2021-02-09T18:12:03-06:00 2020-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2019-07-01 930354176 MORRISON CHILD AND FAMILY SERVICES MORR 5032584200 11035 NE SANDY BOULEVARD PORTLAND OR 972202553 KATHERINE KENNEDY CHIEF FINANCIAL OFFICER 5032584242 2021-02-04 1 TODD D MASSINGER P00075883 5032205900 2019 2022-09-23 18:48:47Z KATHERINE KENNEDY 11035 NE SANDY BOULEVARD PORTLAND OR 972202553 29402140 0 X WWW.MORRISONKIDS.ORG X 1947 OR MORRISON CHILD AND FAMILY SERVICES PROVIDES A COMPREHENSIVE RANGE OF MENTAL HEALTH, SUBSTANCE ABUSE, JUVENILE JUSTICE, AND PREVENTION SERVICES TO COMMUNITIES THROUGHOUT THE GREATER PORTLAND AREA. THE ORGANIZATION'S INNOVATIVE PROGRAMS RESPOND TO CHILDREN AND FAMILIES' HOLISTIC NEEDS TO PARTICIPATE IN PLANNING THEIR OWN TREATMENT, TO RECEIVE SERVICES THAT INTEGRATE WITH THEIR LIVES IN THE COMMUNITY, AND TO BE UNDERSTOOD AS UNIQUE INDIVIDUALS WITH VARYING BACKGROUNDS. 11 11 585 13 0 0 19605587 21005250 8210798 8025723 31243 114711 238790 256456 28086418 29402140 362844 283131 0 0 19760351 21386160 0 0 235765 6813015 6070496 26936210 27739787 1150208 1662353 12807399 18563562 5318262 9422430 7489137 9141132 X FOUNDED IN 1947, MORRISON CHILD AND FAMILY SERVICES (MORRISON) PROVIDES A COMPREHENSIVE RANGE OF MENTAL HEALTH, SUBSTANCE ABUSE, JUVENILE JUSTICE, AND PREVENTION SERVICES TO COMMUNITIES THROUGHOUT THE GREATER PORTLAND AREA. MORRISON'S INNOVATIVE PROGRAMS RESPOND TO CHILDREN AND FAMILIES' HOLISTIC NEEDS TO PARTICIPATE IN PLANNING THEIR OWN TREATMENT, TO RECEIVE SERVICES THAT INTEGRATE WITH THEIR LIVES IN THE COMMUNITY, AND TO BE UNDERSTOOD AS UNIQUE INDIVIDUALS WITH VARYING BACKGROUNDS. 0 0 10168270 5947 7411181 OUTPATIENT: MORRISON CHILD AND FAMILY SERVICES DELIVERS SPECIALIZED OUTPATIENT SERVICES TO CHILDREN, AGES BIRTH THROUGH 21. AT THE CORE OF OUR WORK IS A DEEP RESPECT FOR EACH YOUTH'S UNIQUE STRENGTHS, EXPERIENCES, AND CULTURAL PERSPECTIVES. WE WORK WITH YOUTH AND THEIR SUPPORT SYSTEMS, IDENTIFYING STRENGTHS AND GOALS THAT HELP US CREATE AN INDIVIDUALIZED TREATMENT PLAN FOR THEM. OUR CLINICIANS WORK IN MANY SETTINGS SUCH AS CLINICS, SCHOOLS, AND OTHER COMMUNITY LOCATIONS. 10341605 35 ORR: MORRISON PARTNERS WITH THE OFFICE OF REFUGEE RESETTLEMENT (ORR) WITHIN THE FEDERAL ADMINISTRATION FOR CHILDREN AND FAMILIES - DEPARTMENT OF HEALTH AND HUMAN SERVICES FOR STAFF SECURE, SHELTER, LONG TERM GROUP HOME, AND POST RELEASE AND HOME STUDY SERVICES. WE PROVIDE 24-HOUR RESIDENTIAL CARE WITH A FULL RANGE OF SERVICES, EDUCATIONAL INSTRUCTION, AND VOCATIONAL READINESS. THE PRIMARY GOALS OF OUR ORR PROGRAMS ARE TO PROVIDE THE YOUTH IN OUR CARE WITH A SAFE, SUPPORTIVE, AND CULTURALLY RESPONSIVE ENVIRONMENT AND TO PLACE THEM WITH FAMILY OR SPONSORS. 2014893 30285 94825 SAGE: A RESIDENTIAL PROGRAM FOR ADOLESCENT GIRLS WHO HAVE BEEN COMMERCIALLY SEXUALLY EXPLOITED. WE PROVIDE 24-HOUR RESIDENTIAL CARE WITH A FULL-RANGE OF PHSYCIAL AND MENTAL HEALTH AND/OR SUBSTANCE ABUSE TREATMENT SERVICES, EDUCATIONAL INSTRUCTION, AND VOCATIONAL READINESS. THE PROGRAM PLACES THE FOCUS ON PROVIDING A NURTURING, SAFE, TRAUMA-INFORMED MILIEU THAT WILL ALLOW TREATMENT TO HAPPEN WHEN THE YOUTH ARE READY. 2149564 246864 519718 OTHER PROGRAMS INCLUDE: BREAKTHROUGH, A DAY TREATMENT PROGRAM FOR ADOLESCENT MALES WITH A FOCUS ON ALCOHOL AND DRUG RECOVERY; COUNTERPOINT DAY TREATMENT, WHICH PROVIDES COMPREHENSIVE TREATMENT, SCHOOLING, AND CARE FOR TEENAGE BOYS FOR WHOM SEXUAL ACTING-OUT IS AN ISSUE; COUNTERPOINT OUTPATIENT, WHICH PROVIDES SPECIALIZED SERVICES FOR CHILDREN, YOUTH, AND THEIR FAMILIES FOR WHOM SEXUAL ACTING-OUT IS AN ISSUE; FOSTER CARE AND RESPITE CARE, PROVIDING TIME-LIMITED, TRANSITIONAL, AND THERAPEUTIC HOME CARE FOR CHILDREN AND YOUTH; PROGRAM VALUATION SERVICES; EQUITY, INCLUSION, AND SANCTUARY; AND QUALITY MANAGEMENT SERVICES. 2149564 246864 519718 24674332 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 83 0 1 585 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X KATHERINE KENNEDY 5032584242 11035 NE SANDY BLVD PORTLAND OR 97220 WILL RASMUSSEN BOARD CHAIR 1.00 X X 0 0 0 MARC FOVINCI PAST CHAIR 1.00 X 0 0 0 CHRIS EDMONDS TREASURER 1.00 X X 0 0 0 JANE HOLBROOK SECRETARY 1.00 X X 0 0 0 GEORGE ALEXANDER DIRECTOR 1.00 X 0 0 0 RYAN HARVEY DIRECTOR 1.00 X 0 0 0 KEN HOUSEMAN DIRECTOR 1.00 X 0 0 0 CHRISTINE MOSES DIRECTOR 1.00 X 0 0 0 TIFFANY MCCLEARY DIRECTOR 1.00 X 0 0 0 SARA SLUDER DIRECTOR 1.00 X 0 0 0 JANAE SORENSON DIRECTOR 1.00 X 0 0 0 ANDREW HENRIE-MCWILLIAM CHIEF EXECUTIVE OFFICER 40.00 X 234204 0 7188 PATRICIA DINUCCI CHIEF PEOPLE AND RISK OFFICER 40.00 X 128534 0 4251 DIXIE STEVENS CHIEF OPERATING OFFICER 40.00 X 122074 0 6092 KATHERINE KENNEDY CHIEF FINANCIAL OFFICER 40.00 X 101661 0 5503 SCOTT MONTGOMERY CHIEF ADMINISTRATIVE OFFICER 40.00 X 107341 0 5270 MARK ARCURI VICE PRESIDENT OF IT 40.00 X 134396 0 554 MARGARET MACLEOD VICE PRESIDENT OF QM 40.00 X 100217 0 5326 GAYLE ELY PHYSICIAN 30.00 X 141743 0 5769 KARIN C PIERCE PHYSICIAN 30.00 X 124763 0 5699 1194933 0 45652 9 0 1 0 0 442 19914974 1089834 21005250 MEDICARE/MEDICAID PAYMENTS 624100 7410199 7410199 CLIENT & 3RD PARTY FEES 624100 615524 615524 8025723 109650 109650 5061 0 5061 5061 5061 OTHER INCOME 900099 256456 256456 256456 29402140 8287240 0 109650 283131 283131 794105 149048 602259 42798 17543350 16135267 1281759 126324 60463 58920 1322 221 1331833 1200042 120237 11554 1656409 1472844 168378 15187 26394 14778 11200 416 42021 23527 17831 663 413737 234691 172434 6612 10024 5612 4254 158 875244 808099 54874 12271 616838 514465 99301 3072 2466284 2434157 25540 6587 353315 337718 14379 1218 105271 84863 18701 1707 308278 275428 32343 507 97880 54802 41534 1544 PROCTOR/FOSTER CARE 464522 464522 OTHER EXPENSES 118199 25843 90151 2205 STAFF TRAINING & RECRUI 116109 65008 49269 1832 LICENSES & DUES 56260 31500 23873 887 120 67 51 2 27739787 24674332 2829690 235765 1133155 4491570 1007765 2161451 2314804 2303754 467810 457080 830931 1031985 9915871 4200264 4635126 5715607 2034838 2068194 382970 333921 12807399 18563562 2009905 2609021 909028 1395406 2056412 2003467 208614 198629 3066612 134303 149295 5318262 9422430 X 6627098 7723568 862039 1417564 7489137 9141132 12807399 18563562 1662353 -10358 0 X X 0 1 X 1 1 1 X 18519769 18555879 18339610 19605587 21005250 96026095 18519769 18555879 18339610 19605587 21005250 96026095 96026095 38077 41820 41721 31243 114711 267572 5761 3584 9345 88353 83561 233681 238790 256456 900841 97203853 0.98790 0.98970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133088 1894 134982 126841 6247 133088 400964 -19123 255000 126841 367023 5000 38941 10000 400964 110963 250000 -6060 367023 0.44530 0.55470 0 0 550192 550192 5983202 2361603 3621599 279009 232329 46680 1487594 1337319 150275 1615874 269013 1346861 5715607 DEFERRED RENT 149295 149295 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDE GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS INTEREST, PENALTIES, AND REQUIRED DISCLOSURES. MANAGEMENT DOES NOT BELIEVE MORRISON HAS ANY UNCERTAIN TAX POSITIONS. GENERALLY, THE RETURNS ARE SUBJECT TO EXAMINATION BY THESE TAXING AUTHORITIES FOR THREE YEARS FROM THE FILING OF THE RETURN. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INTEREST OR PENALTIES ASSESSED BY TAXING AUTHORITIES, IF ANY, ARE INCLUDED WITH OPERATING COSTS. MORRISON DID NOT INCUR ANY INTEREST OR PENALTIES ASSESSED BY TAXING AUTHORITIES DURING THE YEAR. 1 ASSISTANCE TO CLIENTS 11418 278729 4402 FMV GIFT CARDS, CLOTHING, HOUSEHOLD ITEMS, AND ENTERTAINMENT TICKETS. X X X X 0 0 0 0 0 0 0 0 0 ANDREW HENRIE-MCWILLIAM CHIEF EXECUTIVE OFFICER 199204 0 35000 0 0 0 2400 0 4788 0 241392 0 0 0 A STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2017-05-26 1600000 REFINANCING OF EXISTING DEBT 0 0 0 B STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2012-12-18 750000 REFINANCING OF EXISTING DEBT 0 0 0 A 725503 725503 52060 1 0 1 1 B 750000 750000 29038 1 0 1 1 A 0 0 1 0 0 0 0 0 B 0 0 1 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND THEN PRESENTED TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE, ONCE SATISFIED AS TO THE COMPLETENESS AND ACCURACY, RECOMMENDS ACCEPTANCE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OUR BOARD MEMBERS ATTEST TO ANY RELATIONSHIPS THAT MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, OUR QUALITY AND COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENSURING ALL PROGRAMS ARE IN CONTRACT AND POLICY COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES REGIONAL NON-PROFIT SALARY STUDIES AS WELL AS INFORMATION OBTAINED FROM FORM 990'S OF LIKE ORGANIZATIONS IN ORDER TO DETERMINE FAIR MARKET PAY FOR THE CHIEF EXECUTIVE OFFICER POSITION. HUMAN RESOURCES PROVIDES THE CHIEF EXECUTIVE OFFICER WITH COMPARABILITY DATA TO REVIEW IN DETERMINING COMPENSATION OF OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MORRISON FOUNDATION 11035 NE SANDY BOULEVARD PORTLAND OR 97220 814453786 SUPPORT ORGANIZATION OR 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 MORRISON FOUNDATION Q 195180 ACTUAL AMOUNT PAID