2025-05-14T18:53:29-05:00 2024-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-07-01 930752805 SISTERS OF ST MARY OF OREGON MARYVILLE CORPORATION SIST 5036438626 14645 SW FARMINGTON ROAD BEAVERTON OR 97007 KATHLEEN PARRY PRESIDENT 5036438626 2025-05-12 1 1 WENDY CAMPOS P00448102 5032421447 2025-05-12 2023 2025-03-06 01:10:19Z KATHLEEN PARRY 14645 SW FARMINGTON ROAD BEAVERTON OR 97007 29758038 0 X WWW.MARYVILLENH.ORG X 1979 OR TO MAINTAIN AND OPERATE FACILITIES PROVIDING NURSING AND SUPPORTIVE CARE SERVICES TO RESIDENTS AND PATIENTS IN ACCORDANCE WITH THE MORAL AND ETHICAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH AND THE SISTERS OF ST. MARY OF OREGON. 8 7 309 7 0 0 75364 3897351 23377014 25355877 56478 235183 0 0 23508856 29488411 0 0 0 0 11224728 12584672 0 0 450175 13302125 14419387 24526853 27004059 -1017997 2484352 22446870 22060116 3957047 4364710 18489823 17695406 X TO MAINTAIN AND OPERATE FACILITIES WHICH PROVIDE NURSING AND SUPPORTIVE LIVING CARE AND SERVICES, AND OFFER OR ARRANGE FOR THE PROVISION OF SERVICES TO GERIATRIC, CHRONIC AND CONVALESCENT RESIDENTS AND/OR PATIENTS IN ACCORDANCE WITH THE MORAL AND ETHICAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH, INCLUDING THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE FACILITIES, CONSISTENT WITH THE INTERESTS AND PURPOSES OF THE SISTERS OF ST. MARY OF OREGON, A RELIGIOUS INSTITUTE WITHIN THE ROMAN CATHOLIC CHURCH. 0 0 18065420 18447161 INTERMEDIATE CARE - PROVISION OF CARE AND SERVICES NEEDED BY INDIVIDUALS TO MAINTAIN "ACTIVITIES OF DAILY LIVING" (THOSE FUNCTIONAL ACTIVITIES REQUIRED BY AN INDIVIDUAL FOR CONTINUED WELL BEING AND ARE ESSENTIAL FOR HEALTH AND SAFETY INCLUDING EATING, DRESSING/GROOMING, BATHING/PERSONAL HYGIENE, MOBILITY, BOWEL AND BLADDER MANAGEMENT AND CONGNITION). 6260993 6908716 SKILLED NURSING - PROVISION OF SPECIALIZED REHABILITATIVE/NURSING SERVICES NEEDED BY INDIVIDUALS REQUIRING STAY FOR SHORT-TERM/NON-ACUTE ILLNESSES WITH THE GOAL TO ATTAIN OPTIMAL FUNCTIONING ENABLING INDIVIDUALS TO RETURN TO COMMUNITY LIVING. SERVICES DELIVERED BY LICENSED THERAPISTS AND REGISTERED NURSES AND LICENSED PRACTICAL NURSES. 0 0 PROVISION OF A CONTRIBUTION TO THE STRATEGIC INVESTMENT FUND AT SSMO MINISTRIES CORPORATION THAT WILL BE USED TO FURTHER THE SPONSORED MINISTRIES OF THE SISTERS AND FULFILL THE MISSION OF THE SISTERS IN EDUCATIONAL AND NURSING PROGRAMS AND TO PROVIDE FURTHER CAPITAL IMPROVEMENTS TO THE CAMPUS FACILITIES INCLUDING MARYVILLE. 24326413 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 63 0 1 309 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X MARYVILLE NURSING HOME 5036438626 14645 SW FARMINGTON ROAD BEAVERTON OR 97007 KATHLEEN PARRY PRESIDENT 40.00 0.00 X X 222032 0 26527 KELLY FOX CHAIR 2.50 0.00 X X 0 0 0 TOM BAERTLEIN VICE CHAIR 1.50 0.00 X X 0 0 0 SR RITA WATKINS SECRETARY MEMBER, SSMO MINISTRIES CORP 1.50 0.00 X X 0 0 0 BILL BAERTLEIN TREASURER 1.50 0.00 X X 0 0 0 JEFF DUNCAN DIRECTOR 1.00 0.00 X 0 0 0 HARPER PEARSE DIRECTOR 1.00 0.00 X 0 0 0 BRYAN STEWART DIRECTOR 1.00 0.00 X 0 0 0 SR ADELE MARIE ALTENHOFEN PRESIDENT & DIR., SSMO MINISTRIES 10.00 30.00 X 0 0 241723 BRET COPE COO, SSMO MINISTRIES CORP 10.00 30.00 X 0 219292 0 ANTONIETTE GARCIA CERTIFIED NURSE AIDE 62.00 0.00 X 134094 0 14905 DALE GOODNO CIO, SSMO MINISTRIES CORP 10.00 30.00 X 0 147135 0 SUJEEWA PATHIRANA RESIDENT CARE MANAGER 49.00 0.00 X 136758 0 3854 JUDY HARTWELL CERTIFIED NURSE AIDE 59.00 0.00 X 130042 0 9628 CORDELIA AGUM DIRECTOR OF NURSING 40.00 0.00 X 129821 0 275 752747 366427 296912 14 0 1 0 ACTRIV HEALTHCARE INC 3650 S CEDAR ST TACOMA WA 98409 NURSING SERVICES 1685583 CONSONUS REHAB 4560 SE INTL WAY 100 MILWAUKIE OR 972224628 THERAPY SERVICES 1282244 CARE NW STAFFING LLC PO BOX 930330 ATLANTA GA 311930330 NURSING SERVICES 644051 CONSONUS PHARMACY SERVICES 4560 SE INTERNATIONAL WAY 101 MILWAUKIE OR 97222 PHARMACY SERVICES 451248 STAFFING PARTNERS LLC 2888 CRESCENT AVE EUGENE OR 97408 NURSING SERVICES 340110 16 3810323 87028 122 3897351 INTERMEDIATE CARE 623000 18380115 18380115 SKILLED NURSING 623000 6908716 6908716 OTHER REVENUE 623000 67046 67046 25355877 208156 208156 296654 268415 1212 28239 -1212 27027 27027 29488411 25355877 0 235183 X 259444 233419 26025 9211847 9152418 59429 109168 108428 740 2252972 2176463 76509 751241 738989 12252 207173 207173 77724 77724 1043345 1043345 9281 9281 6920203 6447829 472374 79083 79083 128940 120094 8846 408276 306207 102069 650719 623172 27547 783 180 603 534 534 100 100 811081 811081 85715 68572 17143 LTCF ASSESSMENT 1531444 1531444 FOOD COSTS 532369 532369 MEDICAL SUPPLIES 495699 495699 PHARMACY 412677 412677 1024241 567372 6694 450175 27004059 24326413 2227471 450175 5918229 2926494 652016 2238283 2616645 120632 193943 206912 310454 22857684 16501648 6850707 6356036 1947175 3167122 5164932 5837406 22446870 22060116 1957047 2364710 2000000 2000000 3957047 4364710 X 17736540 17625178 753283 70228 18489823 17695406 22446870 22060116 X 2484352 200015 -3478784 X 1 X 0 1 0 X 1365431 1324758 2639442 75364 3897351 9302346 22539800 18610925 21344982 23377014 25355877 111228598 23905231 19935683 23984424 23452378 29253228 120530944 0 0 0 120530944 86016 54718 119128 103228 208156 571246 86016 54718 119128 103228 208156 571246 23991247 19990401 24103552 23555606 29461384 121102190 0.99530 0.99590 0.00470 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 9905 10832 11145 9592 0 274134 274134 19973113 14285445 5687668 2610437 2216203 394234 6356036 ASSETS HELD BY OTHERS 819036 RESERVE FOR GRANT PAYABLE 367274 RESIDENT TRUST FUNDS 9792 CONSTRUCTION IN PROGRESS 4641304 5837406 X PART IV, LINE 1B: CUSTODIAN OF RESIDENT PERSONAL INCIDENTAL FUNDS PART X, LINE 2: THE CORPORATION HAS OBTAINED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR CORPORATE FEDERAL AND STATE INCOME TAX IS REQUIRED. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF UNCERTAIN POSITIONS HAVE BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THE CORPORATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING JUNE 30, 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THERE ARE CURRENTLY NO EXAMINATIONS FOR ANY PERIODS IN PROGRESS. X X X 0 0 0 0 0 0 0 0 0 KATHLEEN PARRY PRESIDENT 221659 0 0 0 373 0 10652 0 15875 0 248559 0 0 0 SR ADELE MARIE ALTENHOFEN PRESIDENT & DIR., SSMO MINISTRIES 0 0 0 0 0 0 0 0 0 241723 0 241723 0 0 BRET COPE COO, SSMO MINISTRIES CORP 0 219292 0 0 0 0 0 0 0 0 0 219292 0 0 FORM 990 PART VII AND SCHEDULE J THE SISTERS OF ST. MARY OF OREGON RECEIVE COMPENSATION ON BEHALF OF SR. ADELE MARIE ALTENHOFEN FROM SSMO MINISTRIES, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 SISTERS OF ST. MARY OF OREGON MINISTRIES IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE AND OPERATIONS OF THE ORGANIZATION SHALL BE SUBJECT IN ALL RESPECTS TO SISTERS OF ST. MARY OF OREGON MINISTRIES RIGHT (AS SOLE MEMBER) TO EXERCISE THE RESERVED POWERS SET FORTH IN THE BYLAWS WITH RESPECT TO THE ORGANIZATION. THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS, INCLUDING TO APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OR MORE OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE AND OPERATIONS OF THE ORGANIZATION SHALL BE SUBJECT IN ALL RESPECTS TO SISTERS OF ST. MARY OF OREGON MINISTRIES RIGHT (AS SOLE MEMBER) TO EXERCISE THE RESERVED POWERS SET FORTH IN THE BYLAWS WITH RESPECT TO THE ORGANIZATION. THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS, INCLUDING TO APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OR MORE OF THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 IS COMPLETED BY THE PRESIDENT AND SSMO MARYVILLE CONTROLLER AND REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS REQUIRES THAT DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THROUGHOUT THE YEAR DIRECTORS ARE REQUIRED TO BRING FORWARD ITEMS WHICH MAY CHANGE THE STATUS OF THEIR PREVIOUSLY SIGNED DOCUMENTATION. ADDITIONALLY, DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION IN DISCUSSION AND VOTING WHEN CONFLICTS OF INTEREST ARISE. FORM 990, PART VI, SECTION B, LINE 15 WHEN KEY PERSONNEL ARE HIRED, A SELECTION COMMITTEE IS ESTABLISHED. SEVERAL PERSONS POPULATE THESE COMMITTEES INCLUDING DIRECTORS ON THE MARYVILLE BOARD AS WELL AS PERSONS SERVING ON THE BOARD TO WHOM THE MARYVILLE BOARD IS ACCOUNTABLE. THE COMMITTEES RESEARCH THE SALARY RANGES OF PERSONS WHO HOLD LIKE POSITIONS IN THE NURSING HOME INDUSTRY AND OFFER INITIAL COMPENSATION WITHIN THAT FRAMEWORK. SUBSEQUENT SALARY RAISES ARE GIVEN BY USING A PER ANNUM PERCENTAGE INCREASE. VARIOUS DIRECTORS OF THE MARYVILLE BOARD PROVIDE FEEDBACK ABOUT THESE INCREASES AS WELL AS MEMBERS OF THE SSMO MINISTRIES FINANCE COMMITTEE. THE SSMO MINISTRIES CORPORATION HR MANAGER ALSO PROVIDES FEEDBACK ABOUT COMPENSATION OF OTHERS IN LIKE POSITIONS. THE ANNUAL BUDGET, WHICH INCLUDES SALARIES, IS PREPARED WITH SIGNIFICANT INPUT OF THE MARYVILLE CONTROLLER AND WITH THE OVERSIGHT OF THE SSMO MINISTRIES CORPORATION'S CFO AND PRESIDENT. IT IS REVIEWED AND APPROVED BY MEMBERS OF THE SSMO MINISTRIES FINANCE COMMITTEE, THE SSMO MARYVILLE BOARD, THE SSMO MINISTRIES CORPORATION BOARD AND THE MEMBERS OF THE SSMO MINISTRIES CORPORATION. THE GENERAL COMPENSATION REVIEW PROCESS WAS LAST COMPLETED DURING 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT, AT THIS TIME, MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, OTHER THAN AS DISCLOSED ON FORM 990 AND SCHEDULES. FORM 990, PART IX, LINE 11G PURCHASED SERVICES - PATIENT CARE: PROGRAM SERVICE EXPENSES 6,447,829. MANAGEMENT AND GENERAL EXPENSES 472,374. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,920,203. FORM 990, PART XI, LINE 9: INCREASE (DECREASE) IN BENEFICIAL INTEREST [REVENUE PORTION] -3,478,784. SISTERS OF ST MARY OF OREGON MINISTRIES CORP 4440 SW 148TH AVE BEAVERTON OR 97078 204503509 SHARED SERVICES FOR RELIGIOUS AFFILIATES OR 501(C)(3) LINE 1 N/A 1 SISTERS OF ST MARY OF OREGON FOUNDATION 4440 SW 148TH AVE BEAVERTON OR 97078 931253966 FUNDRAISING & INVESTMENT OR 501(C)(3) LINE 10 SSMO MINISTRIES 1 SISTERS OF ST MARY OF OREGON EARLY LEARNING SCHOOL 4450 SW ST MARYS DRIVE BEAVERTON OR 97078 204503805 CHILD CARE OR 501(C)(3) LINE 2 SSMO MINISTRIES 1 SISTERS OF ST MARY OF OREGON CAMPUS SCHOOLS CORP 4440 SW 148TH AVE BEAVERTON OR 97078 204503712 SCHOOL OR 501(C)(3) LINE 2 SSMO MINISTRIES 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 SISTERS OF ST MARY OF OREGON FOUNDATION C 3810323 CASH SISTERS OF ST MARY OF OREGON FOUNDATION M 450175 COST SISTERS OF ST MARY OF OREGON MINISTRIES M 1920977 COST