Civic Intelligence

Rose Villa Foundation Inc.

990 • Fiscal year 2013 • EIN 93-6023450

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profilewww.rosevilla.org
13505 SE River Road97222

(503) 652-3280

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$168,089

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-2.3%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$4,157,520

Up $557,460 (+15%) from 2012

Net Assets

Up

$4,125,948

Up $545,063 (+15%) from 2012

Liabilities

Up

$31,572

Up $12,397 (+65%) from 2012

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin95th percentile

Revenue

$637,131

No earlier filing loaded for comparison.

Expenses

Down

$194,566

Down $89,167 (-31%) from 2012

Net Income

$442,565

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$10M$5.0M$0Assets 2010: $3,279,158Liabilities 2010: $28,776Net Assets 2010: $3,250,3822010Assets 2011: $3,380,777Liabilities 2011: $47,965Net Assets 2011: $3,332,8122011Assets 2012: $3,600,060Liabilities 2012: $19,175Net Assets 2012: $3,580,8852012Assets 2013: $4,157,520Liabilities 2013: $31,572Net Assets 2013: $4,125,9482013Assets 2014: $4,380,957Liabilities 2014: $11,694Net Assets 2014: $4,369,2632014Assets 2015: $4,279,062Liabilities 2015: $33,114Net Assets 2015: $4,245,9482015Assets 2016: $4,629,380Liabilities 2016: $38,169Net Assets 2016: $4,591,2112016Assets 2017: $5,456,840Liabilities 2017: $58,140Net Assets 2017: $5,398,7002017Assets 2018: $5,162,294Liabilities 2018: $92,583Net Assets 2018: $5,069,7112018Assets 2019: $6,161,790Liabilities 2019: $103,270Net Assets 2019: $6,058,5202019Assets 2020: $6,613,459Liabilities 2020: $84,708Net Assets 2020: $6,528,7512020Assets 2021: $7,627,213Liabilities 2021: $76,163Net Assets 2021: $7,551,0502021Assets 2022: $6,671,494Liabilities 2022: $94,057Net Assets 2022: $6,577,4372022Assets 2023: $7,509,140Liabilities 2023: $120,959Net Assets 2023: $7,388,1812023Assets 2024: $8,222,009Liabilities 2024: $475,184Net Assets 2024: $7,746,8252024

Highlighted filing

2013

Assets$4,157,520
Liabilities$31,572
Net Assets$4,125,948
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $343,075Expenses 2010: $388,528Net Income 2010: -$45,4532010Revenue 2011: $667,452Expenses 2011: $270,048Net Income 2011: $397,4042011Expenses 2012: $283,7332012Revenue 2013: $637,131Expenses 2013: $194,566Net Income 2013: $442,5652013Revenue 2014: $551,137Expenses 2014: $119,827Net Income 2014: $431,3102014Revenue 2015: $177,714Expenses 2015: $122,004Net Income 2015: $55,7102015Revenue 2016: $279,347Expenses 2016: $155,977Net Income 2016: $123,3702016Revenue 2017: $679,787Expenses 2017: $177,758Net Income 2017: $502,0292017Revenue 2018: $430,319Expenses 2018: $167,289Net Income 2018: $263,0302018Revenue 2019: $382,485Expenses 2019: $162,922Net Income 2019: $219,5632019Revenue 2020: $559,694Expenses 2020: $163,695Net Income 2020: $395,9992020Revenue 2021: $673,410Expenses 2021: $132,874Net Income 2021: $540,5362021Revenue 2022: $767,486Expenses 2022: $230,625Net Income 2022: $536,8612022Revenue 2023: $441,588Expenses 2023: $360,148Net Income 2023: $81,4402023Revenue 2024: $745,459Expenses 2024: $701,215Net Income 2024: $44,2442024

Highlighted filing

2013

Revenue$637,131
Expenses$194,566
Net Income$442,565
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$648,065
Mission and Program Overview

Mission

The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.

To provide for payment on behalf of residents of Rose Villa for occupancy, medical or other services when they no longer have the resources through no fault of their own.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,562,517$4,106,750▲ $544,233
Cash and Non-Interest-Bearing Accounts$36,405$48,895▲ $12,490
Accounts Receivable$1,138$1,875▲ $737
Savings and Temporary Cash Investments-$0-
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$3,600,060$4,157,520▲ $557,460
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$19,175$31,572▲ $12,397
Total Liabilities$19,175$31,572▲ $12,397
Net Assets / Fund Balance
Unrestricted Net Assets$3,580,885$4,125,948▲ $545,063
Total Net Assets Fund Balance$3,580,885$4,125,948▲ $545,063
Total Liabilities and Net Assets / Fund Balance$3,600,060$4,157,520▲ $557,460

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,562,517$165,854▲ $584,709-$4,106,750
2012$3,265,739$112,923▲ $425,818-$3,562,517
2011$3,279,158$360,244▼ $84,159-$3,265,739
2010$3,071,109$134,399▲ $463,626-$3,279,158
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Pat GarvinPresident
Todd LyonVice President
Al RiekeDirector
Andrew TeitelmanDirector
Carol BosworthDirector
Judie HansenDirector
Kayla CarruthDirector
Nicolle DeeringDirector
Richard LakeyDirector
Mo WeathersSecretary
Vassar ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157,068
Program Service Revenue
$0
Investment Income
$482,211
Other Revenue
$-2,148
All Other Contributions
$78,074
Change in Net Assets
$442,565

Audited Revenue Reconciliation

Revenue per Audited Statements
$596,698
Revenue Not Reported on Financial Statements
$40,433
Revenue Not Reported on Form 990
$102,498
Other Revenue Adjustments
$40,433
Total Revenue per Audited Statements
$699,196
Total Revenue per Form 990
$637,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,136
Other Expenses$80,430
Total Fundraising Expense$18,800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,136--$114,136
Fees for Service Investment Mgmnt Fees-$40,433-$40,433
Fees for Services Accounting-$14,275-$14,275
Office Expenses-$2,226$4,350$6,576
Other Expenses-$458$14,450$458
Total Functional Expenses$114,136$61,630$18,800$194,566

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$194,566
Expenses per Audited Statements$154,133
Total Expenses per Audited Statements$154,133
Expenses Not Reported on Financial Statements$40,433
Other Expense Adjustments$40,433
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0471873-501(c)(3)Financial assistance for residents$114,136
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,934
Fundraising Gross Income$4,900
Gaming Gross Income$1,618
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$66,162$4,800$4,280$520
Total Events$66,162$4,800$8,266$-3,466
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of Form 990 is provided to board members for their review prior to filing.”

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

“Upon request at the organization's place of business.”

Filing and Contact Details

Filer

EIN
93-6023450
Phone
5036523280

Signing Officer

Name
Vassar Byrd
Title
Treasurer
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1964
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
40

Preparer

Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The auditors were selected by the full board of directors. The audit report is presented to and approved and accepted by the full board of directors.”

Financial Statement Notes

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

“The earnings and growth from the quasi-endowment fund is used for charitable purposes to benefit residents of Rose Villa Inc.”

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

“Investment Expenses netted with revenue $40433”

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

“Investment Expenses netted with revenue $40433”

Raw XML AppendixShowing 400 of 588 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019175
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031572
IRS990/AccountsReceivableGrp/BOYAmt01138
IRS990/AccountsReceivableGrp/EOYAmt01875
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide for payment on behalf of residents of Rose Villa for occupancy, medical or other services when they no longer have the resources through no fault of their own.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt078074
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Vassar T Byrd
IRS990/BooksInCareOfDetail/PhoneNum05036543171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1013505 SE River Road
IRS990/BooksInCareOfDetail/USAddress/City0Portland
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097222
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036405
IRS990/CashNonInterestBearingGrp/EOYAmt048895
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt068482
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0157068
IRS990/CYGrantsAndSimilarPaidAmt0114136
IRS990/CYInvestmentIncomeAmt0482211
IRS990/CYOtherExpensesAmt080430
IRS990/CYOtherRevenueAmt0-2148
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0442565
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0194566
IRS990/CYTotalFundraisingExpenseAmt018800
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0637131
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provided financial assistance to qualifying residents of Rose Villa, Inc., a continuing care retirement community.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0114136
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014275
IRS990/FeesForServicesAccountingGrp/TotalAmt014275
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt040433
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt040433
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt1019101
IRS990/Form990PartVIISectionAGrp/PersonNm0Pat Garvin
IRS990/Form990PartVIISectionAGrp/PersonNm1Todd Lyon
IRS990/Form990PartVIISectionAGrp/PersonNm2Mo Weathers
IRS990/Form990PartVIISectionAGrp/PersonNm3Kayla Carruth
IRS990/Form990PartVIISectionAGrp/PersonNm4Al Rieke
IRS990/Form990PartVIISectionAGrp/PersonNm5Judie Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm6Carol Bosworth
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Lakey
IRS990/Form990PartVIISectionAGrp/PersonNm8Andrew Teitelman
IRS990/Form990PartVIISectionAGrp/PersonNm9Nicolle Deering
IRS990/Form990PartVIISectionAGrp/PersonNm10Vassar Byrd
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/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/ReportableCompFromRltdOrgAmt10148988
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt068482
IRS990/FundraisingDirectExpensesAmt010934
IRS990/FundraisingGrossIncomeAmt04900
IRS990/GainOrLossGrp/SecuritiesAmt0379814
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt01618
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0114136
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0114136
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0114136
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0379814
IRS990/GrossReceiptsAmt0648065
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0102397
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102397
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03562517
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04106750
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide for payment on behalf of residents of Rose Villa for occupancy, medical or other service fees, or any other fees in connection with residency in Rose Villa, if such resident is unable to pay because of financial need.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03580885
IRS990/NetAssetsOrFundBalancesEOYAmt04125948
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0379814
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0379814
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6034
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6034
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01618
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01618
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0102498
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt04350
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02226
IRS990/OfficeExpensesGrp/TotalAmt06576
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Development services
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Taxes and fees
IRS990/OtherExpensesGrp/FundraisingAmt014450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1944
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2744
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3458
IRS990/OtherExpensesGrp/TotalAmt017000
IRS990/OtherExpensesGrp/TotalAmt1944
IRS990/OtherExpensesGrp/TotalAmt2744
IRS990/OtherExpensesGrp/TotalAmt3458
IRS990/OtherRevenueMiscGrp/BusinessCd0212399
IRS990/OtherRevenueMiscGrp/Desc0Mineral Rights Lease
IRS990/OtherRevenueMiscGrp/ExclusionAmt02268
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02268
IRS990/OtherRevenueTotalAmt02268
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Vassar Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0104610
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0215480
IRS990/PYInvestmentIncomeAmt0161560
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt068253
IRS990/PYOtherRevenueAmt01378
IRS990/PYRevenuesLessExpensesAmt0-16185
IRS990/PYTotalExpensesAmt0283733
IRS990/PYTotalRevenueAmt0267548
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0442565
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt010512
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt088586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0214116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0868706
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt093219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0197373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt060645
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0536250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt077268
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt037612
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt043832
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt021345
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02173
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0182230
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54730
IRS990ScheduleA/PublicSupportPY170Pct00.68070
IRS990ScheduleA/PublicSupportTotal170Amt0868706
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0214116
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0868706
IRS990ScheduleA/TotalSupportAmt01587186
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt092194
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03562517
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0165854
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04106750
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0114136
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0584709
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03265739
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0112923
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03562517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0425818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt075598
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03279158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0360244
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03265739
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0213906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-84159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt044918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03071109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0134399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03279158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0345058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0463626
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040433
IRS990ScheduleD/ExpensesSubtotalAmt0154133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0102498
IRS990ScheduleD/OtherExpensesNotIncludedAmt040433
IRS990ScheduleD/OtherRevenuesNotIncludedAmt040433

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,157,520
Liabilities
$31,572
Net assets
$4,125,948
Revenue
$637,131
Expenses
$194,566
Net income
$442,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.48$7.75$0.75$0.70$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.12$7.39$0.44$0.36$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.09$6.58$0.77$0.23$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.08$7.55$0.67$0.13$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.08$6.53$0.56$0.16$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.10$6.06$0.38$0.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.09$5.07$0.43$0.17$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.06$5.40$0.68$0.18$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.04$4.59$0.28$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.25$0.18$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.12$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.03$4.13$0.64$0.19$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.02$3.58$0.28
2011Summary only. Only limited summary data is available for this year.$3.38$0.05$3.33$0.67$0.27$0.40
2010Summary only. Only limited summary data is available for this year.$3.28$0.03$3.25$0.34$0.39$0.05