MARYS WOODS AT MARYLHURST INC Charity Report

Public IRS 990 nonprofit record

MARYS WOODS AT MARYLHURST INC

EIN 91-1833480 · Senior Citizens Housing & Retirement Communities (L22)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

101.96%of revenue went to mission work90.2% of expenses · Program services

0.85%of revenue went to fundraising0.8% of expenses

$113.09spent for every $100 of revenueSpending was higher than revenue this year.

10.27%of revenue went to management and office costs9.1% of expenses

$5.41in assets for every $1 spent this yearSome assets cannot be spent right away.

0.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $7,141,213 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $309,246 for KIMBERLY SCOTT (CFO & INTERIM CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$54,560,850

Mission workProgram services$55,632,075101.96% of revenue90.2% of expenses

ManagementOffice and general costs$5,605,11110.27% of revenue9.1% of expenses

FundraisingAsking for donations$464,8770.85% of revenue0.8% of expenses

Total expenses$61,702,063113.09% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.2% mission · 9.1% management · 0.8% fundraisingTotal expenses: 113.09% of revenue

2023Expense mix: 90.4% mission · 8.8% management · 0.8% fundraisingTotal expenses: 116.30% of revenue

2022Expense mix: 90.0% mission · 9.4% management · 0.7% fundraisingTotal expenses: 121.22% of revenue

2021Expense mix: 88.3% mission · 11.1% management · 0.6% fundraisingTotal expenses: 128.81% of revenue

2020Expense mix: 88.9% mission · 10.6% management · 0.5% fundraisingTotal expenses: 108.72% of revenue

2019Expense mix: 87.4% mission · 12.2% management · 0.5% fundraisingTotal expenses: 122.07% of revenue

2018Expense mix: 84.6% mission · 14.9% management · 0.5% fundraisingTotal expenses: 119.87% of revenue

2017Expense mix: 87.2% mission · 12.4% management · 0.5% fundraisingTotal expenses: 99.19% of revenue

Money in and money out

Revenue$54,560,850

Expenses$61,702,063

Annual shortfall $7,141,213 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$55,632,075 · 90.2% of expenses

Management and office costs$5,605,111 · 9.1% of expenses

Fundraising$464,877 · 0.8% of expenses

See all reported dollar amounts

Revenue$54,560,850

Expenses$61,702,063

Assets$333,986,762

Income$70,029,235

Contributions$513,930

Mission work (program services)$55,632,075

Fundraising$464,877

Management and general$5,605,111

Executive compensation (total)$559,914

Stocks and bonds$69,896,743

Accounting fees$101,844

Investing fees$86,306

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KIMBERLY SCOTTCFO & INTERIM CEO · 50 hrs/week $309,246Base $270,709 · Other $38,537

MARTIE MOORE CHIEF HEALTHWELLNESS OFFICER (THROUGH JAN 2025) · 50 hrs/week $254,693Base $224,434 · Other $30,259

RALF BRABANDT CHIEF OPERATINGOFFICER (THROUGH JANUARY 2025) · 50 hrs/week $251,565Base $217,240 · Other $34,325

JAMES ARPFORMER OFFICER $224,968Base $196,972 · Other $27,996

KEVIN HABERMANDIRECTOR OF ENVIRONMENTAL SERVICES · 50 hrs/week $217,601Base $191,771 · Other $25,830

COLETTE REES CHIEFMARKETING & COMMUNICATIONS OFFICER · 50 hrs/week $198,966Base $179,471 · Other $19,495

ANDREW KINGDIRECTOR OF INFORMATION TECHNOLOGY · 50 hrs/week $171,737Base $154,857 · Other $16,880

ALISON DIVINE-BEPPLER DIR OFPEOPLE & CULTURE (THROUGH MAY 2025) · 50 hrs/week $166,527Base $157,479 · Other $9,048

SANDRA ROTHNURSE MANAGER · 50 hrs/week $151,648Base $137,111 · Other $14,537

SAUNDRA ERBREGISTERED NURSE · 50 hrs/week $140,580Base $129,736 · Other $10,844

TRAVIS DUNCANCEO (AS OF SEPTEMBER 2024) · 50 hrs/week $89,972Base $89,769 · Other $203

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

KIMBERLY SCOTTCFO & INTERIM CEO

MARTIE MOORE CHIEF HEALTHWELLNESS OFFICER (THROUGH JAN 2025)

RALF BRABANDT CHIEF OPERATINGOFFICER (THROUGH JANUARY 2025)

JAMES ARPFORMER OFFICER

KEVIN HABERMANDIRECTOR OF ENVIRONMENTAL SERVICES

COLETTE REES CHIEFMARKETING & COMMUNICATIONS OFFICER

ANDREW KINGDIRECTOR OF INFORMATION TECHNOLOGY

ALISON DIVINE-BEPPLER DIR OFPEOPLE & CULTURE (THROUGH MAY 2025)

SANDRA ROTHNURSE MANAGER

SAUNDRA ERBREGISTERED NURSE

TRAVIS DUNCANCEO (AS OF SEPTEMBER 2024)

SR CAROL HIGGINSAPPOINTED DIRECTOR

TOM MARKGRAFDIRECTOR

RONALD BASILEDIRECTOR

ROBERT BASTIAN WAGNER MDDIRECTOR

MARTY RINGLEDIRECTOR

VICKI NAKASHIMADIRECTOR

WALT KNAPPRESIDENT REPRESENTATIVE

KENT IKEDADIRECTOR

JIM MATTISRESIDENT REPRESENTATIVE

JEFF GUDMANDIRECTOR

JANE ATKINSONSECRETARY

GAIL M HOUCK PHD RNDIRECTOR

DICK CLARKVICE CHAIR

CRAIG KELLYCHAIR

COLLEEN MARILLEY LYMAN BSN RNDIRECTOR

CHRIS CUNNINGHAMRESIDENT REPRESENTATIVE

BECKY GRAHAMTREASURER

ASHLEY WISE CPA MPACCDIRECTOR

About this charity

Recognized since: January 1998
Location: 17400 HOLY NAMES DR STE 70, LAKE OSWEGO, OR 97034-5187
County: Clackamas
In care of: TRAVIS DUNCAN
Primary officer: TRAVIS DUNCAN, CEO

How to reach them

WebsiteVisit the charity’s website Phone(503) 675-2004

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities