2014-11-17T12:47:19-06:00 2013-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2013-01-01 160743132 ROCHESTER FRIENDLY HOME ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 JAMES DEWHIRST PRESIDENT/CEO 5853811600 2014-11-13 1 MARY MADONIA P00405803 7168472651 2013 2015-11-30 17:44:51Z THE FRIENDLY HOME JAMES DEWHIRST 3156 EAST AVENUE ROCHESTER NY 14618 29458827 0 X N/A X HEALTH CARE - NOT FOR PROFIT 1849 NY THE FRIENDLY HOME IS A 200 BED RESIDENTIAL HEALTH CARE FACILITY LOCATED IN ROCHESTER, NY. 18 17 456 217 0 0 155045 279815 23398505 23626326 319829 349698 90412 176090 23963791 24431929 0 0 0 0 13673938 15021318 0 0 0 8846497 9755795 22520435 24777113 1443356 -345184 42492282 43498912 27471807 23068023 15020475 20430889 X THE FRIENDLY HOME IS A NON-PROFIT, NON-DENOMINATIONAL NURSING CARE AND REHABILITATION FACILITY FOR OLDER ADULTS. LOCATED AT 3156 EAST AVENUE IN BRIGHTON, THE FRIENDLY HOME OFFERS A VARIETY OF HEALTH CARE SERVICES INCLUDING 24-HOUR SKILLED NURSING CARE, TRANSITIONAL CARE/SHORT-TERM REHABILITATION, SPECIALIZED MEMORY CARE, AND HOSPICE CARE. CELEBRATING ITS 160TH ANNIVERSARY IN 2009, THE FRIENDLY HOME IS COMMITTED TO MEETING THE CHANGING NEEDS OF OLDER ADULTS BY PROVIDING SERVICES THAT ENHANCE QUALITY OF LIFE AND PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST LEVEL OF INDEPENDENCE. OUR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR MEMBERS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. 0 0 21227061 23802416 THE FRIENDLY HOME'S STAFF OF EXPERIENCED AND DEDICATED PROFESSIONALS TAKE PRIDE IN KNOWING THEIR RESIDENTS AS INDIVIDUALS, EACH WITH HIS OR HER OWN PERSONAL HISTORY AND DISTINCT PERSONALITY. THEY SHARE A MISSION OF PROVIDING CARE AND SERVICES THAT PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. THEIR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR RESIDENTS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. 21227061 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 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 33 0 456 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MICHAEL PERRY 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 LOIS IRWIN DIRECTOR 1.00 X 0 0 0 EDWARD H CARMAN IV CHAIRMAN 1.00 X X 0 0 0 JOSEPH CASION DIRECTOR 1.00 X 0 0 0 JAMES E DEWHIRST PRESIDENT/CEO 1.00 36.50 X X 0 380070 7650 CYNTHIA ROCHFORD DIRECTOR 1.00 X 0 0 0 ROSS P LANZAFAME IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT L LOWENTHAL JR DIRECTOR 1.00 X 0 0 0 DANIEL J BAIER TREASURER 1.00 X X 0 0 0 JOHN MAGEE DIRECTOR 1.00 X 0 0 0 STEPHANY A MOORE SECRETARY 1.00 X X 0 0 0 EASTER G TUCKER DIRECTOR 1.00 X 0 0 0 KIMBERLY M WILBORN CHAIR-ELECT 1.00 1.00 X X 0 0 0 MARY V WICKS DIRECTOR 1.00 X 0 0 0 THOMAS MURRAY DIRECTOR 1.00 X 0 0 0 KATHLEEN H DEVER DIRECTOR 1.00 X 0 0 0 NANNETTE P NOCON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER M MOONEY DIRECTOR 1.00 X 0 0 0 THEODORE HEINRICH DIRECTOR 1.00 X 0 0 0 MICHAEL PERRY CFO 30.00 7.50 X 133939 15407 9671 JOHN GAGNON ADMINISTRATOR 37.50 X 120733 0 8065 MAUREEN GARBACH DIRECTOR OF HEALTH SERVICE 37.50 X 126454 0 0 ELIZABETH ADJIVON NIGHT NURSING SUPERVISOR 40.00 X 120641 0 336 IRENE BERGADO EVENING NURSING SUPERVISOR 40.00 X 101191 0 7759 602958 395477 33481 5 0 1 1 SODEXHO OPERATIONS LLC PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE MANAGEMENT 951865 FREEDOM THERAPY PC 384 EAST AVENUE SUITE B ROCHESTER NY 14607 THERAPISTS 833897 SYSTEMS MANAGEMENT PLANNING INC 1020 JOHN STREET W HENRIETTA NY 14586 COMPUTER SERVICES 207610 PARTNERS IN INTERNAL MEDICINE 30 HAGEN DRIVE SUITE 310 ROCHESTER NY 14625 INTERNAL DOCTORS 106600 4 279815 279815 NET RESIDENT SERVICE 623000 23626326 23626326 23626326 193754 193754 5182842 5021882 5016 160960 -5016 155944 155944 OTHER INCOME 900099 71838 71838 MISCELLANEOUS 900099 50415 50415 TICKET SALES 900099 30449 30449 23388 23388 176090 24431929 23802416 0 349698 239469 239469 10456613 9689187 767426 1690878 1521790 169088 1502291 1352062 150229 1132067 1018860 113207 79063 79063 29815 29815 15562 15562 62888 62888 126321 64065 62256 170301 170301 43111 14451 28660 758098 605190 152908 2081888 1661971 419917 136612 136612 PURCHASED SERVICES 2276556 1970968 305588 NYS ASSESSMENT 1390732 1390732 BAD DEBTS 544577 544577 PHYSICIAN RENUMERATION 514619 514619 1525652 1423166 102486 24777113 21227061 3550052 0 4722304 4967799 263564 384544 73986 27469 2516173 2732852 84469 144107 119943 83425 102157 319303 39769903 17814151 23059308 21955752 2869446 2687024 843086 1259867 846083 813225 6991763 8123545 42492282 43498912 2046871 3460038 342777 336880 16140000 15815000 35001 41842 130000 160123 8777158 3254140 27471807 23068023 X 13659726 18768335 298417 488496 1062332 1174058 15020475 20430889 42492282 43498912 X -345184 -84298 5839896 X X 0 1 X 1 0 X 1814327 549178 236983 155045 279815 3035348 17593989 19810279 24506724 23802416 23874062 109587470 19408316 20359457 24743707 23957461 24153877 112622818 0 0 0 112622818 74844 38075 81657 262324 193754 650654 74844 38075 81657 262324 193754 650654 19483160 20397532 24825364 24219785 24347631 113273472 0.99430 0.99240 0.00570 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1287051 111726 236593 1635370 1141307 145744 1287051 1151773 -10466 1141307 1062332 89441 1151773 1062332 1062332 0.71790 0.28210 0 0 105661 105661 33072450 13645886 19426564 6591792 4168265 2423527 21955752 RESIDENTS FUNDS HELD 41842 DUE FROM THIRD PARTY PAYORS 427023 ASSETS WHOSE USE IS LIMITED 7654680 8123545 PENSION LIABILITY 1524012 INTEREST RATE SWAP CONTRACT 1730128 3254140 X 30187527 -84298 5839896 5755598 24431929 0 24431929 24777113 0 24777113 0 24777113 PART IV, LINE 2B: RESIDENT FUNDS HELD - THE HOME ACTS AS A CUSTODIAN FOR RESIDENT FUNDS. THE FUNDS ARE EXPENDED AT THE DISCRETION OF THE RESIDENTS FOR PERSONAL ITEMS. PART V, LINE 4: THE HOME USES CUMULATIVE EARNINGS OF THE ENDOWMENT FUNDS TO GROW INVESTMENTS AND DOES NOT TYPICALLY APPROPRIATE SUCH EARNINGS. THE CUMULATIVE EARNINGS, HOWEVER, HAVE BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED. PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE CODE. THE HOME IS NOT CLASSIFIED AS A PRIVATE FOUNDATION FOR TAX PURPOSES. THE HOME FILES ITS RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND ITS ANNUAL FILING OF ORGANIZATIONS IN NEW YORK STATE. THE YEARS 2010-2012 GENERALLY REMAIN OPEN TO EXAMINATION IN TAXING JURISDICTIONS IN WHICH THE HOME IS SUBJECT TO FILING REQUIREMENTS OF THOSE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN MINIMUM PENSION LIABILAITY 5,153,866. INCREASE IN INTEREST RATE SWAP 686,030. X X X X 0 1 0 0 0 0 0 0 0 JAMES E DEWHIRST PRESIDENT/CEO 0 316479 0 12000 0 51591 0 0 0 7650 0 387720 0 37511 MICHAEL PERRY CFO 130768 15041 2559 295 612 71 0 0 8674 997 142613 16404 0 0 PART I, LINE 4B JAMES DEWHIRST, THE PRESIDENT AND CEO, ACCRUED DEFERRED COMPENSATION OF $37,511 IN 2012 UNDER THE SECTION 457(F) PLAN OF THE FRIENDLY HOME. THIS AMOUNT WAS INCLUDED IN THE 2012 SCHEDULE J, COLUMN (C) DEFERRED COMPENSATION AMOUNT. IN JAMES DEWHIRST'S 2013 FORM W-2, BOX 5 WAGES, $37,511 WAS INCLUDED AS TAXABLE COMPENSATION. PART II MICHAEL PERRY (CFO) RECEIVED COMPENSATION, INCLUDING NON-TAXABLE BENEFITS, OF $7,988 FROM CLOVERWOOD SENIOR LIVING, INC. AND $8,202 FROM LINDEN KNOLL, INC., BOTH UNRELATED ORGANIZATIONS. A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 649903C58 2008-06-20 16745000 RENOVATION PROJECT TO EXPAND OUR EXISTING FACILITY 0 0 0 A 16745000 807520 334900 15602580 2010 0 0 1 1 A 0 1 0 0 0 0 0 A 0 0 0 0 1 1 M&T BANK 10.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO A REGULAR BOARD MEETING AND SUBSEQUENTLY REVIEWED & DISCUSSED AT THAT MEETING; COPIES OF THE 990 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR FOLLOWING THE ANNUAL MEETING, BOARD MEMBERS AND KEY EMPLOYEES ARE GIVEN THE HOME'S POLICY, GUIDELINES AND DISCLOSURE FORM. DISCLOSURE FORM IS COMPLETED AND RETURNED TO THE CEO. CEO REVIEWS AND NOTIFIES BOARD CHAIRPERSON OF ANY CONFLICTS DISCLOSED. FORMS FILED UNTIL NEXT YEAR AND HELD FOR 3 YEARS. FORM 990, PART VI, SECTION B, LINE 15 PER ADMINISTRATIVE POLICY #29, EXECUTIVE COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND SET BY THE EXECUTIVE COMMITTEE OF THE BOARD. AN OUTSIDE CONSULTANT PERFORMS A COMPENSATION STUDY OF LIKE ORGANIZATIONS EVERY TWO YEARS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION STUDY, ACTIVITIES AND ACCOMPLISHMENTS RELATIVE TO ANNUAL OBJECTIVES AND OVERALL OPERATING PERFORMANCE WHEN EVALUATING AND SETTING COMPENSATION. THE CEO IS NOT PRESENT WHEN PERFORMANCE AND COMPENSATION DISCUSSIONS AND SETTING OCCURS FOR HIS POSITION. KEY EMPLOYEE COMPENSATION, OTHER THAN THE CEO, IS APPROVED BY THE EXECUTIVE COMMITTEE BASED ON SAME CRITERIA AS AFOREMENTIONED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION MAY BE REQUESTED AND VIEWED DURING ROUTINE BUSINESS HOURS UPON REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION LIABILITY 5,153,866. CHANGE IN INTEREST RATE SWAP 686,030. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE FINANCIAL OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS FROM THE PRIOR YEAR. ROCHESTER FRIENDLY SENIOR SERVICES 3156 EAST AVENUE ROCHESTER NY 14618 161462330 SUPPORTING ORGANIZATION NY 501(C)(3) 11 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0