2015-03-11T16:21:45-05:00 2014-06-30 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2013-07-01 930354176 MORRISON CHILD AND FAMILY SERVICES MORR 5032584200 11035 NE SANDY BOULEVARD PORTLAND OR 97220 THOMAS B SLICK CHIEF FINANCIAL OFFICER 5032334356 2015-03-11 YEE LEE MCGEE P01294356 5032222515 2015-03-11 2013 2016-02-25 16:41:14Z ANDREW MCWILLIAMS 11035 NE SANDY BOULEVARD PORTLAND OR 97220 23741457 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. 15 15 562 78 0 0 13580013 14145755 8490312 9338797 25310 29297 77179 202188 22172814 23716037 629732 807858 0 0 14637237 15072656 0 0 352258 6734149 7053427 22001118 22933941 171696 782096 9271677 10299581 4761563 4810650 4510114 5488931 X TO PROVIDE QUALITY COMPREHENSIVE SOCIAL, MENTAL HEALTH, AND EDUCATIONAL SERVICES THAT STRENGTHEN THE FAMILY, AND TO ESTABLISH EFFECTIVE PARTNERSHIPS THAT PROMOTE COMMUNITY RESPONSIBILITY FOR CHILDREN AND FAMILIES. 0 0 6884387 15314 6141245 OUTPATIENT SERVICES: 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 THE COMPLEXITY OF HUMAN NATURE AND HUMAN NEEDS - WE GUIDE CHILDREN AND THEIR FAMILIES THROUGH DIFFICULT ISSUES BY CREATING TAILORED TREATMENT PLANS TO ADDRESS INDIVIDUAL NEEDS AND CULTURAL BACKGROUNDS. OUR PROGRAMS RECOGNIZE AND RESPECT CULTURAL DIFFERENCES AND SUPPORT THE GROWTH OF CHILDREN AND ADOLESCENTS SO THAT THEIR ABILITY TO SUCCEED IN SCHOOL AND IN LIFE IS ENHANCED. OUR CLINICIANS WORK IN MANY SETTINGS SUCH AS CLINICS, SCHOOLS AND OTHER COMMUNITY LOCATIONS. 3229295 34918 2450679 HAND-IN-HAND: HAND-IN-HAND PSYCHIATRIC DAY TREATMENT SERVES UP TO 22 CHILDREN BETWEEN THE AGES OF 3 AND 8 WHO HAVE BEEN SEVERELY ABUSED AND NEGLECTED. DAY TREATMENT SERVICES ARE PROVIDED YEAR ROUND, FOUR HOURS PER DAY FOR EACH CHILD. THE DAY TREATMENT MILIEU IS STAFFED BY AN INTERDISCIPLINARY TEAM, THAT PROVIDES THERAPEUTIC ACTIVITIES INTEGRATED WITH PORTLAND PUBLIC SCHOOL DARTS PROGRAM EDUCATIONAL SERVICES. OTHER ANCILLARY SERVICES SUCH AS COMMUNITY BASED SKILL DEVELOPMENT, SPEECH AND LANGUAGE AND OCCUPATIONAL THERAPY SERVICES MAY BE MADE AVAILABLE BASED ON EACH CHILD'S PARTICULAR NEEDS. HAND-IN-HAND THERAPEUTIC FOSTER CARE PROVIDES TIME-LIMITED, TRANSITIONAL, AND THERAPEUTIC HOME CARE FOR CHILDREN AND YOUTH. PLANNED CRISIS RESPITE CARE PROVIDES A SAFE AND SUPPORTIVE HOME FOR YOUTH COPING WITH A SIGNIFICANT MENTAL HEALTH DISORDER. THE PROGRAM SERVES YOUTH BETWEEN AGES 2 AND 17 WHO HAVE AN OREGON HEALTH PLAN (OHP)-COVERED DIAGNOSIS. 5519683 714328 MORRISON PARTNERS WITH THE DIVISION OF CHILDREN'S SERVICES (DCS), WITHIN THE OFFICE OF REFUGEE RESETTLEMENT (ORR), AS WELL AS LUTHERAN IMMIGRATION AND REFUGEE SERVICES FOR THE FOLLOWING 4 PROGRAMS:SECURE (SENDEROS): LOCATED IN THE MULTNOMAH COUNTY JUVENILE JUSTICE COMPLEX. PROVIDES THE HIGHEST LEVEL OF SECURITY AND SERVES ADJUDICATED ADOLESCENT BOYS BETWEEN THE AGES OF 13-17 WITH HIGH LEVEL BEHAVIORAL ISSUES. STAFF-SECURE (PASO): LOCATED AT THE MT. SCOTT BUILDING. PROVIDES A MEDIUM LEVEL OF SECURITY AND SERVES ADJUDICATED ADOLESCENT BOYS BETWEEN THE AGES OF 13-17 WITH MEDIUM LEVEL BEHAVIORAL ISSUES.SHELTER PROGRAM: LOCATED AT THE MT. SCOTT BUILDING. GROUP HOME TYPE SETTING, SERVING ADOLESCENT BOYS BETWEEN THE AGES OF 13-17 WITH NO ADJUDICATIONS, LOW LEVEL OF BEHAVIORAL ISSUES.FOSTER CARE PROGRAM (MICASA): LOCATED AT THE HAND-IN-HAND SITE. INCLUDES FOSTER CARE HOMES WITH CLASSROOM SETTING, SERVING BOYS AND GIRLS AGES 4-14. 1842078 8983 350978 ROSEMONT: ROSEMONT TREATMENT CENTER & SCHOOL IS THE LARGEST SECURE RESIDENTIAL TREATMENT CENTER FOR ADOLESCENT GIRLS IN THE PACIFIC NORTHWEST. THE PROGRAM IS A LEADER IN SERVING TROUBLED GIRLS, HELPING THEM REBUILD THEIR SELF-ESTEEM AND BECOME EQUIPPED FOR HEALTH AND SUCCESS. A 26-BED FACILITY IS STAFFED 24 HOURS A DAY. IT CONTAINS A LIVING UNIT, CAFETERIA, AN ACCREDITED SCHOOL, A LIBRARY, A TEEN HEALTH CLINIC, AN OUTDOOR RECREATION FIELD, AND A COVERED RECREATION AREA. THE THERAPEUTIC MILIEU AND SERVICES HELP CLIENTS DEAL WITH COMBINED MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS. THE TREATMENT PHILOSOPHY IS DIALECTICAL BEHAVIOR THERAPY (DBT). DBT UTILIZES BOTH VALIDATION AND BEHAVIOR THERAPY/CHANGE TECHNIQUES TO REDUCE CLIENT'S PROBLEMS. ROSEMONT FOSTERS AN ENVIRONMENT OF POSITIVE CHANGE, EMPHASIZING CHOICE, RESPONSIBILITY, AND SELF-MANAGEMENT.BE OU 1037663 20448 339538 BREAKTHROUGH: BREAKTHROUGH IS A DAY TREATMENT PROGRAM FOR YOUTH WITH A FOCUS ON ALCOHOL AND DRUG RECOVERY. YOUTH ATTEND SCHOOL ON-SITE AND RECEIVE INDIVIDUAL, FAMILY, AND GROUP COUNSELING TO WORK THROUGH ADDICTION AND BEHAVIOR ISSUES. THE PROGRAM IS DESIGNED TO HELP YOUTH SUCCESSFULLY RETURN TO THEIR FAMILIES AND/OR COMMUNITIES. THE PROGRAM IS COMPREHENSIVE AND INTENSE, LASTING FROM SIX TO NINE MONTHS. YOUTH LIVE WITH THERAPEUTIC FOSTER PARENTS WHO ARE RECRUITED AND TRAINED TO WORK SPECIFICALLY WITH BREAKTHROUGH YOUTH AND WHO FUNCTION AS MEMBERS OF THE TREATMENT TEAM. 1238890 13568 6838 COUNTERPOINT: COUNTERPOINT DAY TREATMENT PROGRAM PROVIDES COMPREHENSIVE TREATMENT, SCHOOLING, AND CARE FOR TEENAGE BOYS FOR WHOM SEXUAL ACTING OUT IS AN ISSUE. YOUTH ARE IN SERVICES WHICH INCLUDE TREATMENT AND EDUCATION FROM MONDAY THROUGH FRIDAY, APPROXIMATELY 8:30 TO 4:30. THEY LIVE WITH THEIR PROCTOR PARENTS WHO TRANSPORT THEM TO AND FROM THE PROGRAM. TREATMENT MODALITIES INCLUDE INDIVIDUAL, FAMILY, AND GROUP ACTIVITIES THAT ADDRESS THE SEXUALLY INAPPROPRIATE BEHAVIORS, ALONG WITH THE CLIENT'S OWN HISTORY OF TRAUMA AS WELL AS HELP DEVELOPING APPROPRIATE SOCIAL SKILLS. THE ON-SITE SCHOOL ALLOWS YOUTH TO WORK AT THEIR OWN SKILL(S) LEVEL AND EARN SCHOOL CREDITS. BIOLOGICAL FAMILY'S INVOLVEMENT IS ENCOURAGED THROUGHOUT THE TREATMENT PROCESS. PROCTOR PARENTS ARE KEY FOR YOUTH SUCCESS; PROCTOR FAMILIES WORK CLOSELY WITH THE PROGRAM TO PROVIDE SAFETY AND NURTURING CARE WHICH SUPPORTS TREATMENT GOALS. SUCCESS OF COUNTERPOINT YOUTH IS WELL-DOCUMENTED BY PROGRAM EVALUATION STUDIES AND INCLUDES SIGNIFICANT REDUCTION IN RECIDIVISM. 680054 299 49519 OTHER PROGRAM SERVICES: MORRISON FOUNDED THE MORRISON INSTITUTE TO CONDUCT AN ANNUAL NATIONWIDE CONFERENCE ON BEHAVIORAL HEALTH ISSUES. MORRISON ALSO PROVIDES PROGRAM EVALUATION, DIVERSITY AND INCLUSION, AND QUALITY MANAGEMENT SERVICES. 4798685 43298 746873 20432050 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 83 0 562 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 1 1 1 0 0 OR X THE ORGANIZATION 5032584200 11035 NE SANDY BLVD PORTLAND OR 97220 JOHNELL BELL DIRECTOR 1.00 X 0 0 0 KAROL COLLYMORE DIRECTOR 1.00 X 0 0 0 MARK FIGUEROA DIRECTOR 1.00 X 0 0 0 REGINA FRIEDEN DIRECTOR 1.00 X 0 0 0 ERIK LALLUM DIRECTOR 1.00 X 0 0 0 LYNN PASTORIUS DIRECTOR 1.00 X 0 0 0 CHRISTEN PICOT DIRECTOR 1.00 X 0 0 0 WILL RASMUSSEN DIRECTOR 1.00 X 0 0 0 SCOTT TERRALL DIRECTOR 1.00 X 0 0 0 DAVID THOMPSON DIRECTOR 1.00 X 0 0 0 ALAN VANDEHEY DIRECTOR 1.00 X 0 0 0 TODD LINDSEY CHAIR 1.00 X X 0 0 0 MARC FOVINCI TREASURER 1.00 X X 0 0 0 CAROLINE GUEST SECRETARY 1.00 X X 0 0 0 JANE HOLBROOK LEGISLATIVE LIASON 1.00 X 0 0 0 ANDREW MCWILLIAMS CHIEF EXECUTIVE OFFICER 40.00 X 132744 0 6619 THOMAS B SLICK CHIEF FINANCIAL OFFICER 40.00 X 115092 0 4437 247836 0 11056 2 0 0 0 KIRK WOLFE MD 29 AQUINAS ST LAKE OSWEGO OR 97035 PSYCHIATRIC COUNSELING 203985 EDWARD STANFORD MD 9900 SW WILSHIRE ST PORTLAND OR 97235 PSYCHIATRIC COUNSELING 183938 BARBARA BAKER MD 9023 NW BENSON ST PORTLAND OR 97229 PSYCHIATRIC COUNSELING 117281 3 3455 152405 11271459 2718436 30971 14145755 MEDICARE/MEDICAID PYMTS 624100 8445310 8445310 CLIENT & 3RD PARTY FEES 624100 843968 843968 INSTITUTE TUITION 515100 49519 49519 9338797 29297 29297 4540 152405 25420 -20880 -20880 OTHER INCOME 900099 223068 223068 223068 23716037 9338797 0 231485 X 807858 807858 289089 10200 210778 68111 12463573 11142214 1132369 188990 1087934 982626 90542 14766 1232060 1097685 112913 21462 49645 40905 8601 139 41944 4700 37244 2323865 2087922 229692 6251 11456 781 3216 7459 620039 541361 58822 19856 192927 155603 29690 7634 1022810 974636 38629 9545 231357 218301 11513 1543 46122 42185 3937 96982 28730 66475 1777 397834 355455 39986 2393 72603 67482 4216 905 PROCTOR/FOSTER CARE 1301964 1301964 CLIENT FOOD 393960 393960 STAFF TRAIN, RECRUIT. & 131110 88794 41466 850 LICENSE & DUES 70826 49706 21120 47983 38982 8424 577 22933941 20432050 2149633 352258 253825 509226 111247 1151604 1971528 1769402 793233 708836 250401 213869 8114842 3738834 4546006 4376008 1345437 1570636 9271677 10299581 2055935 2027837 116055 336513 1236667 1202070 1352906 1244230 4761563 4810650 X 3282891 3623903 1167109 1804914 60114 60114 4510114 5488931 9271677 10299581 782096 196721 0 X 0 1 X 1 1 1 X 10290745 11171044 11944407 13580013 14145755 61131964 10290745 11171044 11944407 13580013 14145755 61131964 61131964 20765 34754 48683 23460 29297 156959 122257 202506 199906 79544 223068 827281 62116204 42769250 0.98420 0.98480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME 827281 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87831 21862 109693 1017408 11575 941152 87831 1263968 3050 390 250000 1017408 978185 81760 204113 1263968 929145 1000 48040 978185 0.54800 0.45200 0 0 550192 550192 4352385 1651682 2700703 940877 528438 412439 1209423 884652 324771 1061965 674062 387903 4376008 23914733 196721 1975 198696 23716037 0 23716037 22935916 1975 1975 22933941 0 22933941 PART V, LINE 4: THE ORGANIZATION'S DONOR RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE ORGANIZATION'S PROGRAMS. SILVER LINING LUNCHEON 142780 142780 4722 10544 3461 TASTE 14165 9625 4540 4340 2353 156945 152405 4540 4722 14884 5814 25420 -20880 1 ASSISTANCE TO CLIENTS 4918 2354 805504 FMV CLOTHING, MEDICAL/DENTAL SERVICES, TRANSPORTATION, EDUCATION/TRAINING, RECREATION, AND SUPPLIES. PART I, LINE 2: ASSISTANCE IS PROVIDED TO CURRENT CLIENTS OF THE ORGANIZATION'S PROGRAMS. A STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2008-12-22 553526 REFINANCING OF EXISTING DEBT 0 0 0 B STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2012-12-08 750000 REFINANCING OF EXISTING DEBT 0 0 0 A 42598 553526 11070 542456 0 0 1 1 B 750000 750000 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 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 0 B 0 X 153 THRIFT STORE VALUE X 20557 THRIFT STORE VALUE X 15 1095 FAIR MARKET VALUE X GIFT CARDS 70 9166 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY THE CFO. THE FORM 990 IS THEN FORWARDED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND EMPLOYEES ARE ROUTINELY MADE AWARE OF THE POLICY. CONFLICTS ARE FIRST ADDRESSED BY THE EXECUTIVE LEADERSHIP AND IF NECESSARY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF THE CEO INCLUDING A REVIEW OF COMPARABILITY DATA. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE BOARD MINUTES. HUMAN RESOURCES PROVIDES THE CEO 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 IX, LINE 11G PHYSICIANS & CLINICIANS: PROGRAM SERVICE EXPENSES 735,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 735,109. PAYROLL & EMPLOYEE BENEFIT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 176,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,247. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,352,813. MANAGEMENT AND GENERAL EXPENSES 53,445. FUNDRAISING EXPENSES 6,251. TOTAL EXPENSES 1,412,509. FOSTER CARE NETWORK INC 424 NE 22ND AVENUE PORTLAND OR 97232 270007290 RECRUIT, SUPPORT, TRAIN FOSTER FAMILIES OR 501(C)(3) 11A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0