2012-05-11T12:49:21-05:00 2011-09-30 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2010-10-01 930386791 THE BOYS & GIRLS AID SOCIETY OF OREGON BOYS 5032229961 018 SW BOUNDARY CT PORTLAND OR 972393939 MICHAEL BALTER 5032229961 2012-05-08 1 ROBERT M PRILL 5032205900 2010 2016-02-24 21:20:13Z MICHAEL BALTER 018 SW BOUNDARY CT PORTLAND OR 972393939 7350792 0 X WWW.BOYSANDGIRLSAID.ORG X 1885 OR TO IMPACT THE LIVES OF CHILDREN IN NEED. 17 17 160 420 0 0 1455770 3111087 3624205 3392449 -58219 117668 -69670 -92909 4952086 6528295 601374 566378 0 0 4168714 3613686 0 0 538150 1600585 1416634 6370673 5596698 -1418587 931597 12641327 12074397 2652879 1707687 9988448 10366710 TO IMPACT THE LIVES OF CHILDREN IN NEED. 0 0 1214395 136211 1116907 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. 3253382 430167 2275542 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 6 MONTHS. STABILIZATION AND EVALUATION SERVICES ARE PROVIDED FOR YOUTH WHO ARE MENTALLY OR EMOTIONALLY DISTURBED, DELINQUENT, AND/OR HOMELESS. 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, IMPROVING BEHAVIOR, COMMUNICATION AND INTERACTION SKILLS, ADDRESSING INDIVIDUAL TREATMENT ISSUES, AND DEVELOPMENT OF LIFE SKILLS FOR FUTURE SUCCESS. 4467777 1 1 0 1 0 0 0 0 1 1 0 0 1 1 0 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 54 0 160 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X TONY ANDE 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 CHRIS L JOHNSON 1.00 X 0 0 0 DAVID G GRANO 1.00 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 0 0 0 MIKE NYLAND 1.00 X 0 0 0 MIKE P THAYER 1.00 X 0 0 0 ORLANDO MEDINA 1.00 X 0 0 0 MIKE BALTER 40.00 X 114537 0 14834 STACEY HENRIQUEZ 40.00 X 72370 0 7273 186907 0 22107 1 0 0 0 0 305824 2805263 159856 3111087 SAFE HOUSING 624100 2275542 2275542 PERMANENT FAMILIES 624100 1116907 1116907 3392449 107013 107013 452530 437362 4513 15168 -4513 10655 10655 287713 305824 380622 -92909 -92909 6528295 3392449 0 24759 566378 566378 205209 186359 18850 2748764 2183867 273054 291843 37044 27656 5494 3894 330640 268316 27761 34563 292029 218019 43314 30696 171437 57889 88129 25419 113191 79872 2810 30509 140858 53836 42119 44903 291631 173476 118155 68841 56436 5702 6703 105598 97469 8129 153195 138230 7432 7533 80157 37878 40928 1351 COMMUNICATIONS & TECH 111160 55239 52198 3723 VEHICLE EXPENSE 93834 86256 5611 1967 OTHER EXPENSES 86732 73335 7411 5986 TECH & MAINT ALLOCATION 0 293625 -323835 30210 5596698 4467777 590771 538150 351727 214536 21200 1341459 1846670 457755 406781 120111 75770 5901823 2068101 4421254 3833722 4891795 4335225 1036026 1361693 12641327 12074397 435568 335996 19810 11675 1467138 1317585 315000 415363 42431 2652879 1707687 X 4556452 4350470 1236702 2094955 4195294 3921285 9988448 10366710 12641327 12074397 X 931597 -553335 X 0 1 1 X 1 1 X 1951101 1264021 1337104 1455770 311087 6319083 1951101 1264021 1337104 1455770 311087 6319083 2021230 4297853 598070 344190 157834 101664 107013 1308771 82931 82931 30352 7390 10750 48492 7759277 17207854 0.55390 0.72180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5596698 5596698 429835 107459 0 0 452484 489114 468534 429835 1839967 2759951 16500 16500 113121 122279 117134 107459 459993 689990 4195294 -60000 214009 3921285 4159058 10736 246778 221278 4195294 4140853 114213 96008 4159058 1.00000 1 0 1039343 1039343 3948780 1322554 2626226 913700 745547 168153 3833722 INTEREST IN PERPETUAL TRUSTS 867000 CASH SURRENDER VALUE OF LIFE INSURANCE 53305 ASSETS HELD IN CHARITABLE GIFT ANNUITY 52588 PROPERTY HELD FOR SALE 388800 1361693 LIABILITY UNDER CHARITABLE GIFT ANNUITY 42431 42431 6528295 5596698 931597 -211138 -342197 -553335 378262 5979473 -211138 -342197 -553335 6532808 -4513 -4513 6528295 5601211 4513 4513 5596698 0 5596698 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 -2,667. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,177. IMPAIRMENT LOSS ON PROPERTY HELD FOR SALE -105,353. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -175,354. CHANGE IN VALUE OF PERPETUAL TRUSTS -60,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST -60,000. CHANGE IN ANNUITIES -2,667. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,177. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -175,354. IMPAIRMENT LOSS ON PROPERTY HELD FOR SALE -105,353. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMET -4,513. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 4,513. BLACK AND WHITE BALL 205596 115818 89778 49829 50 28464 32629 SULTRY SUMMER NIGHTS 197299 83798 113501 60645 10000 31683 81087 2 190642 106208 84434 24915 10000 22832 28488 593537 305824 287713 135389 20050 82979 142204 380622 -92909 1 RESIDENTIAL CARE 23 166386 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION SPECIFIC ASSISTANCE 108 399992 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 3 26837 FAIR MARKET VALUE X SUPPILES 335 133019 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: VOLUNTEERS OF AMERICA RECEIVED A DONATION OF AN AUTOMOBILE AND SOLD IT AT THEIR AUTO AUCTION AND THE AGENCY RECEIVED NET PROCEEDS OF $930. VOLUNTEERS OF AMERICA FILES ALL THE NECESSARY VEHICLE RELATED PAPERWORK SINCE THEY RECEIVE THE DONATION. 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 LOSSES ON INVESTMENTS: -211,138. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -2,667. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,177. IMPAIRMENT LOSS ON PROPERTY HELD FOR SALE -105,353. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -175,354. CHANGE IN VALUE OF PERPETUAL TRUSTS -60,000. TOTAL TO FORM 990, PART XI, LINE 5: -553,335. 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.