2020-11-16T16:36:57-06:00 2019-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2019-01-01 930463816 WILLAMETTE VIEW INC WILL 5036546581 13021 SE RIVER ROAD 1000 PORTLAND OR 97222 BRIAN THOMPSON CFO 5036546581 2020-11-16 1 WENDY CAMPOS P00448102 5032421447 2020-11-16 73.240.45.145 2020-11-16 12:04:46 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CEB32098E0DA78823741A708D31426FEC07C0BDB 2019 2021-01-29 14:40:06Z CRAIG VAN VALKENBURG 13021 SE RIVER ROAD 1000 PORTLAND OR 97222 35447624 0 X WILLAMETTEVIEW.ORG X 1955 OR 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. 11 11 445 60 0 0 853345 400343 27963608 31732709 740721 1260093 0 0 29557674 33393145 0 0 0 0 13661042 14348186 72400 76800 76800 14852249 17040131 28585691 31465117 971983 1928028 148786232 169688734 140928969 157678426 7857263 12010308 X 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. 0 0 8680381 23442399 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. 10023811 8290310 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. 18704192 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 89 0 1 445 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X KEITH BODNAR 5036546581 13021 SE RIVER ROAD PORTLAND OR 97222 CRAIG IVERSON CHAIR 2.00 0.20 X X 0 0 0 GREG FITZGERALD PAST CHAIR 2.00 0.20 X X 0 0 0 GARY AAS SECRETARY & TREASURER 2.00 0.20 X 0 0 0 MICHAEL FRASER DIRECTOR 2.00 0.20 X 0 0 0 JOHN HARTSOCK DIRECTOR 2.00 0.20 X 0 0 0 LYNDA WARREN DIRECTOR 2.00 0.20 X 0 0 0 DEIDRA KRYS-RUSOFF DIRECTOR 2.00 0.20 X 0 0 0 SAM VIGIL JR DIRECTOR 2.00 0.20 X 0 0 0 PATRICK HODAI DIRECTOR 2.00 0.20 X 0 0 0 LAURA ENGLE DIRECTOR 2.00 0.20 X 0 0 0 GINNY SEABROOK DIRECTOR 2.00 0.20 X 0 0 0 CRAIG VAN VALKENBURG PRESIDENT & CEO 45.00 0.20 X 244771 0 22216 BRIAN THOMPSON CFO 45.00 0.20 X 163200 0 20198 KIM BUCHHOLZ ADMINISTRATOR 45.00 X 150705 0 12795 MARK HOLLIS DIRECTOR OF SALES 45.00 X 153568 0 19557 MATTHEW HARTLEY HEALTHCARE SERVICES ADMIN 45.00 X 145231 0 14710 JULIE DIMICK PROPERTY DEVELOPMENT 45.00 X 136131 0 12187 DAVID KOHNSTAMM DIRECTOR OF WELLNESS 45.00 X 121000 0 18865 ALISON KANNISTO DIRECTOR OF NURSING 45.00 X 112902 0 11448 1227508 0 131976 10 0 1 0 INFINITY REHAB 25117 SW PARKWAY WILSONVILLE OR 97070 THERAPY SERVICES 551031 US FOODS INC PO BOX 3929 PORTLAND OR 97208 FOOD SERVICES 367890 ALOHA PRODUCE PO BOX 3099 CLACKAMAS OR 97015 FOOD SERVICES 362363 WALSH CONSTRUCTION 2905 SW 1ST AVE PORTLAND OR 97201 CONSTRUCTION MANAGEMENT 308300 CORFINI GOURMET 8830 SE HERBERT CT CLACKAMAS OR 97015 FOOD SERVICES 303042 25 400343 6500 400343 RESIDENT FEES 623990 15263759 15263759 PATIENTS AND INFIRMARY 623990 8290310 8290310 ENTRANCE FEES 623990 6131235 6131235 DEPARTMENTAL 623990 1270180 1270180 OTHER RESIDENT INCOME 623990 777225 777225 31732709 1299269 1299269 2015303 2105506 -51027 -90203 51027 -39176 -39176 33393145 31732709 0 1260093 613884 491107 122777 10826998 8771591 2055407 305116 250195 54921 309168 253518 55650 2293020 1880276 412744 14562 14562 89903 16367 73536 76800 76800 84663 84663 101836 101836 1490254 588117 902137 611955 236997 374958 2023838 2023838 2374125 2374125 6071390 6071390 395064 395064 FOOD COSTS 1933470 1933470 RESIDENT CARE 979784 979784 SUPPLIES 633691 546436 87255 MAINTENANCE & REPAIR 235596 235596 31465117 18704192 12684125 76800 3115670 1596418 1292595 1739022 1411925 3355937 126138 112111 834566 727510 173449829 63374118 86154414 110075711 15775804 23382321 40075120 28699704 148786232 169688734 4339320 4159353 33200866 44025189 91343507 90692334 12045276 18801550 140928969 157678426 X 7857263 11278608 731700 7857263 12010308 148786232 169688734 X 1928028 2224156 861 X X 0 1 X 1 0 X 264128 494229 1930027 853345 400343 3942072 25374666 25095058 26625444 27963608 31732709 136791485 25638794 25589287 28555471 28816953 32133052 140733557 0 852330 683275 986365 735928 3257898 852330 683275 986365 735928 3257898 137475659 205162 228951 220071 1159290 1299269 3112743 205162 228951 220071 1159290 1299269 3112743 25843956 25818238 28775542 29976243 33432321 143846300 0.95570 0.95320 0.02160 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 669935 669935 149088743 54253481 94835262 16787120 5250115 11537005 6904031 3870522 3033509 110075711 ASSETS WHOSE USE IS LIMITED 24282915 PROPERTY HELD FOR DEVELOPMENT 4416789 28699704 APARTMENT DEPOSITS 337300 REFUNDABLE ENTRANCE FEES 18464250 18801550 X PART X, LINE 2: 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, 2019 OR 2018. NO INTEREST OR PENALTIES WERE ACCRUED FOR THE YEARS ENDED DECEMBER 31, 2019 OR 2018. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. X X X X 1 AVENUE2POSSIBILITIES LLC 19927 SW VALIANT DR BEAVERTON OR 97007 FUNDRAISING CONSULTING 0 0 76800 -76800 76800 -76800 OR X X 0 0 0 0 0 0 0 0 0 CRAIG VAN VALKENBURG PRESIDENT & CEO 244771 0 0 0 0 0 7343 0 14873 0 266987 0 0 0 BRIAN THOMPSON CFO 163200 0 0 0 0 0 4708 0 15490 0 183398 0 0 0 KIM BUCHHOLZ ADMINISTRATOR 138605 0 10800 0 1300 0 4521 0 8274 0 163500 0 0 0 MARK HOLLIS DIRECTOR OF SALES 92418 0 18500 0 42650 0 4607 0 14950 0 173125 0 0 0 MATTHEW HARTLEY HEALTHCARE SERVICES ADMIN 132848 0 12383 0 0 0 4357 0 10353 0 159941 0 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE EMPLOYMENT CONTRACT. A HOSPITAL FACILITY AUTHORITY OF CLACKAMAS COUNTY OREGON 930847114 179027WR4 2017-12-28 94015514 FINANCE AND REIMBURSE PROJECT COSTS; REFUND 2010 SERIES A AND B BONDS 0 0 0 A 849503 94015514 4391264 1880310 48007238 35369862 8654369 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 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 2019. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: HSS ACTIVITY 861. FORM 990. PART XII, LINE 2C THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HILLSIDE SENIOR SERVICES INC 13021 SE RIVER ROAD SUITE 1000 PORTLAND OR 97222 200176561 OPERATION OF ELDER CARE FACILITY OR 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0