Sustaining Community
2014 ANNUAL REPORT
2014 Board of Trustees
Message from the President:
OFFICERS
Working Together for Growth and Positive Change
Karen Lane,
President
Jim Fitzgerald,
Vice President
Susan Duffy,
Secretary
Bob Cline,
Treasurer
Fletch Waller,
Past President
TRUSTEES
Bill Andersen
Ann Brand
Margaret Burke
Richard Counts
Julius Debro
Mike Denton
Tom Garland
Ned Lange
David Okimoto
Kathleen Paul
Kathy Turner
OUR MISSION
Horizon House is a dynamic
retirement community dedicated to
dignified aging, life fulfillment, and
service to the broader community.
2
My two years as President of the Board of Trustees of Horizon House
has been a time of great change and great personal fulfillment—all
because of the remarkable group of people who make up the fabric
of this extraordinary community.
Working together in 2014, we have identified opportunities for growth
and positive change and have moved forward with thoughtfulness
and resolve. This past year, with Horizon House’s help, a community
board was formed to plan and develop a village called Wider Horizons, part of our commitment to
seniors in the broader community in need of services, socialization, and education. We also made
significant progress, thanks to a terrific team of staff and residents, on new information technology
strategies, including providing Wi-Fi seamlessly throughout the building—a convenience and savings
for residents. We’ve begun to tackle the enormously important issue of income inequality by taking
a first, but decisive, step toward our commitment to bringing our lowest paid staff up to $15 per
hour. Finally, we’ve addressed the need for new Supported Living apartments and repairs to the
façade of the West Wing in a cost-effective and timely manner.
This past year also marked an important milestone for Horizon House as our CEO, Bob Anderson,
who has served this organization with such commitment, grace, and skill, announced his retirement
effective June 2015. His 16+ years at the helm have seen the transformation of Horizon House
into a nationally recognized Continuing Care Retirement Community, with a strong balance
sheet, a caring culture, and an outstanding record of community engagement. The Board moved
immediately to begin the process of finding his replacement, which will be announced in the spring
of 2015.
In everything we do, my fellow board members and I are guided by our commitment to the financial
health of the gracious space that is Horizon House, by our sense of our mutual interdependence,
and by our gratitude for the opportunity to belong to, and serve, a community like ours.
Karen Lane,
Board President
Horizon House | 2014 Annual Report
Message from the CEO:
Leadership Team
Looking Back at 2014 – Moving On
Bob Anderson,
Chief Executive Officer
By almost any measure, 2014 was a fulfilling year for all of us in the
Horizon House community, a year of accomplishments to celebrate,
as well as surprises and challenges to embrace. We feel especially
good about resident satisfaction survey results that indicated
an overall 90% satisfaction rating! Horizon Home Care in just its
second year of operations achieved a positive bottom line and an
important role serving residents as they “age in place.” We continued
to creatively express our commitment to the broader community
of Seattle through our Community Grants Program, our sponsorship of the Northwest Center for
Creative Aging, and ongoing encouragement and support of Seattle’s new virtual village for older
adults, Wider Horizons, which is scheduled to open in the spring of 2015.
Jackie Claessens,
Community Relations and
Marketing Officer
The financial results chronicled in this annual report reveal outstanding operational performance.
Our operating margin of about 7% provided needed resources for some of the unplanned capital
needs that emerged in 2014—expansion of Supported Living apartments and remediation of the
exterior façade of the West Wing. Both of these major projects are well underway, on schedule and
on budget at this time. It is our commitment to and practice of shared leadership among executives,
staff, board members, and resident leaders that have enabled us to embrace these challenges and
to produce these positive results. In fact it is this tradition of “living and working together in the
spirit of community” that is the essential ingredient of our success and satisfaction, now and into the
future.
Cathy Capers,
Director of Human Resources
As I prepare to transition from my 16+ years as CEO of this remarkable community of Horizon
House, I am filled with gratitude for everything that has been given to me by my many mentors—
board members, staff, and most specially the literally thousands of residents who opened their
homes and hearts to me and shared their lives in sometimes very intimate ways—all of whom
inspired me to deepen my conviction to serve this community. A colleague recently shared the
following motto; when I heard it I realized how much I have tried to live by this philosophy of life:
Love people. Serve people. Add value. Have fun!
Ed Mawe,
Chief Operations Officer
Mike Ostrem,
Chief Financial and
Technology Officer
Lauri Warfield-Larson,
Health Services Officer
Peggy Bush,
Director of Marketing
Brad D’Emidio,
Director of Building Services
Brian Hultz,
Director of Resident Services
Julie Jorgensen,
Director of Nursing
Marcus Kollmai,
Director of Dining Services
Hollis Palmer,
Director of Communication
Troy Schneiter,
Information Services
Network Engineer
Christine Seymour,
Controller
I am so very optimistic about the future of Horizon House because of the many people here who
practice this way of being. Blessings to you all!
Pamela Tazioli,
Director of Philanthropy
Bob Anderson,
Chief Executive Officer
OUR VISION
Horizon House | 2014 Annual Report
Horizon House is the model urban
community of choice, recognized as
the leader in creative aging.
3
Bob Anderson’s Legacy
Proposed expansion and
modernization proceeds
Phase II begins, with
relocation of North Wing
residents to Park Place;
demolition of North
Wing; shoring up of
Central Tower
Underwriting/sponsorship
relationship with KCTS begins,
underscoring commitment to the
local community
Bob Anderson welcomed as CEO
North Tower completed
and occupation begins
Long-range expansion plan developed to demolish
old North Wing and erect new North Tower; project
put on hold due to 9/11 and economic downturn
Leadership
Development Program
for management staff
gets underway
Vision for expansion still
alive: Preliminary plans for
new North Tower proceed,
along with pioneering
new concept of continuing
care, “Supported Living,”
allowing residents to
remain in their apartments
and age in place
1998
4
2001
New 2007-2017
Strategic Plan
completed, with a
vision of becoming
the model urban
community of
choice, recognized
as the leader in
creative aging
New North Tower rises
2003
2004
2005
2006
2007
Horizon House | 2014 Annual Report
Northwest Center for Creative Aging
created: Presenting programs and
experiences that engage and inspire
adults as they age
Horizon Home
Care created: A
complete home
care service
that allows
Horizon House residents to remain
in their independent apartments
New Community Grants Program implemented
to fund nonprofit organizations, fulfilling strategic
goal of service to the broader community
Bob Anderson
receives LeadingAge
WA Award of Honor
for leadership in
creating the future of
aging services
Annual fundraising
campaign, Partners in
Caring, begins
Horizon House rebranded with new
logo and tagline: Live creatively
Bob Anderson co-founded CSSC, the CHHSM
Senior Services Collaborative: A venture
of senior services leaders that serves as an
incubator for innovations in the field of aging
2008
2009
Horizon House | 2014 Annual Report
2010
Two major construction projects
launched: Supported Living expansion
and West Wing façade remediation
Phase III of expansion (South
Campus remodel) completed
Endowment Fund grows to $10.8M
Bob Anderson and 10 CEOs
nationwide founded Senior
Living Consortium (now
known as Novare) to share
best practices and develop
projects that add value to
senior living communities
2012
Bob Anderson announces his
retirement, effective June 2015
2013
2014
5
Community Grant
Recipients
Elderwise
First Hill Improvement Association
Jim Ellis Freeway Park
Mary’s Place
Northwest Center for
Creative Aging
Plymouth Housing
Seattle University
Social Accountability and Diversity
Horizon House has provided “service to the
broader community” since its inception. That
commitment was made even more tangible
by a Board-approved Community Grants
Program, which in 2014 donated $70,000 to
seven nonprofit organizations aligned with our
mission and values and whose programs and
services enhanced the lives of older adults in
our community.
Residents and staff volunteered their time
at a wide variety of organizations, ranging
from the “Lunch Bunch” who feed residents
at the Anne and Langdon Simons Senior
Apartments; to the knitters and seamstresses
who provide warm clothing to Harborview
Hospital, Plymouth Housing, and Mary’s Place;
to the group who organized the donation
of 50 Thanksgiving dinner baskets to needy
families whose children attend Bailey Gatzert
Elementary School. In 2014 that volunteer time
totaled 2,450 hours.
In response to the strategic goals surrounding
social accountability, Horizon House launched
a multi-year diversity initiative in 2014. We
formed a Diversity Sub-Committee (of the
Board Community Relations Committee),
chaired by Board member Julius Debro, with
the participation of a group of dedicated
residents. The group established a charter
“to enhance the resident diversity at Horizon
House,” created a values and goals statement,
and developed a work plan, which included
community outreach, new advertising and
communications, and cultural awareness
training for residents, Board, and staff.
Horizon House also donated meeting space
to neighbors and community nonprofits, such
as the First Hill Improvement Association, the
League of Women Voters, the Parkinson’s
Support Group, Virginia Mason Hospital,
Plymouth Church, and the Northwest Center for
Creative Aging, which is housed on our campus.
6
Horizon House | 2014 Annual Report
Community Partners in Focus
Mary’s Place
Mary’s Place—an organization that helps homeless women and children reclaim their lives through food,
medical care, hygiene facilities, job and housing referrals—was one of our 2014 Community Grant recipients.
Mary’s Place serves 3,000 women annually, including 400 seniors. Our grant focused on their Senior
Assistance Program, which provides nursing care, coverage of move-in expenses, co-pays for prescription
drugs, and reduced-fare monthly bus passes. While visiting Horizon House to describe how our grant funding
was used, Marty Hartman, Mary’s Place Executive Director, passed along these thanks from a client,
“Mary’s Place feeds me. They helped me find a home. They got me my medication. Mary’s Place saves my life
every day.”
Elderwise
Elderwise, an adult day center located within Horizon House, offers programs of cultural enrichment to
seniors, as well as professional education. In 2014 Elderwise used their Horizon House Community Grant to
provide scholarships to low-income seniors who attended the day program. Our support has also allowed the
organization to expand its reach in the Greater Seattle community, touching the lives of additional seniors with
dementia, as well as their care partners. Elderwise collaborated with the Frye Museum in “here:now,” an arts
engagement program; Momentia Day Camp at Camp Long, a program of guided walks, watercolor painting,
and sing-alongs; and Cinema Café at the Central Cinema, an opportunity to enjoy silent films and wonderful
food and drink.
Wider Horizons
In 2014, Horizon House helped facilitate the early development and planning of a Village for seniors in central
Seattle. Such villages, which number about 150 across the country, are membership organizations that provide
services and socialization to help seniors “age in place,” in their own homes. In 2014, a Village Community
Board was formed, chaired by veteran social services leader David Okimoto and comprised of seven members
representing a cross-section of central Seattle residents. Following incorporation, the Wider Horizons Board
hired Denise Klein, formerly Executive Director of Senior Services, as Executive Director. Together they’ve
defined geographic boundaries for membership and services. Plans are underway to further define those
services and develop funding sources. Fifty-eight charter members have already been recruited in anticipation
of a total of 100 members being enrolled by the projected opening in mid-2015.
Horizon House | 2014 Annual Report
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Horizon House Heritage Society
The Heritage Society was established in 2004 to recognize those who have made a philanthropic
commitment to Horizon House through a planned gift. These friends make deferred gifts of all
sizes, either to support benevolent care or to help wherever the need is greatest. In planning for
their own futures with contributions, the individuals listed here have helped Horizon House plan
for its future as well.
Heritage Society 2014
I think that it is possible
for anyone to run out of
money. I wouldn’t want
anyone to have to leave
Horizon House after it
becomes their home.
– Mary Totten, resident
8
Anonymous
Verneil Aitken
Bob and Julie Anderson
Dick and Laurie Anderson
E. Lucille Becker*
Wilfred and Margaret Bolton
Trusts
Ann Brand
Violette Carlson
Richard* and Cassandra
Carothers
Bob and Judy Cline
Roy* and Nancy Cope
Fred Cox
W. Dean* and Louise*
Edmundson
Darline Fravel*
Richard W. Garlichs
Jack* and Mary Geoffroy
John* and Margaret* Gibson
Adeline Gold*
Ida Kay Greathouse*
Dorothy Griffin*
Allan and Nenette* Harvey
Alice Hedberg *
Irene C. Heninger
Lars Hennum*
Madge Hislop
Tom* and Margaret* Hodnett
Robert* and Patricia Hunt
Floyd and Barbara Hutton
Esther Instebo*
Norman* and Jane Hastings
Johnston
Floyd Jones
Roger Jones*
Jeannette Kahlenberg
Charles* and Jane Kippenhan
Phyllis Lamphere
Karen E. Lane
Irene Liu
John and Viola Loflin
Jack and Ingrid Lynch
Jerry Meharg
Howard and Audrey Mendenhall
Bonnie E. Miller
Margaret Dora Morrison
Arno and Gretel* Motulsky
Irene Mounsey
Grace B. Eligian Park*
Holace I. Perry*
Elsie Pipe*
Della Ramsden
Charles and Doris Ray
Nancy Robinson
Elizabeth Rosenthal*
Ib and Ellen Rossen
Ann Sandstrom
Lawrence Schmitz*
Langdon and Anne* Simons
Maryann Spangler
Olga Stewart
Ray* and Ruby* Strand
William* and Mary Totten
Harriet Trabert
Jim Travis
William and Kathleen Trier
Doris Waggoner
Robert* and Rachel Waggoner
Betty Wagner
Fletch Waller, Jr. and Ann Janes-
Waller
Ann White*
Robert* and Mary* Withers
* Deceased
Horizon House | 2014 Annual Report
Horizon House | 2014 Annual Report
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Gifts with a Future Impact – Endowment Funds
An endowment is a permanent and stable fund whose principal is invested in perpetuity and only
the interest and earnings are spent. Different from the funds raised through an annual campaign,
endowment gifts truly keep on giving. Through the generosity of Horizon House residents, families,
and friends, the endowment has grown to $10,800,000.
Residents Assistance Endowment
Secures the future, ensuring that no resident will ever have to leave Horizon House due to lack of
financial resources.
Heritage Society
Celebration
In late November, the Philanthropy
Program gathered 55 guests to
celebrate those who have made
planned gifts to further the
mission of Horizon House. Donors,
trustees, and friends indulged in
decadent appetizers, beverages,
and chocolates. We enjoyed
the music of John Carrington,
harpist. Enrique Cerna, broadcast
journalist, shared his wisdom about
the power of philanthropy in our
greater community.
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Quality of Resident Life Endowment
Provides for the areas of greatest need at Horizon House. The funds are considered “unrestricted”
because gifts are made without any condition or designation. The Board of Trustees therefore has
discretion to support projects or improvements to the Horizon House community as needs arise.
Entrance Assistance Endowment
Used for those new residents who do not have enough assets to qualify for the entrance fee.
Named Endowments
If a donor chooses to make a contribution of $25,000 or more, the donor may name an endowment
in honor of him or herself or a loved one.
I’ve seen what Horizon House does for
others, and I’d like to pay that forward.
– Jerry Meharg, resident
Horizon House | 2014 Annual Report
Gifts with an Immediate Impact
Residents Assistance Fund
Established in 1967 by some of our first residents and developed to assist neighbors at Horizon
House who have outlived their assets. This fund is central to our mission and ensures that our
financially vulnerable residents will never have to leave their homes due to lack of financial
resources, giving them emotional security and peace of mind. In 2014 Horizon House granted
$768,400 to assist 11 residents in need.
Employee Education Fund
Used to enhance the professional and technical expertise of Horizon House employees. The fund
provides financial assistance for continuing education that goes above and beyond the training
provided by Horizon House. In 2014 Horizon House distributed $21,800 to 19 employees for
professional development.
Quality of Resident Life Fund
An unrestricted fund used to support the areas of greatest need at Horizon House. This fund
provides the Board of Trustees the resources to support projects or improvements to our
community as needs arise. This fund is considered “unrestricted” because it is made without any
condition or designation.
We are neighbors, and
neighbors help each other.
– Ib and Ellen Rossen, residents
Horizon House uses a portion of these funds to maintain its popular GEM Grants Program which
supports projects initiated by residents and staff. In 2014, $55,800 was allocated to support the
following enhancements to Horizon House living.
• Stage Unit for Performance Hall
• Cook-to-Order [Table-Side] Station
• Weight Rack for Wellness Center
• Refurbishment of the E-Level Entry
• Planters and Shelves for C-Level Gardens
• Display Case for Resident Art Work
• Serger Machine for Sewing Room
• Dampp Chaser™ for Grand Piano
• Resident Library Computers
Horizon House | 2014 Annual Report
• Aroma Therapy Project for Memory
Support Residents
• Outdoor Chair Cushions for the Parkview
Terrace
• Garden Refurbishment of the Parkview
Terrace
• Music Therapy Project for Memory
Support Residents
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Annual Giving
Our donors help perpetuate our “Partnership in Caring” and make our
charitable mission possible. We recognize those who made a gift in
2014 below.
Anonymous (30)
Maid Adams
Sue Adams
Dorlene Agenbroad
Verneil Aitken
Louise Alburas
Marjorie Aldrich
Mia Alexander
Margaret Almen
William and Mary Ann Andersen
Bob and Julie Anderson
Dick and Laurie Anderson
Holly Anderson
12
Robert and Betty Anderson
Shirley Anderson
Warren and Anne Anderson
Lyle and Betty Appleford
Harry and Merrily Applewhite
Donald Armitstead
Therese Arntz
Lee and Jan Atherton
Mary Ellen Ayres
Mary Bakke
Carol Batchelder
Rosemary Bauer
Ruth Anna Bayless
Sam and Ardis Beard
Harold Beebe
Mae Benne
Hilda Blaikie
Mary Jo Blazina
Beverly Bodansky
Vernon L. Bolton and Penelope
Pickering Bolton
Helen Louise Bottomly
Inez Bowman
Elizabeth Boylston
Ann Brand
Robert Branigin
James and Ina Bray
Phillip and Beverly Brazeau
Eugenia Brennan*
Brent Brentnall
Nancy Brett
Drucilla Briggs
Kathryn Britton
Joy Bryant*
Ann Buckner
Frank and Alberta Budwill
Margaret Burke
Carol Burkhart
C & A In Home Care LLC
Barbara and Lucille Calef Fund
Diane Calvert
Cathy Capers
Al and Ellen Carlin
Jean Carlson
Violette Carlson
Cassandra Carothers
Joan Carpenter*
Cascade Moving & Storage, INC.
Bill Cavender
Midge Chadsey
Barbara Chamberland
Gianni Chatrian and Teresa TroianoChatrian*
Teruko Chin
Frances Chinn
Jacqueline Claessens
Mary Q. Clark
Thomasina Clarke
John Clement and Judith Strausz Clement
Bob and Judy Cline
Walter and Frances* Cole
Brian T. Coleman
JoAnne Conard
Jerry and Molly Cone
Nancy Cope
Paul* and Helen Cope
Richard Counts
Donald and Marilyn Covey
Robert and Martha Cram
Jean Crill
Crothall Services Group
Robert Crowley
Bill and Sally Cummings
Patricia Curran
Elizabeth Davis
Graham* and Beverley Davis
Horace Dawson Foundation
Kenneth and Barbara Dean
Horizon House | 2014 Annual Report
Julius Debro
Stephen DeForest
Clyde Diemer
Ann Dittmar
Hugh and Judy* Doerschuk
Marty Douglas
Lyla P. Doyle
Susan G. Duffy
Gail Durham
Jean Durning
George Dvorak
Sylvia Eben*
Betty Eberharter
Roy and Diane Edfast
Louise Edmunds
Nancy Edquist
Jane Eggers
Peter and Cami Elbow
Alvin and Ruth Eller
Michael and Julia Eulenberg
Nancy Federici
Jean Fisken
Bob Fitzgerald and Helen Bereiter
Jim and Pat Fitzgerald
Ruth Fliegel
Eleanor Fordyce
Russ and Nancy Fosmire
Shirley Fox
Barbara Frederick
Phil and Hedy Fredrickson
Patricia Fritz
Suzanne Gardon
Tom and Tracy Garland
Richard Garlichs
Barbara Garlid
Horizon House | 2014 Annual Report
Mary Geoffroy
Genevra Gerhart
Barbara Glicksberg
Park and Shirley Gloyd
The Golm Charitable Foundation
Bill Graham and Mamie Rockafellar
Lotte Graham
Jeffrey L. Greene
Eileen Gruhn
Terry Gudger
Dorothy Guth
Carl and Alice Gutsche
Phyllis Gustin Haas
Carol Hager*
Bernard and Jean M. Haldane
Designated Fund
Allan Harvey
Frederick and Catherine Hayes
Frances Heaverlo
Jane Hedberg
Ernest and Elaine Henley
Richard and Patricia Henry
Madge Hislop
Ingrid Holmlund and David
Thompson
Leon and Dorothy Hopper
Horizon House Residents’ Council
Carol Hosford
Martha Hsiao
Pat Hsu*
Mary Hudson
Patricia Hunt
Charlene N. Hutchinson
Floyd and Barbara Hutton
Melissa Jackson
Craig Johnson
Dorothy Johnson
Rick and Margaret Johnson
Virginia Johnson
Norman* Johnston and Jane Hastings
Johnston
Floyd Jones
Kizzie Jones
Marjorie Jones
Jeannette Kahlenberg
Bernice Kastner
Kelley-Ross Pharmacy
Ruth Kiemle
Effie Kimball
Gloria Kinney
Margaret Dean Kleyn
Shirley Kohlwes
Jacob and Cynthia Korg
Gary Kuhar
Henry Kuharic
George and Carol Lamb
Phyllis Lamphere
Karen E. Lane
Laurence and Rosalie Lang
Edward and Priscilla Lange
Barbara Laughlin
Patricia Lein
Michael Len
Anne Lester
Sara Levant
Lady Margrit Rosa Lindal
Faye Lindberg
Albert and Ann Linnell
Frank Little and Connie Hellyer
Irene Liu
John and Viola Loflin
Jeanette Lowen*
Norma Luke
Jack and Ingrid Lynch
Mary Beth MacCauley
Janet MacKenzie
Mary Magnano
Annette Markell
Barbara Martyn
Frederick and Jody* Maurer
Edward Mawe
Alice McCully
Craig and Dorothy McGee
Neil and Nancy McReynolds
Renate (Red) McVittie
Jerry Meharg
Howard and Audrey Mendenhall
Carl and Jacklyn Meurk
Bonnie Miller
13
Annual Giving, Continued
Millicent Miller
Nona Minami
Medora Moburg
Mark and Tami Mohr
Roberta Moore
Morrison Senior Living
Margaret Morrison
Alice Moss*
The Arno and Gretel Motulsky
Charitable Fund
Hans and Mary Mueller
Tom Murray
Frances Myers
John and Lee Neff
David and Georgia Nelson
Wesley Neumann
Mary Neumeister
Paul and Linda Niebanck
Frank Nolan
Patricia Novack
Jan O’Connor
Sylvia Odom
David Okimoto
Harold Olsen and Shirley* HollandOlsen
Gordon Orians
Michael and Kristine Ostrem
Simon and Carol Ottenberg
Audrey Owen
Artis Palmer
Hollis Palmer
Vadim and Olga Paretsky
Paul and Helen Parham
14
Paul and Naomi* Pascal
Dorothy Paton
Rick and Kathleen G. Paul
Everett and Andrea Paup
Valerie Payne
Dorothy Pearson
Lois Ann Pearson
Frances O. Pease
Jane Pelly
Kelly Pelz
Margery Perdue
Beth and Wade Perrow
Henry and Janet Perry
James Perry
Ingrid Philbrick
Margery Phillips*
Joy Pickering*
Jane Piehl
Evelyn Pittman
Deirdre Plunkett
Stanley* and Suzanne Pocock
Harry Pratt
Frank Pritchard
Propel Insurance
Paul and Mary Pruitt
Jean Raichle*
Robert and Patricia Raichle, Jr.
Della Ramsden
Risa Ransom
Charles and Doris Ray
Maimu Reinla
William and Elizabeth Rennebohm
Jean Renny
James and Adele Reynolds
Rice Fergus Miller
Glen Rice
Dorothy Richardson
Riddell Williams P.S.
Connie Ritter
Dorothy Roberts
John and Charlotte Robins
Nancy Robinson
Nancy Rodeman
Doris Rolander
Ib and Ellen Rossen
Eric and Margaret Rothchild
Richard and Nancy Rust
Wayne and Ann Sandstrom
Carole Sanford
Saturday Breakfast Group
Lawrence Schmitz*
Nancy Schoettler
Martha Schroeder
Robert and Audrey Seale
J. Randolph and Lynn B. Sealey
Bryce Seidl
Richard Shafer
Sue Shaw
Ruth Shipp-Dart
William and Zoa Shumway
Langdon and Anne* Simons
David Simpson
Jim and Kathy Smith
Norm and Carol Sollie
Gary and Janet Somers
Lee and Joan Soper
SoundMark Wealth Management
Gordon South
Maryann Spangler
Bill and Carolyn Stark
David and Susanne Staton
Naomi Stern
Alexander and Jane Stevens
Olga Stewart
David and Marcie Stone
Christine Swanson
Maurine Swanson
Hideko Tada
Robert and Audrey Tallon
Taylor Family Associates
Pamela Tazioli
Mildred Lounette Templeton
Carnot and Carol Thomas
Margery Thorgrimson
Mary Totten
Harriet Trabert
James Travis
Rae Tufts
Kathy and Greg Turner
Melanie Twohy
Masuye Urata
Julita Valencia
Ed and Patricia Van Mason
Doris Waggoner
Rachel Waggoner
Betty Wagner
Bruce and Judy Walker
Fletch Waller, Jr. and Ann JanesWaller
Horizon House | 2014 Annual Report
Lauri D. Warfield-Larson
Avis Warne
Mary Elizabeth Warren
Wayside United Church of Christ
Ralph and Virginia Wedgwood
Charles and Sarah Lee Weems
Barbara Weinstein
Marjorie Weiss
James and Donna Weller
Constance Wentzel
Livingston Wernecke
Paul and Nancy Wiesner
Robert and Erica Williams
J. Vernon Williams*
Stuart Williamson
John and Virginia Wilson
Thomas Winter and Corinne S.
Thwing
Ethel G. Wittig Fund
Rosamond Wolfe
Evelyn Wong
Jane Worthen
Perry and Kazuko Yano
Endowment Giving
Horizon House received a number of estate gifts in 2014. With gratitude we honor the intention of these generous benefactors.
Bob and Julie Anderson
Margaret Burke
Louise Edmundson*
Adeline Gold*
Lars Hennum*
Horizon House Board of Trustees
Floyd Jones
Phyllis Lamphere
Karen E. Lane
Ned and Priscilla Lange
Howard and Audrey Mendenhall
Miller Johnson Family Fund of RSF
Social Finance
David Miller and Susan Takemoto
Holace I. Perry*
Nancy Robinson
Lawrence Schmitz*
Harriet Trabert
Kathy and Greg Turner
In Memory Of
It is with sympathy and understanding that we share the thoughtful remembrance of those for whom Horizon House received one or more memorial
gifts in 2014.
Jane Adkison*
Gerald “Jerry” Ainsworth*
Joan Carpenter*
Mary Jane Jacobs Clark*
Paul Cope*
Judy Doerschuk*
Margaret Gibson*
Adeline Gold*
Horizon House | 2014 Annual Report
Ray Guth*
Carol Hager*
LLoyd G. Hammel, Jr.*
Ray* and Alice* Hedberg
Pat Hsu*
Agnes “Sally” Kilbourne*
Joan King*
Joan “Jody” Maurer*
Sidney Miller*
Hugo Neupert*
Stanley Owen*
Margery Phillips*
Margaret Joy Pickering*
Elsie Pipe*
Stanley Pocock*
Jeanne Pritchard*
Glenn Rodeman*
Rev. Dr. Roland Schlueter*
Lenore Williams*
Dr. James Wilson*
Johanna “Joekie” Zubko*
* Deceased
15
In Honor Of
Horizon House accepts gifts in honor of family, friends, or special occasions. We would like to
recognize the following individuals for whom we received such tribute gifts in 2014.
• Jerry and Molly Cone
• Alvin and Ruth Eller
• Ned and Priscilla Lange
These Horizon House programs and departments were also honored with tribute gifts in 2014.
• Dining Room
• Employee Emergency Fund
• Gretel C. Motulsky Art Lecture Series
• Supported Living
Horizon House makes every effort to ensure the accuracy of our donor records. Please contact
the Philanthropy Office to report corrections.
It is with great pleasure
that I make my annual gift
in memory of my father.
Please know how much
my family appreciates the
work that Horizon House
does for its residents and
the wider community.
– Resident family member
16
Horizon House | 2014 Annual Report
Horizon House | 2014 Annual Report
17
2014 Consolidated
Financial Statement
(000 omitted)
As of December 31:
2014 was a record year for Horizon
House. Operating performance, as
measured by operating revenue less
operating expense, was a record $1.5
million or 7.09% of revenue. Through a
strong Independent Living apartment
occupancy and Supported Living
census, along with improved expense
management, Horizon House had an
exceptional year while adding value
for residents and maintaining modest
fee increases. We look forward to
continuing to serve future generations
and inspire financial confidence
among all of our constituents.
2014 Revenue by Source
1.2%
0.1%
1.6%
3.5%
7.5%
36.9%
48.1%
0.8%
0.4%
Supported Living
Clinic
Wellness
Independent Living
Food Service
Garage
18
Salon
Transportation
Other
ASSETS
Current Assets
Assets Limited as to Use
Property and Equipment, Net
Other Non-current Assets
Total Assets
2014
$25,102
$21,637
$106,717
$1,038
$154,494
2013
$26,978
$20,635
$107,478
$1,174
$156,265
LIABILITIES AND NET ASSETS
Current Liabilities
Non-current Liabilities
Deferred Revenue from Advance Residency Fees
Total Liabilities
Net Assets
Total Liabilities and Net Assets
$4,231
$84,783
$40,365
$129,379
$25,115
$154,494
$3,992
$88,387
$39,477
$131,856
$24,409
$156,265
STATEMENT OF OPERATIONS
Operating Revenue
Operating Expenses
Net Operating Revenue
Net Operating Margin
Net Non-Operating Revenue
Total Net Operating and Non-Operating Revenue
$22,108
$20,541
$1,567
7.09%
$(1,011)
$556
$20,726
$19,373
$1,353
6.53%
$549
$1,902
2014
$556
$24,409
$(186)
$336
$25,115
2013
$1,902
$21,034
$1,052
$421
$24,409
CHANGE IN NET ASSETS
Change in Unrestricted Assets
Net Assets, Beginning of Year
Change in Temporary Restricted
Change in Permanently Restricted
Net Assets, End of Year
Horizon House | 2014 Annual Report
Residents in Focus
The Residents’ Council is responsible for organizing the myriad
activities that benefit residents, overseeing expenditures, and
representing the interests of the residents to the Horizon House
Board of Trustees and administration. It is incorporated as a
Federal 501(c)(3)nonprofit organization and is funded largely by
the income (over $70,000 in 2014) of the Monday Market—our
extraordinary resident-run second-hand shop. “The Residents’
Council is a hard-working group of elected residents whose job
it is to manage the extraordinarily diverse range of activities that
make this place the rich experience it is,” says Bill Andersen,
President.
The Residents’ Council organizes entertainment, education,
communication, discussion groups, social events, resident
activities and games, and environmental concerns. There are
over 70 standing committees and working groups, covering all
aspects of community life from welcoming new residents, to
celebrating holidays, to conducting public affairs forums, to
performing music and theatre. Rather than relying on a staff
“social director,” the residents themselves drive the activities and
programs that make up the vibrant life at Horizon House. In 2014
the Council voted to expand to 15 members, to open up their
nominating process, and to create two Vice President positions—
one for Administration and one for Programs. The Council also
developed four orientation sessions to introduce new residents
to the Council and its committees. The annual Employee
Recognition Fund, one of the key activities which the Council
administers, collected generous donations from residents that
provided a gift of $975 per full-time employee.
Horizon House | 2014 Annual Report
2014 Residents’ Council
OFFICERS
Bill Andersen,
President
Lou Templeton,
Vice President
Jeannette Kahlenberg,
Secretary
Terry Gudger,
Treasurer
MEMBERS
Fam Bayless
Helen Bottomly
Carol Burkhart
Pat Henry
Frank Little
Dorothy McGee
Simon Ottenberg
Zoa Shumway
Jim Travis
19
Our Values
Caring
Serving the whole person—mind,
body, and spirit—throughout
life’s journey
Collaboration
Achieving goals through
teamwork and alliances in the
broader community
Innovation
Pioneering new ideas to fulfill
our mission
Integrity
Being ethical, open, and honest
Respect
Honoring the diversity and dignity
of all people
Stewardship
Using our human, physical, and
financial resources effectively
Trust
Growing together, relying on
one another, and striving for
common goals
900 University Street
Seattle, WA 98101
206.382.3100
www.HorizonHouse.org