2013-08-02T08:45:14-05:00 2012-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2012-01-01 591522614 SENIOR FRIENDSHIP CENTERS INC SENI 9419552122 1888 BROTHER GEENEN WAY SARASOTA FL 34236 DAVID BLEHAR 9415840040 2013-07-24 1 REBECCA U STONER P00585910 9413654617 2012 2016-02-24 21:20:13Z ROBERT CARTER 1888 BROTHER GEENEN WAY SARASOTA FL 34236 12030889 0 X WWW.SENIORFRIENDSHIP.COM X 1973 FL SEE ATTACHED STATEMENT LOCATED AT SCHEDULE O 15 15 197 1558 0 0 1186280 1629849 9709582 9489750 996680 43556 199326 191405 12091868 11354560 4018432 3020262 0 0 5073116 4961173 0 0 0 3328225 3682109 12419773 11663544 -327905 -308984 8292283 8106639 1538278 1544697 6754005 6561942 X TO PROMOTE HEALTH, DIGNITY, AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. 0 0 2506422 3020262 2570352 NUTRITION WITH SENIOR HUNGER REACHING SHOCKING NUMBERS BOTH NATIONALLY AND REGIONALLY, SENIOR FRIENDSHIP CENTERS OFFERS HELP AT A BASIC LEVEL. NUTRITIOUS LUNCH IS SERVED DAILY AT PLEASANT SOCIAL SETTINGS IN SENIOR CENTERS AND NEIGHBORHOOD SITES. MEALS ARE DELIVERED TO HOMEBOUND INDIVIDUALS UNABLE TO SHOP AND PREPARE MEALS FOR THEMSELVES. EMERGENCY FOOD BAGS HELP THOSE WHO HAVE THE DIFFICULT CHOICE BETWEEN MEDICATIONS, PET FOOD, RENT, AND FOOD. NUTRITION COUNSELING IS PROVIDED BY REGISTERED DIETICIANS TO EDUCATE SENIORS ABOUT THE MOST AFFORDABLE AND HEALTHY WAYS TO SHOP AND COOK FOR THEMSELVES. 4983105 4994463 SUPPORTIVE AGING TO HELP SENIOR REMAIN INDEPENDENT AND IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, SENIOR FRIENDSHIP CENTERS OFFERS IN-HOME SUPPORT THROUGH COORDINATED CASE MANAGEMENT. FOR MORE FRAIL SENIORS AND THOSE WITH ALZHEIMER'S DISEASE, LICENSED ADULT DAY CARE PROGRAMS PROVIDE SAFE, SUPERVISED SETTINGS, WHERE CLIENTS ARE ABLE TO FUNCTION AT THE HIGHEST LEVEL POSSIBLE, WHILE CAREGIVERS CAN WORK OR HAVE MUCH NEEDED TIME TO CARE FOR THEMSELVES. SPECIALLY TRAINED STAFF AND VOLUNTEERS CONDUCT EDUCATIONAL AND SUPPORT GROUPS FOR CARE GIVING FAMILIES THROUGH THE CAREGIVER RESOURCE CENTER. 2399747 1620361 HEALTHY & ACTIVE AGING CHRONIC DISEASE CAN BE DEBILITATING AND LIFE THREATENING. COMPLEX MEDICAL AND DENTAL CONDITIONS ARE MANAGED BY VOLUNTEER PHYSICIANS, DENTISTS, AND NURSES ALONGSIDE A SMALL PROFESSIONAL STAFF. ECONOMICALLY CHALLENGED SENIORS RECEIVE CARE IN THESE NATIONALLY ACCREDITED AND AWARD WINNING CLINICS. THE ORGANIZATIONS SENIOR CENTERS ARE ALSO NATIONALLY ACCREDITED AND AWARD WINNING, OFFERING SOCIALIZATION, EDUCATIONAL ACTIVITIES, FITNESS PROGRAMS, AND VOLUNTEER OPPORTUNITIES FOR SENIOR TO SHARE ACCUMULATED WISDOM AND KNOWLEDGE AND A CHANCE TO "GIVE BACK" AND FEEL A PROFOUND SENSE OF PURPOSE. BALANCE MOVEMENT/FALLS PREVENTION COMBINES EXERCISE WITH EDUCATION ABOUT HOME SAFETY AND MEDICATION MANAGEMENT. BRAIN FITNESS INCORPORATES MINDSET WORKSHOPS WITH THE INTERNET BASED DAKIM PROGRAM FOR A COMPLETE APPROACH TO COGNITIVE WELLNESS. POWERFUL TOOLS FOR CAREGIVERS IS A SIX WEEK COURSE FOCUSED SOLELY ON THE CAREGIVER, GUIDED BY A STAFF/VOLUNTEER TEACHING HOW TO BETTER CARE FOR THEMSELVES AND ASK FOR HELP WHEN NEEDED. EACH SUMMER, TECH BOOT CAMP PAIRS HIGH SCHOOL AND COLLEGE AGE INSTRUCTORS WITH SENIORS INTERESTED IN LEARNING MORE ABOUT TECHNOLOGY AND SOCIAL MEDIA. 475566 304574 THE RETIRED AND SENIOR VOLUNTEER PROGRAM AND AMERICORPS FOCUS ON IMPACTFUL COMMUNITY ENGAGEMENT THAT ADDRESSES COMMUNITY NEEDS. THE INTERNATIONAL ROAD SCHOLAR PROGRAM BRINGS VISITORS TO THE REGION FROM AROUND THE COUNTRY FOR TRAVEL-EDUCATION WHERE THEY MIGHT PARTICIPATE IN ONE OF MORE THAN 40 PROGRAMS SUCH AS OPERA, SPRING TRAINING BASEBALL, OR ENVIRONMENTAL ISSUES. 475566 304574 10364840 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 95 0 1 197 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X DAVID BLEHAR 9415840040 2350 SCENIC DRIVE VENICE FL 34293 DALE ALDER 0.50 X 0 0 0 JANE JOHNSON 0.50 X 0 0 0 KEVIN O'NEIL MD 0.50 X 0 0 0 CARL WESTMAN 0.50 X 0 0 0 F DOUGLAS HEINLEN 4.00 X 0 0 0 LANCE MCKINNEY 0.50 X 0 0 0 HAROLD ROSNON 0.50 X 0 0 0 ALBERT TRIPODI 0.50 X 0 0 0 CARMEN VALENTI 0.50 X 0 0 0 THOMAS WILLIAMS 0.50 X 0 0 0 ROBERT HARRIS 0.50 X X 0 0 0 GLORIA SCHRANZ DDS 0.50 X X 0 0 0 RICHARD BEEBE MD 0.50 X X 0 0 0 KATHY SILVERBERG 0.50 X X 0 0 0 JOHN COUNSELL 0.50 X X 0 0 0 ROBERT CARTER 40.00 X 127761 0 28421 DAVID BLEHAR 40.00 X 87218 0 11501 ERIN MCLEOD 40.00 X 87446 0 11515 302425 0 51437 1 0 1 0 GA FOODS 12200 32ND COURT NORTH ST PETERBURG FL 33716 MEALS 1176222 MUTUAL OF AMERICA 1450 CENTREPARK BLVD WEST PALM BEACH FL 33401 RETIREMENT 428354 FLORIDA BLUE PO BOX 660299 DALLAS TX 75266 HEALTH INSURANCE 367869 REDICARE NURSING SERVICES 6325 PRESIDENTAL CT STE 8 FORT MYERS FL 33919 IN-HOME SERVICES 292597 MULTI TASK GENIE DBA PRO HEALTH CARE 4370 S TAMIAMI TRAIL STE31 SARASOTA FL 34231 IN-HOME SERVICES 226360 14 88921 327239 1213689 270362 1629849 SUPPORTING AGING SERVI 624100 4994463 4994463 ELDERCARE NUTRITION SERVICES 624100 2570352 2570352 HEALTHY AGING SERVICES 624100 1620361 1620361 COMMUNITY ENGAGEMENT SERVICES 624100 304574 304574 9489750 30438 30438 7591 1539 6052 6052 6052 627139 612174 1847 14965 -1847 13118 13118 165673 88921 60769 104904 104904 MISC 900099 80449 80449 80449 11354560 9489750 0 234961 3020262 3020262 353861 353861 3780836 3445969 334867 157987 143994 13993 305494 278436 27058 362995 330845 32150 61190 60431 759 345957 301265 44692 309316 281601 27715 436371 390827 45544 100862 84388 16474 399239 137146 262093 107924 97057 10867 FOOD / MEALS 1388333 1377984 10349 MAINTENANCE AND REPAIRS 460048 372535 87513 OTHER 72869 42100 30769 11663544 10364840 1298704 0 5559 4574 1041685 1226732 1170542 1318436 338708 206181 9818235 5651792 4296179 4166443 885305 474546 554305 709727 8292283 8106639 1318935 1323738 216379 220959 2964 0 1538278 1544697 X 5754540 5159002 965317 1368792 34148 34148 6754005 6561942 8292283 8106639 X -308984 23969 92952 X X 0 1 X 1 1 1 X 2520356 2193628 1500123 1186280 1629849 9030236 2520356 2193628 1500123 1186280 1629849 9030236 31332 8998904 154933 97988 54840 43724 38029 389514 38707 87435 69501 81767 80449 357859 9777609 47128321 0.92040 0.90530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3300639 285499 556073 422083 3720128 2488626 1259697 11678 459362 3300639 4828870 110093 454267 418751 2485853 2488626 4380958 328129 448188 328405 4828870 5077824 681931 -1001119 377678 4380958 1.00000 0 1 1 70000 70000 7750940 4387273 3363667 324265 57429 266836 1352764 900143 452621 320266 306947 13319 4166443 TRUST RECEIVABLE, NET 581527 DONATED PROPERTY HELD FOR SALE 128200 709727 X 14241071 23969 2707282 92952 2824203 11416868 -62308 -62308 11354560 14433134 2707282 62308 2769590 11663544 0 11663544 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BOARD DESIGNATED NET ASSETS ARE ALL HELD AT SENIOR FRIENDSHIP CENTERS FOUNDATION, INC. AND ARE RESTRICTED AS ENDOWMENT SUBJECT TO 5% DISTRIBTUTIONS AS CONTRIBUTIONS TO THE SENIOR FRIENDSHIP CENTERS, INC. TERM ENDOWMENTS WILL BE HELD FOR USE IN MULTIPLE PROGRAMS AND ALSO INCLUDE SPLIT INTEREST AGREEMENT RECEIVABLES, BENEFICIAL INTERESTS IN PERPETUAL TRUST, AND A CHARITABLE REMAINDER UNITRUST. PERMANENT ENDOWMENTS ARE HELD TO BE USED TO PROVIDE HEALTH SERVICES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 92,952. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B -60,769. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B -1,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B 60,769. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B 1,539. MAD CAP EVENING 104936 18000 86936 20861 6377 7997 TASTE OF FRIENDSHIP 25886 25886 500 485 450 1989 4 53772 12100 41672 3763 6553 2649 184594 30100 154494 4263 27899 6827 12635 51624 102870 1 OLDER AMERICAN ACT - PROGRAM ASSISTANCE TO SENIOR CITIZENS 708 3020262 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. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. 0 0 0 0 0 0 0 0 0 ROBERT CARTER 127761 0 0 0 0 0 24666 0 3755 0 156182 0 0 0 X 2 142162 MARKET VALUE X 5 128200 MARKET VALUE 0 1 0 ORGANIZATION MISSION STATEMENT FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION SENIOR FRIENDSHIP CENTERS, INC WAS FOUNDED IN 1973 TO HELP SENIORS MAINTAIN THEIR INDEPENDENCE AND TO PREVENT PREMATURE INSTITUTIONALIZATION. THE MISSION IS TO SUPPORT HEALTH, DIGNITY AND QUALITY OF LIFE ON THE JOURNEY OF AGING. THE ORGANIZATION OFFERS A MYRIAD OF SERVICES AND PROGRAMS TO ADDRESS THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF THE AGING POPULATION AND THEIR FAMILIES. NATIONALLY ACCREDITED AND RENOWNED SENIOR CENTERS HOST A VARIETY OF HEALTHY AGING ACTIVITIES INCLUDING LIFELONG LEARNING, TECHNOLOGY PROGRAMS, ENTERTAINMENT BY VOLUNTEER RETIRED PROFESSIONAL MUSICIANS, WELLNESS PROGRAMS AND EXERCISE. NATIONALLY RECOGNIZED AND AWARD-WINNING CLINICS OFFER A UNIQUE HEALTHCARE SAFETY NET WHERE RETIRED VOLUNTEER PHYSICIANS AND DENTISTS PROVIDE CARE FOR FINANCIALLY QUALIFIED LOW-INCOME SENIORS NOT YET ELIGIBLE FOR MEDICARE. NUTRITIOUS LUNCHES ARE OFFERED DAILY AT NUMEROUS COMMUNITY-BASED DINING SITES AS WELL AS AT THE MAIN HUB SENIOR CENTERS. BUT, IT'S SO MUCH MORE THAN JUST A MEAL. AT THOSE LOCATIONS SENIORS ENGAGE IN SOCIALIZATION, EXERCISE, AND VOLUNTEERISM. CAREGIVER AND FAMILY SUPPORTS LIKE ADULT DAY CARE AND ALZHEIMER'S SERVICES, EDUCATION PROGRAMS AND SUPPORT GROUPS CREATE A TRUSTED HAVEN DURING SOME OF THE MOST DIFFICULT TIMES IN LIFE. WHEN HEALTH OR LIFE CIRCUMSTANCES MAKE IT TOO DIFFICULT TO ATTEND A SENIOR CENTER, NEIGHBORHOOD SITE, OR ADULT DAY CARE, SUPPORTIVE PROGRAMS ARE THERE TO HELP WITH HOME DELIVERED MEALS, IN-HOME CARE, AND THE FRIENDSHIP AT HOME PROGRAM WHICH PAIRS SPECIALLY TRAINED AND SCREENED VOLUNTEERS WITH A HOME-BOUND ELDER IN NEED OF A CARING CONNECTION. WHETHER IT'S FINDING MEANINGFUL VOLUNTEER WORK OR REDEFINING PURPOSE, FROM LENDING A HAND TO HOLDING THE HAND OF A FRAIL ELDER, SENIOR FRIENDSHIP CENTERS IS THERE THROUGHOUT THE JOURNEY OF AGING. VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEERS ARE THE BACKBONE OF THE ORGANIZATION, PROVIDING MANY SERVICES WITHIN SENIOR FRIENDSHIP CENTERS THAT WOULD OTHERWISE REQUIRE PAID STAFFING. THIS METHOD FOR BUILDING CAPICITY ALLOWS DONORS TO COVER MORE DIRECT PROGRAM COSTS. VOLUNTEERS DELIVER MEALS TO HOMEBOUND SENIORS, SERVE MEALS IN DINING SITES, PROVIDE MUSICAL ENTERTAINMENT, TEACH CLASSES IN THE SENIOR CENTERS, AND OFFER TRAININGS IN THE CAREGIVER RESOURCE CENTERS. RETIRED VOLUNTEER PHYSICIANS, DENTISITS, NURSES, AND SUPPORT ANCILLARY STAFF DELIVER QUALITY MEDICAL AND DENTAL CARE IN OUR FRIENDSHIP CLINICS. 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 ASKED IF THEY HAVE ANY CONFLICTS OF INTEREST REGARDING SERVING ON THE SFC BOARD. BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE BOARD CHAIR OR THE PRESIDENT IF ANY CONFLICTS ARISE. A BOARD QUESTIONNAIRE IS UTILIZED THAT REQUIRES BOARD MEMBERS TO SPECIFICALLY IDENTIFY ANY AFFILIATIONS. THIS BOARD QUESTIONNAIRE IS REVIEWED BY THE CFO. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 92,952. FORM 990, PART XI, LINE 2C: 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) 11C - TYPE III-FI 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0