2024-10-13T12:43:08+00:00 2023-12-31 910189318 Moss Adams LLP 601 W Riverside Avenue Ste 1800 Spokane WA 99201 990 2023-01-01 910725802 Horizon House HORI 2063823721 900 University Street Seattle WA 98101 Christine Seymour Chief Financial Officer 2063823721 2024-10-14 true true EMINA O CRESSWELL P01217304 5097472600 2024-10-14 2023 2024-10-15 13:58:12Z Erica Thrash-Sall 900 University Street Seattle WA 98101 44384620 false X WWW.Horizonhouse.ORG X 1960 WA Purposeful living in a diverse community. Using the power of resident driven community to enhance wellbeing. 11 11 245 12 224640 136693 2466427 744213 32039518 34097804 1356369 2177328 1199846 1170292 37062160 38189637 564089 548669 0 0 14836956 16386344 0 0 247789 20037127 20814428 35438172 37749441 1623988 440196 216369595 234261169 173325884 182019756 43043711 52241413 Purposeful living in a diverse community. Using the power of resident driven community to enhance wellbeing. false false 31843050 548669 34443227 Horizon House has a long-standing commitment to Social Accountability. Residents, staff and the entire organization give time and financial support to those in need. This support is offered to those living in Horizon House and in the broader community. Horizon House, a not-for-profit retirement community was founded in 1961, becoming the first retirement community in downtown Seattle. Founding members were civic leaders and members of the United Church of Christ who established a commitment to social justice, community outreach and social accountability which continues to this day. Horizon House is a Continuing Care Retirement Community with 378 Independent Living apartments and 90 Assisted Living Health Care apartments. There are approximately 480 residents at Horizon House and a staff of 213. Comprehensive health services include wellness/exercise, rehabilitation therapy, Home Care, and Assisted and Nursing Care in addition to educational classes and many social and cultural events. Horizon House is governed by 10 to 15-member Board of Trustees who serves without compensation. The Board is comprised of men and women with professional expertise in the leadership and operational areas of Horizon House. A three-member Executive Team is responsible for the administrative leadership of Horizon House. Examples of Community Outreach and Social Accountability Some highlights from 2023 include: - Charitable care for residents unable to pay in the amount of $476,150 enabling them to remain at Horizon House and eliminating the need for government assistance and subsidies. Distribution of $3,719 to employees in need of assistance. These distributions are funded by our generous donors consisting of residents, families, vendors, and staff. - Donations to community not-for-profit groups in honor of deceased Horizon House residents for a total of $1,100. - Horizon House is a member of various non-profit associations including the Council of Health & Human Services Ministries of the United Church of Christ, LeadingAge, First Hill Improvement Association, Northwest Center for Creative Aging, and the Jim Ellis Freeway Park Association. A Community Grants Program provides funding to organizations that support programs and services to older adults - grants and donations for their charitable work in the broader community in the total amount of $67,700. - Volunteer hours donated by Horizon House residents to community non-profits include Simons House and Sylvia's Place Plymouth Housing, sewing & knitting for Harborview and Plymouth Housing and Friends of the Library Book Cart. Due to COVID-19 and safety for our residents many volunteering services were cancelled. 2023 Total donated dollars: $479,869 in charitable dollars (resident care and employee assistance) $ 68,800 (community grants to organizations, memorial gifts) $ 548,669 31843050 true true false false false false true true true true false false false true false true false false false false false false false false false false true true true true false false false false false false false false false false true true false false false false false false false true 73 0 true 245 true true true false false false false false false false false false false false X 11 11 false false false false false true false true true false false false true true true true true true false false X X Christine Seymour 2063823721 900 University Street Seattle WA 98101 Alexandra Tibbetts Vice President 3.0 X X 0 0 0 Gary Southerton Secretary 1.0 X X 0 0 0 Michael Mecham President 5.0 X X 0 0 0 Robert George Treasurer 1.0 X X 0 0 0 Deanna Nelson Trustee 1.0 X 0 0 0 George Counts Trustee 1.0 X 0 0 0 Harold Zeitz Trustee 1.0 X 0 0 0 James Yearby Trustee 1.0 X 0 0 0 Janell Johnson Trustee 1.0 X 0 0 0 Marcia Almquist Trustee 1.0 X 0 0 0 Yukio Morikubo Trustee 1.0 X 0 0 0 Christine Seymour CFO 50.0 X 233153 0 27651 Erica Thrash-Sall CEO 50.0 X 183756 0 352 R Michael Ostrem CEO (through 8/23) 50.0 X 452220 0 28386 Lauri Warfield-Larson COO 50.0 X 251636 0 33867 Azieb Tsegay Nurse 50.0 X 153508 0 29049 Brian Levitt Director of IT 50.0 X 171781 0 857 David Eli Lemanski Director of Construction 50.0 X 190112 0 19381 Mesfin Kidanemariam Nurse 50.0 X 191743 0 20034 Selamawit Zelealem Elder Care Assistant 80.0 X 198859 0 34000 2026768 0 193577 25 false true false Andersen Construction of WA LLC 6712 N Cutter Circle Portland OR 97217 General Contractor 12818882 Morrison Management Specialists 400 Northridge Road Suite 600 Sandy Springs GA 30350 Food Service Management 2507938 Mathew Thomas Parsons (MTP) 3401 25 Ave W Suite G521 Seattle WA 98199 General Contractor 1418593 TWB Enterprises 201 16th Street SW Auburn WA 98002 General Contractor 1107048 Choice Renovations LLC 10212 36th Street E Suite A Edgewood WA 98372 General Contractor 1089823 12 744213 33271 744213 Residence Fees 623990 17968697 17968697 Health Care Program 623990 5316338 5316338 Entrance Fees 623990 8773670 8773670 Dietary 722320 1735742 1735742 Other Ancillary Services 900099 303357 303357 0 0 0 0 34097804 2815420 2815420 0 0 5530631 26260 6194983 -664352 26260 -638092 -638092 Rental Services 812900 784666 345423 224640 214603 Other Resident Service Revenue 900099 334131 334131 Group Retro Program Refund 900099 30545 30545 20950 0 0 20950 1170292 38189637 34443227 224640 2777557 68800 68800 479869 479869 1211023 257715 940268 13040 12320249 10168944 2020811 130494 371635 318339 45365 7931 1199337 1114282 79499 5556 1284100 1091827 180474 11799 784385 784385 95689 95689 168761 168761 169074 169074 1672497 1205712 458248 8537 519159 28 516791 2340 1234991 918361 307157 9473 510901 95512 415389 1893113 1880808 4922 7383 49817 41500 8317 108256 49355 58466 435 2783565 2759674 9556 14335 8684665 8628215 22580 33870 665547 661221 1730 2596 Food Costs 1166513 1166513 Bond Expense 129455 129455 Other Taxes 125505 125505 UBI Taxes 30000 30000 22535 22535 0 0 37749441 31843050 5658602 247789 5155418 2001151 11315973 8617702 904895 2248060 0 0 49631 44738 753452 745591 242385922 110410461 118321420 131975461 79286832 87873258 0 0 581974 755208 216369595 234261169 7528829 9581719 82786083 80646133 82202807 91051318 375016 232941 0 433149 507645 173325884 182019756 17118239 22242073 25925472 29999340 43043711 52241413 216369595 234261169 440196 8757506 0 X false true X true false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 880897 3486095 2137712 2466427 744213 9715344 31040324 31033027 32031616 32039518 34097804 160242289 0 0 0 31921221 34519122 34169328 34505945 34842017 169957633 17140 19450 28450 49150 31000 145190 0 0 0 0 0 0 17140 19450 28450 49150 31000 145190 169812443 2726798 1862190 3369542 2231985 2815420 13005935 76322 121064 153626 143020 137485 631517 2803120 1983254 3523168 2375005 2952905 13637452 0 118553 93090 59597 975206 945652 2192098 34842894 36595466 37752093 37856156 38740574 185787183 0.9140 0.9191 0.07 0.073 X 0 0 0 0 0 0 Schedule A, Part III, Line 12 Explanation for Other Income Group Retro Refund 2019 Amount: $104,151 2020 Amount: $80,990 2021 Amount: $45,481 2022 Amount: $77,460 2023 Amount: $30,545 Forfeited Deposits 2019 Amount: $14,402 2020 Amount: $12,100 2021 Amount: $14,116 2022 Amount: $27,492 2023 Amount: $20,950 Rental Services 2022 Amount: $585,814 2023 Amount: $560,026 Other Resident Revenue 2022 Amount: $284,440 2023 Amount: $334,131 Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 118553.0, COLUMN B - 93090.0, COLUMN C - 59597.0, COLUMN D - 975206.0, COLUMN E - 945652.0, COLUMN F - 2192098.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136311 X X false false true X 24232923 734401 4214855 1018990 28163189 27629883 2292826 -4705025 984761 24232923 24671387 581516 3295266 918286 27629883 21778151 475422 2932269 514455 24671387 18839127 439141 3256212 756329 21778151 0.0 1.0 0.0 false false 1797620 1797620 191885406 98115202 93770204 16314902 12295259 4019643 32387994 32387994 131975461 Asset Retirement Obligation 123762 LT Care Insurance Idemnification 88501 Lease Liability 295382 507645 46417850 8757506 0 8757506 37660344 53143 476150 529293 38189637 37220148 0 0 37220148 53143 476150 529293 37749441 Schedule D, Part III, Line 4 Collections of art - description of collections Various works of art are displayed publicly for resident and guest enjoyment. Schedule D, Part IV, Line 2b Explanation of escrow agreement Residents have funds on deposit with Horizon House for payment of monthly fees. The deposit was funded by the resident's family. Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment fund is broken down into two funds, based on donor intent. The two areas of use are the resident assistance fund and the area of greatest need fund. The resident assistance fund is used to support residents who have exhausted their financial resources, but continue to live at Horizon House. The area of greatness need fund is used to support staff scholarships, internal enrichment grants and other areas as identified by the Board. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Resident Grants - 476150 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Resident Grants - 476150 true Mother Africa 1209 Central Ave S Suite 120 Kent WA 98032 461793603 501(C)(3) 6000 General Support Atlantic Street Center 2103 S Atlantic St Seattle WA 98144 910568710 501(C)(3) 6000 General Support Compass Housing Alliance 220 Dexter Ave N Seattle WA 98109 910578229 501(C)(3) 6000 General Support Downtown Emergency Service Center 515 Third Ave Seattle WA 98104 911275815 501(C)(3) 6000 General Support Generations with Pride PO Box 23123 Seattle WA 98102 475593899 501(C)(3) 6000 General Support Pike Market Senior Center 85 Pike St Ste 200 Seattle WA 98101 911034838 501(C)(3) 6000 General Support United Indians of all Tribes Foundation PO Box 99100 Seattle WA 98139 910889016 501(C)(3) 6000 General Support United Way of King County 720 Second Ave Seattle WA 98104 910565555 501(C)(3) 6000 General Support 8 0 Resident Assistance 6 476150 Credit to monthly statements; direct payments to pharmacy and home care agency Employee Emergency Grant 5 3719 Direct payment to employees for reimbursement of employee emergency expenses. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Horizon House provides grant funds to residents, employees and other organizations. Residents may apply for grants only once they have exhausted their financial resources. Employees may apply for educational assistance with proof of enrollment, and these grants are approved by the human resources director. Large grants to other organizations are approved by the board of directors as part of the community relations budget. Smaller grants are given to other organizations in memory of deceased residents. X X X X X false false false false false false false true false R Michael Ostrem CEO (through 8/23) 319262 0 132958 0 0 0 13145 0 15241 0 480606 0 0 0 Christine Seymour CFO 190552 0 42601 0 0 0 11834 0 15817 0 260804 0 0 0 Erica Thrash-Sall CEO 153025 0 30731 0 0 0 0 0 352 0 184108 0 0 0 Lauri Warfield-Larson COO 207457 0 44179 0 0 0 13160 0 20707 0 285503 0 0 0 Selamawit Zelealem Elder Care Assistant 198859 0 0 0 0 0 11250 0 22750 0 232859 0 0 0 Mesfin Kidanemariam Nurse 190843 0 900 0 0 0 11583 0 8451 0 211777 0 0 0 David Eli Lemanski Director of Construction 169967 0 20145 0 0 0 11250 0 8131 0 209493 0 0 0 Azieb Tsegay Nurse 153508 0 0 0 0 0 9113 0 19936 0 182557 0 0 0 Brian Levitt Director of IT 171781 0 0 0 0 0 433 0 424 0 172638 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments Director bonuses are determined annually by the CEO and are based on meeting Key performance indicators. The CEO's bonus is determined annually by the Board. Schedule J, Part II HOURLY EMPLOYEE COMPENSATION INCLUDES HIGHER PAY RATES FOR WORKING MORE THAN 40 HOURS PER WEEK AND PREMIUMS FOR WORKING EVENINGS, NIGHTS, WEEKENDS AND TAKING ADDITIONAL SHIFTS. A Washington State Housing Finance Commission 911874730 939783VX1 2017-12-28 82564395 Redeem 2014A and 2014B issuance and proceeds for projects false false false B Washington State Housing Commission 911874730 2022-12-01 40000000 MASTER PLAN CONSTRUCTION PROJECT false false false A 6210000 83266351 1343750 11693456 70229145 2020 true false true true B 40000000 650000 15536854 23813146 false false false false A false true true true false 0.0124 0.0194 0.0318 false false true B false true true true false 0.0124 0.0194 0.0318 false false true A false true false false false false false false true B false true false false true false false false true A true B true Schedule K, Part II, Line 3 THE AMOUNT REPORTED ON PART II, LINE 3 INCLUDES THE FOLLOWING AMOUNT OF NET PROCEEDS AND REALIZED GAINS/LOSSES: 2017: $(547,686) 2018: $544,412 2019: $885,843 2020: $(262,080) 2021: $(30,186) 2022: $21,922 2023: $89,731 TOTAL PROCEEDS, GAINS, AND LOSSES INCLUDED ON PART II, LINE 3: $701,956 ISSUE PRICE: $85,564,395 X 13 15000 Other - Appraisal X 190 18271 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of Items Received Securities - Publicly traded - Number of items received Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS OF THE PACIFIC NORTHWEST CONGERENCE OF THE UNITED CHURCH OF CHRIST AND THE BOARD OF DIRECTORS OF THE HORIZON HOUSE RESIDENT COUNCIL APPOINTS 1 MEMBER EACH OF THE HORIZON HOUSE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body INFORMATION IS PROVIDED BY HORIZON HOUSE TO THE ORGANIZATION'S EXTERNAL CPAS TO PREPARE THE FORM 990. MANAGEMENT REVIEWS AND RECOMMENDS FILING OF THE RETURN TO AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 ON BEHALF OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 WITH SCHEDULE B CONTRIBUTORS' NAMES REDACTED PRIOR TO FILING WITH THE IRS. THE LIST OF NAMES ARE REDACTED AS SOME CONTRIBUTORS WISH TO REMAIN ANONYMOUS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST AND CODE OF CONDUCT DECLARATION. THE CONFLICT OF INTEREST POLICY STATES "ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY BOARD MEMBER MUST BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH THE COMPLETION OF AN ANNUAL STATEMENT OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY GOVERNING BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER INFLUENCE ON THE MATTER, AND SUCH BOARD MEMBER SHOULD NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION OF VOTING AND THE QUORUM SITUATION." Form 990, Part VI, Line 15a Process to establish compensation of top management official FOR DETERMINING THE 2023 COMPENSATION OF THE CEO, THE SERVICES OF OUTSIDE COMPENSATION CONSULTANTS WERE RETAINED. THE CONSULTING FIRM COMPILES DATA FROM THE TOTAL COMPENSATION OF EXECUTIVE DIRECTORS AND CEOS OF LOCAL CCRCS AS WELL AS COMPARABLE ORGANIZATIONS AND SUBMITTED A RECOMMENDATION TO THE BOARD OF TRUSTEES BASED ON THE ANALYSIS. THE EXECUTIVE TEAM OF THE BOARD REVIEWS THE RECOMMENDATION AND APPROVES THE COMPENSATION OF THE CEO. Form 990, Part VI, Line 18 How forms are made available to the public FORM 990 AND 990-T ARE AVAILABLE TO RESIDENTS AND THE GENERAL PUBLIC IN THE ORGANIZATION'S LIBRARY OR BY REQUEST. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO RESIDENTS IN THE ORGANIZATION'S LIBRARY OR BY REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other Revenue - Total Revenue: 20950, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 20950;