2014-11-07T13:45:59-06:00 2013-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-01-01 910725802 HORIZON HOUSE HORI 2063823721 900 UNIVERSITY STREET SEATTLE WA 981012797 R MICHAEL OSTREM CHIEF FINANCIAL OFFICER 2063823721 2014-11-06 1 SARA ELIZABETH J HYRE P00235495 4254544919 2014-11-05 2013 2015-11-30 17:44:51Z ROBERT Y ANDERSON 900 UNIVERSITY STREET SEATTLE WA 981012797 65881488 0 X WWW.HORIZONHOUSE.ORG X 1960 WA HORIZON HOUSE IS A DYNAMIC AND DIVERSE SENIOR LIVING COMMUNITY DEDICATED TO DIGNIFIED AGING, LIFE FULFILLMENT AND SERVICE TO THE BROADER COMMUNITY. 14 14 406 60 74945 51996 671074 967745 25910994 27965623 1432740 1235044 318878 339952 28333686 30508364 604934 789726 0 0 13412664 14011696 18000 44840 208240 13125407 13374907 27161005 28221169 1172681 2287195 152938009 156359940 129169407 131950176 23768602 24409764 X 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. 0 0 23883537 789726 27965623 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. 23883537 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 146 0 1 406 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WA X CHRISTINE SEYMOUR 2063823721 900 UNIVERSITY STREET SEATTLE WA 981012797 ANN BRAND TRUSTEE 1.00 0.00 X 0 0 0 KAREN LANE PRESIDENT 18.00 0.00 X X 0 0 0 BOB CLINE TREASURER 2.00 0.00 X X 0 0 0 RICHARD COUNTS TRUSTEE 1.00 0.00 X 0 0 0 FLETCH WALLER PAST PRESIDENT 10.00 0.00 X X 0 0 0 SARAH PATTERSON TRUSTEE 1.00 0.00 X 0 0 0 MARGARET BURKE TRUSTEE 0.50 0.00 X 0 0 0 SUSAN DUFFY SECRETARY 1.00 0.00 X X 0 0 0 JIM FITZGERALD VICE PRESIDENT 4.00 0.00 X X 0 0 0 DENISE KLEIN TRUSTEE 3.00 2.00 X 0 0 0 EDWARD LANGE TRUSTEE 2.00 0.00 X 0 0 0 KATHY TURNER TRUSTEE 2.00 0.00 X 0 0 0 JEANETTE KAHLENBERG TRUSTEE 1.00 0.00 X 0 0 0 DAVID OKIMOTO TRUSTEE 3.00 0.00 X 0 0 0 JULIUS DEBRO TRUSTEE 0.50 0.00 X 0 0 0 ROBERT ANDERSON CEO 65.00 1.00 X 272194 0 31517 CARL SIVER THRU 33113 CFO 40.00 0.00 X 88490 0 7416 MIKE OSTREM CFO 40.00 0.00 X 130985 0 17882 LAURI WARFIELD-LARSON HEALTH SERVICE DIRECTOR 40.00 2.00 X 131475 0 15984 TIM FRAZIER THRU 12213 COO 40.00 0.00 X 129175 0 12497 752319 0 85296 4 0 1 0 LINCOLN CONSTRUCTION 21323 MOUNTAIN HWY E SPANAWAY WA 98387 CONSTRUCTION 640048 GREVSTAND CONSTRUCTION LLC 3023 NE 50TH STREET SEATTLE WA 98105 CONSTRUCTION 470509 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 FOOD SERVICES MANAGEMENT 361131 CROTHALL SERVICES GROUP 1500 LIBERTY RIDGE DRIVE SUITE 210 WAYNE PA 19087 FACILITIES MANAGEMENT 320144 ROETTJER CONSTRUCTION 180 EAST IRELAND COURT SHELTON WA 98584 CONSTRUCTION 240788 11 25000 942745 20004 967745 RESIDENCE FEES 623990 10268924 10268924 HEALTH CARE PROGRAM 623990 7633185 7633185 ENTRANCE FEES 623990 7425396 7425396 DIETARY 722320 1528333 1498237 30096 OTHER ANCILLARY SRVCS 900099 1109785 1109785 27965623 866963 866963 129315 52686 76629 76629 44849 31780 35285845 402674 35182934 137504 102911 265170 368081 368081 GROUP RETRO REFUND 900099 189219 189219 DSL SERVICE 900099 40147 40147 FORFEITURES - WAITLIST 900099 13713 13713 20244 20244 263323 30508364 27935527 74945 1530147 80916 80916 708810 708810 548484 82272 466212 10490712 9273577 1092052 125083 318735 274843 37462 6430 1533526 1348736 172090 12700 1120239 969336 140390 10513 872922 872922 188586 188586 68456 68456 44840 44840 92009 92009 817378 640764 176614 82978 1771 81127 80 918011 671630 239663 6718 60587 60587 943357 943357 52942 49052 3890 102554 30191 70487 1876 805819 805819 5992210 5992210 268665 268665 UNRELATED BUS INC TAXES 7999 7999 BOND EXPENSES 1007602 1007602 FOOD SERVICE COSTS 957979 957979 OTHER TAXES 73373 73373 61480 33735 27745 28221169 23883537 4129392 208240 3058270 7023967 3613969 8054656 575553 873834 638414 386843 58804 60860 244943 293801 158997699 51519603 109863083 107478096 33102218 30280077 138552 324183 1644203 1583623 152938009 156359940 2268176 2805506 73193258 77410500 51139997 49929997 2567976 1804173 129169407 131950176 X 15111317 14278622 1265328 2317611 7391957 7813531 23768602 24409764 152938009 156359940 X 2287195 522961 -2168994 X 0 1 X 1 0 X 479976 745470 721245 671074 967745 3585510 23243222 23890348 24805160 25884579 27935527 125758836 33627 47952 53965 50650 60391 246585 23756825 24683770 25580370 26606303 28963663 129590931 9135 16398 14717 93679 12550 146479 0 9135 16398 14717 93679 12550 146479 129444452 1003763 1158087 1115380 1033144 898743 5209117 12539 13671 14861 36631 43997 121699 1016302 1171758 1130241 1069775 942740 5330816 133196 62392 139691 197476 202932 735687 24906323 25917920 26850302 27873554 30109335 135657434 0.95420 0.95160 0.03930 0.04320 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: GROUP RETRO REFUND - 2009 AMOUNT: $ 116,971. 2010 AMOUNT: $ 56,242. 2011 AMOUNT: $ 129,969. 2012 AMOUNT: $ 177,662. 2013 AMOUNT: $ 189,219. FORFEITED DEPOSITS - 2009 AMOUNT: $ 16,225. 2010 AMOUNT: $ 6,150. 2011 AMOUNT: $ 9,722. 2012 AMOUNT: $ 19,814. 2013 AMOUNT: $ 13,713. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86331 X 0 7624921 153211 1626801 570281 8834652 6641720 279952 970400 267151 7624921 6668545 437185 -256507 207503 6641720 5835251 152406 869432 188544 6668545 4359948 194410 1297522 16629 5835251 0.00000 0.77090 0.22910 0 1 1 1797620 1797620 145936470 46785204 99151266 8017808 4734399 3283409 3245801 3245801 107478096 FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 1243146 ASSET RETIREMENT OBLIGATION - ASBESTOS 440281 LONG TERM CARE INSURANCE INDEMNIFICATION 120746 1804173 31905191 522961 1414600 1937561 29967630 540734 540734 30508364 28569881 942132 942132 27627749 593420 593420 28221169 PART III, LINE 4: ART HAS ALWAYS BEEN IMPORTANT TO THE RESIDENTS OF HORIZON HOUSE. ARTWORK IS COMMISSIONED OR PURCHASED TO ENHANCE THE COMMON AREAS OF THE FACILITIES. 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 SPLIT INTEREST AGREEMENTS -111,518. CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 676,762. INCOME FROM SUBSIDIARIES 849,356. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B -52,686. RESIDENT ASSISTANCE 593,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B 52,686. EXPENSES FROM SUBSIDIARIES 889,446. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE 593,420. X X X 1 THE ALFORD GROUP 1603 ORRINGTON AVENUE EVANSTON IL 60201 PLANNING ENDOWMENT INITIATIVE 0 222150 36692 185458 RUTH ANNE FORD 12545 3RD AVENUE NW SEATTLE WA 98117 PLANNING ENDOWMENT INITIATIVE 0 222150 8148 214002 444300 44840 399460 WA 1 FIRST HILL IMPROVEMENT ASSN 1425 BROADWAY 281 SEATTLE WA 98122 916054454 501(C)(4) 7500 0 N/A N/A FUNDING TO SUPPORT THE FIRST HILL IMPROVEMENT ASSOCIATION (FHIA) TO REDEVELOP THE FIRST HILL NEIGHBORHOOD PLAN THROUGH ENGAGING FIRST HILL RESIDENTS AND BUSINESSES. FREEWAY PARK NEIGHBORHOOD ASSOCIATION 1415 35TH AVENUE SEATTLE WA 98122 911644211 501(C)(3) 18000 0 N/A N/A FUNDING FOR DIVERSE PROGRAMMING, COMMUNITY ENGAGEMENT AND ACTIVE MEMBERSHIP PLYMOUTH HOUSING 92113 3RD AVENUE SEATTLE WA 98121 911122621 501(C)(3) 5000 0 N/A N/A ENHANCING THE HEALTH AND WELL-BEING OF THOSE ELDER RESIDENTS LIVING AT THE SIMONS HOUSE TO WORK ON THEIR LIFE SKILLS AND PROMOTE GOOD MENTAL AND PHYSICAL HEALTH. SENIOR GIVING PROJECT 12249 ARROW POINT LOOP BAINBRIDGE WA 98110 OTHER 25000 0 N/A N/A FISCAL SPONSORSHIP NW CENTER FOR CREATIVE AGING 900 UNIVERSITY STREET SEATTLE WA 98101 272502055 501(C)(3) 20000 0 N/A N/A IN SUPPORT OF THE CENTER'S EFFORTS TO PROVIDE PROGRAMS THAT INFORM AND ENCOURAGE OLDER ADULTS TO FIND NEW MEANING IN THEIR LIVES. ELDERWISE 900 UNIVERSITY STREET SEATTLE WA 98101 911809539 501(C)(3) 4500 0 N/A N/A PROVIDING ACTIVITIES FOR SENIORS 4 2 EDUCATIONAL ASSISTANCE 22 8636 10054 BOOK TUITION AND BOOKS FOR EMPLOYEE EDUCATION EMERGENCY ASSISTANCE 8 2300 1379 BOOK DIRECT PAYMENT OF EMPLOYEE EXPENSES RESIDENT ASSISTANCE 11 686441 BOOK CREDITS TO MONTHLY STATEMENTS PART I, LINE 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 ROBERT ANDERSON CEO 217376 0 45000 0 9818 0 15300 0 16217 0 303711 0 0 0 A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 939783PU4 2005-10-01 56700000 RENOVATION AND EXPAND CAMPUS 0 0 0 A 6770000 56700000 1010128 55689873 2007 0 0 1 1 A 0 0 0 0 0.00010 0.00010 0.00020 0 0 1 A 1 1 1 KEYBANKMORGSTANLEY 3.650000000000 0 0 1 TRANSAMERICA OCCIDENTAL LIFE 4.171000000000 1 0 1 A 1 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 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 (UCC) 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 OF HORIZON HOUSE AND A STAFF OF 310. COMPREHENSIVE HEALTH SERVICES INCLUDE; WELLNESS/EXERCISE, REHABILITATION THERAPY, MEDICAL CLINIC, 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 16-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 2013 INCLUDE: - CHARITABLE CARE FOR RESIDENTS UNABLE TO PAY IN THE AMOUNT OF $686,441, ENABLING THEM TO REMAIN AT HORIZON HOUSE AND ELIMINATING THE NEED FOR GOVERNMENT ASSISTANCE AND SUBSIDIES. DISTRIBUTION OF $3,679 TO EMPLOYEES IN NEED OF ASSISTANCE AND $18,690 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 PUGET SOUND BLOOD CENTER, FIRST HILL IMPROVEMENT ASSOCIATION, VIRGINIA MASON STROKE SUPPORT AND ELDERWISE FOR SPECIFIC MEETINGS AND EVENTS FOR A VALUE OF OVER $54,614. SPACE AND SUPPORT SERVICES DONATED TO THE NORTHWEST CENTER FOR CREATIVE AGING AND ELDERWISE AMOUNT TO AN ANNUAL CONTRIBUTION OF $73,992 FOR A TOTAL DONATED SPACE VALUE OF $128,606. - DONATIONS TO COMMUNITY NOT-FOR-PROFIT GROUPS IN HONOR OF DECEASED HORIZON HOUSE RESIDENTS FOR A TOTAL OF $2,000. - 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 $78,916. - DONATIONS OF STAFF TIME TO SUCH NON-PROFITS AS UNIVERSITY OF WASHINGTON BOARD FELLOWS PROGRAM (20),DOWNTOWN SEATTLE ASSOCIATION (12), PROVIDENCE HOSPICE (50), NWCCA (120), JIM ELLIS FREEWAY PARK ASSOCIATION (140), FIRST HILL IMPROVEMENT ASSOCIATION (190), HORIZON HOMECARE (120), VIRGINIA MASON CITIZEN'S ADVISORY COMMITTEE (60), LEADINGAGE (130), KCTS CHANNEL 9 TV (200), UNITED WAY (40) AND OTHERS. - VOLUNTEER HOURS DONATED BY HORIZON HOUSE RESIDENTS TO COMMUNITY NON-PROFITS INCLUDE LANG SIMONS PLYMOUTH HOUSING (307 HOURS), SEWING AND KNITTING FOR HARBORVIEW AND PLYMOUTH HOUSING (1,200 HOURS) AND FRIENDS OF THE LIBRARY BOOK CART (120 HOURS). IN 2013 HORIZON HOUSE DONATED $789,726 IN CHARITABLE DOLLARS (RESIDENT CARE, EMPLOYEE ASSISTANCE AND EDUCATIONAL GRANTS, DONATIONS TO NON-PROFITS AND COMMUNITY GROUPS), $54,614 WORTH OF MEETING SPACE FOR COMMUNITY NON-PROFIT GROUPS, $73,992 SPACE AND SUPPORT SERVICES FOR TWO NON-PROFITS AT HORIZON HOUSE, FOR A TOTAL OF $918,332. VOLUNTEER HOURS TOTALED 2,709 (1,082 HOURS OF STAFF TIME AND 1,627 HOURS OF RESIDENT TIME). FORM 990, PART VI, SECTION A, LINE 7A THE PACIFIC NORTHWEST CONFERENCE OF THE UNITED CHURCH OF CHRIST HAS THE POWER TO ELECT 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 WILL RECEIVE A PUBLIC DISCLOSURE COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR MANAGEMENT ARE REQUIRED ANNUALLY TO SUBMIT A LETTER DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST TO OUR ATTORNEY. ANY CONFLICT OF INTEREST IS REVIEWED BY HORIZON HOUSE LEGAL COUNSEL AND APPROPRIATE ACTION IS DETERMINED BY LEGAL COUNSEL AND THE BOARD PRESIDENT. IT MAY INVOLVE RECUSING ONESELF FROM VOTING OR NOT PARTICIPATING IN A DISCUSSION OR DECISION, OR THE CONFLICT MAY BE DETERMINED TO NOT BE MATERIAL IN WHICH CASE IT IS DOCUMENTED AS SUCH. 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 4, 2014. 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 -111,518. CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 676,762. CHANGE IN ACCOUNTING STANDARD FOR REFUNDABLE ENTRANCE FEES -2,734,238. 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 1 HORIZON HOME CARE 900 UNIVERSITY STREET UNIT 2-R SEATTLE WA 98101 455380588 HOME CARE WA HORIZON HOUSE C 842281 230091 1.00000 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 HORIZON HOME CARE A 42000 FAIR MARKET VALUE HORIZON HOME CARE D 324183 FAIR MARKET VALUE FORM 990, SCHEDULE R, PART V, LINE 1A 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 THEIR EXEMPT PURPOSE.