2026-03-25T10:06:38-05:00 2025-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2024-07-01 237016086 FRIENDS HOUSE RETIREMENT COMMUNITY FRIE 3019245100 17340 QUAKER LANE SANDY SPRING MD 20860 PHILIP BURKHOLDER CEO 3019245100 2026-03-25 1 1 JENNIFER ROCK P01083312 4106855512 2026-03-25 2024 2025-03-06 01:10:19Z PHILIP BURKHOLDER 17340 QUAKER LANE SANDY SPRING MD 20860 22270653 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 14 207 26 0 0 386027 544892 15318627 16531094 469443 1112875 117560 527601 16291657 18716462 0 0 0 0 8858863 9624532 0 0 310782 8697396 9203991 17556259 18828523 -1264602 -112061 51797062 51532644 40018989 40199502 11778073 11333142 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 16009114 16531094 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 36 COTTAGES AND OFFERS OLDER ADULTS AN AFFORDABLE AND FULFILLING RETIREMENT EXPERIENCE IN A SECURE AND CARING SETTING. OPERATING WITH A VALUE CONSISTING WITH THE 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. 16009114 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 33 0 1 207 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 242333 0 38329 KADINE MITCHELL COO 40.00 X 162943 0 20211 GREGORY JACKSON CFO 40.00 X 147843 0 24560 MEMUNA KAMARA DIRECTOR OF NURSING 40.00 X 141569 0 21385 WEDE WESLEY-MOSES CHARGE REGISTERED NURSE 40.00 X 113382 0 23249 PETER EKOKO EVENING SHIFT SUPERVISOR 40.00 X 112624 0 13207 DORA TRAPANI CHARGE NURSE LPN 40.00 X 104639 0 883 ELIZABETH NICELY DIRECTOR OF HUMAN RESOURCES 40.00 X 101471 0 19408 LAURITA PORTEE CLERK 1.00 X X 0 0 0 TOM GIBIAN ASSISTANT 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 JILL CLEMENTS DIRECTOR 1.00 X 0 0 0 CHARLES GREENE DIRECTOR 1.00 X 0 0 0 SONIA HARRIS DIRECTOR 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 X 0 0 0 CHRISTINE LUCAS DIRECTOR 1.00 X 0 0 0 CHUCK MCCULLOUGH 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 1126804 0 161232 12 0 1 0 A M & E SERVICES PO BOX 232 COLUMBIA MD 21045 BUILDING MAINTENANCE 220256 MARIE KISER 1179 ST GEORGE DRIVE ANNAPOLIS MD 21409 INTERIM DIRECTOR OF SALES AND MARKETING 124365 2 322372 222520 544892 HEALTH CARE SERVICES 623000 9903860 9903860 INDEPENDENT LIVING SERVICES 623000 3592763 3592763 AMORTIZATION OF ENTRY FEES 623000 1498195 1498195 ASSISTED LIVING SERVICES 623000 1358187 1358187 ANCILLARY SERVICES 623000 178089 178089 16531094 296520 296520 4370546 3554191 816355 816355 816355 INSURANCE PROCEEDS 900099 380819 380819 MISCELLANEOUS REVENUE 623000 146782 146782 527601 18716462 16531094 0 1640476 652726 652726 7556997 7001725 456503 98769 226178 221259 4919 578485 472320 92962 13203 610146 533509 70025 6612 20173 20173 97950 97950 42702 42702 1643556 1443896 145060 54600 139096 782 9635 128679 227544 125031 101662 851 265464 232200 33264 1549444 1336383 213061 22625 279 22346 1354589 1176375 178214 1893144 1644076 249068 351803 305519 46284 FOOD 689403 689403 SUPPLIES 535342 482823 50494 2025 PROVISION FOR CREDIT LO 301170 301170 MISCELLANEOUS 38824 24584 13741 499 31162 17780 12757 625 18828523 16009114 2508627 310782 613204 638893 1229828 1047993 107678 282091 58821142 20889526 38655194 37931616 6058318 5882558 5132840 5749493 51797062 51532644 1738822 2637496 11447944 11178238 20595632 21010676 6236591 5373092 40018989 40199502 X 11213075 10755947 564998 577195 11778073 11333142 51797062 51532644 -112061 -332870 0 X X 0 1 X 1 0 X 472288 1664279 478454 386027 544892 3545940 11907341 13333852 13383650 15318627 16531094 70474564 12379629 14998131 13862104 15704654 17075986 74020504 0 0 0 74020504 113218 135645 158381 239143 296520 942907 113218 135645 158381 239143 296520 942907 25868 155558 197545 117560 527601 1024132 12518715 15289334 14218030 16061357 17900107 75987543 0.97410 0.98140 0.01240 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 36104 543608 565373 14339 0 475373 475373 45018942 13377270 31641672 6224370 2113141 4111229 5612669 5023295 589374 1489788 375820 1113968 37931616 ACCRUED INTEREST 19425 OPERATING RESERVE 1535921 ASSETS HELD FOR USE 1901280 OTHER RECEIVABLES 153109 INVESTMENTS, OPERATING RESERVE 2072779 OPERATING LEASE RIGHT OF USE ASSETS 59600 DUE FROM THIRD-PARTY PAYOR, NET 7379 5749493 RESIDENT REFUNDS PAYABLE 20960 REFUNDABLE DEPOSITS 10120 APPLICATION FEES PAYABLE 72000 REFUNDABLE ENTRACE FEES 5210412 OPERATING LEASE LIABILITIES 59600 5373092 X 18340890 -332870 -332870 18673760 42702 42702 18716462 18785821 0 18785821 42702 42702 18828523 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 242333 0 0 0 0 0 30500 0 7829 0 280662 0 0 0 KADINE MITCHELL COO 162943 0 0 0 0 0 15310 0 4901 0 183154 0 0 0 GREGORY JACKSON CFO 147843 0 0 0 0 0 24159 0 401 0 172403 0 0 0 MEMUNA KAMARA DIRECTOR OF NURSING 141569 0 0 0 0 0 19531 0 1854 0 162954 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.