Civic Intelligence

Rose Villa Inc.

990 • Fiscal year 2016 • EIN 93-0471873

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

6.10x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$233,760

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

11th percentile

-6.9%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

53%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$75,769,733

Down $5,613,093 (-6.9%) from 2015

Net Assets

Down

$659,684

Down $2,927,642 (-82%) from 2015

Liabilities

Down

$75,110,049

Down $2,685,451 (-3.5%) from 2015

Revenue

Up

$12,319,285

Up $4,268,791 (+53%) from 2015

Expenses

Up

$15,278,825

Up $5,462,927 (+56%) from 2015

Net Income

Down

-$2,959,540

Down $1,194,136 (-68%) from 2015

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

2016

Assets$75,769,733
Liabilities$75,110,049
Net Assets$659,684

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

2016

Revenue$12,319,285
Expenses$15,278,825
Net Income-$2,959,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$12,416,772
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
Land, Buildings, and Equipment, Net$54,235,656$59,453,131▲ $5,217,475
Investments in Publicly Traded Securities$21,562,528$9,967,190▼ $11,595,338
Cash and Non-Interest-Bearing Accounts$1,286,964$4,037,290▲ $2,750,326
Intangible Assets$1,940,950$1,821,317▼ $119,633
Other Notes and Loans Receivable, Net$932,480$0▼ $932,480
Accounts Receivable$291,367$291,909▲ $542
Prepaid Expenses and Deferred Charges$188,431$167,014▼ $21,417
Inventories for Sale or Use$32,996$31,882▼ $1,114
Savings and Temporary Cash Investments$2,607$0▼ $2,607
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$81,382,826$75,769,733▼ $5,613,093
Other Assets Total$908,847$0▼ $908,847
Liabilities
Tax Exempt Bond Liabilities$50,541,569$42,054,984▼ $8,486,585
Deferred Revenue$22,163,821$31,318,177▲ $9,154,356
Accounts Payable and Accrued Expenses$1,000,822$1,487,304▲ $486,482
Other Liabilities$2,419,303$219,405▼ $2,199,898
Mortgage Notes Payable Secured by Investment Property$1,669,985$30,179▼ $1,639,806
Total Liabilities$77,795,500$75,110,049▼ $2,685,451
Net Assets / Fund Balance
Unrestricted Net Assets$3,412,424$470,301▼ $2,942,123
Temporarily Rstr Net Assets$164,902$179,383▲ $14,481
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$3,587,326$659,684▼ $2,927,642
Total Liabilities and Net Assets / Fund Balance$81,382,826$75,769,733▼ $5,613,093

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$48,645,266$11,345,727$59,990,993
Equipment$5,266,050$1,214,097$6,480,147
Other Land Buildings$4,361,322$966,649$5,327,971
Land$1,180,493-$1,180,493

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$20,813-▲ $1,876-$22,689
2015$21,280-▼ $467-$20,813
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vassar T ByrdCEOFT$204,865$22,895$233,760
Steven BrowerDirector of FoodFT$138,468$22,101$154,569
Diane GibsonCFOFT$90,675$3,155$93,830
John ThomaFormer CFOFT$38,774$2,009$40,783

Board Members and Trustees

NameTitle
Marna Flaherty RobbPast President
Bradley SmithPresident
Jeffrey RobertsonDirector
Michael LeahyDirector
Nancy StreningDirector
Norma MartinDirector
Kayla CarruthSecretary
Ian TownsendVP/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
R & H ConstructionConstruction Service1530 SW Taylor St, Portland, OR 97205$6,255,923
Myhre Group Architects INCArchitecture620 SW 5th Ave Ste 500, Portland, OR 97204$369,994
Sequoia Contracting & RemodelConstruction service5261 NW Gales Creek Rd, Forest Grove, OR 97116$165,802
Allison & PartnersMarketing Consulting40 Gold Street, San Francisco, CA 94133$158,077
Reese Lower Patrick & ScottArchitecture250 Valleybrook Dr, Lancaster, PA 17601$147,098
Revenue and Support

Revenue Composition

Contributions and Grants
$43,319
Program Service Revenue
$12,228,127
Investment Income
$47,269
Other Revenue
$570
All Other Contributions
$12,200
Change in Net Assets
$-2,959,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,195,041
Revenue Not Reported on Financial Statements
$124,244
Revenue Not Reported on Form 990
$80,614
Other Revenue Adjustments
$124,244
Total Revenue per Audited Statements
$12,275,655
Total Revenue per Form 990
$12,319,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,634,143
Salaries, Compensation, and Employee Benefits$6,627,332
Total Fundraising Expense$70,216
Grants and Similar Amounts Paid$17,350
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,534,289$498,112$55,014$5,087,415
Depreciation Depletion$2,972,373$368,589-$3,340,962
Interest$122,363$1,933,959-$2,056,322
Payroll Taxes$501,120$71,345$4,258$576,723
Occupancy$465,254$17,995-$483,249
All Other Expenses$424,575$55,030$385$479,990
Other Employee Benefits$406,111$37,065$2,416$445,592
Current Officers, Directors, Trustees, and Key Employees$178,867$189,506-$368,373
Information Technology$309,555$53,072-$362,627
Advertising$19,192$202,941$1,002$223,135
Fees for Services Other$186,300$17,618-$203,918
Other Expenses$183,612$8,541$60$192,213
Pension Plan Contributions$131,421$16,291$1,517$149,229
Insurance$128,383$1,109$5,408$134,900
Office Expenses$68,669$11,877$100$80,646
Fees for Services Accounting$31,215$39,883-$71,098
Fees for Service Investment Mgmnt Fees-$21,787-$21,787
Travel$15,962$5,563$56$21,581
Grants to Domestic Orgs$17,350--$17,350
Fees for Services Legal$7,731$3,666-$11,397
Total Functional Expenses$11,306,958$3,901,651$70,216$15,278,825

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,278,825
Total Expenses per Audited Statements$15,203,297
Expenses per Audited Statements$15,166,781
Expenses Not Reported on Financial Statements$112,044
Other Expense Adjustments$112,044
Expenses Not Reported on Form 990$36,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa FoundationPortland, OR501(c)(3)to offset expenses$17,350
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
Entrance Fee Deposit$215,930
rental deposits$3,475

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$60,533,896-$8,495,000$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. The Board determines the CEO's compensation on an annual basis.

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
Diane Gibson
Title
CFO
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar T Byrd
Formed
1957
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
244
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 III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Clinic & In-Home Services provided to approximately 30 residents.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Noncash Contributions not included in book revenue = -$12200

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. $66,938 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

Loss on disposal of fixed assets $14271 Rental exp netted with revenue on return $22245

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

Foundation Management Fee $59138 Investment expenses, netted with revenue $21787 Charity Assistance $31119 Non-cash Contributions $12200

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

Loss on disposal of fixed assets $14271 Rental exp netted with revenue on return $22245

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

Foundation Management Fee $59138 Investment expenses, netted with revenue $21787 Charity Assitance $31119

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1150.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt82009
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt93155
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1022895
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1116101
IRS990/Form990PartVIISectionAGrp/PersonNm0Marna Flaherty Robb
IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy Strening
IRS990/Form990PartVIISectionAGrp/PersonNm2Ian Townsend
IRS990/Form990PartVIISectionAGrp/PersonNm3Kayla Carruth
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeffrey Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Leahy
IRS990/Form990PartVIISectionAGrp/PersonNm6Bradley Smith
IRS990/Form990PartVIISectionAGrp/PersonNm7Norma Martin
IRS990/Form990PartVIISectionAGrp/PersonNm8John Thoma
IRS990/Form990PartVIISectionAGrp/PersonNm9Diane Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm10Vassar T Byrd
IRS990/Form990PartVIISectionAGrp/PersonNm11Steven Brower
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt990675
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11138468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt0Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Former CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Food
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-14271
IRS990/GainOrLossGrp/SecuritiesAmt0-60971
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt017350
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017350
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017350
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012416772
IRS990/GrossRentsGrp/RealAmt022815
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt053072
IRS990/InformationTechnologyGrp/ProgramServicesAmt0309555
IRS990/InformationTechnologyGrp/TotalAmt0362627
IRS990/InsuranceGrp/FundraisingAmt05408
IRS990/InsuranceGrp/ManagementAndGeneralAmt01109
IRS990/InsuranceGrp/ProgramServicesAmt0128383
IRS990/InsuranceGrp/TotalAmt0134900
IRS990/IntangibleAssetsGrp/BOYAmt01940950
IRS990/IntangibleAssetsGrp/EOYAmt01821317
IRS990/InterestGrp/ManagementAndGeneralAmt01933959
IRS990/InterestGrp/ProgramServicesAmt0122363
IRS990/InterestGrp/TotalAmt02056322
IRS990/InventoriesForSaleOrUseGrp/BOYAmt032996
IRS990/InventoriesForSaleOrUseGrp/EOYAmt031882
IRS990/InvestmentIncomeGrp/ExclusionAmt0122511
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122511
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021562528
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09967190
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt078
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013526473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt054235656
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059453131
IRS990/LandBldgEquipCostOrOtherBssAmt072979604
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt014271
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060971
IRS990/LessRentalExpensesGrp/RealAmt022245
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/BOYAmt01669985
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt030179
IRS990/NetAssetsOrFundBalancesBOYAmt03587326
IRS990/NetAssetsOrFundBalancesEOYAmt0659684
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-75242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-75242
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0570
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0570
IRS990/NetUnrlzdGainsLossesInvstAmt044098
IRS990/NoncashContributionsAmt012200
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt017995
IRS990/OccupancyGrp/ProgramServicesAmt0465254
IRS990/OccupancyGrp/TotalAmt0483249
IRS990/OfficeExpensesGrp/FundraisingAmt0100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011877
IRS990/OfficeExpensesGrp/ProgramServicesAmt068669
IRS990/OfficeExpensesGrp/TotalAmt080646
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0908847
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-12200
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02416
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037065
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0406111
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0445592
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Redevelopment costs
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/FundraisingAmt060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1332249
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215451
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38541
IRS990/OtherExpensesGrp/ProgramServicesAmt0414609
IRS990/OtherExpensesGrp/ProgramServicesAmt1188007
IRS990/OtherExpensesGrp/ProgramServicesAmt2183612
IRS990/OtherExpensesGrp/TotalAmt0414611
IRS990/OtherExpensesGrp/TotalAmt1332249
IRS990/OtherExpensesGrp/TotalAmt2203458
IRS990/OtherExpensesGrp/TotalAmt3192213
IRS990/OtherLiabilitiesGrp/BOYAmt02419303
IRS990/OtherLiabilitiesGrp/EOYAmt0219405
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055014
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0498112
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04534289
IRS990/OtherSalariesAndWagesGrp/TotalAmt05087415
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0932480
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04258
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt071345
IRS990/PayrollTaxesGrp/ProgramServicesAmt0501120
IRS990/PayrollTaxesGrp/TotalAmt0576723
IRS990/PensionPlanContributionsGrp/FundraisingAmt01517
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016291
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0131421
IRS990/PensionPlanContributionsGrp/TotalAmt0149229
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0188431
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0167014
IRS990/PrincipalOfficerNm0Vassar T Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0Clinic & In-Home Services

Document Assets

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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
2016Detailed filing. Detailed filing data is available for this year.$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