2024-03-20T13:50:56-05:00 2023-09-30 910189318 MOSS ADAMS LLP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2022-10-01 910295070 THE LIGHTHOUSE FOR THE BLIND INC LIGH 2063224200 2501 SOUTH PLUM STREET SEATTLE WA 98144 GEORGE ABBOTT PRESIDENT & CEO 2063224200 2024-03-19 1 GEORGE ABBOTT 999009999 0 EMINA O CRESSWELL CPA P01217304 5097472600 2024-03-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE ABBOTT 2501 SOUTH PLUM STREET SEATTLE WA 98144 103049182 0 X WWW.LHBLIND.ORG X 1918 WA WE EMPOWER PEOPLE WHO ARE BLIND, DEAFBLIND, AND BLIND WITH OTHER DISABILITIES BY CREATING DIVERSE, SUSTAINABLE, AND MEANINGFUL EMPLOYMENT OPPORTUNITIES. 9 9 524 73 8814 0 1575207 1268924 76957437 80543024 676162 43689 32967 13617 79241773 81869254 0 0 0 0 30644091 32526977 0 0 105892 52288326 56306739 82932417 88833716 -3690644 -6964462 67863609 69887568 8519973 15501356 59343636 54386212 X WE EMPOWER PEOPLE WHO ARE BLIND, DEAFBLIND, AND BLIND WITH OTHER DISABILITIES BY CREATING DIVERSE, SUSTAINABLE, AND MEANINGFUL EMPLOYMENT OPPORTUNITIES. 0 0 77409983 80374458 SEE SCHEDULE O.THE LIGHTHOUSE FOR THE BLIND, INC. IS A LEADING MANUFACTURER IN WASHINGTON STATE, WITH A FACILITY IN SEATTLE AND ANOTHER IN SPOKANE. A THIRD MANUFACTURING FACILITY IS LOCATED IN SUMMERVILLE, SOUTH CAROLINA. THESE FACILITIES PRODUCE PARTS FOR THE AEROSPACE INDUSTRY, EQUIPMENT FOR THE MILITARY, AND PRODUCTS FOR THE OFFICE SETTING. IN ADDITION, THE ORGANIZATION OPERATES ELEVEN BASE SUPPLY CENTERS ON MILITARY PROPERTIES IN WASHINGTON, CALIFORNIA, AND NEVADA. CONTRACT MANAGEMENT SERVICES ARE PROVIDED IN CALIFORNIA AND ALABAMA.THE LIGHTHOUSE HAS NEARLY 432 EMPLOYEES ACROSS ITS 20 LOCATIONS. OVER HALF ARE VISUALLY IMPAIRED. INDIVIDUALS WITH VISUAL IMPAIRMENTS, INCLUDING THOSE WHO ARE DEAFBLIND AND BLIND WITH OTHER DISABILITIES, WORK AT ALL LEVELS OF THE ORGANIZATION, INCLUDING PRODUCTION, OPERATIONS MANAGEMENT, INFORMATION AND TECHNOLOGY, HUMAN RESOURCES, FINANCE, AND PRESIDENT AND CEO. THE LIGHTHOUSE IS A WORLD-CLASS MANUFACTURER AND SERVICE PROVIDER, PLACING EMPHASIS ON QUALITY, CUSTOMER SERVICE, DELIVERY, AND PRICE. THE LIGHTHOUSE ADHERES TO HIGH STANDARDS, AND IS AS9100 REV D ACCREDITED AND ISO 9001:2015 CERTIFIED. THE LIGHTHOUSE DEDICATES SIGNIFICANT RESOURCES TO EMPLOYEE TRAINING, SUPPORT, AND ACCOMMODATIONS, AND PROACTIVELY PREPARES PEOPLE WITH VISUAL IMPAIRMENTS FOR CAREER ADVANCEMENT OPPORTUNITIES. 335807 173369 THE LOW VISION CLINIC OFFERS FUNCTIONAL VISION ASSESSMENTS BY A RESIDENCY TRAINED OPTOMETRIST WHO WILL WORK TO MAXIMIZE VISION AND FUNCTION TO PERFORM DAILY LIVING TASKS. A LOW VISION THERAPIST WORKS TO ENSURE EACH INDIVIDUAL IS COMFORTABLE AND CONFIDENT WITH THE PRESCRIBED AID AND TECHNIQUE. 191672 0 THE INDEPENDENT LIVING PROGRAM PROVIDES IN HOME INSTRUCTION FOR CLIENTS NEW TO VISION LOSS SO THEY CAN LEARN NEW WAYS OF PERFORMING TASKS OF EVERYDAY LIVING. THE INDEPENDENT LIVING PROGRAM SERVES THE FOLLOWING COUNTIES: KING, SNOHOMISH, SKAGIT, ISLAND AND SAN JUAN COUNTIES, AND O&M SERVICES FOR PIERCE COUNTY. INSTRUCTORS COME TO THE CLIENT'S HOME AND WORK WITH THEM TO LEARN NEW WAYS TO PERFORM THE TASKS OF EVERYDAY LIVING: APPLIANCE USE, MEDICATION MANAGEMENT, TELEPHONE AND TIME TELLING TECHNIQUES, AND READING AND WRITING. LIGHTHOUSE ORIENTATION AND MOBILITY INSTRUCTORS HELP CLIENTS ACHIEVE TRAVEL GOALS, SUCH AS MOVING AROUND THE HOME AND NEIGHBORHOOD SAFELY AND INDEPENDENTLY, OR TRAVELING BY BUS OR PARATRANSIT. 77937462 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 40 0 1 524 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NV SC WA X RABI GUPTA 2063224200 2501 SOUTH PLUM STREET SEATTLE WA 98144 PAUL REED CHAIRMAN 1.00 X X 0 0 0 ALAN CHAFFEE TRUSTEE 1.00 X 0 0 0 PETER CHIARELLI TRUSTEE 1.00 X 0 0 0 HAROLD EGLER TRUSTEE 1.00 X 0 0 0 PAUL LWALI TRUSTEE (THRU 11/22) 1.00 X 0 0 0 GARY MACKENSTADT TRUSTEE 1.00 X 0 0 0 MATTHEW PEDERSEN TRUSTEE 1.00 X 0 0 0 RAMONA PIERSON TRUSTEE (THRU 10/22) 1.00 X 0 0 0 BENNETT PROWS TRUSTEE (THRU 11/22) 1.00 X 0 0 0 JUDE JOHNSON TRUSTEE 1.00 X 0 0 0 MARK ROWLEY TRUSTEE 1.00 X 0 0 0 BRADLEY WIENS TRUSTEE (THRU 02/22) 1.00 1.00 X 0 0 0 MATTHEW JANUSAUSKAS TRUSTEE 1.00 X 0 0 0 GEORGE ABBOTT PRESIDENT & CEO 39.00 1.00 X 336412 0 34911 PATRICK OHARA CHIEF OPERATIONS OFFICER 40.00 X 259132 0 24658 RABI GUPTA CFO & TREASURER 39.00 1.00 X 207468 0 9567 RONALD WAGNER VP OF HUMAN RESOURCES 40.00 X 161968 0 13469 MELANIE WIMMENAUER VP OF SERVICE BUSINESS & BSC'S 40.00 X 162865 0 20442 AMY KOEHL VP OF EMPLOYEE & COMMUNITY SERVICES 40.00 X 140294 0 19636 DIANA CROMBIE VP OF BUSINESS SYSTEMS 40.00 X 140723 0 19636 CHARLES DOBBS VP OF MARKETING AND PUBLIC RELATIONS 40.00 X 117172 0 13160 REMONA COWSER DIRECTOR OF PRODUCT MANAGEMENT 40.00 X 152254 0 27964 ANNA SHAGAS OPTOMETRIST, LOW VISION 40.00 X 147927 0 12776 DANA VAN DUSSEN SENIOR DIRECTOR OF HUMAN RESOURCES 40.00 X 124064 0 18031 MICHAEL JOHNSON AEROSPACE DIVISION MANAGER 40.00 X 133447 0 28308 SCOTT NICOLAUS DIRECTOR OF SALES AND BUSINESS DEVELOPMENT 40.00 X 138618 0 8214 2222344 0 250772 21 0 1 0 RUBINBROWN LLP ONE NORTH BRENTWOOD ST LOUIS MO 63105 MANAGEMENT CONSULTING 172809 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891822 AUDIT AND TAX SERVICES 134640 2 900888 368036 1268924 PRGM RELATED INV. SALE 424000 80369655 80369655 LOW VISION CLINIC 621300 173369 173369 80543024 577705 577705 20645912 21188232 -8304 -542320 8304 -534016 -534016 E2E LLC K-1 624310 7340 7340 MISCELLANEOUS INCOME 624310 4803 4803 NORTHERN TRUST K-1 624310 1474 1474 13617 81869254 80547827 8814 43689 1826301 669722 1156579 23372449 18435224 4937225 1969931 1716492 253439 3101227 2577407 523820 2257069 1730842 526227 236949 236949 123299 123299 5000 5000 60883 60883 1421306 216565 1204741 338637 103508 235129 293630 293630 1772645 1772645 147467 147467 218629 108315 110314 229509 229509 1236505 1236505 946386 942284 4102 657808 565983 91825 COST OF SALES 42426438 42426438 INTERPRETER FEES 288882 288882 EMPLOYEE RELATIONS 122001 2290 119711 5780765 5139360 535513 105892 88833716 77937462 10790362 105892 5043247 5459967 740092 660394 4924271 7182719 21286755 24339188 825151 900145 59599232 40431537 16297806 19167695 18746287 12177460 67863609 69887568 8196492 10240753 323481 260603 0 5000000 8519973 15501356 X 59343636 54386212 59343636 54386212 67863609 69887568 X -6964462 2015852 -8814 X 0 1 X 1 0 X 1073982 1350006 6973597 1575131 1268924 12241640 98415597 85554495 98707775 76957437 80543024 440178328 99489579 86904501 105681372 78532568 81811948 452419968 888642 1145289 1102977 4664741 7004932 14806581 44370918 43940323 53763144 42341367 39993161 224408913 45259560 45085612 54866121 47006108 46998093 239215494 213204474 292529 277172 307375 468801 577705 1923582 1977 12037 16268 4922 6814 42018 294506 289209 323643 473723 584519 1965600 40542 26345 4803 71690 99784085 87193710 106045557 79032636 82401270 454457258 0.46910 0.46740 0.00430 0.00370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 40,542. 2021 AMOUNT: $ 26,345. 2022 AMOUNT: $ 4,803. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5000 5000 88828716 88833716 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5000 5000 250000 250000 250000 250000 1000000 1500000 2334144 2334144 21610396 14382469 7227927 35654692 26049068 9605624 19167695 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS AN ENTITY DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER THE PROVISIONS OF IRC SECTIONS 511 THROUGH 515. THE ORGANIZATION DID NOT INCUR MATERIAL UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. IN ADDITION, THE ORGANIZATION QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS 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. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. AS OF SEPTEMBER 30, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. X X 0 0 0 0 0 0 0 1 0 GEORGE ABBOTT PRESIDENT & CEO 285787 0 50625 0 0 0 17100 0 17811 0 371323 0 0 0 PATRICK OHARA CHIEF OPERATIONS OFFICER 214132 0 45000 0 0 0 14600 0 10058 0 283790 0 0 0 RABI GUPTA CFO & TREASURER 197468 0 10000 0 0 0 7546 0 2021 0 217035 0 0 0 MELANIE WIMMENAUER VP OF SERVICE BUSINESS & BSC'S 150365 0 12500 0 0 0 10384 0 10058 0 183307 0 0 0 REMONA COWSER DIRECTOR OF PRODUCT MANAGEMENT 151845 0 409 0 0 0 10153 0 17811 0 180218 0 0 0 RONALD WAGNER VP OF HUMAN RESOURCES 151968 0 10000 0 0 0 10775 0 2694 0 175437 0 0 0 MICHAEL JOHNSON AEROSPACE DIVISION MANAGER 133018 0 429 0 0 0 4256 0 24052 0 161755 0 0 0 ANNA SHAGAS OPTOMETRIST, LOW VISION 147535 0 392 0 0 0 10082 0 2694 0 160703 0 0 0 DIANA CROMBIE VP OF BUSINESS SYSTEMS 131223 0 9500 0 0 0 9600 0 10036 0 160359 0 0 0 AMY KOEHL VP OF EMPLOYEE & COMMUNITY SERVICES 130794 0 9500 0 0 0 9600 0 10036 0 159930 0 0 0 PART I, LINE 7 BONUSES ARE AWARDED FOR THE FISCAL YEAR AT THE DISCRETION AND APPROVAL OF THE FINANCE COMMITTEE. BONUSES ARE AVAILABLE TO ALL EMPLOYEES WITH OVER ONE YEAR OF SERVICE. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED IN FY23 FOR THE FOLLOWING CHANGES; THE LIGHTHOUSE DOES NOT HAVE MEMBERS AND DOES NOT INTEND TO HAVE MEMBERS, IF A TRUSTEE IS PROVIDED COMPENSATION FOR SERVICES PROVIDED IT IS CONDITIONED UPON COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, ONLY TRUSTEES CAN BE MEMBERS OF A COMMITTEE, HAVING AN EXECUTIVE COMMITTEE IS NOW OPTIONAL, AND THE BOARD CHAIR AND VICE CHAIR(S) SHALL BE MEMBERS OF THE CURRENT BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990, INCLUDING THE SCHEDULE B, IS REVIEWED BY THE LIGHTHOUSE FOR THE BLIND, INCORPORATED'S KEY MANAGEMENT TEAM MEMBERS AND THE AUDIT COMMITTEE, AND THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY ON AN ANNUAL BASIS REQUIRES EACH BOARD TRUSTEE TO REVIEW, REPORT AND SIGN A CONFLICT OF INTEREST FORM. THE ORGANIZATION ALSO PROVIDES EACH MEMBER WITH A BOARD MANUAL THAT INCLUDES THIS FORM AND OTHER POLICIES. ONGOING UPDATES TO POLICIES ARE DISTRIBUTED TO TRUSTEES AS THEY OCCUR. THE ORGANIZATION FOLLOWS UP AND INVESTIGATES ANY EXCEPTIONS NOTED OR REPORTED EITHER ON THE CONFLICT OF INTEREST FORM, THROUGH DISCUSSIONS OR BY OTHER MEANS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES THIRD-PARTY COMPARABILITY DATA AND MUST HAVE APPROVAL BY THE BOARD OF TRUSTEES FOR EXECUTIVE, AND OFFICER COMPENSATION. THE ORGANIZATION USES COMPARABILITY DATA PROVIDED BY THIRD-PARTIES AND APPROVAL BY APPLICABLE EXECUTIVE TEAM MEMBERS FOR KEY EMPLOYEE COMPENSATION. THIS PROCESS IS DOCUMENTED AND LAST DONE AUGUST 2021. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REASONABLE REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: PASSTHROUGH INCOME NORTHERN TRUST K-1 -1,474. PASSTHROUGH INCOME FROM E2E K-1 -7,340. SEATTLE LIGHTHOUSE FOR THE BLIND FOUNDATION 2501 S PLUM STREET SEATTLE WA 98144 161648213 SOLICITING FUNDS EXCLUSIVELY TO SUPPORT ECS PROGRAMS AT LIGHTHOUSE WA 501(C)(3) 11A-I THE LIGHTHOUSE FOR THE BLIND INC 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 SEATTLE LIGHTHOUSE FOR THE BLIND FOUNDATION C 900888 FMV