2025-11-17T15:31:37-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 873685420 FRIENDS VILLAGE INC FRIE 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 BRIAN G LAWRENCE CEO 9085803805 2025-11-16 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-12 2024 2025-03-06 01:10:19Z BRIAN G LAWRENCE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 6601953 0 X FELLOWSHIPLIFEINC.ORG X 2021 NJ TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 10 9 61 11 0 0 59470 0 5360244 5903400 55133 77309 184130 215751 5658977 6196460 0 0 0 0 3058813 2612260 0 0 0 6175454 8082650 9234267 10694910 -3575290 -4498450 36427294 34608306 33387632 35765370 3039662 -1157064 TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS 0 0 8350605 5903400 FRIENDS VILLAGE AT WOODSTOWN OPERATES A CONTINUING CARE RETIREMENT COMMUNITY WHICH CURRENTLY PROVIDES HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 61 BED ASSISTED LIVING FACILITY AND 75 INDEPENDENT LIVING APARTMENTS AND COTTAGES. WE ARE COMMITTED TO PARTNERING WITH OUR LOCAL COMMUNITY AND HAVING A POSITIVE IMPACT THROUGH COLLABORATION AND ACTIVE PARTICIPATION. 8350605 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 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 38 0 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X MARK F MAZZELLA CFO 9085803805 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 STAN MORIN CHAIRMAN 2.00 0.00 X X 0 0 0 JEFF ZENNA VICE CHAIR 1.00 0.00 X X 0 0 0 RULENE DIFRANCESCO SECRETARY 1.00 0.00 X X 0 0 0 ROBERT FODERA TREASURER 1.00 0.00 X X 0 0 0 RALPH ACQUAVIVA DIRECTOR 1.00 0.00 X 0 0 0 FR DAVID JONES DIRECTOR 1.00 0.00 X 0 0 0 DAVID KOSTINAS DIRECTOR (FROM 05/24) 1.00 0.00 X 0 0 0 JOHN MAHON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL TOSCANA DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM DOBSON DIRECTOR (UNTIL 6/24) 1.00 0.00 X 0 0 0 SUZANNE SHUGG DIRECTOR (UNTIL 6/24) 1.00 0.00 X 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 1.00 39.00 X X 0 773681 61550 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 317552 0 KELLI MILLS EXECUTIVE DIRECTOR 1.00 39.00 X 0 224897 0 DENISE KAIRZAR ADMINISTRATOR 40.00 0.00 X 116214 0 8744 WENDY PATTON DIRECTOR OF SALES AND MAERKETING 40.00 0.00 X 114097 0 0 230311 1316130 70294 2 0 1 0 COREWORKS PO BOX 102289 ATLANTA GA 303682289 FACILITY SUPPORT SERVICES 2120222 UNIDINE INC 2400 YORKMONT ROAD CHARLOTTE NC 28217 DINING MANAGEMENT SERVICES 1323781 NJSB CONSTRUCTION 12 WILLIAM LANE OCEAN NJ 07712 CONSTRUCTION SERVICES 603471 KDA ARCHITECTS 500 KINGS HIGHWAY SOUTH CHERRY HILL NJ 08034 FACILITY DESIGN AND REPOSITIONING 573574 CREATING RESULTS 14000 CROWN COURT STE 211 WOODBRIDGE VA 22193 MARKETING SERVICES 381712 17 PATIENT REVENUE FROM N 623000 3572911 3572911 RESIDENT SERVICES 623000 2330411 2330411 HOME COMMUNITY BASED S 623000 78 78 5903400 60066 60066 79146 32743 46403 46403 46403 389993 372750 17243 17243 17243 INSURANCE REIMBURSEMEN 900099 88352 88352 CAFETERIA 900099 34451 34451 DEFERRED CONTRACT REVE 900099 16667 16667 29878 29878 169348 6196460 5903400 0 293060 X 1766805 1766805 682550 682550 162905 162905 -136541 -136541 77599 77599 2403247 2403247 301940 301940 312648 312648 79598 79598 840583 840583 4175 4175 346152 346152 3031894 3031894 173725 173725 FOOD SERVICES 319443 319443 REPAIRS AND MAINTENANCE 172234 172234 EVENTS 50029 50029 RESIDENT ACTIVITIES 31651 31651 74273 74273 10694910 8350605 2344305 0 1259422 1705179 33116 33131 31347 0 92458 137867 35332119 4027861 33782776 31304258 1228175 1351033 76838 36427294 34608306 3449019 2842961 1020772 930892 52093 61376 11122857 10610198 17742891 21319943 33387632 35765370 X 3039662 -1157064 3039662 -1157064 36427294 34608306 X -4498450 77241 224483 X 0 1 X 1 0 X 59470 59470 5360244 5903400 11263644 37603 48413 86016 5457317 5951813 11409130 0 0 0 11409130 135889 139212 275101 135889 139212 275101 105991 123235 229226 5699197 6214260 11913457 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 8,046. 2024 AMOUNT: $ 8,520. PCHIP REFUND - 2023 AMOUNT: $ 81,725. INSURANCE REIMBUSEMENT - 2023 AMOUNT: $ 15,220. 2024 AMOUNT: $ 88,352. APPLICATION FEE - 2023 AMOUNT: $ 1,000. 2024 AMOUNT: $ 6,050. DEFERRED CONTRACT REVENUE - 2024 AMOUNT: $ 16,667. FINANCE CHARGES REVENUE - 2024 AMOUNT: $ 3,646. 0 1 X 4310000 4310000 26168566 3106207 23062359 1735815 921654 814161 3117738 3117738 31304258 REFUNDABLE ADVANCE FEES 11595147 DUE TO AFFILIATES 9724796 21319943 X 6530927 77241 224483 301724 6229203 -32743 -32743 6196460 10727653 32743 32743 10694910 0 10694910 PART IV, LINE 2B: AMOUNTS HELD IN ESCROW REPRESENT CASH DEPOSITS MADE BY PROSPECTIVE RESIDENTS OF INDEPENDENT LIVING UNITS. THE CASH HAS BEEN DEPOSITED INTO A SAVINGS ACCOUNT. IF THE PROSPECTIVE RESIDENT(S) SHOULD DECIDE NOT TO FULFILL THE CONTRACT, THE DEPOSITS ARE REFUNDABLE. IN ADDITION, ENTRANCE FEES RECEIVED FROM RESIDENTS HAVE BEEN REPORTED AS A LONG-TERM LIABILITY. REFUNDABLE PORTIONS OF ENTRANCE FEES ARE FULLY REFUNDABLE TO THE RESIDENT(S), LESS CERTAIN COSTS OR CHARGES INCURRED. IF THE RESIDENT(S) TERMINATE(S) THE CONTRACT, THE REFUNDABLE PORTION OF ENTRANCE FEES IS REFUNDABLE FOLLOWING THE REOCCUPANCY OF THE UNIT FOR THIRTY DAYS. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 147,645. CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION 76,838. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -32,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 32,743. 0 0 0 0 0 0 0 0 0 BRIAN G LAWRENCE PRESIDENT & CEO 0 535744 0 237937 0 0 0 61550 0 0 0 835231 0 0 MARK F MAZZELLA CHIEF FINANCIAL OFFICER 0 294377 0 23175 0 0 0 0 0 0 0 317552 0 0 KELLI MILLS EXECUTIVE DIRECTOR 0 201897 0 23000 0 0 0 0 0 0 0 224897 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 FELLOWSHIPLIFE, INC. (EIN 61-2015757) IS A NEW JERSEY NOT-FOR-PROFIT ORGANIZATION AND THE PARENT AND SOLE MEMBER OF THE FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A FELLOWSHIPLIFE, INC. HAS THE RIGHT TO ELECT THE BOARD MEMBERS OF ITS SUBSIDIARIES. FORM 990, PART VI, SECTION A, LINE 7B FELLOWSHIPLIFE, INC., THE SOLE MEMBER AND PARENT OF THE FILING ORGANIZATION, HAS RESERVED RIGHTS OVER MAJOR DECISIONS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES CONTEMPORANEOUSLY DOCUMENT 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 THE BOARD, OFFICERS, AND KEY EMPLOYEES FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS. IF THERE IS A CONFLICT AT THE BOARD LEVEL, THAT INDIVIDUAL 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 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 2,403,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,403,247. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 147,645. CHANGE IN INTEREST OF NET ASSETS OF FOUNDATION 76,838. 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 FELLOWSHIPLIFE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 612015757 PARENT COMPANY NJ 501(C)(3) LINE 7 N/A 0 HOTGS INC DBA RIVERWALK VILLAGE 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 881926650 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 PINES VILLAGE INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 920458129 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 SIEMINSKI THEATER INC 8000 FELLOWSHIP VILLAGE ROAD BASKING RIDGE NJ 07920 931765712 PERFORMING ARTS CENTER NJ 501(C)(3) LINE 7 FELLOWSHIPLIFE INC 0 APPLEWOOD VILLAGE 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 933849488 RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 FELLOWSHIPLIFE INC 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0