2025-03-16T13:53:45-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 232378625 FRIENDS LIFE CARE FRIE 2156288964 460 NORRISTOWN ROAD 300 BLUE BELL PA 19422 JOSEPH K CONNER INTERIM PRESIDENT/CEO 2156288964 2025-03-04 1 0 LAURA J KENNEY P00202198 6177170831 2025-03-04 2023 2025-03-06 01:10:19Z X JOSEPH K CONNER 460 NORRISTOWN ROAD 300 BLUE BELL PA 19422 18250452 0 X WWW.FRIENDSLIFECARE.ORG X 1985 PA CONTINUING CARE AT HOME PLAN FOR MEMBERS WHO ARE 40 - 81 YEARS OF AGE AT THE TIME OF ENROLLMENT. 6 6 22 11 0 0 1804 0 11751476 11090533 834873 398052 2655 0 12590808 11488585 0 0 0 0 1673847 1854672 0 0 0 10968818 9672240 12642665 11526912 -51857 -38327 13654989 14597556 6901770 6673935 6753219 7923621 ADVANCING LONG TERM CARE AND WELLNESS THROUGH INNOVATIVE SOLUTIONS THAT ANTICIPATE AND RESPOND TO LIFELONG HEALTH CARE NEEDS. ENSURING SERVICE EXCELLENCE AND SUSTAINABILITY THROUGH OUR COMMITMENT TO QUAKER VALUES. 0 0 8525500 0 11090533 HOME HEALTH CARE: TO ASSIST MEMBERS ENROLLED IN THE PLAN TO REMAIN IN THEIR HOMES FOR AS LONG AS PRACTICAL BY PROVIDING SUPPORT AND LONG-TERM HEALTH CARE TO MEMBERS, INCLUDING CARE COORDINATION, HOME HEALTH AIDES, EMERGENCY RESPONSE SYSTEMS, HOME DELIVERED MEALS, ADULT DAY CARE, CARE IN ASSISTED LIVING OR SKILLED NURSING FACILITY. THE ORGANIZATION IS ASSOCIATED WITH THE SOCIETY OF FRIENDS (QUAKERS) AND IS OPERATED WITHIN QUAKER IDEALS, VALUES AND STANDARDS. AS OF 12/31/23, 2,387 MEMBERS WERE ENROLLED IN THE FRIENDS LIFE CARE PLAN WITH APPROXIMATELY 150 RECEIVING SERVICE IN 2023. FRIENDS LIFE CARE HAS A MEMBER ASSISTANCE FUND, WHICH WAS CREATED TO OFFER ASSISTANCE TO MEMBERSHIP WHO MIGHT HAVE DIFFICULTY PAYING FEES. $0 WAS USED TO HELP MEMBERS FROM THIS FUND IN 2023. 8525500 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X KATHRYN A BARTON CORP CTRLTREASSECY 2156288964 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 GABRIEL EHRI BOARD MEMBER 2.00 6.00 X 0 0 0 THOMAS PENN BOARD MEMBER 2.00 2.00 X 0 0 0 SAM SWANSEN BOARD MEMBER 2.00 2.00 X 0 0 0 JAMES BODINE BOARD MEMBER (AS OF 11/23) 2.00 2.00 X 0 0 0 LAURA BOYCE BOARD MEMBER (AS OF 11/23) 2.00 2.00 X 0 0 0 JOAN COUNTRYMAN BOARD MEMBER (AS OF 11/23) 2.00 2.00 X 0 0 0 RICHARD R FERNANDEZ BOARD MEMBER (UNTIL 12/15/23) 2.00 2.00 X 0 0 0 ANNE B HAGELE BOARD CHAIR (UNTIL 12/15/23) 2.00 2.00 X X 0 0 0 PAULA NANGLE BOARD MEMBER (UNTIL 11/23) 2.00 2.00 X 0 0 0 DIANNE E REED BOARD MEMBER (UNTIL 11/23) 2.00 2.00 X 0 0 0 CARRIE ROBINSON BOARD MEMBER (UNTIL 11/23) 2.00 2.00 X 0 0 0 JOSEPH K CONNER INTERIM PRESIDENT/CEO 9.00 31.00 X 0 243285 37612 CAROL BARBOUR PRESIDENT/CEO (UNTIL 6/23) 5.00 35.00 X 0 141070 5284 KATHRYN A BARTON CORP CTRL/TREAS/SECY 8.00 32.00 X 0 122006 4992 MARIA BUEHLER CHIEF MARKETING OFFICER 8.00 32.00 X 0 178415 7137 JOYLYN WILLIAMSON PLAN COUNSELOR 40.00 0.00 X 103374 0 12060 KATHRYN ROBERTS SENIOR DIRECTOR OF CARE COODINATION 40.00 0.00 X 102986 0 4119 206360 684776 71204 2 0 1 0 FRIENDS LIFE CARE PARTNERS 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 MANAGEMENT SERVICES 1685859 HARDY HELPERS 600 EAGLEVIEW BLVD SUITE 300 EXTON PA 19341 HOMECARE SERVICES 842973 SILVER LINING 25 WASHINGTON LANE SUITE 1-B WYNCOTE PA 19095 HOMECARE SERVICES 789647 LIVING CARE 875 N EASTON ROAD STE 4B DOYLESTOWN PA 18902 HOMECARE SERVICES 526560 TURO CARE 417 HWY 206 STE 201 HILLSBOROUGH NJ 08844 HOMECARE SERVICES 416055 14 MONTHLY FEE REVENUE 621610 8915079 8915079 CO PAY REVENUE 621610 1703995 1703995 ENTRY FEES EARNED 621610 471459 471459 11090533 270653 270653 6889266 6761867 127399 127399 127399 11488585 11090533 0 398052 1578693 1281987 296706 61037 47460 13577 93100 65342 27758 121842 93841 28001 1685859 1685859 1993 1993 36979 36979 1034 1034 49237 49237 200753 72920 127833 176724 176724 8687 3695 4992 59437 16946 42491 97217 97217 46060 41429 4631 27416 4259 23157 6692 6692 58284 58284 CARE TO MEMBERSHIP 6885941 6885941 DIRECT MAIL 125071 125071 ADMISSIONS UNDERWRITING 101545 101545 DUES AND SUBSCRIPTIONS 80069 168 79901 23242 11512 11730 11526912 8525500 3001412 0 96919 39268 338886 323080 41798 59805 466477 77357 167095 389120 10076539 10692854 144634 113647 59077 589739 512165 2199379 2408540 13654989 14597556 775104 727695 2627521 2390418 0 350135 3499145 3205687 6901770 6673935 X 6753219 7923621 6753219 7923621 13654989 14597556 -38327 1207524 1205 0 X 1 X 1 X 1 0 X 33819 27438 26174 1804 0 89235 12332644 11936153 11325445 11751476 11090533 58436251 12366463 11963591 11351619 11753280 11090533 58525486 0 0 0 58525486 198194 193220 207654 292082 270653 1161803 198194 193220 207654 292082 270653 1161803 5789 332 48 2655 8824 12570446 12157143 11559321 12048017 11361186 59696113 0.98040 0.98140 0.01950 0.01820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VIGR PARTICIPANT FEES - 2019 AMOUNT: $ 2,509. 2023 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 857. 2020 AMOUNT: $ 332. 2021 AMOUNT: $ 10. 2022 AMOUNT: $ 201. CREDIT REFUNDS - 2019 AMOUNT: $ 2,423. 2021 AMOUNT: $ 38. 2022 AMOUNT: $ 77. TRAINING INCOME - 2022 AMOUNT: $ 2,377. 0 0 0 0 0 0 0 0 1 1034 1034 0 PART II-B, LINE 1: FRIENDS LIFE CARE PAYS DUES TO LEADINGAGE PA WHICH ADVOCATES FOR NURSINGS HOMES AND SENIOR LIVING FACILITIES. A SMALL PORTION OF THE DUES TO THIS ASSOCIATION IS USED FOR LOBBYING EXPENSES. 466477 77357 389120 389120 DEFERRED ACQUISITION COSTS 1797555 DUE FROM AFFILIATE - FRIENDS LIFE CARE PARTNERS 1282980 DUE FROM AFFILIATE - RESERVE -671995 2408540 DEFERRED ENTRY FEES 78725 DEFERRED ENTRY FEES - AFFORDABLE CARE PLANS 2589476 LEASE LIABILITY OBLIGATION 537486 3205687 12648000 1207524 1128 1208652 11439348 49237 49237 11488585 11476000 -1675 -1675 11477675 49237 49237 11526912 PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 1,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -1,675. 0 0 0 1 0 0 0 0 0 JOSEPH K CONNER INTERIM PRESIDENT/CEO 0 243285 0 0 0 0 0 10630 0 26982 0 280897 0 0 MARIA BUEHLER CHIEF MARKETING OFFICER 0 170226 0 8189 0 0 0 7137 0 0 0 185552 0 0 PART I, LINE 3 THE PARENT ENTITY, FRIENDS LIFE CARE PARTNERS, DETERMINES COMPENSATION THROUGH A VARIETY OF METHODS INCLUDING THE USE OF AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER LIKE ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. PART I, LINE 5 AT THE TIME OF SALE OF EACH NEW CONTRACT, THE PLAN COUNSELOR RECEIVES A COMMISSION BASED ON THE FIRST YEAR COST OF THE NEW CONTRACT. FORM 990, LINE B THE 2023 FRIENDS LIFE CARE FORM 990 HAS BEEN AMENDED. THIS AMENDED FORM 990 IS BEING FILED TO CORRECT THE BALANCE SHEET TO REPORT PAYMENTS TO TAXABLE AFFILIATES AS PROGRAM-RELATED INVESTMENTS RATHER THAN AS RECEIVABLES FROM CONTROLLED ENTITIES. THIS ELIMINATES THE IMPUTED INTEREST THAT WAS ORIGINALLY REPORTED AS UNRELATED BUSINESS TAXABLE INCOME. THE CHANGES MADE TO THE FORM 990 ARE AS FOLLOWS: FORM 990, PART I, LINES 7A AND 7B WERE PREVIOUSLY $2,954 AND $1,954 AND DECREASED TO $0 AND $0. FORM 990, PART V, LINES 3A AND 3B WERE CHANGED FROM YES TO NO AND NOT APPLICABLE. FORM 990, PART VIII, LINE 3 (C) WAS PREVIOUSLY $2,954 AND DECREASED TO $0. FORM 990, PART VIII, LINE 3 (D) WAS PREVIOUSLY $267,699 AND INCREASED TO $270,653. FORM 990, PART X, LINE 13 WAS PREVIOUSLY $0 AND INCREASED TO $59,077. FORM 990, PART X, LINE 15 WAS PREVIOUSLY $2,467,617 AND DECREASED TO $2,408,540. SCHEDULE A, PART III, LINE 10A (E) WAS PREVIOUSLY $273,607 AND DECREASED TO $270,653. SCHEDULE D, PART IX HAS BEEN UPDATED. SCHEDULE R, PART V, LINE 2(1) INFORMATION HAS BEEN REMOVED. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY ESTABLISH AN EXECUTIVE COMMITTEE OF THE BOARD WHICH, TO THE EXTENT PROVIDED IN THE AUTHORIZING RESOLUTION AND NOT PROHIBITED BY APPLICABLE LAW OR BY THESE BYLAWS, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JOSEPH K. CONNER, CAROL A. BARBOUR AND KATHRYN A. BARTON HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER AND WITH BOARD MEMBERS GABRIEL EHRI, THOMAS PENN, SAM SWANSEN, LAURA BOYCE, JOAN COUNTRYMAN, DIANNE E. REED AND CARRIE ROBINSON, AS THEY ARE EMPLOYED BY A RELATED ORGANIZATION FOR WHICH THE OFFICERS AND BOARD MEMBERS ALSO SERVE. FORM 990, PART VI, SECTION A, LINE 3 CONTROL OVER MANAGEMENT DUTIES IS DELEGATED TO FRIENDS LIFE CARE PARTNERS, THE PARENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS FRIENDS LIFE CARE PARTNERS, A NON-STOCK NONPROFIT PENNSYLVANIA CORPORATION WHICH HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE CODE AND AS A PUBLIC CHARITY UNDER SECTION 509(A)(3) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE PARENT COMPANY, FRIENDS LIFE CARE PARTNERS, ELECTS THE FILING ORGANIZATION'S BOARD OF DIRECTORS. THE PARENT COMPANY BOARD ALSO HAS THE ABILITY TO REMOVE ANY DIRECTOR, WITHOUT CAUSE, BY VOTE OF 2/3 OF THE PARENT BOARD. THE PARENT BOARD MAY ALSO FILL VACANCIES ON THE FILING ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, FRIENDS LIFE CARE PARTNERS, HAS APPROVAL OVER THE FOLLOWING: 1. THE LIQUIDATION OR DISSOLUTION OF THE CORPORATION 2. A MERGER, REORGANIZATION OR CONSOLIDATION IN WHICH THE CORPORATION IS ACQUIRED BY ANOTHER ENTITY OTHER THAN THE MEMBER 3. THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION TO AN ENTITY THAT IS UNRELATED TO THE MEMBER THE SOLE MEMBER MAY EXERCISE ANY OTHER VOTING RIGHTS PROVIDED BY THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE CORPORATE CONTROLLER REVIEWS THE FORM 990 WITH THE INTERIM PRESIDENT OF FRIENDS LIFE CARE PARTNERS. THE FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE, AND FINALLY TO THE FULL BOARD PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY HAS BEEN ESTABLISHED TO IDENTIFY IF ANY INTERESTED PERSON (DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH BOARD OF DIRECTOR DELEGATED POWERS), HAS DIRECT OR INDIRECT FINANCIAL INTEREST THROUGH DIRECT OR INDIRECT BUSINESS, INVESTMENT OR FAMILY. ON AN ANNUAL BASIS, INTERESTED PERSONS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT(S) OF INTEREST AND ARE REQUIRED TO SIGN AN AFFIRMATION WHICH IS GIVEN TO THE CHAIR OR EXECUTIVE COMMITTEE TO REVIEW. THE CONFLICT OF INTEREST POLICY INCLUDES PROCEDURES FOR ADDRESSING A POTENTIAL CONFLICT OF INTEREST AND VIOLATIONS OF THE POLICY. SHOULD A CONFLICT OF INTEREST EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS OR COMMITTEE MEETING BUT AFTER THE PRESENTATION MUST LEAVE THE ROOM WHILE DISCUSSION OF THE TRANSACTION IS HELD. DISINTERESTED BOARD MEMBERS MAY DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ITEMS ARE THEN MAILED OR EMAILED TO THE REQUESTER. FRIENDS LIFE CARE PARTNERS 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 233035012 MANAGEMENT, ADVISORY ACCOUNTING SERVICES, PROGRAM SUPPORT PA 501(C)(3) LINE 12B, II N/A 0 INTERVENTION ASSOCIATES 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 233035014 CARE MANAGEMENT AND GUARDIANSHIP FOR ELDERLY AND DISABLED PA 501(C)(3) LINE 10 FRIENDS LIFE CARE PARTNERS 1 FRIENDS LIFE CARE CONSULTANTS 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 320313841 CONSULTING PA FRIENDS LIFE CARE PARTNERS C 1 VIGR HEALTH INC 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 881929846 CONSULTING DE FRIENDS LIFE CARE PARTNERS C 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0