2025-10-13T14:29:36-05:00 2024-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2024-01-01 910963214 ELISEO ELIS 2537527112 1301 N HIGHLANDS PKWY TACOMA WA 98406 R KEVIN MCFEELY PRESIDENT/CEO 2537527112 2025-10-08 1 1 CRAIG P CATLIN P00741890 2535667070 2024 2025-03-06 01:10:19Z R KEVIN MCFEELY 1301 N HIGHLANDS PKWY TACOMA WA 98406 45552131 0 X WWW.ELISEO.ORG X 1938 WA ELISEO IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY. 10 10 355 35 0 0 967146 356226 28119603 34330301 64353 10613828 385362 206061 29536464 45506416 0 0 0 0 19653520 20153677 0 0 0 16050157 17029905 35703677 37183582 -6167213 8322834 105607850 103472985 114408170 105391708 -8800320 -1918723 ELISEO IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY COMMITTED TO ENRICHING LIVES IN A VIBRANT AND CHRIST-CENTERED ENVIRONMENT PROVIDING EXCEPTIONAL SENIOR HOUSING AND SERVICES. 0 0 34636202 34330301 ELISEO IS ONE OF THE LARGEST LIFE PLAN COMMUNITIES IN PIERCE COUNTY, PROVIDING HEALTH CARE SERVICES AND A VARIETY OF RESIDENTIAL ACCOMODATIONS FOR OVER 350 SENIORS DAILY. FOR OVER 80 YEARS, ELISEO HAS GROWN AND CHANGED WITH THE CHANGING NEEDS OF 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. 34636202 1 1 0 1 0 0 0 1 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 40 0 1 355 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 WA X DAVID HOFFMAN 2537527112 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 HON KATHRYN NELSON CHAIR 4.00 0.00 X X 0 0 0 JESSIE MCKENZIE VICE CHAIR 4.00 0.00 X X 0 0 0 LYNN RIEGEL SECRETARY 4.00 0.00 X X 0 0 0 JANIS GRAVES TREASURER 4.00 0.00 X X 0 0 0 JOSEPH ANDERSON BOARD MEMBER 4.00 0.00 X 0 0 0 STEPHEN DUNCAN BOARD MEMBER 4.00 0.00 X 0 0 0 DANIEL HOFFMAN BOARD MEMBER 4.00 0.00 X 0 0 0 PRESTON WOODALL BOARD MEMBER 4.00 0.00 X 0 0 0 RON KEMPE IMMEDIATE PAST PRESIDENT 4.00 0.00 X 0 0 0 STEPHANIE SCHRAMM BOARD MEMBER 4.00 4.00 X 0 0 0 R KEVIN MCFEELY PRESIDENT/CEO 27.50 22.50 X 0 520729 45342 DAVID HOFFMAN VICE PRESIDENT OF FINANCE 27.50 22.50 X 0 371240 30866 BRIAN MACDUFF ADMINISTRATOR 50.00 0.00 X 184419 0 16724 VIVIAN SPITZA NURSE 50.00 0.00 X 132569 0 7795 TAMARA BISSON NURSE 50.00 0.00 X 133494 0 10675 TIFFINIE ISREAL NURSE 50.00 0.00 X 148879 0 96 LEO DIZON NURSE 50.00 0.00 X 141239 0 10789 SUSAN MUTHEE NURSE 50.00 0.00 X 127788 0 8909 868388 891969 131196 30 0 1 0 COSONUS REHAB PO BOX 4800 PORTLAND OR 972084800 THERAPY SERVICES 1161680 NURSA INC PO BOX 122310 DALLAS TX 753122316 STAFFING 793335 COSONUS PHARMACY SVC WA LLC PO BOX 84157 SEATTLE WA 981245457 PHARMACY 608894 NORTHWEST CRAFTSMAN RESOURCES LLC 14121 9TH AVE CT E TACOMA WA 984452755 CAPITAL REFURBISHMENT 561108 CORNERSTONE STAFFING AGENCY LLC 4115 BRIDGEPORT WAY W STE A UNIVERSITY PLACE WA 984664331 STAFFING 533666 7 356226 356226 PATIENT REVENUE 623000 21621360 21621360 INDEPENDENT LIVING 623000 5705166 5705166 ASSISTED LIVING 623000 3032564 3032564 ENTRANCE FEE EARNED 623000 2757987 2757987 MEMORY CARE 623000 1213224 1213224 34330301 285857 285857 59373 10314313 45715 0 13658 10314313 10327971 10327971 OTHER REVENUE 623000 206061 206061 206061 45506416 34330301 0 10819889 X 201143 186058 15085 16629746 15382515 1247231 301708 279080 22628 1460236 1350718 109518 1560844 1443781 117063 57367 57367 13415 13415 103533 103533 73381 73381 477729 406070 71659 59057 5551 53506 187275 187275 1650389 1650389 13430 9643 3787 42953 31184 11769 2543371 2543371 4135872 4135872 583557 490908 92649 PURCHASED SERVICES 5191923 5179431 12492 SUPPLIES 799572 780768 18804 OTHER OVERHEAD EXPENSES 690292 506683 183609 BAD DEBT 339884 339884 66905 66905 37183582 34636202 2547380 0 3199738 12458156 30357 2560273 3184781 48641 211893 291433 117766840 38123496 81941609 79643344 1348009 1503543 16267330 6391728 105607850 103472985 3874580 3129295 16174070 24185339 84543400 63487265 116416 244881 9699704 14344928 114408170 105391708 X -8800320 -1918723 -8800320 -1918723 105607850 103472985 X 8322834 15568 -1456805 X X 0 1 X 1 0 X 336140 5644245 584156 967146 356226 7887913 22669881 20180042 23760830 28119603 34330301 129060657 23006021 25824287 24344986 29086749 34686527 136948570 0 0 0 136948570 87636 81390 90506 72564 285857 617953 87636 81390 90506 72564 285857 617953 531760 426966 174096 385362 206061 1724245 23625417 26332643 24609588 29544675 35178445 139290768 0.98320 0.97990 0.00440 0.00330 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1128 1128 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE ORGANIZATION PAYS MEMBERSHIP DUES TO LEADINGAGE WASHINGTON, WHICH LOBBIES ON BEHALF OF ALL OF ITS MEMBERS. 0 20000 0 0 X 0 0 1 X 1085133 1085133 106038746 30625238 75413508 1783642 1138408 645234 8716415 6359850 2356565 142904 142904 79643344 RESIDENT TRUST FUNDS 6776 OTHER ASSETS 113182 ASSET LIMITED AS TO USE- BOND FUND 6226306 ENTRANCE FEE DEPOSITS 45464 6391728 ANNUITIES PAYABLE 75940 REFUNDABLE ENTRANCE FEE DEPOSIT 14268988 14344928 X PART III, LINE 4: THE ORGANIZATION HOLDS SEVERAL WORKS OF ART THAT ARE ON DISPLAY IN VARIOUS LOCATIONS WITHIN OUR FACILITIES FOR THE ENJOYMENT OF OUR RESIDENTS AND VISITORS. PART IV, LINE 2B: PROSPECTIVE RESIDENTS MAKE REFUNDABLE WAIT LIST DEPOSITS. DEPOSITS ARE FULLY REFUNDABLE IF THE INDIVIDUAL WISHES TO BE REMOVED FROM THE WAIT LIST OR ARE APPLIED TO RENT WHEN THE INDIVIDUAL MOVES IN. THE ORGANIZATION HOLDS RESIDENT FUNDS IN A TRUST IN A SEPARATE INTEREST-BEARING ACCOUNT. RESIDENTS CAN ACCESS THEIR FUNDS DURING REGULAR BUSINESS HOURS EVERY DAY OF THE WEEK. FUNDS ARE HELD FOR VARIOUS RESIDENT-RUN PROGRAMS. THE RESIDENT GROUPS MAKE REQUESTS FOR FUNDS TO BE DEPOSITED OR DISBURSED AND THE ORGANIZATION ACTS AS FIDUCIARY ON THEIR BEHALF. PART X, LINE 2: ELISEO HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION AS DESCIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED ACTIVITIES. NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS (DEFICIT). X 1 1 X X X X 0 0 0 0 0 0 0 0 0 R KEVIN MCFEELY PRESIDENT/CEO 0 520729 0 0 0 0 0 0 0 45342 0 566071 0 0 DAVID HOFFMAN VICE PRESIDENT OF FINANCE 0 371240 0 0 0 0 0 0 0 30866 0 402106 0 0 BRIAN MACDUFF ADMINISTRATOR 184419 0 0 0 0 0 3879 0 12845 0 201143 0 0 0 LEO DIZON NURSE 141239 0 0 0 0 0 2994 0 7795 0 152028 0 0 0 PART I, LINE 1A ELISEO'S LEADERS RECEIVE HOLIDAY BONUSES THAT RANGE FROM $250 TO $600 AND ARE GROSSED UP FOR TAX PURPOSES. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 939783G91 2021-09-30 86874245 REFUND SERIES 2013 BONDS; FACILITY CONSTRUCTION AND RENOVATION 0 0 0 A 18075000 4214600 3702 2023 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS CONSISTS OF THE OFFICERS OF THE BOARD. IT HAS GENERAL MANAGEMENT OVER THE FACILITIES, SUBJECT TO THE INSTRUCTIONS OF THE BOARD, AND HAS THE POWER TO TRANSACT ALL REGULAR BUSINESS BETWEEN REGULAR BOARD MEETINGS SUBJECT TO ANY LIMITATIONS PLACED ON IT BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS FUTURA AGE. FORM 990, PART VI, SECTION A, LINE 7A FUTURA AGE, THE SOLE MEMBER, HAS THE RIGHT TO APPROVE OF THE NOMINATION, ELECTION AND REMOVAL OF ELISEO'S GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER, FUTURA AGE HAS THE RIGHT TO: 1. APPROVE THE NOMINATION, ELECTION AND REMOVAL OF GOVERNORS; 2. APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGETS; 3. SELECT, EMPLOY AND TERMINATE THE CEO; 4. APPROVE ANY SALE, LEASE , EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF ELISEO'S ASSETS OUTSIDE THE NORMAL COURSE OF BUSINESS, OR ANY ACQUISITION OF ELISEO, OR MERGER OR CONSOLIDATION; 5. APPROVE ANY AMENDMENT OR MODIFICATION TO THE ARTICLES OF INCORPORATION OR BYLAWS; 6. APPROVE ANY PROPOSD VOLUNTARY DISSOLUTION, LIQUIDATION OR WINDING-UP; 7. APPROVE THE DECLARATION BY ELISEO OF ANY EVENT OR BANKRUPTCY, INSOLVENCY OR OTHER APPLICATION FOR JUDICIAL RELIEF FROM CREDITORS; 8. APPROVE ANY ACTION THAT MAY JEOPARDIZE ELISEO'S TAX-EXEMPT STATUS; AND 9. APPROVE THE CREATION OF AND ORGANIZATING DOCUMENTS (AND AMENDMENTS THERETO) FOR ANY SUBSIDIARY OR AFFILIATED ENTITY, JOINT VENTURE, AFFILIATION OR SIMILAR ARRANGEMENT. THE DELEGATES, CONSISTING OF LUTHERAN CONGREGATIONS LOCATED IN PIERCE COUNTY AND OTHER CONGREGATIONS THAT ARE INVITED BY THE BOARD AND ELECTED TO BECOME DELEGATES, HAVE THE AUTHORITY TO: 1. APPROVE OR DISAPPROVE OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS; AND 2. APPROVE OR DISAPPROVE OF ANY RESOLUTION TO DISSOLVE ELISEO. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE VP OF FINANCE AND DISTRIBUTED TO ALL BOARD MEMBERS. AFTER FILING, THE FORM 990 IS BEING REVIEWED BY THE BOARD OF GOVERNORS' FINANCE COMMITTEE, THEN REVIEWED AND APPROVED BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES MEMBERS OF THE BOARD OF GOVERNORS AND EXECUTIVE 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 AND EXCUSE THEMSELVES FROM DISCUSSIONS AND VOTING ON THOSE ISSUES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO AND TOP MANAGEMENT OFFICIALS IS DETERMINED BASED ON ANNUAL SALARY SURVEYS. THE BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION. THE CEO REVIEWS AND APPROVES THE OTHER EXECUTIVES' COMPENSATION. THE PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E LICENSE AND FEES: PROGRAM SERVICE EXPENSES 66,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,905. FORM 990, PART XI, LINE 9: FUTURA AGE EXPENSES -1,456,805. FORM 990, PART XII, LINE 2C: THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT CHANGED IN 2024 AND A NEW AUDITOR WAS SELECTED. AGE DIFFERENTLY CONSULTING AND MANAGEMENT LLC 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 464732659 SENIOR LIVING CONSULTING WA 0 0 ELISEO TACOMA LUTHERAN HOME LLC 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 910963214 HOLDING OF LAND/REAL ESTATE DONATIONS WA 0 0 ELISEO ELISEO FOUNDATION 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 943031579 FUNDRAISING WA 501(C)(3) LINE 12A 1 ELISEO 1 FUTURE AGE 1301 N HIGHLANDS PARKWAY TACOMA WA 98406 882748740 MANAGEMENT SERVICES WA 501(C)(3) LINE 12 C, III FI N/A 0 FOSS HOME & VILLAGE 13023 GREENWOOD AVENUE N SEATTLE WA 98133 910573114 NURSING HOME AND ASSISTED LIVING WA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 1 FOSS HOME AND VILLAGE S 9807146 CASH ELISEO FOUNDATION C 356226 CASH FOSS HOME AND VILLAGE L 456168 CASH