2023-11-09T16:30:57-06:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 160743132 ROCHESTER FRIENDLY HOME ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 CHRISTINE JOHNSON CFO 5857893211 2023-11-09 1 CHRISTINE JOHNSON XXX-XX-XXXX 0 KELLEY DEMONTE P01382609 5853811000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE FRIENDLY HOME GLEN COOPER 3156 EAST AVENUE ROCHESTER NY 14618 41293047 0 X N/A X 1849 NY THE FRIENDLY HOME IS A 200 BED RESIDENTIAL HEALTH CARE FACILITY LOCATED IN ROCHESTER, NY. 9 9 567 111 0 0 2408104 1593472 25034757 27239778 4921732 1441187 317949 273831 32682542 30548268 0 751000 0 0 15351398 16698720 0 0 0 9914200 10852034 25265598 28301754 7416944 2246514 48660947 46514113 17814194 16021587 30846753 30492526 X THE FRIENDLY HOME IS A NON-PROFIT, NON-DENOMINATIONAL 200 BED NURSING CARE AND REHABILITATION FACILITY FOR OLDER ADULTS. LOCATED AT 3156 EAST AVENUE IN BRIGHTON, THE FRIENDLY HOME OFFERS A VARIETY OF HEALTH CARE SERVICES INCLUDING 24-HOUR SKILLED NURSING CARE, TRANSITIONAL CARE/SHORT-TERM REHABILITATION, SPECIALIZED MEMORY CARE, AND HOSPICE CARE. CELEBRATING ITS 170TH ANNIVERSARY IN 2019, THE FRIENDLY HOME IS COMMITTED TO MEETING THE CHANGING NEEDS OF OLDER ADULTS BY PROVIDING SERVICES THAT ENHANCE QUALITY OF LIFE AND PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST LEVEL OF INDEPENDENCE. OUR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR MEMBERS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. 0 0 23820985 751000 30548268 THE FRIENDLY HOME'S STAFF OF EXPERIENCED AND DEDICATED PROFESSIONALS TAKE PRIDE IN KNOWING THEIR RESIDENTS AS INDIVIDUALS, EACH WITH HIS OR HER OWN PERSONAL HISTORY AND DISTINCT PERSONALITY. THEY SHARE A MISSION OF PROVIDING CARE AND SERVICES THAT PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. THEIR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR RESIDENTS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. 23820985 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 567 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X CHRISTINE JOHNSON 5857893211 3156 EAST AVENUE ROCHESTER NY 14618 THEODORE HEINRICH CHAIRPERSON 1.00 X X 0 0 0 LOIS IRWIN ASST. SECRETARY 1.00 X 0 0 0 JOHN MAGEE CHAIRPERSON- ELECT 1.00 X X 0 0 0 GERALDINE BIDDLE MOORE IMMEDIATE PAST CHAIRPERSON 1.00 X X 0 0 0 LARON ROWE TREASURER 1.00 X X 0 0 0 JULIE MARSIGLIO SECRETARY 1.00 X X 0 0 0 MARK GIANNINY DIRECTOR 1.00 X 0 0 0 JOHN HENDERSON DIRECTOR 1.00 X 0 0 0 TRACEY SLAVEN DIRECTOR 1.00 X 0 0 0 GLEN COOPER PRESIDENT/CEO 22.50 17.50 X 0 472161 0 CHRISTINE JOHNSON CFO 30.00 10.00 X 188437 0 1265 MICHAEL PERROTTA VP/ADMINISTRATOR 38.50 1.50 X 191790 0 5389 ELAINE YANNI VP OF HUMAN RESOURCES 30.00 10.00 X 105995 0 1316 DENISE HUBLER VP MARKETING & DEVELOPMENT 37.50 X 146226 0 5168 JOEL SNYDER DIRECTOR OF IT 26.00 14.00 X 146080 0 4181 778528 472161 17319 5 0 1 0 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 DIETARY SERVICES 1250506 AFFINITY REHABILITATION LLP PO BOX 69268 BALTIMORE MD 21264 REHABILITATIONS SERVICES (PT, OT, ST) 505911 MEDICAL STAFFING NETWORK PO BOX 840292 DALLAS TX 75284 MEDICAL STAFF TEMPORARY HELP 469805 SELECT REHAB PO BOX 71985 CHICAGO IL 60694 PHYSICAL, OCCUPATIONAL, SPEECH THERAPY S 196183 EKLEGO WORKFORCE SOLUTIONS LLC 110 MARINA DRIVE ROCHESTER NY 14626 MEDICAL STAFF TEMPORARY HELP 181255 5 127632 1465840 1593472 NET RESIDENT SERVICE 623000 27239778 27239778 27239778 744472 744472 2378 0 2378 2378 2378 11398950 10702235 696715 696715 696715 38514 42544 -4030 -4030 MISCELLANEOUS 900099 275483 275483 275483 30548268 27511231 0 1443565 751000 751000 13726435 11842189 1884246 613119 545676 67443 722519 561983 160536 1636647 1456616 180031 59876 59876 48614 48614 37415 37415 66381 15400 50981 425271 425271 460552 428986 31566 28323 6038 22285 440494 440494 1729178 1729178 215551 11008 204543 PURCHASED SERVICES 3157261 2523059 634202 NYS ASSESSMENT 1534394 1534394 SUPPLIES 1197724 1177000 20724 PHYSICIANS REMUNERATION 668537 668537 782463 569921 212542 28301754 23820985 4480769 0 2816609 3519128 274390 7000 2000 1457221 1157960 691515 508817 254011 169842 49163847 36300985 12998400 12862862 28360279 24437589 1801522 3855915 48660947 46514113 3161550 1486431 681592 959372 12976235 12365942 30097 12827 964720 1197015 17814194 16021587 X 28489814 28466799 2356939 2025727 30846753 30492526 48660947 46514113 X 2246514 -4417618 -7930 1824807 X X 0 1 X 1 1 1 X 449793 456880 252118 2408104 1593472 5160367 29296903 28388730 28171976 25346678 27515261 138719548 29746696 28845610 28424094 27754782 29108733 143879915 0 0 0 143879915 733823 893461 1047173 652263 744472 4071192 733823 893461 1047173 652263 744472 4071192 30480519 29739071 29471267 28407045 29853205 147951107 0.97250 0.97280 0.02750 0.02720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1576766 -172244 1302508 1498566 180757 102557 1576766 1468093 131205 100732 1498566 1341536 228525 101968 1468093 1462903 -20231 101136 1341536 0.69000 0.31000 0 0 105661 105661 33395658 24980878 8414780 13127296 9811210 3316086 2535232 1508897 1026335 12862862 DUE FROM RELATED PARTY 189266 DUE FROM THIRD-PARTY PAYORS 93124 OTHER CURRENT ASSETS 68614 OTHER RECEIVABLES 9408 PENSION RECEIVABLE 3482676 RESIDENT FUNDS HELD IN TRUST 12827 3855915 DUE TO RELATED PARTIES 604347 DUE TO THIRD PARTY PAYORS 309052 OTHER CURRENT LIABILITIES 157106 OTHER LONG TERM LIABILITIES 126510 1197015 26134680 -4417618 -4417618 30552298 -4030 -4030 30548268 28356160 0 28356160 -54406 -54406 28301754 PART IV, LINE 2B: RESIDENT FUNDS HELD - THE HOME ACTS AS A CUSTODIAN FOR RESIDENT FUNDS. THE FUNDS ARE EXPENDED AT THE DISCRETION OF THE RESIDENTS FOR PERSONAL ITEMS. PART V, LINE 4: THE HOME USES CUMULATIVE EARNINGS OF THE ENDOWMENT FUNDS TO GROW INVESTMENTS AND DOES NOT TYPICALLY APPROPRIATE SUCH EARNINGS. THE CUMULATIVE EARNINGS, HOWEVER, HAVE BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALES OF INVENTORY -4,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS TO AFFILIATE PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALES OF INVENTORY -4,030. OTHER EXPENSE -2,643. CAPITAL CAMPAIGN MUSIC THERAPY IMPACT -38,121. CAPITAL QUALITY OF LIFE IMPACT FUND -9,612. X X X X 0 0 0 0 0 0 0 0 0 GLEN COOPER PRESIDENT/CEO 0 472161 0 0 0 0 0 0 0 0 0 472161 0 0 MICHAEL PERROTTA VP/ADMINISTRATOR 185898 0 0 0 5892 0 0 0 5389 0 197179 0 0 0 CHRISTINE JOHNSON CFO 182440 0 0 0 5997 0 0 0 1265 0 189702 0 0 0 DENISE HUBLER VP MARKETING & DEVELOPMENT 139098 0 0 0 7128 0 0 0 5168 0 151394 0 0 0 JOEL SNYDER DIRECTOR OF IT 140311 0 0 0 5769 0 0 0 4181 0 150261 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2015-05-07 16838764 TO REFUND REVENUE BONDS, SERIES 2008 0 0 0 A 16838764 15164053 269074 1405637 2015 1 0 1 1 A 0 1 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER FOR INDEPENDENT REVIEW PRIOR TO FILING THE RETURN. THE FORM 990 IS THEN DISCUSSED AT A SUBSEQUENT BOARD MEETING; COPIES OF THE 990 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR FOLLOWING THE ANNUAL MEETING, BOARD MEMBERS AND KEY EMPLOYEES ARE GIVEN THE HOME'S POLICY, GUIDELINES AND DISCLOSURES FORM. DISCLOSURE FORM IS COMPLETED AND RETURNED TO THE CEO. CEO REVIEWS AND NOTIFIES BOARD CHAIRPERSON OF ANY CONFLICTS DISCLOSED. FORMS FILED UNTIL NEXT YEAR AND HELD FOR 3 YEARS. FORM 990, PART VI, SECTION B, LINE 15 PER ADMINISTRATIVE POLICY #29, EXECUTIVE COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND SET BY THE EXECUTIVE COMMITTEE OF THE BOARD. AN OUTSIDE CONSULTANT PERFORMS A COMPENSATION STUDY OF LIKE ORGANIZATIONS EVERY TWO YEARS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION STUDY, ACTIVITIES AND ACCOMPLISHMENTS RELATIVE TO ANNUAL OBJECTIVES AND OVERALL OPERATING PERFORMANCE WHEN EVALUATING AND SETTING COMPENSATION. THE CEO IS NOT PRESENT WHEN PERFORMANCE AND COMPENSATION DISCUSSIONS AND SETTING OCCURS FOR HIS POSITION. KEY EMPLOYEE COMPENSATION OTHER THAN THE CEO, IS APPROVED BY THE EXECUTIVE COMMITTEE BASED ON SAME CRITERIA AS AFOREMENTIONED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION MAY BE REQUESTED AND VIEWED DURING ROUTINE BUSINESS HOURS. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION LIABILITY 1,836,669. OTHER EXPENSES -11,862. CAPITAL CAMPAIGN MUSIC THERAPY IMPACT CAMPAIGN QUALITY OF LIFE IMPACT FUND EMPLOYEE HARDSHIP FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE FINANCIAL OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS FROM THE PRIOR YEAR. ROCHESTER FRIENDLY SENIOR SERVICES DBA FRIENDLY SENIOR LIVING 3156 EAST AVENUE ROCHESTER NY 14618 161462330 SUPPORTING ORGANIZATION NY 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ROCHESTER FRIENDLY SENIOR SERVICES C 127632 CASH