2021-03-15T12:04:06-07:00 2020-06-30 931157146 Kern & Thompson LLC 1800 SW First Avenue Suite 410 Portland OR 97201 990 2019-07-01 930397825 Metropolitan Family Service METR 5032320007 1808 SE Belmont Street Portland OR 97214 FAVONA ALLISON CFO 2021-03-12 true Kris Oliveira CPA P00959389 5032223338 X 2019 2022-09-23 18:48:47Z JUDY STRAND 8545351 false X WWW.METFAMILY.ORG X 1950 OR METROPOLITAN FAMILY SERVICE (THE AGENCY) IS AN INDEPENDENT NOT-FOR-PROFIT AGENCY, ESTABLISHED TO HELP PEOPLE MOVE FROM POVERTY TO PROSPERITY, FROM INEQUITY TO SOCIAL JUSTICE, AND FROM SOCIAL ISOLATION TO CONNECTEDNESS. 19 18 569 311 0 6359897 7036675 1152552 1123306 175219 151508 135232 112951 7822900 8424440 422868 459162 0 6232503 6886124 0 304662 1390864 1253408 8046235 8598694 -223335 -174254 6890550 7878117 932091 2090540 5958459 5787577 THE AGENCY FOCUSES ITS EFFORTS ON THREE KEY COMMUNITY INITIATIVES: 1. STRENGTHENING EARLY CHILDHOOD DEVELOPMENT AND BUILDING YOUTH SUCCESS THROUGH COLLABORATION AND INNOVATION. 2. DEVELOPING AND PROMOTING EFFECTIVE APPROACHES TO COMMUNITY-BASED HEALTH AND WELLNESS THROUGHOUT THE LIFESPAN. 3. ADVANCING INDIVIDUAL AND FAMILY ECONOMIC WELL-BEING.ADDITIONALLY, COLLABORATION AND PARTNERSHIP WITH OTHER ORGANIZATIONS IS NECESSARY AND VITAL. ON A PROGRAMMATIC LEVEL, THE AGENCY PARTNERS WITH HUNDREDS OF ORGANIZATIONS AT 30+ SERVICE SITES. IT IS THE AGENCYS DEEP COMMITMENT TO COLLABORATION AND PARTNERSHIP THAT IS HELPING US WORK TOWARD TRULY TRANSFORMING THE PROGRAMMING AND SYSTEMS THAT WE NEED TO CREATE LONG-TERM, LARGER-SCALE CHANGE IN OUR COMMUNITY.SINCE 1950, WEVE JOINED FORCES WITH KEY COMMUNITY PARTNERS FROM EDUCATION, HEALTHCARE, BUSINESS AND GOVERNMENT TO CREATE OPPORTUNITIES THAT CHANGE LIVES AND MAKE COMMUNITIES STRONGER. OUR COMMITMENT TO LOW-INCOME CHILDREN, FAMILIES AND OLDER ADULTS false false 6735838 339232 1123306 IN 2020 THE AGENCY SERVED 25,000 CLIENTS. SEVENTY-THREE PERCENT ARE CLIENTS OF COLOR. THE AGENCY:HELPS YOUTH AND FAMILIES LIVING IN LOW RESOURCED COMMUNITIES VIA COMMUNITY SCHOOL PROGRAMS, SCHOOL-BASED INTERGENERATIONAL TUTORING/MENTORING & FAMILY ENGAGEMENT ACTIVITIES. THE AGENCY HAS CREATED STABLE PARTNERSHIPS WITH OVER 25 SCHOOLS ACROSS 7 DISTRICTS OVER THE PAST 19 YEARS AND PROVIDED SERVICES TO ALMOST 4,000 CHILDREN AND PARENTS THIS YEAR.SUPPORTS FAMILIES VIA EARLY CHILDHOOD LEARNING/KINDERGARTEN-READINESS PROGRAMS; PARENTING, HEALTH AND ECONOMIC EMPOWERMENT PROGRAMS. THIS YEAR APPROXIMATELY 200 FAMILIES WERE SERVED.RESULTS OF OUR EARLY CHILDHOOD LEARNING PROGRAM: LAST YEAR, 87% OF CHILDREN SHOWED IMPROVEMENT IN DEVELOPING SOCIAL EMOTIONAL SKILLS (AS MEASURED BY THE CHILD BEHAVIOR RATING SCALE) THAT PREDICT 3RD GRADE READING PROFICIENCY AND FUTURE SUCCESS IN SCHOOL.RESULTS OF OUR ECONOMIC EMPOWERMENT PROGRAM: SERVICES ARE INTEGRATED ACROSS CORE PROGRAMS TO ENHANCE RESULTS FOR FINANCIAL STABILITY & OTHER SOCIAL SERVICE PROGRAMS. THE AGENCY HELPED BOOST FAMILY INCOME BY AN AVERAGE OF $1,242 LAST YEAR BY CONNECTING FAMILIES TO EARNED INCOME TAX CREDITS. THIS YEAR, 450 PEOPLE WERE SERVED THROUGH ECONOMIC EMPOWERMENT SERVICES, INCLUDING GROUP AND 1:1 FINANCIAL COACHING, BUDGETING, ASSET BUILDING (LOW COST AUTO LOANS AND INDIVIDUAL DEVELOPMENT ACCOUNTS), DEBT MANAGEMENT AND CREDIT INFORMATION. IN SEPTEMBER 2019, MFS EXPANDED ECONOMIC EMPOWERMENT SERVICES THROUGH A MERGER WITH CASH OREGON, A 501(C)3 THAT HAS BEEN SINGULARLY FOCUSED ON HELPING PEOPLE WITH FREE TAX PREPARATION. MFS MERGED WITH CASH OREGON IN ORDER TO ADD TO THE ECONOMIC EMPOWERMENT SET OF SERVICES AT MFS THROUGH ADDING CAPACITY TO HELP PEOPLE WHO ARE NOT REQUIRED TO FILE TAXES, BUT WHO ARE ELIGIBLE FOR RETURNS THROUGH EARNED INCOME TAX CREDITS AND CHILD TAX CREDITS. THE MERGER ADDED 11,489 SERVICE USERS WHO ARE NOW SUPPORTED AROUND THEIR TAX PREP NEEDS.OFFERS SERVICES FOR OLDER ADULTS INCLUDING TRANSPORTATION AND IN-HOME SUPPORTS TO HELP MAINTAIN INDEPENDENCE; THIS YEAR, 5,500 OLDER ADULTS HAVE BEEN HELPED. LAST YEAR, ALMOST 27,000 RIDES TO MEDICAL APPOINTMENTS, THE GROCERY STORE OR SOCIAL OUTINGS WERE PROVIDED FOR AROUND 1,000 ISOLATED OLDER AND DISABLED ADULTS.DISTRIBUTED OVER 1.6 MILLION POUNDS OF FOOD TO 8,500 PEOPLE AT OUR SCHOOL-BASED FOOD PANTRIES AND MARKETS LAST YEAR. 6735838 true true false false false false false false false true true false false true false false true false false false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 24 0 true 569 true false false false false false false false 0 false false false false false false false X 19 18 false false false false false false false true true false false true true true true true true true true false OR X METROPOLITAN FAMILY SERVICE 5032320007 1808 SE BELMONT STREET PORTLAND OR 97214 JUDY APPLEGATE STRAND CEO 40.00 0.00 X X 143668 0 11151 FAVONA ALLISON CFO 40.00 0.00 X 98879 0 4994 KATIE GALLAGHER CHAIR 2.00 0.00 X X 0 0 0 JARDON JARAMILLO VICE CHAIR 1.00 0.00 X X 0 0 0 AMY NELSON Treasurer 1.00 0.00 X X 0 0 0 AME WELLMAN LEWIS Secretary 1.00 0.00 X X 0 0 0 BRIE BRIDEGUM PIERZNIK BOARD MEMBER 1.00 0.00 X 0 0 0 DEANNA D'SOUZA BOARD MEMBER 1.00 0.00 X 0 0 0 SHEA FLAHERTY BETIN BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN GARISH BOARD MEMBER 1.00 0.00 X 0 0 0 FARHAD GHAFARZADE BOARD MEMBER 1.00 0.00 X 0 0 0 MARIA GONZALEZ BOARD MEMBER 1.00 0.00 X 0 0 0 BLAIRE HERVEY BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER ANDERSON-KAPKE BOARD MEMBER 1.00 0.00 X 0 0 0 CARON KUSHNER BOARD MEMBER 1.00 0.00 X 0 0 0 JENNY MACNICHOL BOARD MEMBER 1.00 0.00 X 0 0 0 SHEA MORRISON BOARD MEMBER 1.00 0.00 X 0 0 0 BRUCE MURRAY BOARD MEMBER 1.00 0.00 X 0 0 0 CHERYL MYERS BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN SPOONER BOARD MEMBER 1.00 0.00 X 0 0 0 242547 16145 1 false true false 0 5731337 1305338 345883 7036675 PRIVATE SERVICE FEES 624100 1123306 1123306 1123306 151508 151508 0 0 0 0 233862 120911 112951 112951 0 0 0 8424440 1123306 264459 0 459162 459162 0 0 264504 264504 0 5535910 4591520 731435 212955 108030 91882 11662 4486 519738 409979 89743 20016 457942 356726 83799 17417 0 0 0 0 0 21571 21571 247309 69694 175472 2143 11629 5002 6521 106 85899 51002 31405 3492 0 0 186531 161427 20574 4530 185791 182041 3441 309 0 47417 35210 12207 0 0 1943 1457 486 33987 396 33591 SUPPLIES 252852 205859 25207 21786 MINOR EQUIPMENT/REPAIRS 159275 95277 46576 17422 IN KIND FOOD AND SUPPLIES 19204 19204 0 8598694 6735838 1558194 304662 246101 1356624 0 1126785 1196368 0 0 0 0 0 81979 74633 314914 307230 14702 7684 4981822 4823563 0 0 0 439161 419245 6890550 7878117 841879 792198 90212 1298342 932091 2090540 X 5726830 5522128 231629 265449 5958459 5787577 6890550 7878117 X -174254 -90714 94086 X false true X true true true X 6861991 5166211 5711036 6359897 7036675 31135810 0 0 6861991 5166211 5711036 6359897 7036675 31135810 0 31135810 133903 144038 170896 175219 151508 775564 0 162295 240862 193087 249565 233862 1079671 32991045 5288017 0.94380 0.94780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5148330 35714 209262 4974782 5194067 231803 277540 5148330 5057759 246820 110512 5194067 4952555 419215 314011 5057759 5297269 -123392 221322 4952555 0.97130 0.02350 0.00520 true false false 314914 307230 7684 7684 BENEFICIAL INTEREST ASSETS HELD BY OTHER 419245 419245 8322062 -90714 9907 -80807 8402869 21571 21571 8424440 8587030 9907 9907 8577123 21571 21571 8598694 Part V, Line 4: Intended uses of the endowment fund. THE GOAL OF THE AGENCY'S ENDOWMENT INVESTMENT IS TO HOLD A PERMANENT ENDOWMENT THAT WILL ACHIEVE A RATE OF RETURN THAT WILL ALLOW THE AGENCY TO RESPOND TO TODAY'S NEEDS AND ACHIEVE LONG-TERM GROWTH FOR FUTURE NEEDS. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S RECLASSIFIED INVESTMENT FEES $21571 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S RECLASSIFIED INVESTMENT FEES $21571 false A GATHERING OF GOOD 233862 233862 120911 233862 233862 120911 120911 112951 true 0 0 NONCASH ASSISTANCE 250 320028 FAIR MARKET VALUE FOOD AND SUPPLIES CASH ASSISTANCE 4700 139134 Grantmaker's Description of How Grants are Used MFS USES FUND ACCOUNTING. WE HAVE PROJECTS SET UP WITHIN OUT ACCOUNTING SYSTEM TO TRACK REVENUE AND EXPENDITURES BY FUNDING SOURCE USING THESE PROJECT ID'S. X false false false false false false false false false JUDY APPLEGATE STRAND CEO 128668 15000 5748 5403 154819 X 16825 FMV X 20 326534 FMV X EQUIPMENT 1 2524 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process FORM 990 E-MAILED TO FINANCE COMMITTEE FOR APPROVAL PRIOR TO FINALIZING THE RETURN. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUAL SIGNED FORM SPECIFYING CONFLICTS OF INTEREST IS REQUIRED OF ALL DIRECTORS. BOARD MEMBERS HAVING CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM RELATED MATTERS. NO CONFLICTS HAVE BEEN NOTED. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management BOARD OF DIRECTORS REVIEWS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WITH ATTENTION GIVEN TO COMPARABLE POSITIONS. BOARD APPROVES OFFICER AND KEY EMPLOYEE COMPENSATION. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees BOARD OF DIRECTORS REVIEWS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WITH ATTENTION GIVEN TO COMPARABLE POSITIONS. BOARD APPROVES OFFICER AND KEY EMPLOYEE COMPENSATION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST AT THE OFFICES OF THE ORGANIZATION. Other Changes In Net Assets Or Fund Balances - Other Increases NET ASSETS RELATED TO MERGER = $94086