Totals
- Total revenue
- $51,337,376
- Total expenses
- $56,022,838
- Contributions and grants received
- $96,626
- Grants paid
- $5,165,694
- Program service revenue
- $47,200,566
- Investment income
- $2,162,760
- Other revenue
- $1,877,424
- Total assets, end of year
- $197,530,335
- Total liabilities, end of year
- $155,923,561
- Net assets or fund balances, end of year
- $41,606,774
- Program services expenses (Part IX)
- $43,872,027
- Management and general expenses
- $12,150,811
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $43,872,027
Program services were 78.3% 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.
-
1d · Related organizations
$60,910
-
1e · Government grants (contributions)
$31,716
-
1f · All other contributions, gifts and grants
$4,000
-
2a · Program service revenue: RESIDENT SERVICES
total $28,254,322 · related or exempt $28,254,322
-
2b · Program service revenue: HOME/ COMMUNITY SVCS
total $7,664,030 · related or exempt $7,664,030
-
2c · Program service revenue: NON RESIDENT PATIENT SERVICES
total $5,995,331 · related or exempt $5,995,331
-
2d · Program service revenue: THERAPY
total $2,875,171 · related or exempt $2,875,171
-
2e · Program service revenue: MEDICAL SERVICES
total $1,316,221 · related or exempt $1,316,221
-
2f · All other program service revenue
total $1,095,491 · related or exempt $1,095,491
-
3 · Investment income
total $1,831,713 · unrelated business -$11,007 · excluded $1,842,720
-
4 · Income from investment of tax-exempt bond proceeds
total $461 · excluded $461
-
6a · Gross rents
real property $94,495
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $94,495
-
6d · Net rental income or loss
total $94,495 · excluded $94,495
-
7a · Gross sales of assets other than inventory
securities $3,582,879
-
7b · Less cost or other basis and sales expenses
securities $3,175,192 · other assets $77,101
-
7c · Gain or loss
securities $407,687 · other assets -$77,101
-
7d · Net gain or loss
total $330,586 · excluded $330,586
-
11a · Other revenue: CABLE
total $466,018 · excluded $466,018
-
11b · Other revenue: MAINTENANCE
total $373,531 · excluded $373,531
-
11c · Other revenue: CAFETERIA
total $177,594 · excluded $177,594
-
11d · All other revenue
total $765,786 · excluded $765,786
-
11e · Other revenue, total
$1,782,929
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,165,694 · program services $5,165,694
-
5 · Compensation of officers, directors and key employees
total $2,290,706 · program services $1,786,271 · management and general $504,435
-
7 · Other salaries and wages
total $19,511,652 · program services $15,227,528 · management and general $4,284,124
-
8 · Pension plan contributions
total $486,624 · program services $379,774 · management and general $106,850
-
9 · Other employee benefits
total $1,655,002 · program services $1,291,476 · management and general $363,526
-
10 · Payroll taxes
total $2,204,774 · program services $1,680,853 · management and general $523,921
-
11a · Fees: management
total $2,014,891 · program services $1,571,193 · management and general $443,698
-
11b · Fees: legal
total $435,944 · program services $8,120 · management and general $427,824
-
11c · Fees: accounting
total $289,349 · management and general $289,349
-
11d · Fees: lobbying
total $1,190 · management and general $1,190
-
11f · Fees: investment management
total $10,475 · management and general $10,475
-
11g · Fees: other
total $201,570 · program services $114,275 · management and general $87,295
-
12 · Advertising and promotion
total $1,333,885 · program services $851,432 · management and general $482,453
-
13 · Office expenses
total $1,198,633 · program services $843,196 · management and general $355,437
-
14 · Information technology
total $273,673 · management and general $273,673
-
16 · Occupancy
total $2,905,584 · program services $2,789,361 · management and general $116,223
-
19 · Conferences, conventions and meetings
total $96,676 · program services $38,984 · management and general $57,692
-
20 · Interest
total $2,157,581 · program services $1,618,186 · management and general $539,395
-
22 · Depreciation, depletion and amortization
total $5,866,413 · program services $4,399,810 · management and general $1,466,603
-
23 · Insurance
total $687,465 · program services $659,966 · management and general $27,499
-
24a · Other expenses: FOOD SERVICES
total $6,354,253 · program services $4,954,986 · management and general $1,399,267
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $604,211 · program services $466,930 · management and general $137,281
-
24c · Other expenses: BAD DEBTS
total $183,000 · management and general $183,000
-
24d · Other expenses: LICENSES & FEES
total $93,593 · program services $23,992 · management and general $69,601
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,639,789 · end of year $1,186,065
-
2 · Savings and temporary cash investments
beginning of year $1,015,629 · end of year $1,036,800
-
4 · Accounts receivable
beginning of year $3,925,949 · end of year $4,486,143
-
8 · Inventories for sale or use
beginning of year $20,104 · end of year $20,104
-
9 · Prepaid expenses and deferred charges
beginning of year $880,495 · end of year $927,947
-
10a · Land, buildings and equipment: cost or other basis
$214,596,916
-
10b · Land, buildings and equipment: accumulated depreciation
$75,017,048
-
10c · Land, buildings and equipment, net
beginning of year $126,913,738 · end of year $139,579,868
-
11 · Investments: publicly traded securities
beginning of year $54,574,156 · end of year $40,677,217
-
12 · Investments: other securities
beginning of year $6,564,792 · end of year $4,978,580
-
13 · Investments: program-related
beginning of year $3,292,295 · end of year $4,277,815
-
14 · Intangible assets
beginning of year $50,055 · end of year $50,055
-
15 · Other assets
beginning of year $48,316 · end of year $309,741
-
17 · Accounts payable and accrued expenses
beginning of year $5,050,655 · end of year $8,471,029
-
18 · Grants payable
beginning of year $31,716 · end of year $0
-
19 · Deferred revenue
beginning of year $17,341,689 · end of year $17,512,683
-
20 · Tax-exempt bond liabilities
beginning of year $84,469,558 · end of year $82,972,025
-
21 · Escrow or custodial account liability
beginning of year $190,053 · end of year $218,358
-
23 · Secured mortgages and notes payable
beginning of year $9,385,507 · end of year $9,219,114
-
24 · Unsecured notes and loans payable
beginning of year $744,480 · end of year $625,903
-
25 · Other liabilities
beginning of year $28,644,090 · end of year $36,904,449
-
27 · Net assets without donor restrictions
beginning of year $50,775,275 · end of year $37,328,959
-
28 · Net assets with donor restrictions
beginning of year $3,292,295 · end of year $4,277,815
Mission and programs · 2022
Mission
TO SERVE SENIORS OF VARIED BACKGROUNDS THROUGH OUR CHRIST-CENTERED COMMUNITY, BRINGING THEM TOGETHER IN MUTUAL RESPECT AND UNITY. WE PROVIDE SENIORS IN NEED WITH THE HIGHEST QUALITY OF SERVICES THAT FOSTER LONG-TERM HEALTH, PERSONAL INDEPENDENCE, SPIRITUAL GROWTH, AND FELLOWSHIP. OUR FOUNDATION IS THE WORD OF GOD, BOTH THE OLD AND NEW TESTAMENTS, WHICH GOVERNS OUR FAITH AND LIFE.
Activities or mission (Part I)
TO SERVE SENIORS OF VARIED BACKGROUNDS THROUGH OUR CHRIST-CENTERED COMMUNITY.
-
FELLOWSHIP VILLAGE, INC, OPERATING OUT OF BASKING RIDGE, NEW JERSEY, IS A NOT-FOR-PROFIT FAITH BASED PROVIDER OF SENIOR LIVING COMMUNITIES, SERVICES AND PROGRAMS AND EMBODIES A CULTURE OF HOSPITALITY AND EXCELLENCE. WE SERVE SENIORS OF ALL BELIEFS AND BACKGROUNDS WHO WISH TO ENJOY INDEPENDENCE, FELLOWSHIP, COMPASSIONATE CARE AND ACCESS TO A WIDE RANGE OF SERVICES INCLUDING LIFE PLAN COMMUNITY (CONTINUING CARE RETIREMENT COMMUNITY/CCRC), INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, SKILLED NURSING, REHABILITATION, THERAPY AT HOME, FITNESS TRAINING, HOME CARE, CONCIERGE SERVICES, HOSPICE, MEDICAL SERVICES, CARE MANAGEMENT AND LONG TERM CARE PLANS.FELLOWSHIP VILLAGE SERVES OVER 400 RESIDENTS AND ON ITS CAMPUS HAS 257 APARTMENTS, VILLAS, COTTAGES, AND FREESTANDING HOMES THAT COMPRISE THE INDEPENDENT LIVING SECTION OF THE COMMUNITY. FELLOWSHIP VILLAGE OFFERS A FULL CONTINUUM OF SERVICES FROM INDEPENDENT LIVING TO RESPITE CARE. FELLOWSHIP HAS 81 ASSISTED LIVING ROOMS WHICH ALSO HAVE A SPECIALIZED MEMORY CARE PROGRAM AND 54 SKILLED NURSING BEDS. RESIDENTS ARE SUPPORTED BY THE REHABILITATION AND WELLNESS CENTER AND MEDICAL CENTER OF THE COMMUNITY. FELLOWSHIP VILLAGE ALSO OFFERS HOME COMMUNITY BASED SERVICES THAT ARE DESIGNED TO DELIVER SERVICES TO SENIORS INSIDE THEIR OWN HOME. FELLOWSHIP VILLAGE OFFERS MORE THAN 30 RESIDENT AND MEMBER DRIVEN CLUBS, ACTIVITIES, AND COMMITTEES FOR THOSE WANTING A MORE ACTIVE LIFESTYLE.
Expenses $43,872,027 · Grants $5,165,694 · Revenue $47,200,566
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stanley Morin CPASTANLEY MORIN CPA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey ZennaJEFFREY ZENNA
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Ralph AcquavivaRALPH ACQUAVIVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rulene DifrancescoRULENE DIFRANCESCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William DobsonWILLIAM DOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave L JonesDAVE L JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judy PasnickJUDY PASNICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne ShuggSUZANNE SHUGG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ronald WhalinRONALD WHALIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James P HuetherJAMES P HUETHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick MorleyRICK MORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian G LawrenceBRIAN G LAWRENCE
PRESIDENT & CEO
- Total calculated
- $854,598
- From this org
- $786,490
- From related orgs
- $0
- Other
- $68,108
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $588,865
- Bonus
- $115,000
- Other
- $82,625
- Deferred
- $60,675
- Nontaxable benefits
- $7,433
- Filer's total
- $854,598
-
Mark F MazzellaMARK F MAZZELLA
CHIEF FINANCIAL OFFICER
- Total calculated
- $290,591
- From this org
- $267,375
- From related orgs
- $0
- Other
- $23,216
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,375
- Bonus
- $23,000
- Other
- $0
- Deferred
- $9,669
- Nontaxable benefits
- $13,547
- Filer's total
- $290,591
-
Jack ElliasJACK ELLIAS
VP HEALTH SERVICES
- Total calculated
- $240,106
- From this org
- $222,829
- From related orgs
- $0
- Other
- $17,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,454
- Bonus
- $13,375
- Other
- $0
- Deferred
- $8,282
- Nontaxable benefits
- $8,995
- Filer's total
- $240,106
-
Elizabeth FandelELIZABETH FANDEL
SVP HCBS
- Total calculated
- $253,896
- From this org
- $241,494
- From related orgs
- $0
- Other
- $12,402
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,494
- Bonus
- $17,000
- Other
- $0
- Deferred
- $8,632
- Nontaxable benefits
- $3,770
- Filer's total
- $253,896
-
Mark AguilarMARK AGUILAR
EXECUTIVE DIRECTOR
- Total calculated
- $271,793
- From this org
- $255,655
- From related orgs
- $0
- Other
- $16,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,655
- Bonus
- $15,000
- Other
- $0
- Deferred
- $9,401
- Nontaxable benefits
- $6,737
- Filer's total
- $271,793
-
Kelli MillsKELLI MILLS
EXECUTIVE DIRECTOR
- Total calculated
- $192,421
- From this org
- $181,419
- From related orgs
- $0
- Other
- $11,002
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,419
- Bonus
- $13,000
- Other
- $0
- Deferred
- $2,254
- Nontaxable benefits
- $8,748
- Filer's total
- $192,421
-
Laura SharpLAURA SHARP
DIRECTOR OF CLINICAL OPERATIONS
- Total calculated
- $187,302
- From this org
- $176,304
- From related orgs
- $0
- Other
- $10,998
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,054
- Bonus
- $8,250
- Other
- $0
- Deferred
- $6,412
- Nontaxable benefits
- $4,586
- Filer's total
- $187,302
-
Nicholas BottaroNICHOLAS BOTTARO
VP OF SALES & MARKETING
- Total calculated
- $143,410
- From this org
- $133,571
- From related orgs
- $0
- Other
- $9,839
- Hours/week
- 40
-
Marcy BurachMARCY BURACH
DIRECTOR OF SALES
- Total calculated
- $160,655
- From this org
- $144,926
- From related orgs
- $0
- Other
- $15,729
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,426
- Bonus
- $30,500
- Other
- $0
- Deferred
- $3,057
- Nontaxable benefits
- $12,672
- Filer's total
- $160,655
-
Dr Arthur SheppellDR ARTHUR SHEPPELL
MEDICAL DIRECTOR
- Total calculated
- $320,475
- From this org
- $300,776
- From related orgs
- $0
- Other
- $19,699
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,992
- Bonus
- $10,784
- Other
- $0
- Deferred
- $3,019
- Nontaxable benefits
- $16,680
- Filer's total
- $320,475
-
Vera AddyVERA ADDY
REGISTERED NURSE
- Total calculated
- $164,149
- From this org
- $158,598
- From related orgs
- $0
- Other
- $5,551
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,183
- Bonus
- $3,415
- Other
- $0
- Deferred
- $5,551
- Nontaxable benefits
- $0
- Filer's total
- $164,149
-
Christopher BlackCHRISTOPHER BLACK
DIRECTOR OF BUILDING PROJECTS
- Total calculated
- $140,963
- From this org
- $133,124
- From related orgs
- $0
- Other
- $7,839
- Hours/week
- 40
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 committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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 3
- 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.
- 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.
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
-
$5,155,144
GENERAL OPERATIONS
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.
-
501(C)(3) · FUNDRAISING · NJ
Directly controlled by FELLOWSHIPLIFE INC
-
501(C)(3) · PARENT COMPANY · NJ
-
501(C)(3) · RETIREMENT COMMUNITY · NJ
Directly controlled by FELLOWSHIPLIFE INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349321083
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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