2024-11-07T09:55:34-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161462330 ROCHESTER FRIENDLY SENIOR SERVICES ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 CHRISTINE JOHNSON CFO 5852188869 2024-11-05 1 0 KELLEY DEMONTE P01382609 5853811000 2024-11-04 2023 2024-10-15 13:58:12Z FRIENDLY SENIOR LIVING GLEN COOPER 3156 EAST AVENUE ROCHESTER NY 14618 8140526 0 X WWW.FRIENDLYSENIORLIVING.ORG X 1994 NY FRIENDLY SENIOR LIVING SUPPORTS A CONTINUUM OF HOUSING, HEALTH CARE AND COMMUNITY SERVICES TO MEET THE CHALLENGING NEEDS OF OLDER ADULTS. WE SUPPORT RESEARCH, EDUCATION AND ADVOCACY. 8 7 1 8 0 0 1004823 924843 0 0 1524342 1845487 7760 0 2536925 2770330 194562 216672 0 0 162538 168154 0 0 42132 842225 891304 1199325 1276130 1337600 1494200 43440786 46342984 168577 189426 43272209 46153558 FRIENDLY SENIOR LIVING SUPPORTS A CONTINUUM OF HOUSING, HEALTH CARE AND COMMUNITY SERVICES TO MEET THE CHALLENGING NEEDS OF OLDER ADULTS. WE SUPPORT RESEARCH, EDUCATION AND ADVOCACY. 0 0 723804 216672 FRIENDLY SENIOR SERVICES NOT-FOR-PROFIT MISSION IS TO SUPPORT AGING SERVICE ORGANIZATIONS INCLUDING THE FRIENDLY HOME, LINDEN KNOLL AND CLOVERWOOD AS WELL AS BROADENING SERVICES AVAILABLE TO SENIORS IN THE ROCHESTER AREA. 723804 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X CHRISTINE JOHNSON 5857893211 3156 EAST AVENUE ROCHESTER NY 14618 FRANK W ALLEN DIRECTOR 1.00 X 0 0 0 DAVID J WHITAKER CHAIRMAN 1.00 X X 0 0 0 JOHN B HENDERSON VICE CHAIR 1.00 X X 0 0 0 KEVIN J PHELPS TREASURER 1.00 X X 0 0 0 KIMBERLY WILBORN DIRECTOR 1.00 X 0 0 0 EDWARD H CARMAN IV SECRETARY 1.00 X X 0 0 0 STAN PECK DIRECTOR 1.00 X 0 0 0 GLEN COOPER PRESIDENT/CEO 7.50 32.50 X X 493963 0 0 CHRISTINE JOHNSON CFO 3.80 36.20 X 0 222110 5297 493963 222110 5297 1 0 1 0 HARTER SECREST & EMERY LLP 1600 BAUCH LOMB PL ROCHESTER NY 14604 LEGAL SERVICES 355677 1 817193 107650 924843 1056088 1056088 1629823 4529772 1915879 3454317 -286056 1075455 789399 789399 2770330 789399 0 1056088 216672 216672 168154 168154 93030 93030 15850 15850 203254 203254 60835 60835 8290 8290 9514 9514 8785 8785 FSL - AFFILIATION & EXP 189783 189783 OTHER EXPENSE 180194 25295 112767 42132 REAL ESTATE TAXES 113676 114386 -710 FSL MEMBERSHIP DUES 8093 8093 1276130 723804 510194 42132 887745 4017627 15407 0 40316 0 0 0 5961716 0 35968632 41921150 11868 25358 555102 378849 43440786 46342984 167040 189426 1537 0 168577 189426 X 42068110 45214863 1204099 938695 43272209 46153558 43440786 46342984 X 1494200 3941059 -2553910 X X 0 1 X 1 0 X X 3 CLOVERWOOD SENIOR LIVING 161597251 10 1 0 0 ROCHESTER FRIENDLY HOME DBA THE FRIENDLY HOME 160743132 10 1 201672 0 LINDEN KNOLL INC 161528780 10 1 15000 0 3 216672 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATIONS ALL SHARE THE SAME PRESIDENT/CEO, GLEN COOPER, AND CFO, CHRISTINE JOHNSON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6511624 3941059 3490 3944549 2567075 203254 203254 2770329 1072876 0 1072876 203254 203254 1276130 PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INVESTMENT IN AFFILIATE 3,490. 1 LINDEN KNOLL INC 81 LINDEN AVENUE ROCHESTER NY 14610 161528780 501(C)(3) 15000 0 CASH ASSISTANCE PROVIDED TO LINDEN KNOLL FOR EMPLOYEE BONUSES ROCHESTER FRIENDLY HOME 3156 EAST AVENUE ROCHESTER NY 14618 160743132 501(C)(3) 201672 0 CASH ASSISTANCE PROVIDED TO FRIENDLY HOME FOR EMPLOYEE BONUSES PART I, LINE 2: THE ORGANIZATION APPROVES ALL GRANTS MADE TO ITS SUPPORTED ORGANIZATIONS DURING BOARD MEETINGS. COMPLETE DOCUMENTATION OF THE SUGGESTIONS, DISCUSSIONS, AND APPROVALS OF THE GRANTS THAT ARE MADE CAN BE FOUND IN THE ORGANIZATION'S BOARD MINUTES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GLEN COOPER PRESIDENT/CEO 410271 0 67866 0 15826 0 0 0 0 0 493963 0 0 0 CHRISTINE JOHNSON CFO 0 199874 0 19782 0 2454 0 0 0 5297 0 227407 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER FOR INDEPENDENT REVIEW PRIOR TO FILING THE RETURN. THE FORM 990 IS THEN DISCUSSED AT A SUBSEQUENT BOARD MEETING; COPIES OF THE 990 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, CURRENT DIRECTORS, OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES WHO ARE AUTHORIZED TO PURCHASE GOODS AND SERVICES OR CREATE A BINDING AGREEMENT WITH AN OUTSIDE PARTY COMPLETE, SIGN AND RETURN THE ANNUAL DISCLOSURE FORM. THE CEO REVIEWS AND REPORTS ANY KNOWN CONFLICTS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 INDIVIDUALS ARE W-2 EMPLOYEES OF THE FRIENDLY HOME (TFH) WHOSE SALARY AND BENEFIT EXPENSES ARE TRANSFERRED TO ROCHESTER FRIENDLY SENIOR SERVICES PER THE TIME SPENT WORKING THERE. ACCORDINGLY, TFH POLICIES ARE FOLLOWED. PER ADMINISTRATION POLICY #29, EXECUTIVE COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND SET BY THE EXECUTIVE COMMITTEE OF THE FRIENDLY HOME. AN OUTSIDE CONSULTANT PERFORMS A COMPENSATION STUDY OF LIKE ORGANIZATIONS EVERY TWO YEARS. THE EXECUTIVE COMMITTEE REVIEWS THE OBJECTIVES AND OVERALL OPERATING PERFORMANCE WHEN EVALUATING AND SETTING COMPENSATION. THE CEO IS NOT PRESENT WHEN PERFORMANCE AND COMPENSATION DISCUSSIONS OCCUR FOR HIS POSITION, NOR WHEN AN ACTUAL COMPENSATION OR DETERMINATION IS MADE. 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 18 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION DURING ROUTINE BUSINESS HOURS, UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION ARE AVAILABLE FOR PUBLIC INSPECTION DURING ROUTINE BUSINESS HOURS, UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON IMPAIRMENT -2,557,400. GAIN ON INVESTMENTS IN AFFILIATES 3,490. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FRIENDLY SENIOR LIVING COMMONS LLC 3156 EAST AVENUE ROCHESTER NY 14618 HOLD AND MAINTAIN PURCHASED REAL ESTATES NY ROCHESTER FRIENDLY SENIOR SERVICES LINDEN KNOLL INC 81 LINDEN AVENUE ROCHESTER NY 14610 161528780 INDEPENDENT LIVING APARTMENTS NY 501(C)(3) 10 N/A 0 CLOVERWOOD SENIOR LIVING ONE SINCLAIR DRIVE PITTSFORD NY 14534 161597251 INDEPENDENT SENIOR CARE APARTMENTS NY 501(C)(3) 10 N/A 0 ROCHESTER FRIENDLY HOME DBA THE FRIENDLY HOME 3156 EAST AVENUE ROCHESTER NY 14618 160743132 NURSING FACILITY NY 501(C)(3) 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LINDEN KNOLL B 15000 CASH ROCHESTER FRIENDLY HOME B 201672 CASH ROCHESTER FRIENDLY HOME C 817193 CASH