HORIZON HOUSE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HORIZON HOUSE (EIN 91-0725802)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349304256
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T18:43:53-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910725802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORI | BusinessNameControlTxt |
| Phone | 2063823721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R MICHAEL OSTREM | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2063823721 | PhoneNum |
| Signature | 2015-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2015-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT Y ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,914,096 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HORIZONHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | HORIZON HOUSE IS A DYNAMIC AND DIVERSE SENIOR LIVING COMMUNITY DEDICATED TO DIGNIFIED AGING, LIFE FULFILLMENT AND SERVICE TO THE BROADER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 372 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $92,518 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $64,650 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $967,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $846,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,965,623 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,272,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,235,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,250,359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $339,952 | PYOtherRevenueAmt |
| CY Other Revenue | $318,870 | CYOtherRevenueAmt |
| PY Total Revenue | $30,508,364 | PYTotalRevenueAmt |
| CY Total Revenue | $30,688,255 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $789,726 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $944,833 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,011,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,995,453 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $44,840 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $73,656 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $264,510 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,374,907 | PYOtherExpensesAmt |
| CY Other Expenses | $13,676,145 | CYOtherExpensesAmt |
| PY Total Expenses | $28,221,169 | PYTotalExpensesAmt |
| CY Total Expenses | $29,690,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,287,195 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $998,168 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,359,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,494,017 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,950,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,378,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,409,764 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,115,468 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HORIZON HOUSE IS A DYNAMIC AND DIVERSE SENIOR LIVING COMMUNITY DEDICATED TO DIGNIFIED AGING, LIFE FULFILLMENT AND SERVICE TO THE BROADER COMMUNITY. WE PROVIDE SENIOR LIVING SERVICES FOR 386 INDEPENDENT LIVING UNITS AND 88 SUPPORTED LIVING BEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,018,186 | ExpenseAmt |
| Grant | $944,833 | GrantAmt |
| Revenue | $28,239,248 | RevenueAmt |
| Desc | HORIZON HOUSE IS A CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO LIFE FULFILLMENT. WE PROMOTE INDEPENDENCE, COMMUNITY SERVICE, CREATIVITY, GROWTH AND SELF-DETERMINATION, WHILE RESPECTING THE DIGNITY OF THOSE LIVING AND WORKING WITHIN THE COMMUNITY. WE PROVIDE COMPREHENSIVE RESIDENTIAL NURSING CARE IN A HOME-LIKE ENVIRONMENT THROUGH OUR INNOVATIVE SUPPORTED LIVING PROGRAM. SPECIFICALLY DESIGNED TO MEET THE SOCIAL, MENTAL, SPIRITUAL, AND LONG TERM HEALTH CARE NEEDS OF THE RESIDENTS SERVED, THIS MODEL COMBINES WHAT IS COMMONLY REFERRED TO AS ASSISTED LIVING AND NURSING LEVELS OF CARE INTO A BROAD CONTINUUM OF SERVICES. MOVING INTO SUPPORTED LIVING MEANS A RESIDENT NEED ONLY MAKE ONE MOVE. AS SERVICES INCREASE, RESIDENTS STAY AT HOME IN THEIR SUPPORTED LIVING APARTMENT WHILE SERVICES ARE DELIVERED TO THEM AS NEEDED. HORIZON HOUSE IS CONSISTENTLY DILIGENT ABOUT ITS EXPENDITURES. DISCRETIONARY SPENDING IS KEPT TO A MINIMUM. RESIDENCE AND ENTRANCE FEES ARE ALSO ALLOCATED TOWARDS MAKING FUTURE IMPROVEMENTS TO THE BUILDINGS THAT HOUSE OUR RESIDENTS AND TO FUND OUR FUTURE SERVICE OBLIGATION. | Desc |
| Total Program Service Expenses | $25,018,186 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 134 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 372 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE SEYMOUR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063823721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012797 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KAREN LANE | ||||||||
| PRESIDENT | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM FITZGERALD | ||||||||
| VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT CLINE | ||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN DUFFY | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FLETCH WALLER | ||||||||
| PAST PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN BRAND | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET BURKE | ||||||||
| TRUSTEE | 12.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD COUNTS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIUS DEBRO | ||||||||
| TRUSTEE | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM GARLAND | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NED LANGE | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID OKIMOTO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN PAUL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY TURNER | ||||||||
| PNWC REP | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL ANDERSEN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ANDERSON | ||||||||
| CEO | 65.00 | 1.00 | Yes (X) | $289,962 | $0 | $17,242 | ||
| R MICHAEL OSTREM | ||||||||
| CFO | 45.00 | 1.00 | Yes (X) | $151,211 | $0 | $31,703 | ||
| EDWARD MAWE | ||||||||
| COO | 50.00 | 0.00 | $153,198 | $0 | $10,036 | Yes (X) | ||
| LAURI WARFIELD-LARSON | ||||||||
| HEALTH SERVICES OFFICER | 48.00 | 2.00 | $140,208 | $0 | $18,258 | Yes (X) | ||
| JACKIE CLAESSENS | ||||||||
| MARKETING OFFICER | 45.00 | 0.00 | $116,095 | $0 | $11,698 | Yes (X) | ||
| BRAD D'EMIDIO | ||||||||
| DIRECTOR OF BLDG SERVICES | 45.00 | 0.00 | $103,749 | $0 | $9,630 | Yes (X) | ||
| JULIE JORGENSEN | ||||||||
| DIRECTOR OF NURSING | 45.00 | 0.00 | $103,393 | $0 | $21,776 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,057,816 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,343 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREVSTAND CONSTRUCTION | |||||
| 3023 NE 50TH STREET | SEATTLE | WA | 98105 | CONSTRUCTION | $720,431 |
| NORTHWEST ABATEMENT SERVICES | |||||
| PO BOX 39220 | LAKEWOOD | WA | 98496 | CONSTRUCTION/ABATEMENT | $431,860 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES MANAGEMENT | $317,896 |
| LINCOLN CONSTRUCTION | |||||
| PO BOX 730 | SPANAWAY | WA | 98387 | CONSTRUCTION | $262,566 |
| CROTHALL SERVICES GROUP | |||||
| 1500 LIBERTY RIDGE DRIVE SUITE 210 | WAYNE | PA | 19087 | FACILITIES MANAGEMENT | $248,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $30,000 | FederatedCampaignsAmt |
| All Other Contributions | $816,207 | AllOtherContributionsAmt |
| Noncash Contributions | $35,906 | NoncashContributionsAmt |
| Total Contributions | $846,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RESIDENCE FEES | 623990 | $10,611,261 | $10,611,261 | |
| HEALTH CARE PROGRAM | 623990 | $8,508,158 | $8,508,158 | |
| ENTRANCE FEES | 623990 | $6,341,446 | $6,341,446 | |
| DIETARY | 722320 | $1,638,224 | $1,604,653 | $33,571 |
| OTHER ANCILLARY SRVCS | 900099 | $1,173,730 | $1,173,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,272,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,363,773 | TotalRevenueColumnAmt |
| Exclusion | $1,363,773 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $134,581 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,878 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,703 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,703 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $58,947 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,756 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,868,055 | SecuritiesAmt |
| Other | $200,494 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,940,560 | SecuritiesAmt |
| Other | $241,403 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$72,505 | SecuritiesAmt |
| Other | -$40,909 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$113,414 | TotalRevenueColumnAmt |
| Exclusion | -$113,414 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GROUP RETRO REFUND | 900099 | $160,970 | $160,970 |
| DSL SERVICE | 900099 | $41,696 | $41,696 |
| FORFEITURES - WAITLIST | 900099 | $23,300 | $23,300 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,201 | TotalRevenueColumnAmt |
| Exclusion | $2,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $228,167 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,688,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,239,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $92,518 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,510,282 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,704 | TotalAmt |
| Program Services | $155,704 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,129 | TotalAmt |
| Program Services | $789,129 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,118 | TotalAmt |
| Program Services | $73,518 | ProgramServicesAmt |
| Management And General | $416,600 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,184,430 | TotalAmt |
| Program Services | $9,843,278 | ProgramServicesAmt |
| Management And General | $1,196,852 | ManagementAndGeneralAmt |
| Fundraising | $144,300 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,060 | TotalAmt |
| Program Services | $300,103 | ProgramServicesAmt |
| Management And General | $43,185 | ManagementAndGeneralAmt |
| Fundraising | $6,772 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,660 | TotalAmt |
| Program Services | $1,573,417 | ProgramServicesAmt |
| Management And General | $225,885 | ManagementAndGeneralAmt |
| Fundraising | $14,358 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,185 | TotalAmt |
| Program Services | $1,042,553 | ProgramServicesAmt |
| Management And General | $103,323 | ManagementAndGeneralAmt |
| Fundraising | $11,309 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,662 | TotalAmt |
| Program Services | $581,662 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,165 | TotalAmt |
| Management And General | $24,165 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,516 | TotalAmt |
| Management And General | $66,516 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,656 | TotalAmt |
| Fundraising | $73,656 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,829 | TotalAmt |
| Management And General | $125,829 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,031 | TotalAmt |
| Program Services | $861,231 | ProgramServicesAmt |
| Management And General | $204,281 | ManagementAndGeneralAmt |
| Fundraising | $3,519 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,830 | TotalAmt |
| Program Services | $1,649 | ProgramServicesAmt |
| Management And General | $140,181 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,832 | TotalAmt |
| Program Services | $654,248 | ProgramServicesAmt |
| Management And General | $234,042 | ManagementAndGeneralAmt |
| Fundraising | $9,542 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,742 | TotalAmt |
| Management And General | $167,742 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,387 | TotalAmt |
| Management And General | $1,030,387 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,529 | TotalAmt |
| Program Services | $45,519 | ProgramServicesAmt |
| Management And General | $9,010 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,790 | TotalAmt |
| Program Services | $33,457 | ProgramServicesAmt |
| Management And General | $85,279 | ManagementAndGeneralAmt |
| Fundraising | $1,054 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,980 | TotalAmt |
| Program Services | $343,980 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,221,003 | TotalAmt |
| Program Services | $6,221,003 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,114 | TotalAmt |
| Management And General | $334,114 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BOND EXPENSES | $1,389,756 | $1,389,756 |
| FOOD SERVICE COSTS | $978,451 | $978,451 |
| RESIDENT/STAFF PROGRAMS | $22,905 | $22,905 |
| UNRELATED BUS INC TAXES | $11,129 | $11,129 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,494 | TotalAmt |
| Program Services | $95,494 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,690,087 | TotalAmt |
| Program Services | $25,018,186 | ProgramServicesAmt |
| Management And General | $4,407,391 | ManagementAndGeneralAmt |
| Fundraising | $264,510 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,023,967 | BOYAmt |
| EOY | $5,224,566 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,054,656 | BOYAmt |
| EOY | $5,474,758 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,834 | BOYAmt |
| EOY | $832,014 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,843 | BOYAmt |
| EOY | $347,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,860 | BOYAmt |
| EOY | $52,263 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,801 | BOYAmt |
| EOY | $266,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,223,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,506,457 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,478,096 | BOYAmt |
| EOY | $106,716,930 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,280,077 | BOYAmt |
| EOY | $33,900,498 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,183 | BOYAmt |
| EOY | $320,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,623 | BOYAmt |
| EOY | $1,358,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,359,940 | BOYAmt |
| EOY | $154,494,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,805,506 | BOYAmt |
| EOY | $3,150,362 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,410,500 | BOYAmt |
| EOY | $76,628,249 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,929,997 | BOYAmt |
| EOY | $48,549,978 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,804,173 | BOYAmt |
| EOY | $1,049,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,950,176 | BOYAmt |
| EOY | $129,378,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,278,622 | BOYAmt |
| EOY | $14,833,782 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,611 | BOYAmt |
| EOY | $2,131,842 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,813,531 | BOYAmt |
| EOY | $8,149,844 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,409,764 | BOYAmt |
| EOY | $25,115,468 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,359,940 | BOYAmt |
| EOY | $154,494,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $998,168 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$923,360 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $630,896 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $745,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $721,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $671,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $967,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $846,207 | CurrentTaxYearAmt |
| Total | $3,951,741 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,890,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,805,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,884,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,935,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,239,248 | CurrentTaxYearAmt |
| Total | $130,754,862 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,897 | CurrentTaxYearAmt |
| Total | $256,855 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,683,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,580,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,606,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,963,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,129,352 | CurrentTaxYearAmt |
| Total | $134,963,458 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,850 | CurrentTaxYearAmt |
| Total | $173,194 | 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 | $16,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,850 | CurrentTaxYearAmt |
| Total | $173,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $134,790,264 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,158,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,115,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,033,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $898,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,395,529 | CurrentTaxYearAmt |
| Total | $5,600,883 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,487 | CurrentTaxYearAmt |
| Total | $162,647 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,171,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,130,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $942,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,449,016 | CurrentTaxYearAmt |
| Total | $5,763,530 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,270 | CurrentTaxYearAmt |
| Total | $786,761 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,917,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,850,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,873,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,109,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,762,638 | CurrentTaxYearAmt |
| Total | $141,513,749 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95420 | PublicSupportPY509Pct |
| Investment Income CY | 0.04070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROUP RETRO REFUND - 2010 AMOUNT: $ 56,242. 2011 AMOUNT: $ 129,969. 2012 AMOUNT: $ 177,662. 2013 AMOUNT: $ 189,219. 2014 AMOUNT: $ 160,970. FORFEITED DEPOSITS - 2010 AMOUNT: $ 6,150. 2011 AMOUNT: $ 9,722. 2012 AMOUNT: $ 19,814. 2013 AMOUNT: $ 13,713. 2014 AMOUNT: $ 23,300. | ExplanationTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $136,311 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,834,652 | BeginningYearBalanceAmt |
| Contributions | $353,335 | ContributionsAmt |
| Investment Earnings Or Losses | $171,775 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $347,462 | OtherExpendituresAmt |
| End Year Balance | $9,012,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,624,921 | BeginningYearBalanceAmt |
| Contributions | $153,211 | ContributionsAmt |
| Investment Earnings Or Losses | $1,626,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $570,281 | OtherExpendituresAmt |
| End Year Balance | $8,834,652 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,641,720 | BeginningYearBalanceAmt |
| Contributions | $279,952 | ContributionsAmt |
| Investment Earnings Or Losses | $970,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,151 | OtherExpendituresAmt |
| End Year Balance | $7,624,921 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,668,545 | BeginningYearBalanceAmt |
| Contributions | $437,185 | ContributionsAmt |
| Investment Earnings Or Losses | -$256,507 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $207,503 | OtherExpendituresAmt |
| End Year Balance | $6,641,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,835,251 | BeginningYearBalanceAmt |
| Contributions | $152,406 | ContributionsAmt |
| Investment Earnings Or Losses | $869,432 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $188,544 | OtherExpendituresAmt |
| End Year Balance | $6,668,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,797,620 | OtherCostOrOtherBasisAmt |
| Book Value | $1,797,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,481,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,130,459 | DepreciationAmt |
| Book Value | $96,350,879 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,065,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,375,998 | DepreciationAmt |
| Book Value | $2,689,489 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,878,942 | OtherCostOrOtherBasisAmt |
| Book Value | $5,878,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,716,930 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS | $564,405 |
| ASSET RETIREMENT OBLIGATION - ASBESTOS | $407,644 |
| LONG TERM CARE INSURANCE INDEMNIFICATION | $77,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,049,960 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $31,422,828 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$923,360 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,975,796 | OtherRevenueAmt |
| Revenue Not Reported | $1,052,436 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,370,392 | RevenueSubtotalAmt |
| Other Revenues Not Included | $317,863 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $317,863 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,688,255 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,605,431 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,277,085 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,277,085 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,328,346 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $361,741 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $361,741 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,690,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ARTWORK IS PURCHASED FROM TIME TO TIME TO ENHANCE THE COMMON AREAS ON CAMPUS FOR RESIDENT ENJOYMENT. |
| PART V, LINE 4: | THE ENDOWMENT FUND IS BROKEN DOWN INTO THREE FUNDS, BASED ON DONOR INTENT. THE THREE AREAS OF USE ARE THE RESIDENT ASSISTANCE FUND, THE ENTRANCE ASSISTANCE FUND AND THE QUALITY OF RESIDENT LIFE FUND. THE RESIDENT ASSISTANCE FUND IS USED TO SUPPORT RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES BUT CONTINUE TO LIVE AT HORIZON HOUSE. THE ENTRANCE ASSISTANCE FUND IS USED TO HELP RESIDENTS WHO QUALIFY FOR ENTRANCE INTO HORIZON HOUSE BUT DO NOT HAVE THE ABILITY TO PAY THE ENTIRE ENTRANCE FEE AMOUNT. THE QUALITY OF RESIDENT LIFE FUND IS USED FOR THE AREA OF GREATEST NEED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 678,741. INCOME FROM SUBSIDIARIES 1,344,900. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,845. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B -43,878. RESIDENCE ASSISTANCE 361,741. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B 43,878. EXPENSES FROM SUBSIDIARIES 1,233,207. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESIDENCE ASSISTANCE 361,741. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUTH ANNE FORD | ||||||||
| 12545 3RD AVENUE NW | SEATTLE | WA | 98117 | SUPPORT FOR ENDOWMENT CAMPAIGN | 0 | $311,585 | $30,617 | $280,968 |
| THE ALFORD GROUP | ||||||||
| 2033 6TH AVENUE 700 | SEATTLE | WA | 98121 | COACHING AND COUNSEL FOR ENDOWMENT CAMPAIGN | 0 | $261,447 | $43,039 | $218,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $573,032 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $73,656 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $499,376 | TotalNetToOrganizationAmt |
| Licensed States | WA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HILL IMPROVEMENT ASSN | ||||||||||
| 1425 BROADWAY 281 | SEATTLE | WA | 98122 | 916054454 | 501(C)(4) | $5,000 | $0 | N/A | N/A | SUPPORT TO FHIA FOR REDEVELOPMENT EFFORTS |
| FREEWAY PARK NEIGHBORHOOD ASSOCIATION | ||||||||||
| 1415 35TH AVENUE | SEATTLE | WA | 98122 | 911644211 | 501(C)(3) | $12,500 | $0 | N/A | N/A | FUNDING FOR PROGRAMMING, COMMUNITY ENGAGEMENT AND ACTIVE MEMBERSHIP |
| PLYMOUTH HOUSING | ||||||||||
| 92113 3RD AVENUE | SEATTLE | WA | 98121 | 911122621 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SUPPORT FOR SENIORS LIVING AT SIMONS HOUSE |
| SENIOR GIVING PROJECT | ||||||||||
| 12249 ARROW POINT LOOP | BAINBRIDGE | WA | 98110 | 463095019 | 501(C)(3) | $91,924 | $0 | N/A | N/A | FISCAL SPONSORSHIP |
| NW CENTER FOR CREATIVE AGING | ||||||||||
| 900 UNIVERSITY STREET | SEATTLE | WA | 98101 | 272502055 | 501(C)(3) | $20,000 | $0 | N/A | N/A | PROGRAMS FOR SENIORS |
| ELDERWISE | ||||||||||
| 900 UNIVERSITY STREET | SEATTLE | WA | 98101 | 911809539 | 501(C)(3) | $9,600 | $0 | N/A | N/A | PROVIDING ACTIVITIES FOR SENIORS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATIONAL ASSISTANCE | 19 | $9,568 | $9,903 | BOOK | TUITION AND BOOKS FOR EMPLOYEE EDUCATION |
| EMERGENCY ASSISTANCE | 3 | $1,273 | $0 | ||
| RESIDENT ASSISTANCE | 11 | $0 | $768,385 | BOOK | CREDITS TO MONTHLY STATEMENTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HORIZON HOUSE PROVIDES GRANT FUNDS TO RESIDENTS, EMPLOYEES AND OTHER ORGANIZATIONS. RESIDENTS MUST APPLY FOR GRANTS ANNUALLY. THESE APPLICATIONS ARE APPROVED BY OUR CEO. EMPLOYEES MAY APPLY FOR EDUCATIONAL ASSISTANCE WITH PROOF OF ENROLLMENT, AND THESE GRANTS ARE APPROVED BY THE HUMAN RESOURCES DIRECTOR. THE HR DIRECTOR SCREENS ALL EMPLOYEE EMERGENCY APPLICATIONS AND GRANTS ARE APPROVED WITH CONSENT FROM THE EMPLOYEE EMERGENCY FUND COMMITTEE. LARGE GRANTS TO OTHER ORGANIZATIONS ARE APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE COMMUNITY RELATIONS BUDGET. SMALLER GRANTS ARE GIVEN TO OTHER ORGANIZATIONS IN MEMORY OF DECEASED RESIDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT ANDERSON | ||||||||||||||
| CEO | $187,480 | $0 | $67,380 | $0 | $35,102 | $0 | $63 | $0 | $17,179 | $0 | $307,204 | $0 | $0 | $0 |
| R MICHAEL OSTREM | ||||||||||||||
| CFO | $141,211 | $0 | $10,000 | $0 | $0 | $0 | $6,848 | $0 | $24,855 | $0 | $182,914 | $0 | $0 | $0 |
| EDWARD MAWE | ||||||||||||||
| COO | $151,698 | $0 | $1,500 | $0 | $0 | $0 | $6,150 | $0 | $3,886 | $0 | $163,234 | $0 | $0 | $0 |
| LAURI WARFIELD-LARSON | ||||||||||||||
| HEALTH SERVICES OFFICER | $132,208 | $0 | $8,000 | $0 | $0 | $0 | $3,278 | $0 | $14,980 | $0 | $158,466 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE HOUSING FINANCE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911874730 | BondIssuerEIN |
| CUSIP | 939783PU4 | CUSIPNum |
| Bond Issued | 2014-04-01 | BondIssuedDt |
| Issue Price | $61,000,000 | IssuePriceAmt |
| Purpose | RENOVATION AND EXPAND CAMPUS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $850,466 | RetiredAmt |
| Total Proceeds | $61,529,721 | TotalProceedsAmt |
| Refunding Escrow | $529,721 | RefundingEscrowAmt |
| Other Spent Proceeds | $48,549,978 | OtherSpentProceedsAmt |
| Unspent | $11,599,556 | UnspentAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00010 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00010 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00020 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA FEDERAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 3.850000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,906 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: DESCRIPTION OF VOLUNTEER SERVICES | THE NUMBER OF VOLUNTEERS INCLUDES LONG TERM VOLUNTEERS, ONE DAY VOLUNTEERS AND VOLUNTEERS THAT COME FOR SPECIAL PROJECTS. VOLUNTEERS HELP TRANSPORT RESIDENTS TO DAILY ACTIVITIES AND SPECIAL OUTINGS, BRING IN PETS TO VISIT RESIDENTS, PROVIDE MUSICAL PROGRAMS AND PROVIDE HELP WITH SPECIAL CRAFT PROJECTS. THE NUMBER OF VOLUNTEERS ALSO INCLUDES THE UNCOMPENSATED BOARD MEMBERS. |
| FORM 990, PART III, LINE 1 | 2014 HORIZON HOUSE STATEMENT OF SOCIAL ACCOUNTABILITY HORIZON HOUSE HAS A LONG-STANDING COMMITMENT TO SOCIAL ACCOUNTABILITY. BOTH RESIDENTS AND STAFF AND THE ENTIRE ORGANIZATION GIVE THEIR TIME AND FINANCIAL SUPPORT TO THOSE IN NEED. THIS SUPPORT IS OFFERED TO THOSE BOTH LIVING IN HORIZON HOUSE AND IN THE BROADER COMMUNITY. THE MISSION OF HORIZON HOUSE IS TO BE A DYNAMIC RETIREMENT COMMUNITY DEDICATED TO DIGNIFIED AGING, LIFE FULFILLMENT AND SERVICE TO THE BROADER COMMUNITY. HISTORY AND BACKGROUND HORIZON HOUSE, A NOT-FOR-PROFIT RETIREMENT COMMUNITY WAS FOUNDED IN 1961, BECOMING THE FIRST RETIREMENT COMMUNITY IN DOWNTOWN SEATTLE. FOUNDING MEMBERS WERE CIVIC LEADERS AND MEMBERS OF THE UNITED CHURCH OF CHRIST WHO ESTABLISHED A COMMITMENT TO SOCIAL JUSTICE, COMMUNITY OUTREACH AND SOCIAL ACCOUNTABILITY WHICH CONTINUES TO THIS DAY. HORIZON HOUSE IS A CONTINUING CARE RETIREMENT COMMUNITY WITH 386 INDEPENDENT LIVING APARTMENTS AND 88 SUPPORTED LIVING HEALTH CARE APARTMENTS. THERE ARE APPROXIMATELY 560 RESIDENTS AT HORIZON HOUSE AND A STAFF OF 310. COMPREHENSIVE HEALTH SERVICES INCLUDE; WELLNESS/EXERCISE, REHABILITATION THERAPY, MEDICAL AND DENTAL CLINIC, HOME CARE, NURSING CARE AND ADULT DAY SERVICES IN ADDITION TO EDUCATIONAL CLASSES AND MANY SOCIAL AND CULTURAL EVENTS. HORIZON HOUSE GOVERNANCE HORIZON HOUSE IS GOVERNED BY A 15 MEMBER BOARD OF TRUSTEES WHO SERVE WITHOUT COMPENSATION. THE BOARD IS COMPRISED OF MEN AND WOMEN WITH PROFESSIONAL EXPERTISE IN THE LEADERSHIP AND OPERATIONAL AREAS OF HORIZON HOUSE. A FIVE MEMBER EXECUTIVE TEAM IS RESPONSIBLE FOR THE ADMINISTRATIVE LEADERSHIP OF HORIZON HOUSE. EXAMPLES OF COMMUNITY OUTREACH AND SOCIAL ACCOUNTABILITY SOME HIGHLIGHTS FROM 2014 INCLUDE: - CHARITABLE CARE FOR RESIDENTS UNABLE TO PAY IN THE AMOUNT OF $768,385 ENABLING THEM TO REMAIN AT HORIZON HOUSE AND ELIMINATING THE NEED FOR GOVERNMENT ASSISTANCE AND SUBSIDIES. DISTRIBUTION OF $1,273 TO EMPLOYEES IN NEED OF ASSISTANCE AND $19,471 TO EMPLOYEES FOR EDUCATIONAL PURPOSES. THESE DISTRIBUTIONS ARE FUNDED BY OUR GENEROUS DONORS CONSISTING OF RESIDENTS, FAMILIES, VENDORS AND STAFF. - SPACE DONATED TO NON-PROFIT GROUPS SUCH AS PARKINSONS SUPPORT, PARKINSONS BOARD OF DIRECTORS, THE LEAGUE OF WOMEN VOTERS, PUGETARIANS - UNITED CHURCH OF CHRIST AND OTHER SEATTLE NEIGHBORHOOD GROUPS ON AN ANNUAL BASIS. MEETING SPACE IS ALSO DONATED TO OTHER NON-PROFITS SUCH AS THE FIRST HILL IMPROVEMENT ASSOCIATION, VIRGINIA MASON STROKE SUPPORT AND ELDERWISE FOR SPECIFIC MEETINGS AND EVENTS FOR A VALUE OF OVER $48,427. SPACE AND SUPPORT SERVICES DONATED TO THE NORTHWEST CENTER FOR CREATIVE AGING AND ELDERWISE AMOUNT TO AN ANNUAL CONTRIBUTION OF $61,260 FOR A TOTAL DONATED SPACE AND GOODS VALUE OF $156,915. - DONATIONS TO COMMUNITY NOT-FOR-PROFIT GROUPS IN HONOR OF DECEASED HORIZON HOUSE RESIDENTS FOR A TOTAL OF $2,450. - HORIZON HOUSE IS A MEMBER OF VARIOUS NON-PROFIT ASSOCIATIONS INCLUDING THE COUNCIL OF HEALTH & HUMAN SERVICES MINISTRIES OF THE UNITED CHURCH OF CHRIST, LEADINGAGE, FIRST HILL IMPROVEMENT ASSOCIATION, NORTHWEST CENTER FOR CREATIVE AGING AND THE JIM ELLIS FREEWAY PARK ASSOCIATION. A COMMUNITY GRANTS PROGRAM PROVIDES FUNDING TO ORGANIZATIONS THAT SUPPORT PROGRAMS AND SERVICES TO OLDER ADULTS - GRANTS AND DONATIONS FOR THEIR CHARITABLE WORK IN THE BROADER COMMUNITY IN THE TOTAL AMOUNT OF $153,254. - DONATIONS OF STAFF TIME TO SUCH NON-PROFITS AS UNIVERSITY OF WASHINGTON BOARD FELLOWS PROGRAM (20), HORIZON HOME CARE (240). NWCCA (120), JIM ELLIS FREEWAY PARK ASSOCIATION (140), FIRST HILL IMPROVEMENT ASSOCIATION (190), NORTHWEST CENTER FOR CREATIVE AGING (120), LEADINGAGE (130), KCTS CHANNEL 9 TV (200) UNITED WAY (50) AND OTHERS. - VOLUNTEER HOURS DONATED BY HORIZON HOUSE RESIDENTS TO COMMUNITY NON-PROFITS INCLUDE LANG SIMONS PLYMOUTH HOUSING (329 HOURS), SEWING AND KNITTING FOR HARBORVIEW AND PLYMOUTH HOUSING (1,260 HOURS) AND FRIENDS OF THE LIBRARY BOOK CART (120 HOURS). IN 2014 HORIZON HOUSE DONATED $789,129 IN CHARITABLE DOLLARS (RESIDENT CARE, EMPLOYEE ASSISTANCE AND EDUCATIONAL GRANTS), $155,704 (COMMUNITY GRANTS TO ORGANIZATIONS, MEMORIAL GIFTS, DONATIONS TO NON-PROFITS) FOR A TOTAL OF $944,833. VOLUNTEER HOURS TOTALED 3,475 (2,199 RESIDENT VOLUNTEER HOURS AND 1,276 STAFF VOLUNTEER HOURS). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS OF THE PACIFIC NORTHWEST CONFERENCE OF THE UNITED CHURCH OF CHRIST ELECTS 14 MEMBERS OF THE HORIZON HOUSE BOARD OF DIRECTORS FROM A LIST OF NOMINEES SUBMITTED BY THE HORIZON HOUSE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | INFORMATION IS PROVIDED BY HORIZON HOUSE TO THE ORGANIZATION'S EXTERNAL CPAS TO PREPARE THE FORM 990. MANAGEMENT REVIEWS AND RECOMMENDS FILING OF THE RETURN TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 ON BEHALF OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES RECEIVE A FULL COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED PRIOR TO THE FEBRUARY BOARD MEETING EACH YEAR TO COMPLETE A CONFIDENTIAL QUESTIONNAIRE AS TO CONFLICTS OF INTEREST, TO BE SUBMITTED TO LEGAL COUNSEL OF HORIZON HOUSE, WHO SHALL REVIEW WITH THE PRESIDENT ANY CONFLICTS OF INTEREST THAT ARE DISCLOSED. ANY BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER WILL NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND SHALL BE EXCUSED FROM THE MEETING FOR THE PERIOD DURING WHICH A VOTE IS BEING TAKEN ON SUCH MATTER. ALSO, PRIOR TO THE FEBRUARY MEETING OF THE BOARD OF TRUSTEES EACH YEAR, THE CHIEF EXECUTIVE OFFICER SHALL SEND TO MEMBERS OF THE EXECUTIVE TEAM AND KEY MANAGEMENT EMPLOYEES A COPY OF THE CONFLICT OF INTEREST POLICY, TOGETHER WITH AN EXPLANATION AND A QUESTIONNAIRE TO BE COMPLETED AND RETURNED TO LEGAL COUNSEL OF HORIZON HOUSE, WHO SHALL REVIEW WITH THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT OF THE BOARD ANY CONFLICTS OF INTEREST THAT ARE DISCLOSED. THE ANSWERS SHALL BE SUMMARIZED IN A CONFIDENTIAL REPORT TO THE PRESIDENT OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | A CONSULTANT IS HIRED BY THE BOARD TO SURVEY THE RETIREMENT LIVING EXECUTIVE COMPENSATION MARKET AND COORDINATE A PERFORMANCE REVIEW PROCESS ON COMPENSATION ON BEHALF OF THE BOARD. THE DATA IS CONSOLIDATED AND PRESENTED TO THE BOARD ALONG WITH COMPENSATION, INCENTIVES AND BENEFITS INFORMATION. THE BOARD MAKES COMPENSATION DECISIONS BASED ON THE CONSULTANT'S RECOMMENDATIONS. THE CFO, COO AND HEALTH SERVICES OFFICER'S COMPENSATION PACKAGES ARE EVALUATED BY THE CEO WITH ADVICE AND ANALYSIS FROM THE HUMAN RESOURCES DEPARTMENT. THE LAST COMPENSATION REVIEW WAS ON FEBRUARY 20, 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC INSPECTION COPIES OF FORM 990, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FINAL AUDIT REPORT IS MADE AVAILABLE THROUGH THE ORGANIZATION'S LIBRARY (FOR REVIEW BY RESIDENTS). IT IS ALSO AVAILABLE UPON REQUEST BY RESIDENTS AND OTHERS OUTSIDE THE ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,845. CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 678,741. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PACIFIC NORTHWEST CONFERENCE OF THE UNITED CHURCH OF CHRIST | |||||||||
| 325 B 125TH STREET | SEATTLE | WA | 98133 | CHURCH | WA | 501(C)(3) | LINE 1 | N/A | 0 |
| (no name) | |||||||||
| Yes (1) | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOME CARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET UNIT 2-R | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455380588 | EIN |
| Primary Activities | HOME CARE | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,344,900 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $350,961 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOME CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $28,533 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HORIZON HOME CARE PAYS RENT TO HORIZON HOUSE. PER SECTION 512(B)(13)(B)(I) THE RENT IS NOT UNRELATED BUSINESS INCOME TO HORIZON HOUSE BECAUSE IF THE SERVICES OF HORIZON HOME CARE WERE PROVIDED IN-HOUSE BY HORIZON HOUSE IT WOULD NOT GENERATE UNRELATED BUSINESS INCOME AS THESE SERVICES ARE DIRECTLY RELATED TO ITS EXEMPT PURPOSE. | ExplanationTxt |
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