2026-05-06T16:11:40-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 300180905 COMMUNITY ACTION PARTNERSHIP OF OREGON COMM 5037897451 2475 CENTER STREET NE SALEM OR 97301 JANET ALLANACH EXECUTIVE DIRECTOR 5037897451 2026-03-19 1 1 QUINN DUGAN P02267768 6082741980 2026-03-11 2024 2025-03-06 01:10:19Z JANET ALLANACH 2475 CENTER STREET NE SALEM OR 97301 5480502 0 X WWW.CAPOREGON.ORG X 1987 OR THE MISSION OF CAPO AND MEMBER COMMUNITY AGENCIES IS TO ERADICATE THE CAUSE AND CONDITIONS OF POVERTY THAT EXIST IN OREGON. THIS ANTI-POVERTY WORK IS DONE IN COLLABORATION WITH A VARIETY OF PARTNERS, REPRESENTING LOCAL, STATE AND FEDERAL GOVERNMENT, AS WELL AS COMMUNITY AND ADVOCACY GROUPS, POLICYMAKERS AND LOW-INCOME LEADERS. 18 18 32 22 0 0 4553715 5209740 206247 270762 0 0 18667 0 4778629 5480502 2590181 2937938 0 0 1048633 1245074 0 0 0 1104830 1172502 4743644 5355514 34985 124988 1362704 1954025 984766 1451099 377938 502926 X TO MAGNIFY THE IMPACT OF COMMUNITY ACTION TO SERVE LOW-INCOME OREGONIANS BY ADVOCATING FOR RESOURCES WITH A UNIFIED VOICE, STRENGTHENING PARTNERSHIPS, AND BUILDING CAPACITY. 1 0 3477153 2937938 35500 DURING FY2025, CAPO'S SSVF PROGRAM SERVED OVER 300 VETERAN HOUSEHOLDS EXPERIENCING HOUSING INSTABILITY. OF THOSE SERVED, 201 VETERAN HOUSEHOLDS WERE EXPERIENCING LITERAL HOMELESSNESS AND RECEIVED RAPID RE-HOUSING ASSISTANCE, WHILE 110 HOUSEHOLDS WERE AT IMMINENT RISK OF HOMELESSNESS AND RECEIVED HOMELESSNESS PREVENTION SERVICES. THE MEDIAN LENGTH OF HOMELESSNESS FOR VETERANS ENROLLED IN RAPID RE-HOUSING WAS 48 DAYS, WITH MANY HOUSEHOLDS UTILIZING SHORT-TERM EMERGENCY HOTEL PLACEMENTS TO STABILIZE WHILE SECURING PERMANENT HOUSING. TWENTY PERCENT (20%) OF HOUSEHOLDS SERVED WERE FAMILIES WITH CHILDREN, AND 86% OF HOUSEHOLDS REPORTED AT LEAST ONE DISABLING CONDITION. THE MAJORITY OF VETERANS SERVED (85%) ENTERED THE PROGRAM WITH INCOMES BELOW 50% OF AREA MEDIAN INCOME, AND 35% OF VETERAN HOUSEHOLDS EXPERIENCED AN INCREASE IN INCOME AT PROGRAM EXIT. THE LARGEST AGE GROUP SERVED WAS VETERANS AGED 65 AND OLDER, REPRESENTING 32% OF HOUSEHOLDS ASSISTED. 798986 0 66306 FOR FY2025 THE BALANCE OF STATE CONTINUUM OF CARE TRAVELLED THROUGH THE 26 COUNTY GEOGRAPHIC AREA AND FACILITATED COMMUNITY WIDE MEETINGS, WORKED IN COLLABORATION WITH STATE AGENCIES TO CONTINUE ADMINISTERING STATE SHELTER FUNDING, ACTED AS THE LEAD AGENCY FOR THE COC PIT COUNT BOTH IN CONDUCTING THE 2025 COUNT AND PLANNING AND TRAINING FOR THE 2026 COUNT, MANAGED HMIS DATA FOR ALL COC AGENCIES, SUBMITTED AGENCY SUPPORT LETTERS FOR STATE AND FEDERAL GRANTS, CONTINUED WORK ON THE COORDINATED ENTRY SYSTEM, ADMINISTERED RAPID REHOUSING AND PERMANENT SUPPORTIVE HOUSING STANDARDS TO ALL BOS AGENCIES, MONITORED HUD GRANT REPORT SUBMISSION, COORDINATED YOUTH AND DOMESTIC VIOLENCE WORK GROUPS, CONDUCTED A COC WIDE TRAINING CONFERENCE WITH OVER 170 PARTICIPANTS, EXPANDED THE TRAINING LIBRARY, PARTICIPATED IN THE GOVERNOR'S EMERGENCY SHELTER SYSTEM WORK GROUP, MANAGED AND EXPANDED THE BOS COMMUNITY HUB, PROVIDED TESTIMONY ON LOCAL AND STATE LEVEL LEGISLATIVE AND ZONING CONCERNS, HELD MONTHLY GOVERNING BOARD MEETINGS INCLUDING THE IN-PERSON ANNUAL MEETING, COMPLETED THE 5 YEAR STRATEGIC PLAN, AND PRESENTED AT MULTIPLE HOUSING SUMMITS ACROSS THE STATE. THE HMIS PROGRAM SUCCESSFULLY ADDED AND TRAINED 204 NEW SERVICEPOINT USERS WHILE CONSISTENTLY SUPPORTING AN AVERAGE OF 315 USERS THROUGHOUT THE YEAR. WE PROVIDED COMPREHENSIVE DATA QUALITY SUPPORT FOR AGENCIES, ENCOMPASSING 31,056 CLIENT ENTRIES FOR HOUSING ASSISTANCE, SHELTER, OR OUTREACH SERVICES. ADDITIONALLY, OUR STAFF COMPLETED THE ANNUAL SYSTEM PERFORMANCE MEASURES REPORTS, LONGITUDINAL SYSTEMS ANALYSIS, AND PIT AND HIC DATA ON TIME AND AS REQUIRED. 495974 0 0 DIAPER DISTRIBUTION DEMONSTRATION AND RESEARCH PILOT PROGRAM - IN SEPTEMBER OF 2023, CAPO WAS AWARDED A TWO-YEAR FEDERAL GRANT FROM ACF/OCS TO RUN A PILOT PROGRAM. WE IMPLEMENTED THE PROGRAM WITH A CONTRACTED PARTNER, PDX DIAPER BANK, AND NINE PARTICIPATING COMMUNITY ACTION AGENCIES. OVER 5,500 CHILDREN WERE SERVED IN FY25 WITH OVER 3 MILLION DIAPERS DISTRIBUTED. THIS PROJECT WAS FOCUSED ON THE COLLECTION OF SURVEY DATA FROM RECIPIENT FAMILIES OVER THE COURSE OF AT LEAST A YEAR, TO DETERMINE THE EFFECT OF CONSISTENT, RELIABLE DIAPER SUPPLY ON ELEMENTS OF FAMILY WELLBEING, INCLUDING CHILD HEALTH, EMPLOYMENT STABILITY, SCHOOL ATTENDANCE, STRESS, INCOME STRAIN, ETC. IN SEPTEMBER 2025, CAPO RECEIVED A ONE-YEAR, $600,000 EXTENSION TO THIS PILOT THROUGH SEPTEMBER 2026. 106003 0 170636 COMMUNITY ACTION PARTNERSHIP OF OREGON (ASSOCIATION) - SERVED COMMUNITY ACTION AGENCIES ACROSS OREGON WITH TRAINING AND TECHNICAL ASSISTANCE, PUBLIC EDUCATION AND ADVOCACY, BUILDING PARTNERSHIPS, AND ADMINISTERING GRANT SUPPORT. CAPO WORKS TO BUILD THE CAPACITY OF COMMUNITY ACTION IN THE STATE OF OREGON BY RESEARCHING AND COMMUNICATING BEST PRACTICES IN SERVICE DELIVERY, DATA COLLECTION, MARKETING AND OUTREACH AND GRANT MANAGEMENT. CAPO USES CSBG FUNDS AND PROFESSIONAL SERVICE FEES TO PROVIDE THESE SERVICES ACROSS THE NETWORK OF 18 AGENCIES. CAPO HOLDS A LARGE, STATEWIDE CONFERENCE EVERY YEAR IN MAY TO PROVIDE TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR COMMUNITY ACTION AGENCY STAFF, IN MULTIPLE PROGRAM AND FUNCTIONAL AREAS. CAPO ALSO PROVIDES FREE TRAINING RESOURCES TO AGENCIES VIA AN ONLINE LEARNING MANAGEMENT SYSTEM MANAGED BY THE PENNSYLVANIA CA ASSOCIATION. 97441 0 -1680 OREGON TRAINING INSTITUTE'S (OTI) MISSION IS TO CONSERVE ENERGY AND TO HELP LOW INCOME RESIDENTS OF OREGON MEET THEIR ENERGY NEEDS WHILE ASSURING THEIR HEALTH AND SAFETY THROUGH, BUT NOT LIMITED TO; INFORMATION SHARING, IDENTIFICATION OF TRAINING NEEDS AS THEY ARISE AND PROVIDE ASSISTANCE TO MEETING THOSE NEEDS, PRESERVATION OF DECENT, SAFE AND SANITARY LOW-INCOME HOUSING THROUGH WEATHERIZATION, RISK MITIGATION AND HOME REPAIR, AND DEVELOPMENT AND DELIVERY OF SPECIFIC TRAINING TO PUBLIC AGENCIES AND OTHERS PROVIDING WEATHERIZATION, RISK MITIGATION, HOME REPAIR AND HOME-BASED HEALTH AND/OR SAFETY SERVICES TO LOW-INCOME RESIDENTS OF THE STATE OF OREGON. OTI RAN A WORKFORCE DEVELOPMENT PROGRAM THROUGH A FEDERAL GRANT FROM THE US DEPT. OF ENERGY IN FY25 AND OPERATED ON BOTH TRAINING REVENUES AND FEDERAL FUNDS. IN APRIL OF 2025, CAPO ALSO SIGNED A FOUR-YEAR, $2 MILLION GRANT AGREEMENT WITH OREGON HOUSING AND COMMUNITY SERVICES TO RUN A NEW TRAINING FACILITY IN SALEM. 203444 0 168956 4975557 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SUSAN MATLACK JONES & ASSOCIATES LLC 5032429360 2525 SW 1ST AVE SUITE 201 PORTLAND OR 97201 KEMP SHUEY PRESIDENT 2.00 X X 0 0 0 CONNIE GUENTERT VICE PRESIDENT 2.00 X X 0 0 0 DAN BROWN PAST PRESIDENT 2.00 X X 0 0 0 PAULA HALL TREASURER 2.00 X X 0 0 0 ALEXIS BARRY DIRECTOR 2.00 X 0 0 0 CARRIE BORGEN DIRECTOR 2.00 X 0 0 0 KATE BUDD DIRECTOR 2.00 X 0 0 0 MARTIN CAMPOS-DAVIS DIRECTOR 2.00 X 0 0 0 SCOTT COOPER DIRECTOR 2.00 X 0 0 0 BRENDA DURBIN DIRECTOR (THRU 01/2025) 2.00 X 0 0 0 TRACY GARELL DIRECTOR 2.00 X 0 0 0 ALEXANDRA HENDGEN DIRECTOR 2.00 X 0 0 0 JIMMY JONES DIRECTOR 10.00 X 0 0 0 JORDAN JUNGWIRTH DIRECTOR 2.00 X 0 0 0 KENNY LAPOINT DIRECTOR (THRU 01/2025) 2.00 X 0 0 0 PEGGE MCGUIRE DIRECTOR (THRU 12/2024) 2.00 X 0 0 0 LESLIE NARAMORE DIRECTOR 2.00 X 0 0 0 SHAUN PRITCHARD DIRECTOR (THRU 05/2025) 2.00 X 0 0 0 LORI STEGMANN DIRECTOR 2.00 X 0 0 0 RYAN VOGT DIRECTOR 2.00 X 0 0 0 JODY WARNOCK DIRECTOR 2.00 X 0 0 0 CHRISTINA ZAMORA DIRECTOR 2.00 X 0 0 0 JANET ALLANACH EXECUTIVE DIRECTOR 40.00 X 112292 0 5615 112292 0 5615 1 0 0 0 UNITED COMMUNITY ACTION NETWORK 251 NE GARDEN VALLEY BLVD SUITE 20 ROSEBURG OR 97470 SSVF PROGRAM SERVICES 881876 COMMUNITY SERVICES CONSORTIUM 250 BROADALBIN SW SUITE 2A ALBANY OR 97321 SSVF PROGRAM SERVICES 817977 YAMHILL COMMUNITY ACTION PARTNERSHIP 1317 NE DUSTIN COURT MCMINNVILLE OR 97128 SSVF PROGRAM SERVICES 738748 MID-COLUMBIA COMMUNITY ACTION COUNCIL 2505 WEST 7TH ST THE DALLES OR 97058 SSVF PROGRAM SERVICES 366560 NORTHWEST VETERANS LAW 1375 LIBERTY ST SE SALEM OR 97302 SSVF PROGRAM SERVICES 222569 8 5149589 60151 5209740 MEMBERSHIP FEES 624200 129636 129636 CONTRACT SERVICES 624200 59750 59750 ASSOCIATION MANAGEMENT 624200 41000 41000 OECA REVENUE 624200 35500 35500 TRAINING REVENUE 624200 -1680 -1680 6556 6556 270762 5480502 270762 0 0 2937938 2937938 128888 112680 16208 786512 687604 98908 44103 38557 5546 199309 174245 25064 86262 75414 10848 164 164 83074 32646 50428 32148 32148 158660 156719 1941 129561 110447 19114 66553 50756 15797 178349 175408 2941 16972 11553 5419 OPERATING SUPPLIES 279576 190312 89264 PARKING & MILEAGE 27578 18773 8805 DUES & SUBSCRIPTIONS 12215 8315 3900 FACILITIES 4129 2811 1318 183523 159067 24456 5355514 4975557 379957 0 434678 692015 907491 1198002 14000 15850 6535 48158 1362704 1954025 790453 939355 0 67463 194313 444281 984766 1451099 X 280667 442984 97271 59942 377938 502926 1362704 1954025 124988 0 X X 0 1 X 1 1 1 X 3377568 3223044 3289288 4553715 5209740 19653355 3377568 3223044 3289288 4553715 5209740 19653355 19653355 8 8 90 18667 18757 19672120 1367658 0.99900 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 32148 0 0 32148 0 PART II-B, LINE 1: A) BOARD MEMBERS PERIODICALLY ADVOCATED BEFORE THE STATE LEGISLATURE ON BEHALF OF THE ASSOCIATION. G) THE ASSOCIATION PAID A LOBBYING FIRM FOR THEIR EFFORTS TO INFLUENCE THE STATE LEGISLATURE. BOARD MEMBERS OCCASIONALLY MET DIRECTLY WITH LEGISLATORS OR THEIR STAFFS TO ADVOCATE ON BEHALF OF THE ASSOCIATION. 0 DUE TO OTI 444281 444281 X 5480502 0 5480502 0 5480502 5355514 0 5355514 0 5355514 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 UNITED COMMUNITY ACTION NETWORK 251 NE GARDEN VALLEY BLVD SUITE 205 ROSEBURG OR 97470 930587136 501C(3) 881876 0 PASS-THROUGH OF GRANT FUNDS COMMUNITY SERVICES CONSORTIUM 250 BROADALBIN SW SUITE 2A ALBANY OR 97321 936118438 GOV 817976 0 PASS-THROUGH OF GRANT FUNDS YAMHILL COMMUNITY ACTION PARTNERSHIP 1317 NE DUSTIN COURT MCMINNVILLE OR 97128 930758732 501C(3) 738748 0 PASS-THROUGH OF GRANT FUNDS MID-COLUMBIA COMMUNITY ACTION COUNCIL 2505 WEST 7TH ST THE DALLES OR 97058 930555518 501C(3) 366560 0 PASS-THROUGH OF GRANT FUNDS COMMUNITY CONNECTIONS OF NE OREGON 2802 ADAMS AVE LA GRANDE OR 97850 930575647 501C(3) 108472 0 PASS-THROUGH OF GRANT FUNDS COMMUNITY IN ACTION 915 SW 3RD AVE ONTARIO OR 97914 264061084 501C(3) 24306 0 PASS-THROUGH OF GRANT FUNDS 6 0 PART I, LINE 2: DOCUMENTATION OF EXPENSES IS REQUIRED FROM THE SUB RECIPIENTS WHEN THEY REQUEST REIMBURSEMENT. THEIR REQUESTS ARE MADE ON SF-425 AND THE DOCUMENTATION ATTACHED. IT IS REVIEWED BY THE PROJECT COORDINATOR, APPROVED BY THE PROGRAM MANAGER, AND THEN REVIEWED AND APPROVED AGAIN FOR PAYMENT BY THE EXECUTIVE DIRECTOR. FORM 990, PART III, LINE 2 CAPO CONTRACTED WITH OREGON HEALTH AUTHORITY TO DELIVER TRAINING TO CAA STAFF RELATED TO DATA COLLECTION (2/25 THROUGH 2/26). CAPO CONTRACTED WITH OREGON HOUSING AND COMMUNITY SERVICES (OHCS) TO BUILD OUT A TRAINING PROGRAM FOR WEATHERIZATION AND ENERGY CONSERVATION. THIS IS A FOUR-YEAR GRANT THAT ENDS IN 2028. CAPO CONTRACTED WITH OHCS TO SUPPORT CAPACITY BUILDING IN THE BALANCE OF STATE COC COVERAGE AREA (26 RURAL COUNTIES). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FULL BOARD FOR REVIEW AT A REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY; ANY STATED CONFLICT IS RECORDED IN OFFICIAL MINUTES PRIOR TO OFFICIAL VOTES BEING TAKEN. CONFLICTS OF INTEREST OF PERSONNEL POLICIES WITH EMPLOYEES ARE MONITORED BY THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS MONITORS THE EXECUTIVE DIRECTOR AND ALL BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS ARE DONE ON A PERIODIC BASIS TO ESTABLISH SALARY STEP GRADES FOR ALL EMPLOYEE POSITIONS. CAPO CONTRACTS WITH AN HR FIRM TO PROVIDE REGULAR COMPENSATION AND WAGE EQUITY ANALYSIS OF ALL STAFF. THE EXECUTIVE DIRECTOR SETS COMPENSATION BASED ON THIS ANALYSIS AND THE STEP GRADES. THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE IN A FORMAL PROCESS, ANNUALLY, AND SETS THE EXECUTIVE DIRECTOR'S SALARY BASED ON A NATIONAL SURVEY OF LIKE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE GIVEN TO BOARD MEMBERS AND PARTNERS ON A REGULAR BASIS OR WHEN UPDATES ARE MADE. THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR.