Civic Intelligence

Leadingage Oregon

990 • Fiscal year 2018 • EIN 93-0747109

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 17, 2019

Organization ProfileWWW.LEADINGAGEOREGON.COM

View Organization Page

7340 SW Hunziker Ste 104Tigard, OR 97223

(503) 684-3788

Siviq Scores

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

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.07x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$157,423

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-2.5%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,601,859

Up $63,279 (+4.1%) from 2017

Net Assets

Up

$1,503,207

Up $75,742 (+5.3%) from 2017

Liabilities

Down

$98,652

Down $12,463 (-11%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin46th percentile

Revenue

Down

$1,476,977

Down $37,953 (-2.5%) from 2017

Expenses

Up

$1,435,347

Up $23,167 (+1.6%) from 2017

Net Income

Down

$41,630

Down $61,120 (-59%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $930,026Liabilities 2011: $65,568Net Assets 2011: $864,4582011Assets 2012: $1,009,806Liabilities 2012: $96,701Net Assets 2012: $913,1052012Assets 2013: $1,046,305Liabilities 2013: $83,480Net Assets 2013: $962,8252013Assets 2014: $1,122,815Liabilities 2014: $107,546Net Assets 2014: $1,015,2692014Assets 2015: $1,239,393Liabilities 2015: $87,469Net Assets 2015: $1,151,9242015Assets 2016: $1,409,914Liabilities 2016: $113,940Net Assets 2016: $1,295,9742016Assets 2017: $1,538,580Liabilities 2017: $111,115Net Assets 2017: $1,427,4652017Assets 2018: $1,601,859Liabilities 2018: $98,652Net Assets 2018: $1,503,2072018Assets 2019: $1,693,447Liabilities 2019: $110,546Net Assets 2019: $1,582,9012019Assets 2020: $1,813,033Liabilities 2020: $166,216Net Assets 2020: $1,646,8172020Assets 2021: $1,996,897Liabilities 2021: $151,815Net Assets 2021: $1,845,0822021Assets 2022: $1,775,824Liabilities 2022: $112,155Net Assets 2022: $1,663,6692022Assets 2023: $1,776,525Liabilities 2023: $123,563Net Assets 2023: $1,652,9622023Assets 2024: $1,935,127Liabilities 2024: $153,033Net Assets 2024: $1,782,0942024

Highlighted filing

2018

Assets$1,601,859
Liabilities$98,652
Net Assets$1,503,207
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,437,866Expenses 2011: $1,356,964Net Income 2011: $80,9022011Revenue 2012: $1,422,934Expenses 2012: $1,374,287Net Income 2012: $48,6472012Expenses 2013: $1,422,0412013Revenue 2014: $1,480,091Expenses 2014: $1,427,647Net Income 2014: $52,4442014Revenue 2015: $1,470,580Expenses 2015: $1,333,925Net Income 2015: $136,6552015Revenue 2016: $1,472,803Expenses 2016: $1,328,753Net Income 2016: $144,0502016Revenue 2017: $1,514,930Expenses 2017: $1,412,180Net Income 2017: $102,7502017Revenue 2018: $1,476,977Expenses 2018: $1,435,347Net Income 2018: $41,6302018Revenue 2019: $1,492,627Expenses 2019: $1,427,301Net Income 2019: $65,3262019Revenue 2020: $1,357,403Expenses 2020: $1,241,518Net Income 2020: $115,8852020Revenue 2021: $1,387,724Expenses 2021: $1,324,399Net Income 2021: $63,3252021Revenue 2022: $1,411,323Expenses 2022: $1,464,183Net Income 2022: -$52,8602022Revenue 2023: $1,581,445Expenses 2023: $1,634,558Net Income 2023: -$53,1132023Revenue 2024: $1,871,446Expenses 2024: $1,820,929Net Income 2024: $50,5172024

Highlighted filing

2018

Revenue$1,476,977
Expenses$1,435,347
Net Income$41,630
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 17, 2019
Return Version
2017v2.3
Gross Receipts
$1,476,977
Mission and Program Overview

Mission

To serve as a resource and support members providing quality housing, health, community and related services to the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$584,502$625,001▲ $40,499
Cash and Non-Interest-Bearing Accounts$484,754$469,645▼ $15,109
Savings and Temporary Cash Investments$416,405$422,857▲ $6,452
Accounts Receivable$16,764$41,543▲ $24,779
Prepaid Expenses and Deferred Charges$12,753$18,784▲ $6,031
Land, Buildings, and Equipment, Net$3,152$3,779▲ $627
Total Assets$1,538,580$1,601,859▲ $63,279
Other Assets Total$20,250$20,250→ $0
Liabilities
Accounts Payable and Accrued Expenses$78,356$75,326▼ $3,030
Deferred Revenue$32,759$23,326▼ $9,433
Total Liabilities$111,115$98,652▼ $12,463
Net Assets / Fund Balance
Unrestricted Net Assets$1,424,664$1,503,207▲ $78,543
Temporarily Rstr Net Assets$2,801--
Total Net Assets Fund Balance$1,427,465$1,503,207▲ $75,742
Total Liabilities and Net Assets / Fund Balance$1,538,580$1,601,859▲ $63,279

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,779$39,745$43,524
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GulyasCEOFT$143,112$14,311$157,423

Board Members and Trustees

NameTitle
Greg FranksPresident
Diane HoodPresident El
Brian YoungDirector
Craig Van ValkenburgDirector
David ParrettDirector
Dena HiltonDirector
Dennis WhittedDirector
Devri ReynoldsDirector
Keith MilsarkDirector
Todd EngleDirector
Tom HathawayDirector
John DavisPast Preside
Cliff MarsTreasurer
George WheelerVP of Alf/rc
David LewisVP of Ccrcs
Vassar ByrdVP of Comm.
Mary McmanusVP of Housin
Emily DazeyVP of Nursin
Revenue and Support

Revenue Composition

Contributions and Grants
$510,636
Program Service Revenue
$855,940
Investment Income
$20,117
Other Revenue
$90,284
Change in Net Assets
$41,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,038,667
Salaries, Compensation, and Employee Benefits$396,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,506$34,627-$173,133
Current Officers, Directors, Trustees, and Key Employees$117,825$29,456-$147,281
Conferences and Meetings$115,333--$115,333
All Other Expenses$63,747$20,581-$84,328
Other Expenses$51,100--$51,100
Occupancy$26,528$2,948-$29,476
Payroll Taxes$25,537$2,837-$28,374
Other Employee Benefits$22,509$2,501-$25,010
Pension Plan Contributions$20,594$2,288-$22,882
Office Expenses$19,255$2,139-$21,394
Fees for Services Accounting-$18,754-$18,754
Insurance$4,648$517-$5,165
Depreciation Depletion$1,353--$1,353
Total Functional Expenses$1,318,699$116,648$0$1,435,347
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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, Page 6, Part VI, Line 6

“The organization is an association with members.”

Form 990, Page 6, Part VI, Line 7A

“Board members are nominated by a committee of the board and then are elected by members at the annual meeting in may.”

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviews the 990 and then sends it electronically to the board for their review.”

Form 990, Page 6, Part VI, Line 12C

“Any violations of the organization's written code of conduct which includes conflicts of interest may result in removal from the board, committee, or task force.”

Form 990, Page 6, Part VI, Line 15A

“The organization's national association (leadingage) has an executive forum that does an annual salary survey of executive directors of state affiliates around the country. The survey is supplied to the committee of the leadingage oregon board that reviews/evaluates the executive director at the time of the executive director evaluation.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Leadingage Oregon
EIN
93-0747109
Phone
5036843788
Address
7340 SW HUNZIKER STE 104, TIGARD, OR 97223

Signing Officer

Name
Ruth Gulyas
Title
CEO
Phone
5036843788
Signed
2019-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Franks
Formed
1979
Legal Domicile
Or
Voting Board Members
18
Independent Board Members
18
Employees
5

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kevin Davies
Phone
5036829600
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The association is a not-for-profit organization that is exempt from income taxes under section 501(c)(6) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. The association has unrelated business income (ubi) from activities not substantially related to the activities or performance of its exempt purpose for advertising revenues and royalty income. The association's form 990, return of organization exempt from income tax, for the years ending 2017, 2016 and 2015 are subject to examination by the irs, generally 3 years after they were filed.”

Raw XML AppendixShowing 400 of 530 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078356
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt075326
IRS990/AccountsReceivableGrp/BOYAmt016764
IRS990/AccountsReceivableGrp/EOYAmt041543
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020581
IRS990/AllOtherExpensesGrp/ProgramServicesAmt063747
IRS990/AllOtherExpensesGrp/TotalAmt084328
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0TINA GOEWEY
IRS990/BooksInCareOfDetail/PhoneNum05036843788
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07340 SW HUNZIKER 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0TIGARD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097223
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0484754
IRS990/CashNonInterestBearingGrp/EOYAmt0469645
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt029456
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0117825
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0147281
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0115333
IRS990/ConferencesMeetingsGrp/TotalAmt0115333
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0510636
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020117
IRS990/CYOtherExpensesAmt01038667
IRS990/CYOtherRevenueAmt090284
IRS990/CYProgramServiceRevenueAmt0855940
IRS990/CYRevenuesLessExpensesAmt041630
IRS990/CYSalariesCompEmpBnftPaidAmt0396680
IRS990/CYTotalExpensesAmt01435347
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01476977
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt032759
IRS990/DeferredRevenueGrp/EOYAmt023326
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01353
IRS990/DepreciationDepletionGrp/TotalAmt01353
IRS990/Desc0SERVED AS REGULATORY, OPERATIONAL AND ADVOCACY RESOURCE FOR 130 NOT- FOR-PROFIT PROVIDERS AND OTHER MISSION-DIRECTED PROVIDERS OF AGING SERVICES, INCLUDING NURSING HOMES, ASSISTED LIVING/RESIDENTAL CARE FACILITIES, LOW-INCOME AND MARKET-RATE SENIOR HOUSING, CONTINUING CARE RETIREMENT COMMUNITIES, AND HOME AND COMMUNITY-BASED SERVICE PROVIDERS. REPRESENTED MEMBER INTERESTS BEFORE REGULATORY AND LEGISLATIVE BODIES. SERVED ON NUMEROUS WORKGROUPS AND TASK FORCES TO ASSURE MEMBER NEEDS WERE REPRESENTED.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt01132001
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018754
IRS990/FeesForServicesAccountingGrp/TotalAmt018754
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1814311
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG FRANKS
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANE HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CLIFF MARS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm6EMILY DAZEY
IRS990/Form990PartVIISectionAGrp/PersonNm7GEORGE WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm8VASSAR BYRD
IRS990/Form990PartVIISectionAGrp/PersonNm9TODD ENGLE
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH MILSARK
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID PARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm12DEVRI REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm13DENA HILTON
IRS990/Form990PartVIISectionAGrp/PersonNm14CRAIG VAN VALKENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm15DENNIS WHITTED
IRS990/Form990PartVIISectionAGrp/PersonNm16TOM HATHAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm17BRIAN YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm18RUTH GULYAS
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18143112
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF CCRCS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF HOUSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF NURSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF ALF/RC
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF COMM.
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01476977
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0517
IRS990/InsuranceGrp/ProgramServicesAmt04648
IRS990/InsuranceGrp/TotalAmt05165
IRS990/InvestmentIncomeGrp/ExclusionAmt020117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020117
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0584502
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0625001
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039745
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03152
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03779
IRS990/LandBldgEquipCostOrOtherBssAmt043524
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0510636
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01427465
IRS990/NetAssetsOrFundBalancesEOYAmt01503207
IRS990/NetUnrelatedBusTxblIncmAmt0-84457
IRS990/NetUnrlzdGainsLossesInvstAmt034112
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/ManagementAndGeneralAmt02948
IRS990/OccupancyGrp/ProgramServicesAmt026528
IRS990/OccupancyGrp/TotalAmt029476
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02139
IRS990/OfficeExpensesGrp/ProgramServicesAmt019255
IRS990/OfficeExpensesGrp/TotalAmt021394
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020250
IRS990/OtherAssetsTotalGrp/EOYAmt020250
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02501
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022509
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025010
IRS990/OtherExpensesGrp/Desc0MEWA
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SEMINARS
IRS990/OtherExpensesGrp/Desc3LEGISLATIVE
IRS990/OtherExpensesGrp/ProgramServicesAmt0538690
IRS990/OtherExpensesGrp/ProgramServicesAmt1113593
IRS990/OtherExpensesGrp/ProgramServicesAmt259481
IRS990/OtherExpensesGrp/ProgramServicesAmt351100
IRS990/OtherExpensesGrp/TotalAmt0538690
IRS990/OtherExpensesGrp/TotalAmt1113593
IRS990/OtherExpensesGrp/TotalAmt259481
IRS990/OtherExpensesGrp/TotalAmt351100
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0SHARED SERVICES REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038284
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt138284
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt052000
IRS990/OtherRevenueTotalAmt090284
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034627
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0138506
IRS990/OtherSalariesAndWagesGrp/TotalAmt0173133
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02837
IRS990/PayrollTaxesGrp/ProgramServicesAmt025537
IRS990/PayrollTaxesGrp/TotalAmt028374
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02288
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020594
IRS990/PensionPlanContributionsGrp/TotalAmt022882
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012753
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018784
IRS990/PrincipalOfficerNm0GREG FRANKS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PLAN
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY & DISABLED SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0550393
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1305547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0550393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1305547
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSORED A VARIETY OF PROGRAMS TO ENGAGE MEMBER'S RESIDENTS IN CREATIVE ACTIVITIES AND FOSTER A CLOSER RELATIONSHIP BETWEEN THE STATE ORGANIZATION AND RESIDENTS. PRODUCED WEEKLY NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT ISSUES IMPACTING THEIR WORK. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011884
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07235
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFERED 30 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 800 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN-PERSON WORKSHOPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0174814
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0298312
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0495973
IRS990/PYInvestmentIncomeAmt09000
IRS990/PYOtherExpensesAmt01018861
IRS990/PYOtherRevenueAmt093528
IRS990/PYProgramServiceRevenueAmt0916429
IRS990/PYRevenuesLessExpensesAmt0102750
IRS990/PYSalariesCompEmpBnftPaidAmt0393319
IRS990/PYTotalExpensesAmt01412180
IRS990/PYTotalRevenueAmt01514930
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt041630
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0550393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0416405
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0422857
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03779
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039745
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043524
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION HAS UNRELATED BUSINESS INCOME (UBI) FROM ACTIVITIES NOT SUBSTANTIALLY RELATED TO THE ACTIVITIES OR PERFORMANCE OF ITS EXEMPT PURPOSE FOR ADVERTISING REVENUES AND ROYALTY INCOME. THE ASSOCIATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2017, 2016 AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03779
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0143112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUTH GULYAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157423
IRS990ScheduleJ/SeverancePaymentInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,601,859
Liabilities
$98,652
Net assets
$1,503,207
Revenue
$1,476,977
Expenses
$1,435,347
Net income
$41,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.15$1.78$1.87$1.82$0.05
2023Summary only. Only limited summary data is available for this year.$1.78$0.12$1.65$1.58$1.63$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.11$1.66$1.41$1.46$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.15$1.85$1.39$1.32$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.17$1.65$1.36$1.24$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.11$1.58$1.49$1.43$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.10$1.50$1.48$1.44$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.11$1.43$1.51$1.41$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.11$1.30$1.47$1.33$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.09$1.15$1.47$1.33$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.11$1.02$1.48$1.43$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.08$0.96$1.42
2012Summary only. Only limited summary data is available for this year.$1.01$0.10$0.91$1.42$1.37$0.05
2011Summary only. Only limited summary data is available for this year.$0.93$0.07$0.86$1.44$1.36$0.08