2011-08-30T12:51:31-05:00 2010-12-31 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2010-01-01 910963214 TACOMA LUTHERAN HOME & RETIREMENT COMMUNITY TACO 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 PAUL M OPGRANDE 2537527112 2011-08-25 1 THOMAS G PAGANO 2535667070 2010 2016-02-24 21:20:13Z PAUL M OPGRANDE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 20384989 0 X WWW.TACOMALUTHERAN.ORG X 1938 WA TACOMA LUTHERAN RETIREMENT COMMUNITY IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. 13 13 367 200 0 0 285633 166566 17940047 19580307 220820 238172 0 0 18446500 19985045 294538 372230 0 0 11058435 11449643 0 0 0 7056725 7889982 18409698 19711855 36802 273190 19659176 20125239 16512357 16756889 3146819 3368350 X 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 18223747 19801756 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. 18223747 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 44 0 367 1 0 0 0 0 0 0 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 L LADENBURG 2537567553 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 SILVERNAIL 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 C PLAEHN 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 166701 0 17721 L LADENBURG 40.00 X 108526 0 19588 S CHRISTOR 40.00 X 101750 0 1827 376977 0 39136 3 0 1 0 0 154317 12249 166566 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 7914 7914 19580307 16723 16723 621393 387575 12369 233818 -12369 221449 221449 19985045 19801756 0 16723 372230 372230 376977 376977 9466943 9087489 379454 617413 493017 124396 988310 883418 104892 20876 20876 36446 36446 236398 75763 160635 94639 27678 66961 2707 2707 659216 659216 41608 27364 14244 27376 9063 18313 628449 628449 1341322 1341322 225358 225358 CONTRACT LABOR/CONSULTA 1693458 1688181 5277 DIETARY CONTRACT 998680 998680 ANCILLARIES 888794 888794 MISCELLANEOUS 624865 448185 176680 SUPPLIES 369790 369540 250 19711855 18223747 1488108 0 3991846 4740353 11628 13376 1427564 1580949 39390 42587 87133 260335 28560082 16213340 12839085 12346742 826639 709380 162200 132180 273691 299337 19659176 20125239 1303314 1249656 3712231 4354976 5160000 4950000 5773767 5654916 563045 547341 16512357 16756889 X 3146819 3368350 3146819 3368350 19659176 20125239 X 273190 -51659 X X 0 1 1 X 0 X 669928 341329 192613 222749 166566 1593185 16247122 16849653 17493313 18002939 19803429 88396456 16917050 17190982 17685926 18225688 19969995 89989641 0 0 0 89989641 15930 99404 44816 16508 15050 191708 15930 99404 44816 16508 15050 191708 5087 18261 23348 16938067 17308647 17730742 18242196 19985045 90204697 0.99760 0.99750 0.00210 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51375 1033757 1085132 23840437 13780008 10060429 2789540 1917260 872280 844973 516072 328901 12346742 PATIENT TRUST LIABILITY 21978 ANNUITIES PAYABLE 439363 WAITING LIST 86000 547341 1 TACOMA LUTHERAN HOME FOUNDATION 1301 N HIGHLANDS PKWY TACOMA WA 98406 943031579 372230 THE AMOUNT OF CASH TRANSFERRED TO THE TACOMA LUTHERAN HOME FOUNDATION TO ASSIST IN ITS OPERATIONS. 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 166701 0 0 0 0 0 0 0 17721 0 184422 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: -53,332. CHANGE IN SPLIT INTEREST AGREEMENT 1,673. TOTAL TO FORM 990, PART XI, LINE 5: -51,659. 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 -54 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 154317 TACOMA LUTHERAN HOME FOUNDATION C 372230