Nonprofit · EIN 91-0575957
FRANKE TOBEY JONES
Tax-exempt · TACOMA, WA 98407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $22,768,009 | $22,022,426 | $745,583 | $53,736,688 | $29,017,938 | $24,718,750 |
| December 31, 2024 | 990 | $21,613,889 | $22,130,143 | -$516,254 | $53,368,848 | $29,043,278 | $24,325,570 |
| December 31, 2023 | 990 | $19,385,335 | $20,793,632 | -$1,408,297 | $53,247,979 | $29,457,961 | $23,790,018 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $362,035
- of which government grants
- $58,658
- Program service revenue
- $21,520,065
- Investment income
- $885,909
- Net gain from sales of assets
- $592,799
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $305,638
- Compensation of officers, directors and key employees
- $302,955
- Other salaries and wages
- $8,821,715
- Salaries, compensation and benefits (total)
- $10,897,009
- Professional fundraising fees
- $0
- Legal fees
- $15,464
- Accounting fees
- $96,919
- Occupancy
- $1,840,051
- Travel
- $27,886
- Depreciation
- $2,664,066
- Program services (functional)
- $18,291,205
- Management and general (functional)
- $3,555,916
- Fundraising (functional)
- $175,305
Balance sheet and other
- Total assets, start of year
- $53,368,848
- Total assets, end of year
- $53,736,688
- Total liabilities, end of year
- $29,017,938
- Net assets, end of year
- $24,718,750
- Land, buildings and equipment
- $39,490,370
- Publicly traded securities
- $5,613,639
- Net assets without donor restrictions
- $21,369,005
- Net assets with donor restrictions
- $3,349,745
- Gross receipts
- $23,540,536
- Employees
- 241
- Volunteers
- 225
- Year formed
- 1924
- 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 |
|---|---|---|---|---|
| JUDITH DUNN | PRESIDENT/CEO Trustee or director, Officer | 40 | $281,681 | $22,535 |
| ROBERT BECKHAM | COO Highest-paid employee | 40 | $203,997 | $15,585 |
| SHELIA MCDONOUGH | DIRECTOR OF CLINICAL SERVICES Highest-paid employee | 40 | $151,047 | $23,903 |
| KEVIN REED | NIGHT SHIFT NURSE SUPERVISOR Highest-paid employee | 53 | $120,391 | $33,286 |
| ROXANNE REFFUSCHINNI | CNA Highest-paid employee | 88 | $139,896 | $4,254 |
| ANGELA COLBERT | DIRECTOR HR Highest-paid employee | 40 | $119,083 | $15,888 |
| MARCIE LAZZARI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY UNRUH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BZ ZENCZAK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA MAIL | SECRETARY/RESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAITLIN BUTNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLAIRE GRIFFIN | DIRECTOR/RESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES HUSHAGEN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET KRUZEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG LANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEG NUNNALLY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES PLOURDE | DIRECTOR Trustee or director | 1 | $0 |
| KATE RYNOLDS | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| KATHY TROTTER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY WATTS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUDITH DUNN | PRESIDENT/CEO Trustee or director, Officer | 40 | $258,005 | $21,506 |
| ROBERT BECKHAM | COO Highest-paid employee | 40 | $171,247 | $15,140 |
| SHELIA MCDONOUGH | DIRECTOR OF CLINICAL SERVICES Highest-paid employee | 40 | $143,274 | $25,853 |
| VIVIENNE ROGERS | RESIDENT CARE SUPERVISOR - MC Highest-paid employee | 40 | $114,035 | $20,438 |
| KARINA BERNAL | CNA Highest-paid employee | 61 | $118,408 | $13,058 |
| TYLER ROGERS | LPN Highest-paid employee | 46 | $117,350 | $1,749 |
| MARCIE LAZZARI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY UNRUH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BZ ZENCZAK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA MAIL | SECRETARY/RESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAITLIN BUTNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLAIRE GRIFFIN | DIRECTOR/RESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES HUSHAGEN | DIRECTOR/RESIDENT Trustee or director | 1 | $0 | $0 |
| JANET KRUZEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEG NUNNALLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES PLOURDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY TROTTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY WATTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUDITH DUNN | PRESIDENT/CEO Trustee or director, Officer | 40 | $233,850 | $16,732 |
| ROBERT BECKHAM | COO Highest-paid employee | 40 | $166,195 | $14,892 |
| SHELIA MCDONOUGH | DIRECTOR OF CLINICAL SERVI Highest-paid employee | 40 | $139,827 | $10,445 |
| DIANA RHODES | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $115,547 | $12,145 |
| KARINA BERNAL | CNA Highest-paid employee | 70 | $114,775 | $10,602 |
| JAMES HUSHAGEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARCIE LAZZARI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BZ ZENCZAK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA MAIL | SECRETARY/RESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CLAIRE GRIFFIN | DIRECTOR/RESIDENT Trustee or director | 1 | $0 | $0 |
| JANET KRUZEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEG NUNNALLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY TROTTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY UNRUH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY WATTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5340 N BRISTOL ST, TACOMA, WA 98407-2204
- Principal officer (990 for 2025)
- JUDY DUNN, 5340 N BRISTOL ST, TACOMA, WA 984072204
- Signed the 990
- JUDY DUNN, PRESIDENT AND CEO
- Phone
- (253) 752-6621
- Website
- WWW.FRANKETOBEYJONES.COM
- Return prepared by
- RSM US LLP
Mission
TO ENRICH AND EXTEND THE QUALITY OF LIFE FOR SENIORS IN OUR COMMUNITY. AS A NON-PROFIT ORGANIZATION WE PROVIDE SENIOR RESIDENTIAL SERVICES, A SUPPORTIVE CONTINUUM OF CARE, AND INNOVATIVE COMMUNITY OUTREACH. (SEE LISTING OF FTJ'S CORE VALUES ON SCHEDULE O)
Program accomplishments
- IN EXISTENCE FOR ALMOST 100 YEARS, FRANKE TOBEY JONES OFFERS A FULL SPECTRUM OF QUALITY HOUSING, SERVICES AND PROGRAMS, INCLUDING SKILLED NURSING CARE. AS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), FTJ SERVES AS MANY AS 330 SENIORS AND EMPLOYS A STAFF OF APPROXIMATELY 170. SITUATED ON TWENTY ACRES OF BEAUTIFULLY LANDSCAPED GROUNDS, FTJ OFFERS A COMPLETE RANGE OF LIVING ACCOMMODATIONS FOR SENIORS WITH VARYING NEEDS SUCH AS DUPLEX OR APARTMENT LIVING TYPE UNITS FOR INDEPENDENT RETIREES; ASSISTED LIVING AND MEMORY SUPPORT FOR THOSE WHO NEED EXTRA CARE AND SERVICES IN THEIR APARTMENTS; AND RESIDENTS REQUIRING SKILLED NURSING ARE PROVIDED 24-HOUR CARE BY A STAFF OF MEDICAL PROFESSIONALS. FTJ ALSO OFFERS AN ARRAY OF COMMUNITY PROGRAMS, ARTS AND CULTURAL EVENTS, AS WELL AS NUMEROUS EDUCATIONAL AND SOCIAL ACTIVITIES.Expenses $17,507,879 · revenue $21,472,671
- FRANKE TOBEY JONES IS COMMITTED TO MAINTAINING AS RESIDENTS THOSE WHO HAVE BEEN ADMITTED TO FTJ BUT WHO SUBSEQUENTLY BECOME UNABLE TO PAY. WITH THAT GOAL IN MIND, THE CHARITABLE SUBSIDY PROGRAM WAS INSTITUTED TO PROVIDE FOR THE HOUSING AND CARE OF THOSE RESIDENTS WHO BECOME UNABLE TO MEET ALL OF THEIR FINANCIAL OBLIGATIONS TO FTJ FOR THEIR RESIDENCY AND CARE. THE PROGRAM ENABLES THESE RESIDENTS THE ABILITY TO STAY IN THEIR HOMES AND CONTINUE TO ENJOY THE QUALITY OF LIFE THEY HAVE COME TO KNOW. IN THE LAST 15 YEARS ALONE, FTJ HAS PROVIDED MORE THAN $4.4 MILLION FOR SUBSIDY RECIPIENTS. THE NUMBER OF THOSE ON THE PROGRAM HAS VARIED WITH AS MANY AS NINE RESIDENTS IN A GIVEN YEAR.Expenses $305,638 · grants $305,638
- THE SENIOR WELLNESS PROGRAM ASSISTS SENIORS 55 AND OLDER IN KEEPING HEALTHY AND ACTIVE. THE PROGRAM OFFERS A HOLISTIC, PREVENTATIVE WELLNESS PROGRAM THAT IMPROVES QUALITY OF LIFE TO OVER 750 INDIVIDUALS, BOTH RESIDENTS AND THE COMMUNITY. THE WELLNESS CENTER AT FTJ HOUSES A FULLY EQUIPPED WORKOUT ROOM WITH CERTIFIED INSTRUCTORS AND A PERSONAL TRAINER. THE CENTER ALSO HOSTS THE ANNUAL SENIOR WELLNESS WALK & HEALTH FAIR. NOT ONLY FOR RESIDENTS, STAFF AND THE COMMUNITY, LOCAL VENDORS ARE ALSO INVITED TO PARTICIPATE, OFFERING PRODUCTS AND SERVICES TO PROMOTE THE HEALTH & WELL-BEING OF THOSE PARTICIPATING.Expenses $220,021 · revenue $35,050
- POINT DEFIANCE-RUSTON SENIOR CENTER HAS BEEN OPERATED BY FTJ SINCE 1998. THE MISSION OF THE CENTER IS TO DELIVER QUALITY SERVICES THAT PROMOTE GROWTH AND INDEPENDENCE AMONG THE SENIOR COMMUNITY. SERVING ALMOST 1,500 SENIORS, THE CENTER PROVIDES EDUCATIONAL AND WELLNESS PROGRAMS, SUCH AS SPANISH CLASSES, DANCE LESSONS, YOGA AND INFORMATIONAL SPEAKERS, ALONG WITH A MEAL SITE PROGRAM MONDAY THROUGH FRIDAY. ALMOST 4,000 MEALS WERE SERVED TO LOCAL SENIORS, MANY OF WHOM ARE ON A FIXED INCOME. BEGINNING MID-2023, FRANKE TOBEY JONES TOOK OVER THE OPERATIONS OF THE BEACON AND LIGHTHOUSE SENIOR CENTERS SERVING AN ADDITIONAL 500 SENIORS IN THE TACOMA COMMUNITY.Expenses $166,462 · revenue $12,344
- SENIOR UNIVERSITY, THE ONLY PROGRAM OF ITS KIND IN PIERCE COUNTY, OFFERS A WIDE SPECTRUM OF EDUCATIONAL, CULTURAL, SOCIAL AND WELLNESS PROGRAMMING WITH A FOCUS ON SENIOR INTEREST TOPICS. CLASSES, HELD ON CAMPUS, ARE OFFERED IN PARTNERSHIP WITH LOCAL COLLEGES AND UNIVERSITIES, MUSEUMS AND CULTURAL ORGANIZATIONS AND LOCAL BUSINESSES, SERVING ALMOST 550 RESIDENTS AND COMMUNITY SENIORS ALIKE. MOST COURSES ARE FREE OF CHARGE AND OFFERED AS A PUBLIC SERVICE.Expenses $91,205
- FRANKE TOBEY JONES PROVIDED ON-SITE MEETING SPACE AND THE USE OF ITS FACILITIES AT NO CHARGE TO OTHER NON-PROFIT ORGANIZATIONS. THE ESTIMATED VALUE OF THE USE OF ITS FACILITIES AND SPACE WAS $726,987 SERVING APPROXIMATELY 12,336 INDIVIDUALS.RESIDENTS, STAFF, AND COMMUNITY SUPPORTS OF FRANKE TOBEY JONES LOGGED APPROX. 6,767 VOLUNTEER HOURS, PROVIDING TIME, LEADERSHIP, AND GUIDANCE TO COMMUNITY-BASED ORGANIZATIONS. THE VOLUNTEER HOURS HAD AN APPROX. VALUE OF $228,386. FRANKE TOBEY JONES PROVIDED SPONSORSHIPS AND DONATED GOODS AND SERVICES TO VARIOUS PROGRAMS AND EVENTS THAT PROMOTE THE HEALTH AND WELL-BEING OF THE LOCAL COMMUNITIES. APPROX. 575 INDIVIDUALS RECEIVED AN ESTIMATED VALUE OF $44,000 OF DONATED GOODS AND SERVICES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 91-0575957
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P70)
- Assets (IRS master file)
- $53,736,688
- Income (IRS master file)
- $23,540,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $22,768,009 | $22,022,426 | $53,736,688 | XML |
| 990 | December 2024 | $21,613,889 | $22,130,143 | $53,368,848 | XML |
| 990 | December 2023 | $19,385,335 | $20,793,632 | $53,247,979 | XML |
| 990 | December 2022 | $18,172,312 | $20,177,121 | $55,100,583 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 91-0575957).
Questions about FRANKE TOBEY JONES
- What is the EIN of FRANKE TOBEY JONES?
- The employer identification number (EIN) of FRANKE TOBEY JONES is 91-0575957.
- Is FRANKE TOBEY JONES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to FRANKE TOBEY JONES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FRANKE TOBEY JONES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANKE TOBEY JONES 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 FRANKE TOBEY JONES 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 FRANKE TOBEY JONES?
- The 990 for the year ended December 31, 2025 names JUDY DUNN.
- Who are the officers and directors of FRANKE TOBEY JONES?
- The 990 for the year ended December 31, 2025 lists 21 people; 6 received compensation from the organization, the highest $281,681 (JUDITH DUNN, PRESIDENT/CEO).
- How much revenue does FRANKE TOBEY JONES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $22,768,009, expenses of $22,022,426 and total assets of $53,736,688 at year end.
Other nonprofits in TACOMA
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- LUTHERAN COMMUNITY SERVICES NORTHWEST EIN 93-0386860 · last filed 990 for 2025
- ELISEO EIN 91-0963214 · last filed 990 for 2025
- MULTICULTURAL CHILD AND FAMILY HOPE CENTER EIN 35-2266626 · last filed 990 for 2025
- PIERCE COUNTY ALLIANCE EIN 91-0906330 · last filed 990 for 2025
- HOPESPARKS EIN 91-0598103 · last filed 990 for 2024
- TACOMA COMMUNITY HOUSE EIN 91-0570872 · last filed 990 for 2024
- NW FURNITURE BANK EIN 22-3939593 · last filed 990 for 2024