Nonprofit · EIN 91-1833480
MARYS WOODS AT MARYLHURST INC
Tax-exempt · LAKE OSWEGO, OR 97034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $54,560,850 | $61,702,063 | -$7,141,213 | $333,986,762 | $427,638,866 | -$93,652,104 |
| June 30, 2024 | 990 | $49,943,329 | $58,085,812 | -$8,142,483 | $329,859,443 | $420,529,087 | -$90,669,644 |
| June 30, 2023 | 990 | $44,665,707 | $54,143,723 | -$9,478,016 | $319,477,576 | $405,298,864 | -$85,821,288 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $513,930
- Program service revenue
- $49,773,803
- Investment income
- $2,902,880
- Net rental income
- $35,174
- Net gain from sales of assets
- $330,051
- Net income from sales of inventory
- $11,677
- Other revenue
- $1,370,237
Expenses
- Grants and similar amounts paid
- $9,108
- Compensation of officers, directors and key employees
- $1,700,574
- Other salaries and wages
- $23,633,828
- Salaries, compensation and benefits (total)
- $29,883,117
- Professional fundraising fees
- $0
- Legal fees
- $356,070
- Accounting fees
- $101,844
- Occupancy
- $7,286,453
- Travel
- $84,717
- Depreciation
- $9,133,503
- Program services (functional)
- $55,632,075
- Management and general (functional)
- $5,605,111
- Fundraising (functional)
- $464,877
Balance sheet and other
- Total assets, start of year
- $329,859,443
- Total assets, end of year
- $333,986,762
- Total liabilities, end of year
- $427,638,866
- Net assets, end of year
- -$93,652,104
- Land, buildings and equipment
- $184,154,426
- Publicly traded securities
- $69,896,743
- Net assets without donor restrictions
- -$98,612,503
- Net assets with donor restrictions
- $4,960,399
- Gross unrelated business income
- $716,609
- Gross receipts
- $70,029,235
- Employees
- 599
- Volunteers
- 35
- Year formed
- 1997
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY SCOTT | CFO & INTERIM CEO Officer | 50 | $270,709 | $38,537 |
| MARTIE MOORE CHIEF HEALTH | WELLNESS OFFICER (THROUGH JAN 2025) Key employee | 50 | $224,434 | $30,259 |
| RALF BRABANDT CHIEF OPERATING | OFFICER (THROUGH JANUARY 2025) Key employee | 50 | $217,240 | $34,325 |
| JAMES ARP | FORMER OFFICER Former | 0 | $196,972 | $27,996 |
| KEVIN HABERMAN | DIRECTOR OF ENVIRONMENTAL SERVICES Key employee | 50 | $191,771 | $25,830 |
| COLETTE REES CHIEF | MARKETING & COMMUNICATIONS OFFICER Highest-paid employee | 50 | $179,471 | $19,495 |
| ANDREW KING | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 50 | $154,857 | $16,880 |
| ALISON DIVINE-BEPPLER DIR OF | PEOPLE & CULTURE (THROUGH MAY 2025) Highest-paid employee | 50 | $157,479 | $9,048 |
| SANDRA ROTH | NURSE MANAGER Highest-paid employee | 50 | $137,111 | $14,537 |
| SAUNDRA ERB | REGISTERED NURSE Highest-paid employee | 50 | $129,736 | $10,844 |
| TRAVIS DUNCAN | CEO (AS OF SEPTEMBER 2024) Officer | 50 | $89,769 | $203 |
| CRAIG KELLY | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DICK CLARK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BECKY GRAHAM | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JANE ATKINSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD BASILE | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS CUNNINGHAM | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 |
| JEFF GUDMAN | DIRECTOR Trustee or director | 2 | $0 |
| SR CAROL HIGGINS | APPOINTED DIRECTOR Trustee or director | 2 | $0 |
| GAIL M HOUCK PHD RN | DIRECTOR Trustee or director | 2 | $0 |
| KENT IKEDA | DIRECTOR Trustee or director | 2 | $0 |
| WALT KNAPP | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 |
| COLLEEN MARILLEY LYMAN BSN RN | DIRECTOR Trustee or director | 2 | $0 |
| TOM MARKGRAF | DIRECTOR Trustee or director | 2 | $0 |
| JIM MATTIS | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 |
| VICKI NAKASHIMA | DIRECTOR Trustee or director | 2 | $0 |
| MARTY RINGLE | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT BASTIAN WAGNER MD | DIRECTOR Trustee or director | 2 | $0 |
| ASHLEY WISE CPA MPACC | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES ARP | CEO & PRESIDENT (THROUGH JAN 2024) Officer | 45 | $341,050 | $41,354 |
| KIMBERLY SCOTT | CFO & INTERIM CEO Officer | 50 | $230,161 | $35,742 |
| RALF BRABANDT | CHIEF OPERATING OFFICER Key employee | 50 | $208,818 | $31,938 |
| KEVIN HABERMAN | DIRECTOR OF ENVIRONMENTAL SERVICES Key employee | 50 | $188,883 | $24,975 |
| COLETTE REES CHIEF | MARKETING & COMMUNICATIONS OFFICER Highest-paid employee | 50 | $166,890 | $16,925 |
| ANDREW KING | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 45 | $158,236 | $16,556 |
| ALISON DIVINE-BEPPLER | DIRECTOR OF PEOPLE & CULTURE Highest-paid employee | 50 | $147,473 | $8,652 |
| SUSAN FOY | MISSION INTEGRATION DIRECTOR Highest-paid employee | 50 | $119,777 | $30,017 |
| ELIZABETH MOORE | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 50 | $140,078 | $7,008 |
| CRAIG KELLY | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JEFF GUDMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BECKY GRAHAM | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SR LYNDA THOMPSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JANE ATKINSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD BASILE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DICK CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS CUNNINGHAM | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 | $0 |
| SR CAROL HIGGINS | APPOINTED DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAIL M HOUCK PHD RN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENT IKEDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RUTH JOHANSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WALT KNAPP | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 | $0 |
| COLLEEN MARILLEY LYMAN BSN RN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM MARKGRAF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICKI NAKASHIMA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARTY RINGLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT BASTIAN WAGNER MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ASHLEY WISE CPA MPACC | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES ARP | CEO Officer | 45 | $292,560 | $22,440 |
| KIMBERLY SCOTT | CFO Officer | 50 | $249,995 | $33,508 |
| RALF BRABANDT | COO Key employee | 50 | $198,708 | $29,782 |
| DIANE HOOD | FORMER CEO Former | 0 | $215,538 | $0 |
| CHERYL MUSSOTTO-CONYERS | VP OF MARKETING (THROUGH MAY 2023) Highest-paid employee | 45 | $178,106 | $24,703 |
| ALBERT MUNANGA DIR OF HEALTH | & CLINICAL SVCS (THROUGH MARCH 2023) Key employee | 45 | $178,909 | $22,440 |
| KEVIN HABERMAN | VP OF ENVIRONMENTAL SERVICES Key employee | 50 | $173,981 | $22,999 |
| ANDREW KING | DIRECTOR OF IT Highest-paid employee | 45 | $148,543 | $15,372 |
| COLETTE REES CHIEF | MARKETING & COMMUNICATIONS OFFICER Highest-paid employee | 50 | $138,823 | $14,852 |
| ALISON DIVINE-BEPPLER | DIRECTOR OF PEOPLE & CULTURE Highest-paid employee | 50 | $138,187 | $7,944 |
| JESSICA MARTINEZ | LICENSED PRACTICAL NURSE Highest-paid employee | 50 | $122,281 | $7,082 |
| CRAIG KELLY | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JEFF GUDMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BECKY GRAHAM | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SR LYNDA THOMPSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RONALD BASILE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DICK CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS CUNNINGHAM | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 | $0 |
| SR CAROL HIGGINS | APPOINTED DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAIL M HOUCK PHD RN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RUTH JOHANSON | IMMEDIATE PAST CHAR Trustee or director | 2 | $0 | $0 |
| JOHN KOVASH | RESIDENT REPRESENTATIVE Trustee or director | 2 | $0 | $0 |
| COLLEEN MARILLEY LYMAN BSN RN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICKI NAKASHIMA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARTY RINGLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ASHLEY WISE CPA MPACC | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17400 HOLY NAMES DR STE 70, LAKE OSWEGO, OR 97034-5187
- Principal officer (990 for 2024)
- TRAVIS DUNCAN, 17400 HOLY NAMES DRIVE 70, LAKE OSWEGO, OR 97034
- Signed the 990
- TRAVIS DUNCAN, CEO
- Phone
- (503) 675-2004
- Website
- WWW.MARYSWOODS.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 accomplishments
- 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 752 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 ENDED JUNE 30, 2025, MARY'S WOODS PROVIDED 47,856 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, AND ART DISPLAYS.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 ASSISTANCE FUND IS THERE TO HELP WHEN NEEDED PROVIDES THE COMMUNITY WITH A PROFOUND SENSE OF SECURITY.Expenses $55,632,075 · grants $9,108 · revenue $49,773,803
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1833480
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $333,986,762
- Income (IRS master file)
- $70,029,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $54,560,850 | $61,702,063 | $333,986,762 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $49,943,329 | $58,085,812 | $329,859,443 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $44,665,707 | $54,143,723 | $319,477,576 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $39,343,304 | $50,677,675 | $323,971,871 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 91-1833480).
Questions about MARYS WOODS AT MARYLHURST INC
- What is the EIN of MARYS WOODS AT MARYLHURST INC?
- The employer identification number (EIN) of MARYS WOODS AT MARYLHURST INC is 91-1833480.
- Is MARYS WOODS AT MARYLHURST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MARYS WOODS AT MARYLHURST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARYS WOODS AT MARYLHURST INC 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 MARYS WOODS AT MARYLHURST INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARYS WOODS AT MARYLHURST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARYS WOODS AT MARYLHURST INC?
- The 990 for the year ended June 30, 2025 names TRAVIS DUNCAN.
- Who are the officers and directors of MARYS WOODS AT MARYLHURST INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 11 received compensation from the organization, the highest $270,709 (KIMBERLY SCOTT, CFO & INTERIM CEO).
- How much revenue does MARYS WOODS AT MARYLHURST INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $54,560,850, expenses of $61,702,063 and total assets of $333,986,762 at year end.
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