WILLAMETTE VIEW MANOR INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLAMETTE VIEW MANOR INC (EIN 93-0463816)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202103179349302245
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T18:55:26-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930463816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE VIEW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5036546581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13021 SE RIVER ROAD 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN THOMPSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5036546581 | PhoneNum |
| Signature | 2021-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRAIG VAN VALKENBURG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13021 SE RIVER ROAD 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,129,995 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WILLAMETTEVIEW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES RESIDENTIAL AND NURSING CARE, WELLNESS AND THERAPY SERVICES THROUGH THE OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY; AND PROVIDES IN-HOME CARE SERVICES TO RESIDENTS AND INDIVIDUALS IN THE GREATER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 394 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $400,343 | PYContributionsGrantsAmt |
| CY Contributions Grants | $267,170 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,732,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,924,568 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,260,093 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,577,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,393,145 | PYTotalRevenueAmt |
| CY Total Revenue | $33,769,577 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,348,186 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,233,398 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,800 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,040,131 | PYOtherExpensesAmt |
| CY Other Expenses | $19,552,252 | CYOtherExpensesAmt |
| PY Total Expenses | $31,465,117 | PYTotalExpensesAmt |
| CY Total Expenses | $33,785,650 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,928,028 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $169,688,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,293,951 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $157,678,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,011,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,010,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,282,861 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES RESIDENTIAL AND NURSING CARE, WELLNESS AND THERAPY SERVICES THROUGH THE OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY; AND PROVIDES IN-HOME CARE SERVICES TO RESIDENTS AND INDIVIDUALS IN THE GREATER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,443,920 | ExpenseAmt |
| Revenue | $22,583,751 | RevenueAmt |
| Desc | WILLAMETTE VIEW, OPENED IN 1955, IS AN ENTRY FEE-BASED ACCREDITED NOT-FOR-PROFIT CCRC, CONTINUING CARE RETIREMENT COMMUNITY, OFFERING CAMPUS-STYLE LIVING TO 500 SENIORS, AGE 55 AND OLDER. WILLAMETTE VIEW IS NATIONALLY ACCREDITED BY CARF-CCAC, AND IS SITUATED ON 27 PARK-LIKE ACRES OVERLOOKING THE WILLAMETTE RIVER, JUST 8 MILES SOUTH OF DOWNTOWN PORTLAND, OREGON.WILLAMETTE VIEW IS CONSIDERED AN OPEN CAMPUS CCRC. AFTER APPROVAL OF A CONFIDENTIAL RESIDENCY APPLICATION, "APPROVED APPLICANTS" CAN ENTER ANY SERVICE OR CARE LEVEL DIRECTLY (INDEPENDENT, RCF, ALF, OR MEMORY CARE), WHEN AND IF THERE IS AN AVAILABILITY. AN ENTRY FEE IS APPLIED WHEN MOVING INTO "INDEPENDENT" LIVING.WILLAMETTE VIEW OFFERS:* FOUR TYPES OF RESIDENTIAL SERVICE LEVELS - 1) INDEPENDENT LIVING, 2) SUPPORTIVE LIVING IN THE RCF (RESIDENTIAL CARE FACILITY) SETTING, 3) LONG TERM NURSING CARE IN A LICENSED ALF (ASSISTED LIVING FACILITY) SETTING, AND 4) MEMORY CARE LICENSED AS RCF SETTING.* IN-HOME SERVICES, HEALTH AND PROFESSIONAL CARE TO RESIDENTS - MEDICAL AND NON-MEDICAL* WELLNESS, HOSPITALITY & PERSONAL SERVICES* CLINIC SERVICES, THERAPY SERVICES, SOCIAL WORKER AND COUNSELOR SERVICES* SHORT STAY "INFIRMARY" SERVICES AND MEDICARE CERTIFIED BEDS IN A LICENSED SKILLED NURSING FACILITY (SNF)IN ADDITION, THROUGH 'WILLAMETTE VIEW HOME CARE', IN-HOME PRIVATE DUTY HEALTH CARE SERVICES ARE OFFERED TO INDIVIDUALS NOT LIVING ON WILLAMETTE VIEW'S CAMPUS BUT IN THEIR OWN HOMES WITHIN THE PORTLAND METROPOLITAN AREA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,046,254 | ExpenseAmt |
| Revenue | $9,340,817 | RevenueAmt |
| Desc | THE TERRACE AT WILLAMETTE VIEW OFFERS A SUPPORTIVE ENVIRONMENT AS A STATE-LICENSED RESIDENTIAL CARE FACILITY (RF). THE TERRACE PLAYS A VITAL ROLE IN THE CONTINUING CARE CONCEPT BY PROVIDING THE FIRST LEVELS OF SUPPORT TO RESIDENTS WHO FIND THEY NEED HELP WITH SOME OF THE ACTIVITIES OF DAILY LIVING (BATHING, DRESSING, GROOMING, ETC.). STAFF IS AVAILABLE TO ASSIST WITH MEDICATION MANAGEMENT, HOUSEKEEPING, PERSONAL LAUNDRY, SCHEDULED TRANSPORTATION, AND PERSONAL CARE SERVICES.THE HEALTH CENTER IS FOR RESIDENTS NEEDING THE HIGHEST LEVEL OF SERVICES. IT IS BASED ON A 'SOCIAL MODEL AND PERSON-CENTERED CARE APPROACH, WHICH ALLOWS RN-SUPERVISED STAFF TO CARE FOR RESIDENTS IN SMALL "NEIGHBORHOODS" - STUDIO APARTMENTS SURROUND A HOME-LIKE LIVING SPACE IN EACH NEIGHBORHOOD. THERE ARE FOUR NEIGHBORHOODS: THREE ARE LICENSED ALF CARE FOR RESIDENTS NEEDING LONG-TERM ASSISTANCE AND DEPENDENT NURSING CARE, AND ONE LICENSED RCF FOR MEMORY OR ALZHEIMER'S CARE. THERE IS A SEPARATE WING FOR SHORT STAY "INFIRMARY" ADMISSIONS AND MEDICARE CERTIFIED SKILLED CARE NURSING FOR POST-HOSPITALIZATION ADMISSIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,490,174 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 394 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH BODNAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036546581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13021 SE RIVER ROAD SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DEIDRA KRYS-RUSOFF | |||||||||
| CHAIR | 2.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CRAIG IVERSON | |||||||||
| PAST CHAIR | 2.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA ENGLE | |||||||||
| VICE CHAIR | 2.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY AAS | |||||||||
| SECRETARY/TREASURER | 2.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG FITZGERALD | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DEAN BERGAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HARTSOCK | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| SAM VIGIL JR | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FRASER | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK HODAI | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| GINNY SEABROOK | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JIM MARSH | |||||||||
| DIRECTOR | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG VAN VALKENBURG | |||||||||
| PRESIDENT & CEO | 45.00 | 0.20 | Yes (X) | $280,000 | $0 | $22,162 | |||
| BRIAN THOMPSON | |||||||||
| CFO | 45.00 | 0.20 | Yes (X) | $191,007 | $0 | $19,160 | |||
| KIM BUCHHOLZ | |||||||||
| ADMINISTRATOR | 45.00 | 0.00 | $152,810 | $0 | $14,132 | Yes (X) | |||
| MATTHEW HARTLEY | |||||||||
| HEALTHCARE SERVICES ADMIN | 45.00 | 0.00 | $148,542 | $0 | $12,794 | Yes (X) | |||
| DAVID KOHNSTAMM | |||||||||
| DIRECTOR OF WELLNESS | 45.00 | 0.00 | $133,944 | $0 | $19,446 | Yes (X) | |||
| JULIE DIMICK | |||||||||
| PROPERTY DEVELOPMENT | 45.00 | 0.00 | $139,898 | $0 | $12,180 | Yes (X) | |||
| SELENE ANDREASEN | |||||||||
| HUMAN RESOURCE MANAGER | 45.00 | 0.00 | $122,656 | $0 | $11,913 | Yes (X) | |||
| MARK HOLLIS | |||||||||
| DIRECTOR OF SALES | 45.00 | 0.00 | $118,976 | $0 | $19,046 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,287,833 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US FOODS INC | |||||
| PO BOX 3929 | PORTLAND | OR | 97208 | FOOD SERVICES | $473,722 |
| INFINITY REHAB | |||||
| 25117 SW PARKWAY | WILSONVILLE | OR | 97070 | THERAPY SERVICES | $461,267 |
| ALOHA PRODUCE | |||||
| PO BOX 3099 | CLACKAMAS | OR | 97015 | FOOD SERVICES | $391,397 |
| CORFINI GOURMET | |||||
| 8830 SE HERBERT CT | CLACKAMAS | OR | 97015 | FOOD SERVICES | $248,122 |
| TOTAL COMFORT INC | |||||
| 21852 AIRPORT RD NE | AURORA | OR | 97002 | HVAC SERVICES | $216,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $267,170 | AllOtherContributionsAmt |
| Total Contributions | $267,170 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES | 623990 | $16,650,652 | $16,650,652 |
| PATIENTS AND INFIRMARY | 623990 | $8,200,173 | $8,200,173 |
| ENTRANCE FEES | 623990 | $5,335,614 | $5,335,614 |
| DEPARTMENTAL AND OTHER | 623990 | $1,738,129 | $1,738,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,924,568 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,853 | TotalRevenueColumnAmt |
| Exclusion | $633,853 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,304,404 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,368,818 | SecuritiesAmt |
| Other | -$8,400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $935,586 | SecuritiesAmt |
| Other | $8,400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $943,986 | TotalRevenueColumnAmt |
| Exclusion | $943,986 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,769,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,924,568 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,577,839 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,272 | TotalAmt |
| Program Services | $541,312 | ProgramServicesAmt |
| Management And General | $137,960 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,746,410 | TotalAmt |
| Program Services | $8,515,110 | ProgramServicesAmt |
| Management And General | $2,231,300 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,677 | TotalAmt |
| Program Services | $251,390 | ProgramServicesAmt |
| Management And General | $57,287 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,084 | TotalAmt |
| Program Services | $213,444 | ProgramServicesAmt |
| Management And General | $48,640 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,955 | TotalAmt |
| Program Services | $1,821,799 | ProgramServicesAmt |
| Management And General | $415,156 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,723 | TotalAmt |
| Management And General | $24,723 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,460 | TotalAmt |
| Management And General | $82,460 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,486 | TotalAmt |
| Management And General | $93,486 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,272 | TotalAmt |
| Program Services | $191,272 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,210 | TotalAmt |
| Program Services | $484,192 | ProgramServicesAmt |
| Management And General | $870,018 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,281 | TotalAmt |
| Program Services | $250,018 | ProgramServicesAmt |
| Management And General | $345,263 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,320,952 | TotalAmt |
| Program Services | $2,320,952 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,079 | TotalAmt |
| Management And General | $3,284,079 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,540,731 | TotalAmt |
| Management And General | $7,540,731 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,753 | TotalAmt |
| Program Services | $579,753 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $1,711,567 | $1,711,567 | |
| RESIDENT CARE | $727,095 | $727,095 | |
| SUPPLIES | $505,749 | $436,300 | $69,449 |
| MAINTENANCE & REPAIR | $302,513 | $302,513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,381 | TotalAmt |
| Program Services | $143,457 | ProgramServicesAmt |
| Management And General | $94,924 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,785,650 | TotalAmt |
| Program Services | $18,490,174 | ProgramServicesAmt |
| Management And General | $15,295,476 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,418 | BOYAmt |
| EOY | $2,325,563 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,022 | BOYAmt |
| EOY | $7,227,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,355,937 | BOYAmt |
| EOY | $2,539,823 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,111 | BOYAmt |
| EOY | $162,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,510 | BOYAmt |
| EOY | $580,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $177,169,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,914,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,075,711 | BOYAmt |
| EOY | $106,255,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,382,321 | BOYAmt |
| EOY | $25,319,891 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,699,704 | BOYAmt |
| EOY | $9,882,692 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,688,734 | BOYAmt |
| EOY | $154,293,951 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,159,353 | BOYAmt |
| EOY | $2,079,977 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,025,189 | BOYAmt |
| EOY | $45,083,759 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,692,334 | BOYAmt |
| EOY | $74,802,229 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,801,550 | BOYAmt |
| EOY | $19,045,125 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,678,426 | BOYAmt |
| EOY | $141,011,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,278,608 | BOYAmt |
| EOY | $12,439,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,700 | BOYAmt |
| EOY | $843,256 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,010,308 | BOYAmt |
| EOY | $13,282,861 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,688,734 | BOYAmt |
| EOY | $154,293,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$16,073 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,282,898 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,728 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $494,229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,930,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $853,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,170 | CurrentTaxYearAmt |
| Total | $3,945,114 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,095,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,625,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,963,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,732,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,924,568 | CurrentTaxYearAmt |
| Total | $143,341,387 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,589,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,555,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,816,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,133,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,191,738 | CurrentTaxYearAmt |
| Total | $147,286,501 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $683,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,928 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,405,568 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $683,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,928 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,405,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $144,880,933 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $228,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,159,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,299,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,853 | CurrentTaxYearAmt |
| Total | $3,541,434 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $228,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,159,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,299,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,853 | CurrentTaxYearAmt |
| Total | $3,541,434 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,818,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,775,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,976,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,432,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,825,591 | CurrentTaxYearAmt |
| Total | $150,827,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95570 | PublicSupportPY509Pct |
| Investment Income CY | 0.02350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $669,935 | OtherCostOrOtherBasisAmt |
| Book Value | $669,935 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,887,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,106,383 | DepreciationAmt |
| Book Value | $92,781,021 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,413,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,774,314 | DepreciationAmt |
| Book Value | $9,639,268 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,198,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,034,152 | DepreciationAmt |
| Book Value | $3,164,841 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,255,065 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS WHOSE USE IS LIMITED | $5,086,256 |
| PROPERTY HELD FOR DEVELOPMENT | $4,721,436 |
| CARING COMMUNITIES CAPITAL | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,882,692 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APARTMENT DEPOSITS | $335,170 |
| REFUNDABLE ENTRANCE FEES | $18,709,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,045,125 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS, AS THE ORGANIZATION HAS NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN OTHER EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020 OR 2019. NO INTEREST OR PENALTIES WERE ACCRUED FOR THE YEARS ENDED DECEMBER 31, 2020 OR 2019. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG VAN VALKENBURG | ||||||||||||||
| PRESIDENT & CEO | $245,000 | $0 | $35,000 | $0 | $0 | $0 | $6,704 | $0 | $15,458 | $0 | $302,162 | $0 | $0 | $0 |
| BRIAN THOMPSON | ||||||||||||||
| CFO | $181,007 | $0 | $10,000 | $0 | $0 | $0 | $3,351 | $0 | $15,809 | $0 | $210,167 | $0 | $0 | $0 |
| KIM BUCHHOLZ | ||||||||||||||
| ADMINISTRATOR | $141,977 | $0 | $10,833 | $0 | $0 | $0 | $4,584 | $0 | $9,548 | $0 | $166,942 | $0 | $0 | $0 |
| MATTHEW HARTLEY | ||||||||||||||
| HEALTHCARE SERVICES ADMIN | $138,542 | $0 | $10,000 | $0 | $0 | $0 | $4,456 | $0 | $8,338 | $0 | $161,336 | $0 | $0 | $0 |
| DAVID KOHNSTAMM | ||||||||||||||
| DIRECTOR OF WELLNESS | $123,944 | $0 | $10,000 | $0 | $0 | $0 | $4,018 | $0 | $15,428 | $0 | $153,390 | $0 | $0 | $0 |
| JULIE DIMICK | ||||||||||||||
| PROPERTY DEVELOPMENT | $129,065 | $0 | $10,833 | $0 | $0 | $0 | $4,197 | $0 | $7,983 | $0 | $152,078 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE EMPLOYMENT CONTRACT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL FACILITY AUTHORITY OF CLACKAMAS COUNTY OREGON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 930847114 | BondIssuerEIN |
| CUSIP | 179027WR4 | CUSIPNum |
| Bond Issued | 2017-12-28 | BondIssuedDt |
| Issue Price | $94,015,514 | IssuePriceAmt |
| Purpose | FINANCE AND REIMBURSE PROJECT COSTS; REFUND 2010 SERIES A AND B BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $15,987,012 | RetiredAmt |
| Total Proceeds | $94,015,514 | TotalProceedsAmt |
| In Reserve Fund | $4,649,902 | InReserveFundAmt |
| Issuance Costs From Proceeds | $1,573,667 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $4,263,104 | CapitalExpendituresAmt |
| Other Spent Proceeds | $35,369,862 | OtherSpentProceedsAmt |
| Unspent | $4,649,903 | UnspentAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE, CFO AND PRESIDENT REVIEW FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS AND ALL EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND WHEN SERVICE FIRST BEGINS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION FOR THE CEO AND OTHER OFFICERS IS DETERMINED ANNUALLY BASED ON REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS AND BASED ON A MARKET COMPENSATION STUDY. THE APPROVAL IS DOCUMENTED IN THE MINUTES AND THE AMOUNT OF COMPENSATION IS DOCUMENTED IN THE EMPLOYMENT CONTRACT. THIS PROCESS WAS LAST COMPLETED IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DECONSOLIDATION OF HILLSIDE SENIOR SERVICES 5,728. |
| FORM 990. PART XII, LINE 2C | THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSIDE SENIOR SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13021 SE RIVER ROAD SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200176561 | EIN |
| Primary Activities | OPERATION OF ELDER CARE FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |