2025-11-17T15:26:51-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 612015757 FELLOWSHIPLIFE INC FELL 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 MARK F MAZZELLA CFO 9085803805 2025-11-16 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-16 2024 2025-03-06 01:10:19Z BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 11033756 0 X WWW.FELLOWSHIPSENIORLIVING.ORG X 2021 NJ TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 9 8 30 12 0 0 6172886 4069886 4839579 6676758 -20576 96332 0 190780 10991889 11033756 0 0 0 0 4027871 4850575 0 0 0 246489 871047 4274360 5721622 6717529 5312134 12678346 19209677 665387 1884584 12012959 17325093 TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 0 0 5155583 0 6676758 EXPENSES INCURRED IN PROVIDING ADMINISTRATIVE, FINANCIAL AND SUPPORT SERVICES TO ALL AFFILIATES. 5155583 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NJ X MARK F MAZZELLA CFO 9085803845 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 STAN MORIN CHARIMAN 2.00 2.00 X X 0 0 0 JEFF ZENNA VICE CHAIR 1.00 1.00 X X 0 0 0 RALPH ACQUAVIVA DIRECTOR 1.00 1.00 X 0 0 0 RULENE DIFRANCESCO DIRECTOR 1.00 1.00 X 0 0 0 FR DAVID JONES DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL TOSCANA DIRECTOR 1.00 1.00 X 0 0 0 DAVID G KOSTINAS DIRECTOR 1.00 1.00 X 0 0 0 ROBERT FODERA DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM DOBSON DIRECTOR (UNTIL 6/24) 1.00 1.00 X 0 0 0 SUZANNE SHUGG DIRECTOR (UNTIL 6/24) 1.00 1.00 X 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 1.00 39.00 X 773681 0 61550 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 1.00 39.00 X 317552 0 0 MARK AGUILAR EXECUTIVE DIRECTOR 1.00 39.00 X 269766 0 0 SUSAN ELAINE LANZA EXECUTIVE DIRECTOR (UNTIL 03/25) 0.00 40.00 X 243079 0 0 ELIZABETH B FANDEL CHIEF MARKETING & INNOVATI 40.00 0.00 X 302101 0 0 KELLI MILLS EXECUTIVE DIRECTOR 0.00 40.00 X 224897 0 0 LAURA SHARP VP OF CLINICAL OPS 40.00 0.00 X 218637 0 0 BRENDEN D GAROZZO EXECUTIVE DIRECTOR 0.00 40.00 X 210339 0 0 2560052 0 61550 15 0 1 0 BAKER TILLY ADVIOSRY GROUP PO BOX 7410408 CHICAGO IL 606740408 ACCOUNTING AND ADVISORY 253703 AKCG PUBLIC RELATIONS COUNSELORS LLC 121 WEST HIGH STREET GLASSBORO NJ 08028 PUBLIC RELATIONS 146160 RAMP BUSINESS CORP 71 5TH AVENUE NEW YORK NY 10003 CREDIT CARD SERVICES 140390 3 4069886 4069886 MANAGEMENT FEES 900099 6676758 6676758 6676758 96332 96332 WORKFORCE DEVELOPMENT REFUND 900099 177056 177056 INSURANCE REIMBURSEMENT 900099 4013 4013 VENDOR REFUNDS 900099 1092 1092 8619 8619 190780 11033756 6676758 0 287112 4364852 4364852 216537 216537 269186 269186 114931 114931 448723 448723 146228 146228 17262 17262 6714 6714 45992 45992 337 337 EDUCATION AND TRAINING 36320 36320 LICENSES AND FEES 24060 24060 MISCELLANEOUS EXPENSES 22969 22969 EVENTS 5126 5126 2385 2385 5721622 5155583 566039 0 178528 148732 166837 141825 28905 95426 4717443 50414 7586633 18773280 12678346 19209677 665387 1884584 665387 1884584 X 12012959 17325093 12012959 17325093 12678346 19209677 5312134 0 X 0 1 X 1 0 X 5005876 6172886 4069886 15248648 5005876 6172886 4069886 15248648 15248648 39165 203776 96332 339273 600 190780 191380 15779301 12369222 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2022 AMOUNT: $ 600. 2024 AMOUNT: $ 8,619. WORKFORCE DEVELOPMENT REFUND - 2024 AMOUNT: $ 177,056. INSURANCE REIMBURSEMENT - 2024 AMOUNT: $ 4,013. VENDOR REFUNDS - 2024 AMOUNT: $ 1,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATES 18773280 18773280 X 11033756 0 11033756 0 11033756 5721622 0 5721622 0 5721622 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. X X X X X 0 0 0 0 0 0 0 1 0 BRIAN G LAWRENCE PRESIDENT & CEO 535744 0 237937 0 0 0 61550 0 0 0 835231 0 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 294377 0 23175 0 0 0 0 0 0 0 317552 0 0 0 ELIZABETH B FANDEL CHIEF MARKETING & INNOVATI 280101 0 22000 0 0 0 0 0 0 0 302101 0 0 0 MARK AGUILAR EXECUTIVE DIRECTOR 253766 0 16000 0 0 0 0 0 0 0 269766 0 0 0 SUSAN ELAINE LANZA EXECUTIVE DIRECTOR (UNTIL 03/25) 235079 0 8000 0 0 0 0 0 0 0 243079 0 0 0 KELLI MILLS EXECUTIVE DIRECTOR 201897 0 23000 0 0 0 0 0 0 0 224897 0 0 0 LAURA SHARP VP OF CLINICAL OPS 202637 0 16000 0 0 0 0 0 0 0 218637 0 0 0 BRENDEN D GAROZZO EXECUTIVE DIRECTOR 201839 0 8500 0 0 0 0 0 0 0 210339 0 0 0 PART I, LINE 7 BONUSES ARE NON-FIXED PAYMENTS WHICH ARE BASED UPON PERFORMANCE AND ATTAINING GOALS SET DURING THE YEAR. THE PRESIDENT & CEO'S BONUS IS DETERMINED THROUGH THE COMPENSATION COMMITTEE OF THE BOARD. THE ORGANIZATION ALSO UTILIZES AN HR CONSULTING COMPANY TO ARRIVE AT A COMPENSATION LEVELS THAT INCORPORATE FOR PROFIT AND NON PROFIT SALARY RANGES FOR SIMILAR POSITIONS FOR BOTH THE PRESIDENT & CEO AND ALL SENIOR MANAGEMENT. ALL SENIOR MANAGEMENT SALARIES ARE WITHIN SUCH RANGES, AND IN ADDITION ALL SENIOR MANAGEMENT IS REVIEWED ANNUALLY FOR BOTH MERIT AND BONUS BY THE PRESIDENT & CEO. 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 THE CFO REVIEWS THE DRAFT AND THEN PROVIDES THE DRAFT OF THE RETURN TO ALL BOARD MEMBERS. COMMENTS ARE ACCEPTED DURING THIS REVIEW PROCESS. ONCE BOARD MEMBERS HAVE BEEN GIVEN ACCESS TO THE FORM 990, THE RETURN IS 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. BOARD 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 CONFLICTS 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 MANAGEMENT OR THE BOARD IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS COMPENSATION FOR THE CEO BY COMPARING TO OTHER CEOS IN THE CCRC AND HEALTHCARE INDUSTRY THAT ARE IN THE LOCAL REGION. THE COMPENSATION COMMITTEE RECOMMENDS TO THE WHOLE BOARD THE CEO SALARY INCREASES FOR FULL BOARD APPROVAL. THE CEO AND HUMAN RESOURCES REVIEW COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES. THE ORGANIZATION USES COMPARATIVE DATA FOR THE INDUSTRY AND REGION FROM AN OUTSIDE PROFESSIONAL SOURCE FOR DETERMINING COMPENSATION TO ENSURE COMPENSATION IS IN LINE WITH FAIR MARKET VALUE. 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. FELLOWSHIPLIFE FOUNDATION INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 842975643 FUNDRAISING NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 1 FELLOWSHIP VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 223146725 SENIOR LIVING COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 FRIENDS VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 873685420 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 HOTGS INC DBA RIVERWALK VILLAGE 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 881926650 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 PINES VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 920458129 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 SIEMINSKI THEATER INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 931765712 PERFORMING ARTS CENTER NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 1 APPLEWOOD VILLAGE 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 933849488 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 FELLOWSHIP VILLAGE C 4069886 COST