Civic Intelligence

Terwilliger Plaza Foundation Inc.

990 • Fiscal year 2015 • EIN 93-1062307

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization ProfileNONE
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

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

3.34x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

6th percentile

-47%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$257,021

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 171.1% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$6,847,443

Up $1,084,540 (+19%) from 2014

Net Assets

Up

$6,345,085

Up $976,102 (+18%) from 2014

Liabilities

Up

$502,358

Up $108,438 (+28%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin6th percentile

Revenue

Down

$150,201

Down $85,175 (-36%) from 2014

Expenses

Down

$220,325

Down $114 (-0.1%) from 2014

Net Income

Down

-$70,124

Down $85,061 (-569%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$10M$5.0M$0Assets 2010: $3,751,104Liabilities 2010: $206,331Net Assets 2010: $3,544,7732010Assets 2011: $3,791,160Liabilities 2011: $257,693Net Assets 2011: $3,533,4672011Assets 2012: $3,800,268Liabilities 2012: $274,233Net Assets 2012: $3,526,0352012Assets 2013: $3,808,360Liabilities 2013: $300,516Net Assets 2013: $3,507,8442013Assets 2014: $5,762,903Liabilities 2014: $393,920Net Assets 2014: $5,368,9832014Assets 2015: $6,847,443Liabilities 2015: $502,358Net Assets 2015: $6,345,0852015Assets 2016: $5,389,478Liabilities 2016: $4,592Net Assets 2016: $5,384,8862016Assets 2017: $6,087,884Liabilities 2017: $5,320Net Assets 2017: $6,082,5642017Assets 2018: $5,911,979Liabilities 2018: $990Net Assets 2018: $5,910,9892018Assets 2019: $6,809,304Liabilities 2019: $69,065Net Assets 2019: $6,740,2392019Assets 2020: $7,278,481Liabilities 2020: $49,725Net Assets 2020: $7,228,7562020Assets 2021: $8,522,441Liabilities 2021: $7,146Net Assets 2021: $8,515,2952021Assets 2022: $7,604,363Liabilities 2022: $21,857Net Assets 2022: $7,582,5062022Assets 2023: $7,955,592Liabilities 2023: $57,925Net Assets 2023: $7,897,6672023Assets 2024: $8,693,926Liabilities 2024: $25,235Net Assets 2024: $8,668,6912024

Highlighted filing

2015

Assets$6,847,443
Liabilities$502,358
Net Assets$6,345,085
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $194,8452010Expenses 2011: $199,2352011Expenses 2012: $166,4712012Revenue 2013: $1,580,964Expenses 2013: $1,631,786Net Income 2013: -$50,8222013Revenue 2014: $235,376Expenses 2014: $220,439Net Income 2014: $14,9372014Revenue 2015: $150,201Expenses 2015: $220,325Net Income 2015: -$70,1242015Revenue 2016: -$195,480Expenses 2016: $1,398,662Net Income 2016: -$1,594,1422016Revenue 2017: $256,761Expenses 2017: $58,074Net Income 2017: $198,6872017Revenue 2018: $330,690Expenses 2018: $187,036Net Income 2018: $143,6542018Revenue 2019: $457,127Expenses 2019: $507,877Net Income 2019: -$50,7502019Revenue 2020: $539,953Expenses 2020: $602,364Net Income 2020: -$62,4112020Revenue 2021: $861,085Expenses 2021: $430,794Net Income 2021: $430,2912021Revenue 2022: $722,908Expenses 2022: $720,104Net Income 2022: $2,8042022Revenue 2023: $640,803Expenses 2023: $929,372Net Income 2023: -$288,5692023Revenue 2024: $707,831Expenses 2024: $713,021Net Income 2024: -$5,1902024

Highlighted filing

2015

Revenue$150,201
Expenses$220,325
Net Income-$70,124
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.0
Gross Receipts
$162,140
Mission and Program Overview

Mission

The Foundation mission is to fund projects and facility improvements that enhance the quality of retirement living for all Terwilliger Plaza members, and to support the Lesta Hoel Memorial Trust Fund that assists members who might otherwise have to leave the Plaza due to financial hardship.

Terwilliger plaza foundation, a 501(c)(3) charitable foundation, was established in 1991 to fund projects and facility improvements that will enhance the quality of retirement living for all terwilliger plaza residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,784,241$5,847,468▲ $1,063,227
Savings and Temporary Cash Investments$811,125$732,526▼ $78,599
Cash and Non-Interest-Bearing Accounts$70,537$175,810▲ $105,273
Accounts Receivable$329$381▲ $52
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,762,903$6,847,443▲ $1,084,540
Other Assets Total$96,671$91,258▼ $5,413
Liabilities
Other Liabilities-$500,635-
Accounts Payable and Accrued Expenses$393,920$1,723▼ $392,197
Total Liabilities$393,920$502,358▲ $108,438
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,582,184$5,457,530▲ $875,346
Unrestricted Net Assets$720,821$807,070▲ $86,249
Permanently Rstr Net Assets$65,978$80,485▲ $14,507
Total Net Assets Fund Balance$5,368,983$6,345,085▲ $976,102
Total Liabilities and Net Assets / Fund Balance$5,762,903$6,847,443▲ $1,084,540

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,847,468--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$602,659$2,325▲ $8,800$5,023$582,658
2014$615,793$2,210▲ $15,374$5,291$602,659
2013$576,954$775▲ $67,897$4,973$615,793
2012$554,372$295▲ $51,050$4,601$576,954
2011$606,094$450▼ $22,340$4,928$554,372
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Brenda Ray ScottExecutive DirectorFT$46,661$46,661

Board Members and Trustees

NameTitle
Mary Ellen HigginsPresident
Delores SellnerPresident & CEO
Byron DouganVice President
Beth ReidDirector
Harmon LaurinDirector
Stan BaumhoferDirector
Tom GavinDirector
Diane GibsonCFO
Lynn ManuelSecretary
Bill KnodellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,329
Program Service Revenue
$0
Investment Income
$1,898
Other Revenue
$15,974
All Other Contributions
$95,878
Change in Net Assets
$-70,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,694
Revenue Not Reported on Financial Statements
$34,507
Revenue Not Reported on Form 990
$1,152,714
Other Revenue Adjustments
$34,507
Total Revenue per Audited Statements
$1,268,408
Total Revenue per Form 990
$150,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,679
Other Expenses$18,646
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,679--$201,679
Fees for Services Accounting-$9,860-$9,860
Other Expenses-$1,162-$1,162
All Other Expenses-$164-$164
Total Functional Expenses$201,679$18,646$0$220,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$324,488
Total Expenses per Form 990$220,325
Expenses per Audited Statements$218,000
Expenses Not Reported on Form 990$106,488
Expenses Not Reported on Financial Statements$2,325
Other Expense Adjustments$2,325
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Terwilliger Plaza IncPortland, OR501(c)(3)Member Subsidies & Operating Exp$199,354
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,902
Fundraising Gross Income$10,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Auction$36,176$7,753$8,956$-1,203
Food & Entertainment$10,975$2,947$2,946$1
Total Events$47,151$10,700$11,902$-1,202
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
Due to Affiliates$500,635
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11B: Form 990 Review Process

“The 990 is reviewed by the organization's CFO with the oversight of the CEO and then presented to the board. The board reviews the 990 with a member of the certified public accounting firm who prepared the return.”

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

“board members ARE REQUIRED TO READ AND SIGN A CONCLICT OF INTEREST POLICY AGREEMENT ANNUALLY. IN ADDITION, THEY are expected to report any conflicts of interest THAT ARISE immediately. They are disqualified from voting on any matters for which a conflict exists.”

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 of 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

“financial statements, governing documents and policies and procedures are available for public review at the organization's offices.”

Filing and Contact Details

Filer

Filer Name
Terwilliger Plaza Foundation Inc
EIN
93-1062307
Phone
5032264911
Address
2545 SW Terwilliger Blvd, Portland, OR 97201

Signing Officer

Name
Elizabeth Comfort
Title
CFO Interim
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Ray Scott
Formed
1991
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in value of gift annuities = $6348”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“THERE ARE FIVE FUNDS HELD BY THE OREGON COMMUNITY FOUNDATION TO BE USED FOR FACILITY IMPROVEMENTS, CLASSICAL MUSIC PERFOMANCES AND IMPROVING the QUALITY OF LIFE OF TERWILLIGER PLAZA RESIDENTS.”

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

“Fundraising EXPENSES NETTED WITH REVenue $11902 CHANGE IN VALUE OF GIFT ANNUITIES $6348 Thrift Shop expense netted with revenue $396 AMounts designated for Lesta Hoel $34073”

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

“OCF Contributions grouped with expenses $2325 OCF Distributions/Income $31786 Thrift Shop expenses netted with revenue $396”

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

“Fundraising EXPENSES NETTED with revenue $11902 Thrift Shop expenses netted with revenue $396 Amounts designated for Lesta Hoel $34073”

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

“OCF contributions grouped with expenses $2325”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21266
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IRS990/OtherRevenueMiscGrp/BusinessCd0453310
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IRS990/OtherRevenueTotalAmt017176
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt080485
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRENDA RAY SCOTT
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IRS990/PYRevenuesLessExpensesAmt014937
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IRS990/PYTotalRevenueAmt0235376
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IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-70124
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,847,443
Liabilities
$502,358
Net assets
$6,345,085
Revenue
$150,201
Expenses
$220,325
Net income
-$70,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.69$0.03$8.67$0.71$0.71$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.06$7.90$0.64$0.93$0.29
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.02$7.58$0.72$0.72$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.52$0.01$8.52$0.86$0.43$0.43
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.05$7.23$0.54$0.60$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.81$0.07$6.74$0.46$0.51$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.33$0.19$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$0.26$0.06$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.38$0.20$1.40$1.59
2015Detailed filing. Detailed filing data is available for this year.$6.85$0.50$6.35$0.15$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.76$0.39$5.37$0.24$0.22$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.30$3.51$1.58$1.63$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.27$3.53$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.26$3.53$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.21$3.54$0.19