SISTERS OF ST MARY OF OREGON MARYVILLE CORPORATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SISTERS OF ST MARY OF OREGON MARYVILLE CORPORATION (EIN 93-0752805)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349302895
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T08:32:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930752805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST MARY OF OREGON | BusinessNameLine1Txt |
| Business Name Line2 | MARYVILLE CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIST | BusinessNameControlTxt |
| Phone | 5036438626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14645 SW FARMINGTON ROAD | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN PARRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5036438626 | PhoneNum |
| Signature | 2024-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | PARRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN PARRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14645 SW FARMINGTON ROAD | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,798,447 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARYVILLENH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO MAINTAIN AND OPERATE FACILITIES PROVIDING NURSING AND SUPPORTIVE CARE SERVICES TO RESIDENTS AND PATIENTS IN ACCORDANCE WITH THE MORAL AND ETHICAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH AND THE SISTERS OF ST. MARY OF OREGON. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,639,442 | PYContributionsGrantsAmt |
| CY Contributions Grants | $75,364 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,344,982 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,377,014 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,115,335 | PYTotalRevenueAmt |
| CY Total Revenue | $23,508,856 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,785,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,224,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $416,442 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,552,782 | PYOtherExpensesAmt |
| CY Other Expenses | $13,302,125 | CYOtherExpensesAmt |
| PY Total Expenses | $24,337,994 | PYTotalExpensesAmt |
| CY Total Expenses | $24,526,853 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$222,659 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,017,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,579,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,446,870 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,930,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,957,047 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,649,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,489,823 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAINTAIN AND OPERATE FACILITIES WHICH PROVIDE NURSING AND SUPPORTIVE LIVING CARE AND SERVICES, AND OFFER OR ARRANGE FOR THE PROVISION OF SERVICES TO GERIATRIC, CHRONIC AND CONVALESCENT RESIDENTS AND/OR PATIENTS IN ACCORDANCE WITH THE MORAL AND ETHICAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH, INCLUDING THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE FACILITIES, CONSISTENT WITH THE INTERESTS AND PURPOSES OF THE SISTERS OF ST. MARY OF OREGON, A RELIGIOUS INSTITUTE WITHIN THE ROMAN CATHOLIC CHURCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,437,429 | ExpenseAmt |
| Revenue | $16,845,456 | RevenueAmt |
| Desc | INTERMEDIATE CARE - PROVISION OF CARE AND SERVICES NEEDED BY INDIVIDUALS TO MAINTAIN "ACTIVITIES OF DAILY LIVING" (THOSE FUNCTIONAL ACTIVITIES REQUIRED BY AN INDIVIDUAL FOR CONTINUED WELL BEING AND ARE ESSENTIAL FOR HEALTH AND SAFETY INCLUDING EATING, DRESSING/GROOMING, BATHING/PERSONAL HYGIENE, MOBILITY, BOWEL AND BLADDER MANAGEMENT AND CONGNITION). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,615,133 | ExpenseAmt |
| Revenue | $6,531,558 | RevenueAmt |
| Desc | SKILLED NURSING - PROVISION OF SPECIALIZED REHABILITATIVE/NURSING SERVICES NEEDED BY INDIVIDUALS REQUIRING STAY FOR SHORT-TERM/NON-ACUTE ILLNESSES WITH THE GOAL TO ATTAIN OPTIMAL FUNCTIONING ENABLING INDIVIDUALS TO RETURN TO COMMUNITY LIVING. SERVICES DELIVERED BY LICENSED THERAPISTS AND REGISTERED NURSES AND LICENSED PRACTICAL NURSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVISION OF A CONTRIBUTION TO THE STRATEGIC INVESTMENT FUND AT SSMO MINISTRIES CORPORATION THAT WILL BE USED TO FURTHER THE SPONSORED MINISTRIES OF THE SISTERS AND FULFILL THE MISSION OF THE SISTERS IN EDUCATIONAL AND NURSING PROGRAMS AND TO PROVIDE FURTHER CAPITAL IMPROVEMENTS TO THE CAMPUS FACILITIES INCLUDING MARYVILLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,052,562 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 285 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYVILLE NURSING HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036438626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14645 SW FARMINGTON ROAD | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97007 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN PARRY | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $214,827 | $0 | $24,683 | ||
| KELLY FOX | |||||||||
| CHAIR | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM BAERTLEIN | |||||||||
| VICE CHAIR | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SR RITA WATKINS SECRETARY | |||||||||
| AND MEMBER SSMO MINISTRIES | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BILL BAERTLEIN | |||||||||
| TREASURER | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY AUGUSTYN | |||||||||
| CFO, SSMO MINISTRIES CORP | 10.00 | 30.00 | Yes (X) | $0 | $253,755 | $0 | |||
| SR ADELE MARIE ALTENHOFEN | |||||||||
| PRESIDENT & DIR., SSMO MINISTRIES | 10.00 | 30.00 | Yes (X) | $0 | $0 | $240,617 | |||
| BRET COPE | |||||||||
| COO, SSMO MINISTRIES CORP | 10.00 | 30.00 | $0 | $198,394 | $0 | Yes (X) | |||
| JENNIFER LIDGUS | |||||||||
| LICENSED PRACTICAL NURSE | 66.30 | 0.00 | $216,417 | $0 | $14,712 | Yes (X) | |||
| SUJEEWA PATHIRANA | |||||||||
| REGISTERED NURSE | 58.20 | 0.00 | $152,092 | $0 | $3,394 | Yes (X) | |||
| DALE GOODNO | |||||||||
| CIO, SSMO MINISTRIES CORP | 10.00 | 30.00 | $0 | $143,567 | $0 | Yes (X) | |||
| CORDELIA AGUM | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $134,085 | $0 | $43 | Yes (X) | |||
| JUDY HARTWELL | |||||||||
| CERTIFIED NURSE AIDE | 57.30 | 0.00 | $118,157 | $0 | $8,115 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $835,578 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $595,716 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,564 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSONUS REHAB | |||||
| 4560 SE INTL WAY 100 | MILWAUKIE | OR | 972224628 | REHAB SERVICES | $1,316,711 |
| ATC HEALTHCARE SERVICES | |||||
| 1983 MARCUS AVE SUITE E122 | LAKE SUCCESS | NY | 11042 | NURSING SERVICES | $708,775 |
| ACTRIV HEALTHCARE INC | |||||
| 3650 S CEDAR ST | TACOMA | WA | 98409 | NURSING SERVICES | $651,858 |
| EXPRESS EMPLOYMENT PROFESSIONALS | |||||
| 9701 BOARDWALK BLVD | OKLAHOMA CITY | OR | 73162 | NURSING SERVICES | $596,736 |
| INTEGRATED HEALTHCARE SOLUTIONS | |||||
| 10200 SW GREENBURG RD SUITE 700 | PORTLAND | OR | 97223 | NURSING SERVICES | $521,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $75,000 | RelatedOrganizationsAmt |
| All Other Contributions | $364 | AllOtherContributionsAmt |
| Noncash Contributions | $164 | NoncashContributionsAmt |
| Total Contributions | $75,364 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTERMEDIATE CARE | 623000 | $16,803,124 | $16,803,124 |
| SKILLED NURSING | 623000 | $6,531,558 | $6,531,558 |
| OTHER REVENUE | 623000 | $42,332 | $42,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,377,014 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,228 | TotalRevenueColumnAmt |
| Exclusion | $103,228 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,242,841 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,286,499 | SecuritiesAmt |
| Other | $3,092 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$43,658 | SecuritiesAmt |
| Other | -$3,092 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,750 | TotalRevenueColumnAmt |
| Exclusion | -$46,750 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,508,856 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,377,014 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,632 | TotalAmt |
| Program Services | $233,808 | ProgramServicesAmt |
| Management And General | $25,824 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391,484 | TotalAmt |
| Program Services | $8,337,177 | ProgramServicesAmt |
| Management And General | $54,307 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,906 | TotalAmt |
| Program Services | $98,737 | ProgramServicesAmt |
| Management And General | $169 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,875 | TotalAmt |
| Program Services | $1,653,619 | ProgramServicesAmt |
| Management And General | $151,256 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,831 | TotalAmt |
| Program Services | $660,888 | ProgramServicesAmt |
| Management And General | $8,943 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,719 | TotalAmt |
| Management And General | $237,719 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,252 | TotalAmt |
| Management And General | $36,252 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,575 | TotalAmt |
| Management And General | $879,575 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,003 | TotalAmt |
| Management And General | $8,003 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,641,646 | TotalAmt |
| Program Services | $6,139,162 | ProgramServicesAmt |
| Management And General | $502,484 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,377 | TotalAmt |
| Management And General | $60,377 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,807 | TotalAmt |
| Program Services | $94,949 | ProgramServicesAmt |
| Management And General | $36,858 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,499 | TotalAmt |
| Program Services | $268,124 | ProgramServicesAmt |
| Management And General | $89,375 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,003 | TotalAmt |
| Program Services | $539,937 | ProgramServicesAmt |
| Management And General | $24,066 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061 | TotalAmt |
| Program Services | $490 | ProgramServicesAmt |
| Management And General | $571 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739 | TotalAmt |
| Management And General | $2,739 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,093 | TotalAmt |
| Program Services | $800,093 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,135 | TotalAmt |
| Management And General | $77,135 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LTCF ASSESSMENT | $1,455,280 | $1,455,280 |
| MEDICAL SUPPLIES | $543,664 | $543,664 |
| FOOD COSTS | $501,272 | $501,272 |
| PHARMACY | $392,433 | $392,433 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,467 | TotalAmt |
| Program Services | $332,929 | ProgramServicesAmt |
| Management And General | -$137,904 | ManagementAndGeneralAmt |
| Fundraising | $416,442 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,526,853 | TotalAmt |
| Program Services | $22,052,562 | ProgramServicesAmt |
| Management And General | $2,057,849 | ManagementAndGeneralAmt |
| Fundraising | $416,442 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,335 | BOYAmt |
| EOY | $5,918,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,222,696 | BOYAmt |
| EOY | $2,238,283 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,408 | BOYAmt |
| EOY | $120,632 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,237 | BOYAmt |
| EOY | $206,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,552,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,701,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,474,538 | BOYAmt |
| EOY | $6,850,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,373 | BOYAmt |
| EOY | $1,947,175 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,194 | BOYAmt |
| EOY | $5,164,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,579,781 | BOYAmt |
| EOY | $22,446,870 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930,251 | BOYAmt |
| EOY | $1,957,047 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,930,251 | BOYAmt |
| EOY | $3,957,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,606,753 | BOYAmt |
| EOY | $17,736,540 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,777 | BOYAmt |
| EOY | $753,283 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,649,530 | BOYAmt |
| EOY | $18,489,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,579,781 | BOYAmt |
| EOY | $22,446,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,017,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $166,914 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$153,918 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $697,509 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $147,785 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,365,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,324,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,639,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,364 | CurrentTaxYearAmt |
| Total | $5,746,125 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,413,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,539,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,610,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,344,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,377,014 | CurrentTaxYearAmt |
| Total | $108,286,024 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,754,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,905,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,935,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,984,424 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,452,378 | CurrentTaxYearAmt |
| Total | $114,032,149 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $114,032,149 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,228 | CurrentTaxYearAmt |
| Total | $469,214 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,228 | CurrentTaxYearAmt |
| Total | $469,214 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,860,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,991,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,990,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,103,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,555,606 | CurrentTaxYearAmt |
| Total | $114,501,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99600 | PublicSupportPY509Pct |
| Investment Income CY | 0.00410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $25,342 | BeginningBalanceAmt |
| Additions During Year | $7,717 | AdditionsDuringYearAmt |
| Distributions During Year | $23,155 | DistributionsDuringYearAmt |
| Ending Balance | $9,904 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $274,134 | OtherCostOrOtherBasisAmt |
| Book Value | $274,134 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,748,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,594,154 | DepreciationAmt |
| Book Value | $6,154,591 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,529,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,107,695 | DepreciationAmt |
| Book Value | $421,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,850,707 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN INVESTMENTS | Desc |
| Book Value | $1,947,175 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,947,175 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD BY OTHERS | $4,297,819 |
| RESERVE FOR GRANT PAYABLE | $367,274 |
| RESIDENT TRUST FUNDS | $9,914 |
| CONSTRUCTION IN PROGRESS | $489,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,164,932 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | CUSTODIAN OF RESIDENT PERSONAL INCIDENTAL FUNDS |
| PART X, LINE 2: | THE CORPORATION HAS OBTAINED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR CORPORATE FEDERAL AND STATE INCOME TAX IS REQUIRED. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF UNCERTAIN POSITIONS HAVE BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THE CORPORATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING JUNE 30, 2022, 2021 AND 2020 ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THERE ARE CURRENTLY NO EXAMINATIONS FOR ANY PERIODS IN PROGRESS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY AUGUSTYN | ||||||||||||||
| CFO, SSMO MINISTRIES CORP | $0 | $97,216 | $0 | $0 | $0 | $156,539 | $0 | $0 | $0 | $0 | $0 | $253,755 | $0 | $0 |
| SR ADELE MARIE ALTENHOFEN | ||||||||||||||
| PRESIDENT & DIR., SSMO MINISTRIES | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $240,617 | $0 | $240,617 | $0 | $0 |
| KATHLEEN PARRY | ||||||||||||||
| PRESIDENT | $214,407 | $0 | $0 | $0 | $420 | $0 | $10,739 | $0 | $13,944 | $0 | $239,510 | $0 | $0 | $0 |
| JENNIFER LIDGUS | ||||||||||||||
| LICENSED PRACTICAL NURSE | $216,086 | $0 | $0 | $0 | $331 | $0 | $6,597 | $0 | $8,115 | $0 | $231,129 | $0 | $0 | $0 |
| BRET COPE | ||||||||||||||
| COO, SSMO MINISTRIES CORP | $0 | $197,974 | $0 | $0 | $0 | $420 | $0 | $0 | $0 | $0 | $0 | $198,394 | $0 | $0 |
| SUJEEWA PATHIRANA | ||||||||||||||
| REGISTERED NURSE | $151,751 | $0 | $0 | $0 | $341 | $0 | $3,351 | $0 | $43 | $0 | $155,486 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PART VII AND SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | THE SISTERS OF ST. MARY OF OREGON RECEIVE COMPENSATION ON BEHALF OF SR. ADELE MARIE ALTENHOFEN FROM SSMO MINISTRIES, A RELATED ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | SISTERS OF ST. MARY OF OREGON MINISTRIES IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNANCE AND OPERATIONS OF THE ORGANIZATION SHALL BE SUBJECT IN ALL RESPECTS TO SISTERS OF ST. MARY OF OREGON MINISTRIES RIGHT (AS SOLE MEMBER) TO EXERCISE THE RESERVED POWERS SET FORTH IN THE BYLAWS WITH RESPECT TO THE ORGANIZATION. THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS, INCLUDING TO APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OR MORE OF THE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNANCE AND OPERATIONS OF THE ORGANIZATION SHALL BE SUBJECT IN ALL RESPECTS TO SISTERS OF ST. MARY OF OREGON MINISTRIES RIGHT (AS SOLE MEMBER) TO EXERCISE THE RESERVED POWERS SET FORTH IN THE BYLAWS WITH RESPECT TO THE ORGANIZATION. THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS, INCLUDING TO APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OR MORE OF THE DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 IS COMPLETED BY THE PRESIDENT AND SSMO MARYVILLE CONTROLLER AND REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD OF DIRECTORS REQUIRES THAT DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THROUGHOUT THE YEAR DIRECTORS ARE REQUIRED TO BRING FORWARD ITEMS WHICH MAY CHANGE THE STATUS OF THEIR PREVIOUSLY SIGNED DOCUMENTATION. ADDITIONALLY, DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION IN DISCUSSION AND VOTING WHEN CONFLICTS OF INTEREST ARISE. |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN KEY PERSONNEL ARE HIRED, A SELECTION COMMITTEE IS ESTABLISHED. SEVERAL PERSONS POPULATE THESE COMMITTEES INCLUDING DIRECTORS ON THE MARYVILLE BOARD AS WELL AS PERSONS SERVING ON THE BOARD TO WHOM THE MARYVILLE BOARD IS ACCOUNTABLE. THE COMMITTEES RESEARCH THE SALARY RANGES OF PERSONS WHO HOLD LIKE POSITIONS IN THE NURSING HOME INDUSTRY AND OFFER INITIAL COMPENSATION WITHIN THAT FRAMEWORK. SUBSEQUENT SALARY RAISES ARE GIVEN BY USING A PER ANNUM PERCENTAGE INCREASE. VARIOUS DIRECTORS OF THE MARYVILLE BOARD PROVIDE FEEDBACK ABOUT THESE INCREASES AS WELL AS MEMBERS OF THE SSMO MINISTRIES FINANCE COMMITTEE. THE SSMO MINISTRIES CORPORATION HR MANAGER ALSO PROVIDES FEEDBACK ABOUT COMPENSATION OF OTHERS IN LIKE POSITIONS. THE ANNUAL BUDGET, WHICH INCLUDES SALARIES, IS PREPARED WITH SIGNIFICANT INPUT OF THE MARYVILLE CONTROLLER AND WITH THE OVERSIGHT OF THE SSMO MINISTRIES CORPORATION'S CFO AND PRESIDENT. IT IS REVIEWED AND APPROVED BY MEMBERS OF THE SSMO MINISTRIES FINANCE COMMITTEE, THE SSMO MARYVILLE BOARD, THE SSMO MINISTRIES CORPORATION BOARD AND THE MEMBERS OF THE SSMO MINISTRIES CORPORATION. THE GENERAL COMPENSATION REVIEW PROCESS WAS LAST COMPLETED DURING 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT, AT THIS TIME, MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, OTHER THAN AS DISCLOSED ON FORM 990 AND SCHEDULES. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES - PATIENT CARE: PROGRAM SERVICE EXPENSES 6,139,162. MANAGEMENT AND GENERAL EXPENSES 502,484. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,641,646. |
| FORM 990, PART XI, LINE 9: | INCREASE (DECREASE) IN BENEFICIAL INTEREST [REVENUE PORTION] 138,882. INCREASE (DECREASE) IN BENEFICIAL INTEREST [OTHER CHANGES] 8,903. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF ST MARY OF OREGON MINISTRIES CORP | |||||||||||
| 4440 SW 148TH AVE | BEAVERTON | OR | 97078 | 204503509 | SHARED SERVICES FOR RELIGIOUS AFFILIATES | OR | 501(C)(3) | LINE 1 | N/A | Yes (1) | |
| SISTERS OF ST MARY OF OREGON FOUNDATION | |||||||||||
| 4440 SW 148TH AVE | BEAVERTON | OR | 97078 | 931253966 | FUNDRAISING & INVESTMENT | OR | 501(C)(3) | LINE 10 | Yes (1) | SSMO MINISTRIES | |
| SISTERS OF ST MARY OF OREGON EARLY LEARNING SCHOOL | |||||||||||
| 4450 SW ST MARYS DRIVE | BEAVERTON | OR | 97078 | 204503805 | CHILD CARE | OR | 501(C)(3) | LINE 2 | Yes (1) | SSMO MINISTRIES | |
| SISTERS OF ST MARY OF OREGON CAMPUS SCHOOLS CORP | |||||||||||
| 4440 SW 148TH AVE | BEAVERTON | OR | 97078 | 204503712 | SCHOOL | OR | 501(C)(3) | LINE 2 | Yes (1) | SSMO MINISTRIES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SISTERS OF ST MARY OF OREGON FOUNDATION | ||
| C | $75,000 | CASH |
| SISTERS OF ST MARY OF OREGON FOUNDATION | ||
| M | $416,442 | COST |
| SISTERS OF ST MARY OF OREGON MINISTRIES | ||
| M | $1,611,532 | COST |
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