2014-04-03T15:12:46-05:00 2013-06-30 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2012-07-01 930354176 MORRISON CHILD AND FAMILY SERVICES MORR 5032584200 11035 NE SANDY BOULEVARD PORTLAND OR 97220 THOMAS B SLICK 5032334356 2014-03-26 GARY MCGEE P00743279 5032222515 2012 2015-11-30 17:44:51Z ANDREW MCWILLIAMS 11035 NE SANDY BOULEVARD PORTLAND OR 97220 22184214 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. 10 10 562 106 0 0 11944407 13580013 8769401 8490312 620 25310 207408 77179 20921836 22172814 402241 629732 0 0 13871851 14637237 0 0 298988 6667025 6734149 20941117 22001118 -19281 171696 8471061 9271677 4451952 4761563 4019109 4510114 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. 1 0 6130496 9641 5079012 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. 3551540 24172 2431613 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. 4940502 541971 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. 2088704 14520 488043 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. 1129379 13753 409644 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 LIFE WITH THERAPEUTIC FOSTER PARENTS WHO ARE RECRUITED AND TRAINED TO WORK SPECIFICALLY WITH BREAKTHROUGH YOUTH AND WHO FUNCTION AS MEMBERS OF THE TREATMENT TEAM. 1359082 12722 7630 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. 434684 12953 74370 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. 5011849 53948 979687 19634387 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 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 72 0 562 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 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 GEORGE ALEXANDER 1.00 X 0 0 0 MARC FOVINCI 1.00 X 0 0 0 CAROLINE GUEST 1.00 X 0 0 0 LYNN PASTORIUS 1.00 X 0 0 0 SCOTT TERALL 1.00 X 0 0 0 KERRY TYMCHUK 1.00 X 0 0 0 ALAN VANDEHEY 1.00 X 0 0 0 PATRICIA J SCHMITT 1.00 X X 0 0 0 TODD LINDSEY 1.00 X X 0 0 0 RUTH BEYER 1.00 X X 0 0 0 TIA GRAY STECHER 40.00 X 175346 0 5226 THOMAS B SLICK 40.00 X 112398 0 4735 ANDREW MCWILLIAMS 40.00 X 127002 0 4701 414746 0 14662 3 0 1 0 KIRK WOLFE MD 29 AQUINAS ST LAKE OSWEGO OR 97035 PSYCHIATRIC COUNSELING 260693 TEAM CONSTRUCTION LLP 4201 NE 66TH AVE SUITE 105 VANCOUVER WA 98661 PROPERTY CONSTRUCTION 237916 EDWARD STANFORD MD 9900 SW WILSHIRE ST PORTLAND OR 97235 PSYCHIATRIC COUNSELING 141413 BARBARA BAKER MD 9023 NW BENSON ST PORTLAND OR 97229 PSYCHIATRIC COUNSELING 108675 4 6999 82315 11148736 2341963 48394 13580013 MEDICARE/MEDICAID PYMTS 624100 6951900 6951900 CLIENT & 3RD PARTY FEES 624100 1464042 1464042 INSTITUTE TUITION 515100 74370 74370 8490312 23460 23460 1850 0 1850 1850 1850 9035 82315 11400 -2365 -2365 OTHER INCOME 900099 79544 79544 79544 22172814 8490312 0 102489 629732 629732 467116 127973 329158 9985 11889626 10752151 953731 183744 1184527 1087863 80439 16225 1095968 979070 101868 15030 52408 46437 5651 320 40057 4500 35557 2053431 1837578 209051 6802 5701 3074 2627 740439 667515 45914 27010 150210 116139 23542 10529 856206 798570 49985 7651 200213 187922 11178 1113 49333 44811 4522 127401 37396 88072 1933 333465 292937 37775 2753 69894 65022 4107 765 PROCTOR/FOSTER CARE 1219608 1219608 CLIENT FOOD 367481 367481 OTHER 231825 217345 12859 1621 STAFF TRAIN, RECRUIT. & 147488 95867 47852 3769 88989 58470 23408 7111 22001118 19634387 2067743 298988 449353 253825 250592 111247 1531276 1971528 899452 793233 219080 250401 8253091 3707085 3980404 4546006 1140904 1345437 8471061 9271677 1747057 2055935 79608 116055 510928 1236667 2114359 1352906 4451952 4761563 X 3276702 3282891 682293 1167109 60114 60114 4019109 4510114 8471061 9271677 171696 103102 216207 0 X 0 1 X 1 1 1 X 10029863 10290745 11171044 11944407 13580013 57016072 10029863 10290745 11171044 11944407 13580013 57016072 57016072 34712 20765 34754 48683 23460 162374 115852 122257 202506 199906 79544 720065 57898511 40484659 0.98480 0.98310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME 720065 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1017408 11575 941152 87831 1263968 3050 390 250000 1017408 978185 81760 204113 1263968 929145 1000 48040 978185 1049212 27500 -147567 929145 0.00000 0.68440 0.31560 0 0 550192 550192 4502730 1525595 2977135 730196 465718 264478 1501702 1126942 374760 968271 588830 379441 4546006 22520405 103102 251515 354617 22165788 7026 7026 22172814 22029400 35308 35308 21994092 7026 7026 22001118 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: DURING THE YEAR-ENDED JUNE 30, 2013, THE BOARD OF DIRECTORS TRANSFERRED THE QUASI-ENDOWMENT FUNDS TOTALING $941,152 INTO A BOARD DESIGNATED RESERVE FUND. THE ORGANIZATION'S DONOR RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE ORGANIZATION'S PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES IN THE FINANCIAL STATEMENTS 7,026. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES IN THE FINANCIAL STATEMENTS 7,026. TASTE 91350 82315 9035 8370 281 2749 91350 82315 9035 8370 281 2749 11400 -2365 1 ASSISTANCE TO CLIENTS 1984 4810 624922 FMV CLOTHING, MEDICAL/DENTAL SERVICES, TRANSPORTATION, EDUCATION/TRAINING, RECREATION, AND SUPPLIES. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ASSISTANCE IS PROVIDED TO CURRENT CLIENTS OF THE ORGANIZATION'S PROGRAMS. X X X X 0 0 0 0 0 0 0 1 0 TIA GRAY STECHER 161346 0 14000 0 0 0 0 0 5226 0 180572 0 0 0 PART I, LINE 7 THE CEO RECEIVED A ONE-TIME PERFORMANCE BONUS OF $14,000. 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 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 X 821 THRIFT STORE VALUE X 23501 THRIFT STORE VALUE X 2 12097 QUOTED PRICES X 3 116 FAIR MARKET VALUE X GIFT CARDS 51 5432 FAIR MARKET VALUE X FURN. & EQUIP. 7 2709 FAIR MARKET VALUE X RECREATION SUPPLIES & GAMES 12 3208 FAIR MARKET VALUE X OFFICE SUPPLIES 1 510 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 CONTRACT WITH LUTHERAN FAMILY SERVICE TO PROVIDE SHELTER GROUP CARE AND TRANSITIONAL FOSTER CARE WELFARE PROGRAM TO UNACCOMPANIED CHILDREN IN OFFICE OF REFUGEE RESETTLEMENT CUSTODY. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY AN INDEPENDENT CPA AND REVIWED 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. ARRAS INC 9911 SE MT SCOTT BLVD PORTLAND OR 97232 931190081 SUPPORT OR 501(C)(3) 11A N/A 0 THE 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