Civic Intelligence

Terwilliger Plaza Foundation Inc.

990 • Fiscal year 2017 • EIN 93-1062307

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$180,313

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 70.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,087,884

Up $698,406 (+13%) from 2016

Net Assets

Up

$6,082,564

Up $697,678 (+13%) from 2016

Liabilities

Up

$5,320

Up $728 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$256,761

Up $452,241 (+231%) from 2016

Expenses

Down

$58,074

Down $1,340,588 (-96%) from 2016

Net Income

Up

$198,687

Up $1,792,829 (+112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$6,087,884
Liabilities$5,320
Net Assets$6,082,564
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$256,761
Expenses$58,074
Net Income$198,687
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$267,199
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,710,445-
Savings and Temporary Cash Investments$1,535,265$0▼ $1,535,265
Cash and Non-Interest-Bearing Accounts$205,788$280,364▲ $74,576
Accounts Receivable$1,525$5,317▲ $3,792
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,389,478$6,087,884▲ $698,406
Other Assets Total$3,646,900$4,091,758▲ $444,858
Liabilities
Other Liabilities$2,929$5,320▲ $2,391
Accounts Payable and Accrued Expenses$1,663--
Total Liabilities$4,592$5,320▲ $728
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,241,214$3,256,791▲ $15,577
Temporarily Rstr Net Assets$2,261,179$1,496,076▼ $765,103
Unrestricted Net Assets$-117,507$1,329,697▲ $1,447,204
Total Net Assets Fund Balance$5,384,886$6,082,564▲ $697,678
Total Liabilities and Net Assets / Fund Balance$5,389,478$6,087,884▲ $698,406

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$163,291--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,553,752$4,927▲ $561,048$24,356$3,936,360
2016$582,658$2,936,436▲ $68,405$6,811$3,553,752
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
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
John LarsonFmr Pres/CEO-$146,310$146,310
Robert JohnsonPresident & CEO-$102,238$102,238
Barbara PeschieraExecutive DirectorFT$36,837$36,837
Brenda Ray ScottFmr Exec. DirectorFT$11,937$11,937

Board Members and Trustees

NameTitle
Mary Ellen HigginsFmr President
David KingsburyPresident
Tom GavinVice President
Allyn RiekeDirector
Beth ReidDirector
Eileen MarksonDirector
F Jackson Lewis IIDirector
Harmon LaurinDirector
Ralph BolligerDirector
Bill KnodellFmr Treasurer
Lynn ManuelSecretary
Emily BradfordTreasurer
Judy O'DonnellVP & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$157,505
Program Service Revenue
$0
Investment Income
$81,121
Other Revenue
$18,135
All Other Contributions
$125,196
Change in Net Assets
$198,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,176
Other Expenses$27,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$24,356-$24,356
Grants to Domestic Orgs$20,516--$20,516
Grants to Domestic Individuals$9,660--$9,660
Fees for Services Other-$1,725-$1,725
Fees for Services Legal-$1,019-$1,019
Other Expenses-$45-$45
Total Functional Expenses$30,176$27,898$0$58,074
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Terwilliger Plaza IncPortland, OR501(c)(3)Member Subsidies & Operating Exp$6,497
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,338
Gaming Gross Income$4,485
Fundraising Gross Income$4,056
Gaming Direct Expenses$1,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$31,675$2,363$7,578$-5,215
Total Events$31,675$2,363$7,578$-5,215
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$5,320
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 before the return is filed.”

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

“Compensation of the CEO of the Foundation is determined during the budget process of Terwilliger Plaza, Inc. It is recommended by the CEO of Terwilliger Plaza, Inc. and approved by the Board of Directors.”

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
Judy O'Donnell
Title
VP & CFO
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy O'Donnell
Formed
1991
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
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 = $11848”

Financial Statement Notes

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

“THERE ARE SEVEN 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Fmr President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Fmr Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Fmr Pres/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Fmr Exec. Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt15President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP & CFO
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IRS990/FundraisingDirectExpensesAmt09338
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
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IRS990/NetAssetsOrFundBalancesEOYAmt06082564
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt041601
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5282
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5282
IRS990/NetIncomeFromGamingGrp/ExclusionAmt03385
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt03385
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt04091758
IRS990/OtherChangesInNetAssetsAmt011848
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BUSINESS REGISTRATION
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt245
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IRS990/OtherExpensesGrp/TotalAmt145
IRS990/OtherExpensesGrp/TotalAmt245
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IRS990/OtherRevenueMiscGrp/BusinessCd0453310
IRS990/OtherRevenueMiscGrp/Desc0THRIFT SHOP REVENUE
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IRS990/OtherRevenueTotalAmt020032
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03256791
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Judy O'Donnell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Grants made to Terwilliger Plaza, Inc. for wellness center equipment, classical music concerts, wood shop equipment, and other support expenses.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt06497
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS MADE TO THE LESTA HOEL MEMORIAL TRUST FUND TO ALLOCATE CONTRIBUTIONS COLLECTED BY THE FOUNDATION ON BEHALF OF LESTA HOEL.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt02340
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IRS990/PYTotalExpensesAmt01398662
IRS990/PYTotalRevenueAmt0-195480
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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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
$6,087,884
Liabilities
$5,320
Net assets
$6,082,564
Revenue
$256,761
Expenses
$58,074
Net income
$198,687
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