Senior Friendship Centers Inc
1888 Brother Geenen Way
Sarasota FL 34236
Mission
To promote health, dignity and quality of life throughout the journey of aging.
Leadership
CEO/Executive Director Erin McLeod
Board Chair Mr. Kevin Maisch
Board Chair Affiliation Retired
General Info
Organization DBA
DBA
The Friendship Centers
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 2018
State Registration Yes Dec 2018
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
 
IRS Letter of Determination
Name
IRS LetterView
Impact Statement
The Friendship Centers, throughout Sarasota County, touched more than 15,000 lives on the southwest coast of Florida in 2016.  We provided over 700,000 "units of service" to those seniors searching for socialization, companionship, exercise, lifelong learning educational opportunities, caregiving counseling and services, and for those seniors in need of medical and dental services, meals and economic assistance at no or minimal cost.

Goal: To empower older adults to live active, healthy lives by providing needed services.

In Sarasota County, more than 1,760 individuals come through our Centers on a yearly basis to seek out programs and activities that promote healthy lives through socialization, exercise and wellness programs. More than 439 individuals came through our Caregiver Centers looking for assistance and support to changes in their lives as they become caregivers. Services include caregiving facilities as well as education and support groups available at the Centers, supported jointly with local community partners.

Goal: To promote good nutrition and maintain healthy lifestyles.
 
More than 268,000 meals were delivered by volunteers to home bound seniors and served to diners in our congregate meal programs. Additional services such as nutritional education presentations and one-on-one nutritional counseling were made available to seniors at our dining sites throughout the four counties we serve. In addition, food bag programs, assistance in applying for food stamps, community meal schedules, holiday and breakfast options, hurricane preparedness, and opportunities for fitness and wellness activities were provided throughout our service area.

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

More than 1,116 clients are assisted annually through emergency funds to alleviate a crisis allowing seniors to remain in their own homes. Our volunteers, through our Friendship at Home Programs, reach out to home bound seniors who are struggling to make decisions to pay for electric, rent or medications. By providing financial counseling, which assist individuals in reviewing their income and expenses, we help to find the correct services they might not have been aware of or eligible for.  In addition, preliminary legal counseling can be provided.

Goal: Enhance health information exchange between community partners to enhance senior community health.

The Friendship Centers’ Centers for Healthy Aging medical and dental clinics (serviced by volunteers) 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 part of 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 18,200 patient visits in 2016.
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 700 volunteers who give time valued at more than 3.25 million annually, fulfilling their need for meaning and purpose in life by helping others.
Areas Served
Areas Served
Area
FL- Sarasota
FL- Charlotte
FL- DeSoto
FL- Lee
FL
Areas Served Comments
Sarasota County includes Newtown, Sarasota, Nokomis, Osprey, Laurel, Longboat, Casey and Siesta Keys, Venice, North Port and Englewood.  By virtue of our location, many of our clients live in Bradenton but visit our Center and Caregiving facility.
Charlotte County includes Punta Gorda, Port Charlotte, and Englewood.
Lee County includes Cape Coral, Estero, Fort Myers, N. Fort Myers, Lehigh Acres, Sanibel-Captiva, and Bonita Springs.
DeSoto County includes Arcadia and Mount Zion.
We also serve Collier County (not available in list above) which includes Naples and Immokalee.
Service Categories
Primary Org Type Human Services
Secondary Org Type Health Care
Tertiary Org Type Food, Agriculture & Nutrition
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
While there is a perception that every older adult in our community has the resources to care for themselves, nothing could be further from the truth. In fact, many who have lived here for decades are now outliving what they saved, or worse, have had to use those precious retirement dollars on health crises.
 
The need grows and Friendship Centers stands on a 45-year reputation for professional and caring service. Whether it's medical and dental care for indigent patients or caregiving support for families facing some of life's toughest challenges, Friendship Centers and its corps of volunteers and staff are ready to help. Meals, in-home care, exercise, and maybe the most important offering - socialization...friendship - all available for an aging society that wants to age well.
Programs
Description

The Friendship Centers’ Center for Healthy Aging is a national model of healthcare for low income and uninsured adults. Since 1979, clinics in Sarasota, Venice, and since 1985 in Naples and Fort Myers - Friendship Centers clinics save communities millions of dollars.

Retired volunteer physicians, dentists, nurses, pharmacists, hygienists, and ancillary staff contribute time valued in excess of $2.5 million annually. This in-kind value actually is the only volunteer time that hits the audited financials for the organization, showing both as revenue and as an expense. 
 
In 2016 the clinic served 3,359 patients, providing 15,394 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 that in turn provides sovereign immunity coverage for each professional who gives their time. Volunteers appreciate having more time to spend with patients than today's managed care-driven practice permits.
 
Ongoing professional interaction with colleagues is another perk, as well as the opportunity to mentor college and university students who are introduced to gerontological medicine as interns at the clinic.
Budget $4,311,119
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 2016, Friendship Centers’ clinics treated 3,359 unduplicated patients for medical and dental care. The total number exceeded 15,000 visits. 

More than 50% of patients seen in the clinics are dealing with some level of diabetes, and more than 80% are dealing with chronic disease. Most have more than one chronic issue and the volunteer physicians specialize in their care. Because Medicare does not cover dental, those patients are likely to have overlooked their oral health. There are direct linkages from oral health to heart disease and other systemic syndromes. The physicians and dentists work in concert to get patients on track to improved quality of life.
 
The clinics restore health, hope and faith in the goodness of humankind. 
  
Long Term Success
Every day in the clinics patients 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 System of Care Collaborative (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 Friendship Centers, Health Department in each county, the Federally Qualified Health Centers, local philanthropic practitioners, labs, surgical centers and the formal healthcare systems.
 
Chronic disease management, health and dental education, screenings and wellness programs create a system and process to empower and educate patients 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
Electronic medical record keeping provides not only the output of monthly unduplicated patients and total number of patient visits, but also provides physicians with computer-based health tracking to measure patient progress and improvement. The system used in the clinics is Intergy, a product of Greenway Health. This system also allows for information sharing with partners in the healthcare safety net.

Patients are surveyed throughout the year to measure 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, obesity, cardiac, COPD - just to name a few. Approximately 80% of the patients enter the clinic with untreated or undiagnosed health conditions that, if un-managed, could lead to premature institutionalization or even death. After just a few short visits with a caring, volunteer healthcare professional who takes plenty of time to educate and arm the patient with tools for self-management, 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.
Description

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  As part of The Caregiving Place, the Adult Day Service provides 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 The second program of The Caregiving Place, these resource centers offer access to local resources and caregiving information, education and connection to support, helping individuals and families throughout the caregiving journey. 
Budget $6,981,458
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled
Short Term Success

In 2016, the Friendship at Home/Crisis Intervention program helped 1,117 clients, providing 10,945 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 2016, Friendship Centers Adult Day Services provided 88,959 hours of care, and the Caregiver Resource Center served 439 caregivers, providing classes and educational programs, support groups, and information on programs and services in the community.
 
In 2016, Friendship Centers delivered 129,145 meals to 652 hungry clients in their homes. 
Long Term Success
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 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 the 243 seniors who receive adult day services, they extend longevity and allow them to stay in their homes longer. For caregivers, the adult day services provide a much needed break needed to care for themselves, or to work. The Caregiver Resource Centers extend their services into the community with information, education and support.
Description

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. 
Budget $2,859,943
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 2016 Senior Centers provided over almost 34,000 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 139,000 meals were served to over 1,000 individuals who participated in the Congregate Meal program, providing a nutritious meal, education and counseling opportunities.

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.  
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 finalizing 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.  In the past year, the Senior Center 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. We are also considering holding several focus groups to make decisions on future programming to meet the needs of the active senior, aged 60-75. In addition, 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.

Description

Volunteer Services Approximately 650 program volunteers serve the organization. Volunteer physicians, dentists, pharmacists, nurses, and aides help in our clinics. Volunteers serve meals at SFC neighborhood sites and deliver to homebound seniors. At our senior centers, they teach classes and provide entertainment. Volunteers are friendly visitors and telephone reassurance callers to isolated seniors. They help in the adult day programs, and offer support to caregivers through the resource center. Volunteers help raise awareness through outreach, helping on fundraising events and serve in an advisory capacity and on our Board.

RSVP The Retired & Senior Volunteer Program in Lee Co. 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.  
Lifelong Learning SFC sponsors the Road Scholar international travel and education program (formerly Elder Hostel).
Budget $894,337
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 2016, 646 volunteers contributed just under 60,000 hours with an in-kind value of $3,246,000. Focus on Friendship, a 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.  The Road Scholar lifelong learning program served 633 participants in 23 programs in 2016 from all over the country, introducing them to the cultural and natural resources of the area.
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 seven 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.
Comments
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 (clinics) 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.
CEO/Executive Director
CEO/Executive Director Erin McLeod
CEO Term Start Sept 2004
CEO/Executive Director Email emcleod@friendshipcenters.org
Experience
Erin McLeod is President & CEO of Senior Friendship Centers, Inc. and has served this multi-faceted Southwest Florida regional nonprofit organization since 2004.  Erin has a background in healthcare, hospitality and holds a degree in public relations from the University of Florida. She currently serves as a board member/trustee on the Southwest Florida Planned Giving Council as well as the Florida Council on Aging.

In 2004, Erin was hired as Director of Communications. In 2006, she was promoted to Chief Operating Officer and in 2013, she held the title of Senior Vice President, overseeing Development in addition to operations. In January of 2016, the Board of Governors named her the second-only President & CEO of The Friendship Centers. 
Former CEOs/Executive Directors
NameTerm
Bob Carter Jan 1987 - Dec 2015
Senior Staff
NameTitle
Mrs. Carla Benison Vice President of Finance
Ms. Nancy Green-Irwin VP Contract Services/Exec Dir Lee County
Mr. Terry McGannon Senior Director of Programs
Ms. Erin McLeod Senior Vice President
Mr. Tom Ushio Vice President of Operations
Staff & Volunteer Statistics
Full Time Staff 85
Part Time Staff 45
Staff Retention Rate % 77
Professional Development Yes
Contractors 3
Volunteers 646
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Nonprofit work is so much more successful and rewarding with working with partners. Friendship Centers has recognized the value of collaboration since 1973.
 
With the partnership of agencies like community foundations, United Way, Salvation Army, local food banks, and blood banks Friendship Centers provides 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, Healthcare Network of Southwest Florida, Community Health Centers of Sarasota County, the Community Medical Clinic at Sarasota Memorial, 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 community businesses provides products, supplies and event sponsorships. Collaboration with local practicing physicians and healthcare organizations allows Friendship Centers' volunteer physicians and dentists to refer patients for required testing, screening and often surgical procedures.
 
Program collaborations cross generations while pet therapy companies bring smiles and much needed nurturing connection. Arts organizations provide education and therapeutic projects, and youth groups earn coveted community service volunteer hours while interacting with older adults. Creativity abounds in the ways these collaborations are formed and flourish. The winners? Everyone! 
 
Affiliations
AffiliationYear
Florida Public Relations Association2017
Fort Myers Chamber of Commerce2017
Greater Sarasota Chamber of Commerce2017
National Council on Aging - Affiliate Member2017
National Meals on Wheels2017
National Association of Charitable Gift Planners2017
Southwest Florida Planned Giving Council2017
United Way Member Agency2017
Venice Area Chamber of Commerce2017
AFP (Association of Fundraising Professionals)2017
AFP (Association of Fundraising Professionals)2017
Punta Gorda Chamber of Commerce2017
External Assessments and Accreditations
Assessment/AccreditationYear
National Institute for Senior Centers - Senior Center Accreditation2015
Agency for Health Care Administration2016
Awards & Recognition
Award/RecognitionOrganizationYear
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
Best of Venice Caregiving AwardGondolier Sun Newspaper2015
Best of Venice Caregiving AwardGondolier Sun Newspaper2017
Carter Osterbind Award - Bob CarterFlorida Council on Aging2016
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
Plans
Fundraising Plan Yes
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted Feb 2016
Management Succession Plan Yes
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Comments
Management Comments by Organization
The depth of experience within Friendship Centers enriches the organizational impact -- from staff to Board to volunteers, the team that brings this Mission to life is qualified and committed. 
 
Executive leaders meets monthly to assure a healthy workplace culture, effective program performance and strategic direction is on track.  Management leadership also meets monthly for professional development and information sharing. Each member of the larger leadership team is fully engaged and involved in the ongoing health of the Mission.
Multi-Media Comments by Organization
Other Documents
Board Chair
Board Chair Mr. Kevin Maisch
Company Affiliation Retired
Board Term Dec 2016 to Dec 2018
Board Chair Email kevinmaisch@icloud.com
Board Members
Board Members
NameAffiliation
Mr. Skip Cohen Community Volunteer
Mr. John Counsell Community Volunteer
Ms. Patricia Courtois C Suite Communications
Ms. Christine Fenn Volunteer
Mr. Frank Fleischer Retired
Mr. Darrin Halsey Community Volunteer
Ms. Barbara Kelly Retired
Dr. Thomas Logio Community Volunteer
Mr. Kevin Maisch Community Volunteer
Ms. Erin McLeod Friendship Centers President/CEO
Dr. Robert Nordland Community Volunteer
Ms. Karen Reynolds Community Volunteer
Mr. Thomas Rice Volunteer
Mr. Harold Ronson Retired
Ms. Christine Schlesinger Community Volunteer
Dr. Albert Tripodi Community Volunteer
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 10
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 77
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Audit
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Fiscal Affairs
Comments
Governance Comments by Organization
The Board has evolved over the past few years, with improved governance oversight and activity. The Governance Committee guides the board business through recruitment, onboarding and orientation, strategic planning, committee guidance, ongoing education, policies and procedures development and adherence.  
 
Various committees meet regularly to review financials, strategic plan, fund development progress, audit reports, facilities enhancements, training and education plans, communications, and more. Collier County is the southernmost county served and a local leadership board with a liaison to the Governing Board is responsible for local outreach, development and networking.
 
The Board meets six times each year with additional regional meetings to discuss local activities and issues. 
Current Year Projections
Tax Year Start Month Jan
Tax Year Start Day 01
Tax Year Begins 2018
Tax Year End Month Dec
Tax Year End Day 31
Tax Year Ends 2018
Projected Revenue $17,131,198.00
Projected Expenses $17,131,198.00
Total Projected Revenue includes "in-kind" contributions/ donations Yes
Organization has Endowment Yes
Endowment Value $6,300,000.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Amount Raised To Date 0 as of 0
IRS Form 990s
9902016
9902015
990 20142014
Form 9902013
9902012
9902011
9902010
9902009
9902008
Audit/Financial Documents
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 Year201620152014
Foundation and
Corporation Contributions
$275,000$463,525$505,264
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$1,760,808$1,038,000$916,894
$0$0$0
$11,845,497$10,144,673$9,770,653
Investment Income, Net of Losses$14,271$12,859$17,437
Membership Dues$0$0$0
Special Events$228,327$346,017$168,863
Revenue In-Kind$2,670,838$2,849,978$2,823,144
Other$67,033$104,228$107,841
Expense Allocation
Fiscal Year201620152014
Program Expense$12,360,459$11,048,390$10,299,973
Administration Expense$1,569,342$1,449,099$1,384,699
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.020.970.98
Program Expense/Total Expenses89%88%88%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$8,382,137$7,959,770$8,108,455
Current Assets$3,441,483$3,545,540$3,209,235
Long-Term Liabilities$0$0$0
Current Liabilities$1,857,206$1,755,249$1,595,340
Total Net Assets$6,524,931$6,204,521$6,513,115
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountSupporting Aging Services $7,137,686Supporting Aging Services $6,220,174Supporting Aging Services $5,672,819
Second Highest Funding Source & Dollar AmountHealthy Aging Services $2,396,234Eldercare Nutrition Services $2,167,023Eldercare Nutrition Services $2,229,895
Third Highest Funding Source & Dollar AmountEldercare Nutrition Services $2,242,774Healthy Aging Services $1,676,011Healthy Aging Services $1,662,597
CEO/Executive Director Compensation $100,001 - $125,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities1.852.022.01
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
Only the value of the professional volunteers in the medical/dental clinics appears on the audited financial statements. 
Audited financials for the previous year won't be prepared until late April, at which time they'll be posted on this profile. 
Financial Comments by Foundation
Financials based on IRS Form 990s. Individual contributions include foundation and corporate support. Audits reconcile with tax returns.  The value of in-kind contributions is included as income on the financial statements.
Nonprofit Senior Friendship Centers Inc
Address 1888 Brother Geenen Way
Sarasota, FL 34293
Phone 941 955-2122

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THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-2471.