2015-11-12T16:04:54-08:00 2015-03-31 Hansen Hunter & Co PC 8930 SW Gemini Drive Beaverton OR 97008 990 2014-04-01 942489788 Friends Association of Services for the Elderly FASE FRIE 7075380152 684 Benicia Drive Santa Rosa CA 95409 Sylvia Walker Chair 2015-11-12 true Cynthia J Heuberger P00166783 5032442134 2014 2016-04-25 22:37:26Z Bob Johnson 684 Benicia Drive Santa Rosa CA 94509 6410279 false false X friendshouse.org X 1978 CA FASE seeks to provide quality residential, social and health services to the elderly, emphasizing independence, group initiatives and quaker values of integrity, equality, peace, community and simplicity. 12 12 104 118 0 287337 449100 5536355 5958580 17181 2599 0 5840873 6410279 31429 0 3635297 3540169 0 0 2698377 2966879 6333674 6538477 -492801 -128198 6546565 6368392 6627979 6578024 -81414 -209632 FASE seeks to provide quality residential, social and health services to the elderly, emphasizing independence, group initiatives and quaker values of integrity, equality, peace, community and simplicity. false false 4884417 31429 5958580 FASE is a continuing care retirement community, dedicated to enhancing our residents quality of life in a stimulating, secure environment. FASE provides high-quality services including housing, nutritious meals, nursing, housekeeping, maintenance, and other support to those they serve. the levels of services including indepedent living, assisted living, and skilled nursing. 4884417 true true false false false false false false false true true false false false true false true false false false false false false false false false false false true false false false false false false false true false false false false false false false false false false false false false false true 52 0 true 104 true false false false false false false false false 0 false false false false false false false false false false X 12 12 false true false false false false false true true false false true true true true true true true true false CA X X Bob Johnson 7075734501 684 Benicia Drive Santa Rosa CA 95409 Steve Birdlebough Director 0.50 0.00 X 0 0 0 Ann Boone Drctr to 5/14 0.50 0.00 X 0 0 0 Pamela Campbell Director 0.50 0.00 X 0 0 0 Eric Moessing Director 0.50 0.00 X 0 0 0 Kay Kerriden Chair to 5/14 0.50 0.00 X X 0 0 0 Joseph Magruder Secretary 0.50 0.00 X X 0 0 0 Dorothy Marshall Director 0.50 0.00 X 0 0 0 Sam Miller Treas. to 5/14 0.50 0.00 X X 0 0 0 Hubert Morel-Seytoux Drctr to 5/14 0.50 0.00 X 0 0 0 Nancy Proctor Drctr to 5/14 0.50 0.00 X 0 0 0 Donna Smith Treasurer 0.50 0.00 X X 0 0 0 Scott Smith Director 0.50 0.00 X 0 0 0 Margaret Sorrel Vice Chair 0.50 0.00 X X 0 0 0 Sue Thomas Drctr to 5/14 0.50 0.00 X 0 0 0 Pamela Calvert Director 0.50 0.00 X 0 0 0 Marion Cushman Director 0.50 0.00 X 0 0 0 Eloise Tweeten Director 0.50 0.00 X 0 0 0 Sylvia Walker Chair 0.50 0.00 X X 0 0 0 Travis Staples Fmr. Exec. Dir. 40.00 0.00 X 93637 0 21651 Bob Johnson Executive Dir. 40.00 0.00 X 49269 0 1131 142906 22782 0 false false false Consonus Rehab 4560 SE International Way Suite 100 Milkwaukee OR 97222 Medical Therapy Serv 381811 PRS Management & Consulting LLC 1 West Main Street Ste 303 Medford OR 97501 Management Services 249996 A&B Construction 1524 Willowside Road Santa Rosa CA 95401 Construction Service 202483 At Home Nursing Inc 1378 Corporate Center Parkway Santa Rosa CA 95401 Nursing Registry 121769 4 449100 17600 449100 Health Center 623000 2874812 2874812 Service Fees 623000 2046396 2046396 Entrance fee amortization 623000 781646 781646 Home Care/private duty 623000 91100 91100 Dietary 623000 55878 55878 108748 108748 5958580 2599 2599 0 0 0 0 0 0 0 0 6410279 5958580 2599 0 31429 31429 0 0 170545 170545 0 2471448 2128437 343011 22695 14044 8651 693188 602348 90840 182293 157476 24817 249996 249996 291168 291168 33760 33760 0 0 0 450268 406376 43892 35553 35553 203789 173065 30724 64639 64639 0 259741 259011 730 75285 3072 72213 0 6113 843 5270 29917 29917 0 282982 282982 147197 25653 121544 Health Center Expense 510115 510115 Other dietary expense 186846 186846 Other Facility Service Expense 129246 62539 66707 Loss on disposal of asset 9439 9439 825 825 6538477 4884417 1654060 0 1493438 262730 814583 0 604353 572726 0 0 0 19900 18771 105113 88317 12001761 7567417 4148881 4434344 0 0 0 0 174880 176921 6546565 6368392 1011006 462667 4363721 5055404 384681 310783 228615 340319 363444 299637 385726 6627979 6578024 X -752677 -907304 468362 494771 202901 202901 -81414 -209632 6546565 6368392 -128198 -20 X false true X true false X 359087 360189 552706 287337 449100 2008419 5682265 5811889 4744613 5536355 5958580 27733702 0 0 0 6041352 6172078 5297319 5823692 6407680 29742121 221253 5000 30000 67100 5700 329053 507037 428422 332138 1267597 728290 433422 362138 67100 5700 1596650 28145471 30225 14609 10005 17181 2599 74619 0 30225 14609 10005 17181 2599 74619 0 4935 3527 566 9028 6076512 6190214 5307890 5840873 6410279 29825768 0.94370 0.88940 0.00250 0.00720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202901 101 101 202901 202901 415 415 202901 202901 99 99 202901 202901 1867 1867 202901 202901 2233 2233 202901 1.00000 false false false 1306535 1306535 8638643 6402664 2235979 1354268 767323 586945 702315 397430 304885 4434344 REfundable Deposits 264629 Charitable Remainder Trust 90000 CAPITAL LEASE 31097 385726 6410259 -20 -20 6410279 6410279 6538477 6538477 6538477 Part V, Line 4: Intended uses of the endowment fund. In accordance with the organization's investment policy, the permanent endowment fund provides income which may be expended for operational expenses as approved by the board. false 0 0 Resident Assistance 7 31429 Additional Supplemental Information Restricted funds are tracked in revenue accounts according to their purpose. For the year ended 03/31/2015, the community had a Development director who closely managed the funds, and got board approval when necessary to expend funds with a specific purpose. In order to receive resident assistance, one would need to apply and have board approval prior to receiving assistance. All temporarily or permamently restricted donations and expenses were carefully monitored by the Development Director. Joseph Margruder Director Deposit X 50000 50370 false true true Hubert Morel-Seytoux FMR DRCT Deposit X 100000 100740 false true true Donna H Smith Director Deposit X 60000 58933 false true true Margaret Sorrel Director Deposit X 100000 100740 false true true 310783 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Friends house is managed by PRS management & Consulting, LLC. Form 990, Part VI, Line 11b: Form 990 Review Process A copy of the Form 990 is available to all board members at the board meeting for review. The Form 990 is filed upon action by the board of directors. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Conflict of interest policy and questionnaire are sent to all board members and key employees annually. There are two policies related to conflicts of interest.1. Board of Directors2. Key employeesThese policies identify the purpose, definitions, and procedures to be followed if a conflict is self-identified by a board member or key employee in the questionnaire and/or during a meeting. All procedures are followed and documented according to the policy. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management A compensation committee of the PRS Board exists to determine compensation for the executive director of each community. This committee is comprised of the officers of the PRS Board of Directors. The Committee has a charter that outlines its duties and responsibilities. It also has agenda elements that describe the activities that the committee undertakes during the year. The VP of Human Resources provided salary studies from the following resources to the committee relative to executive director compensation: salary.com, Payscale.com, 990 review (like size organizations), CEMO(Chief Executive Officers of Multi-facility organizations), Salary study results, and industry state association salary study results based on geographical location. The recommendation for base compensation and bonus are provided by the ED's direct supervisor (COO or VP of operations). Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Providing copies and/or inspection or request.