FRIENDS HOUSE RETIREMENT COMMUNITY Charity Report

Public IRS 990 nonprofit record

FRIENDS HOUSE RETIREMENT COMMUNITY

EIN 23-7016086 · Health Care (E91Z)

What they do

PROVIDE PERSONAL, SUB-ACUTE CARE for INDIVIDUALS WHO ARE IN NEED of MEDICAL, REHABILITATIVE, or TERMINAL CARE IN A LONG-TERM SETTING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.53%of revenue went to mission work85.0% of expenses · Program services

1.66%of revenue went to fundraising1.7% of expenses

$100.60spent for every $100 of revenueSpending was higher than revenue this year.

13.40%of revenue went to management and office costs13.3% of expenses

$2.74in assets for every $1 spent this yearSome assets cannot be spent right away.

2.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $112,061 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $280,662 for PHILIP BURKHOLDER (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$18,716,462

Mission workProgram services$16,009,11485.53% of revenue85.0% of expenses

ManagementOffice and general costs$2,508,62713.40% of revenue13.3% of expenses

FundraisingAsking for donations$310,7821.66% of revenue1.7% of expenses

Total expenses$18,828,523100.60% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.0% mission · 13.3% management · 1.7% fundraisingTotal expenses: 100.60% of revenue

2023Expense mix: 85.3% mission · 12.9% management · 1.8% fundraisingTotal expenses: 107.76% of revenue

2022Expense mix: 85.2% mission · 13.0% management · 1.9% fundraisingTotal expenses: 111.65% of revenue

2021Expense mix: 85.3% mission · 13.4% management · 1.3% fundraisingTotal expenses: 97.11% of revenue

2020Expense mix: 77.1% mission · 21.8% management · 1.1% fundraisingTotal expenses: 106.58% of revenue

2019Expense mix: 81.5% mission · 17.4% management · 1.1% fundraisingTotal expenses: 108.99% of revenue

2018Expense mix: 84.6% mission · 14.4% management · 1.1% fundraisingTotal expenses: 108.29% of revenue

2017Expense mix: 83.4% mission · 16.5% management · 0.1% fundraisingTotal expenses: 100.25% of revenue

Money in and money out

Revenue$18,716,462

Expenses$18,828,523

Annual shortfall $112,061 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$16,009,114 · 85.0% of expenses

Management and office costs$2,508,627 · 13.3% of expenses

Fundraising$310,782 · 1.7% of expenses

See all reported dollar amounts

Revenue$18,716,462

Expenses$18,828,523

Assets$51,532,644

Income$22,270,653

Contributions$544,892

Mission work (program services)$16,009,114

Fundraising$310,782

Management and general$2,508,627

Executive compensation (total)$551,247

Stocks and bonds$5,882,558

Accounting fees$97,950

Investing fees$42,702

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PHILIP BURKHOLDERCEO · 40 hrs/week $280,662Base $242,333 · Other $38,329

KADINE MITCHELLCOO · 40 hrs/week $183,154Base $162,943 · Other $20,211

GREGORY JACKSONCFO · 40 hrs/week $172,403Base $147,843 · Other $24,560

MEMUNA KAMARADIRECTOR OF NURSING · 40 hrs/week $162,954Base $141,569 · Other $21,385

WEDE WESLEY-MOSESCHARGE REGISTERED NURSE · 40 hrs/week $136,631Base $113,382 · Other $23,249

PETER EKOKOEVENING SHIFT SUPERVISOR · 40 hrs/week $125,831Base $112,624 · Other $13,207

ELIZABETH NICELYDIRECTOR OF HUMAN RESOURCES · 40 hrs/week $120,879Base $101,471 · Other $19,408

DORA TRAPANICHARGE NURSE LPN · 40 hrs/week $105,522Base $104,639 · Other $883

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

PHILIP BURKHOLDERCEO

KADINE MITCHELLCOO

GREGORY JACKSONCFO

MEMUNA KAMARADIRECTOR OF NURSING

WEDE WESLEY-MOSESCHARGE REGISTERED NURSE

PETER EKOKOEVENING SHIFT SUPERVISOR

ELIZABETH NICELYDIRECTOR OF HUMAN RESOURCES

DORA TRAPANICHARGE NURSE LPN

JOHN HINESTREASURER

WILLIAM SCHAUFFLERDIRECTOR

TOM GIBIANASSISTANT CLERK

SONIA HARRISDIRECTOR

LAURITA PORTEECLERK

JUDITH FARQUHARRECORDING CLERK

CHARLES GREENEDIRECTOR

JILL CLEMENTSDIRECTOR

JADE EATONALT RECORDING CLERK

HUNTER MCKAYDIRECTOR

ELIZABETH WILSONDIRECTOR

DAVID JONESDIRECTOR

CHUCK MCCULLOUGHDIRECTOR

CHRISTINE LUCASDIRECTOR

About this charity

Recognized since: January 1969
Location: 17340 QUAKER LN, SANDY SPRING, MD 20860-1247
County: Montgomery
In care of: PHILIP BURKHOLDER
Primary officer: PHILIP BURKHOLDER, CEO

How to reach them

WebsiteVisit the charity’s website Phone(301) 924-5100

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GROSS MENDELSOHN & ASSOCIATES PA
NTEE classification: Health Care (E91Z)
IRS tax category: Nursing Care Facilities (Skilled Nursing Facilities)