JOSEPHINE CARING COMMUNITY

EIN: 910570870 501(c)(3)

STANWOOD, WA

Total Revenue
$26,225,502
Total Expenses
$26,246,007
Total Assets
$41,219,133
Net Assets
$26,835,516
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Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
WA
Principal Officer
TERRY ROBERTSON
Phone
3606292126
Tax Period
2024-01-01 to 2024-12-31

JOSEPHINE CARING COMMUNITY, founded in 1925, is a mid-sized nonprofit that reported $26.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

MISSION: JOSEPHINE IS A CAREGIVING COMMUNITY FOR ALL GENERATIONS. VISION: TO BE THE COMMUNITY OF CHOICE WHERE NO ONE IS LEFT UNCARED FOR. VALUES: JOSEPHINE, ROOTED IN GOD'S LOVE, BELIEVES IN:1) EXCELLENCE OF CARE2) A PIONEERING SPIRIT & COURAGE3) RESPONSIBLE STEWARDSHIPWE BELIEVE THAT ALL PEOPLE ARE WORTHY OF EXCEPTIONAL AND COMPASSIONATE CARE IN MIND, BODY, AND SPIRIT. WE HONOR OUR PAST WHILE RESPONDING TO CHANGING NEEDS AND MOVING INTO THE FUTURE. WE STRIVE TO BE PROACTIVE STEWARDS OF ALL POSSIBLE RESOURCES, LEVERAGING THEM TO ENSURE A SUSTAINABLE FUTURE.

Program Service Accomplishments

Program 1
Expenses: $16,654,324 Revenue: $19,601,831

SARATOGA TRANSITIONAL REHAB & THE MEADOWS AT JOSEPHINE - *RECEIVED THE HIGHEST RATING FOR A NURSING HOME BY THE FEDERAL GOVERNMENT WITH A "4-5 STAR" RATING.*LISTED IN US NEWS & WORLD REPORT AS A...

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SARATOGA TRANSITIONAL REHAB & THE MEADOWS AT JOSEPHINE - *RECEIVED THE HIGHEST RATING FOR A NURSING HOME BY THE FEDERAL GOVERNMENT WITH A "4-5 STAR" RATING.*LISTED IN US NEWS & WORLD REPORT AS A "BEST NURSING HOME"*LISTED AS A "TOP 30 NON PROFIT IN SNOHOMISH COUNTY" BY THE EVERETT HERALD.*RECOGNIZED WITH SENATE RESOLUTION 8741 BY THE WASHINGTON STATE SENATE FOR PROVIDING OVER 100 YEARS OF CARE FOR THE ELDERLY AND CHILDREN. *VOTED "BEST RETIREMENT FACILITY" BY THE STANWOOD-CAMANO NEWS POLL.SKILLED NURSING:OUR "SARATOGA TRANSITIONAL REHAB" SERVICES PROVIDE NURSING AND THERAPY TREATMENT PLANS THAT RETURN OUR PATIENTS HOME SAFE AND AS QUICKLY AS POSSIBLE AFTER THEIR HOSPITAL STAY. WE OFFER INTENSIVE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY IN CONJUNCTION WITH REGISTERED NURSE MEDICAL TREATMENT UNDER PHYSICIAN SUPERVISION.LONG-TERM CARE AND MEMORY CARE RESIDENCE:"THE MEADOWS AT JOSEPHINE" PROVIDES A BROAD RANGE OF CARE SERVICES FOR THOSE WHO ARE VERY FRAIL, WHO HAVE DEMENTIA, OR FOR THOSE WHO ARE PHYSICALLY UNABLE TO CARE FOR THEMSELVES ANY LONGER. WE FOCUS ON MEANINGFUL DAYS. BINGO, FOOT MASSAGES AND QUILTING ARE A FEW OF THE ONSITE ACTIVITIES. OUTINGS TO A LOCAL BEACH OR DINING IN A PREFERRED RESTAURANT ARE REGULARLY SCHEDULED. MEALS ARE THOUGHTFULLY PREPARED AND SERVED WITH A "HOME COOKED" FLAIR. LARGE AND SMALL WORSHIP SERVICES ARE AVAILABLE THROUGHOUT THE WEEK.JOSEPHINE IS UNIQUE AMONG NURSING HOMES FOR ITS INTERGENERATIONAL EMPHASIS. CHILD CARE AND PRESCHOOL TAKE PLACE THROUGHOUT OUR 160 BED NURSING HOME. DAILY INTERACTION BRINGS ENRICHMENT TO THE LIVES OF BOTH RESIDENTS AND CHILDREN.

Program 2
Expenses: $2,717,409 Revenue: $3,504,217

THE "SUITES" VIBRANT ASSISTED LIVING -RESIDENTS OF JOSEPHINE'S 57 ASSISTED LIVING APARTMENTS RECEIVE COMPREHENSIVE INDIVIDUAL RESIDENTIAL CARE INCLUDING MEALS, HOUSEKEEPING, LAUNDRY SERVICES...

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THE "SUITES" VIBRANT ASSISTED LIVING -RESIDENTS OF JOSEPHINE'S 57 ASSISTED LIVING APARTMENTS RECEIVE COMPREHENSIVE INDIVIDUAL RESIDENTIAL CARE INCLUDING MEALS, HOUSEKEEPING, LAUNDRY SERVICES, ACTIVITIES AND OUTINGS. CERTIFIED NURSING ASSISTANTS ARE STAFFED 24 HOURS A DAY TO PROVIDE PERSONAL CARE ASSISTANCE AS NEEDED. A REGISTERED NURSE IS ALSO AVAILABLE 24 HOURS PER DAY. WE STRIVE TO CREATE AN ENVIRONMENT THAT MEETS THE UNIQUE NEEDS OF EACH INDIVIDUAL, IN A SAFE AND RESPECTFUL MANNER.

Program 3
Expenses: $1,235,291 Revenue: $1,327,298

JOSIE'S LEARNING CENTER -JOSIE'S LEARNING CENTER PROVIDES CHILD CARE, PRESCHOOL AND AFTER SCHOOL PROGRAMS FOR MORE THAN 75 INFANT TO SCHOOL AGE CHILDREN. TWENTY-SEVEN CHILDREN ARE ENROLLED IN THE...

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JOSIE'S LEARNING CENTER -JOSIE'S LEARNING CENTER PROVIDES CHILD CARE, PRESCHOOL AND AFTER SCHOOL PROGRAMS FOR MORE THAN 75 INFANT TO SCHOOL AGE CHILDREN. TWENTY-SEVEN CHILDREN ARE ENROLLED IN THE EARLY CHILDHOOD EDUCATION & ASSISTANCE PROGRAM (ECEAP) FOR UNDERPRIVILEGED CHILDREN. MONTESSORI KINDERGARTEN AND PRESCHOOL CLASSES ARE ALSO OFFERED. OUR CHILD CARE PROGRAMS ARE INTEGRATED THROUGHOUT JOSEPHINE'S FACILITY - GIVING CHILDREN AND NURSING HOME RESIDENTS DAILY OPPORTUNITIES FOR INTERGENERATIONAL ACTIVITIES AND LEARNING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $455,614
Program Service Revenue $24,997,084
Investment Income $769,831
Other Revenue $2,973
TOTAL REVENUE $26,225,502

Expense Breakdown

Grants Paid $19,242
Salaries & Benefits $18,218,642
Fundraising Expenses $1,127
Program Expenses $21,825,084
Other Expenses $8,008,123
TOTAL EXPENSES $26,246,007

Year-over-Year Comparison

2024 2023 Change
Revenue $26,225,502 $24,095,525 +0.1%
Expenses $26,246,007 $24,660,646 +0.1%
Net Income $-20,505 $-565,121 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
325
Volunteers
35

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$496,419
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM LUCAS CHAIR 2.00
Officer Director
$0 $0 $0
DAVID HAYES VICE CHAIR 2.00
Officer Director
$0 $0 $0
MICHAEL LARSEN TREASURER 2.00
Officer Director
$0 $0 $0
TOM CURTIS SECRETARY 2.00
Officer Director
$0 $0 $0
JANET BARNES BOARD MEMBER 2.00
Director
$0 $0 $0
BARBARA CHRISTOFERSON BOARD MEMBER 2.00
Director
$0 $0 $0
ERNEST FOSSE BOARD MEMBER 2.00
Director
$0 $0 $0
JULIE JOHNSON BOARD MEMBER 2.00
Director
$0 $0 $0
BRETT KINNEY BOARD MEMBER 2.00
Director
$0 $0 $0
KRISTI LAMBING BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL SHOUP BOARD MEMBER 2.00
Director
$0 $0 $0
MICHAEL HUGHES BOARD MEMBER (THRU 03/24) 2.00
Director
$0 $0 $0
JIM KARSTETTER BOARD MEMBER (THRU 04/24) 2.00
Director
$0 $0 $0
TERRY ROBERTSON CHIEF EXECUTIVE OFFICER 50.00
Officer
$472,054 $24,365 $496,419
EDNA AMES REGISTERED NURSE 40.00
Highest
$330,763 $14,259 $345,022
ALISHA HANSON REGISTERED NURSE 40.00
Highest
$217,779 $27,041 $244,820
SHANNON ELLERTON CONTROLLER 40.00
Highest
$186,546 $29,890 $216,436
ELINA COOPER REGISTERED NURSE 40.00
Highest
$185,267 $0 $185,267
KIMBERLY COREY REGISTERED NURSE 40.00
Highest
$152,033 $18,745 $170,778
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $26,225,502 $26,246,007 $41,219,133 $-20,505
2023 $24,095,525 $24,660,646 $34,640,562 $-565,121
2022 $22,312,911 $22,854,469 $30,161,094 $-541,558
2021 $28,609,215 $20,847,881 $33,167,845 $7,761,334
2020 $22,038,795 $20,195,279 $28,484,027 $1,843,516
2019 $21,369,390 $19,628,050 $23,469,359 $1,741,340
2018 $19,813,189 $19,471,542 $20,645,601 $341,647
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