2025-08-15T09:49:33-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 931330100 CASCADE MANOR FOUNDATION INC CASC 8887246424 65 WEST 30TH AVENUE EUGENE OR 974059931 FRANK MOSS BOARD CHAIR 8887246424 2025-08-13 1 1 KURT BENNION P01469618 4252506100 2025-08-11 2023 2025-03-06 01:10:19Z FRANK MOSS 1 WEST MAIN SUITE 303 MEDFORD OR 97501 594281 0 X WWW.RETIREMENT.ORG X 2001 OR TO ENRICH THE QUALITY OF LIFE FOR MANOR RESIDENTS. 10 9 0 11 0 0 183993 520330 0 0 73418 73951 0 0 257411 594281 195500 113123 0 0 0 0 0 0 0 108818 213654 304318 326777 -46907 267504 2118515 2720798 24152 22048 2094363 2698750 CASCADE MANOR IS EUGENE'S CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO ENHANCING THE QUALITY OF LIFE OF THE RESIDENTS WE SERVE IN A STIMULATING, SECURE ENVIRONMENT. 0 0 320562 113123 0 PROGRAM ALLOCATIONS ACCORDING TO DONORS' SPECIFIED PURPOSES. 320562 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X KATRINA BYWATER 5416463300 1 WEST MAIN SUITE 303 MEDFORD OR 97501 KIM SORNSON DIRECTOR 1.00 39.00 X 0 94557 6023 FRANK MOSS CHAIR 1.00 0.00 X X 0 0 0 MARY FIPPS VICE CHAIR 1.00 0.00 X X 0 0 0 MERLE BOTTGE SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 CAROL KLINKHAMMER DIRECTOR 1.00 0.00 X 0 0 0 SHARRON PEEL DIRECTOR 1.00 0.00 X 0 0 0 JESSICA ROGERS DIRECTOR 1.00 0.00 X 0 0 0 JOHN SIMONI DIRECTOR 1.00 0.00 X 0 0 0 MARIA STEWARD DIRECTOR (THROUGH SEPTEMBER 2024) 1.00 0.00 X 0 0 0 LINDA THOMAS-BUSH DIRECTOR 1.00 0.00 X 0 0 0 BILL VAN VACTOR DIRECTOR (THROUGH SEPTEMBER 2024) 1.00 2.00 X 0 0 0 SELENE WITCHER DIRECTOR 1.00 1.00 X 0 0 0 0 94557 6023 0 0 0 0 0 520330 520330 73951 73951 594281 0 0 73951 113123 113123 1 1 3552 3552 1890 1890 110 110 333 333 PROGRAM FUND EXPENSES 207106 207106 OTHER FACILITY SERVICE 662 662 326777 320562 6215 0 215096 400557 1903419 2320241 2118515 2720798 2575 1458 21577 20590 24152 22048 X 1873859 2460570 220504 238180 2094363 2698750 2118515 2720798 267504 346424 -9541 0 X X 0 1 X 1 0 X 245023 261147 249126 183993 520330 1459619 245023 261147 249126 183993 520330 1459619 277730 1181889 35182 37885 46280 46519 73951 239817 1699436 0.69550 0.64240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 20590 20590 X PART X, LINE 2: THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2024 AND 2023, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. 1 CASCADE MANOR INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930557803 501C(3) 113123 0 MISSION SUPPORT 1 0 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. FORM 990, PART VI, SECTION A, LINE 3 CASCADE MANOR FOUNDATION'S BOARD DELEGATES MANAGEMENT TO CASCADE MANOR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CASCADE MANOR, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER, CASCADE MANOR, INC. HAS THE AUTHORITY TO ELECT ALL DIRECTORS OF FOUNDATION BOARD. FORM 990, PART VI, SECTION A, LINE 7B CASCADE MANOR, INC. SHALL BE CONSIDERED THE SOLE VOTING MEMBER FOR ALL PURPOSES OF THE OREGON NON-PROFIT CORPORATION ACT AND SHALL HAVE THE FOLLOWING RESPONSIBILITIES: (1) RESTATEMENT OF THE FOUNDATION'S ARTICLES OF INCORPORATION; (2) ELECTION OF FOUNDATION DIRECTORS AND OFFICERS INCLUDING THE FILLING OF VACANCIES CAUSED BY REMOVAL OR RESIGNATION OF A DIRECTOR; (3) APPROVAL OF ANY MERGER, CORPORATE CONSOLIDATIONS, AND/OR ALL PARTIAL OR TOTAL DISSOLUTION INVOLVING THE FOUNDATION; (4) APPROVAL OF THE CREATION OF ANY TAXABLE OR TAX-EXEMPT SUBSIDIARY ORGANIZATION TO THE FOUNDATION; (5) APPROVAL OF ANY ACQUISITION OF CONTROLLING INTERESTS IN ORGANIZATIONS OR BUSINESSES BY THE FOUNDATION; (6) APPROVAL OF ALL BUDGETS AND LONG RANGE PLANS OF THE FOUNDATION BEFORE AUTHORIZED EXPENDITURES MAY BE MADE THEREFROM; (7) APPROVAL OF ALL NON-BUDGETED CONTRACTS IN EXCESS OF AN AMOUNT TO BE ESTABLISHED BY THE MEMBER'S BOARD; (8) THE APPOINTMENT OF THE OUTSIDE AUDITORS FOR THE FOUNDATION; (9) ADOPTION OR REVISION OF THE MISSION STATEMENT AND LONG RANGE PLANS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2)KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. FORM 990, PART XII, LINE 2C: THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. PACIFIC RETIREMENT SERVICES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931067253 SUPPORTING ORGANIZATION OR 501(C)(3) LINE 12C, III-FI N/A 0 PACIFIC RETIREMENT SERVICES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 472352652 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 PACIFIC RETIREMENT SERVICES INC 0 ROGUE VALLEY MANOR 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930453216 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 THE CUMBERLAND REST INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 750891470 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 CASCADE MANOR INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930557803 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931179254 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 HOLLADAY PARK PLAZA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930513697 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 CAPITOL LAKES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 391412320 SENIOR HOUSING WI 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 ROGUE VALLEY MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930712867 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 ROGUE VALLEY MANOR 0 UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931301816 PUBLIC FOUNDATION CA 501(C)(3) LINE 7 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS INC 0 MIRABELLA WASHINGTON FOUNDATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 450574348 PUBLIC FOUNDATION WA 501(C)(3) LINE 7 MIRABELLA 0 CAPITOL LAKES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 383781089 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CAPITOL LAKES INC 0 MIRABELLA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 342030255 SENIOR HOUSING WA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 MIRABELLA AT SOUTH WATERFRONT 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 711016384 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 COMMUNITY VOLUNTEER NETWORK 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930892261 COMMUNITY SERVICES TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930864466 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM ASHLAND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930942933 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM GRANTS PASS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943136037 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM ROSEBURG HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943179782 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MYRTLE CREEK HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943162074 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM BEND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943163349 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM EAGLE POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943191447 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM KLAMATH FALLS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943196455 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MEDFORD II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212537 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM LIVELY OAKS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943194409 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM REEDSPORT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212538 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM YREKA HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212540 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM EUGENE HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943247154 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM FORT WORTH I HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311520436 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM BEND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943260016 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM FORT WORTH II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587415 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MEDFORD III HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587418 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM ROSEBURG II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587420 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM GRANTS PASS II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662259 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM DAVIS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662208 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MYRTLE CREEK II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311715321 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM PORTLAND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311780332 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM PORTLAND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300037898 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM CENTRAL POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300315618 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MANSFIELD HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 900292647 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 MIDDLETON GLEN INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 911859494 SENIOR HOUSING WI 501(C)(3) LINE 10 CAPITOL LAKES INC 0 SENIOR HOUSING OF MIDDLETON INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 470825736 SENIOR HOUSING WI 501(C)(3) LINE 10 CAPITOL LAKES INC 0 MIRABELLA AT ASU INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 813784956 SENIOR HOUSING AZ 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 BAY AREA SENIOR SERVICES INC 1 BALDWIN AVENUE SAN MATEO CA 94401 943008774 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 HAVERLAND CARTER LIFESTYLE GROUP 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 272027950 SENIOR HOUSING NM 501(C)(3) LINE 10 N/A 0 THE NEIGHBORHOOD IN RIO RANCHO 900 LOMA COLORADO RIO RANCHO NM 87124 471462853 SENIOR HOUSING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 LA VIDA LLENA 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850282570 SENIOR HOUSING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 SOMMERSET NEIGHBORHOOD INC 1601 SW 119TH STREET OKLAHOMA CITY OK 73170 810684291 SENIOR HOUSING OK 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 THE FULL LIFE FOUNDATION 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850416157 SUPPORTING ORGANIZATION NM 501(C)(3) LINE 12C, III-FI N/A 0 RALSTON CREEK NEIGHBORHOOD INC 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 822174664 SENIOR HOUSING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 842728227 PUBLIC FOUNDATION NM 501(C)(3) LINE 7 HAVERLAND CARTER LIFESTYLE GROUP 0 PRS MANAGEMENT INC 1 WEST MAIN STREET SUITE 303 MEDFORD OR 97501 931328250 MANAGEMENT COMPANY OR N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0