Totals
- Total revenue
- $14,379,391
- Total expenses
- $14,189,113
- Contributions and grants received
- $1,808,155
- Grants paid
- $440,983
- Program service revenue
- $12,297,054
- Investment income
- $241,208
- Other revenue
- $32,974
- Total assets, end of year
- $8,231,174
- Total liabilities, end of year
- $2,408,244
- Net assets or fund balances, end of year
- $5,822,930
- Program services expenses (Part IX)
- $12,539,906
- Management and general expenses
- $1,014,333
- Fundraising expenses
- $634,874
- Program service expenses (Part III)
- $12,539,906
Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$51,817
-
1c · Fundraising events
$94,457
-
1d · Related organizations
$89,466
-
1f · All other contributions, gifts and grants
$1,572,415
-
1g · Noncash contributions included above
$6,000
-
2a · Program service revenue: SUPPORTIVE AGING SERVICES
total $8,306,941 · related or exempt $8,306,941
-
2b · Program service revenue: ELDERCARE NUTRITION SERVICES
total $3,135,044 · related or exempt $3,135,044
-
2c · Program service revenue: HEALTHY AGING SERVICES
total $855,069 · related or exempt $855,069
-
3 · Investment income
total $6,497 · excluded $6,497
-
6a · Gross rents
real property $250,112
-
6b · Less rental expenses
real property $228,332
-
6c · Rental income or loss
real property $21,780
-
6d · Net rental income or loss
total $21,780 · excluded $21,780
-
7a · Gross sales of assets other than inventory
securities $150,087 · other assets $260,563
-
7b · Less cost or other basis and sales expenses
securities $121,639 · other assets $54,300
-
7c · Gain or loss
securities $28,448 · other assets $206,263
-
7d · Net gain or loss
total $234,711 · excluded $234,711
-
8a · Fundraising events: gross income
$9,241
-
8a · Fundraising events: contributions included on line 1c
$94,457
-
8b · Fundraising events: direct expenses
$20,743
-
8c · Net income from fundraising events
total -$11,502 · excluded -$11,502
-
11a · Other revenue: SNACK BAR
total $16,954 · excluded $16,954
-
11b · Other revenue: SECURITIES SETTLEMENTS
total $5,112 · excluded $5,112
-
11c · Other revenue: OTHER FEES
total $630 · excluded $630
-
11e · Other revenue, total
$22,696
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $440,983 · program services $440,983
-
5 · Compensation of officers, directors and key employees
total $343,549 · management and general $343,549
-
7 · Other salaries and wages
total $3,391,952 · program services $2,815,809 · management and general $91,305 · fundraising $484,838
-
8 · Pension plan contributions
total $130,743 · program services $118,838 · fundraising $11,905
-
9 · Other employee benefits
total $183,775 · program services $163,162 · fundraising $20,613
-
10 · Payroll taxes
total $247,218 · program services $205,191 · management and general $17,305 · fundraising $24,722
-
11c · Fees: accounting
total $54,600 · management and general $54,600
-
11g · Fees: other
total $7,635,568 · program services $7,635,568
-
12 · Advertising and promotion
total $65,053 · management and general $52,042 · fundraising $13,011
-
13 · Office expenses
total $159,688 · program services $124,087 · management and general $12,740 · fundraising $22,861
-
14 · Information technology
total $150,537 · program services $124,946 · management and general $10,537 · fundraising $15,054
-
16 · Occupancy
total $160,753 · program services $157,742 · management and general $2,050 · fundraising $961
-
17 · Travel
total $27,037 · program services $24,934 · management and general $2,103
-
19 · Conferences, conventions and meetings
total $5,439 · program services $4,895 · management and general $544
-
22 · Depreciation, depletion and amortization
total $326,321 · management and general $326,321
-
23 · Insurance
total $87,823 · program services $13,173 · management and general $74,650
-
24a · Other expenses: CONSUMABLES FOR PROGRAM
total $457,791 · program services $457,791
-
24b · Other expenses: MAINTENANCE/JANITORIAL
total $317,355 · program services $252,787 · management and general $26,587 · fundraising $37,981
-
24c · Other expenses: EQUIPMENT RENTAL
total $2,928 · fundraising $2,928
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,150,228 · end of year $1,803,710
-
3 · Pledges and grants receivable
beginning of year $37,071
-
4 · Accounts receivable
beginning of year $2,604,840 · end of year $2,597,735
-
9 · Prepaid expenses and deferred charges
beginning of year $81,244 · end of year $161,363
-
10a · Land, buildings and equipment: cost or other basis
$9,825,186
-
10b · Land, buildings and equipment: accumulated depreciation
$7,256,754
-
10c · Land, buildings and equipment, net
beginning of year $2,610,597 · end of year $2,568,432
-
11 · Investments: publicly traded securities
beginning of year $273,359 · end of year $238,431
-
15 · Other assets
beginning of year $961,168 · end of year $861,503
-
17 · Accounts payable and accrued expenses
beginning of year $1,880,207 · end of year $2,315,725
-
25 · Other liabilities
beginning of year $0 · end of year $92,519
-
27 · Net assets without donor restrictions
beginning of year $4,413,508 · end of year $4,127,756
-
28 · Net assets with donor restrictions
beginning of year $1,424,792 · end of year $1,695,174
Mission and programs · 2022
Mission
SENIOR FRIENDSHIP CENTERS, INC. (SFC) WAS FOUNDED IN 1974 TO REDUCE ISOLATION & LONELINESS & TO HELP SENIORS MAINTAIN THEIR INDEPENDENCE, PREVENTING PREMATURE INSTITUTIONALIZATION. THE MISSION IS TO SUPPORT HEALTH, DIGNITY & QUALITY OF LIFE ON THE JOURNEY OF AGING.
Activities or mission (Part I)
TO PROMOTE HEALTH, DIGNITY AND QUALITY OF LIFE THROUGHOUT THE JOURNEY OF AGING.
-
SUPPORTIVE AGING: CASE MANAGEMENT COORDINATES THE DELIVERY OF IN-HOME SERVICES TO CLIENTS IN NEED, PROMOTING SELF-SUFFICIENCY AMONGST THOSE MOST AT RISK OF NURSING HOME PLACEMENT.REFERRALS FOR SFC AND REQUESTS FOR ASSISTANCE MUST FIRST GO THROUGH THE ELDER HELPLINE LOCATED WITHIN THE AREA AGENCY OF SOUTHWEST FLORIDA (AAA) TO BE TELEPHONE SCREENED AND ASSIGNED A PRIORITY SCORE BASED ON LEVEL OF NEED. THE CASE MANAGER WILL CREATE A CARE PLAN BASED ON THE NEEDS IDENTIFIED DURING THE IN-HOME ASSESSMENT. SFC CONTRACTS WITH APPROXIMATELY 30 LOCAL HOME-HEALTH AGENCIES AND A FOOD VENDOR TO PROVIDE THE IN-HOME CARE INCLUDING HOMEMAKER, PERSONAL CARE, RESPITE, HOME DELIVERED MEALS/ADULT DAY CARE (BOTH PROVIDED DIRECTLY BY SFC), NURSING, MEDICAL EQUIPMENT/SUPPLIES, CHORES, EMERGENCY RESPONSE SYSTEMS, TRANSPORTATION, HOME MODIFICATION AND POSSIBLY OTHERS.SERVICES ARE INDEFINITE UNTIL A CLIENT CAN NO LONGER REMAIN SAFE IN THEIR HOME. CASE MANAGERS REVIEW CLIENT NEEDS AND CARE PLANS AS NEEDED, BUT AT LEAST EVERY SIX MONTHS. CASE MANAGEMENT IS PROVIDED BY SENIOR FRIENDSHIP CENTERS IN DESOTO, LEE AND SARASOTA COUNTIES. ADULT DAY AND CAREGIVING SERVICES: SENIOR FRIENDSHIP CENTERS LICENSED ADULT DAY SERVICE CENTER, THE LIVING ROOM, PROVIDES A PERSONAL CONNECTION, WHERE FRAIL ELDERS AND PERSONS LIVING WITH DEMENTIA AND ALZHEIMER'S DISEASE ARE SEEN AS MORE THAN THEIR CHALLENGES. THE PROFESSIONALLY TRAINED STAFF GETS TO KNOW EACH PERSON TO SERVE THEIR UNIQUE NEEDS AND HELP THEM FEEL COMFORTABLE IN THEIR SURROUNDINGS. THIS STAFF OF PROFESSIONALS HELP THE FAMILY CAREGIVER BEGIN TO SEE THEIR LOVED ONE THROUGH A FRESH LENS, REDISCOVERING JOY AND PROMISE DURING SOME OF LIFE'S TOUGHEST CHALLENGES.WITH A STAFFING RATIO OF 1:6, EACH PARTICIPANT IS ASSURED PERSONAL ATTENTION THROUGHOUT THE DAY. THE LIVING ROOM OFFERS STIMULATING ACTIVITIES SUCH AS FUN AND THERAPEUTIC GAMES, MUSIC, SOCIAL ENGAGEMENT, CELEBRATIONS, DISCUSSIONS, BRAIN FITNESS, ART/PET THERAPY AND MORE. RECOGNIZING THAT FAMILY CAREGIVERS OFTEN COMPROMISE THEIR OWN PHYSICAL AND MENTAL HEALTH TO CARE FOR A LOVED ONE, SENIOR FRIENDSHIP CENTERS OFFERS SUPPORT, EDUCATION, AND CONNECTION THROUGH CAREGIVER RESOURCE CENTERS. FAMILY CAREGIVERS FIND PEACE OF MIND AND IMPROVED HEALTH THROUGH RESPITE, COUNSELING, DISCUSSION WITH OTHER CAREGIVERS IN SUPPORT GROUPS, AND INVALUABLE TOOLS TO BETTER CARE FOR THEMSELVES, HELPING THEM WITH THIS IMPORTANT ROLE. THE ORGANIZATION'S ADULT DAY CENTERS ARE IN SARASOTA AND VENICE. FRIENDSHIP AT HOME IS A MULTI-FACETED SAFETY NET PROGRAM ADDRESSING SOCIAL, FINANCIAL, AND FOOD CRISES. FOR SOCIAL CRISES, VOLUNTEERS SUPPORT SENIORS WHO MAY BE HOME-BOUND OR ISOLATED. TRAINED VOLUNTEERS ARE MATCHED WITH A SENIOR FOR TELEPHONE REASSURANCE CALLS OR FRIENDLY VISITS. FOR FINANCIAL CRISES, SUPPORTIVE INTERVENTIONS AND RESOURCES ARE PROVIDED ALONG WITH GUIDANCE TO OTHER BENEFITS AND SAVINGS TO IMPROVE FINANCIAL STABILITY. ASSISTANCE MIGHT BE FOR CAR REPAIRS, UTILITY BILLS OR RENT/MORTGAGE PAYMENTS.QUALIFIED CLIENTS MUST MEET INCOME GUIDELINES. WHEN FOOD IS RUNNING LOW, AND SOCIAL SECURITY CHECKS DON'T LAST THE FULL MONTH, EMERGENCY FOOD AND SUPPLY BAGS ARE ASSEMBLED AND DISTRIBUTED IN PARTNERSHIP WITH CIVIC GROUPS, FAITH COMMUNITY, AND OTHER NONPROFITS. FRIENDSHIP AT HOME IS OFFERED IN CHARLOTTE, LEE AND SARASOTA COUNTIES.
Expenses $8,231,191 · Grants $440,983 · Revenue $8,306,941
-
NUTRITION: THE OLDER AMERICANS ACTION (OAA) NUTRITION PROGRAM PROVIDES NUTRITIOUS MEALS TO LOW-INCOME AND FOOD INSECURE SENIORS AGE 60+ ALLOWING THEM TO LIVE INDEPENDENTLY WHILE IMPROVING MENTAL AND PHYSICAL HEALTH AND WELLBEING. STUDIES SHOW THAT GOOD NUTRITION NOT ONLY REDUCES HUNGER AND FOOD INSECURITY BUT IT PREVENTS DISEASE, PROMOTES SOCIALIZATION, AND INCREASES THE LIKELIHOOD FOR THIS POPULATION TO SAFELY AGE, IN PLACE MAKING HOUSEHOLD BUDGETS STRETCH FURTHER AND SAVING TAXPAYER DOLLARS.CONGREGATE MEALS ARE PROVIDED TO VARIOUS NEIGHBORHOOD AND COMMUNITY DINING SITES IN ALL FOUR COUNTIES SERVED BY SENIOR FRIENDSHIP CENTERS: CHARLOTTE, DESOTO, LEE, AND SARASOTA COUNTIES. ONCE THE INDIVIDUAL BECOMES A REGULAR PARTICIPANT, A NUTRITION COORDINATOR CONDUCTS AN ASSESSMENT TO IDENTIFY THEIR NUTRITION STATUS AND POTENTIAL RISK. THE DINING SITES ARE ALL ABOUT CONNECTIONS WHERE OLDER ADULTS CONNECT TO OTHER SUPPORTIVE SERVICES SUCH AS TRANSPORTATION, PHYSICAL ACTIVITY PROGRAMS, HEALTH SCREENINGS, VOLUNTEERISM, AND MEANINGFUL SOCIAL CONTACT. HOME DELIVERED MEALS PROVIDE 5 OR 7 MEALS EACH WEEK, DEPENDING UPON THE NEED. REFERRALS TO THE PROGRAM COME FROM MANY SOURCES INCLUDING PHYSICIANS, FAITH LEADERS, SOCIAL WORKERS, HOME HEALTH AGENCIES, FRIENDS AND FAMILY. THE OAA NUTRITION PROGRAM BEGAN AT SENIOR FRIENDSHIP CENTERS IN 1973, MAKING IT ONE OF THE LONGEST RUNNING PROGRAMS IN SFC'S NETWORK OF SERVICES. IN ADDITION TO REGULAR MEALS SERVED IN SOCIAL DINING SITES OR DELIVERED TO HOMES, THE PROGRAM PROVIDES INFORMATION AND ASSISTANCE WITH HURRICANE AND DISASTER PREPAREDNESS, PROVISION OF SHELF STABLE/EMERGENCY MEALS, AND SUPPORT IN ACCESSING OTHER RESOURCES. PARTICIPANTS IN BOTH CONGREGATE AND THOSE RECEIVING A MEAL AT HOME HAVE THE BENEFIT OF MONTHLY NUTRITION EDUCATION AND A REGISTERED DIETICIAN (RD) OFFERS NUTRITION COUNSELING. MENUS ARE PREPARED ON A SIX-MONTH ROTATION, ARE PLANNED BY RD AND MUST MEET USDA DIETARY GUIDELINES FOR OLDER ADULTS. PARTICIPANTS HAVE A VOICE IN MENU PLANNING THROUGH NUTRITION ADVISORY MEETINGS HELD TWICE A YEAR AT EACH DINING SITE. THE MEALS SERVED BY SFC ARE LIFE SUSTAINING FOR MANY OF THESE OLDER ADULTS WHO WOULD OTHERWISE GO WITHOUT VITAL NOURISHMENT, EXPERIENCE A DECLINE IN PHYSICAL AND EMOTIONAL WELLBEING, AND POTENTIALLY BE UNABLE TO REMAIN IN THEIR OWN HOME.
Expenses $2,815,131 · Revenue $3,135,044
-
SENIOR CENTERS: TWO HUB SENIOR CENTERS LOCATED IN SARASOTA AND VENICE SERVE THE COMMUNITY IN A MYRIAD OF WAYS. THEY ARE ENTRY POINTS FOR SUPPORTIVE SERVICES LIKE PRO BONO LEGAL ASSISTANCE AND COUNSEL FOR THOSE WHO BELIEVE THEY MAY HAVE BEEN SCAMMED. IT IS HOME TO COMMUNITY DINING SITES, AND VIBRANT ACTIVITY SPACES FOR LIFELONG LEARNING, EXERCISE, AND WELLNESS PROGRAMMING.EACH MONTH, THOUSANDS OF SENIORS ENTER THE DOORS TO BE GREETED BY VOLUNTEERS, AND TO GIVE OF THEIR TIME AS VOLUNTEERS BY TEACHING A CLASS, PLAYING LIVE MUSIC IN A BAND, OR PROVIDING ADMINISTRATIVE SUPPORT TO THE ORGANIZATION. AS THE GENERATIONS CHANGE, NEW OFFERINGS BRING IN YOUNGER SENIORS TO SERVE AND BE SERVED. FROM INDOOR PICKLEBALL TO LINE DANCING LESSONS TO INTERESTING LECTURE SERIES AND DISCUSSION GROUPS, THERE IS AN EVOLVING SENSE ABOUT THE SPACE AND THE PROGRAMS OF SENIOR FRIENDSHIP CENTERS.
Expenses $1,493,584 · Revenue $855,069
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Erin McLeodERIN MCLEOD
PRESIDENT/CEO
- Total calculated
- $194,242
- From this org
- $164,924
- From related orgs
- $0
- Other
- $29,318
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $154,924
- Bonus
- $10,000
- Other
- $0
- Deferred
- $10,802
- Nontaxable benefits
- $18,516
- Filer's total
- $194,242
-
David BleharDAVID BLEHAR
CFO/COO
- Total calculated
- $149,307
- From this org
- $132,740
- From related orgs
- $0
- Other
- $16,567
- Hours/week
- 40 + 1 related
-
Patricia CourtoisPATRICIA COURTOIS
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael JuceamMICHAEL JUCEAM
VICE CHAIR - NORTH
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kathy SilverbergKATHY SILVERBERG
VICE CHAIR - SOUTH
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jim MeisterJIM MEISTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Christine SchlesingerCHRISTINE SCHLESINGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Paul CaragiuloPAUL CARAGIULO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Wendy FishmanWENDY FISHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
George HofmannGEORGE HOFMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Laura MagnussonLAURA MAGNUSSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer NiedzinskiJENNIFER NIEDZINSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kevin MaischKEVIN MAISCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Philip DemingPHILIP DEMING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Pam Baron MahoneyPAM BARON MAHONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert ThomasROBERT THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mary Kay BurnsMARY KAY BURNS
DIRECTOR (THRU 2022)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Francis Garcia FernandezFRANCIS GARCIA FERNANDEZ
DIRECTOR (THRU 2022)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE CEO SHALL BE GIVEN A PERFORMANCE EVALUATION AND COMPENSATION REVIEW ANNUALLY; SAID REVIEW TO BE CONDUCTED BY THE CORPORATION'S BOARD OF GOVERNORS. THE CEO WILL BE ELIGIBLE TO RECEIVE A BONUS PAYMENT OF UP TO $10,000 AT THE END OF EACH YEAR OF EMPLOYMENT. THE INCENTIVE CRITERIA WILL BE AS DETERMINED BY CORPORATION IN COLLABORATION WITH EXECUTIVE EACH YEAR. THE BOARD OF GOVERNORS OF THE CORPORATION HAS ULTIMATE AUTHORITY TO EVALUATE THE PERFORMANCE OF THE CEO IN ALL HER DUTIES. THE KEY CONTRIBUTOR INCENTIVE WAS ADDED TO THE 2022 BUDGET PROCESS TO REWARD PERFORMANCE EXCEEDING EXPECTATIONS FOR THE CFO/COO BASED ON MANAGEMENT, BUDGET, FUNDING, AND REPRESENTATION IN THE COUNTIES/COMMUNITIES EFFORTS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SENIOR FRIENDSHIP CENTERS FOUNDATION INC
501(C)(3) · PROVIDES FINANCIAL AND FUNDRAISING SUPPORT FOR SFC, INC. · FL · controlled entity
Directly controlled by SENIOR FRIENDSHIP CENTERS INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (1)
T · TRUST · FL · controlled entity
Directly controlled by SENIOR FRIENDSHIP CENTERS INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303179349301415
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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