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Passes our checks

Marys Woods at Marylhurst Inc

EIN 91-1833480 · Lake Oswego, OR

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak19 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

Points to look into

  • It owes more than it owns.
  • Raising each dollar of donations cost 90 cents.

These come from the organization's own tax return. There may be a good explanation; ask the charity.

What it says it does

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.

Income
$54.6 million
Spending
$61.7 million
Spent on programs
90%
Reserves
-55 months of spending
Largest source of income
fees for its services, 91%
Employees
599
Volunteers
35
Highest pay
$309,246, cfo & interim ceo

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 19 out of 100. Higher than 1% of charities in its peer group (housing, $10m to $100m).

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    0 of 20

    It owes 128% of what it owns.

  • Living within its means

    4 of 15

    Spending exceeded income by 13% of income.

  • Income trend

    15 of 15

    Income rose 9% on the year before.

  • Spending floor

    0 of 15

    90% of spending went to programs and raising each dollar of donations cost 90 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 44% of charities in its peer group (housing, $10m to $100m).

  • Independent board

    25 of 25

    18 of 18 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $55.6 million spent. 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.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since May 1998.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.