ELISEO: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ELISEO (EIN 91-0963214)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-30
- IRS object ID
- 201112429349300711
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-30T12:51:31-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON STONE & PAGANO PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 REGENTS BLVD SUITE 100 | AddressLine1 |
| City | FIRCREST | City |
| State | WA | State |
| ZIP Code | 98466 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910963214 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TACO | NameControl |
| Phone | 2537527112 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N HIGHLANDS PARKWAY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL M OPGRANDE | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 2537527112 | Phone |
| Date Signed | 2011-08-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS G PAGANO | Name |
| Phone | 2535667070 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL M OPGRANDE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N HIGHLANDS PARKWAY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20384989 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TACOMALUTHERAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 367 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 285633 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 166566 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17940047 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19580307 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 220820 | InvestmentIncomePriorYear |
| Investment Income Current Year | 238172 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18446500 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19985045 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 294538 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 372230 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11058435 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11449643 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7056725 | OtherExpensePriorYear |
| Other Expenses Current Year | 7889982 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18409698 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19711855 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 36802 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 273190 | RevenuesLessExpensesCY |
| Total Assets BOY | 19659176 | TotalAssetsBOY |
| Total Assets EOY | 20125239 | TotalAssetsEOY |
| Total Liabilities BOY | 16512357 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16756889 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3146819 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3368350 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18223747 | Expense |
| Revenue | 19801756 | Revenue |
| Description | TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY IS ONE OF THE LARGEST CONTINUING CARE FACILITIES IN PIERCE COUNTY AND PROVIDES HEALTH CARE SERVICES AND A VARIETY OF RESIDENTIAL ACCOMMODATIONS FOR OVER 400 SENIORS DAILY. FOR OVER 70 YEARS, THE TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY 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. | Description |
| Total Program Service Expense | 18223747 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 367 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L LADENBURG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2537567553 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 NORTH HIGHLANDS | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| L MILLER | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| G PEASE | |||||||
| VICE-CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| D NUGENT | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| C SILVERNAIL | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| D ALGER | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| D BASSETT | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| H CONROY | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| B GUSTAFSON | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| N KOMNICK | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| D HELLAND | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| C PLAEHN | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| L FORBES | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| T TIETJEN | |||||||
| BOARD OF GOVERNORS | 5.00 | X | 0 | 0 | 0 | ||
| P OPGRANDE | |||||||
| PRESIDENT/CEO | 40.00 | X | 166701 | 0 | 17721 | ||
| L LADENBURG | |||||||
| COO/CFO | 40.00 | X | 108526 | 0 | 19588 | ||
| S CHRISTOR | |||||||
| EMPLOYEE | 40.00 | 101750 | 0 | 1827 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 376977 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39136 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 154317 | RelatedOrganizations |
| All Other Contributions | 12249 | AllOtherContributions |
| Total Contributions | 166566 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT CARE | 623000 | 15596682 | 15596682 |
| APARTMENT AND SIXPLEX | 623000 | 2168268 | 2168268 |
| ASSISTED LIVING | 623000 | 1523195 | 1523195 |
| GUEST MEALS | 623000 | 154548 | 154548 |
| OTHER RESIDENT SERVICE | 623000 | 129700 | 129700 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7914 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7914 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19580307 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16723 | TotalRevenueColumn |
| Exclusion | $16,723 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 621393 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 387575 | Securities |
| Other | 12369 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 233818 | Securities |
| Other | -12369 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 221449 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19985045 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19801756 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,723 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372230 | Total |
| Program Services | 372230 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376977 | Total |
| Management And General | 376977 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9466943 | Total |
| Program Services | 9087489 | ProgramServices |
| Management And General | 379454 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617413 | Total |
| Program Services | 493017 | ProgramServices |
| Management And General | 124396 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988310 | Total |
| Program Services | 883418 | ProgramServices |
| Management And General | 104892 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20876 | Total |
| Management And General | 20876 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36446 | Total |
| Management And General | 36446 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236398 | Total |
| Program Services | 75763 | ProgramServices |
| Management And General | 160635 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94639 | Total |
| Program Services | 27678 | ProgramServices |
| Management And General | 66961 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2707 | Total |
| Management And General | 2707 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659216 | Total |
| Program Services | 659216 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41608 | Total |
| Program Services | 27364 | ProgramServices |
| Management And General | 14244 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27376 | Total |
| Program Services | 9063 | ProgramServices |
| Management And General | 18313 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628449 | Total |
| Program Services | 628449 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1341322 | Total |
| Program Services | 1341322 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225358 | Total |
| Program Services | 225358 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT LABOR/CONSULTA | 1693458 | 1688181 | 5277 |
| DIETARY CONTRACT | 998680 | 998680 | |
| ANCILLARIES | 888794 | 888794 | |
| MISCELLANEOUS | 624865 | 448185 | 176680 |
| SUPPLIES | 369790 | 369540 | 250 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19711855 | Total |
| Program Services | 18223747 | ProgramServices |
| Management And General | 1488108 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3991846 | BOY |
| EOY | 4740353 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11628 | BOY |
| EOY | 13376 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1427564 | BOY |
| EOY | 1580949 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39390 | BOY |
| EOY | 42587 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87133 | BOY |
| EOY | 260335 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28560082 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16213340 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12839085 | BOY |
| EOY | 12346742 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 826639 | BOY |
| EOY | 709380 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162200 | BOY |
| EOY | 132180 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273691 | BOY |
| EOY | 299337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19659176 | BOY |
| EOY | 20125239 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1303314 | BOY |
| EOY | 1249656 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3712231 | BOY |
| EOY | 4354976 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5160000 | BOY |
| EOY | 4950000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5773767 | BOY |
| EOY | 5654916 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563045 | BOY |
| EOY | 547341 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16512357 | BOY |
| EOY | 16756889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3146819 | BOY |
| EOY | 3368350 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3146819 | BOY |
| EOY | 3368350 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19659176 | BOY |
| EOY | 20125239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 273190 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -51659 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 669928 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 341329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 192613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166566 | CurrentTaxYear |
| Total | 1593185 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16247122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16849653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17493313 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18002939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19803429 | CurrentTaxYear |
| Total | 88396456 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16917050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17190982 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17685926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18225688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19969995 | CurrentTaxYear |
| Total | 89989641 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 89989641 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15930 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15050 | CurrentTaxYear |
| Total | 191708 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15930 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15050 | CurrentTaxYear |
| Total | 191708 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18261 | CurrentTaxYearMinus3Years |
| Total | 23348 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16938067 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17308647 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17730742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18242196 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19985045 | CurrentTaxYear |
| Total | 90204697 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99750 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00220 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 51375 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1033757 | OtherCostOrOtherBasis |
| Book Value | 1085132 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23840437 | OtherCostOrOtherBasis |
| Depreciation | 13780008 | Depreciation |
| Book Value | 10060429 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2789540 | OtherCostOrOtherBasis |
| Depreciation | 1917260 | Depreciation |
| Book Value | 872280 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 844973 | OtherCostOrOtherBasis |
| Depreciation | 516072 | Depreciation |
| Book Value | 328901 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12346742 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PATIENT TRUST LIABILITY | $21,978 |
| ANNUITIES PAYABLE | $439,363 |
| WAITING LIST | $86,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 547341 | TotalOfAmounts |
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 | TACOMA LUTHERAN HOME FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N HIGHLANDS PKWY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 943031579 | EINOfRecipient |
| Amount Of Cash Grant | 372230 | AmountOfCashGrant |
| Purpose Of Grant | THE AMOUNT OF CASH TRANSFERRED TO THE TACOMA LUTHERAN HOME FOUNDATION TO ASSIST IN ITS OPERATIONS. | PurposeOfGrant |
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: BOTH THE TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY AND THE FOUNDATION BOARDS MEET INDIVIDUALLY AND PROVIDE REPORTS AND MINTUES TO THE BOARD OF EACH. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | P OPGRANDE | NamePerson |
| Base Compensation Filing Org | 166701 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17721 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 184422 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| COMPENSATION FOR THE CEO AND TOP MANAGEMENT OFFICIALS IS DETERMINED BASED ON ANNUAL SALARY SURVEYS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FORM 990 IS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -53,332. CHANGE IN SPLIT INTEREST AGREEMENT 1,673. TOTAL TO FORM 990, PART XI, LINE 5: -51,659. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN THE NORTHWEST LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N HIGHLANDS PKWY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912130411 | EIN |
| Primary Activities | SUPPORT SERVICES FOR MEMBERS | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Total Income | -54 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TACOMA LUTHERAN HOME FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N HIGHLANDS PKWY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943031579 | EIN |
| Primary Activities | TO ENHANCE SERVICES TO THE ELDERLY | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| TACOMA LUTHERAN HOME FOUNDATION | |
| B | 154317 |
| TACOMA LUTHERAN HOME FOUNDATION | |
| C | 372230 |
Comments