2022-11-15T15:08:30-06:00 2021-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2021-01-01 910910680 SENIOR SERVICES OF SNOHOMISH COUNTY SENI 4253551112 5026 196TH STREET SW LYNNWOOD WA 98036 KEITH BELL CEO 4253551112 2022-11-14 1 KEITH BELL 999009999 SARA ELIZABETH H JONES P00235495 4254544919 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HOMAGE - SENIOR SERVICES KEITH BELL 5026 196TH STREET SW LYNNWOOD WA 98036 12541388 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. 13 13 133 567 0 0 16843762 11663630 545179 875530 16255 -12141 -425247 -17207 16979949 12509812 0 0 0 0 10129642 6624453 84357 75542 583582 5133848 4702868 15347847 11402863 1632102 1106949 16523728 15786887 8883761 7039971 7639967 8746916 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 3352380 623202 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 WITH OUR AGING AND DISABILITY RESOURCE NETWORK FIELDED 15,912 REQUESTS FOR INFORMATION IN 2021. OTHER SOCIAL SERVICES INCLUDE FAMILY CAREGIVER, KINSHIP CAREGIVER PROGRAMS, 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 MENTAL HEALTH CARE, AND ENHANCED WELLNESS CLASSES. CURRENTLY, THE DEMAND FOR MENTAL HEALTH CARE CONTINUES TO BE HIGHER THAN PRE-PANDEMIC DEMAND. DURING 2021 HOMAGE'S MENTAL HEALTH PROGRAM HELPED 131 CLIENTS WITH TELEPHONIC DEPRESSION SCREENINGS, PROVIDED PROFESSIONAL SHORT-TERM COUNSELING TO 80 INDIVIDUALS, PERFORMED 1700 PHONE CHECK-INS WITH ISOLATED SENIORS, AND FACILITATED 726 HOURS OF PEER COUNSELING SESSIONS. 2853573 224405 NUTRITION SERVICES: WE BELIEVE THAT GOOD NUTRITION AND SOCIALIZATION IMPROVE HEALTH AND QUALITY OF LIFE. HOMAGE SENIOR SERVICES OPERATES TWO MEAL PROGRAMS WHICH SAW A MARKED INCREASE OF DEMAND IN 2021. MEALS ON WHEELS DELIVERS NUTRITIOUS MEALS TO HOMEBOUND OLDER ADULTS AND PEOPLE WITH DISABILITIES, SERVING 1,866 CLIENTS WITH 299,522 MEALS. COMMUNITY TABLE DINING (CONGREGATE MEALS) OFFERS HOT MEALS AT 10 NEIGHBORHOOD LOCATIONS, SERVING 135,786 MEALS; CURRENTLY MEAL PICKUP IS PROVIDED, ORDINARILY THIS ALSO PROVIDES A TIME FOR MEANINGFUL SENIOR SOCIALIZING. 1077220 16630 MINOR HOME REPAIR SERVICES: WE BELIEVE THAT EVERYONE SHOULD HAVE A SAFE PLACE TO CALL HOME. 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 2021, 759 REPAIRS WERE COMPLETED. 987759 11293 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. IN 2021, TRANSPORT OF INDIVIDUALS GREATLY DECREASED WITH THE SPREAD OF THE COVID-19 PANDEMIC. TAP OPERATED NINE WHEELCHAIR ACCESSIBLE VEHICLES, 5 DAYS EACH WEEK AND PROVIDED 9,488 TRIPS. THE NUMBER OF ANNUAL RIDES IS EXPECTED TO REBOUND DRAMATICALLY AS MORE CLIENTS ARE VACCINATED AND BUSINESSES AND SERVICES RETURN TO A HIGHER CAPACITY. 987759 11293 8270932 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 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 1 1 0 0 0 1 171 0 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X KEITH BELL 4253551112 5026 196TH STREET SW LYNNWOOD WA 98036 SHELLY FINN MD PRESIDENT 2.00 0.00 X X 0 0 0 BOB BOLERJACK 1ST VICE PRESIDENT 2.00 0.00 X X 0 0 0 BRANDON SAVAGE MD 2ND VICE PRESIDENT 2.00 0.00 X X 0 0 0 SHELBY BURKE INTERIM TREASURER 2.00 0.00 X X 0 0 0 TODD COOK INTERIM SECRETARY 2.00 0.00 X X 0 0 0 KEVIN CLAY MD PAST PRESIDENT 2.00 0.00 X 0 0 0 AMY DREWEL PAST PRESIDENT 2.00 0.00 X 0 0 0 LIN CIARAMITARO BOARD MEMBER 2.00 0.00 X 0 0 0 MARK BRYAN BOARD MEMBER 2.00 0.00 X 0 0 0 CHAR PIKE RN BOARD MEMBER 2.00 0.00 X 0 0 0 WILL RIVERA MSN RN BOARD MEMBER 2.00 0.00 X 0 0 0 NEIL SIECKE MD BOARD MEMBER 2.00 0.00 X 0 0 0 LINDA WHITESELL BOARD MEMBER 2.00 0.00 X 0 0 0 JUDGE ERIC LUCAS BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID TINGSTAD BOARD MEMBER 2.00 0.00 X 0 0 0 ROGER NEUMAIER BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN JAMES BOARD MEMBER 2.00 0.00 X 0 0 0 KEITH BELL CEO FROM 11/21 40.00 0.00 X 43975 0 0 STEPHEN MCGRAW CEO THRU 11/21 40.00 0.00 X 217757 0 26389 ARIN RICCHIUTI FINANCE DIRECTOR THRU 04/21 40.00 0.00 X 61095 0 9673 JARROD NILLES IT SENIOR MANAGER 40.00 0.00 X 132760 0 23782 MYRIAM ACEVEDO DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 118161 0 7086 573748 0 66930 3 0 1 0 CLARK NUBER PS 10900 NE 4TH ST SUITE 1400 BELLEVUE WA 98004 ACCOUNTING 132995 1 9136399 2527231 198233 11663630 SENIOR/SOCIAL SERVICES 623000 623202 623202 NUTRITION SERVICES 624210 224405 224405 HOME SOLUTIONS 531390 16630 16630 TRANSPORTATION SVCS 485000 11293 11293 875530 18551 18551 700 0 700 700 700 497 30195 -497 -30195 -30692 -30692 892 884 8 8 REIMBURSEMENTS 900099 4983 4983 W/DRAWAL OF INVESTOR 900099 -22898 -22898 -17915 12509812 875530 0 -29348 358889 246222 96066 16601 5227514 3596127 1384559 246828 501501 335730 146884 18887 536549 392188 121995 22366 22617 9762 9956 2899 103468 44659 45548 13261 75542 75542 2452 2452 617079 320664 276737 19678 63366 41993 18902 2471 253864 153761 20652 79451 69116 56548 10356 2212 55669 44684 10049 936 216109 162955 25161 27993 473254 383116 85462 4676 259133 234938 22997 1198 OPERATIONAL SUPPLIES 1495393 1495393 TOOLS AND EQUIPMENT 359896 168599 168675 22622 REPAIRS & MAINTENANCE 221430 221372 50 8 IN-KIND 169406 162989 1672 4745 320616 199232 100176 21208 11402863 8270932 2548349 583582 2762043 3937370 2103400 0 1568992 2010338 74362 139366 34365 34058 298262 406040 11230937 2151406 9547722 9079531 30000 134582 150184 16523728 15786887 799758 736473 114131 58684 5866472 5744814 0 500000 2103400 0 8883761 7039971 X 6355061 7736585 1284906 1010331 7639967 8746916 16523728 15786887 1106949 0 X 0 1 X 1 1 1 X 14460588 14808622 15763718 16843762 11663630 73540320 14460588 14808622 15763718 16843762 11663630 73540320 73540320 10490 2301 20184 30596 19251 82822 81414 340 81754 860 19 442624 -402772 -17915 22816 73727712 3198628 0.99750 0.99740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 860. 2018 AMOUNT: $ 19. 2020 AMOUNT: $ 11,932. 2021 AMOUNT: $ 4,983. WITHDRAWL OF INVESTOR MEMBER - 2019 AMOUNT: $ 442,624. 2020 AMOUNT: $ -414,704. 2021 AMOUNT: $ -22,898. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11328205 11328205 716410 179103 0 0 992461 1000000 923336 716410 3632207 5448311 248115 250000 230834 179103 908052 1362078 2844000 2844000 6439755 622546 5817209 1846789 1474584 372205 100393 54276 46117 9079531 12588746 47855 47855 12540891 -31079 -31079 12509812 11481797 47855 31079 78934 11402863 0 11402863 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -30,195. COGS REPORTED ON PART VIII -884. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII 30,195. COGS REPORTED ON PART VIII 884. X X X X X 1 LAUTMAN & CO 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 DIRECT MAIL 0 270936 73780 197156 GREATER GIVING 1920 NE STUCKI AVE 140 HILLSBORO OR 97006 FUNDRAISING EVENT MANAGEMENT 0 37361 1762 35599 308297 75542 232755 WA X X X 1 0 0 0 0 0 0 0 0 STEPHEN MCGRAW CEO THRU 11/21 128062 0 0 0 89695 0 0 0 26389 0 244146 0 0 0 JARROD NILLES IT SENIOR MANAGER 132260 0 500 0 0 0 0 0 23782 0 156542 0 0 0 PART I, LINE 4A STEPHEN MCGRAW RECEIVED $89,695 OF SEVERANCE PAYMENTS IN 2021. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2018-12-18 6225000 REFINANCING 0 0 0 A 351032 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 28827 FAIR MARKET VALUE X 46 101771 FAIR MARKET VALUE X SUPPLIES 54 67635 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 2021, 567 VOLUNTEERS CONTRIBUTED 58,855 HOURS OF SERVICE VALUED AT $1,762,709 IN SUPPORT OF SENIOR SERVICES' MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE INTERIM 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 FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE HUMAN RESOURCE DIRECTOR LEADS A DISCUSSION ON OUR CONFLICT OF INTEREST POLICY EACH YEAR 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 ORTHE 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. GOING FORWARD, THIS STEP WILL BE DONE ANNUALLY AT THE JANUARY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 SENIOR SERVICES HAS AN ESTABLISHED COMPENSATION PLAN. SENIOR SERVICES PURCHASED THE NON-PROFIT WAGE & COMPENSATION SURVEY FROM ARCHBRIGHT. THIS SURVEY DETERMINES MARKET RATE COMPENSATION FOR JOB DESCRIPTIONS AND IS USED AS A GUIDE TO SET THE PAY SCALE FOR ALL EMPLOYEES INCLUDING THE CEO. THE BOARD OF DIRECTORS EVALUATES THE CEO'S PERFORMANCE AND VOTES ON SALARY ADJUSTMENTS ACCORDINGLY. THE BOARD OF DIRECTORS COMPARES THE CEO'S SALARY TO THE STUDY AS WELL. THIS PROCESS WAS LAST PERFORMED IN FEBRUARY 2020. 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. BROADWAY MEADOWS NOT-FOR-PROFIT 11627 AIRPORT ROAD SUITE B EVERETT WA 98204 911719370 LOW INCOME HOUSING INVESTMENT HOLDING WA 501(C)(3) PF SENIOR SERVICES OF SNOH CO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0