2025-11-17T15:33:48-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 881926650 HOTGS INC HOTG 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE CEO 9085803805 2025-11-16 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-16 2024 2025-03-06 01:10:19Z RIVERWALK VILLAGE AT THE HOUSE OF THE GOOD SHEPHERD BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 9792266 0 X WWW. FELLOWSHIPSENIORLIVING.ORG X 2023 NJ TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 11 10 111 10 0 0 1905949 4178359 3116641 5204194 4943 12805 203441 294606 5230974 9689964 0 0 0 0 2079391 3031119 0 0 0 3392438 5376174 5471829 8407293 -240855 1282671 46221257 44606837 9883583 11037873 36337674 33568964 X TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 0 0 7175414 5204194 HOUSE OF THE GOOD SHEPHERD OPERATES A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF ASSISTED LIVING AND INDEPENDENT LIVING RESIDENCES. THERE ARE 45 UNITS OF INDEPENDENT LIVING LOCATED IN OUR MAIN BUILDING AND ON THE GROUNDS. COTTAGES, APARTMENTS, AND DUPLEXES SERVE SENIORS WHO ARE INDEPENDENT YET VALUE THE SECURITY OF 24/7 EMERGENCY ASSISTANCE AND A WIDE VARIETY OF SERVICES AND PROGRAMS. CONTINUED ON SCHEDULE O.IN ASSISTED LIVING, STAFF IS AVAILABLE TO ASSIST WITH MEDICATION ADMINISTRATION AND PROVIDE WATCHFUL OVERSIGHT TO SENIORS WHO ARE NO LONGER ABLE TO BE TOTALLY INDEPENDENT.THE HOUSE OF THE GOOD SHEPHERD IS LICENSED BY THE STATE OF NEW JERSEY AS A CONTINUING CARE RETIREMENT COMMUNITY AND ASSISTED NURSING FACILITY. 7175414 1 1 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 1 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 1 0 0 0 1 51 0 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X MARK F MAZZELLA CFO 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 STAN MORIN CHAIRMAN 2.00 X X 0 0 0 JEFF ZENNA VICE CHAIR 1.00 X X 0 0 0 RALPH ACQUAVIVA DIRECTOR 1.00 X 0 0 0 RULENE DIFRANCESCO DIRECTOR 1.00 X 0 0 0 ROBERT FODERA DIRECTOR 1.00 X 0 0 0 FR DAVID JONES DIRECTOR 1.00 X 0 0 0 DAVID KOSTINAS DIRECTOR 1.00 X 0 0 0 DAVID SULLIVAN DIRECTOR 1.00 X 0 0 0 MICHAEL TOSCANA DIRECTOR 1.00 X 0 0 0 RAYMOND WALSH DIRECTOR 1.00 X 0 0 0 WILLIAM DOBSON DIRECTOR (UNTIL 5/24) 1.00 X 0 0 0 SUZANNE SHUGG DIRECTOR (UNTIL 5/24) 1.00 X 0 0 0 JEANNE BURNSIDE DIRECTOR (UNTIL 5/24) 1.00 X 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 40.00 X X 0 773681 61550 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 40.00 X 0 317552 0 SUSAN ELAINE LANZA EXECUTIVE DIRECTOR 40.00 X 0 243079 0 0 1334312 61550 0 0 1 0 KDA ARCHITECTS PA 500 KINGS HIGHWAY SOUTH CHERRY HILL NJ 08034 CONTRACTOR SERVICES 735683 NJSB CONSTRUCTION LLC 12 WILLIAM LN OCEAN TOWNSHIP NJ 07712 CONSTRUCTION SERVICES 532876 SYSCO METRO NEW YORK LLC 20 THEODORE CONRAD DRIVE JERSEY CITY NJ 073054614 FOOD DISTRIBUTION 155780 CHRIS BRANDS CONSTRUCTION 710 LAUREL HILL ROAD BANGOR PA 18013 CONSTRUCTION SERVICES 144977 GIBBONS PC PO BOX 5177 NEW YORK NY 100875177 LEGAL SERVICES 143816 5 4177829 530 4178359 PATIENT REVENUE FROM N 623000 3217581 3217581 RESIDENT SERVICES 623000 1954654 1954654 MEDICAL SERVICES 623000 31959 31959 5204194 24168 24168 14890 0 14890 14890 14890 90939 102302 -11363 -11363 -11363 CABLE 900099 39741 39741 CAFETERIA 900099 36765 36765 SALON 900099 23816 23816 179394 179394 279716 9689964 5204194 0 307411 2464513 2464513 341689 341689 224917 224917 486626 486626 32614 32614 712639 712639 278104 278104 189233 189233 48813 48813 456571 456571 7111 7111 456297 456297 1891270 1891270 146272 146272 FOOD SERVICES 309010 309010 REPAIRS AND MAINTENANCE 213235 213235 RESIDENT ACTIVITIES 33534 33534 MEDICAL SUPPLIES 29448 29448 85397 85397 8407293 7175414 1231879 0 279054 56583 59755 -34865 536281 103392 107098 28174845 2697550 23953318 25477295 816329 929799 21326500 17217555 46221257 44606837 1160363 1506312 367484 505863 29160 70683 7394856 7090721 931720 1864294 9883583 11037873 X 35894317 33125607 443357 443357 36337674 33568964 46221257 44606837 X 1282671 57564 -4108945 X 0 1 X 1 0 X 1905949 4178359 6084308 3116641 5204194 8320835 5022590 9382553 14405143 0 0 0 14405143 14823 39058 53881 14823 39058 53881 193561 279716 473277 5230974 9701327 14932301 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 143,351. 2024 AMOUNT: $ 179,394. CABLE - 2023 AMOUNT: $ 18,933. 2024 AMOUNT: $ 39,741. SALON - 2023 AMOUNT: $ 11,547. 2024 AMOUNT: $ 23,816. CAFETERIA - 2023 AMOUNT: $ 10,806. 2024 AMOUNT: $ 36,765. INSURANCE REFUNDS - 2023 AMOUNT: $ 8,924. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2000000 2000000 23256424 2573928 20682496 1595339 123622 1471717 1323082 1323082 25477295 INTEREST IN NET ASSETS OF FOUNDATION 17217555 F 17217555 REFUNDABLE ADVANCE FEES 1509473 DUE TO RELATED PARTY 354821 1864294 X 5638583 57564 -4108945 -4051381 9689964 0 9689964 8407293 0 8407293 0 8407293 PART IV, LINE 2B: CURRENT ASSETS REPORTED ON THE ORGANIZATION'S BALANCE SHEET AS OF 12/31/23 INCLUDE THE AMOUNT OF THE PNA TRUST FUND (I.E. RESIDENT TRUST FUNDS) HELD WITH FULTON BANK AS WELL AS THE PETTY CASH FUND HELD ONSITE. THE LIABILITIES RELATED TO THESE ACCOUNTS ARE REPORTED ON LINE 21 OF PART X OF THE 990. THESE ACCOUNTS ARE FUNDS HELD FOR THE RESIDENTS. PART X, LINE 2: THE ORGANIZATION 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: CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION -4,108,945. 0 0 0 0 0 0 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 0 535744 0 237937 0 0 0 61550 0 0 0 835231 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 0 294377 0 23175 0 0 0 0 0 0 0 317552 0 0 SUSAN ELAINE LANZA EXECUTIVE DIRECTOR 0 235079 0 8000 0 0 0 0 0 0 0 243079 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIPLIFE, INC. (EIN 61-2015757) IS A NEW JERSEY NOT-FOR-PROFIT ORGANIZATION AND THE PARENT AND SOLE MEMBER OF THE FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A FELLOWSHIPLIFE, INC. HAS THE RIGHT TO ELECT THE BOARD MEMBERS OF ITS SUBSIDIARIES. FORM 990, PART VI, SECTION A, LINE 7B FELLOWSHIPLIFE, 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 CONTEMPORANEOUSLY DOCUMENTS 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 THE 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 INDIVIDUAL 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 MANAGEMENT OR THE BOARD IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION -4,108,945. FELLOWSHIPLIFE FOUNDATION INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 842975643 FUNDRAISING NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 FELLOWSHIPLIFE INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 612015757 PARENT COMPANY NJ 501(C)(3) LINE 7 N/A 0 PINES VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 920458129 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 FRIENDS VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 873685420 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 SIEMINSKI THEATER INC 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 931765712 PERFORMING ARTS CENTER NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 APPLEWOOD VILLAGE 8000 FELLOWSHIP ROAD BASKING RDIGE NJ 07920 933849488 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0