2023-11-17T12:24:16-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 900 TACOMA WA 98402 990 2022-01-01 911870393 SOUND GENERATIONS (SENIOR CENTERS ONLY) SENI 2064485757 2208 SECOND AVE 100 SEATTLE WA 98121 JAMES WIGFALL CEO 2064485757 2023-11-17 1 JAMES WIGFALL 999009999 0 ROSALINDA MARIKAR CPA P01684134 2532721555 2023-11-17 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JAMES WIGFALL 2208 SECOND AVE 100 SEATTLE WA 98121 1398632 1 0 8026 X HTTPS://SOUNDGENERATIONS.ORG/SENIOR-CENTERS/ X 1967 WA TO PROVIDE A WELCOMING, INCLUSIVE ENVIRONMENT WHERE PEOPLE CAN ENJOY WARM FRIENDSHIPS, HEALTHY ACTIVITIES, JOYFUL EXPERIENCES AND MEANINGFUL ENGAGEMENT AS THEY AGE. 21 21 1 250 0 0 719418 903419 244362 400994 488 819 -33092 70060 931176 1375292 0 0 0 0 899506 711433 4025 0 0 55576 629907 959107 1341340 -27931 33952 621502 1024042 83208 451796 538294 572246 OUR MISSION IS TO PROVIDE A WELCOMING, INCLUSIVE ENVIRONMENT WHERE PEOPLE CAN ENJOY WARM FRIENDSHIPS, HEALTHY ACTIVITIES, JOYFUL EXPERIENCES AND MEANINGFUL ENGAGEMENT AS THEY AGE. 0 0 1341340 0 407445 OUR AFFILIATE SENIOR CENTERS CONNECT OLDER ADULTS AND THEIR COMMUNITIES. MEMBERS TAKE CLASSES TO KEEP FIT, SHARE PASSIONS, AND EXPLORE IDEAS; AND, PARTICIPATE IN EVENTS, COMMUNITY MEALS, ACTIVITIES AND CELEBRATIONS. AFFILIATED CENTERS INCLUDED ON THIS FORM ARE THE BALLARD/NW SENIOR CENTER AND SHORELINE/LAKE FOREST PARK SENIOR CENTER. 1341340 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 1 0 0 1 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 X X CARLOS ROJAS 2064485757 2208 SECOND AVE STE 100 SEATTLE WA 98121 RUTHA THOMAS PRESIDENT, NWSC 2.00 X X 0 0 0 CHRIS HOBAN TREASURER, NWSC 2.00 X X 0 0 0 JAN GAODOS DIRECTOR, NWSC 2.00 X 0 0 0 HENRY GRENLEY DIRECTOR, NWSC 2.00 X 0 0 0 ANNIE DAVIS DIRECTOR, NWSC 2.00 X 0 0 0 BOBBIE LONG DIRECTOR, NWSC 2.00 X 0 0 0 PEGGY HOUGARDY DIRECTOR, NWSC 2.00 X 0 0 0 MARY WEBSTER DIRECTOR, NWSC 2.00 X 0 0 0 SUSAN SCHNEIDER DIRECTOR, NWSC 2.00 X 0 0 0 ELLIOT HAACK DIRECTOR, NWSC 2.00 X 0 0 0 IAN MCKENZIE DIRECTOR, NWSC 2.00 X 0 0 0 MARYN WYNNE PRESIDENT, SLSC 2.00 X X 0 0 0 CINDY MCCREA TREASURER, SLSC 2.00 X X 0 0 0 NED MCCREA DIRECTOR, SLSC 2.00 X 0 0 0 BRIAN BEAN DIRECTOR, SLSC 2.00 X 0 0 0 BILL KIESEL DIRECTOR, SLSC 2.00 X 0 0 0 GINNY SCANTLEBURY DIRECTOR, SLSC 2.00 X 0 0 0 ELIZABETH EVANS DIRECTOR, SLSC 2.00 X 0 0 0 DOUG WOODS DIRECTOR, SLSC 2.00 X 0 0 0 CHRIS MELTON DIRECTOR, SLSC 2.00 X 0 0 0 ELLEN SULLIVAN SECRETARY, SLSC 2.00 X X 0 0 0 CARLYE TEEL EXECUTIVE DIRECTOR, NWSC 40.00 X 112785 0 16053 THERESA LACROIX EXECUTIVE DIRECTOR, SLFP 40.00 X 105061 0 15527 JAMES WIGFALL CEO 2.00 42.00 X 0 247890 36431 BRITTANY BLUE CHIEF PHILANTHROPY OFFICER 2.00 42.00 X 0 184533 26891 CARLOS ROJAS CFO 2.00 42.00 X 0 212484 31292 JOANNE DONOHUE COO 2.00 42.00 X 0 174436 25591 GREG ROBERTS HR DIRECTOR 2.00 42.00 X 0 165630 24479 217846 984973 176264 0 0 1 0 0 44300 695692 163427 8644 903419 PROGRAM FEES 623990 137361 137361 CLASSES AND TRIP FEES 623990 123909 123909 COMMUNITY DINING 623990 66944 66944 MEMBERSHIP FEE 623990 48595 48595 RENTAL REV 531110 24185 24185 400994 819 819 54323 44300 7349 46974 46974 32626 15991 16635 16635 6451 0 6451 6451 1375292 407445 0 64428 X 242175 242175 360617 360617 10235 10235 42949 42949 55457 55457 3500 3500 144629 144629 9946 9946 108288 108288 44846 44846 145020 145020 4830 4830 719 719 1294 1294 13163 13163 PROGRAM SUPPLIES AND EQ 129002 129002 MERCHANT & OTHER FEES 8906 8906 TAXES 5039 5039 DUES & SUBSCRIPTIONS 4319 4319 6406 6406 1341340 1341340 0 0 16696 40321 518366 523099 85146 102944 21945 21945 1294 0 0 357678 621502 1024042 6335 11010 76873 440786 83208 451796 X 523294 572246 15000 0 538294 572246 621502 1024042 33952 0 X 0 0 0 X 1753977 1034449 1515413 719418 903419 5926676 182290 182290 136716 136716 136723 774735 1936267 1216739 1652129 856134 1040142 6701411 6701411 4825 13760 5228 488 819 25120 11560 11560 7970 7970 6746061 3239805 0.99340 0.97320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21945 21945 0 0 RIGHT OF USE ASSETS 357678 357678 RIGHT OF USE LEASE LIABILITIES 376420 DUE TO SOUND GENERATIONS 64366 440786 ANNUAL DINNER 80820 44300 36520 58 6220 ANNUAL HOLIDAY BAZAAR 17803 0 17803 262 349 460 98623 44300 54323 58 262 349 6680 7349 46974 32626 12409 3582 1 0.50000 32626 12409 3582 15991 16635 WA 1 0 0 0 1.00000 THERESA LACROIX 18560 1ST AVE NE SHORELINE WA 98155 0 THERESA LACROIX 0 X 0 0 0 0 0 0 0 0 0 0 JAMES WIGFALL CEO 0 247890 0 0 0 0 0 7428 0 29003 0 284321 0 0 CARLOS ROJAS CFO 0 212484 0 0 0 0 0 6375 0 24917 0 243776 0 0 BRITTANY BLUE CHIEF PHILANTHROPY OFFICER 0 184533 0 0 0 0 0 5536 0 21355 0 211424 0 0 JOANNE DONOHUE COO 0 174436 0 0 0 0 0 5233 0 20358 0 200027 0 0 GREG ROBERTS HR DIRECTOR 0 165630 0 0 0 0 0 4969 0 19510 0 190109 0 0 PART I, LINE 3 THE SENIOR CENTERS RELY ON SOUND GENERATIONS' POLICIES FOR DETERMINING COMPENSATION. THE CEO'S COMPENSATION ADJUSTMENTS ARE REVIEWED BY SOUND GENERATIONS' BOARD CHAIR AND THE EXECUTIVE COMMITTEE PRIOR TO ANY CHANGES IN COMPENSATION. THE DELIBERATION AND DECISION IS DOCUMENTED IN THEIR MEETING MINUTES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE ELECTED OFFICERS OF THE BOARD-NAMELY PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT FOR THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS, MAKE POLICY DECISIONS IN EMERGENCY SITUATIONS, PROVIDED THAT ANY SUCH ACTION IS WITHIN THE STATED POLICIES AND PROCEDURES OF THE CENTER AND SENIOR SERVICES. A COMPLETE REPORT OF ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT MEETING OF THE BOARD AND IS SUBJECT TO RATIFICATION. FORM 990, PART VI, SECTION A, LINE 3 SOUND GENERATIONS (EIN 91-0823767) PROVIDES COMPREHENSIVE FINANCIAL MANAGEMENT SERVICES AND OTHER ADMINISTRATIVE SERVICES, INCLUDING HUMAN RESOURCE MANAGEMENT, TO THE SENIOR CENTERS AS OUTLINED IN THE AFFILIATION AGREEMENTS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE ENTITLED TO A DISCOUNTED FEE FOR PROGRAMS AND CLASSES AT THE SENIOR CENTER. THE MEMBERSHIP FEE IS NOMINAL. WITHIN SHORELINE SENIOR CENTER THERE ARE TWO CLASSES OF MEMBERSHIP, ACTIVE AND SUSTAINING. ONLY ACTIVE MEMBERS SHALL BE ENTITLED TO VOTE ON MEMBERSHIP BUSINESS. WITH BALLARD NW SENIOR CENTER EACH MEMBER WHOM HAS PAID THEIR ANNUAL DUES SHALL BE ENTITLED TO VOTE FOR THE BOARD OF DIRECTORS OR OTHER CENTER BUSINESS REQUIRING A MEMBERSHIP VOTE. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE MEMBER OF THE CENTERS ARE ENTITLED TO VOTE IN THE ANNUAL ELECTION OF THE BOARD AND ON ANY OTHER BUSINESS REQUIRING A VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR CENTERS 990 IS REVIEWED BY SOUND GENERATION'S MANAGEMENT PRIOR TO FILING. THE 990 IS DISTRIBUTED TO THE BOARD TO REVIEW AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12 BOARD MEMBERS SIGN A COPY OF THE POLICY AND A DISCLOSURE FORM EVERY TWO YEARS. EACH EMPLOYEE SIGNS THE CONFLICT OF INTEREST POLICY FORM AS PART OF THE NEW HIRE PROCESS. BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON ITEMS THAT MAY INCLUDE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SENIOR CENTERS RELY ON SOUND GENERATIONS' POLICIES FOR DETERMINING COMPENSATION. THE CEO'S COMPENSATION ADJUSTMENTS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE PRIOR TO ANY CHANGES IN COMPENSATION. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE MEETING MINUTES. THE HUMAN RESOURCES DEPARTMENT ADMINISTERS ALL ASPECTS OF THE COMPENSATION PLAN, INCLUDING: - PARTNERING WITH EXECUTIVE LEADERSHIP AND DEPARTMENT MANAGERS TO DEVELOP AND MAXIMIZE WORKFORCE COMPETENCIES, RETAIN VALUED EMPLOYEES, ENHANCE CAREER GROWTH, AND SUPPORT SUCCESSION PLANNING. - MANAGING THE ADOPTED WAGE SCALE, INITIAL PAY PLACEMENT, AND EMPLOYEE PAY CHANGES. - CONDUCTING AND PARTICIPATING IN WAGE SURVEYS. ANALYZING WAGE DATA, PERFORMING WAGE COMPARISONS, AND RECOMMENDING CHANGES TO JOB CLASSIFICATIONS, PAY GRADES, AND THE SOUND GENERATIONS WAGE SCALE AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. SOUND GENERATIONS DOES MAKE AVAILABLE ITS ANNUAL REPORT WITH UNAUDITED FINANCIAL INFORMATION ON THE AGENCY'S WEBSITE (WWW.SOUNDGENERATIONS.ORG) FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,824. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,824. CONTRACTED/TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 8,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,692. INSTRUCTORS FEES: PROGRAM SERVICE EXPENSES 88,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,373. CONTRACTUAL SERVICES - OTHER: PROGRAM SERVICE EXPENSES 27,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,740. SOUND GENERATIONS 2208 2ND AVE STE 100 SEATTLE WA 98121 910823767 INCLUSIVE SENIOR SERVICES WA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 BALLARD NORTHWEST SENIOR CENTER 5429 32ND AVENUE NW SEATTLE WA 98107 911156588 SENI SHORELINE SENIOR CENTER 18560 1ST AVE NE 1 SHORELINE WA 98155 911156587 SENI