2026-08-05T11:53:22-07:00 2025-12-31 232648697 Robert C Bezgin CPA 31-41 Church St Unit 306 South Orange NJ 07079 990 2025-01-01 222436186 Friends Services for the Aging FRIE 2156460720 460 Norristown Road Blue Bell PA 19422 Karen Lehman President/CEO 2156460720 2026-05-07 true Robert C Bezgin P00093539 6108732288 2026-08-05 X 2025 2025-03-06 01:10:19Z Friends Services Alliance Karen Lehman 460 Norristown Rd Suite 300 Blue Bell PA 19422 5098393 false X www.fsainfo.org X 1982 PA The mission of Friends Services for the Aging is to advance the performance of values-aligned organizations that serve seniors through training, services and relationships. 15 15 25 0 43770 12311 473553 482350 3658813 3837153 662118 778890 0 4794484 5098393 0 0 3348953 3148640 0 0 898477 1179649 4247430 4328289 547054 770104 7065998 7807059 610877 581834 6455121 7225225 The mission of Friends Services for the Aging is to advance the performance of values-aligned organizations that serve seniors through training, services and relationships. false false 3395983 0 3370906 FSA Compliance Program: FSA Compliance provides post-acute/long-term health care organizations with the expertise and resources to implement and support an effective Compliance and Ethics program. Our program design incorporates regulations from the Centers for Medicare and Medicaid and guidance from the Office of Inspector General and the Department of Justice to ensure a robust program customized to fit the size, risk and complexity of individual organizations. This unique collaborative approach builds on a shared commitment to quality services and ethical practices in a challenging, ever-changing regulatory and compliance environment. Program support ranges from a full-service compliance program-including the provision of a compliance officer-to project management implementation guidance. Components include: Compliance Officer, Compliance Staff Support, Code of Conduct Development, Policy Development, Program Implementation Support, Program Assessment, Auditing and Monitoring, Staff Education and Training, Regulatory and Industry Updated, Privacy and Health Insurance Portability and Accountability Act Resources. The FSA team assists in designing a program that addresses your organizations risk and priorities based on an onsite Gap Analysis. Our seasoned professionals have a wide range of skills and knowledge to help develop and support an effective program, working toward creating a culture of compliance. 261901 0 346608 FSA PEER Software Support Program: Provides user and technical support for an event reporting software for FSA clients in the senior living arena. Establishing a culture of safety through a focus on risk prevention. 496481 0 481706 FSA Core: provide support to member organizations and beyond including: education and training; leadership development; organizational development; governance. Members may participate in facilitated affinity groups and have access to various insurance products with like-minded organizations, and receive preferred pricing on compliance and risk management services. 4154365 true false false false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 14 0 true 25 true true true false false false false false false false false false X 15 15 false false false false true true false true true false false true true true true true true true true false PA X X Karen Lehman 2156460720 460 Norristown Road Blue Bell PA 19422 X Jane Mack President/CEO 40.00 X X 237591 0 10861 Karla Dreisbach Vice President of Compliance 40.00 X 291717 0 17505 Kelly O'Neill Director of Compliance 40.00 X 192245 0 10476 TrangMai Tran Compliance Manager 40.00 X 174394 0 10433 Tracy Malloy Compliance Manager 40.00 X 163443 0 9302 Julie Lynn Smith Compliance Specialist 40.00 X 151079 0 9257 Marianne Pessognelli Chief Financial Officer 40.00 X 157108 0 9671 Lori Ammon Compliance Manager 40.00 X 143491 0 9146 Karen Lehman Interim CEO 20.00 X 0 0 0 Linda Sterthous Chair 5.00 X X 0 0 0 Robin R Somers Vice Chair 3.00 X X 0 0 0 Phil Burkholder Board Member 3.00 X X 0 0 0 Abby Loftus Treasurer 3.00 X X 0 0 0 Nick Bradaschia Board Member 1.00 X 0 0 0 Howard Braxton Board Member 1.00 X 0 0 0 Joe Conner Board Member 1.00 X 0 0 0 Phil DeBaun Board Member 1.00 X 0 0 0 David Jones Board Member 1.00 X 0 0 0 Toni Kelly Board Member 1.00 X 0 0 0 Jennifer Marana Board Member 1.00 X 0 0 0 Lisa Marsilio Board Member 1.00 X 0 0 0 Melissa Spadaccino Board Member 1.00 X 0 0 0 Tim Towers Board Member 1.00 X 0 0 0 Bill Yost Board Member 1.00 X 0 0 0 1511068 0 86651 8 true true false 457195 25155 482350 Software Support Fees 541610 346608 0 0 Corporate Compliance Fees 541610 3370906 43770 0 Participant Fees 541610 66028 0 0 Service Fees 541610 24511 0 0 29100 0 0 3837153 778890 0 0 5098393 4572273 43770 0 1384865 1098166 286699 0 1258127 1082688 175439 0 144517 120894 23623 0 175053 135905 39148 0 186078 153072 33006 0 26691 24232 2459 0 13576 0 13576 0 3844 1013 2831 0 67494 0 67494 0 79028 0 79028 0 177377 161940 15437 0 3175 0 3175 0 16719 0 16719 0 31658 0 31658 0 Dues and subscriptions 52807 31727 21080 0 Participant programs 136474 136474 0 0 Hospitality 8015 1247 6768 0 Marketing 0 0 0 0 562791 1207007 -644216 0 4328289 4154365 173924 0 792137 950649 141165 147263 225798 150115 99178 93306 107749 74514 33204 33235 5197836 5922617 281013 289506 295667 220368 7065998 7807059 233939 283823 66317 66322 310621 231689 610877 581834 X 6437131 7207240 17990 17985 6455121 7225225 7065998 7807059 770104 X false true X true false X 0 0 450352 510962 521205 570193 525850 2578562 3182170 3456655 3611381 3562173 3793653 17606032 0 0 3632522 3967617 4132586 4132366 4319503 20184594 0 0 0 20184594 626108 97784 624191 662118 778890 2789091 626108 97784 624191 662118 778890 2789091 31848 31848 4258630 4097249 4756777 4794484 5098393 23005533 0.87740 0.88570 0.12120 0.11290 X 0 0 107749 74514 33235 33235 Right to use asset recognized ASC 842 220368 220368 Net present value of lease payable 231689 231689 5098393 5098393 5098393 4328289 4328289 4328289 false false false false false false false false false Jane Mack 186956 0 0 0 50635 0 10861 0 0 0 248452 0 0 0 Karla Dreisbach 286469 0 5248 0 0 0 17505 0 0 0 309222 0 0 0 Kelly O'Neill 188685 0 3560 0 0 0 10476 0 0 0 202721 0 0 0 TrangMai Tran 169709 0 4685 0 0 0 10433 0 0 0 184827 0 0 0 Tracy Malloy 160374 0 3069 0 0 0 9302 0 0 0 172745 0 0 0 Julie Lynn Smith 148210 0 2869 0 0 0 9257 0 0 0 160336 0 0 0 Marianne Pessognelli 153939 0 3169 0 0 0 9671 0 0 0 166779 0 0 0 Lori Ammon 140541 0 2950 0 0 0 9146 0 0 0 152637 0 0 0 Pt VI, Line 4 Friends Services for the Aging has changed its name to: doing business as Friends Services Alliance. Pt VI, Line 6 Members can receive a share of organizations net assets upon the organizations dissolution. Pt VI, Line 7a Members representatives appoint the members of the governing Board. Pt VI, Line 11b Board receives an electronic copy and reviews and discusses it prior to submission. Pt VI, Line 12c Conflict of interest forms are completed by employees upon hire, and all employees and Board members annually. Pt VI, Line 15a Board subcommittee compares compensation from a salary information service, makes recommendations to the full Board who approves the compensation after discussion. Pt VI, Line 15b Salaries for key employees are compared to information from a salary information service. The board approves payroll as part of the annual budgeting process. Pt VI, Line 19 Organization provides upon request copies of its governing documents, Form 990 and audit report. Other Part VII, Line 1a Jane Mack retired 08/04/2025. Other Part VII, Line 1a, Karen Lehman, became interm CEO 08/05/2025. Form 990, Part IX, Line 24e Telephone 31020. 21482. 9538. 0. Form 990, Part IX, Line 24e Miscellaneous 2576. 1500. 1076. 0. Form 990, Part IX, Line 24e Repairs and maintenance 24497. 12731. 11766. 0. Form 990, Part IX, Line 24e Consultants 91432. 36546. 54886. 0. Form 990, Part IX, Line 24e Reallocated costs 0. 1018586. -1018586. 0. Form 990, Part IX, Line 24e Utilities 7746. 0. 7746. 0. Form 990, Part IX, Line 24e UBIT taxes 1998. 1998. 0. 0. Form 990, Part IX, Line 24e Services 65316. 65316. 0. 0. Form 990, Part IX, Line 24e Bank charges 231. 0. 231. 0. Form 990, Part IX, Line 24e Website 5977. 0. 5977. 0. Form 990, Part IX, Line 24e Postage 945. 239. 706. 0. Form 990, Part IX, Line 24e Printing 29. 29. 0. 0. Form 990, Part IX, Line 24e Staff recruiting 299. 299. 0. 0. Form 990, Part IX, Line 24e Bad debt expense 48281. 48281. 0. 0. Form 990, Part IX, Line 24e Stategic initiatives 282444. 0. 282444. 0.