Nonprofit · EIN 91-0570870
JOSEPHINE CARING COMMUNITY
Tax-exempt · STANWOOD, WA 98292
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $32,984,906 | $28,016,233 | $4,968,673 | $117,189,012 | $81,555,738 | $35,633,274 |
| December 31, 2024 | 990 | $26,225,502 | $26,246,007 | -$20,505 | $41,219,133 | $14,383,617 | $26,835,516 |
| December 31, 2023 | 990 | $24,095,525 | $24,660,646 | -$565,121 | $34,640,562 | $8,560,042 | $26,080,520 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $574,785
- of which government grants
- $431,096
- Program service revenue
- $26,447,401
- Investment income
- $5,959,097
- Net rental income
- $3,623
- Net gain from sales of assets
- $4,665,199
- Other revenue
- $3,623
Expenses
- Grants and similar amounts paid
- $8,897
- Compensation of officers, directors and key employees
- $322,043
- Other salaries and wages
- $16,973,580
- Salaries, compensation and benefits (total)
- $19,927,143
- Professional fundraising fees
- $0
- Legal fees
- $2,561
- Accounting fees
- $115,377
- Occupancy
- $1,280,607
- Travel
- $74,336
- Depreciation
- $679,957
- Program services (functional)
- $23,612,924
- Management and general (functional)
- $4,402,243
- Fundraising (functional)
- $1,066
Balance sheet and other
- Total assets, start of year
- $41,219,133
- Total assets, end of year
- $117,189,012
- Total liabilities, end of year
- $81,555,738
- Net assets, end of year
- $35,633,274
- Land, buildings and equipment
- $24,262,121
- Publicly traded securities
- $17,393,940
- Net assets without donor restrictions
- $34,604,858
- Net assets with donor restrictions
- $1,028,416
- Gross receipts
- $43,431,475
- Employees
- 548
- Volunteers
- 35
- Year formed
- 1925
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY ROBERTSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $467,614 | $13,566 |
| EDNA AMES | REGISTERED NURSE Highest-paid employee | 40 | $296,422 | $21,506 |
| ELINA COOPER | REGISTERED NURSE Highest-paid employee | 40 | $294,238 | $0 |
| ALISHA HANSON | REGISTERED NURSE Highest-paid employee | 40 | $234,445 | $27,713 |
| SHANNON ELLERTON | CONTROLLER Highest-paid employee | 40 | $186,539 | $34,451 |
| TERI LINDGREN | ADMINISTRATOR Highest-paid employee | 40 | $201,384 | $17,555 |
| TOM LUCAS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JULIE JOHNSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVE HAYES | VICE CHAIR (THRU 03/25) Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL LARSEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TOM CURTIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JANET BARNES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BARBARA CHRISTOFERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRETT KINNEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERNEST FOSSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTI LAMBING | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL SHOUP | BOARD MEMBER Trustee or director | 2 | $0 |
| IRENE NELSON | BOARD MEMBER Trustee or director | 2 | $0 |
| JILL VAIL | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY ROBERTSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $472,054 | $24,365 |
| EDNA AMES | REGISTERED NURSE Highest-paid employee | 40 | $330,763 | $14,259 |
| ALISHA HANSON | REGISTERED NURSE Highest-paid employee | 40 | $217,779 | $27,041 |
| SHANNON ELLERTON | CONTROLLER Highest-paid employee | 40 | $186,546 | $29,890 |
| ELINA COOPER | REGISTERED NURSE Highest-paid employee | 40 | $185,267 | $0 |
| KIMBERLY COREY | REGISTERED NURSE Highest-paid employee | 40 | $152,033 | $18,745 |
| TOM LUCAS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID HAYES | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL LARSEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TOM CURTIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JANET BARNES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BARBARA CHRISTOFERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERNEST FOSSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIE JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRETT KINNEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KRISTI LAMBING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL SHOUP | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL HUGHES | BOARD MEMBER (THRU 03/24) Trustee or director | 2 | $0 | $0 |
| JIM KARSTETTER | BOARD MEMBER (THRU 04/24) Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY ROBERTSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $298,655 | $58,683 |
| ALISHA HANSON | REGISTERED NURSE Highest-paid employee | 40 | $205,866 | $23,250 |
| EDNA OWUOTH | REGISTERED NURSE Highest-paid employee | 40 | $167,301 | $11,352 |
| KIMBERLY COREY | REGISTERED NURSE Highest-paid employee | 40 | $156,171 | $19,188 |
| LESLIE PALMER | REGISTERED NURSE Highest-paid employee | 40 | $169,162 | $0 |
| ELINA COOPER | REGISTERED NURSE Highest-paid employee | 40 | $151,045 | $0 |
| TOM LUCAS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID HAYES | VICE CHAIR & SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL LARSEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ERNEST FOSSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL HUGHES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM KARSTETTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRETT KINNEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BARBARA CHRISTOFERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL SHOUP | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TOM CURTIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KIMBERLY GEARIETY | BOARD MEMBER (THRU 11/23) Trustee or director | 2 | $0 | $0 |
| LOWELL LARSEN | BOARD MEMBER (THRU 03/23) Trustee or director | 2 | $0 | $0 |
| JOHN LEQUE | BOARD MEMBER (THRU 03/23) Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9901 272ND PL NW, STANWOOD, WA 98292-7449
- Principal officer (990 for 2025)
- TERRY ROBERTSON, 9901 272ND PLACE NW, STANWOOD, WA 98292
- Signed the 990
- TERRY ROBERTSON, CHIEF EXECUTIVE OFFICER
- Phone
- (360) 629-2126
- Website
- WWW.JOSEPHINECC.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
MISSION: JOSEPHINE IS A CAREGIVING COMMUNITY FOR ALL GENERATIONS. VISION: TO BE THE COMMUNITY OF CHOICE WHERE NO ONE IS LEFT UNCARED FOR. VALUES: JOSEPHINE, ROOTED IN GOD'S LOVE, BELIEVES IN:1) EXCELLENCE OF CARE2) A PIONEERING SPIRIT & COURAGE3) RESPONSIBLE STEWARDSHIPWE BELIEVE THAT ALL PEOPLE ARE WORTHY OF EXCEPTIONAL AND COMPASSIONATE CARE IN MIND, BODY, AND SPIRIT. WE HONOR OUR PAST WHILE RESPONDING TO CHANGING NEEDS AND MOVING INTO THE FUTURE. WE STRIVE TO BE PROACTIVE STEWARDS OF ALL POSSIBLE RESOURCES, LEVERAGING THEM TO ENSURE A SUSTAINABLE FUTURE.
Program accomplishments
- SARATOGA TRANSITIONAL REHAB & THE MEADOWS AT JOSEPHINE - *RECEIVED THE HIGHEST RATING FOR A NURSING HOME BY THE FEDERAL GOVERNMENT WITH A "4-5 STAR" RATING.*LISTED IN US NEWS & WORLD REPORT AS A "BEST NURSING HOME"*LISTED AS A "TOP 30 NON PROFIT IN SNOHOMISH COUNTY" BY THE EVERETT HERALD.*RECOGNIZED WITH SENATE RESOLUTION 8741 BY THE WASHINGTON STATE SENATE FOR PROVIDING OVER 100 YEARS OF CARE FOR THE ELDERLY AND CHILDREN. *VOTED "BEST RETIREMENT FACILITY" BY THE STANWOOD-CAMANO NEWS POLL.SKILLED NURSING:OUR "SARATOGA TRANSITIONAL REHAB" SERVICES PROVIDE NURSING AND THERAPY TREATMENT PLANS THAT RETURN OUR PATIENTS HOME SAFE AND AS QUICKLY AS POSSIBLE AFTER THEIR HOSPITAL STAY. WE OFFER INTENSIVE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY IN CONJUNCTION WITH REGISTERED NURSE MEDICAL TREATMENT UNDER PHYSICIAN SUPERVISION.LONG-TERM CARE AND MEMORY CARE RESIDENCE:"THE MEADOWS AT JOSEPHINE" PROVIDES A BROAD RANGE OF CARE SERVICES FOR THOSE WHO ARE VERY FRAIL, WHO HAVE DEMENTIA, OR FOR THOSE WHO ARE PHYSICALLY UNABLE TO CARE FOR THEMSELVES ANY LONGER. WE FOCUS ON MEANINGFUL DAYS. BINGO, FOOT MASSAGES AND QUILTING ARE A FEW OF THE ONSITE ACTIVITIES. OUTINGS TO A LOCAL BEACH OR DINING IN A PREFERRED RESTAURANT ARE REGULARLY SCHEDULED. MEALS ARE THOUGHTFULLY PREPARED AND SERVED WITH A "HOME COOKED" FLAIR. LARGE AND SMALL WORSHIP SERVICES ARE AVAILABLE THROUGHOUT THE WEEK.JOSEPHINE IS UNIQUE AMONG NURSING HOMES FOR ITS INTERGENERATIONAL EMPHASIS. CHILD CARE AND PRESCHOOL TAKE PLACE THROUGHOUT OUR 160 BED NURSING HOME. DAILY INTERACTION BRINGS ENRICHMENT TO THE LIVES OF BOTH RESIDENTS AND CHILDREN.Expenses $18,159,074 · grants $7,647 · revenue $21,178,457
- THE "SUITES" VIBRANT ASSISTED LIVING -RESIDENTS OF JOSEPHINE'S 57 ASSISTED LIVING APARTMENTS RECEIVE COMPREHENSIVE INDIVIDUAL RESIDENTIAL CARE INCLUDING MEALS, HOUSEKEEPING, LAUNDRY SERVICES, ACTIVITIES AND OUTINGS. CERTIFIED NURSING ASSISTANTS ARE STAFFED 24 HOURS A DAY TO PROVIDE PERSONAL CARE ASSISTANCE AS NEEDED. A REGISTERED NURSE IS ALSO AVAILABLE 24 HOURS PER DAY. WE STRIVE TO CREATE AN ENVIRONMENT THAT MEETS THE UNIQUE NEEDS OF EACH INDIVIDUAL, IN A SAFE AND RESPECTFUL MANNER.Expenses $2,983,449 · revenue $3,470,875
- JOSIE'S LEARNING CENTER -JOSIE'S LEARNING CENTER PROVIDES CHILD CARE, PRESCHOOL AND AFTER SCHOOL PROGRAMS FOR MORE THAN 75 INFANT TO SCHOOL AGE CHILDREN. TWENTY-SEVEN CHILDREN ARE ENROLLED IN THE EARLY CHILDHOOD EDUCATION & ASSISTANCE PROGRAM (ECEAP) FOR UNDERPRIVILEGED CHILDREN. MONTESSORI KINDERGARTEN AND PRESCHOOL CLASSES ARE ALSO OFFERED. OUR CHILD CARE PROGRAMS ARE INTEGRATED THROUGHOUT JOSEPHINE'S FACILITY - GIVING CHILDREN AND NURSING HOME RESIDENTS DAILY OPPORTUNITIES FOR INTERGENERATIONAL ACTIVITIES AND LEARNING.Expenses $1,387,964 · revenue $1,509,445
- ADDITIONAL SOURCES OF PROGRAM REVENUE WERE GENERATED FROM THE FOLLOWING:1) HOME CARE SERVICES.2) FEES FOR TRANSPORTATION PROVIDED TO PRIVATE PAY RESIDENTS. 3) QUALITY ASSURANCE DIVIDENDS FOR ADMINISTERING MEDICARE-APPROVED PROGRAM THAT ALLOWS LONG TERM CARE RESIDENTS TO BE SAFELY AND EFFECTIVELY TREATED WITHIN OUR FACILITY RATHER THAN INCURRING A HOSPITAL STAY. OTHER PROGRAM EXPENSES INCLUDED EXPENDITURES FROM JOSEPHINE'S GOOD SAMARITAN FUND ON BEHALF OF RESIDENTS IN FINANCIAL NEED FOR SUCH THINGS AS DENTAL & VISION EXAMS, DENTURE REPLACEMENT, OUTINGS, CLOTHING AND SUBSCRIPTIONS.Expenses $1,082,437 · grants $1,250 · revenue $288,624
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0570870
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Not required (church)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $117,189,012
- Income (IRS master file)
- $43,431,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $32,984,906 | $28,016,233 | $117,189,012 | XML |
| 990 | December 2024 | $26,225,502 | $26,246,007 | $41,219,133 | XML |
| 990 | December 2023 | $24,095,525 | $24,660,646 | $34,640,562 | XML |
| 990 | December 2022 | $22,312,911 | $22,854,469 | $30,161,094 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-0570870).
Questions about JOSEPHINE CARING COMMUNITY
- What is the EIN of JOSEPHINE CARING COMMUNITY?
- The employer identification number (EIN) of JOSEPHINE CARING COMMUNITY is 91-0570870.
- Is JOSEPHINE CARING COMMUNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does JOSEPHINE CARING COMMUNITY file?
- Form Not required (church). Churches are not required to file.
- When is the next return of JOSEPHINE CARING COMMUNITY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE CARING COMMUNITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOSEPHINE CARING COMMUNITY?
- The 990 for the year ended December 31, 2025 names TERRY ROBERTSON.
- Who are the officers and directors of JOSEPHINE CARING COMMUNITY?
- The 990 for the year ended December 31, 2025 lists 19 people; 6 received compensation from the organization, the highest $467,614 (TERRY ROBERTSON, CHIEF EXECUTIVE OFFICER).
- How much revenue does JOSEPHINE CARING COMMUNITY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $32,984,906, expenses of $28,016,233 and total assets of $117,189,012 at year end.
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