2018-08-01T19:32:19-05:00 2017-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2016-10-01 930386791 THE BOYS & GIRLS AID SOCIETY OF OREGON BOYS 5032229661 9320 SW BARBUR BLVD SUITE 200 PORTLAND OR 97219 SUZAN HUNTINGTON PRESIDENT AND CEO 5032229661 2018-07-30 1 ROBERT M PRILL P00236613 5032205900 2016 2022-09-23 18:48:47Z X BOYS & GIRLS AID SUZAN HUNTINGTON 9320 SW BARBUR BLVD SUITE 200 PORTLAND OR 97219 5660059 0 X WWW.BOYSANDGIRLSAID.ORG X 1885 OR TO IMPACT THE WELL BEING OF CHILDREN IN NEED. 15 15 157 200 0 0 1264373 1553687 3021660 3578248 488733 205711 431 -32349 4775197 5305297 438218 513002 0 0 3609876 3833671 0 0 335646 1113282 1243448 5161376 5590121 -386179 -284824 8527315 9748588 431757 1845237 8095558 7903351 TO IMPACT THE WELL BEING OF CHILDREN IN NEED. 0 0 2977539 453829 2264959 SAFE HOUSING PROGRAMS PROVIDE COMPREHENSIVE SUPPORT TO YOUTH IN NEED AND ACCESS TO SHELTER SERVICES IS AVAILABLE 24/7 IN FOSTER HOMES AND FACILITY BASED CARE. THE TIME A YOUTH MAY BE IN SHELTER CARE RANGES FROM OVERNIGHT TO NINE MONTHS. STABILIZATION AND EVALUATION SERVICES ARE PROVIDED FOR YOUTH WHO ARE MENTALLY OR EMOTIONALLY DISTURBED, DELINQUENT, AND/OR HOMELESS. IN ADDITION, THE AGENCY HAS PROGRAMS THAT PROVIDE TRANSITIONAL LIVING SERVICES UP TO 24 MONTHS. ALL SERVICES PROVIDE SAFE LIVING ENVIRONMENTS AND FOCUS ON BUILDING SELF-ESTEEM, IMPROVING BEHAVIOR, COMMUNICATION AND INTERACTION SKILLS, ADDRESSING INDIVIDUAL TREATMENT ISSUES, AND DEVELOPMENT OF LIFE SKILLS FOR FUTURE SUCCESS. 1274004 59173 1313289 PERMANENT FAMILIES SERVICES INCLUDE BIRTH PARENT COUNSELING, FAMILY HOME STUDIES, SPECIALIZED TRAINING FOR PROSPECTIVE ADOPTIVE FAMILIES, INFANT AND SPECIAL NEEDS PLACEMENTS, POST ADOPTION SERVICES, AND RECRUITMENT OF PERMANENT FAMILIES FOR CHILDREN WAITING IN FOSTER CARE. THE CORE SERVICES CONSIST OF PROVIDING COMPREHENSIVE COUNSELING SERVICES TO BIRTH PARENTS AND THEIR FAMILIES REGARDING THE EMOTIONAL AND LEGAL IMPLICATIONS OF ADOPTION. THE AGENCY IS ALSO A LEADING MEMBER OF THE SPECIAL NEEDS ADOPTION COALITION (SNAC), WHICH IS A COALITION OF STATE AND PRIVATE ORGANIZATIONS DESIGNED TO FIND PERMANENT PLACEMENTS FOR SPECIAL NEEDS CHILDREN. 4251543 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 157 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OR X SUZAN HUNTINGTON 5032229661 9320 SW BARBUR BLVD SUITE 200 PORTLAND OR 97219 JIM HARBOLT BOARD DEVELOPMENT CHAIR 1.00 X X 0 0 0 GABE NACHAND BOARD CHAIR 1.00 X X 0 0 0 DAWN MCMASTER VICE CHAIR 1.00 X X 0 0 0 RON FARNSWORTH ADMIN & FINANCE CHAIR 1.00 X X 0 0 0 KEVIN BIRCHARD MEMBER 1.00 X 0 0 0 ROBERT HANSEN MEMBER 1.00 X 0 0 0 EVERETT JACK JR MEMBER 1.00 X 0 0 0 DONALD KLOTTER MEMBER 1.00 X 0 0 0 JAIME SHULMAN MEMBER 1.00 X 0 0 0 JASON WAXMAN MEMBER 1.00 X 0 0 0 FERGAL DONOHER GENERAL MEMBERSHIP CHAIR 1.00 X 0 0 0 LIBBY HARTUNG MEMBER 1.00 X 0 0 0 SANDY LEONG MEMBER 1.00 X 0 0 0 LARA LYONS MEMBER 1.00 X 0 0 0 AREN QUAINTANCE MEMBER 1.00 X 0 0 0 PATTY MCINTYRE FORMER CFO 40.00 X 106086 0 0 SUZAN HUNTINGTON PRESIDENT & CEO 40.00 X 138517 0 5730 VERA STOULIL VP OF OPERATIONS 40.00 X 103648 0 4205 348251 0 9935 3 0 0 0 0 306369 1247318 1553687 PERMANENT FAMILIES 624100 3015663 3015663 SAFE HOUSING 624100 562585 562585 3578248 57949 57949 400000 252238 147762 147762 147762 62780 306369 102524 -39744 -39744 OTHER REVENUE 900099 7395 7395 7395 5305297 3578248 0 173362 513002 513002 308691 125004 119276 64411 2821755 2180886 481899 158970 43699 38609 4752 338 369486 281706 74712 13068 290040 223274 47498 19268 170771 54213 110712 5846 42728 4595 19609 18524 32961 16697 8006 8258 301297 255406 38326 7565 139613 124054 11110 4449 634 634 174208 158591 11430 4187 93847 84858 6647 2342 COMMUNICATIONS & TECH 147485 88574 47520 11391 OTHER EXPENSES 106208 69255 20169 16784 VEHICLE EXPENSE 33696 32819 632 245 5590121 4251543 1002932 335646 295875 72462 10506 10507 7500 65000 467123 645410 73014 96831 6752699 2675063 4188080 4077636 2433425 3671209 1051792 1109533 8527315 9748588 340223 370680 53956 1443254 11504 6194 26074 25109 431757 1845237 X 4843487 4413382 510786 595684 2741285 2894285 8095558 7903351 8527315 9748588 X -284824 33911 58706 X 0 1 X 1 0 X 1149961 1050847 1262428 1264373 1553687 6281296 1149961 1050847 1262428 1264373 1553687 6281296 289789 5991507 89858 84688 62715 70665 57949 365875 2269 2269 5846 12292 11735 7395 37268 6686708 15650287 0.89600 0.88050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5590121 5590121 429506 107377 0 0 432334 410907 408069 429506 1680816 2521224 108084 102727 102017 107377 420205 630308 2741285 100000 230204 93771 2977718 2708285 168050 135050 2741285 3235332 -127888 399159 2708285 3145933 234856 145457 3235332 4317317 555913 1727297 3145933 0.00000 0.97000 0.03000 1 0 1177793 1177793 4615038 1870248 2744790 803755 666041 137714 156113 138774 17339 4077636 INTEREST IN PERPETUAL TRUSTS 990000 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 57045 ASSETS HELD IN CHARITABLE GIFT ANNUITIES 62488 1109533 LIABILITY UNDER CHARITABLE GIFT ANNUITIES 25109 25109 X 5397914 33911 58706 92617 5305297 0 5305297 5590121 0 5590121 0 5590121 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO FURTHER FUND THE ORGANIZATION'S MISSION. PART X, LINE 2: MANAGEMENT DOES NOT BELEIVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST 53,000. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 5,551. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 155. GALA OF TREES 139094 128494 10600 19918 21965 20047 5325 FOSTERING FUTURES 157955 157955 8698 8906 1 72100 19920 52180 860 12344 4461 369149 306369 62780 19918 31523 41297 9786 102524 -39744 1 RESIDENTIAL CARE 133 283479 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION SPECIFIC ASSISTANCE 501 229523 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION PART I, LINE 2: BOYS AND GIRLS AID PROVIDES ASSISTANCE TO CLIENTS FOR BASIC NEEDS SUCH AS FOOD, CLOTHING AND SHELTER. ASSISTANCE IS PROVIDED BASED ON NEED, AVAILABILITY, AND PROGRAM QUALIFICATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AND CFO REVIEW THE DRAFT FORM 990. THE FINAL DRAFT IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES AS DECRIBED IN THE CONFLICT OF INTEREST POLICY THAT THEY HAVE SIGNED. THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF IT IS INDICATED THAT THERE IS A CONFLICT, THE STEPS IN THE CONFLICT OF INTEREST POLICY WILL BE FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND CEO IS SET BY THE PERFORMANCE ASSESSMENT COMMITTEE AND IS BASED ON PERFORMANCE AND COMPARABLE DATA OF OTHER ORGANIZATIONS. COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS. ANNUALLY THE PRESIDENT AND CEO SETS THE COMPENSATION OF OTHER EMPLOYEES BASED ON COMPARABLE DATA, THE ANNUAL BUDGET, AND BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 155. CHANGE IN VALUE OF PERPETUAL TRUSTS 53,000. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 5,551.