The Outlook

THE

Outlook

HORIZON HOUSE MAGAZINE + 2022 ANNUAL REPORT

We’re Engaged!

Resident interests create a dynamic community PAGE 7 News from the House PAGE 1 | Spotlight on Residents PAGE 13 | 2022 Annual Report PAGE 17

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HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

NEWS FROM THE HOUSE

Mike Bids Farewell Mike Ostrem retired as CEO in July 2023 after 10 years of exemplary leadership. Here, he reflects upon the future of Horizon House and what the community has meant to him.

Horizon House has always been about connection, whether through informal chats in our public spaces as people come and go, or the robust planning and participation of residents who organize, manage, and participate in a myriad of activities around our campus.

Mike Ostrem, with Christi Seymour, CFO, and Lauri WarfieldLarson, COO

Horizon House has always been about connection.

The theme of connection has remained crucially important as we take on the boldest project in Horizon House history: a new 33-story West Tower, scheduled to break ground in early 2026 with completion in 2029. This is no ordinary expansion! Many senior living communities build new buildings, but few can do so by integrating them into a cohesive campus. The West Tower expansion will join our Central, East, and North Towers together under one roof. No crossing a courtyard, street, or driving to a central hub for meals and activities. A truly connected campus enhances the vitality of the community experience so important to Horizon House residents—one that is unsurpassed in our area.

The West Tower will also help us grow connection through sustainability. Over its 60+ years, Horizon House has had a long tradition of periodic expansion (most recently in 2008) to meet market demands, be increasingly accessible to those seeking independent living, and appeal to the growing number of older adults. A strong and strategic Board of Trustees, engaged residents, and dedicated management and staff all contribute to our continued success as a leader among senior living communities.

Reflecting on my 10 years with Horizon House, I can’t help but take with me the single most important attribute that residents have demonstrated for successful living—

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

I hope to be as intentional about my retirement years as residents here have been. intentionality. We have choices for living our lives as we age and my experience of Horizon House residents has been one of engaged intentionality. They don’t live their lives accidentally, but purposefully and thoughtfully and we make possible the environment for that to occur. I hope to be as intentional about my retirement years as residents here have been. I wish you all well on your journey and for helping to inform me on how to make my next journey as fulfilling as yours!

FROM THE BOARD PRESIDENT, MIKE MECHAM

Horizon House is proud of its excellent financial and organizational standing, and a sign of our strength is the ability to seamlessly transition to new leadership. Organizations with strong cultures can move fluidly from leadership to leadership because the core beliefs and values are deeply embedded within the organization.

With Mike Ostrem’s retirement, Horizon House was prepared for new leadership with Erica Thrash-Sall joining us as our new CEO in July 2023. Erica brings over 15 years of strategic leadership experience, dedicated to improving the lives and independence of older adults. She inherits the unique culture of engagement that has defined Horizon House for over 60 years and that will lead us into the future: one offering opportunities to broaden our community with more older adults who are interested in a selfdetermined life.

HORIZON HOUSE BOARD OF TRUSTEES

Mike Mecham President

Alex Tibbetts Vice President

Bob George Treasurer

Gary Southerton Secretary

Marcia Almquist Jan Corriston* George Counts, M.D. Susan Duffy* Tom Garland* Yukio Morikubo Deanna Nelson Janell Turner Jim Yearby Harold Zietz * term complete end-2022

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NEWS FROM THE HOUSE

Q&A with Erica Horizon House’s new CEO, Erica Thrash-Sall, is a native of Flint, Michigan, and has deep experience leading senior living communities, most recently as an executive director at Presbyterian Villages of Michigan. During her tenure, Erica was responsible for a $50 million campus improvement project, grew occupancy from 70% to 90%, and vastly improved resident programs.

Erica Thrash-Sall, CEO

What attracted you to the CEO role at Horizon House?

I was looking for an organization that was a representation of where I would like to retire. For me, the five most compelling aspects of Horizon House were the thriving and engaged residents; culture of caring among residents and employees; urban setting; commitment to diversity, equity, inclusion; and strong financial and operational performance.

What helps a senior living community to thrive?

The resident voice is so important along with helping residents to actualize whatever living their best lives means to them. I believe this is a senior community’s purpose.

After your first five months at Horizon House, what are your impressions?

Horizon House is a place of strong integrity that has remained true to its founders’ intentions. Residents are the center of every management decision, and the collaborative relationship between them and the organization is unique. Residents and employees genuinely love being a part of Horizon House.

As an active member of LeadingAge (a national community of nonprofit aging services providers) and founder of the LeadingAge Summer Enrichment Program, what drives your involvement?

I’m honored to have recently been elected to the LeadingAge national board. LeadingAge takes a

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

proactive approach in addressing workforce needs and the beneficial policies required to support America’s growing older adult population. As the founder of the Summer Enrichment Program, I’m glad to have played a part in ensuring workforce racial equity and that people of color in our sector are well positioned to assume executive level roles.

What excites you about the new West Tower expansion of our community?

I am excited about the vitality new residents will bring to Horizon House, along with their talents and interests. We look forward to welcoming the next generation of older adults who will be eager to contribute and participate in our community. The social connection that results is woven into the fabric of Horizon House, and research is proving just how important that is to brain health and an independent lifestyle.

Justice, Equity, Diversity, and Inclusion is important to you as a leader. How do you see these values being further promoted at Horizon House?

We’ve recently created an ad hoc committee focused solely on attracting more people of color to live at Horizon House.

I also want to ensure that we continue recruiting employees from diverse backgrounds, especially when leadership roles are available.

From a management perspective, is Horizon House different from other CCRC communities?

Horizon House isn’t part of a large corporation that provides us with financial support. The ability to make tough decisions while fortifying our financial position is our superpower. It’s the key that allows us to safeguard our unique culture and community, which is the essence of Horizon House. In making big decisions, there is a remarkable level of transparency with residents that I’ve not found elsewhere.

What do you see as the overall opportunities and challenges for older adult communities?

Among senior living community providers, there is much conversation about affiliations, acquisitions, and mergers.

As a single site, this is not the Horizon House path. We are proudly independent, not answerable to shareholders, and able to offer a more individual living experience. By continuing to tell our story, and highlighting the level of community engagement, potential residents will continue to see Horizon House as a place where they can truly thrive.

Horizon House is a place of strong integrity that has remained true to its founders’ intentions.

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NEWS FROM THE HOUSE

How Do We Let Us Count Build Thee? the Ways Creating design plans for Horizon House’s upcoming 33-story, 202 apartment West Tower, has involved stakeholder involvement to a degree unheard of for a project of this magnitude. Eli Lemanski, Director of Construction and Renovations, stresses that, “we design for the enduser. Typical design efficiency would view resident and staff participation as an interruption, but we know that it ensures the best result.”

True to that statement, Eli and Lauren Charbonneau, Construction Liaison, invited residents with relevant professional backgrounds, along with departmental staff, to form West Tower architect rendering ad hoc advisory groups that have been instrumental in contributing to the West Tower’s design.

Foremost among them is the Resident Professional Group (RPG), comprised of architects Jane Hastings, Grant Hildebrand, George Loschky, John Mahlum, and future resident George Suyama. With Horizon House’s intent to pursue “Gold

Certification” from LEED, the most popular green building rating system in the world, the RPG was involved from the earliest stages in architect evaluation. This led to the selection of Mithun, a firm on the forefront of the sustainable design movement, and the 2023 winner of the highest national award for exemplary design and practice from the American Institute of Architects (AIA).

Collaborating with Mithun and Horizon House project development staff, the RPG has lent critical expertise and ongoing guidance in exploring a diversity of design ideas.

The project development team has also worked closely with the Environment Committee, and additional advisory groups regarding interior design, art placement, and biophilic design—a process to increase resident connectivity to the natural environment—along with input on the Freeway Park’s Pigott Corridor.

The team also connected with activity and hobby room chairpersons, and with directors of the Monday Market onsite thrift store. Lauren says, “I’ve been so impressed with the attention to detail that resident and staff representatives have shown for their areas of focus.” The end result? A stunning West Tower, opening in 2029, that will truly serve the needs of the Horizon House community.

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

We’ll Catch You Before You Fall Nationally, about one in four adults aged 65+ report falling each year. When daily functional abilities are disrupted, progressive changes begin to occur with balance and mobility, often leading to increased falls that result in serious injuries and life-changing outcomes.

“Horizon House is committed to supporting the successful aging and safety of all residents and remains focused on their desire to remain as independent and actively engaged as possible,” says Lauri Warfield-Larson, Horizon House COO. This desire is the impetus for our innovative Balance, Exercise, and Mobility (BEAM) Program. BEAM integrates personal fitness initiatives, special training equipment, and a range of lifestyle considerations.

fall risks, further informing BEAM program development.

Using the various components of BEAM equipment is both challenging and enjoyable. For example, the Dividat Senso device connects body and mind simultaneously through “exergames” that address balance, cognitive flexibility, and working memory. Standing on the device platform, a participant chooses from 17 colorful games displayed on a large screen then moves through weight shifts, multidirectional steps, and jumps that increase in difficulty. A regular participant is resident Karen Fearn, who says, “I love working on my balance and brain while having lots of fun—and increasing my score!”

For residents, BEAM begins with a personal consultation and assessment by Wellness Director Andrew Hill, resulting in a holistic and individually tailored program.

Over 100 residents actively participate in BEAM each month, and Andrew notes, “Our integrated and personal approach is scientifically backed and proven to prevent and reduce the falls that can threaten independence.” Horizon House has also teamed with University of Washington’s Master of Occupational Therapy students who have devised the first in a series of targeted, in-depth resident surveys about

Resident Karen Fearn and Wellness Director Andrew Hill

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WE’RE ENGAGED: COMMUNITY LIFE

Residents’ Council: Celebrating 60 Years The Horizon House Residents’ Council celebrated its 60th anniversary in 2022 with a standing room only event.

Throughout the years, the Residents’ Council has consistently provided the remarkable governing, organizational, and budgeting structure for literally hundreds of resident committees that have established, planned, and managed their own programs and activities.

At the event, Residents’ Council president, Elizabeth Hoover, welcomed seven former presidents who shared anecdotes about their leadership terms. One attendee noted that, “this is a story that needs be told frequently, because the residents’ role at Horizon House is unique among retirement communities across the nation.” We couldn’t agree more!

The following pages feature just a few of the 62 resident committees that demonstrate the vitality and passion of the Horizon House community.

2022 RESIDENTS’ COUNCIL Elizabeth Hoover, President May Gerstle, VP Programs Carol Roach, VP Admin Connie Hellyer, Secretary Diane Tinker, Treasurer Joan Bowers, Social Events Beth Davis, Executive Assistant Nancy McReynolds, Employee Recognition Fund Wilton Fowler, Entertainment/Activity Rooms Deanna Nelson, Liaison Judy* Ostrow, Education/Discussion Groups Paul Parham, Environment/Classes Sally Renn, Arts Participation/Games Barbara McHarg and Jennifer Stucker, Monday Market Directors, ex-officio *Deceased

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

Ukulele Power with the String Alongs Bill Andersen, upon completing his term as Residents’ Council President in 2016, didn’t deliver a goodbye speech. Instead, he strummed a ukulele and sang, “Please Don’t Talk About Me When I’m Gone.”

Bill was surprised when fellow residents expressed interest in learning the ukulele, but, he says, “I invited them to gather in a meeting room and play together.” The evolving group, now known as the String Alongs, has continued to regularly perform around Horizon House for a variety of occasions.

In 2019, resident Danie Carr assumed leadership of the String Alongs, which has blossomed from a handful of strummers to its current 25 members. When asked why participation in the group continues to be a popular activity, she and Bill are clear about the benefits: ukuleles are inexpensive, lightweight, easy to learn, and perfect for group playing. “After learning a few chords you’re off and running,” notes Bill. Danie even holds a “boot camp” for musicians to work on skill development.

Even those who’ve never played an

Danie Carr and Bill Andersen

instrument in their lives have taken up the ukulele, but that’s typical of the Horizon House mindset: residents never tire of learning new things and participating to the fullest. Most of all, Danie says, “There is value in playing together as a group, it’s fun and it’s magical.”

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WE’RE ENGAGED: COMMUNITY LIFE

It’s All About Art

Resident and staff original works from the 2023 Art Show

The walls of Horizon House are an eclectic gallery of creativity.

Our collection includes works by Jacob Lawrence and Dale Chihuly; Northwest School artists such as Kenneth Callahan, Mark Tobey, and Helmi Dagmar Juvonen; and an array of pieces by indigenous artists such as Preston Singletary.

The 30 resident-strong Art Committee is chaired by John Pound, who says that members “provide the support in many areas that drive and maintain the wonderful ambience of our campus.”

CURATORIAL Involves care for an inventory of over 800 works, (archived in a catalog) along with evaluation of potential future donations.

ANNUAL ART SHOW A major exhibition of works by talented residents and staff are displayed in a gallery setting in Anderson Hall.

SPEAKING OF ART Invited professional artists such as ceramicist Patty Warashina, painter William Ingham, and cartoonist David Horsey give memorable in-house presentations.

PICTURE OF THE MONTH A rotating exhibit featuring an artwork owned by a resident, along with their curatorial notes, with a supporting thematic display.

COLLECTION CABINET Resident collections of fascinating variety are displayed monthly, accompanied by talks from the collectors themselves.

MUSEUM AND ARTIST STUDIO TOURS Numerous visits each year to local venues, with transportation provided.

DOCENT TOURS Self-guided walking tours to First Hill and nearby neighborhoods, and six sets of in-house tours of the Horizon House art collection.

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

Sustainability at the Forefront The dynamic Environment Committee exemplifies the slogan, “Act Locally, Think Globally”. Through collaboration with management, education, and direct action, “we seek to create a more sustainable living environment at Horizon House,” says Bill Roach, committee chair. This desire is evident in the many ways they impact our community.

The following highlights comprise just a partial list of the Environment Committee’s activities. This group truly demonstrates what “active retirement” is all about!

•T hey sponsor a continual array of educational programming with topics ranging from cooling the planet, to global carbon markets, to transitioning to clean energy. Relevant EcoNews reminders are also published in the weekly resident newsletter.

•T hey’ve encouraged residents to express their preferences on numerous environment-related legislative bills and followed them to final passage.

• I nvited by Horizon House Administration, and with the help of energy consultants, the committee was involved in establishing the current carbon footprint of our campus and is developing specific strategies to help Horizon House achieve carbon neutrality by 2032.

•W orking with Horizon House Environmental Services, an intensive waste management/recycling program has been established with ongoing follow up through popular workshops and volunteers who cover resident waste management procedures on every floor (all 39 of them!) An additional focus will be to reduce single-use plastic throughout the community.

•M embers led a successful effort to ban use of helium balloons at Horizon House due to the shrinking supply of the gas, and the danger of released balloons to animals, particularly marine mammals, seabirds, and sea turtles.

• I n collaboration with Horizon House Operations, a car-sharing program will be implemented in 2024.

•A highlight for residents and staff alike are the committee’s informative Earth Day events where attendees are guaranteed to learn something new about protecting our environment.

•P artnering with Dining Services, monthly “Eat Smart” buffets highlight sustainability through nutritional choices.

“Through collaboration with management, education, and direct action, ‘we seek to create a more sustainable living environment at Horizon House.’”

—Bill Roach, committee chair

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WE’RE ENGAGED: COMMUNITY LIFE

Live! It’s Wednesday Night Nancy Federici is a great example of how resident passions create the culture at Horizon House. For 15 of the 16 years Nancy has been a resident, she’s chaired the Wednesday Night Live committee, a dedicated group of music lovers who produce a series of events that are enormously popular with residents and professional musicians alike.

From Nancy’s undergraduate and graduate music training to her experience in vocal performance, conducting, and as a vocal music teacher, she was well-equipped to elevate the quality of music events previously offered. For example, committee members “audition” potential musicians not previously known by attending their concerts at other venues.

the residents. We pack the house, yet at the same time, Anderson Hall provides a sense of intimacy between musicians and the audience.”

WNL events include classical, jazz, musical theater, chorales, and popular music performances. A sampling among them includes Seattle Pro Musica, Seattle Chamber Orchestra, Seattle Symphony musicians, Seattle Men’s Chorus, 5th Avenue Theatre, jazz singer Eugenie Jones, Seattle Girls Choir, and Northwest Boy Choir.

While 95% of WNL performances feature local musicians, they were thrilled to welcome artists this year from the Piatigorsky Foundation based in New York City, whose purpose is to “weave extraordinary concerts into the fabric

The five members of the Wednesday Night Live (WNL) committee produce an extraordinary 47 events each year, booked months in advance. They also handle logistics, publicity, and hosting the artists onsite. Nancy even maintains a spreadsheet of 60 professional union musicians who are eager to play at Horizon House. “Performers love coming here, she says, “they know there’s a high level of appreciation and responsiveness among

Soprano Kristina Cook

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

Piatigorsky Foundation musicians make beautiful music in Anderson Hall.

of everyday lives” by playing in nontraditional venues throughout the U.S. Retirement communities are a growing area of interest for them, and they were amazed at the caliber of professionalism shown by the WNL committee, our optimal performance space, and the level of enthusiasm on the part of the residents that they haven’t found elsewhere.

WNL is funded through the Horizon House Residents’ Council, and Nancy is proud to note that “groups who can command top dollar for their concerts will perform here at a fraction of their normal fee.”

We are grateful to Nancy as she continues her long years of leadership of Wednesday Night Live, to Sam Dworkin, backup chair, to committee chairs who have helped evolve a program that has truly flourished.

Jazz vocalist, Eugenie Jones

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SPOTLIGHT ON RESIDENTS

Home Improvement for Bob Branigin Bob Branigin is open about the challenges of living with cerebral palsy. It didn’t prevent him from working at the Seattle Public Library, Seattle Municipal Court, and ultimately, a 20-year career in the accounting department at Seattle City Light. Close to his parents, Gerry, a homemaker, and Bill, an attorney, who moved to Horizon House in 1996, Bob joined them in 2002. They enjoyed being a family together under one roof, and he has fond memories of traveling with them on cruise vacations.

Today, you’ll often find Bob out and about The open area below the kitchen sink allows a wheelchair to easily roll underneath.

Horizon House, chatting with fellow residents and staff.

Bob’s CP has progressed over time and after 21 years as a resident, navigating his apartment in a wheelchair full-time was becoming increasingly difficult. To assist him in maintaining his independence, Horizon House leadership directed our renovations team to complete a special apartment remodel, making it obstaclefree. With one of the longest tenures of any resident in our community’s history, it was our honor to make this possible for Bob.

In the kitchen, undercabinet space was created so Bob could easily access countertops and retrieve items.

A wide entrance to the bathroom, and the use of pocket doors, helps create the room needed to access the shower and other bathroom fixtures.

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

Mary Ann, Shirley, and Jan

Sister Act Mary Ann Andersen, Shirley Kohlwes, and Jan Corriston clearly love each other’s company. They tease each other, crack jokes, finish one another’s sentences, and laugh—a lot.

When residents speak of Horizon House as feeling like a big family, it’s especially so for this trio of sisters, who are among the NINE groups of siblings who also make their home here.

Mary Ann, a writer who has chronicled their family’s history, moved to Horizon House in 2012 with her husband Bill, a retired UW law professor. They already had friends who were residents, some of whom were involved in the same Seattle civic committees as Bill, making it a natural fit.

Shirley lived in San Francisco for 54 years, saying that on Horizon House visits with Mary Ann and Bill, “I was always impressed by the feel of the place and sense of spontaneity.” She retired at 70 and relocated to Horizon House in 2014, after a career that included being the first woman licensed as a ferry captain for the famous Red & White Fleet, followed by maritime managerial roles.

In 2019, after a 22-year career in philanthropy at the UW and Seattle Children’s, Jan and husband Bill, a retired compounding pharmacist, also made Horizon House their home. Jan had had the opportunity to see a variety of retirement communities as a member of the “Rolling Crones” a local choral performance group. She noted that many communities “felt more like hotels,” and often, that “people were just sitting around.” The contrast with Horizon House was striking to her, where she found the atmosphere, “so alive, with people engaged, talking with each other, and attending events.”

The sisters, along with the “two Bills” have been active leaders and participants in the Horizon House community over the years.

Reflecting on their lives here, Mary Ann says of her siblings, “We lived for so long on separate coasts from each other. Now that we’re together, we can support and enjoy each other in a way that we never could before.”

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SPOTLIGHT ON RESIDENTS

Doris Ray: It’s Never too Late to Publish At 96, Doris Ray shatters preconceptions about those living in the upper reaches of old age. A political activist who devours the news, swims 2-3 times a week, and occasionally drives, she can now claim “author” among her accomplishments. Her memoir, “Finding Savoonga: Letters from the Edge of America,” was published last spring through Gatekeeper Press.

In 1951, Doris and her husband-to-be Charles “Tod” Ray, answered a helpwanted ad seeking teachers in Alaska. In response, they received a telegram from the Bureau of Indian Affairs, offering jobs 3,000 miles away in Savoonga, a small Yupik village on St. Lawrence Island in the Bering Sea. No roads. No airport. No phones.

In letters to their families in the Lower 48, the young newlyweds tell of teaching Savoonga children who spoke no English, getting water by melting ice, fighting a frightening measles epidemic, and receiving groceries by ship once a year while villagers hunted walrus for survival.

They left Alaska after their three-year term, but eventually returned, living in Fairbanks for 40 years—Tod on the University of Alaska faculty, and Doris teaching high school history, political science, and serving as director of secondary education for the Fairbanks School District.

And those letters home? Doris’s mother had kept them all, and they eventually returned to Doris’s possession, where they were tucked away for decades.

Upon recalling those long-ago experiences with Horizon House friends, they encouraged her to publish a memoir based upon the letters.

Along with the satisfaction of bringing “Savoonga” to fruition, 30 of Doris’s former students—who are all in their 70s— arrived from Fairbanks, Montana, Oregon, and Seattle, for a summer celebration of her book and her 96th birthday. Among

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“Doris was a special teacher who motivated her students and brought American history to life. We thank her for making a difference in our lives.” them was journalist Kent Sturgis, who provided editing and publishing guidance as the book came to life. Another was Jeff Cook, who said, “Doris was a special teacher who motivated her students and brought American history to life. We thank her for making a difference in our lives.” The group presented her with an $1100 contribution to the Horizon House Endowment through the Charles & Doris Ray Named Endowment.

One of the party organizers subsequently sent Doris articles from the Fairbanks News-Miner, featuring her book and pointed out that, “the article is on the front page—above the fold.” Not one to miss a beat, Doris replied, “It must have been a slow news day in Fairbanks!”

Doris’s former students celebrating her birthday and book launch

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2022 ANNUAL REPORT

Partners in Caring is the Horizon House philanthropic effort supporting residents and staff by providing funding for important programs today while ensuring their strength tomorrow. Partners in Caring Endowment earnings fund Residents Assistance, Staff Scholarships, Enrichment Grants, and Area of Greatest Need as determined by the Board of Trustees.

AN IMPRESSIVE 2022: SUMMING IT UP Partners in Caring raised over $2,400,000, thanks to the generosity of residents, families, business partners, and staff

$467,463 Partners in Caring Endowment Gifts

$1,943,103 Bequests / Fulfilled Estate Gifts

2 Letters of Intent

Secured for Estate Gifts

81%

Resident Participation

LEADERSHIP Partners in Caring Chairs: Jeff Graham and Karen Lane Philanthropy Committee: Rev. Gary Southerton (Chair), Jan Corriston, John Gienapp, Dave Greenberg, Elizabeth Hoover, Janell Turner, Nancy McReynolds, David Robinson, Bryce Seidl RESIDENTS ASSISTANCE Since 1967, Residents Assistance has ensured that no resident who has outlived their resources must leave Horizon House. Typically, residents need support for 1-2 years. While managing their finances carefully, savings can be depleted through a significant health event. Seven residents received a total of $494,000 in support through a confidential process. The need for assistance varies from year to year with amounts reaching up to $900,000. Longer life spans, unanticipated life events, and rising health care costs will continue to create financial challenges for some residents.

“After living at Horizon House for many years, my uncle needed Residents Assistance for his final few months. We are thankful to Horizon House donors that he was able to stay in his home.”

—family member

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STAFF SCHOLARSHIPS In 2022, we distributed $41,000 to 17 staff. As a competitive employer, Horizon House supports employees to further their education in nursing, psychology, accounting, welding, and more. Recipients often state that this assistance was crucial in meeting their goals.

Scholarship Recipient Michael Andres Garage Supervisor, Michael Andres, earned his AA degree with past scholarship support, and in 2022 with ongoing funding, he continued taking classes in programming and project management. He says, “It’s good to work for a company that wants to see you succeed.”

ENRICHMENT GRANTS Enrichment Grants fund requests initiated by residents and staff that enliven our community, with up to $50,000 available for qualifying requests.* Enrichment Grant Committee members, Carol Ottenberg (chair), Les Cox, Margaret King, Margery Perdue, and Joan Singler, reviewed applications and awarded 18 grants in 2022. *Awards fall outside general Horizon House operating expenses Assisted Living Fitness Equipment Exercise equipment and storage cart

Outdoor Labyrinth Permanent C-deck meditative labyrinth

Assisted Living Plant Caddies For AL terrace plants

PIP Card Deck Story telling cards as dementia aid

BridgeSorter IV Card dealing machine for bridge

Pneumatic Functional Trainer Hydraulic weight trainer

Eldergrow Garden Raised-bed therapeutic sensory garden

Portable Art Cart For art therapy supplies

Jigsaw Puzzle Drawers Addition to the puzzle cabinet

Sewing Room Long Arm Quilting Machine Helps in quilting process

Laughter Yoga Class Zoom class held in a group setting

Sound Bath Experience Guided meditation experience

Mannequin Torso For practice dressing

Terrace Dining Room Table Lamps For easier menu viewing

Music and Memory Upgraded music device as dementia aid

Vesper Choir Music Binders Replaces worn binders

HORIZON HOUSE ENDOWMENT A permanent fund whose principal is invested in perpetuity to secure financial support for current and long-range philanthropy programs. Only the earnings are distributed to meet today’s needs.

2022 Balance:

Earnings distributed:

$25,000,000 4%

Available for Philanthropy programs:

$988,000

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2022 ANNUAL REPORT

The Heritage Society Donors making an Estate Gift of any size or cash gift of $25,000 or more to the Endowment, are invited to become members of the Heritage Society. Since 1967, their generosity has created a legacy of charitable giving to ensure the comfort and dignity of Horizon House residents for years to come.

The 2022 Heritage Society event held in Anderson Hall celebrated the generosity of 100 members in attendance with a lovely dinner, music from harpist Marie Riss, and a lively talk by Public Historian Lorraine McConaghy, PhD.

Marian Miura: I included Horizon House in my will with a gift of stock because I so appreciate my life here.

Lowell Kimble:

Judy Ramey: I want to help us take care of our residents so that no one here will face being turned out of their home due to lack of funds.

My gift to the Endowment supports Staff Scholarships which give staff and their families a chance to improve their skills for a brighter future.

Judith Wood: Since I am committed to diverse leadership, I support the Staff Scholarship program for employees and their children.

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HERITAGE SOCIETY 2022 MEMBERS

Floyd and Barbara Hutton: Residents Assistance means so much to us as Horizon House is our community and neighbors help neighbors.

Roy and Elizabeth Hoover: It is good to be part of a community where residents care about their neighbors.

Bill Jones: Contributing to Partners in Caring is an investment, not an expense!

Anonymous (6) Margaret Almen Bob and Julie Anderson Lauretta Anderson in Memory of Dick Anderson Lyle and Betty* Appleford James Black and Christine Young Liam Blades in memory of Kent Hansen Ann Brand Bob Branigin Ellen Carlin Cassandra Carothers Bill Cavender Midge Chadsey and the Isabel Antrim Bain Endowed Fund Teruko Chin Bob and Judy Cline Dick and Dodi Cole Roy* and Nancy Cope Bill and Jan Corriston George Counts and Sue Mitchell Maryann Counts Jean Crill Barbara Dahl Stephen and Sibby DeForest Bob* and Elizabeth Edgerton Jim and Pat Fitzgerald Donald* and Ann Frothingham John and Katie Gienapp Barbara Glicksberg Andy and Margo* Gordon Jeff Graham and John Longres Joyce Greenwood Terry Gudger Don* and Karen Gwilym Admiral Tom Hayward* Richard* and Arlene Heath Madge E. Hislop Roy and Elizabeth Hoover Martha Hsiao Floyd and Barbara Hutton Norman Johnston* and Jane Hastings-Johnston Bill Jones Jeannette Kahlenberg Mary Kenny Lowell Kimble Kerry and Darlene Krenzke Karen Lane Ned and Priscilla Lange Margrit Lindal Irene Liu Jack* and Ingrid* Lynch C. Frederick Maurer

Neil and Nancy McReynolds Jerry Meharg* Bonnie E. Miller Marian Miura Irene Mounsey Mary K. Neumeister Lydia Nunke Gordon Orians Ann Ormsby* Simon* and Carol Ottenberg Margery Perdue in memory of Robert E. Perdue John and Anne Pound Judy Ramey Barbara Ray Charles* and Doris Ray Nancy Robinson Ib and Ellen* Rossen Eric and Margaret Rothchild Ann Sandstrom Bryce and Chris Seidl David and Molly Shoup Norman and Carol Sollie Olga Stewart James Travis* Betty Wagner Bruce* and Judy* Walker Fletch Waller Jr. and Ann Janes-Waller Judith Wood Jane Worthen* *Deceased

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HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

2022 ANNUAL REPORT

2022 Annual Donors Anonymous (14) Dorlene Agenbroad Hideko Albin Louise Alburas Carol Allen Margaret Almen Marcia Almquist William and Mary Ann Andersen Carole Sherry-Anderson Eliza Anderson Lauretta Anderson Robert and Julie Anderson Lyle Appleford Seth Armstrong and Alicia Gardner Irv Williams and Susan Barash Barbara and Lucille Calef Fund Nancy Bardeen Debbie Bassett Lee and Asia* Bennett Helen Bereiter Tim and Sandy Bergin Abraham Bergman* Ted and Moira* Borchert Joan Bowers LaDonna Bowers Ann Brand Bob Branigin

Ina Bray Beverly Brazeau* Mary Brentnall Nancy Brett Robert and Marcia Brown Ann Buckner Ronnie Budge Carol Burkhart Hazel Anne Burnett* Ellen Carlin Cassandra Carothers John and Danielle Carr Robert and Mary Casey Barbara Chamberland Teruko Chin Frances Chinn Marijcke Clapp John Clement Bob and Judy Cline Dick and Dodi Cole Walter Cole Nancy Cope George Corley Bill and Jan Corriston Robert and Beverly Corwin George Counts and Sue Mitchell

THANK YOU!

Maryann Counts Marilyn Covey Les Cox Jean Crill Robert Crowley* Kathy Cullen Patricia Curran Janet Daggatt* Barbara Dahl Pamela Daly Beverley Davis Elizabeth Davis Lynne De Merritt Barbara Dean Patricia Decker Stephen and Sibby DeForest Ann Dittmar* Lyla P. Doyle Susan G. Duffy Lois Duncan Jean Durning Sam and Mona Dworkin Meredith Eastman Betty Eberharter Elizabeth Edgerton Nancy Edquist

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

Peter and Cami Elbow Mary Lou Enlow Ethel G. Wittig Fund Valorie Eyer Richard Farrar Karen Fearn Nancy Federici Thea Fefer Jim and Pat Fitzgerald Patty Flowers Nancy Harrison Ford Ruth-Anne Ford Bob and Diana Forman Wilton B. Fowler Hedy Fredrickson Patricia Fritz Donald* and Ann Frothingham Bernard and Jean M. Haldane Designated Fund Tom and Tracy Garland Barbara Garlid Nancy Geller Bob and Deb George John and May Gerstle Robert and Maureen Gibbons John and Katie Gienapp Mary Gillmore

Give Lively Foundation, Inc. Barbara Glicksberg Annemarie Godston Andy Gordon Jeff Graham and John Longres David R. Greenberg Judith Gunderson Cathy Gunstone Karen Gwilym John Hamm and MaryAnne Seibert Jane Hastings-Johnston Jane Hedberg Connie Hellyer Patricia Henry Julia Hietter Ann Hill Norman and Peggy Hirsh

Jim and Carolyn Hitter Roy and Elizabeth Hoover Dorothy Hopper Martha Hsiao Joan Hudson Charlene Hutchinson Floyd and Barbara Hutton Joyce and Craig Jackson Joanne James John Hoofnagle Margaret Johnson Bill Jones Helen Jones Susan Jones Margot Kadesch Jeannette Kahlenberg Bernice Kastner Margaret Kates Galen Lauman Kawaguchi Ann Kelly George* and Mary Kenny Lowell Kimble Margaret King Shirley Kohlwes David and Vicki Kremers Kerry and Darlene Krenzke Henry Kuharic Karen Lane Rosalie Lang* Ned and Priscilla Lange Barbara Laughlin Lois Laughlin Bill and Kerri Lauman Joan Lawson Bess Leavitt Roger and Jean Leed Ellen Leggett Estella Leopold Sara Levant Pat Lewis* Margrit Lindal Irene Liu George and Dianne Loschky Scott Lunke Ingrid Lynch* Janet MacKenzie Dan and Carol Madigan John Mahlum Barbara Martyn Don and Lynnea Mayer Ron and Harriet McClain Jim Gale and Virginia McDermott Sara McKenzie* Neil and Nancy McReynolds Michael Robert Mecham Jerry Meharg* Alice Meleney

Joel and Jan Melin Bonnie E. Miller Don* and Pam Mitchell Marian Miura Medora Moburg Malcolm* and Phoebe Moore Yukio and Karen Morikubo Irene Mounsey Mary Mueller Mary Mullen Ruth Mulligan Lee Mullin* Gaya Nagarathinam David Nash and Patricia Graves John and Lee Neff Deanna Nelson Wesley Neumann Mary K. Neumeister Nancy Nichols Sharon Rae Nichols Linda Niebanck Patricia Nord Lydia Nunke Gordon Orians Michael and Kristine Ostrem Judy Ostrow* Simon* and Carol Ottenberg

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HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

2022 ANNUAL REPORT Helen Palisin Artis Palmer Paul and Helen Parham Mary Anne Parmeter Judy Erken Peabody Margery Perdue David Perin Karen Perret Mary Piette Susi Pinyuh Pete and Debby Poletti John and Anne Pound Mary Margaret Pruitt

Linda Purdy Judy Ramey Barbara Ray Doris Ray Herb Reinelt* John and Sally Renn Residents’ Council James* and Adele Reynolds Barbara Rhoe Mary Richards Beth Riese Bill and Carol Roach Bonnie Robbins Charlotte Robins* David Robinson Nancy Robinson Ib Rossen

Chuck and Susan Routh Ann Sandstrom* Irwin Sarason Lee Scheingold Fred and Maya Schulze Bryce and Chris Seidl John Shadoff Peter Shapiro Sue Shaw David and Molly Shoup Bill* and Zoa Shumway Ed and Joan Singler Helen Smith* Karen Smith Sherwood Smith Norman and Carol Sollie Gary Southerton Sam Sperry Tom and Helen Spiro Bill* and Carolyn* Stark David and Susanne Staton Olga Stewart Jim and Mary Jo Stroh Jennifer Stucker Marjan Swan Christine Swanson Carl Swenson Judy Talley Marie Glasse Tapp Mildred Lounette Templeton* Gloria Thiele Judith Thoft Alex Tibbetts Diane Tinker Russell Tousley Janell Turner Susan Underwood Masuye Urata Sue Vadman Frank and Leigh Van Dusen Hugh Van Liew Phyllis Van Orden George von Fuchs Betty Wagner Patricia Waite Findlay and Mary Wallace Mao Tang Han and Hui Fang Wang Janna Warburg Lauri D. Warfield-Larson Charles and Sally Weems Laura Weese William and Audrey Weitkamp David and Anna Williams Jim and Cherie Williams Judith Wood Jane Worthen* Jean Worthen

Kazuko Yano Jim Yearby Patricia Yenter* Harold Zeitz Stan and Nancy Zeitz Helen Zimmerman *Deceased

CORPORATE AND COMMUNITY PARTNERS Nussbaum Group Inc. RDH Building Science, Inc. MTP Contractors TWB Enterprises, Inc.

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

IN MEMORY OF Dick Anderson Mary Ellen Ayres James Bardeen William and Geraldine Branigin Al Carlin Jon Counts Bill Cummings Alvin and Ruth Eller Phil Fredrickson Donald Frothingham Margo Gordon Admiral Tom Hayward Raymond and Alice Hedberg George Kenny Rosalie Lang

Frank Little Paul Niebanck Ann Ormsby Valerie Payne Bill Stark Mo Swanson Sarah Tousley Jim Travis Lee Vierling Bruce Walker Stuart Williamson Norma Wills

NAMED ENDOWMENTS Bob and Julie Anderson Endowment Isabel Antrim Bain Endowment Carolyn and Arnold Peterson Endowment Charles and Doris Ray Endowment Ronald B. Renny Endowment Gwen and Robert Seidl Endowment James G. Thwing Endowment

IN HONOR OF Assisted Living Staff Irv Williams Bill and Kerri Lauman

The Horizon House Art Collection includes art by a number of regional and internationally known artists, many of whom have exhibited widely in museums and galleries.

We gratefully received donations of art from residents, their estates, and friends of Horizon House in 2022.

These new acquisitions contribute to the unique aesthetic of our campus.

Raven’s Mask—Gary Rice Jill Princehouse, donor

ART DONATIONS George Counts Estate of Admiral Tom Hayward Estate of Ann Ormsby Jill Princehouse Nancy Worsham

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HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

2022 ANNUAL REPORT

2022 Financials “ With the pandemic (mostly) behind us in 2022, Horizon House focused on renovating common areas for resident use. The major improvements to Anderson Hall created a superior gathering place for resident events. The Horizon House Board of Trustees approved moving forward with a new West Tower that will bring 150+ new apartments and 200+ residents to the community, continuing the tradition of growth and vibrancy that gives Horizon House its unique culture.”

CHRISTINE SEYMOUR, CFO

52+31+7321

2022 REVENUE BY AREA Independent Living

$13,460,206

Assisted Living

$8,277,472

Food Services

$1,642,767

Garage

$810,454

Other Services

$273,634

Salon

$247,115

Wellness

$21,650

Clinic

$6,116

Transportation

$4,501

HORIZON HOUSE THE OUTLOOK | 2022 ANNUAL REPORT

BALANCE SHEET 2022 2022

2021

Total Current Assets

68,205,897

84,888,645

Total Limited Use Assets

29,572,873

32,496,351

Property and Equipment, Net

118,321,420

107,979,221

Total Other Noncurrent Assets

269,405

153,688

$216,369,595

$225,517,905

Total Current Liabilities

10,672,050

9,550,285

Refundable Entrance Fees

15,289,264

18,211,975

Other Liabilities

969,803

1,014,700

Deferred Revenue From Advance Residency Fees

67,335,181

64,541,057

79,059,586

75,933,148

$173,325,884

$169,251,165

17,118,239

27,175,548

Net Assets With Donor Restrictions

25,925,472

29,091,192

Total Net Assets

$43,043,711

$56,266,740

$216,369,595

$225,517,905

2022

2021

Total Operating Revenue

33,561,073

32,571,758

Total Expenses

34,795,716

34,090,544

Operating (Loss) Income Before Other Income, Gains and Losses

(1,234,643)

(1,518,786)

Total Other Income, Gains and Losses

(8,822,666)

5,159,116

Total Operating Income (Loss)

(10,057,309)

3,640,330

Change in Net Assets Without Donor Restrictions

(10,057,309)

3,640,330

Change in Net Assets With Donor Restrictions

(3,165,720)

3,306,141

Total Change in Net Assets

(13,223,029)

6,946,471

Net Assets, Beginning of Year

56,266,740

49,320,269

Net Assets, End of Year

43,043,711

56,266,740

Total Assets

Long-Term Debt, Less Current Portion Total Liabilites Net Assets Without Donor Restrictions

Total Liabilites & Net Assets INCOME STATEMENT 2022

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900 University St, Seattle, WA 98101 HorizonHouse.org

Our Mission Purposeful living in a diverse community

Our Vision Using the power of resident-engaged community to enhance wellbeing

Our Core Values Caring Collaboration Innovation Integrity Respect Stewardship Trust

The Outlook is published yearly to highlight the Horizon House community, acknowledge our donors, and provide a financial summary. It is shared with current and future residents and the community at large.

Writer/Editor: Joan Hudson, Director of Marketing & Communications Design Production: Christa Fleming Design