Nonprofit · EIN 71-1016384
MIRABELLA AT SOUTH WATERFRONT
Tax-exempt · PORTLAND, OR 97239
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $29,242,314 | $34,353,770 | -$5,111,456 | $157,220,651 | $270,558,071 | -$113,337,420 |
| September 30, 2024 | 990 | $27,375,567 | $36,068,314 | -$8,692,747 | $159,281,940 | $268,043,586 | -$108,761,646 |
| September 30, 2023 | 990 | $24,302,998 | $35,694,537 | -$11,391,539 | $164,111,116 | $264,876,695 | -$100,765,579 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $649,667
- Program service revenue
- $27,858,710
- Investment income
- $733,937
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $264,869
- Compensation of officers, directors and key employees
- $413,309
- Other salaries and wages
- $10,420,046
- Salaries, compensation and benefits (total)
- $13,552,889
- Professional fundraising fees
- $0
- Legal fees
- $2,080
- Accounting fees
- $12,950
- Occupancy
- $2,295,831
- Travel
- $91,698
- Depreciation
- $6,715,835
- Program services (functional)
- $28,058,449
- Management and general (functional)
- $6,295,321
Balance sheet and other
- Total assets, start of year
- $159,281,940
- Total assets, end of year
- $157,220,651
- Total liabilities, end of year
- $270,558,071
- Net assets, end of year
- -$113,337,420
- Land, buildings and equipment
- $133,598,356
- Publicly traded securities
- $11,251,976
- Net assets without donor restrictions
- -$113,745,280
- Net assets with donor restrictions
- $407,860
- Gross receipts
- $29,242,314
- Employees
- 317
- Volunteers
- 75
- Year formed
- 2006
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON VAN EATON | EXECUTIVE DIRECTOR Key employee | 40 | $352,768 | $49,626 |
| TRISTILYNN CHOE | DIRECTOR OF NURSING Highest-paid employee | 40 | $154,362 | $19,592 |
| JOSCELYN COOK | HEALTH CENTER ADMINISTRATOR Highest-paid employee | 40 | $136,190 | $14,049 |
| RENEE HANKS-CHAN | HR DIRECTOR Highest-paid employee | 40 | $137,638 | $9,764 |
| BENJAMIN FALLAH | RESIDENT CARE MANAGER Highest-paid employee | 40 | $122,606 | $17,702 |
| RENEE HIX | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $121,147 | $17,262 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK HAWKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES JIM MCGILL | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON VAN EATON | EXECUTIVE DIRECTOR Key employee | 40 | $301,583 | $42,690 |
| STEPHANIE COOK | ADMINISTRATOR Highest-paid employee | 40 | $152,378 | $38,200 |
| TRISTILYNN CHOE | DIRECTOR OF NURSING Highest-paid employee | 40 | $155,152 | $19,210 |
| RENEE HANKS-CHAN | HR DIRECTOR Highest-paid employee | 40 | $132,032 | $9,242 |
| RENEE HIX | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $123,509 | $16,964 |
| KENT LIEBELT | DIRECTOR FACILITY SERVICES Highest-paid employee | 40 | $110,274 | $18,831 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK HAWKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER TIFF WOOD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES JIM MCGILL | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON VAN EATON | EXECUTIVE DIRECTOR Key employee | 39 | $282,136 | $28,989 |
| STEPHANIE COOK | ADMINISTRATOR Highest-paid employee | 40 | $126,388 | $34,323 |
| TRISTILYNN CHOE | DIRECTOR OF NURSING Highest-paid employee | 40 | $149,117 | $7,532 |
| RENEE HIX | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $115,930 | $7,532 |
| RENEE HANKS-CHAN | HR DIRECTOR Highest-paid employee | 39 | $118,122 | $0 |
| SEAN EVELAND | EXECUTIVE CHEF Highest-paid employee | 40 | $114,256 | $2,007 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK HAWKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER TIFF WOOD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD WIENER | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3550 SW BOND AVENUE, PORTLAND, OR 97239-4507
- In care of
- % JILL COLLINS
- Mailing address (990-N for 2008)
- 1200 MIRA MARA, MEDFORD OR 97504
- Principal officer (990 for 2024)
- LYNN JOHNSON, 1 WEST MAIN SUITE 303, MEDFORD, OR 97501
- Principal officer (990-N for 2008)
- RICK MAZZA, 1200 MIRA MAR AVE, MEDFORD OR 97504
- Signed the 990
- SHARON VAN EATON, EXECUTIVE DIRECTOR
- Phone
- (888) 724-6424
- Website
- RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
MIRABELLA AT SOUTH WATERFRONT IS A PREMIER CONTINUING CARE COMMUNITY DEDICATED TO ENRICHING THE LIVES OF SENIORS.
Program accomplishments
- MIRABELLA AT SOUTH WATERFRONT 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.Expenses $28,058,449 · grants $264,869 · revenue $27,858,710
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 71-1016384
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $157,220,651
- Income (IRS master file)
- $29,242,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $29,242,314 | $34,353,770 | $157,220,651 | XML |
| 990 | September 2024 | $27,375,567 | $36,068,314 | $159,281,940 | XML |
| 990 | September 2023 | $24,302,998 | $35,694,537 | $164,111,116 | XML |
| 990 | September 2022 | $25,314,257 | $30,751,027 | $163,946,297 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: RICK MAZZA | September 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-1016384).
Questions about MIRABELLA AT SOUTH WATERFRONT
- What is the EIN of MIRABELLA AT SOUTH WATERFRONT?
- The employer identification number (EIN) of MIRABELLA AT SOUTH WATERFRONT is 71-1016384.
- Is MIRABELLA AT SOUTH WATERFRONT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MIRABELLA AT SOUTH WATERFRONT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIRABELLA AT SOUTH WATERFRONT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIRABELLA AT SOUTH WATERFRONT due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIRABELLA AT SOUTH WATERFRONT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MIRABELLA AT SOUTH WATERFRONT?
- The 990 for the year ended September 30, 2025 names LYNN JOHNSON.
- Who are the officers and directors of MIRABELLA AT SOUTH WATERFRONT?
- The 990 for the year ended September 30, 2025 lists 9 people; 6 received compensation from the organization, the highest $352,768 (SHARON VAN EATON, EXECUTIVE DIRECTOR).
- How much revenue does MIRABELLA AT SOUTH WATERFRONT have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $29,242,314, expenses of $34,353,770 and total assets of $157,220,651 at year end.
Other nonprofits in PORTLAND
- TRILLIUM FAMILY SERVICES INC EIN 93-0386966 · last filed 990 for 2025
- REACH COMMUNITY DEVELOPMENT INC EIN 93-0813981 · last filed 990 for 2024
- DO GOOD MULTNOMAH EIN 47-3934102 · last filed 990 for 2025
- HABITAT FOR HUMANITY PORTLAND METRO EAST EIN 93-0801200 · last filed 990 for 2025
- INNOVATIVE HOUSING INC EIN 93-0877440 · last filed 990 for 2025
- SUNSTONE WAY EIN 86-2296287 · last filed 990 for 2025
- COMMUNITY PARTNERS FOR AFFORDABLE HOUSING EIN 93-1155559 · last filed 990 for 2025
- EARTH ADVANTAGE INC EIN 20-2587074 · last filed 990 for 2024