JOSEPHINE CARING COMMUNITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE CARING COMMUNITY (EIN 91-0570870)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-06
- IRS object ID
- 201102799349300805
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-06T10:56:15-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910570870 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE SUNSET HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 3606292126 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1 |
| City | STANWOOD | City |
| State | WA | State |
| ZIP Code | 98292 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY ROBERTSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3606292126 | Phone |
| Date Signed | 2011-10-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY J SCHAUER | Name |
| Phone | 2535724100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY ROBERTSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1 |
| City | STANWOOD | City |
| State | WA | State |
| ZIP Code | 98292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15366746 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JOSEPHINENET.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | A SOCIAL SERVICE MINISTRY OF THE ELCA PROVIDING ACUTE REHABILITATION, SKILLED NURSING CARE, ASSISTED LIVING, CHILDCARE AND EARLY LEARNING SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 337 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 343881 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 322043 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14913089 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14973059 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 38546 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52607 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1236 | OtherRevenuePriorYear |
| Other Revenue Current Year | -637 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15296752 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15347072 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9310925 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9325941 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27916 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4945523 | OtherExpensePriorYear |
| Other Expenses Current Year | 4977424 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14266948 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14315865 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1029804 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1031207 | RevenuesLessExpensesCY |
| Total Assets BOY | 13936513 | TotalAssetsBOY |
| Total Assets EOY | 14640744 | TotalAssetsEOY |
| Total Liabilities BOY | 7718448 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7379467 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6218065 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7261277 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10381673 | Expense |
| Grants | 7500 | Grants |
| Revenue | 12347306 | Revenue |
| Description | SKILLED NURSING -MEDICAL AND THERAPEUTIC 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1417322 | Expense |
| Grants | 1500 | Grants |
| Revenue | 1689188 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 985398 | Expense |
| Grants | 3500 | Grants |
| Revenue | 778219 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 43310 | Expense |
| Grants | 0 | Grants |
| Revenue | 158346 | Revenue |
| Description | CARE TEAM MINISTRY, ADULT DAY SERVICES & NAC TRAINING REIMBURSEMENT -CARE TEAM MINISTRY RESPONDS FREE OF CHARGE, TO THE NON-MEDICAL "QUALITY OF LIFE" NEEDS OF INDIVIDUALS NOT ROUTINELY PROVIDED BY EXISTING SOCIAL SERVICE PROGRAMS. CARE TEAMS, STAFFED BY LAY VOLUNTEERS FROM AREA CHURCHES, PROVIDE RESPITE CARE FOR OVERBURDENED HOME CARE GIVERS AND SOCIALIZATION. CHORES FOR FRAIL ELDERLY LIVING AT HOME AND INDIVIDUALIZED SUPPORT FOR ANYONE WITH SPECIAL NEEDS ARE ALSO PROVIDED. THROUGH JOSEPHINE, CARE TEAMS RECEIVE COMPREHENSIVE ORIENTATIONS, AND CLIENT SPECIFIC TRAINING DEALING WITH TOPICS SUCH AS ALZHEIMER'S DISEASE, STROKE, AGING, GRIEF, AND LOSS. IN ADDITION, JOSEPHINE WORKS CLOSELY WITH TEAM LEADERS TO PROVIDE THEM WITH THE TOOLS THEY NEED TO MANAGE THEIR TEAMS EFFECTIVELY. CARE TEAM MINISTRY FURTHERS JOSEPHINE'S MISSION BY PROVIDING INNOVATIVE, INDIVIDUALIZED CARE THAT COMPLEMENTS EXISTING SOCIAL SERVICE, ENSURING THAT THE NEEDS OF THE WHOLE PERSON - BODY, MIND AND SPIRIT - ARE BEING MET. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 43310 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 158346 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12827703 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 337 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY ROBERTSON EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3606292126 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 272ND PLACE NW | AddressLine1 |
| City | STANWOOD | City |
| State | WA | State |
| ZIP Code | 98292 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HARVEY WOLDEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SUZANNE KNAUS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| VICTOR LESHER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KIMBERLY GEARIETY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BILL SHULER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JERRY VAN VLIET | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JIM NEHER | |||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | ||
| LANA HANSON | |||||||
| VP 1/1-5/1, MEM 5/1-12/31 | 2.00 | 0 | 0 | 0 | X | ||
| CARL GABRIELSON | |||||||
| PRES 1/1-5/1, MEM 5/1-12/31 | 2.00 | 0 | 0 | 0 | X | ||
| MILLIE FOSBERG | |||||||
| MEM 1/1-5/1, PRES 5/1-12/31 | 2.00 | 0 | 0 | 0 | X | ||
| BEN RICHARDS | |||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | ||
| SCOTT BRENTS | |||||||
| BOARD MEMBER 1/1-5/1, VP 5/1-12/31 | 2.00 | 0 | 0 | 0 | X | ||
| NANCY SLIND | |||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | ||
| TERRY ROBERTSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 127171 | 0 | 4863 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 127171 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4863 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEGIS THERAPIES INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8103 | AddressLine1 |
| City | FORT SMITH | City |
| State | AR | State |
| ZIP Code | 72902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHYSICAL, SPEECH & OCCUPATIONAL THERAPIE | DescriptionOfServices |
| Compensation | 1089213 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 4795 | FundraisingEvents |
| Government Grants | 232211 | GovernmentGrants |
| All Other Contributions | 85037 | AllOtherContributions |
| Total Contributions | 322043 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING HOME REVENUE | 623000 | 12347306 | 12347306 |
| BOARDING HOME REVENUE | 623000 | 1689188 | 1689188 |
| CHILD CARE REVENUE | 624410 | 778219 | 778219 |
| OTHER PROGRAM REVENUE | 623000 | 153306 | 153306 |
| ADULT DAY CARE REVENUE | 623000 | 5040 | 5040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14973059 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52607 | TotalRevenueColumn |
| Exclusion | $52,607 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1800 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1246 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 554 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 554 | TotalRevenueColumn |
| Exclusion | $554 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4320 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 4795 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 10415 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6095 | TotalRevenueColumn |
| Exclusion | -$6,095 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12917 | GrossSalesOfInventory |
| Cost Of Goods Sold | 8013 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4904 | TotalRevenueColumn |
| Exclusion | $4,904 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15347072 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14973059 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $51,970 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12500 | Total |
| Program Services | 12500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131846 | Total |
| Management And General | 131846 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7425951 | Total |
| Program Services | 6993670 | ProgramServices |
| Management And General | 410184 | ManagementAndGeneral |
| Fundraising | 22097 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89129 | Total |
| Program Services | 82320 | ProgramServices |
| Management And General | 6809 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779603 | Total |
| Program Services | 737217 | ProgramServices |
| Management And General | 39936 | ManagementAndGeneral |
| Fundraising | 2450 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 899412 | Total |
| Program Services | 856242 | ProgramServices |
| Management And General | 41090 | ManagementAndGeneral |
| Fundraising | 2080 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15911 | Total |
| Management And General | 15911 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106144 | Total |
| Management And General | 106144 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199024 | Total |
| Program Services | 1184415 | ProgramServices |
| Management And General | 14609 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44174 | Total |
| Program Services | 585 | ProgramServices |
| Management And General | 43589 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293706 | Total |
| Program Services | 1065442 | ProgramServices |
| Management And General | 228259 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76084 | Total |
| Management And General | 76084 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558752 | Total |
| Program Services | 516315 | ProgramServices |
| Management And General | 42437 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59548 | Total |
| Program Services | 31442 | ProgramServices |
| Management And General | 28106 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29948 | Total |
| Program Services | 16953 | ProgramServices |
| Management And General | 12995 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341965 | Total |
| Program Services | 331078 | ProgramServices |
| Management And General | 10887 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614207 | Total |
| Program Services | 540995 | ProgramServices |
| Management And General | 71928 | ManagementAndGeneral |
| Fundraising | 1284 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82129 | Total |
| Program Services | 5286 | ProgramServices |
| Management And General | 76843 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICARE/HMO ANCILLARY | 400151 | 400151 | |
| MISCELLANEOUS | 129830 | 53092 | 76738 |
| AGING SERVICES L&I RETR | 25851 | 25851 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14315865 | Total |
| Program Services | 12827703 | ProgramServices |
| Management And General | 1460246 | ManagementAndGeneral |
| Fundraising | 27916 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1739835 | BOY |
| EOY | 2093875 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2555424 | BOY |
| EOY | 3470533 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1351748 | BOY |
| EOY | 1084177 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50865 | BOY |
| EOY | 40495 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105758 | BOY |
| EOY | 117276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17905404 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10331594 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7874277 | BOY |
| EOY | 7573810 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45117 | BOY |
| EOY | 50612 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51447 | BOY |
| EOY | 58267 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162042 | BOY |
| EOY | 151699 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13936513 | BOY |
| EOY | 14640744 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1083322 | BOY |
| EOY | 934335 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 31582 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6612188 | BOY |
| EOY | 6394188 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22938 | BOY |
| EOY | 19362 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7718448 | BOY |
| EOY | 7379467 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5743294 | BOY |
| EOY | 6768151 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52350 | BOY |
| EOY | 46950 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422421 | BOY |
| EOY | 446176 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6218065 | BOY |
| EOY | 7261277 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13936513 | BOY |
| EOY | 14640744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1031207 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12005 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318900 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 699279 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 343881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 322043 | CurrentTaxYear |
| Total | 1732973 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11589920 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13051844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13639752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14931142 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14973059 | CurrentTaxYear |
| Total | 68185717 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11638790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13370744 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14339031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15275023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15295102 | CurrentTaxYear |
| Total | 69918690 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 69918690 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 79492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54407 | CurrentTaxYear |
| Total | 323985 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 79492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54407 | CurrentTaxYear |
| Total | 323985 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11722163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13450236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14405398 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15315369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15349509 | CurrentTaxYear |
| Total | 70242675 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00500 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 432129 | BeginningOfYearBalance |
| Contributions | 23755 | Contributions |
| Investment Earnings Or Losses | 12721 | InvestmentEarningsOrLosses |
| Other Expenditures | 8507 | OtherExpenditures |
| Administrative Expenses | 526 | AdministrativeExpenses |
| End Of Year Balance | 459572 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 362708 | BeginningOfYearBalance |
| Contributions | 60111 | Contributions |
| Investment Earnings Or Losses | 9746 | InvestmentEarningsOrLosses |
| Other Expenditures | 353 | OtherExpenditures |
| Administrative Expenses | 83 | AdministrativeExpenses |
| End Of Year Balance | 432129 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000 | BeginningOfYearBalance |
| Contributions | 357370 | Contributions |
| Investment Earnings Or Losses | 353 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15 | AdministrativeExpenses |
| End Of Year Balance | 362708 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 468554 | OtherCostOrOtherBasis |
| Book Value | 468554 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8915142 | OtherCostOrOtherBasis |
| Depreciation | 5512372 | Depreciation |
| Book Value | 3402770 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5835923 | OtherCostOrOtherBasis |
| Depreciation | 2992676 | Depreciation |
| Book Value | 2843247 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2414305 | OtherCostOrOtherBasis |
| Depreciation | 1650710 | Depreciation |
| Book Value | 763595 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 271480 | OtherCostOrOtherBasis |
| Depreciation | 175836 | Depreciation |
| Book Value | 95644 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7573810 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $2,020 |
| FUNDS HELD FOR RESIDENTS | $17,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19362 | TotalOfAmounts |
| Total Revenue | 15347072 | TotalRevenue |
| Total Expenses | 14315865 | TotalExpenses |
| Excess Or Deficit For Year | 1031207 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12005 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 12005 | TotalAdjustments |
| Excess Or Deficit Per FS | 1043212 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15348318 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1246 | OtherRevenues |
| Revenue Not Rptd F990 | 1246 | RevenueNotRptdF990 |
| Revenue Subtotal | 15347072 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15347072 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14317111 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1246 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1246 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14315865 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14315865 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. EXEMPTION HAS ALSO BEEN GIVEN BY SNOHOMISH 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. REAL PROPERTY TAX IS PAID ON LAND HELD FOR INVESTMENT. 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 ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009, WHICH HAD NO FINANCIAL STATEMENT IMPACT TO THE ORGANIZATION. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,246. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,246. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 12 | NumberOfRecipients |
| Amount Of Cash Grant | 12500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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). | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE HOUSING FINANCE COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911874730 | IssuerEIN |
| Date Issued | 2005-08-04 | DateIssued |
| Issue Price | 7293188 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 7293188 | AmountRetired |
| Issuance Costs From Proceeds | 143000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 7150188 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | JOSEPHINE IS A CHRISTIAN COMMUNITY WELCOMING PEOPLE OF ALL FAITHS. WE OFFER CARE FOR THE WHOLE PERSON - BODY, MIND, AND SPIRIT. THROUGH INNOVATIVE RESIDENTIAL AND NON-RESIDENTIAL HEALTH AND LONG TERM CARE SERVICES, COMPREHENSIVE CHILD SERVICES, AND OUR SPECIAL FOCUS ON INTEGRATED PROGRAMS, WE STRIVE TO BE A RESOURCE TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. |
| 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 SUNSET HOME AND WHOSE APPLICATION HAS BEEN APPROVED BY THE BOARD OF DIRECTORS OF JOSEPHINE SUNSET HOME. 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 SUNSET HOME. A DULY ENDORSED COVENANT STATEMENT OF THE CONGREGATION'S COMMITMENT TO THE MISSION OF JOSEPHINE SUNSET HOME 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 SUNSET HOME, THE MEMBERSHIP OF ANY SUCH CONGREGATION SHALL BE ESTABLISHED AND THE NAME OF THE CORPORATION ENTERED UPON THE ROLLS OF JOSEPHINE SUNSET HOME 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 SUNSET HOME 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 | PRESENTED TO BOARD FROM GOVERNANCE COMMITTEE WITH MOTION TO ACCEPT/DECLINE BEGINNING IN 2009. | |
| 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 THE 75TH PERCENTILE 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 THE 75TH PERCENTILE 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 12,005. |
| BOND ISSUES- DESCRIPTION OF PURPOSE | SCHEDULE K, PART I, COLUMN F | REMODEL/EXPANSION; REFUND OF PRIOR BOND - 1995 LOW INCOME HOUSING ASSISTANCE REVENUE BOND ISSUED BY HOUSING AUTHORITY OF SNOHOMISH COUNTY. |