2025-11-17T15:37:19-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 933849488 APPLEWOOD VILLAGE INC APPL 9085803800 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE CEO 9085803800 2025-11-16 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-12 2024 2025-03-06 01:10:19Z X BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 16124436 0 X WWW. FELLOWSHIPSENIORLIVING.ORG X 2023 NJ TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 12 11 289 10 0 0 0 14073224 269228 503184 14845636 0 0 7357326 0 0 10218656 17575982 -2730346 110455245 89800667 20654578 TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 0 0 15459074 14073224 APPLEWOOD VILLAGE, INC. (APPLEWOOD) IS A TAX-EXEMPT, NONPROFIT CORPORATION, WHICH OPERATES A CONTINUING CARE RETIREMENT COMMUNITY IN FREEHOLD, NEW JERSEY, CONSISTING OF 298 INDEPENDENT LIVING UNITS, 48 ASSISTED LIVING UNITS AND 60 SKILLED NURSING CARE BEDS. 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. 15459074 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 152 0 289 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 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 9085803800 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 RULENE DIFRANCESCO SECRETARY 1.00 0.00 X X 0 0 0 ROBERT FODERA TREASURER 1.00 0.00 X X 0 0 0 RALPH ACQUAVIVA DIRECTOR 1.00 0.00 X 0 0 0 FR DAVID JONES DIRECTOR 1.00 0.00 X 0 0 0 DAVID KOSTINAS DIRECTOR (FROM 05/24) 1.00 0.00 X 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 1.00 39.00 X X 0 773681 61550 THOMAS SCOTT DIRECTOR (FROM 05/24) 1.00 0.00 X 0 0 0 MICHAEL TOSCANO DIRECTOR 1.00 0.00 X 0 0 0 JAMES MATERA DIRECTOR (FROM 05/24) 1.00 0.00 X 0 0 0 PHYLLIS BRUCE DIRECTOR (FROM 07/24) 1.00 0.00 X 0 0 0 GENY RAMADHIN CNA 40.00 0.00 X 108386 0 0 108386 773681 61550 1 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 640000 OLD FORGE BUILDERS INC 516 HIGHWAY 33 BLDG 2 MILLSTONE TWSP NJ 08535 CONSTRUCTION 377612 SYSCO METRO NEW YORK LLC 20 THEODORE CONRAD DRIVE JERSEY CITY NJ 07305 DINING SERVICES 170379 AA EAST LLC DBA ALLSHIFTS PO BOX 825968 PHILADELPHIA PA 19182 TEMPORARY STAFFING 143105 OAR STAFFING INC 7735 MARTHAS LANE FALLS CHURCH VA 22043 TEMPORARY STAFFING 135754 8 RESIDENT SERVICES 623000 9460421 9460421 NON RESIDENT PATIENT SERVICES 623000 4488641 4488641 THERAPY 623000 124162 124162 14073224 243671 243671 21283 0 21283 21283 21283 1304357 1278800 25557 25557 25557 CAFETERIA 900099 245058 245058 CABLE 900099 141315 141315 SALON 900099 61654 61654 33874 33874 481901 14845636 14073224 0 772412 5798149 5798149 974815 974815 584362 584362 966387 966387 29524 29524 1120997 1120997 262679 262679 308138 308138 160346 160346 1021212 1021212 13618 13618 1580383 1580383 2869583 2869583 285710 285710 FOOD SERVICES 834235 834235 REPAIRS AND MAINTENANCE 330389 330389 MEDICAL SUPPLIES 282964 282964 RESIDENT ACTIVITIES 52338 52338 100153 100153 17575982 15459074 2116908 0 5511080 5605534 2793232 256975 90657541 2853470 0 87804071 7182599 20570 0 1281184 0 110455245 1887486 26386921 10945000 37707 31039253 0 19504300 0 89800667 X 19513857 1140721 0 20654578 0 110455245 X -2730346 50173 23334750 X 0 1 X 1 0 X 14073224 14073224 475932 475932 14549156 14549156 0 0 0 14549156 264954 264954 264954 264954 5969 5969 14820079 14820079 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 5,969. 0 1 X 11000000 11000000 72828908 2701224 70127684 1463000 123732 1339268 5365633 28514 5337119 87804071 REFUNDABLE ADVANCE FEES 18578937 DUE TO AFFILIATES 567362 INTEREST RATE SWAP 358001 19504300 X 38230560 50173 23334750 23384923 14845637 0 14845637 17575982 0 17575982 0 17575982 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: INTEREST IN FOUNDATION ASSETS 20,570. NET ASSETS RECEIVED FROM AFFILIATION 1,140,721. GAIN ON AFFILIATION 22,992,633. CHAGE IN FAIR VALUE INTEREST RATE SWAP -358,001. OTHER VALUATION ADJUSTMENT -461,173. 0 0 0 0 0 0 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 0 535744 0 237937 0 0 0 61550 0 0 0 835231 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. A PUBLIC FINANCE AUTHORITY REV BONDS 2024 273866124 2024-07-02 10945000 SEE SUPPLEMENTAL INFORMATION 0 0 0 A 10945000 10945000 2024 0 1 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 1 BANKUNITED NA 0 0 0 0 0 A 0 SCHEDULE K, PART I, COLUMN F: PROCEEDS OF THE 2024 BOND WERE USED TO REFINANCE A TAXABLE BOND, THE PROCEEDS OF WHICH WERE LOANED TO APPLEWOOD AND USED TO 1) FINANCE A PORTION OF THE COSTS OF ACQUIRING AND IMPROVING THE EXISTING CONTINUING CARE RETIREMENT COMMUNITY AND 2) PAY A PORTION OF THE COSTS OF ISSUANCE OF THE TAXABLE BOND. SCHEDULE K, PART III, LINE 9, PART IV, LINE 7, PART V: THE ORGANIZATION IS A PRUDENT AND CONSCIENTIOUS TAXPAYER THAT UNDERSTANDS ITS OBLIGATIONS REGARDING MONITORING THE USES AND INVESTMENT OF BOND ISSUANCE PROCEEDS. THE ORGANIZATION FOLLOWS THE SAFE HARBOR REGULATIONS REGARDING BOND ISSUES AND IS IN THE PROCESS OF ESTABLISHING WRITTEN POLICIES TO FORMALIZE POST-BOND ISSUANCE PROCEDURES. THE USE OF PROCEEDS FROM THE BOND ISSUE IS MONITORED BY THE TRUSTEE TO ENSURE THE BOND PROCEEDS ARE UTILIZED FOR THE AGREED-ON PURPOSES. 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 SUBSIDIARIES. 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 INTEREST IN FOUNDATION NET ASSETS 20,570. CHANGE IN FAIR VALUE INTEREST RATE SWAP -358,001. GAIN ON AFFILIATION 22,992,633. OTHER VALUATION ADJUSTMENT -461,173. NET ASSETS RECEIVED FROM AFFILIATION 1,140,721. FELLOWSHIPLIFE FOUNDATION INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 842975643 FUNDRAISING NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 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 FRIENDS VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 873685420 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1