Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SENIOR FRIENDSHIP CENTERS INC
Employer identification number
59-1522614
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,139,078
1,007,782
2,520,356
2,193,628
1,500,123
8,360,967
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
1,139,078
1,007,782
2,520,356
2,193,628
1,500,123
8,360,967
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
8,805
6
Public Support. Subtract line 5 from line 4.
8,352,162
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
1,139,078
1,007,782
2,520,356
2,193,628
1,500,123
8,360,967
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
186,472
187,841
154,933
97,988
54,840
682,074
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
143,240
49,637
38,707
87,435
69,501
388,520
11
Total support (Add lines 7 through 10).
9,431,561
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
48,592,531
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
88.560 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
86.010 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SENIOR FRIENDSHIP CENTERS INC
Employer identification number
59-1522614
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 4
THE BY-LAWS WERE UPDATED. THE CHANGES DO NOT SIGNIFICANTLY CHANGE OR ALTER THE PURPOSE OR INTENT OF THE ORIGINAL BY-LAW. A LARGE PERCENTAGE OF THE CHANGES ARE TO THE VERBIAGE. THE MORE SUBSTANTIAL CHANGES ARE DETAILED BELOW: SECTION 2.4 ROLE OF BOARD OF GOVERNORS WAS MODIFIED TO MORE ACCURATELY DEFINE THE EXPECTATION OF THE BOARD FOR SENIOR FRIENDSHIP CENTERS. SECTION 3.1 REGULAR MEETINGS WAS MODIFIED TO INCLUDE ADDITIONAL REGIONAL BOARD MEETINGS THAT ARE TO BE INFORMAL IN NATURE WITH MORE DIRECT DISCUSSION BETWEEN BOARD MEMBERS AND EXECUTIVE STAFF. SECTION 3.13 ORIENTATION MODIFY WORDING TO INCLUDE NEW MEMBERS SHALL BE TRAINED IN BASIC FUNCTION OF THE ORGANIZATION AND ITS OPERATION. SECTION 4.5 TREASURER MODIFY WORDING TO STATE THAT TREASURER SHALL, NOT MAY, SERVE AS CHAIR OF THE FINANCE AND AUDIT COMMITTEE. SECTION 5.2 FINANCE AND AUDIT COMMITTEE CHANGED FROM STANDING COMMITTEES AND DEFINES THE ROLE OF THIS COMMITTEE. SECTION 5.3 HUMAN RESOURCE COMMITTEE CHANGED FROM MEETINGS AND DEFINES THE ROLE OF THIS COMMITTEE. SECTION 5.5 OTHER BOARD COMMITTEES WAS CREATED TO ALLOW FOR MORE BOARD PARTICIPATION IN EVOLVING MATTERS RELATED TO THE ORGANIZATION. SECTIONS 5.6 OTHER COMMITTEES AND TASKFORCE WAS ADDED TO ALLOW FOR ORGANIZATIONAL AND OPERATIONAL MATTERS TO BE REVIEWED AND EXAMINED IN MORE DETAIL AT THE DIRECTION OF THE BOARD AND WITH BOARD INVOLVEMENT. SECTIONS 5.7 PROPERTIES COMMITTEE ELIMINATED DUE TO THE CREATION OF NEWLY DEFINED BOARD COMMITTEES. SECTIONS 5.8 COMMUNITY DEVELOPMENT COMMITTEE ELIMINATED DUE TO THE CREATION OF NEWLY DEFINED BOARD COMMITTEES. SECTIONS 5.9 MISSION COMMITTEE ELIMINATED DUE TO THE CREATION OF NEWLY DEFINED BOARD COMMITTEES. SECTIONS 5.10 SPECIAL COMMITTEE ELIMINATED DUE TO THE CREATION OF NEWLY DEFINED BOARD COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11
INTERNAL REVIEW OF FORM 990 BY EXECUTIVE STAFF AND REVIEW OF COMPLETED FROM 990 WITH FINANCE COMMITTEE OF SENIOR FRIENDSHIP CENTERS BOARD OF GOVERNORS.
FORM 990, PART VI, SECTION B, LINE 12C
EACH NEW BOARD MEMBER IS ASKED IF THEY HAVE ANY CONFLICTS OF INTEREST REGARDING SERVING ON THE SFC BOARD. BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE BOARD CHAIR OR THE PRESIDENT IF ANY CONFLICTS ARISE. A BOARD QUESTIONNAIRE IS UTILIZED THAT REQUIRES BOARD MEMBERS TO SPECIFICALLY IDENTIFY ANY AFFILIATIONS. THIS BOARD QUESTIONNAIRE IS REVIEWED BY THE CFO.
FORM 990, PART VI, SECTION B, LINE 15
OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS SALARIES ARE ESTABLISHED AND COMPARED TO A LOCAL NONPROFIT COMPENSATION AND BENEFITS REPORT COMPLETED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, LAST UPDATED IN 2010.
FORM 990, PART VI, SECTION C, LINE 19
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED GAINS ON INVESTMENTS: 33,326. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -41,621. TOTAL TO FORM 990, PART XI, LINE 5: -8,295.
FORM 990, PART XI, LINE 2C:
THE FINANCE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND WITH THE SELECTION OF INDEPENDENT AUDITORS.
VOLUNTEERS
FORM 990, PART I, LINE 6
VOLUNTEERS PROVIDE MANY SERVICE TO SENIOR FRIENDSHIP CENTERS THAT WOULD OTHERWISE REQUIRE STAFFING. VOLUNTEERS ASSIST WITH THE DELIVERY OF MEALS TO HOME BOUND SENIORS, ASSISTING WITH CONGREGATE MEAL PROGRAMS, LEADING CLASSES IN OUR SENIOR CENTERS, ASSISTING IN THE HEALTH CLINICS, WORKING OUR SNACK BARS, PROVIDE GENERAL OFFICE FILING AND CASH COUNTING, AND GREETING PEOPLE AS THEY ENTER OUR FACILITIES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.