2022-12-16T16:43:10-06:00 2022-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2021-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD SE 150 SALEM OR 97302 MICHAEL KEMRY PRESIDENT 5035811732 2022-12-09 1 MICHAEL KEMRY 999009999 DEBRA D SMITH CPA P00646873 5036204489 2022-12-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JANET YOUSEY 4080 REED ROAD SE 150 SALEM OR 97302 26137705 0 X WWW.SHANGRILAOREGON.ORG X 1964 OR HELPING INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES RECOGNIZE AND ACHIEVE THEIR POTENTIAL. 8 8 502 58 0 0 25674284 21933452 1360635 1348554 120043 1849165 0 0 27154962 25131171 0 0 0 0 15890756 16548817 0 0 0 4593606 5090252 20484362 21639069 6670600 3492102 20350185 22605425 4632078 4150526 15718107 18454899 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 15514539 1348554 SHANGRI-LA'S RESIDENTIAL TREATMENT HOMES (RTH) PROVIDE DAILY LIVING SUPPORTS TO INDIVIDUALS WITH CHRONIC MENTAL ILLNESS IN A GROUP HOME 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 GROUP HOME SETTING IS DESIGNED FOR INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES WHO NEED CONTINUOUS CARE AND SUPERVISION. HOUSING SUPPORT AND SERVICES FOR APPROXIMATELY 142 ADULTS WITH DEVELOPMENTAL DISABILITIES AND 34 ADULTS WITH CHRONIC MENTAL ILLNESS IN GROUP HOMES AND SUPPORTED LIVING ARRANGEMENTS IN SALEM, NEWPORT, TOLEDO, JEFFERSON, ALBANY, CORVALLIS, EUGENE AND FLORENCE, 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 87 TENANTS WHO ARE ELDERLY, DISABLED, VICTIMS OF DOMESTIC VIOLENCE OR WHO HAVE OTHER BARRIERS TO OBTAINING HOUSING. 1842358 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 110 SEVERELY DISABLED ADULTS 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 520 TANF RECIPIENTS IN THE FISCAL YEAR TO HELP THEM TOWARD EMPLOYMENT AND SELF-SUFFICIENCY. 937518 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 TELEMEDICINE. 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. 18294415 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 152 0 1 502 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ANDRE VEILLET DIRECTOR OF FINANCE 5035811732 4080 REED ROAD SE 150 SALEM OR 97302 MICHAEL KEMRY PRESIDENT 4.00 X X 0 0 0 JAKE FRENCH VICE PRESIDENT 4.00 X X 0 0 0 NICK BENDER TREASURER 4.00 X X 0 0 0 JAN FRANK SECRETARY 4.00 X X 0 0 0 WINIFRED JU DIRECTOR 2.00 X 0 0 0 ALLISON MYERS DIRECTOR 2.00 X 0 0 0 EILEEN WOLFE DIRECTOR 2.00 X 0 0 0 RAE REYNOSA DIRECTOR 2.00 X 0 0 0 LORISSA ADDABBO DIRECTOR 2.00 X 0 0 0 JAMES KIMSEY DIRECTOR 2.00 X 0 0 0 JANET YOUSEY CHIEF EXECUTIVE OFFICER 40.00 X 153814 0 9935 ANDRE VEILLET DIRECTOR OF FINANCE 40.00 X 73078 0 4875 226892 0 14810 1 0 1 0 ENTERPRISE PO BOX 800089 KANSAS MO 641800089 VEHICLE FLEET LEASE 175339 COMCAST PO BOX 34744 SEATTLE WA 98124 CABLE, INTERNET, PHONE 156098 GREENSCENE LANDSCAPE 730 QUEEN AVE SE 15 ALBANY OR 97322 LANDSCAPE SERVICES 134151 UKG INC PO BOX 930953 ATLANTA GA 311930953 HR SERVICES, PAYROLL 129635 FASPSYCH 8687E VIA DE VENTURA STE 310 SCOTTSDALE AZ 85258 MENTAL HEALTH COUNSELING 128917 6 20721967 1211485 173507 21933452 HOUSING SERVICES 900099 1192753 1192753 OTHER PROGRAM REVENUE 900099 155801 155801 1348554 70421 70421 2785278 1006534 1778744 1778744 1778744 25131171 1348554 0 1849165 284180 284180 13558673 12151226 1407447 1672462 1470766 201696 1033502 908863 124639 26886 26886 49250 49250 850529 688856 161673 658444 482263 176181 1316831 982815 334016 74019 56376 17643 118904 33754 85150 699849 453674 246175 102972 96834 6138 REPAIRS & MAINTENANCE 417369 329672 87697 0 MISCELLANEOUS 379631 357074 22557 0 TRANSPORTATION 237634 157014 80620 0 LAUNDRY & HOUSEKEEPING 100004 67750 32254 0 57930 57478 452 21639069 18294415 3344654 0 9036406 8688651 177974 6367 2346543 1673482 224910 194099 15784123 8679700 7112668 7104423 1451684 4938403 20350185 22605425 385200 405831 100096 829773 2275814 0 1324231 2269497 546737 645425 4632078 4150526 X 15699384 18449570 18723 5329 15718107 18454899 20350185 22605425 3492102 -755310 0 X 0 1 X 1 0 X 21779011 21363714 21942882 25674284 21933452 112693343 21779011 21363714 21942882 25674284 21933452 112693343 112693343 26394 26814 32674 25920 70421 182223 112875566 8310074 0.99840 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 599039 11772 -99090 511721 448483 9618 140938 599039 448312 4875 -4704 448483 426340 21972 448312 391957 34383 426340 1.00000 0 0 1536294 1536294 9732420 5519677 4212743 496570 296217 200353 3106873 2639850 467023 911966 223956 688010 7104423 CAPITAL LEASES 645425 645425 X 24375861 -755310 -755310 25131171 0 25131171 21639069 0 21639069 0 21639069 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 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, 2022 OR 2021. X X X X 0 0 0 0 0 0 0 0 0 JANET YOUSEY CHIEF EXECUTIVE OFFICER 153814 0 0 0 0 0 0 0 9935 0 163749 0 0 0 X DEBT FORGIVENESS 1 173507 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEWS THE AUDITED FINANCIAL STATEMENT, SHANGRI-LA'S CFO AND CEO ASSIST WITH PREPARATION OF 990 AND VERIFY THAT FINANCIAL RESULTS MATCH THE AUDITED STATEMENTS, AND BOARD PRESIDENT REVIEWS AND SIGNS 990. BOARD MEMBERS CAN REQUEST 990 AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY POSSIBLE CONFLICTS. BOARD MEMBERS, CEO AND CFO 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. 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. FORM 990, PART VI, SECTION C, LINE 18 SHANGRI-LA'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO CFO AND CEO. ONCE THE WRITTEN REQUEST IS RECEIVED, DOCUMENTS WILL BE MAILED TO THE PARTY MAKING THE REQUEST WITHIN TWO WEEKS. FORM 990, PART VI, SECTION C, LINE 19 SHANGRI-LA'S ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO CFO AND CEO. ONCE THE WRITTEN REQUEST IS RECEIVED DOCUMENTS WILL BE MAILED TO THE PARTY MAKING THE REQUEST WITHIN TWO WEEKS.