2024-05-02T11:55:18-05:00 2023-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2022-07-01 237016086 FRIENDS HOUSE RETIREMENT COMMUNITY FRIE 3019245100 17340 QUAKER LANE SANDY SPRING MD 20860 PHILIP BURKHOLDER CEO 3019245100 2024-05-02 1 PHILIP BURKHOLDER 0 JENNIFER ROCK P01083312 4106855512 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHILIP BURKHOLDER 17340 QUAKER LANE SANDY SPRING MD 20860 15951919 0 X WWW.FRIENDSHOUSE.COM X 1968 MD PROVIDE PERSONAL, SUB-ACUTE CARE FOR INDIVIDUALS WHO ARE IN NEED OF MEDICAL, REHABILITATIVE, OR TERMINAL CARE IN A LONG-TERM SETTING. 14 14 210 23 0 0 1664279 478454 13333852 13383650 335685 246535 155558 197545 15489374 14306184 0 0 0 0 6219563 7199880 0 0 296668 8822493 8773585 15042056 15973465 447318 -1667281 48665221 50235351 35000641 37750100 13664580 12485251 X PROVIDE PERSONAL, SUB-ACUTE CARE FOR INDIVIDUALS WHO ARE IN NEED OF MEDICAL, REHABILITATIVE, OR TERMINAL CARE IN A LONG-TERM SETTING. 0 0 13606750 13383650 THE COMPANY PROVIDES LONG-TERM HEALTHCARE SERVICES AND CURRENTLY IS LICENSED AND EQUIPPED FOR 82 COMPREHENSIVE CARE BEDS AND 24 ASSISTED-LIVING BEDS. UNDER A STANDARD SERVICE AGREEMENT, THE COMPANY PROVIDES EACH RESIDENT WITH BOARD, LODGING, MAINTENANCE, AND CERTAIN NURSING AND MEDICAL CARE. THE ORGANIZATION ALSO HAS 75 APARTMENTS AND 30 COTTAGES AND OFFERS OLDER ADULTS AN AFFORDABLE AND FULFILLING RETIREMENT EXPERIENCE IN A SECURE AND CARING SETTING. OPERATING UNDER THE CARE OF RELIGIOUS SOCIETY OF FRIENDS, WE WELCOME SENIOR ADULTS REGARDLESS OF RACE, COLOR, DISABILITY, GENDER IDENTITY, AGE, SEXUAL ORIENTATION, RELIGIOUS AFFILIATION, NATIONAL ORIGIN OR FAMILIAL STATUS. (SEE SCHEDULE O FOR CONTINUATION)WE ARE GUIDED BY THESE QUAKER VALUES: SIMPLICITY, PEACE AND NONVIOLENCE, INTEGRITY, COMMUNITY, EQUALITY, STEWARDSHIP AND SUSTAINABILITY. 13606750 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 36 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X FINANCE OFFICE 3019245100 17340 QUAKER LANE SANDY SPRING MD 20860 PHILIP BURKHOLDER CEO 40.00 X 233572 0 27729 WILLIAM GIBSON JR CFO 40.00 X 139147 0 14153 MARGARET AGBESHIE DIRECTOR OF NURSING 40.00 X 107902 0 7137 WEDE WESLEY-MOSES CHARGE REGISTERED NURSE 40.00 X 106399 0 18968 MICHAEL STONER DIR. OF FACILITIES & PROJECTS 40.00 X 120198 0 3479 GENAYE T GIRMA CHARGE LICENSED PRACTICAL NURSE 40.00 X 100559 0 11651 LAURITA PORTEE CLERK 1.00 X X 0 0 0 JADE EATON ALT RECORDING CLERK 1.00 X X 0 0 0 JUDITH FARQUHAR RECORDING CLERK 1.00 X X 0 0 0 JOHN HINES TREASURER 1.00 X X 0 0 0 SONIA HARRIS DIRECTOR 1.00 X 0 0 0 CHRISTINE LUCAS DIRECTOR 1.00 X 0 0 0 TOM GIBIAN DIRECTOR 1.00 X 0 0 0 CHARLES GREENE DIRECTOR 1.00 X 0 0 0 HUNTER MCKAY DIRECTOR 1.00 X 0 0 0 WILLIAM SCHAUFFLER DIRECTOR 1.00 X 0 0 0 ELIZABETH WILSON DIRECTOR 1.00 X 0 0 0 WILLIAM FOSKETT DIRECTOR 1.00 X 0 0 0 JAMES CITRO DIRECTOR 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 X 0 0 0 807777 0 83117 6 0 1 0 HEALTHPRO THERAPY SERVICES LLC 307 INTERNATIONAL CIRCLE HUNT VALLEY MD 21030 THERAPY SERVICES 774408 CULINARY SERVICE GROUP LLC 1135 BUSINESS PKWY S WESTMINSTER MD 21157 FOOD SERVICES 742954 EVERENCE INSURANCE COMPANY MAIN ST PO BOX 483 GOSHEN IN 46527 INSURANCE 444638 FRIENDS HOUSE PHARMACY LTD 17340 QUAKER LANE SANDY SPRING MD 20860 PHARMACY 424014 GREENER CONSTRUCTION SERVICES 975 WINDWHISPER LN ANNAPOLIS MD 21403 CONSTRUCTION SERVICES 308826 13 287648 190806 478454 HEALTH CARE SERVICES 623000 8288204 8288204 INDEPENDENT LIVING SERVICES 623000 2635829 2635829 ASSISTED LIVING SERVICES 623000 1212745 1212745 AMORTIZATION OF ENTRY FEES 623000 1082893 1082893 ANCILLARY SERVICES 623000 163979 163979 13383650 158381 158381 1733889 1645735 88154 88154 88154 MISCELLANEOUS REVENUE 623000 197545 197545 197545 14306184 13383650 0 444080 413952 413952 5817081 5287417 437644 92020 126046 121407 4639 363109 307440 38926 16743 479692 414549 58963 6180 11615 11615 41696 41696 36541 36541 441337 125445 262795 53097 143290 5466 23371 114453 157042 135694 21348 225501 197469 28032 462174 402083 60091 10551 1802 7289 1460 1202823 1046435 156388 1638216 1425219 212997 274164 238518 35646 CONTRACT SERVICES 2030738 2030681 57 SUPPLIES 540341 493269 43935 3137 FOOD 488946 486888 2058 REPAIRS AND MAINTENANCE 485711 424521 61190 582899 462447 115513 4939 15973465 13606750 2070047 296668 1000420 400042 1102238 1212762 181846 167101 55230665 17199613 35789655 38031052 5906805 5133119 4684257 5291275 48665221 50235351 1546579 1671629 35860 19462750 21878862 13955452 14199609 35000641 37750100 X 12995604 11824183 668976 661068 13664580 12485251 48665221 50235351 -1667281 487952 0 X X 0 1 X 1 0 X 216368 723680 472288 1664279 478454 3555069 11261302 10769704 11907341 13333852 13383650 60655849 11477670 11493384 12379629 14998131 13862104 64210918 0 0 0 64210918 158353 143564 113218 135645 158381 709161 158353 143564 113218 135645 158381 709161 38644 9288 25868 155558 197545 426903 11674667 11646236 12518715 15289334 14218030 65346982 0.98260 0.98440 0.01090 0.01060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14692 261712 255459 20945 0 475373 475373 39509994 11054378 28455616 6172772 1288196 4884576 5328350 4738898 589452 3744176 118141 3626035 38031052 ACCRUED INTEREST 17238 DUE FROM THIRD-PARTY PAYOR 36370 OPERATING RESERVE 1688600 ASSETS HELD FOR USE 2094926 OTHER RECEIVABLES 7114 INVESTMENTS, OPERATING RESERVE 1411900 OPERATING LEASE RIGHT OF USE ASSETS 35127 5291275 RESIDENT REFUNDS PAYABLE 1920 DEFERRED ENTRANCE FEES 8165969 REFUNDABLE DEPOSITS 533070 APPLICATION FEES PAYABLE 74700 REFUNDABLE ENTRACE FEES 5228302 CONTRACT LIABILITIES 160521 OPERATING LEASE LIABILITIES 35127 14199609 X 14757595 487952 487952 14269643 36541 36541 14306184 15936924 0 15936924 36541 36541 15973465 PART IV, LINE 1B: THE ORGANIZATION HOLDS AND MANAGES RESIDENTS' FUNDS TO BE USED FOR PAYMENT OF SERVICES OR FOR A RESIDENT'S PERSONAL NEEDS. PART X, LINE 2: FRIENDS HOUSE RETIREMENT COMMUNITY HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE COMMUNITY'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. X X 0 0 0 0 0 0 0 0 0 PHILIP BURKHOLDER CEO 233572 0 0 0 0 0 20213 0 7516 0 261301 0 0 0 WILLIAM GIBSON JR CFO 139147 0 0 0 0 0 10554 0 3599 0 153300 0 0 0 A MONTGOMERY COUNTY MARYLAND 526000980 613342DJ0 2018-08-10 16975000 CONSTRUCTION FINANCING 0 0 0 A 16975000 971898 1926 837617 15160214 3345 0 0 0 0 A 0 1 1 1 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE AND FINANCE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS (THE BOARD) AND ADDITIONAL MEMBERS AS NEEDED. MEMBERS OF THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE MUST BE DIRECTORS OF THE ORGANIZATION. THE EXECUTIVE AND FINANCE COMMITTEE ACTS WITH THE AUTHORITY OF THE BOARD IN EMERGENCIES BETWEEN MEETINGS OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY STAFF MEMBERS AND A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY POSSIBLE CONFLICT OF INTEREST WITH THE INTEREST OF FRIENDS HOUSE ON THE PART OF ANY BOARD MEMBER SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATERIAL ONE IN RELATION TO A MATTER BEFORE THE BOARD. BOARD MEMBERS ARE RESPONSIBLE TO NOTIFY THE CLERK OF THE BOARD OF ANY CHANGES THAT ARISE DURING THE YEAR. THE BOARD CLERK WILL REVIEW ALL POTENTIAL CONFLICTS WHEN IDENTIFIED. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST ON A MATTER BEFORE THE BOARD SHALL DISCLOSE THE CONFLICT AND NOT PARTICIPATE IN THE DECISION-MAKING PROCESS OR USE HER/HIS PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE AND THE ABSTENTION FROM THE DECISION-MAKING PROCESS. THE FOREGOING REQUIREMENTS SHALL NOT BE CONSTRUED AS PREVENTING THE BOARD MEMBER FROM BRIEFLY STATING HIS/HER POSITION ON THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS FROM THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RECEIVES A COMPENSATION SURVEY TO DETERMINE COMPARABLE SALARY FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES. COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. THIS PROCESS WAS LAST COMPLETED IN SEPTEMBER 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE INDEPENDENT AUDITORS IS RECOMMENDED BY THE EXECUTIVE AND FINANCE COMMITTE AND THEN APPROVED BY THE BOARD, USUALLY ON A 3 YEAR CONTRACT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FRIENDS AT QUAKER LANE LLC 17340 QUAKER LANE SANDY SPRING MD 20860 833149497 LOW INCOME HOUSING MD FRIENDS HOUSE RETIREMENT COMMUNITY C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART IV FRIENDS AT QUAKER LANE, LLC (83-3149497), A WHOLLY-OWNED CORPORATE ENTITY OF THE ORGANIZATION, HAS MADE A 168(H)(6)(F)(II) ELECTION TO NOT BE TREATED AS A TAX-EXEMPT CONTROLLED ENTITY.