2021-12-15T16:21:27-06:00 2021-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2020-07-01 201260228 FIRST GROWTH CHILDREN & FAMILY CHARITIES INC FIRS 5039720194 PO BOX 4285 PORTLAND OR 97208 KRISTY ANDERSON ACTING EXECUTIVE DIRECTOR 5039720194 2021-12-09 1 KRISTY ANDERSON 999009999 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X CLASSIC WINES FOUNDATION KRISTY ANDERSON PO BOX 4285 PORTLAND OR 97208 122211 0 X WWW.CLASSICWINESFOUNDATION.COM X 2004 OR OUR MISSION IS TO HAVE A LIFE-CHANGING IMPACT ON THE LIVES OF THE MOST VULNERABLE CHILDREN AND FAMILIES IN OUR COMMUNITY BY INSPIRING THE GENEROSITY OF DONORS AND SUPPORTING NONPROFIT PARTNERS THAT ARE BEST POSITIONED TO DELIVER THE HELP THAT IS NEEDED. 15 15 4 19 0 0 2008352 108494 129674 6400 0 0 52306 4732 2190332 119626 754000 4050 0 0 394069 184330 0 0 178 874714 89825 2022783 278205 167549 -158579 1078563 634838 503122 217976 575441 416862 X BASED IN PORTLAND, OREGON, WE ARE DEDICATED TO PRODUCING FOOD AND WINE EVENTS TO RAISE FUNDS FOR LOCAL NONPROFITS BENEFITING CHILDREN AND FAMILIES. 0 1 223628 4050 13717 DUE TO THE COVID PANDEMIC AND INABILITY TO GATHER IN PERSON, THE ORGANIZATION HAD TO LAY OFF ALL BUT ONE STAFF MEMBER. THE BOARD AND STAFF MEMBER SHIFTED TO HOSTING VIRTUAL, FOOD & WINE THEMED EVENTS BY PARTNERING WITH LOCAL PURVEYORS. THE ORGANIZATION CONTINUED TO BRING PAST AUCTION PACKAGES TO FRUITION BY CONVERTING THEM FROM IN-PERSON TO VIRTUAL EVENTS. THE ORGANIZATION ALSO OFFERED ITS SERVICES TO HOST PRIVATE VIRTUAL EVENTS TO LOCAL CORPORATIONS. 223628 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 1 X 8 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X KRISTY ANDERSON 5039720194 919 NE 19TH AVE STE 160 PORTLAND OR 97232 BRIAN GARISH CHAIR 4.00 X X 0 0 0 STEVEN WILKER SECRETARY 4.00 X X 0 0 0 TODD FRIEDMAN CHAIR-ELECT 4.00 X X 0 0 0 GRAHAM PETERSEN TREASURER 4.00 X X 0 0 0 RILLA DELORIER BOARD MEMBER 1.00 X 0 0 0 MATT FELTON BOARD MEMBER 1.00 X 0 0 0 PATTI HARRISON BOARD MEMBER 1.00 X 0 0 0 IAN LOMBARD BOARD MEMBER 1.00 X 0 0 0 RICK MAHLER BOARD MEMBER 1.00 X 0 0 0 JAY MASON BOARD MEMBER 1.00 X 0 0 0 SHAWN MENASHE BOARD MEMBER 1.00 X 0 0 0 WILLIAM OBEN BOARD MEMBER 1.00 X 0 0 0 ROLANDO POZOS BOARD MEMBER 1.00 X 0 0 0 DENNIS RAWLINSON BOARD MEMBER 1.00 X 0 0 0 LUIS VARGAS BOARD MEMBER 1.00 X 0 0 0 KRISTY ANDERSON ACTING EXECUTIVE DIRECTOR 40.00 X 87000 0 8220 HEATHER MARTIN EXECUTIVE DIRECTOR 40.00 X 52310 0 0 139310 0 8220 0 0 0 0 0 31976 76518 108494 PRIVATE EVENTS 900099 6400 6400 6400 0 31976 2585 -2585 -2585 7317 7317 7317 119626 13717 0 -2585 4050 4050 147530 118024 29506 32641 26113 6528 4159 3327 832 8927 8927 5850 5850 17388 17381 7 813 813 50254 50254 171 171 197 197 4243 4243 EVENT SUPPLIES 1502 1502 CREDIT CARD FEES 480 480 ALLOCATED EXPENSES 0 70132 -70132 278205 223628 54399 178 1531 1533 923703 607315 143358 15000 9571 10787 8491 8288 400 203 1078563 634838 92604 56126 154000 76518 22250 180000 139600 503122 217976 X 575441 416862 575441 416862 1078563 634838 -158579 0 X 0 0 0 X 3135427 2672955 2741859 2008352 108494 10667087 3135427 2672955 2741859 2008352 108494 10667087 97514 10569573 286896 244295 171805 105537 4733 813266 11480353 693650 0.92070 0.92420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4583 4380 203 3908 3908 0 203 AUCTION REFUNDS AND ALLOWANCE 139600 139600 VIRTUAL CORKS+FORKS 31976 31976 2390 195 31976 31976 2390 195 2585 -2585 OR 1 0 0 0 0.10000 0.90000 KRISTY ANDERSON 919 NE 19TH AVE STE 160 PORTLAND OR 97214 0 0 X X X X 1 0 0 0 0 0 0 0 0 PART I, LINE 3 DUE TO THE COVID PANDEMIC AND CEASING OF ALL IN PERSON EVENTS, HEATHER MARTIN WAS PROVIDED A SEVERANCE PACKAGE AND HER EMPLOYMENT ENDED JULY 24, 2020. PART I, LINE 4A HEATHER MARTIN, $52,310 FORM 990, PART III, LINE 3 DUE TO THE GLOBAL COVID PANDEMIC, WE WERE UNABLE TO HOST IN PERSON FOOD AND WINE EVENTS TO RAISE FUNDS FOR OUR PARTNER ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, IMMEDIATE PAST CHAIR, 3 OR 4 OTHER BOARD MEMBERS, AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD, BUT PRIMARILY MAKES RECOMMENDATIONS TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 2 CWF RECEIVES LEGAL SERVICES FROM A LAW FIRM WHERE A DIRECTOR SERVES AS A PARTNER. THE ORGANIZATION MAINTAINS AN INVESTMENT ACCOUNT WHERE A DIRECTOR SERVES AS A VICE PRESIDENT. TWO DIRECTORS ALSO SERVE ON THE BOARDS OF NONPROFITS WHO BENEFIT FROM FUNDS FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH INCLUDES THE TREASURER, BEFORE IT IS FILED. THE 990 WILL BE PRESENTED TO THE BOARD AND COPIES WILL BE MADE AVAILABLE TO BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND EMPLOYEES AGREE TO INFORM THE BOARD OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND DISCLOSE ALL MATERIAL FACTS RELATED TO THE CONFLICTS. A COPY OF THE POLICY IS PROVIDED TO ALL OFFICERS, DIRECTORS AND EMPLOYEES AND OFFICERS AND DIRECTORS COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS SURVEY RESULTS FROM NONPROFIT PARTNERS' EXECUTIVE DIRECTORS. KEY STAFF AND CWA BOARD MEMBERS TO EVALUATE ANNUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.