Nonprofit · EIN 93-6071709
LESTA HOEL MEMORIAL TRUST FUND
Tax-exempt · PORTLAND, OR 97201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $340,716 | $207,184 | $133,532 | $5,411,452 | $1,865 | $5,409,587 |
| December 31, 2023 | 990 | $165,656 | $254,156 | -$88,500 | $5,017,659 | $8,240 | $5,009,419 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $74,736
- Program service revenue
- $0
- Investment income
- $265,980
- Net gain from sales of assets
- $162,693
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $179,199
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,730
- Program services (functional)
- $179,199
- Management and general (functional)
- $27,985
Balance sheet and other
- Total assets, start of year
- $5,017,659
- Total assets, end of year
- $5,411,452
- Total liabilities, end of year
- $1,865
- Net assets, end of year
- $5,409,587
- Publicly traded securities
- $4,346,107
- Net assets with donor restrictions
- $5,409,587
- Gross receipts
- $340,716
- Employees
- 0
- Volunteers
- 13
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN MILLER | PRESIDENT & CEO Officer | 2 | $0 | $294,610 | $40,374 |
| JUDY O'DONNELL | VICE PRESIDENT OF FINANCE & CFO Officer | 2 | $0 | $202,916 | $18,398 |
| KAY MORAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HELEN WESTBROOK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD MABEN | SECRETARY & DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILL CARPENTER | SECRETARY (AS OF MARCH 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VIRGINIA BURGESS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH DYS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID KINGSBURY | DIRECTOR (THROUGH MARCH 2024) Trustee or director | 1 | $0 | $0 | $0 |
| HARMON LAURIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARLEY SPRING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY LOU STEWART | DIRECTOR (THROUGH MARCH 2024) Trustee or director | 1 | $0 | $0 | $0 |
| DICK TEUTSCH | DIRECTOR (AS OF MARCH 2024) Trustee or director | 1 | $0 | $0 | $0 |
| BERNIE THURBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIC WIELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN MILLER | PRESIDENT & CEO Officer | 0.5 | $0 | $264,444 | $34,154 |
| JUDY O'DONNELL | VICE PRESIDENT OF FINANCE & CFO Officer | 0.5 | $0 | $187,478 | $47,311 |
| LINDA MATHER | CHAIR (THROUGH MARCH 2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAY MORAN | VICE CHAIR & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HELEN WESTBROOK | TREASURER & VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD MABEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GINNY BURGESS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH DYS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID KINGSBURY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARMON LAURIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARLEY SPRING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY LOU STEWART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BERNIE THURBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANA WHITE PHD | DIRECTOR (THROUGH MARCH 2023) Trustee or director | 1 | $0 | $0 | $0 |
| ERIC WIELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROGER WIRT | DIRECTOR (THROUGH MARCH 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2545 SW TERWILLIGER BLVD, PORTLAND, OR 97201-6302
- Principal officer (990 for 2024)
- RYAN MILLER, 2545 SW TERWILLIGER BLVD, PORTLAND, OR 97201
- Signed the 990
- ADAM LANE, VICE PRES. OF FINANCE & CFO
- Phone
- (503) 226-4911
- Return prepared by
- CLIFTONLARSONAALLEN LLP
Mission
TO FURNISH ASSISTANCE TO SENIOR CITIZENS, PRIMARILY AT TERWILLIGER PLAZA HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES.
Program accomplishments
- GRANTS TO TERWILLIGER PLAZA TO ASSIST RESIDENTS WHO LACK SUFFICIENT INCOME OR ASSETS TO SUPPORT THEIR LIVING EXPENSES. IN 2024, THESE FUNDS SUPPORTED 5 RESIDENTS OF TERWILLIGER PLAZA.Expenses $179,199 · grants $179,199
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-6071709
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $5,411,452
- Income (IRS master file)
- $340,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $340,716 | $207,184 | $5,411,452 | XML |
| 990 | December 2023 | $165,656 | $254,156 | $5,017,659 | XML |
| 990 | December 2022 | -$38,871 | $358,229 | $4,601,500 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 93-6071709).
Questions about LESTA HOEL MEMORIAL TRUST FUND
- What is the EIN of LESTA HOEL MEMORIAL TRUST FUND?
- The employer identification number (EIN) of LESTA HOEL MEMORIAL TRUST FUND is 93-6071709.
- Is LESTA HOEL MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to LESTA HOEL MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LESTA HOEL MEMORIAL TRUST FUND 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 LESTA HOEL MEMORIAL TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LESTA HOEL MEMORIAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LESTA HOEL MEMORIAL TRUST FUND?
- The 990 for the year ended December 31, 2024 names RYAN MILLER.
- Who are the officers and directors of LESTA HOEL MEMORIAL TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does LESTA HOEL MEMORIAL TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $340,716, expenses of $207,184 and total assets of $5,411,452 at year end.
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