2026-09-08T11:25:22-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2025-01-01 911293400 MARTHA AND MARY HOME AND COMMUNITY SERVICES MART 3607797500 PO BOX 127 POULSBO WA 983700127 LYNETTE LADENBURG CEO 3607797500 2026-09-01 1 KURT BENNION CPA P01469618 4252506100 2026-09-01 2025 MARTHA AND MARY AT HOME DAVID DE BRUYN PO BOX 127 POULSBO WA 983700127 346607 0 4103 X WWW.MARTHAANDMARY.ORG X 1984 WA PROVIDES QUALITY, COMPASSIONATE IN-HOME AND COMMUNITY-BASED SERVICES FOR SENIORS AND FAMILIES. 13 13 14 16 0 0 0 0 499984 321037 1011 24932 1333 638 502328 346607 0 0 0 0 436099 322496 0 0 3581 89938 88681 526037 411177 -23709 -64570 706920 642893 14147 14690 692773 628203 MARTHA AND MARY HOME AND COMMUNITY SERVICES PROVIDES QUALITY, COMPASSIONATE, IN-HOME AND COMMUNITY-BASED SERVICES TO HELP SENIORS REMAIN INDEPENDENT AND SUCCESSFUL IN THEIR PREFERRED HOME SETTING FOR AS LONG AS POSSIBLE. 0 0 348447 0 321037 MARTHA AND MARY HOME AND COMMUNITY SERVICES PROVIDES NON-MEDICAL IN-HOME CARE SERVICES PRIMARILY FOR THE ELDERLY AND DISABLED. WE ALSO PROVIDE TEMPORARY ASSISTANCE WITH ACTIVITIES OF DAILY LIVING TO POST-REHAB PATIENTS AND RESPITE FOR FAMILY CAREGIVERS.CARE MANAGERS COUNSEL SENIORS AND FAMILY MEMBERS ON THE OPTIONS FOR CARE AND THE TYPES OF CARE THAT CAN BE PROVIDED BY OTHER PROFESSIONALS. OUR GOAL WITH CARE COORDINATION IS TO ASSIST THEM TO PROMOTE HEALTH AND WELLNESS, MAINTAIN PERSONAL DIGNITY, AND MAKE THE MOST EFFICIENT AND TIMELY USE OF AVAILABLE RESOURCES. 348447 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 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 1 1 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELLEN OCONER 3607797500 PO BOX 127 POULSBO WA 983700127 LYNETTE LADENBURG CEO 1.00 39.00 X 0 218031 15148 CHRISTOPHER VERNON-COLE COO 1.00 39.00 X 0 147036 10102 KATIE CRAIN PRESIDENT 0.30 1.20 X X 0 0 0 DAVID DE BRUYN VICE PRESIDENT 0.30 1.20 X X 0 0 0 LINNEA CHU SECRETARY (THROUGH APRIL 2025) 0.30 1.20 X X 0 0 0 DAN GOTTLIEB TRUSTEE & SECRETARY 0.30 1.20 X X 0 0 0 BILL BAIRD TRUSTEE 0.30 1.20 X 0 0 0 JOHN BROCK TRUSTEE (AS OF JUNE 2025) 0.30 1.20 X 0 0 0 BILL CRABTREE TRUSTEE 0.30 1.20 X 0 0 0 ALAN CRAIN TRUSTEE 0.30 1.20 X 0 0 0 SHERRY GUTIERREZ TRUSTEE (THROUGH APRIL 2025) 0.30 1.20 X 0 0 0 CHRISTINA HUGHES TRUSTEE 0.30 1.20 X 0 0 0 KYLE KINCAID TRUSTEE 0.30 1.20 X 0 0 0 LINDSEY LIND TRUSTEE (THROUGH APRIL 2025) 0.30 1.20 X 0 0 0 MARILYNN MAAS-JONES TRUSTEE (AS OF APRIL 2025) 0.30 1.20 X 0 0 0 KEVIN MORAN TRUSTEE (AS OF APRIL 2025) 0.30 1.20 X 0 0 0 LYNN NORDBY TRUSTEE 0.30 1.20 X 0 0 0 DIANA SMELAND TRUSTEE 0.30 1.20 X 0 0 0 0 365067 25250 0 0 1 0 0 HOME CARE SERVICES 621610 321037 321037 321037 18172 18172 6760 0 6760 6760 6760 GROUP RETRO REBATE 900099 638 638 638 346607 321037 0 25570 252790 223149 27588 2053 289 255 32 2 49323 43540 5382 401 20094 17738 2193 163 13671 8165 5438 68 5228 3122 2080 26 3562 2127 1417 18 2780 2299 433 48 9163 7495 1510 158 10520 8699 1638 183 1871 1547 291 33 2320 1919 361 40 600 173 427 9477 2863 6614 BAD DEBT EXPENSE 20860 17249 3248 363 TAXES AND LICENSES 7205 6930 275 0 DUES AND SUBSCRIPTIONS 1424 1177 222 25 411177 348447 59149 3581 531962 613304 407 408 165454 23774 8197 5107 1800 1500 900 300 706920 642893 14093 13828 54 862 14147 14690 X 692773 628203 692773 628203 706920 642893 -64570 0 X X 0 1 X 1 0 X 112916 117257 230173 1006669 628372 500818 499984 321037 2956880 1289 918 1333 638 4178 1119585 746918 501736 501317 321675 3191231 0 0 0 3191231 2744 509 1011 18172 22436 2744 509 1011 18172 22436 1119585 749662 502245 502328 339847 3213667 0.99300 0.99890 0.00700 0.00110 X 1800 1500 300 300 INTERCOMPANY PAYABLE 862 862 X 339847 0 339847 6760 6760 346607 404318 0 404318 6859 6859 411177 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS WITH THE U.S. AND VARIOUS STATE AND LOCAL GOVERNMENTS. THE ORGANIZATION IS SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES OF THESE GOVERNMENTS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS OF EACH JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS 6,760. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS 6,760. CAPITAL CONTRIBUTIONS 99. 0 0 0 0 0 0 0 0 0 LYNETTE LADENBURG CEO 0 218031 0 0 0 0 0 0 0 15148 0 233179 0 0 CHRISTOPHER VERNON-COLE COO 0 147036 0 0 0 0 0 0 0 10102 0 157138 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS ESTABLISHED BY MARTHA AND MARY LUTHERAN SERVICES, A RELATED ORGANIZATION. MARTHA AND MARY LUTHERAN SERVICES USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. COMPENSATION SURVEY OR STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE PRESIDENT, VICE PRESIDENT AND SECRETARY. THE EXECUTIVE COMMITTEE MEETS UPON CALL FOR THE PURPOSE OF PERFORMING BUSINESS THAT CANNOT WAIT FOR THE ACTION OF THE BOARD, AND TO CONSULT WITH OR ASSIST THE CEO AND/OR ADMINISTRATOR IN THE PERFORMANCE OF THEIR RESPECTIVE DUTIES. ANY ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED FOR RATIFICATION AT THE NEXT MEETING OF TRUSTEES AND, IF INDICATED, MAY BE REPORTED SOONER BY MAIL. TWO MEMBERS OF THE COMMITTEE CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 2 ALAN CRAIN AND KATIE CRAIN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT FUNCTIONS ARE PERFORMED BY MARTHA AND MARY LUTHERAN SERVICES. FORM 990, PART VI, SECTION A, LINE 6 MARTHA AND MARY HOME AND COMMUNITY SERVICES (MMHCS) IS A SUBSIDIARY OF MARTHA AND MARY LUTHERAN SERVICES (MMLS). WHILE MMLS IS NOT DEFINED AS A MEMBER OR STOCK HOLDER IN THE ORGANIZATIONAL DOCUMENTS, MMLS "HAS THE RIGHT TO PARTICIPATE" IN THE GOVERNANCE OF MMHCS AND AS A RESULT IS CONSIDERED A "MEMBER" FOR PURPOSES OF THIS QUESTION. FORM 990, PART VI, SECTION A, LINE 7A MARTHA AND MARY LUTHERAN SERVICES, AS THE PARENT CORPORATION, ELECTS ALL THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B MARTHA AND MARY HOME AND COMMUNITY SERVICES IS A SUBSIDIARY OF MARTHA AND MARY LUTHERAN SERVICES. THERE ARE DEFINED "SUBSTANTIAL ISSUES" THAT MUST BE APPROVED BY THE PARENT CORPORATION. THESE "SUBSTANTIAL ISSUES" INCLUDE: A) ACQUISITION OR SALE OF REAL PROPERTY, B) CORPORATE BORROWING WHICH IS OR WILL BE SECURED BY A MORTGAGE, DEED OF TRUST, OR OTHER ENCUMBRANCE ON CORPORATE REAL PROPERTY, C) DISSOLVING THE CORPORATION, OR D) SALE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED THE FORM 990 PRIOR TO THE COMPLETED FORM BEING SUBMITTED TO THE BOARD. A SUBCOMMITTEE OF THE BOARD UNDERTOOK A SPECIFIC REVIEW OF THE FORM 990 AND PROVIDED ITS RECOMMENDATION FOR APPROVAL TO THE ENTIRE BOARD. THE FORM 990 WAS APPROVED BY THE BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS NOT ESTABLISHED A CONFLICT OF INTEREST POLICY OF ITS OWN; HOWEVER, IT HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, MARTHA AND MARY LUTHERAN SERVICES (MMLS). THE MMLS CONFLICT OF INTEREST POLICY IS AS FOLLOWS: EACH YEAR AND UPON SELECTION OF THE BOARD, ALL TRUSTEES AND EMPLOYEE OFFICERS ARE REQUIRED TO COMPLETE A FORM STATING THAT THEY UNDERSTAND THE POLICY AND THAT THERE HAS BEEN NO CONTRAVENTION OF THE POLICY BY THEMSELVES OR FAMILY DURING THE YEAR, OR IF THERE WAS A CONFLICT, IT WAS FULLY DISCLOSED AT THE TIME. IN THE CASE OF A CONFLICT, TRUSTEES WILL RECUSE THEMSELVES. TRUSTEES AND ALL EMPLOYEES, INCLUDING EMPLOYEE OFFICERS, ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICT OF INTERESTS WHENEVER THEY ARISE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER CONFLICTS EXIST AND REVIEWS ACTUAL CONFLICTS OF INTEREST TO DETERMINE APPROPRIATE ACTION. ALSO, EACH YEAR PRIOR TO THE PREPARATION OF THE FORM 990, ALL TRUSTEES AND EMPLOYEE OFFICERS WHO SERVED DURING THE YEAR ARE PROVIDED WITH A QUESTIONNAIRE SPECIFICALLY TAILORED TO THE REQUIREMENTS OF FORM 990. FORM 990, PART VI, SECTION B, LINE 15 THE FILING ORGANIZATION DOES NOT PROVIDE A SALARY TO THE CEO. INSTEAD, THE CEO RECEIVES COMPENSATION FROM THE PARENT ORGANIZATION, MARTHA AND MARY LUTHERAN SERVICES (MMLS). THE BOARD PERSONNEL COMMITTEE FOR MMLS SETS THE COMPENSATION PACKAGE FOR THE CEO UTILIZING COMPENSATION BENCHMARKS AND ADDITIONAL PARAMETERS RELATED TO THE CONSTRAINTS OF BOARD-APPROVED BUDGET GUIDELINES. MMLS SETS AND PAYS THE COMPENSATION FOR KEY EMPLOYEES AND OTHER OFFICERS. THE CEO AND HUMAN RESOURCES DIRECTOR UTILIZE BOTH BENCHMARKS FROM LEADINGAGE WASHINGTON AND THE CONSTRAINTS OF BOARD APPROVED BUDGETS TO ESTABLISH A STARTING WAGE AND DETERMINE A FAIR AND EQUITABLE WAGE RANGE FOR OUR OFFICER AND KEY EMPLOYEE POSITIONS WITHIN MARTHA AND MARY. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL INFORMATION IS PUBLISHED IN OUR ANNUAL REPORT AND IS DISTRIBUTED TO OUR SUPPORTERS AND THE GREATER COMMUNITY. AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR SELECTING AN INDEPENDENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR. MARTHA AND MARY LUTHERAN SERVICES PO BOX 127 POULSBO WA 98370 910567265 PROVIDE EXECUTIVE MANAGEMENT, FUNDRAISING SERVICES AND ADMIN SUPPORT WA 501(C)(3) LINE 7 N/A 0 MARTHA & MARY CHILDREN'S SERVICES PO BOX 127 POULSBO WA 98370 911916806 CHILDCARE AND EDUCATION FOR CHILDREN WA 501(C)(3) LINE 10 MARTHA AND MARY LUTHERAN SERVICES 0 MARTHA & MARY HEALTH SERVICES PO BOX 127 POULSBO WA 98370 943229627 SERVICES TO THE ELDERLY - REHAB AND SKILLED NURSING WA 501(C)(3) LINE 10 MARTHA AND MARY LUTHERAN SERVICES 0 MARTHA AND MARY EBENEZER SERVICES PO BOX 127 POULSBO WA 98370 911249343 SENIOR INDEPENDENT HOUSING WA 501(C)(3) LINE 10 MARTHA AND MARY LUTHERAN SERVICES 0 VILLAGE GREEN KINGSTON ASSOCIATES LLLP PO BOX 127 POULSBO WA 98370 263242661 DEVELOPMENT OF LOW INCOME SENIOR HOUSING WA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0