2017-11-15T14:40:53-06:00 2016-12-31 474526160 EFPR GROUP CPAS PLLC 280 KENNETH DRIVE ROCHESTER NY 14623 990 2016-01-01 160743132 ROCHESTER FRIENDLY HOME ROCH 5853811600 3156 EAST AVENUE ROCHESTER NY 14618 MICHAEL PERRY SENIOR VP/CFO 5852188869 2017-11-15 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2017-11-15 64.88.174.3 2017-11-15 08:23:53 ES P BE935AE4703465E2E97F1EA689C26804D8B216D1 FFD55D752ACE380610C2CFFE01218EA133062922 2016 2021-01-29 14:40:06Z THE FRIENDLY HOME GLEN COOPER 3156 EAST AVENUE ROCHESTER NY 14618 47096994 0 X N/A X 1849 NY THE FRIENDLY HOME IS A 200 BED RESIDENTIAL HEALTH CARE FACILITY LOCATED IN ROCHESTER, NY. 15 14 531 154 0 0 72829 165329 25585657 26360446 254781 636608 84740 103023 25998007 27265406 0 0 0 0 14569203 14832509 0 0 0 9910034 9453645 24479237 24286154 1518770 2979252 44089813 46367620 23465605 22855717 20624208 23511903 X THE FRIENDLY HOME IS A NON-PROFIT, NON-DENOMINATIONAL 200 BED NURSING CARE AND REHABILITATION FACILITY FOR OLDER ADULTS. LOCATED AT 3156 EAST AVENUE IN BRIGHTON, THE FRIENDLY HOME OFFERS A VARIETY OF HEALTH CARE SERVICES INCLUDING 24-HOUR SKILLED NURSING CARE, TRANSITIONAL CARE/SHORT-TERM REHABILITATION, SPECIALIZED MEMORY CARE, AND HOSPICE CARE. CELEBRATING ITS 160TH ANNIVERSARY IN 2009, THE FRIENDLY HOME IS COMMITTED TO MEETING THE CHANGING NEEDS OF OLDER ADULTS BY PROVIDING SERVICES THAT ENHANCE QUALITY OF LIFE AND PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST LEVEL OF INDEPENDENCE. OUR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR MEMBERS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. 0 0 17103464 26458729 THE FRIENDLY HOME'S STAFF OF EXPERIENCED AND DEDICATED PROFESSIONALS TAKE PRIDE IN KNOWING THEIR RESIDENTS AS INDIVIDUALS, EACH WITH HIS OR HER OWN PERSONAL HISTORY AND DISTINCT PERSONALITY. THEY SHARE A MISSION OF PROVIDING CARE AND SERVICES THAT PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. THEIR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR RESIDENTS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTUAL, CARING AND PROFESSIONAL MANNER. 17103464 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 531 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MICHAEL PERRY 5852188869 3156 EAST AVENUE ROCHESTER NY 14618 THEODORE HEINRICH TREASURER 1.00 X X 0 0 0 KIMBERLY WILBORN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 KATHLEEN DEVER DIRECTOR 1.00 X 0 0 0 MICHAEL FAILLACE DIRECTOR 1.00 X 0 0 0 LOIS IRWIN DIRECTOR 1.00 X 0 0 0 JOHN MAGEE DIRECTOR 1.00 X 0 0 0 THOMAS MASASCHI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MOONEY DIRECTOR 1.00 X 0 0 0 GERALDINE BIDDLE MOORE SECRETARY 1.00 X X 0 0 0 DANIEL PARR DIRECTOR 1.00 X 0 0 0 LARON ROWE DIRECTOR 1.00 X 0 0 0 JOSEPH CASION CHAIRPERSON 1.00 1.00 X X 0 0 0 GLEN COOPER PRESIDENT/CEO 1.00 36.50 X X 0 250000 340 JULIE MARSIGLIO DIRECTOR 1.00 X 0 0 0 DR MARTIN KLEINMAN DIRECTOR 1.00 X 0 0 0 MICHAEL PERRY SENIOR VP/CFO 30.00 7.50 X 178729 0 944 ELIZABETH ADJIVON NIGHT NURSE SUPERVISOR 40.00 X 121928 0 372 MAUREEN GARBACH DIRECTOR OF HEALTH SERVICE 37.50 X 119352 0 533 ELAINE YANNI DIRECTOR OF HUMAN RESOURCE 37.50 X 111540 0 270 IRENE BERGADO EVENING NURSE SUPERVISOR 40.00 X 107781 0 0 MIKE PERROTTA ADMINISTRATOR 37.50 X 147731 0 61 787061 250000 2520 9 0 1 1 AFFINITY REHABILITATION LLP 536 OLD HOWEEL ROAD GREENVILLE SC 29615 REHAB SERVICES 471103 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 290105 FREEDOM THERAPY PC 307 INTERNATIONAL CIRCLE SUITE 100 HUNT VALLEY MD 21030 REHAB SERVICES 264728 UR MEDICINE GERIATRICS GROUP 435 E HENRIETTA RD ROCHESTER NY 14620 PHYSICIAN SERVICES 107261 4 165329 165329 NET RESIDENT SERVICE 623000 26360446 26360446 26360446 399131 399131 4740 0 4740 4740 4740 20030611 19793134 237477 237477 237477 32173 38454 -6281 -6281 MISCELLANEOUS 900099 86756 86756 TICKET SALES 900099 17808 17808 104564 27265406 26458729 0 641348 179673 179673 11290462 10101040 1189422 610146 539138 71008 1836936 1642116 194820 915292 808771 106521 52343 52343 14225 14225 16374 16374 54207 1701 52506 405503 384103 21400 32856 4867 27989 553333 553333 2027531 2027531 145342 3778 141564 PURCHASED SERVICES 2572203 2050851 521352 NYS ASSESSMENT 1478313 1478313 SUPPLIES 984862 952265 32597 PHYSICIANS REMUNERATION 563834 563834 552719 51000 501719 24286154 17103464 7182690 0 365453 546168 7455259 4078795 23046 8290 1638728 1522614 105295 100913 152356 197560 42355077 23992473 19338354 18362604 14493630 21220022 517692 330654 44089813 46367620 2911297 3087464 515877 261293 16232104 15734421 28135 32278 3778192 3740261 23465605 22855717 X 19047880 22004149 685549 616975 890779 890779 20624208 23511903 44089813 46367620 X 2979252 -128796 37239 X X 0 1 X 1 0 X 155045 279815 50213 72829 165329 723231 23802416 23874062 25017556 25694831 26497183 124886048 23957461 24153877 25067769 25767660 26662512 125609279 0 0 0 125609279 262324 193754 251813 298642 403871 1410404 262324 193754 251813 298642 403871 1410404 24219785 24347631 25319582 26066302 27066383 127019683 0.98890 0.99130 0.01110 0.00870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1445759 39687 92991 1392455 1748614 -19576 283279 1445759 1635373 113241 1748614 1287051 111726 236596 1635373 1141307 145744 1287051 0.63970 0.36030 0 0 105661 105661 32353088 17424967 14928121 8249097 5657963 2591134 1647231 909543 737688 18362604 DUE TO THIRD PARTY PAYORS 976000 PENSION LIABILITY 2764261 3740261 X 26910241 -128796 37239 -91557 27001798 263608 263608 27265406 24022546 0 24022546 263608 263608 24286154 PART IV, LINE 2B: RESIDENT FUNDS HELD - THE HOME ACTS AS A CUSTODIAN FOR RESIDENT FUNDS. THE FUNDS ARE EXPENDED AT THE DISCRETION OF THE RESIDENTS FOR PERSONAL ITEMS. PART V, LINE 4: THE HOME USES CUMULATIVE EARNINGS OF THE ENDOWMENT FUNDS TO GROW INVESTMENTS AND DOES NOT TYPICALLY APPROPRIATE SUCH EARNINGS. THE CUMULATIVE EARNINGS, HOWEVER, HAVE BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-10-50, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN MINIMUM PENSION LIABILITY 37,239. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE PER ASU 2011-07 263,608. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE PER ASU 2011-07 263,608. X X X X 0 0 0 0 0 0 0 0 0 GLEN COOPER PRESIDENT/CEO 0 250000 0 0 0 0 0 0 0 340 0 250340 0 0 MICHAEL PERRY SENIOR VP/CFO 167502 0 11227 0 0 0 0 0 944 0 179673 0 0 0 FORM 990, PART VII, SECTION A, LINE 5: CLOVERWOOD SENIOR LIVING, INC., AN UNRELATED ORGANIZATION, REIMBURSED ROCHESTER FRIENDLY HOME $10,903 FOR WAGES AND NONTAXABLE BENEFITS PAID TO MICHAEL PERRY (SENIOR VP/CFO). LINDEN KNOLL, INC., AN UNRELATED ORGANIZATION, REIMBURSED ROCHESTER FRIENDLY HOME $10,903 FOR WAGES AND NONTAXABLE BENEFITS PAID TO MICHAEL PERRY (SENIOR VP/CFO). A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2015-05-07 16838764 TO REFUND REVENUE BONDS, SERIES 2008 0 0 0 A 794683 16838764 15164053 269074 1405637 2015 1 0 1 1 A 0 1 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER FOR INDEPENDENT REVIEW PRIOR TO FILING THE RETURN. THE FORM 990 IS THEN DISCUSSED AT A SUBSEQUENT BOARD MEETING; COPIES OF THE 990 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR FOLLOWING THE ANNUAL MEETING, BOARD MEMBERS AND KEY EMPLOYEES ARE GIVEN THE HOME'S POLICY, GUIDELINES AND DISCLOSURES FORM. DISCLOSURE FORM IS COMPLETED AND RETURNED TO THE CEO. CEO REVIEWS AND NOTIFIES BOARD CHAIRPERSON OF ANY CONFLICTS DISCLOSED. FORMS FILED UNTIL NEXT YEAR AND HELD FOR 3 YEARS. FORM 990, PART VI, SECTION B, LINE 15 PER ADMINISTRATIVE POLICY #29, EXECUTIVE COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND SET BY THE EXECUTIVE COMMITTEE OF THE BOARD. AN OUTSIDE CONSULTANT PERFORMS A COMPENSATION STUDY OF LIKE ORGANIZATIONS EVERY TWO YEARS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION STUDY, ACTIVITIES AND ACCOMPLISHMENTS RELATIVE TO ANNUAL OBJECTIVES AND OVERALL OPERATING PERFORMANCE WHEN EVALUATING AND SETTING COMPENSATION. THE CEO IS NOT PRESENT WHEN PERFORMANCE AND COMPENSATION DISCUSSIONS AND SETTING OCCURS FOR HIS POSITION. KEY EMPLOYEE COMPENSATION OTHER THAN THE CEO, IS APPROVED BY THE EXECUTIVE COMMITTEE BASED ON SAME CRITERIA AS AFOREMENTIONED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION MAY BE REQUESTED AND VIEWED DURING ROUTINE BUSINESS HOURS. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION LIABILITY 37,239. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE FINANCIAL OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS FROM THE PRIOR YEAR. ROCHESTER FRIENDLY SENIOR SERVICES DBA FRIENDLY SENIOR LIVING 3156 EAST AVENUE ROCHESTER NY 14618 161462330 SUPPORTING ORGANIZATION NY 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0