2017-10-16T11:32:16-05:00 2016-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2016-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE PRESIDENT/CEO 2537527112 2017-10-13 1 MICHAEL MCCRABB P00058953 2535667070 162.17.160.225 2017-10-13 13:56:01 PD P DF03C984F7A7BB06B903F8636FC9B51EC1262DD4 DF03C984F7A7BB06B903F8636FC9B51EC1262DD4 2016 2021-01-29 14:40:06Z KEVIN MCFEELY 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 23172430 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 11 11 496 288 0 0 178408 132636 21913846 22052799 179095 375507 207045 141598 22478394 22702540 90271 70722 0 0 13437211 13604456 0 0 0 8574435 8863208 22101917 22538386 376477 164154 23246394 22876296 17415447 17252358 5830947 5623938 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY EXISTS TO PROVIDE CARE IN A CHRIST-CENTERED ENVIRONMENT IN AN ATMOSPHERE OF RESPECT AND DIGNITY FOR THE WHOLE PERSON. 0 0 20833493 70722 22509151 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY (TLRC) IS ONE OF THE LARGEST CONTINUING CARE FACILITIES IN PIERCE COUNTY PROVIDING HEALTH CARE SERVICES AND A VARIETY OF RESIDENTIAL ACCOMMODATIONS FOR OVER 400 SENIORS DAILY. FOR OVER 70 YEARS, THE TLRC HAS GROWN AND CHANGED WITH THE CHANGING NEEDS OF THE SENIORS IN OUR COMMUNITY. WE OFFER A FULL CONTINUUM OF CARE AND SERVICES INCLUDING ACTIVE RETIREMENT LIVING, ASSISTED SENIOR LIVING, LONG TERM CARE, DEMENTIA CARE, RESPITE CARE, SHORT TERM MEDICAL CARE, REHABILITATION SERVICES, AND END-OF-LIFE CARE. WE HAVE A REPUTATION FOR AFFORDABLE QUALITY CARE AND QUALITY SENIOR LIVING FOR ALL. OUR FAITH-BASED COMMUNITY WELCOMES SENIORS OF ALL RELIGIOUS DENOMINATIONS AND BELIEFS. WE ARE MINDFUL OF ONE'S PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH. 20833493 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 9 0 1 496 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X X DAVID HOFFMAN 2537567565 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 R TIETJEN CHAIRMAN 5.00 X X 0 0 0 C PLAEHN VICE-CHAIR 5.00 X X 0 0 0 R KEMPE SECRETARY 5.00 X X 0 0 0 D BASSETT BOARD OF GOVERNORS 5.00 X 0 0 0 L GAFFNEY BOARD OF GOVERNORS 5.00 X 0 0 0 B GUSTAFSON BOARD OF GOVERNORS 5.00 X 0 0 0 J GRAVES BOARD OF GOVERNORS 5.00 X 0 0 0 C HILLSTEAD BOARD OF GOVERNORS 5.00 X 0 0 0 N KOMNICK TREASURER 5.00 X X 0 0 0 J LENG BOARD OF GOVERNORS 5.00 X 0 0 0 D NUGENT BOARD OF GOVERNORS 5.00 X 0 0 0 P OPGRANDE PRESIDENT/CEO 40.00 X 197232 0 18238 D HOFFMAN CFO 40.00 X 128314 0 28895 S CHRISTOR EMPLOYEE 40.00 X 130507 0 1710 P DONOR EMPLOYEE 40.00 X 121148 0 28558 577201 0 77401 4 0 1 0 0 132636 132636 PATIENT CARE 623000 15760003 15760003 APARTMENT AND SIXPLEX INCOME 623000 2936888 2936888 ASSISTED LIVING INCOME 623000 1863495 1863495 OTHER RESIDENT SERVICES 623000 1301210 1301210 GUEST MEALS 623000 191203 191203 22052799 60753 60753 784644 467428 2462 317216 -2462 314754 314754 OTHER 623000 141598 141598 141598 22702540 22509151 0 60753 70722 70722 325546 325546 11300287 10763880 536407 865491 703994 161497 1113132 992862 120270 12723 12723 35091 35091 164600 126847 37753 106838 41239 65599 705 705 791192 791192 26456 6158 20298 42159 16342 25817 403382 403382 1507122 1507122 166824 166824 CONTRACT LABOR/CONSULTA 2186119 2186119 DIETARY CONTRACT 1149897 1149897 ANCILLARIES 1046759 1046759 SUPPLIES 457777 455788 1989 765564 404366 361198 22538386 20833493 1704893 0 4514757 4695298 24529 3190 1670770 1385939 62617 45791 195099 218815 37643555 23558548 14471699 14085007 1906450 2036347 273573 263533 126900 142376 23246394 22876296 1395111 1598460 3380634 3256458 12190915 11896393 448787 501047 17415447 17252358 X 5830947 5623938 5830947 5623938 23246394 22876296 X 164154 -71779 -299384 X X 0 1 X 1 0 X 117036 282739 1536329 178408 132636 2247148 20505659 21288351 21844105 22241962 22509151 108389228 20622695 21571090 23380434 22420370 22641787 110636376 0 0 0 110636376 50561 55440 64227 58024 60753 289005 50561 55440 64227 58024 60753 289005 39171 39171 20712427 21626530 23444661 22478394 22702540 110964552 0.99700 0.99670 0.00260 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085132 1085132 30628142 19686055 10942087 4837090 3183508 1653582 1093191 688985 404206 14085007 PATIENT TRUST LIABILITY 20629 ANNUITIES PAYABLE 286502 WAITING LIST 193916 501047 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 70722 THE AMOUNT OF CASH TRANSFERRED TO THE TACOMA LUTHERAN HOME FOUNDATION TO ASSIST IN ITS OPERATIONS. PART I, LINE 2: BOTH THE TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY AND THE FOUNDATION BOARDS MEET INDIVIDUALLY AND PROVIDE REPORTS AND MINUTES TO THE BOARD OF EACH. X X X 0 0 0 0 0 0 0 0 0 P OPGRANDE PRESIDENT/CEO 197232 0 0 0 0 0 0 0 18238 0 215470 0 0 0 D HOFFMAN CFO 128314 0 0 0 0 0 0 0 28895 0 157209 0 0 0 A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2013-03-22 13000000 REFUND OUTSTANDING BONDS AND FINANCE AND REFINANCE FACILITY IMPROVEMENTS. 1 0 0 A 1103606 13000000 3000000 10000000 1 0 1 1 A 1 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS CORPORATION ARE 20 LUTHERAN CHURCHES LOCATED IN PIERCE COUNTY. THEY APPOINT DELEGATES TO THE ANNUAL MEETING. THE DELEGATES ELECT THE BOARD OF GOVERNORS AND ARE RESPONSIBLE TO APPROVE OR DISAPPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A SEE ABOVE FORM 990, PART VI, SECTION A, LINE 7B SEE ABOVE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE BOARD OF GOVERNORS AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES REQUIRE DIRECTORS AND OFFICERS TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. OTHER THAN ANNUALLY WHEN THEY SIGN THE CONFLICT OF INTEREST DISCLOSURE, BOARD MEMBERS ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS WHEN ISSUES ARISE DURING THE YEAR AND EXCUSE THEMSELVES FROM THE DISCUSSIONS AND VOTING ON THOSE ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND TOP MANAGEMENT OFFICIALS IS DETERMINED BASED ON ANNUAL SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO FOUNDATION -299,384. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN SERVICES IN THE NORTHWEST LLC 1301 N HIGHLANDS PKWY TACOMA WA 98406 912130411 SUPPORT SERVICES FOR MEMBERS WA -100 N/A AGE DIFFERENTLY CONSULTING AND MANAGEMENT LLC 1301 N HIGHLANDS PKWY TACOMA WA 98406 TO ENHANCE SERVICES TO THE ELDERLY WA 14428 N/A TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 TO ENHANCE SERVICES TO THE ELDERLY WA 501(C)(3) 9 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TACOMA LUTHERAN HOME FOUNDATION C 132636 CASH TACOMA LUTHERAN HOME FOUNDATION B 70722 CASH