2016-07-11T15:13:45-05:00 2015-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2015-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE PRESIDENT/CEO 2537527112 2016-06-28 1 MICHAEL MCCRABB P00058953 2535667070 2015 2016-09-27 15:27:22Z PAUL OPGRANDE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 23070472 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 12 12 456 316 0 0 1536329 178408 21649441 21913846 233931 179095 24961 207045 23444662 22478394 521029 90271 0 0 13227061 13437211 0 0 0 8648536 8574435 22396626 22101917 1048036 376477 23278303 23246394 17565283 17415447 5713020 5830947 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 20443268 90271 22241962 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. 20443268 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 54 0 1 456 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 D NUGENT TREASURER 5.00 X X 0 0 0 C PLAEHN VICE-CHAIR 5.00 X X 0 0 0 D BASSETT BOARD OF GOVERNORS 5.00 X 0 0 0 R KEMPE SECRETARY 5.00 X X 0 0 0 L FOBES 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 N KOMNICK BOARD OF GOVERNORS 5.00 X 0 0 0 J LENG BOARD OF GOVERNORS 5.00 X 0 0 0 C HILLSTEAD BOARD OF GOVERNORS 5.00 X 0 0 0 P OPGRANDE PRESIDENT/CEO 40.00 X 196409 0 21504 D HOFFMAN CFO 40.00 X 115869 0 28847 S CHRISTOR EMPLOYEE 40.00 X 127868 0 8829 P DONOR EMPLOYEE 40.00 X 113684 0 28561 553830 0 87741 4 0 1 0 0 178408 178408 PATIENT CARE 623000 16723425 16723425 APARTMENT AND SIXPLEX INCOME 623000 2804303 2804303 ASSISTED LIVING INCOME 623000 1812731 1812731 OTHER RESIDENT SERVICES 623000 406739 406739 GUEST MEALS 623000 166145 166145 503 503 21913846 58024 58024 713149 589724 2354 123425 -2354 121071 121071 OTHER 623000 207045 207045 207045 22478394 22241962 0 58024 90271 90271 312278 312278 11046271 10547966 498305 858509 702487 156022 1220153 1097516 122637 21983 21983 36150 36150 129602 94741 34861 107597 41678 65919 1447 1447 819998 819998 30436 10926 19510 33213 9377 23836 422398 422398 1354574 1354574 164031 164031 CONTRACT LABOR/CONSULTA 2065332 2065332 DIETARY CONTRACT 1115227 1115227 ANCILLARIES 1097916 1097916 SUPPLIES 484172 482741 1431 690359 326089 364270 22101917 20443268 1658649 0 6275369 4514757 24250 24529 1871765 1670770 60843 62617 216403 195099 36671132 22199433 12194882 14471699 2185426 1906450 283613 273573 165752 126900 23278303 23246394 1408403 1395111 3224327 3380634 12477654 12190915 454899 448787 17565283 17415447 X 5713020 5830947 5713020 5830947 23278303 23246394 376477 -258550 0 X X 0 1 X 1 0 X 139126 117036 282739 1536329 178408 2253638 20453447 20505659 21288351 21844105 22241962 106333524 20592573 20622695 21571090 23380434 22420370 108587162 0 0 0 108587162 34682 50561 55440 64227 58024 262934 34682 50561 55440 64227 58024 262934 58385 39171 97556 20685640 20712427 21626530 23444661 22478394 108947652 0.99670 0.99700 0.00240 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085133 1085133 26768681 18581331 8187350 4393216 2893703 1499513 4424102 724399 3699703 14471699 PATIENT TRUST LIABILITY 8531 ANNUITIES PAYABLE 295256 WAITING LIST 145000 448787 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 90271 0 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 196409 0 0 0 0 0 0 0 21504 0 217913 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 809085 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 11 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 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 -44 N/A AGE DIFFERENTLY CONSULTING AND MANAGEMENT LLC 1301 N HIGHLANDS PKWY TACOMA WA 98406 TO ENHANCE SERVICES TO THE ELDERLY WA 14499 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 178408 CASH TACOMA LUTHERAN HOME FOUNDATION B 90271 CASH