Civic Intelligence

Terwilliger Plaza Inc.

990 • Fiscal year 2019 • EIN 93-0477890

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

83rd percentile

0.78x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

4.22x

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

37th percentile

0.8%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$268,345

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

67th percentile

9.7%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$100,172,761

Up $8,876,714 (+9.7%) from 2018

Net Assets

Up

$21,738,877

Up $2,089,179 (+11%) from 2018

Liabilities

Up

$78,433,884

Up $6,787,535 (+9.5%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin37th percentile

Revenue

Up

$18,602,368

Up $1,028,390 (+5.9%) from 2018

Expenses

Up

$18,457,037

Up $1,745,409 (+10%) from 2018

Net Income

Down

$145,331

Down $717,019 (-83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$100,172,761
Liabilities$78,433,884
Net Assets$21,738,877
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$18,602,368
Expenses$18,457,037
Net Income$145,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$25,007,726
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$65,648,245$71,081,260▲ $5,433,015
Investments in Publicly Traded Securities$23,209,176$23,780,252▲ $571,076
Cash and Non-Interest-Bearing Accounts$885,846$2,236,867▲ $1,351,021
Prepaid Expenses and Deferred Charges$644,115$770,876▲ $126,761
Savings and Temporary Cash Investments$451,487$575,226▲ $123,739
Other Notes and Loans Receivable, Net-$213,455-
Accounts Receivable$138,491$151,483▲ $12,992
Inventories for Sale or Use$39,524$45,248▲ $5,724
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$91,296,047$100,172,761▲ $8,876,714
Other Assets Total$279,163$1,318,094▲ $1,038,931
Liabilities
Tax Exempt Bond Liabilities$27,486,255$28,957,244▲ $1,470,989
Deferred Revenue$25,328,794$28,221,494▲ $2,892,700
Other Liabilities$17,772,837$19,449,997▲ $1,677,160
Accounts Payable and Accrued Expenses$1,058,463$1,805,149▲ $746,686
Total Liabilities$71,646,349$78,433,884▲ $6,787,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,649,698$21,738,877▲ $2,089,179
Total Net Assets Fund Balance$19,649,698$21,738,877▲ $2,089,179
Total Liabilities and Net Assets / Fund Balance$91,296,047$100,172,761▲ $8,876,714

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,729,347$34,069,146$85,798,493
Land$11,130,351-$11,130,351
Other Land Buildings$6,581,787$2,408,788$8,990,575
Equipment$1,639,775$6,503,266$8,143,041
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert JohnsonPresident & CEOFT$238,305$30,040$268,345
Rob HaysCOOFT$159,238$9,189$168,427
Judy O'DonnellVP & CFOFT$152,987$9,253$162,240
Amanda BrenchleyVP of Health & WelFT$110,123$7,965$118,088

Board Members and Trustees

NameTitle
Linda MatherChair (Apr-Dec)
Clifford DrokeChair (Jan-Mar)
Ronald MabenVice Chair
Bernie ThurberDirector
Diana WhiteDirector
Eric WielandDirector
Frances OusleyDirector
Harley SpringDirector
Harmon LaurinDirector
Mary Lou StewartDirector
Elizabeth HindsSecretary
Roberta TaussigTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Moss Properties IncGeneral ContractorPO Box 27, Astoria, OR 97103$2,514,618
LRS Architects IncArchitects720 W Davis St Ste 300, Portland, OR 97209$2,392,720
Morrison Community LivingDining ContractPO Box 102289, Atlanta, GA 30368$1,035,498
Hutchins AdvertisingAdvertisingPO Box 291, Olympia, WA 98507$837,008
Norhtwest Control Co IncContractorP O Box 22919, Milwaukie, OR 97269$398,516
Revenue and Support

Revenue Composition

Contributions and Grants
$450,252
Program Service Revenue
$17,600,705
Investment Income
$666,261
Other Revenue
$-114,850
Change in Net Assets
$145,331

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,602,368
Total Revenue per Audited Statements
$18,602,368
Total Revenue per Form 990
$18,602,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,947,209
Salaries, Compensation, and Employee Benefits$8,509,828
Total Fundraising Expense$68,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,989,166$577,255-$6,566,421
Depreciation Depletion$3,286,657$172,982-$3,459,639
Occupancy$1,263,964--$1,263,964
Fees for Services Other$895,056$352,024$1,739$1,248,819
Interest$1,020,468$53,709-$1,074,177
Other Employee Benefits$685,487$85,216-$770,703
Advertising$514,204$106,814-$621,018
Payroll Taxes$496,453$96,292-$592,745
Insurance$409,118$21,533-$430,651
Current Officers, Directors, Trustees, and Key Employees-$372,164$58,421$430,585
Other Expenses$229,664$3,796$1,549$233,460
Pension Plan Contributions$140,335$9,039-$149,374
Fees for Service Investment Mgmnt Fees-$112,496-$112,496
Travel$11,307$66,623$69$77,999
All Other Expenses$53,500$23,383$403$77,286
Fees for Services Accounting-$50,141-$50,141
Fees for Services Legal-$16,878-$16,878
Total Functional Expenses$16,046,573$2,341,646$68,818$18,457,037

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,457,037
Total Expenses per Audited Statements$18,457,037
Total Expenses per Form 990$18,457,037
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
Refundable Fees$18,945,985
Reservation Fee Deposits$261,000
pAYABLE TO fOUNDATION$153,493
Gift Annuity Contracts$80,372
Other Deposits$9,147

Bond Issues

BondIssuerIssuedIssue PricePurpose
CThe Hospital facilities a2019-08-15$25,000,000Parkview project
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
C$25,000,000---
A$18,245,000-$5,860,000$313,416
B$15,670,842-$1,575,000$462,500

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 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
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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy O'Donnell
Formed
1958
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
260
Volunteers
207

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: Food Services - Licensed restaurant provided 37,705 meals to residents of the independent living facility, staff, and visitors. In addition, the main kitchen also prepared, delivered, and serviced 56,079 meals to the residents of the assisted living and residential care facility.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Rob Hays
IRS990/Form990PartVIISectionAGrp/PersonNm2Judy O'Donnell
IRS990/Form990PartVIISectionAGrp/PersonNm3Amanda Brenchley
IRS990/Form990PartVIISectionAGrp/PersonNm4Harley Spring
IRS990/Form990PartVIISectionAGrp/PersonNm5Harmon Laurin
IRS990/Form990PartVIISectionAGrp/PersonNm6Frances Ousley
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Lou Stewart
IRS990/Form990PartVIISectionAGrp/PersonNm8Diana White
IRS990/Form990PartVIISectionAGrp/PersonNm9Clifford Droke
IRS990/Form990PartVIISectionAGrp/PersonNm10Linda Mather
IRS990/Form990PartVIISectionAGrp/PersonNm11Bernie Thurber
IRS990/Form990PartVIISectionAGrp/PersonNm12Eric Wieland
IRS990/Form990PartVIISectionAGrp/PersonNm13Elizabeth Hinds
IRS990/Form990PartVIISectionAGrp/PersonNm14Ronald Maben
IRS990/Form990PartVIISectionAGrp/PersonNm15Roberta Taussig
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP of Health & Wel
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair (Jan-Mar)
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chair (Apr-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
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IRS990/MissionDesc0Terwilliger Plaza empowers members to maintain active and engaged lives within a supportive residential community by providing a stimulating environment and embracing representative self-governance.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,172,761
Liabilities
$78,433,884
Net assets
$21,738,877
Revenue
$18,602,368
Expenses
$18,457,037
Net income
$145,331
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