2026-03-06T15:13:03-07:00 2025-06-30 990 2024-07-01 310986918 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FRIE 6147641600 6000 Riverside Drive Dublin OH 43017 Rita Doherty Chief Executive Officer 6147641600 2026-03-06 1 2024 2025-03-06 01:10:19Z RITA DOHERTY 6000 RIVERSIDE DRIVE DUBLIN OH 43017 45338877 0 X www.fvdublin.org X 1979 OH SEE SCHEDULE O 16 16 638 571 0 0 446372 367861 39147263 40319978 2343641 4266250 195205 192404 42132481 45146493 49000 84000 0 0 17211034 17998058 0 0 211292 20857965 21825588 38117999 39907646 4014482 5238847 185265329 193800471 129135679 128425929 56129650 65374542 TO CARE FOR, ENGAGE, AND INSPIRE OUR COMMUNITY TO REIMAGINE AND MAXIMIZE QUALITY OF LIFE AT EVERY AGE. 0 0 34357306 84000 40494131 OPERATION OF 302 INDEPENDENT LIVING UNITS, A SKILLED NURSING FACILITY WHICH HAS 50 BEDS, OPERATION OF AN ASSISTED LIVING FACILITY WHICH HAS 55 APARTMENTS WITH A 26 APARTMENT MEMORY CARE UNIT. ALSO PROVIDED NON-SKILLED HOME CARE TO RESIDENTS AND NON-RESIDENTS WHO CHOOSE THEIR SUPPORT. 0 0 0 34357306 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 132 0 1 638 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OH X Friendship Village of Dublin c/o Craig Flickinger 6147641600 6000 Riverside Drive Dublin OH 43017 RITA DOHERTY CHIEF EXECUTIVE OFFICER 40.0 0 X 252199 0 26529 CRAIG FLICKINGER CHIEF FINANCIAL OFFICER 40.00 0.00 X 210349 0 24519 NEIL EDELSON SENIOR RESIDENCY COUNSELOR 40.00 0 X 153442 0 18585 EMILY SMITH-CONLON SALES DIRECTOR 40.0 0 X 139286 0 32242 ANGELA VOGAN DIRECTOR OF HUMAN RESOURCES 40.00 0 X 146622 0 22630 DEJUAN HOOD FACILITIES DIRECTOR 40.00 0 X 126921 0 40943 JESSICA RIEKER CHIEF OPERATING OFFICER 40.00 0 X 154955 0 5840 DEBBIE JOHNSON CHAIR 5.0 0 X X 0 0 0 HOWARD ROHLEDER CHAIR - ELECT 4.0 0 X X 0 0 0 KATHRYN BROD TREASURER 4.0 0 X X 0 0 0 KATHLEEN McGINNIS SECRETARY 4.0 0 X X 0 0 0 BRUCE WALL FORMER CHAIR 3.0 0 X 0 0 0 RONALD BACHMAN DIRECTOR 3.0 0 X 0 0 0 PHILIP COCHRAN DIRECTOR 3.0 0 X 0 0 0 CYNTHIA DOUGHERTY DIRECTOR 3.0 0 X 0 0 0 KAREN ICKES DIRECTOR 3.0 0 X 0 0 0 MEDARD LUTMERDING DIRECTOR 3.0 0 X 0 0 0 STEFANIE MORROW DIRECTOR 3.0 0 X 0 0 0 MICHAEL VASBINDER DIRECTOR 3.0 0 X 0 0 0 JANET FELDKAMP DIRECTOR 3.0 0 X 0 0 0 CLIFF RICH DIRECTOR 3.0 0 X 0 0 0 DON ENGLISH DIRECTOR 3.0 0 X 0 0 0 THOMAS GESSELLS DIRECTOR 3.0 0 X 0 0 0 1183774 0 171288 11 0 1 0 RUSCILLI CONSTRUCTION 2041 ARLINGATE COLUMBUS OH 43017 CONSTRUCTION SERVICE 1355728 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 1385907 REGAL FLOORING & GRANITE 7450 INDUSTRIAL PARKWAY PLAIN CITY OH 43064 CONSTRUCTION FLOORING 355477 ADENA CORPORATION 1310 WEST FOURTH STREET MANSFIELD OH 44906 CONSTRUCTION SERVICE 248360 SAUER TECHNICAL SERVICES PO BOX 654984 PITTSBURGH PA 152645257 HVAC REPAIR & MAINTENANCE 139892 7 0 0 0 0 0 367861 0 367861 APARTMENT & AMORTIZATION INCOME 531110 24498595 24498595 0 0 HEALTH CENTER REVENUE 531110 7418128 7418128 0 0 ASSISTED LIVING REVENUE 531110 4725647 4725647 0 0 HOME CARE REVENUE 621610 2002531 2002531 0 0 AT HOME REVENUE 621610 1658272 1658272 0 0 16805 16805 0 0 40319978 1832298 0 0 1832298 0 0 0 0 0 0 0 0 384788 0 192384 0 192404 0 192404 174153 0 18251 2433952 0 0 0 2433952 0 2433952 0 0 2433952 0 0 45146493 40494131 0 4284501 84000 84000 462548 462548 14420132 12798096 1453410 168626 258615 168658 88917 1040 1551597 578254 968763 4580 1305166 1153028 148966 3172 21549 21549 78550 78550 321773 321773 552854 552854 5836054 5264228 543022 28804 476775 261309 215466 1607862 1607862 41219 27770 13449 38314 38314 2518607 2466976 50372 1259 6105968 5980620 122291 3057 715970 715970 FOOD 1833049 1833049 0 0 REAL ESTATE TAXES 1504354 1473438 30162 754 BOARD EXPENSE 98023 0 98023 0 BAD DEBT EXPENSE 68850 68850 0 0 5817 5817 39907646 34357306 5339048 211292 250300 250300 6848578 8736799 0 0 1222065 1129190 0 0 0 0 0 0 160941 164967 895278 823711 179865209 71882137 110581779 107983072 60073818 69124455 964794 1327325 0 0 4267776 4260652 185265329 193800471 5356866 4741924 0 0 52708518 54728829 53792112 52333872 0 0 0 0 113328 76393 0 0 17164855 16544911 129135679 128425929 X 55329685 64294213 799965 1080329 56129650 65374542 185265329 193800471 X 5238847 3766985 0 0 0 239060 X 0 1 X 1 0 X 599695 489837 437994 446372 367861 2341759 32061416 34653619 40260941 43739231 45258166 195973373 32661111 35143456 40698935 44185603 45626027 198315132 6525 11450 11805 13759 12225 55764 6525 11450 11805 13759 12225 55764 198259368 857901 998113 1220144 1741926 2217086 7035170 857901 998113 1220144 1741926 2217086 7035170 33519012 36141569 41919079 45927529 47843113 205350302 0.96547 0.96896 0.03426 0.03078 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4924 4924 0 Schedule C, Part II-B, Line 1 FRIENDSHIP VILLAGE OF DUBLIN (FVD) ENGAGED CIVIL ENGINEERS ($3,110) TO CONTINUE TO INVESTIGATE THE FEASABILITY OF CONNECTING OUR CAMPUS WITH THE BRIDGE PARK COMMUNITY VIA A SHARED USE PATH FOR WALKERS, BICYCLES, AND OTHER MODES OF TRANSPORTATION. THIS ENGAGEMENT LED TO A SERIES OF CONVERSATIONS BETWEEN VARIOUS JURISDICTIONS THAT CONTROL THE ROADWAY (RIVERSIDE DRIVE/SR 33) WHICH CONNECTS FVD AND BRIDGE PARK. THOSE CONVERSATIONS INCLUDED REPRESENTATIVES FROM THE CITIES OF COLUMBUS AND DUBLIN, PERRY TOWNSHIP, OHIO DEPARTMENT OF TRANSPORTATION, AND NEIGHBORHOOD REPRESENTATIVES. ALSO FVD IS A MEMBER OF LEADING AGE WHICH IS THE NON-PROFIT TRADE ASSOCIATION. A PORTION OF THE DUE PAYMENT TO LEADING AGE OHIO AND LEADING AGE NATIONAL GOES TOWARDS LOBBYING ACTIVITIES. MEMBERSHIP DUES IN THE AMOUNT OF $29,800 WERE PAID TO LEADING AGE: 6.09% ($1,814) OF THE DUES RELATED TO LOBBYING. 799578 360505 94741 86301 88194 0 1080329 721523 236648 56332 48044 166881 0 799578 683776 180168 56716 51700 147437 0 721523 861362 200594 -129607 36670 211903 0 683776 639101 233769 168988 24915 155581 0 861362 0 0 1 0 0 0 3555394 3555394 0 159413093 60153962 99259131 0 0 0 0 0 8828244 6252843 2575401 0 8068478 5475332 2593146 107983072 REFUNDABLE ENTRANCE FEES R.O.C. 15462596 ENTRANCE FEE DEPOSITS 837298 ENTRANCE FEE REFUND PAYABLE 241092 GIFT ANNUITY PAYABLE 3925 16544911 Schedule D, Part V, Line 4 THE FRIENDSHIP VILLAGE RESIDENTS BENEVOLENT FUND WAS CREATED TO PROVIDE REVENUE TO OFFSET THE COST FOR LIFE CARE RESIDENTS WHO HAVE OUTLIVED THEIR PERSONAL FINANCIAL MEANS. THE SCHOLARSHIP FUND WAS CREATED TO SUPPORT SELECTED ASSOCIATES AND/OR THEIR LEGAL DEPENDENTS AS THEY SEEK COLLEGE EDUCATION OR ADVANCED CERTIFICATION. THE FRIENDSHIP VILLAGE HEALTH SERVICES FUND WAS CREATED TO PROVIDE ADDITIONAL FINANCIAL RESOURCES TO HELP SECURE THE PRESENT AND FUTURE HEALTH AND COMFORT OF THE RESIDENTS. UNLESS OTHERWISE INDICATED, CONTRIBUTIONS TO THE FRIENDSHIP VILLAGE HEALTH SERVICES FUND WILL BE CREDITED TOWARDS PURCHASING SPECIALIZED EQUIPMENT, FACILITIES IMPROVEMENTS AND RELATED EXPENDITURES IN THE FOLLOWING AREAS: 1. HEALTH CENTER 2. ASSISTED LIVING 3. HOME CARE SERVICES 4. WELLNESS CENTER. 1 SEE SCHEDULE I, PART IV, STATEMENT 1 24 84000 0 Schedule I, Part I, Line 2 IT IS THE ROLE OF THE SCHOLARSHIP SELECTION COMMITTEE TO DETERMINE WHICH CANDIDATES FROM A QUALIFED POOL OF APPLICANTS WILL RECEIVE SCHOLARSHIPS IN ANY GIVEN YEAR. IT IS THE ROLE OF THE CHARITABLE GIVING ADVISORY COMMITTEE TO DETERMINE AGGREGATE AMOUNTS TO BE DISTRIBUTED BY THE SCHOLARSHIP COMMITTEE. THE COMMITTEE WILL REVIEW APPLICATIONS AND THE SCHOOLS LISTED TO DETERMINE ELIGIBILITY. FRIENDSHIP VILLAGE OF DUBLIN, OHIO, INC. FOLLOWS ITS FRIENDSHIP VILLAGE OF DUBLIN SCHOLARSHIP FUND SPENDING PROCEDURE THROUGHOUT THE ENTIRE PROCESS FROM SELECTION TO ISSUANCE OF FUNDS. FUNDS ISSUED ARE VIA A CHECK MADE PAYABLE TO BOTH THE RECIPIENT AND THE COLLEGE OR UNIVERSITY THEY ARE ATTENDING SO SCHOLARSHIPS ARE USED FOR THEIR INTENDED PURPOSES. X X 0 0 0 0 0 0 0 1 0 RITA DOHERTY CHIEF EXECUTIVE OFFICER 193776 0 58423 0 0 0 6968 0 19561 0 278728 0 0 0 CRAIG FLICKINGER CHIEF FINANCIAL OFFICER 183093 0 27256 0 0 0 6773 0 17746 0 234868 0 0 0 Schedule J, Part I, Line 7 BONUS PAYMENTS ARE BASED ON GOALS SET EACH YEAR BY THE CHIEF EXECUTIVE OFFICER AND DEPARTMENT DIRECTORS. AMOUNTS ARE DETERMINED AT THE END OF THE FISCAL YEAR AND MAY BE SUBJECT TO BOARD ADJUSTMENT. A FRANKLIN COUNTY OHIO 316400067 353180JQ6 2014-12-03 25004402 REFUND AND RETIRE THE OUTSTANDING PRINCIPAL OF THE 2004B REVENUE BONDS & FUND CONSTRUCTION COSTS OF 0 0 0 B FRANKLIN COUNTY OHIO 316400067 2016-09-29 38482726 REFUND THE OUTSTANDING PRINCIPAL AMOUNT OF THE 2004A REVENUE BONDS & FUND NEW IL CONSTRUCTION 0 0 0 A 0 0 25004650 0 0 17460000 500088 0 0 7044314 0 0 2015 1 0 1 1 B 0 0 38482726 0 0 5982726 0 0 0 32500000 0 0 2018 1 0 0 1 A 0 0 1 1 0 0 0 0 0 0 1 B 0 0 1 1 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 0 B 0 1 1 0 1 0 0 0 0 A 1 B 1 Form 990, Part VI, Section B, Line 11b THE FULL BOARD OF TRUSTEES RECEIVES A COPY FOR REVIEW PRIOR TO FILING BUT THE FINANCE AND INSURANCE COMMITTEE OF THE BOARD IS DELEGATED THE RESPONSIBILITY OF FULL REVIEW WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. Form 990, Part VI, Section B, Line 12c ALL CLASSES OF ASSOCIATES ARE INCLUDED IN THE CONFLICT OF INTEREST POLICY. TRAINING IS PROVIDED ANNUALLY TO ALL ASSOCIATES ON DISCLOSURE OF UNETHICAL PRACTICES AND POSITIVE WORKPLACE ENVIRONMENT. THIS PROCESS IS GOVERNED BY DEPARTMENT DIRECTORS AND THE CHIEF EXECUTIVE OFFICER. SHOULD A CONFLICT OF INTEREST BE IDENTIFIED, IT IS DISCUSSED WITH THE CHIEF EXECUTIVE OFFICER AND NECESSARY ACTION IS TAKEN TO ELIMINATE THE CONFLICT OF INTEREST. A QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS ANNUALLY, AS WELL AS NEW BOARD MEMBERS, IN THE FIRST MONTH THEY JOIN THE BOARD OF TRUSTEES REQUIRING A SIGNATURE ON THE FORM AND DISCLOSURE OF ANY CONFLICT OF INTEREST. THESE FORMS ARE MONITORED BY THE BOARD SECRETARY. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST ON A SPECIFIC ISSUE, THEY ABSTAIN FROM VOTING. Form 990, Part VI, Section B, Line 15 THE CHIEF EXECUTIVE OFFICER (CEO) IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. INPUT IS PROVIDED FROM ALL BOARD OF TRUSTEE MEMBERS AS PART OF THE REVIEW PROCESS. INDUSTRY WIDE WAGE COMPARISON FOR CEO POSITIONS OF SIMILAR REVENUE SIZE AND FUNCTION ORGANIZATIONS. THIS PROCESS INCLUDES SUBSTANTIATION OF THE DELIBERATION AND DECISION-MAKING PROCESS. THE WAGE EVALUATION WAS LAST PERFORMED JUNE 2025. THE DEPARTMENT DIRECTORS ARE EVALUATED ANNUALLY BY THE CEO. TO DETERMINE DIRECTOR LEVEL COMPENSATION FRIENDSHIP VILLAGE PERFORMED A COMPREHENSIVE WAGE ANALYSIS AND DEVELOPED A COMMUNITY PAY STRUCTURE. LEADING AGE SALARY AND BENEFITS DATA AND PAY FACTORS SALARY DATA WERE USED TO CALCULATE VALUES FOR ALL POSITIONS. COMPENSATION DECISIONS ARE REFLECTED IN FORMAL EVALUATION DOCUMENTS. THIS PROCESS WAS LAST UNDERTAKEN IN 2025. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW BY APPOINTMENT AT 6000 RIVERSIDE DRIVE, DUBLIN, OHIO 43017. Form 990, Part XI, Line 9 INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS $224,366 AND OTHER $14,694. BIRCHTON LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 261186696 HOLD AND DEVELOP REAL ESTATE OH 325585 2377553 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC TRIANGLE HOUSING LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 HOLD AND DEVELOP REAL ESTATE OH 0 548714 BIRCHTON LLC FRIENDSHIP VILLAGE OF DUBLIN HOME CARE LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 471284626 HOME CARE SERVICES OH 2002531 823479 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FRIENDSHIP AT HOME LLC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 474000431 PROVIDE CONTINUING CARE AT HOME FOR LOCAL SENIORS OH 1006105 5940818 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC FVD VENTURES INC 6000 RIVERSIDE DRIVE DUBLIN OH 43017 920734838 OWN, DEVELOP, RENT MULTIFAMILY APARTMENT UNITS OH 0 1005000 FRIENDSHIP VILLAGE OF DUBLIN OHIO INC