2013-06-06T15:57:29-05:00 2012-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2012-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE 2537527112 2013-05-02 1 THOMAS G PAGANO P00760705 2535667070 2012 2016-03-07 17:11:31Z PAUL M OPGRANDE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 21096997 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 13 13 393 416 0 0 139126 117036 20310766 20436582 177363 119638 58385 39171 20685640 20712427 147513 472173 0 0 11744730 12237233 0 0 0 7812181 8224499 19704424 20933905 981216 -221478 20006905 19319691 15876281 15161945 4130624 4157746 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY EXISTS TO PROVIDE CARE IN A CHRIST-CENTERED ENVIRONMENT IN AN ATMOSPHERE OF RESPECT AND DIGNITY FOR THE WHOLE PERSON. 0 0 19414274 472173 20505659 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY (TLRC) IS ONE OF THE LARGEST CONTINUING CARE FACILITIES IN PIERCE COUNTY PROVIDING HEALTH CARE SERVICES AND A VARIETY OF RESIDENTIAL ACCOMMODATIONS FOR OVER 400 SENIORS DAILY. FOR OVER 70 YEARS, THE TLRC HAS GROWN AND CHANGED WITH THE CHANGING NEEDS OF THE SENIORS IN OUR COMMUNITY. WE OFFER A FULL CONTINUUM OF CARE AND SERVICES INCLUDING ACTIVE RETIREMENT LIVING, ASSISTED SENIOR LIVING, LONG TERM CARE, DEMENTIA CARE, RESPITE CARE, SHORT TERM MEDICAL CARE, REHABILITATION SERVICES, AND END-OF-LIFE CARE. WE HAVE A REPUTATION FOR AFFORDABLE QUALITY CARE AND QUALITY SENIOR LIVING FOR ALL. OUR FAITH-BASED COMMUNITY WELCOMES SENIORS OF ALL RELIGIOUS DENOMINATIONS AND BELIEFS. WE ARE MINDFUL OF ONE'S PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH. 19414274 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 77 0 1 393 1 0 0 0 0 0 1 1 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X X DAVID HOFFMAN 2537567565 1301 NORTH HIGHLANDS TACOMA WA 98406 G PEASE 5.00 X X 0 0 0 R TIETJEN 5.00 X X 0 0 0 D NUGENT 5.00 X X 0 0 0 C PLAEHN 5.00 X X 0 0 0 D ALGER 5.00 X 0 0 0 D BASSETT 5.00 X 0 0 0 H CONROY 5.00 X 0 0 0 L FORBES 5.00 X 0 0 0 L GAFFNEY 5.00 X 0 0 0 B GUSTAFSON 5.00 X 0 0 0 D HELLAND 5.00 X 0 0 0 N KOMNICK 5.00 X 0 0 0 L MILLER 5.00 X 0 0 0 P OPGRANDE 40.00 X 170786 0 21423 L LADENBURG 40.00 X 104132 0 14745 D HOFFMAN 40.00 X 87216 0 18344 S CHRISTOR 40.00 X 104770 0 8801 D YEARWOOD 40.00 X 100797 0 0 567701 0 63313 4 0 1 0 0 117036 117036 PATIENT CARE 623000 16055406 16055406 APARTMENT AND SIXPLEX INCOME 623000 2440880 2440880 ASSISTED LIVING INCOME 623000 1737567 1737567 GUEST MEALS 623000 166099 166099 OTHER RESIDENT SERVICES 623000 33080 33080 3550 3550 20436582 50561 50561 304029 300 235252 0 68777 300 69077 69077 188489 149318 39171 39171 20712427 20505659 0 89732 472173 472173 362134 362134 10101462 9722741 378721 686299 554646 131653 1087338 978184 109154 1430 1430 37565 37565 170804 127083 43721 89656 27452 62204 2564 2564 737967 737967 33177 8672 24505 35277 19726 15551 550336 550336 1302944 1302944 194107 194107 CONTRACT LABOR/CONSULTA 2006541 1948247 58294 ANCILLARIES 1130772 1130772 DIETARY CONTRACT 995178 995178 MISCELLANEOUS 521247 229379 291868 414934 414668 266 20933905 19414274 1519630 0 4328545 4158697 11711 39955 1670927 1653221 44188 41201 201294 167524 29723949 18734224 11602977 10989725 1701184 1823845 126095 19350 319984 426173 20006905 19319691 1088522 1252571 4100375 3726541 4725000 4485000 5439939 5182633 522445 515200 15876281 15161945 X 4130624 4157746 4130624 4157746 20006905 19319691 X -221478 248600 X X 0 1 X 1 0 X 192613 222749 166566 139126 117036 838090 17493313 18002939 19803429 20453447 20505659 96258787 17685926 18225688 19969995 20592573 20622695 97096877 0 0 0 97096877 44816 16508 15050 34682 50561 161617 44816 16508 15050 34682 50561 161617 58385 39171 97556 17730742 18242196 19985045 20685640 20712427 97356050 0.99730 0.99690 0.00170 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51375 1033757 1085132 24390357 15790618 8599739 3226953 2315025 911928 1021507 628581 392926 10989725 PATIENT TRUST LIABILITY 31173 ANNUITIES PAYABLE 396027 WAITING LIST 88000 515200 GALA AUCTION 188489 188489 149318 188489 188489 149318 149318 39171 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 472173 THE AMOUNT OF CASH TRANSFERRED TO THE TACOMA LUTHERAN HOME FOUNDATION TO ASSIST IN ITS OPERATIONS. 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: BOTH THE TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY AND THE FOUNDATION BOARDS MEET INDIVIDUALLY AND PROVIDE REPORTS AND MINTUES TO THE BOARD OF EACH. X X X 0 0 0 0 0 0 0 0 0 P OPGRANDE 170786 0 0 0 0 0 0 0 21423 0 192209 0 0 0 X GALA AUCTION 119 0 ESTIMATED FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS CORPORATION ARE 20 LUTHERAN CHURCHES LOCATED IN PIERCE COUNTY. THEY APPOINT DELEGATES TO THE ANNUAL MEETING. THE DELEGATES ELECT THE BOARD OF GOVERNORS AND ARE RESPONSIBLE TO APPROVE OR DISAPPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A SEE ABOVE FORM 990, PART VI, SECTION A, LINE 7B SEE ABOVE FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE BOARD OF GOVERNORS AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES REQUIRE DIRECTORS AND OFFICERS TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. OTHER THAN ANNUALLY WHEN THEY SIGN THE CONFLICT OF INTEREST DISCLOSURE, BOARD MEMBERS ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS WHEN ISSUES ARISE DURING THE YEAR AND EXCUSE THEMSELVES FROM THE DISCUSSIONS AND VOTING ON THOSE ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND TOP MANAGEMENT OFFICIALS IS DETERMINED BASED ON ANNUAL SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS 248,600. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN SERVICES IN THE NORTHWEST LLC 1301 N HIGHLANDS PKWY TACOMA WA 98406 912130411 SUPPORT SERVICES FOR MEMBERS WA -26 N/A TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 TO ENHANCE SERVICES TO THE ELDERLY WA 501(C)(3) 9 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TACOMA LUTHERAN HOME FOUNDATION B 117036 TACOMA LUTHERAN HOME FOUNDATION C 472173