2023-11-15T15:39:01-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 842975643 FELLOWSHIP FOUNDATION INC FELL 9735803875 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BARRY HABER EXECUTIVE DIRECTOR 9735803875 2023-11-15 1 BARRY HABER XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2023-11-15 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA MARIE ARIENO 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 2861477 0 X WWW.FELLOWSHIPSENIORLIVING.COM X 2019 NJ TO PROVIDE PHILANTHROPIC SUPPORT AND TO BENEFIT FELLOWSHIP VILLAGE, INC. 11 10 0 10 0 0 785088 1612879 0 0 55174 27611 0 -21958 840262 1618532 42562 60910 0 0 173322 151026 0 0 15994 145146 81379 361030 293315 479232 1325217 3328738 4324723 36443 46908 3292295 4277815 X THE FELLOWSHIP FOUNDATION ADVANCES THE FELLOWSHIP VILLAGE MISSION BY PROVIDING PHILANTHROPIC SUPPORT TO BENEFIT FELLOWSHIP VILLAGE RESIDENTS AND OLDER ADULTS THROUGHOUT THE REGION THROUGH PROGRAMS, SERVICES, AND COMMUNITY ENHANCEMENTS. THE FOUNDATION IS COMMITTED TO WORKING IN PARTNERSHIP WITH LIKE-MINDED ORGANIZATIONS IN THE BROADER COMMUNITY. 0 0 60910 60910 0 TO SUPPORT ITS PHILANTHROPIC INITIATIVES, FELLOWSHIP SENIOR LIVING (FSL) CREATED THE FELLOWSHIP FOUNDATION ON JULY 16, 2019. FELLOWSHIP VILLAGE, INC. IS THE SOLE MEMBER OF THE FOUNDATION. THE FORMATION OF THE FOUNDATION PROVIDES GREATER OPPORTUNITIES TO RAISE FUNDS TO SUPPORT FELLOWSHIP VILLAGE BY ENHANCING PROGRAMS AND SERVICES AND UPGRADING AND EXPANDING THEIR PHYSICAL CAPABILITIES AND CAMPUS. WE ALSO RAISE FUNDS TO SUPPORT BENEVOLENT CARE AND TEAM MEMBER EDUCATION AND EMERGENCIES.THROUGH A NUMBER OF DIFFERENT INITIATIVES, WE RAISE FUNDS FOR THE FOUNDATION TO DISPERSE TO FELLOWSHIP VILLAGE PROJECTS AND PROGRAMS. CURRENT INITIATIVES INCLUDE THE ANNUAL GALA, INDIVIDUAL DONATIONS (ANNUAL APPEAL), CORPORATE MATCHING GIFTS, PLEDGES, A CAR DONATION PROGRAM, MEMORIAL DONATIONS, BEQUESTS, NAMING OPPORTUNITIES, AND MEMBERSHIP IN THE MAIN STAGE SOCIETY. FELLOWSHIP FOUNDATION RAISES FUNDS TO SUPPORT THE FELLOWSHIP VILLAGE COMMUNITY, AS WELL AS HOME AND COMMUNITY BASED SERVICES. THESE SERVICES ARE OFFERED TO SENIORS THROUGHOUT NEW JERSEY AND INCLUDE HOME-HEALTH SERVICES, HOSPICE, FELLOWSHIP FREEDOM PLANS AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES BOTH ON AND OFF CAMPUS. FELLOWSHIP VILLAGE IS HOME TO OVER 400 RESIDENTS ENJOYING LIFESTYLES FROM SINGLE FAMILY INDEPENDENT LIVING HOMES, VILLAS AND APARTMENTS TO ASSISTED LIVING, SKILLED NURSING AND MEMORY CARE HOMES. THE LIFE PLAN COMMUNITY (ALSO KNOWN AS CCRC) OFFERS A FULL COMPLEMENT OF LIFESTYLE ENHANCEMENTS, IN ADDITION TO FIVE-STAR DINING. THE ADDITION OF A NEW CULTURAL ARTS CENTER FEATURING A STATE-OF-THE-ART-THEATER, UPSCALE BAR & LOUNGE WITH ALFRESCO DINING, EXPANDED MEDICAL CENTER AND SPA AND FITNESS CENTER WILL ENSURE FELLOWSHIP VILLAGE REMAINS A LEADER IN SENIOR LIVING. THESE PROJECTS ARE SUPPORTED IN PART THROUGH THE SUPPORT OF THE FELLOWSHIP FOUNDATION.MOST RECENTLY, THE FOUNDATION DISPERSED $60,910 TO FELLOWSHIP VILLAGE, INC. TO SUPPORT THE HEALTHCARE HEROES PROGRAM; A CAMPAIGN WHICH RAISED FUNDS TO OFFSET THE COSTS FELLOWSHIP INCURRED IN ORDER TO PURCHASE ESSENTIAL PROTECTIVE EQUIPMENT AND PROVIDE HAZARD PAY FOR FRONT LINE TEAM MEMBERS DURING THE RECENT PANDEMIC. 60910 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X MEGAN JAMES 9085803872 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE DIRECTOR, PRESIDENT & CEO 1.00 39.00 X X 0 786490 68108 DR JUDITH PASNIK CHAIR 1.00 0.00 X X 0 0 0 DEBORAH CMIELEWSKI VICE CHAIR 1.00 0.00 X X 0 0 0 JON KLIPPEL TREASURER 1.00 0.00 X X 0 0 0 NANCY ALFANO SECRETARY 1.00 0.00 X X 0 0 0 DAVID BADERTSCHER DIRECTOR 1.00 0.00 X 0 0 0 STANLEY J MORIN DIRECTOR 1.00 0.00 X 0 0 0 DONALD BERLIN DIRECTOR 1.00 0.00 X 0 0 0 KENNETH LISS DIRECTOR 1.00 0.00 X 0 0 0 DEIRDRE HART DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER SIEGLER DIRECTOR 1.00 0.00 X 0 0 0 JULIE SCHULDNER EXECUTIVE DIRECTOR 40.00 0.00 X 0 24581 910 BARRY HARBOR EXECUTIVE DIRECTOR (TO 11/4/22) 40.00 0.00 X 0 70901 79 0 881972 69097 0 0 1 0 0 183763 149268 1279848 1612879 91432 91432 1074355 1138176 -63821 -63821 -63821 77056 183763 103464 -26408 -26408 5755 1305 4450 4450 1618532 0 0 5653 X 60910 60910 138221 138221 12805 12805 2823 2823 49864 49864 2758 2758 22776 6782 15994 1766 1766 EDUCATION AND TRAINING 675 675 DUES AND PUBLICATIONS 530 530 LICENSES AND FEES 187 187 293315 60910 216411 15994 2731 38407 35975 119446 838706 857021 3993 2325 2447333 3307524 3328738 4324723 19000 22667 17443 24241 36443 46908 X 282607 55589 3009688 4222226 3292295 4277815 3328738 4324723 1325217 -339697 0 X 0 1 X 1 0 X 1188108 785088 1612879 3586075 1188108 785088 1612879 3586075 1881642 1704433 27088 79392 91432 197912 77056 77056 3861043 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2022 AMOUNT: $ 77,056. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3292295 1695690 -314909 395261 4277815 2595178 785088 269718 357689 3292295 1728284 2380224 1513330 2595178 0.00000 0.00000 1.00000 0 0 0 DUE TO AFFILIATE 24241 24241 X 1380781 -339697 -2823 -342520 1723301 -104769 -104769 1618532 395261 104769 104769 290492 2823 2823 293315 PART V, LINE 4: THE AMOUNTS REPORTED ABOVE ARE ASSETS WITH DONOR RESTRICTIONS. THE ORGANIZATION MAINTAINS FOUR FUNDS FOR THE FOLLOWING USES: CAPITAL FUND, PROMISE FUND, LIFE ENRICHMENT FUND, TEAM MEMBER FUND AND THE HEALTH AND MEDICAL FUND. THE ENDOWMENT WAS TRANSFERRED FROM FELLOWSHIP VILLAGE, THE FILING ORGANIZATION'S AFFILIATE, TO FELLOWSHIP FOUNDATION IN 2020. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE IRC. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE LIKELY THAN NOT OF BEING SUSTAINED. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO TAX LIABILITIES THAT NEED TO BE RECORDED AT DECEMBER 31, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -2,823. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -104,769. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 104,769. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 2,823. GOLF 144994 87594 57400 74620 GALA 115825 96169 19656 28844 260819 183763 77056 103464 103464 -26408 1 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 223146725 501(C)(3) 60910 0 GENERAL OPERATIONS 1 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO ITS RELATED ENTITY. ALL ACCOUNTING FUNCTIONS ARE CENTRALLY-BASED SO THERE IS NO MONITORING OF FUNDS ON A SEPARATE ENTITY BASIS. 0 0 0 0 0 0 0 0 0 BRIAN G LAWRENCE DIRECTOR, PRESIDENT & CEO 0 588865 0 115000 0 82625 0 60675 0 7433 0 854598 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIP SENIOR LIVING, INC., A RELATED TAX-EXEMPT ENTITY, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A FELLOWSHIP SENIOR LIVING, INC., AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B FELLOWSHIP SENIOR LIVING, INC., AS THE SOLE MEMBER, HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS THE MEETINGS OF THE ORGANIZATION'S COMMITTEES, BUT THE COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION, AND THEREFORE QUESTION 8B HAS BEEN ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE DRAFT AND, ONCE SATISFISED, PROVIDES THE RETURN TO THE BOARD FOR COMMENTS. MANAGEMENT SUPERVISES ANY CHANGES PROMPTED BY BOARD REVIEW. THE FINAL FORM 990 IF THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE BEGINNING OF THEIR EMPLOYMENT. THE BOARD OF DIRECTORS SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY. THE CFO AND CEO OF FELLOWSHIP SENIOR LIVING, INC. REVIEW TRANSACTIONS PERFORMED BY THE BOARD, OFFICERS, AND KEY EMPLOYEES FOR A CONFLICT OF INTEREST ON AN ONGOING BASIS. IF THERE IS A CONFLICT AT THE BOARD LEVEL THAT INDVIDUAL WOULD ABSTAIN FROM VOTING. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. THE HUMAN RESOURCES DEPARTMENT REVIEWS AND RETAINS THE FORMS AND NOTIFIES SENIOR MANAGMENT OR THE BOARD IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,864. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. FORM 990, PAGE 5, PART V, LINE 2 THE FILING ENTITY IS AN AFFILIATE OF FELLOWSHIP SENIOR LIVING, INC. (EIN 22-3146725) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. FELLOWSHIP SENIOR LIVING, INC. REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, THE AFFILIATE HAS TWO EMPLOYEES ALLOCATED TO THE ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE AN EMPLOYEE OF THIS ORGANIZATION. FELLOWSHIP FOUNDATION, INC. DOES NOT, HOWEVER, REPORT THIS EMPLOYEE ON A SEPARATE W-3 UNDER ITS OWN EIN. FORM 990, PAGE 7, PART VII, OFFICERS COMPENSATION* THE COMPENSATION REPORTED ON PART VII FOR BRIAN G. LAWRENCE REFLECTS HIS POSITION AS THE PRESIDENT AND CEO OF RELATED ORGANIZATION FELLOWSHIP SENIOR LIVING. MR. LAWRENCE DOES NOT RECEIVE ANY COMPENSATION FOR HIS DIRECTORSHIP OF FELLOWSHIP FOUNDATION NOR IS HE CONSIDERED AN EMPLOYEE OF FELLOWSHIP FOUNDATION. THE COMPENSATION IS REPORTED PURSUANT TO IRS INSTRUCTIONS THAT COMPENSATION FROM AFFILIATED ORGANIZATIONS MUST BE REPORTED. MR. LAWRENCE IS SOLELY COMPENSATED AS AN OFFICER AND EXECUTIVE OF FELLOWSHIP SENIOR LIVING. THE REPORTING OF MR. LAWRENCE'S COMPENSATION ON THE FELLOWSHIP FOUNDATION FORM 990, PART VII IS NECESSARY UNDER IRS RULES. FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FRIENDS VILLAGE INC 0 FELLOWSHIPLIFE INC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 612015757 PARENT COMPANY NJ 501(C)(3) LINE 7 FRIENDS VILLAGE INC 0 FRIENDS VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 873685420 MANAGEMENT COMPANY NJ 501(C)(3) LINE 7 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0