Senior Friendship Centers Inc
1888 Brother Geenen Way
Sarasota FL 34236
To promote health, dignity and quality of life throughout the journey of aging.
CEO/Executive Director Mr. Robert J. Carter
Board Chair Mrs. Kathy Silverberg
Board Chair Affiliation Community Volunteer
General Info
Organization DBA
The Friendship Centers
Supported Organization
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1973
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Apr 2016
State Registration Yes 0
IRS Letter of Determination
Financial Summary
Projected Revenue $13,653,089.00
Projected Expenses $13,653,090.00
Other Documents
Impact Statement
The Friendship Centers was THE safety net for more than 14,000 seniors living on the southwest coast of Florida in 2014.  We provided over a half million individual "units of service" to those seniors: medical and dental services, caregiving, meals, exercise classes, lifelong learning, economic assistance, and socialization.   

Goal: Empower older adults to live active, healthy lives to improve all aspects of health.

In Sarasota County, more than 2,000 individuals come through our senior centers on a yearly basis to seek out programs and activities that promote good physical health through exercise and wellness programs. More than 700 individuals come through our Caregiver Resource Centers looking for assistance and support and solutions to the many changes that come with being a care giver. Education and support groups available at the Friendship Centers are supported by local community partners.

Goal: Promote good nutrition and physical activity to maintain healthy lifestyles.

More than 132,000 were delivered to homebound seniors in 2014, and more than 136,000 meals were served to diners in our congregate meal program. Additional services such as Nutrition Education presentations and one on one nutrition counseling were made available to seniors at our dining sites throughout the four counties where we serve meals. Additional resources include the food bag program, assistance with applying for food stamps, community meal schedules, holiday and breakfast options, hurricane preparedness, and opportunities for fitness and wellness activities.

Goal: To provide crisis/supportive intervention and help promote financial stability through education and community resources.

More than 1,000 clients are assisted annually through emergency funds to alleviate a crisis situation which in many cases helps seniors to remain in their own homes. The Friendship at Home Program reaches out to homebound seniors who are struggling with making the decision to pay for electric, rent or medications. Additional resources such as financial counseling are available which assists individuals to review income and expenses and help find services they might not have been aware they were eligible for.

Goal: Continue enhancing health information exchange between partners to enhance consumer health.

 Goal: To continue the health information exchange between community partners to enhance consumer health. 

The Friendship Centers’ Centers for Healthy Aging medical and dental clinics are part of a System of Care Collaboration which consists of a partnership with the Florida Department of Health in Sarasota County and Sarasota Memorial Hospital. This collaboration is a strategic plan to ensure thousands of low income and uninsured adults age 50 and over establish a medical home, coordinate plans of care, manage chronic conditions and provide education and prevention resources for health care.  Our volunteer physicians, dentists and nurses provided more than 17,000 patient visits in 2014.

Needs Statement
  • Friendship at Home/Crisis Intervention  Emergency funds address at-risk senior survival needs.  Friendship at Home reaches those frail, isolated, and struggling for basic necessities. $25,000 will help close the gap between growing needs and stagnant resources.
  • Nutritional Meals are served at hub senior centers and are delivered to the homebound.  Federal funding is threatened for additional cuts. Private support in the amount of $35,000 will ensure seniors don’t go to bed hungry. 
  • Health Care Low-income, uninsured older adults receive medical/dental care through SFC's clinics, reducing emergency room visits at local hospitals and saving taxpayers. Volunteer retired physicians, dentists and supports staff are needed and $60,000 will support this cost effective, life-saving program.
  • The Senior Economic Security Initiative guides seniors who are living at or below the Federal Poverty line to crucial community resources and works one-on-one to educate them on job searches,transportation solutions, and budgeting.  $25,000 would help us make an impact on the 16,000 Sarasota County residents who would qualify for this service.
  • Caregiver Support  With 34.86% of SW Florida's population aged 60+, we face unprecedented caregiving demands.  SFC's Caregiver Resource Centers support, educate and connect families to help. $10,000 will provide marketing dollars to increase private pay clientele, improving sustainability.
Background Statement

Hundreds of thousands of older adults in Southwest Florida have benefited from Friendship Centers' programs and services since its founding in 1973. 

 First Generation 1973-1990

When the Friendship Centers were  founded in 1973 by Brother William Geenen, CSC, the focus was seeking cutting edge solutions to the challenges facing older adults. When a problem arose, someone came forward to help address it. Soon a network of senior centers brought people together to enjoy a meal, activities and socialize. Meals were delivered to the homebound. Programs were added to help older adults live independently. Adult day services called The Living Rooms provided a safe and caring place for older adults allowing their caregivers to work or have a little free time. Healthcare for low income seniors was addressed by clinics staffed by volunteer physicians, dentists, pharmacists, nurses, aides and other health professionals through clinics that became a national model for the delivery of healthcare.
Second Generation 1991-2006
The Friendship Centers developed the infrastructure to support its rapid growth. The SFC Foundation and endowment funds were established. Technology increased efficiency in reporting and operations. Education and wellness programs emphasized active and healthy aging. Friendship at Home, helping seniors at risk and Falls Prevention programs were added; and volunteerism was emphasized. Growth in agency bureaucracies led to an increasingly complex funding climate. Governmental funding no longer kept up with needs, resulting in waitlists for services.
Third Generation 2007-2015
A comprehensive approach to sustainable programming was implemented, along with a new image, logo, mission and website. Caregiver Resource Centers were added. Greater local competition for philanthropic dollars and increasing governmental funding limitations necessitated more efficient business models, including enhanced community partnerships to improve services and share costs. Fundraising efforts including more grant writing increased to augment shortfalls.
Return on Investment
Striving to maximize services in the most efficient and cost effective manner FC saves communities hundreds of thousands of dollars annually by consolidating resources under a single administrative umbrella, and working closely and cooperatively with other agencies to avoid duplication of services. Senior campuses provide easy and convenient access to services. The vision of People Helping People is carried forward by nearly a thousand volunteers who give time valued at more than $4 million annually, fulfilling their need for meaning and purpose in life by helping others.
Areas Served
Areas Served
FL- Charlotte
FL- Lee
FL- DeSoto
FL- Manatee
FL- Sarasota
Service Categories
Primary Org Type Human Services
Secondary Org Type Health Care
Tertiary Org Type Food, Agriculture & Nutrition
Senior healthy aging, volunteerism, supportive services, SFC, older adult daycare, community partnership
Statement from the Board Chair/Board President

Southwest Florida has long been a preferred destination for older adults, whether here year round or as permanent residents. Brother William Geenen, a man of great vision and compassion, visiting the area in 1973 recognized that many of these older residents were suffering the ravages of loneliness, poor heath and economic hardship. He quickly transformed his vision to enhance the lives of this population into reality by establishing the Senior Friendship Centers. Though the initial effort was housed in a small building near St. Martha’s Catholic Church in downtown Sarasota, he used the plural name for his organization because he foresaw the need for a series of centers and service locations throughout the area.

Since then, the Friendship Centers has grown to serve seniors in five counties and to encompass educational opportunities, health clinics, day services, support groups and nutrition programs all the while increasing social interaction. Following Brother Geenen’s slogan of “People Helping People,” the organization lives its mission through the work of volunteers who number in the thousands and enjoy the enriching experience of serving others.

As the number of older Americans grows at an increasingly rapid rate, the Friendship Centers continues to offer new programs and services to meet the changing needs of this demographic. It should be noted that the work of the Friendship Centers is vital to the success of the greater community, since healthy, engaged older adults not only reduce the demand for publicly-supported services but also contribute their time, talents and experience to people and organizations across the spectrum.

Those of us involved with the Friendship Centers consider it an honor to be involved in such a vibrant, efficient and exciting organization and we welcome the interest and participation of community partners in our continuing effort to enhance quality of life throughout the journey of aging.

Statement from the CEO/Executive Director

The Friendship Centers’ Center for Healthy Aging is a national model of healthcare for low income and uninsured adults. Since 1985, clinics in Sarasota, Venice, Naples and Fort Myers save their communities many millions of dollars. Retired volunteer physicians, dentists, nurses, pharmacists, hygienists, and ancillary staff contribute time valued in excess of $2.2 million annually in Sarasota County alone, serving 2,623 patients, providing 10,839 patient visits, and offering medication assistance valued at more than $350,000 each year. Physicians operate under a limited license with the State of Florida in cooperation with the County Public Health units. Volunteers appreciate more time with patients than traditional practice permits and ongoing professional interaction with colleagues, as well as the opportunity to mentor college and university students who are introduced to gerontological medicine as interns at the clinic.

Budget $1,711,864
Category Health Care, General/Other Health Diagnostic, Intervention & Treatment Services
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated
Short Term Success

In 2014, Friendship Centers’ clinics treated 2,623 unduplicated patients for medical and dental care. The total number ---exceeded 10,000 visits.

Long Term Success
Every day in our clinics, we see patients whose lives are transformed as a result of access to health and dental care. A smile restored means new confidence - from finding a job, to feeling comfortable and connected to one's community. Our volunteer doctors not only diagnose and treat basic illnesses, but also .work within the medical community to help patients access treatment As part of a community-wide healthcare safety net, the Centers' ultimate long-term goal is that 90% of low-income seniors have their medical and dental needs met through partnerships between Senior Friendship Centers, Public Health, local practitioners, labs, surgical centers and the formal heatlhcare systems. Chronic disease management, health and dental education, screenings and wellness programs will create a system and process to develop a savvy consumer clientele empowered to improve their lifestyle and therefore their ultimate health situation. Volunteer physicians, dentists, nurses and pharmacists will participate in this ongoing education and care, investing valuable time and expertise to improve overall community health and saving taxpayers by preventing the number of indigents misusing emergency rooms or requiring preventable hospital stays.
Program Success Monitoring
Numbers were  tracked through an appointment record-keeping system providing monthly unduplicated numbers as well as total number of patient visits.

Patients will be surveyed randomly throughout the year to rate level of care and service. This feedback is shared with paid and volunteer staff and used to adapt and improve processes and service.
Program Success Examples
A major focus for the Centers for Healthy Aging is chronic disease management - diabetes, high blood pressure, heart conditions - just to name a few. Approximately 80% of the patients enter the clinic with untreated or undiagnosed health conditions that, unmanaged, could lead to premature institutionalization or even death. After just a few short visits with a caring, volunteer healthcare professional, the majority of these patients return to a normal lifestyle with their condition under control. Screenings, early detection and treatment for cancer has saved literally thousands of lives since 1985.

In the dental program, proper oral health improves overall health and wellbeing. Beyond that, a partial or set of dentures for someone in their 50s or 60s who needs to work but is unemployed can mean a new lease on life, a job and self-sufficiency. With the ability to smile and interact with people again, their self esteem improves and hope is restored.

Friendship at Home offers emergency intervention for at risk seniors, coordinates community resources to assist with rent and utilities payments, home safety/improvement, and other services necessary to keep older adults living independently.  Friendship at Home volunteers serve as friendly visitors and telephone reassurance callers for homebound elders.   

Home Delivered Meals Designed to meet the recommended dietary intake for older adults, SFC meals are more than a meal, in many cases they become the only contact with the world for isolated elders.
Adult Day Services  The Living Rooms provide a warm atmosphere where participants enjoy companionship, activities and entertainment in a licensed, safe environment allowing needed personal or work time for their caregivers.
Caregiver Resource Centers  These one-stop locations offer access to local resources and caregiving information, education and connection to support, helping individuals and families throughout the caregiving journey. 
Budget $4,075,988
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled
Short Term Success

In 2014, the FAH program helped over 1600 clients, providing 11,896 hours of service. This includes assistance with the payment of utility bill, mortgage, rent, food, friendly visitors, telephone reassurance callers, handyman and chore services, financial stability counseling, and assistance with the application for food stamps and Medicaid.

In 2014. Friendship Centers Adult Day Services provided 74,161 hours of care, and the Caregiver Resource Center served 766 caregivers, providing classes and educational programs, support groups, and information on programs and services in the community.
Long Term Success
Senior Friendship Centers' supportive aging services have been helping older adults in Southwest Florida age with dignity and independence for more than four decades. They are an investment in the health and well being of a generation of older adults - some  at risk and vulnerable to economic challenges, those who are isolated and alone, those who need assistance due to physical or mental challenges, and their caregivers. The need for these services continue to grow, met by our Friendship at Home, Home Delivered Meals, Adult Day Services and Caregiver Resource Centers which have successfully helped thousands of older adults in our communities deal with some of the most difficult challenges of aging. The demand will continue to growing with more people living longer than ever before. 
Program Success Monitoring The FAH, Nutrition and Senior Center programs are closely monitored by the Health and Human Services Division of Sarasota County Contracted Human Services. Additional oversight and technical assistance for Nutrition Services are directed by the Area Agency on Aging, and the Florida Department of Elder Affairs. The Caregiver Resource Center is internally monitored, and client satisfaction surveys along with ongoing reports for grants received.
Program Success Examples Senior Friendship Centers Supportive Aging programs provide support in time of need for older adults - they are the place to turn, when all else fails. Program successes range from helping to pay a utility bill when a crisis arises, to providing meals to a couple who can no longer get out to get groceries to cook for themselves. For  Elizabeth Delaney, now 111 years old, and other who receive adult day services, they extend longevity. For caregivers, adult day services provide  the much needed break needed to care for themselves, or to work. The Caregiver Resource Centers extend their services into the community with with information, education and support.

Senior Centers Nationally accredited senior centers encourage healthy aging through exercise, entertainment, recreation, fitness, balance movement and falls prevention, lifelong learning and education. Senior Centers have become the place where seniors come to find services as well as to serve, through meaningful and purposeful volunteerism.

Friendship Cafes are welcoming venues offering meals and activities in social group settings, encouraging social interaction. Menus are developed to meet the recommended dietary intake for older adults. For more than 16% of seniors in Southwest Florida over the age of 60 facing the threat of hunger, SFC’s nutrition programs are literally a life-saver. 

Lifelong Learning  SFC sponsors the Road Scholar (formerly Elderhostel) international travel and education program, providing enrichment programs that draw on the rich cultural and natural beauty of the area.
Budget $2,633,273
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens Aging, Elderly, Senior Citizens Aging, Elderly, Senior Citizens
Short Term Success

In 2014 Senior Centers provided over 50, 000 visits for classes, programs and activities. New classes and programs are added continually to meet the growing need and interest of the older population. Clients report a high level of satisfaction with programming and report that participation in health and fitness activities have helped them live a healthier lifestyle. More than 136,000 individuals participated in the Congregate Meal program, providing a nutritious meal, education and counseling opportunities.

The Road Scholar lifelong learning program served 684 adult learners in 2014 from all over the country, introducing them to the cultural and natural resources of the area. 
Long Term Success Numerous studies have shown that the isolation and loneliness are major contributing factors to ill health as people age. The Friendship Centers have a 40 year history of providing a place where older adults benefit from activities, educational programs and social connection, as well as healthy meals served in a friendly atmosphere, all of which contribute to long-term wellness and longevity.  In 2014, 95% of Center attendees reported satisfaction with our programming, and 99% report that the increased socialization has helped improve their quality of life.
Program Success Monitoring In addition to ongoing monitoring and evaluation through client surveys, Senior Center and Congregate Dining programs are closely monitored by the Health and Human Services Division of Sarasota County Contracted Human Services. Additional oversight and technical assistance for Nutrition Services are directed by the Area Agency on Aging, and the Florida Department of Elder Affairs. SFC, Senior Centers are in the process of our third reaccreditation through the National Institute of Senior Centers, a division of the National Council on Aging. Our Lifelong Learning programs are evaluated through satisfaction surveys and reviewed by the national Road Scholar program.
Program Success Examples

Clients report a 95% overall satisfaction rate with regards to senior center programming and activities.  The Senior Center just completed a comprehensive participant survey with 25 questions aimed at identifying positive aspects of programs and services, while also examining areas that need improvement.  Through our Board of Directors and the strategic planning committee, a Socialization, Activities and Engagement Committee was formed to help gain insight into customer perception and focus on identifying new program opportunities and empower seniors to make informed choices. Expanded lifelong learning opportunities through the Road Scholar program attract new visitors to the area to explore our cultural and natural environment,and  contribute to the local economy while encouraging local “commuters" to explore what's in their own backyard.


Volunteer Services Over 1,000 volunteers serve in nearly every aspect of the organization. Volunteer physicians, dentists, pharmacists, nurses, aides and secretaries serve in our clinics. Volunteers serve meals at SFC neighborhood sites and deliver them to homebound seniors. At our nationally accredited senior centers, they teach classes and provide daily entertainment. Volunteers serve as friendly visitors and telephone reassurance callers to isolated seniors. They help in the adult day programs, and offer information and support to caregivers through the resource center. Volunteers help raise awareness through outreach, organize and host fundraising events and serve in an advisory capacity and on our Board.

RSVP The Retired & Senior Volunteer Program in Lee Co. sponsored through SFC is a federally funded program that matches volunteers 55 and older with community needs in high impact programs to improve quality of life: Healthy Futures, Economic Opportunities, and Education.  
Budget $470,515
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens General/Unspecified General/Unspecified
Short Term Success
Volunteers serve in every aspect of the organization, and are integral part of the its programs and services. In 2014, 1,024 volunteers contributed 68,882 hours with an in-kind value of $3,250,595. Focus on Friendship, a new program designed to help recruit, inform and retain volunteers has successfully broadened awareness and knowledge of programs and volunteer opportunities. Volunteer Services has also increased community outreach and networking opportunities with other agencies and organizations, targeting specific departmental needs, including the medical and dental clinics.The RSVP (Retire Senior and Volunteer Program) has broadened volunteer opportunities for older adults in specific program areas in the community at large in Lee County.
Long Term Success Since Senior Friendship Centers' founding in 1973, volunteers have been and continue to be at the core of  its success. As we move forward, the thriving volunteer base we have developed will be vital in engaging and in serving the approaching population age wave of boomers and the fast growing demographic of elders age 80+. This spirit of volunteerism will be a profound social and economic benefit for the organization and communities, providing cost-effective solutions and saving tax payers hundreds of thousands of dollars in the future. The reciprocal benefit for volunteers is personal satisfaction,  improved health and wellness ultimately, extended longevity.
Program Success Monitoring Each of these programs undergo regular monitoring  including volunteer satisfaction surveys, and reporting of volunteer hours. In addition,  RSVP in Lee County is  closely monitored by the Corporation for National and Community Service to ensure programs meet federal program guidelines. 
Program Success Examples For every paid staff member, there are approximately nine volunteers serving this organization, and indication of  how well volunteers are integrated into Senior Friendship Centers programs, and  how important important they are to its success on every level. The RSVP  program helps build capacity for extended community service, through outreach and volunteer recruitment, national days of service and special programs address community needs.
Program Comments by Organization
Health and Dental Clinics
It should be noted that although the budget for this program appears staggeringly generous, keep in mind the only volunteer value to be included in the organization's audit is that of the professional physicians, dentists and nurses. The Centers for Healthy Aging run on very lean staffing structure -- volunteers outnumber staff about 12 to one.
In actuality, the model for these clinics has changed with the economic and demographic environment. When the first clinic opened in 1985, patients were 60+ with many covered by Medicare. Over the years, in partnership with Public Health, that age criteria has been lowered -- first to 55 and then to 50 -- as the need began to grow in 2004. That segment is often unemployed, underemployed and uninsured. Public Health disallows the demand for a co-pay if a patient shows no income therefore drastically reducing the clinic's reimbursement capability.
Without Sarasota County and community support, we would be hard-pressed to provide this service. In fact, even with that support, these programs run below break even when factoring in write-offs for uncollectibles at each year-end.
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Mr. Robert J. Carter
CEO Term Start Aug 1987
CEO/Executive Director Email
Experience Bob Carter is President & CEO of Senior Friendship Centers, Inc. serving with this multi-faceted Southwest Florida regional non-profit organization since 1987. Bob has more than thirty years management experience in the non-profit sector including service as a U.S. Army Officer. He holds a Bachelors Degree from the University of Tampa, a Masters Degree in Public Administration from Suffolk University in Boston, and has completed graduate-level studies in Gerontology at the University of South Florida - Sarasota. A strong community builder and older adult advocate, Bob has served as President of the Florida Association of Service Providers, Trustee for the Florida Council on Aging, Delegate to the 2005 White House Conference on Aging, and Chairman of the Sarasota County Seniors Advisory Council. He currently serves in a variety of leadership roles for numerous area councils, alliances and boards.
Former CEOs/Executive Directors
Senior Staff
Mrs. Carla Bennison Vice President of Finance
Ms. Nancy Green-Irwin Executive Director Lee County
Ms. Erin McLeod Senior Vice President
Staff & Volunteer Statistics
Full Time Staff 69
Part Time Staff 54
Staff Retention Rate % 78
Professional Development Yes
Contractors 3
Volunteers 1024
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
From its inception, SFC has recognized the value of collaboration and works closely with various nonprofits and for-profit businesses to offer quality, cost-effective services and programs.

With the partnership of agencies like community foundations, United Way, Salvation Army, local food banks, and blood banks SFC is able to provide much needed resources to those most in need. Thanks to the cooperation of agencies/businesses like the Memory Disorder Clinic at Sarasota Memorial Healthcare System, Lee Memorial Healthcare System and Naples Community Hospital, the Alzheimer's Association, TideWell Hospice, JFCS, Easter Seals and Coastal Behavioral Healthcare, educational offerings are enhanced for seniors, families and caregivers. In-kind support from many for profit businesses provides products, supplies and sponsorships. Collaboration with local practicing physicians and healthcare organizations allows SFCs volunteer physicians and dentists to refer patients for required testing, screening and often surgical procedures.
In short, the family of People Helping People is far-reaching and those collaborations and partnerships make our community a better place to live, work and age.
National Meals on Wheels
Partnership for Philanthropic Planning
External Assessments and Accreditations
National Institute for Senior Centers - Senior Center Accreditation2015
Awards & Recognition
Innaugural Sapphire awardThe Blue Foundation for a Healthy Florida2006
Best Practices - Friendship at Home ProgramFlorida Council on Aging2003
Golden Appreciation Award Helen K. Fallert AwardSenior Solutions of Southwest Florida2005
Friendship Volunteer CenterNational Points of Light Foundation2004
Peter F. Drucker Award for Nonprofit Innovation -Fall Prevention InitiativePeter F. Drucker2006
National WinnerPaul Good Golden Softball Tournament2005
Outstanding Partner AwardCommunity Health Improvement Parternship2007
Award of Achievement in Older Volunteer Program Management, Centers for Healthy AgingMetlife Foundation and National Associatoin of Area Agencies on Aging2007
Best of Venice Caregiving CenterGondolier Sun Newspaper2014
Golden Choices AwardFlorida Department of Elder Affairs2010
Risk Management Provisions
General Property Coverage and Professional Liability
Automobile Insurance and Umbrella or Excess Insurance
Umbrella or Excess Insurance
Blanket Personal Property
Commercial General Insurance
Commercial General Liability
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Directors and Officers Policy
Fiduciary Liability
General Property Coverage
Liquor Liability
Special Event Liability
Workers Compensation and Employers' Liability
Government Licenses
Organization Licensed by the Government Yes
Fundraising Plan Yes
Communication Plan Yes
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted Dec 2014
Management Succession Plan Yes
Policies and Procedures Yes
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Management Comments by Organization
Management and succession planning was recently presented to the Board for review. It will be uploaded pending board approval.
The full board meets six times each year with additional regional meetings to discuss local issues.
Management Comments by Foundation
Board Chair
Board Chair Mrs. Kathy Silverberg
Company Affiliation Community Volunteer
Board Term Jan 2014 to Dec 2016
Board Chair Email
Board Members
Board Members
Mrs. Dale Adler MSWCommunity Volunteer
Dr. Richard Beebe MDCommunity Volunteer
Mr. Brian Bossak, PhD, MPH Community Volunteer
Mr. Robert J. Carter Pres & CEO, Senior Friendship Centers, Inc.
Mr. John Counsell Community Volunteer
Ms. Patricia Courtois C Suite Communications
Mr. Darrin Halsey Community Volunteer
Mr. Robert Harris Retired
Mr. F. Douglas Heinlen Community Volunteer
Mr. Kevin Maisch Community Volunteer
Mr. Lance McKinney Esq.Osterhout & McKinney, PA
Mr. R. Wayne Mullican Community Volunteer
Mr. Harold Ronson Retired
Dr. Gloria Schranz DDSVolunteer dentist
Ms. Kathy Silverberg Community Volunteer
Dr. Albert Tripodi Community Volunteer
Mr. Carmen Valenti Community Volunteer
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 13
Female 4
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 5
Board Meeting Attendance % 66
Board Self-Evaluation No
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Constituency Includes Client Representation Yes
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Communications / Promotion / Publicity / Public Relations
Human Resources / Personnel
Fiscal Affairs
Board Governance
Governance Comments by Organization
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2015
Projected Revenue $13,653,089.00
Projected Expenses $13,653,090.00
Endowment Value $6,830,099.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years? Yes
IRS Form 990s
990 20142014
Form 9902013
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
Government Contributions$0$0$0
Individual Contributions$916,894$1,416,249$1,213,659
Investment Income, Net of Losses$17,437$32,238$43,556
Membership Dues$0$0$0
Special Events$168,863$195,558$193,825
Revenue In-Kind$2,823,144$2,498,027$2,977,644
Expense Allocation
Fiscal Year201420132012
Program Expense$10,299,973$10,155,704$10,364,840
Administration Expense$1,384,699$1,297,057$1,298,704
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.981.000.97
Program Expense/Total Expenses88%89%89%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$8,108,455$8,293,711$8,106,639
Current Assets$3,209,235$3,906,766$3,920,196
Long-Term Liabilities$0$0$0
Current Liabilities$1,595,340$1,638,365$1,544,697
Total Net Assets$6,513,115$6,655,346$6,561,942
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountSupporting Aging Services $5,672,819Supporting Aging Services $5,149,437Supporting Aging Services $4,994,463
Second Highest Funding Source & Dollar AmountEldercare Nutrition Services $2,229,895Eldercare Nutrition Services $2,300,412Eldercare Nutrition Services $2,570,352
Third Highest Funding Source & Dollar AmountHealthy Aging Services $1,662,597Healthy Aging Services $1,533,908Healthy Aging Services $1,620,361
CEO/Executive Director Compensation $125,001 - $150,000
Co-CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities2.012.382.54
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
Financial Comments by Foundation
Financials based on IRS Form 990s. Individual contributions include foundation and corporate support. Audits reconcile with tax returns.
Nonprofit Senior Friendship Centers Inc
Address 1888 Brother Geenen Way
Sarasota, FL 34236
Primary Phone 941 955-2122

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