SENIOR FRIENDSHIP CENTERS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR FRIENDSHIP CENTERS INC (EIN 59-1522614)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349305235
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:29:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591522614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR FRIENDSHIP CENTERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 9419552122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 BROTHER GEENEN WAY | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J CARTER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9415840040 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J CARTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 BROTHER GEENEN WAY | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,638,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSHIPCENTERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHED STATEMENT LOCATED AT SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 167 | TotalEmployeeCnt |
| Total Volunteers | 1470 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,840,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,448,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,264,236 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,755,188 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $279,945 | PYOtherRevenueAmt |
| CY Other Revenue | $250,991 | CYOtherRevenueAmt |
| PY Total Revenue | $11,438,466 | PYTotalRevenueAmt |
| CY Total Revenue | $11,486,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,248,647 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,755,691 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,661,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,400,212 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,542,691 | PYOtherExpensesAmt |
| CY Other Expenses | $3,528,769 | CYOtherExpensesAmt |
| PY Total Expenses | $11,452,761 | PYTotalExpensesAmt |
| CY Total Expenses | $11,684,672 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,295 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$197,720 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,293,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,108,455 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,638,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,595,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,655,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,513,115 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE HEALTH, DIGNITY, AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,110,873 | ExpenseAmt |
| Grant | $33,278 | GrantAmt |
| Revenue | $2,229,895 | RevenueAmt |
| Desc | ELDERCARE NUTRITION SERVICES - PROVIDES CONGREGATE DINING FOR SENIORS IN PLEASANT SOCIAL SETTINGS AT HUB SENIOR CENTERS AND NEIGHBORHOOD SITES, HOME-DELIVERED MEALS TO HOMEBOUND INDIVIDUALS UNABLE TO SHOP AND PREPARE MEALS FOR THEMSELVES, NUTRITION COUNSELING AND EDUCATION PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,436,394 | ExpenseAmt |
| Grant | $3,134,810 | GrantAmt |
| Revenue | $5,672,819 | RevenueAmt |
| Desc | SUPPORTIVE AGING - CASE MANAGERS ASSESS NEEDS AND COORDINATE IN-HOME SERVICES TO HELP SENIORS REMAIN INDEPENDENT AND IN THEIR OWN HOMES. ADULT DAYCARE SERVICES PROVIDE ACTIVITIES IN A SAFE, SUPERVISED SETTING, ENABLING CLIENTS TO FUNCTION AT THE HIGHEST LEVEL POSSIBLE, WHILE CAREGIVERS HAVE TIME FOR THEMSELVES. SPECIALLY TRAINED STAFF ASSISTS WITH ALZHEIMER'S DAYCARE CLIENTS AND CAREGIVER RESPITE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,426,356 | ExpenseAmt |
| Grant | $568,668 | GrantAmt |
| Revenue | $1,662,597 | RevenueAmt |
| Desc | HEALTHY AND ACTIVE AGING- HEALTH, DENTAL, MEDICATION ASSISTANCE PROGRAMS STAFFED BY VOLUNTEER PHYSICIANS AND NURSES, SENIOR CENTERS FOR SOCIALIZAION, EDUCATIONAL ACTIVITIES, AND FITNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES THROUGH-OUT THE COMMUNITY TO SHARE ACCUMULATED WISDOM AND KNOWLEDGE AND A CHANCE TO "GIVE BACK". | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $326,350 | ExpenseAmt |
| Grant | $18,936 | GrantAmt |
| Revenue | $189,877 | RevenueAmt |
| Desc | COMMUNITY ENGAGEMENT SERVICES - SENIOR CENTERS - BRIMMING WITH ACTIVITES TO MEET THE DIVERSE NEEDS OF THE AREA'S 50+ POPULATION, THE CENTERS PROVIDE EXERCISE FOR ALL LEVELS, ARTS AND CRAFTS, FOREIGN LANGUAGE CLASSES, SEMINARS, LIVE MUSIC AND DANCING, INFORMATION AND REFERRAL AND AN OPPORTUNITY TO MAKE NEW FRIENDS AND EXPLORE NEW INTERESTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $326,350 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $18,936 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $189,877 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,299,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 167 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLA BENISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9415840040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2350 SCENIC DRIVE | AddressLine1Txt |
| City | VENICE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34293 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DALE ALDER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANE JOHNSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEVIN O'NEIL MD | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARL WESTMAN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| F DOUGLAS HEINLEN | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE MCKINNEY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HAROLD RONSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALBERT TRIPODI MD | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARMEN VALENTI | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HARRIS | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLORIA SCHRANZ DDS | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD BEEBE MD | ||||||
| IMMEDIATE PAST CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY SILVERBERG | ||||||
| CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN COUNSELL | ||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT CARTER | ||||||
| PRESIDENT & CEO | 40.00 | $138,858 | $0 | $26,287 | Yes (X) | |
| DAVID BLEHAR | ||||||
| PRIOR CHIEF FINANCIAL OFFICER | 40.00 | $28,425 | $0 | $3,220 | Yes (X) | |
| ERIN MCLEOD | ||||||
| SENIOR VICE PRESIDENT | 40.00 | $97,660 | $0 | $11,914 | Yes (X) | |
| CARLA BENISON | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $61,110 | $0 | $45 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $326,053 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,466 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GA FOODS | |||||
| 12200 32ND COURT NORTH | ST PETERBURG | FL | 33716 | MEALS | $1,230,515 |
| MUTUAL OF AMERICA | |||||
| 1450 CENTREPARK BLVD | WEST PALM BEACH | FL | 33401 | RETIREMENT | $450,644 |
| FLORIDA BLUE | |||||
| PO BOX 660299 | DALLAS | TX | 75266 | HEALTH INSURANCE | $324,943 |
| REDICARE NURSING SERVICES | |||||
| 6325 PRESIDENTAL CT STE 8 | FORT MYERS | FL | 33919 | IN-HOME SERVICES | $316,847 |
| ALTERNATIVE HOMEMAKING | |||||
| 1901 TAMIAMI TR S A | VENICE | FL | 34293 | IN-HOME SERVICES | $260,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,424 | FundraisingAmt |
| Related Organizations | $505,264 | RelatedOrganizationsAmt |
| All Other Contributions | $916,894 | AllOtherContributionsAmt |
| Total Contributions | $1,448,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUPPORTING AGING SERVICES | 624100 | $5,672,819 | $5,672,819 |
| ELDERCARE NUTRITION SERVICES | 624100 | $2,229,895 | $2,229,895 |
| HEALTHY AGING SERVICES | 624100 | $1,662,597 | $1,662,597 |
| COMMUNITY ENGAGEMENT SERVICES | 624100 | $189,877 | $189,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,755,188 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,237 | TotalRevenueColumnAmt |
| Exclusion | $16,237 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $861 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $711 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711 | TotalRevenueColumnAmt |
| Exclusion | $711 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,454 | SecuritiesAmt |
| Other | $14,754 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,254 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,200 | SecuritiesAmt |
| Other | $14,754 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,954 | TotalRevenueColumnAmt |
| Exclusion | $15,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $243,127 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,424 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $100,688 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,439 | TotalRevenueColumnAmt |
| Exclusion | $142,439 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $107,841 | TotalRevenueColumnAmt |
| Exclusion | $107,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $107,841 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,486,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,755,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $283,182 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,755,691 | TotalAmt |
| Program Services | $3,755,691 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,519 | TotalAmt |
| Management And General | $367,519 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,290,598 | TotalAmt |
| Program Services | $2,964,368 | ProgramServicesAmt |
| Management And General | $326,230 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,997 | TotalAmt |
| Program Services | $122,514 | ProgramServicesAmt |
| Management And General | $13,483 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,852 | TotalAmt |
| Program Services | $265,620 | ProgramServicesAmt |
| Management And General | $29,232 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,246 | TotalAmt |
| Program Services | $280,389 | ProgramServicesAmt |
| Management And General | $30,857 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,100 | TotalAmt |
| Program Services | $61,232 | ProgramServicesAmt |
| Management And General | $868 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,764 | TotalAmt |
| Program Services | $220,704 | ProgramServicesAmt |
| Management And General | $60,060 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,311 | TotalAmt |
| Program Services | $326,863 | ProgramServicesAmt |
| Management And General | $33,448 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,422 | TotalAmt |
| Program Services | $413,396 | ProgramServicesAmt |
| Management And General | $55,026 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,687 | TotalAmt |
| Program Services | $72,774 | ProgramServicesAmt |
| Management And General | $17,913 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,768 | TotalAmt |
| Program Services | $106,173 | ProgramServicesAmt |
| Management And General | $305,595 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,524 | TotalAmt |
| Program Services | $95,661 | ProgramServicesAmt |
| Management And General | $12,863 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD / MEALS | $1,231,550 | $1,221,060 | $10,490 |
| MAINTENANCE AND REPAIRS | $439,271 | $348,258 | $91,013 |
| OTHER | $75,372 | $45,270 | $30,102 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,684,672 | TotalAmt |
| Program Services | $10,299,973 | ProgramServicesAmt |
| Management And General | $1,384,699 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,175 | BOYAmt |
| EOY | $6,703 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,616 | BOYAmt |
| EOY | $1,187,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,587 | BOYAmt |
| EOY | $1,490,708 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,152 | BOYAmt |
| EOY | $163,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,563,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,312,727 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,386,945 | BOYAmt |
| EOY | $4,250,729 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,097 | BOYAmt |
| EOY | $360,218 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,139 | BOYAmt |
| EOY | $648,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,293,711 | BOYAmt |
| EOY | $8,108,455 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,295 | BOYAmt |
| EOY | $1,331,687 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,070 | BOYAmt |
| EOY | $263,653 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,638,365 | BOYAmt |
| EOY | $1,595,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,330,230 | BOYAmt |
| EOY | $5,140,953 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,968 | BOYAmt |
| EOY | $1,338,014 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,148 | BOYAmt |
| EOY | $34,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,655,346 | BOYAmt |
| EOY | $6,513,115 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,293,711 | BOYAmt |
| EOY | $8,108,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$197,720 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,737 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,752 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,629,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,840,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,448,582 | CurrentTaxYearAmt |
| Total | $7,604,985 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,629,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,840,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,448,582 | CurrentTaxYearAmt |
| Total | $7,604,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $186,430 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,418,555 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,098 | CurrentTaxYearAmt |
| Total | $180,059 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,841 | CurrentTaxYearAmt |
| Total | $440,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,225,351 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,961,672 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,685,619 | BeginningYearBalanceAmt |
| Other Expenditures | $2,685,619 | OtherExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,800 | OtherCostOrOtherBasisAmt |
| Book Value | $124,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,750,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,861,124 | DepreciationAmt |
| Book Value | $2,889,816 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,008,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,532 | DepreciationAmt |
| Book Value | $861,370 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,397,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,048,760 | DepreciationAmt |
| Book Value | $349,070 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $255,311 | DepreciationAmt |
| Book Value | $25,673 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,250,729 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST RECEIVABLE, NET | Desc |
| Book Value | $648,491 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $648,491 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,466,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,737 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,823,144 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $48,752 | OtherRevenueAmt |
| Revenue Not Reported | $2,878,633 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,587,790 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$100,838 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$100,838 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,486,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,608,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,823,144 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $100,838 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,923,982 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,684,672 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,684,672 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 48,752. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B -100,688. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B -150. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B 100,688. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B 150. |
| SCHEDULE D PARTS XI AND XII REVENUE AND 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 $14,466,423 AND TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS AS $14,608,654. THE NET DOLLAR AMOUNT IS ($142,231), AND IS FURTHER BROKEN DOWN BY COUNTY, AGAIN ON THE SUPPLEMENTAL INFORMATION IN THE AUDITED FINANCIAL STATEMENTS AS FOLLOWS: CHARLOTTE $20,861; COLLIER ($108,565); DESOTO ($28,414); LEE $129,807; SARASOTA ($155,920). 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, CASE MANAGEMENT, FRIENDSHIP AT HOME LEE COUNTY: CONGREGATE AND HOME DELIVERED MEALS, CASE MANAGEMENT, HEALTH CLINIC, LICENSED ADULT DAY SERVICES, RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAD CAP EVENING | Event1Nm |
| Gross Receipts Event1 | $107,086 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,874 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,212 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $24,260 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,171 | OtherDirectExpensesEvent1Amt |
| Event2 | GOING TO THE CHAPEL | Event2Nm |
| Gross Receipts Event2 | $62,677 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,527 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $11,806 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,311 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $75,489 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,400 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $68,089 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,425 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $29,159 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,085 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,276 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $245,252 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,424 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $218,828 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,425 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $65,225 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,585 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,758 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,993 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $132,835 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | OLDER AMERICAN ACT - PROGRAM ASSISTANCE TO SENIOR CITIZENS | GrantTypeTxt |
| Recipient | 1338 | RecipientCnt |
| Non Cash Assistance | $3,755,691 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SFC PROVIDES PROGRAM ASSISTANCE TO SENIOR CITIZENS IN THE FORM OF PROVIDING PAYMENT TO THIRD PARTY SERVICE PROVIDERS ON BEHALF OF THE INDIVIDUAL SENIORS. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CARTER | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $138,858 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $25,831 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $456 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,145 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION | SENIOR FRIENDSHIP CENTERS, INC. WAS FOUNDED WITH THE MISSION OF ASSISTING SENIORS IN MAINTAINING THEIR SELF-SUFFICIENCY AND INDEPENDENCE, AND THE GOAL OF PREVENTING PREMATURE INSTITUTIONALIZATION. THIS MISSION IS ACHIEVED THROUGH A VARIETY OF SERVICES TO SENIORS WHICH ADDRESS PHYSICAL AND EMOTIONAL HEALTH NEEDS SUCH AS MEAL AND NUTRITION PROGRAMS, CASE MANAGEMENT, SENIOR CENTERS DEDICATED TO SENIOR SOCIALIZATION, ADULT DAY CARE, ALZHEIMER'S SERVICES, MEDICAL AND DENTAL SERVICES PROVIDED BY A UNIQUE RETIRED PHYSICIAN PROGRAM, HEALTHY AGING SERVICES, FRIENDSHIP AT HOME PROGRAM ASSISTANCE, ELDERHOSTEL PROGRAMING, AND MANY VOLUNTEER OPPORTUNITIES FOR PARTICIPANTS. |
| FORM 990, PART I, LINE 6 | VOLUNTEERS PROVIDE MANY SERVICES TO SENIOR FRIENDSHIP CENTERS THAT WOULD OTHERWISE REQUIRE STAFFING. VOLUNTEERS ASSIST WITH THE DELIVERY OF MEALS TO HOME BOUND SENIORS, ASSISTING WITH CONGREGATE MEAL PROGRAMS, LEADING CLASSES IN OUR SENIOR CENTERS, ASSISTING IN THE HEALTH CLINICS, WORKING OUR SNACK BARS, PROVIDE GENERAL OFFICE FILING AND CASH COUNTING, AND GREETING PEOPLE AS THEY ENTER OUR FACILITIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | INTERNAL REVIEW OF FORM 990 BY EXECUTIVE STAFF AND REVIEW OF COMPLETED FORM 990 WITH FINANCE 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 2011. |
| 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 48,752. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE FINANCE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND WITH THE SELECTION OF INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR FRIENDSHIP CENTERS FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 BROTHER GREENEN WAY | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650364819 | EIN |
| Primary Activities | PROVIDES FINANCIAL AND FUNDRAISING SUPPORT FOR SENIOR FRIENDSHIP CENTER, INC | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |