2021-09-21T12:53:59-05:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 160743132 ROCHESTER FRIENDLY HOME ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 CHRISTINE JOHNSON CFO 5857893211 2021-09-15 1 CHRISTINE JOHNSON XXX-XX-XXXX KELLEY DEMONTE P01382609 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THE FRIENDLY HOME GLEN COOPER 3156 EAST AVENUE ROCHESTER NY 14618 44982405 0 X N/A X 1849 NY THE FRIENDLY HOME IS A 200 BED RESIDENTIAL HEALTH CARE FACILITY LOCATED IN ROCHESTER, NY. 12 12 568 56 0 0 456880 1766936 28168661 25943942 160163 483055 230484 712607 29016188 28906540 953300 870640 0 0 17283957 17534893 0 0 0 10603779 11973130 28841036 30378663 175152 -1472123 54317604 57804009 19754724 21737330 34562880 36066679 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 26502706 870640 26655254 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. 26502706 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 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 568 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 DIRECTOR 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 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 SCOTT SIMPSON DIRECTOR 1.00 X 0 0 0 GLEN COOPER PRESIDENT/CEO 22.50 15.00 X 0 379901 0 CHRISTINE JOHNSON CFO 30.00 7.50 X 189944 0 4950 ELAINE YANNI VP OF HUMAN RESOURCES 37.50 X 135596 0 5002 DENISE HUBLER VP MARKETING & DEVELOPMENT 37.50 X 130235 0 11430 MICHAEL PERROTTA VP/ADMINISTRATOR 33.75 3.75 X 177180 0 10651 JOEL SNYDER DIRECTOR OF IT 37.50 X 122156 0 9480 MAUREEN GARBACH DIRECTOR OF HEALTH SERVICES 37.50 X 155118 0 0 910229 379901 41513 6 0 1 0 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 DIETARY SERVICES 1184587 AFFINITY REHABILITATION LLP PO BOX 69268 BALTIMORE MD 21264 REHABILITATIONS SERVICES (PT, OT, ST) 705281 2 1514485 252451 1766936 NET RESIDENT SERVICE 623000 25943942 25943942 25943942 1047173 1047173 1295 0 1295 1295 1295 15488605 16052723 -564118 -564118 -564118 20905 23142 -2237 -2237 PRIOR YEAR INCOME 900099 541000 541000 MISCELLANEOUS 900099 172549 172549 713549 28906540 26655254 0 484350 870640 870640 985586 413899 571687 12751132 11746194 1004938 1097774 977019 120755 1100823 961598 139225 1599578 1423624 175954 77691 77691 40825 40825 49504 49504 68209 15723 52486 364528 364528 431453 404485 26968 9251 2889 6362 496661 496661 2188686 2188686 153019 5926 147093 OTHER DIRECT EXPENSES 2338042 2240940 97102 PURCHASED SERVICES 2279974 1972554 307420 NYS ASSESSMENT 1424007 1424007 SUPPLIES 1007792 992611 15181 1043488 861911 181577 30378663 26502706 3875957 0 3851819 1607856 213899 280640 102532 37000 1806825 1340716 118396 680458 288277 127595 46459419 32785116 15451335 13674303 32273965 39768124 210556 287317 54317604 57804009 2096179 5857940 771376 530994 14135771 13565699 32503 44762 2718895 1737935 19754724 21737330 X 32108015 33729605 2454865 2337074 34562880 36066679 54317604 57804009 X -1472123 3101092 -8381 -116789 X X 0 1 X 1 0 X 165329 1007100 449793 456880 252118 2331220 26497183 27150291 29296903 28388730 28171976 139505083 26662512 28157391 29746696 28845610 28424094 141836303 0 0 0 141836303 403871 663231 733823 893461 1047173 3741559 403871 663231 733823 893461 1047173 3741559 27066383 28820622 30480519 29739071 29471267 145577862 0.97430 0.97890 0.02570 0.02110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1468093 131205 100732 1498566 1341536 228525 101968 1468093 1462903 -20231 101136 1341536 1392455 167696 97248 1462903 1445759 39687 92991 1392455 0.59880 0.40120 0 0 105661 105661 33440228 23044556 10395672 11164879 8444224 2720655 1748651 1296336 452315 13674303 DUE TO RELATED PARTIES 616467 DUE TO THIRD PARTY PAYORS 532588 PENSION LIABILITY 588880 1737935 32009869 3101092 3101092 28908777 -2237 -2237 28906540 30431952 0 30431952 -53289 -53289 30378663 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: CHANGE IN MINIMUM PENSION LIABILITY PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALES OF INVENTORY -2,237. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALES OF INVENTORY -2,237. MEMORY CARE IMPACT FUND -36,676. CAPITAL CAMPAIGN MUSIC THERAPY IMPACT -13,016. CAPITAL QUALITY OF LIFE IMPACT FUND -1,360. 1 ROCHESTER FRIENDLY SENIOR SERVICES 3156 EAST AVENUE ROCHESTER NY 14618 161462330 501(C)(3) 870640 SUPPORTING AGING SERVICES PROVIDED BY ROCHESTER FRIENDLY SENIOR SERVICES PART I, LINE 2: THE ORGANIZATION APPROVES ALL GRANTS MADE TO ITS SUPPORTED ORGANIZATIONS DURING BOARD MEETINGS. COMPLETE DOCUMENTATION OF THE SUGGESTIONS, DISCUSSIONS, AND APPROVALS OF THE GRANTS THAT ARE MADE CAN BE FOUND IN THE ORGANIZATIOB'S BOARD MINUTES. X X X X 0 0 0 0 0 0 0 0 0 GLEN COOPER PRESIDENT/CEO 0 341908 0 24840 0 13153 0 0 0 0 0 379901 0 0 CHRISTINE JOHNSON CFO 178705 0 10325 0 914 0 0 0 0 4950 189944 4950 0 0 MICHAEL PERROTTA VP/ADMINISTRATOR 165591 0 11432 0 157 0 0 0 0 10651 177180 10651 0 0 MAUREEN GARBACH DIRECTOR OF HEALTH SERVICES 143559 0 10228 0 1331 0 0 0 0 0 155118 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2015-05-07 16838764 TO REFUND REVENUE BONDS, SERIES 2008 0 0 0 A 1856778 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 -65,737. MEMORY CARE IMPACT FUND -36,676. CAPITAL CAMPAIGN MUSIC THERAPY IMPACT -13,016. CAMPAIGN QUALITY OF LIFE IMPACT FUND -1,360. 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. FORM 990, PART XII, LINE 3B: THE ORGANIZATION RECEIVED HHS STIMILUS FUNDS THAT ARE SUBJECT TO SINGLE AUDIT AT THE TIME OF 990 PREPERATION CMS HAS YET TO ISSUE DEFINITIVE GUIDANCE RELATED TO HOW TO REPORT THESE FUNDS ON THE GOVERNMENTAL PORTAL AND HOW IT MAY IMPACT THE SINGLE AUDIT REPORTING. AS SOON AS GUIDANCE HAS BEEN FORMALIZED, THIS REPORTING WILL BE COMPLETED. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ROCHESTER FRIENDLY SENIOR SERVICES B 870640 CASH