2013-08-13T15:20:03-05:00 2012-12-31 454051133 FREED MAXICK CPAS PC 800 LIBERTY BLDG 420 MAIN ST BUFFALO NY 142023508 990 2012-01-01 160743132 ROCHESTER FRIENDLY HOME DBA THE FRIENDLY HOME ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 JAMES DEWHIRST 5853811600 2013-08-07 1 MARY MADONIA P00405803 7168472651 2012 2016-02-25 16:41:14Z JAMES DEWHIRST 3156 EAST AVENUE ROCHESTER NY 14618 24790092 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. 20 19 447 230 0 0 236983 155045 24401357 23398505 139974 319829 105367 90412 24883681 23963791 0 0 0 0 13148007 13673938 0 0 0 8682916 8846497 21830923 22520435 3052758 1443356 41187435 42492282 25984213 27471807 15203222 15020475 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 20024012 23488917 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. 20024012 1 1 0 0 0 0 0 0 0 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 39 0 447 1 0 0 0 0 0 0 0 0 0 0 X 20 19 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 DANIEL BAIER 1.00 X 0 0 0 EDWARD H CARMAN IV 1.00 X X 0 0 0 JOSEPH CASION 1.00 X 0 0 0 JAMES E DEWHIRST 1.00 X X 341182 0 80434 DONALD E JEFFRIES 1.00 X 0 0 0 ROSS P LANZAFAME 1.00 X 0 0 0 ROBERT L LOWENTHAL JR 1.00 X 0 0 0 TIMOTHY J MCNAMARA 1.00 X X 0 0 0 KATHRYN J MEREDITH 1.00 X 0 0 0 STEPHANY A MOORE 1.00 X X 0 0 0 MARGARET P SUPINSKI 1.00 X 0 0 0 EASTER G TUCKER 1.00 X 0 0 0 ELIZABETH A WEBSTER 1.00 X 0 0 0 KIMBERLY WILBORN 1.00 X 0 0 0 MARY V WICKS 1.00 X 0 0 0 THOMAS MURRAY 1.00 X 0 0 0 ELLEN WARREN 1.00 X 0 0 0 KATHLEEN H DEVER 1.00 X 0 0 0 NANNETTE P NOCON 1.00 X 0 0 0 CHRISTOPHER MOONEY 1.00 X 0 0 0 PETER HEINRICH 1.00 X 0 0 0 MICHAEL PERRY 31.50 X 133414 0 7726 JOHN GAGNON 22.50 X 115061 0 7578 MAUREEN GARBACH 37.50 X 124277 0 0 ELIZABETH ADJIVON 40.00 X 103415 0 288 817349 0 96026 5 0 1 0 SODEXHO OPERATIONS LLC PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE MANAGEMENT 986446 FREEDOM THERAPY PC 384 EAST AVENUE SUITE B ROCHESTER NY 14607 THERAPISTS 915942 MRI CONTRACTORS OF NY INC 300 HAGEN ROAD FAIRPORT NY 14450 PAVING CONTRACTORS 255388 PARTNERS IN INTERNAL MEDICINE 30 HAGEN DRIVE SUITE 310 ROCHESTER NY 14625 INTERNAL DOCTORS 106600 4 155045 155045 NET RESIDENT SERVICE 623000 23398505 23398505 23398505 262324 262324 883806 826301 57505 57505 57505 TICKET SALES 900099 36936 36936 REFUNDS AND REBATES 900099 22095 22095 MISCELLANEOUS 900099 22081 22081 9300 9300 90412 23963791 23488917 0 319829 589657 589657 9793328 9356943 436385 1186958 1064954 122004 1219580 1098842 120738 884415 796858 87557 52011 52011 29100 29100 49307 49307 65302 65302 114393 55854 58539 85306 85306 40099 20570 19529 780999 694868 86131 2040356 1815339 225017 129674 129674 PURCHASED SERVICES 2168657 1959781 208876 NYS ASSESSMENT 1415944 1415944 PHYSICIAN RENUMERATION 498967 498967 LABS,DRUGS, MEDICAL SUP 435436 435436 940946 809656 131290 22520435 20024012 2496423 0 3243502 4722304 417991 263564 97488 73986 2541627 2516173 66362 84469 123191 119943 131426 102157 38885899 15826591 24257513 23059308 2520897 2869446 662397 843086 878941 846083 6246100 6991763 41187435 42492282 2071623 2046871 457907 342777 16450000 16140000 130000 7004683 8812159 25984213 27471807 X 13949872 13659726 191018 298417 1062332 1062332 15203222 15020475 41187435 42492282 X 1443356 185620 -1811723 X X 0 1 X 0 0 X 615339 1814327 549178 236983 155045 3370872 1956977 17593989 19810279 24506724 23488917 87356886 2572316 19408316 20359457 24743707 23643962 90727758 0 0 0 90727758 241093 74844 38075 81657 262324 697993 241093 74844 38075 81657 262324 697993 2813409 19483160 20397532 24825364 23906286 91425751 0.99240 0.99200 0.00760 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1141307 145744 1287051 1151773 -10466 1141307 1062332 89441 1151773 1062332 1062332 1062332 1062332 0.82540 0.17460 0 0 105661 105661 32525413 12041656 20483757 6254825 3784935 2469890 23059308 RESIDENTS FUNDS HELD 35001 DUE FROM THIRD PARTY PAYORS 524469 ASSETS WHOSE USE IS LIMITED 6432293 6991763 RESIDENTS FUNDS HELD 35001 PENSION LIABILITY 6361000 INTEREST RATE SWAP CONTRACT 2416158 8812159 X 24149411 185620 185620 23963791 0 23963791 24332158 1811723 1811723 22520435 0 22520435 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009-2011 GENERALLY REMAIN OPEN TO EXAMINATION IN TAXING JURISDICTIONS IN WHICH THE HOME IS SUBJECT TO FILING REQUIREMENTS OF THOSE JURISDICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN MINIMUM PENSION LIABILAITY 1,710,080. DECREASE IN INTEREST RATE SWAP 101,643. X X X X 0 1 0 0 0 0 0 0 0 JAMES E DEWHIRST 316779 0 10000 0 14403 0 70829 0 9605 0 421616 0 0 0 PART I, LINE 4B JAMES DEWHIRST, THE PRESIDENT AND CEO, ACCRUED DEFERRED COMPENSATION OF $37,511 IN 2012 UNDER THE ORGANIZATION'S SECTION 457(F) PLAN. 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION LIABILITY -1,710,080. CHANGE IN INTEREST RATE SWAP -101,643. 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