Nonprofit · EIN 84-2975643
FELLOWSHIPLIFE FOUNDATION INC
Tax-exempt · BASKING RIDGE, NJ 07920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,512,595 | $5,377,333 | -$2,864,738 | $19,905,920 | $162,816 | $19,743,104 |
| December 31, 2023 | 990 | $3,722,284 | $8,399,013 | -$4,676,729 | $22,982,025 | $74,913 | $22,907,112 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,544,286
- Program service revenue
- $0
- Investment income
- $977,738
- Net gain from sales of assets
- $337,766
- Net income from fundraising events
- -$9,429
- Other revenue
- -$9,429
Expenses
- Grants and similar amounts paid
- $4,944,803
- Other salaries and wages
- $327,499
- Salaries, compensation and benefits (total)
- $359,709
- Professional fundraising fees
- $0
- Legal fees
- $6,890
- Travel
- $4,940
- Program services (functional)
- $4,944,803
- Management and general (functional)
- $429,133
- Fundraising (functional)
- $3,397
Balance sheet and other
- Total assets, start of year
- $22,982,025
- Total assets, end of year
- $19,905,920
- Total liabilities, end of year
- $162,816
- Net assets, end of year
- $19,743,104
- Publicly traded securities
- $18,743,700
- Net assets without donor restrictions
- $17,957,735
- Net assets with donor restrictions
- $1,785,369
- Gross receipts
- $2,795,402
- Employees
- 4
- Volunteers
- 13
- Year formed
- 2019
- State of legal domicile
- NJ
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN G LAWRENCE | DIRECTOR, PRESIDENT & CEO Trustee or director, Officer | 40 | $0 | $773,681 | $61,550 |
| LISA MARIE ARIENO | EXECUTIVE DIRECTOR Officer | 40 | $0 | $102,512 | $3,616 |
| JOHN KLIPPEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBORAH CMIELEWSKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER SIEGLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELTA JOHNSTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEIRDRE HART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORMAN WORTH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FR RICHARD MORLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TED LAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID DIETZE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STANLEY J MORIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BADERTSCHER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY ALFANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDTIH PASNIK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN G LAWRENCE | DIRECTOR, PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $778,674 | $82,167 |
| DR JUDY PASNIK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBORAH CMIELEWSKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JON KLIPPEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NANCY ALFANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID BADERTSCHER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STANLEY J MORIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEIRDRE HART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER SIEGLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FR RICHARD MORLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORMAN WORTH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONALD BERLIN | DIRECTOR (UNTIL 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH LISS | DIRECTOR (UNTIL 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| JULIE SCHULDNER | EXECUTIVE DIRECTOR Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8000 FELLOWSHIP ROAD, BASKING RIDGE, NJ 07920-3915
- In care of
- % JULIE SCHULDNER
- Mailing address (990-N for 2020)
- 8000 Fellowship Road, Basking Ridge NJ 07920
- Principal officer (990 for 2024)
- MARK MAZZELLA, 8000 FELLOWSHIP ROAD, BASKING RIDGE, NJ 07920
- Principal officer (990-N for 2020)
- Julie Schuldner, 8000 Fellowship Road, Basking Ridge NJ 07920
- Signed the 990
- MARK MAZELLA, CHIEF FINANCIAL OFFICER
- Phone
- (973) 580-3875
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
FELLOWSHIPLIFE FOUNDATION ADVANCES THE FELLOWSHIPLIFE, INC. MISSION OF CREATING INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS BY PROVIDING PHILANTHROPIC SUPPORT TO BENEFIT RESIDENTS AFFILIATED WITH LIFE PLAN COMMUNITIES AND OLDER ADULTS THROUGHOUT THE REGION. THE FOUNDATION IS COMMITTED TO WORKING IN PARTNERSHIP WITH LIKE-MINDED ORGANIZATIONS IN THE BROADER COMMUNITY.
Program accomplishments
- FELLOWSHIPLIFE, INC. IS THE SOLE MEMBER OF THE FOUNDATION. THE FORMATION OF THE FOUNDATION PROVIDES GREATER OPPORTUNITIES TO RAISE FUNDS IN SUPPORT OF OUR AFFILIATED SENIOR LIVING COMMUNITIES. THESE FUNDS HELP ENHANCE PROGRAMS AND SERVICES, SUPPORT CAMPUS UPGRADES, AND PHYSICAL INFRASTRUCTURE. ADDITIONALLY, WE RAISE FUNDS TO PROVIDE BENEVOLENT CARE AND TO SUPPORT TEAM MEMBERS' EDUCATION AND EMERGENCIES NEEDS. THROUGH A NUMBER OF DIFFERENT INITIATIVES, WE RAISE FUNDS FOR THE FOUNDATION TO DISPERSE TO FELLOWSHIP VILLAGE PROJECTS AND PROGRAMS. CURRENT INITIATIVES INCLUDE THE ANNUAL GALA, INDIVIDUAL DONATIONS (ANNUAL APPEAL), CORPORATE MATCHING GIFTS, PLEDGES, A CAR DONATION PROGRAM, MEMORIAL DONATIONS, BEQUESTS, NAMING OPPORTUNITIES, AND MEMBERSHIP IN THE MAIN STAGE SOCIETY. FELLOWSHIPLIFE FOUNDATION RAISES FUNDS TO SUPPORT THE FELLOWSHIP VILLAGE COMMUNITY, AS WELL AS HOME AND COMMUNITY BASED SERVICES. THESE SERVICES ARE OFFERED TO SENIORS THROUGHOUT NEW JERSEY AND INCLUDE HOME-HEALTH SERVICES, HOSPICE, FELLOWSHIP FREEDOM PLANS AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES BOTH ON AND OFF CAMPUS. FELLOWSHIP VILLAGE IS HOME TO OVER 400 RESIDENTS ENJOYING LIFESTYLES FROM SINGLE FAMILY INDEPENDENT LIVING HOMES, VILLAS AND APARTMENTS TO ASSISTED LIVING, SKILLED NURSING AND MEMORY CARE HOMES. THE LIFE PLAN COMMUNITY (ALSO KNOWN AS CCRC) OFFERS A FULL COMPLEMENT OF LIFESTYLE ENHANCEMENTS, IN ADDITION TO FIVE-STAR DINING. THE ADDITION OF A NEW CULTURAL ARTS CENTER FEATURING A STATE-OF-THE-ART-THEATER, UPSCALE BAR & LOUNGE WITH ALFRESCO DINING, EXPANDED MEDICAL CENTER AND SPA AND FITNESS CENTER WILL ENSURE FELLOWSHIP VILLAGE REMAINS A LEADER IN SENIOR LIVING. THESE PROJECTS ARE SUPPORTED IN PART THROUGH THE SUPPORT OF THE FELLOWSHIPLIFE FOUNDATION.Expenses $4,944,803 · grants $4,944,803
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-2975643
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $19,905,920
- Income (IRS master file)
- $2,795,402
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,512,595 | $5,377,333 | $19,905,920 | IRS |
| 990 | December 2023 | $3,722,284 | $8,399,013 | $22,982,025 | XML |
| 990 | December 2022 | $1,618,532 | $293,315 | $4,324,723 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Julie Schuldner | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Julie Schuldner | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 84-2975643).
Questions about FELLOWSHIPLIFE FOUNDATION INC
- What is the EIN of FELLOWSHIPLIFE FOUNDATION INC?
- The employer identification number (EIN) of FELLOWSHIPLIFE FOUNDATION INC is 84-2975643.
- Is FELLOWSHIPLIFE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to FELLOWSHIPLIFE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FELLOWSHIPLIFE FOUNDATION INC 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 FELLOWSHIPLIFE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FELLOWSHIPLIFE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FELLOWSHIPLIFE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names MARK MAZZELLA.
- Who are the officers and directors of FELLOWSHIPLIFE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does FELLOWSHIPLIFE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,512,595, expenses of $5,377,333 and total assets of $19,905,920 at year end.
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All nonprofits in BASKING RIDGE · New Jersey · Human services