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Eastside Retirement Association

Grantmaker Redmond, WA EIN: 91-1261904 Website

Eastside Retirement Association (ERA), based in Redmond, Washington, is a Form 990 (a public charity) that owns and operates Emerald Heights, a nonprofit Life Plan retirement community. Its work includes providing housing, supportive services, and health care for older adults, as well as grants to local nonprofits through Emerald Heights’ Social Accountability program.

Key facts about Eastside Retirement Association

In short: Eastside Retirement Association gave $1.2M across 12 grants in 2024 (avg $104K), mostly in Washington. Source: 2024 IRS Form 990 filing.

EIN
91-1261904
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$1,243,672
Grants made (2024)
12
Average grant
$103,639
Median grant
$20,000
Total assets
$367,807,951
Primary geography
Washington (100% of itemized 2024 grant dollars)
Deadline
2027-04-03.
Next open deadline
April 3, 2027 (Emerald Heights Social Accountability Grants)

Data from IRS Form 990 filing, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

$367.8M

+4.6% YoY

Annual Giving

$1.2M

-23.3% YoY

Grant Count

12

+500.0% YoY

Avg Grant Size

$104K

-87.2% YoY

How Eastside Retirement Association gives

  • Giving fell 88% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The organization’s stated mission is to provide a continuum of living accommodations, supportive services, and health care for residents age 55 and older, while meeting residents’ health, social, spiritual, and intellectual needs and serving the broader community. Its filing describes independent living, assisted living, skilled nursing, and memory-care services. It also states that 25% of Emerald Heights’ units are set aside for lower-income households under an agreement with the Washington State Housing Finance Commission, and that the organization provides financial assistance to residents who become unable to pay monthly service fees for reasons beyond their control.

For outside grantmaking, Emerald Heights says its annual Social Accountability Grants support seniors and the future of aging, strengthen local communities, encourage resident and staff volunteerism, and further its broader mission of service. The 2024 grantees included organizations addressing homelessness, older-adult services, Parkinson’s disease, dementia, LGBTQ+ seniors, and emergency care. For example, Congregations for the Homeless describes its work as providing shelter, housing, food, and case management to men experiencing homelessness on King County’s Eastside; Eastside Friends of Seniors says it mobilizes volunteers to provide local older adults with practical help and companionship.

Grantmaking

In 2024, ERA reported 12 grants totaling $1,243,672. The median grant was $20,000; grants ranged from $10,000 to $1,043,672. The largest award was $1,043,672 to Emerald Communities for general operating support. Other awards included $40,000 to Medic One Foundation to improve pre-hospital emergency care, $25,000 each to Congregations for the Homeless and The Sophia Way, and $20,000 each to Northwest Parkinsons Foundation, Sound Generations, and Vine Maple Place.

Review Cycle

2027-04-03.

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1 open opportunity from Eastside Retirement Association

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Geographic Focus

Where this funder awards grants

All 12 grants reported for 2024 went to recipients in Washington. The Social Accountability Grants program is described as serving local-area nonprofits; the listed 2025 recipients are from the Eastside Seattle area.

Grant Distribution by State

1state

Share of 2024 grant dollars across all 12 itemized grants.

States

Cities

RedmondBellevueSeattleKirklandMaple ValleyMercer IslandSammamish

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M10 grants2020 2 grants2021 1 grant2022 2 grants2023 12 grants2024

From 2020 to 2024, annual grant giving ranged from $475K (2020) to $10.4M (2021). In 2024 it made 12 grants totaling $1.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Emerald Communities: $1.0MEmerald Communities$1.0MMedic One Foundation: $40KMedic One Foundation$40KCongregations for the Homeless: $25KCongregations for the Homeless$25KThe Sophia Way: $25KThe Sophia Way$25KNorthwest Parkinsons Foundation: $20KNorthwest ParkinsonsFoundation$20KSound Generations: $20KSound Generations$20KVine Maple Place: $20KVine Maple Place$20KEastside Friends of Seniors: $10KEastside Friends of Seniors$10KThe Episcopal Church of the Holy Cross: $10KThe Episcopal Church of theHoly Cross$10KNorthwest LGBT Senior Care: $10KNorthwest LGBT Senior Care$10K

The largest 2024 recipient was Emerald Communities ($1.0M). Together the top 10 received $1.2M.

Grant Size Distribution

27 grants across all recorded years

18<$50K3$50–100K2$100–250K$250–500K1$500K–1M2$1–5M1$5M+

The most common grant size was under $50K: 18 grants of 27 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emerald Communities Redmond, WAGeneral Operating Support$1,043,672
Medic One Foundation Bellevue, WAHelp Improve Pre-Hospital Emergency Care$40,000
Congregations for the Homeless Bellevue, WAProvide Support to End Homelessness on the Eastside$25,000
The Sophia Way Bellevue, WAProvide support for women on their journey from homelessness to safe and stable living.$25,000
Northwest Parkinsons Foundation Mercer Island, WAProvide Awareness, Education, Advocacy, and Care for Parkinson's$20,000
Sound Generations Seattle, WAProvide accessible, essential and inclusive services that support people through their lifes journey$20,000
Vine Maple Place Maple Valley, WAProvide support to end homelessness in south King county$20,000
Eastside Friends of Seniors Sammamish, WAHelp local older adults live independently for as long as possible$10,000
The Episcopal Church of the Holy Cross Redmond, WAFood Bank Farm$10,000
Northwest LGBT Senior Care Seattle, WAProvide Support for LGBT Seniors$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $367,807,951 $55,444,942 $40,276,177 $1,243,672
2023 $351,659,108 $47,341,332 $35,515,353 $1,621,848
2022 $231,812,858 $40,431,996 $31,712,035 $695,013
Revenue
Expenses
Net Investment Income
$0$20M$40M$60M$80M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$367,807,951$351,659,108$231,812,858
Revenue$55,444,942$47,341,332$40,431,996
Expenses$40,276,177$35,515,353$31,712,035
Net Investment Income$9,492,573$6,188,496$2,463,870

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Dwight Whiting as chair, Daphne Schneider as vice chair, Danna Vanhorn as secretary, and David Hudson as treasurer. Directors listed are Karen Cohoe, Robert Crist, Jill Guernsey, Jeff Jones, Gary King, and Stephanie Marshall. Emerald Heights’ website identifies Daphne Schneider as chair of its Social Accountability Committee.

Eastside Retirement Association is led by Lisa Hardy, President & CEO on every filing since 2020; 5 of 23 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Lisa Hardy

    President & CEO

    On filings since 2020

    15 hrs/week

    No compensation reported

  • Al Chambard

    Interim CEO

    New on the 2024 filing

    15 hrs/week

    No compensation reported

  • Dwight Whiting

    Chair

    Vice Chair → Chair, 2022

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Christopher Swedish

    Director of Facilities

    On filings since 2023

    50 hrs/week

    $140K (2023) → $151K (2024)

  • Gary King

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Karen Cohoe

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert Crist

    Director

    Treasurer → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeff Jones

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jill Guernsey

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Judy Richardson

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Dewayne McMullin

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Stephanie Marshall

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Joanne O'Neill

    Certified Nursing Assistant

    Nac → Certified Nursing Assistant, 2022

    On filings since 2020

    50 hrs/week

    $128K (2020) → $147K (2024)

  • Elizabeth Azcona

    Registered Nurse

    On filings since 2022

    50 hrs/week

    $163K (2022) → $185K (2024)

  • Bernadette Kamari

    Licensed Practical Nurse

    New on the 2024 filing

    50 hrs/week

    $133K (2024)

  • Jamilynn Bloodworth

    Health Services Administrator

    New on the 2024 filing

    50 hrs/week

    $165K (2024)

  • Danna Vanhorn

    Secretary

    Chair → Secretary, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Daphne Schneider

    Vice Chair

    Secretary → Vice Chair, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • David Hudson

    Treasurer

    Director → Treasurer, 2023

    On filings since 2022

    1 hr/week

    No compensation reported

  • Diana Jamison

    CFO

    On filings since 2022

    20 hrs/week

    No compensation reported

  • Denisa Fedderson

    CFO

    New on the 2024 filing

    15 hrs/week

    No compensation reported

  • Kay Wallin Vp Of Marketing

    Public Relations

    New on the 2024 filing

    22.5 hrs/week

    No compensation reported

  • Sandra Cook Vp Of Marketing

    Public Relations

    New on the 2024 filing

    22.5 hrs/week

    No compensation reported

Former officers (14)
  • Former: Jacqueline Claessens (2020–2023) — Marketing Director
  • Former: Kay Wallin (2020–2023) — Vice President Marketing & Public Relations
  • Former: Kristina Boyd (2020–2023) — Director of Nursing Services
  • Former: Ann Zell (2020–2022) — Administrator
  • Former: Matt Macarthur (2021–2022) — CFO
  • Former: Tatyana Potyomkin (2022) — Registered Nurse
  • Former: Allan Chambard (2020–2021) — Vice President Finance & CFO
  • Former: Maureen O'Hara (2020–2021) — Director
  • Former: Sharon Cruse (2021) — Assisted Living Manager
  • Former: Sylvia Konchellah (2021) — Lpn
  • Former: Pat Duffy (2020) — Director
  • Former: Pauline Minnis (2020) — Registered Nurse
  • Former: Scott Mullet (2020) — Director
  • Former: Tom Stoebe (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Elizabeth Azcona — Registered Nurse/RN: $185KElizabeth AzconaRegistered Nurse/RN$185KJamilynn Bloodworth — Health Services Administrator: $165KJamilynn BloodworthHealth Services Administrator$165KChristopher Swedish — Director of Facilities: $151KChristopher SwedishDirector of Facilities$151KJoanne O'Neill — Certified Nursing Assistant: $147KJoanne O'NeillCertified Nursing Assistant$147KBernadette Kamari — Licensed Practical Nurse: $133KBernadette KamariLicensed Practical Nurse$133K

The highest reported compensation on the 2024 filing was $185K, to Elizabeth Azcona (Registered Nurse/RN). 5 officers or directors reported compensation on that filing.

Contact

Mailing address: 10901 176Th Circle Ne, Redmond, WA 98052
Phone: (425) 556-8100
Website: https://emeraldheights.com

Frequently asked questions about Eastside Retirement Association

How much does Eastside Retirement Association give each year?

Eastside Retirement Association gave $1.2M across 12 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $1.6M across 2 grants.

What is Eastside Retirement Association's typical grant size?

Eastside Retirement Association's median grant in 2024 was $20,000, and its average grant was $103,639, across 12 grants on its 2024 IRS Form 990 filing.

Where does Eastside Retirement Association give grants?

Eastside Retirement Association gives mostly in Washington: 100% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Bellevue, WA (4 grants), Redmond, WA (3 grants) and Seattle, WA (2 grants).

Does Eastside Retirement Association give general operating support?

Occasionally: 8% of Eastside Retirement Association's 2024 grants with a stated purpose (1 of 12) were for general or operating support, per its 2024 IRS Form 990 filing.

Who are Eastside Retirement Association's largest grantees?

Eastside Retirement Association's largest 2024 grantees include Emerald Communities ($1,043,672), Medic One Foundation ($40,000) and Congregations for the Homeless ($25,000), according to its 2024 IRS Form 990 filing. Together they received 89% of its itemized 2024 grant dollars.

How large is Eastside Retirement Association?

Eastside Retirement Association reported $367.8M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $55.4M.

What does Eastside Retirement Association fund?

The organization’s stated mission is to provide a continuum of living accommodations, supportive services, and health care for residents age 55 and older, while meeting residents’ health, social, spiritual, and intellectual needs and serving the broader community. See mission & focus areas ↑

How do I apply for a grant from Eastside Retirement Association?

Eastside Retirement Association has no public application process in the sources Grantable reviewed. Check emeraldheights.com for current guidelines, or contact the foundation directly before submitting a request.

What is Eastside Retirement Association's EIN?

Eastside Retirement Association's EIN (Employer Identification Number) is 91-1261904. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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