2021-04-06T18:36:49-05:00 2020-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2019-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD SE NO 150 SALEM OR 97302 NICK BENDER PRESIDENT 5035811732 2021-04-06 1 ELSA A ROMERO P00485021 5036204489 2021-04-06 2019 2022-09-23 18:48:47Z JANET YOUSEY 4080 REED ROAD SE NO 150 SALEM OR 97302 23566908 0 X WWW.SHANGRILAOREGON.ORG X 1964 OR TO SERVE PEOPLE WITH DISABILITIES/DISADVANTAGES SO THEY MAY RECOGNIZE THEIR POTENTIAL. 8 8 785 107 0 0 21363714 21942882 1844696 1565148 619409 40921 0 0 23827819 23548951 0 0 0 0 18496208 15414986 0 0 0 5173157 4883071 23669365 20298057 158454 3250894 12768000 17720949 7279761 9018007 5488239 8702942 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 12961561 1215987 HOUSING SUPPORT AND SERVICES FOR APPROXIMATELY 140 ADULTS WITH DEVELOPMENTAL DISABILITIES AND 30 ADULTS WITH CHRONIC MENTAL ILLNESS IN GROUP HOMES AND SUPPORTED LIVING ARRANGEMENTS IN SALEM, NEWPORT, TOLEDO, JEFFERSON, ALBANY, CORVALLIS, EUGENE AND FLORENCE, OREGON. TRANSITIONAL LOW-INCOME HOUSING TO 48 TENANTS WHO ARE ELDERLY, DISABLED, VICTIMS OF DOMESTIC VIOLENCE OR WHO HAVE OTHER BARRIERS TO OBTAINING HOUSING. 1930928 349161 EMPLOYMENT TRAINING AND ALTERNATIVES-TO-EMPLOYMENT SUPPORT SERVICES FOR APPROXIMATELY 150 SEVERELY DISABLED ADULTS IN SMALL BUSINESS SETTINGS AND SUPPORTED WORK ENVIRONMENTS IM SALEM, NEWPORT AND FLORENCE, OREGON. 2181713 WORK AND LIFE SKILLS TRAINING TO ADULTS RECEIVING TEMPORARY AID TO NEEDY FAMILIES (TANF) WITH BARRIERS TO SUSTAINED EMPLOYMENT WHO ARE REFERRED TO OUR SERVICES THROUGH DEPARTMENT OF HUMAN SERVICES. SHANGRI-LA PROVIDED VARYING DEGREES OF SERVICE TO APPROXIMATELY 317 TANF RECIPIENTS IN THE FISCAL YEAR TO HELP THEM TOWARD EMPLOYMENT AND SELF-SUFFICIENCY. 17074202 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 62 0 1 785 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 KERRY LEIGH CONTROLLER 5035811732 4080 REED ROAD SE 150 SALEM OR 97302 NICK BENDER PRESIDENT 4.00 X X 0 0 0 MICHAEL KEMRY VICE PRESIDENT 2.00 X X 0 0 0 WINIFRED JU SECRETARY 2.00 X X 0 0 0 ALLISON MYERS TREASURER 2.00 X X 0 0 0 JAKE FRENCH DIRECTOR 2.00 X 0 0 0 EILEEN WOLFE DIRECTOR 2.00 X 0 0 0 LORISSA ADDABBO DIRECTOR 2.00 X 0 0 0 JAN FRANK DIRECTOR 2.00 X 0 0 0 JANET YOUSEY CHIEF EXECUTIVE OFFICER 40.00 X 117460 0 0 117460 0 0 1 0 0 0 0 21717465 225417 28924 21942882 HOUSING SERVICES 900099 1215987 1215987 OTHER PROGRAM REVENUE 900099 176072 176072 EMPLOYMENT SERVICES 900099 173089 173089 1565148 32674 32674 26204 17957 8247 8247 8247 23548951 1565148 0 40921 120541 120541 12666374 11363381 1302993 1766436 1598952 167484 861635 779939 81696 39402 39402 48750 48750 624268 340692 283576 416398 228761 187637 1367705 1022333 345372 99113 61110 38003 200967 101204 99763 748176 511514 236662 99613 13605 86008 REPAIRS & MAINTENANCE 307490 251794 55696 BAD DEBTS 271139 268066 3073 TRANSPORTATION 252737 203402 49335 FOOD & BEVERAGE 232522 231661 861 174791 97788 77003 20298057 17074202 3223855 0 1691629 6815610 110817 152054 1862332 2281576 174158 229307 17129272 9993990 7785718 7135282 1143346 1107120 12768000 17720949 1068153 316054 235613 34629 2717167 2593719 3258828 6073605 7279761 9018007 X 5454615 8652322 33624 50620 5488239 8702942 12768000 17720949 3250894 -36191 0 X 0 1 X 1 0 X 20962951 22420284 21779011 21363714 21942882 108468842 20962951 22420284 21779011 21363714 21942882 108468842 108468842 23983 25841 26394 26814 32674 135706 108604548 11490582 0.99880 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 448312 4875 -4704 448483 426340 21972 448312 391957 34383 426340 347118 3600 41239 391957 339264 500 7354 347118 1.00000 0 0 1618854 1618854 9473618 5427898 4045720 1973139 1331960 641179 4039871 3234132 805739 23790 23790 7135282 X 23512760 -36191 -36191 23548951 0 23548951 20298057 0 20298057 0 20298057 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, 2020 OR 2019. A STATE OF OREGON - OREGON FACILITIES AUTHORITY 936001787 2011-04-28 3580867 TO REFINANCE TAXABLE LOANS ON FIVE PROPERTIES 0 0 0 A 987148 3580867 131387 3449480 2011 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 X DEBT FORGIVENESS 1 28924 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 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.