JOSEPHINE CARING COMMUNITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE CARING COMMUNITY (EIN 91-0570870)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-02
- IRS object ID
- 201532759349300318
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-02T11:53:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 984024205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910570870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANGELICAL LUTHERAN CHURCH IN AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | JOSEPHINE SUNSET HOME INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 3606292126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1Txt |
| City | STANWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROBERTSON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3606292126 | PhoneNum |
| Signature | 2015-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY SCHAUER | PreparerPersonNm |
| PTIN | P01326437 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY ROBERTSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1Txt |
| City | STANWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,544,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOSEPHINENET.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | A SOCIAL MINISTRY ORGANIZATION OF THE ELCA PROVIDING AFTER-HOSPITAL REHAB, LOVING LONG-TERM CARE, ASSISTED LIVING, CHILDCARE AND EARLY LEARNING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 388 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $296,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $329,745 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,052,104 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,815,339 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,550 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,791 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,141 | PYOtherRevenueAmt |
| CY Other Revenue | $6,009 | CYOtherRevenueAmt |
| PY Total Revenue | $17,370,874 | PYTotalRevenueAmt |
| CY Total Revenue | $17,183,884 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,577,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,560,120 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,455 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,965,078 | PYOtherExpensesAmt |
| CY Other Expenses | $5,997,344 | CYOtherExpensesAmt |
| PY Total Expenses | $16,558,765 | PYTotalExpensesAmt |
| CY Total Expenses | $16,567,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $812,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $616,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,508,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,018,666 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,923,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,754,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,584,674 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,264,480 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION: JOSEPHINE IS A CAREGIVING COMMUNITY FOR ALL GENERATIONS.OUR VISION: TO BE THE COMMUNITY OF CHOICE WHERE NO ONE IS LEFT UNCARED FOR.OUR VALUES: JOSEPHINE, ROOTED IN GOD'S LOVE BELIEVES IN:1)EXCELLENCE OF CAREALL PEOPLE ARE WORTHY OF EXCEPTIONAL AND COMPASSIONATE CARE IN MIND, BODY, AND SPIRIT.2)A PIONEERING SPIRIT AND COURAGEHONORING OUR PAST WHILE RESPONDING TO CHANGING NEEDS AND MOVING INTO THE FUTURE.3)RESPONSIBLE STEWARDSHIPBEING PROACTIVE STEWARDS OF ALL POSSIBLE RESOURCES, LEVERAGING THEM TO ENSURE A SUSTAINABLE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,135,308 | ExpenseAmt |
| Grant | $7,250 | GrantAmt |
| Revenue | $14,035,240 | RevenueAmt |
| Desc | *LISTED IN US NEWS & WORLD REPORT AS A BEST NURSING HOME *LISTED AS A TOP 30 NON PROFIT IN SNOHOMISH COUNTY BY THE EVERETT HERALD *RECOGNIZED WITH SENATE RESOLUTION 8741 BY THE WASHINGTON STATE SENATE FOR PROVIDING OVER 100 YEARS OF CARE FOR THE ELDERLY AND CHILDREN. *VOTED BEST RETIREMENT FACILITY BY THE STANWOOD-CAMANO NEWS POLL FOUR YEARS IN A ROW *RECEIVED THE HIGHEST RATING FOR A NURSING HOME BY THE FEDERAL GOVERNMENT WITH A "4-5 STAR RATING FOR THE LAST 4 YEARS." SKILLED NURSING - AFTER-HOSPITAL REHABILITATION: IN OUR MEDICARE CERTIFIED REHABILITATION UNIT WE OFFER NURSING AND THERAPY TREATMENT PLANS WHICH RETURN OUR PATIENTS HOME SAFE AND AS QUICKLY AS POSSIBLE AFTER THEIR HOSPITAL STAY. WE OFFER INTENSIVE PHYSICAL,OCCUPATIONAL AND SPEECH THERAPY IN CONJUNCTION WITH REGISTERED NURSE MEDICAL TREATMENT UNDER PHYSICIAN SUPERVISION.LONG-TERM CARE: IN THE NURSING HOME, WE FOCUS ON MEANINGFUL DAYS. BINGO,FOOT MASSAGES AND QUILTING ARE A FEW OF THE ONSITE ACTIVITIES. OUTINGS TO A LOCAL BEACH OR DINING IN A PREFERRED RESTAURANT ARE REGULARLY SCHEDULED. MEALS ARE THOUGHTFULLY PREPARED AND SERVED WITH A HOME COOKED FLAIR. LARGE AND SMALL WORSHIP SERVICES ARE AVAILABLE THROUGHOUT THE WEEK.JOSEPHINE IS UNIQUE AMONG NURSING HOMES FOR ITS INTERGENERATIONAL EMPHASIS. CHILD CARE AND PRESCHOOL TAKE PLACE THROUGHOUT OUR 160 BED NURSING HOME. DAILY INTERACTION BRINGS ENRICHMENT TO THE LIVES OF BOTH RESIDENTS AND CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,429,570 | ExpenseAmt |
| Grant | $1,500 | GrantAmt |
| Revenue | $1,845,105 | RevenueAmt |
| Desc | THE "SUITES" VIBRANT ASSISTED LIVING -RESIDENTS OF JOSEPHINE'S 57 ASSISTED LIVING APARTMENTS RECEIVE COMPREHENSIVE INDIVIDUAL RESIDENTIAL CARE INCLUDING MEALS, HOUSEKEEPING, LAUNDRY SERVICES, ACTIVITIES AND OUTINGS. CERTIFIED NURSING ASSISTANTS ARE STAFFED 24 HOURS A DAY TO PROVIDE PERSONAL CARE ASSISTANCE AS NEEDED. A REGISTERED NURSE IS ALSO AVAILABLE 24 HOURS PER DAY. WE STRIVE TO CREATE AN ENVIRONMENT THAT MEETS THE UNIQUE NEEDS OF EACH INDIVIDUAL, IN A SAFE AND RESPECTFUL MANNER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $977,743 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $797,938 | RevenueAmt |
| Desc | CHILDCARE AND EARLY LEARNING -JOSEPHINE PROVIDES CHILD CARE, PRESCHOOL AND AFTER SCHOOL PROGRAMS FOR MORE THAN 250 INFANT TO SCHOOL AGE CHILDREN. THIRTY SIX CHILDREN ARE ENROLLED IN THE EARLY CHILDHOOD EDUCATION & ASSISTANCE PROGRAM (ECEAP) FOR UNDERPRIVILEGED CHILDREN. MONTESSORI KINDERGARTEN AND PRESCHOOL CLASSES ARE ALSO OFFERED. OUR CHILD CARE PROGRAMS ARE INTEGRATED THROUGHOUT JOSEPHINE'S FACILITY - GIVING CHILDREN AND NURSING HOME RESIDENTS DAILY OPPORTUNITIES FOR INTERGENERATIONAL ACTIVITIES AND LEARNING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,233 | ExpenseAmt |
| Revenue | $137,056 | RevenueAmt |
| Desc | ADDITIONAL SOURCES OF PROGRAM REVENUE WERE GENERATED FROM THE FOLLOWING:1) PARTICIPATION IN COST SAVINGS PROGRAMS SUCH AS LABOR & INDUSTRIES GROUP RETRO AND INCENTIVE PROGRAMS WHICH RESULT IN REBATES BASED UPON EFFECTIVE CLAIMS MANAGEMENT.2) FEES FOR TRANSPORTATION PROVIDED TO PRIVATE PAY RESIDENTS.3) QUALITY ASSURANCE DIVIDENDS FOR ADMINISTERING MEDICARE-APPROVED PROGRAM THAT ALLOWS LONG TERM CARE RESIDENTS TO BE SAFELY AND EFFECTIVELY TREATED WITHIN OUR FACILITY RATHER THAN INCURRING A HOSPITAL STAY.OTHER PROGRAM EXPENSES INCLUDED EXPENDITURES FROM JOSEPHINE'S GOOD SAMARITAN FUND ON BEHALF OF RESIDENTS IN FINANCIAL NEED FOR SUCH THINGS AS DENTAL & VISION EXAMS, DENTURE REPLACEMENT, OUTINGS, CLOTHING AND SUBSCRIPTIONS. JOSEPHINE ALSO PARTNERED WITH THE DEPARTMENT OF LABOR & INDUSTRIES TO PRODUCE A CAREGIVER SAFETY VIDEO ENTITLED "GOOD BODY MECHANIC & SAFE TRANSFER TECHNIQUES". | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $54,233 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $137,056 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,596,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 388 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY ROBERTSON CHIEF EXECUTIVE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606292126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1Txt |
| City | STANWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98292 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BEN RICHARDS | |||||||
| TREASURER 1/1-4/25, BM 4/25-12/31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARL GABRIELSON | |||||||
| PRESIDENT 1/1-4/25 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS GUSTAFSON | |||||||
| BM 3/1 - 12/31 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONN HOLLENBECK | |||||||
| BM 1/1-4/25, VICE CHAIR 4/25-12/31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERNIE FOSSE | |||||||
| BM 5/27-12/31 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY WOLDEN | |||||||
| BM 1/1-4/25, SECRETARY 4/25-12/31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IRENE NELSON | |||||||
| BM 4/25-12/31 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY VAN VLIET | |||||||
| BOARD MEMBER (BM) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY GEARIETY | |||||||
| BM 1/1-4/25, CHAIR 4/25-12/31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY SLIND | |||||||
| SECRETARY 1/1-4/25 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT BRENTS | |||||||
| VP 1/1-4/25, BM 4/25-12-31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE HOAG | |||||||
| BOARD MEMBER (BM) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM LUCAS | |||||||
| BM 1/1-4/25, TREASURER 5/25-12/31 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN PIGOTT | |||||||
| CONTROLLER | 40.00 | $107,721 | $0 | $12,279 | Yes (X) | ||
| KAREN JACOBSON | |||||||
| DIRECTOR OF NURSING | 40.00 | $111,787 | $0 | $3,242 | Yes (X) | ||
| TERI LINDGREN | |||||||
| NURSING HOME ADMINISTRATOR | 40.00 | $108,293 | $0 | $8,248 | Yes (X) | ||
| TERRY ROBERTSON | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $153,140 | $0 | $58,164 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $480,941 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AEGIS THERAPIES INC | |||||
| PO BOX 8103 | FORT SMITH | AR | 72902 | PHYSICAL, SPEECH & OCCUPATIONAL THERAPIE | $828,246 |
| INFINITY REHAB | |||||
| 25117 SW PARKWAY STE D | WILSONVILLE | OR | 97070 | THERAPY-PHYSICAL, OCCUPATIONAL, SPEECH | $291,175 |
| SNF SOLUTIONS | |||||
| 10506 420TH AVE SE | NORTH BEND | WA | 98045 | BILLING SERVICES - SKILLED NURSING FACIL | $107,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $244,173 | GovernmentGrantsAmt |
| All Other Contributions | $85,572 | AllOtherContributionsAmt |
| Total Contributions | $329,745 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME-MEDICAID | 623000 | $7,561,925 | $7,561,925 |
| NURSING HOME-MEDICARE | 623000 | $4,662,367 | $4,662,367 |
| ASSISTED LIVING REVENUE | 623000 | $1,845,105 | $1,845,105 |
| NURSING HOME-PRIVATE | 623000 | $1,810,948 | $1,810,948 |
| CHILD CARE REVENUE | 624410 | $797,938 | $797,938 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,056 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,815,339 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,603 | TotalRevenueColumnAmt |
| Exclusion | $44,603 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,950 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,365 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $585 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $585 | TotalRevenueColumnAmt |
| Exclusion | $585 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,339,568 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,339,568 | SecuritiesAmt |
| Other | $11,812 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$11,812 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,812 | TotalRevenueColumnAmt |
| Exclusion | -$11,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,673 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,249 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,424 | TotalRevenueColumnAmt |
| Exclusion | $5,424 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,183,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,815,339 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,750 | TotalAmt |
| Program Services | $9,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,668 | TotalAmt |
| Management And General | $212,668 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,646,376 | TotalAmt |
| Program Services | $8,066,903 | ProgramServicesAmt |
| Management And General | $576,990 | ManagementAndGeneralAmt |
| Fundraising | $2,483 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,236 | TotalAmt |
| Program Services | $97,959 | ProgramServicesAmt |
| Management And General | $15,277 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,885 | TotalAmt |
| Program Services | $648,651 | ProgramServicesAmt |
| Management And General | $36,234 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,955 | TotalAmt |
| Program Services | $834,787 | ProgramServicesAmt |
| Management And General | $67,796 | ManagementAndGeneralAmt |
| Fundraising | $372 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,000 | TotalAmt |
| Management And General | $23,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,129 | TotalAmt |
| Management And General | $181,129 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,450 | TotalAmt |
| Management And General | $4,450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,928 | TotalAmt |
| Program Services | $1,331,430 | ProgramServicesAmt |
| Management And General | $60,498 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,799 | TotalAmt |
| Management And General | $79,799 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,371 | TotalAmt |
| Program Services | $121,183 | ProgramServicesAmt |
| Management And General | $250,987 | ManagementAndGeneralAmt |
| Fundraising | $1,201 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,835 | TotalAmt |
| Management And General | $145,835 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,730 | TotalAmt |
| Program Services | $769,769 | ProgramServicesAmt |
| Management And General | $23,961 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,235 | TotalAmt |
| Program Services | $39,611 | ProgramServicesAmt |
| Management And General | $20,624 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,418 | TotalAmt |
| Program Services | $14,488 | ProgramServicesAmt |
| Management And General | $37,930 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,542 | TotalAmt |
| Management And General | $8,542 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,774 | TotalAmt |
| Program Services | $721,476 | ProgramServicesAmt |
| Management And General | $67,899 | ManagementAndGeneralAmt |
| Fundraising | $399 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,429 | TotalAmt |
| Management And General | $56,429 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICARE/HMO ANCILLARY | $555,000 | $555,000 | |
| FOOD AND SUPPLEMENTS | $528,256 | $528,256 | |
| MEDICAL SUPPLIES AND SM | $409,175 | $409,175 | |
| REPAIRS AND MAINTENANCE | $183,627 | $155,619 | $28,008 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,646 | TotalAmt |
| Program Services | $292,797 | ProgramServicesAmt |
| Management And General | $67,849 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,567,214 | TotalAmt |
| Program Services | $14,596,854 | ProgramServicesAmt |
| Management And General | $1,965,905 | ManagementAndGeneralAmt |
| Fundraising | $4,455 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,356 | BOYAmt |
| EOY | $3,044,746 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,489,508 | BOYAmt |
| EOY | $1,240,941 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,579 | BOYAmt |
| EOY | $1,805,319 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,447 | BOYAmt |
| EOY | $67,824 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,589 | BOYAmt |
| EOY | $132,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,500,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,089,551 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,692,700 | BOYAmt |
| EOY | $7,410,722 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,622 | BOYAmt |
| EOY | $1,544,388 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,880 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,718,424 | BOYAmt |
| EOY | $2,772,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,508,105 | BOYAmt |
| EOY | $18,018,666 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,871 | BOYAmt |
| EOY | $1,093,474 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,894 | BOYAmt |
| EOY | $69,040 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,665,188 | BOYAmt |
| EOY | $5,397,188 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,478 | BOYAmt |
| EOY | $194,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,923,431 | BOYAmt |
| EOY | $6,754,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,084,109 | BOYAmt |
| EOY | $10,751,538 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,674 | BOYAmt |
| EOY | $64,051 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,891 | BOYAmt |
| EOY | $448,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,584,674 | BOYAmt |
| EOY | $11,264,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,508,105 | BOYAmt |
| EOY | $18,018,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $616,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,137 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $296,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,745 | CurrentTaxYearAmt |
| Total | $1,550,331 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,973,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,493,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,161,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,052,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,815,339 | CurrentTaxYearAmt |
| Total | $82,495,427 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,295,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,811,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,445,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,348,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,145,084 | CurrentTaxYearAmt |
| Total | $84,045,758 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $84,045,758 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,553 | CurrentTaxYearAmt |
| Total | $244,733 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,553 | CurrentTaxYearAmt |
| Total | $244,733 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,349,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,862,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,496,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,389,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,192,637 | CurrentTaxYearAmt |
| Total | $84,290,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,100 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $1,200 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,300 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | MET WITH LEGISLATORS TO EDUCATE THEM ON OUTCOMES OF PENDING BILLS AND FUNDING. STAFF, BOARD MEMBERS, VOLUNTEERS ATTEND LEGISLATIVE DAYS IN OLYMPIA. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $474,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,121 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $989 | AdministrativeExpensesAmt |
| End Year Balance | $490,855 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $460,129 | BeginningYearBalanceAmt |
| Contributions | $160 | ContributionsAmt |
| Investment Earnings Or Losses | $15,331 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $897 | AdministrativeExpensesAmt |
| End Year Balance | $474,723 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $452,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,649 | OtherExpendituresAmt |
| Administrative Expenses | $822 | AdministrativeExpensesAmt |
| End Year Balance | $460,129 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $459,572 | BeginningYearBalanceAmt |
| Contributions | $50 | ContributionsAmt |
| Investment Earnings Or Losses | -$564 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,211 | OtherExpendituresAmt |
| Administrative Expenses | $725 | AdministrativeExpensesAmt |
| End Year Balance | $452,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,129 | BeginningYearBalanceAmt |
| Contributions | $23,755 | ContributionsAmt |
| Investment Earnings Or Losses | $12,721 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,507 | OtherExpendituresAmt |
| Administrative Expenses | $526 | AdministrativeExpensesAmt |
| End Year Balance | $459,572 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $468,554 | OtherCostOrOtherBasisAmt |
| Book Value | $468,554 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,844,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,369,212 | DepreciationAmt |
| Book Value | $2,474,922 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,132,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,707,653 | DepreciationAmt |
| Book Value | $3,425,119 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,054,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,012,686 | DepreciationAmt |
| Book Value | $1,042,127 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,410,722 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LOAN ISSUANCE FEES, NET | $110,327 |
| LAND HELD FOR FUTURE DEVELOPMENT | $2,597,754 |
| NQDCP | $64,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,772,191 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR RESIDENTS | $10,937 |
| CAPITAL LEASE | $115,010 |
| NQDCP | $68,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $194,484 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,249,386 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $63,137 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,365 | OtherRevenueAmt |
| Revenue Not Reported | $65,502 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,183,884 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,183,884 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,569,580 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,366 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,567,214 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,567,214 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT AND FURTHER THE MISSION AND MINISTRY OF THE HOME. DISTRIBUTIONS FROM THE ENDOWMENT FUND SHALL BE TO SUPPORT CAPITAL IMPROVEMENTS WITHIN THE PROPERTY, GROUNDS, BUILDINGS AND PROGRAMS OF JOSEPHINE. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. EXEMPTION HAS ALSO BEEN GIVEN BY SNOHOMISH COUNTY (THE "COUNTY") FROM ALL PERSONAL PROPERTY TAXES. IN ADDITION, THE COUNTY HAS GRANTED EXEMPTION FOR REAL PROPERTY ASSOCIATED WITH THE NURSING HOME, BOARDING HOME, AND CHILD CARE PROGRAMS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(L)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND WAS REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2014, THE ORGANIZATION HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,365. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,366. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $9,750 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JOSEPHINE HAS A SCHOLARSHIP FUND THAT SUPPORTS STAFF MEMBERS IN PURSUING EDUCATION IN THE FIELD OF HUMAN SERVICES. ANY JOSEPHINE EMPLOYEE, IN GOOD STANDING, WISHING TO FURTHER THEIR EDUCATION IN A FIELD WHICH BENEFITS JOSEPHINE, AND HAS WORKED AT JOSEPHINE FOR AT LEAST 1 YEAR BY THE START DATE OF THE QUARTER FOR WHICH THEY ARE APPLYING FOR A SCHOLARSHIP, MAY APPLY FOR A SCHOLARSHIP. THE SCHOLARSHIP COMMITTEE CONSIDERS THE FOLLOWING CRITERIA IN AWARDING EDUCATION SCHOLARSHIPS: APPLICANT'S CAREER GOALS, ACCREDITATION OF INSTITUTION, COURSE OF STUDY, FULL OR PART-TIME STATUS, REFERENCES AND GRADES. IF EMPLOYMENT IS TERMINATED PRIOR TO COMPLETION OF COURSE WORK, OR IF EMPLOYMENT IS TERMINATED PRIOR TO ONE YEAR FROM THE SCHOLARSHIP AWARD DATE, THE FULL AMOUNT OF THE SCHOLARSHIP FUNDS AWARDED MAY BE DEDUCTED FROM THE EMPLOYEE'S PAYCHECK(S). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROBERTSON | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $148,839 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $101 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $4,200 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $49,839 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,325 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $211,304 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | A NON-QUALIFIED DEFERRED COMPENSATION PLAN (TOP HAT PLAN) HAS BEEN ESTABLISHED FOR JOSEPHINE'S CEO TERRY ROBERTSON. CEO TERRY ROBERTSON ELECTED ON 12/31/2013 TO MAKE VOLUNTARY SALARY DEFERRAL PAYMENTS DURING 2014 TOTALING $30,000. THE BOARD OF DIRECTORS ALSO HAS ESTABLISHED A CORPORATE OWNED LIFE INSURANCE POLICY AND HAS PROMISED TO MAKE A $12,000 CONTRIBUTION TO THIS POLICY FOR A DURATION OF SEVEN YEARS STARTING IN 2014, DEPENDENT UPON CONTINUED EMPLOYMENT AND SATISFACTORY EVALUATIONS. THIS DEFERRED COMPENSATION ARRANGEMENT IS UNFUNDED, UNSECURED AND SUBJECT TO THE FOLLOWING VESTING SCHEDULE THAT BEGINS WHEN THE EMPLOYEE REACHES 62 YEARS OF AGE. AGE 62 20% AGE 63 40% AGE 64 60% AGE 65 80% AGE 66 100% EXCEPTION: 100% IF SEPARATION FROM SERVICE RESULTED FROM DEATH OR DISABILITY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE HOUSING FINANCE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911874730 | BondIssuerEIN |
| Bond Issued | 2005-08-04 | BondIssuedDt |
| Issue Price | $7,293,188 | IssuePriceAmt |
| Purpose | SEE SCHEDULE O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Issuance Costs From Proceeds | $143,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,150,188 | CapitalExpendituresAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: WASHINGTON STATE HOUSING FINANCE COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 08/04/2005 |
| SCHEDULE K SUPPLENTAL INFORMATION | BOND ISSUES - DESCRIPTION OF PURPOSE REMODEL/EXPANSION; REFUND OF PRIOR BOND - 1995 LOW INCOME HOUSING ASSISTANCE REVENUE BOND ISSUED BY HOUSING AUTHORITY OF SNOHOMISH COUNTY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP SHALL BE OPEN TO EACH CHURCH CONGREGATION IN SNOHOMISH, ISLAND, SKAGIT AND WHATCOM COUNTIES WHO HAVE EXPRESSED A COMMITMENT TO THE MISSION OF JOSEPHINE AND WHOSE APPLICATION HAS BEEN APPROVED BY THE BOARD OF DIRECTORS OF JOSEPHINE. AT ALL TIMES THE MAJORITY OF CONGREGATIONS HOLDING CORPORATE MEMBERSHIP SHALL BE LUTHERAN. BYLAW 5.0.1-ANY CONGREGATION DESCRIBED IN ARTICLE V MAY, ACCORDING TO ITS CONSTITUTION AND BYLAWS WITH THE APPROVAL OF ANY HIGHER DISCIPLINE TO WHICH IT MAY BE RESPONSIBLE, ELECT TO APPLY FOR MEMBERSHIP IN THE CORPORATION. BYLAW 5.0.2-SUCH CONGREGATIONS SHALL SEND A FORMAL LETTER OF APPLICATION TO THE BOARD OF DIRECTORS OF JOSEPHINE. A DULY ENDORSED COVENANT STATEMENT OF THE CONGREGATION'S COMMITMENT TO THE MISSION OF JOSEPHINE SHALL ACCOMPANY THE LETTER OF APPLICATION. BYLAW 5.0.3-THE COVENANT STATEMENT SHALL BE RENEWED ANNUALLY AS A REQUISITE TO CONTINUED MEMBERSHIP IN THE CORPORATION. BYLAW 5.0.4-UPON APPROVAL OF THE APPLICATION FOR MEMBERSHIP BY THE BOARD OF DIRECTORS OF JOSEPHINE, THE MEMBERSHIP OF ANY SUCH CONGREGATION SHALL BE ESTABLISHED AND THE NAME OF THE CORPORATION ENTERED UPON THE ROLLS OF JOSEPHINE AS A VOTING MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | 6.1-MEMBER CONGREGATIONS WILL BE REPRESENTED BY DELEGATES AT REGULAR AND SPECIAL MEETINGS OF THE CORPORATION. 6.2-THE NUMBER OF DELEGATES PER MEMBER SHALL BE SET FORTH IN THE BYLAWS. BYLAW 6.2.1-IN ADDITION TO A PASTOR OF THE MEMBER CONGREGATION, EACH CONGREGATION SHALL DESIGNATE ANNUALLY TWO (2) DELEGATES TO REPRESENT THE CONGREGATION IN THE CORPORATION. BYLAW 6.2.2-IN THE EVENT A PASTOR OF THE MEMBER CONGREGATION CANNOT OR CHOOSES NOT TO BE A DELEGATE, THE MEMBER CONGREGATION MAY ELECT AN ALTERNATE DELEGATE. 6.3-DELEGATES WILL EXERCISE THE VOTING RIGHTS OF THE MEMBER AND REPORT PERTINENT INFORMATION TO THE MEMBER. BYLAW 6.3.1-IN THE EVENT THAT A MEMBER CONGREGATION MUST SEND A PROXY VOTER TO THE ANNUAL CORPORATION MEETING SUCH PERSON OR PERSONS MUST BE IDENTIFIED TO THE SECRETARY OF JOSEPHINE PRIOR TO THE BEGINNING OF THE MEETING. 6.4-ELECTION OR APPOINTMENT OF DELEGATES WILL BE DETERMINED BY EACH MEMBER CONGREGATION. BYLAW 6.4.1-EACH MEMBER CONGREGATION SHALL FORWARD ITS LIST OF DELEGATES WITH ADDRESSES AND TELEPHONE NUMBERS TO THE SECRETARY OF THE CORPORATION BY FEBRUARY 15TH EACH YEAR TO PROVIDE SUFFICIENT TIME FOR CORRESPONDENCE PRIOR TO THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 2014 FORM 990 WAS SENT BY EMAIL TO ALL BOARD MEMBERS ON 9/17/2015. ALL IN ATTENDANCE (8 OF 10 DIRECTORS) AT THE 9/22/15 REGULAR BOARD MEETING ACKNOWLEDGED RECEIPT OF THE FORM 990. THE OTHER TWO BOARD MEMBERS ACKNOWLEDGED RECEIPT VIA EMAIL TO THE BOARD CHAIR THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST ISSUES BROUGHT TO A BOARD MEMBER ARE REVIEWED BY THE BOARD FOR RESOLUTION TO DETERMINE IF PENDING/PRIOR ACTION IS MATERIAL/IMMATERIAL AND IF/WHAT MANNER OF RECUSAL IS TO BE TAKEN BY BOARD MEMBER OR KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD REVIEWED COMPARATIVE DATA FOR SIMILAR ORGANIZATIONS AND KEY POSITIONS COMPILED FROM: AMERICAN ASSOCIATION OF HOMES FOR THE AGING-NURSING HOME SALARY & BENEFITS REPORT; AGING SERVICES OF WASHINGTON LONG TERM CARE & SENIOR HOUSING EMPLOYEE COMPENSATION SURVEY AND GUIDESTAR. COMPENSATION OFFERED TO CEO, EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT PERSONNEL WAS NO MORE THAN PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. OFFICERS (BOARD MEMBERS) ARE UNPAID. KEY EMPLOYEES - BOARD REVIEWED COMPARATIVE DATA FOR SIMILAR ORGANIZATIONS AND KEY POSITIONS COMPILED FROM: AMERICAN ASSOCIATION OF HOMES FOR THE AGING-NURSING HOME SALARY & BENEFITS REPORT; AGING SERVICES OF WASHINGTON LONG TERM CARE & SENIOR HOUSING EMPLOYEE COMPENSATION SURVEY & GUIDESTAR. COMPENSATION OFFERED TO KEY EMPLOYEES WAS NO MORE THAN PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS AVAILABLE UPON REQUEST AND TO BE FILED WITH STATE OF WASHINGTON CHARITIES PROGRAM. THE FORM 1023 IS NOT AVAILABLE BECAUSE OF A GROUP EXEMPTION THROUGH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE ON REQUEST FROM THE EXECUTIVE DIRECTOR. CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, PUBLISHED IN THE ANNUAL REPORT, AND DISTRIBUTED AT THE ANNUAL MEETING. |
| FORM 990, PART IX, LINE 24E | MISCELLANEOUS: PROGRAM SERVICE EXPENSES 89,733. MANAGEMENT AND GENERAL EXPENSES 45,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,502. DIETARY/HOUSEKEEPING/LAUNDRY SUPPLIES: PROGRAM SERVICE EXPENSES 111,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,920. CHILD PROGRAM SUPPLIES: PROGRAM SERVICE EXPENSES 45,777. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,777. SAFETY NET ASSESSMENT: PROGRAM SERVICE EXPENSES 45,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,367. L&I RETRO FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,080. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,080. |