2013-10-15T10:32:22-07:00 2012-12-31 Hansen Hunter & Co PC 8930 SW Gemini Drive Beaverton OR 97008 990 2012-01-01 930477890 Terwilliger Plaza Inc TERW 5032264911 2545 SW Terwilliger Blvd Portland OR 97201 DELORES SELLNER 2013-10-14 true Cynthia J Heuberger P00166783 5032442134 2012 2016-02-25 16:41:14Z DELORES SELLNER 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 24286635 false false X TERWILLIGERPLAZA.COM X 1958 OR Terwilliger Plaza is a nonprofit continuing care retirement community empowering seniors to lead vital and engaged lives within the Plaza and the larger community. 10 10 272 120 -3865 -3865 230997 285848 15146495 15763000 571164 710809 -4333 -3865 15944323 16755792 0 0 6001238 6521996 0 0 8318080 8785036 14319318 15307032 1625005 1448760 86359007 87161528 78440381 77853094 7918626 9308434 X Terwilliger Plaza is a nonprofit continuing care retirement community empowering seniors to lead vital and engaged lives within the Plaza and the larger community. The Plaza embraces diversity and is self-governed, non-sectarian and internationally accredited. Our goal is that all seniors experience a life of dignity, respect and compassion. false false 6573639 9739682 INDEPENDENT LIVING - RETIREMENT APARTMENT SERVICES PROVIDED TO 267 SENIORS, INCLUDING HOUSING, MAINTENANCE, UTILITIES, ACTIVITIES, HOUSEKEEPING, LAUNDRY FACILITIES, EMERGENCY HEALTH SERVICES, LINEN SERVICES, AND MUCH MORE. 4339357 3775606 ASSISTED LIVING - LICENSED ASSISTED LIVING AND RESIDENTIAL CARE PROVIDED TO OVER 68 SENIORS INCLUDING 24-HOUR LICENSED NURSE SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, 3 MEALS PER DAY, HOUSING, UTILITIES, ACTIVITIES, HOUSEKEEPING, LAUNDRY AND MUCH MORE. 1268689 1428054 IN-HOME SERVICES - LICENSED IN-HOME SERVICE PROVIDED TO OVER 100 RESIDENTS OF TERWILLIGER PLAZA IN THEIR APARTMENT HOME. SERVICES INCLUDE COMPANIONSHIP, LIGHT HOUSEKEEPING, MEDICATION SERVICES, AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. 1128473 819658 13310158 true true false true false false false false false false true false false false true false true false false false false false false false false false false false false true true true false false false false false false false false false false false false false false true true true false false true 60 0 true 272 true true false false false false false false 0 false false false false false false false false false false X 10 10 false false false false true true false true true false false true true true true true true true true false OR X X TERWILLIGER PLAZA INC 5032264911 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 C SCOTT PHILIPS 3.00 0.00 X X 0 0 0 VIRGINIA BURGESS 3.00 0.00 X X 0 0 0 Gerard DeBlois 2.00 0.00 X 0 0 0 MARGARET NEAL 2.00 0.00 X 0 0 0 ROSE RUSTIN 2.00 0.00 X 0 0 0 BJ Wittwer 2.00 0.00 X 0 0 0 Al Goudy 3.00 0.00 X X 0 0 0 Allen Dobbins 2.00 0.00 X 0 0 0 Charles J Pruitt 2.00 0.00 X 0 0 0 Ron Shrock 3.00 0.00 X X 0 0 0 DIANE GIBSON 41.00 4.00 X 108857 0 8219 DELORES SELLNER 41.00 4.00 X 193892 0 10609 302749 18828 2 false true false ROBERT BREKKE CONSTRUCTION AND REMODELING 18835 SW WEDGEFIELD LANE ALOHA OR 97007 TENANT IMPROVEMENTS 526128 ORRICK HERRINGTON & SUTCLIFFE LLP 420 Montgomery Street San Francisco CA 94104 Bond Counsel 150000 2 284658 1190 285848 RESIDENT SERVICES 623000 11405266 11405266 AMORT. OF ADVANCE FEES 623000 4357734 4357734 15763000 522122 522122 0 0 11126 14991 -3865 -3865 -3865 7704539 7514903 949 189636 -949 188687 188687 0 0 0 0 16755792 15763000 -3865 710809 0 0 0 0 321577 321577 0 4973191 4451721 521470 36600 36227 373 666250 602311 63939 524378 449617 74761 0 40262 40262 36950 36950 0 0 118328 118328 445116 200274 244842 180789 210 180579 0 0 0 760233 722221 38012 20459 650 19809 0 0 2284334 2170118 114216 0 3147972 2990574 157398 290572 276044 14528 EQUIPMENT RENTAL & maintenance 144562 141493 3069 PROPERTY TAXES 315677 299893 15784 FOOD 336836 336836 SUPPLIES 430871 401421 29450 232075 112220 119855 15307032 13310158 1996874 0 930 930 2566854 3194701 0 625162 491822 0 0 0 31936 38671 437060 478144 82360193 25096643 58315958 57263550 22073666 23144195 0 0 1327200 1549847 980241 999668 86359007 87161528 923958 1035509 38844171 39564537 38544923 37134707 127329 118341 78440381 77853094 X 7918626 9308434 7918626 9308434 86359007 87161528 1448760 805753 -864705 X false true X true false X 333798 251874 234053 230997 285848 1336570 11504430 14167563 14329301 15146495 15763000 70910789 0 0 0 11838228 14419437 14563354 15377492 16048848 72247359 0 0 72247359 620866 540174 492843 562439 533248 2749570 0 620866 540174 492843 562439 533248 2749570 0 0 12459094 14959611 15056197 15939931 16582096 74996929 0.96330 0.95910 0.03670 0.04090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false false false false Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description Several employees occassionally have contact with legislators at the request of the Oregon Alliance of Senior and Health Services regarding national health care and long term care issues. Elected officials and candidates also visit the Plaza on occassion to speak with members. 1734140 1734140 71498235 19526020 51972215 6998059 4271936 2726123 2129759 1298687 831072 57263550 GIFT ANNUITY CONTRACTS 118341 118341 17576536 805753 14991 820744 16755792 16755792 15322023 14991 14991 15307032 15307032 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S revenue grouped with expenses $14991 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Revenue grouped with expenses $14991 true X X X X X false false false false false false false false false false DELORES SELLNER 193892 3956 6653 204501 B THE HOSPITAL FACILITIES A 931266280 62551PCA3 2012-10-31 19888857 REFUND 1999 BOND false false false A THE HOSPITAL FACILITIES A 931266280 62551PBJ5 2006-12-20 40137682 PROPERTY AND CONSTRUCTION FINANCING false false false B 19888857 19888857 2012 true false true true A 40137682 1386658 2622382 1110113 312053 156127 33673081 335000 1343525 2008 false false true true B false true false false 0.00200 0.00200 true false true A false true false false 0.00200 0.00200 true false true B false true false false false false true false true A false false false true true Lehman Brothers 1.8000 false true true CitiGroup Financial Products 3.0000 true true true B true A true Supplemental Information Part VI The rebate calculation for the 2006 bond issue was performed on 01/16/2012. Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15b 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 15a 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 budged 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 12c 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 11b Form 990, Part VI, Line 11b: Form 990 Review Process prior to filing the form 990 is first reviewed by the organizations's cfo. 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 III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: IN-HOME SERVICES - LICENSED IN-HOME SERVICE PROVIDED TO OVER 100 RESIDENTS OF TERWILLIGER PLAZA IN THEIR APARTMENT HOME. SERVICES INCLUDE COMPANIONSHIP, LIGHT HOUSEKEEPING, MEDICATION SERVICES, AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. LESTA HOEL MEMORIAL TRUST 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 936071709 CHARITABLE TRUST OR 501(C)(3) 11B N/A true TERWILLIGER PLAZA FOUNDATION 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 921062307 fundraising foundation OR 501(c)(3) 11b N/A true false false true true true false false false false false false false false true true false false false false LESTA HOEL MEMORIAL TRUST c 155597 TERWILLIGER PLAZA FOUNDATION e 86580 TERWILLIGER PLAZA FOUNDATION d 277461 TERWILLIGER PLAZA FOUNDATION c 129061