Civic Intelligence

Rochester Friendly Senior Services

990 • Fiscal year 2018 • EIN 16-1462330

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

Organization ProfileWWW.FRIENDLYSENIORLIVING.ORG

View Organization Page

3156 East AvenueRochester, NY 14618

(585) 381-1600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.04x

Higher debt load relative to assets than 10% of similar nonprofits.

2018 filings • NTEE P • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.36x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • NTEE P • $25M-$50M nonprofits • Source year 2018

Net Margin

98th percentile

75%

Higher net margin than 98% of similar nonprofits.

2018 filings • NTEE P • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$307,536

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • NTEE P • $25M-$50M nonprofits • Source year 2018

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2018 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

127%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$26,624,103

Up $83,598 (+0.3%) from 2017

Net Assets

Down

$25,681,825

Down $289,255 (-1.1%) from 2017

Liabilities

Up

$942,278

Up $372,853 (+65%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin98th percentile

Revenue

Up

$2,606,546

Up $1,458,896 (+127%) from 2017

Expenses

Up

$649,828

Up $55,127 (+9.3%) from 2017

Net Income

Up

$1,956,718

Up $1,403,769 (+254%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $22,101,772Liabilities 2011: $114,391Net Assets 2011: $21,987,3812011Assets 2012: $23,253,190Liabilities 2012: $97,471Net Assets 2012: $23,155,7192012Assets 2013: $26,142,419Liabilities 2013: $117,518Net Assets 2013: $26,024,9012013Assets 2014: $27,376,828Liabilities 2014: $478,306Net Assets 2014: $26,898,5222014Assets 2015: $26,135,496Liabilities 2015: $636,838Net Assets 2015: $25,498,6582015Assets 2016: $24,961,355Liabilities 2016: $532,774Net Assets 2016: $24,428,5812016Assets 2017: $26,540,505Liabilities 2017: $569,425Net Assets 2017: $25,971,0802017Assets 2018: $26,624,103Liabilities 2018: $942,278Net Assets 2018: $25,681,8252018Assets 2019: $30,661,960Liabilities 2019: $2,107,268Net Assets 2019: $28,554,6922019Assets 2020: $32,489,392Liabilities 2020: $1,608,062Net Assets 2020: $30,881,3302020Assets 2021: $48,168,182Liabilities 2021: $263,008Net Assets 2021: $47,905,1742021Assets 2022: $43,440,786Liabilities 2022: $168,577Net Assets 2022: $43,272,2092022Assets 2023: $46,342,984Liabilities 2023: $189,426Net Assets 2023: $46,153,5582023Assets 2024: $56,960,299Liabilities 2024: $269,709Net Assets 2024: $56,690,5902024

Highlighted filing

2018

Assets$26,624,103
Liabilities$942,278
Net Assets$25,681,825
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $1,294,935Expenses 2011: $793,280Net Income 2011: $501,6552011Revenue 2012: $1,304,510Expenses 2012: $836,264Net Income 2012: $468,2462012Revenue 2013: $2,447,933Expenses 2013: $910,898Net Income 2013: $1,537,0352013Revenue 2014: $1,861,444Expenses 2014: $1,001,616Net Income 2014: $859,8282014Revenue 2015: $1,815,796Expenses 2015: $1,313,729Net Income 2015: $502,0672015Revenue 2016: $1,316,585Expenses 2016: $1,118,409Net Income 2016: $198,1762016Revenue 2017: $1,147,650Expenses 2017: $594,701Net Income 2017: $552,9492017Revenue 2018: $2,606,546Expenses 2018: $649,828Net Income 2018: $1,956,7182018Revenue 2019: $1,650,092Expenses 2019: $1,455,332Net Income 2019: $194,7602019Revenue 2020: $1,733,956Expenses 2020: $915,902Net Income 2020: $818,0542020Revenue 2021: $3,492,268Expenses 2021: $966,605Net Income 2021: $2,525,6632021Revenue 2022: $2,536,925Expenses 2022: $1,199,325Net Income 2022: $1,337,6002022Revenue 2023: $2,770,330Expenses 2023: $1,276,130Net Income 2023: $1,494,2002023Revenue 2024: $3,977,954Expenses 2024: $1,138,968Net Income 2024: $2,838,9862024

Highlighted filing

2018

Revenue$2,606,546
Expenses$649,828
Net Income$1,956,718
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$8,958,629
Mission and Program Overview

Mission

Friendly senior living supports a continuum of housing, health care and community services to meet the challenging needs of older adults. We support research, education and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,590,604$19,910,171▼ $680,433
Land, Buildings, and Equipment, Net$3,692,961$4,470,324▲ $777,363
Cash and Non-Interest-Bearing Accounts$501,956$298,596▼ $203,360
Pledges and Grants Receivable$37,641$53,989▲ $16,348
Prepaid Expenses and Deferred Charges$20,904$37,031▲ $16,127
Investments Other Securities$31,790$17,960▼ $13,830
Total Assets$26,540,505$26,624,103▲ $83,598
Other Assets Total$1,664,649$1,836,032▲ $171,383
Liabilities
Other Liabilities$379,271$633,039▲ $253,768
Accounts Payable and Accrued Expenses$190,154$309,239▲ $119,085
Total Liabilities$569,425$942,278▲ $372,853
Net Assets / Fund Balance
Unrestricted Net Assets$25,889,210$25,042,081▼ $847,129
Temporarily Rstr Net Assets$81,870$639,744▲ $557,874
Total Net Assets Fund Balance$25,971,080$25,681,825▼ $289,255
Total Liabilities and Net Assets / Fund Balance$26,540,505$26,624,103▲ $83,598

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,454,317-$3,454,317
Other Land Buildings$1,016,007-$1,016,007
Other Assets Org$1,142,858--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glen CooperPresident/CEOPT$280,379$27,157$307,536
Christine JohnsonCFO (7/1-12/31/18)--$133,823$133,823

Board Members and Trustees

NameTitle
David J WhitakerChairman
John B HendersonVice Chair
Edward H Carman IvDirector
Kimberly WilbornDirector
Stan PeckDirector
Frank W AllenSecretary
Michael PerrySenior VP/CFO (through 6/30)
Kevin J PhelpsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,367,814
Program Service Revenue
$0
Investment Income
$1,178,732
Other Revenue
$60,000
All Other Contributions
$557,874
Change in Net Assets
$1,956,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,454,582
Revenue Not Reported on Financial Statements
$151,964
Revenue Not Reported on Form 990
$-2,245,973
Total Revenue per Audited Statements
$208,609
Total Revenue per Form 990
$2,606,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$346,891
Salaries, Compensation, and Employee Benefits$131,020
Professional Fundraising Fees$98,663
Total Fundraising Expense$98,663
Grants and Similar Amounts Paid$73,254

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$151,964-$151,964
Current Officers, Directors, Trustees, and Key Employees$131,020--$131,020
Fees for Services Other$12,822$89,341-$102,163
Fees for Services Professional Fundraising--$98,663$98,663
Grants to Domestic Orgs$73,254--$73,254
Advertising-$49,497-$49,497
Fees for Services Accounting-$12,920-$12,920
Insurance$7,189--$7,189
Travel-$7,189-$7,189
Office Expenses-$4,881-$4,881
Other Expenses-$4,207-$4,207
Fees for Services Legal-$2,409-$2,409
Total Functional Expenses$224,285$326,880$98,663$649,828

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$649,828
Expenses per Audited Statements$497,864
Total Expenses per Audited Statements$408,523
Expenses Not Reported on Financial Statements$151,964
Expenses Not Reported on Form 990$-89,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Linden Knoll IncRochester, NY501(c)(3)Assistance Provided to Linden Knoll for Renovations of Apartments.$73,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$98,663
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liquidity Access Line of Credit$380,423
Deferred Compensation$247,884
Security Deposit$3,095
Due to Affiliates$1,637
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“On an annual basis, current directors, officers, key employees and other employees who are authorized to purchase goods and services or create a binding agreement with an outside party complete, sign and return the annual disclosure form. The ceo reviews and reports any known conflicts to the board.”

Form 990, Part VI, Section B, Line 15

“Individuals are w-2 employees of the friendly home (tfh) whose salary and benefit expenses are transferred to rochester friendly senior services per the time spent working there. Accordingly, tfh policies are followed. Per administration policy #29, executive compensation for the ceo and key employees is reviewed annually and set by the executive committee of the friendly home. An outside consultant performs a compensation study of like organizations every two years. The executive committee reviews the objectives and overall operating performance when evaluating and setting compensation. The ceo is not present when performance and compensation discussions occur for his position, nor when an actual compensation or determination is made. 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 18

“The organization's form 1023 and form 990 are available for public inspection during routine business hours, upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, financial statements and conflict of interest information are available for public inspection during routine business hours, upon request.”

Filing and Contact Details

Filer

Filer Name
Rochester Friendly Senior Services
EIN
16-1462330
Phone
5853811600
Address
3156 EAST AVENUE, ROCHESTER, NY 14618
Doing Business As
Friendly Senior Living

Signing Officer

Name
Christine Johnson
Title
CFO
Phone
5852188869
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glen Cooper
Formed
1994
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
7

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Jennifer Arbore CPA
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 12,822. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,822. Expansion hold costs: program service expenses 0. Management and general expenses 89,341. Fundraising expenses 0. Total expenses 89,341.”

FORM 990, PART XI, LINE 9:

“Loss on investment in affiliate -38,830.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior years.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Gain on investment in affiliate -38,830.”

Raw XML AppendixShowing 400 of 620 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0190154
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0309239
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRIENDLY SENIOR LIVING SUPPORTS A CONTINUUM OF HOUSING, HEALTH CARE AND COMMUNITY SERVICES TO MEET THE CHALLENGING NEEDS OF OLDER ADULTS. WE SUPPORT RESEARCH, EDUCATION AND ADVOCACY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt049497
IRS990/AdvertisingGrp/TotalAmt049497
IRS990/AllOtherContributionsAmt0557874
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE JOHNSON
IRS990/BooksInCareOfDetail/PhoneNum05857893211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03156 EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014618
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0501956
IRS990/CashNonInterestBearingGrp/EOYAmt0298596
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0131020
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0131020
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01367814
IRS990/CYGrantsAndSimilarPaidAmt073254
IRS990/CYInvestmentIncomeAmt01178732
IRS990/CYOtherExpensesAmt0346891
IRS990/CYOtherRevenueAmt060000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01956718
IRS990/CYSalariesCompEmpBnftPaidAmt0131020
IRS990/CYTotalExpensesAmt0649828
IRS990/CYTotalFundraisingExpenseAmt098663
IRS990/CYTotalProfFndrsngExpnsAmt098663
IRS990/CYTotalRevenueAmt02606546
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FRIENDLY SENIOR SERVICES NOT-FOR-PROFIT MISSION IS TO SUPPORT AGING SERVICE ORGANIZATIONS INCLUDING THE FRIENDLY HOME, LINDEN KNOLL AND CLOVERWOOD AS WELL AS BROADENING SERVICES AVAILABLE TO SENIORS IN THE ROCHESTER AREA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FRIENDLY SENIOR LIVING
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0224285
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012920
IRS990/FeesForServicesAccountingGrp/TotalAmt012920
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02409
IRS990/FeesForServicesLegalGrp/TotalAmt02409
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt089341
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt012822
IRS990/FeesForServicesOtherGrp/TotalAmt0102163
IRS990/FeesForServicesProfFundraising/FundraisingAmt098663
IRS990/FeesForServicesProfFundraising/TotalAmt098663
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0151964
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0151964
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt133.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt233.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt734.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.80
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75561
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt87127
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94395
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK W ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID J WHITAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN B HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN J PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY WILBORN
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD H CARMAN IV
IRS990/Form990PartVIISectionAGrp/PersonNm6STAN PECK
IRS990/Form990PartVIISectionAGrp/PersonNm7GLEN COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTINE JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7301975
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8174466
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9129428
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SENIOR VP/CFO (THROUGH 6/30)
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO (7/1-12/31/18)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0619647
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt073254
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt073254
IRS990/GrantsToDomesticOrgsGrp/TotalAmt073254
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06971730
IRS990/GrossReceiptsAmt08958629
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07189
IRS990/InsuranceGrp/TotalAmt07189
IRS990/InvestmentIncomeGrp/ExclusionAmt0559085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0559085
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt031790
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017960
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020590604
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019910171
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03692961
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04470324
IRS990/LandBldgEquipCostOrOtherBssAmt04470324
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06352083
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FRIENDLY SENIOR LIVING SUPPORTS A CONTINUUM OF HOUSING, HEALTH CARE AND COMMUNITY SERVICES TO MEET THE CHALLENGING NEEDS OF OLDER ADULTS. WE SUPPORT RESEARCH, EDUCATION AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025971080
IRS990/NetAssetsOrFundBalancesEOYAmt025681825
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0619647
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0619647
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2207143
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04881
IRS990/OfficeExpensesGrp/TotalAmt04881
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01664649
IRS990/OtherAssetsTotalGrp/EOYAmt01836032
IRS990/OtherChangesInNetAssetsAmt0-38830
IRS990/OtherExpensesGrp/Desc0FSL MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04472
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14207
IRS990/OtherExpensesGrp/TotalAmt04472
IRS990/OtherExpensesGrp/TotalAmt14207
IRS990/OtherLiabilitiesGrp/BOYAmt0379271
IRS990/OtherLiabilitiesGrp/EOYAmt0633039
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0INTEREST INCOME - SUBORDINATED LO
IRS990/OtherRevenueMiscGrp/ExclusionAmt060000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060000
IRS990/OtherRevenueTotalAmt060000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt037641
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt053989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020904
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037031
IRS990/PrincipalOfficerNm0GLEN COOPER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt081870
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt072122
IRS990/PYInvestmentIncomeAmt0534965
IRS990/PYOtherExpensesAmt0334293
IRS990/PYOtherRevenueAmt049981
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028411
IRS990/PYSalariesCompEmpBnftPaidAmt0111820
IRS990/PYTotalExpensesAmt0638405
IRS990/PYTotalProfFndrsngExpnsAmt0120170
IRS990/PYTotalRevenueAmt0666816
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01956718
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0809940
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATIONS ALL SHARE THE SAME PRESIDENT/CEO, GLEN COOPER, AND SENIOR VP/CFO, MICHAEL PERRY (THROUGH JUNE 30, 2018), CHRISTINE JOHNSON, CFO (JULY 1, TO DECEMBER 31, 2018).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0161597251
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1160743132
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2161528780
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt273254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CLOVERWOOD SENIOR LIVING
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ROCHESTER FRIENDLY HOME DBA THE FRIENDLY HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LINDEN KNOLL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt073254
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt0-89341
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0151964
IRS990ScheduleD/ExpensesSubtotalAmt0497864
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0151964
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0151964
IRS990ScheduleD/LandGrp/BookValueAmt03454317
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03454317
IRS990ScheduleD/LossesReportedAmt0-89341
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2207143
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt083945
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1609229
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21142858
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED COMPENSATION DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM RELATED PARTIES, NET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SUBORDINATED LOANS RECEIVABLE - RELATED PARTY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01016007
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01016007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0247884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2380423
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LIQUIDITY ACCESS LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSIT
IRS990ScheduleD/OtherRevenueAmt0-38830
IRS990ScheduleD/RevenueNotReportedAmt0-2245973
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0151964
IRS990ScheduleD/RevenueSubtotalAmt02454582
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAIN ON INVESTMENT IN AFFILIATE -38,830.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04470324
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01836032
IRS990ScheduleD/TotalExpensesPerForm990Amt0649828
IRS990ScheduleD/TotalLiabilityAmt0633039
IRS990ScheduleD/TotalRevenuePerForm990Amt02606546
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0208609
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0408523
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0EXPENSES PAID FOR CONSULTING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt076252
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JANE GEEVER
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt032 BROADWAY SUITE 301
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd010004
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt076252
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt073254
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE PROVIDED TO LINDEN KNOLL FOR RENOVATIONS OF APARTMENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LINDEN KNOLL INC
IRS990ScheduleI/RecipientTable/RecipientEIN0161528780
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt081 LINDEN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014610
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION APPROVES ALL GRANTS MADE TO ITS SUPPORTED ORGANIZATIONS DURING BOARD MEETINGS. COMPLETE DOCUMENTATION OF THE SUGGESTIONS, DISCUSSIONS, AND APPROVALS OF THE GRANTS THAT ARE MADE CAN BE FOUND IN THE ORGANIZATION'S BOARD MINUTES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,624,103
Liabilities
$942,278
Net assets
$25,681,825
Revenue
$2,606,546
Expenses
$649,828
Net income
$1,956,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.0$0.27$56.7$3.98$1.14$2.84
2023Detailed filing. Detailed filing data is available for this year.$46.3$0.19$46.2$2.77$1.28$1.49
2022Detailed filing. Detailed filing data is available for this year.$43.4$0.17$43.3$2.54$1.20$1.34
2021Detailed filing. Detailed filing data is available for this year.$48.2$0.26$47.9$3.49$0.97$2.53
2020Detailed filing. Detailed filing data is available for this year.$32.5$1.61$30.9$1.73$0.92$0.82
2019Detailed filing. Detailed filing data is available for this year.$30.7$2.11$28.6$1.65$1.46$0.19
2018Detailed filing. Detailed filing data is available for this year.$26.6$0.94$25.7$2.61$0.65$1.96
2017Detailed filing. Detailed filing data is available for this year.$26.5$0.57$26.0$1.15$0.59$0.55
2016Detailed filing. Detailed filing data is available for this year.$25.0$0.53$24.4$1.32$1.12$0.20
2015Detailed filing. Detailed filing data is available for this year.$26.1$0.64$25.5$1.82$1.31$0.50
2014Detailed filing. Detailed filing data is available for this year.$27.4$0.48$26.9$1.86$1.00$0.86
2013Detailed filing. Detailed filing data is available for this year.$26.1$0.12$26.0$2.45$0.91$1.54
2012Summary only. Only limited summary data is available for this year.$23.3$0.10$23.2$1.30$0.84$0.47
2011Summary only. Only limited summary data is available for this year.$22.1$0.11$22.0$1.29$0.79$0.50