2011-08-15T11:29:35-05:00 2010-09-30 Hoffman Stewart & Schmidt PC 4900 Meadows Road Ste 200 Lake Oswego OR 970353295 990 2009-10-01 930386791 The Boys & Girls Aid Society Of Oregon BOYS 5032229961 018 SW Boundary Ct Portland OR 972393939 Michael Balter 5032229961 2011-08-15 1 Robert M Prill 5032205900 2009 2016-02-24 21:20:13Z Michael BALTER 018 SW Boundary Ct Portland OR 972393939 7092899 0 X www.boysandgirlsaid.org X 1885 OR To impact the lives of children in need. 15 15 182 300 0 0 1337104 1455770 3745106 3624205 185379 -58219 -1300 -69670 5266289 4952086 608420 601374 0 4420723 4168714 0 555885 1753132 1600585 6782275 6370673 -1515986 -1418587 13981969 12641327 3200284 2652879 10781685 9988448 TO IMPACT THE LIVES OF CHILDREN IN NEED. 0 0 285701 981 231343 Mentoring programs serve children living in foster care or in at-risk neighborhoods experiencing poverty, violence, struggling schools, and high unemployment. The Mentor Portland program offers opportunities for the mentor pairs to build their relationships through group activities and one-on-one activities. 1154166 111262 643183 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. 3744922 489131 2749679 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. 5184789 1 1 0 0 0 0 0 0 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 1 71 0 182 1 0 0 0 0 0 1 1 0 0 0 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X Stacey Henriquez 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 Deana Freres 1.00 X 0 0 0 Everett W Jack Jr 1.00 X 0 0 0 Kristina Gorriaran 1.00 X 0 0 0 David G Grano 1.00 X 0 0 0 Chris L Johnson 1.00 X 0 0 0 Gaylyn Sher-Jan 1.00 X 0 0 0 Tom Szambelan 1.00 X 0 0 0 Mike P Thayer 1.00 X 0 0 0 JIM HARBOLT 1.00 X 0 0 0 MIKE NYLAND 1.00 X 0 0 0 Libby Hartung 1.00 X 0 0 0 Jennifer Kinkade 1.00 X 0 0 0 Dawn McMaster 1.00 X 0 0 0 Michael Balter 40.00 X 115604 0 14011 Stacey Henriquez 40.00 X 75275 0 8926 190879 0 22937 1 0 0 0 0 383344 1072426 120484 1455770 Safe Housing 624100 2749679 2749679 Permanent families 624100 643183 643183 Mentoring 624100 231343 231343 3624205 101664 101664 1675000 1834883 -159883 -159883 -159883 236260 383344 305930 -69670 -69670 4952086 3624205 0 -127889 601374 601374 213817 194374 19443 3169898 2597419 286549 285930 41223 29524 8162 3537 419003 362142 23601 33260 324773 252160 43002 29611 175716 69463 88842 17411 136517 82389 6145 47983 140074 63198 39372 37504 273563 156172 117391 53799 41536 6106 6157 157513 145016 12497 183423 168466 8278 6679 85761 39639 44788 1334 OTHER EXPENSES 150693 105176 7268 38249 Communications & tech 141708 61958 77768 1982 VEHICLE EXPENSE 101818 96784 3733 1301 Tech & Maint Allocation 0 312373 -337877 25504 6370673 5184789 629999 555885 164407 351727 30587 21200 1727789 1341459 459998 457755 116932 120111 6497717 2076463 4559343 4421254 5913403 4891795 1009510 1036026 13981969 12641327 546713 435568 12645 19810 1926321 1467138 315000 315000 399605 415363 3200284 2652879 X 4859891 4556452 1762736 1236702 4159058 4195294 10781685 9988448 13981969 12641327 X 0 1 1 X 1 1 X 2666624 1951101 1264021 1337104 1455770 8674620 2666624 1951101 1264021 1337104 1455770 8674620 1094910 7579710 297509 598070 344190 157834 101664 1499267 170252 82931 253183 25573 30352 7390 10750 74065 10501135 16664993 0.72180 0.67330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6370673 6370673 468534 117134 0 0 452484 489114 468534 1410132 2115198 16500 16500 113121 122279 117134 352534 528801 4159058 10736 246778 221278 4195294 4140853 114213 96008 4159058 1.00000 1 0 1219043 1219043 4283824 1253100 3030724 824805 683304 141501 170045 140059 29986 4421254 INTEREST IN PERPETUAL TRUSTS 927000 CASH SURRENDER VALUE OF LIFE INSURANCE 52128 Assets held in Charitable Gift Annuity 56898 1036026 Liability under Charitable Gift Annuity 44074 Line of credit payable 371289 415363 4952086 6370673 -1418587 488685 136665 625350 -793237 5577436 489185 136165 625350 4952086 0 4952086 6370673 0 6370673 0 6370673 Part V, Line 4: Description of Intended Use of Endowment Funds: the endowment funds are used to further fund the organization's mission. Part XI, Line 8 - Other Adjustments: Increase in interest in perpetual trust: 26000. Change in value of split interest agreement: 3850. Change in cash surrender value of life insurance: 1297. DISTRIBUTION FROM PERPETUAL TRUST: 105518. Part XII, Line 2d - Other Adjustments: DISTRIBUTION FROM PERPETUAL TRUST: 105518. CHANGE IN PERPETUAL TRUST: 26000. CHANGE IN ANNUITIES: 3850. CHANGE IN CASH SURRENDER Value of Life Insurance: 1297. Loss on uncollectible pledge receivable: -500. BLACK AND WHITE BALL 219064 159224 59840 39160 47912 6787 BARN BASH 217865 148730 69135 34308 75235 16811 2 182675 75390 107285 27008 44564 14145 619604 383344 236260 100476 167711 37743 305930 -69670 1 RESIDENTIAL CARE 29 189496 FAIR MARKET VALUE BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION SPECIFIC ASSISTANCE 111 411878 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 4 17905 FAIR MARKET VALUE X SUPPILES 285 102579 FAIR MARKET VALUE 0 1 0 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. Form 990, Part XI, Line 2c There has been no change in the process from the prior year regarding the oversight of the organizations' audited financial statements or the selection process of the independent accountants' that audit the financial statements of the organization.