OREGON BAPTIST RETIREMENT HOME: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OREGON BAPTIST RETIREMENT HOME (EIN 93-0394143)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-24
- IRS object ID
- 202520559349301902
- Schema version
- 2023v6.0
- 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 | 2025-02-24T20:01:40-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CENTERPOINTE DRIVE SUITE 300 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970358663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930394143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON BAPTIST RETIREMENT HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032363496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 301067 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97294 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE JOHNSON | PersonNm |
| Person Title | BOARD SECRETARY | PersonTitleTxt |
| Phone | 5032363496 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER PERRIER | PreparerPersonNm |
| PTIN | P01321794 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKVIEW CHRISTIAN RETIREMENT COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELAINE JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 301067 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97294 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,305,591 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.TO PROVIDE SENIORS WITH INDEPENDENCE AND RESPECT IN AN AFFORDABLE CHRISTIAN COMMUNITY THAT OFFERS A CONTINUUM OF RESIDENTIAL FACILITIES AND SERVICES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $935,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,292,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,190,489 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,094 | PYInvestmentIncomeAmt |
| CY Investment Income | $704,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,394 | PYOtherRevenueAmt |
| CY Other Revenue | $7,540 | CYOtherRevenueAmt |
| PY Total Revenue | $6,339,808 | PYTotalRevenueAmt |
| CY Total Revenue | $1,912,900 | 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 | $2,120,391 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $602,470 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,903,623 | PYOtherExpensesAmt |
| CY Other Expenses | $1,755,087 | CYOtherExpensesAmt |
| PY Total Expenses | $7,024,014 | PYTotalExpensesAmt |
| CY Total Expenses | $2,357,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$684,206 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$444,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,260,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,514,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,483,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192,890 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,777,344 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,321,370 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OREGON BAPTIST RETIREMENT HOMES (DBA PARKVIEW CHRISTIAN RETIREMENT COMMUNITY) WAS ORGANIZED ON OCTOBER 19, 1944 AND IS INCORPORATED UNDER THE OREGON NONPROFIT CORPORATION ACT. (SEE SCHEDULE O).THE MISSION OF PARKVIEW CHRISTIAN RETIREMENT COMMUNITY IS TO PROVIDE SENIORS WITH INDEPENDENCE AND RESPECT IN AN AFFORDABLE CHRISTIAN COMMUNITY THAT OFFERS A CONTINUUM OF RESIDENTIAL FACILITIES AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,818,287 | ExpenseAmt |
| Revenue | $1,194,489 | RevenueAmt |
| Desc | RESIDENT SERVICES: PROVIDE SENIORS WITH INDEPENDENCE AND RESPECT IN AN AFFORDABLE CHRISTIAN COMMUNITY THAT OFFERS A CONTINUUM OF RESIDENTIAL FACILITIES AND SERVICES. | Desc |
| Total Program Service Expenses | $1,818,287 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 78 | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | ELAINE JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032557160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 301067 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97294 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR DAVID ANDERSON | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRY WHITEHILL | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR ELAINE JOHNSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA WOLCHECK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAY HARTLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDI CAMPBELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MAYNARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN FAST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER SCHULTZ | ||||||
| FINANCIAL AND EXECUTIVE DI | 40.00 | Yes (X) | $81,912 | $0 | $3,801 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $81,912 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,801 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICES | $590,979 |
| PACIFIC OFFICE AUTOMATION | |||||
| PO BOX 03031 | LOS ANGELES | CA | 90030 | COPIER/PRINTER LEASE - POYOFF OF CONTRAC | $103,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,815 | AllOtherContributionsAmt |
| Total Contributions | $10,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LODGING, MEALS, & SVCS. | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $1,190,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,190,489 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,190,489 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,611 | TotalRevenueColumnAmt |
| Exclusion | $49,611 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,540 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,540 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,540 | TotalRevenueColumnAmt |
| Exclusion | $3,540 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,047,136 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,392,691 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $654,445 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $654,445 | TotalRevenueColumnAmt |
| Exclusion | $654,445 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $4,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,912,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,194,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $707,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,256 | TotalAmt |
| Program Services | $7,628 | ProgramServicesAmt |
| Management And General | $7,628 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,037 | TotalAmt |
| Program Services | $346,583 | ProgramServicesAmt |
| Management And General | $64,454 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,557 | TotalAmt |
| Program Services | $25,718 | ProgramServicesAmt |
| Management And General | $3,839 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,620 | TotalAmt |
| Program Services | $98,181 | ProgramServicesAmt |
| Management And General | $48,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,181 | TotalAmt |
| Program Services | $531,156 | ProgramServicesAmt |
| Management And General | $300,025 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,304 | TotalAmt |
| Program Services | $2,136 | ProgramServicesAmt |
| Management And General | $11,168 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,787 | TotalAmt |
| Program Services | $126,188 | ProgramServicesAmt |
| Management And General | $1,599 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,009 | TotalAmt |
| Program Services | $1,918 | ProgramServicesAmt |
| Management And General | $91 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092 | TotalAmt |
| Program Services | $2,092 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,610 | TotalAmt |
| Program Services | $71,610 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,419 | TotalAmt |
| Program Services | $138,924 | ProgramServicesAmt |
| Management And General | $3,495 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,922 | TotalAmt |
| Program Services | $103,483 | ProgramServicesAmt |
| Management And General | $6,439 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BOND DEFEASANCE | $158,243 | $158,243 | |
| REPAIRS AND MAINTENANCE | $118,066 | $41,906 | $76,160 |
| FOOD | $98,923 | $98,702 | $221 |
| BAD DEBT EXPENSE | $48,442 | $48,442 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,089 | TotalAmt |
| Program Services | $15,377 | ProgramServicesAmt |
| Management And General | $15,712 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,357,557 | TotalAmt |
| Program Services | $1,818,287 | ProgramServicesAmt |
| Management And General | $539,270 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,044 | BOYAmt |
| EOY | $361,627 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,049 | BOYAmt |
| EOY | $1,993,663 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,830 | BOYAmt |
| EOY | $917,289 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,019 | BOYAmt |
| EOY | $228,201 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,740 | BOYAmt |
| EOY | $13,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,198,199 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,260,881 | BOYAmt |
| EOY | $3,514,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,935 | BOYAmt |
| EOY | $186,330 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683,529 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,073 | BOYAmt |
| EOY | $6,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,483,537 | BOYAmt |
| EOY | $192,890 | 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 | $3,761,750 | BOYAmt |
| EOY | $3,310,555 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,594 | BOYAmt |
| EOY | $10,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,777,344 | BOYAmt |
| EOY | $3,321,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,260,881 | BOYAmt |
| EOY | $3,514,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$444,657 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$11,317 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $789,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $438,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $935,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,815 | CurrentTaxYearAmt |
| Total | $2,264,869 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,926,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,038,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,139,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,292,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,190,489 | CurrentTaxYearAmt |
| Total | $21,587,340 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,716,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,476,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,229,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,228,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,201,304 | CurrentTaxYearAmt |
| Total | $23,852,209 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,852,209 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,151 | CurrentTaxYearAmt |
| Total | $465,520 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,151 | CurrentTaxYearAmt |
| Total | $465,520 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,304 | CurrentTaxYearAmt |
| Total | $102,888 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,861,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,618,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,347,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,335,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,257,759 | CurrentTaxYearAmt |
| Total | $24,420,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97670 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96770 | PublicSupportPY509Pct |
| Investment Income CY | 0.01910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ACCRUED LIABILITIES | Desc |
| Amt | $6,560 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,560 | TotalLiabilityAmt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (3 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| EAST GATEWAY HOLDINGS LLC | |||||||||
| 1820 NE 106TH AVE; 1824 BE 106TH AVE; 1910 NE 106TH AVE; 1918 NE 106TH AVE; AND 1825 NE 108TH AVE, PORTLAND, OR 97220 - LAND, BUILDING, AND ALL ASSETS CONTAINED IN. | 2024-01-31 | $5,455,599 | ADVISED BY AND CONTRACTED WITH ZIEGLER SPECIALITY BANKING FOR THE SALE. | 990449307 | 1775 HANCOCK STREET SUITE 200 | SAN DIEGO | CA | 92110 | OREGON LIMITED LIABILITY COMPANY |
| EAST GATEWAY HOLDINGS LLC | |||||||||
| 10801 NE WEIDER AVENUE, PORTLAND, OR 97220- LAND, BUILDING, AND ALL ASSETS CONTAINED IN. | 2024-02-22 | $1,894,402 | ADVISED BY AND CONTRACTED WITH ZIEGLER SPECIALITY BANKING FOR THE SALE. | 990449307 | 1775 HANCOCK STREET SUITE 200 | SAN DIEGO | CA | 92110 | OREGON LIMITED LIABILITY COMPANY |
| REO THREE LLC | |||||||||
| 1812 NE 106TH AVENUE, PORTLAND, OR 97220- LAND, BUILDING, AND ALL ASSETS CONTAINED IN. | 2024-02-22 | $450,000 | ADVISED BY AND CONTRACTED WITH ZIEGLER SPECIALITY BANKING FOR THE SALE. | 330793971 | 1775 HANCOCK STREET SUITE 200 | SAN DIEGO | CA | 92110 | OREGON LIMITED LIABILITY COMPANY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH N PART II, LINE 1D | FormAndLineReferenceDesc |
| Explanation | ALL TANGIBLE ASSETS WERE SOLD IN TWO SEPARATE CLOSING TO EAST GATEWAY HOLDINGS/REO THREE LLC (BOTH ENTITIES OF THE SAME CORPOARTION). THE SALE WAS CONTRACTED/ADVISED BY ZIEGLER SPECIALITY BANKING WHO PROVIDES ITS CLIENTS WITH CAPITAL RAISING, STRATEGIC ADVISORY SERVICES, EQUITY AND FIXED INCOME SALES & TRADING AND RESEARCH. ZEIGLER'S DEEP KNOWLEGDE OF THE INDUSTRY AND MARKET RESEARCH SPECIALIZING IN HEALTHCARE, SENIOR LIVING, AND EDUCATION SECTORS HELPED THE ORGANIZATION FIND INTERESTED PARTIES AND NEGOTIATE THE SALE(S). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING THE FISCAL YEAR END, THE ORGANIZATION SOLD THE MAJOIRTY OF THEIR ASSETS TO ANOTHER ORGANIZATION (SEE SECTION N) AND NO LONGER PROVIDES INDEPENDENT OR ASSSITED LIVING DIRECTLY TO RESIDENTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | TERRY WHITEHILL IS THE UNCLE OF ERIN FAST |
| FORM 990, PART VI, SECTION A, LINE 2 | ELAINE AND LARRY JOHNSON ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CONSULTANT AND OFFICERS PRIOR TO FILING. THE FORM IS ALSO MADE AVAILABLE TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY ACKNOWLEDGE THAT THEY HAVE RECEIVED AND READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS ARE TO BE RESOLVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. COMPARABLE SALARY SURVEYS ARE UTILIZED IN THIS PROCESS. COMPENSATION FOR OTHER EMPLOYEES IS ESTABLISHED BY THE EXECUTIVE DIRECTOR AS PART OF THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE ORGANIZATION'S FORM 990 ARE PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 531,156. MANAGEMENT AND GENERAL EXPENSES 300,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 831,181. |