2017-09-12T10:19:25-07:00 2016-12-31 Hansen Hunter & Co PC 8930 SW Gemini Drive Beaverton OR 97008 990 2016-01-01 936071709 Lesta Hoel Memorial Trust Fund LEST 5032264911 2545 SW Terwilliger Blvd Portland OR 97201 Judy O'Donnell VP & CFO 2017-09-11 true Cynthia J Heuberger P00166783 5032442134 2016 2021-01-29 14:40:06Z Judy O'Donnell 1961431 false 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. 11 11 0 11 0 63991 1291943 0 49665 185738 0 113656 1477681 232510 188730 0 0 0 0 14450 17843 246960 206573 -133304 1271108 2367620 4382929 18175 0 2349445 4382929 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 188730 188730 GRANTS TO TERWILLIGER PLAZA, INC. TO ASSIST RESIDENTS WHO LACK SUFFICIENT INCOME OR ASSETS TO SUPPORT THEIR LIVING EXPENSES. In 2016 these funds supported 6 residents of Terwilliger Plaza. 188730 true true false false false false false false false true false false false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 11 11 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 Roberta Taussig Director 0.25 1.00 X 0 0 0 Jean Rogers Director 0.25 1.00 X 0 0 0 ALLEN DOBBINS Vice President 0.25 1.00 X X 0 0 0 ERIC WIELAND Director 0.25 1.00 X 0 0 0 Harley Spring Director 0.25 1.00 X 0 0 0 CLIFFORD DROKE Treasurer 0.25 1.00 X X 0 0 0 Donna Muehleck Director 0.25 1.00 X 0 0 0 KENT B THURBER Director 0.25 1.00 X 0 0 0 DIANA WHITE Director 0.25 1.00 X 0 0 0 FRAN OUSLEY Secretary 0.25 1.00 X X 0 0 0 C SCOTT PHILIPS Chair 0.25 1.25 X X 0 0 0 Robert Johnson Fmr Intrm Pres 0.50 39.50 X 0 70997 0 Diane Gibson Fmr VP & CFO 0.50 39.50 X 0 62822 6808 John Larson Fmr Pres/CEO 0.50 39.50 X 0 101674 6374 Judy O'Donnell VP & CFO 0.50 39.50 X 0 52747 1658 Elizabeth Comfort Fmr Intrm CFO 0.50 39.50 X 0 67628 0 355868 14840 0 false false false 0 1291443 500 1291943 0 66745 66745 0 0 0 602743 483750 118993 118993 118993 0 0 0 0 1477681 185738 188730 188730 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17533 17533 0 0 0 0 0 0 0 0 0 0 0 0 0 CT-12 FILING FEE 310 310 0 206573 188730 17843 0 0 198998 847823 0 1600 2850 0 0 0 0 0 0 2159115 2867682 0 0 0 7907 664574 2367620 4382929 18175 18175 0 X -264817 1332594 2614262 3050335 2349445 4382929 2367620 4382929 X 1271108 110932 651444 X false false false X X 1 TERWILLIGER PLAZA INC 930477890 9 true 188730 0 1 188730 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2997978 2295 62 -50000 3050335 3048623 5863 -1151 55357 2997978 2980292 68331 3048623 1535340 1444952 2980292 1571252 14088 50000 1535340 1.00000 true false false Funds held by Oregon Community Foundatio 656606 GIFT ANNUITIES RECEIVABLE 7968 664574 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) 188730 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. 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 of compensation scale that the Terwilliger Plaza Board may establishThe Committee presents their recommendations of CEO total compensation to the Board. The board then votes on the executive compensation. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Other key employees and officers do not report directly to the board of directors. Wage scales are reviewed annually by the human resources department and approved by the president/ceo. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available the organization's financial statements are kept in the library and are available for public viewing. All other governing documents are available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Prior Period Adjustment - Endowment Funds activities = $651444 TERWILLIGER PLAZA FOUNDATION 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 921062307 FUNDRAISING FOUNDATION OR 501(c)(3) 11b Terwilliger Plaza Inc false TERWILLIGER PLAZA INC 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 930477890 CONTINUING CARE RETIREMENT COMMUNITY OR 501(c)(3) 9 N/A false false true true true false false false false false false false false true true true false false false false