2017-06-15T11:26:24-05:00 2016-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2016-01-01 591522614 SENIOR FRIENDSHIP CENTERS INC SENI 9419552122 1888 BROTHER GEENEN WAY SARASOTA FL 34236 ERIN MCLEOD PRESIDENT & CEO 9415840040 2017-06-12 1 REBECCA U STONER P00585910 9413654617 162.252.124.2 2017-06-12 09:41:33 ED P 39C313F8C5578A4C2B98353B2EB8EED551105670 B7730E3CD0BB2BBEE110DEE2949E54DBE17BCE3D 2016 2021-01-29 14:40:06Z ERIN MCLEOD 1888 BROTHER GEENEN WAY SARASOTA FL 34236 14316253 0 X WWW.FRIENDSHIPCENTERS.ORG X 1973 FL SEE ATTACHED STATEMENT LOCATED AT SCHEDULE O 12 12 155 521 0 0 1543870 2046593 10135992 11846402 19776 14271 409664 283670 12109302 14190936 4344731 5153866 0 0 4458511 4707846 0 0 0 3694247 4068089 12497489 13929801 -388187 261135 7959770 8382137 1755249 1857206 6204521 6524931 X TO PROMOTE HEALTH, DIGNITY, AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. 0 0 2196063 41134 2242774 ELDERCARE NUTRITION SERVICES ARE MORE THAN FOOD FOR THE BODY. THIS FRIENDSHIP CENTERS PROGRAM TAKES A HOLISITIC APPROACH THROUGH CONGREGATE DINING FOR ADULTS AGED 60+ IN A PLEASANT SOCIAL SETTING. MEALS ARE SERVED IN HUB SENIOR CENTERS AS WELL AS IN MULTIPLE NEIGHBORHOOD LOCATIONS. THESE SITES PROVIDE SOCIALIZATION, ENTERTAINMENT AND CAMARADERIE FOR SENIORS WHO MIGHT OTHERWISE EAT ALONE OR NOT AT ALL. THIS IS ESPECIALLY IMPORTANT FOR THOSE WHO HAVE LOST A SPOUSE AND NEVER LEARNED TO COOK, FOR ELDERS WHO ARE DEPRESSED AND SKIP MEALS BECAUSE THE THOUGHT OF DINING ALONE IS DIFFICULT, OR DON'T DRIVE ANY LONGER THEREFORE MAKING SHOPPING A CHALLENGE.ADDITIONALLY, THIS ELDERCARE NUTRITION PROGRAM ALSO PROVIDES HOME-DELIVERED MEALS TO HOMEBOUND SENIORS WHO ARE UNABLE TO SHOP OR PREPARE MEALS FOR THEMSELVES. REGISTERED DIETICIANS APPROVE ALL MENUS, AND PROVIDES NUTRITION EDUCATION AND COUNSELING. 6971502 4428005 7137687 SUPPORTIVE AGING - REMAINING INDEPENDENT IN THEIR OWN HOMES IS PARAMOUNT TO SENIORS AND THE FRIENDSHIP CENTERS CASE MANAGERS HELP TO MAKE THIS A POSSIBILITY. CASE MANAGERS CONDUCT IN-HOME ASSESSMENTS FOR FINANCIALLY QUALIFIED INDIVIDUALS TO DETERMINE A CARE PLAN THEN IN-HOME SERVICES ARE COORDINATED BY THE CASE MANAGERS.FRIENDSHIP AT HOME IS A THREE-PRONGED SERVICE OFFERING VOLUNTEER TELEPHONE REASSURANCE CALLERS, FRIENDLY VISITORS WHERE A VOLUNTEER IS MATCHED WITH A HOMEBOUND ELDER TO PROVIDE CONNECTION AND A CARING RELATIONSHIP, AND FINALLY ECONOMIC STABILITY THROUGH CRISIS INTERVENTION. THIS LAST COMPONENT OF FRIENDSHIP AT HOME HAS A COUNSELOR WORKING WITH INDIVIDUALS DEALING WITH BOTH LIFE AND FINANCIAL HARDSHIP. COMMUNITY FUNDS ARE PASSED THROUGH TO KEEP OLDER ADULTS FROM BEING HOMELESS BY HELPING WITH THINGS LIKE RENT, UTILITIES AND TRANSPORTATION FOR WORK.LICENSED ADULT DAYCARE SERVICES AND CAREGIVER RESOURCE CENTERS OFFER A FULL SPECTRUM OF SERVICES AND PROGRAMS FOR CAREGIVING FAMILIES. IN ADULT DAYCARE, FRAIL ELDERS ENJOY SUPERVISED ACTIVITIES IN A SAFE AND COMFORTABLE SETTING ENABLING CLIENTS TO FUNCTION AT THE HIGHEST LEVEL POSSIBLE. CAREGIVERS ARE ABLE TO WORK OR HAVE RESPITE TIME. EDUCATION AND SUPPORT ARE PROVIDED TO FAMILY CAREGIVERS IN THE CAREGIVER RESOURCE CENTERS, ASSURING THEY HAVE THE TRAINING AND INFORMATION NECESSARY TO CARE FOR THEMSELVES AND TO KEEP THE ENTIRE FAMILY HEALTHY DURING SOME OF LIFE'S MOST CHALLENGING TIMES. 3062140 678908 2396234 HEALTHY AND ACTIVE AGING - NATIONAL MODEL CLINICS ARE STAFFED BY VOLUNTEER RETIRED PHYSICIANS, DENTISTS, NURSES AND SUPPORT STAFF PROVIDE HIGH QUALITY MEDICAL AND DENTAL ASSISTANCE FOR LOW INCOME INDIVIDUALS AGED 50+ IN PARTNERSHIP WITH THE FLORIDA DEPARTMENT OF HEALTH AND THE REGION'S HOSPITAL SYSTEMS, PLAYING AN IMPORTANT ROLE IN THE HEALTHCARE SAFETY NET.NATIONALLY ACCREDITED SENIOR CENTERS ARE HOME TO SOCIALIZATION AND CONNECTION TO OTHERS, LIFELONG LEARNING EDUCATION PROGRAMS, VARIOUS EXERCISE AND FITNESS OPTIONS INCLUDING FALLS PREVENTION, AND SUPPORTIVE SERVICES LIKE FINANCIAL ASSISTANCE, COUNSELING AND EDUCATION. MORE THAN 1,000 VOLUNTEERS WORK THROUGHOUT ALL SERVICES AND PROGRAMS, SHARING ACCUMULATED WISDOM, KNOWLEDGE AND GIVING BACK TO THE COMMUNITIES THEY CALL HOME. 130754 5819 69707 COMMUNITY ENGAGEMENT SERVICES - NATIONALLY ACCREDITED SENIOR CENTERS ALIVE WITH ENRICHMENT AND SERVICES MEET THE DIVERSE NEEDS OF MULTIPLE GENERATIONS OF ELDERS. FOR THOSE IN THEIR 50S, THERE ARE EDUCATIONAL PROGRAMS, VOLUNTEER OPPORTUNITIES AND ACCESS TO COMMUNITY RESOURCES TO GUIDE AND HELP THEM DURING TIMES OF CRISIS. FOR THE 60-75 CROWD, THE SERVICES BUILD TO INCLUDE CONGREGATE MEALS FUNDED BY THE OLDER AMERICANS ACT, AND FOR THOSE AGED 75+ THE SUPPORTS BECOME MORE WRAP AROUND TO INCLUDE SOME COUNSELING AND SUPPORTIVE SERVICES LIKE CONNECTION TO TRANSPORTATION AND LIFE TRANSITION HELP. 130754 5819 69707 12360459 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 77 0 1 155 1 0 0 0 0 0 1 1 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 FL X CARLA BENISON 9415840040 2350 SCENIC DRIVE VENICE FL 34293 DALE ALDER BOARD MEMBER 0.50 X 0 0 0 R WAYNE MULLICAN BOARD MEMBER 0.50 X 0 0 0 PATRICIA COURTOIS BOARD MEMBER 0.50 X 0 0 0 ALBERT TRIPODI MD BOARD MEMBER 0.50 X 0 0 0 CARMEN VALENTI BOARD MEMBER 0.50 X 0 0 0 DARRIN HALSEY BOARD MEMBER 0.50 X 0 0 0 KEVIN MAISCH BOARD MEMBER 0.50 X 0 0 0 ROBERT HARRIS TREASURER 0.50 X X 0 0 0 GLORIA SCHRANZ DDS SECRETARY 0.50 X X 0 0 0 KEVIN W O'NEIL MD VICE CHAIR - NORTH 0.50 X X 0 0 0 KATHY SILVERBERG CHAIR 0.50 X X 0 0 0 JOHN COUNSELL VICE CHAIR - SOUTH 0.50 X X 0 0 0 ERIN MCLEOD PRESIDENT & CEO 40.00 X 129434 0 15002 CARLA BENISON VICE PRESIDENT OF FINANCE 40.00 X 92186 0 5916 221620 0 20918 1 0 0 0 GA FOODS 12200 32ND COURT NORTH ST PETERBURG FL 33716 MEALS 1231433 REDICARE NURSING SERVICES 6325 PRESIDENTAL CT STE 8 FORT MYERS FL 33919 IN-HOME SERVICES 589252 ALLIED PRO-HEALTH 8620 TAMIAMI TRL STE D SARASOTA FL 34239 IN-HOME SERVICES 468723 MUTUAL OF AMERICA 1450 CENTREPARK BLVD WEST PALM BEACH FL 33401 RETIREMENT 437980 HOME INSTEAD SENIOR CARE 1505 SE 40TH STREET CAPE CORAL FL 33904 IN-HOME SERVICES 430140 23 10785 275000 1760808 2046593 SUPPORTING AGING SERVICES 624100 7137686 7137686 HEALTHY AGING SERVICES 624100 2396234 2396234 ELDERCARE NUTRITION SERVICES 624100 2242774 2242774 COMMUNITY ENGAGEMENT SERVICES 624100 69708 69708 11846402 13219 13219 1946 2851 -905 -905 -905 43311 42259 1052 1052 1052 297749 10785 80207 217542 217542 MISC 900099 67033 67033 67033 14190936 11846402 0 297941 5153866 5153866 242538 242538 3720751 3326481 394270 155110 141021 14089 282439 252510 29929 307008 274476 32532 66130 64730 1400 509751 385355 124396 621130 434207 186923 422138 358385 63753 88542 66549 21993 502827 170402 332425 94605 82747 11858 FOOD / MEALS 1259976 1246538 13438 MAINTENANCE AND REPAIRS 418259 352277 65982 OTHER 84731 50915 33816 13929801 12360459 1569342 0 5173 5869 886124 1391629 1543750 1705302 102225 110356 10861558 6727239 4414230 4134319 317813 338105 690455 696557 7959770 8382137 1417289 1453288 337960 403918 1755249 1857206 X 4624873 5162060 1545500 1328723 34148 34148 6204521 6524931 7959770 8382137 X 261135 4773 54502 X X 0 1 X 1 1 1 X 1629849 1840151 1448582 1543870 2046593 8509045 1629849 1840151 1448582 1543870 2046593 8509045 433190 8075855 38029 26368 17098 15793 15165 112453 80449 100749 107841 104228 67033 460300 9081798 51874805 0.88920 0.90740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124800 124800 7750940 5333456 2417484 1014923 278187 736736 1661441 895015 766426 309454 220581 88873 4134319 TRUST RECEIVABLE, NET 696557 696557 X 17004107 4773 2670838 54502 2730113 14273994 -83058 -83058 14190936 16683697 2670838 83058 2753896 13929801 0 13929801 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE CENTER AND FOUNDATION HAVE 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 COMBINING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,502. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B -80,207. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B -2,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B 80,207. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B 2,851. SCHEDULE D PARTS XI AND XII REVENUE & EXPENSE RECONCILIATIONS SENIOR FRIENDSHIP CENTERS PROVIDES SERVICES TO 5 COUNTIES THROUGHOUT SOUTHWEST FLORIDA INCLUDING CHARLOTTE, COLLIER, DESOTO, LEE AND SARASOTA. WITHIN THE SUPPLEMENTAL INFORMATION OF THE AUDITED FINANCIAL STATEMENTS ARE SCHEDULES BY COUNTY, AND INCLUDES A SUMMARY SCHEDULE REFLECTING ALL COUNTIES. PLEASE REFER TO THE IRS 990, SCHEDULE D, PART XI AND PART XII ABOVE, SHOWS THE TOTAL REVENUE PER THE AUDITED FINANCIAL STATEMENTS AS $17,004,107 AND TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS AS $16,683,697. THE NET DOLLAR AMOUNT IS $320,410, AND IS FURTHER BROKEN DOWN BY COUNTY, AGAIN ON THE SUPPLEMENTAL INFORMATION IN THE AUDITED FINANCIAL STATEMENTS AS FOLLOWS: CHARLOTTE $(12,801); COLLIER $(48,665); DESOTO ($2,397); LEE $135,418; SARASOTA $248,855. SERVICES PROVIDED BY COUNTY: CHARLOTTE COUNTY: CONGREGATE AND HOME DELIVERED MEALS, FRIENDSHIP AT HOME COLLIER COUNTY: MEDICAL AND DENTAL CLINICS DESOTO COUNTY: CONGREGATE AND HOME DELIVERED MEALS AND CASE MANAGEMENT LEE COUNTY: CONGREGATE AND HOME DELIVERED MEALS, CASE MANAGEMENT, WELLNESS CLINIC, LICENSED ADULT DAY SERVICES, RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) AND FRIENDSHIP AT HOME SARASOTA COUNTY: CONGREGATE AND HOME DELIVERED MEALS, CASE MANAGEMENT, FRIENDSHIP AT HOME AND ECONOMIC SECURITY, LICENSED ADULT DAY SERVICES AND CAREGIVER RESOURCE CENTERS, LIFELONG LEARNING AND ROAD SCHOLAR, MEDICAL, DENTAL CLINICS AND WELLNESS EDUCATION, NATIONALLY ACCREDITED SENIOR CENTERS, VOLUNTEER SERVICES FRIENDSHIP AROUND THE WORLD 121400 6075 115325 28600 4444 7130 PEOPLE HELPING PEOPLE 51182 1850 49332 7913 1370 3810 3 135952 2860 133092 8930 1250 16760 308534 10785 297749 45443 7064 27700 80207 217542 1 OLDER AMERICAN ACT - PROGRAM ASSISTANCE TO SENIOR CITIZENS 1340 5153866 FMV SFC PROVIDES PROGRAM ASSISTANCE TO SENIOR CITIZENS IN THE FORM OF PROVIDING PAYMENT TO THIRD PARTY SERVICE PROVIDERS ON BEHALF OF THE INDIVIDUAL SENIORS. PART I, LINE 2: GRANTS ARE SECURED THROUGH APPLICATION PROCESS. SOCIAL SERVICE DEPARTMENT DETERMINES ELIGIBLITY OF CLIENT BASED ON ESTABLISHED CRITERIA DETAILED IN SPECIFIC GRANT AWARD AND COORDINATES SERVICE DELIVERY. CLIENT FILE IS CREATED TO DOCUMENT CLIENT AUTHORIZATION AND SERVICE DELIVERY. IT DEPARTMENT TRACKS SERVICE DELIVERY AND REPORTS SERVICE DELIVERY BY EPISODE FOR REIMBURSEMENT AND PAYMENT FOR SERVICES. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION SENIOR FRIENDSHIP CENTERS, INC. WAS FOUNDED IN 1973 TO REDUCE ISOLATION AND LONELINESS, PROMOTE SELF-SUFFICIENCY AND INDEPENDENCE, AND TO PROVIDE SUPPORT TO PREVENT PREMATURE INSTITUTIONALIZATION. THE ORGANIZATION'S MISSION HAS EVOLVED TO PROMOTE HEALTH, DIGNITY AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. THIS MISSION IS ACHIEVED THROUGH A VARIETY OF SERVICES AND PROGRAMS FOR SENIORS AND THEIR FAMILIES INCLUDING NUTRITION, SENIOR CENTERS WITH LIFELONG LEARNING, ENRICHMENT AND EXERCISE, CASE MANAGEMENT COORDINATING IN-HOME SUPPORTS, ADULT DAY SERVICES FOR CLIENTS WITH ALZHEIMER'S AND OTHER DEMENTIAS, MEDICAL AND DENTAL SERVICES PROVIDED BY A UNIQUE VOLUNTEER RETIRED PHYSICIAN PROGRAM, FRIENDSHIP AT HOME AND CRISIS INTERVENTION, ROAD SCHOLAR LIFELONG LEARNING, AND A VARIETY OF VOLUNTEER OPPORTUNITIES THAT MATCH THOSE SERVICES AND PROGRAMS. FORM 990, PART I, LINE 6 BUILDING UPON THE ORGANIZATIONAL MOTTO OF PEOPLE HELPING PEOPLE, THE CAPACITY TO DO MORE AND SERVE MORE IS ACHIEVED THROUGH THE SKILLED RECRUITMENT AND PLACEMENT OF VOLUNTEERS. VOLUNTEERS ASSIST WITH THE DELIVERY OF MEALS TO HOMEBOUND ELDERS, ASSIST IN SERVING THE CONGREGATE MEALS, LEAD CLASSES IN THE SENIOR CENTERS, PROVIDE QUALITY MEDICAL AND DENTAL CARE IN THE FRIENDSHIP CENTERS' CLINICS, SERVE AS GREETERS/AMBASSADORS, CONDUCT OUTREACH AND FUNDRAISERS, PROVIDE CLERICAL AND ADMINISTRATIVE DUTIES, AND OFFER THEIR HAND AND SHOULDER TO A FELLOW HUMAN NEEDING SUPPORT AND COUNSEL. FORM 990, PART VI, SECTION B, LINE 11B INTERNAL REVIEW OF FORM 990 BY EXECUTIVE STAFF AND REVIEW OF COMPLETED FORM 990 WITH AUDIT COMMITTEE OF SENIOR FRIENDSHIP CENTERS BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. WHILE SERVING ON THE SFC BOARD, BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE BOARD CHAIR OR THE PRESIDENT/CEO IF ANY CONFLICTS ARISE. A BOARD QUESTIONNAIRE REQUIRES BOARD MEMBERS TO SPECIFICALLY IDENTIFY ANY OTHER AFFILIATIONS. THIS BOARD QUESTIONNAIRE IS REVIEWED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS SALARIES ARE ESTABLISHED AND COMPARED TO A LOCAL NONPROFIT COMPENSATION AND BENEFITS REPORT COMPLETED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, LAST UPDATED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,502. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE AUDIT COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND WITH THE SELECTION OF INDEPENDENT AUDITORS. 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 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0