Holladay Park Plaza Inc
- Assets
- $80.8m
- Revenue
- $26.1m
- Investments
- $0.0
- Employees
- 313
- Location
- Portland, OR
- Founding
- 01/1967
- Data as of
- 09/2021
- EIN
- 93-0513697
Organization Overview
Holladay Park Plaza Inc is located in Portland, OR. The organization was established in 1967. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 09/2021, Holladay Park Plaza Inc employed 313 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Holladay Park Plaza Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Holladay Park Plaza Inc generated $26.1m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $20.5m during the year ending 09/2021. While expenses have increased by 2.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
A PREMIER RETIREMENT COMMUNITY WHERE ALL ARE WELCOME AND RESIDENTS' LIVES ARE CONTINUALLY ENRICHED
Describe the Organization's Program Activity:
Part 3 - Line 4a
HOLLADAY PARK PLAZA IS A CONTINUING CARE RETIREMENT COMMUNITY, DEDICATED TO ENHANCING OUR RESIDENTS' QUALITY OF LIFE IN A STIMULATING, SECURE ENVIRONMENT. WE PROVIDE HIGH-QUALITY SERVICES INCLUDING HOUSING, NUTRITIOUS MEALS, NURSING, HOUSEKEEPING, MAINTENANCE, AND OTHER SUPPORT TO THOSE WE SERVE. OUR LEVELS OF SERVICE INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Platte Executive Director | Officer | 40 | $243,582 |
Theresa Terrill Hr Director | 40 | $142,933 | |
Kandice O'toole Stinnette Director Of Nursing Services | 40 | $125,849 | |
Katelynn Samuelson-Nguyen Health Center Administrator | 40 | $120,216 | |
John Hubbard President (through April 2021) | OfficerTrustee | 1 | $0 |
Tom Fuller Vice President & President | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Pacific Retirement Services Inc Management Services | 9/29/21 | $1,242,953 |
Turner Construction Company Construction Services | 9/29/21 | $1,179,523 |
D&r Masonry Restoration Inc Masonry Services | 9/29/21 | $922,774 |
Consonus Rehab Therapy Services | 9/29/21 | $537,253 |
L&j Construction Services Inc Construction Services | 9/29/21 | $364,870 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,860,449 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $124,384 |
| Noncash contributions included in lines 1a–1f | $4,633,870 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,984,833 |
| Total Program Service Revenue | $20,725,070 |
| Investment income | $447,540 |
| Tax Exempt Bond Proceeds | $1 |
| Royalties | $0 |
| Net Rental Income | $75,917 |
| Net Gain/Loss on Asset Sales | $329,289 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $26,089,589 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $250,847 |
| Compensation of current officers, directors, key employees. | $250,847 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,119,928 |
| Pension plan accruals and contributions | $377,212 |
| Other employee benefits | $1,021,622 |
| Payroll taxes | $552,805 |
| Fees for services: Management | $1,357,918 |
| Fees for services: Legal | $24,181 |
| Fees for services: Accounting | $21,552 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $42,948 |
| Fees for services: Other | $676,631 |
| Advertising and promotion | $47,597 |
| Office expenses | $1,132,946 |
| Information technology | $191,769 |
| Royalties | $0 |
| Occupancy | $1,556,358 |
| Travel | $12,496 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $29,134 |
| Interest | $277,999 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,095,318 |
| Insurance | $219,304 |
| All other expenses | $0 |
| Total functional expenses | $20,546,958 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,293,422 |
| Savings and temporary cash investments | $42,601 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $928,800 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $117,178 |
| Prepaid expenses and deferred charges | $316,671 |
| Net Land, buildings, and equipment | $52,846,316 |
| Investments—publicly traded securities | $24,245,805 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $80,790,793 |
| Accounts payable and accrued expenses | $1,517,781 |
| Grants payable | $0 |
| Deferred revenue | $26,792,726 |
| Tax-exempt bond liabilities | $19,852,201 |
| Escrow or custodial account liability | $310,725 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $176,107 |
| Total liabilities | $48,649,540 |
| Net assets without donor restrictions | $29,451,001 |
| Net assets with donor restrictions | $2,690,252 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $80,790,793 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Holladay Park Plaza Inc has recieved totaling $4,860,449.
| Awarding Organization | Amount |
|---|---|
Holladay Park Plaza Foundation Inc Portland, OR PURPOSE: TRANSFER OF ASSETS UPON DISSOLUTION | $4,744,144 |
Holladay Park Plaza Foundation Inc Portland, OR PURPOSE: PROGRAM SUPPORT | $116,305 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Panorama Lacey, WA | $219,048,634 | $47,071,330 |
Eastside Retirement Association Redmond, WA | $226,847,033 | $37,597,342 |
Spokane United Methodist Homes Spokane, WA | $259,704,363 | $36,246,528 |
Northern California Retired Officers Community Fairfield, CA | $260,915,478 | $45,201,737 |
Casa De Las Campanas Inc San Diego, CA | $261,081,118 | $41,918,031 |
Eisenberg Village Of The Los Angeles Jewish Home For The Aging Reseda, CA | $65,782,377 | $31,680,151 |
St Pauls Episcopal Home Inc San Diego, CA | $87,096,131 | $36,208,689 |
Oconnor Woods Housing Corporation Stockton, CA | $90,240,253 | $33,053,547 |
Willamette View Manor Inc Portland, OR | $158,572,403 | $34,857,993 |
Horizon House Seattle, WA | $225,517,905 | $49,618,352 |
Congregational Homes Pomona, CA | $121,991,966 | $32,927,075 |
Retirement Housing Foundation Long Beach, CA | $205,386,585 | $45,688,104 |