2025-10-31T10:03:39-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 650364819 SENIOR FRIENDSHIP CENTERS FOUNDATION INC SENI 9419520911 1888 BROTHER GEENEN WAY SARASOTA FL 34236 ERIN MCLEOD PRESIDENT/CEO 9419520911 2025-10-30 1 1 LACEY M QUATSOE P01300865 4078021200 2025-10-24 2024 2025-03-06 01:10:19Z ERIN MCLEOD 1888 BROTHER GEENEN WAY SARASOTA FL 34236 3485108 0 X WWW.FRIENDSHIPCENTERS.ORG X 1992 FL TO EDUCATE THE COMMUNITY ABOUT THE SENIOR FRIENDSHIP CENTERS AND SERVICES AVAILABLE TO SENIORS. 17 17 0 17 0 0 2281924 773401 0 0 637676 549729 0 0 2919600 1323130 233534 248536 0 0 0 116488 109837 58378 59345 37489 117900 380860 541302 2538740 781828 9829004 11181537 258576 133279 9570428 11048258 X TO EDUCATE THE COMMUNITY OF SOUTHWEST FLORIDA ABOUT THE SENIOR FRIENDSHIP CENTERS AND SERVICES AVAILABLE TO SENIOR ADULTS. THE GOAL IS TO GROW THE FOUNDATION FUNDS TO PROVIDE A PERMANENT SOURCE OF FUNDS FOR SENIOR FRIENDSHIP CENTER PROGRAMS WHICH ASSIST OLDER ADULTS. INCOME GENERATED BY THE FOUNDATION WILL SUPPLEMENT THE PROGRAMS OF THE FRIENDSHIP CENTERS AND ITS FINANCIAL DEVELOPMENT EFFORTS. IN DOING SO, THE FOUNDATION WILL CONTINUE TO LEAD IN THE MISSION OF THE ORGANIZATION TO PROMOTE HEALTHY, DIGNITY AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. ADDITIONALLY, THE FOUNDATION SUPPORTS THE ORGANIZATIONAL VISION TO LEAD THE WAY IN DELIVERY OF COMPREHENSIVE SERVICES THAT ENRICH LIVES OF OLDER ADULTS AND THEIR FAMILIES. 0 0 253937 248536 THE BENEFICIARY ORGANIZATION, SENIOR FRIENDSHIP CENTERS, INC (EIN 59-1522614) WAS ESTABLISHED IN 1973 AND SERVES THE NEEDS OF OLDER ADULTS IN FOUR COUNTIES OF SOUTHWEST FLORIDA - SARASOTA, DESOTO, CHARLOTTE, AND LEE. INDIVIDUAL DONATIONS, GIFT ANNUITIES, ESTATE BEQUESTS, AND COMMUNITY SUPPORT COMPRISE THE MAJORITY OF THE ANNUAL BUDGET OF THE SENIOR FRIENDSHIP CENTERS FOUNDATION. 253937 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X DAVID BLEHAR 9415563204 1888 BROTHER GEENEN WAY SARASOTA FL 34226 ERIN MCLEOD PRESIDENT/CEO 22.00 18.00 X 99224 104251 35346 DAVID BLEHAR CFO/COO 1.00 40.00 X 0 166843 22964 DECLAN SHEEHY CHIEF ADVANCEMENT OFFICER 1.00 40.00 X 0 113658 30243 MICHAEL JUCEAM CHAIR 1.00 1.00 X X 0 0 0 KATHY SILVERBERG VICE-CHAIR SOUTH 1.00 1.00 X X 0 0 0 PAM BARON MAHONEY VICE-CHAIR NORTH 1.00 1.00 X X 0 0 0 JENNIFER NIEDZINSKI TREASURER 1.00 1.00 X X 0 0 0 LAURA MAGNUSSON SECRETARY 1.00 1.00 X X 0 0 0 JENNIFER STUTLER DIRECTOR 1.00 1.00 X X 0 0 0 HANNAH BARKER DIRECTOR (STUDENT) (AS OF 7/24) 1.00 1.00 X 0 0 0 CAROL BUTERA DIRECTOR 1.00 1.00 X 0 0 0 PHILIP DEMING DIRECTOR 1.00 1.00 X 0 0 0 THOMAS FELKE DIRECTOR 1.00 1.00 X 0 0 0 GEORGE HOFMANN DIRECTOR 1.00 1.00 X 0 0 0 ROBI LEACH DIRECTOR 1.00 1.00 X 0 0 0 KEVIN MAISCH DIRECTOR 1.00 1.00 X 0 0 0 KATHY MASON DIRECTOR 1.00 1.00 X 0 0 0 JIM MEISTER DIRECTOR 1.00 1.00 X 0 0 0 COLLEEN REYNOLDS DIRECTOR 1.00 1.00 X 0 0 0 JACK SCHLEGEL DIRECTOR 1.00 1.00 X 0 0 0 DARWIN TEPE DIRECTOR (THRU 6/24) 1.00 1.00 X 0 0 0 99224 384752 88553 0 0 1 0 0 773401 773401 281743 281743 2429964 2161978 267986 267986 267986 1323130 0 0 549729 248536 248536 109717 109717 6771 5401 403 967 5200 5200 3308 3308 58378 58378 34619 34619 37979 37979 SHARED ALLOCATION EXPEN 36435 36435 LICENSE EXPENSE 359 359 541302 253937 228020 59345 207210 111958 112970 272112 9390733 10679376 118091 118091 9829004 11181537 258576 133279 258576 133279 X 7809911 9228599 1760517 1819659 9570428 11048258 9829004 11181537 X 781828 629442 7418 59142 X 0 1 X 1 0 X X 1 SENIOR FRIENDSHIP CENTERS INC 591522614 7 1 223536 0 1 223536 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1 THE ORGANIZATION IS CLASSIFIED AS A SUPPORTING ORGANIZATION BY THE IRS IN THEIR DETERMINATION LETTER ISSUED IN MARCH 1993 WITH AN UNSPECIFIED TYPE. ALTHOUGH NOT LISTED SPECIFICALLY IN THE ORGANIZING DOCUMENT, SENIOR FRIENDSHIP CENTERS FOUNDATION WAS CREATED FOR THE PURPOSE OF SUPPORTING SENIOR FRIENDSHIP CENTERS, INC. THE THREE ORGANIZATIONS HAVE A HISTORICAL AND ONGOING RELATIONSHIP WITH THE SAME PURPOSE AND ARE CONTROLLED BY THE SAME BOARD OF DIRECTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7809911 773401 1186589 248536 292766 9228599 4770127 2158700 1261944 233534 147326 7809911 4597563 1295417 -979606 143247 4770127 3769575 246348 750781 169141 4597563 3658045 139325 413834 441629 3769575 1.00000 0.00000 0.00000 0 0 0 X PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO GENERATE GROWTH OF THE ASSETS OVER THE LONG-TERM HORIZON SUFFICIENT TO PROVIDE ENDOWMENT FUNDING FOR SENIOR FRIENDSHIP CENTERS, INC.'S OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE CENTER AND FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER AND FOUNDATION ARE NONPROFIT FLORIDA CORPORATIONS AND, THEREFORE, ARE NOT SUBJECT TO STATE INCOME TAXES. DONATIONS TO THE CENTER AND FOUNDATION QUALIFY AS A CHARITABLE CONTRIBUTION. UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE CENTER AND FOUNDATION HAVE REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. X 1 BOB CARTER COMPANIES LLC 2145 14TH AVENUE SUITE 26 VERO BEACH FL 32960 CONSULTING FOR COMPREHENSIVE CAMPAIGN 0 0 58378 -58378 58378 -58378 FL SCHEDULE G, PART I, LINE 2B, COLUMN (V) THIS WAS AN AMOUNT PAID TO THE CARTER GROUP, FOR CONSULTING ON OUR COMPREHENSIVE CAMPAIGN. 1 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 223536 0 GENERAL SUPPORT THE DUBIN CENTER 12685 NEW BRITTANY BLVD FT MYERS FL 33907 650580633 501(C)(3) 10000 0 ASSIST SOCIAL WORK TEAM FOR COLLIER COUNTY PARKINSON'S ASSOC OF SOUTHWEST FL 1048 GOODLETT FRANK RD 201 NAPLES FL 34102 134148824 501(C)(3) 10000 0 PARKINSON'S DISEASE SUPPORT GROUP 3 0 PART I, LINE 2: GRANTS AND SUPPORT PAYMENTS ARE MADE TO THE SUPPORTED ORGANIZATION, SENIOR FRIENDSHIP CENTERS, INC., WHICH HAS AN OVERLAPPING BOARD. ADDITIONAL GRANTS WERE MADE TO THREE ORGANIZATION IN 2024 AND WERE CONFIRMED TO BE SPENT FOR THE INTENDED PURPOSE. NO OTHER PAYMENTS ARE MADE THAT WOULD REQUIRE MONITORING. 0 0 0 0 0 0 0 0 0 ERIN MCLEOD PRESIDENT/CEO 99224 71251 0 10000 0 23000 4947 6226 5546 18627 109717 129104 0 0 DAVID BLEHAR CFO/COO 0 158843 0 8000 0 0 0 9831 0 13133 0 189807 0 0 PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S OFFICERS IS ESTABLISHED AND DOCUMENTED BY THE BOARD OF DIRECTORS OF SENIOR FRIENDSHIP CENTERS, INC., RELATED ORGANIZATION. APPROPRIATE SALARIES FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY REVIEWING A COMPENSATION AND BENEFITS REPORT PREPARED BY THE FLORIDA NON-PROFIT ALLIANCE. IN THIS REPORT, REGIONAL POSITIONS AND SALARIES ARE COMPARED BASED ON OPERATIONAL SIZE AND ANNUAL BUDGET TO ASSIST AREA NONPROFITS. WE ALSO LOOK OUTSIDE OF NON PROFITS AS THE MARKET BECOMES MORE COMPETITIVE. ULTIMATELY, THE CEO'S SALARY IS APPROVED BY THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD CHAIR SHALL APPOINT EACH BOARD COMMITTEE, ITS CHAIR, MEMBERS, AND ASSIGN THE DUTIES OF EACH COMMITTEE. BOARD COMMITTEES ARE CHAIRED BY GOVERNORS AND REPORT DIRECTLY TO THE BOARD OF GOVERNORS. EACH COMMITTEE SHALL BE COMPOSED OF A MINIMUM OF THREE (3) VOTING MEMBERS. THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO CARRY OUT SPECIFIC DIRECTIONS OF THE BOARD AND TO ACT ON BEHALF OF THE FULL BOARD TO RESOLVE URGENT ISSUES THAT MAY ARISE. THE COMMITTEE'S PRIMARY FUNCTIONS SHALL INCLUDE POLICY WORK; SERVE AS LIAISON TO THE PRESIDENT & CEO; LEAD SUCCESSION PLANNING AND EXECUTIVE SEARCH PROCESSES; REVIEW HUMAN RESOURCE POLICIES INCLUDING HIRING AND RETENTION ON AN ANNUAL BASIS, REVIEW OPERATIONAL PERSONNEL ACTION RESULTING IN TERMINATION OR SUSPENSION; AND TO INITIATE THE BOARD'S INVOLVEMENT IN ESTABLISHING A STRATEGIC DIRECTION. THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF THE GOVERNING BOARD EXCEPT THE ENCUMBRANCE OF PROPERTY, REVERSAL OF PREVIOUS BOARD ACTIONS, OR TO EMPLOY OR REMOVE THE PRESIDENT & CEO OR GOVERNORS. THE COMMITTEE MAY NOT ALTER, AMEND OR APPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION. THE COMMITTEE SHALL OVERSEE SUCH AFFAIRS OF THE CORPORATION AS ARE REFERRED TO IT BY THE BOARD OF GOVERNORS AND, DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF GOVERNORS, SHALL HAVE AND EXERCISE THE POWERS OF THE CORPORATION ON BEHALF OF THE BOARD OF GOVERNORS. THE EXECUTIVE COMMITTEE SHALL NOT MODIFY OR ALTER ANY ACTION PREVIOUSLY TAKEN BY THE BOARD OF GOVERNORS. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE BOARD AT ITS NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE IS SUBJECT TO SUCH LIMITATIONS AS MAY BE PROVIDED BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR BY RESOLUTION OF THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B AN INTERNAL REVIEW OF FORM 990 IS ADMINISTERED BY THE EXECUTIVE STAFF AND THE AUDIT COMMITTEE. A COMPLETE COPY OF THE FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN AND DATE ANNUALLY THE CONFLICT-OF-INTEREST STATEMENT. EACH INTERESTED PERSON WILL BE PROVIDED A COPY OF THIS POLICY UPON ENTERING BOARD OR COMMITTEE SERVICE, AND ON AN ANNUAL BASIS THEREAFTER, NO LATER THAN LATER JANUARY 31. AT TIME OF POLICY REVIEW, THE INTERESTED PERSON WILL ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO, BY EXECUTING THE SFC CONFLICT OF INTEREST DISCLOSURE STATEMENT ANY MEMBER OF THE BOARD OF GOVERNORS WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST IN ANY TRANSACTION OR CONTRACT WITH THE ORGANIZATION MUST PROMPTLY, AND IN ADVANCE OF ANY BOARD VOTE, DISCLOSE SUCH INTEREST TO THE BOARD OF GOVERNORS. THE INDIVIDUAL CONCERNED MAY NOT PARTICIPATE IN DISCUSSION OR VOTE RELATING TO THE SUBJECT OF THEIR INTEREST THE DISCLOSURE WILL BE REFLECTED IN THE MINUTES OF THE BOARD MEETING. ANY INTERESTED PERSON THAT IS NOT A BOARD GOVERNOR, WHO HAS A CONFLICT OF INTEREST NOT SUBJECT TO BOARD OR COMMITTEE ACTION, MUST DISCLOSE THE CONFLICT TO THE BOARD CHAIR OR PRESIDENT AND CEO WITH REGARD TO A TRANSACTION OR CONTRACT, AS SOON AS THE CONFLICT IS KNOWN TO THE INTERESTED PERSON THE INTERESTED PERSON SHALL REFRAIN FROM TAKING ANY ACTION THAT MAY AFFECT SFC PARTICIPATION IN THE PROPOSED TRANSACTION OR CONTRACT. ANY INTERESTED PERSON WITH A CONFLICT OF INTEREST WILL NOT PARTICIPATE OR BE PERMITTED TO HEAR BOARD OR COMMITTEE DISCUSSION OF THE MATTER OTHER THAN TO DISCLOSE MATERIAL FACTS OR RESPOND TO QUESTIONS FROM THE BOARD. THE PERSON IN QUESTION SHALL NOT ATTEMPT TO EXERT INFLUENCE REGARDING THE MATTER, AT OR OUTSIDE THE MEETING. A PERSON WITH A CONFLICT OF INTEREST REGARDING A TRANSACTION OR CONTRACT THAT WILL BE VOTED UPON AT A MEETING, WILL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSE OF THE VOTE IN THE EVENT IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE POSSIBLE CONFLICT SHALL DISCLOSE THE CIRCUMSTANCE TO THE BOARD CHAIR OR PRESIDENT AND CEO, AS APPROPRIATE. THE BOARD CHAIR OR PRESIDENT AND CEO WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS THAT IS SUBJECT TO THIS POLICY. THE BROADEST DISCLOSURE POSSIBLE SHALL BE ADOPTED IN ALL CASES TO ENSURE THE APPROPRIATE AUTHORIZED PARTIES CAN MAKE INFORMED DECISIONS IN THE BEST INTERESTS OF SFC FOR EACH CONFLICT OF INTEREST BROUGHT BEFORE THE BOARD OF GOVERNORS, THE FULL BOARD WILL DETERMINE WHETHER SFC (1) TAKE NO ACTION; (2) DISCLOSE THE SITUATION MORE BROADLY AND INVITE FULL BOARD DISCUSSION/RESOLUTION OF APPROPRIATE ACTION TO TAKE; OR (3) REFRAIN FROM TAKING ACTION AND OTHERWISE AVOID THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS PROVIDED ON OUR PARENT ORGANIZATION'S WEBSITE. WHILE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 59,142. SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 SUPPORTIVE SERVICES FOR OLDER ADULTS FL 501(C)(3) LINE 7 N/A 0 PERPETUAL TRUST (1) TRUST FL SENIOR FRIENDSHIP CENTERS FDN T 1 CHARITABLE REMAINDER TRUST (1) TRUST FL SENIOR FRIENDSHIP CENTERS FDN T 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0