2022-11-16T12:24:40-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2021-01-01 591522614 SENIOR FRIENDSHIP CENTERS INC SENI 9419552122 1888 BROTHER GEENEN WAY SARASOTA FL 34236 ERIN MCLEOD PRESIDENT & CEO 9419552122 2022-11-16 1 ERIN MCLEOD 999009999 AMELIA COOPER P00437898 2392628686 2022-11-16 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ERIN MCLEOD 1888 BROTHER GEENEN WAY SARASOTA FL 34236 14635866 0 X WWW.FRIENDSHIPCENTERS.ORG X 1974 FL TO PROMOTE HEALTH, DIGNITY AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. 15 15 103 350 0 0 2816425 3851217 10371028 10436297 28574 27816 89945 288012 13305972 14603342 220602 241373 0 0 4004256 3505862 0 0 422971 9881382 9238085 14106240 12985320 -800268 1618022 6404569 7718507 2311743 1880207 4092826 5838300 X SENIOR FRIENDSHIP CENTERS,INC. WAS FOUNDED IN 1974 TO REDUCE ISOLATION AND LONELINESS AND TO HELP SENIORS MAINTAIN THEIR INDEPENDENCE, PREVENTING PREMATURE INSTITUTIONALIZATION. THE MISSION IS TO SUPPORT HEALTH, DIGNITY AND QUALITY OF LIFE ON THE JOURNEY OF AGING. 0 1 2291070 576652 NUTRITION: SENIOR HUNGER HAS REACHED SHOCKING NUMBERS BOTH NATIONALLY AND REGIONALLY. ACCORDING TO THE STATE OF SENIOR HUNGER REPORT BY FEEDING AMERICA 13.6% OF SENIORS ARE MARGINALLY FOOD INSECURE, 7.7% ARE FOOD INSECURE, AND 2.9% ARE VERY LOW FOOD SECURE. THIS TRANSLATES INTO 8.6 MILLION, 4.9 MILLION, AND 1.8 MILLION SENIORS, RESPECTIVELY. IN SOUTHWEST FLORIDA, THOSE NUMBERS ARE STAGGERING WITH THE HIGHEST CONCENTRATION OF OLDER ADULTS OF ANYWHERE IN THE NATION. MANY ELDERS HAVE OUTLIVED THEIR SAVINGS AND ARE RELYING ON MEAGER SOCIAL SECURITY INCOME THAT DOESN'T SEEM TO STRETCH. SENIOR FRIENDSHIP CENTERS OFFERS DIRECT HELP FOR SENIORS AGED 60+, OFFERING DAILY NUTRITIOUS LUNCH SERVED IN PLEASANT SETTINGS WHERE THEY CAN GATHER SOCIALLY AND NOT EAT ALONE. (CONTINUED ON SCHEDULE O)MEALS ARE ALSO DELIVERED TO HOMEBOUND INDIVIDUALS WHO ARE NO LONGER ABLE TO SHOP OR PREPARE MEALS. EMERGENCY FOOD BAGS HELP THOSE WHO ARE TRULY FACING DIRE FINANCIAL HARDSHIP, AND ARE MAKING DIFFICULT CHOICES BETWEEN MEDICATION, PET FOOD, RENT AND GROCERIES. NUTRITION COUNSELING IS PROVIDED BY REGISTERED DIETICIANS. 8068050 8393708 SUPPORTIVE AGING: LESS THAN 4% OF ADULTS OVER THE AGE OF 65 LIVE IN ASSISTED LIVING OR SKILLED NURSING. THE OTHER 96% ARE EITHER HEALTHY ENOUGH TO REMAIN AT HOME AND IN FACT, MOST PEOPLE STATE THEIR PREFERENCE IS TO REMAIN IN THEIR OWN HOME AS THEY AGE. BUT MANY DON'T HAVE THE RESOURCES TO AFFORD MOVING INTO A FACILITY WHERE THEIR NEEDS ARE PROVIDED; IT'S COSTLY. THIS IS THE SEGMENT CARED FOR BY SENIOR FRIENDSHIP CENTERS. SENIOR FRIENDSHIP CENTERS COORDINATES CARE MANAGEMENT FOR IN-HOME COMMUNITY-BASED SUPPORT TO HELP FRAIL ELDERS REMAIN INDEPENDENT AND IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE. LICENSED ADULT DAY PROGRAMS PROVIDE SAFE, SUPERVISED SETTINGS WHERE CLIENTS FUNCTION AT THE HIGHEST LEVEL POSSIBLE, WHILE FAMILY CAREGIVERS CAN WORK OR HAVE MUCH NEEDED RESPITE. (CONTINUED ON SCHEDULE O)EDUCATION AND SUPPORT GROUPS ARE OFFERED TO CAREGIVING FAMILIES THROUGH CAREGIVER RESOURCE CENTERS. 537095 241373 1465937 HEALTHY AND ACTIVE AGING: SENIOR ISOLATION IS ONE OF THE BIGGEST THREATS TO THE HEALTH OF AMERICA'S SENIORS, WHILE IT REMAINS AMONG THE MOST DIFFICULT TO RECOGNIZE. IT'S A HEALTH RISK NOT OFTEN DISCUSSED, BUT AT LEAST A QUARTER OF SENIORS OVER 65 LIVE WITH IT AND ITS DEVASTATING EFFECTS CAN BE FELT PHYSICALLY, MENTALLY AND EMOTIONALLY. SENIOR ISOLATION IS POISED TO BECOME ONE OF THE MOST SERIOUS HEALTH ISSUES FACED BY OLDER AMERICANS. SOME 18% OF ADULTS AGE 65+ IN THE U.S. LIVE ALONE, AND 43 PERCENT REPORT FEELING LONELY ON A REGULAR BASIS. A UNIVERSITY OF CALIFORNIA, SAN FRANCISCO (UCSF) STUDY FOUND THAT PARTICIPANTS 60 YEARS OLD AND OLDER WHO REPORTED FEELING LONELY SAW A 45 PERCENT INCREASE IN THEIR RISK OF DEATH. (CONTINUED ON SCHEDULE O)ISOLATED SURVEY RESPONDENTS ALSO HAD A 59 PERCENT GREATER RISK OF MENTAL AND PHYSICAL DECLINE THAN THEIR MORE SOCIAL COUNTERPARTS. FRIENDSHIP CENTERS' SENIOR CENTERS ARE INTERNATIONALLY RECOGNIZED FOR INNOVATIVE PROGRAMMING THAT ENRICHES LIVES AND HELPS SENIORS COMBAT THE ISOLATION AND LONELINESS THAT OFTEN COME WITH AGING. THE WIDE VARIETY OF STIMULATING EDUCATIONAL PROGRAMS, EXERCISE AND MIND FITNESS PROGRAMS, MUSIC AND ENTERTAINMENT COUPLED WITH AN EMPHASIS ON VOLUNTEERISM IS THE KEY TO HEALTH AND WELLBEING. TOGETHER, PARTICIPATING IN THE SENIOR CENTER ACTIVITIES AND VOLUNTEERING NURTURES A PROFOUND SENSE OF PURPOSE, AND VALUE. FALLS PREVENTION EXERCISES, TECH CLASSES, AND LIFELONG LEARNING CREATE A VITAL CENTER OF ACTIVITY AND INFORMATION AND ASSISTANCE. INCREASINGLY THESE CENTERS ARE A REFUGE FOR ECONOMICALLY INSECURE OLDER ADULTS. 10896215 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 103 0 103 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X DAVID BLEHAR 9415563204 1888 BROTHER GEENEN WAY SARASOTA FL 34236 PATRICIA COURTOIS BOARD CHAIR 1.00 1.00 X X 0 0 0 FRANK FLEISCHER IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 KATHY SILVERBERG VICE CHAIR - SOUTH 1.00 1.00 X X 0 0 0 MICHAEL JUCEAM VICE CHAIR - NORTH 1.00 1.00 X X 0 0 0 JIM MEISTER TREASURER 1.00 1.00 X X 0 0 0 CHRISTINE SCHLESINGER SECRETARY 1.00 1.00 X X 0 0 0 PAUL CARAGIULO DIRECTOR 1.00 1.00 X 0 0 0 STEVEN SKIP COHEN DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER DOWNEY DIRECTOR 1.00 1.00 X 0 0 0 WENDY FISHMAN DIRECTOR 1.00 1.00 X 0 0 0 BOB HARRIS DIRECTOR 1.00 1.00 X 0 0 0 GEORGE HOFFMAN DIRECTOR 1.00 1.00 X 0 0 0 LAURA MAGNUSSON DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER NIEDZINSKI DIRECTOR 1.00 1.00 X 0 0 0 KEVIN O'NEIL DIRECTOR 1.00 1.00 X 0 0 0 DAVID BLEHAR CFO 40.00 2.00 X 108914 0 10695 ERIN MCLEOD PRESIDENT/CEO 40.00 2.00 X 152769 0 15275 261683 0 25970 2 0 1 0 METZ CULINARY MANAGEMENT 2 WOODLAND DR DALLAS PA 18612 MEALS FOR SENIORS 841198 VIP AMERICA OF SOUTHWEST FLORIDA 14440 METROPOLIS AVE FORT MYERS FL 33912 IN HOME CARE FOR SENIORS 586627 GA FOOD SERVICE INC 12200 32ND COURT NORTH ST PETERSBURG FL 33716 MEALS FOR SENIORS 545029 DIRECT ACCESS HOME HEALTH 390 PONDELLA DR 9 N FORT MYERS FL 33903 IN HOME CARE FOR SENIORS 530198 ALTERNATIVE HOMEMAKING 1901 TAMIAMI TRAIL SOUTH VENICE FL 34293 IN HOME CARE FOR SENIORS 479357 5 268549 50000 2015187 1517481 8000 3851217 HEALTHY AGING SERVICES 624100 8393708 8393708 ELDERCARE NUTRITION SERVICES 624100 1465937 1465937 SUPPORTIVE AGING SERVICES 624100 576652 576652 10436297 5492 5492 239005 0 239005 239005 239005 22324 0 22324 22324 22324 7176 268549 32524 -25348 -25348 MISCELLANEOUS INCOME 900099 74355 74355 74355 14603342 10436297 0 315828 5000 5000 236373 236373 306354 306354 2677594 2166462 195697 315435 116515 97804 4471 14240 190594 161483 5599 23512 214805 158327 33426 23052 58939 15751 43025 163 32050 8565 23397 88 30336 8107 22145 84 222773 82710 124735 15328 177659 65960 99475 12224 395130 59347 331909 3874 24362 19204 3965 1193 395500 159964 235536 90229 876 86353 3000 CLIENT SERVICES 5805666 5805657 9 CLIENT MEALS 1774363 1771889 2325 149 CLIENT SUPPLIES 40736 28793 3378 8565 CLIENT TRANSPORTATION 32090 32090 158252 11853 144335 2064 12985320 10896215 1666134 422971 573507 1150228 37071 1754135 2604840 77075 81244 9544531 6933934 2847994 2610597 262876 273359 888982 961168 6404569 7718507 1347985 1880207 963758 0 2311743 1880207 X 2740041 4413508 1352785 1424792 4092826 5838300 6404569 7718507 1618022 127452 0 X 0 1 X 1 1 1 X 3291025 3050736 2669870 2816425 3851217 15679273 3291025 3050736 2669870 2816425 3851217 15679273 15679273 18941 21565 22002 45547 244497 352552 99661 27581 138742 85703 74355 426042 16457867 54841712 0.95270 0.93830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 99,661. 2018 AMOUNT: $ 27,581. 2019 AMOUNT: $ 138,742. 2020 AMOUNT: $ 85,703. 2021 AMOUNT: $ 74,355. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124800 124800 7091024 5637342 1453682 1476813 584618 892195 765307 625387 139920 86587 86587 0 2610597 TRUST RECEIVABLE 961168 961168 X PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE CENTER HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. BLOOMING FRIENDSHIPS 113814 113814 0 0 1225 VIRTUAL GALA 161911 154735 7176 8000 13525 6306 3 349 3119 275725 268549 7176 8349 13525 10650 32524 -25348 1 FEMA - RENT/MORTGAGE 22 17561 N/A N/A SEASON OF SHARING UTILITY/RENT/MORTGAGE/CAR REPAIRS 335 218812 N/A N/A PART I, LINE 2: APPLICANTS ARE SCREENED BY STAFF MEMBERS, REQUESTS ARE APPROVED BY MANAGEMENT, AND TRACKED BY FISCAL ON A SPREADSHEET TO KEEP TRACK OF AVAILABLE FUNDING. PAYMENTS ARE MADE DIRECTLY TO THE VENDORS RATHER THAN CASH BEING PROVIDED TO THE INDIVIDUALS. X X X 0 0 0 0 0 0 0 0 0 ERIN MCLEOD PRESIDENT/CEO 152769 0 0 0 0 0 10200 0 5075 0 168044 0 0 0 PART I, LINE 3 APPROPRIATE SALARIES FOR OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS ARE DETERMINED BY REVIEWING A COMPENSATION AND BENEFITS REPORT PREPARED BY THE FLORIDA NON-PROFIT ALLIANCE. IN THIS REPORT, REGIONAL POSITIONS AND SALARIES ARE COMPARED BASED ON OPERATIONAL SIZE AND ANNUAL BUDGET TO ASSIST AREA NONPROFITS. WE ALSO LOOK OUTSIDE OF NON PROFITS AS THE MARKET BECOMES MORE COMPETITIVE. ULTIMATELY, THE CEO'S SALARY IS APPROVED BY THE GOVERNING BOARD. FORM 990, PART I, LINE 6, VOLUNTEERS: VOLUNTEERS PROVIDE MANY SERVICES TO SENIOR FRIENDSHIP CENTERS THAT WOULD OTHERWISE REQUIRE STAFFING. VOLUNTEERS ASSIST WITH THE CONGREGATE MEAL PROGRAMS. CLASSES AND BANDS (WHO PROVIDE ENTERTAINMENT TO DANCE TO) ARE LED BY VOLUNTEERS IN THE SENIOR CENTERS, AND THEY PROVIDE GENERAL PROGRAM AND ADMINISTRATIVE SUPPORT. VOLUNTEERS ALSO ENABLE FRIENDSHIP CENTERS TO STAFF A THRIFT STORE IN BOTH OUR SARASOTA AND VENICE LOCATIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE ORGANIZATION'S MYRIAD OF SERVICES AND PROGRAMS ADDRESS THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF THE AGING POPULATION AND THEIR FAMILIES. INTERNATIONALLY RENOWNED SENIOR CENTERS ARE ON THE FOREFRONT OF PROGRAMMING. DAILY NUTRITIOUS LUNCHES ARE OFFERED AT NEIGHBORHOOD DINING SITES. ADULT DAY PROGRAMS AND FAMILY CAREGIVING SUPPORT CREATE A TRUSTED HAVEN DURING SOME OF THE MOST DIFFICULT TIMES IN LIFE. SUPPORTIVE AGING PROGRAMS INCLUDE HOME DELIVERED MEALS, IN-HOME COMMUNITY-BASED CARE, FRIENDSHIP AT HOME. FOR THOUSANDS OF OLDER ADULTS, SENIOR FRIENDSHIP CENTERS IS THERE THROUGHOUT THE JOURNEY OF AGING. DURING THE COVID PANDEMIC, SFC MOBILIZED AND DRASTICALLY INCRESASED THE HOME DELIVERED MEALS, WHILE MANY WERE SHELTERING AT HOME. VOLUNTEERS BUILD CAPACITY AND ALLOW SCARCE FINANCIAL RESOURCES TO STRETCH MUCH FARTHER. VOLUNTEERS PROVIDE OUTREACH TO HOMEBOUND ELDERS, SERVE MEALS, ENTERTAIN, TEACH CLASSES. SELF-DESIGNED AND DIRECTED VOLUNTEER OPPORTUNITIES ARE ENCOURAGED AND SUPPORTED, AND ARE IN THEMSELVES, POSITIVE ELEMENTS OF HEALTHY AGING. FORM 990, PART III, LINE 3 CLINC OPERATIONS WERE DISCONTINUED AND TRANSFERRED TO CENTERPLACE HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND IS PRESENTED TO THE FINANCE COMMITTEE FOR A FULL REVIEW AND HIGHLIGHTS ARE SHARED WITH THE FULL BOARD. A COMPLETE COPY IS MADE AVAILABLE TO ALL BOARD MEMBERS TO FURTHER REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN AND DATE ANNUALLY THE CONFLICT-OF-INTEREST STATEMENT. EACH INTERESTED PERSON WILL BE PROVIDED A COPY OF THIS POLICY UPON ENTERING BOARD OR COMMITTEE SERVICE, AND ON AN ANNUAL BASIS THEREAFTER, NO LATER THAN LATER JANUARY 31. AT TIME OF POLICY REVIEW, THE INTERESTED PERSON WILL ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO, BY EXECUTING THE SENIOR FRIENDSHIP CENTERS, INC. CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY MEMBER OF THE BOARD OF GOVERNORS WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST IN ANY TRANSACTION OR CONTRACT WITH THE ORGANIZATION MUST PROMPTLY, AND IN ADVANCE OF ANY BOARD VOTE, DISCLOSE SUCH INTEREST TO THE BOARD OF GOVERNORS. THE INDIVIDUAL CONCERNED MAY NOT PARTICIPATE IN DISCUSSION OR VOTE RELATING TO THE SUBJECT OF THEIR INTEREST THE DISCLOSURE WILL BE REFLECTED IN THE MINUTES OF THE BOARD MEETING. ANY INTERESTED PERSON THAT IS NOT A BOARD GOVERNOR, WHO HAS A CONFLICT OF INTEREST NOT SUBJECT TO BOARD OR COMMITTEE ACTION, MUST DISCLOSE THE CONFLICT TO THE BOARD CHAIR OR PRESIDENT AND CEO WITH REGARD TO A TRANSACTION OR CONTRACT, AS SOON AS THE CONFLICT IS KNOWN TO THE INTERESTED PERSON. THE INTERESTED PERSON SHALL REFRAIN FROM TAKING ANY ACTION THAT MAY AFFECT THE SENIOR FRIENDSHIP CENTERS, INC. PARTICIPATION IN THE PROPOSED TRANSACTION OR CONTRACT. ANY INTERESTED PERSON WITH A CONFLICT OF INTEREST WILL NOT PARTICIPATE OR BE PERMITTED TO HEAR BOARD OR COMMITTEE DISCUSSION OF THE MATTER OTHER THAN TO DISCLOSE MATERIAL FACTS OR RESPOND TO QUESTIONS FROM THE BOARD. THE PERSON IN QUESTION SHALL NOT ATTEMPT TO EXERT INFLUENCE REGARDING THE MATTER, AT OR OUTSIDE THE MEETING. A PERSON WITH A CONFLICT OF INTEREST REGARDING A TRANSACTION OR CONTRACT THAT WILL BE VOTED UPON AT A MEETING, WILL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSE OF THE VOTE. IN THE EVENT IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE POSSIBLE CONFLICT SHALL DISCLOSE THE CIRCUMSTANCE TO THE BOARD CHAIR OR PRESIDENT AND CEO, AS APPROPRIATE. THE BOARD CHAIR OR PRESIDENT AND CEO WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS THAT IS SUBJECT TO THIS POLICY. THE BROADEST DISCLOSURE POSSIBLE SHALL BE ADOPTED IN ALL CASES TO ENSURE THE APPROPRIATE AUTHORIZED PARTIES CAN MAKE INFORMED DECISIONS IN THE BEST INTERESTS OF SENIOR FRIENDSHIP CENTERS, INC. FOR EACH CONFLICT OF INTEREST BROUGHT BEFORE THE BOARD OF GOVERNORS, THE FULL BOARD WILL DETERMINE WHETHER SENIOR FRIENDSHIP CENTERS, INC. (1) TAKE NO ACTION; (2) DISCLOSE THE SITUATION MORE BROADLY AND INVITE FULL BOARD DISCUSSION/RESOLUTION OF APPROPRIATE ACTION TO TAKE; OR (3) REFRAIN FROM TAKING ACTION AND OTHERWISE AVOID THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 APPROPRIATE SALARIES FOR OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS ARE DETERMINED BY REVIEWING A COMPENSATION AND BENEFITS REPORT PREPARED BY THE FLORIDA NON-PROFIT ALLIANCE. IN THIS REPORT, REGIONAL POSITIONS AND SALARIES ARE COMPARED BASED ON OPERATIONAL SIZE AND ANNUAL BUDGET TO ASSIST AREA NONPROFITS. WE ALSO LOOK OUTSIDE OF NON PROFITS AS THE MARKET BECOMES MORE COMPETITIVE. ULTIMATELY, THE CEO'S SALARY IS APPROVED BY THE GOVERNING BOARD. THE COMPENSATION REVIEW PROCESS WAS PERFORMED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBIC UPON REQUEST. SENIOR FRIENDSHIP CENTERS FOUNDATION INC 1888 BROTHER GREENEN WAY SARASOTA FL 34236 650364819 PROVIDES FINANCIAL AND FUNDRAISING SUPPORT FOR SENIOR FRIENDSHIP CENTER, INC FL 501(C)(3) LINE 12B, II SENIOR FRIENDSHIP CENTERS INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SENIOR FRIENDSHIP CENTER FOUNDATION INC C 225000 CASH