Civic Intelligence

Franke Tobey Jones

990 • Fiscal year 2014 • EIN 91-0575957

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

5340 N BristolTacoma, WA 98407

(253) 752-6621

Siviq Scores

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

Liabilities / Assets

55th percentile

0.34x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

1.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

58th percentile

6.0%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$187,075

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

5.0%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Up

$46,233,731

Up $654,156 (+1.4%) from 2013

Net Assets

Up

$30,745,277

Up $855,956 (+2.9%) from 2013

Liabilities

Down

$15,488,454

Down $201,800 (-1.3%) from 2013

Revenue

Up

$12,417,360

Up $594,066 (+5.0%) from 2013

Expenses

Up

$11,675,230

Up $334,931 (+3.0%) from 2013

Net Income

Up

$742,130

Up $259,135 (+54%) from 2013

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $40,498,976Liabilities 2011: $15,936,827Net Assets 2011: $24,562,1492011Assets 2012: $42,316,820Liabilities 2012: $15,562,436Net Assets 2012: $26,754,3842012Assets 2013: $45,579,575Liabilities 2013: $15,690,254Net Assets 2013: $29,889,3212013Assets 2014: $46,233,731Liabilities 2014: $15,488,454Net Assets 2014: $30,745,2772014Assets 2015: $45,161,466Liabilities 2015: $15,301,873Net Assets 2015: $29,859,5932015Assets 2016: $45,601,411Liabilities 2016: $15,302,233Net Assets 2016: $30,299,1782016Assets 2017: $32,962,243Liabilities 2017: $2,267,124Net Assets 2017: $30,695,1192017Assets 2018: $41,907,503Liabilities 2018: $12,774,886Net Assets 2018: $29,132,6172018Assets 2019: $61,979,586Liabilities 2019: $32,559,445Net Assets 2019: $29,420,1412019Assets 2020: $61,057,906Liabilities 2020: $33,848,351Net Assets 2020: $27,209,5552020Assets 2021: $60,655,321Liabilities 2021: $32,584,531Net Assets 2021: $28,070,7902021Assets 2022: $55,100,583Liabilities 2022: $30,334,129Net Assets 2022: $24,766,4542022Assets 2023: $53,247,979Liabilities 2023: $29,457,961Net Assets 2023: $23,790,0182023Assets 2024: $53,368,848Liabilities 2024: $29,043,278Net Assets 2024: $24,325,5702024

Highlighted filing

2014

Assets$46,233,731
Liabilities$15,488,454
Net Assets$30,745,277

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $10,900,9072011Expenses 2012: $11,231,1652012Revenue 2013: $11,823,294Expenses 2013: $11,340,299Net Income 2013: $482,9952013Revenue 2014: $12,417,360Expenses 2014: $11,675,230Net Income 2014: $742,1302014Revenue 2015: $12,941,651Expenses 2015: $11,953,049Net Income 2015: $988,6022015Revenue 2016: $12,269,304Expenses 2016: $12,752,904Net Income 2016: -$483,6002016Revenue 2017: $15,028,367Expenses 2017: $12,717,528Net Income 2017: $2,310,8392017Revenue 2018: $10,833,092Expenses 2018: $11,933,765Net Income 2018: -$1,100,6732018Revenue 2019: $13,604,056Expenses 2019: $13,895,797Net Income 2019: -$291,7412019Revenue 2020: $14,912,537Expenses 2020: $17,572,117Net Income 2020: -$2,659,5802020Revenue 2021: $17,938,085Expenses 2021: $17,347,801Net Income 2021: $590,2842021Revenue 2022: $18,172,312Expenses 2022: $20,177,121Net Income 2022: -$2,004,8092022Revenue 2023: $19,385,335Expenses 2023: $20,793,632Net Income 2023: -$1,408,2972023Revenue 2024: $21,613,889Expenses 2024: $22,130,143Net Income 2024: -$516,2542024

Highlighted filing

2014

Revenue$12,417,360
Expenses$11,675,230
Net Income$742,130
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$19,316,729
Mission and Program Overview

Mission

The mission of franke tobey jones is to enrich and extend the quality of life for seniors in our community. As a non-profit organization we provide senior residential services, a supportive continuum of care, and innovative community outreach.

The mission of franke tobey jones is to enrich and extend the quality of life for seniors in our community. As a non-profit organization we provide senior residential services, a supportive continuum of care, and innovative community outreach. (see listing of ftj's core values on schedule o, pages 3 and 4)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,473,855$23,985,287▲ $1,511,432
Land, Buildings, and Equipment, Net$16,097,397$15,355,789▼ $741,608
Investments Other Securities$2,839,857$2,903,158▲ $63,301
Savings and Temporary Cash Investments$1,158,438$763,405▼ $395,033
Cash and Non-Interest-Bearing Accounts$565,780$714,753▲ $148,973
Prepaid Expenses and Deferred Charges$670,118$639,992▼ $30,126
Accounts Receivable$171,290$288,752▲ $117,462
Total Assets$45,579,575$46,233,731▲ $654,156
Other Assets Total$1,602,840$1,582,595▼ $20,245
Liabilities
Tax Exempt Bond Liabilities$13,035,000$13,035,000→ $0
Other Liabilities$1,537,849$1,485,614▼ $52,235
Accounts Payable and Accrued Expenses$1,117,405$967,840▼ $149,565
Total Liabilities$15,690,254$15,488,454▼ $201,800
Net Assets / Fund Balance
Unrestricted Net Assets$27,310,841$28,040,815▲ $729,974
Permanently Rstr Net Assets$2,266,646$2,381,327▲ $114,681
Temporarily Rstr Net Assets$311,834$323,135▲ $11,301
Total Net Assets Fund Balance$29,889,321$30,745,277▲ $855,956
Total Liabilities and Net Assets / Fund Balance$45,579,575$46,233,731▲ $654,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,146,523$13,372,941$24,519,464
Equipment$2,275,847$6,235,715$8,511,562
Other Land Buildings$1,020,017$2,119,509$3,139,526
Land$913,402-$913,402
Other Securities$2,903,158--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,917,230$150,000▲ $273,859-$5,341,089
2013$4,297,553$75,000▲ $544,677-$4,917,230
2012$3,727,893$75,000▲ $494,660-$4,297,553
2011$3,535,465$75,500▲ $116,928-$3,727,893
2010$3,093,262$148,250▲ $293,953-$3,535,465
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark GustafsonPresident/CEOFT$160,523$26,552$187,075
Chris HallMarketing DirectorFT$134,023$7,639$141,662
Judith DunnVP Finance & Support ServicesFT$120,571$7,639$128,210

Board Members and Trustees

NameTitle
Beth Galliher-ponceChair
Joanna MonroeVice Chair
Bz ZenczakDirector
Dennis EibeDirector
Eileen TellefsonDirector
Jim WaltonDirector
Maureen FacciaDirector
Robert GreenDirector
Robert ModarelliDirector
Terry MillerDirector
Ernie KarlstromResident & Director
Martin NeebResident & Director
Mark PattersonSecretary
Robert PentimontiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tom NimickConstruction3724 N BALTIMORE ST, Tacoma, WA 98407$286,140
James M FinnContractor7318 N SKYVIEW LANE M-301, Tacoma, WA 98406$156,400
Revenue and Support

Revenue Composition

Contributions and Grants
$296,735
Program Service Revenue
$10,609,281
Investment Income
$1,522,976
Other Revenue
$-11,632
All Other Contributions
$233,162
Change in Net Assets
$742,130

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$100,157Stock Market Quotes
Other Non Cash Contri Table110$30,798Fair Market Value
Total Noncash Contributions112$130,955-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,248,236
Revenue Not Reported on Financial Statements
$169,124
Revenue Not Reported on Form 990
$124,660
Other Revenue Adjustments
$169,124
Total Revenue per Audited Statements
$12,372,896
Total Revenue per Form 990
$12,417,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,889,593
Other Expenses$5,599,311
Total Fundraising Expense$222,389
Grants and Similar Amounts Paid$186,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,962,721$434,033$116,764$4,513,518
Depreciation Depletion$1,470,823$167,139$33,428$1,671,390
Fees for Services Other$1,339,559$53,199$2,485$1,395,243
Occupancy$812,056$373,879$4,026$1,189,961
Other Employee Benefits$509,901$40,625$30,487$581,013
Payroll Taxes$375,489$48,668$9,016$433,173
Current Officers, Directors, Trustees, and Key Employees$81,974$227,006$6,306$315,286
Interest-$251,530-$251,530
Grants to Domestic Individuals$186,326--$186,326
Office Expenses$38,099$109,199$11,465$158,763
Advertising$87,056--$87,056
Information Technology$11,407$71,632-$83,039
Fees for Services Legal-$80,965-$80,965
Fees for Service Investment Mgmnt Fees-$79,479-$79,479
Pension Plan Contributions$25,682$15,662$5,259$46,603
Fees for Services Accounting-$36,841-$36,841
Travel$31,458$1,157-$32,615
Other Expenses$9,561$20,227$305$30,093
Total Functional Expenses$9,422,777$2,030,064$222,389$11,675,230

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,675,230
Total Expenses per Audited Statements$11,516,940
Expenses per Audited Statements$11,506,106
Expenses Not Reported on Financial Statements$169,124
Other Expense Adjustments$169,124
Expenses Not Reported on Form 990$10,834
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,632
Fundraising Gross Income$30,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Auction$93,573$30,000$32,230$-2,230
Total Events$93,573$30,000$41,632$-11,632
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$1,431,364
Waiting List Deposits$54,250

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWashington State Housing Finance Commission2003-08-27$13,035,000FACILITIES EXPANSION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$13,035,000--$634,548

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Franke tobey jones' form 990 is prepared by an independent accounting firm. The accounting firm works closely with the staff at franke tobey jones during the preparation process. A draft of the return is submitted to the organization's top management and governing body prior to the filing of the return. This gives management and the governing body an opportunity to discuss the return's contents and recommend any necessary changes before the return is finalized and filed with the irs.

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

All board members, officers and key employees are required to read and understand the conflict of interest policy and are asked to complete and sign the conflict of interest form. Review and enforcement of this policy is done on an annual basis, each time a new member has been elected to the board, or at such a time a key employee has been hired. Each is required to disclose any and all relationships or other activity or interest that might contravene the policy.

Form 990, Part VI, Section B, Line 15

The process for determining compensation for the organization's ceo involves approval by the organization's board of directors. Salary surveys are also reviewed by the human resources director for the purposes of comparability.

Form 990, Part VI, Section C, Line 19

Franke tobey jones makes its governing documents, as required by law, and financial statements, as reported in the form 990, available to the general public upon request. In addition, a condensed version of the financial statements are included in the organization's annual report. The annual audit is available upon request.

Filing and Contact Details

Filer

Filer Name
Franke Tobey Jones
EIN
91-0575957
Phone
2537526621
Address
5340 N BRISTOL, TACOMA, WA 98407

Signing Officer

Name
Judy Dunn
Title
VP Finance & Support Services
Phone
2537526621
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
- Mark Gustafson
Formed
1924
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
11
Employees
259
Volunteers
580

Preparer

Firm
Mcgladrey Llp
Address
105 8TH AVENUE SE SUITE 300, OLYMPIA, WA 98501
Preparer
Antonia Goh
Phone
3607547244
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional and purchased services: program service expenses 1,339,559. Management and general expenses 53,199. Fundraising expenses 2,485. Total expenses 1,395,243.

FORM 990, PART XII, LINE 2C:

The process has not changed since the prior year.

FRANKE TOBEY JONES - CORE VALUES:

1. We are committed to the expression of these core values in every service, program and project we undertake. 2. We understand that nothing is more personal and important than one's family, one's health, and one's ability to make a difference in our community. 3. We welcome the challenge of providing opportunities and choices to those we serve. 4. We are dedicated to compassion, dignity, wellness, companionship, security, and a philosophy of living well. 5. We consider it our responsibility to continuously evaluate our standards to seek better ways to serve, and to build a new future for our community. 6. We affirm that sustaining our mission requires visionary leadership, responsible management, well planned development and long term growth of our fiscal, physical and human resources. 7. We will listen for expressions of the needs of our community. We will seek to learn and understand approaches to care that best meet those needs. We will engage in dialogue with our community that clearly communicates our mission, capabilities and programs to respond to our community needs. We will advocate for changes in private and public policy that address the needs and improve the lives of those in our community.

Financial Statement Notes

PART X, LINE 2:

No provision for income taxes has been made in the financial statements since ftj is exempt from federal income taxes under internal revenue code, section 501(c)(3). Additionally, ftj has done an assessment of any uncertain tax positions and has determined it has no uncertain tax positions to record as a liability at december 31, 2014 and 2013. Form 990, filed by ftj, is subject to examinations by the internal revenue service up to three years from the extended due date of each return. Generally, ftj is no longer subject to income tax examinations by the u.s. Federal, state and local tax authorities for years before 2011.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 10,834.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees netted with investment income on financials 79,479. Program service revenue netted with expenses on financials 89,645.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 10,834.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees netted with investment income on financials. 79,479. Program service revenue netted with expenses on financials 89,645.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE MISSION OF FRANKE TOBEY JONES IS TO ENRICH AND EXTEND THE QUALITY OF LIFE FOR SENIORS IN OUR COMMUNITY. AS A NON-PROFIT ORGANIZATION WE PROVIDE SENIOR RESIDENTIAL SERVICES, A SUPPORTIVE CONTINUUM OF CARE, AND INNOVATIVE COMMUNITY OUTREACH. (SEE LISTING OF FTJ'S CORE VALUES ON SCHEDULE O, PAGES 3 AND 4)
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IRS990/Desc0IN EXISTENCE FOR OVER 90 YEARS, FRANKE TOBEY JONES OFFERS A FULL SPECTRUM OF QUALITY HOUSING, SERVICES AND PROGRAMS, INCLUDING SKILLED NURSING CARE. AS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), FTJ SERVES AS MANY AS 230 SENIORS AND EMPLOYS A STAFF OF APPROXIMATELY 170. SITUATED ON TWENTY ACRES OF BEAUTIFULLY LANDSCAPED GROUNDS, FTJ OFFERS A COMPLETE RANGE OF LIVING ACCOMMODATIONS FOR SENIORS WITH VARYING NEEDS SUCH AS DUPLEX OR APARTMENT LIVING TYPE UNITS FOR INDEPENDENT RETIREES; ASSISTED LIVING AND MEMORY SUPPORT FOR THOSE WHO NEED EXTRA CARE AND SERVICES IN THEIR APARTMENTS; AND RESIDENTS REQUIRING SKILLED NURSING ARE PROVIDED 24-HOUR CARE BY A STAFF OF MEDICAL PROFESSIONALS. FTJ ALSO OFFERS AN ARRAY OF COMMUNITY PROGRAMS, ARTS AND CULTURAL EVENTS, AS WELL AS NUMEROUS EDUCATIONAL AND SOCIAL ACTIVITIES.
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt147639
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt157152
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167639
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT MODARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1ERNIE KARLSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM WALTON
IRS990/Form990PartVIISectionAGrp/PersonNm4BZ ZENCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm5EILEEN TELLEFSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DENNIS EIBE
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTIN NEEB
IRS990/Form990PartVIISectionAGrp/PersonNm9MAUREEN FACCIA
IRS990/Form990PartVIISectionAGrp/PersonNm10BETH GALLIHER-PONCE
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT PENTIMONTI
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JOANNA MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm14JUDITH DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK GUSTAFSON
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRIS HALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14120571
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15179923
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16134023
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1RESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8RESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCE & SUPPORT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16MARKETING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt063573
IRS990/FundraisingDirectExpensesAmt041632
IRS990/FundraisingGrossIncomeAmt030000
IRS990/GainOrLossGrp/SecuritiesAmt0376966
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt018210
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0186326
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0186326
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07234703
IRS990/GrossReceiptsAmt019316729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt071632
IRS990/InformationTechnologyGrp/ProgramServicesAmt011407
IRS990/InformationTechnologyGrp/TotalAmt083039
IRS990/InterestGrp/ManagementAndGeneralAmt0251530
IRS990/InterestGrp/TotalAmt0251530
IRS990/InvestmentIncomeGrp/ExclusionAmt01146010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01146010
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02839857
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02903158
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022473855
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023985287
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021728165
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016097397
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015355789
IRS990/LandBldgEquipCostOrOtherBssAmt037083954
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06857737
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF FRANKE TOBEY JONES IS TO ENRICH AND EXTEND THE QUALITY OF LIFE FOR SENIORS IN OUR COMMUNITY. AS A NON-PROFIT ORGANIZATION WE PROVIDE SENIOR RESIDENTIAL SERVICES, A SUPPORTIVE CONTINUUM OF CARE, AND INNOVATIVE COMMUNITY OUTREACH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029889321
IRS990/NetAssetsOrFundBalancesEOYAmt030745277
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0376966
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0376966
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11632
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11632
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0113826
IRS990/NoncashContributionsAmt065772
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04026
IRS990/OccupancyGrp/ManagementAndGeneralAmt0373879
IRS990/OccupancyGrp/ProgramServicesAmt0812056
IRS990/OccupancyGrp/TotalAmt01189961
IRS990/OfficeExpensesGrp/FundraisingAmt011465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109199
IRS990/OfficeExpensesGrp/ProgramServicesAmt038099
IRS990/OfficeExpensesGrp/TotalAmt0158763
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01602840
IRS990/OtherAssetsTotalGrp/EOYAmt01582595
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt030487
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040625
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0509901
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0581013
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2B&O TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3EMPLOYEE EDUCATION/RECO
IRS990/OtherExpensesGrp/FundraisingAmt02848
IRS990/OtherExpensesGrp/FundraisingAmt1305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220227
IRS990/OtherExpensesGrp/ProgramServicesAmt0347274
IRS990/OtherExpensesGrp/ProgramServicesAmt180001
IRS990/OtherExpensesGrp/ProgramServicesAmt253390
IRS990/OtherExpensesGrp/ProgramServicesAmt39561
IRS990/OtherExpensesGrp/TotalAmt0347274
IRS990/OtherExpensesGrp/TotalAmt1101061
IRS990/OtherExpensesGrp/TotalAmt254001
IRS990/OtherExpensesGrp/TotalAmt330093
IRS990/OtherLiabilitiesGrp/BOYAmt01537849
IRS990/OtherLiabilitiesGrp/EOYAmt01485614
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0116764
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0434033
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03962721
IRS990/OtherSalariesAndWagesGrp/TotalAmt04513518
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09016
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048668
IRS990/PayrollTaxesGrp/ProgramServicesAmt0375489
IRS990/PayrollTaxesGrp/TotalAmt0433173
IRS990/PensionPlanContributionsGrp/FundraisingAmt05259
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015662
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025682
IRS990/PensionPlanContributionsGrp/TotalAmt046603
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02266646
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02381327
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0670118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0639992
IRS990/PrincipalOfficerNm0- MARK GUSTAFSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL FEES
IRS990/ProgramServiceRevenueGrp/Desc1ASSISTED LIVING CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER RESIDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09658364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1633804
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2214156
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3102957
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09658364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1633804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2214156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3102957
IRS990/ProgSrvcAccomActy2Grp/Desc0FRANKE TOBEY JONES IS COMMITTED TO MAINTAINING AS RESIDENTS THOSE WHO HAVE BEEN ADMITTED TO FTJ BUT WHO SUBSEQUENTLY BECOME UNABLE TO PAY. WITH THAT GOAL IN MIND, THE CHARITABLE SUBSIDY PROGRAM WAS INSTITUTED TO PROVIDE FOR THE HOUSING AND CARE OF THOSE RESIDENTS WHO BECOME UNABLE TO MEET ALL OF THEIR FINANCIAL OBLIGATIONS TO FTJ FOR THEIR RESIDENCY AND CARE. THE PROGRAM ENABLES THESE RESIDENTS THE ABILITY TO STAY IN THEIR HOMES AND CONTINUE TO ENJOY THE QUALITY OF LIFE THEY HAVE COME TO KNOW. IN THE LAST TEN YEARS ALONE, FTJ HAS PROVIDED MORE THAN $2.7 MILLION FOR SUBSIDY RECIPIENTS. THE NUMBER OF THOSE ON THE PROGRAM HAS VARIED WITH AS MANY AS FOURTEEN RESIDENTS IN A GIVEN YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0168116
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0168116
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE SENIOR WELLNESS PROGRAM ASSISTS SENIORS 55 AND OLDER IN KEEPING HEALTHY AND ACTIVE. THE PROGRAM OFFERS A HOLISTIC, PREVENTATIVE WELLNESS PROGRAM THAT IMPROVES QUALITY OF LIFE TO APPROXIMATELY 430 INDIVIDUALS, BOTH RESIDENTS AND THE COMMUNITY. THE WELLNESS CENTER AT FTJ HOUSES A FULLY EQUIPPED WORKOUT ROOM WITH CERTIFIED INSTRUCTORS AND A PERSONAL TRAINER. THE CENTER ALSO HOSTS THE ANNUAL SENIOR WELLNESS WALK & HEALTH FAIR. NOT ONLY FOR RESIDENTS, STAFF AND THE COMMUNITY, LOCAL VENDORS ARE ALSO INVITED TO PARTICIPATE, OFFERING PRODUCTS AND SERVICES TO PROMOTE THE HEALTH & WELL-BEING OF THOSE PARTICIPATING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0101151
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt040155
IRS990/ProgSrvcAccomActyOtherGrp/Desc0POINT DEFIANCE-RUSTON SENIOR CENTER HAS BEEN OPERATED BY FTJ SINCE 1998. THE MISSION OF THE CENTER IS TO DELIVER QUALITY SERVICES THAT PROMOTE GROWTH AND INDEPENDENCE AMONG THE SENIOR COMMUNITY. SERVING OVER 2,550 SENIORS, THE CENTER PROVIDES EDUCATIONAL AND WELLNESS PROGRAMS, SUCH AS SPANISH CLASSES, DANCE LESSONS, YOGA AND INFORMATIONAL SPEAKERS, ALONG WITH A MEAL SITE PROGRAM MONDAY THROUGH FRIDAY. APPROXIMATELY 8,185 MEALS WERE SERVED TO LOCAL SENIORS, MANY OF WHOM ARE ON A FIXED INCOME.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1SENIOR UNIVERSITY, THE ONLY PROGRAM OF ITS KIND IN PIERCE COUNTY, OFFERS A WIDE SPECTRUM OF EDUCATIONAL, CULTURAL, SOCIAL AND WELLNESS PROGRAMMING WITH A FOCUS ON SENIOR INTEREST TOPICS. CLASSES, HELD ON CAMPUS, ARE OFFERED IN PARTNERSHIP WITH LOCAL COLLEGES AND UNIVERSITIES, MUSEUMS AND CULTURAL ORGANIZATIONS AND LOCAL BUSINESSES, SERVING APPROXIMATELY 625 RESIDENTS AND COMMUNITY SENIORS ALIKE. MOST COURSES ARE FREE OF CHARGE AND OFFERED AS A PUBLIC SERVICE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0101314
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt141327
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt064643
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt125000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0270509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0236677
IRS990/PYInvestmentIncomeAmt01252276
IRS990/PYOtherExpensesAmt05500495
IRS990/PYOtherRevenueAmt0-18887
IRS990/PYProgramServiceRevenueAmt010319396
IRS990/PYRevenuesLessExpensesAmt0482995
IRS990/PYSalariesCompEmpBnftPaidAmt05603127
IRS990/PYTotalExpensesAmt011340299
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011823294
IRS990/QuidProQuoContributionsInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$29.0$24.3$21.6$22.1$0.52
2023Summary only. Only limited summary data is available for this year.$53.2$29.5$23.8$19.4$20.8$1.41
2022Summary only. Only limited summary data is available for this year.$55.1$30.3$24.8$18.2$20.2$2.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$32.6$28.1$17.9$17.3$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$33.8$27.2$14.9$17.6$2.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.0$32.6$29.4$13.6$13.9$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$12.8$29.1$10.8$11.9$1.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$2.27$30.7$15.0$12.7$2.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$15.3$30.3$12.3$12.8$0.48
2015Detailed filing. Detailed filing data is available for this year.$45.2$15.3$29.9$12.9$12.0$0.99
2014Detailed filing. Detailed filing data is available for this year.$46.2$15.5$30.7$12.4$11.7$0.74
2013Detailed filing. Detailed filing data is available for this year.$45.6$15.7$29.9$11.8$11.3$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$15.6$26.8$11.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$15.9$24.6$10.9