2025-09-22T15:24:46-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 232378625 FRIENDS LIFE CARE FRIE 2156288964 460 NORRISTOWN ROAD SUITE 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 SUITE 300 BLUE BELL PA 19422 21455802 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. 9 9 22 11 0 0 0 0 11090533 11011204 398052 2651364 0 330 11488585 13662898 0 0 0 0 1854672 1971692 0 0 0 9672240 10152844 11526912 12124536 -38327 1538362 14597556 14884629 6673935 6601946 7923621 8282683 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 9185793 0 11011204 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 12/31/24, 2,388 MEMBERS WERE ENROLLED IN THE FRIENDS LIFE CARE PLAN WITH APPROXIMATELY 155 RECEIVING SERVICE IN 2024. FRIENDS LIFE CARE HAS A MEMBER ASSISTANCE FUND, WHICH WAS CREATED TO OFFER ASSISTANCE TO MEMBERSHIP WHO MIGHT HAVE DIFFICULTY PAYING FEES. $5,828 WAS USED TO HELP MEMBERS FROM THIS FUND IN 2024. 9185793 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 28 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 PAULA NANGLE BOARD CHAIR 2.00 0.00 X X 0 0 0 CARRIE ROBINSON BOARD MEMBER 2.00 2.00 X 0 0 0 GABRIEL EHRI BOARD MEMBER 2.00 6.00 X 0 0 0 JAMES BODINE BOARD MEMBER 2.00 0.00 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 SAM SWANSEN BOARD MEMBER (UNTIL 9/24) 2.00 2.00 X 0 0 0 SCOTT TOWNSLEY BOARD MEMBER (UNTIL 9/24) 2.00 2.00 X 0 0 0 JOSEPH K CONNER PRESIDENT/CEO 9.00 31.00 X 0 265230 43826 KATHRYN A BARTON CORP CTRL/TREAS/SECY 8.00 32.00 X 0 125357 5142 MARIA BUEHLER CHIEF MARKETING OFFICER 8.00 32.00 X 0 185241 7410 JOYLYN WILLIAMSON PLAN COUNSELOR 40.00 0.00 X 126881 0 14322 KATHRYN ROBERTS SENIOR DIRECTOR OF CARE COORDINATION 40.00 0.00 X 106051 0 4242 232932 575828 74942 2 0 1 0 HARDY HELPERS 600 EAGLEVIEW BLVD SUITE 300 EXTON PA 19341 HOMECARE SERVICES 868912 GOLDEN WHEELS COMPANION 311 N SUMNEYTOWN PIKE ST2E NORTH WALES PA 19454 HOMECARE SERVICES 585555 H&M PERSONAL HOME CARE 3112 BOOTHWYN RD UPPER CHICHESTER PA 19061 HOMECARE SERVICES 188435 CARING FRIENDS HOME CARE PO BOX 24692 NEW YORK NY 10087 HOMECARE SERVICES 165745 YOUR OWN HOME 17 BRANDYWINE BLVD WILMINGTON DE 19803 HOMECARE SERVICES 138425 6 MONTHLY FEE REVENUE 621610 8756180 8756180 CO PAY REVENUE 621610 1831214 1831214 ENTRY FEES EARNED 621610 423810 423810 11011204 283901 283901 10160367 7792904 2367463 2367463 2367463 330 330 330 13662898 11011204 0 2651694 X 1672983 1336794 336189 66118 50561 15557 103603 67675 35928 128988 97947 31041 1618299 1618299 14237 14237 31622 31622 1045 1045 51219 51219 7637070 7541572 95498 184492 184492 11627 11627 22412 16476 5936 106806 106806 48645 43366 5279 34506 9438 25068 6248 6248 56487 56487 DIRECT MAIL 132558 132558 DUES AND SUBSCRIPTIONS 82265 82265 ADMISSIONS UNDERWRITING 75214 75214 38092 21964 16128 12124536 9185793 2938743 0 38436 22961 832 949 323080 432380 59805 50153 720311 89385 389120 630926 10692854 10591518 113647 106201 59077 51899 512165 430934 2408540 2566708 14597556 14884629 727695 907749 2390418 2368864 350135 380225 3205687 2945108 6673935 6601946 X 7923621 8282683 7923621 8282683 14597556 14884629 1538362 -1179300 0 X 1 X 1 X 1 0 X 27438 26174 1804 55416 11936153 11325445 11751476 11090533 11011204 57114811 11963591 11351619 11753280 11090533 11011204 57170227 0 0 0 57170227 193220 207654 292082 270653 283901 1247510 193220 207654 292082 270653 283901 1247510 332 48 2655 330 3365 12157143 11559321 12048017 11361186 11295435 58421102 0.97860 0.98040 0.02140 0.01950 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 332. 2021 AMOUNT: $ 10. 2022 AMOUNT: $ 201. 2024 AMOUNT: $ 330. CREDIT REFUNDS - 2021 AMOUNT: $ 38. 2022 AMOUNT: $ 77. TRAINING INCOME - 2022 AMOUNT: $ 2,377. 0 0 0 0 0 0 0 0 1 1045 1045 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. 720311 89385 630926 630926 DEFERRED ACQUISITION COSTS 1753733 DUE FROM AFFILIATE - FRIENDS LIFE CARE PARTNERS 1484970 DUE FROM AFFILIATE - RESERVE -671995 2566708 DEFERRED ENTRY FEES 61714 DEFERRED ENTRY FEES - AFFORDABLE CARE PLANS 2430394 LEASE LIABILITY OBLIGATION 453000 2945108 12432000 -1179300 -379 -1179679 13611679 51219 51219 13662898 12073000 -317 -317 12073317 51219 51219 12124536 PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -379. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -317. 0 0 0 1 0 0 0 0 0 JOSEPH K CONNER PRESIDENT/CEO 0 265230 0 0 0 0 0 11449 0 32377 0 309056 0 0 MARIA BUEHLER CHIEF MARKETING OFFICER 0 185241 0 0 0 0 0 7410 0 0 0 192651 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, 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 AND KATHRYN A. BARTON HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER AND WITH BOARD MEMBERS CARRIE ROBINSON, GABRIEL EHRI, THOMAS PENN, SAM SWANSEN, LAURA BOYCE, JOAN COUNTRYMAN, LARRY ZOOK, SCOTT TOWNSLEY, AND SALLY HARRISON, 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 76,801. MANAGEMENT AND GENERAL EXPENSES 95,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,299. HOMECARE FEES: PROGRAM SERVICE EXPENSES 7,464,771. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,464,771. 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 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 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