2013-08-08T12:41:19-05:00 2012-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2011-10-01 930386791 THE BOYS & GIRLS AID SOCIETY OF OREGON BOYS 5032229961 018 SW BOUNDARY CT PORTLAND OR 972393939 MICHAEL BALTER 5032229961 2013-08-08 1 ROBERT M PRILL P00236613 5032205900 2011 2016-02-24 21:20:13Z MICHAEL BALTER 018 SW BOUNDARY CT PORTLAND OR 972393939 6863811 0 X WWW.BOYSANDGIRLSAID.ORG X 1885 OR TO IMPACT THE WELL BEING OF CHILDREN IN NEED. 16 15 154 391 0 0 3111087 2623008 3392449 3267043 117668 37708 -92909 -137522 6528295 5790237 566378 585310 0 0 3613686 3841858 0 0 576977 1416634 1385493 5596698 5812661 931597 -22424 12074397 12605083 1707687 1516838 10366710 11088245 TO IMPACT THE WELL BEING OF CHILDREN IN NEED. 0 0 1139885 99540 951301 PERMANENT FAMILIES PROGRAMS 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. 3407994 485770 2315742 SAFE HOUSING PROGRAMS PROVIDE COMPREHENSIVE SUPPORT SERVICES 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 9 MONTHS. STABILIZATION AND EVALUATION SERVICES ARE PROVIDED FOR YOUTH WHO HAVE EXPERIENCED DISRUPTED ATTACHMENTS WITH PRIMARY CAREGIVERS, BEEN ABUSED AND NEGLECTED, AND ARE EXPERIENCING GRIEF AND LOSS. IN ADDITION, WE HAVE PROGRAMS THAT PROVIDE TRANSITIONAL LIVING SERVICES UP TO TWENTY-FOUR MONTHS. ALL SERVICES PROVIDE SAFE LIVING ENVIRONMENTS AND FOCUS ON BUILDING SELF-ESTEEM, PROCESSING GRIEF AND LOSS, COMMUNICATION AND INTERACTION SKILLS, ADDRESSING INDIVIDUAL TREATMENT ISSUES, AND DEVELOPMENT OF LIFE SKILLS FOR FUTURE SUCCESS. 4547879 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 1 0 0 0 0 0 0 0 0 0 1 60 0 1 154 1 0 0 0 0 0 1 1 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X DAN GERRONE 5032229661 018 SW BOUNDARY COURT PORTLAND OR 972393939 B GABE NACHAND 1.00 X X 0 0 0 KENT J HOLCE 1.00 X X 0 0 0 JIM HARBOLT 1.00 X X 0 0 0 LIBBY HARTUNG 1.00 X X 0 0 0 TOM SZAMBELAN 1.00 X X 0 0 0 DAWN MCMASTER 1.00 X 0 0 0 DEANA FRERES 1.00 X 0 0 0 DON KLOTTER 1.00 X 0 0 0 EVERETT JACK JR 1.00 X 0 0 0 GAYLYN SHER-JAN 1.00 X 0 0 0 JENNIFER KINKADE 1.00 X 0 0 0 KRIS GORRIARAN 1.00 X X 0 0 0 MIKE NYLAND 1.00 X 0 0 0 ORLANDO MEDINA 1.00 X 0 0 0 MIKE BALTER 40.00 X X 117922 0 18031 RONALD FARNSWORTH 1.00 X 0 0 0 STACEY HENRIQUEZ 40.00 X 78388 0 9560 DANIEL GERRONE 40.00 X 0 0 0 196310 0 27591 1 0 0 0 0 290983 315000 2017025 434761 2623008 SAFE HOUSING 624100 2315742 2315742 PERMANENT FAMILIES 624100 951301 951301 3267043 93755 93755 300000 321200 277849 399398 22151 -78198 -56047 -56047 258805 290983 396327 -137522 -137522 5790237 3267043 0 -99814 585310 585310 202837 182198 20639 2957149 2255245 387024 314880 32295 27783 1104 3408 288640 224896 33593 30151 360937 260047 62620 38270 158766 61699 74343 22724 110576 80150 1519 28907 161166 74569 38935 47662 295145 184344 109336 1465 51260 37627 7397 6236 91831 85791 6040 136204 125425 3883 6896 82724 42441 38958 1325 COMMUNICATIONS & TECH 115039 56709 56774 1556 OTHER EXPENSES 90627 61620 20730 8277 VEHICLE EXPENSE 81777 73596 5906 2275 BAD DEBT EXPENSE 10378 0 0 10378 310627 -342555 31928 5812661 4547879 687805 576977 214536 394800 1846670 908727 406781 493607 75770 68344 6539670 2032832 3833722 4506838 4335225 5129281 1361693 1103486 12074397 12605083 335996 487780 11675 13850 1317585 974397 42431 40811 1707687 1516838 X 4350470 5341389 2094955 1750571 3921285 3996285 10366710 11088245 12074397 12605083 X -22424 743959 X X 0 1 1 X 1 1 X 1264021 1337104 1455770 3111087 2623008 9790990 1264021 1337104 1455770 3111087 2623008 9790990 1837056 7953934 344190 157834 101664 107013 93755 804456 7390 10750 18140 10613586 17397163 0.74940 0.69340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5812661 5812661 440633 110158 0 0 489114 468534 429835 440633 1828116 2742174 122279 117134 107459 110158 457030 685545 3921285 50000 346032 4317317 4195294 -60000 214009 3921285 4159058 10736 246778 221278 4195294 4140853 114213 96008 4159058 0.01200 0.92500 0.06300 1 0 1177793 1177793 4365587 1262318 3103269 996290 770514 225776 4506838 INTEREST IN PERPETUAL TRUSTS 942000 CASH SURRENDER VALUE OF LIFE INSURANCE 54291 ASSETS HELD IN CHARITABLE GIFT ANNUITY 56998 PROPERTY HELD FOR SALE 50197 1103486 LIABILITY UNDER CHARITABLE GIFT ANNUITY 40811 40811 5790237 5812661 -22424 670101 73858 743959 721535 6534196 670101 73858 743959 5790237 0 5790237 5812661 0 5812661 0 5812661 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO FURTHER FUND THE ORGANIZATION'S MISSION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 6,030. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 986. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -8,158. CHANGE IN VALUE OF PERPETUAL TRUSTS 75,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 73,858. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST 75,000. CHANGE IN ANNUITIES 6,030. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 986. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -8,158. PART X, LINE 2: FIN 48 - THE BOYS & GIRLS AID SOCIETY OF OREGON HAS NO UNCERTAIN TAX POSITIONS. BLACK AND WHITE BALL 159396 80121 79275 55113 13598 29900 14341 SULTRY SUMMER NIGHTS 203933 95795 108138 64032 64409 39202 4548 2 186459 115067 71392 56246 21458 19027 14453 549788 290983 258805 175391 99465 88129 33342 396327 -137522 1 RESIDENTIAL CARE 20 174130 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION SPECIFIC ASSISTANCE 511 411180 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. X 1 9996 FAIR MARKET VALUE X 1 315000 FAIR MARKET VALUE X SUPPLIES 338 109765 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DAWN MCMASTER AND JIM HARBOLT BOTH WORK AT STANDARD INSURANCE CO. AND DAWN MCMASTER REPORTS TO JIM HARBOLT. FORM 990, PART VI, SECTION B, LINE 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 670,101. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 6,030. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 986. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -8,158. CHANGE IN VALUE OF PERPETUAL TRUSTS 75,000. TOTAL TO FORM 990, PART XI, LINE 5: 743,959. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION.