2026-02-05T11:00:31-06:00 2025-09-30 560817345 TURLINGTON AND COMPANY LLP 509 EAST CENTER ST LEXINGTON NC 27292 990 2024-10-01 560754599 FRIENDS HOMES INC FRIE 3362928187 925 NEW GARDEN ROAD GREENSBORO NC 27410 TIMOTHY WEBSTER REGISTERED AGENT 3362928187 2025-12-10 1 0 MARCIA W HENRIKSEN P01259831 3362496856 2024 2025-03-06 01:10:19Z TIMOTHY WEBSTER 925 NEW GARDEN ROAD GREENSBORO NC 27410 68063648 0 X WWW.FRIENDSHOMES.ORG X 1958 NC TO ESTABLISH AND OPERATE CONTINUING CARE RETIREMENT COMMUNITIES IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS. THESE PRINCIPLES REQUIRE THAT OUR COMMUNITIES PROVIDE, AT A FAIR COST, AN ENVIRONMENT WHICH FOSTERS INDEPENDENCE AND A SENSE OF WHOLENESS, HEALTH, AND SECURITY SO THAT EACH RESIDENT MAY REALIZE HIS OR HER FULL POTENTIAL. IN DOING SO WE FACILITATE THE BASIC QUAKER PRINCIPLE THAT "THERE IS THAT OF GOD IN EVERY PERSON," MEANING THAT EVERYONE HAS WORTH AND VALUE. THROUGH CONTINUOUS IMPROVEMENT AND EXPANSION, THE ORGANIZATION WILL PROVIDE AFFORDABLE SERVICES TO THE AGED AND SUPPORT TO THE COMMUNITY AT LARGE. WE ACCEPT THE RESPONSIBILITY TO PROMOTE CONSISTENT QUALITY CARE WHILE PROVIDING A HOME FOR OUR RESIDENTS. 19 19 659 75 0 0 432829 755542 44371700 46087973 3788215 3243820 0 0 48592744 50087335 616290 571565 0 0 18029238 19787355 0 0 0 27700529 28247441 46346057 48606361 2246687 1480974 217129780 212470033 159128390 148822545 58001390 63647488 GUIDED BY QUAKER VALUES, FRIENDS HOMES OFFERS A LIFE PLAN COMMUNITY THAT ENCOURAGES A SENSE OF WHOLENESS, WELLNESS, PURPOSE AND SECURITY AT A FAIR COST, SO THAT EACH RESIDENT MAY LIVE A FULFILLING LIFE. 0 0 39614955 571565 46087973 THERE ARE 14 COTTAGES, 28 TOWNHOMES, 350 APARTMENTS, 54 VILLA APARTMENTS, 100 ASSISTED CARE BEDS AND 109 NURSING BEDS. 39614955 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 95 0 659 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNN HALL 3362928187 925 NEW GARDEN ROAD GREENSBORO NC 27410 X BETTY TURNER TREASURER 0.25 X X 0 0 0 KATHY ADAMS BOARD MEMBER 0.25 X 0 0 0 MARSHALL HURLEY CHAIRMAN 0.25 X X 0 0 0 REGGIE BEESON BOARD MEMBER 0.25 X 0 0 0 JENNIFER BRIGMAN BOARD MEMBER 0.25 X 0 0 0 JENNY ROSS BOARD MEMBER 0.25 X 0 0 0 JAY BUMM VICE CHAIR 0.25 X X 0 0 0 BILL CARROLL BOARD MEMBER 0.25 X 0 0 0 ALICE CARROLL SECRETARY 0.25 X X 0 0 0 GERALDINE BRANNON BOARD MEMBER 0.25 X 0 0 0 NANCY GLENZ BOARD MEMBER 0.25 X 0 0 0 GEORGE HARRIS BOARD MEMBER 0.25 X 0 0 0 YVONNE JOHNSON BOARD MEMBER 0.25 X 0 0 0 JAY OSBORNE BOARD MEMBER 0.25 X 0 0 0 KATHY COE BOARD MEMBER 0.25 X 0 0 0 DAN FISHER BOARD MEMBER 0.25 X 0 0 0 RICHARD SHOPE BOARD MEMBER 0.25 X 0 0 0 DAVID HOBSON BOARD MEMBER 0.25 X 0 0 0 RUDY GORDH BOARD MEMBER 0.25 X 0 0 0 0 0 0 0 0 0 0 PHI MANAGEMENT SERVICES LLC 2109 SANDY RIDGE ROAD COLFAX NC 27235 MANAGEMENT SERVICES 1975225 TRINITY REHAB LLC 113 S RAILROAD AVENUE DUNN NC 28334 REHAB SERVICES 973408 FORVIS LLP PO BOX 602828 CHARLOTTE NC 28260 ACCOUNTING SERVICES 284948 KARE TECHNOLOGIES LLC PO BOX 4738 HOUSTON TX 77210 SOFTWARE SERVICES 198865 ID COLLABORATIVE ACQUISITION LLC 201 STATE STREET GREENSBORO NC 27408 INTERIOR DESIGN SERVICES 162668 5 755542 755542 RESIDENT FEES 623000 44575462 44575462 REIMBURSED MEDICAL 623000 1167483 1167483 FOOD SERVICE INCOME 623000 201233 201233 OTHER 623000 143795 143795 46087973 3342515 3342515 17876118 1500 17969180 7133 -93062 -5633 -98695 -98695 50087335 46087973 0 3243820 X 571565 571565 16773005 15699582 1073423 1930038 1930038 1084312 1014515 69797 1990639 1990639 5427 5427 71000 71000 139114 139114 3864634 3864634 7268251 7268251 803024 803024 OUTSIDE CONSULTING 2894482 1083154 1811328 FOOD COSTS 2486279 2486279 UTILITIES 1925282 1925282 MISCELLANEOUS 1696690 634012 1062678 5102619 5067681 34938 48606361 39614955 8991406 0 14538417 14992487 22347 8890 1568474 1179149 7000 7000 357997 305772 184178947 67436767 117938154 116742180 79416367 76967889 3281024 2266666 217129780 212470033 4242837 4185121 49430858 49969530 104382170 93467069 1072525 1200825 159128390 148822545 X 56840126 62397532 1161264 1249956 58001390 63647488 217129780 212470033 1480974 4165124 0 X 0 1 X 1 0 X 1732180 651906 332777 432829 755542 3905234 31391371 33522282 38865735 44371700 46087973 194239061 33123551 34174188 39198512 44804529 46843515 198144295 0 0 0 198144295 1529178 2591710 1955279 2073916 3203401 11353484 1529178 2591710 1955279 2073916 3203401 11353484 34652729 36765898 41153791 46878445 50046916 209497779 0.94580 0.94980 0.05420 0.05020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 747446 64263 34558 26622 819645 542291 205037 21809 21691 747446 522634 19657 2508 2508 542291 266664 255970 2508 2508 522634 134699 131965 2508 2508 266664 0 0 9203903 9203903 155058330 58142814 96915516 19916714 9293953 10622761 116742180 OCCUPANCY DEPOSITS 1200825 1200825 X 54252459 4165124 4165124 50087335 0 50087335 48467247 0 48467247 139114 139114 48606361 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR RESIDENT ASSISTANCE AND SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT HAS NO UNCERTAIN INCOME TAX POSITIONS AS OF SEPTEMBER 30, 2025 AND 2024. ALSO, THE ORGANIZATION DOES NOT ANTICIPATE ANY INCREASE OR DECREASE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD RESULT IN A MATERIAL CHANGE IN ITS FINANCIAL POSITION. THE ORGANIZATION'S INCOME TAX RETURNS FOR YEARS ENDED AFTER SEPTEMBER 30, 2022 REMAIN OPEN FOR EXAMINATION. 0 COMMUNITY FOUNDATION OF GREATER GREENSBORO INC 301 N ELM ST 100 GREENSBORO NC 27401 561380249 501(C)(3) 293164 0 OPERATING BUDGET LEADERSHIP ACADEMY - KINTURA 5603 NEW GARDEN VILLAGE DRIVE GREENSBORO NC 27410 150000 0 OPERATING BUDGET LEADINGAGE NC PO BOX 27527 RALEIGH NC 27611 100000 0 OPERATING BUDGET KELLIN FOUNDATION 4010 WALKER AVENUE GREENSBORO NC 27403 463497352 501(C)(3) 25000 0 OPERATING BUDGET A PUBLIC FINANCE AUTHORITY 273866124 74444VANO 2019-10-16 54143526 NEW CONSTRUCTION; REFUND BOND ISSUE DATED 11/1/11. 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YSD9 2020-10-07 55199446 NEW CONSTRUCTION 0 0 0 A 54143526 906030 694461 22175765 2021 1 0 0 1 B 55199446 517805 943505 47739285 2023 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 1 B 1 0 0 0 0 1 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD HAS CONTRACTED WITH PHI MANAGEMENT SERVICES, LLC TO PROVIDE EXECUTIVE LEVEL MANAGEMENT AND ADVISORY SERVICES FOR THE PERIOD MAY 1, 2016 TO DECEMBER 31, 2018. THE BOARD SIGNED AN AGREEMENT TO AMEND THE ORIGINAL CONTRACT WITH PHI MANAGEMENT SERVICES, LLC TO EXTEND THE TERM OF SERVICES FROM JANUARY 1, 2019 TO DECEMBER 31, 2030. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE BOARD FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED ANNUALLY TO SIGN A CONFLICT OF INTEREST STATEMENT AND ARE ASKED TO DISCLOSE ANY INTERESTS WHICH MAY GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE VICE PRESIDENT OF HUMAN RESOURCES OF PHI MANAGEMENT SERVICES, INC. COMPILES COMPARABILITY DATA FROM AN INDEPENDENT SALARY CONSULTANT TO CALCULATE A WAGE FOR EXECUTIVE POSITIONS AND FROM AN INDEPENDENT SALARY SURVEY TO CALCULATE A WAGE AT MARKET AVERAGE FOR ALL OTHER POSITIONS. ALL WAGES ARE CALCULATED FOLLOWING A BUDGETED AMOUNT WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS REGULATED BY THE INSURANCE COMMISSION AND THE FINANCIAL STATEMENTS ARE PART OF THE DISCLOSURE REQUIRED BY THEM. FORM 990, PART IX, LINE 24E REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 1,661,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,661,741. SUPPLIES: PROGRAM SERVICE EXPENSES 1,235,222. MANAGEMENT AND GENERAL EXPENSES 34,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,270,160. CONTRACTUAL MEDICAL: PROGRAM SERVICE EXPENSES 1,062,718. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,062,718. CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 987,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 987,443. MEDICAL SUPPLIES AND DRUGS: PROGRAM SERVICE EXPENSES 120,557. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,557.