2025-05-06T15:27:21-05:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 930386780 ALBERTINA KERR CENTERS ALBE 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CHIEF EXECUTIVE OFFICER 5032398101 2025-04-29 1 1 ROBERT M PRILL P00236613 5032205900 2023 2025-03-06 01:10:19Z ALLISON STARK 424 NE 22ND AVENUE PORTLAND OR 97232 44561562 0 X WWW.ALBERTINAKERR.ORG X 1907 OR SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH CHALLENGES. 18 18 861 24 0 0 42906774 40444956 1831215 2377101 -56012 883162 899555 559567 45581532 44264786 0 0 0 0 35276657 35378753 0 0 776211 10031311 9299725 45307968 44678478 273564 -413692 61407816 61791299 6882881 6597371 54524935 55193928 X ALBERTINA KERR EMPOWERS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, MENTAL HEALTH CHALLENGES, AND OTHER SOCIAL BARRIERS TO LEAD SELF-DETERMINED LIVES AND REACH THEIR FULL POTENTIAL. 0 0 24728287 94187 ADULTS WITH DEVELOPMENTAL DISABILITIES: THIRTYONE NEIGHBORHOODBASED HOMES OFFERED 24-HOUR SUPPORT AND INDIVIDUAL GROWTH AND SELF-SUSTAINABILITY OPPORTUNITIES DURING FISCAL YEAR 2024. KERR PROVIDED SERVICES TO 98 ADULTS (18 YEARS OLD AND OVER) WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. KERR SUPPORTED 162 PEOPLE IN PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THAT GIVE THEM THE OPPORTUNITY TO PARTICIPATE IN THE WORKFORCE, JOIN IN COMMUNITY ACTIVITIES AND PURSUE INTERESTS THAT ENRICH THEIR LIVES, LEADING TO INCREASED EMPLOYMENT, INDEPENDENCE AND COMMUNITY ENGAGEMENT. 9091559 YOUTH GROUP HOMES: THIRTEEN GROUP HOMES OPERATED DURING THE FISCAL YEAR WHERE 55 YOUTH WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WERE PROVIDED 24-HOUR SUPPORT AND LIFE SKILLS TRAINING IN A SAFE AND SECURE SETTING. WE ADOPT A MULTIDISCIPLINARY APPROACH TO CARE, AND ENSURE THAT THE UNIQUE AND INDIVIDUALIZED NEEDS OF THE PEOPLE WE SERVE, ARE CONSISTENTLY SUPPORTED. 5395123 2282914 YOUTH AND FAMILY SERVICES: A WIDE RANGE OF SERVICES FOR CHILDREN WITH MENTAL HEALTH CHALLENGES AND INTELLECTUAL AND DEVELOPMENT DISABILITIES AS WELL AS SUPPORT FOR THEIR FAMILIES. DIAGNOSIS, INTENSIVE INTERVENTION AND TREATMENT FOR CHILDREN AGES THREE TO 17. MANY OF THESE CHILDREN ARE STRUGGLING TO FUNCTION AT HOME, AT SCHOOL OR IN THE COMMUNITY. KERR PROVIDES SPECIALIZED TREATMENT AND SKILLS TRAINING GEARED TOWARD STABILIZING CHILDREN AND THEIR FAMILIES AND CREATING NEW POTENTIAL FOR A HEALTHY, PRODUCTIVE LIFE FOR EACH CHILD. PROGRAMS INCLUDE CRISIS PSYCHIATRIC CARE AND COMMUNITYBASED MENTAL HEALTH SERVICES. KERR PROVIDED SERVICES FOR 175 CHILDREN AND SUPPORT FOR THEIR FAMILIES. WE MEASURE SUCCESS BY STABILIZING CHILDREN, PROVIDING EFFECTIVE MENTAL HEALTH TREATMENT, AND ULTIMATELY ASSISTING CHILDREN AND FAMILIES TO FUNCTION IN THEIR HOMES, SCHOOLS, AND COMMUNITIES. 39214969 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 44 0 1 861 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 X KEVIN MCADAMS 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CHIEF EXECUTIVE OFFICER 40.00 1.00 X 307738 0 22169 KEVIN MCADAMS CHIEF FINANCIAL OFFICER 40.00 1.00 X 180427 0 12524 NAOMI FISHMAN MEDICAL DIRECTOR 40.00 X 390895 0 21462 LARRY MAK PSYCHIATRIST 40.00 X 280010 0 16723 DERRICK PERRY CHIEF PROGRAM OFFICER 40.00 X 186425 0 8740 SCOTT SHALES CHIEF DEVELOPMENT OFFICER 40.00 X 157108 0 12281 CRAIG RUSCH CHIEF INFORMATION OFFICER 40.00 X 156605 0 9120 DAVID LAKE CHAIR 1.00 X X 0 0 0 LAURINE APPOLLONI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER BEAULIUE DIRECTOR 1.00 X 0 0 0 SHERRY CADSAWAN DIRECTOR 1.00 X 0 0 0 JEFF CRONN DIRECTOR 1.00 X 0 0 0 KIM CURRY DIRECTOR 1.00 X 0 0 0 SHOUKA DARVISHI-JAZI DIRECTOR 1.00 X 0 0 0 KRISTA FARNHAM DIRECTOR 1.00 X 0 0 0 HEATHER FRASER DIRECTOR 1.00 X 0 0 0 MARY LAGO DIRECTOR 1.00 X 0 0 0 PAUL LITWINCZUK DIRECTOR 1.00 X 0 0 0 MARK MCILRAITH DIRECTOR 1.00 X 0 0 0 CARLY RODRIGUEZ DIRECTOR 1.00 X 0 0 0 JAKE ROSENBERG DIRECTOR 1.00 X 0 0 0 JENNY TSAI DIRECTOR 1.00 X 0 0 0 MEGAN VALLEY DIRECTOR 1.00 X 0 0 0 JASON WESSLING DIRECTOR 1.00 X 0 0 0 DAVID WILSON DIRECTOR 1.00 X 0 0 0 1659208 0 103019 17 0 1 0 CAROLINE FISHER 7640 NE KENNY DRIVE CORVALLIS OR 97330 PSYCHIATRY SERVICES 107588 1 389387 36675999 3379570 44878 40444956 CONTRACT SERVICE FEES 624100 2282914 2282914 KERR BIKES REVENUES 532289 94187 94187 2377101 533511 533511 640239 290588 349651 349651 349651 19101 6188 12913 12913 OTHER INCOME 900099 546654 546654 546654 44264786 2377101 0 1442729 541566 474521 67045 28177428 25472424 2252236 452768 394699 369958 19938 4803 3431502 3065886 305785 59831 2833558 2516908 265765 50885 89753 46174 43579 243737 125392 118345 3000 3000 592274 462754 129520 125409 15244 89696 20469 117930 100577 15804 1549 2764808 2593308 145927 25573 157973 136276 21697 1697549 1520499 175258 1792 250966 182190 67263 1513 PROGRAM SUPPLIES 941865 895545 1076 45244 TELECOMMUNICATIONS AND 936800 668527 241362 26911 OTHER EXPENSES 717915 392489 308044 17382 VEHICLE EXPENSE 361985 359697 2268 20 297761 288121 9214 426 44678478 39214969 4687298 776211 8500254 9030170 30500 209571 8099158 3587438 11492447 11908926 739311 443069 38735116 19347861 19132769 19387255 17955 17637 13395422 17207233 61407816 61791299 3158091 2653668 24230 203486 2826157 2375516 874403 1364701 6882881 6597371 X 50920991 54009342 3603944 1184586 54524935 55193928 61407816 61791299 X -413692 1082685 X X 0 1 X 1 0 X 39157560 53501719 44567648 42906774 40444956 220578657 39157560 53501719 44567648 42906774 40444956 220578657 220578657 935 398544 336639 533511 1269629 637370 3336449 2589910 888034 546654 7998417 229846703 22703140 0.95970 0.96200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3000 3000 44675478 44678478 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 33000 36000 3000 72000 250000 250000 250000 250000 1000000 1500000 3000 3000 10403055 74204 1508067 389387 11595939 9594365 49603 1136957 377870 10403055 11343858 22000 -1423454 348039 9594365 9443127 13407 2222243 334919 11343858 9300983 183432 299950 341238 9443127 0.67567 0.20268 0.12165 1 1 1 974423 974423 19149089 7233340 11915749 10023647 5868635 4155012 8109253 6245886 1863367 478704 478704 19387255 BENEFICIAL INTERREST IN ALBERTINA KERR CENTERS FOUNDATION 11649616 EQUITY INVESTMENT IN AKC LP 2654205 INTEREST RATE SWAP AGREEMENT 86124 RIGHT-OF-USE ASSETS 85116 INTEREST RECEIVABLE 1012409 DEVELOPMENT FEE RECEIVABLE 1719763 17207233 OTHER ACCRUED LIABILITIES 784794 OPERATING LEASE LIABILITIES 85116 FINANCE LEASE LIABILITIES 494791 1364701 X PART V, LINE 4: GENERAL AND QUASI ENDOWMENT FUNDS PROVIDE UNRESTRICTED FUNDING TO ALBERTINA KERR CENTERS ON AN ANNUAL BASIS. TWO RESTRICTED ENDOWMENTS FUND CHILDREN'S PROGRAMS AT KERR, AND MAINTENANCE NEEDS OF THE OLD KERR NURSERY, RESPECTIVELY. PART X, LINE 2: MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. X X X X X X 0 0 0 0 0 0 0 1 0 ALLISON STARK CHIEF EXECUTIVE OFFICER 307738 0 0 0 0 0 13200 0 8969 0 329907 0 0 0 KEVIN MCADAMS CHIEF FINANCIAL OFFICER 180427 0 0 0 0 0 6197 0 6327 0 192951 0 0 0 NAOMI FISHMAN MEDICAL DIRECTOR 390895 0 0 0 0 0 13200 0 8262 0 412357 0 0 0 LARRY MAK PSYCHIATRIST 280010 0 0 0 0 0 8776 0 7947 0 296733 0 0 0 DERRICK PERRY CHIEF PROGRAM OFFICER 186425 0 0 0 0 0 499 0 8241 0 195165 0 0 0 SCOTT SHALES CHIEF DEVELOPMENT OFFICER 157108 0 0 0 0 0 6109 0 6172 0 169389 0 0 0 CRAIG RUSCH CHIEF INFORMATION OFFICER 156605 0 0 0 0 0 4527 0 4593 0 165725 0 0 0 PART I, LINE 7 THE SENIOR LEADERSHIP AND DIRECTOR BONUS PLANS ARE DESIGNED TO PROVIDE INCENTIVE COMPENSATION FOR SUPERIOR PERFORMANCE IN MANAGING THE OPERATIONS AND RESULTS OF THE ORGANIZATION. BONUSES ARE CALCULATED AND PAID BASED ON THE ATTAINMENT OF SPECIFIC MEASURABLE ORGANIZATIONAL AND DEPARTMENTAL GOALS SET FOR THE FISCAL YEAR. X 44878 MARKET PRICES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT CPA AND IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. IT IS THEN REVIEWED BY THE FINANCE, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL AND DISTRIBUTED TO BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C UPON ACCEPTANCE TO THE BOARD, MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS. IN ADDITION, A RELATED PARTY QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER ON AN ANNUAL BASIS, REQUIRING DISCLOSURE OF ANY DIRECT OR INDIRECT BUSINESS TRANSACTIONS THAT THEY OR ANY RELATED PARTY HAVE WITH THE ORGANIZATION. THESE IDENTIFY POTENTIAL CONFLICTS OF INTEREST WHICH ARE THEN MONITORED AND ENFORCED WHEN NECESSARY. WHEN VOTING ACTIONS OCCUR IN THE BOARD MEETINGS, ANY PERSON KNOWN TO HAVE A CONFLICT OF INTEREST IS EXCUSED FROM THE MEETING UNTIL THE VOTE IS COMPLETED AND SUCH EXCUSALS ARE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ASSESSES THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND RECOMMENDS ANY COMPENSATION ADJUSTMENTS TO THE BOARD OF DIRECTORS FOR APPROVAL. IN ADDITION TO SPECIFIC PERFORMANCE CONSIDERATIONS, THE EXECUTIVE COMMITTEE USES COMPARATIVE DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR INSTITUTIONS, TO INFORM ITS RECOMMENDATION OF COMPENSATION ADJUSTMENTS. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS WHO SERVE IN VARIOUS OFFICER ROLES. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION OF SUCH DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR DOWNLOAD ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP -17,031. NET CHANGE IN CHARITABLE GIFT ANNUITY AGREEEMENTS 17,908. NET CHANGE IN BENEFICIAL INTEREST IN ALBERTINA KERR CENTERS FOUNDATION 1,193,052. NET CHANGE IN BENEFICIAL INTEREST IN AKC LLP -111,244. FORM 990, PART XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEE OF THE ORGANIZATION CONDUCTED A REQUEST FOR PROPOSAL PROCESS DURING THE YEAR ENDED JUNE 30, 2024, AND SELECTED A NEW INDEPENDENT AUDITOR. KERR BIKES LLC 424 NE 22ND AVENUE PORTLAND OR 97232 264135557 BIKE RENTAL BUSINESS OR 231938 ALBERTINA KERR CENTERS GRESHAM WFH GP LLC 424 NE 22ND AVENUE PORTLAND OR 97232 173175895 LOW-INCOME HOUSING OR 41141 3308947 ALBERTINA KERR CENTERS ALBERTINA KERR CENTERS FOUNDATION 424 NE 22ND AVENUE PORTLAND OR 97232 931297104 OR 501(C)(3) LINE 12A, I ALBERTINA KERR CENTERS 1 AKC LP 424 NE 22ND AVENUE PORTLAND OR 97232 853568081 LOW-INCOME HOUSING OR GRESHAM WFH GP LLC RELATED -111244 2654205 0 1 0.00010 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALBERTINA KERR CENTERS FOUNDATION C 389387 CASH