2024-11-06T16:15:08-06:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2023-01-01 911154904 KLINE GALLAND CENTER KLIN 2067258800 7500 SEWARD PARK AVENUE SOUTH SEATTLE WA 98118 JEFFREY COHEN CEO 2067258800 2024-10-30 1 0 JACOB J DEHNE CPA P02534988 2066288990 2024-10-30 2023 2024-10-15 13:58:12Z JEFFREY COHEN 7500 SEWARD PARK AVENUE SOUTH SEATTLE WA 98118 8134623 0 X WWW.KLINEGALLAND.ORG X 1982 WA PROVIDES FINANCIAL SUPPORT TO FIVE NON-PROFIT AFFILIATED ORGANIZATIONS THAT PROVIDE SERVICES TO THE ELDERLY. 25 23 0 39 0 0 5064559 2152660 0 0 1576666 2485126 225338 233343 6866563 4871129 1322459 3241002 0 0 848416 1022286 0 0 1097935 1013292 1116094 3184167 5379382 3682396 -508253 57329189 58695225 6747000 4117944 50582189 54577281 THE KLINE GALLAND CENTER PROVIDES FINANCIAL SUPPORT TO FIVE NON-PROFIT AFFILIATED ORGANIZATIONS THAT PROVIDE SERVICES TO THE ELDERLY. 0 0 3241002 3241002 TO PROVIDE FINANCIAL SUPPORT FOR FIVE RELATED NON-PROFIT ORGANIZATIONS - CAROLINE KLINE GALLAND HOME, POLACK ADULT DAY CENTER, THE SUMMIT AT FIRST HILL, KLINE GALLAND CENTER FOUNDATION, AND POLACK FAMILY SUPPORTING FOUNDATION. 3241002 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 1 1 1 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA CA FL NJ NY OR X TRACEY GROSCOST 2067258800 7500 SEWARD PARK AVENUE SOUTH SEATTLE WA 98118 IRENE FISHER CHAIR 0.50 3.00 X X 0 0 0 ROBERT SIMON VICE CHAIR 0.50 3.00 X X 0 0 0 BARBARA SULMAN SECRETARY 0.50 3.00 X X 0 0 0 JAY RIFFKIN TREASURER 0.50 3.00 X X 0 0 0 JEANIE ALHADEFF DIRECTOR 0.50 1.50 X 0 0 0 JACK ALMO DIRECTOR 0.50 3.00 X 0 0 0 DAVID BENOLIEL DIRECTOR 0.50 1.50 X 0 0 0 MARC BRIDGE DIRECTOR 0.50 1.50 X 0 0 0 MICHAEL COHEN DIRECTOR 0.50 1.50 X 0 0 0 LYNN DUBEY DIRECTOR 0.50 1.50 X 0 0 0 DAVID FAIN DIRECTOR 0.50 1.50 X 0 0 0 MARK KANE DIRECTOR 0.50 1.50 X 0 0 0 THOMAS LEAVITT DIRECTOR 0.50 1.50 X 0 0 0 ALVIN MARTIN DIRECTOR 0.50 1.50 X 0 0 0 RABBI JAMES MIREL DIRECTOR 0.50 1.50 X 0 0 0 MICHAEL MORGAN DIRECTOR 0.50 1.50 X 0 0 0 JEFF PIHA DIRECTOR 0.50 1.50 X 0 0 0 BRIAN QUINT DIRECTOR 0.50 1.50 X 0 0 0 ARI ROBICSEK DIRECTOR 0.50 1.50 X 0 0 0 DOUGLAS ROSEN DIRECTOR 0.50 1.50 X 0 0 0 STEVEN SCHWARTZ DIRECTOR 0.50 1.50 X 0 0 0 DAVID SHAPIRO DIRECTOR 0.50 1.50 X 0 0 0 ALLAN STEINMAN DIRECTOR 0.50 1.50 X 0 0 0 DOUG WIVIOTT DIRECTOR 0.50 1.50 X 0 0 0 ELANA ZANA DIRECTOR 0.50 1.50 X 0 0 0 JEFF COHEN CHIEF EXECUTIVE OFFICER 0.40 39.60 X 0 795342 63010 NATHAN NUSBAUM CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 0 331179 41461 TRACEY GROSCOST CHIEF FINANCIAL OFFICER 0.40 39.60 X 0 327439 10075 ERIN SHERIDAN CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 0.40 39.60 X 0 182638 10167 EMILY CLOTFELTER DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 0 139065 13365 0 1775663 138078 0 0 1 0 GOLDMAN SACHS 719 2ND AVE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT 228784 1 2152660 2152660 1388341 1388341 233343 0 233343 233343 233343 4360279 3263494 1096785 1096785 1096785 4871129 0 0 2718469 3241002 3241002 565664 193025 372639 312893 113539 199354 24679 12277 12402 64035 13134 50901 55015 21764 33251 44226 44226 61034 61034 254058 254058 115039 5822 109217 229695 82288 147407 67300 895 66405 47791 47791 142691 142691 15159 4311 10848 2701 2701 6133 6133 3775 3775 9214 9214 OTHER EXPENSES 117278 21767 95511 5379382 3241002 1040445 1097935 1839537 240640 42872 48490 61700 9000 11395 161918 750000 750000 11768 13489 2174038 874323 1303490 1299715 47789611 50725288 3617560 3469879 1901256 1976806 57329189 58695225 109512 136155 6637488 3981789 6747000 4117944 X 49816755 53078478 765434 1498803 50582189 54577281 57329189 58695225 -508253 4503345 0 X 0 1 X 1 0 X X 3 POLACK ADULT DAY CENTER 911154902 10 1 24000 0 THE SUMMIT AT FIRST HILL 911973348 10 1 742002 0 CAROLINE KLINE GALLAND HOME 910950710 10 1 2475000 0 3 3241002 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 500000 70796 570796 0.00000 0.87600 0.12400 0 0 1299715 1299715 768125 768125 0 106198 106198 0 1299715 HEDGE FUNDS AND PRIVATE EQUITY 3469879 F 3469879 LIFE INSURANCE LIABILITY 1286163 DUE TO AFFILIATES 2554717 CHARITABLE GIFT ANNUITY LIABILITY 140909 3981789 PART V, LINE 4: KLINE GALLAND CENTER IS A MEMBER OF THE GROUP OF RELATED ORGANIZATIONS, THE KLINE GALLAND CENTER AND AFFILIATES, WHICH TOGETHER HAVE VARIOUS PERMANENTLY RESTRICTED ASSETS, THE INCOME OF WHICH MAY BE USED FOR GENERAL OPERATIONS BY ANY OF THE RELATED ORGANIZATIONS. 1 THE SUMMIT AT FIRST HILL 7500 SEWARD PARK AVE S SEATTLE WA 98118 911973348 501(C)(3) 742002 0 FINANCIAL SUPPORT CAROLINE KLINE GALLAND HOME 7500 SEWARD PARK AVE S SEATTLE WA 98118 910950710 501(C)(3) 2475000 0 FINANCIAL SUPPORT POLACK ADULT DAY CENTER 7500 SEWARD PARK AVE S SEATTLE WA 98118 911154902 501(C)(3) 24000 0 FINANCIAL SUPPORT 3 PART I, LINE 2: GRANTS MADE BY THE ORGANIZATION ARE EITHER TO RELATED ORGANIZATIONS OR TO EMPLOYEES OF RELATED ORGANIZATIONS FOLLOWING GRANT-MAKING LINE 2 PROCEDURES FOR GRANTS TO INDIVIDUALS. AS SUCH, THE GRANTS ARE MONITORED ON A CONTINUAL BASIS. 0 0 0 0 0 0 0 0 0 JEFF COHEN CHIEF EXECUTIVE OFFICER 0 743128 0 43552 0 8662 0 39000 0 24010 0 858352 0 0 NATHAN NUSBAUM CHIEF DEVELOPMENT OFFICER 0 322238 0 8941 0 0 0 9759 0 31702 0 372640 0 0 TRACEY GROSCOST CHIEF FINANCIAL OFFICER 0 324810 0 2629 0 0 0 9744 0 331 0 337514 0 0 ERIN SHERIDAN CHIEF COMPLIANCE OFFICER AND GENERAL 0 181166 0 1472 0 0 0 3015 0 7152 0 192805 0 0 EMILY CLOTFELTER DIRECTOR OF COMMUNICATIONS 0 137845 0 1220 0 0 0 4296 0 9069 0 152430 0 0 FORM 990, PART VII, SECTION A, LINE 4: THE COMPENSATION AMOUNTS REPORTED IN PART VII WERE PAID BY KLINE GALLAND PAYROLL COMPANY LLC, WHICH SERVES AS THE MASTER PAYROLL COMPANY FOR THIS ENTITY AND THOSE RELATED ENTITIES LISTED IN SCHEDULE R, PART II. JEFFREY COHEN CEO LIFE INSURANCE PREMIUMS X 150000 750000 0 1 1 750000 MICHAEL COHEN FAMILY 99906 PUBLIC RELATIONS 0 JAY RIFFKIN OWNER 40479 LEGAL SERVICES 0 SCHEDULE L, PART IV: THE ORGANIZATION CONTRACTS WITH COLEHOUR AND COHEN FOR PUBLIC RELATIONS SERVICES. THE SON OF MICHAEL COHEN, A BOARD MEMBER, IS AN OWNER OF COLEHOUR AND COHEN. AS SUCH, THE TRANSACTIONS HAVE BEEN DISCLOSED IN ACCORDANCE WITH IRS INSTRUCTIONS.THE ORGANIZATION CONTRACTS WITH DORSEY WHITNEY FOR LEGAL SERVICES. THE TREASURER, JAY RIFFKIN, IS AN OWNER OF DORSEY WHITNEY. AS SUCH, THE TRANSACTIONS HAVE BEEN DISCLOSED IN ACCORDANCE WITH IRS INSTRUCTIONS. FORM 990, PART VI, SECTION A, LINE 4 FILED ARTICLES OF AMENDMENT AND RESTATED ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FIRST BY THE CFO, AND THEN THE CEO AND ALL MEMBERS OF THE BOARD RECEIVE A DRAFT PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C DESIGNATED COMPLIANCE OFFICER REPORTS TO THE BOARD AND CEO THAT OVERSEES COMPLIANCE AND ADHERENCE TO APPLICABLE LAWS, RULES, AND REGULATIONS. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD DETERMINES THE CEO'S COMPENSATION BY CONSULTING A NATIONAL SALARY SURVEY. COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE DETERMINED VIA LOCAL SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. CAROLINE KLINE GALLAND HOME 7500 SEWARD PARK AVE S SEATTLE WA 98118 910950710 NURSING CARE WA 501(C)(3) LINE 10 KGC 1 THE SUMMIT AT FIRST HILL 7500 SEWARD PARK AVE S SEATTLE WA 98118 911973348 INDEPENDENT AND ASSISTED LIVING WA 501(C)(3) LINE 10 KGC 1 POLACK ADULT DAY CENTER 7500 SEWARD PARK AVE S SEATTLE WA 98118 911154092 ADULT DAY CARE WA 501(C)(3) LINE 10 KGC 1 POLACK FAMILY SUPPORTING FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 911289467 SUPPORT WA 501(C)(3) LINE 12A, I KGC 1 CAROLINE KLINE GALLAND TESTAMENTARY TRUST 7500 SEWARD PARK AVE S SEATTLE WA 98118 910567729 SUPPORT WA 501(C)(3) LINE 12A, I KGC 1 KLINE GALLAND CENTER FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 911973347 SUPPORT WA 501(C)(3) LINE 12A, I KGC 1 KLINE GALLAND PAYROLL COMPANY LLC 7500 SEWARD PARK AVE S SEATTLE WA 98118 912087012 COMMON PAYMASTER WA KGC C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 THE SUMMIT AT FIRST HILL B 742002 CASH CAROLINE KLINE GALLAND HOME B 2475000 CASH POLACK ADULT DAY CENTER B 24000 CASH