2025-09-22T15:25:09-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 233035012 FRIENDS LIFE CARE PARTNERS FRIE 2156288964 460 NORRISTOWN ROAD 300 BLUE BELL PA 19422 JOSEPH K CONNER PRESIDENT/CEO 2156288964 2025-09-22 1 0 KATARZYNA O PADZIK P02268641 6177170831 2025-09-22 2024 2025-03-06 01:10:19Z JOSEPH K CONNER 460 NORRISTOWN ROAD 300 BLUE BELL PA 19422 1637940 0 X WWW.FRIENDSLIFECAREPARTNERS.ORG X 1998 PA TO PROVIDE MANAGEMENT, ADVISORY, AND ACCOUNTING SERVICES TO AFFILIATES. 7 7 12 9 0 0 0 0 1685859 1618299 4525 19641 0 0 1690384 1637940 0 0 0 0 1180023 1208484 0 0 0 510361 429456 1690384 1637940 0 0 8029772 8659084 1802129 2243441 6227643 6415643 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 0 0 1618299 TO PROVIDE MANAGEMENT, PROGRAM SERVICE SUPPORT, ADVISORY, AND ACCOUNTING SERVICES TO FRIENDS LIFE CARE, FRIENDS LIFE CARE CONSULTANTS, INC, AND VIGR HEALTH. 1 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 1 1 1 0 0 1 5 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KATHRYN A BARTON CORP CTRLTREASSECY 2156288964 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 GABRIEL EHRI BOARD CHAIR 2.00 6.00 X X 0 0 0 CARRIE ROBINSON BOARD MEMBER 2.00 2.00 X 0 0 0 JOAN COUNTRYMAN BOARD MEMBER 2.00 2.00 X 0 0 0 LAURA BOYCE BOARD MEMBER 2.00 2.00 X 0 0 0 THOMAS PENN BOARD MEMBER 2.00 2.00 X 0 0 0 LARRY ZOOK BOARD MEMBER (AS OF 11/24) 2.00 2.00 X 0 0 0 SALLY HARRISON BOARD MEMBER (AS OF 11/24) 2.00 2.00 X 0 0 0 STEPHEN LAPIERRE BOARD MEMBER (UNTIL 9/2024) 2.00 2.00 X 0 0 0 SAM SWANSEN BOARD MEMBER (UNTIL 9/2024) 2.00 2.00 X 0 0 0 SCOTT TOWNSLEY BOARD MEMBER (UNTIL 9/2024) 2.00 2.00 X 0 0 0 JOSEPH K CONNER PRESIDENT/CEO 31.00 9.00 X 265230 0 43826 KATHRYN A BARTON CORP CTRL/TREAS/SECY 32.00 8.00 X 125357 0 5142 MARIA BUEHLER CHIEF MARKETING OFFICER 32.00 8.00 X 185241 0 7410 575828 0 56378 3 0 1 0 NAVITEND 23 ROUTE 206 STANHOPE NJ 07874 TECHNOLOGY SERVICES 419429 1 MANAGEMENT FEE REVENUE 561000 1618299 1618299 1618299 19641 19641 1637940 1618299 0 19641 439555 439555 644252 644252 21538 21538 35027 35027 68112 68112 37 37 18690 18690 32486 32486 61941 61941 182884 182884 6553 6553 1225 1225 21073 21073 55736 55736 COMMUNICATIONS EXPENSE 29564 29564 TRAINING & RECRUITMENT 10986 10986 8281 8281 1637940 0 1637940 0 9865 3259 99 496 41697 40625 223502 163905 80669 59597 7270924 7313419 626518 1241688 8029772 8659084 179074 164562 1623055 2078879 1802129 2243441 X 6227643 6415643 6227643 6415643 8029772 8659084 X 0 188000 X 1 X 0 1 0 X X 2 FRIENDS LIFE CARE 232378625 10 0 0 1618299 INTERVENTION ASSOCIATES 233035014 10 0 0 0 2 0 1618299 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART I, LINE 12(G), COLUMNS (V) AND (VI): THE PARENT COMPANY PROVIDES DIRECT MONETARY SUPPORT FOR ITS SUBSIDIARIES. ADDITIONALLY, IT SUPPORTS ITS SUBSIDIARIES BY PROVIDNG MANAGEMENT SERVICES, THE VALUE OF WHICH IS REPRESENTED IN THE AMOUNTS LISTED IN COLUMN (VI). SCHEDULE A, PART IV, LINE 1: THE FILING ORGANIZATION IS THE SUPPORTING ORGANIZATION FOR TWO SUPPORTED ORGANIZATIONS. ALTHOUGH THE FILING ORGANIZATION'S BYLAWS DO NOT SPECIFICALLY MENTION ITS SUBSIDIARIES BY NAME, THE FILING ORGANIZATION HAS AN HISTORIC AND CONTINUING RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS. ADDITIONALLY, THE BOARDS OF EACH OF THE SUPPORTED ORGANIZATIONS HAVE REPRESENTATIVES FROM THE FILING ORGANIZATION'S BOARD. 223502 163905 59597 59597 INVESTMENTS IN SUBSIDIARIES 7313419 F 7313419 DUE FROM AFFILIATE - FRIENDS LIFE CARE 593908 DUE FROM AFFILIATE - FRIENDS LIFE CARE CONSULTANTS 359681 PEACE CHURCH CAPTIVE INSURANCE PROGRAM 288099 1241688 DUE TO AFFILIATE - FRIENDS LIFE CARE 2078879 2078879 X X X X X 0 0 0 1 0 0 0 0 0 JOSEPH K CONNER PRESIDENT/CEO 265230 0 0 0 0 0 11449 0 32377 0 309056 0 0 0 MARIA BUEHLER CHIEF MARKETING OFFICER 185241 0 0 0 0 0 7410 0 0 0 192651 0 0 0 PART I, LINE 5 THE CHIEF MARKETING OFFICER RECEIVES A COMMISSION OF 2.5% OF EACH NEW CONTRACT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF THE FINANCE COMMITTEE, THE HR COMMITTEE, THE STRATEGIC PLAN COMMITTEE, THE NOMINATING COMMITTEE AND THE BOARD CHAIR. THEY ARE ALL MEMBERS OF THE GOVERNING BODY AND CAN MAKE DECISIONS IN LIEU OF THE FULL COMMITTEE BETWEEN MEETINGS OF THE BOARD, TO THE EXTENT PROVIDED IN THE AUTHORIZING RESOLUTION AND NOT PROHIBITED BY APPLICABLE LAW OR BY THE BYLAWS. THESE DECISIONS ARE REVIEWED WITH THE FULL BOARD AT THEIR NEXT SCHEDULED MEETING. 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 PRESIDENT OF FRIENDS LIFE CARE PARTNERS. THE FORM 990 IS THEN PRESENTED TO THE FINANCE AND AUDIT COMMITTEE, AND FINALLY TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING 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 B, LINE 15 TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEW SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. IN ADDITION, THE EXECUTIVE COMMITTEE INITIATES COMPENSATION REVIEWS. COMPENSATION STUDIES ARE DONE ON ROTATION (FOR DIFFERENT GROUPS OF EMPLOYEES). SENIOR MANAGEMENT COMPENSATION WAS LAST REVIEWED IN 2020 AND THE RESULTS REPORTED TO THE BOARD, ONE OF WHOM IS AN HR EXECUTIVE. SENIOR MANAGEMENT COMPENSATION WAS REVIEWED DURING 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS OF ALL RELATED PARTIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN EQUITY OF SUBSIDIARIES 188,000. FRIENDS LIFE CARE 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 232378625 SENIOR LIVING SERVICES PA 501(C)(3) LINE 10 FRIENDS LIFE CARE PARTNERS 1 INTERVENTION ASSOCIATES 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 233035014 INACTIVE 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 -5117 1.00000 1 VIGR HEALTH INC 460 NORRISTOWN ROAD SUITE 300 BLUE BELL PA 19422 881929846 CONSULTING DE FRIENDS LIFE CARE PARTNERS C -187912 336218 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 1 0 FRIENDS LIFE CARE L 1618299 COST FRIENDS LIFE CARE D 593909 COST FRIENDS LIFE CARE E 2078879 COST FRIENDS LIFE CARE CONSULTANTS D 359681 COST