FRIENDSHIP HEALTH CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP HEALTH CENTER INC (EIN 93-0613108)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2013-01-14
- IRS object ID
- 201300149349301400
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-01-14T18:34:49-06:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930613108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP HEALTH CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 5032311411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 SE HOLGATE BLVD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEPTEMBER FRAY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5032311411 | Phone |
| Date Signed | 2013-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SEPTEMBER FRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 SE HOLGATE BLVD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9256244 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOLGATECENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | HEALTH CARE SERVICES - SKILLED NURSING FACILITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 283 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7580 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 225 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9032409 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9080506 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 99535 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26998 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 76425 | OtherRevenuePriorYear |
| Other Revenue Current Year | 148515 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9215949 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9256244 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5205412 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5462213 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4121358 | OtherExpensePriorYear |
| Other Expenses Current Year | 4202411 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9326770 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9664624 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -110821 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -408380 | RevenuesLessExpensesCY |
| Total Assets BOY | 8450922 | TotalAssetsBOY |
| Total Assets EOY | 7969738 | TotalAssetsEOY |
| Total Liabilities BOY | 6836777 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6763973 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1614145 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1205765 | NetAssetsOrFundBalancesEOY |
| Mission Description | HEALTH CARE SERVICES - SKILLED NURSING FACILITY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8270245 | Expense |
| Revenue | 9229021 | Revenue |
| Description | HEALTH CARE SERVICES - CARE FOR THE ELDERLY AVERAGE FTE CENSUS 84 BEDS OF 100-BED FACILITY | Description |
| Total Program Service Expense | 8270245 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 283 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEPTEMBER FRAY | NamePerson |
| Telephone Number | 5032311411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 SE HOLGATE BLVD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DIANE GOETZ | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| EV SMITH | ||||||
| VICE BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOAN COMPTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BERNIECE HUNTLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY CLARK | ||||||
| GRAND MASTER | 1.00 | X | X | 0 | 0 | 0 |
| PATRICIA OLSON | ||||||
| GRAND SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BABE BOGEART | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM HAWES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOYCE LYNN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAN MATHEWS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERRY BROADDUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SEPTEMBER FRAY | ||||||
| EXECUTIVE DIRECTOR | 25.00 | X | 146599 | 0 | 10966 | |
| JUSTIN SPEER | ||||||
| CFO | 25.00 | X | 64010 | 0 | 10521 | |
| DAVID MCMANAWAY | ||||||
| DNS | 25.00 | X | 97315 | 0 | 20866 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 307924 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42353 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CONSONUS REHAB | |||||
| PO BOX 4800 | PORTLAND | OR | 97208 | REHAB PROVIDER | 711292 |
| DEPARTMENT OF HUMAN SERVICES | |||||
| 500 SUMMER STREET NE E-08 | SALEM | OR | 97301 | SERVICES | 502476 |
| AFCO | |||||
| DEPT LA 21315 | PASADENA | CA | 91185 | SERVICES | 276245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 225 | AllOtherContributions |
| Total Contributions | 225 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 9080506 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9080506 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9080506 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26998 | TotalRevenueColumn |
| Exclusion | $26,998 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 148515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 148515 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 148515 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9256244 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9229021 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,998 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367586 | Total |
| Management And General | 367586 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4221140 | Total |
| Program Services | 4102104 | ProgramServices |
| Management And General | 119036 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45448 | Total |
| Management And General | 45448 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828039 | Total |
| Program Services | 778546 | ProgramServices |
| Management And General | 49493 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31042 | Total |
| Management And General | 31042 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87457 | Total |
| Management And General | 87457 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1211578 | Total |
| Program Services | 1205157 | ProgramServices |
| Management And General | 6421 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14325 | Total |
| Program Services | 1296 | ProgramServices |
| Management And General | 13029 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148026 | Total |
| Program Services | 10821 | ProgramServices |
| Management And General | 137205 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73072 | Total |
| Management And General | 73072 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261055 | Total |
| Program Services | 261055 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34721 | Total |
| Program Services | 6753 | ProgramServices |
| Management And General | 27968 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355680 | Total |
| Management And General | 355680 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286590 | Total |
| Program Services | 286590 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353275 | Total |
| Program Services | 353275 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROVIDER TAX EXPENSE | 490936 | 490936 |
| NURSING SUPPLIES | 387585 | 387585 |
| DIETARY EXPENSE | 185798 | 185798 |
| PHARMACY EXPENSE | 124620 | 124620 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156651 | Total |
| Program Services | 75709 | ProgramServices |
| Management And General | 80942 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9664624 | Total |
| Program Services | 8270245 | ProgramServices |
| Management And General | 1394379 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119362 | BOY |
| EOY | 140469 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 20000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990359 | BOY |
| EOY | 1006985 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13977 | BOY |
| EOY | 54773 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10441299 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5313671 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5261511 | BOY |
| EOY | 5127628 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2065713 | BOY |
| EOY | 1619883 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8450922 | BOY |
| EOY | 7969738 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1476570 | BOY |
| EOY | 1528524 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4681244 | BOY |
| EOY | 4813993 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 116456 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678963 | BOY |
| EOY | 305000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6836777 | BOY |
| EOY | 6763973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614144 | BOY |
| EOY | 1205765 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614144 | BOY |
| EOY | 1205765 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8450922 | BOY |
| EOY | 7969738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -408380 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 225 | CurrentTaxYear |
| Total | 135823 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8912856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8565761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9257341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9032409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9080506 | CurrentTaxYear |
| Total | 44848873 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8963239 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8616251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9284486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9039989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9080731 | CurrentTaxYear |
| Total | 44984696 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 24238 | CurrentTaxYear |
| Total | 24238 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 24238 | CurrentTaxYear |
| Total | 24238 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 44960458 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26579 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26998 | CurrentTaxYear |
| Total | 261693 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26579 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26998 | CurrentTaxYear |
| Total | 261693 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 15610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148515 | CurrentTaxYear |
| Total | 240550 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9023413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8664658 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9326675 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9215949 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9256244 | CurrentTaxYear |
| Total | 45486939 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98840 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00580 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00600 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART III LINE 12 CONSISTS OF MISCELLANEOUS INCOME RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION. | GeneralExplanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7642078 | OtherCostOrOtherBasis |
| Depreciation | 3534194 | Depreciation |
| Book Value | 4107884 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 534403 | OtherCostOrOtherBasis |
| Depreciation | 338951 | Depreciation |
| Book Value | 195452 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2173142 | OtherCostOrOtherBasis |
| Depreciation | 1417828 | Depreciation |
| Book Value | 755314 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91676 | OtherCostOrOtherBasis |
| Depreciation | 22698 | Depreciation |
| Book Value | 68978 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5127628 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESTIMATED PROFESSIONAL LIABILITY RECOVERIES | 305000 |
| ASSETS WHOSE USE IS LIMITED, INTENDED FOR LONG TERM | 1117117 |
| BOND ISSUANCE COST | 500508 |
| ASSETS WHOSE USE IS LIMITED, CURRENT PORTION | 553469 |
| INTERCOMPANY RECEIVABLES, NET | -856211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1619883 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED PROFESSIONAL LIABILITY CLAIMS | Description |
| Amount | $305,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 305000 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE AFFILIATED COMPANIES ARE NON-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE AFFILIATED COMPANIES QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE AFFILIATED COMPANIES FOLLOWS FASB ASC 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE AFFILIATED COMPANIES RECOGNIZE 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. THERE WERE NO UNRECOGNIZED TAX BENEFITS AT FEBRUARY 29, 2012 AND FEBRUARY 28, 2011. THE AFFILIATED COMPANIES RECOGNIZE INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED FEBRUARY 29, 2012 AND FEBRUARY 28, 2011, THE AFFILIATED COMPANIES RECOGNIZED NO INTEREST AND PENALTIES. THE AFFILIATED COMPANIES FILES AN EXEMPT ORGANIZATION INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION, AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2008 FOR ITS FEDERAL AND STATE FILINGS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEPTEMBER FRAY | NamePerson |
| Base Compensation Filing Org | 146599 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10966 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157565 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION'S BOARD DOES NOT UTILIZE COMMITTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS WITH A Q&A REVIEW PROCESS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY AT THE QUALITY ASSURANCE MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS REVIEWED BY A BOARD APPOINTED COMMITTEE AND FINAL APPROVAL PROVIDED BY THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ANNUAL FINANCIAL STATEMENTS ARE MADE AVAILABLE ON WEBSITE EMMA. | |
| FORM 990, PART VII | 1- SEPTEMBER FRAY, EXECUTIVE DIRECTOR ODD FELLOWS HOME OF OREGON - 10 HOURS KENILWORTH PARK PLAZA - 5 HOURS 2- JUSTIN SPEER, CFO ODD FELLOWS HOME OF OREGON - 10 HOURS KENILWORTH PARK PLAZA - 5 HOURS 3- DAVID MCMANAWAY, DNS ODD FELLOWS HOME OF OREGON - 10 HOURS KENILWORTH PARK PLAZA - 5 HOURS | AVERAGE HOURS PER WEEK FROM RELATED ORGANIZATIONS |
| FORM 990, PART XI, LINE 5: | ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ODD FELLOWS HOME OF OREGON | ||||||||||
| 3102 SE HOLGATE BLVD | PORTLAND | OR | 97202 | 930391597 | RESIDENTIAL CARE | OR | 501(C)3 | LINE 9 | N/A | 0 |
| IOOF GRAND LODGE | ||||||||||
| 3202 SE HOLGATE BLVD | PORTLAND | OR | 97202 | 930195535 | BENEVOLENT ORGANIZATION | OR | 501(C)8 | N/A | 0 | |
| KENILWORTH PARK PLAZA | ||||||||||
| 3314 SE HOLGATE BLVD | PORTLAND | OR | 97202 | 930740167 | LOW INCOME/SUBSIDIZED (HUD) HOUSING FOR THE ELDERLY | OR | 501(C)3 | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| IOOF GRAND LODGE | ||
| J | 12000 | FAIR MARKET VALUE |
| KENILWORTH PARK PLAZA | ||
| K | 60000 | FAIR MARKET VALUE |
| ODD FELLOWS HOME OF OREGON | ||
| P | 174909 | ACTUAL PAYMENTS |
| KENILWORTH PARK PLAZA | ||
| O | 115824 | ACTUAL PAYMENTS |