2015-11-16T11:29:32-06:00 2014-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2014-01-01 591522614 SENIOR FRIENDSHIP CENTERS INC SENI 9419552122 1888 BROTHER GEENEN WAY SARASOTA FL 34236 ROBERT J CARTER PRESIDENT & CEO 9415840040 2015-11-13 1 REBECCA U STONER P00585910 9413654617 2014 2016-02-25 16:41:14Z ROBERT J CARTER 1888 BROTHER GEENEN WAY SARASOTA FL 34236 11638044 0 X WWW.FRIENDSHIPCENTERS.ORG X 1973 FL SEE ATTACHED STATEMENT LOCATED AT SCHEDULE O 14 14 167 1470 0 0 1840151 1448582 9264236 9755188 54134 32191 279945 250991 11438466 11486952 3248647 3755691 0 0 4661423 4400212 0 0 0 3542691 3528769 11452761 11684672 -14295 -197720 8293711 8108455 1638365 1595340 6655346 6513115 X TO PROMOTE HEALTH, DIGNITY, AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. 0 0 2110873 33278 2229895 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. 5436394 3134810 5672819 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. 2426356 568668 1662597 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". 326350 18936 189877 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. 326350 18936 189877 10299973 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 98 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 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 JANE JOHNSON BOARD MEMBER 0.50 X 0 0 0 KEVIN O'NEIL MD BOARD MEMBER 0.50 X 0 0 0 CARL WESTMAN BOARD MEMBER 0.50 X 0 0 0 F DOUGLAS HEINLEN BOARD MEMBER 4.00 X 0 0 0 LANCE MCKINNEY BOARD MEMBER 0.50 X 0 0 0 HAROLD RONSON 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 ROBERT HARRIS TREASURER 0.50 X X 0 0 0 GLORIA SCHRANZ DDS SECRETARY 0.50 X X 0 0 0 RICHARD BEEBE MD IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 KATHY SILVERBERG CHAIRMAN 0.50 X X 0 0 0 JOHN COUNSELL VICE CHAIRMAN 0.50 X X 0 0 0 ROBERT CARTER PRESIDENT & CEO 40.00 X 138858 0 26287 DAVID BLEHAR PRIOR CHIEF FINANCIAL OFFICER 40.00 X 28425 0 3220 ERIN MCLEOD SENIOR VICE PRESIDENT 40.00 X 97660 0 11914 CARLA BENISON VICE PRESIDENT OF FINANCE 40.00 X 61110 0 45 326053 0 41466 1 0 1 0 GA FOODS 12200 32ND COURT NORTH ST PETERBURG FL 33716 MEALS 1230515 MUTUAL OF AMERICA 1450 CENTREPARK BLVD WEST PALM BEACH FL 33401 RETIREMENT 450644 FLORIDA BLUE PO BOX 660299 DALLAS TX 75266 HEALTH INSURANCE 324943 REDICARE NURSING SERVICES 6325 PRESIDENTAL CT STE 8 FORT MYERS FL 33919 IN-HOME SERVICES 316847 ALTERNATIVE HOMEMAKING 1901 TAMIAMI TR S A VENICE FL 34293 IN-HOME SERVICES 260289 22 26424 505264 916894 1448582 SUPPORTING AGING SERVICES 624100 5672819 5672819 ELDERCARE NUTRITION SERVICES 624100 2229895 2229895 HEALTHY AGING SERVICES 624100 1662597 1662597 COMMUNITY ENGAGEMENT SERVICES 624100 189877 189877 9755188 16237 16237 861 150 711 711 711 51454 14754 50254 0 1200 14754 15954 15954 243127 26424 100688 142439 142439 MISC 900099 107841 107841 107841 11486952 9755188 0 283182 3755691 3755691 367519 367519 3290598 2964368 326230 135997 122514 13483 294852 265620 29232 311246 280389 30857 62100 61232 868 280764 220704 60060 360311 326863 33448 468422 413396 55026 90687 72774 17913 411768 106173 305595 108524 95661 12863 FOOD / MEALS 1231550 1221060 10490 MAINTENANCE AND REPAIRS 439271 348258 91013 OTHER 75372 45270 30102 11684672 10299973 1384699 0 6175 6703 1343616 1187894 1370587 1490708 166152 163712 10563456 6312727 4386945 4250729 372097 360218 648139 648491 8293711 8108455 1419295 1331687 219070 263653 1638365 1595340 X 5330230 5140953 1290968 1338014 34148 34148 6655346 6513115 8293711 8108455 X -197720 6737 48752 X X 0 1 X 1 1 1 X 1500123 1186280 1629849 1840151 1448582 7604985 1500123 1186280 1629849 1840151 1448582 7604985 186430 7418555 54840 43724 38029 26368 17098 180059 69501 81767 80449 100749 107841 440307 8225351 48961672 0.90190 0.91440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2685619 2685619 1 124800 124800 7750940 4861124 2889816 1008902 147532 861370 1397830 1048760 349070 280984 255311 25673 4250729 TRUST RECEIVABLE, NET 648491 648491 X 14466423 6737 2823144 48752 2878633 11587790 -100838 -100838 11486952 14608654 2823144 100838 2923982 11684672 0 11684672 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 MAD CAP EVENING 107086 8874 98212 24260 7500 5171 GOING TO THE CHAPEL 62677 10150 52527 11806 1311 6 75489 7400 68089 1425 29159 2085 3276 245252 26424 218828 1425 65225 9585 9758 85993 132835 1 OLDER AMERICAN ACT - PROGRAM ASSISTANCE TO SENIOR CITIZENS 1338 3755691 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. X X 0 0 0 0 0 0 0 0 0 ROBERT CARTER PRESIDENT & CEO 138858 0 0 0 0 0 25831 0 456 0 165145 0 0 0 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. 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 11A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0