2012-11-13T09:03:07-06:00 2011-12-31 310800053 CLARK SCHAEFER HACKETT & CO 2525 N LIMESTONE STREET SPRINGFIELD OH 45503 990 2011-01-01 310920577 FRIENDS HEALTH CARE ASSOCIATION INC FRIE 9377677363 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 KARL P ZALAR 9377677363 2012-11-07 1 MATTHEW SHROYER P00737986 9373992000 2012-11-07 2011 2016-02-24 21:20:13Z FRIENDS CARE COMMUNITY KARL P ZALAR 150 EAST HERMAN STREET YELLOW SPRINGS OH 45387 5545240 0 X WWW.FRIENDSHEALTHCARE.ORG X 1977 OH FHCA OPERATES A 66 BED SKILLED NURSING HOME SERVING THE YELLOW SPRINGS COMMUNITY. IN ADDITION, IT ALSO OPERATES A 20-BED ASSISTED LIVING FACILITY AND PROVIDES HOUSING FOR ELDERLY INDEPENDENT RESIDENTS. 11 11 239 50 0 0 212340 114696 5811227 4996559 24448 321781 9888 12047 6057903 5445083 0 0 0 0 2974030 2683637 0 0 0 3236540 3411440 6210570 6095077 -152667 -649994 9570653 10372357 6010764 7477160 3559889 2895197 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 5216738 3965067 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 EXTENDED CARE UNIT WITH 42 PRIVATE ROOMS IS CERTIFIED BY MEDICARE AND MEDICAID. 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. 605114 854405 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, WHICH OPENED IN 1999, ENCOURAGES RESIDENTS TO ENJOY SOCIALIZING IN A SECURE, MODEST, QUIET SETTING. 208322 177087 INDEPENDENT LIVING AFFORDS PRIVACY AND FREEDOM COMBINED WITH THE SECURITY OF A 24 HOUR ON-CALL ASSISTANCE AND A MAINTENANCE FREE ENVIRONMENT. THE PATIO HOMES ARE NESTLED ALONG SPECTACULAR WALKING PATHS THROUGH BEAUTIFUL WOODS. THE PRESCHOOL RESIDES IN THE FRIENDS CARE CENTER FACILITY TO PROVIDE INTERGENERATIONAL PROGRAMMING WITH OUR RESIDENTS. 6030174 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 239 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 X KARL P ZALAR 9377677363 150 E HERMAN STREET YELLOW SPRINGS OH 45387 MARY WHITE 1.00 X X 0 0 0 MARIANNE MACQUEEN 1.00 X X 0 0 0 GLENN WATTS 1.00 X X 0 0 0 SANDY MCHUGH 1.00 X 0 0 0 CAROL GASHO 1.00 X 0 0 0 MARGARET DUNN 1.00 X 0 0 0 WILLIAM KENT 1.00 X 0 0 0 JANEAL RAVNDAL 1.00 X 0 0 0 FAITH MORGAN 1.00 X 0 0 0 TODD LEVENTHAL 1.00 X 0 0 0 JANE SCOTT 1.00 X 0 0 0 KARL ZALAR 40.00 X 97916 0 2051 PAM HAISLIP 40.00 X 68460 0 1365 166376 0 3416 0 0 0 0 HEALTH SERVICES GROUP 3220 TILLMAN DRIVE BENSALEM PA 19020 DIETARY, LAUNDRY, HOUSEKEEPING 856615 CONCEPT REHAB 7150 GRANITE CIR 200 TOLEDO OH 43617 THERAPY SERVICES 355751 2 114696 4588 114696 RESIDENT SERVICES 623000 4959089 4959089 OTHER REVENUE 611600 37470 37470 4996559 28716 28716 2400 0 2400 2400 2400 392265 99200 293065 293065 293065 10604 957 9647 9647 5445083 4996559 0 333828 169784 42440 127344 2027003 1914740 112263 329718 293699 36019 157132 139967 17165 3325 3325 10381 10381 15500 15500 1047159 1016214 30945 35903 35903 143635 89086 54549 256865 256865 10937 10937 101177 88160 13017 556697 542671 14026 120352 120352 FRANCHISE PERMIT FEE 266864 266864 FOOD 202612 202612 REPAIRS AND MAINTENANCE 201287 201287 MISCELLANEOUS 165070 82596 82474 273676 1039485 -765809 6095077 6030174 64903 0 550 550 1641825 847589 102487 30918 551682 625557 3236 3236 128099 117261 15066400 6410082 6951148 8656318 99200 0 92426 90928 9570653 10372357 448075 741213 1589022 1491601 3948531 3610000 1588613 25136 45733 6010764 7477160 X 3362339 2770724 105124 33545 92426 90928 3559889 2895197 9570653 10372357 X -649994 -14698 X 0 1 1 X 0 X 576581 117911 55754 64039 114696 928981 6274056 6221270 6420431 5807088 4996559 29719404 6850637 6339181 6476185 5871127 5111255 30648385 600 750 210800 30920 243070 0 600 750 210800 30920 243070 30405315 59802 85642 46187 27048 17916 236595 59802 85642 46187 27048 17916 236595 6910439 6424823 6522372 5898175 5129171 30884980 0.98450 0.97280 0.00770 0.00820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95063 0 1129 2637 93555 92857 100 5169 3063 95063 0.97190 0.02810 1 0 125324 125324 12965402 5211994 7753408 1801896 1074753 727143 173778 123335 50443 8656318 REFUNDABLE RESIDENCY FEES 45733 45733 5445083 6095077 -649994 -13200 -1498 -14698 -664692 5431342 -13200 -541 -13741 5445083 0 5445083 6096034 957 957 6095077 0 6095077 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 CENTER. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. THE COMMUNITY'S OPEN AUDIT PERIODS ARE 2008 - 2010. 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 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -1,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -1,498. FUNDRAISING EXPENSES SUBTRACTED FROM REVENUES ON FORM 990 957. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES SUBTRACTED FROM REVENUES ON FORM 990 957. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE REVIEWS A DRAFT FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADOPTED A CONFLICT OF INTEREST POLICY IN 2010 AND REQUIRED THE BOARD OF TRUSTEES AND ALL SENIOR ADMINISTRATIVE STAFF MEMBERS TO COMPLETE AND TURN IN A CONFLICTS 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 15 EXECUTIVE DIRECTOR COMPENSATION DETERMINATION: THE BOARD RECEIVES EVALUATION FORMS FROM EACH BOARD MEMBER AND EACH MANAGER 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. KEY PERSONNEL COMPENSATION DETERMINATION: FOR EACH MANAGER, THE EXECUTIVE DIRECTOR, OTHER MANAGERS, AND SOME STAFF MEMBERS COMPLETE EVALUATION FORMS ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR COMPLETES THE PERFORMANCE APPRAISAL AND SALARY ADJUSTMENT, IF ANY AND REVIEWS THEM WITH THE PARTICULAR MANAGER TO WHICH THEY APPLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE PUBLIC UPON REQUEST BY PROVIDING THE REQUESTOR WITH COPIES OF THE REQUESTED DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -13,200. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -1,498. TOTAL TO FORM 990, PART XI, LINE 5: -14,698.