MARY'S WOODS AT MARYLHURST INC

EIN: 911833480 501(c)(3) Housing & Shelter

LAKE OSWEGO, OR

Total Revenue
$44,665,707
Total Expenses
$54,143,723
Total Assets
$319,477,576
Net Assets
$-85,821,288
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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
OR
Principal Officer
KIMBERLY SCOTT
Phone
5036752004
Tax Period
2022-07-01 to 2023-06-30

MARY'S WOODS AT MARYLHURST INC, founded in 1997, is a mid-sized nonprofit in the Housing & Shelter sector that reported $44.7M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $54.1M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO ENSURE THE DIGNITY, INDEPENDENCE, WELL-BEING AND SECURITY OF OLDER PERSONS BY PROVIDING INDIVIDUALS A CONTINUUM OF HOUSING, HEALTH, AND EDUCATIONAL SERVICES. SEE SCHEDULE O FOR MORE ON BACKGROUND AND MISSION.

Program Service Accomplishments

Program 1
Expenses: $48,713,139 Revenue: $42,064,859

MARY'S WOODS IS A CONTINUING CARE RETIREMENT COMMUNITY (ALSO KNOWN AS A LIFE PLAN COMMUNITY) LOCATED IN THE PORTLAND METROPOLITAN AREA THAT PROVIDES A CONTINUUM OF HOUSING, HEALTH AND EDUCATIONAL...

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MARY'S WOODS IS A CONTINUING CARE RETIREMENT COMMUNITY (ALSO KNOWN AS A LIFE PLAN COMMUNITY) LOCATED IN THE PORTLAND METROPOLITAN AREA THAT PROVIDES A CONTINUUM OF HOUSING, HEALTH AND EDUCATIONAL SERVICES TO THOSE 62 YEARS OF AGE AND OLDER. SERVICES PROVIDED TO ITS RESIDENT POPULATION INCLUDE INDEPENDENT AND SUPPORTED HOUSING, HEALTH CARE SUPPORT, WELLNESS PROGRAMMING, EDUCATIONAL, SOCIAL AND CULTURAL ACTIVITIES, AND SPIRITUAL CARE. THE RESIDENT POPULATION IS APPROXIMATELY 708 INDIVIDUALS, WITH THE VAST MAJORITY LIVING INDIVIDUALLY IN 481 APARTMENTS AND VILLAS. AS PART OF ITS CONTINUING CARE COMMITMENT, MARY'S WOODS ALSO SUPPORTS TWO HEALTH CARE CENTERS THAT CAN HOUSE APPROXIMATELY 160 RESIDENTS IN ASSISTED LIVING, RESIDENTIAL CARE, AND MEMORY CARE PROGRAMS. (SEE SCHEDULE O)DURING THE FISCAL YEAR, MARY'S WOODS PROVIDED 39,859 DAYS OF RESIDENT SERVICES TO AGING ADULTS.MARY'S WOODS ALSO OFFERS SERVICES AND ACTIVITIES TO NON-RESIDENTS LIVING IN THE SURROUNDING COMMUNITY INCLUDING MUSICAL CONCERTS, TALKS, ART DISPLAYS, AND TRANSPORTATION VIA A SHUTTLE SERVICE ON SATURDAYS. BACKGROUND AND MISSION:MARY'S WOODS IS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) ESTABLISHED IN 1997 AND OPENED IN 2001 AS A MINISTRY OF THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY. MARY'S WOODS IS AN EXTENSION OF THE HERITAGE OF THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY, WHICH IS TO PROVIDE A CONTINUUM OF HOUSING, HEALTH AND EDUCATIONAL SERVICES TO ENSURE THE FULL DEVELOPMENT OF EVERY INDIVIDUAL AT EVERY STAGE OF LIFE.MARY'S WOODS AT MARYLHURST IS A CARING COMMUNITY INSPIRED BY THE VISION AND VALUES OF THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY, PROVIDING A CONTINUUM OF HOUSING, HEALTH AND EDUCATIONAL SERVICES. MARY'S WOODS RESPONDS TO THE GOSPEL'S VISION OF FULL DEVELOPMENT FOR EVERY INDIVIDUAL AT EACH LIFE STAGE. MARY'S WOODS SEEKS TO ENSURE THE DIGNITY, INDEPENDENCE, WELL-BEING AND SECURITY OF OLDER PERSONS THROUGH THE PROVISION OF A RANGE OF SERVICES AND EDUCATIONAL OPTIONS. AN ARRAY OF SERVICES ENRICHES THE PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING OF EACH RESIDENT, EMPLOYEE AND ALL OTHERS AFFILIATED WITH OUR COMMUNITY. SPONSORED BY THE SISTERS OF THE HOLY NAMES AND ROOTED IN CATHOLIC ETHICAL VALUES, MARY'S WOODS IS CHARACTERIZED BY A COMMITMENT TO: AN ENVIRONMENT OF BEAUTY, A CELEBRATION OF LIFE, HOSPITALITY AND COMPASSION, REVERENCE AND INTEGRITY, A SPIRIT OF SERVICE AND THE EXPLORATION OF THE JOURNEY OF AGING. MARY'S WOODS LIVES OUT ITS CORE VALUES OF RESPECT, COMPASSION, EXCELLENCE, STEWARDSHIP AND JUSTICE IN A SPIRIT OF SERVICE BY BEING A WELCOMING, CARING AND GENEROUS COMMUNITY. AS A MISSION-DRIVEN NOT-FOR-PROFIT ORGANIZATION, MARY'S WOODS HAS THE PRIVILEGE OF ENHANCING THE LIVES OF BOTH THOSE WHO LIVE AND WORK ON THE CAMPUS AND THOSE RESIDING IN THE BROADER COMMUNITY.MARY'S WOODS EXPANDED ITS FUNDRAISING SERVICES TO CONTINUE TO CARRY OUT THE ORGANIZATION'S MISSION. MARY'S WOODS ACCEPTS CHARITABLE CONTRIBUTIONS FOR FIVE FUNDS: (1) RESIDENT ASSISTANCE, (2) EMPLOYEE EDUCATION, (3) INNOVATION, (4) CAPITAL PROJECTS AND IMPROVEMENTS AND (5) GREATEST NEED. THESE FUNDS HELP US SERVE OUR MISSION. FOR EXAMPLE, THE RESIDENT ASSISTANCE FUND HELPS RESIDENTS WHO, THROUGH NO FAULT OF THEIR OWN, FACE DIFFICULTIES MEETING THEIR BASIC MONTHLY COSTS. IN THESE INSTANCES, THE FUND SERVES AS A SAFETY NET. KNOWING THE RESIDENT ASSISTSANCE FUND IS THERE TO HELP WHEN NEEDED PROVIDES THE COMMUNITY WITH A PROFOUND SENSE OF SECURITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $314,935
Program Service Revenue $42,064,859
Investment Income $1,353,180
Other Revenue $932,733
TOTAL REVENUE $44,665,707

Expense Breakdown

Grants Paid $131,509
Salaries & Benefits $21,433,953
Fundraising Expenses $368,033
Program Expenses $48,713,139
Other Expenses $32,578,261
TOTAL EXPENSES $54,143,723

Year-over-Year Comparison

2022 2021 Change
Revenue $44,665,707 $39,343,304 +0.1%
Expenses $54,143,723 $50,677,675 +0.1%
Net Income $-9,478,016 $-11,334,371 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
533
Volunteers
35

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$598,503
Total Directors
15
$0
Key Employees
3
$626,819
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES ARP CEO 45.00
Officer
$292,560 $22,440 $315,000
KIMBERLY SCOTT CFO 50.00
Officer
$249,995 $33,508 $283,503
RALF BRABANDT COO 50.00
Key Emp
$198,708 $29,782 $228,490
DIANE HOOD FORMER CEO 0.00
$215,538 $0 $215,538
CHERYL MUSSOTTO-CONYERS VP OF MARKETING (THROUGH MAY 2023) 45.00
Highest
$178,106 $24,703 $202,809
ALBERT MUNANGA DIR OF HEALTH & CLINICAL SVCS (THROUGH MARCH 2023) 45.00
Key Emp
$178,909 $22,440 $201,349
KEVIN HABERMAN VP OF ENVIRONMENTAL SERVICES 50.00
Key Emp
$173,981 $22,999 $196,980
ANDREW KING DIRECTOR OF IT 45.00
Highest
$148,543 $15,372 $163,915
COLETTE REES CHIEF MARKETING & COMMUNICATIONS OFFICER 50.00
Highest
$138,823 $14,852 $153,675
ALISON DIVINE-BEPPLER DIRECTOR OF PEOPLE & CULTURE 50.00
Highest
$138,187 $7,944 $146,131
JESSICA MARTINEZ LICENSED PRACTICAL NURSE 50.00
Highest
$122,281 $7,082 $129,363
CRAIG KELLY CHAIR 4.00
Officer Director
$0 $0 $0
JEFF GUDMAN VICE CHAIR 2.00
Officer Director
$0 $0 $0
BECKY GRAHAM TREASURER 2.00
Officer Director
$0 $0 $0
SR LYNDA THOMPSON SECRETARY 2.00
Officer Director
$0 $0 $0
RONALD BASILE DIRECTOR 2.00
Director
$0 $0 $0
DICK CLARK DIRECTOR 2.00
Director
$0 $0 $0
CHRIS CUNNINGHAM RESIDENT REPRESENTATIVE 2.00
Director
$0 $0 $0
SR CAROL HIGGINS APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
GAIL M HOUCK PHD RN DIRECTOR 2.00
Director
$0 $0 $0
RUTH JOHANSON IMMEDIATE PAST CHAR 2.00
Director
$0 $0 $0
JOHN KOVASH RESIDENT REPRESENTATIVE 2.00
Director
$0 $0 $0
COLLEEN MARILLEY LYMAN BSN RN DIRECTOR 2.00
Director
$0 $0 $0
VICKI NAKASHIMA DIRECTOR 2.00
Director
$0 $0 $0
MARTY RINGLE DIRECTOR 2.00
Director
$0 $0 $0
ASHLEY WISE CPA MPACC DIRECTOR 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $44,665,707 $54,143,723 $319,477,576 $-9,478,016
2022 $39,343,304 $50,677,675 $323,971,871 $-11,334,371
2021 $44,154,309 $48,003,418 $331,910,754 $-3,849,109
2020 $37,155,592 $45,355,382 $273,591,814 $-8,199,790
2019 $29,378,884 $35,216,256 $292,277,273 $-5,837,372
2018 $28,406,277 $28,176,732 $296,265,500 $229,545
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