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Nonprofit · EIN 22-2436186

FRIENDS SERVICES FOR THE AGING

Tax-exempt · BLUE BELL, PA 19422

Financials

$4.8M$4.1M2023$4.8M$4.2M2024$5.1M$4.3M2025
Revenue Expenses · by fiscal year end
Financials of FRIENDS SERVICES FOR THE AGING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,098,393$4,328,289$770,104$7,807,059$581,834$7,225,225
December 31, 2024990$4,794,484$4,247,430$547,054$7,065,998$610,877$6,455,121
December 31, 2023990$4,756,777$4,089,170$667,607$6,592,592$684,525$5,908,067
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$482,350
Membership dues
$457,195
Program service revenue
$3,837,153
Investment income
$778,890
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,384,865
Other salaries and wages
$1,258,127
Salaries, compensation and benefits (total)
$3,148,640
Professional fundraising fees
$0
Legal fees
$26,691
Accounting fees
$13,576
Occupancy
$79,028
Travel
$177,377
Depreciation
$16,719
Program services (functional)
$4,154,365
Management and general (functional)
$173,924

Balance sheet and other

Total assets, start of year
$7,065,998
Total assets, end of year
$7,807,059
Total liabilities, end of year
$581,834
Net assets, end of year
$7,225,225
Land, buildings and equipment
$33,235
Publicly traded securities
$5,922,617
Net assets without donor restrictions
$7,207,240
Net assets with donor restrictions
$17,985
Gross unrelated business income
$43,770
Gross receipts
$5,098,393
Employees
25
Volunteers
0
Year formed
1982
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Karla DreisbachVice President of Compliance
Key employee
40$291,717$17,505
Jane MackPresident/CEO
Key employee, Former
40$237,591$10,861
Kelly O'NeillDirector of Compliance
Key employee
40$192,245$10,476
TrangMai TranCompliance Manager
Highest-paid employee
40$174,394$10,433
Tracy MalloyCompliance Manager
Highest-paid employee
40$163,443$9,302
Marianne PessognelliChief Financial Officer
Highest-paid employee
40$157,108$9,671
Julie Lynn SmithCompliance Specialist
Highest-paid employee
40$151,079$9,257
Lori AmmonCompliance Manager
Highest-paid employee
40$143,491$9,146
Karen LehmanInterim CEO
Officer
20$0$0
Linda SterthousChair
Trustee or director, Officer
5$0$0
Robin R SomersVice Chair
Trustee or director, Officer
3$0$0
Phil BurkholderBoard Member
Trustee or director, Officer
3$0$0
Abby LoftusTreasurer
Trustee or director, Officer
3$0$0
Nick BradaschiaBoard Member
Trustee or director
1$0$0
Howard BraxtonBoard Member
Trustee or director
1$0$0
9 more people on this return
NameTitleHours / weekCompensation
Joe ConnerBoard Member
Trustee or director
1$0
Phil DeBaunBoard Member
Trustee or director
1$0
David JonesBoard Member
Trustee or director
1$0
Toni KellyBoard Member
Trustee or director
1$0
Jennifer MaranaBoard Member
Trustee or director
1$0
Lisa MarsilioBoard Member
Trustee or director
1$0
Melissa SpadaccinoBoard Member
Trustee or director
1$0
Tim TowersBoard Member
Trustee or director
1$0
Bill YostBoard Member
Trustee or director
1$0
990 for the year ended December 31, 2024: 23 people
NameTitleHours / weekCompensationOther / benefits
Jane MackPresident/CEO
Key employee
40$335,281$20,267
Karla DreisbachVice President of Compliance
Key employee
40$283,734$17,294
Kelly O'NeillDirector of Compliance
Key employee
40$185,446$10,102
TrangMai TranCompliance Manager
Highest-paid employee
40$167,752$10,220
Tracy MalloyCompliance Manager
Highest-paid employee
40$160,120$9,471
Julie Lynn SmithCompliance Specialist
Highest-paid employee
40$145,203$9,176
Lori AmmonCompliance Manager
Highest-paid employee
40$144,347$9,132
Marsha ColemanDirector of Learning and Development
Highest-paid employee
40$141,400$8,944
Linda SterthousChair
Trustee or director, Officer
5$0$0
Robin R SomersVice Chair
Trustee or director, Officer
3$0$0
Christine McDonaldSecretary
Trustee or director, Officer
3$0$0
Abby LoftusTreasurer
Trustee or director, Officer
3$0$0
Nick BradaschiaBoard Member
Trustee or director
1$0$0
Howard BraxtonBoard Member
Trustee or director
1$0$0
Joe ConnerBoard Member
Trustee or director
1$0$0
Phil DeBaunBoard Member
Trustee or director
1$0$0
David JonesBoard Member
Trustee or director
1$0$0
Toni KellyBoard Member
Trustee or director
1$0$0
Jennifer MaranaBoard Member
Trustee or director
1$0$0
Lisa MarsilioBoard Member
Trustee or director
1$0$0
Melissa SpadaccinoBoard Member
Trustee or director
1$0$0
Tim TowersBoard Member
Trustee or director
1$0$0
Bill YostBoard Member
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 23 people
NameTitleHours / weekCompensationOther / benefits
Jane MackPresident/CEO
Key employee
40$330,585$19,720
Karla DreisbachVice President of Compliance
Key employee
40$277,339$16,866
Kelly O'NeillDirector of Compliance
Key employee
40$191,795$10,451
Tracy MalloyCompliance Manager
Highest-paid employee
40$165,259$9,779
TrangMai TranCompliance Manager
Highest-paid employee
40$161,293$9,849
Donna StarliperCompliance Specialist
Highest-paid employee
40$148,298$8,771
Marsha ColemanDirector of Learning and Development
Highest-paid employee
40$142,379$9,011
Julie Lynn SmithCompliance Specialist
Highest-paid employee
40$137,177$8,681
Christina WildrickDirector Risk Management
Key employee
40$131,686$6,876
Linda SterthousChair
Trustee or director, Officer
5$0$0
Robin SomersVice Chair
Trustee or director, Officer
3$0$0
Christine McDonaldSecretary
Trustee or director, Officer
3$0$0
Abby LoftusTreasurer
Trustee or director, Officer
3$0$0
Nick BradaschiaBoard Member
Trustee or director
1$0$0
Joe ConnerBoard Member
Trustee or director
1$0$0
Phil DeBaunBoard Member
Trustee or director
1$0$0
David JonesBoard Member
Trustee or director
1$0$0
Jennifer MaranaBoard Member
Trustee or director
1$0$0
Lisa MarsilioBoard Member
Trustee or director
1$0$0
Elizabeth NicelyBoard Member
Trustee or director
1$0$0
Melissa SpadaccinoBoard Member
Trustee or director
1$0$0
Barbara ThomasBoard Member
Trustee or director
1$0$0
Tim TowersBoard Member
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
460 NORRISTOWN ROAD, BLUE BELL, PA 19422-2323
Principal officer (990 for 2025)
Karen Lehman, 460 Norristown Rd Suite 300, Blue Bell, PA 19422
Signed the 990
Karen Lehman, President/CEO
Phone
(215) 646-0720
Return prepared by
Robert C Bezgin CPA

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $3,395,983 · revenue $3,370,906
  • 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.
    Expenses $261,901 · revenue $346,608
  • 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.
    Expenses $496,481 · revenue $481,706

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-2436186
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1983
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$7,807,059
Income (IRS master file)
$5,098,393

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,098,393$4,328,289$7,807,059XML
990-TDecember 2025–––IRS
990December 2024$4,794,484$4,247,430$7,065,998XML
990-TDecember 2024–––IRS
990December 2023$4,756,777$4,089,170$6,592,592XML
990-TDecember 2023–––IRS
990December 2022$3,277,790$3,750,531$6,082,695IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2436186).

Questions about FRIENDS SERVICES FOR THE AGING

What is the EIN of FRIENDS SERVICES FOR THE AGING?
The employer identification number (EIN) of FRIENDS SERVICES FOR THE AGING is 22-2436186.
Is FRIENDS SERVICES FOR THE AGING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to FRIENDS SERVICES FOR THE AGING tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FRIENDS SERVICES FOR THE AGING file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FRIENDS SERVICES FOR THE AGING due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRIENDS SERVICES FOR THE AGING last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FRIENDS SERVICES FOR THE AGING?
The 990 for the year ended December 31, 2025 names Karen Lehman.
Who are the officers and directors of FRIENDS SERVICES FOR THE AGING?
The 990 for the year ended December 31, 2025 lists 24 people; 8 received compensation from the organization, the highest $291,717 (Karla Dreisbach, Vice President of Compliance).
How much revenue does FRIENDS SERVICES FOR THE AGING have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,098,393, expenses of $4,328,289 and total assets of $7,807,059 at year end.

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