Civic Intelligence

Rose Villa Inc.

990 • Fiscal year 2014 • EIN 93-0471873

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

13505 SE River RoadPortland, OR 97222

(503) 654-3171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.93x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

10.35x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

6th percentile

-24%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$174,230

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

99th percentile

343%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-8.7%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Assets

Up

$79,621,001

Up $61,657,463 (+343%) from 2013

Net Assets

Down

$5,476,926

Down $1,710,713 (-24%) from 2013

Liabilities

Up

$74,144,075

Up $63,368,176 (+588%) from 2013

Revenue

Down

$7,161,341

Down $684,751 (-8.7%) from 2013

Expenses

Up

$8,904,454

Up $687,397 (+8.4%) from 2013

Net Income

Down

-$1,743,113

Down $1,372,148 (-370%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$100M$0-$100MAssets 2010: $12,593,712Liabilities 2010: $5,459,045Net Assets 2010: $7,134,6672010Assets 2011: $14,808,321Liabilities 2011: $7,437,010Net Assets 2011: $7,371,3112011Assets 2012: $15,762,206Liabilities 2012: $8,282,208Net Assets 2012: $7,479,9982012Assets 2013: $17,963,538Liabilities 2013: $10,775,899Net Assets 2013: $7,187,6392013Assets 2014: $79,621,001Liabilities 2014: $74,144,075Net Assets 2014: $5,476,9262014Assets 2015: $81,382,826Liabilities 2015: $77,795,500Net Assets 2015: $3,587,3262015Assets 2016: $75,769,733Liabilities 2016: $75,110,049Net Assets 2016: $659,6842016Assets 2017: $78,663,310Liabilities 2017: $80,896,682Net Assets 2017: -$2,233,3722017Assets 2018: $93,326,289Liabilities 2018: $99,057,377Net Assets 2018: -$5,731,0882018Assets 2019: $100,593,751Liabilities 2019: $108,061,710Net Assets 2019: -$7,467,9592019Assets 2020: $176,601,555Liabilities 2020: $184,368,506Net Assets 2020: -$7,766,9512020Assets 2021: $178,624,912Liabilities 2021: $187,568,377Net Assets 2021: -$8,943,4652021Assets 2022: $171,099,192Liabilities 2022: $188,536,954Net Assets 2022: -$17,437,7622022Assets 2023: $164,665,076Liabilities 2023: $185,035,190Net Assets 2023: -$20,370,1142023Assets 2024: $164,767,935Liabilities 2024: $185,059,116Net Assets 2024: -$20,291,1812024

Highlighted filing

2014

Assets$79,621,001
Liabilities$74,144,075
Net Assets$5,476,926

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2010: $6,907,361Expenses 2010: $6,954,090Net Income 2010: -$46,7292010Revenue 2011: $7,416,932Expenses 2011: $7,061,566Net Income 2011: $355,3662011Expenses 2012: $7,426,8002012Revenue 2013: $7,846,092Expenses 2013: $8,217,057Net Income 2013: -$370,9652013Revenue 2014: $7,161,341Expenses 2014: $8,904,454Net Income 2014: -$1,743,1132014Revenue 2015: $8,050,494Expenses 2015: $9,815,898Net Income 2015: -$1,765,4042015Revenue 2016: $12,319,285Expenses 2016: $15,278,825Net Income 2016: -$2,959,5402016Revenue 2017: $13,408,569Expenses 2017: $16,852,328Net Income 2017: -$3,443,7592017Revenue 2018: $14,472,441Expenses 2018: $17,283,178Net Income 2018: -$2,810,7372018Revenue 2019: $16,449,064Expenses 2019: $19,210,696Net Income 2019: -$2,761,6322019Revenue 2020: $17,350,403Expenses 2020: $20,137,884Net Income 2020: -$2,787,4812020Revenue 2021: $20,737,089Expenses 2021: $19,672,254Net Income 2021: $1,064,8352021Revenue 2022: $18,828,045Expenses 2022: $23,590,776Net Income 2022: -$4,762,7312022Revenue 2023: $23,521,901Expenses 2023: $27,881,358Net Income 2023: -$4,359,4572023Revenue 2024: $26,535,537Expenses 2024: $28,856,142Net Income 2024: -$2,320,6052024

Highlighted filing

2014

Revenue$7,161,341
Expenses$8,904,454
Net Income-$1,743,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$8,087,009
Mission and Program Overview

Mission

Supporting seniors to live the life of their choosing by partnering with them to provide a high quality, inclusive, engaging, innovative, and financially sustainable environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,192,602$46,922,370▲ $43,729,768
Land, Buildings, and Equipment, Net$12,955,694$24,396,349▲ $11,440,655
Intangible Assets-$2,060,583-
Cash and Non-Interest-Bearing Accounts$137,309$1,399,713▲ $1,262,404
Accounts Receivable$236,599$193,500▼ $43,099
Prepaid Expenses and Deferred Charges$122,310$184,180▲ $61,870
Inventories for Sale or Use$25,587$30,155▲ $4,568
Savings and Temporary Cash Investments$237,434$1,157▼ $236,277
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$17,963,538$79,621,001▲ $61,657,463
Other Assets Total$1,056,003$4,432,994▲ $3,376,991
Liabilities
Tax Exempt Bond Liabilities-$60,538,098-
Deferred Revenue$8,467,849$8,630,952▲ $163,103
Accounts Payable and Accrued Expenses$1,154,660$2,882,613▲ $1,727,953
Other Liabilities$1,096,640$1,697,935▲ $601,295
Mortgage Notes Payable Secured by Investment Property$56,750$394,477▲ $337,727
Total Liabilities$10,775,899$74,144,075▲ $63,368,176
Net Assets / Fund Balance
Unrestricted Net Assets$6,988,846$5,272,859▼ $1,715,987
Temporarily Rstr Net Assets$188,793$194,067▲ $5,274
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$7,187,639$5,476,926▼ $1,710,713
Total Liabilities and Net Assets / Fund Balance$17,963,538$79,621,001▲ $61,657,463

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,111,998$523,008$15,635,006
Buildings$7,328,412$7,869,080$15,197,492
Equipment$972,662$1,044,423$2,017,085
Land$983,277-$983,277
Other Assets Org$2,760,278--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$22,951-▲ $3,213$4,884$21,280
2013$27,080-▼ $1,089$3,040$22,951
2012$25,462-▲ $2,291$673$27,080
2011$23,334-▲ $2,988$860$25,462
2010-$10,000▲ $13,334-$23,334
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vassar T ByrdCEOFT$162,392$11,838$174,230
Steven BrowerDirector of FoodFT$122,937$11,998$134,935
Debbie SuchanCFOFT$113,449$8,361$121,810

Board Members and Trustees

NameTitle
Don HolznagelPast President
Marna Flaherty RobbPresident
Brad SmithVice President
Ian TownsendDirector
Jeffrey RobertsonDirector
KelliAnn AmicoDirector
Michael LeahyDirector
Nancy StreningDirector
Norma MartinDirector
Kayla CarruthSecretary
Ralph AustinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
R & H ConstructionConstruction Service1530 SW Taylor St, Portland, OR 97205$7,061,878
Reese Lower Patrick & ScottRedevelopment250 Valleybrook Dr, Lancaster, PA 17601$1,098,677
Davinci Digital LLCIT Services935 SE Hawthorne Blvd, Portland, OR 97214$657,420
Martino & Binzer IncMarketing Consulting29 South Main St Suite 301, West Hartford, CT 06107$408,618
Touchpoint NetworksIT Services1150 Knutson Ave 110, Meford, OR 97504$388,277
Revenue and Support

Revenue Composition

Contributions and Grants
$17,919
Program Service Revenue
$7,779,057
Investment Income
$-630,342
Other Revenue
$-5,293
All Other Contributions
$499
Change in Net Assets
$-1,743,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,108,849
Revenue Not Reported on Financial Statements
$52,492
Revenue Not Reported on Form 990
$56,030
Other Revenue Adjustments
$52,492
Total Revenue per Audited Statements
$7,164,879
Total Revenue per Form 990
$7,161,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,642,012
Other Expenses$4,231,461
Total Fundraising Expense$39,168
Grants and Similar Amounts Paid$30,981
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,204,835$260,449$27,225$3,492,509
Depreciation Depletion$1,052,288$124,922-$1,177,210
Occupancy$506,452$25,915-$532,367
Payroll Taxes$368,128$66,134$2,574$436,836
Other Employee Benefits$310,401$39,992$1,911$352,304
Current Officers, Directors, Trustees, and Key Employees$137,612$158,428-$296,040
Information Technology$232,451$35,988$149$268,588
Advertising$29,164$156,422$214$185,800
Fees for Services Other$165,238$17,968-$183,206
All Other Expenses$122,273$30,812$1,782$154,867
Other Expenses$139,847$3,329$266$143,442
Insurance$91,955$833$3,863$96,651
Pension Plan Contributions$57,603$6,203$517$64,323
Office Expenses$40,507$10,117$245$50,869
Fees for Services Accounting$12,540$29,538-$42,078
Fees for Services Legal$4,915$26,019-$30,934
Travel$13,120$6,920$422$20,462
Grants to Domestic Individuals$17,420--$17,420
Grants to Domestic Orgs$13,561--$13,561
Fees for Service Investment Mgmnt Fees-$11,072-$11,072
Interest$2,911$423-$3,334
Total Functional Expenses$6,971,087$1,894,199$39,168$8,904,454

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,904,454
Total Expenses per Audited Statements$8,875,592
Expenses per Audited Statements$8,851,962
Expenses Not Reported on Financial Statements$52,492
Other Expense Adjustments$52,492
Expenses Not Reported on Form 990$23,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa FoundationPortland, OR501(c)(3)to offset expenses$13,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Priority Reservation Deposit$1,680,270
Entrance Fee Deposit$16,290
rental deposits$1,375

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2014-07-03$60,533,896Property and construction fina

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$60,533,896--$2,223,532

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 draft is sent to the board for their review and comments, with 3-5 business days allowed for questions/comments/etc. The CFO is available for discussion and questions that board members may raise.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers, board members and all employees are asked to complete an annual conflict of interest disclosure. These are reviewed by the compliance officer and any conflicts are reviewed and monitored at the board level.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

When hiring, compensation ranges are compared to industry benchmarks for reasonableness. The compensation committee reviews and approves CEO pay based on performance. Annually goals and achievements are reviewed and used to determine compensation. The CEO determines other key salaries with the use of an outside compensation consultant and review with the board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the items are available to anyone who requests them.

Filing and Contact Details

Filer

Filer Name
Rose Villa Inc
EIN
93-0471873
Phone
5036543171
Address
13505 SE River Road, Portland, OR 97222

Signing Officer

Name
John Thoma
Title
CFO
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar T Byrd
Formed
1957
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
194
Volunteers
40

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Column D-Statement Regarding Fundraising Activities

Fundraising activities per se are not performed for the benefit of Rose Villa Inc,. Rose Villa Foundation, a related organization, performs activities for the purposes of raising contributions towards its mission. The organization provides staff time and services to Rose Villa Foundation to assist with these fundraising efforts. $24,000 of these expenses was reimbursed by way of intercompany payments for services from Rose Villa Foundation to the organization.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Rental exp netted with revenue on return $23630

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment expenses, netted with revenue $11072 Net Foundation Revenue $41420

Part XII, Line 2D: Other expenses and losses per audited F/S

Rental exp netted with revenue on return $23630

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment expenses, netted with revenue $11072 Net Foundation Revenue $41420

Raw XML AppendixShowing 400 of 794 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01154660
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02882613
IRS990/AccountsReceivableGrp/BOYAmt0236599
IRS990/AccountsReceivableGrp/EOYAmt0193500
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Supporting seniors to live the life of their choosing by partnering with them to provide a high quality, inclusive, engaging, innovative, and financially sustainable environment.
IRS990/AdvertisingGrp/FundraisingAmt0214
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0156422
IRS990/AdvertisingGrp/ProgramServicesAmt029164
IRS990/AdvertisingGrp/TotalAmt0185800
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0499
IRS990/AllOtherExpensesGrp/FundraisingAmt01782
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030812
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0122273
IRS990/AllOtherExpensesGrp/TotalAmt0154867
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0John Thoma
IRS990/BooksInCareOfDetail/PhoneNum05036543171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt013505 SE River Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097222
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0137309
IRS990/CashNonInterestBearingGrp/EOYAmt01399713
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0158428
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0137612
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0296040
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt07061878
IRS990/ContractorCompensationGrp/CompensationAmt11098677
IRS990/ContractorCompensationGrp/CompensationAmt2408618
IRS990/ContractorCompensationGrp/CompensationAmt3388277
IRS990/ContractorCompensationGrp/CompensationAmt4657420
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01530 SW Taylor St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1250 Valleybrook Dr
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt229 South Main St Suite 301
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31150 Knutson Ave 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4935 SE Hawthorne Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Portland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Lancaster
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2West Hartford
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Meford
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Portland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097205
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd117601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd206107
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd397504
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd497214
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0R & H Construction
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Reese Lower Patrick & Scott
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Martino & Binzer Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Touchpoint Networks
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Davinci Digital LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Construction Service
IRS990/ContractorCompensationGrp/ServicesDesc1Redevelopment
IRS990/ContractorCompensationGrp/ServicesDesc2Marketing Consulting
IRS990/ContractorCompensationGrp/ServicesDesc3IT Services
IRS990/ContractorCompensationGrp/ServicesDesc4IT Services
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017919
IRS990/CYGrantsAndSimilarPaidAmt030981
IRS990/CYInvestmentIncomeAmt0-630342
IRS990/CYOtherExpensesAmt04231461
IRS990/CYOtherRevenueAmt0-5293
IRS990/CYProgramServiceRevenueAmt07779057
IRS990/CYRevenuesLessExpensesAmt0-1743113
IRS990/CYSalariesCompEmpBnftPaidAmt04642012
IRS990/CYTotalExpensesAmt08904454
IRS990/CYTotalFundraisingExpenseAmt039168
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07161341
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt08467849
IRS990/DeferredRevenueGrp/EOYAmt08630952
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0124922
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01052288
IRS990/DepreciationDepletionGrp/TotalAmt01177210
IRS990/Desc0Housing, meals and medical/nursing care provided to approximately 200 residents.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0194
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt06971087
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029538
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012540
IRS990/FeesForServicesAccountingGrp/TotalAmt042078
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt026019
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04915
IRS990/FeesForServicesLegalGrp/TotalAmt030934
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017968
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0165238
IRS990/FeesForServicesOtherGrp/TotalAmt0183206
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011072
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011072
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1350.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1111838
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt128361
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311998
IRS990/Form990PartVIISectionAGrp/PersonNm0KelliAnn Amico
IRS990/Form990PartVIISectionAGrp/PersonNm1Marna Flaherty Robb
IRS990/Form990PartVIISectionAGrp/PersonNm2Don Holznagel
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Strening
IRS990/Form990PartVIISectionAGrp/PersonNm4Ian Townsend
IRS990/Form990PartVIISectionAGrp/PersonNm5Kayla Carruth
IRS990/Form990PartVIISectionAGrp/PersonNm6Ralph Austin
IRS990/Form990PartVIISectionAGrp/PersonNm7Jeffrey Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Leahy
IRS990/Form990PartVIISectionAGrp/PersonNm9Brad Smith
IRS990/Form990PartVIISectionAGrp/PersonNm10Norma Martin
IRS990/Form990PartVIISectionAGrp/PersonNm11Vassar T Byrd
IRS990/Form990PartVIISectionAGrp/PersonNm12Debbie Suchan
IRS990/Form990PartVIISectionAGrp/PersonNm13Steven Brower
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11162392
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12113449
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13122937
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of Food
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-668006
IRS990/GainOrLossGrp/SecuritiesAmt0-4838
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt030981
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017420
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017420
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013561
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013561
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0229194
IRS990/GrossReceiptsAmt08087009
IRS990/GrossRentsGrp/RealAmt018337
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0149
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt035988
IRS990/InformationTechnologyGrp/ProgramServicesAmt0232451
IRS990/InformationTechnologyGrp/TotalAmt0268588
IRS990/InsuranceGrp/FundraisingAmt03863
IRS990/InsuranceGrp/ManagementAndGeneralAmt0833
IRS990/InsuranceGrp/ProgramServicesAmt091955
IRS990/InsuranceGrp/TotalAmt096651
IRS990/IntangibleAssetsGrp/EOYAmt02060583
IRS990/InterestGrp/ManagementAndGeneralAmt0423
IRS990/InterestGrp/ProgramServicesAmt02911
IRS990/InterestGrp/TotalAmt03334
IRS990/InventoriesForSaleOrUseGrp/BOYAmt025587
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030155
IRS990/InvestmentIncomeGrp/ExclusionAmt042502
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042502
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03192602
IRS990/InvestmentsPubTradedSecGrp/EOYAmt046922370
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt052
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09436511
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012955694
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024396349
IRS990/LandBldgEquipCostOrOtherBssAmt033832860
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0668006
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0234032
IRS990/LessRentalExpensesGrp/RealAmt023630
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Supporting seniors to live the life of their choosing by partnering with them to provide a high quality, inclusive, engaging, innovative, and financially sustainable environment.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt056750
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0394477
IRS990/NetAssetsOrFundBalancesBOYAmt07187639
IRS990/NetAssetsOrFundBalancesEOYAmt05476926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-672844
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-672844
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-5293
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-5293
IRS990/NetUnrlzdGainsLossesInvstAmt032400
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt025915
IRS990/OccupancyGrp/ProgramServicesAmt0506452
IRS990/OccupancyGrp/TotalAmt0532367
IRS990/OfficeExpensesGrp/FundraisingAmt0245
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010117
IRS990/OfficeExpensesGrp/ProgramServicesAmt040507
IRS990/OfficeExpensesGrp/TotalAmt050869
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01056003
IRS990/OtherAssetsTotalGrp/EOYAmt04432994
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01911
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039992
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0310401
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0352304
IRS990/OtherExpensesGrp/Desc0Redevelopment
IRS990/OtherExpensesGrp/Desc1Food
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/FundraisingAmt0266
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0876573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25991
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33329
IRS990/OtherExpensesGrp/ProgramServicesAmt0295837
IRS990/OtherExpensesGrp/ProgramServicesAmt1152029
IRS990/OtherExpensesGrp/ProgramServicesAmt2139847
IRS990/OtherExpensesGrp/TotalAmt0876573
IRS990/OtherExpensesGrp/TotalAmt1295988
IRS990/OtherExpensesGrp/TotalAmt2158020
IRS990/OtherExpensesGrp/TotalAmt3143442
IRS990/OtherLiabilitiesGrp/BOYAmt01096640
IRS990/OtherLiabilitiesGrp/EOYAmt01697935
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt027225
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0260449
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03204835
IRS990/OtherSalariesAndWagesGrp/TotalAmt03492509
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02574
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066134
IRS990/PayrollTaxesGrp/ProgramServicesAmt0368128
IRS990/PayrollTaxesGrp/TotalAmt0436836
IRS990/PensionPlanContributionsGrp/FundraisingAmt0517
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06203
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt057603
IRS990/PensionPlanContributionsGrp/TotalAmt064323

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$165$185$20.3$26.5$28.9$2.32
2023Summary only. Only limited summary data is available for this year.$165$185$20.4$23.5$27.9$4.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$189$17.4$18.8$23.6$4.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$188$8.94$20.7$19.7$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$184$7.77$17.4$20.1$2.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$108$7.47$16.4$19.2$2.76
2018Summary only. Only limited summary data is available for this year.$93.3$99.1$5.73$14.5$17.3$2.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.7$80.9$2.23$13.4$16.9$3.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$75.1$0.66$12.3$15.3$2.96
2015Detailed filing. Detailed filing data is available for this year.$81.4$77.8$3.59$8.05$9.82$1.77
2014Detailed filing. Detailed filing data is available for this year.$79.6$74.1$5.48$7.16$8.90$1.74
2013Detailed filing. Detailed filing data is available for this year.$18.0$10.8$7.19$7.85$8.22$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$8.28$7.48$7.43
2011Summary only. Only limited summary data is available for this year.$14.8$7.44$7.37$7.42$7.06$0.36
2010Summary only. Only limited summary data is available for this year.$12.6$5.46$7.13$6.91$6.95$0.05