FELLOWSHIP VILLAGE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FELLOWSHIP VILLAGE INC (EIN 22-3146725)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-05-01
- IRS object ID
- 202321219349302032
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T14:24:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223146725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELLOWSHIP VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELL | BusinessNameControlTxt |
| Phone | 9085803805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FELLOWSHIP VILLAGE ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK F MAZZELLA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9085803805 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | MAZZELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2023-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | BRIAN G LAWRENCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FELLOWSHIP VILLAGE ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,948,492 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FELLOWSHIPSENIORLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE SENIORS OF VARIED BACKGROUNDS THROUGH OUR CHRIST-CENTERED COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 490 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $6,291 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,468,289 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,198,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,204,704 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,823,043 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,502,142 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,383,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,163,414 | PYOtherRevenueAmt |
| CY Other Revenue | $1,337,540 | CYOtherRevenueAmt |
| PY Total Revenue | $47,338,549 | PYTotalRevenueAmt |
| CY Total Revenue | $51,742,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,565 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $159,682 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,276,918 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,467,473 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,140 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,944,966 | PYOtherExpensesAmt |
| CY Other Expenses | $23,008,007 | CYOtherExpensesAmt |
| PY Total Expenses | $47,236,589 | PYTotalExpensesAmt |
| CY Total Expenses | $46,635,162 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $101,960 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,107,210 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,391,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,925,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,786,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,857,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,604,765 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,067,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SERVE SENIORS OF VARIED BACKGROUNDS THROUGH OUR CHRIST-CENTERED COMMUNITY, BRINGING THEM TOGETHER IN MUTUAL RESPECT AND UNITY. WE PROVIDE SENIORS IN NEED WITH THE HIGHEST QUALITY OF SERVICES THAT FOSTER LONG-TERM HEALTH, PERSONAL INDEPENDENCE, SPIRITUAL GROWTH, AND FELLOWSHIP. OUR FOUNDATION IS THE WORD OF GOD, BOTH THE OLD AND NEW TESTAMENTS, WHICH GOVERNS OUR FAITH AND LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,689,158 | ExpenseAmt |
| Grant | $159,682 | GrantAmt |
| Revenue | $43,823,043 | RevenueAmt |
| Desc | FELLOWSHIP SENIOR LIVING, INC, OPERATING OUT OF BASKING RIDGE, NEW JERSEY, IS A NOT-FOR-PROFIT FAITH BASED PROVIDER OF SENIOR LIVING COMMUNITIES, SERVICES AND PROGRAMS AND EMBODIES A CULTURE OF HOSPITALITY AND EXCELLENCE. WE SERVE SENIORS OF ALL BELIEFS AND BACKGROUNDS WHO WISH TO ENJOY INDEPENDENCE, FELLOWSHIP, COMPASSIONATE CARE AND ACCESS TO A WIDE RANGE OF SERVICES INCLUDING LIFE PLAN COMMUNITY (CONTINUING CARE RETIREMENT COMMUNITY/CCRC), INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, SKILLED NURSING, REHABILITATION, THERAPY AT HOME, FITNESS TRAINING, HOME CARE, CONCIERGE SERVICES, HOSPICE, ON-SITE MEDICAL CENTER, CARE MANAGEMENT AND LONG TERM CARE PLANS.FELLOWSHIP SENIOR LIVING SERVES OVER 400 RESIDENTS AND ON ITS CAMPUS HAS 257 APARTMENTS, VILLAS, COTTAGES, AND FREESTANDING HOMES THAT COMPRISE THE INDEPENDENT LIVING SECTION OF THE COMMUNITY. FELLOWSHIP SENIOR LIVING OFFERS A FULL CONTINUUM OF SERVICES FROM INDEPENDENT LIVING TO RESPITE CARE. FELLOWSHIP HAS 81 ASSISTED LIVING ROOMS WHICH ALSO HAVE A SPECIALIZED MEMORY CARE PROGRAM AND 54 SKILLED NURSING BEDS. RESIDENTS ARE SUPPORTED BY THE REHABILITATION AND WELLNESS CENTER AND MEDICAL CENTER OF THE COMMUNITY. FELLOWSHIP SENIOR LIVING ALSO OFFERS HOME COMMUNITY BASED SERVICES THAT ARE DESIGNED TO DELIVER SERVICES TO SENIORS INSIDE THEIR OWN HOME. FELLOWSHIP SENIOR LIVING OFFERS MORE THAN 30 RESIDENT AND MEMBER DRIVEN CLUBS, ACTIVITIES, AND COMMITTEES FOR THOSE WANTING A MORE ACTIVE LIFESTYLE. | Desc |
| Total Program Service Expenses | $36,689,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 119 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 490 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK F MAZZELLA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9085803845 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FELLOWSHIP ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STANLEY MORIN CPA | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED HARVEY | ||||||||
| DIRECTOR (UNTIL MAY '21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK MORLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY ZENNA | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES MILLER | ||||||||
| DIRECTOR (UNTIL MAY '21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WOODS | ||||||||
| DIRECTOR (UNTIL MAY '21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P HUETHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE SHUGG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY PASNICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH ACQUAVIVA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RULENE DIFRANCESCO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM DOBSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD WHALIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN G LAWRENCE | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $725,254 | $0 | $80,273 | |||
| MARK F MAZZELLA | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $246,120 | $0 | $35,340 | |||
| JACK ELLIAS | ||||||||
| VP HEALTH SERVICES | 40.00 | $224,481 | $0 | $29,804 | Yes (X) | |||
| ELIZABETH FANDEL | ||||||||
| SVP HCBS | 40.00 | $213,691 | $0 | $16,407 | Yes (X) | |||
| LAURA SHARP | ||||||||
| DIRECTOR OF CLINICAL OPERATIONS | 40.00 | $170,505 | $0 | $11,501 | Yes (X) | |||
| JUDY AMIR | ||||||||
| CLIENT SERVICES MANAGER | 40.00 | $149,319 | $0 | $18,145 | Yes (X) | |||
| NICHOLAS BOTTARO | ||||||||
| VP OF SALES & MARKETING | 40.00 | $142,612 | $0 | $12,200 | Yes (X) | |||
| RAYCHELL MIDDLEBROOKS | ||||||||
| REGISTERED NURSE | 40.00 | $178,366 | $0 | $0 | Yes (X) | |||
| DR ARUTHER SHEPPELL | ||||||||
| MEDICAL DIRECTOR | 40.00 | $285,870 | $0 | $20,995 | Yes (X) | |||
| VERA ADDY | ||||||||
| REGISTERED NURSE | 40.00 | $152,257 | $0 | $5,329 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,488,475 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,994 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON SENIOR DINING | |||||
| PO BOX 102289 | ATLANTA | GA | 30268 | DINING MGMT FEES | $5,820,689 |
| FLICK CW | |||||
| PO BOX 102289 | ATLANTA | GA | 30268 | PLANT OPERATIONS & HOUSEKEEPING MGMT | $2,676,375 |
| MONK'S FRANCHISING LLC | |||||
| 1095 MT KEMBLE AVE | MORRISTOWN | NJ | 07960 | CONSTRUCTION | $1,877,467 |
| MONK'S KITCHEN & BATH DESIGN STUDIO | |||||
| 1095 MT KEMBLE AVE | MORRISTOWN | NJ | 07960 | CONSTRUCTION | $1,530,177 |
| NJSB CONSTRUCTION LLC | |||||
| 12 WILLIAM LANE | OCEAN TOWNSHIP | NJ | 07712 | CONSTRUCTION | $1,105,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,147,700 | GovernmentGrantsAmt |
| All Other Contributions | $51,062 | AllOtherContributionsAmt |
| Total Contributions | $4,198,762 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | $24,221,719 | $24,221,719 |
| HOME/ COMMUNITY SVCS | 623000 | $7,816,494 | $7,816,494 |
| NON RESIDENT PATIENT SERVICES | 623000 | $5,980,621 | $5,980,621 |
| THERAPY | 623000 | $2,489,147 | $2,489,147 |
| MEDICARE PAYMENTS | 623000 | $2,057,724 | $2,057,724 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,257,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,257,338 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,823,043 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,760,017 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,291 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,753,726 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,062 | TotalRevenueColumnAmt |
| Exclusion | $5,062 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,168 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,216 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,952 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,952 | TotalRevenueColumnAmt |
| Exclusion | $74,952 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,795,852 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,073,300 | SecuritiesAmt |
| Other | $104,604 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $722,552 | SecuritiesAmt |
| Other | -$104,604 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,948 | TotalRevenueColumnAmt |
| Exclusion | $617,948 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CABLE | 623000 | $430,315 | $430,315 |
| DEFERRED CONTRACT REVENUE | 900099 | $117,839 | $117,839 |
| CAFETERIA | 623000 | $114,107 | $114,107 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $600,327 | TotalRevenueColumnAmt |
| Exclusion | $600,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,262,588 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,742,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,823,043 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,291 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,714,276 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,682 | TotalAmt |
| Program Services | $159,682 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,072 | TotalAmt |
| Program Services | $769,709 | ProgramServicesAmt |
| Management And General | $217,363 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,480,761 | TotalAmt |
| Program Services | $15,271,964 | ProgramServicesAmt |
| Management And General | $3,208,797 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,062 | TotalAmt |
| Program Services | $419,021 | ProgramServicesAmt |
| Management And General | $88,041 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,421 | TotalAmt |
| Program Services | $1,246,699 | ProgramServicesAmt |
| Management And General | $267,722 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,157 | TotalAmt |
| Program Services | $1,542,538 | ProgramServicesAmt |
| Management And General | $435,619 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,877 | TotalAmt |
| Program Services | $1,367,657 | ProgramServicesAmt |
| Management And General | $386,220 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,687 | TotalAmt |
| Program Services | $30,170 | ProgramServicesAmt |
| Management And General | $238,517 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,059 | TotalAmt |
| Management And General | $255,059 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061 | TotalAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,470 | TotalAmt |
| Management And General | $6,470 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,977 | TotalAmt |
| Program Services | $85,562 | ProgramServicesAmt |
| Management And General | $71,415 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,053 | TotalAmt |
| Program Services | $658,641 | ProgramServicesAmt |
| Management And General | $332,412 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,601 | TotalAmt |
| Program Services | $1,018,657 | ProgramServicesAmt |
| Management And General | $289,944 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,980 | TotalAmt |
| Management And General | $200,980 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,209 | TotalAmt |
| Program Services | $2,424,201 | ProgramServicesAmt |
| Management And General | $101,008 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,769 | TotalAmt |
| Program Services | $27,594 | ProgramServicesAmt |
| Management And General | $45,175 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,346,417 | TotalAmt |
| Program Services | $1,759,813 | ProgramServicesAmt |
| Management And General | $586,604 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,734,342 | TotalAmt |
| Program Services | $4,321,918 | ProgramServicesAmt |
| Management And General | $1,412,424 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,005 | TotalAmt |
| Program Services | $708,485 | ProgramServicesAmt |
| Management And General | $29,520 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICES | $5,590,271 | $4,359,240 | $1,231,031 |
| REPAIRS & MAINTENANCE | $602,426 | $480,658 | $121,768 |
| BAD DEBTS | $390,281 | $390,281 | |
| LICENSES & FEES | $65,522 | $36,949 | $28,573 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,635,162 | TotalAmt |
| Program Services | $36,689,158 | ProgramServicesAmt |
| Management And General | $9,946,004 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,300 | BOYAmt |
| EOY | $2,639,789 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,566 | BOYAmt |
| EOY | $1,015,629 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,556,649 | BOYAmt |
| EOY | $3,925,949 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,104 | BOYAmt |
| EOY | $20,104 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,157 | BOYAmt |
| EOY | $880,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $213,677,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,764,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,196,210 | BOYAmt |
| EOY | $126,913,738 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,893,778 | BOYAmt |
| EOY | $54,574,156 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,771,919 | BOYAmt |
| EOY | $6,564,792 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,178 | BOYAmt |
| EOY | $3,292,295 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,055 | BOYAmt |
| EOY | $50,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,337 | BOYAmt |
| EOY | $48,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,391,253 | BOYAmt |
| EOY | $199,925,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,877,921 | BOYAmt |
| EOY | $5,050,655 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,147,700 | BOYAmt |
| EOY | $31,716 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,778,850 | BOYAmt |
| EOY | $17,341,689 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,294,564 | BOYAmt |
| EOY | $84,469,558 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,532 | BOYAmt |
| EOY | $190,053 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,026,162 | BOYAmt |
| EOY | $9,385,507 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,856 | BOYAmt |
| EOY | $744,480 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,502,903 | BOYAmt |
| EOY | $28,644,090 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,786,488 | BOYAmt |
| EOY | $145,857,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,009,587 | BOYAmt |
| EOY | $50,775,275 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,178 | BOYAmt |
| EOY | $3,292,295 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,604,765 | BOYAmt |
| EOY | $54,067,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,391,253 | BOYAmt |
| EOY | $199,925,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,107,210 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,658,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $697,117 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $408,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,198,762 | CurrentTaxYearAmt |
| Total | $6,806,481 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,412,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,437,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,595,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,204,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,823,043 | CurrentTaxYearAmt |
| Total | $205,472,457 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,111,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,152,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,984,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,837,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,079,217 | CurrentTaxYearAmt |
| Total | $9,164,179 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,760,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,999,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,072,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,510,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,101,022 | CurrentTaxYearAmt |
| Total | $221,443,117 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $15,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $760,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,904,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,095,506 | CurrentTaxYearAmt |
| Total | $5,065,396 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $765,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,904,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,095,506 | CurrentTaxYearAmt |
| Total | $5,080,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $216,362,721 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,462,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,304,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,486,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,868,247 | CurrentTaxYearAmt |
| Total | $7,919,277 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,462,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,304,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,486,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,868,247 | CurrentTaxYearAmt |
| Total | $7,919,277 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $257,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $241,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183,371 | CurrentTaxYearAmt |
| Total | $682,190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,556,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,461,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,634,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,238,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,152,640 | CurrentTaxYearAmt |
| Total | $230,044,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94890 | PublicSupportPY509Pct |
| Investment Income CY | 0.03440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS FUNDRAISING RECEIPTS - 2019 AMOUNT: $ 17,690. GAMING RECEIPTS - 2019 AMOUNT: $ 3,090. 2020 AMOUNT: $ 3,532. SOLAR REC INCOME - 2019 AMOUNT: $ 119,043. 2020 AMOUNT: $ 119,785. 2021 AMOUNT: $ 65,532. DEFERRED CONTRACT REVENUE - 2019 AMOUNT: $ 117,840. 2020 AMOUNT: $ 117,839. 2021 AMOUNT: $ 117,839. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,061 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,061 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FELLOWSHIP SENIOR LIVING (FSL) IS A MEMBER OF NATIONAL LEADINGAGE AND LEADINGAGE NEW JERSEY. FSL PAID COMBINED DUES OF $25,393 TO LEADINGAGE AND LEADINGAGE NJ. THE PORTION OF DUES ALLOCATED TO LOBBYING IS $1,061. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,587,195 | BeginningYearBalanceAmt |
| Contributions | $141,089 | ContributionsAmt |
| Investment Earnings Or Losses | $2,380,224 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,108,508 | OtherExpendituresAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,098,375 | BeginningYearBalanceAmt |
| Contributions | $410,583 | ContributionsAmt |
| Investment Earnings Or Losses | $362,838 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,284,601 | OtherExpendituresAmt |
| End Year Balance | $1,587,195 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,960,594 | BeginningYearBalanceAmt |
| Contributions | $432,377 | ContributionsAmt |
| Investment Earnings Or Losses | -$193,385 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $101,211 | OtherExpendituresAmt |
| End Year Balance | $2,098,375 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,637,500 | BeginningYearBalanceAmt |
| Contributions | $279,293 | ContributionsAmt |
| Investment Earnings Or Losses | $158,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $114,769 | OtherExpendituresAmt |
| End Year Balance | $1,960,594 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,838,577 | OtherCostOrOtherBasisAmt |
| Book Value | $6,838,577 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,679,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,437,321 | DepreciationAmt |
| Book Value | $83,242,461 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,520,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,326,824 | DepreciationAmt |
| Book Value | $11,193,372 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,639,328 | OtherCostOrOtherBasisAmt |
| Book Value | $25,639,328 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $126,913,738 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE FEES | Desc |
| Amt | $28,644,090 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,644,090 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,973,099 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,658,478 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $544,033 | OtherRevenueAmt |
| Revenue Not Reported | $4,202,511 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,770,588 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$28,216 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$28,216 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,742,372 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,510,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $28,216 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $28,216 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,482,078 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $153,084 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $153,084 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,635,162 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW IS USED TO HOLD 10% OF LIFECARE ENTRANCE FEE CONTRACT AMOUNTS. THESE AMOUNTS ARE APPLIED TO ENTRANCE FEES THAT ARE DUE WHEN RESIDENTS MOVE INTO FELLOWSHIP VILLAGE. |
| PART V, LINE 4: | THE AMOUNTS REPORTED ABOVE ARE ASSETS WITH DONOR RESTRICTIONS. THE ORGANIZATION MAINTAINS FOUR FUNDS FOR THE FOLLOWING USES: CAPITAL FUND, PROMISE FUND, LIFE ENRICHMENT FUND, TEAM MEMBER FUND AND THE HEALTH AND MEDICAL FUND. THE ENDOWMENT IS TRANSFERRED TO AND REPORTED ON THE FELLOWSHIP FOUNDATION, INC., A RELATED ORGANIZATION IN 2020. |
| PART X, LINE 2: | FSL ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONTRIBUTION TO RELATED ENTITY -146,614. CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION 697,117. INVESTMENT FEES -6,470. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -28,216. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 28,216. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 6,470. CONTRIBUTION TO RELATED ENTITY 146,614. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,044,824 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,044,824 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,044,824 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 1 ACCOUNTING METHOD: | THE ORGANIZATION HAS OFFSHORE INVESTMENTS BUT ITS OWNERSHIP DOES NOT MEET THE REQUIREMENTS FOR REPORTING THEIR INTERESTS ON FORMS 5471 AND 8865. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELLOWSHIP FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FELLOWSHIP VILLAGE ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 842975643 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $146,614 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION GRANTED FUNDS TO ITS AFFILIATE, FELLOWSHIP FOUNDATION. ALL ACCOUNTNG FOR THE AFFILIATES IS CENTRALIZED AND NO ADDITIONAL MONITORING IS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN G LAWRENCE | ||||||||||||||
| PRESIDENT & CEO | $552,629 | $0 | $90,000 | $0 | $82,625 | $0 | $60,150 | $0 | $20,123 | $0 | $805,527 | $0 | $0 | $0 |
| DR ARUTHER SHEPPELL | ||||||||||||||
| MEDICAL DIRECTOR | $285,870 | $0 | $0 | $0 | $0 | $0 | $2,159 | $0 | $18,836 | $0 | $306,865 | $0 | $0 | $0 |
| MARK F MAZZELLA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $224,453 | $0 | $21,667 | $0 | $0 | $0 | $8,729 | $0 | $26,611 | $0 | $281,460 | $0 | $0 | $0 |
| JACK ELLIAS | ||||||||||||||
| VP HEALTH SERVICES | $211,731 | $0 | $12,750 | $0 | $0 | $0 | $8,122 | $0 | $21,682 | $0 | $254,285 | $0 | $0 | $0 |
| ELIZABETH FANDEL | ||||||||||||||
| SVP HCBS | $196,908 | $0 | $16,783 | $0 | $0 | $0 | $7,558 | $0 | $8,849 | $0 | $230,098 | $0 | $0 | $0 |
| LAURA SHARP | ||||||||||||||
| DIRECTOR OF CLINICAL OPERATIONS | $164,505 | $0 | $6,000 | $0 | $0 | $0 | $6,190 | $0 | $5,311 | $0 | $182,006 | $0 | $0 | $0 |
| RAYCHELL MIDDLEBROOKS | ||||||||||||||
| REGISTERED NURSE | $177,766 | $0 | $600 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,366 | $0 | $0 | $0 |
| JUDY AMIR | ||||||||||||||
| CLIENT SERVICES MANAGER | $149,319 | $0 | $0 | $0 | $0 | $0 | $5,538 | $0 | $12,607 | $0 | $167,464 | $0 | $0 | $0 |
| VERA ADDY | ||||||||||||||
| REGISTERED NURSE | $151,657 | $0 | $600 | $0 | $0 | $0 | $5,329 | $0 | $0 | $0 | $157,586 | $0 | $0 | $0 |
| NICHOLAS BOTTARO | ||||||||||||||
| VP OF SALES & MARKETING | $134,912 | $0 | $7,700 | $0 | $0 | $0 | $5,034 | $0 | $7,166 | $0 | $154,812 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE NON-FIXED PAYMENTS WHICH ARE BASED UPON PERFORMANCE AND ATTAINING GOALS SET DURING THE YEAR. THE PRESIDENT & CEO'S BONUS IS DETERMINED THROUGH THE COMPENSATION COMMITTEE OF THE BOARD. THE ORGANIZATION ALSO UTILIZES AN HR CONSULTING COMPANY TO ARRIVE AT A COMPENSATION LEVELS THAT INCORPORATE FOR PROFIT AND NON PROFIT SALARY RANGES FOR SIMILAR POSITIONS FOR BOTH THE PRESIDENT & CEO AND ALL SENIOR MANAGEMENT. ALL SENIOR MANAGEMENT SALARIES ARE WITHIN SUCH RANGES, AND IN ADDITION ALL SENIOR MANAGEMENT IS REVIEWED ANNUALLY FOR BOTH MERIT AND BONUS BY THE PRESIDENT & CEO. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| CUSIP | 74443UCD3 | CUSIPNum |
| Bond Issued | 2019-12-19 | BondIssuedDt |
| Issue Price | $80,055,000 | IssuePriceAmt |
| Purpose | SEE SUPPLEMENTAL INFORMATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $85,618,896 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,486,117 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $15,951,186 | CapitalExpendituresAmt |
| Other Spent Proceeds | $57,924,940 | OtherSpentProceedsAmt |
| Unspent | $3,848,814 | UnspentAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN F: | PROCEEDS OF THE 2019 BOND A INCLUDE A) CURRENT REFUNDING OF ALL OF THE OUTSTANDING SERIES 2013 A BONDS IN THE AMOUNT OF $32,027,666 AND 2013 SERIES B BONDS IN THE AMOUNT OF $33,513,092; (B) FINANCING FOR PHASE III OF THE HEALTH CENTER EXPANSION AND RENOVATION PROJECT; (C) PAY ASSOCIATED COSTS WITH THE ISSUANCE OF THE SERIES 2019 BONDS INCLUDING THE TERMINATION OF RELATED RATE SWAP AGREEMENT; AND (D) RECOVER A PORTION OF EQUITY CONTRIBUTIONS AS SPECIFIED UNDER THE 2013 SERIES A AGREEMENT FOR PHASES I AND II. |
| SCHEDULE K, PART III, LINE 9, PART IV, LINE 7, PART V: | THE ORGANIZATION IS A PRUDENT AND CONSCIENTIOUS TAXPAYER THAT UNDERSTANDS ITS OBLIGATIONS REGARDING MONITORING THE USES AND INVESTMENT OF BOND ISSUANCE PROCEEDS. THE ORGANIZATION FOLLOWS THE SAFE HARBOR REGULATIONS REGARDING BOND ISSUES AND IS IN THE PROCESS OF ESTABLISHING WRITTEN POLICIES TO FORMALIZE POST-BOND ISSUANCE PROCEDURES. THE USE OF PROCEEDS FROM THE BOND ISSUE IS MONITORED BY THE TRUSTEE TO ENSURE THE BOND PROCEEDS ARE UTILIZED FOR THE AGREED-ON PURPOSES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS OF THE ORGANIZATION WERE CHANGED IN SEPTEMBER 2021 TO REFLECT THE INCORPORATION OF A NEW ENTITY, FSL, INC. (EIN 61-2015757), WHICH AS FORMED TO BE THE PARENT AND SOLE MEMBER OF THE FILING ORGANIZATION. THE NAME OF THE FILING ORGANIZATION WAS ALSO CHANGED TO FELLOWSHIP VILLAGE, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | IN SEPTEMBER 2021, THE ORGANIZATION FORMED FSL, INC. (EIN 61-2015757) WHICH WAS DESIGNATED THE PARENT OF THE ORGANIZATION AND ITS SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | FSL, INC. HAS THE RIGHT TO ELECT THE BOARD MEMBERS OF ITS SUBSIDIDARIES. |
| FORM 990, PART VI, SECTION A, LINE 7B | FSL, INC., THE SOLE MEMBER AND PARENT OF THE FILING ORGANIZATION, HAS RESERVED RIGHTS OVER MAJOR DECISIONS OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES CONTEMPORANEOUSLY DOCUMENT THE MEETINGS OF THE ORGANIZATION'S COMMITTEES, BUT THE COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION, AND THEREFORE QUESTION 8B HAS BEEN ANSWERED "NO". |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS THE DRAFT AND THEN PROVIDES THE DRAFT OF THE RETURN TO ALL BOARD MEMBERS. COMMENTS ARE ACCEPTED DURING THIS REVIEW PROCESS. ONCE BOARD MEMBERS HAVE BEEN GIVEN ACCESS TO THE FORM 990, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE BEGINNING OF THEIR EMPLOYMENT. BOARD DIRECTORS SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY. THE CFO AND CEO OF FELLOWSHIP SENIOR LIVING, INC. REVIEW TRANSACTIONS PERFORMED BY THE BOARD, OFFICERS, AND KEY EMPLOYEES FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS. IF THERE IS A CONFLICT AT THE BOARD LEVEL, THAT INDVIDUAL WOULD ABSTAIN FROM VOTING. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. THE HUMAN RESOURCES DEPARTMENT REVIEWS AND RETAINS THE FORMS AND NOTIFIES SENIOR MANAGMENT OR THE BOARD IF ANY CONFLICTS EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE REVIEWS COMPENSATION FOR THE CEO BY COMPARING TO OTHER CEOS IN THE CCRC AND HEALTHCARE INDUSTRY THAT ARE IN THE LOCAL REGION. THE COMPENSATION COMMITTEE RECOMMENDS TO THE WHOLE BOARD THE CEO SALARY INCREASES FOR FULL BOARD APPROVAL. THE CEO AND HUMAN RESOURCES REVIEW COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES. THE ORGANIZATION USES COMPARATIVE DATA FOR THE INDUSTRY AND REGION FROM AN OUTSIDE PROFESSIONAL SOURCE FOR DETERMINING COMPENSATION TO ENSURE COMPENSATION IS IN LINE WITH FAIR MARKET VALUE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE REQUESTED INFORMATION AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION 697,117. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FELLOWSHIP FOUNDATION INC | ||||||||||
| 8000 FELLOWSHIP VILLAGE ROAD | BASKING RIDGE | NJ | 07920 | 842975643 | FUNDRAISING | NJ | 501(C)(3) | LINE 7 | N/A | 0 |
| FSL INC | ||||||||||
| 8000 FELLOWSHIP VILLAGE ROAD | BASKING RIDGE | NJ | 07920 | 612015757 | PARENT COMPANY | NJ | 501(C)(3) | LINE 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |