2025-11-14T19:43:34-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 910828576 EDMONDS SENIOR CENTER EDMO 4257745555 PO BOX 717 EDMONDS WA 98020 DANIEL JOHNSON CEO 4257745555 2025-11-13 1 1 ALLEN GILBERT CPA P01380103 4252506100 2025-11-13 2024 2025-03-06 01:10:19Z DANIEL JOHNSON PO BOX 717 EDMONDS WA 98020 3053122 0 X WWW.EDMONDSSC.ORG X 1967 WA THE EWC BRIDGES GENERATIONS AND CULTURES TO IMPROVE LIVES, STRENGTHEN OUR COMMUNITIES, AND EMPOWER INDIVIDUALS TO ACHIEVE THEIR FULL POTENTIAL. 23 23 78 250 4634 0 1355610 1300225 1165485 1389840 2209 274 338764 222263 2862068 2912602 0 0 0 0 1624278 1782813 0 0 154126 1450768 1539899 3075046 3322712 -212978 -410110 15897025 15324054 619653 468093 15277372 14855961 X PROVIDE PROGRAMS/SERVICES TO ENRICH THE SOCIAL, PHYSICAL, AND INTELLECTUAL WELL-BEING OF SENIORS THAT LEAD TO THE DEVELOPMENT OF THEIR FULL POTENTIAL IN KEEPING WITH OUR CORE VALUES OF BEING CARING, FRIENDLY, INCLUSIVE, STIMULATING, RESPONSIVE, AND AFFORDABLE. 0 0 566987 0 129728 SEE SCHEDULE O 892630 0 270367 SEE SCHEDULE O 426564 0 921150 SEE SCHEDULE O 814713 0 68595 814713 68595 2700894 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 78 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRANDON BOYER 4259542519 PO BOX 717 EDMONDS WA 98020 DANIEL JOHNSON CEO 40.00 X 144339 0 2515 DAVID SCHAEFER PRESIDENT 4.00 X X 0 0 0 DEVNEE GADBOIS VICE PRESIDENT 4.00 X X 0 0 0 CHUCK FRITZ TREASURER 4.00 X X 0 0 0 KAREN BARNES PAST PRESIDENT 4.00 X X 0 0 0 ALISON ALFONZO PENCE SECRETARY 2.00 X X 0 0 0 DIANE CUTTS DIRECTOR 2.00 X 0 0 0 JEANNIE KIEWICZ-BROOKS DIRECTOR 2.00 X 0 0 0 JULAINE FLEETWOOD DIRECTOR 2.00 X 0 0 0 SONIA GILMAN DIRECTOR 2.00 X 0 0 0 PHYLLIS GUTIERREZ KENNEY DIRECTOR 2.00 X 0 0 0 LILLYAN HENDERSHOT DIRECTOR 2.00 X 0 0 0 PHILLIP LOVELL DIRECTOR 2.00 X 0 0 0 NINA ODELL DIRECTOR 2.00 X 0 0 0 ALMA OHTOMO DIRECTOR 2.00 X 0 0 0 DOUG PURCELL DIRECTOR 2.00 X 0 0 0 JEANETT QUINTANILLA DIRECTOR 2.00 X 0 0 0 BROOK ROBERTS DIRECTOR 2.00 X 0 0 0 KAY SHIN DIRECTOR 2.00 X 0 0 0 TABATHA SHOEMAKE DIRECTOR 2.00 X 0 0 0 TERRI WILSON DIRECTOR 2.00 X 0 0 0 144339 0 2515 1 0 0 0 0 103371 411699 480811 304344 59443 1300225 THRIFT STORE 455000 921150 921150 HEALTH AND WELLNESS 624110 270367 270367 SOCIAL AND RECREATION 624110 129728 129728 COMMUNITY RESOURCE CEN 900099 68595 68595 1389840 274 274 332396 0 332396 332396 332396 25244 411699 140520 -115276 -115276 ADVERTISING 541800 4634 4634 MISCELLANEOUS 900099 509 509 5143 2912602 1389840 4634 217903 146854 88112 58742 1393394 1147514 185340 60540 109073 86527 20263 2283 133492 101221 22875 9396 76093 49255 26838 157378 157378 4351 4193 158 13495 11813 1682 46956 46956 184165 179149 5016 6139 6139 468597 455094 13503 56684 53511 3173 MISCELLANEOUS 250913 133791 94423 22699 SUPPLIES 134201 131209 2992 REPAIRS & MAINTENANCE 124060 120924 2670 466 SMALL TOOLS 16867 16220 647 3322712 2700894 467692 154126 12150 5985 268798 322403 281503 162816 64750 111297 30000 30000 35160 19179 16422716 1897711 14974642 14525005 230022 147369 15897025 15324054 148653 252230 42673 49703 127702 90801 64000 0 236625 75359 619653 468093 X 14994619 14652012 282753 203949 15277372 14855961 15897025 15324054 -410110 -11301 0 X X 0 1 X 1 0 X 6274937 2147836 1983399 1025790 1300225 12732187 24561 535939 934598 1165485 1389840 4050423 6299498 2683775 2917997 2191275 2690065 16782610 547000 216355 183850 50017 65100 1062322 0 547000 216355 183850 50017 65100 1062322 15720288 5681 169576 315763 364936 332670 1188626 5681 169576 315763 364936 332670 1188626 5865 5450 4634 15949 8451 924 2474 30 509 12388 6313630 2854275 3242099 2561691 3027878 17999573 0.87340 0.93330 0.06600 0.04130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ADVERTISING - 2020 AMOUNT: $ 117. 2021 AMOUNT: $ 155. GAMING - 2022 AMOUNT: $ 1,320. MISCELLANEOUS - 2020 AMOUNT: $ 8,334. 2021 AMOUNT: $ 769. 2022 AMOUNT: $ 1,154. 2023 AMOUNT: $ 30. 2024 AMOUNT: $ 509. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15845924 1584546 14261378 15664 13222 2442 561128 299943 261185 14525005 OPERATING LEASE 75359 75359 2912602 0 2912602 0 2912602 3322712 0 3322712 0 3322712 AUCTION GALA 376743 351499 25244 59443 41881 27985 LUNCHEON 60200 60200 9581 1630 436943 411699 25244 59443 51462 29615 140520 -115276 X AUCTION ITEMS 118 59443 0 0 0 0 FORM 990, PART III, 4A SOCIAL AND RECREATION: AT THE EDMONDS WATERFRONT CENTER, WE CREATE OPPORTUNITIES FOR MEMBERS AND VISITORS TO GATHER LEARN AND CELEBRATE. DURING THE PEAK OF COVID WE SHIFTED TO ONLINE CLASSES, AVERAGING MORE THAN 500 PARTICIPANTS A DAY. IN 2022 WE TRANSITIONED OUR CLASSES BACK TO IN-PERSON. STAYING HEALTHY MEANS KEEPING BOTH YOUR MIND AND YOUR BODY ACTIVE. THE EDMONDS WATERFRONT CENTER HAS A VARIETY OF PROGRAMS AND FUN ACTIVITIES TO HELP PARTICIPANTS STAY ACTIVE MENTALLY AND SOCIALLY. TRIPS - OUR TRIPS INCLUDE EDUCATIONAL TOURS, MUSEUMS, PLAYS AND MUSICALS, SPORTING EVENTS, SYMPHONY, LOCAL FESTIVALS OR JUST PLAIN FUN EXPLORATIONS. SOME EXAMPLES INCLUDE: CASINO TRIPS, SCIENCE, ART, THEATER, HOLIDAY SIGHT SEEING, HIKING AND NATURE. ENTERTAINMENT - OUR MEMBERS ENJOY A WIDE RANGE OF ACTIVITIES AND FUN FILLED HOURS, SOME EXAMPLES OF ACTIVITIES INCLUDE: DANCE, MUSIC, ART AND THEATER IN PERSON EVENTS - THIS INCLUDES DINNERS WITH LIVE ENTERTAINMENT. OUR ANNUAL LUAU EVENT HAD 200 ATTENDEES. THE HOLIDAY BAZAAR EVENT FEATURES MORE THAN 40 CRAFTER TABLES. OKTOBERFEST FEATURES SING ALONG AND COMMUNAL DINING. PEOPLE OF ALL AGES ARE WELCOMED AND ATTEND OUR EVENTS. MUSIC & DANCE - MUSIC AND DANCE ACTIVITIES ARE PLENTIFUL. NEW MEMBERS ARE MORE THAN WELCOME TO JOIN. OUR GROUPS INCLUDE: THE SOUND SINGERS CHOIR, SENIOR SWINGERS ORCHESTRA, UKULELE, FRIDAY DANCE AND LINE DANCING. FUN & GAMES - THERE'S ALWAYS SOMETHING FUN HAPPENING AT THE SENIOR CENTER. BINGO, BRIDGE, CRIBBAGE, PINOCHLE, POOL TABLES AND PING PONG. WE ALSO OFFER INTERGENERATIONAL EVENTS WHERE STUDENTS AND SENIORS COME TOGETHER FOR A FUN NIGHT OF TRIVIA OR BOOK DISCUSSIONS. ARTS, LANGUAGE AND HISTORY WATERCOLOR, DRAWING, WRITER'S GROUP, MODERN WORLD HISTORY, SPANISH, GERMAN AND WOODCARVING. FORM 990, PART III, 4B HEALTH AND WELLNESS: OUR HEALTH AND WELLNESS PROGRAM AIMS TO ENCOURAGE PROACTIVE PERSONAL HEALTH THROUGH A VARIETY OF OFFERINGS. THESE INCLUDE EXERCISE CLASSES, ACCESS TO CLINICIANS, WORKSHOPS, NUTRITIONAL CLASSES, AND A CONGREGATE MEAL PROGRAM IN OUR COMMUNITY CAFE. OUR GOAL IS TO COLLABORATE WITH OTHER ORGANIZATIONS TO REMOVE BARRIERS TO ACCESS FOR INDIVIDUALS SEEKING TO IMPROVE THEIR HEALTH. IN PARTNERSHIP WITH THE FRED HUTCH CANCER CENTER, WE PROVIDE MAMMOGRAM SERVICES SIX TIMES A YEAR. WE ALSO COLLABORATE WITH THE SEATTLE VISITING NURSES ASSOCIATION TO OFFER THREE COVID-19 AND FLU VACCINE AND BOOSTER CLINICS. AS A HOST SITE FOR BLOODWORKS NW, WE HAVE COLLECTED OVER 700 UNITS OF BLOOD. IN PARTNERSHIP VERDANT HEALTH COMMISSION AND NW HARVEST, WE DISTRIBUTED OVER $10,000 WORTH OF GIFT CARDS TO LOCAL GROCERY STORES TO OUR LOWER INCOME MEMBERS. WE ALSO PARTNER WITH PUGET SOUND KIDNEY CENTER AND NUTRITION WITH HEART TO OFFER EDUCATIONAL COOKING DEMONSTRATIONS AND WORKSHOPS AROUND NUTRITIONAL HEALTH. IN COLLABORATION WITH OUR FOOD SERVICE PARTNER, WE'VE SERVED OVER 7,000 LUNCHES TO LOWER INCOME SENIORS. WE HAVE ALSO EXPANDED OUR EXERCISE PROGRAMS BY OFFERING MINDFULNESS, PRENATAL, AND GENTLE YOGA CLASSES. THE EDMONDS WATERFRONT CENTER (EWC) SPONSORS THE STATEWIDE HEALTH BENEFITS ADVISORS (SHIBA) PROGRAM FOR SNOHOMISH COUNTY, SKAGIT COUNTY, AND CAMANO ISLAND IN PARTNERSHIP WITH THE WASHINGTON STATE OFFICE OF THE INSURANCE COMMISSIONER. TRAINED SHIBA VOLUNTEERS HELP MEDICARE BENEFICIARIES ASSESS HEALTHCARE COVERAGE NEEDS, DETERMINE ELIGIBILITY FOR HEALTHCARE COVERAGE PROGRAMS, EVALUATE AND COMPARE MEDICARE PLANS AND PROGRAMS, PROVIDE ENROLLMENT HELP WITH MEDICARE, AND MAKE REFERRALS TO OTHER AGENCIES AND PROGRAMS. ADDITIONALLY, THE SHIBA VOLUNTEERS EDUCATE RESIDENTS ABOUT HEALTH BENEFITS PROGRAMS TO HELP THEM IDENTIFY AND REPORT INSTANCES OF FRAUD, ERRORS, OR ABUSE OF THOSE PROGRAMS AND CULTIVATE COMMUNITY COMMITMENT THROUGH PARTNERSHIP, SERVICE, AND VOLUNTEERING. IN 2024, THIRTY-SIX HIGHLY TRAINED SHIBA COUNSELORS, OPERATING OUT OF THE EWC AND SATELLITE LOCATIONS THROUGHOUT THE SERVICE AREA, MADE OVER 3,500 CONTACTS WITH MEDICARE BENEFICIARIES, PROVIDING FREE, CONFIDENTIAL, UNBIASED CONSUMER EDUCATION, ASSISTANCE, ADVISING, AND ADVOCACY TO CONSUMERS REGARDING HEALTHCARE TOPICS. SHIBA ALSO ENGAGED IN OUTREACH OPPORTUNITIES INCLUDING SPEAKING ENGAGEMENTS AND PROMOTING SERVICES AT WELLNESS FAIRS AND COMMUNITY EVENTS THROUGHOUT THE SERVICE AREA AND TAUGHT VIRTUAL WELCOME TO MEDICARE CLASSES FOUR TIMES A MONTH. FORM 990, PART III, 4C THRIFT STORE: ONE COULD EASILY ARGUE THE PRIMARY PURPOSES OF OUR THRIFT STORE IS THE ENCOURAGEMENT OF CONNECTIONS BETWEEN OUR VOLUNTEERS WITH EACH OTHER AND WITH THE PUBLIC. THE THRIFT STORE OPERATES SIX DAYS A WEEK FROM 10:00 AM TO 5:00 PM. THERE ARE TWELVE THREE AND ONE HALF-HOUR SHIFTS COVERED BY MORE THAN 150 VOLUNTEERS. THERE IS GREAT KINSHIP AMONG THE VOLUNTEERS THAT WORK ON A GIVEN SHIFT AND THEY OFTEN SUPPORT ONE ANOTHER BOTH IN AND OUTSIDE OF THE STORE'S NORMAL HOURS OF OPERATIONS. GIVEN ISOLATION AND THE LOSS OF SOCIAL CONNECTIONS IS ONE OF THE MOST DEBILITATING ASPECTS OF AGING THE THRIFT STORE SUCCESS WITH VOLUNTEERS AND IN A NUMBER OF CASES OUR REPEAT CUSTOMERS WHO FORM STRONG BONDS WITH THE VOLUNTEERS WHO SERVE THEM OUR SUCCESS IN THIS AREA HAS ENCOURAGED US TO EXPAND OUR VOLUNTEER EFFORTS IN THE REST OF OUR ORGANIZATION. THE STRENGTH OF OUR VOLUNTEER GROUP IS ALSO REFLECTED IN THE NUMBERS. OVER AN EXTENDED PERIOD OF TIME OUR THRIFT STORE SALES FELL WITHIN A VERY NARROW DOLLAR RANGE CENTERED AROUND $150,000 A YEAR. OVER THE PAST FOUR YEARS OUR VOLUNTEER WORKFORCE HAS TRIPLED IN SIZE AND THEY HAVE BEEN ENCOURAGED TO BRING IDEAS TO OUR ATTENTION THAT WILL IMPROVE STORE OPERATIONS. SALES GREW FROM $794,792 IN 2023 TO $921,150 IN 2024 PRIMARILY BECAUSE THE STORE WENT FROM BEING OPEN SIX TO NOW SEVEN DAYS PER WEEK BEGINNING IN MAY 2024. THE THRIFT STORE ALSO COLLECTS DONATIONS FROM THE COMMUNITY AND PASSES THEM ALONG TO OTHER NONPROFIT GROUPS. THIS INCLUDES CLOTHES FOR KIDS, THE EDMONDS FOODBANK, THE SNOHOMISH COUNTY HYGIENE CENTER WORKING WITH THE HOMELESS, SOLOMAN, AN INDEPENDENT OPERATOR, COLLECTING ITEMS FOR SCHOOLS AND HOSPITALS IN AFRICA AND VETERAN SERVICES OF EDMONDS. OVER FOUR-THOUSAND BAGS OF DONATED MATERIALS WERE PASSED ON TO THESE GROUPS WITH AN ESTIMATED VALUE OF $10 PER BAG. FORM 990, PART III, 4D AT THE EDMONDS WATERFRONT CENTER (EWC), OUR GOAL IS TO FOSTER INCLUSION THROUGH PROGRAMS THAT HIGHLIGHT AND PRESERVE THE RICH CULTURAL IDENTITIES IN OUR COMMUNITY. WE AIM TO CREATE A WELCOMING AND SAFE SPACE WHERE PEOPLE FROM DIFFERENT BACKGROUNDS CAN COME TOGETHER TO LEARN ABOUT AND APPRECIATE VARIOUS CULTURES. EWC HAS PARTNERED WITH LOCAL AREA NON-PROFITS SUCH AS ASIAN SERVICE CENTER, LATINO EDUCATIONAL TRAINING INSTITUTE, LIFT EVERY VOICE LEGACY, AND KOREAN SERVICES CENTER TO PROVIDE COMMUNITY IMPACT EVENTS. THESE PARTNERSHIPS HOST EVENTS THAT STRENGTHEN CULTURAL AWARENESS. THE IMPACT IS ALSO GREAT. THE NUMBER OF ATTENDEES RANGES BETWEEN 500- 700 PEOPLE. SOME OF THESE EVENTS ARE EXCLUSIVELY HELD OUTSIDE OF OUR BUILDING TO ALLOW FOR MORE SPACE AND A NEIGHBORHOOD BLOCK PARTY/EVENT VIBE. ADDITIONALLY, WE HAVE A FORMAL MEMORANDUM OF UNDERSTANDING (MOU'S) WITH THESE ORGANIZATIONS TO SUPPORT OUR GRANTS FUNDING PROCESS. BEYOND THIS, WE ARE A CENTRAL HUB FOR VARIOUS NON-PROFIT GROUPS, ALLOWING US TO MEET COMMUNITY NEEDS MORE EFFECTIVELY. ALL PARTNERSHIPS EITHER ADDRESS IMPORTANT CONCERNS LIKE ISOLATION, HEALTHCARE ACCESS, AND FOOD SECURITY, OR EDUCATIONAL AWARENESS IN LIFE PLANNING AND CONNECTION. EWC HAS ALSO POSITIONED ITSELF TO CONTINUE ONGOING OUTREACH TO THE COMMUNITY AT-LARGE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE ELECTED OFFICERS AND IMMEDIATE PAST PRESIDENT. THE EXECUTIVE COMMITTEE IS EMPOWERED TO CONDUCT ANY AND ALL BOARD-AUTHORIZED BUSINESS BETWEEN REGULAR MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 EDSC ASKS INDIVIDUALS TO BE MEMBERS; THE MEMBERSHIP FEE IS $35/YEAR FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BY-LAWS AND ARTICLES BOTH REQUIRE THE APPROVAL OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY EDSC'S BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND MANAGEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THEN THE INTERESTED PERSON SHALL LEAVE AND BE RECUSED WHILE THE GOVERNING BOARD OR COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD SETS COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON SALARY SURVEYS OF COMPARABLE POSITIONS IN THE METROPOLITAN AREA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 EDSC MAKES ITS 990, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON REQUEST DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTION OF THE INDEPENDENT ACCOUNTING FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.