2024-05-13T14:23:36-05:00 2023-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-07-01 930903383 CASCADE AIDS PROJECT CASC 5032235907 520 NW DAVIS STREET SUITE 215 PORTLAND OR 972093620 BABTIST P LUMLEY III CEO 5032235907 2024-05-13 1 BABTIST LUMLEY III 999009999 0 ROBERT M PRILL P00236613 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BABTIST P LUMLEY III 520 NW DAVIS STREET SUITE 215 PORTLAND OR 972093620 29179469 0 X WWW.CASCADEAIDS.ORG X 1983 OR WE PROMOTE WELL-BEING AND ADVANCE EQUITY BY PROVIDING INCLUSIVE HEALTH AND WELLNESS SERVICES FOR LGBTQ+ PEOPLE, PEOPLE AFFECTED BY HIV, AND ALL THOSE SEEKING COMPASSIONATE CARE.FOUNDED IN 1983 AND INCORPORATED IN 1985, CAP IS THE OLDEST AND LARGEST COMMUNITY-BASED PROVIDER OF HIV SERVICES, HOUSING, EDUCATION AND ADVOCACY IN OREGON AND SOUTHWEST WASHINGTON.WE BELIEVE EVERYONE DESERVES THE OPPORTUNITY TO ACHIEVE THEIR BEST HEALTH, AND WE'RE COMMITTED TO MAKING OUR VISION OF HEALTHY, INCLUDSIVE & EMPLOWERED COMMUNITIES A REALITY. 13 13 150 120 0 0 13481674 16262005 9430755 12626479 15528 68005 344908 -302397 23272865 28654092 3602110 4227129 0 0 9704734 14215950 0 0 1014790 8866558 12117173 22173402 30560252 1099463 -1906160 18179436 20163990 5797771 9606626 12381665 10557364 X WE PROMOTE WELL-BEING AND ADVANCE EQUITY BY PROVIDING INCLUSIVE HEALTH AND WELLNESS SERVICES FOR LGBTQ+ PEOPLE, PEOPLE AFFECTED BY HIV, AND ALL THOSE SEEKING COMPASSIONATE CARE. 0 0 11979608 12125 10101183 PRIMARY CARE AND BEHAVIORAL HEALTH SERVICES - PRISM HEALTH DELIVERS PRIMARY CARE AND BEHAVIORAL HEALTHCARE TO THE GENERAL PUBLIC WITH AN EMPHASIS ON PROVIDING CULTURALLY RELEVANT, AFFIRMING, AND NON-JUDGMENTAL CARE TO THE LGBTQ+ COMMUNITY. PRISM HEALTH OPENED FOR PATIENTS ON MAY 2, 2017, AS THE FIRST LGBTQ+ PRIMARY CARE CLINIC IN OREGON. DURING THE YEAR ENDED JUNE 30, 2023, PRISM HEALTH HAD A TOTAL OF 9,757 PATIENT ENCOUNTERS FOR MEDICAL SERVICES AND 4,306 PATIENT ENCOUNTERS FOR BEHAVIORAL HEALTH CARE. 6757135 3448636 HOUSING AND SUPPORT - THE HOUSING AND SUPPORT SERVICES DEPARTMENT COORDINATES INTAKE INTO THE ORGANIZATION'S SERVICES, PROVIDES ONE-ON-ONE SUPPORT IN FINDING AND MAINTAINING HOUSING, OFFERS EDUCATIONAL PROGRAMS TO HELP PEOPLE LIVING WITH HIV THRIVE AT HOME AND AT WORK, AND BUILDS COMMUNITY AMONG PEOPLE LIVING WITH HIV. HUNDREDS OF HOUSEHOLDS RECEIVED RENT, UTILITY, AND/OR EMERGENCY ASSISTANCE, AND OVER A THOUSAND HOUSEHOLDS RECEIVED SOME FORM OF SUPPORT SERVICES FOR THE YEAR ENDED JUNE 30, 2023. ASSISTANCE WITH HOUSING INCLUDES BOTH LONG-TERM AND SHORT-TERM OR EMERGENCY HOUSING ASSISTANCE AND HELP MOVING AND FINDING FURNISHINGS. SUPPORT SERVICES INCLUDE A PROGRAM TO HELP CLIENTS FIND MEANINGFUL EMPLOYMENT AND ALSO WORKSHOPS IN BUDGETING AND BEING A GOOD TENANT. PEER MENTOR PROGRAMS HELP PEOPLE EXPERIENCING MENTAL ILLNESS AND/OR SUBSTANCE ABUSE FIND AND STAY IN MEDICAL CARE AND HOUSING. CULTURALLY SPECIFIC NAVIGATION PROGRAMS HELP AFRICAN AMERICAN AND LATINX CLIENTS UNDERSTAND THEIR DIAGNOSIS AND ENGAGE IN HIV CARE. OTHER PROGRAMS OFFERED INCLUDE CAMP KC, A WEEK-LONG RESIDENTIAL CAMP FOR HIV INFECTED AND AFFECTED CHILDREN, AND AGING WELL, A PROGRAM THAT BUILDS COMMUNITY AND SUPPORTS THE WELL-BEING OF AGING ADULTS LIVING WITH OR AFFECTED BY HIV. 2930271 601628 2525296 SOUTHWEST WASHINGTON SERVICES - IN PARTNERSHIP WITH THE WASHINGTON STATE DEPARTMENT OF HEALTH, THE ORGANIZATION OPENED A NEW OFFICE IN SOUTHWEST WASHINGTON DURING THE YEAR ENDED JUNE 30, 2017. THE SW WASHINGTON PROGRAM OFFERS A WIDE RANGE OF UNIFIED CARE AND PREVENTION SERVICES AND PROVIDES CULTURALLY AFFIRMING, TRAUMA-INFORMED SERVICES TO RESIDENTS OF SW WASHINGTON (CLARK AND SKAMANIA COUNTIES). A SECOND OFFICE IN LONGVIEW, WASHINGTON OPENED IN DECEMBER 2018, SERVING COWLITZ AND WAHKIAKUM COUNTIES. DURING THE YEAR ENDED JUNE 30, 2023, STAFF MEMBERS ENROLLED 459 CLIENTS IN MEDICAL CASE MANAGEMENT SERVICES AND PROVIDED HOUSING ASSISTANCE TO 226 HOUSEHOLDS (SHORT AND LONG TERM RENT ASSISTANCE, EMERGENCY RENTAL ASSISTANCE, AND MOVE-IN COSTS), AND PROVIDED SUPPORTIVE SERVICES, SUCH AS FOOD AND TRANSPORTATION, TO 147 CLIENTS. OTHER SERVICES PROVIDED ONSITE INCLUDE EMPLOYMENT SUPPORT AND JOB READINESS, PEER NAVIGATION SERVICES (CONNECTING CLIENTS TO MENTAL HEALTH CARE AND SUBSTANCE ABUSE TREATMENT), SUPPORT GROUPS, WELLNESS CASE MANAGEMENT, HOUSING ADVOCACY AND SUPPORT, INSURANCE ENROLLMENT, PREP NAVIGATION, STI SCREENING AND TREATMENT, SAFER SEX SUPPLIES, AND COMMUNITY EDUCATION AND OUTREACH. 4878654 164740 PREVENTION AND HEALTH SERVICES - THE PREVENTION AND HEALTH SERVICES DEPARTMENT PROVIDED SERVICES TO ALMOST TWO THOUSAND PEOPLE DURING THE YEAR ENDED JUNE 30, 2023. THE DEPARTMENT OFFERS HIV/STI TESTING SERVICES IN VARIOUS LOCATIONS ACROSS MULTNOMAH, CLACKAMAS, WASHINGTON, AND CLARK COUNTIES WITH OVER A THOUSAND HIV TESTS COMPLETED DURING THE YEAR ENDING JUNE 30, 2023. THE DEPARTMENT ALSO OFFERS LOW BARRIER TESTING THROUGH PIVOT. PIVOT IS A COMMUNITY SPACE DEDICATED TO THE HEALTH AND WELLNESS OF ALL GAY/BISEXUAL/QUEER MEN AND TRANS-IDENTIFIED PEOPLE WITH A FOCUS ON SEXUAL HEALTH AND HIV.ADDITIONAL SERVICES INCLUDE: PROGRAMS THAT SUPPORT PEOPLE LIVING WITH HIV, CONNECTING NEWLY DIAGNOSED INDIVIDUALS WITH MEDICAL CARE, ASSISTING INDIVIDUALS IN ENROLLING AND NAVIGATING HEALTH INSURANCE, HELPING CLIENTS ACCESS PRE-EXPOSURE PROPHYLAXIS (PREP), PROVIDING SAFER SEX MATERIALS, AND EDUCATING THE COMMUNITY AT LARGE ABOUT HIV.ADVOCACY AND PUBLIC POLICY - THE ADVOCACY AND PUBLIC POLICY DEPARTMENT ADVOCATES FOR EFFECTIVE HIV PUBLIC POLICY AT ALL LEVELS OF GOVERNMENT. THE ORGANIZATION ENGAGES IN EFFORTS TO ADVANCE PROGRESSIVE HIV/AIDS POLICY AND LEGISLATION AND TO EDUCATE PEOPLE LIVING WITH HIV ABOUT HOW TO ADVOCATE FOR THEIR HEALTH.RESIDENTIAL CARE - ACQUIRED IN 2022, OUR HOUSE OF PORTLAND PROVIDES 24-HOUR RESIDENTIAL CARE FOR PEOPLE LIVING WITH HIV. DURING THE YEAR ENDED JUNE 30, 2023, 12 OF THE 14 ROOMS WERE OCCUPIED BY RESIDENTS. IN ADDITION, OUR HOUSE OF PORTLAND PROVIDES IN-HOME SUPPORT SERVICES TO ROUGHLY 50 HOUSEHOLDS PER YEAR THROUGH ITS NEIGHBORHOOD HOUSING AND CARE PROGRAM. FURTHERMORE, OUR HOUSE OPERATES A COMMUNITY FOOD PANTRY, ESTHER'S PANTRY, AND A CLOTHING/HOUSEHOLD GOOD DONATION SITE, TOD'S CORNER. OVER 500 CLIENTS UTILIZE THESE SERVICES EACH MONTH. 4878654 164740 26545668 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 371 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X BABTIST P LUMLEY III 5032235907 520 NW DAVIS ST SUITE 215 PORTLAND OR 97209 BENJAMIN SOKOLOFF PHYSICIAN 1.00 X 209603 0 13142 CONNIE SILVERMAN MEDICAL DIRECTOR 40.00 X 180784 0 11635 EMILY GILLILAND INTERIM CEO 40.00 X 182373 0 8350 JOHN DOMINGO CFO 40.00 X 175826 0 11496 KRISTI ADDIS CPO 40.00 X 166181 0 13405 JESSICA FRIEDT CDO 40.00 X 163647 0 12019 PETER PARISOT CIO AND GENERAL COUNSEL 40.00 X 156536 0 10399 E RIAN JOHNSON FAMILY NURSE PRACTITIONER 40.00 X 118446 0 12205 L NICKI TURK DIR. OF HOUSING AND PROGRAM SVC. 40.00 X 109028 0 10026 TYLER TERMEER FORMER CEO 40.00 X 59573 0 2918 MIGUEL VILLARREAL PRESIDENT 1.00 X X 0 0 0 KRIS YOUNG VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM SPIGNER SECRETARY 1.00 X X 0 0 0 EDWIN KIETZMAN TREASURER 1.00 X X 0 0 0 DANIEL BORGEN MEMBER AT LARGE 1.00 X X 0 0 0 NATALIA WILLIAMS MEMBER AT LARGE 1.00 X X 0 0 0 TRACY CURTIS MEMBER 1.00 X 0 0 0 ERIC GARCIA MEMBER 1.00 X 0 0 0 CARL GRUB MEMBER 1.00 X 0 0 0 DANIEL GUILFOYLE MEMBER 1.00 X 0 0 0 RHODES PERRY MEMBER 1.00 X 0 0 0 KAYDIE SATEIN MEMBER 1.00 X 0 0 0 JEFFREY WOODCOX MEMBER 1.00 X 0 0 0 JORDAN OLSON FORMER MEMBER 1.00 X 0 0 0 KAROL COLLYMORE FORMER MEMBER 1.00 X 0 0 0 1521997 0 105595 9 0 1 0 0 628265 13481546 2152194 547706 16262005 PATIENT SERVICES 621400 12626479 12626479 12626479 68005 68005 222980 628265 525377 -302397 -302397 28654092 12626479 0 -234392 195530 195530 4031599 4031599 1944558 1161379 576434 206745 9797313 8043436 1293891 459986 235651 190883 34649 10119 1310257 1039078 200450 70729 928171 728884 147067 52220 937228 457500 448725 31003 120484 103527 6164 10793 5122665 5096701 21377 4587 1332012 1073895 184701 73416 94435 62456 30525 1454 85175 78750 6425 544085 507312 30083 6690 243158 219891 16019 7248 PHARMACY PROGRAM FEES 2138590 2138590 REPAIRS, MAINTENANCE, A 599125 456584 132481 10060 TRAINING, RECOGNITION, 310959 26756 280138 4065 DUES AND SUBSCRIPTIONS 177324 78113 73636 25575 411933 854804 -482971 40100 30560252 26545668 2999794 1014790 825343 550981 2031463 1013121 532124 340401 3904605 3182380 245276 243183 11472638 2173228 8948497 9299410 1601030 1724513 91098 3810001 18179436 20163990 2385742 2568211 563668 281814 2108342 2103425 740019 4653176 5797771 9606626 X 10948095 9342981 1433570 1214383 12381665 10557364 18179436 20163990 -1906160 81859 0 X X 0 1 X 1 1 1 X 9011823 10443379 12420043 13481674 16262005 61618924 9011823 10443379 12420043 13481674 16262005 61618924 450750 61168174 15528 68005 83533 366685 0 0 344908 0 711593 62414050 31927020 0.98000 0.98400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117119 13000 130119 30459107 30589226 1000000 250000 0 0 855014 973945 1000000 1000000 3828959 5743439 97446 135170 162282 130119 525017 213753 243486 250000 250000 957239 1435859 97446 135170 162282 117119 512017 720500 720500 7292302 680381 6611921 1358196 967087 391109 857525 490533 366992 1244115 35227 1208888 9299410 DEPOSITS AND OTHER ASSETS 141685 OPERATING RIGHT-OF-USE ASSETS 3668316 3810001 OPERATING LEASE LIABILITIES 4653176 4653176 X 28764925 81859 28974 110833 28654092 0 28654092 30589226 28974 28974 30560252 0 30560252 PART X, LINE 2: MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. AIDS WALK 214286 214286 12270 8377 87936 ART AUCTION 631398 408418 222980 161977 254651 2 5561 5561 166 851245 628265 222980 12270 170354 342753 525377 -302397 1 FAMILIAS EN ACCION 2710 NE 14TH AVENUE PORTLAND OR 97212 931284335 501(C)(3) 113683 0 FMV PREVENTION AND OUTREACH SERVICES FOR LATINO/A/X COMMUNITIES. URBAN LEAGUE OF PORTLAND 10 N RUSSEL ST PORTLAND OR 97227 930395590 501(C)(3) 81847 0 FMV HOUSING AND CASE MANAGEMENT SERVICES FOR COMMUNITIES OF COLOR. SOCIAL SERVICE ASSISTANCE 2000 3750833 280766 FMV RENT, UTILITIES, EMERGENCY HOUSING ASSISTANCE AND ASSISTANCE RELATED TO OBTAINING EMPLOYMENT PART I, LINE 2: THE ORGANIZATION REQUIRES SUB-GRANTEES TO PROVIDE REPORTS TO THE ORGANIZATION TO SUBSTANTIATE THE APPROPRIATE USE OF FUNDS TO ENSURE THAT USE OF FUNDS MEETS THE CRITERIA OF THE GRANTOR WHO AWARDED THE GRANT TO THE ORGANIZATION. X X X X X 0 0 0 0 0 0 0 0 0 BENJAMIN SOKOLOFF PHYSICIAN 209278 0 325 0 0 0 6304 0 6838 0 222745 0 0 0 CONNIE SILVERMAN MEDICAL DIRECTOR 180784 0 0 0 0 0 4935 0 6700 0 192419 0 0 0 EMILY GILLILAND INTERIM CEO 182373 0 0 0 0 0 4127 0 4223 0 190723 0 0 0 JOHN DOMINGO CFO 150501 0 25325 0 0 0 0 0 11496 0 187322 0 0 0 KRISTI ADDIS CPO 141181 0 25000 0 0 0 5051 0 8354 0 179586 0 0 0 JESSICA FRIEDT CDO 138322 0 25325 0 0 0 4912 0 7107 0 175666 0 0 0 PETER PARISOT CIO AND GENERAL COUNSEL 138536 0 18000 0 0 0 4697 0 5702 0 166935 0 0 0 PART I, LINE 3 THE GOVERNING BODY DETERMINES THE COMPENSATION OF THE CEO BY CONSULTING AN INDEPENDENT THIRD PARTY AND BY REVIEWING COMPARABLE DATA OF SIMILAR POSITIONS IN THE INDUSTRY. X 161 196215 FMV X 111653 FMV X FOOD AND BEVARAGE 40 195088 FMV X BUS PASSES AND GIFT CERTIFICATES 19 44750 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THIRD PARTIES TO SELL NON-CASH CONTRIBUTIONS OF NON-STANDARD ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATIONS FINANCE COMMITTEE. A COPY OF THE FORM 990 IS RECEIVED BY THE GOVERNING BODY AT A REGULARLY SCHEDULED BOARD OF DIRECTORS MEETING OR THROUGH E-MAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNING BODY AND ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES MUST ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT WHICH REQUIRES THEM TO DISCLOSE ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BODY DETERMINES THE COMPENSATION OF THE CEO BY CONSULTING AN INDEPENDENT THIRD PARTY AND BY REVIEWING COMPARABLE DATA OF SIMILAR POSITIONS IN THE INDUSTRY. THE GOVERNING BODY AND THE EXECUTIVE DIRECTOR DETERMINE THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER BY REVIEWING COMPARABLE DATA OF SIMILAR POSITIONS IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CAP BELMONT LLC 520 NW DAVIS ST SUITE 215 PORTLAND OR 97209 118864297 HOLDING COMPANY OR 296000 2674054 CASCADE AIDS PROJECT