EASTSIDE RETIREMENT ASSOCIATION Charity Report

Public IRS 990 nonprofit record

EASTSIDE RETIREMENT ASSOCIATION

EIN 91-1261904 · Human Services (P750)

What they do

EMERALD HEIGHTS is A NOT-FOR-PROFIT NON-DENOMINATIONAL LIFE PLAN RETIREMENT COMMUNITY PROVIDING A CONTINUUM of LIVING ACCOMMODATIONS, SUPPORTIVE SERVICES, and HEALTH CARE for RESIDENTS 55 YEARS of AGE and OLDER. AS A LIFE PLAN RETIREMENT COMMUNITY ON THE EASTSIDE of PUGET SOUND, THE ORGANIZATION OFFERS A WIDE RANGE of QUALITY PROGRAMS, SERVICES and FACILITIES to MEET THE HEALTH, SOCIAL, SPIRITUAL and INTELLECTUAL NEEDS of ITS RESIDENTS and to SERVE THE BROADER COMMUNITY. EMERALD HEIGHTS is OPERATED to FULFILL ITS MISSION of SERVICE WHILE REMAINING TRUE to ITS CORE VALUES of INTEGRITY, STEWARDSHIP, EMPOWERMENT, FAITH, CHANGE and CHOICE. THE ORGANIZATION is OWNED and OPERATED BY EASTSIDE RETIREMENT ASSOCIATION. THE ASSOCIATIONS BOARD of DIRECTORS is COMPRISED of LOCAL COMMUNITY MEMBERS, EMERALD HEIGHTS RESIDENTS and HERONS KEY RESIDENT, ALL DEDICATED to THE MISSION of EMERALD HEIGHTS and to ENSURE IT CONTINUES to MAINTAIN ITS HIGH STANDARDS of EXCELLENCE and REMAINS FINANCIALLY SOUND.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

61.80%of revenue went to mission work85.1% of expenses · Program services

$72.64spent for every $100 of revenueRevenue covered expenses this year.

10.85%of revenue went to management and office costs14.9% of expenses

$9.13in assets for every $1 spent this yearSome assets cannot be spent right away.

0.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $206,219 for ELIZABETH AZCONA (REGISTERED NURSE/RN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$55,444,942

Mission workProgram services$34,262,25761.80% of revenue85.1% of expenses

ManagementOffice and general costs$6,013,92010.85% of revenue14.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$15,168,76527.36% of revenueShown in gray on the chart

Total expenses$40,276,17772.64% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.1% mission · 14.9% management · 0.0% fundraisingTotal expenses: 72.64% of revenue

2023Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 75.02% of revenue

2022Expense mix: 84.4% mission · 15.6% management · 0.0% fundraisingTotal expenses: 78.43% of revenue

2021Expense mix: 88.9% mission · 11.1% management · 0.0% fundraisingTotal expenses: 109.94% of revenue

2020Expense mix: 85.9% mission · 14.1% management · 0.0% fundraisingTotal expenses: 85.61% of revenue

2019Expense mix: 86.2% mission · 13.8% management · 0.0% fundraisingTotal expenses: 81.03% of revenue

2018Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 81.59% of revenue

2017Expense mix: 84.3% mission · 15.7% management · 0.0% fundraisingTotal expenses: 73.72% of revenue

Money in and money out

Revenue$55,444,942

Expenses$40,276,177

Annual surplus $15,168,765 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$34,262,257 · 85.1% of expenses

Management and office costs$6,013,920 · 14.9% of expenses

See all reported dollar amounts

Revenue$55,444,942

Expenses$40,276,177

Assets$367,807,951

Income$121,562,211

Contributions$302,382

Mission work (program services)$34,262,257

Grants given$14,710,553

Average grant$408,626

Management and general$6,013,920

Stocks and bonds$95,851,381

Accounting fees$78,968

Investing fees$104,880

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ELIZABETH AZCONAREGISTERED NURSE/RN · 50 hrs/week $206,219Base $184,683 · Other $21,536

JAMILYNN BLOODWORTHHEALTH SERVICES ADMINISTRATOR · 50 hrs/week $171,401Base $165,186 · Other $6,215

JOANNE ONEILLCERTIFIED NURSING ASSISTANT · 50 hrs/week $160,607Base $147,199 · Other $13,408

CHRISTOPHER SWEDISHDIRECTOR OF FACILITIES · 50 hrs/week $150,878Base $150,655 · Other $223

BERNADETTE KAMARILICENSED PRACTICAL NURSE · 50 hrs/week $146,142Base $132,853 · Other $13,289

LISA HARDYPRESIDENT & CEO (THROUGH DEC 2024) · 15 hrs/week $51,536Base · Other $51,536

KAY WALLIN VP OF MARKETINGPUBLIC RELATIONS (THROUGH JUNE 2024) · 22 hrs/week $22,107Base · Other $22,107

DENISA FEDDERSONCFO (AS OF JANUARY 2024) · 15 hrs/week $12,893Base · Other $12,893

DIANA JAMISONCFO (THROUGH JANUARY 2024) · 20 hrs/week $1,620Base · Other $1,620

SANDRA COOK VP OF MARKETING& PUBLIC RELATIONS (AS OF JULY 2024) · 22 hrs/week $364Base · Other $364

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

ELIZABETH AZCONAREGISTERED NURSE/RN

JAMILYNN BLOODWORTHHEALTH SERVICES ADMINISTRATOR

JOANNE ONEILLCERTIFIED NURSING ASSISTANT

CHRISTOPHER SWEDISHDIRECTOR OF FACILITIES

BERNADETTE KAMARILICENSED PRACTICAL NURSE

LISA HARDYPRESIDENT & CEO (THROUGH DEC 2024)

KAY WALLIN VP OF MARKETINGPUBLIC RELATIONS (THROUGH JUNE 2024)

DENISA FEDDERSONCFO (AS OF JANUARY 2024)

DIANA JAMISONCFO (THROUGH JANUARY 2024)

SANDRA COOK VP OF MARKETING& PUBLIC RELATIONS (AS OF JULY 2024)

STEPHANIE MARSHALLDIRECTOR

AL CHAMBARDINTERIM CEO (AS OF NOVEMBER 2024)

ROBERT CRISTDIRECTOR

KAREN COHOEDIRECTOR

JUDY RICHARDSONDIRECTOR

JILL GUERNSEYDIRECTOR

JEFF JONESDIRECTOR

GARY KINGDIRECTOR

DWIGHT WHITINGCHAIR

DEWAYNE MCMULLINDIRECTOR

DAVID HUDSONTREASURER

DAPHNE SCHNEIDERVICE CHAIR

DANNA VANHORNSECRETARY

About this charity

Recognized since: January 1984
Location: 10901 176TH CIRCLE NE, REDMOND, WA 98052
County: King
In care of: DENISA FEDDERSEN
Primary officer: DENISA FEDDERSEN, VP OF FINANCE & CFO

How to reach them

WebsiteVisit the charity’s website Phone(425) 556-8100

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes