Fred Lind Manor FY2020 filing

Tax-deductible

Bellevue, WA501(c)(3)Since 1945EIN 91-0579225Revenue $4.9M in FY2020

On file with the IRStransformingage.org1980 112th Ave Ne Ste 210, 98004-2940 · Bellevue, WATax-exempt since Mar 1946Publicly supported — 509(a)(2)

This page gets seen. Tell your story. Claim this org.

Fred Lind Manor provides housing and assisted living services to persons 55 and older.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $683K a year · 13% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 5.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $43K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13.1M
131% of total assets
Concern: liabilities are 131% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.9M
Spent
$5.5M
To programs
77%
Net assets
−$3.1M
By yearFY2020–FY2024
Revenue
$4.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.9M
FY2021$5.7M
FY2022$5.1M
FY2023$5.6M
FY2024$5.6M
FY2024$6.8M
Expenses
$5.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.5M
FY2021$5.5M
FY2022$5.8M
FY2023$6.6M
FY2024$6.8M
FY2024$8.3M
Net assets
−$3.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$3.1M
FY2021−$3.1M
FY2022−$4.3M
FY2023−$5.1M
FY2024−$5.9M
FY2024−$7.1M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $4.2M Management & general 23% · $1.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$0Pt VII · Sec A
Treasurer & CFO
$0Pt VII · Sec A
Secretary (through March 2020)
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chair & Director
$0Pt VII · Sec A
Vice Chair & Chair
$0Pt VII · Sec A
Director & Vice Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Fred Lind Manor executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers housing and assisted living for seniors aged 55 and older.

Questions for Fred Lind Manor

Tap to ask. Fred Lind Manor sees how many people are interested.

Your first name shows with your question. Fred Lind Manor answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $4.2M · in their own filed words · FY2019
01

Fred lind manor provides exemplary housing, healthcare and programming for up to 86 seniors that is compassionate and affordable, that maximizes the spiritual, intellectual, emotional and physical quality of life and encourages independence and productivity.

$4.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$43K
Grants paid · 1 grant · $585K · 2024–2024
Transforming AgeWA · FY2024$585,068

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.9M
Ln 12
Fees for servicesLn 2g$4.8M
Investment incomeLn 3$65K
Gifts and grantsLn 1h$61K
Money outPt IX
$5.5M
Ln 25
Programscol B$4.2M
Managementcol C$1.3M
Owns and owesPt X
−$3.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.6M
Total assetsLn 16$10.0M
LiabilitiesLn 26$13.1M
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$61K
Fees for servicesLn 2g$4.8M
Investment incomeLn 3$65K
Other incomeLn 4–11$8K
Gains on assetsLn 7$3K
Total revenueLn 12$4.9M
Assets in detailPt X, end of year
CashLn 1$374K
SavingsLn 2$2.2M
Cash and savings togetherLn 1–2$2.6M
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$5.4M
Other assetsLn 15$66K
Total assetsLn 16$10.0M
LiabilitiesLn 26$13.1M
Net assetsLn 32−$3.1M
OperationsPt I, VI
EmployeesI 5122
VolunteersI 610
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.3M$2.6M
InvestmentsLn 11–13$1.7M$1.9M
Land, buildings, equipmentLn 10c$5.6M$5.4M
Total assetsLn 16$8.8M$10.0M
LiabilitiesLn 26$11.4M$13.1M
Net assetsLn 32−$2.6M−$3.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$2.4M$2.0M$394K
Pension plan contributionsLn 8$35K$29K$6K
Other employee benefitsLn 9$340K$283K$57K
Payroll taxesLn 10$174K$144K$30K
Management feesLn 11a$358K$358K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$63K$29K$33K
Advertising and promotionLn 12$51K$5K$46K
Office expensesLn 13$32K$19K$14K
Information technologyLn 14$23K$8K$14K
OccupancyLn 16$378K$235K$143K
TravelLn 17$5K$4K$2K
Conferences, conventions and meetingsLn 19$24K$5K$19K
InterestLn 20$412K$412K
Depreciation, depletion and amortizationLn 22$502K$502K
InsuranceLn 23$75K$75K
Other expenses (24a–d)Ln 24$562K$527K$35K
All other expensesLn 24e$109K$55K$54K
Total functional expensesLn 25$5.5M$4.2M$1.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.6M$6.8M−$1.2M−$5.9M 990 PDF
FY2023 $5.6M$6.6M−$1.1M−$5.1M 990 PDF
FY2022 $5.1M$5.8M−$699K−$4.3M 990 PDF
FY2021 $5.7M$5.5M$162K−$3.1M 990 PDF
FY2020 Viewing $4.9M$5.5M−$588K−$3.1M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $4,946,492 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$60,650
I-9 Program service revenuePrior year $4,486,550$4,812,141
I-10 Investment incomePrior year $183,224$65,467
I-11 Other revenuePrior year $54,390$8,234
I-12 Total revenuePrior year $4,724,164$4,946,492
I-13 Grants and similar amounts paidPrior year $389$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,835,684$2,924,765
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,274,994$2,609,896
I-18 Total expensesPrior year $5,111,067$5,534,661
I-19 Revenue less expensesPrior year −$386,903−$588,169
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,946,492 across 8 lines filed
VIII-1d Related organizations$60,000
VIII-1f All other contributions, gifts and grants$650
VIII-1h Total contributions, gifts and grants$60,650
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,686,310 · Excluded from tax $125,831$4,812,141
VIII-3 Investment incomeExcluded from tax $62,942$62,942
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,525$2,525
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $8,234$8,234
VIII-12 Total revenueRelated to mission $4,686,310 · Unrelated business $0 · Excluded from tax $199,532$4,946,492
Part IX · Statement of functional expenses $5,534,661 across 20 lines filed
IX-7 Other salaries and wagesPrograms $1,980,574 · Management $394,379$2,374,953
IX-8 Pension plan contributionsPrograms $29,189 · Management $5,846$35,035
IX-9 Other employee benefitsPrograms $283,399 · Management $56,915$340,314
IX-10 Payroll taxesPrograms $144,086 · Management $30,377$174,463
IX-11a Management feesManagement $358,365$358,365
IX-11b Legal feesManagement $1,763$1,763
IX-11c Accounting feesManagement $7,266$7,266
IX-11f Investment management feesManagement $7,148$7,148
IX-11g Other fees for servicesPrograms $29,165 · Management $33,358$62,523
IX-12 Advertising and promotionPrograms $5,023 · Management $46,335$51,358
IX-13 Office expensesPrograms $18,716 · Management $13,779$32,495
IX-14 Information technologyPrograms $8,368 · Management $14,455$22,823
IX-16 OccupancyPrograms $234,853 · Management $142,800$377,653
IX-17 TravelPrograms $3,770 · Management $1,575$5,345
IX-19 Conferences, conventions and meetingsPrograms $4,833 · Management $19,359$24,192
IX-20 InterestPrograms $412,137$412,137
IX-22 Depreciation, depletion and amortizationPrograms $501,675$501,675
IX-23 InsuranceManagement $74,748$74,748
IX-24 Other expenses (24a–d)Programs $526,756 · Management $35,043$561,799
IX-24e All other expensesPrograms $54,571 · Management $54,035$108,606
IX-25 Total functional expensesPrograms $4,237,115 · Management $1,297,546 · Fundraising $0$5,534,661
Part X · Balance sheet $10,035,892 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $565,757$374,189
X-2 Savings and temporary cash investmentsStart of year $694,606$2,190,724
X-4 Accounts receivableStart of year $97,990$67,761
X-9 Prepaid expenses and deferred chargesStart of year $73,270$30,176
X-10c Land, buildings and equipment, netStart of year $5,587,769$5,435,776
X-11 Publicly traded securitiesStart of year $1,736,294$1,871,381
X-15 Other assetsStart of year $41,490$65,885
X-16 Total assetsStart of year $8,797,176$10,035,892
X-17 Accounts payable and accrued expensesStart of year $1,195,231$1,145,394
X-25 Other liabilitiesStart of year $1,919,480$2,262,829
X-26 Total liabilitiesStart of year $11,421,568$13,140,918
X-27 Net assets without donor restrictionsStart of year −$2,624,392−$3,105,026
X-32 Total net assets or fund balancesStart of year −$2,624,392−$3,105,026
X-33 Total liabilities and net assetsStart of year $8,797,176$10,035,892
Part XI · Reconciliation of net assets −$3,105,026 net assets at year end
XI-1 Total revenue$4,946,492
XI-2 Total expenses$5,534,661
XI-3 Revenue less expenses−$588,169
XI-4 Net assets at start of year−$2,624,392
XI-5 Net unrealized gains (losses) on investments$107,535
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$3,105,026

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.