Civic Intelligence

Franke Tobey Jones

990 • Fiscal year 2016 • EIN 91-0575957

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

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

56th percentile

0.34x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

1.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

24th percentile

-3.9%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$203,519

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-5.2%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$45,601,411

Up $439,945 (+1.0%) from 2015

Net Assets

Up

$30,299,178

Up $439,585 (+1.5%) from 2015

Liabilities

Up

$15,302,233

Up $360 (+0.0%) from 2015

Revenue

Down

$12,269,304

Down $672,347 (-5.2%) from 2015

Expenses

Up

$12,752,904

Up $799,855 (+6.7%) from 2015

Net Income

Down

-$483,600

Down $1,472,202 (-149%) from 2015

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

2016

Assets$45,601,411
Liabilities$15,302,233
Net Assets$30,299,178

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

2016

Revenue$12,269,304
Expenses$12,752,904
Net Income-$483,600
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$16,121,360
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.

To enrich and extend the quality of life for seniors in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,495,749$20,823,697▼ $672,052
Land, Buildings, and Equipment, Net$14,867,745$14,179,301▼ $688,444
Investments Other Securities$5,196,826$6,191,122▲ $994,296
Savings and Temporary Cash Investments$770,894$1,877,859▲ $1,106,965
Prepaid Expenses and Deferred Charges$640,981$226,729▼ $414,252
Accounts Receivable$157,821$110,772▼ $47,049
Cash and Non-Interest-Bearing Accounts$416,760$110,195▼ $306,565
Total Assets$45,161,466$45,601,411▲ $439,945
Other Assets Total$1,614,690$2,081,736▲ $467,046
Liabilities
Tax Exempt Bond Liabilities$13,035,000$12,682,700▼ $352,300
Other Liabilities$1,304,452$1,550,954▲ $246,502
Accounts Payable and Accrued Expenses$962,421$1,068,579▲ $106,158
Total Liabilities$15,301,873$15,302,233▲ $360
Net Assets / Fund Balance
Unrestricted Net Assets$27,242,618$27,415,301▲ $172,683
Permanently Rstr Net Assets$2,286,616$2,345,530▲ $58,914
Temporarily Rstr Net Assets$330,359$538,347▲ $207,988
Total Net Assets Fund Balance$29,859,593$30,299,178▲ $439,585
Total Liabilities and Net Assets / Fund Balance$45,161,466$45,601,411▲ $439,945

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,888,566$15,022,779$24,911,345
Equipment$2,560,916$7,632,718$10,193,634
Other Land Buildings$816,417$2,571,071$3,387,488
Land$913,402-$913,402
Other Securities$2,758,679--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,345,017-▲ $296,315-$5,633,180
2015$5,341,089$50,000▼ $46,072-$5,345,017
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark GustafsonPresident/CEO & DirectorFT$168,047$35,472$203,519
Judith DunnVP FinanceFT$127,029$5,970$132,999
Kristie DowdyDirector of Human ResourcesFT$102,823$4,472$107,295

Board Members and Trustees

NameTitle
Joanna MonroeChair
Dennis EibeVice Chair
Bz ZenczakDirector
James HushagenDirector
Lynn SiedenstrangDirector
Maureen FacciaDirector
Robert ModarelliDirector
Jane TaylorDirector/secretary
Ernest KarlstromResident & Director
Martin NeebResident & Director
Robert PentimontiSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tom NimickConstruction3724 N BALTIMORE ST, Tacoma, WA 98407$378,389
James M FinnContractor7318 N SKYVIEW LANE M-301, Tacoma, WA 98406$149,610
Revenue and Support

Revenue Composition

Contributions and Grants
$379,933
Program Service Revenue
$10,679,877
Investment Income
$1,211,151
Other Revenue
$-1,657
All Other Contributions
$310,721
Change in Net Assets
$-483,600

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
Other Non Cash Contri Table11$22,560Fair Market Value
Securities Publicly Traded3$8,261Stock Market Quotes
Total Noncash Contributions14$30,821-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,040,299
Revenue Not Reported on Financial Statements
$229,005
Revenue Not Reported on Form 990
$955,188
Other Revenue Adjustments
$229,005
Total Revenue per Audited Statements
$12,995,487
Total Revenue per Form 990
$12,269,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,408,985
Salaries, Compensation, and Employee Benefits$5,897,231
Grants and Similar Amounts Paid$446,688
Total Fundraising Expense$231,220
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,941,112$469,830$130,238$4,541,180
Fees for Services Other$1,799,094$67,309$8,604$1,875,007
Depreciation Depletion$1,595,032$181,254$36,251$1,812,537
Occupancy$938,991$346,195$4,483$1,289,669
Other Employee Benefits$427,927$47,739$13,707$489,373
Payroll Taxes$413,836$54,775$11,549$480,160
Grants to Domestic Individuals$446,688--$446,688
Current Officers, Directors, Trustees, and Key Employees$87,495$242,293$6,730$336,518
Interest-$299,746-$299,746
Information Technology$61,228$130,418-$191,646
Office Expenses$46,557$90,573$11,947$149,077
Fees for Service Investment Mgmnt Fees-$82,221-$82,221
Advertising$60,548--$60,548
Other Expenses$53,416$1,091$2,675$54,507
Pension Plan Contributions$30,261$15,990$3,749$50,000
Fees for Services Accounting-$43,264-$43,264
Travel$27,861$247-$28,108
Fees for Services Legal-$9,035-$9,035
Total Functional Expenses$10,424,455$2,097,229$231,220$12,752,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,752,904
Total Expenses per Audited Statements$12,555,902
Expenses per Audited Statements$12,523,898
Expenses Not Reported on Financial Statements$229,006
Other Expense Adjustments$229,006
Expenses Not Reported on Form 990$32,004
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,092
Fundraising Gross Income$30,435
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Auction$72,770$28,000$340$27,660
Total Events$72,770$28,000$32,092$-4,092
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$1,550,954

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 11B

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
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
- Mark Gustafson
Formed
1924
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
8
Employees
256
Volunteers
555

Preparer

Firm
Rsm US Llp
Address
105 8TH AVENUE SE SUITE 300, OLYMPIA, WA 98501-1386
Preparer
Antonia Goh CPA
Phone
3607547244
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional and purchased services: program service expenses 1,799,094. Management and general expenses 67,309. Fundraising expenses 8,604. Total expenses 1,875,007.

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, 2016 and 2015. 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 2013.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 23,392. Loss on sale of assets 8,612.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Mgt fees netted with investment inc on financials 82,221. Revenue netted with expenses on financials 132,924. Noncash donations not on financials 13,860.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 23,392. Loss on sale of assets 8,612.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Mgt fees netted with investment inc on financials 82,221. Revenue netted with expenses on financials 132,924. Noncash donations not on financials 13,860. Rounding 1.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
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/OtherCompensationAmt64472
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt125970
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134472
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT MODARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1ERNEST KARLSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES HUSHAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm3BZ ZENCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm4LYNN SIEDENSTRANG
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTIN NEEB
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK GUSTAFSON
IRS990/Form990PartVIISectionAGrp/PersonNm7MAUREEN FACCIA
IRS990/Form990PartVIISectionAGrp/PersonNm8JANE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT PENTIMONTI
IRS990/Form990PartVIISectionAGrp/PersonNm10DENNIS EIBE
IRS990/Form990PartVIISectionAGrp/PersonNm11JOANNA MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm12JUDITH DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTIE DOWDY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6199047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12127029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13102823
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1RESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5RESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt044770
IRS990/FundraisingDirectExpensesAmt032092
IRS990/FundraisingGrossIncomeAmt030435
IRS990/GainOrLossGrp/OtherAmt0-8612
IRS990/GainOrLossGrp/SecuritiesAmt0264828
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt024442
IRS990/GrantAmt0438819
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0446688
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0446688
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04076180
IRS990/GrossReceiptsAmt016121360
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0130418
IRS990/InformationTechnologyGrp/ProgramServicesAmt061228
IRS990/InformationTechnologyGrp/TotalAmt0191646
IRS990/InterestGrp/ManagementAndGeneralAmt0299746
IRS990/InterestGrp/TotalAmt0299746
IRS990/InvestmentIncomeGrp/ExclusionAmt0954935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0954935
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05196826
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06191122
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021495749
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020823697
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025226568
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014867745
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014179301
IRS990/LandBldgEquipCostOrOtherBssAmt039405869
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt08612
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03811352
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029859593
IRS990/NetAssetsOrFundBalancesEOYAmt030299178
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0256216
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0256216
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1657
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0923185
IRS990/NoncashContributionsAmt030821
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04483
IRS990/OccupancyGrp/ManagementAndGeneralAmt0346195
IRS990/OccupancyGrp/ProgramServicesAmt0938991
IRS990/OccupancyGrp/TotalAmt01289669
IRS990/OfficeExpensesGrp/FundraisingAmt011947
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt090573
IRS990/OfficeExpensesGrp/ProgramServicesAmt046557
IRS990/OfficeExpensesGrp/TotalAmt0149077
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01614690
IRS990/OtherAssetsTotalGrp/EOYAmt02081736
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013707
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047739
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0427927
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0489373
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2EMPLOYEE EDUCATION/RECO
IRS990/OtherExpensesGrp/Desc3B&O TAXES & LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt01287
IRS990/OtherExpensesGrp/FundraisingAmt12675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19181
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21091
IRS990/OtherExpensesGrp/ProgramServicesAmt0317973
IRS990/OtherExpensesGrp/ProgramServicesAmt1132972
IRS990/OtherExpensesGrp/ProgramServicesAmt243464
IRS990/OtherExpensesGrp/ProgramServicesAmt353416
IRS990/OtherExpensesGrp/TotalAmt0317973
IRS990/OtherExpensesGrp/TotalAmt1140327
IRS990/OtherExpensesGrp/TotalAmt255320
IRS990/OtherExpensesGrp/TotalAmt354507
IRS990/OtherLiabilitiesGrp/BOYAmt01304452
IRS990/OtherLiabilitiesGrp/EOYAmt01550954
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130238
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0469830
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03941112
IRS990/OtherSalariesAndWagesGrp/TotalAmt04541180
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011549
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054775
IRS990/PayrollTaxesGrp/ProgramServicesAmt0413836
IRS990/PayrollTaxesGrp/TotalAmt0480160
IRS990/PensionPlanContributionsGrp/FundraisingAmt03749
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015990
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030261
IRS990/PensionPlanContributionsGrp/TotalAmt050000
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02286616
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02345530
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0640981
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0226729
IRS990/PrincipalOfficerNm0- MARK GUSTAFSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL FEES
IRS990/ProgramServiceRevenueGrp/Desc1ASSISTED LIVING CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER RESIDENT CHARGES & MISC INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09850275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1528638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09850275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1528638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300964
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 15 YEARS ALONE, FTJ HAS PROVIDED MORE THAN $4 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/ExpenseAmt0438819
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07869
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 OVER 500 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/ExpenseAmt095128
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt047130
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 ALMOST 3,000 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 7,250 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 490 RESIDENTS AND COMMUNITY SENIORS ALIKE. MOST COURSES ARE FREE OF CHARGE AND OFFERED AS A PUBLIC SERVICE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0113552
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt159948
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt077819
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt112025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0272031
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0248286
IRS990/PYInvestmentIncomeAmt01687980
IRS990/PYOtherExpensesAmt05799453
IRS990/PYOtherRevenueAmt0-4534
IRS990/PYProgramServiceRevenueAmt010986174
IRS990/PYRevenuesLessExpensesAmt0988602
IRS990/PYSalariesCompEmpBnftPaidAmt05905310
IRS990/PYTotalExpensesAmt011953049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012941651
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-483600
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010542903
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0770894
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01877859
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0243844
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0181245
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0314054
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0281113
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0320475
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01340731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0371233

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
2016Detailed filing. Detailed filing data is available for this year.$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