2023-11-15T15:57:49-06:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-01-01 910910680 SENIOR SERVICES OF SNOHOMISH COUNTY SENI 4253551112 5026 196TH STREET SW LYNNWOOD WA 98036 KEITH BELL CEO 4253551112 2023-11-15 1 KEITH BELL 999009999 0 CELIA DAVIS P01624691 4254544919 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOMAGE - SENIOR SERVICES KEITH BELL 5026 196TH STREET SW LYNNWOOD WA 98036 11176064 0 X WWW.HOMAGE.ORG X 1973 WA TO PROMOTE INDEPENDENCE, PRESERVE DIGNITY, AND ENHANCE THE QUALITY OF LIFE THROUGH THE PROVISION OF SERVICES FOR OLDER ADULTS AND PEOPLE WITH DISABILITIES. HOMAGE OPERATES 40 PROGRAMS IN FIVE CORE AREAS; FOOD & NUTRITION, HEALTH & WELLNESS, SOCIAL SERVICES, HOME REPAIR, AND TRANSPORTATION; SERVING 20,000 PEOPLE ANNUALLY. 10 10 142 534 0 0 11663630 9918228 875530 1210014 -12141 15403 -17207 4213 12509812 11147858 0 0 0 0 6624453 7317958 75542 67186 704601 4702868 4482626 11402863 11867770 1106949 -719912 15786887 14419289 7039971 6392285 8746916 8027004 X TO PROMOTE INDEPENDENCE, PRESERVE DIGNITY, AND ENHANCE THE QUALITY OF LIFE THROUGH THE PROVISION OF SERVICES FOR OLDER ADULTS AND PEOPLE WITH DISABILITIES. 0 0 3331990 254651 NUTRITION SERVICES: WE BELIEVE GOOD NUTRITION AND SOCIALIZATION IMPROVE HEALTH AND QUALITY OF LIFE. HOMAGE SENIOR SERVICES OPERATES TWO MEALS PROGRAMS TO PROVIDE CRITICAL NUTRITION TO OUR ELDERLY NEIGHBORS AND PROMOTE SOCIALIZATION AND COMMUNITY ENGAGEMENT. OUR SERVICE LEVELS STABILIZED IN 2022, BUT THE NEEDS REMAIN WELL ABOVE PRE-PANDEMIC LEVELS. IN 2022, MEALS ON WHEELS DELIVERED 293,574 MEALS TO 1,813 HOMEBOUND OLDER ADULTS AND INDIVIDUALS LIVING WITH DISABILITIES IN SNOHOMISH COUNTY. IN 2022, OUR COMMUNITY TABLE DINING PROGRAM PROVIDED 136,276 HOT MEALS TO 1,826 OLDER ADULTS AT 10 COMMUNITY SITES THROUGHOUT SNOHOMISH COUNTY. 2877655 928000 SOCIAL SERVICES: WE BELIEVE THAT EVERYONE SHOULD HAVE ACCESS TO INFORMATION AND SERVICES THAT PROMOTE INDEPENDENCE AND WELLNESS. FINDING THE RIGHT SERVICE AT THE RIGHT TIME CAN BE OVERWHELMING FOR ELDERS, INDIVIDUALS WITH DISABILITIES AND THOSE WHO CARE FOR THEM. THESE POPULATIONS OFTEN FACE NUMEROUS OBSTACLES - LOSS OF HEALTH, MENTAL HEALTH CONCERNS, INABILITY TO CARE FOR THEMSELVES, ABUSE, AND EXPLOITATION. EACH YEAR HOMAGE SENIOR SERVICES HELPS THOUSANDS OF PEOPLE FIND SOLUTIONS TO LIFE'S CHALLENGES. OUR AGING AND DISABILITY RESOURCE NETWORK FIELDED 26,758 REQUESTS FOR INFORMATION IN 2022 AND PROVIDED SPECIFIC SERVICES TO 1,687 CLIENTS. OTHER SOCIAL SERVICES INCLUDE FAMILY CAREGIVER, KINSHIP CAREGIVER, SENIOR COMPANION, AND FOSTER GRANDPARENT TO HELP FAMILIES STAY CONNECTED, FIND RESOURCES, AND REDUCE ISOLATION FOR SENIORS. MENTAL HEALTH IS ESSENTIAL TO PERSONAL WELL-BEING. HOMAGE OFFERS A FULL SPECTRUM OF SOCIAL DETERMINANT OF HEALTH SERVICES INCLUDING MENTAL HEALTH ACCESS, CARE COORDINATION, CHRONIC DISEASE SELF-MANAGEMENT EDUCATION, TELEPHONIC AND IN-PERSON MENTAL HEALTH CARE, AND ENHANCED WELLNESS CLASSES. THE DEMAND FOR MENTAL HEALTH CARE CONTINUES TO BE HIGHER THAN PRE-PANDEMIC DEMAND. DURING 2022, HOMAGE'S MENTAL HEALTH PROGRAM ASSISTED 1,005 CLIENTS, INCLUDING 270 CLIENTS WITH DEPRESSION SCREENINGS, 77 INDIVIDUALS WITH PROFESSIONAL SHORT-TERM COUNSELING, CONDUCTED 539 HOURS OF EDUCATION CLASSES, FACILITATED 583 HOURS OF PEER COUNSELING SESSIONS AND SPENT 1,582 HOURS CHECKING IN WITH ISOLATED SENIORS. 1125894 10421 MINOR HOME REPAIR SERVICES: WE BELIEVE THAT EVERYONE SHOULD HAVE A SAFE PLACE TO CALL HOME. OUR MINOR HOME REPAIR PROGRAM PROVIDES SAFETY REPAIRS AND ACCESSIBILITY MODIFICATIONS THAT ENABLE LOW-INCOME SENIORS AND ADULTS WITH DISABILITIES TO STAY IN THEIR OWN HOME AS THEY AGE. TYPICAL REPAIRS INCLUDE: INSTALLATION OF HANDRAILS, RAMP REPAIRS, PLUMBING AND CARPENTRY REPAIRS, WATER HEATER REPLACEMENTS, HEATING REPAIRS, AND REPAIRS ON MINOR ROOF LEAKS. IN 2022, 1,245 REPAIRS WERE COMPLETED FOR 700 CLIENTS. 1125839 16942 TRANSPORTATION SERVICES: WE BELIEVE THAT EVERYONE SHOULD HAVE SAFE AND ACCESSIBLE TRANSPORTATION OPTIONS. THE TRANSPORTATION ASSISTANCE PROGRAM (TAP) PROVIDES ROUND TRIP SERVICE, TRANSPORTING SENIORS AND ADULTS WITH DISABILITIES IN RURAL AREAS OF SNOHOMISH COUNTY TO MEDICAL APPOINTMENTS, SHOPPING, AND OTHER NECESSARY ERRANDS. TAP OPERATED 13 WHEELCHAIR ACCESSIBLE VEHICLES, 5 DAYS EACH WEEK AND PROVIDED 18,245 TRIPS. 1125839 16942 8461378 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 184 0 142 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 WA X X CHI OKAFOR 4253551112 5026 196TH STREET SW LYNNWOOD WA 98036 SHELLY FINN MD PRESIDENT 2.00 X X 0 0 0 BRANDON SAVAGE MD VICE PRESIDENT 2.00 X X 0 0 0 BOB BOLERJACK 1ST VICE PRESIDENT THRU 5/22 2.00 X X 0 0 0 SHELBY BURKE TREASURER 2.00 X X 0 0 0 TODD COOK SECRETARY 2.00 X X 0 0 0 KEVIN CLAY MD PAST PRESIDENT THRU 5/22 2.00 X 0 0 0 LINDA WHITESELL BOARD MEMBER 2.00 X 0 0 0 NEIL SIECKE MD BOARD MEMBER 2.00 X 0 0 0 AMY DREWEL BOARD MEMBER 2.00 X 0 0 0 CHAR PIKE RN BOARD MEMBER 2.00 X 0 0 0 WILL RIVERA MSN RN BOARD MEMBER 2.00 X 0 0 0 LIN CIARAMITARO BOARD MEMBER 2.00 X 0 0 0 MARK BRYAN BOARD MEMBER THRU 1/22 2.00 X 0 0 0 KEITH BELL CEO 40.00 X 159565 0 2435 MELISSA PATTERSON DIRECTOR OF FINANCE THRU 6/22 40.00 X 74077 0 7969 CHI OKAFOR DIRECTOR OF FINANCE FROM 10/22 40.00 X 26987 0 1476 JARROD NILLES DIRECTOR, INFORMATION TECHNOLOGY 40.00 X 132091 0 17422 SHIRLEY WARTHEN SENIOR ANALYST 55.00 X 115274 0 0 KATHRYN MASSENGALE DIRECTOR OF PHILANTHROPY 40.00 X 112482 0 977 RICHARD ROBINSON DIRECTOR, HEALTH & WELLNESS PROGRAMS 40.00 X 103084 0 8635 JULI ROSE DIRECTOR OF FACILITIES 40.00 X 100138 0 8734 823698 0 47648 8 0 1 0 CLARK NUBER PS 10900 NE 4TH ST SUITE 1400 BELLEVUE WA 98004 ACCOUNTING 129036 1 7734628 2183600 137845 9918228 SENIOR/SOCIAL SERVICES 623000 928000 928000 NUTRITION SERVICES 624210 254651 254651 TRANSPORTATION SVCS 485000 16942 16942 HOME SOLUTIONS 531390 10421 10421 1210014 1447 0 1447 1447 1447 31500 13378 2719 -13378 28781 15403 15403 14875 12109 2766 2766 11147858 1210014 0 19616 272509 179606 74094 18809 5854977 3857286 1592182 405509 18857 12636 5188 1033 546141 364318 149888 31935 625474 437661 148468 39345 25966 10495 14467 1004 126626 51180 70552 4894 67186 67186 2404 2404 481093 212127 268966 37821 17918 8355 11548 246346 202629 11034 32683 72643 57876 12234 2533 80188 62427 17356 405 201869 182770 12442 6657 385670 315715 65301 4654 263010 239945 21552 1513 OPERATIONAL SUPPLIES 1554675 1554675 TOOLS AND EQUIPMENT 338595 150002 149363 39230 REPAIRS & MAINTENANCE 229008 228965 36 7 IN-KIND 137337 136291 590 456 299375 186856 77319 35200 11867770 8461378 2701791 704601 3937370 3071096 2010338 1462540 139366 93828 34058 57763 406040 501100 11494359 2436461 9079531 9057898 30000 40662 150184 134402 15786887 14419289 736473 679694 58684 93993 5744814 5618598 500000 0 7039971 6392285 X 7736585 7375706 1010331 651298 8746916 8027004 15786887 14419289 -719912 0 X 0 1 X 1 1 1 X 14808622 15763718 16843762 11663630 9918228 68997960 14808622 15763718 16843762 11663630 9918228 68997960 69105 68928855 2301 20184 30596 19251 1447 73779 340 2766 3106 19 442624 -402772 -17915 21956 69096801 3575237 0.99760 0.99750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 19. 2020 AMOUNT: $ 11,932. 2021 AMOUNT: $ 4,983. 2022 AMOUNT: $ 0. WITHDRAWL OF INVESTOR MEMBER - 2019 AMOUNT: $ 442,624. 2020 AMOUNT: $ -414,704. 2021 AMOUNT: $ -22,898. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11812692 11812692 740635 185159 0 0 1000000 923336 716410 740635 3380381 5070572 250000 230834 179103 185159 845096 1267644 2844000 2844000 6489307 803885 5685422 2060659 1555063 505596 100393 77513 22880 9057898 11177950 23264 23264 11154686 -6828 -6828 11147858 11897862 23264 6828 30092 11867770 0 11867770 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII 5,281. COGS REPORTED ON PART VIII -12,109. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED ON PART VIII 12,109. LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -5,281. X X X X X 1 TRUESENSE MARKETING PO BOX 641114 PITTSBURGH PA 152641114 DIRECT MAIL 0 305398 67186 238212 305398 67186 238212 WA X X X 1 0 0 0 0 0 0 0 0 KEITH BELL CEO 159565 0 0 0 0 0 0 0 2435 0 162000 0 0 0 PART I, LINE 4A MELISSA PETTERSON RECEIVED $14,396 OF SEVERANCE PAYMENTS IN 2022. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2018-12-18 6225000 REFINANCING 0 0 0 A 483096 6225000 54634 370366 5800000 2018 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 0 0 0 0 A 0 X 1 508 FAIR MARKET VALUE X 12 110606 FAIR MARKET VALUE X SUPPLIES 47 26731 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE VALUE IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: VOLUNTEERS ARE ONE OF SENIOR SERVICES' MOST VALUABLE RESOURCES AND PLAY A SIGNIFICANT ROLE IN HELPING MEET THE NEEDS OF SENIORS AND PEOPLE WITH DISABILITIES. VOLUNTEERS INCLUDE SENIOR SERVICES' BOARD OF DIRECTORS, NUTRITION DRIVERS, SENIOR DINING SUPPORT, SENIOR PEER COUNSELORS, SENIOR COMPANIONS, FOSTER GRANDPARENTS, HOME REPAIR INSPECTORS, ETHNIC & PYP TRANSPORTATION SUPPORT, CHRONIC DISEASE SELF-MANAGEMENT TRAINERS AND OFFICE SUPPORT. IN 2022, 534 VOLUNTEERS CONTRIBUTED 42,090 HOURS OF SERVICE VALUED AT $1,338,462 IN SUPPORT OF SENIOR SERVICES' MISSION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED IN 2022 TO REFLECT THE FOLLOWING CHANGES: 1. EACH OFFICER POSITION SHALL BE ELECTED ON AN OFFICER POSITION BASIS BY THE BOARD. 2. THE NOMINATING COMMITTEE IS A BOARD COMMITTEE. 3. AT A MEETING OF THE BOARD, ONE OR MORE DIRECTORS MAY BE REMOVED FROM OFFICE, WITH OR WITHOUT CAUSE, BY 2/3 OF THE VOTES CAST BY DIRECTORS THEN IN OFFICE. 4. BOARD MEMBERS ARE ADDED THROUGHOUT THE YEAR. NO ANNUAL ELECTION. 5. THE CEO SHALL DEFER DECISION MAKING TO THE BOARD ON MATTERS LISTED IN BYLAWS 6. THE OLD BYLAWS STATE THAT ALL BOARD MEETING MINUTES AND RECORDS ARE OPEN FOR THE PUBLIC AND WAS CALLED INTO QUESTION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE DIRECTOR OF FINANCE WITH THE PRESIDENT. AFTER REVIEW AND APPROVAL BY THE PRESIDENT, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND FINANCE COMMITTEE PRIOR TO FILLING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A DISCUSSION OF THE CONFLICT OF INTEREST POLICY OCCURS ANNUALLY AT A REGULARLY SCHEDULED BOARD MEETING. BOARD MEMBERS AND PAID OFFICERS SIGN A FORM CONFIRMING THEIR UNDERSTANDING OF OUR POLICY. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL FORMS FOR ANY CONFLICTS. ANY BOARD MEMBER OR OFFICER FOUND TO HAVE A CONFLICT RECUSES THEMSELVES FROM VOTING AND DISCUSSIONS ON THE MATTER. SENIOR SERVICES HAS A CONFLICT OF INTEREST POLICY THAT ENSURES THAT ANY CONFLICTS OF INTEREST OR THE APPEARANCE THEREOF FOR PERSONAL OR ORGANIZATIONAL GAIN ARE PROHIBITED. AS IN ALL OTHER FACETS OF THEIR DUTIES, EMPLOYEES, BOARD MEMBERS, VOLUNTEERS, OFFICERS AND AGENTS DEALING WITH CUSTOMERS, SUPPLIERS, CONTRACTORS, SUB-RECIPIENTS, COMPETITORS OR ANY PERSON DOING OR SEEKING TO DO BUSINESS WITH THE ORGANIZATION ARE TO ACT IN THE BEST INTEREST OF THE AGENCY, AND WILL IN NO MANNER RESULT IN ANY UNFAIR COMPETITIVE ADVANTAGE TO A THIRD PARTY CONTRACTOR OR IMPAIR THE OBJECTIVITY IN PERFORMING WORK. AT THE JANUARY 2015 BOARD MEETING, THE BOARD OF DIRECTORS ADOPTED THE RISK MANAGEMENT PLAN, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. THE BOARD REAFFIRMED AND INDIVIDUALLY SIGNED THE CONFLICT OF INTEREST POLICY. THIS IS ALSO DONE AT THE TIME A BOARD MEMBER JOINS THE BOARD DURING THE NEW BOARD ORIENTATION MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS POSTED ON THE WEBSITE ANNUALLY. IN ADDITION, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.