Holladay Park Plaza Inc
- Assets
- $76.8m
- Revenue
- $22.1m
- Investments
- $0.0
- Employees
- 270
- Location
- Portland, OR
- Founding
- 01/1967
- Data as of
- 09/2023
- 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 09/2023, Holladay Park Plaza Inc employed 270 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 09/2023, Holladay Park Plaza Inc generated $22.1m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $22.6m during the year ending 09/2023. While expenses have increased by 3.3% per year over the past 8 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
2023
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 | $286,040 |
Theresa Terrill Regional Human Resources Director | 40 | $160,106 | |
Katelynn Samuelson-Nguyen Administrator | 40 | $123,324 | |
Amy Bohna Director Of Nursing | 40 | $122,598 | |
Lynn Johnson Chair | OfficerTrustee | 1 | $0 |
Kathleen Mclaughlin Vice Chair / Secretary | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Turner Construction Construction | 9/29/23 | $1,490,714 |
Cejas Commercial Interiors Construction | 9/29/23 | $505,171 |
Pb Electric Inc Electrical Services | 9/29/23 | $396,358 |
Prs Management Management Services | 9/29/23 | $369,877 |
Ankrom Moisan Architectural Services | 9/29/23 | $149,564 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $10,736 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,128,791 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,139,527 |
| Total Program Service Revenue | $19,847,599 |
| Investment income | $304,095 |
| Tax Exempt Bond Proceeds | $1 |
| Royalties | $0 |
| Net Rental Income | $82,360 |
| Net Gain/Loss on Asset Sales | $775,322 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $22,148,904 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $50,921 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $280,726 |
| Compensation of current officers, directors, key employees. | $280,726 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,229,825 |
| Pension plan accruals and contributions | $353,747 |
| Other employee benefits | $863,093 |
| Payroll taxes | $588,986 |
| Fees for services: Management | $1,407,792 |
| Fees for services: Legal | $33,732 |
| Fees for services: Accounting | $22,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $62,983 |
| Fees for services: Other | $1,584,675 |
| Advertising and promotion | $130,848 |
| Office expenses | $726,201 |
| Information technology | $235,570 |
| Royalties | $0 |
| Occupancy | $1,993,073 |
| Travel | $78,350 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $28,120 |
| Interest | $873,001 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,243,463 |
| Insurance | $267,273 |
| All other expenses | $0 |
| Total functional expenses | $22,639,805 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,328,049 |
| Savings and temporary cash investments | $111,945 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,049,073 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $102,798 |
| Prepaid expenses and deferred charges | $250,667 |
| Net Land, buildings, and equipment | $53,446,812 |
| Investments—publicly traded securities | $18,479,692 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $14,359 |
| Total assets | $76,783,395 |
| Accounts payable and accrued expenses | $2,364,182 |
| Grants payable | $0 |
| Deferred revenue | $26,648,148 |
| Tax-exempt bond liabilities | $19,148,084 |
| Escrow or custodial account liability | $370,875 |
| 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 | $183,412 |
| Total liabilities | $48,714,701 |
| Net assets without donor restrictions | $24,554,657 |
| Net assets with donor restrictions | $3,514,037 |
| 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 | $76,783,395 |