2014-08-13T15:38:19-05:00 2013-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-01-01 591522614 SENIOR FRIENDSHIP CENTERS INC SENI 9419552122 1888 BROTHER GEENEN WAY SARASOTA FL 34236 ROBERT J CARTER PRESIDENT & CEO 9415840040 2014-08-01 1 REBECCA U STONER P00585910 9413654617 2013 2015-11-30 17:44:51Z ROBERT J CARTER 1888 BROTHER GEENEN WAY SARASOTA FL 34236 11720159 0 X WWW.FRIENDSHIPCENTERS.ORG X 1973 FL SEE ATTACHED STATEMENT LOCATED AT SCHEDULE O 15 15 187 1531 0 0 1629849 1840151 9489750 9264236 43556 54134 191405 279945 11354560 11438466 3020262 3248647 0 0 4961173 4661423 0 0 0 3682109 3542691 11663544 11452761 -308984 -14295 8106639 8293711 1544697 1638365 6561942 6655346 X TO PROMOTE HEALTH, DIGNITY, AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING. 0 0 2254154 37869 2300412 ELDERCARE NUTRITION SERVICES: WITH SENIOR HUNGER REACHING SHOCKING NUMBERS BOTH NATIONALLY AND REGIONALLY, SENIOR FRIENDSHIP CENTERS OFFERS DIRECT HELP. NUTRITIOUS LUNCH IS SERVED DAILY AT PLEASANT SOCIAL SETTINGS IN SENIOR CENTERS AND NEIGHBORHOOD SITES. MEALS ARE DELIVERED TO HOMEBOUND INDIVIDUALS UNABLE TO SHOP AND PREPARE MEALS FOR THEMSELVES. EMERGENCY FOOD BAGS HELP THOSE WHO HAVE HAD TO MAKE THE DIFFICULT CHOICE BETWEEN MEDICATION, PET FOOD, RENT AND GROCERIES. NUTRITION COUNSELING IS PROVIDED BY REGISTERED DIETICIANS TO EDUCATE SENIORS ABOUT THE MOST AFFORDABLE AND HEALTHY WAYS TO SHOP AND COOK FOR THEMSELVES. 5120078 2707043 5149438 SUPPORTIVE AGING:TO HELP FRAIL ELDERS REMAIN INDEPENDENT AND IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, SENIOR FRIENDSHIP CENTERS OFFERS IN-HOME SUPPORT THROUGH COORDINATED CARE MANAGEMENT. ADDITIONALLY, LICENSED ADULT DAY CARE PROGRAMS PROVIDE SAFE, SUPERVISED SETTINGS, WHERE CLIENTS ARE ABLE TO FUNCTION AT THE HIGHEST LEVEL POSSIBLE, WHILE CAREGIVERS CAN WORK OR HAVE MUCH NEEDED TIME TO CARE FOR THEMSELVES. SPECIALLY TRAINED STAFF AND VOLUNTEERS CONDUCT EDUCATION AND SUPPORT GROUPS FOR CAREGIVING FAMILIES THROUGH THE CAREGIVER RESOURCE CENTERS. 2376049 484275 1533908 HEALTHY AND ACTIVE AGINGNATIONALLY ACCREDITED SENIOR CENTERS HELP SENIORS COMBAT THE ISOLATION AND LONELINESS THAT OFTEN COME WITH AGING, WHILE OFFERING A WIDE VARIETY OF STIMULATING EDUCATIONAL PROGRAMS, EXERCISE AND MIND FITNESS PROGRAMS, MUSIC AND ENTERTAINMENT. AN EMPHASIS ON VOLUNTEERISM - KEY TO HEALTH AND WELLBEING - NURTURES A PROFOUND SENSE OF PURPOSE, AND VALUE. COURSES LIKE BALANCE MOVEMENT/FALLS PREVENTION COMBINE EXERCISE WITH EDUCATION ABOUT HOME SAFETY AND MEDICATION MANAGEMENT. THE DAKIM BRAIN FITNESS PROGRAMS HELP PROVIDE A COMPLETE APPROACH TO COGNITIVE WELLNESS. COMPUTER CLASSES, INCLUDING A SUMMER PROGRAM FACILITATED BY STUDENT MENTORS, HELP OLDER ADULTS CONNECT WITH TECHNOLOGY. THE CENTERS ARE ALSO A VITAL RESOURCE CENTER FOR INFORMATION AND ASSISTANCE, AND INCREASINGLY, A REFUGE FOR ECONOMICALLY INSECURE OLDER ADULTS. CAREGIVER RESOURCE CENTERS PROVIDE SUPPORT, EDUCATION AND ENCOURAGEMENT DURING THIS CHALLENGING TIME OF LIFE. ADDITIONALLY, ECONOMICALLY CHALLENGED SENIORS RECEIVE CARE IN THE FRIENDSHIP CENTERS' NATIONALLY ACCREDITED AND AWARD WINNING CLINICS, WHERE COMPLEX MEDICAL AND DENTAL CONDITIONS ARE MANAGED BY VOLUNTEER PHYSICIANS, DENTISTS, AND NURSES ALONGSIDE A SMALL PROFESSIONAL STAFF. IN THE MEDICAL CLINICS, LIVES ARE SAVED ON A REGULAR BASIS THROUGH EXPERT DIAGNOSIS, EARLY INTERVENTION AND TREATMENT. CHRONIC DISEASES LIKE HYPERTENSION, DIABETES, HEART DISEASE, OBESITY AND COPD ARE MANAGED AND ONGOING HEALTH EDUCATION HELPS PATIENTS LIVE MORE HEALTHY LIVES. THROUGH THE DENTAL CLINIC, PATIENTS WHO HAVEN'T SEEN A DENTISTS IN YEARS GET THE HELP THEY NEED. THE UNEMPLOYED CAN OFTEN FIND WORK THANKS TO A NEW SET OF DENTURES. 405423 19460 280478 COMMUNITY ENGAGEMENT SERVICESSENIOR CENTERS - BRIMMING WITH ACTIVITES TO MEET THE DIVERSE NEEDS OF THE AREA'S 50+ POPULATION, THE CENTERS PROVIDE EXERCISE FOR ALL LEVELS, ARTS AND CRAFTS, FOREIGN LANGUAGE CLASSES, SEMINARS, LIVE MUSIC AND DANCING, INFORMATION AND REFERRAL AND AN OPPORTUNITY TO MAKE NEW FRIENDS AND EXPLORE NEW INTERESTS. 405423 19460 280478 10155704 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 94 0 1 187 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X CARLA BENISON 9415840040 2350 SCENIC DRIVE VENICE FL 34293 DALE ALDER BOARD MEMBER 0.50 X 0 0 0 JANE JOHNSON BOARD MEMBER 0.50 X 0 0 0 KEVIN O'NEIL MD BOARD MEMBER 0.50 X 0 0 0 CARL WESTMAN BOARD MEMBER 0.50 X 0 0 0 F DOUGLAS HEINLEN BOARD MEMBER 4.00 X 0 0 0 LANCE MCKINNEY BOARD MEMBER 0.50 X 0 0 0 HAROLD RONSON BOARD MEMBER 0.50 X 0 0 0 ALBERT TRIPODI MD BOARD MEMBER 0.50 X 0 0 0 CARMEN VALENTI BOARD MEMBER 0.50 X 0 0 0 THOMAS WILLIAMS BOARD MEMBER 0.50 X 0 0 0 ROBERT HARRIS TREASURER 0.50 X X 0 0 0 GLORIA SCHRANZ DDS SECRETARY 0.50 X X 0 0 0 RICHARD BEEBE MD CHAIRMAN 0.50 X X 0 0 0 KATHY SILVERBERG VICE CHAIRMAN 0.50 X X 0 0 0 JOHN COUNSELL VICE CHAIRMAN 0.50 X X 0 0 0 ROBERT CARTER PRESIDENT & CEO 40.00 X 134515 0 26002 DAVID BLEHAR CHIEF FINANCIAL OFFICER 40.00 X 92033 0 11204 ERIN MCLEOD CHIEF OPERATING OFFICER 40.00 X 92033 0 11204 318581 0 48410 1 0 1 0 GA FOODS 12200 32ND COURT NORTH ST PETERBURG FL 33716 MEALS 970442 MUTUAL OF AMERICA 1450 CENTREPARK BLVD WEST PALM BEACH FL 33401 RETIREMENT 435688 FLORIDA BLUE PO BOX 660299 DALLAS TX 75266 HEALTH INSURANCE 409347 HALFACRE CONSTRUCTION 7015 PROFESSIONAL PRKWY SARASOTA FL 34240 BUILDING RENOVATION 394237 REDICARE NURSING SERVICES 6325 PRESIDENTAL CT STE 8 FORT MYERS FL 33919 IN-HOME SERVICES 293391 16 22000 401902 1416249 36548 1840151 SUPPORTING AGING SERVICES 624100 5149437 5149437 ELDERCARE NUTRITION SERVICES 624100 2300412 2300412 HEALTHY AGING SERVICES 624100 1533908 1533908 COMMUNITY ENGAGEMENT SERVICES 624100 280479 280479 9264236 19925 19925 6443 805 5638 5638 5638 146517 95296 134204 73400 12313 21896 34209 34209 246842 22000 73284 173558 173558 MISC 900099 100749 100749 100749 11438466 9264236 0 334079 3248647 3248647 366991 366991 3563705 3269065 294640 126060 115638 10422 273516 250902 22614 331151 303772 27379 63400 62732 668 266021 226092 39929 396198 316034 80164 461987 410806 51181 99190 86043 13147 373724 109072 264652 108600 97104 11496 FOOD / MEALS 1220121 1209049 11072 MAINTENANCE AND REPAIRS 436206 373064 63142 OTHER 117244 77684 39560 11452761 10155704 1297057 0 4574 6175 1226732 1343616 1318436 1370587 206181 166152 10345734 5958789 4166443 4386945 474546 372097 709727 648139 8106639 8293711 1323738 1419295 220959 219070 1544697 1638365 X 5159002 5330230 1368792 1290968 34148 34148 6561942 6655346 8106639 8293711 X -14295 -4796 112495 X X 0 1 X 1 1 1 X 2193628 1500123 1186280 1629849 1840151 8350031 2193628 1500123 1186280 1629849 1840151 8350031 92351 8257680 97988 54840 43724 38029 26368 260949 87435 69501 81767 80449 100749 419901 9030881 47791715 0.91440 0.92040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2685619 2685619 2295140 1382507 991268 790 2685619 1 124800 124800 7750940 4624784 3126156 829020 87080 741940 1325412 941278 384134 315562 305647 9915 4386945 TRUST RECEIVABLE, NET 648139 648139 X 14081733 -4796 2461479 112495 2569178 11512555 -74089 -74089 11438466 13988329 2461479 74089 2535568 11452761 0 11452761 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE CENTER AND FOUNDATION HAVE REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 112,495. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B -73,284. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B -805. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 8B 73,284. RENTAL EXPENSES - INCLUDED ON FORM 990, PART VIII, LINE 6B 805. MAD CAP EVENING 128586 8120 120466 23100 9535 9169 TASTE OF FRIENDSHIP 33295 9750 23545 1300 1786 650 1357 3 31413 4130 27283 8100 4534 1485 193294 22000 171294 9400 29420 10185 12011 61016 110278 1 OLDER AMERICAN ACT - PROGRAM ASSISTANCE TO SENIOR CITIZENS 1124 3248647 FMV SFC PROVIDES PROGRAM ASSISTANCE TO SENIOR CITIZENS IN THE FORM OF PROVIDING PAYMENT TO THIRD PARTY SERVICE PROVIDERS ON BEHALF OF THE INDIVIDUAL SENIORS. PART I, LINE 2: GRANTS ARE SECURED THROUGH APPLICATION PROCESS. SOCIAL SERVICE DEPARTMENT DETERMINES ELIGIBLITY OF CLIENT BASED ON ESTABLISHED CRITERIA DETAILED IN SPECIFIC GRANT AWARD AND COORDINATES SERVICE DELIVERY. CLIENT FILE IS CREATED TO DOCUMENT CLIENT AUTHORIZATION AND SERVICE DELIVERY. IT DEPARTMENT TRACKS SERVICE DELIVERY AND REPORTS SERVICE DELIVERY BY EPISODE FOR REIMBURSEMENT AND PAYMENT FOR SERVICES. X X 0 0 0 0 0 0 0 0 0 ROBERT CARTER PRESIDENT & CEO 134515 0 0 0 0 0 25571 0 431 0 160517 0 0 0 X 2 37520 MARKET VALUE 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION SENIOR FRIENDSHIP CENTERS, INC. WAS FOUNDED IN 1973 TO HELP SENIORS MAINTAIN THEIR INDEPENDENCE AND TO PREVENT PREMATURE INSTITUTIONALIZATION. THE MISSION IS TO SUPPORT HEALTH, DIGNITY AND QUALITY OF LIFE ON THE JOURNEY OF AGING. THE ORGANIZATION OFFERS A MYRIAD OF SERVICES AND PROGRAMS TO ADDRESS THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF THE AGING POPULATION AND THEIR FAMILIES. NATIONALLY ACCREDITED AND RENOWNED SENIOR CENTERS HOST A VARIETY OF HEALTHY AGING SERVICES INCLUDING LIFELONG LEARNING, TECHNOLOGY PROGRAMS, ENTERTAINMENT BY VOLUNTEER RETIRED PROFESSIONAL MUSICIANS, WELLNESS PROGRAMS AND EXERCISE. NATIONALLY RECOGNIZED AND AWARD-WINNING CLINICS OFFER A UNIQUE HEALTHCARE SAFETY NET WHERE RETIRED VOLUNTEER PHYSICIANS AND DENTISTS PROVIDE CARE FOR FINANCIALLY QUALIFIED LOW-INCOME SENIORS. NUTRITIOUS LUNCHES ARE OFFERED DAILY AT NUMEROUS COMMUNITY-BASED DINING SITES AS WELL AS AT THE MAIN HUB SENIOR CENTERS. AT THOSE LOCATIONS SENIORS ARE ALSO ENGAGED IN SOCIALIZATION, EXERCISE, AND VOLUNTEERISM. CAREGIVER AND FAMILY SUPPORT PROGRAMS LIKE ADULT DAY CARE AND ALZHEIMER'S SERVICES, EDUCATION PROGRAMS AND SUPPORT GROUPS CREATE A TRUSTED HAVEN DURING SOME OF THE MOST DIFFICULT TIMES IN LIFE. SPECIAL SUPPORTIVE AGING PROGRAMS INCLUDE HOME DELIVERED MEALS, IN-HOME CARE, AND THE FRIENDSHIP AT HOME PROGRAM WHERE SPECIALLY TRAINED AND SCREENED VOLUNTEERS ARE PAIRED WITH A HOME-BOUND ELDER IN NEED OF A CARING CONNECTION. FOR THOUSANDS OF OLDER ADULTS, SENIOR FRIENDSHIP CENTERS IS THERE THROUGHOUT THE JOURNEY OF AGING. FORM 990, PART I, LINE 6 VOLUNTEERS ARE THE BACKBONE OF THE ORGANIZATION, OFTEN PROVIDING MANY PRIMARY AND SUPPLEMENTAL SERVICES THAT WOULD OTHERWISE REQUIRE STAFFING. THIS METHOD FOR BUILDING CAPACITY ALLOWS SCARCE FINANCIAL RESOURCES TO STRETCH MUCH FARTHER. VOLUNTEERS ASSIST WITH THE DELIVERY OF MEALS TO HOMEBOUND SENIORS AS WELL AS WITH THE CONGREGATE MEAL PROGRAMS. CLASSES AND DANCING BANDS ARE LEAD BY VOLUNTEERS IN THE SENIOR CENTERS, AND OFFER TRAINING IN THE CAREGIVER RESOURCE CENTERS. VOLUNTEER ALSO PROVIDE GENERAL PROGRAM AND ADMINISTRATIVE SUPPORT. HEALTH CLINICS ARE STAFFED BY RETIRED VOLUNTEER PHYSICIANS, DENTISTS, NURSES AND SUPPORT ANCILLARY STAFF DELIVER QUALITY MEDICAL AND DENTAL CARE AT THE FRIENDSHIP CLINICS. SELF-DESIGNED AND DIRECTED VOLUNTEER OPPORTUNITIES ARE ENCOURAGED AND SUPPORTED, AND ARE IN THEMSELVES, POSITIVE ELEMENTS OF HEALTHY AGING. FORM 990, PART VI, SECTION B, LINE 11 INTERNAL REVIEW OF FORM 990 BY EXECUTIVE STAFF AND REVIEW OF COMPLETED FORM 990 WITH FINANCE COMMITTEE OF SENIOR FRIENDSHIP CENTERS BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. WHILE SERVING ON THE SFC BOARD, BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE BOARD CHAIR OR THE PRESIDENT/CEO IF ANY CONFLICTS ARISE. A BOARD QUESTIONNAIRE REQUIRES BOARD MEMBERS TO SPECIFICALLY IDENTIFY ANY OTHER AFFILIATIONS. THIS BOARD QUESTIONNAIRE IS REVIEWED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15 APPROPRIATE SALARIES FOR OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS ARE DETERMINED BY REVIEWING A COMPENSATION AND BENEFITS REPORT PREPARED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. IN THIS REPORT, REGIONAL POSITIONS AND SALARIES ARE COMPARED BASED ON OPERATIONAL SIZE AND ANNUAL BUDGET TO ASSIST AREA NONPROFITS. THIS REPORT WAS LAST UPDATED IN 2010. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 112,495. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE FINANCE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND WITH THE SELECTION OF INDEPENDENT AUDITORS. SENIOR FRIENDSHIP CENTERS FOUNDATION INC 1888 BROTHER GREENEN WAY SARASOTA FL 34236 650364819 PROVIDES FINANCIAL AND FUNDRAISING SUPPORT FOR SENIOR FRIENDSHIP CENTER, INC FL 501(C)(3) 11C - TYPE III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0