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Nonprofiteer
← ELISEO

Form 990 for tax year 2022

Filed by ELISEO.

Totals

Total revenue
$23,879,381
Total expenses
$29,047,446
Contributions and grants received
$584,156
Grants paid
$0
Program service revenue
$23,760,830
Investment income
-$639,701
Other revenue
$174,096
Total assets, end of year
$105,890,001
Total liabilities, end of year
$108,765,996
Net assets or fund balances, end of year
-$2,875,995
Program services expenses (Part IX)
$23,935,201
Management and general expenses
$5,112,245
Fundraising expenses
$0
Program service expenses (Part III)
$23,935,201

Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $350,562

  • 1e · Government grants (contributions)

    $233,594

  • 2a · Program service revenue: PATIENT REVENUE, NET

    total $16,788,445 · related or exempt $16,788,445

  • 2b · Program service revenue: INDEPENDENT LIVING

    total $2,620,062 · related or exempt $2,620,062

  • 2c · Program service revenue: ASSISTED LIVING

    total $2,512,010 · related or exempt $2,512,010

  • 2d · Program service revenue: MEMORY CARE

    total $1,127,054 · related or exempt $1,127,054

  • 2e · Program service revenue: ENTRANCE FEES EARNED

    total $713,259 · related or exempt $713,259

  • 3 · Investment income

    total $90,506 · excluded $90,506

  • 7b · Less cost or other basis and sales expenses

    securities $655,457 · other assets $74,750

  • 7c · Gain or loss

    securities -$655,457 · other assets -$74,750

  • 7d · Net gain or loss

    total -$730,207 · excluded -$730,207

  • 11a · Other revenue: OTHER REVENUE

    total $174,096 · excluded $174,096

  • 11e · Other revenue, total

    $174,096

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $783,596 · program services $571,711 · management and general $211,885

  • 7 · Other salaries and wages

    total $13,062,776 · program services $11,462,248 · management and general $1,600,528

  • 9 · Other employee benefits

    total $1,347,920 · program services $1,094,025 · management and general $253,895

  • 10 · Payroll taxes

    total $1,030,940 · program services $926,842 · management and general $104,098

  • 11b · Fees: legal

    total $41,095 · management and general $41,095

  • 11c · Fees: accounting

    total $51,961 · management and general $51,961

  • 11g · Fees: other

    total $5,323,809 · program services $4,881,499 · management and general $442,310

  • 12 · Advertising and promotion

    total $1,575,964 · program services $34,897 · management and general $1,541,067

  • 13 · Office expenses

    total $217,990 · program services $20,485 · management and general $197,505

  • 14 · Information technology

    total $1,711 · management and general $1,711

  • 16 · Occupancy

    total $1,715,757 · program services $1,715,757

  • 17 · Travel

    total $77,892 · program services $55,949 · management and general $21,943

  • 19 · Conferences, conventions and meetings

    total $156,506 · program services $113,600 · management and general $42,906

  • 20 · Interest

    total $37,982 · program services $17,245 · management and general $20,737

  • 22 · Depreciation, depletion and amortization

    total $1,529,576 · program services $1,529,576

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,130,902 · program services $940,041 · management and general $190,861

  • 24b · Other expenses: BAD DEBTS

    total $414,280 · management and general $414,280

  • 24c · Other expenses: MENTOR/RECRUITING

    total $378,579 · program services $377,656 · management and general $923

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $92,364 · program services $19,406 · management and general $72,958

  • 24e · All other expenses

    total $75,846 · program services $174,264 · management and general -$98,418

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,632,174 · end of year $3,048,944

  • 3 · Pledges and grants receivable

    beginning of year $4,126 · end of year $113,901

  • 4 · Accounts receivable

    beginning of year $1,678,919 · end of year $1,496,378

  • 8 · Inventories for sale or use

    beginning of year $40,543 · end of year $45,196

  • 9 · Prepaid expenses and deferred charges

    beginning of year $413,391 · end of year $378,734

  • 10a · Land, buildings and equipment: cost or other basis

    $95,392,549

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,298,069

  • 10c · Land, buildings and equipment, net

    beginning of year $24,721,172 · end of year $64,094,480

  • 11 · Investments: publicly traded securities

    beginning of year $3,273,732 · end of year $1,559,418

  • 15 · Other assets

    beginning of year $72,674,361 · end of year $35,152,950

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,586,640 · end of year $8,372,028

  • 19 · Deferred revenue

    beginning of year $4,458,458 · end of year $5,695,163

  • 20 · Tax-exempt bond liabilities

    beginning of year $84,898,971 · end of year $84,875,173

  • 21 · Escrow or custodial account liability

    beginning of year $200,755 · end of year $144,920

  • 23 · Secured mortgages and notes payable

    beginning of year $7,677,200 · end of year $7,500,000

  • 25 · Other liabilities

    beginning of year $2,243,953 · end of year $2,178,712

  • 27 · Net assets without donor restrictions

    beginning of year $3,372,441 · end of year -$2,875,995

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

ELISEO IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY.

  • 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.

    Expenses $23,935,201 · Revenue $23,760,830

As filed on the 2022 return.

Listed in Part VII

  • R Kevin McFeely

    PRESIDENT/CEO

    Total calculated
    $449,782
    From this org
    $414,994
    From related orgs
    $0
    Other
    $34,788
    Hours/week
    27.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $414,994
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,788
    Filer's total
    $449,782

  • David Hoffman

    CFO

    Total calculated
    $333,814
    From this org
    $310,188
    From related orgs
    $0
    Other
    $23,626
    Hours/week
    47.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $310,188
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,626
    Filer's total
    $333,814

  • Vivian Spitza

    NURSE

    Total calculated
    $139,085
    From this org
    $130,238
    From related orgs
    $0
    Other
    $8,847
    Hours/week
    50

  • Susan Muthee

    NURSE

    Total calculated
    $136,881
    From this org
    $127,059
    From related orgs
    $0
    Other
    $9,822
    Hours/week
    50

  • Lydia Asare

    NURSE

    Total calculated
    $129,003
    From this org
    $121,673
    From related orgs
    $0
    Other
    $7,330
    Hours/week
    50

  • Sheri Pfost

    NURSE

    Total calculated
    $127,701
    From this org
    $120,552
    From related orgs
    $0
    Other
    $7,149
    Hours/week
    50

  • Brita Carpenter

    NURSE

    Total calculated
    $117,649
    From this org
    $110,781
    From related orgs
    $0
    Other
    $6,868
    Hours/week
    50

  • Ron Kempe

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Daniel Hoffman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jan Leng

    SECRETARY (THROUGH MARCH 2022)

    Total calculated
    $0
    Hours/week
    2

  • Lynn Riegel

    BOARD MEMBER & SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Scott Richie

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Joseph Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Steve Duncan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Larry Gaffney

    BOARD MEMBER (THROUGH MARCH 2022)

    Total calculated
    $0
    Hours/week
    2

  • Janis Graves

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ed Larson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jessie McKenzie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Janet Monroe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Hon Kathryn J Nelson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marc Streleski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1B
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AGE DIFFERENTLY CONSULTING AND MANAGEMENT LLC

    ENHANCE SERVICES TO THE ELDERLY · WA · income $0 · assets $0

    Directly controlled by ELISEO

  • TACOMA LUTHERAN HOME LLC

    PROPERTY HOLDING COMPANY · WA · income $0 · assets $0

    Directly controlled by ELISEO

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333199349309873

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