Civic Intelligence

Rose Villa Inc.

990 • Fiscal year 2020 • EIN 93-0471873

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profilewww.rosevilla.org

View Organization Page

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

93rd percentile

1.04x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

10.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$255,952

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

96th percentile

76%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

5.5%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$176,601,555

Up $76,007,804 (+76%) from 2019

Net Assets

Down

-$7,766,951

Down $298,992 (-4.0%) from 2019

Liabilities

Up

$184,368,506

Up $76,306,796 (+71%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin13th percentile

Revenue

Up

$17,350,403

Up $901,339 (+5.5%) from 2019

Expenses

Up

$20,137,884

Up $927,188 (+4.8%) from 2019

Net Income

Down

-$2,787,481

Down $25,849 (-0.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2020

Assets$176,601,555
Liabilities$184,368,506
Net Assets-$7,766,951
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

2020

Revenue$17,350,403
Expenses$20,137,884
Net Income-$2,787,481
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$28,382,784
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$80,325,505$90,440,880▲ $10,115,375
Investments in Publicly Traded Securities$12,421,364$73,007,196▲ $60,585,832
Cash and Non-Interest-Bearing Accounts$4,381,273$7,187,413▲ $2,806,140
Intangible Assets$1,462,418$3,236,230▲ $1,773,812
Savings and Temporary Cash Investments$893,771$1,979,733▲ $1,085,962
Prepaid Expenses and Deferred Charges$661,980$458,503▼ $203,477
Accounts Receivable$374,163$264,081▼ $110,082
Other Notes and Loans Receivable, Net$46,560$0▼ $46,560
Inventories for Sale or Use$26,717$27,518▲ $801
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$100,593,751$176,601,555▲ $76,007,804
Other Assets Total-$1-
Liabilities
Tax Exempt Bond Liabilities$46,757,484$119,187,200▲ $72,429,716
Other Liabilities$33,229,756$36,621,159▲ $3,391,403
Deferred Revenue$25,796,870$24,684,103▼ $1,112,767
Accounts Payable and Accrued Expenses$2,259,318$3,861,089▲ $1,601,771
Mortgage Notes Payable Secured by Investment Property$18,282$14,955▼ $3,327
Total Liabilities$108,061,710$184,368,506▲ $76,306,796
Net Assets / Fund Balance
Net Assets With Donor Restrictions$254,029$283,012▲ $28,983
Net Assets Without Donor Restrictions$-7,721,988$-8,049,963▼ $327,975
Total Net Assets Fund Balance$-7,467,959$-7,766,951▼ $298,992
Total Liabilities and Net Assets / Fund Balance$100,593,751$176,601,555▲ $76,007,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$59,842,182$22,146,825$81,989,007
Other Land Buildings$18,216,555$258,378$18,474,933
Leasehold Improvements$5,587,021$2,067,685$7,654,706
Equipment$5,236,273$1,937,876$7,174,149
Land$1,558,849-$1,558,849

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$28,994-▲ $2,795-$31,789
2019$23,721-▲ $5,273-$28,994
2018$25,076-▼ $1,355-$23,721
2017$22,689-▲ $2,387-$25,076
2016$20,813-▲ $1,876-$22,689
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vassar T ByrdCEOFT$231,626$24,326$255,952
Diane GibsonCFOFT$149,490$11,776$161,266
Tina MoulletExecutive DirectorFT$115,686$5,227$120,913
Erin CornellDirector of Health SrvFT$108,546$10,138$118,684

Board Members and Trustees

NameTitle
Bradley SmithPresident
Eleanore HunterDirector
Eric ShawnDirector
Michael LeahyDirector
Sara SaylesDirector
Chris KrenkCo Vice Pres.
Glenn RodriguezCo Vice Pres.
Jennifer Connor-SmithSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Bremik ConstructionGeneral Contractor1026 SE Stark St, Portland, OR 97214$7,852,910
Scott Edwards Architecture LLPArchitecture2525 E Burnside St, Portland, OR 97214$1,725,321
BC Ziegler & CompanyBond UnderwriterOne North Wacker Dr Suite 2000, Chicago, IL 60606$1,031,446
Tina & Dave Cady-Performance HomesConstruction Service20000 S Mosier Rd, Oregon City, OR 97045$729,216
Klosh Group IncOwners Rep4854A SW Scholls Ferry Rd, Portland, OR 97225$273,408
Revenue and Support

Revenue Composition

Contributions and Grants
$392,314
Program Service Revenue
$16,984,790
Investment Income
$-25,281
Other Revenue
$-1,420
All Other Contributions
$16,286
Change in Net Assets
$-2,787,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,843,587
Revenue Not Reported on Financial Statements
$-493,184
Revenue Not Reported on Form 990
$2,414,588
Other Revenue Adjustments
$-513,186
Total Revenue per Audited Statements
$20,258,175
Total Revenue per Form 990
$17,350,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,586,186
Salaries, Compensation, and Employee Benefits$8,536,198
Grants and Similar Amounts Paid$15,500
Total Fundraising Expense$4,625
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,269,460$544,985$21$6,814,466
Depreciation Depletion$4,816,509$595,744-$5,412,253
Interest$515,260$2,379,477-$2,894,737
Occupancy$1,204,720$88,759-$1,293,479
Other Employee Benefits$482,382$50,284$2$532,668
Payroll Taxes$466,403$54,507$2$520,912
Current Officers, Directors, Trustees, and Key Employees$198,622$218,596-$417,218
All Other Expenses$179,118$200,348$46$379,512
Pension Plan Contributions$233,381$17,552$1$250,934
Insurance$204,360$6,992$4,280$215,632
Fees for Services Legal$136,074$35,572-$171,646
Other Expenses$136,934$5,201-$142,135
Office Expenses$53,969$9,997$268$64,234
Fees for Services Accounting-$54,896-$54,896
Fees for Service Investment Mgmnt Fees-$20,002-$20,002
Grants to Domestic Orgs$15,500--$15,500
Travel$2,086$977$5$3,068
Total Functional Expenses$15,826,676$4,306,583$4,625$20,137,884

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,557,167
Total Expenses per Form 990$20,137,884
Expenses per Audited Statements$20,038,311
Expenses Not Reported on Form 990$518,856
Expenses Not Reported on Financial Statements$99,573
Other Expense Adjustments$79,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa FoundationPortland, OR501(c)(3)to offset expenses$15,500
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
Refundable Fees$34,021,101
Phase III Development Deposits$1,983,183
Other resident deposits$616,875

Bond Issues

BondIssuerIssuedIssue PricePurpose
CPublic Finance Authority2020-06-25$78,262,037Construct Senior Housing
APublic Finance Authority2014-07-03$60,533,896Construct Senior Housing
BPublic Finance Authority2017-12-28$27,417,320Construct Senior Housing

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$78,262,037--$1,565,240
A$60,533,896-$19,650,000$2,223,532
B$27,417,320-$26,924,819$405,000

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 35% controlled entity
No
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 anually 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 wage surveys.”

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
2021-11-10
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
271
Volunteers
30

Preparer

Firm
Hansen Hunter & Company Pc
Address
7080 SW FIR LOOP SUITE 100, TIGARD, OR 97223
Preparer
Lou McCollum
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 40 residents.”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Grant Income - PPP = $1610325”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Shared Accounting Costs = $9996”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Shared Staff Cost = $69575”

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. $79,571 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

“Grant Income - PPP Loan Forgiveness $1610325 Rental expenses grouped with revenue $5670”

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

“Loss on disposal of asset $513186 Rental expenses grouped with revenue $5670”

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

“Shared Staff Cost $69575 Shared Accounting Costs $9996”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. of Health Srv
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Co Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/ProgramServiceRevenueGrp/Desc3Health Center Fees
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IRS990/ProgSrvcAccomActy2Grp/Desc0Nursing Facility: Providing medical/nursing care to residents, 12,906 bed days.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,601,555
Liabilities
$184,368,506
Net assets
-$7,766,951
Revenue
$17,350,403
Expenses
$20,137,884
Net income
-$2,787,481
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
2020Detailed filing. Detailed filing data is available for this year.$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