Civic Intelligence

Terwilliger Plaza Inc.

990 • Fiscal year 2017 • EIN 93-0477890

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileTERWILLIGERPLAZA.COM

View Organization Page

2545 SW Terwilliger BlvdPortland, OR 97201

(503) 226-4911

Siviq Scores

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

Liabilities / Assets

84th percentile

0.77x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

4.13x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$180,313

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

30th percentile

1.2%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-4.0%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$93,984,312

Up $1,090,777 (+1.2%) from 2016

Net Assets

Up

$21,415,684

Up $2,265,485 (+12%) from 2016

Liabilities

Down

$72,568,628

Down $1,174,708 (-1.6%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin73rd percentile

Revenue

Down

$17,591,185

Down $729,883 (-4.0%) from 2016

Expenses

Down

$15,084,503

Down $1,786,472 (-11%) from 2016

Net Income

Up

$2,506,682

Up $1,056,589 (+73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$400M$300M$200M$100M$0Assets 2010: $88,558,168Liabilities 2010: $82,242,994Net Assets 2010: $6,315,1742010Assets 2011: $86,359,007Liabilities 2011: $78,440,381Net Assets 2011: $7,918,6262011Assets 2012: $87,161,528Liabilities 2012: $77,853,094Net Assets 2012: $9,308,4342012Assets 2013: $91,405,383Liabilities 2013: $78,010,650Net Assets 2013: $13,394,7332013Assets 2014: $92,845,330Liabilities 2014: $76,838,685Net Assets 2014: $16,006,6452014Assets 2015: $91,699,397Liabilities 2015: $74,690,839Net Assets 2015: $17,008,5582015Assets 2016: $92,893,535Liabilities 2016: $73,743,336Net Assets 2016: $19,150,1992016Assets 2017: $93,984,312Liabilities 2017: $72,568,628Net Assets 2017: $21,415,6842017Assets 2018: $91,296,047Liabilities 2018: $71,646,349Net Assets 2018: $19,649,6982018Assets 2019: $100,172,761Liabilities 2019: $78,433,884Net Assets 2019: $21,738,8772019Assets 2020: $106,881,043Liabilities 2020: $83,985,405Net Assets 2020: $22,895,6382020Assets 2021: $265,312,962Liabilities 2021: $241,430,211Net Assets 2021: $23,882,7512021Assets 2022: $272,053,829Liabilities 2022: $256,171,738Net Assets 2022: $15,882,0912022Assets 2023: $316,428,533Liabilities 2023: $285,328,001Net Assets 2023: $31,100,5322023Assets 2024: $268,180,506Liabilities 2024: $236,322,535Net Assets 2024: $31,857,9712024

Highlighted filing

2017

Assets$93,984,312
Liabilities$72,568,628
Net Assets$21,415,684
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $13,959,6632010Expenses 2011: $14,319,3182011Revenue 2012: $16,755,792Expenses 2012: $15,307,032Net Income 2012: $1,448,7602012Revenue 2013: $17,165,363Expenses 2013: $14,595,904Net Income 2013: $2,569,4592013Revenue 2014: $18,512,530Expenses 2014: $15,296,308Net Income 2014: $3,216,2222014Revenue 2015: $18,450,672Expenses 2015: $16,121,929Net Income 2015: $2,328,7432015Revenue 2016: $18,321,068Expenses 2016: $16,870,975Net Income 2016: $1,450,0932016Revenue 2017: $17,591,185Expenses 2017: $15,084,503Net Income 2017: $2,506,6822017Revenue 2018: $17,573,978Expenses 2018: $16,711,628Net Income 2018: $862,3502018Revenue 2019: $18,602,368Expenses 2019: $18,457,037Net Income 2019: $145,3312019Revenue 2020: $19,753,070Expenses 2020: $18,715,699Net Income 2020: $1,037,3712020Revenue 2021: $20,690,641Expenses 2021: $20,223,213Net Income 2021: $467,4282021Revenue 2022: $18,469,519Expenses 2022: $20,390,300Net Income 2022: -$1,920,7812022Revenue 2023: $21,950,616Expenses 2023: $23,519,564Net Income 2023: -$1,568,9482023Revenue 2024: $33,236,273Expenses 2024: $32,815,842Net Income 2024: $420,4312024

Highlighted filing

2017

Revenue$17,591,185
Expenses$15,084,503
Net Income$2,506,682
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$35,750,062
Mission and Program Overview

Mission

Terwilliger Plaza empowers members to maintain active and engaged lives within a supportive residential community by providing a stimulating environment and embracing representative self-governance.

We are a nonprofit, nonsectarian, internationally accredited Continuing Care Retirement Community operating through representative self-government, committed to embracing diversity and to being A COMMUNITY OF ENGAGED AND EMPOWERED PEOPLE.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$57,925,729$60,847,256▲ $2,921,527
Investments in Publicly Traded Securities$30,098,148$28,483,417▼ $1,614,731
Savings and Temporary Cash Investments$2,752,034$2,535,307▼ $216,727
Cash and Non-Interest-Bearing Accounts$192,522$984,594▲ $792,072
Intangible Assets$944,054$0▼ $944,054
Prepaid Expenses and Deferred Charges$520,221$578,728▲ $58,507
Accounts Receivable$155,869$120,533▼ $35,336
Other Notes and Loans Receivable, Net$39,950$0▼ $39,950
Inventories for Sale or Use$35,370$39,775▲ $4,405
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$92,893,535$93,984,312▲ $1,090,777
Other Assets Total$229,638$394,702▲ $165,064
Liabilities
Deferred Revenue$41,082,884$42,084,598▲ $1,001,714
Tax Exempt Bond Liabilities$31,468,193$29,028,358▼ $2,439,835
Accounts Payable and Accrued Expenses$837,517$963,453▲ $125,936
Other Liabilities$354,742$492,219▲ $137,477
Total Liabilities$73,743,336$72,568,628▼ $1,174,708
Net Assets / Fund Balance
Unrestricted Net Assets$19,150,199$21,415,684▲ $2,265,485
Total Net Assets Fund Balance$19,150,199$21,415,684▲ $2,265,485
Total Liabilities and Net Assets / Fund Balance$92,893,535$93,984,312▲ $1,090,777

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,591,453$29,070,849$80,662,302
Equipment$1,877,204$6,120,561$7,997,765
Land$5,925,212-$5,925,212
Other Land Buildings$1,453,387$2,007,279$3,460,666
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy O'DonnellVP & CFOFT$139,898$40,415$180,313
John LarsonFmr Pres/CEOFT$130,252$16,058$146,310
Tiana H JacksonVP Support ServiceFT$110,269$13,687$123,956
Robert JohnsonPresident & CEOFT$101,920$318$102,238

Board Members and Trustees

NameTitle
C Scott PhilipsChair
Allen DobbinsVice President
Diana WhiteDirector
Eric WielandDirector
Harley SpringDirector
Jean RogersDirector
Kent B ThurberDirector
Linda MatherDirector
Roberta TaussigDirector
Donna MuehleckFormer Director
Fran OusleySecretary
Clifford DrokeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Moss Properties INCGeneral Contractor1727 NE SCHUYLER STREET, Portland, OR 97212$1,567,208
Northwest Control Co IncContractorP O Box 22919, Milwaukie, OR 97269$450,583
Sherwin Williams CoFlooring Contractor1332 NW Flanders Street, Portland, OR 97209$135,256
Steel Electric LLCElectrical Contractr716 Roxe Drive, Forest Drive, OR 97116$127,864
Lights ThereLighting Contractor6600 NE 78th Ct Suite B-5, Portland, OR 97217$114,446
Revenue and Support

Revenue Composition

Contributions and Grants
$74,757
Program Service Revenue
$15,376,834
Investment Income
$2,192,455
Other Revenue
$-52,861
Change in Net Assets
$2,506,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,708,971
Revenue Not Reported on Financial Statements
$-117,786
Revenue Not Reported on Form 990
$55,730
Other Revenue Adjustments
$-117,786
Total Revenue per Audited Statements
$17,764,701
Total Revenue per Form 990
$17,591,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,865,611
Salaries, Compensation, and Employee Benefits$7,218,892
Total Fundraising Expense$16,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,668,325$714,281-$5,382,606
Depreciation Depletion$2,766,927$145,628-$2,912,555
Interest$1,299,473$68,393-$1,367,866
Occupancy$1,224,597$64,452-$1,289,049
Other Employee Benefits$684,998$136,566-$821,564
Payroll Taxes$450,369$106,422-$556,791
Current Officers, Directors, Trustees, and Key Employees-$412,779$16,082$428,861
Fees for Services Other$195,505$181,480-$376,985
Insurance$280,221$14,748-$294,969
All Other Expenses$57,734$152,896-$210,630
Fees for Service Investment Mgmnt Fees-$144,961-$144,961
Advertising$72,780$56,078-$128,858
Other Expenses$34,162$15,985-$50,147
Fees for Services Accounting-$48,045-$48,045
Fees for Services Legal-$48,005-$48,005
Travel-$36,673-$36,673
Pension Plan Contributions$29,070--$29,070
Total Functional Expenses$12,698,665$2,369,756$16,082$15,084,503

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,499,216
Expenses per Audited Statements$15,202,289
Total Expenses per Form 990$15,084,503
Expenses Not Reported on Form 990$296,927
Expenses Not Reported on Financial Statements$-117,786
Other Expense Adjustments$-117,786
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
Yes
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
Reservation Fee Deposits$207,000
pAYABLE TO fOUNDATION$160,548
Gift Annuity Contracts$97,399
Other Deposits$27,272

Bond Issues

BondIssuerIssuedIssue PricePurpose
AThe Hospital Facilities a2012-10-31$18,245,000REFUND 1999 BOND
BThe Hospital Facilities a2016-06-15$15,670,842Refund 2006 Bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,245,000-$4,025,000$313,416
B$15,670,842-$650,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“All residents of terwilliger plaza are members of the organization.”

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

“prior to filing the form 990 is first reviewed by the organizations's cfo with the oversight of the CEO. The 990 is then presented to the Finance Committee for review. The Finance Committee proposes acceptance of the Form for Board approval.”

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

“Board members are required to read and sign a conflict of interest policy agreement annually and to disclose all conflicts of interest immediately as they occur. They are disqualified from voting on any matters for which a confict exists. The board then evaluates the conflict and determines appropriate action.”

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

“The board chair appoints a CEO compensation committee composed of independent members. The Committee considers the following:-the mission of Terwilliger Plaza and the CEO's role in carrying out that mission -comparability of compensation received by CEO's of similar size CCRC's in Oregon and Washington-the results of the CEO performance evaluation-benefit packages available-the capacity of the Terwilliger Plaza budget and expected revenues-any salary or compensation scale that the Terwilliger Plaza Board may establishThe Committee presents their recommendations of CEO total compensation to the Board. The board then votes on the executive compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Other key employees and officers do not report directly to the board of directors. Wage scales are reviewed annually by the human resources department and approved by the president/ceo.”

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

“the organization's financial statements are kept in the library and are available for public viewing. All other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Terwilliger Plaza Inc
EIN
93-0477890
Phone
5032264911
Address
2545 SW Terwilliger Blvd, Portland, OR 97201

Signing Officer

Name
Judy O'Donnell
Title
VP & CFO
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy O'Donnell
Formed
1958
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
250
Volunteers
178

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: Food Services - Licensed restaurant provided 27,197 meals to residents of the independent living facility, staff, and visitors. In addition, the main kitchen also prepared, delivered, and serviced 43,204 meals to the residents of the assisted living and residential care facility.”

Financial Statement Notes

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

“Rental Expenses grouped with revenue $296927”

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

“Rental expenses grouped with revenue $296927”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Harley Spring
IRS990/Form990PartVIISectionAGrp/PersonNm2Allen Dobbins
IRS990/Form990PartVIISectionAGrp/PersonNm3Donna Muehleck
IRS990/Form990PartVIISectionAGrp/PersonNm4Jean Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm5Fran Ousley
IRS990/Form990PartVIISectionAGrp/PersonNm6C Scott Philips
IRS990/Form990PartVIISectionAGrp/PersonNm7Diana White
IRS990/Form990PartVIISectionAGrp/PersonNm8Clifford Droke
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Mather
IRS990/Form990PartVIISectionAGrp/PersonNm10Kent B Thurber
IRS990/Form990PartVIISectionAGrp/PersonNm11Eric Wieland
IRS990/Form990PartVIISectionAGrp/PersonNm12Judy O'Donnell
IRS990/Form990PartVIISectionAGrp/PersonNm13Robert Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm14John Larson
IRS990/Form990PartVIISectionAGrp/PersonNm15Tiana H Jackson
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Former Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Fmr Pres/CEO
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,984,312
Liabilities
$72,568,628
Net assets
$21,415,684
Revenue
$17,591,185
Expenses
$15,084,503
Net income
$2,506,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$268$236$31.9$33.2$32.8$0.42
2023Detailed filing. Detailed filing data is available for this year.$316$285$31.1$22.0$23.5$1.57
2022Detailed filing. Detailed filing data is available for this year.$272$256$15.9$18.5$20.4$1.92
2021Detailed filing. Detailed filing data is available for this year.$265$241$23.9$20.7$20.2$0.47
2020Detailed filing. Detailed filing data is available for this year.$107$84.0$22.9$19.8$18.7$1.04
2019Detailed filing. Detailed filing data is available for this year.$100$78.4$21.7$18.6$18.5$0.15
2018Detailed filing. Detailed filing data is available for this year.$91.3$71.6$19.6$17.6$16.7$0.86
2017Detailed filing. Detailed filing data is available for this year.$94.0$72.6$21.4$17.6$15.1$2.51
2016Detailed filing. Detailed filing data is available for this year.$92.9$73.7$19.2$18.3$16.9$1.45
2015Detailed filing. Detailed filing data is available for this year.$91.7$74.7$17.0$18.5$16.1$2.33
2014Detailed filing. Detailed filing data is available for this year.$92.8$76.8$16.0$18.5$15.3$3.22
2013Detailed filing. Detailed filing data is available for this year.$91.4$78.0$13.4$17.2$14.6$2.57
2012Summary only. Only limited summary data is available for this year.$87.2$77.9$9.31$16.8$15.3$1.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.4$78.4$7.92$14.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.6$82.2$6.32$14.0