Nonprofit · EIN 93-0513697
HOLLADAY PARK PLAZA INC
Tax-exempt · PORTLAND, OR 97232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $24,950,836 | $24,852,762 | $98,074 | $82,263,093 | $52,532,759 | $29,730,334 |
| September 30, 2024 | 990 | $23,713,493 | $24,733,274 | -$1,019,781 | $79,202,133 | $50,392,096 | $28,810,037 |
| September 30, 2023 | 990 | $22,148,904 | $22,639,805 | -$490,901 | $76,783,395 | $48,714,701 | $28,068,694 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $798,286
- Program service revenue
- $23,111,760
- Investment income
- $1,049,086
- Net rental income
- -$8,296
- Net gain from sales of assets
- $300,527
- Other revenue
- -$8,296
Expenses
- Grants and similar amounts paid
- $615,011
- Compensation of officers, directors and key employees
- $418,962
- Other salaries and wages
- $8,019,113
- Salaries, compensation and benefits (total)
- $10,658,110
- Professional fundraising fees
- $0
- Accounting fees
- $19,425
- Occupancy
- $2,495,433
- Travel
- $64,446
- Depreciation
- $3,731,454
- Program services (functional)
- $20,688,007
- Management and general (functional)
- $4,164,755
Balance sheet and other
- Total assets, start of year
- $79,202,133
- Total assets, end of year
- $82,263,093
- Total liabilities, end of year
- $52,532,759
- Net assets, end of year
- $29,730,334
- Land, buildings and equipment
- $55,273,750
- Publicly traded securities
- $20,985,332
- Net assets without donor restrictions
- $26,595,760
- Net assets with donor restrictions
- $3,134,574
- Gross receipts
- $25,121,679
- Employees
- 280
- Volunteers
- 6
- Year formed
- 1967
- 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 |
|---|---|---|---|---|
| SUSAN PLATTE | EXECUTIVE DIRECTOR Key employee | 40 | $325,813 | $46,008 |
| KATELYNN SAMUELSON-NGUYEN | ADMINISTRATOR Highest-paid employee | 40 | $148,674 | $31,515 |
| BETHANY SINK | RN Highest-paid employee | 40 | $112,812 | $28,634 |
| TAMARA PERZHU | CARE MANAGER RN Highest-paid employee | 40 | $109,787 | $19,150 |
| MARSHALL HENSHAW | RN Highest-paid employee | 40 | $111,474 | $15,301 |
| KRISTEN SMITH | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $100,616 | $18,877 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN MCLAUGHLIN | VICE CHAIR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS JENSEN | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK HAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN PLATTE | EXECUTIVE DIRECTOR Key employee | 40 | $307,983 | $56,600 |
| KATELYNN SAMUELSON-NGUYEN | ADMINISTRATOR Highest-paid employee | 40 | $146,462 | $29,098 |
| AMY BOHNA | DIRECTOR OF NURSING Highest-paid employee | 40 | $140,066 | $15,452 |
| KIYOKO CHIN | REGISTERED NURSE Highest-paid employee | 40 | $133,928 | $6,958 |
| TAMARA PERZHU | CARE MANAGER RN Highest-paid employee | 40 | $109,782 | $19,200 |
| MARSHALL HENSHAW | RN Highest-paid employee | 40 | $106,774 | $12,757 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN MCLAUGHLIN | VICE CHAIR / SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS JENSEN | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER TIFF WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN PLATTE | EXECUTIVE DIRECTOR Key employee | 40 | $286,040 | $46,893 |
| THERESA TERRILL | REGIONAL HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $160,106 | $38,755 |
| KATELYNN SAMUELSON-NGUYEN | ADMINISTRATOR Highest-paid employee | 40 | $123,324 | $31,624 |
| AMY BOHNA | DIRECTOR OF NURSING Highest-paid employee | 40 | $122,598 | $10,370 |
| LYNN JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN MCLAUGHLIN | VICE CHAIR / SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE ELLIS | RESIDENT DIRECTOR (THROUGH JULY 2023) Trustee or director | 1 | $0 | $0 |
| CHRIS JENSON | RESIDENT DIRECTOR (AS OF JULY 2023) Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 NE 16TH AVENUE, PORTLAND, OR 97232-1467
- In care of
- % PRS MANAGEMENT
- Principal officer (990 for 2024)
- LYNN JOHNSON, 1 WEST MAIN SUITE 303, MEDFORD, OR 97501
- Signed the 990
- SUSAN PLATTE, EXECUTIVE DIRECTOR
- Phone
- (888) 724-6424
- Website
- WWW.RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
HOLLADAY PARK PLAZA IS A PREMIER NOT-FOR-PROFIT RETIREMENT COMMUNITY WHERE ALL ARE WELCOME AND THE LIVES OF RESIDENTS ARE CONTINUALLY ENRICHED. (CONTINUED IN SCHEDULE O)WE ARE AWARE OF THE EVER-CHANGING NEEDS OF RETIREES AND ENCOURAGE AN ACTIVE LIFESTYLE AND SPIRITUAL AND SOCIAL OPPORTUNITIES. WE ARE COMMITTED TO EXCELLENCE IN OUR INDUSTRY THROUGH THE WORK OF EXPERIENCED AND EDUCATED STAFF AND DIRECTORS, ENHANCED BY RESIDENT INVOLVEMENT. WE ARE DEDICATED TO PROVIDING HIGH-QUALITY SERVICES, INCLUDING A DIVERSE DINING PROGRAM, COMPREHENSIVE WELLNESS SERVICES, AND PERSONALIZED CARE. WE ARE COMMITTED TO BEING GOOD FINANCIAL STEWARDS, PROVIDING SUPPORT FOR RESIDENTS WHEN NEEDED, WHILE KEEPING COSTS COMMENSURATE WITH SERVICES PROVIDED. WE HONOR AND RESPECT ALL OUR COMMUNITY MEMBERS.
Program accomplishments
- 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.Expenses $20,688,007 · grants $615,011 · revenue $23,111,760
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
- 93-0513697
- 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
- 1967
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $82,263,093
- Income (IRS master file)
- $25,121,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $24,950,836 | $24,852,762 | $82,263,093 | XML |
| 990 | September 2024 | $23,713,493 | $24,733,274 | $79,202,133 | XML |
| 990 | September 2023 | $22,148,904 | $22,639,805 | $76,783,395 | XML |
| 990 | September 2022 | $21,349,360 | $21,265,933 | $76,804,463 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 93-0513697).
Questions about HOLLADAY PARK PLAZA INC
- What is the EIN of HOLLADAY PARK PLAZA INC?
- The employer identification number (EIN) of HOLLADAY PARK PLAZA INC is 93-0513697.
- Is HOLLADAY PARK PLAZA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to HOLLADAY PARK PLAZA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOLLADAY PARK PLAZA 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 HOLLADAY PARK PLAZA INC 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 HOLLADAY PARK PLAZA INC 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 HOLLADAY PARK PLAZA INC?
- The 990 for the year ended September 30, 2025 names LYNN JOHNSON.
- Who are the officers and directors of HOLLADAY PARK PLAZA INC?
- The 990 for the year ended September 30, 2025 lists 10 people; 6 received compensation from the organization, the highest $325,813 (SUSAN PLATTE, EXECUTIVE DIRECTOR).
- How much revenue does HOLLADAY PARK PLAZA INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $24,950,836, expenses of $24,852,762 and total assets of $82,263,093 at year end.
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