THE LUTHERAN RETIREMENT HOME OF GREATER SEATTLE

EIN: 910743702 501(c)(3) Housing & Shelter

SEATTLE, WA

Total Revenue
$23,868,004
Total Expenses
$25,150,630
Total Assets
$75,129,230
Net Assets
$630,748
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
WA
Principal Officer
REGGIE MULLIS
Phone
2065259666
Tax Period
2023-01-01 to 2023-12-31

THE LUTHERAN RETIREMENT HOME OF GREATER SEATTLE, founded in 1961, is a mid-sized nonprofit in the Housing & Shelter sector that reported $23.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE HEARTHSTONE, A LIFE PLAN COMMUNITY, A SEATTLE LANDMARK SINCE 1966, IS WELL REGARDED FOR COMFORT, HEALTH AND SENIOR WELLNESS. OUR GOAL IS TO PROVIDE A FULL RANGE OF OPTIONS WITH 162 INDEPENDENT LIVING APARTMENTS, 36 ASSISTED LIVING APARTMENTS, 12 MEMORY CARE APARTMENTS, AND CAN ACCOMODATE 40 RESIDENTS IN OUR HEALTH CARE CENTER WITH 24-HOUR NURSING CARE. THE HEARTHSTONE ALSO PROVIDES DAILY ACTIVITIES, THREE MEALS A DAY, REHABILITATION SERVICES FOR WELLNESS TO RECOVERY, AND HOSPICE SERVICES. THE CHAPEL IS OPEN FOR WEEKLY VESPER SERVICES, MUSIC RECITALS BY LOCAL STUDENTS, AND BOARD MEETINGS FOR OTHER NOT-FOR-PROFIT BUSINESSES. THROUGH DONATIONS, THE HEARTHSTONE PROVIDES FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR ASSETS WHILE LIVING INDEPENDENTLY OR IN ASSISTED LIVING. THE HEARTHSTONE'S HEALTH CARE CENTER IS ALSO AVAILABLE FOR NON-HEARTHSTONE RESIDENTS AGE 62 AND OVER NEEDING SHORT-TERM REHABILITATION SERVICES.

Program Service Accomplishments

Program 1
Expenses: $20,774,807 Revenue: $18,900,966

THE HEARTHSTONE OWNS AND OPERATES A LIFE PLAN COMMUNITY ("LAKESIDE") LOCATED IN SEATTLE, WASHINGTON, THAT INCLUDES 112 INDEPENDENT LIVING APARTMENTS, A SECOND FACILITY ("COVE WEST") THAT INCLUDES 28...

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THE HEARTHSTONE OWNS AND OPERATES A LIFE PLAN COMMUNITY ("LAKESIDE") LOCATED IN SEATTLE, WASHINGTON, THAT INCLUDES 112 INDEPENDENT LIVING APARTMENTS, A SECOND FACILITY ("COVE WEST") THAT INCLUDES 28 INDEPENDENT LIVING APARTMENTS, AND A THIRD FACILITY ("COVE EAST") WITH 22 INDEPENDENT LIVING APARTMENTS. LAKESIDE ALSO INCLUDES A 40-BED NURSING CARE FACILITY, A 36-UNIT ASSISTED LIVING AREA, AND 12 MEMORY CARE APARTMENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,036,263
Program Service Revenue $18,648,801
Investment Income $1,922,325
Other Revenue $260,615
TOTAL REVENUE $23,868,004

Expense Breakdown

Grants Paid $285,364
Salaries & Benefits $12,570,707
Fundraising Expenses $133,338
Program Expenses $20,774,807
Other Expenses $12,294,559
TOTAL EXPENSES $25,150,630

Year-over-Year Comparison

2023 2022 Change
Revenue $23,868,004 $20,485,068 +0.2%
Expenses $25,150,630 $23,487,844 +0.1%
Net Income $-1,282,626 $-3,002,776 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
254
Volunteers
11

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
7
$802,606
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEE COHRS CHAIR THEN SECRETARY 1.00
Officer Director
$0 $0 $0
CAITLIN GRANT CPA VICE CHAIR THEN CHAIR (THROUGH OCT 2023) 1.00
Officer Director
$0 $0 $0
HARRY EDMON SECRETARY THEN VICE CHAIR 1.00
Officer Director
$0 $0 $0
DOUG CUSTER CFP CAP TRUSTEE THEN INTERIM CHAIR 1.00
Officer Director
$0 $0 $0
KARRIN DANIELS TRUSTEE 1.00
Director
$0 $0 $0
TERI HIGBY CPA TRUSTEE 1.00
Director
$0 $0 $0
DR ANN MELVIN TRUSTEE 1.00
Director
$0 $0 $0
MIKE OLDEN TRUSTEE 1.00
Director
$0 $0 $0
KARI RALLO TRUSTEE 1.00
Director
$0 $0 $0
CAROL REDFIELD TRUSTEE 1.00
Director
$0 $0 $0
REV ELISE SCOTT TRUSTEE 1.00
Director
$0 $0 $0
REGGIE MULLIS CHIEF EXECUTIVE OFFICER 40.00
Officer
$268,017 $82,748 $350,765
ROSIE VELASCO CHIEF HEALTH CARE OFFICER 40.00
Officer
$212,210 $44,318 $256,528
JACK MCKITTRICK CHIEF FINANCIAL OFFICER 40.00
Officer
$146,501 $48,812 $195,313
JEREMIAS RAMIREZ REGISTERED NURSE 40.00
Highest
$175,006 $45,416 $220,422
EMILIANA CUPAT DIRECTOR OF NURSING 40.00
Highest
$122,583 $54,625 $177,208
ANTHONY BAE LICENSED PRACTICAL NURSE 40.00
Highest
$115,287 $28,790 $144,077
NIDA MOUSER MDS COORDINATOR 40.00
Highest
$114,515 $19,572 $134,087
JILL BOLTMANN DIRECTOR OF SALES 40.00
Highest
$117,989 $38,325 $156,314
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 No data No data No data No data
2023 $23,868,004 $25,150,630 $75,129,230 $-1,282,626
2023 $20,873,764 $25,150,630 $72,134,990 $-4,276,866
2022 $20,485,068 $23,487,844 $75,646,397 $-3,002,776
2021 $21,992,663 $22,668,077 $84,207,346 $-675,414
2020 $21,769,384 $21,997,000 $86,008,190 $-227,616
2019 $18,860,416 $20,583,080 $89,533,959 $-1,722,664
2018 $18,839,118 $18,811,152 $88,494,166 $27,966
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