIPLIFE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 612015757 PARENT COMPANY NJ 501(C)(3) LINE 7 N/A 0 HOTGS INC DBA RIVERWALK VILLAGE 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 881926650 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 PINES VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 920458129 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 SIEMINSKI THEATER INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 931765712 PERFORMING ARTS CENTER NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0