Mary’s Woods

What Mary’s Woods does

Mary's Woods is a nonprofit 501(c)(3) Life Plan Community (also known as a Type B Continuing Care Retirement Community) located on a 40-acre campus in Lake Oswego, Oregon, near Portland and West Linn. Sponsored by the Sisters of the Holy Names of Jesus and Mary and legally operated as Mary's Woods at Marylhurst, Inc., the community was formally established in 2001 and traces its organizational heritage to 1859. It serves adults aged 62 and older through a full continuum of care on a single campus: independent living (Provincial and Village apartments and single-level villas), assisted living (Kellogg and Friendship Place neighborhoods), memory care (Caritas House), and residential care with 24/7 nursing (Marie Rose). Supporting amenities include five dining venues, three fitness facilities including the 9,000 sq ft Gallagher Complex and an indoor heated pool, a full-time spiritual care team, an on-site nurse's clinic, and a mixed-use Village Square with Providence-affiliated healthcare providers, dental, optometry, a salon, and a coffee shop. The 1910 Provincial House remains a centerpiece alongside the 2017 Village neighborhood expansion.

The business model combines a one-time entrance fee ($254,900 to $739,900+, 80% refundable under the Type B contract) with recurring monthly service fees ($3,212 to $7,514+) covering maintenance, dining, programming, security, transportation, and housekeeping. Ancillary revenue comes from on-site healthcare services, third-party provider partnerships, and a structured philanthropy program with named funds (Resident Fund, Employee Education Fund, Sr. Roswitha Frawley Educational Scholarship Fund, Employee Emergency Assistance Fund). A $5,000 Priority Waitlist deposit (50% refundable) captures qualified demand, and dedicated Sales Counselors run a direct, sales-led go-to-market targeting seniors and their adult children. As a nonprofit, all surplus is reinvested into the mission; the community is governed by a volunteer Board of Directors plus an SNJM Member Tier and two resident representatives.

Operationally, the community employs 251-500 staff and is led by CEO Travis Duncan (appointed effective September 30) alongside a C-suite including Joscelyn Cook (COO), Josh Blackson (CFO), Colette Rees (Chief Marketing & Communications Officer), and functional directors across health services, facilities, HR, resident services, mission integration, and dining. Mary's Woods has received three consecutive years of "Best Independent Living" recognition from the Lake Oswego Review and West Linn Tidings (2023-2026), along with Best Place to Work and Business of the Year awards in 2026, a Daily Journal of Commerce Senior Living Category first place for the Village, a Pinnacle Quality Insight 4.5/5.0 "Recommend to Others" score, and an American Horticultural Therapy Association Therapeutic Garden Design Award. The organization has no proprietary AI or technology platform; its stack consists of standard hospitality, healthcare, and facilities systems typical of CCRCs, supplemented by a third-party interactive projection table (Lucynt) deployed in memory care.

Name

Mary’s Woods

Legal name

Mary's Woods at Marylhurst, Inc.

Website

https://maryswoods.org

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

251–500 employees

Short description

Mary's Woods is a nonprofit 501(c)(3) Life Plan Community on a 40-acre Lake Oswego, Oregon campus, sponsored by the Sisters of the Holy Names of Jesus and Mary, serving adults 62+ through independent living, assisted living, memory care, and 24/7 residential care funded by refundable entrance fees and monthly service fees.

Ownership category

akta.pro rank

Product category

Senior Living Services

NAICS

Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (62331)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Faith-Based / Nonprofit Assisted Living Providers (HLADABAH)

Keywords

• Senior living community
• Assisted living services
• Continuing care retirement community
• Independent living housing
• Memory care services

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Supply Chain

Revenue model

1. Entrance Fees: One-time upfront payment required to secure a residence within the community. Entrance fees vary by housing type: Apartment homes start at $254,900 and Villa homes start at $739,900, with a second person entrance fee of $47,900. 80% of the entrance fee is refundable to the resident or their estate.
2. Monthly Service Fees: Ongoing monthly fees covering services and amenities. Apartment homes start at $3,212/month and Villa homes start at $7,514/month, with a second person monthly service fee of $1,044. Fees cover housekeeping, social events, activities, community life programming, and scheduled transportation.
3. Ancillary Services and Healthcare: Additional revenue from on-site healthcare services, third-party provider partnerships (dental, eye care, rehabilitation), and ancillary fee schedules for services beyond the base monthly fee such as additional nursing consultations and medical assessments.
4. Philanthropy and Donations: The community accepts charitable donations through various fund options including the Resident Fund, General Fund/Greatest Need, Employee Education Fund, Sr. Roswitha Frawley Educational Scholarship Fund, and Employee Emergency Assistance Fund. Donations support operational needs and resident/employee assistance programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Mary's Woods is a nonprofit Life Plan Community in Lake Oswego, Oregon, providing a full continuum of senior living services—including independent living, assisted living, memory care, and residential care—on a single 41-acre campus. Founded in 2001 by the Sisters of the Holy Names of Jesus and Mary, it operates as a 501(c)(3) faith-based community offering apartment and villa homes, on-site dining, wellness, spiritual care, and an on-site nurse's clinic.

Product overview

Mary's Woods is a nonprofit Life Plan Community (LPC) offering a continuum of senior living services on a single 40-acre campus in Lake Oswego, Oregon. The community operates as a 501(c)(3) nonprofit sponsored by the Sisters of the Holy Names of Jesus and Mary. The core living services include Independent Living (apartment homes and villa homes), Assisted Living (Kellogg and Friendship Place neighborhoods), Caritas House Memory Care, and Residential Care with 24/7 nursing. On-campus dining is offered through multiple venues: Three Sisters Restaurant and Cafe, Dagostino's Lounge, Mt. Hood Dining, Adriatic Kitchen, and Social Lounge. Wellness facilities include three fitness centers (Gallagher Complex, Provincial House, and Kellogg), indoor pool, and walking paths. The community provides spiritual care services, an on-site nurse's clinic, and access to third-party healthcare providers including Providence Medical Group, dental, and eye care services through the Village Square. A Priority Waitlist Program allows prospective residents to secure their place with a refundable deposit.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent Living Apartment homes and villa residences for older adults who live independently and want access to community dining, wellness, spiritual, and social amenities on the Mary's Woods campus.
• Assisted Living Residential living with personal-care support services for residents who need help with daily activities while retaining as much independence as possible, delivered on the Mary's Woods campus.
• Memory Care (Caritas House) Specialized residential care for residents living with Alzheimer's disease and other forms of dementia, delivered in a secure, dedicated household setting on the Mary's Woods campus.
• Residential Care Long-term residential care providing assistance with daily living, medication management, and 24-hour staff support within the Mary's Woods campus.
• Priority Waitlist Program A planned-residence enrollment program that gives prospective residents priority access to future independent living, assisted living, memory care, or residential care residency at Mary's Woods.

Quantifiable outcome

• 80% of entrance fee is refundable to resident or estate, providing financial security and peace of mind
• +4 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Greystone CommunitiescoreStrategic or Co-development Partner · 1 January 2017Development partner for the Village neighborhood expansion opened in 2017. Greystone Communities is a senior living development company that helped conceptualize and develop the mixed-use expansion adding independent living, assisted living residences, and retail spaces.
• R&H ConstructioncoreStrategic or Co-development Partner · 1 January 2017General contractor for the Village neighborhood expansion project. R&H Construction built the modern facilities including residential buildings, Dunn Community Center, and retail spaces.
• Ankrom Moisan ArchitectscoreStrategic or Co-development Partner · 1 January 2017Architecture firm for the Village neighborhood, designing the European-inspired residential buildings and community spaces with attention to senior living design principles.
• Providence Primary CarecoreTechnology or IntegrationPhysicians and nurse practitioners located on the Mary’s Woods campus providing primary care services to residents and community members. Part of Providence Health System.
• Providence Medical GroupcoreTechnology or IntegrationMedical group practice operating on Mary’s Woods campus, providing integrated healthcare services for residents.
• Providence Rehabilitation ServicescoreTechnology or IntegrationPhysical therapy services located on campus, working closely with doctors and clinical providers to offer integrated rehabilitation services for residents.
• Ovation Coffee & TeaminorChannel Partner/ Reseller/ DistributorCoffee and tea shop located in the Village neighborhood, offering handcrafted espresso creations, Moroccan mint tea, pastries, sandwiches, and snacks to residents and visitors.
• Annie Nails & SpaminorChannel Partner/ Reseller/ DistributorNail salon located on campus offering top-of-the-line manicures and pedicures, waxing, and facial treatments with flexible scheduling.
• Leading Age OregoncoreStrategic or Co-development PartnerStatewide association of mission-driven organizations dedicated to advancing quality aging services related to housing, health, and community. Mary’s Woods is a proud member.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Willamette View: A nonprofit Life Plan Community in Portland, OR offering independent living, assisted living, memory care, and skilled nursing on a single campus; directly comparable to Mary's Woods in geography, continuum-of-care model, and faith-inspired nonprofit mission.
• Rose Villa: A nonprofit CCRC in Milwaukie (Portland metro), Oregon, offering a full continuum of care on one campus with Type B contracts; directly comparable in mission orientation, Oregon footprint, and entrance-fee life plan structure.
• Mirabella Portland: A nonprofit Life Plan Community in Portland's South Waterfront, providing independent living with assisted living, memory care, and skilled nursing. Directly comparable as an urban Portland CCRC serving affluent seniors.
• Holladay Park Plaza: A nonprofit Life Plan Community in Portland, OR, with a continuum of care and entrance-fee model; comparable as a same-metro, mission-led senior living community sharing Mary's Woods' resident demographic.
• Calaroga Terrace: A nonprofit CCRC in Portland, OR, offering independent, assisted, and nursing care; comparable as a regional nonprofit competitor overlapping Mary's Woods' continuum-of-care and mission positioning.

Regional players

• Cedar Village at Tabor Crest: A faith-inspired nonprofit senior living community in Portland metro; comparable in faith-based positioning and similar geographic market, with a slightly broader mix of senior housing and care options.

Broad incumbents

• Brookdale Senior Living: Largest U.S. operator of senior living communities; comparable in operating model (entrance-fee or rental senior living with care tiers) but as a national for-profit incumbent that competes for the same 62+ demographic in the Portland metro.
• Sunrise Senior Living: National operator of assisted living and memory care communities; comparable in service offerings and resident demographic but as a broader incumbent whose premium assisted living and memory care offerings overlap with Mary's Woods' supported living neighborhoods.
• Atria Senior Living: A large national senior housing operator with a significant portfolio of independent and assisted living communities across the U.S.; comparable as a broader incumbent competing for similar clientele in Portland metro.

Others

• Marquis Companies: Oregon-based family of post-acute rehab, assisted living, and memory care communities; comparable as a regional care provider ecosystem interacting with Marys Woods' continuum (especially rehabilitation and memory care patients), though focused on post-acute rather than life plan.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MarysWoodsLO
• LinkedInlinkedin.com/company/1705173/admin/dashboard
• Instagraminstagram.com/maryswoodslo

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mary’s Woods