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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2,193,628
1,500,123
1,186,280
1,629,849
1,840,151
8,350,031
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
2,193,628
1,500,123
1,186,280
1,629,849
1,840,151
8,350,031
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)..
92,351
6
Public support. Subtract line 5 from line 4.
8,257,680
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
2,193,628
1,500,123
1,186,280
1,629,849
1,840,151
8,350,031
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
97,988
54,840
43,724
38,029
26,368
260,949
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
87,435
69,501
81,767
80,449
100,749
419,901
11
Total support (Add lines 7 through 10).
9,030,881
12
Gross receipts from related activities, etc. (see instructions)
..................
12
47,791,715
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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
91.440 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
92.040 %
16a
33 1/3% support test—2013.
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—2012.
If the organization did not check a 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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SENIOR FRIENDSHIP CENTERS INC
Employer identification number
59-1522614
Return Reference
Explanation
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION
SENIOR FRIENDSHIP CENTERS, INC. WAS FOUNDED IN 1973 TO HELP SENIORS MAINTAIN THEIR INDEPENDENCE AND TO PREVENT PREMATURE INSTITUTIONALIZATION. THE MISSION IS TO SUPPORT HEALTH, DIGNITY AND QUALITY OF LIFE ON THE JOURNEY OF AGING. THE ORGANIZATION OFFERS A MYRIAD OF SERVICES AND PROGRAMS TO ADDRESS THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF THE AGING POPULATION AND THEIR FAMILIES. NATIONALLY ACCREDITED AND RENOWNED SENIOR CENTERS HOST A VARIETY OF HEALTHY AGING SERVICES INCLUDING LIFELONG LEARNING, TECHNOLOGY PROGRAMS, ENTERTAINMENT BY VOLUNTEER RETIRED PROFESSIONAL MUSICIANS, WELLNESS PROGRAMS AND EXERCISE. NATIONALLY RECOGNIZED AND AWARD-WINNING CLINICS OFFER A UNIQUE HEALTHCARE SAFETY NET WHERE RETIRED VOLUNTEER PHYSICIANS AND DENTISTS PROVIDE CARE FOR FINANCIALLY QUALIFIED LOW-INCOME SENIORS. NUTRITIOUS LUNCHES ARE OFFERED DAILY AT NUMEROUS COMMUNITY-BASED DINING SITES AS WELL AS AT THE MAIN HUB SENIOR CENTERS. AT THOSE LOCATIONS SENIORS ARE ALSO ENGAGED IN SOCIALIZATION, EXERCISE, AND VOLUNTEERISM. CAREGIVER AND FAMILY SUPPORT PROGRAMS LIKE ADULT DAY CARE AND ALZHEIMER'S SERVICES, EDUCATION PROGRAMS AND SUPPORT GROUPS CREATE A TRUSTED HAVEN DURING SOME OF THE MOST DIFFICULT TIMES IN LIFE. SPECIAL SUPPORTIVE AGING PROGRAMS INCLUDE HOME DELIVERED MEALS, IN-HOME CARE, AND THE FRIENDSHIP AT HOME PROGRAM WHERE SPECIALLY TRAINED AND SCREENED VOLUNTEERS ARE PAIRED WITH A HOME-BOUND ELDER IN NEED OF A CARING CONNECTION. FOR THOUSANDS OF OLDER ADULTS, SENIOR FRIENDSHIP CENTERS IS THERE THROUGHOUT THE JOURNEY OF AGING.
FORM 990, PART I, LINE 6
VOLUNTEERS ARE THE BACKBONE OF THE ORGANIZATION, OFTEN PROVIDING MANY PRIMARY AND SUPPLEMENTAL SERVICES THAT WOULD OTHERWISE REQUIRE STAFFING. THIS METHOD FOR BUILDING CAPACITY ALLOWS SCARCE FINANCIAL RESOURCES TO STRETCH MUCH FARTHER. VOLUNTEERS ASSIST WITH THE DELIVERY OF MEALS TO HOMEBOUND SENIORS AS WELL AS WITH THE CONGREGATE MEAL PROGRAMS. CLASSES AND DANCING BANDS ARE LEAD BY VOLUNTEERS IN THE SENIOR CENTERS, AND OFFER TRAINING IN THE CAREGIVER RESOURCE CENTERS. VOLUNTEER ALSO PROVIDE GENERAL PROGRAM AND ADMINISTRATIVE SUPPORT. HEALTH CLINICS ARE STAFFED BY RETIRED VOLUNTEER PHYSICIANS, DENTISTS, NURSES AND SUPPORT ANCILLARY STAFF DELIVER QUALITY MEDICAL AND DENTAL CARE AT THE FRIENDSHIP CLINICS. SELF-DESIGNED AND DIRECTED VOLUNTEER OPPORTUNITIES ARE ENCOURAGED AND SUPPORTED, AND ARE IN THEMSELVES, POSITIVE ELEMENTS OF HEALTHY AGING.
FORM 990, PART VI, SECTION B, LINE 11
INTERNAL REVIEW OF FORM 990 BY EXECUTIVE STAFF AND REVIEW OF COMPLETED FORM 990 WITH FINANCE COMMITTEE OF SENIOR FRIENDSHIP CENTERS BOARD OF GOVERNORS.
FORM 990, PART VI, SECTION B, LINE 12C
EACH NEW BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. WHILE SERVING ON THE SFC BOARD, BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE BOARD CHAIR OR THE PRESIDENT/CEO IF ANY CONFLICTS ARISE. A BOARD QUESTIONNAIRE REQUIRES BOARD MEMBERS TO SPECIFICALLY IDENTIFY ANY OTHER AFFILIATIONS. THIS BOARD QUESTIONNAIRE IS REVIEWED BY THE CEO.
FORM 990, PART VI, SECTION B, LINE 15
APPROPRIATE SALARIES FOR OFFICERS AND KEY EMPLOYEES OF SENIOR FRIENDSHIP CENTERS ARE DETERMINED BY REVIEWING A COMPENSATION AND BENEFITS REPORT PREPARED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. IN THIS REPORT, REGIONAL POSITIONS AND SALARIES ARE COMPARED BASED ON OPERATIONAL SIZE AND ANNUAL BUDGET TO ASSIST AREA NONPROFITS. THIS REPORT WAS 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.
FORM 990, PART XI, LINE 9:
CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 112,495.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS
THE FINANCE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND WITH THE SELECTION OF INDEPENDENT AUDITORS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.