Civic Intelligence

Emerald Communities C O Aland Chambard

990 • Fiscal year 2016 • EIN 20-4381745

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileWWW.EMERALDCOMMUNITIES.COM
10901 176th Circle NERedmond, WA 98052

(425) 556-8100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.07x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

2.18x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

65th percentile

5.8%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

986%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$11,469,251

Up $630,513 (+5.8%) from 2015

Net Assets

Up

-$819,138

Up $2,453,537 (+75%) from 2015

Liabilities

Down

$12,288,389

Down $1,823,024 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin91st percentile

Revenue

Up

$5,637,697

Up $5,118,632 (+986%) from 2015

Expenses

Up

$3,139,888

Up $1,828,351 (+139%) from 2015

Net Income

Up

$2,497,809

Up $3,290,281 (+415%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2015: $10,838,738Liabilities 2015: $14,111,413Net Assets 2015: -$3,272,6752015Assets 2016: $11,469,251Liabilities 2016: $12,288,389Net Assets 2016: -$819,1382016Assets 2017: $11,657,593Liabilities 2017: $13,036,211Net Assets 2017: -$1,378,6182017Assets 2018: $12,292,086Liabilities 2018: $13,811,210Net Assets 2018: -$1,519,1242018Assets 2019: $13,180,353Liabilities 2019: $14,628,872Net Assets 2019: -$1,448,5192019Assets 2020: $14,202,444Liabilities 2020: $15,623,254Net Assets 2020: -$1,420,8102020Assets 2021: $24,867,730Liabilities 2021: $16,307,494Net Assets 2021: $8,560,2362021Assets 2022: $24,362,216Liabilities 2022: $16,482,652Net Assets 2022: $7,879,5642022Assets 2023: $23,858,402Liabilities 2023: $14,258,253Net Assets 2023: $9,600,1492023Assets 2024: $25,474,746Liabilities 2024: $14,718,657Net Assets 2024: $10,756,0892024

Highlighted filing

2016

Assets$11,469,251
Liabilities$12,288,389
Net Assets-$819,138
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $519,065Expenses 2015: $1,311,537Net Income 2015: -$792,4722015Revenue 2016: $5,637,697Expenses 2016: $3,139,888Net Income 2016: $2,497,8092016Revenue 2017: $2,469,072Expenses 2017: $2,979,429Net Income 2017: -$510,3572017Revenue 2018: $2,949,479Expenses 2018: $3,061,181Net Income 2018: -$111,7022018Revenue 2019: $3,560,433Expenses 2019: $3,574,652Net Income 2019: -$14,2192019Revenue 2020: $3,780,517Expenses 2020: $3,875,228Net Income 2020: -$94,7112020Revenue 2021: $14,547,354Expenses 2021: $4,409,472Net Income 2021: $10,137,8822021Revenue 2022: $4,223,244Expenses 2022: $4,563,227Net Income 2022: -$339,9832022Revenue 2023: $6,121,281Expenses 2023: $4,729,559Net Income 2023: $1,391,7222023Revenue 2024: $6,126,456Expenses 2024: $5,059,054Net Income 2024: $1,067,4022024

Highlighted filing

2016

Revenue$5,637,697
Expenses$3,139,888
Net Income$2,497,809
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$5,637,697
Mission and Program Overview

Mission

Emerald communities is a faith-based, not-for-profit organization that provides leadership and management services for its affiliate organizations to create and enhance lifestyle opportunities for seniors. It is categorized as a type iii functionally integrated supporting organization under irc section 509(a)(3) that supports eastside retirement association (dba: emerald heights) and heron's key.

Provide leadership for affiliate organizations providing senior services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,508,298$5,658,298▲ $150,000
Investments Other Securities$5,090,217$4,973,226▼ $116,991
Cash and Non-Interest-Bearing Accounts$189,684$412,729▲ $223,045
Savings and Temporary Cash Investments$50,539$267,852▲ $217,313
Accounts Receivable$0$153,060▲ $153,060
Land, Buildings, and Equipment, Net$0$4,086▲ $4,086
Total Assets$10,838,738$11,469,251▲ $630,513
Liabilities
Other Liabilities$13,909,539$11,694,473▼ $2,215,066
Accounts Payable and Accrued Expenses$201,874$593,916▲ $392,042
Total Liabilities$14,111,413$12,288,389▼ $1,823,024
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$1,016-
Unrestricted Net Assets$-3,272,675$-820,154▲ $2,452,521
Total Net Assets Fund Balance$-3,272,675$-819,138▲ $2,453,537
Total Liabilities and Net Assets / Fund Balance$10,838,738$11,469,251▲ $630,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,086$250$4,336
Other Securities$4,796,292--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa HardyPresident/CEOPT$269,387$140,507$409,894
Allan ChambardVP Finance/CFOPT$193,752$70,739$264,491
Kay WallinVP MarketingPT$154,285$45,176$199,461
Jim AntonucciEXECUTIVE DIRECTOR HERON'S KEY-$129,680$34,361$164,041
Chad ThorntonChief Information OfficerPT$130,867$16,836$147,703
Dianne BrundageVP Human ResourcesPT$127,834$8,809$136,643
Michelle WoodControllerPT$122,607$10,741$133,348
Grant LinacreExecutive Director Emerald Heights-$126,174$5,488$131,662

Board Members and Trustees

NameTitle
Gary KingChair
Danna VanhornDirector
Lee KilcupDirector
Tom EvertDirector
Daphne SchneiderSecretary
Robert CristTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,254,509
Program Service Revenue
$2,278,387
Investment Income
$104,801
Other Revenue
$0
All Other Contributions
$1,016
Change in Net Assets
$2,497,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,636,521
Revenue Not Reported on Financial Statements
$1,176
Revenue Not Reported on Form 990
$-44,272
Other Revenue Adjustments
$1,176
Total Revenue per Audited Statements
$5,592,249
Total Revenue per Form 990
$5,637,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,536,301
Other Expenses$603,587
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,063,895--$1,063,895
Current Officers, Directors, Trustees, and Key Employees$873,847--$873,847
Other Employee Benefits$477,354$2,256-$479,610
Interest-$254,642-$254,642
Payroll Taxes$103,694--$103,694
Fees for Services Other$65,788$4,415-$70,203
Travel-$56,612-$56,612
Fees for Services Accounting-$52,078-$52,078
Fees for Services Legal$38,009--$38,009
Conferences and Meetings-$20,283-$20,283
Office Expenses$6,851$10,246-$17,097
Pension Plan Contributions$15,255--$15,255
Insurance-$5,360-$5,360
Other Expenses-$2,536-$2,536
Occupancy-$1,633-$1,633
Information Technology$1,082--$1,082
Advertising-$1,021-$1,021
Total Functional Expenses$2,645,775$494,113$0$3,139,888

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,139,888
Total Expenses per Form 990$3,139,888
Total Expenses per Audited Statements$3,139,728
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-160
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$10,743,832
Interest Payable$773,707
Deferred Compensation Payable$176,934
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The cfo reviews the form 990 with the ceo of the organization. It is then provided to the board of directors for review and comments before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization requires all directors and officers to complete a conflict of interest questionnaire each year and submit it to the board of directors. The board of directors reviews the questionnaires and determines if there are any conflict issues that need to be addressed. If it is determined that a conflict of interest exists or may appear to exist, the board takes the appropriate action to resolve the conflict. The board of directors will then vote on such actions as needed. The board annually reviews and determines if changes need to be made to the conflict of interest policy and questionnaire.”

Form 990, Part VI, Section B, Line 15A

“The board of directors of emerald communities is responsible for the annual performance review of the president/ceo and establishing the salary for the position. These independent board members consider comparable data from surveys or studies and appropriate input from compensation professionals. The results of these deliberations and decisions are contemporaneously substantiated. Compensation reviews are conducted annually. The process for determining compensation for other officers and key employees includes overall budget compensation criteria for the organization that is approved by the board of directors. All employees of the organization receive annual performance evaluations which are conducted at the same time and they become a key factor in compensation decisions. Salary surveys and market compensation information are also considered. The performance evaluation and compensation determination includes review and approval by the ceo and director of human resources. The performance evaluations, compensation decisions, comparability data and comparisons to approved budgets are documented as part of the process. The last compensation review took place december of 2016.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and audited financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Emerald Communities
EIN
20-4381745
Phone
4255568100
Address
10901 176TH CIRCLE NE, REDMOND, WA 98052

Signing Officer

Name
Lisa Hardy
Title
President/CEO
Phone
4255568100
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Hardy
Formed
2006
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
16
Volunteers
6

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Sara Elizabeth J Hyre
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“The volunteers are uncompensated members of the board of directors.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Gain on sale of asset recorded as expense 160. Temporarily restricted contribution 1,016.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Gain on sale of asset recorded as expense -160.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR HERON'S KEY
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR EMERALD HEIGHTS
IRS990/Form990PartVIISectionAGrp/TitleTxt13CONTROLLER
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IRS990/MissionDesc0EMERALD COMMUNITIES IS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES LEADERSHIP AND MANAGEMENT SERVICES FOR ITS AFFILIATE ORGANIZATIONS TO CREATE AND ENHANCE LIFESTYLE OPPORTUNITIES FOR SENIORS. IT IS CATEGORIZED AS A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) THAT SUPPORTS EASTSIDE RETIREMENT ASSOCIATION, DOING BUSINESS AS EMERALD HEIGHTS, AND HERON'S KEY.
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd01
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMERALD COMMUNITIES DID NOT MEET THE NOTIFICATION REQUIREMENT BY THE END OF THE FIFTH MONTH OF THIS FISCAL YEAR SINCE IT DID NOT OFFICIALLY REQUEST A CHANGE IN TAX STATUS CLASSIFICATION UNTIL CALENDAR YEAR 2016. HOWEVER, IT HAS PROVIDED THE NOTIFICATION REQUIRED PRIOR TO FILING THIS RETURN. IN ADDITION, THE ANNUAL NOTIFICATION REQUIREMENTS WILL BE INCLUDED AS OBLIGATIONS OF EMERALD COMMUNITIES TO ITS SUPPORTED ORGANIZATIONS IN AN AMENDMENT TO THE AFFILIATE MANAGEMENT AGREEMENTS ENTERED INTO BY EMERALD COMMUNITIES WITH EACH OF ITS SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BYLAWS OF EACH OF ERA AND HERON'S KEY GIVE EMERALD COMMUNITIES THE POWER TO APPOINT TWO OF ITS DIRECTORS TO THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, EMERALD COMMUNITIES' CEO SERVES AS AN EX OFFICIO DIRECTOR ON THE BOARD OF EACH SUPPORTED ORGANIZATION. THIS ENSURES COMMUNICATION BETWEEN THE SUPPORTING AND EACH SUPPORTED ORGANIZATION. EMERALD COMMUNITIES' PRIMARY REVENUE SOURCE ARISES FROM PAYMENTS FROM ITS SUPPORTED ORGANIZATIONS FOR SERVICES PROVIDED UNDER THE MANAGEMENT AGREEMENTS. THE SUPPORTED ORGANIZATIONS MAY TERMINATE THE MANAGEMENT AGREEMENT UPON A FAILURE OF EMERALD COMMUNITIES TO PERFORM A MATERIAL OBLIGATION AND EACH OF THE AGREEMENTS HAVE A TERM OF A SPECIFIED NUMBER OF YEARS WITH THE ABILITY TO TERMINATE THE AGREEMENT AT THE END OF EACH TERM. THE AGREEMENT WITH ERA HAS A TERM OF 2 YEARS AND THE AGREEMENT WITH HERON'S KEY HAS A TERM OF 6.5 YEARS. THE SERVICES PROVIDED IN EACH AGREEMENT MUST BE PROVIDED IN ACCORDANCE WITH THE BUDGET APPROVED BY BOTH THE SUPPORTING AND SUPPORTED ORGANIZATION. THUS, EMERALD COMMUNITIES MUST WORK WITH EACH OF ITS SUPPORTING ORGANIZATIONS TO DEVELOP A BUDGET AGREEABLE TO BOTH PARTIES FOR THE MANAGEMENT AND OPERATIONS OF THE RETIREMENT COMMUNITY. EACH OF THE SUPPORTING ORGANIZATIONS HAS AN OPPORTUNITY TO RENEGOTIATE THE MANAGEMENT AGREEMENT WITH EMERALD COMMUNITIES AS THE TERM FOR THE AGREEMENT IS COMING TO AN END. THE INTERLOCKING BOARDS OF DIRECTORS PROVIDE ASSURANCE THAT THERE WILL BE A CONSISTENT FLOW OF INFORMATION BETWEEN THE ORGANIZATIONS. THUS, EACH OF ERA AND HERON'S KEY HAVE A SIGNIFICANT VOICE IN EMERALD COMMUNITIES' DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE BYLAWS OF EACH OF ERA AND HERON'S KEY APPOINT EMERALD COMMUNITIES AS THE SOLE VOTING MEMBER OF THE CORPORATION. AMONG THE POWERS GRANTED TO EMERALD COMMUNITIES AS THE MEMBER IS THE POWER TO APPROVE THE DIRECTORS OF THE CORPORATION, AS WELL AS THE POWER TO REMOVE DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE BYLAWS OF EACH OF ERA AND HERON'S KEY GIVE EMERALD COMMUNITIES THE POWER TO APPOINT TWO OF ITS DIRECTORS TO THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. OTHER POWERS GIVEN TO EMERALD COMMUNITIES IN EACH OF THE BYLAWS INCLUDE THE APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS AND APPROVAL OF LONG-RANGE STRATEGIC PLANNING. THE AFFILIATE MANAGEMENT AGREEMENT THAT EMERALD COMMUNITIES HAS ENTERED INTO WITH EACH OF ITS SUPPORTED ORGANIZATIONS PROVIDES FOR THE MANAGEMENT SUPPORT SERVICES THAT EMERALD COMMUNITIES WILL PROVIDE THE SUPPORTED ORGANIZATION. THESE SERVICES INCLUDE MANAGEMENT SERVICES, HUMAN RESOURCES MANAGEMENT, FINANCE AND ACCOUNTING MANAGEMENT, MARKETING AND OCCUPANCY MANAGEMENT, OPERATIONS MANAGEMENT, INCLUDING ORGANIZATIONAL LEADERSHIP AND SUPPORT, AND INFORMATION TECHNOLOGY. BY PROVIDING THESE OPERATIONS AND MANAGEMENT SERVICES, EMERALD COMMUNITIES EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ERA AND HERON'S KEY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 3A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 3B:
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,469,251
Liabilities
$12,288,389
Net assets
-$819,138
Revenue
$5,637,697
Expenses
$3,139,888
Net income
$2,497,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$14.7$10.8$6.13$5.06$1.07
2023Summary only. Only limited summary data is available for this year.$23.9$14.3$9.60$6.12$4.73$1.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$16.5$7.88$4.22$4.56$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$16.3$8.56$14.5$4.41$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$15.6$1.42$3.78$3.88$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$14.6$1.45$3.56$3.57$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$13.8$1.52$2.95$3.06$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$13.0$1.38$2.47$2.98$0.51
2016Detailed filing. Detailed filing data is available for this year.$11.5$12.3$0.82$5.64$3.14$2.50
2015Detailed filing. Detailed filing data is available for this year.$10.8$14.1$3.27$0.52$1.31$0.79
Peer Organizations

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