2015-10-12T18:04:50-05:00 2014-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2014-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE PRESIDENT/CEO 2537527112 2015-10-02 1 MICHAEL MCCRABB P00058953 2535667070 2014 2016-02-25 16:41:14Z PAUL OPGRANDE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 24096668 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 12 12 425 353 0 0 282739 1536329 20844299 21649441 326980 233931 172512 24961 21626530 23444662 764543 521029 0 0 12500716 13227061 0 0 0 8217592 8648536 21482851 22396626 143679 1048036 22604071 23278303 17952271 17565283 4651800 5713020 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 20784385 521029 21844106 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. 20784385 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 55 0 1 425 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 ALGER BOARD OF GOVERNORS 5.00 X 0 0 0 D BASSETT BOARD OF GOVERNORS 5.00 X 0 0 0 H CONROY SECRETARY 5.00 X X 0 0 0 L FORBES 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 L MILLER 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 186381 0 18625 D HOFFMAN CFO 40.00 X 109024 0 28894 S CHRISTOR EMPLOYEE 40.00 X 118848 0 8856 P DONOR EMPLOYEE 40.00 X 107576 0 28511 521829 0 84886 4 0 1 0 0 1536329 1536329 PATIENT CARE 623000 16962077 16962077 APARTMENT AND SIXPLEX INCOME 623000 2669186 2669186 ASSISTED LIVING INCOME 623000 1763205 1763205 GUEST MEALS 623000 161982 161982 OTHER RESIDENT SERVICES 623000 92044 92044 947 947 21649441 64227 64227 821560 150 652006 0 169554 150 169704 169704 OTHER 623000 24961 24961 24961 23444662 21844106 0 64227 521029 521029 295405 295405 10926689 10412435 514254 840258 691205 149053 1164709 1047789 116920 9391 9391 38791 38791 133088 109050 24038 102383 37471 64912 2875 2875 777095 777095 26477 8064 18413 32978 10006 22972 433607 433607 1291360 1291360 181833 181833 CONTRACT LABOR/CONSULTA 2285528 2285528 ANCILLARIES 1104629 1104629 DIETARY CONTRACT 1081849 1081849 MISCELLANEOUS 708128 354417 353711 438524 437018 1506 22396626 20784385 1612241 0 6622571 6275369 37627 24250 1904314 1871765 44227 60843 261921 216403 33173635 20978753 11228773 12194882 2081750 2185426 293652 283613 129236 165752 22604071 23278303 1293181 1408403 3380668 3224327 12755835 12477654 522587 454899 17952271 17565283 X 4651800 5713020 4651800 5713020 22604071 23278303 X 1048036 13184 X X 0 1 X 1 0 X 166566 139126 117036 282739 1536329 2241796 19803429 20453447 20505659 21288351 21844105 103894991 19969995 20592573 20622695 21571090 23380434 106136787 0 0 0 106136787 15050 34682 50561 55440 64227 219960 15050 34682 50561 55440 64227 219960 58385 39171 97556 19985045 20685640 20712427 21626530 23444661 106454303 0.99700 0.99730 0.00210 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51375 1033757 1085132 25001956 17617423 7384533 4168033 2666887 1501146 2918514 694443 2224071 12194882 PATIENT TRUST LIABILITY 17271 ANNUITIES PAYABLE 309628 WAITING LIST 128000 454899 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 521029 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 186381 0 0 0 0 0 0 0 18625 0 205006 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 522346 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 XI, LINE 9: UNREALIZED GAIN/LOSS 13,184. 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 -907 N/A AGE DIFFERENTLY CONSULTING AND MANAGEMENT LLC 1301 N HIGHLANDS PKWY TACOMA WA 98406 TO ENHANCE SERVICES TO THE ELDERLY WA 48534 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 1536329 TACOMA LUTHERAN HOME FOUNDATION B 521029