2020-11-16T12:20:16-08:00 2019-12-31 930891763 HANSEN HUNTER & COMPANY PC 7080 SW FIR LOOP SUITE 100 TIGARD OR 97223 990 2019-01-01 936071709 Lesta Hoel Memorial Trust Fund LEST 5032264911 2545 SW Terwilliger Blvd Portland OR 97201 Judy O'Donnell VP & CFO 2020-11-13 true Lou McCollum P00209055 5032442134 2019 2021-01-29 14:40:06Z Judy O'Donnell 2545 SW Terwilliger Blvd Portland OR 97201 1358521 false X N/A X 1967 OR THE PURPOSE OF THE TRUST IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. 12 12 0 12 0 2295 154829 0 261679 106137 0 263974 260966 187551 224097 0 0 0 0 29172 35052 216723 259149 47251 1817 4276177 4795961 7182 13119 4268995 4782842 THE PURPOSE OF THE TRUST IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. AND WHO FOR AN APPROPRIATE REASON, WHETHER IT BE SICKNESS OR OTHERWISE HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES. The Board of Trustees determines the annual spending policy for the fund. false false 224097 224097 GRANTS TO TERWILLIGER PLAZA, INC. TO ASSIST RESIDENTS WHO LACK SUFFICIENT INCOME OR ASSETS TO SUPPORT THEIR LIVING EXPENSES. In 2019, these funds supported 6 residents of Terwilliger Plaza. 224097 true false false false false false false false false true false false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false OR X TERWILLIGER PLAZA INC 5032264911 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 Robert Johnson President & CEO 40.00 0.00 X 0 238305 30040 Judy O'Donnell VP & CFO 40.00 0.00 X 0 152987 9253 CLIFFORD DROKE Jan-Mar Chair 1.00 0.00 X X 0 0 0 Elizabeth Hinds Secretary 1.00 0.00 X X 0 0 0 Roberta Taussig Treasurer 1.00 0.00 X X 0 0 0 Ronald Maben Vice Chair 1.00 0.00 X X 0 0 0 Frances Ousley Director 1.00 0.00 X X 0 0 0 Linda Mather Apr-Dec Chair 1.00 0.00 X X 0 0 0 Mary Lou Stewart Director 1.00 0.00 X X 0 0 0 Harmon Laurin Director 1.00 0.00 X 0 0 0 DIANA WHITE Director 1.00 0.00 X 0 0 0 Bernie Thurber Director 1.00 0.00 X 0 0 0 Eric Wieland Director 1.00 0.00 X 0 0 0 Harley Spring Director 1.00 0.00 X 0 0 0 391292 39293 0 false true false 0 84389 70440 154829 0 108341 108341 0 0 0 1095351 1097555 -2204 -2204 -2204 0 0 0 0 260966 106137 224097 224097 0 0 0 0 0 0 0 0 0 0 0 1727 1727 0 0 22434 22434 0 0 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE EXPENSES 9564 9564 Endowment Fund Fees 700 700 BANK FEES 627 627 0 259149 224097 35052 0 78156 45639 0 0 990 47088 0 0 0 0 0 0 3523709 3936213 0 0 0 673322 767021 4276177 4795961 7182 13119 7182 13119 X 4268995 4782842 4268995 4782842 4276177 4795961 1817 512030 X false true X false false X X 1 TERWILLIGER PLAZA INC 930477890 10 true 224097 0 1 224097 0 true false false false false false false false false false false false false false false true false 4268995 154829 618167 224098 35052 4782842 3054405 1613867 -184849 187551 26877 4268995 3050335 4070 3054405 2997978 2295 62 -50000 3050335 3048623 5863 -1151 55357 2997978 1.00000 true false false Funds held by Oregon Community Foundatn 767021 767021 DUE to AFFILIATE 10124 Due to OCF 2995 13119 Part V, Line 4: Intended uses of the endowment fund. THE INTENDED USE OF THE ENDOWMENT FUND IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. AND WHO FOR AN APPROPRIATE REASON, WHETHER IT BE SICKNESS OR OTHERWISE HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES. true TERWILLIGER PLAZA INC 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 930477890 501(c)(3) 224097 0 Resident Assistance 1 0 Grantmaker's Description of How Grants are Used The organization determines an endowment spending policy annually based on the needs of Terwilliger Plaza for assistance with the subsidy of members who are unable to pay their entire fee. Grants are made to Terwilliger Plaza based on this spending policy amount. false false false false false false false false false Judy O'Donnell VP & CFO 152987 4097 5156 162240 Robert Johnson President & CEO 238305 9558 20482 268345 Form 990, Part VI, Line 11b: Form 990 Review Process prior to filing, the form 990 is first reviewed by Terwilliger Plaza, Inc.'s cfo with the oversight of the CEO. it is then presented to the board of trustees for review by the cfo, who is available to answer any questions and address any concerns. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST IMMEDIATELY AS THEY OCCUR. THE BOARD THEN EVALUATES THE CONFLICT AND DETERMINES APPROPRIATE ACTION. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The board chair appoints a CEO compensation committee composed of independent members. The Committee considers the following:-the mission of Terwilliger Plaza and the CEO's role in carrying out that mission -comparability of compensation received by CEO's of similar size CCRC's in Oregon and Washington-the results of the CEO performance evaluation-benefit packages available-the capacity of the Terwilliger Plaza budget and expected revenues-any salary or compensation scale that the Terwilliger Plaza Board may establishThe Committee presents their recommendations of CEO total compensation to the Board. The board then votes on the executive compensation. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Other key employees and officers do not report directly to the board of directors. Wage scales are reviewed annually by the human resources department and approved by the president/ceo. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available the organization's financial statements are kept in the library and are available for public viewing. All other governing documents are available upon request. TERWILLIGER PLAZA FOUNDATION 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 921062307 FUNDRAISING FOUNDATION OR 501(c)(3) 12A Terwilliger Plaza Inc false TERWILLIGER PLAZA INC 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 930477890 CONTINUING CARE RETIREMENT COMMUNITY OR 501(c)(3) 10 N/A false false true true true true false false false false false false false true true true false false false false