WILLAMETTE VIEW INC

EIN: 930463816 501(c)(3) Human Services

PORTLAND, OR

Total Revenue
$39,788,416
Total Expenses
$40,254,192
Total Assets
$163,458,986
Net Assets
$12,601,541
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
OR
Principal Officer
CRAIG VAN VALKENBURG
Phone
5036546581
Tax Period
2024-01-01 to 2024-12-31

WILLAMETTE VIEW INC, founded in 1955, is a mid-sized nonprofit in the Human Services sector that reported $39.8M in total revenue in fiscal year 2024.

Mission

PROVIDES RESIDENTIAL AND NURSING CARE, WELLNESS AND THERAPY SERVICES THROUGH THE OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY; AND PROVIDES IN-HOME CARE SERVICES TO RESIDENTS AND INDIVIDUALS IN THE GREATER COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $11,909,927 Revenue: $28,733,294

WILLAMETTE VIEW, OPENED IN 1955, IS AN ENTRY FEE-BASED ACCREDITED NOT-FOR-PROFIT CCRC, CONTINUING CARE RETIREMENT COMMUNITY, OFFERING CAMPUS-STYLE LIVING TO 500 SENIORS, AGE 55 AND OLDER. WILLAMETTE...

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WILLAMETTE VIEW, OPENED IN 1955, IS AN ENTRY FEE-BASED ACCREDITED NOT-FOR-PROFIT CCRC, CONTINUING CARE RETIREMENT COMMUNITY, OFFERING CAMPUS-STYLE LIVING TO 500 SENIORS, AGE 55 AND OLDER. WILLAMETTE VIEW IS NATIONALLY ACCREDITED BY CARF-CCAC, AND IS SITUATED ON 27 PARK-LIKE ACRES OVERLOOKING THE WILLAMETTE RIVER, JUST 8 MILES SOUTH OF DOWNTOWN PORTLAND, OREGON.WILLAMETTE VIEW IS CONSIDERED AN OPEN CAMPUS CCRC. AFTER APPROVAL OF A CONFIDENTIAL RESIDENCY APPLICATION, "APPROVED APPLICANTS" CAN ENTER ANY SERVICE OR CARE LEVEL DIRECTLY (INDEPENDENT, RCF, ALF, OR MEMORY CARE), WHEN AND IF THERE IS AN AVAILABILITY. AN ENTRY FEE IS APPLIED WHEN MOVING INTO "INDEPENDENT" LIVING.WILLAMETTE VIEW OFFERS:* FOUR TYPES OF RESIDENTIAL SERVICE LEVELS - 1) INDEPENDENT LIVING, 2) SUPPORTIVE LIVING IN THE RCF (RESIDENTIAL CARE FACILITY) SETTING, 3) LONG TERM NURSING CARE IN A LICENSED ALF (ASSISTED LIVING FACILITY) SETTING, AND 4) MEMORY CARE LICENSED AS RCF SETTING.* IN-HOME SERVICES, HEALTH AND PROFESSIONAL CARE TO RESIDENTS - MEDICAL AND NON-MEDICAL* WELLNESS, HOSPITALITY & PERSONAL SERVICES* CLINIC SERVICES, THERAPY SERVICES, SOCIAL WORKER AND COUNSELOR SERVICES* SHORT STAY "INFIRMARY" SERVICES AND MEDICARE CERTIFIED BEDS IN A LICENSED SKILLED NURSING FACILITY (SNF)IN ADDITION, THROUGH 'WILLAMETTE VIEW HOME CARE', IN-HOME PRIVATE DUTY HEALTH CARE SERVICES ARE OFFERED TO INDIVIDUALS NOT LIVING ON WILLAMETTE VIEW'S CAMPUS BUT IN THEIR OWN HOMES WITHIN THE PORTLAND METROPOLITAN AREA.

Program 2
Expenses: $10,512,748 Revenue: $8,271,546

THE TERRACE AT WILLAMETTE VIEW OFFERS A SUPPORTIVE ENVIRONMENT AS A STATE-LICENSED RESIDENTIAL CARE FACILITY (RF). THE TERRACE PLAYS A VITAL ROLE IN THE CONTINUING CARE CONCEPT BY PROVIDING THE FIRST...

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THE TERRACE AT WILLAMETTE VIEW OFFERS A SUPPORTIVE ENVIRONMENT AS A STATE-LICENSED RESIDENTIAL CARE FACILITY (RF). THE TERRACE PLAYS A VITAL ROLE IN THE CONTINUING CARE CONCEPT BY PROVIDING THE FIRST LEVELS OF SUPPORT TO RESIDENTS WHO FIND THEY NEED HELP WITH SOME OF THE ACTIVITIES OF DAILY LIVING (BATHING, DRESSING, GROOMING, ETC.). STAFF IS AVAILABLE TO ASSIST WITH MEDICATION MANAGEMENT, HOUSEKEEPING, PERSONAL LAUNDRY, SCHEDULED TRANSPORTATION, AND PERSONAL CARE SERVICES.THE HEALTH CENTER IS FOR RESIDENTS NEEDING THE HIGHEST LEVEL OF SERVICES. IT IS BASED ON A 'SOCIAL MODEL AND PERSON-CENTERED CARE APPROACH, WHICH ALLOWS RN-SUPERVISED STAFF TO CARE FOR RESIDENTS IN SMALL "NEIGHBORHOODS" - STUDIO APARTMENTS SURROUND A HOME-LIKE LIVING SPACE IN EACH NEIGHBORHOOD. THERE ARE FOUR NEIGHBORHOODS: THREE ARE LICENSED ALF CARE FOR RESIDENTS NEEDING LONG-TERM ASSISTANCE AND DEPENDENT NURSING CARE, AND ONE LICENSED RCF FOR MEMORY OR ALZHEIMER'S CARE. THERE IS A SEPARATE WING FOR SHORT STAY "INFIRMARY" ADMISSIONS AND MEDICARE CERTIFIED SKILLED CARE NURSING FOR POST-HOSPITALIZATION ADMISSIONS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $416,402
Program Service Revenue $37,004,840
Investment Income $2,367,174
Other Revenue $0
TOTAL REVENUE $39,788,416

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,721,467
Fundraising Expenses $0
Program Expenses $22,422,675
Other Expenses $23,532,725
TOTAL EXPENSES $40,254,192

Year-over-Year Comparison

2024 2023 Change
Revenue $39,788,416 $37,997,387 +0.0%
Expenses $40,254,192 $38,165,201 +0.1%
Net Income $-465,776 $-167,814 +1.8%
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
10
Independent Members
10
Employees
775
Volunteers
60

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
5
$603,242
Total Directors
10
$0
Key Employees
5
$998,130
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURA ENGLE DIRECTOR - CHAIR 2.00
Officer Director
$0 $0 $0
SAM VIGIL JR DIRECTOR - VICE CHAIR 2.00
Officer Director
$0 $0 $0
GARY AAS DIRECTOR - SECRETARY / TREASURER 2.00
Officer Director
$0 $0 $0
ANN PHELPS DIRECTOR 2.00
Director
$0 $0 $0
DEIDRA KRYS-RUSOFF DIRECTOR 2.00
Director
$0 $0 $0
DOUG MORGAN DIRECTOR 2.00
Director
$0 $0 $0
JOHN HARTSOCK DIRECTOR 2.00
Director
$0 $0 $0
JUDY HELMKE DIRECTOR 2.00
Director
$0 $0 $0
PAM BROWN DIRECTOR 2.00
Director
$0 $0 $0
STEVE EVANS DIRECTOR 2.00
Director
$0 $0 $0
CRAIG VAN VALKENBURG PRESIDENT & CEO 40.00
Officer
$311,423 $23,240 $334,663
BRIAN THOMPSON CFO 40.00
Officer
$246,816 $21,763 $268,579
KRISTI EARHARDT DIRECTOR OF HR 40.00
Key Emp
$201,835 $21,639 $223,474
MARK HOLLIS DIRECTOR OF SALES 40.00
Key Emp
$195,412 $22,829 $218,241
MATTHEW HARTLEY HEALTHCARE SERVICES ADMINISTRATOR 40.00
Key Emp
$176,357 $15,604 $191,961
KIM BUCHHOLZ ADMINISTRATOR 40.00
Key Emp
$167,501 $20,010 $187,511
DAVID KOHNSTAMM DIRECTOR OF WELLNESS 40.00
Key Emp
$152,947 $23,996 $176,943
CYNTHIA CARPENTER DIRECTOR OF NURSING 40.00
Highest
$131,381 $16,076 $147,457
KEITH BODNAR CONTROLLER 40.00
Highest
$132,367 $5,289 $137,656
BRETT PINNICK DIRECTOR OF SYSTEMS & TECHNOLOGY 40.00
Highest
$122,446 $13,374 $135,820
OMAR JASON ROBINSON DIRECTOR OF FOOD & BEVERAGE 40.00
Highest
$116,842 $17,346 $134,188
KRISTY VOSS DIRECTOR OF PROPERTY DEVELOPMENT 40.00
Highest
$117,386 $13,520 $130,906
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
2024 $39,788,416 $40,254,192 $163,458,986 $-465,776
2023 $37,997,387 $38,165,201 $159,764,744 $-167,814
2022 $34,724,578 $35,562,761 $151,483,010 $-838,183
2021 $34,857,993 $34,862,494 $158,572,403 $-4,501
2020 $33,769,577 $33,785,650 $154,293,951 $-16,073
2019 $33,393,145 $31,465,117 $169,688,734 $1,928,028
2018 $29,557,674 $28,585,691 $148,786,232 $971,983
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