2022-09-23T11:57:09-05:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2021-01-01 310920577 FRIENDS HEALTH CARE ASSOCIATION INC FRIE 9377677363 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 MICHAEL J MONTGOMERY EXECUTIVE DIRECTOR 9377677363 2022-08-24 1 MICHAEL MONTGOMERY 999009999 MATTHEW SHROYER P00737986 9373992000 2022-08-24 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z FRIENDS CARE COMMUNITY MICHAEL J MONTGOMERY 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 7867599 0 X WWW.FRIENDSHEALTHCARE.ORG X 1977 OH FHCA OPERATES A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE YELLOW SPRINGS COMMUNITY. 11 11 135 11 0 0 712642 884192 7531496 6747201 10280 128923 9065 1400 8263483 7761716 0 0 0 0 3482207 3765892 0 0 301 4397690 3807240 7879897 7573132 383586 188584 10232697 9498813 6273153 5285307 3959544 4213506 X FRIENDS CARE COMMUNITY MEETS THE RESIDENTIAL LIVING NEEDS OF SENIORS AND OTHERS BY PROVIDING INDEPENDENT LIVING, ASSISTED CARE, SKILLED CARE AND CONVALESCENT OPTIONS IN A VIBRANT, HOMELIKE ENVIRONMENT. THROUGH RESPECT FOR THE DIGNITY AND UNIQUE NEEDS OF EACH INDIVIDUAL, WE ASPIRE TO THE HAPPINESS AND FULFILLMENT OF ALL RESIDENTS AND STAFF AND THE CONFIDENCE AND TRUST OF FAMILY MEMBERS AND THE YELLOW SPRINGS COMMUNITY. 0 0 5758277 5427894 THE SKILLED NURSING CENTER OFFERS A PLACE FOR SHORT TERM REHABILITATION AFTER A HOSPITAL STAY OR LONG TERM CARE WHEN NEEDED. STAFFED BY FRIENDLY, CARING PEOPLE, ITS 66-BED NURSING FACILITY INCLUDES 16 REHABILITATION/SHORT-TERM CARE BEDS. REHABILITATIVE CARE IS PROVIDED BY LICENSED PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS FOR RESIDENTS RECOVERING FROM MAJOR SURGERY, STROKE, HEART ATTACK, ORTHOPEDIC AND OTHER MEDICAL CONDITIONS AND ILLNESSES. 944798 981219 FEATURING 20 INDIVIDUAL APARTMENTS WITH FOUR DIFFERENT FLOOR PLANS AND LARGE BATHROOMS, THE ASSISTED LIVING UNIT IS A LICENSED FACILITY DESIGNED TO ENHANCE INDEPENDENCE. THE CENTER ENCOURAGES RESIDENTS TO ENJOY SOCIALIZING IN A SECURE, MODEST, QUIET SETTING. 315921 338088 INDEPENDENT LIVING AFFORDS PRIVACY AND FREEDOM COMBINED WITH THE SECURITY OF A 24 HOUR ON-CALL ASSISTANCE AND A MAINTENANCE FREE ENVIRONMENT. THE 10 INDEPENDENT LIVING DUPLEXES ARE NESTLED ALONG SPECTACULAR WALKING PATHS THROUGH BEAUTIFUL WOODS. 7018996 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL J MONTGOMERY 9377677363 150 E HERMAN STREET YELLOW SPRINGS OH 45387 DONNA SILVERT PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER PALASSIS VICE PRESIDENT 2.00 X X 0 0 0 TRENT FISHER TREASURER 2.00 X X 0 0 0 ANN COOPER SECRETARY 1.00 X X 0 0 0 ABBY COBB TRUSTEE 1.00 X 0 0 0 LIZ PORTER TRUSTEE 1.00 X 0 0 0 KEVIN JACKSON TRUSTEE 1.00 X 0 0 0 SANDRA LANG PHD TRUSTEE 1.00 X 0 0 0 STERLING WRIGHT TRUSTEE 1.00 X 0 0 0 DIANE CHIDDISTER TRUSTEE 1.00 X 0 0 0 THOMAS MALCOLM TRUSTEE 1.00 X 0 0 0 MICHAEL MONTGOMERY EXECUTIVE DIRECTOR 40.00 X 137256 0 23615 137256 0 23615 2 0 1 0 CONCEPT REHAB 7150 GRANITE CIR 200 TOLEDO OH 43617 THERAPY SERVICES 486560 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE BENSALEM PA 19020 DIETARY, LAUNDRY, HOUSEKEEPING SVCS 293960 DEDICATED NURSING ASSOCIATES 5851 FAR HILLS AVE DAYTON OH 45429 PURCHASED NURSING SERVICES 146450 DAYFIELD SENIOR SOLUTIONS 609 WOODSIDE DR ENGLEWOOD OH 45322 ACCOUNTING AND BILLING SERVICES 140004 4 7156 828164 48872 884192 RESIDENT SERVICES 541800 6721482 6721482 OTHER REVENUE 611600 25719 25719 6747201 -206 -206 1400 0 1400 1400 1400 235012 105883 129129 129129 129129 0 7156 0 0 7761716 6747201 0 130323 X 160871 160871 3061096 2995804 65292 333558 333558 210367 210367 19780 19780 37338 37338 16325 16325 1229266 1116653 112613 32337 32337 239259 234064 4894 301 380847 373575 7272 7928 7928 71269 63107 8162 584692 572246 12446 39163 39163 MEDICAL SUPPLIES AND DR 399914 385254 14660 FRANCHISE PERMIT FEE 323182 323182 FOOD 184135 184135 REPAIRS AND MAINTENANCE 98623 98623 143182 49000 94182 7573132 7018996 553835 301 550 550 3014189 2859497 489340 384384 72465 52860 18109732 12478675 6151376 5631057 504777 570465 10232697 9498813 587578 520733 2836933 3013740 1076483 736896 1006011 918886 766148 95052 6273153 5285307 X 3504767 3693041 454777 520465 3959544 4213506 10232697 9498813 X 188584 65378 X X 0 1 X 1 0 X 39342 40702 43865 712642 884192 1720743 7412964 7546909 7871040 7531496 6747201 37109610 7452306 7587611 7914905 8244138 7631393 38830353 0 0 0 38830353 16496 13522 23693 12680 1194 67585 16496 13522 23693 12680 1194 67585 7468802 7601133 7938598 8256818 7632587 38897938 0.99830 0.99790 0.00170 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 504777 0 72028 6340 570465 448746 1589 60588 6146 504777 382418 300 71866 5838 448746 411111 -23277 5416 382418 356149 11190 49232 5460 411111 0.08765 0.91235 0.00000 1 0 134883 125324 260207 15114591 10108570 5006021 2299581 2118921 180660 435353 251184 184169 5631057 ENDOWMENT FUND - YSCF 404314 SPRINGFIELD FOUNDATION ENDOWMENT FUND 166151 570465 REFUNDABLE RESIDENCY FEES 95052 95052 X 7827094 65378 65378 7761716 0 7761716 7573132 0 7573132 0 7573132 PART V, LINE 4: THE ENDOWMENT IS DESIGNED TO PROVIDE A PERMANENT FUND, THE INCOME FROM WHICH WILL PRODUCE A SOURCE OF REVENUE TO THE BENEFIT OF FRIENDS CARE COMMUNITY. PART X, LINE 2: THE COMMUNITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE COMMUNITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THEREFORE, THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COMMUNITY'S ANNUAL REPORTING RETURNS. THE COMMUNITY'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE COMMUNITY HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 65,378. X 0 0 0 0 0 0 0 0 0 MICHAEL MONTGOMERY EXECUTIVE DIRECTOR 137256 0 0 0 0 0 1524 0 22091 0 160871 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND OUTSOURCED ACCOUNTANT REVIEW A DRAFT FORM 990. BEFORE FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD OF TRUSTEES AND ALL SENIOR ADMINISTRATIVE STAFF MEMBERS TO COMPLETE AND TURN IN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REQUIRED TO BE COMPLETED ANNUALLY OR SOONER IF A POTENTIAL CONFLICT ARISES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION DETERMINATION: THE BOARD RECEIVES EVALUATION FORMS FROM EACH BOARD MEMBER REGARDING HIS PERFORMANCE ON AN ANNUAL BASIS. THE BOARD PRESIDENT AND VICE-PRESIDENT COMPLETE THE ANNUAL PERFORMANCE APPRAISAL WITH THE BOARD IN EXECUTIVE SESSION AND DETERMINE THE ADJUSTMENT IN COMPENSATION, IF ANY. THE BOARD PRESIDENT AND VICE-PRESIDENT MEET WITH THE EXECUTIVE DIRECTOR TO REVIEW THE PERFORMANCE APPRAISAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE PUBLIC UPON REQUEST BY PROVIDING THE REQUESTOR WITH COPIES OF THE REQUESTED DOCUMENTS. FORM 990, PART IX, LINE 11G OTHER PROGRAM SERVICE FEES: PROGRAM SERVICE EXPENSES 1,116,653. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,116,703. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 112,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,563. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTERESTS IN ASSETS HELD BY COMMUNITY FOUNDATIONS 65,378. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.