2012-05-30T18:26:19-05:00 2011-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2011-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE 2537527112 2012-05-24 1 THOMAS G PAGANO P00760705 2535667070 2011 2016-02-24 21:20:13Z PAUL M OPGRANDE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 20906090 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 12 12 379 352 0 0 166566 139126 19580307 20310766 238172 177363 0 58385 19985045 20685640 372230 147513 0 0 11449643 11744730 0 0 0 7889982 7812181 19711855 19704424 273190 981216 20125239 20006905 16756889 15876281 3368350 4130624 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 18348803 20453447 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. 18348803 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 1 81 0 1 379 1 0 0 0 0 0 1 1 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X X DAVID HOFFMAN 2537567565 1301 NORTH HIGHLANDS TACOMA WA 98406 L MILLER 5.00 X X 0 0 0 G PEASE 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 B GUSTAFSON 5.00 X 0 0 0 N KOMNICK 5.00 X 0 0 0 D HELLAND 5.00 X 0 0 0 L FORBES 5.00 X 0 0 0 T TIETJEN 5.00 X 0 0 0 P OPGRANDE 40.00 X 169485 0 19822 L LADENBURG 40.00 X 115218 0 19944 D HOFFMAN 40.00 X 55697 0 5410 S CHRISTOR 40.00 X 105225 0 8805 445625 0 53981 3 0 1 0 0 139126 139126 PATIENT CARE 623000 16128522 16128522 APARTMENT AND SIXPLEX 623000 2299819 2299819 ASSISTED LIVING INCOME 623000 1656579 1656579 GUEST MEALS 623000 161529 161529 OTHER RESIDENT SERVICE 623000 61486 61486 2831 2831 20310766 34682 34682 319659 92365 84613 227294 -84613 142681 142681 101857 43472 58385 58385 20685640 20453447 0 93067 147513 147513 445625 445625 9581620 9315319 266301 641383 515914 125469 1076102 969757 106345 1222 1222 34713 34713 132933 94095 38838 93517 27811 65706 1721 1721 733688 733688 34257 19062 15195 27077 15550 11527 593954 593954 1327479 1327479 202570 202570 CONTRACT LABOR/CONSULTA 1763012 1756863 6149 DIETARY CONTRACT 967573 967573 ANCILLARIES 924451 924451 MISCELLANEOUS 608789 372562 236227 365225 364642 583 19704424 18348803 1355621 0 4740353 4328545 13376 11711 1580949 1670927 42587 44188 260335 201294 29072903 17469926 12346742 11602977 709380 1701184 132180 126095 299337 319984 20125239 20006905 1249656 1088522 4354976 4100375 4950000 4725000 5654916 5439939 547341 522445 16756889 15876281 X 3368350 4130624 3368350 4130624 20125239 20006905 X 981216 -218942 X X 0 1 1 X 0 X 341329 192613 222749 166566 139126 1062383 16849653 17493313 18002939 19803429 20453447 92602781 17190982 17685926 18225688 19969995 20592573 93665164 0 0 0 93665164 99404 44816 16508 15050 34682 210460 99404 44816 16508 15050 34682 210460 18261 58385 76646 17308647 17730742 18242196 19985045 20685640 93952270 0.99690 0.99760 0.00220 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51375 1033757 1085132 24063900 14800227 9263673 2982499 2128329 854170 941372 541370 400002 11602977 INVESTMENTS-SECURITIES 1149058 F SECURITIES - ANNUITY RESERVE 552126 F 1701184 PATIENT TRUST LIABILITY 28538 ANNUITIES PAYABLE 415907 WAITING LIST 78000 522445 GALA AUCTION 101857 101857 43472 101857 101857 43472 43472 58385 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 147513 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 169485 0 0 0 0 0 0 0 19822 0 189307 0 0 0 L LADENBURG 115218 0 0 0 0 0 0 0 19944 0 135162 0 0 0 D HOFFMAN 55697 0 0 0 0 0 0 0 5410 0 61107 0 0 0 S CHRISTOR 105225 0 0 0 0 0 0 0 8805 0 114030 0 0 0 X GALA AUCTION 146 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -218,942. 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 -66 0 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 TACOMA LUTHERAN HOME FOUNDATION B 139126 TACOMA LUTHERAN HOME FOUNDATION C 147513