2025-11-15T15:00:31-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 910757099 MORNINGSIDE MORN 3609430512 PO BOX 7936 OLYMPIA WA 98507 JONATHAN PLEGER PRESIDENT/CEO 3609430512 2025-11-14 1 JENNIFER BECKER HARRIS P00183358 4254544919 2025-11-14 2024 2025-03-06 01:10:19Z JONATHAN PLEGER PO BOX 7936 OLYMPIA WA 98507 9038823 0 X WWW.MORNINGSIDESERVICES.COM X 1963 WA ASSIST INDIVIDUALS WITH DISABILITIES FIND EMPLOYMENT AND PROVIDE ON-SITE EMPLOYMENT SUPPORT. 10 10 153 10 0 0 547496 477403 8008292 8161643 318079 26885 254055 372842 9127922 9038773 0 0 0 0 6837689 7045133 0 0 9894 1286766 1949714 8124455 8994847 1003467 43926 11038129 18491426 4064779 9959615 6973350 8531811 X MORNINGSIDE PROVIDES THE TRAINING, COACHING, AND EMPLOYMENT SERVICES THAT BUILD THE SELF-SUFFICIENCY AND SELF-ESTEEM OF PEOPLE WITH DISABILITIES. 0 0 3909404 5630184 INDIVIDUAL EMPLOYMENT PROGRAM: WE EVALUATE, TRAIN, PLACE AND SUPPORT PEOPLE WITH DISABILITIES IN INTEGRATED JOBS IN THEIR COMMUNITIES. INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE AN UNDER-UTILIZED WORK FORCE OF RELIABLE AND DEPENDABLE WORKERS WHO HAVE THE CAPACITY TO CONTRIBUTE VALUABLE SERVICES TO THE COMMUNITIES WHERE THEY LIVE. YET BARRIERS TO THEIR EMPLOYMENT ARE FORMIDABLE. MORNINGSIDE'S INDIVIDUAL EMPLOYMENT PROGRAM IS COMMITTED TO HELPING PEOPLE WITH DISABILITIES SECURE TRANSFORMATIONAL JOBS AND BE AS SELF-SUFFICIENT AS POSSIBLE. AS AN AGENCY THAT PROVIDES INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES, WE HAVE SOME OF THE BEST EMPLOYMENT OUTCOMES FOR PEOPLE WITH DISABILITIES IN THE STATE OF WASHINGTON. WE RECEIVE REFERRALS FROM BOTH THE DIVISION OF VOCATIONAL REHABILITATION AND THE DEVELOPMENTAL DISABILITIES ADMINISTRATION EACH MONTH, EXCEED PLACEMENT OUTCOMES EACH YEAR AND PROVIDE EXCEPTIONAL, QUALITY SERVICES TO CLIENTS IN OUR COMMUNITY ON A REGULAR BASIS. MORNINGSIDE SUPPORTS A LIVING WAGE AND DOES NOT PLACE CLIENTS IN SUB-MINIMUM WAGE POSITIONS. 1227897 757282 FOUNDATIONAL COMMUNITY SUPPORTS (FCS) PROGRAM: MORNINGSIDE'S FOUNDATIONAL COMMUNITY SUPPORTS IS A PROGRAM OFFERING BENEFITS FOR SUPPORTED HOUSING AND SUPPORTED EMPLOYMENT FOR APPLE HEALTH-ELIGIBLE BENEFICIARIES WITH COMPLEX NEEDS. MORNINGSIDE WORKS WITH HOUSING AND EMPLOYMENT PROVIDERS TO HELP OUR CLIENTS FIND AND MAINTAIN JOBS, ACQUIRE STABLE, INDEPENDENT HOUSING, AND GAIN THE NECESSARY SKILLS TO BE SUCCESSFUL. 1118100 946744 PRE-EMPLOYMENT TRANSITION SERVICES (PRE-ETS) PROGRAM: MORNINGSIDE SEEKS TO DEVELOP AND LEAD SUCCESSFUL WORKFORCE DEVELOPMENT STRATEGIES FOR YOUTH AND YOUNG ADULTS AGED 14-22 WITH ACTIVE IEP OR 504 PLANS. THROUGH THESE EFFORTS, YOUTH AND YOUNG ADULTS WILL GAIN WORK READINESS TRAINING, WORK EXPERIENCE, PREPARE FOR POSTSECONDARY EDUCATION AND/OR CONNECT WITH INDUSTRY-FOCUSED EDUCATION AND TRAINING PROGRAMS. OUR PRE-ETS PROGRAM PROVIDES WORKPLACE READINESS TRAINING, WORK-BASED LEARNING, SELF-ADVOCACY, INCLUDING PAID INTERNSHIPS. 558196 854498 COMMUNITY PROTECTION PROGRAM:MORNINGSIDE'S COMMUNITY PROTECTION PROGRAM ENABLES INDIVIDUALS WHO REQUIRE SPECIALIZED SUPPORT AND SUPERVISION TO WORK SAFELY IN THEIR COMMUNITIES. THE PROGRAM SERVES OFFENDERS WITH DEVELOPMENTAL DISABILITIES WHO ARE ENROLLED IN WASHINGTON'S COMMUNITY PROTECTIONPROGRAM THROUGH DSHS. THE COMMUNITY PROTECTION PROGRAM IS HIGHLY REGARDED NATIONALLY AND WAS THE FIRST TO BE APPROVED BY THE FEDERAL GOVERNMENT TO RECEIVE MEDICAID WAIVER FUNDING. MORNINGSIDE HAS BEEN OFFERING THESE SERVICES SINCE 1993, LONGER THAN ANY EMPLOYMENT PROVIDER IN OUR STATE. IN ADDITION TO THE MORE TRADITIONAL TASKS OF A JOB DEVELOPER, COMMUNITY PROTECTION JOB DEVELOPERS PROVIDE OUTREACH TO COMMUNITY EMPLOYERS AND ASSIST INDIVIDUALS WITH DISCLOSING INFORMATION TO ENSURE SAFETY. MORNINGSIDE STAFF PARTICIPATE IN TREATMENT TEAM MEETINGS FOR EACH INDIVIDUAL WHERE WE DISCUSS EFFORTS TO REDUCE SUPERVISION AND RESTRICTION OF RIGHTS, TERMED "REDUCTIONS AND ADVOCATE FOR CLIENT RIGHTS IN EVERY POSSIBLE APPROACH. THEY WORK COLLABORATIVELY WITH THE TREATMENT TEAM TO IDENTIFY EMPLOYMENT SETTINGS THAT ASSIST CLIENTS IN REACHING SUCCESS AND HELPING THEM TO BE AS INDEPENDENT AS POSSIBLE. WE ARE PROUD OF THE PROGRESS CLIENTS MAKE IN OUR CREATIVE PROGRAM. 558196 854498 6813597 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 27 0 153 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X MICHAEL COLLINS 3609430512 PO BOX 7936 OLYMPIA WA 98507 JENNICA MACHADO BOARD CHAIR 2.00 0.00 X X 0 0 0 AMY BUCKLER BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 BRIDGET LOCKLING BOARD SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 BRETT DEROUSIE TRUSTEE 1.00 0.00 X 0 0 0 BRAD HOOPER TRUSTEE 1.00 0.00 X 0 0 0 ALANA NEAL TRUSTEE 1.00 0.00 X 0 0 0 HOLLY JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL CADE TRUSTEE 1.00 0.00 X 0 0 0 JASON ROBERTSON TRUSTEE 1.00 0.00 X 0 0 0 AARON STEELE TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN PLEGER PRESIDENT/CEO 40.00 0.00 X 152657 0 21198 MICHAEL COLLINS VP FINANCE/CFO 40.00 0.00 X 73359 0 9723 JAIME BRITTON COO 40.00 0.00 X 132397 0 15177 DONALD HAYDEN CIO 40.00 0.00 X 117197 0 18808 475610 0 64906 3 0 1 0 JC RICHARDS CONSTRUCTION 120 N TACOMA AVE TACOMA WA 98403 CONSTRUCTION 251414 1 477403 477403 TRAINING SERVICES 611710 6132934 6132934 EVALUATION SERVICES 812900 2028709 2028709 8161643 117 117 331650 0 331650 331650 331650 26818 50 0 -50 26818 26768 26768 SUBSIDIARY MANAGEMENT 561000 27065 27065 IT CONSULTING 541519 10167 10167 COMMUNITY OUTREACH 813319 3960 3960 41192 9038773 8188708 0 372662 540426 409373 130459 594 5063070 3835276 1222225 5569 70767 53606 17083 78 962884 729385 232440 1059 407986 309049 98488 449 52548 39805 12685 58 73101 55374 17647 80 13138 9952 3172 14 71057 53825 17154 78 81735 61914 19731 90 739543 560204 178526 813 271698 205811 65588 299 225011 170446 54318 247 96748 73287 23355 106 BUILDING MAINTENANCE 46555 35265 11239 51 EQUIP. RENTAL/MAINT. 33077 25056 7985 36 TAX, LICENSES & PERMITS 32096 24313 7748 35 EQUIPMENT PURCHASES 11147 8444 2691 12 202260 153212 48822 226 8994847 6813597 2171356 9894 1354466 814492 815519 985307 147021 2609430 133842 98079 9438668 860211 8350894 8578457 210976 2152155 25411 3253506 11038129 18491426 369110 488389 3695669 6353426 0 3117800 4064779 9959615 X 6885822 8316811 87528 215000 6973350 8531811 11038129 18491426 43926 1514535 0 X 0 0 0 X 976234 152671 139057 547496 477403 2292861 976234 152671 139057 547496 477403 2292861 322119 1970742 19529 20867 18402 159957 331767 550522 98054 78239 213417 95705 41192 526607 3369990 35175997 0.58480 0.60000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 823648 823648 1440704 64622 1376082 7045172 666445 6378727 129144 129144 0 8578457 INVESTMENT IN SUBSIDIARIES 2152155 F 2152155 RIGHT OF USE ASSETS 2876725 DUE FROM SUBSIDIARIES 376781 3253506 DUE TO SUBSIDIARIES 268695 LEASE LIABILITY 2849105 3117800 X X X 0 0 0 0 0 0 0 0 0 JONATHAN PLEGER PRESIDENT/CEO 152657 0 0 0 0 0 10802 0 10396 0 173855 0 0 0 FORM 990, PART I, LINE 6: VOLUNTEERS WHO ASSISTED WITH OUR EVENTS, INCLUDING OUR VOLUNTEER-BASED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE VP OF FINANCE, BY THE COO, AND BY THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES IN ADVANCE OF ANY ACTION TO BE TAKEN ON ANY ISSUE. ANY TRUSTEE MAY REPORT TO THE EXECUTIVE COMMITTEE ANY SITUATION THAT CREATES A REAL OR APPARENT CONFLICT OF INTEREST. THE PRESIDENT/CEO NOTIFIES THE EXECUTIVE COMMITTEE OF ANY SITUATION THAT MAY CREATE A REAL OR APPARENT CONFLICT OF INTEREST BETWEEN THE TRUSTEE AND THE AGENCY. IF A CONFLICT IS FOUND, THE BOARD OF TRUSTEES MEMBER MUST RECUSE HIMSELF OR HERSELF FROM DISCUSSING OR VOTING ON SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE EVALUATION/COMPENSATION COMMITTEE, COMPRISED OF CURRENT AND FORMER BOARD CHAIR AND TRUSTEES, MEETS AND EVALUATES THE PERFORMANCE OF THE PRESIDENT/CEO. MARKET SURVEYS ARE OBTAINED AND USED AS COMPARATIVE DATA FOR REVIEWING COMPENSATION PAID TO THE PRESIDENT/CEO. THE COMMITTEE WILL THEN RECOMMEND TO THE FULL BOARD A COMPENSATION PACKAGE FOR THEIR APPROVAL. THE PRESIDENT/CEO CONDUCTS ANNUAL PERFORMANCE EVALUATION AND REVIEWS THE COMPENSATION OF KEY EMPLOYEES. MARKET SURVEYS ARE OBTAINED AND USED AS COMPARATIVE DATA FOR REVIEWING COMPENSATION PAID TO KEY EMPLOYEES OF THE ORGANIZATION. THE MOST RECENT COMPENSATION REVIEW WAS CONDUCTED IN EARLY 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. LEGION WAY HOLDINGS LLC 809 LEGION WAY OLYMPIA WA 98501 861773641 OFFICE ADMINISTRATION WA 192300 1511843 MORNINGSIDE 6TH AVENUE HOLDINGS LLC 1601 6TH AVENUE OLYMPIA WA 98405 861697439 OFFICE ADMINISTRATION WA 299029 326623 MORNINGSIDE VALLEY STREET HOLDINGS LLC 113 W VALLEY STREET OLYMPIA WA 98362 861915617 OFFICE ADMINISTRATION WA 36015 578999 MORNINGSIDE BUSINESS CENTER OWNERS ASSOCIATION 809 LEGION WAY SE OLYMPIA WA 98507 263158248 BUSINESS CONDOMINIUM OWNERS WA MORNINGSIDE C 196870 404549 0.60000 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0