HORIZON HOUSE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HORIZON HOUSE (EIN 91-0725802)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349307007
- Schema version
- 2012v2.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:41:44-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910725802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORI | NameControl |
| Phone | 2063823721 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012797 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R MICHAEL OSTREM | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2063823721 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT Y ANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57343595 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HORIZONHOUSE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | HORIZON HOUSE IS A DYNAMIC AND DIVERSE SENIOR LIVING COMMUNITY DEDICATED TO DIGNIFIED AGING, LIFE FULFILLMENT AND SERVICE TO THE BROADER COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 364 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 64794 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 43095 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 721245 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 671074 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24828581 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25910994 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 627425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1432740 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 247416 | OtherRevenuePriorYear |
| Other Revenue Current Year | 318878 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26424667 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28333686 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 672436 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 604934 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12440996 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13412664 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 18000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 170388 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12611099 | OtherExpensePriorYear |
| Other Expenses Current Year | 13125407 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25724531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27161005 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 700136 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1172681 | RevenuesLessExpensesCY |
| Total Assets BOY | 152949302 | TotalAssetsBOY |
| Total Assets EOY | 152938009 | TotalAssetsEOY |
| Total Liabilities BOY | 131304493 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 129169407 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21644809 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23768602 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 387 INDEPENDENT LIVING UNITS AND 90 SUPPORTED LIVING BEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21380834 | Expense |
| Grants | 604934 | Grants |
| Revenue | 25910994 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 21380834 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 364 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE SEYMOUR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2063823721 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012797 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| FLETCH WALLER | ||||||||
| PRESIDENT | 10.00 | 0.00 | X | X | 0 | 0 | 0 | |
| KAREN LANE | ||||||||
| VICE PRESIDENT | 10.00 | 0.00 | X | X | 0 | 0 | 0 | |
| BOB CLINE | ||||||||
| TREASURER | 2.00 | 0.50 | X | X | 0 | 0 | 0 | |
| RICHARD COUNTS | ||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| BRUCE WALKER | ||||||||
| PAST PRESIDENT | 7.00 | 0.00 | X | X | 0 | 0 | 0 | |
| SARAH PATTERSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARGARET BURKE | ||||||||
| TRUSTEE | 0.50 | 0.50 | X | 0 | 0 | 0 | ||
| JULIUS DEBRO | ||||||||
| TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| SUSAN DUFFY | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| NANCY EDQUIST | ||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| JIM FITZGERALD | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DENISE KLEIN | ||||||||
| TRUSTEE | 5.00 | 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 | ||
| JANE PIEHL | ||||||||
| RESIDENTS' COUNCIL CHAIR | 3.00 | 0.00 | X | 0 | 0 | 0 | ||
| ROBERT ANDERSON | ||||||||
| CEO | 65.00 | 1.00 | X | 250429 | 0 | 32953 | ||
| CARL SIVER | ||||||||
| CFO | 40.00 | 0.00 | X | 143492 | 0 | 14959 | ||
| LAURI WARFIELD-LARSON | ||||||||
| HEALTH SERVICE DIRECTOR | 40.00 | 2.00 | 131475 | 0 | 15984 | X | ||
| TIM FRAZIER | ||||||||
| COO | 40.00 | 0.00 | 129175 | 0 | 12497 | X | ||
| JOAN CARUFEL | ||||||||
| MARKETING DIRECTOR | 40.00 | 0.00 | 117436 | 0 | 9853 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 772007 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 86246 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUSHFORTH CONSTRUCTION COMPANY INC | |||||
| 6021 12TH STREET E SUITE 100 | TACOMA | WA | 98424 | CONSTRUCTION | 4845690 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICES MANAGEMENT | 940429 |
| GREVSTAND CONSTRUCTION LLC | |||||
| 3023 NE 50TH STREET | SEATTLE | WA | 98105 | CONSTRUCTION | 416002 |
| CROTHALL SERVICES GROUP | |||||
| 1500 LIBERTY RIDGE DRIVE SUITE 210 | WAYNE | PA | 19087 | FACILITIES MANAGEMENT | 360165 |
| HEARTWOOD BUILDERS INC | |||||
| 7022 21ST AVENUE NE | SEATTLE | WA | 98115 | CONSTRUCTION | 311465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| All Other Contributions | 671074 | AllOtherContributions |
| Noncash Contributions | 11608 | NoncashContributions |
| Total Contributions | 671074 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RESIDENCE FEES | 623990 | 9856664 | 9856664 | |
| HEALTH CARE PROGRAM | 623990 | 7517476 | 7517476 | |
| ENTRANCE FEES | 623990 | 6219262 | 6219262 | |
| DIETARY | 722320 | 1251238 | 1224823 | 26415 |
| OTHER ANCILLARY SRVCS | 900099 | 1066354 | 1066354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25910994 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1000771 | TotalRevenueColumn |
| Exclusion | $1,000,771 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 114993 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44241 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 70752 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70752 | TotalRevenueColumn |
| Unrelated Business Revenue | 38379 | UnrelatedBusinessRevenue |
| Exclusion | $32,373 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28997778 | Securities |
| Other | 399859 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28505887 | Securities |
| Other | 459781 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 491891 | Securities |
| Other | -59922 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431969 | TotalRevenueColumn |
| Exclusion | $431,969 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| GROUP RETRO REFUND | 900099 | 177662 | $177,662 |
| DSL SERVICE | 900099 | 34352 | $34,352 |
| FORFEITURES - WAITLIST | 900099 | 19814 | $19,814 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16298 | TotalRevenueColumn |
| Exclusion | $16,298 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 248126 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28333686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25884579 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 64794 | UnrelatedBusinessRevenue |
| Exclusion | $1,713,239 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13568 | Total |
| Program Services | 13568 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591366 | Total |
| Program Services | 591366 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441833 | Total |
| Program Services | 66275 | ProgramServices |
| Management And General | 375558 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10115352 | Total |
| Program Services | 7524671 | ProgramServices |
| Management And General | 2473194 | ManagementAndGeneral |
| Fundraising | 117487 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296916 | Total |
| Program Services | 249855 | ProgramServices |
| Management And General | 41317 | ManagementAndGeneral |
| Fundraising | 5744 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1431939 | Total |
| Program Services | 1298744 | ProgramServices |
| Management And General | 123606 | ManagementAndGeneral |
| Fundraising | 9589 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126624 | Total |
| Program Services | 997597 | ProgramServices |
| Management And General | 118850 | ManagementAndGeneral |
| Fundraising | 10177 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665039 | Total |
| Program Services | 665039 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323427 | Total |
| Management And General | 323427 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73748 | Total |
| Management And General | 73748 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Fundraising | 18000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83841 | Total |
| Management And General | 83841 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219537 | Total |
| Program Services | 1070169 | ProgramServices |
| Management And General | 149368 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105138 | Total |
| Program Services | 6454 | ProgramServices |
| Management And General | 98684 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657317 | Total |
| Program Services | 517060 | ProgramServices |
| Management And General | 137610 | ManagementAndGeneral |
| Fundraising | 2647 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59441 | Total |
| Management And General | 59441 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959108 | Total |
| Program Services | 959108 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48580 | Total |
| Program Services | 41875 | ProgramServices |
| Management And General | 6705 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864462 | Total |
| Program Services | 864462 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5334079 | Total |
| Program Services | 5334079 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326939 | Total |
| Management And General | 326939 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| BOND EXPENSES | 1034608 | 1034608 | |
| FOOD SERVICE COSTS | 838682 | 838682 | |
| RESIDENT/STAFF PROGRAMS | 104367 | 104367 | |
| UNRELATED BUS INC TAXES | 6464 | 6464 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420630 | Total |
| Program Services | 230999 | ProgramServices |
| Management And General | 182887 | ManagementAndGeneral |
| Fundraising | 6744 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27161005 | Total |
| Program Services | 21380834 | ProgramServices |
| Management And General | 5609783 | ManagementAndGeneral |
| Fundraising | 170388 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3059500 | BOY |
| EOY | 3058270 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6602501 | BOY |
| EOY | 3613969 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490425 | BOY |
| EOY | 575553 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956397 | BOY |
| EOY | 638414 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43243 | BOY |
| EOY | 58804 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211348 | BOY |
| EOY | 244943 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 156614456 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46751373 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107135394 | BOY |
| EOY | 109863083 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32588172 | BOY |
| EOY | 33102218 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 138552 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862322 | BOY |
| EOY | 1644203 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152949302 | BOY |
| EOY | 152938009 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2253636 | BOY |
| EOY | 2268176 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72929941 | BOY |
| EOY | 73193258 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52284997 | BOY |
| EOY | 51139997 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3835919 | BOY |
| EOY | 2567976 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131304493 | BOY |
| EOY | 129169407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13903529 | BOY |
| EOY | 15111317 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 719533 | BOY |
| EOY | 1265328 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7021747 | BOY |
| EOY | 7391957 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21644809 | BOY |
| EOY | 23768602 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152949302 | BOY |
| EOY | 152938009 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1172681 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 604178 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 346934 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1285034 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 479976 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 745470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 721245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 671074 | CurrentTaxYear |
| Total | 3902799 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22709045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23243222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23890348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24805160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25884579 | CurrentTaxYear |
| Total | 120532354 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75678 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33627 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50650 | CurrentTaxYear |
| Total | 261872 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24069757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23756825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24683770 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25580370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26606303 | CurrentTaxYear |
| Total | 124697025 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16398 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93679 | CurrentTaxYear |
| Total | 145364 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16398 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93679 | CurrentTaxYear |
| Total | 145364 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 124551661 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1264495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1003763 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1158087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1115380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1033144 | CurrentTaxYear |
| Total | 5574869 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12539 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13671 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36631 | CurrentTaxYear |
| Total | 79189 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1265982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1016302 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1171758 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1130241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1069775 | CurrentTaxYear |
| Total | 5654058 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 133196 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139691 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197476 | CurrentTaxYear |
| Total | 532755 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25335739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24906323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25917920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26850302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27873554 | CurrentTaxYear |
| Total | 130883838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95160 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94730 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04940 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | 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. FORFEITED DEPOSITS - 2009 AMOUNT: $ 16,225. 2010 AMOUNT: $ 6,150. 2011 AMOUNT: $ 9,722. 2012 AMOUNT: $ 19,814. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 82331 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6641720 | BeginningOfYearBalance |
| Contributions | 279952 | Contributions |
| Investment Earnings Or Losses | 970400 | InvestmentEarningsOrLosses |
| Other Expenditures | 267151 | OtherExpenditures |
| End Of Year Balance | 7624921 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6668545 | BeginningOfYearBalance |
| Contributions | 437185 | Contributions |
| Investment Earnings Or Losses | -256507 | InvestmentEarningsOrLosses |
| Other Expenditures | 207503 | OtherExpenditures |
| End Of Year Balance | 6641720 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5835251 | BeginningOfYearBalance |
| Contributions | 152406 | Contributions |
| Investment Earnings Or Losses | 869432 | InvestmentEarningsOrLosses |
| Other Expenditures | 188544 | OtherExpenditures |
| End Of Year Balance | 6668545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4359948 | BeginningOfYearBalance |
| Contributions | 194410 | Contributions |
| Investment Earnings Or Losses | 1297522 | InvestmentEarningsOrLosses |
| Other Expenditures | 16629 | OtherExpenditures |
| End Of Year Balance | 5835251 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5434765 | BeginningOfYearBalance |
| Contributions | 206076 | Contributions |
| Investment Earnings Or Losses | -1280893 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4359948 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12680 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1808978 | OtherCostOrOtherBasis |
| Book Value | 1808978 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139292266 | OtherCostOrOtherBasis |
| Depreciation | 42714676 | Depreciation |
| Book Value | 96577590 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7351098 | OtherCostOrOtherBasis |
| Depreciation | 4036697 | Depreciation |
| Book Value | 3314401 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8162114 | OtherCostOrOtherBasis |
| Book Value | 8162114 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 109863083 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS | $1,919,908 |
| ASSET RETIREMENT OBLIGATION - ASBESTOS | $450,140 |
| LONG TERM CARE INSURANCE INDEMNIFICATION | $197,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2567976 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 28949849 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 604178 | NetUnrealizedGainsInvestments |
| Other Revenues | 346934 | OtherRevenues |
| Revenue Not Rptd F990 | 951112 | RevenueNotRptdF990 |
| Revenue Subtotal | 27998737 | RevenueSubtotal |
| Other Revenues Not Included | 334949 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 334949 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28333686 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26826056 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 44241 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 44241 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26781815 | ExpensesSubtotal |
| Other Expenses Not Included | 379190 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 379190 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27161005 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | ART HAS ALWAYS BEEN IMPORTANT TO THE RESIDENTS OF HORIZON HOUSE. SEVERAL PIECES OF ARTWORK WERE PURCHASED TO CELEBRATE HORIZON HOUSE'S 50TH ANNIVERSARY. ADDITIONAL PIECES WERE PURCHASED TO ENHANCE NEWLY REMODELED DINING FACILITIES AND LOBBY AREAS. | |
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 6,832. CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 340,102. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| RESIDENT ASSISTANCE 379,190. RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B -44,241. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 6B 44,241. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RESIDENT ASSISTANCE 379,190. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFORD GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 ORRINGTON AVENUE | AddressLine1 |
| City | EVANSTON | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING ON ENDOWMENT CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 18000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 18000 | TotalRetainedByContractors |
| Licensed States | WA | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | HORIZON HOUSE MADE PAYMENTS OF $18,000 TO THE ALFORD GROUP FOR CONSULTING SERVICES ON AN ENDOWMENT CAMPAIGN THAT HAD NOT COMMENCED AS OF THE END OF 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CENTER FOR CREATIVE AGING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 272502055 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | TO ENRICH LIVES OF SENIORS BY FINDING PURPOSE IN LIFE. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| EMPLOYEE EMERGENCY GRANTS | 2 | 1000 | |||
| EDUCATIONAL ASSISTANCE | 22 | 11396 | 2626 | BOOK | EDUCATIONAL ASSISTANCE |
| RESIDENT ASSISTANCE | 12 | 576344 | BOOK | RESIDENT ASSISTANCE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT ANDERSON | ||||||||||||||
| CEO | 195702 | 0 | 45000 | 0 | 9727 | 0 | 15430 | 0 | 17523 | 0 | 283382 | 0 | 0 | 0 |
| CARL SIVER | ||||||||||||||
| CFO | 136744 | 0 | 2000 | 0 | 4748 | 0 | 8716 | 0 | 6243 | 0 | 158451 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911874730 | IssuerEIN |
| CUSIP Number | 939783PU4 | CUSIPNumber |
| Date Issued | 2005-10-01 | DateIssued |
| Issue Price | 56700000 | IssuePrice |
| Description Of Purpose | RENOVATION AND EXPAND CAMPUS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 4549872 | AmountRetired |
| Total Proceeds | 56700000 | TotalProceeds |
| Issuance Costs From Proceeds | 1010128 | IssuanceCostsFromProceeds |
| Capital Expenditures | 55689873 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00010 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00010 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANKMORGSTANLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSAMERICA | BusinessNameLine1 |
| Business Name Line2 | OCCIDENTAL LIFE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 4.171000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF VOLUNTEER SERVICES | FORM 990, PART I, LINE 6 | 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. |
| ORGANIZATION MISSION STATEMENT | 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 AN ACCREDITED CONTINUING CARE RETIREMENT COMMUNITY WITH 387 INDEPENDENT LIVING APARTMENTS AND 90 SUPPORTED LIVING HEALTH CARE APARTMENTS. THERE ARE APPROXIMATELY 550 RESIDENTS OF HORIZON HOUSE AND A STAFF OF 300. 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, INCLUDING ONE EX-OFFICIO MEMBER WITHOUT VOTING RIGHTS, ALL OF WHOM 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 2012 INCLUDE: - CHARITABLE CARE FOR RESIDENTS UNABLE TO PAY IN THE AMOUNT OF $576,344 ENABLING THEM TO REMAIN AT HORIZON HOUSE AND ELIMINATING THE NEED FOR GOVERNMENT ASSISTANCE AND SUBSIDIES. DISTRIBUTION OF $1,000 TO EMPLOYEES IN NEED OF ASSISTANCE AND $14,022 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, UCC AND OTHER SEATTLE NEIGHBORHOOD GROUPS ON AN ANNUAL BASIS. MEETING SPACE IS ALSO DONATED TO OTHER NON-PROFITS SUCH AS PUGET SOUND BLOOD CENTER, VIRGINIA MASON STROKE SUPPORT AND ELDERWISE FOR SPECIFIC MEETINGS AND EVENTS FOR A VALUE OF OVER $8,225. SPACE AND SUPPORT SERVICES DONATED TO THE NORTHWEST CENTER FOR CREATIVE AGING (NWCCA) AMOUNT TO AN ANNUAL CONTRIBUTION OF $74,192 FOR A TOTAL DONATED SPACE VALUE OF $82,417. - DONATIONS TO COMMUNITY NOT-FOR-PROFIT GROUPS IN HONOR OF DECEASED HORIZON HOUSE RESIDENTS, $1,050. - 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, NORTHWEST CENTER FOR CREATIVE AGING AND THE JIM ELLIS FREEWAY PARK ASSOCIATION TO WHICH OVER $12,518 HAS BEEN DONATED FOR THEIR CHARITABLE WORK IN THE BROADER COMMUNITY. - DONATIONS OF STAFF TIME TO SUCH NON-PROFITS AS UNIVERSITY OF WASHINGTON FELLOWS (20 HOURS), DOWNTOWN SEATTLE ASSOCIATION (12 HOURS), HOSPICE (50 HOURS), NWCCA (120 HOURS), JIM ELLIS FREEWAY PARK ASSOCIATION (140 HOURS), FIRST HILL IMPROVEMENT ASSOCIATION (44 HOURS), HORIZON HOME CARE (120 HOURS), VIRGINIA MASON CITIZENS' ADVISORY COMMITTEE (60 HOURS), LEADINGAGE (130 HOURS), KCTS CHANNEL 9 TV (200 HOURS), UNITED WAY (40 HOURS) AND OTHERS. - VOLUNTEER HOURS DONATED BY HORIZON HOUSE RESIDENTS TO COMMUNITY NON-PROFITS INCLUDE, LANG SIMONS PLYMOUTH HOUSING (152 HOURS), SEWING AND KNITTING FOR HARBORVIEW AND PLYMOUTH HOUSING (1,100 HOURS), AND FRIENDS OF THE LIBRARY BOOK CART (100 HOURS). IN 2012 HORIZON HOUSE DONATED $604,934 IN CHARITABLE DOLLARS (RESIDENT CARE, EMPLOYEE ASSISTANCE AND EDUCATIONAL GRANTS, DONATIONS TO NON-PROFITS AND COMMUNITY GROUPS), $8,225 WORTH OF MEETING SPACE FOR COMMUNITY NON-PROFIT GROUPS, $74,192 SPACE AND SUPPORT SERVICES FOR TWO NON-PROFITS AT HORIZON HOUSE, FOR A TOTAL OF $687,351. VOLUNTEER HOURS TOTALED 2,288 (936 HOURS OF STAFF TIME AND 1,352 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 FULL 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. | |
| 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 6,832. CHANGE IN VALUE OF INTEREST RATE CAP AND SWAP AGREEMENTS 340,102. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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) | |||||||||
| 1 | |||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOME CARE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY STREET UNIT 2-R | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455380588 | EIN |
| Primary Activity | HOME CARE | PrimaryActivity |
| Legal Domicile State | WA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -128775 | ShareOfTotalIncome |
| Share Of EOY Assets | 12445 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HORIZON HOME CARE | ||
| A | 27009 | FAIR MARKET VALUE |
| HORIZON HOME CARE | ||
| D | 138595 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990, SCHEDULE R, PART V, LINE 1A | ReturnReference |
| 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 THEIR EXEMPT PURPOSE. | Explanation |
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