2019-04-03T14:03:48-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990 2017-07-01 237016086 FRIENDS HOUSE RETIREMENT COMMUNITY INC FRIE 3019245100 17340 QUAKER LANE SANDY SPRING MD 20860 KEVIN HARRINGTON EXECUTIVE DIRECTOR 3019245100 2019-04-02 1 LAUREN BALLARD CPA P01451787 4104530900 67.137.57.251 2019-04-02 10:19:49 ED P 3352E6ADCAC278A984ADD126973ED962C620A9AC 48FB96C2C824C9A755BE195929E44C7DF1071BED 2017 2019-02-21 02:37:17Z KEVIN HARRINGTON 17340 QUAKER LANE SANDY SPRING MD 20860 11343001 0 X WWW.FRIENDSHOUSE.COM X 1968 MD PROVIDE PERSON, SUB-ACUTE CARE FOR INDIVIDUALS WHO ARE IN NEED IN A LONG-TERM SETTING. 16 16 194 30 0 0 0 210466 10307024 10770820 4128 237292 21840 119067 10332992 11337645 0 24117 0 0 5316911 6366990 0 0 12028 4694532 4975390 10011443 11366497 321549 -28852 8606985 22333984 674011 6265756 7932974 16068228 PROVIDE PERSONAL, SUB-ACUTE CARE FOR INDIVIDUALS WHO ARE IN NEED OF MEDICAL, REHABILATATIVE OR TERMINAL CARE IN A LONG-TERM SETTING. 0 0 9482140 24117 10771315 THE ORGANIZATION PROVIDES LONG-TERM HEALTHCARE SERVICES AND IS LICENSED AND EQUIPPED FOR 82 COMPREHENSIVE CARE BEDS AND 24 ASSISTED-LIVING BEDS. UNDER A STANDARD SERVICE AGREEMENT, THE ORGANIZATION PROVIDES EACH RESIDENT WITH BOARD, LODGING, MAINTENANCE, AND CERTAIN NURSING AND MEDICAL CARE. THE ORGANIZATION ALSO HAS 100 APARTMENTS AND 32 COTTAGES AND OFFERS OLDER ADULTS AN AFFORDABLE AND FULFILLING RETIREMENT EXPERIENCE IN A SECURE AND CARING SETTING. OPERATING UNDER THE CARE OF RELIGIOUS SOCIETY OF FRIENDS, WE WELCOME SENIOR ADULTS REGARDLESS OF RACE, COLOR, DISABILITY, GENDER IDENTITY, AGE, SEXUAL ORIENTATION, RELIGIOUS AFFILIATION, NATIONAL ORIGIN OR FAMILIAL STATUS. WE ARE GUIDED BY THESE QUAKER VALUES: SIMPLICITY, PEACE AND NONVIOLENCE, INTEGRITY, COMMUNITY, EQUALITY, STEWARDSHIP AND SUSTAINABILITY. 9482140 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 1 0 0 0 1 22 0 194 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KEVIN HARRINGTON 3019245100 17340 QUAKER LANE SANDY SPRING MD 20860 LINDA PARDOE CLERK 5.00 1.00 X X 0 0 0 MARGARET MEYER ASSISTANT/RECORDING CLERK 5.00 1.00 X X 0 0 0 ROSS CAPON TREASURER 5.00 1.00 X X 0 0 0 EILEEN STANZIONE DIRECTOR 5.00 1.00 X X 0 0 0 KENDALL ANTHONY DIRECTOR 5.00 1.00 X 0 0 0 JAMES BELL DIRECTOR 5.00 1.00 X 0 0 0 RAMONA BUCK DIRECTOR 5.00 1.00 X 0 0 0 BRIAN CARROLL DIRECTOR 5.00 1.00 X 0 0 0 BARBARA GIBIAN DIRECTOR 5.00 1.00 X 0 0 0 FREDERICK FINELLI DIRECTOR 5.00 1.00 X 0 0 0 MOSI HARRINGTON DIRECTOR 5.00 1.00 X 0 0 0 CARLOTTA JOYNER DIRECTOR 5.00 1.00 X 0 0 0 MICHAEL LEVI DIRECTOR 5.00 1.00 X 0 0 0 RACHEL MESSENGER DIRECTOR 5.00 1.00 X 0 0 0 MEGAN SHOOK DIRECTOR 5.00 1.00 X 0 0 0 JOHN SMALLWOOD DIRECTOR 5.00 1.00 X 0 0 0 KEVIN HARRINGTON EXECUTIVE DIRECTOR 50.00 0.00 X 170448 0 28538 VIRGINIA RUFF CFO 50.00 0.00 X 116330 0 5817 JACKIE MARSHALL DIRECTOR OF NURSING 50.00 0.00 X 119839 0 5992 406617 0 40347 3 0 1 0 CULINARY SERVICES GROUP 1135 BUSINESS PARKWAY S SUITE 10 WESTMINSTER MD 21157 FOOD SERVICES 1281110 HEALTHPRO THERAPY SERVICES 536 OLD HOWELL ROAD GREENVILLE SC 29615 ON-SITE THERAPY SERVICES 1154369 EVENTUS STRATEGIC PARTNERS 1600 MARKET STREET PHILADELPHIA PA 19103 PHARMACEUTICAL SERVICES 843476 FRIENDS HOUSE PHARMACY LTD 17340 QUAKER LANE SANDY SPRING MD 20860 PHARMACY SERVICES 510625 MEDLINE INDUSTRIES PO BOX 382075 PITTSBURGH PA 15251 MEDICAL SUPPLIES 219050 10 50000 160466 210466 PATIENT SERVICE REVENUE 812900 9544174 9544174 APARTMENT RENTAL 531110 1218131 1218131 ENTRY FEES 531110 8515 8515 10770820 72314 72314 38109 0 38109 38109 38109 164978 0 164978 164978 164978 5851 5356 495 495 MISCELLANEOUS 900099 76697 76697 GUEST MEALS 900099 3766 3766 80463 11337645 10771315 0 355864 X 24117 24117 321524 321524 4868831 4406427 462404 204114 188486 15628 598899 501591 97308 373622 319960 53662 50000 50000 28368 28368 40784 40784 147373 147373 1433946 1294119 139827 20846 20846 110309 110309 154326 154326 688358 627798 60560 31525 14676 16849 399 399 330692 330692 102430 102430 DINING EXPENSES 1074325 1074325 PATIENT SUPPLIES 356294 356294 STAFF DEVELOPMENT 40819 40819 ACTIVITIES & EVENTS 40559 28531 12028 324037 245573 78464 11366497 9482140 1872329 12028 1924535 762627 12789 1897548 2639795 2844242 14068 61214 23670504 12839065 4013532 10831439 4498538 2266 1438376 8606985 22333984 656015 1050661 52800 2154800 17996 3007495 674011 6265756 X 7932974 15340284 542082 185862 7932974 16068228 8606985 22333984 X -28852 262290 7901816 X 0 1 X 1 0 X 210466 210466 9201004 9559110 10761657 10307024 10776671 50605466 9201004 9559110 10761657 10307024 10987137 50815932 0 0 0 50815932 527 4278 4449 24148 110423 143825 527 4278 4449 24148 110423 143825 582 33237 21840 1820 80463 137942 9202113 9596625 10787946 10332992 11178023 51097699 0.99450 0.99740 0.00280 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 582. 2014 AMOUNT: $ 33,237. 2015 AMOUNT: $ 21,840. 2016 AMOUNT: $ 1,820. 2017 AMOUNT: $ 80,463. 488414 488414 12873545 7913509 4960036 105784 58271 47513 5297275 4859122 438153 4905486 8163 4897323 10831439 DEPOSITS 23548 RESIDENT DEPOSITS 1130925 PROJECT DEVELOPMENT COSTS 93004 OTHER RESERVES 190899 1438376 TENANT DEPOSITS 3007495 3007495 X 11457918 262290 262290 11195628 147373 -5356 142017 11337645 11224480 5356 5356 11219124 147373 147373 11366497 PART X, LINE 2: THE COMMUNITY FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -5,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,356. 1 RENT ASSISTANCE 9 24117 0 N/A N/A SCHEDULE I, PART III RENTAL ASSISTANCE IS PROVIDED TO ELIGIBLE INDIVIDUALS AND RECORDED INTERNALLY. NO CASH IS ACTUALLY PROVIDED TO THE INDIVIDUALS. X X 0 0 0 0 0 0 0 0 0 KEVIN HARRINGTON EXECUTIVE DIRECTOR 170448 0 0 0 0 0 8522 0 20016 0 198986 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE AND FINANCE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS AND ADDITIONAL MEMBERS AS NEEDED. MEMBERS OF THE EXECUTIVE AND FINANCE COMMITTEE MUST BE DIRECTORS OF THE CORPORATION. THE EXECUTIVE AND FINANCE COMMITTEE ACTS WITH THE AUTHORITY OF THE BOARD IN EMERGENCIES BETWEEN MEETINGS OF THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF FRIENDS HOUSE, INC. AND FRIENDS NURSING HOME, INC., ON MARCH 18, 2016, APPROVED PLANS TO COMBINE THE TWO CORPORATIONS. THE TWO CORPORATIONS WERE ENTITIES UNDER COMMON CONTROL. IT WAS FURTHER APPROVED THAT THE SURVIVING CORPORATION WOULD CHANGE ITS NAME TO FRIENDS HOUSE RETIREMENT COMMUNITY, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY STAFF MEMBERS AND A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY POSSIBLE CONFLICT OF INTEREST WITH THE INTERESTS OF FRIENDS HOUSE ON THE PART OF ANY BOARD MEMBER SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATERIAL ONE IN RELATION TO A MATTER BEFORE THE BOARD. BOARD MEMBERS ARE RESPONSIBLE TO NOTIFY THE CLERK OF THE BOARD OF ANY CHANGES THAT ARISE DURING THE YEAR. THE BOARD CLERK WILL REVIEW ALL POTENTIAL CONFLICTS WHEN IDENTIFIED. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST ON A MATTER BEFORE THE BOARD SHALL DISCLOSE THE CONFLICT AND NOT PARTICIPATE IN THE DECISION-MAKING PROCESS OR USE HER/HIS PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE AND THE ABSTENTION FROM THE DECISION-MAKING PROCESS. THE FOREGOING REQUIREMENTS SHALL NOT BE CONSTRUED AS PREVENTING THE BOARD MEMBER FROM BRIEFLY STATING HIS/HER POSITION ON THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS FROM OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RECEIVES A COMPENSATION SURVEY TO DETERMINE COMPARABLE SALARY FOR THE ORGANIZATIONS EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES. COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. THIS PROCESS WAS LAST COMPLETED IN SEPTEMBER 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,294,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,294,119. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,738. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,738. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 77,089. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,089. FORM 990, PART XI, LINE 9: MERGER WITH FRIENDS HOUSE, INC. 7,901,816. BALTIMORE YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS 17100 QUAKER LANE SANDY SPRING MD 20860 520856309 RELIGIOUS CHARITIES MD 501(C)(3) LINE 1 0 FRIENDS HOUSE INC 17340 QUAKER LANE SANDY SPRING MD 20860 526043038 RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 BALTIMORE YEARLY MEETING OF THE RELIGIOUS SOCIETY 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1