2025-04-18T12:42:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD 150 SALEM OR 973021335 MICHAEL KEMRY BOARD PRESIDENT 5035811732 2025-04-15 1 1 KURT BENNION CPA P01469618 4252506100 2025-04-01 2023 2025-03-06 01:10:19Z JANET YOUSEY 4080 REED ROAD 150 SALEM OR 973021335 26305826 0 X WWW.SHANGRILAOREGON.ORG X 1964 OR TO SERVE PEOPLE WITH DISABILITIES OR DISADVANTAGES RECOGNIZE AND ACHIEVE THEIR POTENTIAL. 12 12 460 41 0 0 26632992 1550361 1369107 23932852 411965 584389 0 235449 28414064 26303051 0 19674 0 0 17488761 20124602 0 0 0 5086833 5168276 22575594 25312552 5838470 990499 28261750 33333440 3524389 6912463 24737361 26420977 X SHANGRI-LA PROVIDES LONG- AND SHORT-TERM HOUSING, SUPPORTS AND EMPLOYMENT TRAINING TO ADULTS WITH DISABILITIES, PRIMARY DEVELOPMENT DISABILITIES AND MENTAL ILLNESS, AND TO ADULTS WITH BARRIERS TO SELF-SUFFICIENCY. 0 0 18764102 0 21514566 SHANGRI-LA'S RESIDENTIAL TREATMENT HOMES (RTH) PROVIDE HOUSING FOR INDIVIDUALS EXPERIENCING CHRONIC MENTAL ILLNESS IN A RESIDENTIAL SETTING WITH 24-HOUR STAFFING. OUR NEIGHBORHOOD HOMES ARE AS UNIQUE AS THE INDIVIDUALS WHO LIVE IN THEM. WHETHER IT'S SHOPPING FOR GROCERIES, CELEBRATING BIRTHDAYS, OR FRIDAY NIGHT MOVIE NIGHT, WE WORK TO INVOLVE THE INDIVIDUALS WE SERVE IN EVERY PART OF HOME LIFE. THE RESIDENTIAL SETTING IS DESIGNED FOR INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES WHO NEED CONTINUOUS CARE AND SUPERVISION.HOUSING SUPPORT AND SERVICES FOR APPROXIMATELY 103 ADULTS WITH DEVELOPMENTAL DISABILITIES AND 42 ADULTS WITH CHRONIC MENTAL ILLNESS IN RESIDENTIAL HOMES AND SUPPORTED LIVING ARRANGEMENTS IN SALEM, TOLEDO, JEFFERSON, ALBANY, CORVALLIS, AND EUGENE OREGON. SHANGRI-LA'S HOUSING ASSISTANCE PROGRAM (SHAP) PROVIDES PERMANENT, SUPPORTIVE HOUSING ASSISTANCE TO INDIVIDUALS AND FAMILIES WHO EXPERIENCE CHRONIC HOMELESSNESS. PARTICIPANTS MAY RECEIVE ASSISTANCE WITH RENT AND ARE REQUIRED TO PARTICIPATE IN CASE MANAGEMENT TO HELP INCREASE SKILLS, STABILITY, OVERALL WELLNESS, AND SELF-SUFFICIENCY. TRANSITIONAL LOW-INCOME HOUSING TO 82 TENANTS WHO ARE ELDERLY, DISABLED, VICTIMS OF DOMESTIC VIOLENCE OR WHO HAVE OTHER BARRIERS TO OBTAINING HOUSING. 2147564 19674 1473957 EMPLOYMENT SERVICES: SHANGRI-LA'S EMPLOYMENT SERVICES PROGRAMS PROVIDE SKILL DEVELOPMENT, AND EMPLOYMENT SUPPORTS TO INDIVIDUALS WITH INTELLECTUAL, DEVELOPMENTAL, OR OTHER DOCUMENTED DISABILITIES. SHANGRI-LA'S SUPPORT SPECIALISTS AND JOB COACHES WORK TO MAINTAIN POSITIVE, SAFE, AND LEARNING-BASED WORK ENVIRONMENTS WHERE INDIVIDUALS CAN BE PROUD OF THEIR WORK AND FEEL VALUED AS CONTRIBUTING MEMBERS OF THEIR COMMUNITY. EMPLOYMENT PATH PROGRAMS PROVIDE PAID AND UNPAID TRAINING OPPORTUNITIES THAT HELP DEVELOP CAREER TECHNICAL AND SOFT SKILLS. THE COMMUNITY EMPLOYMENT SERVICES PROGRAM PROVIDES CAREER EXPLORATION, SKILL ASSESSMENTS, HELP WITH IDENTIFYING CAREER PATHWAYS, SUPPORTING IN OBTAINING A JOB, AND ONGOING SUPPORTS TO HELP KEEP A JOB. EMPLOYMENT TRAINING AND ALTERNATIVES-TO-EMPLOYMENT SUPPORT SERVICES FOR APPROXIMATELY 74 ADULTS WITH DISABILITIES IN SMALL BUSINESS SETTINGS AND SUPPORTED WORK ENVIRONMENTS IN SALEM, NEWPORT AND FLORENCE, OREGON. (COAST CLOSED IN DECEMBER). SHANGRI-LA'S YOUTH AND FAMILY SERVICES WORKS WITH PARENTS RECEIVING TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) ENROLLED IN THE DHS JOBS OPPORTUNITY AND BASIC SKILLS (JOBS) PROGRAM. SUPPORTS ARE AIMED HELPING PARENTS OVERCOME BARRIERS TO EMPLOYMENT AND ACHIEVE GREATER SELF-SUFFICIENCY WHO ARE REFERRED TO OUR SERVICES THROUGH DEPARTMENT OF HUMAN SERVICES. SHANGRI-LA PROVIDED VARYING DEGREES OF SERVICE TO APPROXIMATELY 577 TANF RECIPIENTS IN THE FISCAL YEAR TO HELP THEM TOWARD EMPLOYMENT AND SELFSUFFICIENCY. 1069687 0 944329 CLINICAL SERVICES: SHANGRI-LA'S OUTPATIENT MENTAL HEALTH CLINICS OFFER MENTAL HEALTH ASSESSMENTS, TREATMENT PLANNING AND COUNSELING FOR INDIVIDUALS, COUPLES AND FAMILIES. SERVICES ARE OFFERED IN OFFICE OR COMMUNITY SETTINGS AND THROUGH TELEHEALTH. SHANGRI-LA'S OUTPATIENT MENTAL HEALTH CLINIC OFFERS MENTAL HEALTH SERVICES ON A SLIDING FEE SCALE BASED ON FAMILY SIZE AND INCOME. NO ONE IS TURNED AWAY DUE TO THEIR INABILITY TO PAY. 21981353 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 460 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X ANDRE VEILLET 5035811732 4080 REED ROAD SE SUITE 150 SALEM OR 97302 MICHAEL KEMRY PRESIDENT 2.00 X X 0 0 0 JAKE FRENCH VICE PRESIDENT 2.00 X X 0 0 0 JAN FRANK SECRETARY 2.00 X X 0 0 0 NICK BENDER TREASURER 2.00 X X 0 0 0 SEBRINA GRIDLEY DIRECTOR 2.00 X 0 0 0 RASHMI JOSHI DIRECTOR 2.00 X 0 0 0 BRIAN KALAR DIRECTOR 2.00 X 0 0 0 JAMES KIMSEY DIRECTOR 2.00 X 0 0 0 MARIBEL MENDEZ DIRECTOR 2.00 X 0 0 0 RAE REYNOSA DIRECTOR 2.00 X 0 0 0 WINIFRED SKINNER DIRECTOR 2.00 X 0 0 0 RYAN TRIBBETT DIRECTOR 2.00 X 0 0 0 JANET YOUSEY CHIEF EXECUTIVE OFFICER 65.00 X 233177 0 19494 ANDRE VEILLET DIRECTOR OF FINANCE 65.00 X 114843 0 10523 TIFFANI OLSEN DIRECTOR OF IDD 65.00 X 103606 0 15690 JESSICA WEBB NURSE PRACTITIONER 40.00 X 101245 0 0 ROBIN WINKLE DIRECTOR OF OPERATIONS 65.00 X 100757 0 23664 653628 0 69371 5 0 1 0 BRIGHAM CONSTRUCTION 2050 ROOSEVELT BLVD EUGENE OR 97402 HOME REMODEL 899573 NISSI CONSTRUCTION 4561 JULIANA LOOP SE SALEM OR 97317 REPAIRS, REMODELS, AND MAINTENANCE 262080 THOMAS KAY 2744 PENCE LOOP SE SALEM OR 97302 FLOORING REPAIRS AND REMODEL 195249 SOLUTIONS YES 8300 SW HUNZIKER STREET PORTLAND OR 97223 COPIER RENTAL AND SERVICING 191802 GREENSCENE LANDSCAPING 619 38TH AVENUE SE ALBANY OR 97322 LANDSCAPING MAINTENANCE 154495 6 1338216 212145 1550361 PROGRAM SERVICE REVENUES 900099 23932852 23932852 23932852 521476 521476 65688 2775 62913 62913 62913 MISCELLANEOUS REVENUE 900099 235449 235449 235449 26303051 23932852 0 819838 19674 19674 366116 366116 17352834 15791797 1561037 1028125 928792 99333 1377527 1226120 151407 46549 29106 17443 142999 66956 76043 447425 365324 82101 16791 13449 3342 374402 230887 143515 1682024 1380646 301378 496839 407470 89369 890542 643232 247310 124698 121585 3113 REPAIRS AND MAINTENANCE 423477 312507 110970 FOOD AND BEVERAGE 218309 218309 PROGRAM SUPPLIES 74222 72835 1387 LICENSE AND FEES 67064 56471 10593 162935 96193 66742 25312552 21981353 3331199 0 9322732 3805394 3010746 8760790 2138453 3168115 176886 212026 18534102 8354756 7423278 10179346 5510600 6320778 679055 886991 28261750 33333440 388340 1033220 439911 425873 16245 13645 2003942 4543706 675951 896019 3524389 6912463 X 24735518 26420977 1843 0 24737361 26420977 28261750 33333440 990499 693117 0 X X 0 1 X 1 0 X 21942882 25674284 21933452 26632992 1550361 97733971 21942882 25674284 21933452 26632992 1550361 97733971 97733971 32674 25920 70421 353841 521476 1004332 235449 235449 98973752 29576296 0.98750 0.99570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 558910 73064 631974 511721 0 47189 558910 599039 11772 -99090 511721 448483 9618 140938 599039 448312 4875 -4704 448483 1.00000 0.00000 0.00000 0 0 2061015 2061015 13687548 6235927 7451621 276289 124050 152239 2434163 1994779 439384 75087 75087 10179346 RIGHT-OF-USE LEASE LIABILITIES 896019 896019 X 25721746 693117 3134 696251 25025495 1277556 1277556 26303051 25312552 0 25312552 0 25312552 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR SOME RENTAL TENANTS. SECURITY DEPOSITS ARE RETURNED AT THE TERMINATION OF THE LEASE. PART V, LINE 4: THE BOARD OF DIRECTOR'S OBJECTIVE IS TO PRESERVE AND ENHANCE THE REAL PURCHASING POWER OF THESE FUNDS WHILE ALSO PROVIDING A SUSTAINABLE AS WELL AS PREDICTABLE AND UNDIMINISHED LEVEL OF SPENDING. PART X, LINE 2: SHANGRI-LA IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EXEMPTIONS FROM THE STATE OF OREGON CORPORATION EXCISE TAX IS PROVIDED BY OREGON REVISED STATUTES 317.080. IN ANY YEAR IN WHICH SHANGRI-LA HAS GROSS RECEIPTS FROM UNRELATED BUSINESS ACTIVITIES OF $1,000 OR MORE, IT MUST FILE FORM 990-T WITH THE INTERNAL REVENUE SERVICE AND PAY TAX ON SUCH INCOME, LESS ANY RELATED DEDUCTIONS. THERE WAS NO SUCH INCOME FOR THE YEAR ENDED JUNE 30, 2024. SHANGRI-LA FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT SHANGRI-LA HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 3,134. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS AND GRANTS WITH DONOR RESTRICTIONS1 1,291. GAIN ON SALE OF ASSETS 62,913. INTEREST AND INVESTMENT INCOME 1,213,352. 1 EVERYDAY WISHES FUND 42 2526 EDUCATION, ENRICHMENT, EXPERIENCES FUND 24 2791 LOUISE'S SHOE FUND 35 6120 HARMS HOME REPAIR FUND 5 7206 HOLIDAY WISHES PROJECT 129 1031 PART I, LINE 2: EACH GRANT IS GIVEN A UNIQUE SUB-ACCOUNT. ALL EXPENSES ARE RECORDED AGAINST THAT SUBACCOUNT AND APPEAR ON THE MONTHLY INCOME STATEMENT FOR THAT GRANT. EACH MONTH THE TOTAL EXPENSES AND REVENUE RELEASED AGAINST THE EXPENSES IS TRACKED ON A MASTER TRACKER SPREADSHEET THAT OUTLINES THE INTENDED PURPOSE OF THE GRANT AND THE REMAINING FUNDS AVAILABLE THROUGH TO COMPLETION OR GRANT DEADLINE. REIMBURSEABLE GRANTS ARE INVOICED WITH BACKUP MONTHLY, WHILE LUMP SUM GRANTS HAVE THE "GRANT REVENUE" RELEASED TO OFFSET THE GRANT EXPENSE MONTHLY. LUMP SUM AMOUNTS ARE HELD ON THE BALANCE SHEET TO BE RELEASED MONTHLY AS OUTLINED ABOVE. X X X 0 0 0 0 0 0 0 0 0 JANET YOUSEY CHIEF EXECUTIVE OFFICER 233177 0 0 0 0 0 0 0 19494 0 252671 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY SHANGRI-LA'S DIRECTOR OF FINANCE AND CEO, CONFIRMING THAT FINANCIAL RESULTS MATCHED THE AUDITED FINANCIAL STATEMENTS, THEN THE FORM 990 WAS REVIEWED BY THE BOARD'S FINANCE COMMITTEE, THEN ALL BOARD MEMBERS WERE GIVEN A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY POSSIBLE CONFLICTS. BOARD MEMBERS DISCLOSE POTENTIAL CONFLICTS TO THE BOARD OR COMMITTEE. THE CEO AND DIRECTOR OF FINANCE ARE REQUIRED TO IMMEDIATELY REPORT ANY POSSIBLE CONFLICTS TO EACH OTHER AS THEY ARISE, AND A WRITTEN LETTER OF AGREEMENT BETWEEN THE CEO AND BOARD IS DEVELOPED. IF IT ISN'T CLEAR WHETHER A CONFLIT EXISTS, THE BOARD OR COMMITTEE MAKES THE DETERMINATION. THE INTERESTED PERSON MAY PRESENT RELEVANT INFORMATION RELATED TO THE CONFLICT OF INTEREST, AFTER WHICH THEY LEAVE THE MEETING FOR ALL DISCUSSIONS OF, AND VOTES ON, THE MATTER. THE BOARD/COMMITTEE MAY INVESTIGATE ALTERNATIVES THAT DO NOT INVOLVE A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT IDENTIFIED, THE BOARD/COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER TO ENTER THE TRANSACTION. IF THE BOARD OR A COMMITTEE BELIEVES A PERSON FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT WILL GIVE THE PERSON THE OPPORTUNITY TO EXPLAIN, AFTER WHICH THE BOARD/COMMITTEE WILL DETERMINE WHETHER A FAILURE TO DISCLOSE ACTUALLY OCCURRED AS WELL AS ANY APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF SHANGRI-LA'S CEO IS DETERMINED BY THE FULL BOARD OF DIRECTORS USING MARKET SURVEYS OF CEO'S FOR ORGANIZATIONS OF SIMILAR SIZE, COMPLEXITY AND PURPOSE, AND NOTES/MINUTES ARE TAKEN DURING THE DISCUSSION AND DETERMINATION. SHANGRI-LA'S CEO DETERMINES COMPENSATION FOR OTHER KEY EMPLOYEES BASED ON MARKET SURVEYS, AVAILABILITY OF FUNDS, AND COMPARISON OF JOB DEMANDS AND COMPLEXITY AMONG KEY EMPLOYEES AND OTHER POSITIONS WITHIN SHANGRI-LA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 SHANGRI-LA'S AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. ONCE THE WRITTEN REQUEST IS RECEIVED, DOCUMENTS WILL BE MAILED TO THE PARTY MAKING THE REQUEST WITHIN TWO WEEKS. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES DURING THE FISCAL YEAR TO THE BOARD'S DELEGATION OF AUTHORITY AND RESPONSIBILITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR OR FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT.