JOSEPHINE CARING COMMUNITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE CARING COMMUNITY (EIN 91-0570870)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-15
- IRS object ID
- 202532589349302543
- Schema version
- 2024v5.1
- 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) |
|---|---|---|
| Return | 2025-09-15T22:36:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910570870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE CARING COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | 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 | 2025-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Preparation | 2025-06-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| 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 | $35,388,251 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOSEPHINECC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING IN-PATIENT PHYSICAL REHAB., LONGTERM CARE, ASST. LIVING, CHILDCARE & EARLY LEARNING, HOME HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 325 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $547,824 | PYContributionsGrantsAmt |
| CY Contributions Grants | $455,614 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,700,685 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,997,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$201,926 | PYInvestmentIncomeAmt |
| CY Investment Income | $769,831 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,942 | PYOtherRevenueAmt |
| CY Other Revenue | $2,973 | CYOtherRevenueAmt |
| PY Total Revenue | $24,095,525 | PYTotalRevenueAmt |
| CY Total Revenue | $26,225,502 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,086 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,242 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,104,600 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,218,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,127 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,546,960 | PYOtherExpensesAmt |
| CY Other Expenses | $8,008,123 | CYOtherExpensesAmt |
| PY Total Expenses | $24,660,646 | PYTotalExpensesAmt |
| CY Total Expenses | $26,246,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$565,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,640,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,219,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,560,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,383,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,080,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,835,516 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION: JOSEPHINE IS A CAREGIVING COMMUNITY FOR ALL GENERATIONS. VISION: TO BE THE COMMUNITY OF CHOICE WHERE NO ONE IS LEFT UNCARED FOR. VALUES: JOSEPHINE, ROOTED IN GOD'S LOVE, BELIEVES IN:1) EXCELLENCE OF CARE2) A PIONEERING SPIRIT & COURAGE3) RESPONSIBLE STEWARDSHIPWE BELIEVE THAT ALL PEOPLE ARE WORTHY OF EXCEPTIONAL AND COMPASSIONATE CARE IN MIND, BODY, AND SPIRIT. WE HONOR OUR PAST WHILE RESPONDING TO CHANGING NEEDS AND MOVING INTO THE FUTURE. WE STRIVE TO BE 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 | $16,654,324 | ExpenseAmt |
| Grant | $11,955 | GrantAmt |
| Revenue | $19,601,831 | RevenueAmt |
| Desc | SARATOGA TRANSITIONAL REHAB & THE MEADOWS AT JOSEPHINE - *RECEIVED THE HIGHEST RATING FOR A NURSING HOME BY THE FEDERAL GOVERNMENT WITH A "4-5 STAR" RATING.*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.SKILLED NURSING:OUR "SARATOGA TRANSITIONAL REHAB" SERVICES PROVIDE NURSING AND THERAPY TREATMENT PLANS THAT 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 AND MEMORY CARE RESIDENCE:"THE MEADOWS AT JOSEPHINE" PROVIDES A BROAD RANGE OF CARE SERVICES FOR THOSE WHO ARE VERY FRAIL, WHO HAVE DEMENTIA, OR FOR THOSE WHO ARE PHYSICALLY UNABLE TO CARE FOR THEMSELVES ANY LONGER. 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 | $2,717,409 | ExpenseAmt |
| Revenue | $3,504,217 | 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 | $1,235,291 | ExpenseAmt |
| Grant | $1,041 | GrantAmt |
| Revenue | $1,327,298 | RevenueAmt |
| Desc | JOSIE'S LEARNING CENTER -JOSIE'S LEARNING CENTER PROVIDES CHILD CARE, PRESCHOOL AND AFTER SCHOOL PROGRAMS FOR MORE THAN 75 INFANT TO SCHOOL AGE CHILDREN. TWENTY-SEVEN 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 | $1,218,060 | ExpenseAmt |
| Grant | $6,246 | GrantAmt |
| Revenue | $563,738 | RevenueAmt |
| Desc | ADDITIONAL SOURCES OF PROGRAM REVENUE WERE GENERATED FROM THE FOLLOWING:1) HOME CARE SERVICES.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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,218,060 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,246 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $563,738 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,825,084 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 325 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| 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 |
| 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 CEO | 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 (19 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 |
|---|---|---|---|---|---|---|---|
| TOM LUCAS | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID HAYES | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL LARSEN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM CURTIS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET BARNES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA CHRISTOFERSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST FOSSE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE JOHNSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT KINNEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTI LAMBING | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SHOUP | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HUGHES | |||||||
| BOARD MEMBER (THRU 03/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM KARSTETTER | |||||||
| BOARD MEMBER (THRU 04/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ROBERTSON | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $472,054 | $0 | $24,365 | ||
| EDNA AMES | |||||||
| REGISTERED NURSE | 40.00 | $330,763 | $0 | $14,259 | Yes (X) | ||
| ALISHA HANSON | |||||||
| REGISTERED NURSE | 40.00 | $217,779 | $0 | $27,041 | Yes (X) | ||
| SHANNON ELLERTON | |||||||
| CONTROLLER | 40.00 | $186,546 | $0 | $29,890 | Yes (X) | ||
| ELINA COOPER | |||||||
| REGISTERED NURSE | 40.00 | $185,267 | $0 | $0 | Yes (X) | ||
| KIMBERLY COREY | |||||||
| REGISTERED NURSE | 40.00 | $152,033 | $0 | $18,745 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,544,442 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INFINITY REHAB | |||||
| 25117 SW PARKWAY STE D | WILSONVILLE | OR | 97070 | THERAPY-PHYSICAL, OCCUPATIONAL, SPEECH | $666,868 |
| SIMITREE HEALTHCARE CONSULTING | |||||
| 2518 WHITNEY AVENUE UNIT B | HAMDEN | CT | 06518 | HEALTHCARE CONSULTING, BILLING | $210,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $402,925 | GovernmentGrantsAmt |
| All Other Contributions | $52,689 | AllOtherContributionsAmt |
| Total Contributions | $455,614 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME-MEDICAID | 623000 | $11,978,483 | $11,978,483 |
| NURSING HOME-MEDICARE | 623000 | $4,869,455 | $4,869,455 |
| ASSISTED LIVING REVENUE | 623000 | $3,560,701 | $3,560,701 |
| NURSING HOME-PRIVATE | 623000 | $3,069,853 | $3,069,853 |
| CHILD CARE REVENUE | 624410 | $945,768 | $945,768 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $572,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $572,824 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,997,084 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,027 | TotalRevenueColumnAmt |
| Exclusion | $317,027 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,427 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,973 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,973 | TotalRevenueColumnAmt |
| Exclusion | $2,973 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,604,126 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,136,424 | SecuritiesAmt |
| Other | $14,898 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $467,702 | SecuritiesAmt |
| Other | -$14,898 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,804 | TotalRevenueColumnAmt |
| Exclusion | $452,804 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,225,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,997,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $772,804 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,242 | TotalAmt |
| Program Services | $9,242 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,345 | TotalAmt |
| Management And General | $365,345 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,382,951 | TotalAmt |
| Program Services | $14,371,147 | ProgramServicesAmt |
| Management And General | $1,011,804 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,576 | TotalAmt |
| Program Services | $260,834 | ProgramServicesAmt |
| Management And General | $30,742 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,909 | TotalAmt |
| Program Services | $769,166 | ProgramServicesAmt |
| Management And General | $42,743 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,861 | TotalAmt |
| Program Services | $1,253,277 | ProgramServicesAmt |
| Management And General | $113,584 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,606 | TotalAmt |
| Management And General | $73,606 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,423 | TotalAmt |
| Management And General | $130,423 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,596 | TotalAmt |
| Management And General | $980,596 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,540 | TotalAmt |
| Program Services | $162,318 | ProgramServicesAmt |
| Management And General | $510,427 | ManagementAndGeneralAmt |
| Fundraising | $795 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,697 | TotalAmt |
| Management And General | $441,697 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,104 | TotalAmt |
| Program Services | $841,036 | ProgramServicesAmt |
| Management And General | $121,068 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,719 | TotalAmt |
| Program Services | $58,834 | ProgramServicesAmt |
| Management And General | $2,885 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,716 | TotalAmt |
| Management And General | $84,716 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,705 | TotalAmt |
| Program Services | $508,139 | ProgramServicesAmt |
| Management And General | $125,234 | ManagementAndGeneralAmt |
| Fundraising | $332 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,055 | TotalAmt |
| Program Services | $14,744 | ProgramServicesAmt |
| Management And General | $146,311 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $624,512 | $624,512 | |
| FOOD AND SUPPLEMENTS | $490,815 | $490,815 | |
| REPAIRS & MAINTENANCE | $408,405 | $388,041 | $20,364 |
| ANCILLARY EXPENSES | $318,402 | $318,402 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,962,828 | TotalAmt |
| Program Services | $1,744,577 | ProgramServicesAmt |
| Management And General | $218,251 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,246,007 | TotalAmt |
| Program Services | $21,825,084 | ProgramServicesAmt |
| Management And General | $4,419,796 | ManagementAndGeneralAmt |
| Fundraising | $1,127 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,453,335 | BOYAmt |
| EOY | $1,853,813 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,614 | BOYAmt |
| EOY | $1,936,738 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,196 | BOYAmt |
| EOY | $2,365,540 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,307 | BOYAmt |
| EOY | $86,867 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,671 | BOYAmt |
| EOY | $219,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,281,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,281,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,112,345 | BOYAmt |
| EOY | $21,000,338 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,521,070 | BOYAmt |
| EOY | $12,051,005 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,799 | BOYAmt |
| EOY | $825,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,225 | BOYAmt |
| EOY | $879,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,640,562 | BOYAmt |
| EOY | $41,219,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,735,403 | BOYAmt |
| EOY | $3,726,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,101 | BOYAmt |
| EOY | $42,446 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,399 | BOYAmt |
| EOY | $13,319 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,023,019 | BOYAmt |
| EOY | $8,064,288 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,120 | BOYAmt |
| EOY | $2,537,496 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,560,042 | BOYAmt |
| EOY | $14,383,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,221,419 | BOYAmt |
| EOY | $25,919,460 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,101 | BOYAmt |
| EOY | $916,056 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,080,520 | BOYAmt |
| EOY | $26,835,516 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,640,562 | BOYAmt |
| EOY | $41,219,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $775,501 | 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 | $1,643,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,632,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $430,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $455,614 | CurrentTaxYearAmt |
| Total | $6,709,895 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,422,314 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,113,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,643,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,700,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,997,084 | CurrentTaxYearAmt |
| Total | $109,876,697 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $835 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,066,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,746,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,073,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,248,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,452,698 | CurrentTaxYearAmt |
| Total | $116,587,427 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240 | CurrentTaxYearMinus1YearAmt |
| Total | $6,850 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240 | CurrentTaxYearMinus1YearAmt |
| Total | $6,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $116,580,577 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,427 | CurrentTaxYearAmt |
| Total | $1,400,911 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,427 | CurrentTaxYearAmt |
| Total | $1,400,911 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,417 | CurrentTaxYearMinus1YearAmt |
| Total | $302,869 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,333,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,987,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,559,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,626,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,784,125 | CurrentTaxYearAmt |
| Total | $118,291,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98550 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98420 | PublicSupportPY509Pct |
| Investment Income CY | 0.01180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | LI AND WORKERS COMPENSATION REBATES - 2020 AMOUNT: $ 115,574. 2021 AMOUNT: $ 50,628. 2022 AMOUNT: $ 92,250. 2023 AMOUNT: $ 44,417. 2024 AMOUNT: $ 0. |
| PART I, LINE 1: | JOSEPHINE RECEIVED ITS GROUP TAX EXEMPTION BECAUSE OF ITS AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. WE BELIEVE THAT THE ORGANIZATION QUALIFIES FOR PUBLIC CHARITY STATUS AS A CHURCH. AS SUCH, PART 1, LINE 1 ALSO APPLIES TO THE ORGANIZATION. |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $762,438 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,214 | AdministrativeExpensesAmt |
| End Year Balance | $830,107 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $685,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $88,480 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,827 | AdministrativeExpensesAmt |
| End Year Balance | $762,438 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $771,664 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$74,146 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,733 | AdministrativeExpensesAmt |
| End Year Balance | $685,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $685,298 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,245 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,879 | AdministrativeExpensesAmt |
| End Year Balance | $771,664 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,452 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,757 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,911 | AdministrativeExpensesAmt |
| End Year Balance | $685,298 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72915 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27085 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,528,907 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $387,035 | OtherCostOrOtherBasisAmt |
| Book Value | $5,915,942 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,061,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,370,245 | DepreciationAmt |
| Book Value | $691,143 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,971,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,663,811 | DepreciationAmt |
| Book Value | $1,308,142 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,178,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,942,081 | DepreciationAmt |
| Book Value | $1,236,015 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,154,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,263 | DepreciationAmt |
| Book Value | $11,849,096 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,000,338 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-QUALIFIED DEFINED CONTRIBUTION PLAN | $766,894 |
| OPERATING LEASE LIABILITY | $162,735 |
| DEPOSITS | $1,607,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,537,496 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,012,430 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $775,501 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $775,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,236,929 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$11,427 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$11,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,225,502 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,257,434 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,427 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,427 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,246,007 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,246,007 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS TWO RESIDENT TRUST BANK ACCOUNTS FOR ITS RESIDENTS UNDER AN AGENCY ARRANGEMENT AS REQUIRED BY THE DEPARTMENT OF SOCIAL AND HEALTH SERVICES OF WASHINGTON STATE. |
| PART V, LINE 4: | THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT AND FURTHER THE MISSION AND MINISTRY OF THE JOSEPHINE CARING COMMUNITY. DISTRIBUTIONS FROM THE ENDOWMENT FUND SHALL BE CONSISTENT WITH THE ORGANIZATION'S MISSION, VISION AND VALUES AS WELL AS ITS STRATEGIC FRAMEWORK. |
| 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. 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, 2024 AND 2023, THE ORGANIZATION HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -11,427. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 11,427. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARRINGTON FOOD BANK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 696 | AddressLine1Txt |
| City | DARRINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 831619811 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL SCHOLARSHIPS | 7 | $9,000 |
| GOOD SAMARITAN FUND | 3 | $242 |
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). THE GOOD SAMARITAN FUND WAS ESTABLISHED TO PROVIDE COMPASSIONATE SUPPORT FOR RESIDENTS WHO CANNOT AFFORD TO PAY FOR BASIC NEEDS. THE FUNDS ALSO SUPPORT FUN AND MEANINGFUL ACTIVITIES INCLUDING OUTINGS AND EVENTS FOR RESIDENTS. ALL DONATED FUNDS ARE DEDICATED TO THE FRAILEST, POOREST OLDER ADULT RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL MEANS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRY ROBERTSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $440,292 | $0 | $31,762 | $0 | $0 | $0 | $12,189 | $0 | $12,176 | $0 | $496,419 | $0 | $131,073 | $0 |
| EDNA AMES | ||||||||||||||
| REGISTERED NURSE | $328,424 | $0 | $103 | $0 | $2,236 | $0 | $6,779 | $0 | $7,480 | $0 | $345,022 | $0 | $0 | $0 |
| ALISHA HANSON | ||||||||||||||
| REGISTERED NURSE | $189,164 | $0 | $24,102 | $0 | $4,513 | $0 | $8,671 | $0 | $18,370 | $0 | $244,820 | $0 | $0 | $0 |
| SHANNON ELLERTON | ||||||||||||||
| CONTROLLER | $186,444 | $0 | $102 | $0 | $0 | $0 | $6,613 | $0 | $23,277 | $0 | $216,436 | $0 | $0 | $0 |
| ELINA COOPER | ||||||||||||||
| REGISTERED NURSE | $183,973 | $0 | $102 | $0 | $1,192 | $0 | $0 | $0 | $0 | $0 | $185,267 | $0 | $0 | $0 |
| KIMBERLY COREY | ||||||||||||||
| REGISTERED NURSE | $150,108 | $0 | $110 | $0 | $1,815 | $0 | $6,473 | $0 | $12,272 | $0 | $170,778 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADOPTED A NONQUALIFIED DEFERRED COMPENSATION PLAN IN 2013 FOR A CERTAIN HIGHLY PAID EMPLOYEE. THIS DEFERRED COMPENSATION ARRANGEMENT IS UNFUNDED, UNSECURED, AND SUBJECT TO A VESTING SCHEDULE THAT BEGINS WHEN THE EMPLOYEE REACHES 62 YEARS OF AGE. THE PLAN ALLOWS FOR BOTH AN ELECTIVE DEFERRAL AND AN EMPLOYER DEFERRAL. BENEFITS ARE REPORTED ON THE EMPLOYEE'S W-2 AND SUBJECT TO FICA TAX AS VESTING OCCURS. THE PARTICIPANT'S ENTIRE ACCRUED BENEFIT IS SUBJECT TO THE FOLLOWING VESTING SCHEDULE: 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 CONGREGATION 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 CONGREGATION AND REPORT PERTINENT INFORMATION TO THE MEMBER CONGREGATION. 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 11B | FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM. THE CONTROLLER REVIEWS FORM 990 BEFORE THE FORM 990 IS SENT BY EMAIL TO ALL BOARD MEMBERS IN ADVANCE OF A REGULARLY SCHEDULED BOARD MEETING. ALL BOARD MEMBERS IN ATTENDANCE ACKNOWLEDGE RECEIPT OF THE FORM 990. ABSENT MEMBERS ACKNOWLEDGE RECEIPT BY EMAIL TO THE BOARD CHAIR THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. 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. IF AN ISSUE IS MATERIAL A BOARD MEMBER MUST RECUSE THEMSELVES FROM THE DISCUSSION OF AND VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD ANNUALLY REVIEWS 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. THE BOARD APPROVES COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR, AND OTHER TOP MANAGEMENT PERSONNEL. BOARD MEMBERS ARE UNPAID. |
| 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 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST FROM THE CEO. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, PUBLISHED IN THE ANNUAL REPORT, AND DISTRIBUTED AT THE ANNUAL MEETING. |
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