2018-11-13T12:17:16-06:00 2018-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2017-07-01 931086629 SELF ENHANCEMENT INC SELF 5032491721 3920 N KERBY AVENUE PORTLAND OR 972271255 TONY ANDE DIRECTOR OF FINANCE & ADMIN 5032491721 2018-11-08 1 SANG AHN P00540880 5032270581 50.204.228.78 2018-11-08 15:10:28 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z TONY L HOPSON SR 3920 N KERBY AVENUE PORTLAND OR 972271255 17681955 0 X WWW.SELFENHANCEMENT.ORG X 1992 OR HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. 22 22 516 100 0 0 16076727 16603665 0 0 2578 -148 907844 859073 16987149 17462590 3089149 3223737 0 0 10217792 10350266 0 0 570899 3543617 4612183 16850558 18186186 136591 -723596 9189394 8726443 6014138 6243670 3175256 2482773 X SELF ENHANCEMENT IS DEDICATED TO HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. WORKING WITH SCHOOLS, FAMILIES AND COMMUNITY ORGANIZATIONS, SELF ENHANCEMENT PROVIDES OPPORTUNITIES FOR PERSONAL AND ACADEMIC SUCCESS, BRINGING HOPE TO INDIVIDUAL YOUNG PEOPLE AND ENHANCING THE QUALITY OF COMMUNITY LIFE. 0 0 5473768 563911 CORE PROGRAM SELF ENHANCEMENT INC. IS ONE OF THE NATION'S MOST COMPREHENSIVE AND SUCCESSFUL YOUTH DEVELOPMENT ORGANIZATIONS. SELF ENHANCEMENT HAS A 35 YEAR HISTORY SERVING THE PORTLAND COMMUNITY. OVER 90% OF THE PROGRAM PARTICIPANTS HAVE OVERCOME SIGNIFICANT BARRIERS TO SUCCESS SUCH AS POVERTY, FAMILY SUBSTANCE ABUSE, GANG INVOLVEMENT, ABSENT PARENTS, AND LOW ACADEMIC ACHIEVEMENT. THESE STUDENTS HAVE GONE ON TO BECOME POSITIVE CONTRIBUTING CITIZENS, WHICH IS DEFINED BY SELF ENHANCEMENT AS AT LEAST 2 YEARS OF POST-SECONDARY EDUCATION OR LIVING WAGE EMPLOYMENT. THE CORE PROGRAM SERVICES ARE BASED ON THE RELATIONSHIP MODEL IN WHICH ADULTS TAKE ON THE ROLES OF TEACHER, PARENT, AND MENTOR. SELF ENHANCEMENT SERVICES ARE OFFERED WITHIN A CULTURE OF SUCCESS; ARE COMPREHENSIVE (SUMMER, IN-SCHOOL, AND AFTER-SCHOOL); AND OFFERED ON A CONTINUUM (SERVING STUDENTS FROM AGE 8 THROUGH 25). EACH STUDENT IS ASSIGNED TO A COORDINATOR WHO MONITORS THE STUDENT'S ATTENDANCE, BEHAVIOR, AND ACADEMIC ACHIEVEMENTS.AN INDIVIDUAL SUCCESS PLAN IS CREATED FOR EACH STUDENT THAT SETS ACADEMIC, PERSONAL, AND SOCIAL GOALS. ACADEMIC SUPPORT, ARTS EXPERIENCES, RECREATION ACTIVITIES, COMMUNITY SERVICE OPPORTUNITIES, LEADERSHIP TRAINING, AND SOCIAL AND LIFE SKILLS CLASSES ARE OFFERED THROUGH THE AFTER-SCHOOL PROGRAM. AN INTENSIVE 5-WEEK SUMMER PROGRAM HELPS KEEP STUDENTS ENGAGED YEAR-ROUND . DURING THE 2014-15 SCHOOL-YEAR, SELF ENHANCEMENT SERVED NEARLY 1,200 STUDENTS IN THE CORE PROGRAM AND 97% OF THE SENIOR CLASS GRADUATED FROM HIGH SCHOOL. 1722578 2103 NON-CORE YOUTH PROGRAM SELF ENHANCEMENT SERVES NEARLY 3,000 YOUTH EACH YEAR, THROUGH A VARIETY OF NON-CORE PROGRAMS. SELF ENHANCEMENT MANAGES 6 SCHOOLS UNITING NEIGHBORHOODS (SUN) COMMUNITY SCHOOLS AND PROVIDES SOCIAL AND SUPPORT SERVICES FOR EDUCATIONAL SUCCESS UNDER THE MULTNOMAH COUNTY SUN SERVICE SYSTEM FOR BOTH REGION 2 AND AFRICAN AMERICAN TARGET OUTREACH POPULATION. SELF ENHANCEMENT ALSO PROVIDES SERVICES TO YOUTH UNDER MULTNOMAH COUNTY'S SCHOOL ATTENDANCE INITIATIVE AND PORTLAND CHILDREN'S LEVY FOSTER CARE PROGRAM. 7240521 2657723 COMMUNITY + FAMILY PROGRAMS SELF ENHANCEMENT RECOGNIZES THAT AT-RISK YOUTH MOST OFTEN COME FROM AT-RISK FAMILIES. THE POSITIVE WORK SEI DOES WITH YOUNG PEOPLE DURING THE DAY AND AFTER-SCHOOL CAN EASILY BE UNRAVELED BY AN UNHEALTHY SITUATION IN THE HOME. FOR THIS REASON, SELF ENHANCEMENT'S PROGRAMS INCLUDE OUTREACH SERVICES TO FAMILIES INCLUDING CASE MANAGEMENT, PARENTING CLASSES, ENERGY ASSISTANCE, JOB PLACEMENT, AND REFERRALS TO OUTSIDE RESOURCES. SELF ENHANCEMENT PROVIDES CULTURALLY COMPETENT SUPPORT SERVICES THROUGH THE IN-HOME SAFETY AND REUNIFICATION PROGRAM, THE DOMESTIC AND SEXUAL VIOLENCE PREVENTION PROGRAM, THE PARENT-CHILD DEVELOPMENT PROGRAM, THE HEALTHY HOMES PROGRAM, AND THE COMMUNITY WORKS PROGRAM. SELF ENHANCEMENT ALSO PROVIDES ASSISTANCE WITH BASIC NEEDS SUCH AS HOUSING AND ENERGY ASSISTANCE. SELF ENHANCEMENT CURRENTLY SERVES OVER 7,500 INDIVIDUALS AND FAMILIES FOR ALL AGE GROUPS THROUGH COMMUNITY AND FAMILY PROGRAMS. 906129 0 OTHER PROGRAMMING INCLUDES CAPACITY BUILDING PROGRAMS 906129 0 15342996 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 394 0 516 1 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X TONY ANDE 5032491721 3920 N KERBY AVENUE PORTLAND OR 972271255 ADRIENNE HON-NELSON CHAIR, EXEC COMM, FINANCE COMM 1.00 X X 0 0 0 CORTLANDT CUFFEE VICE CHAIR, CHAIR BOARD DEV &COMM 2.00 X X 0 0 0 WAYNE MONFRIES CHAIR FINANCE COMMITTEE, BOARD TREASURER, EXEC COM 2.00 0.30 X X 0 0 0 CAROL STUART PDD BOARD SEC, EXEC COMM, BOARD DEV COMM 2.00 X X 0 0 0 BRIAN PIENOVI BOARD DEV &COMM 1.00 X 0 0 0 BRUCE SOUTHWORTH FINANCE COMMITTEE 2.00 X 0 0 0 CASEY CALLINSKY MEMBER 1.00 X 0 0 0 DARRYL MAY FINANCE COMMITTEE 1.00 X 0 0 0 DR VALERIE HALPIN MEMBER 1.00 X 0 0 0 JAN TURNER BOARD DEV &COMM, GOV RELATIONS 1.00 X 0 0 0 JENNY GILHOOLY BOARD DEV COMM 1.00 X 0 0 0 JUSTIN DELANEY CHAIR EMERITUS, EXEC COMMITTEE, CHAIR GOV REL 1.00 X 0 0 0 KAROLYN NEUPERT GORDON MEMBER 2.00 X 0 0 0 KIOSHA FORD MEMBER 1.00 X 0 0 0 LYNN OGDEN BOARD DEV COMM 1.00 X 0 0 0 MARK WALLER GOVERNMENT RELATIONS 1.00 X 0 0 0 MARY RUBLE CHAIR RESOURCE, DEV COMM, EXEC COMM, BOARD DEV COM 1.00 X 0 0 0 MICHAEL LEVELLE MEMBER 1.00 X 0 0 0 MORGAN BELTZ MEMBER 1.00 X 0 0 0 REGGIE GUYTON BOARD DEVELOPMENT COMM 2.00 X 0 0 0 RICH ROCHE MEMBER 1.00 X 0 0 0 WILLIAM MITCHELL MEMBER 1.00 X 0 0 0 TONY L HOPSON SR PRESIDENT & CEO, EXEC COMM, DEV COMM, GOV COMM, FI 40.00 2.00 X 271862 0 31047 LIBRA FORDE COO 40.00 X 116659 0 22852 TONY ANDE DIR. OF FIN. AND ADMIN. 40.00 X 110819 0 16902 499340 0 70801 3 0 1 0 URBAN LEAGUE OF PORTLAND 10 N RUSSELL AVE PORTLAND OR 97227 SUBRECEIPIENT FOR GOV GRANT, ASSIST CLIE 550008 GREAT AMERICA FINANCIAL SERVICES PO BOX 660831 DALLAS TX 75266 EQUIPMENT FINANCING 209924 NEIGHBORHOOD HOUSE 7780 SW CAPITOL HWY PORTLAND OR 97219 SUBRECEIPIENT FOR GOV GRANT, ASSIST CLIE 116753 PORTLAND OPPORTUNITIES INDUSTRIAL CENTER 717 N KILLINGSWORTH CT PORTLAND OR 97217 SUBRECEIPIENT FOR GOV GRANT, ASSIST CLIE 104470 4 13820479 2783186 100349 16603665 8309 0 8309 8309 8309 148 -148 -148 -148 1047550 219217 828333 828333 MISCELLANEOUS INCOME 900099 16882 16882 CONSULTING INCOME 900099 5549 5549 22431 17462590 0 0 858925 97500 97500 3126237 3126237 578732 441695 115017 22020 7455589 5690189 1481722 283678 110889 84632 22038 4219 1368234 1044252 271922 52060 836822 638672 166310 31840 6041 444 5563 34 65307 65307 253216 23409 227992 1815 370491 155165 206843 8483 288178 234130 52299 1749 113687 113687 339424 271169 56601 11654 137644 103537 28543 5564 CONTRACT SERVICES 1969286 1951448 3303 14535 EVENTS AND ACTIVITIES 525255 502742 15419 7094 MISCELLANEOUS 362032 109218 168069 84745 EQUIPMENT AND BUILDING 189768 20784 165799 3185 -8146 847773 -894143 38224 18186186 15342996 2272291 570899 -109025 2230 50 50 1000591 540424 1228892 1348342 199467 99696 11885323 5149622 6869081 6735701 338 9189394 8726443 1238684 1304843 214012 542513 709709 669307 3851733 3727007 6014138 6243670 X 1499516 1009626 1675740 1473147 3175256 2482773 9189394 8726443 X -723596 31113 X X 0 1 X 1 1 1 X 8728413 10646193 10788136 16076727 16603665 62843134 8728413 10646193 10788136 16076727 16603665 62843134 62843134 8980 8 10116 8309 27413 1191957 1158379 516062 899819 850764 4616981 67487528 673813 0.93120 0.93610 X 17615290 17615290 1000000 250000 0 0 652954 788501 963144 1000000 3404599 5106899 163239 197125 240786 250000 851150 1276725 10812002 4177063 6634939 1025890 925128 100762 47431 47431 0 6735701 LOAN FROM RELATED PARTY 1861115 LINE OF CREDIT 1865892 3727007 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. SOUL OF THE CITY 965677 965677 26607 28200 55009 5340 62714 PORTLAND INT'L AUTO SHOW 76000 76000 24800 2 5873 5873 3308 2220 9711 1308 1047550 1047550 26607 31508 57229 39851 64022 219217 828333 1 FMYI INC PO BOX 12168 PORTLAND OR 97212 205236952 7500 CONTRACTED SERVICES PORTLAND COMMUNITY REINVESTMENT INITIATIVE 6329 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97211 931059146 501(C)(3) 45000 CONTRACTED SERVICES URBAN LEAGUE OF PORTLAND 10 N RUSSELL AVE PORTLAND OR 97227 930395590 501(C)(3) 45000 CONTRACTED SERVICES 2 1 PERSONAL CARE/FOOD 19707 RENT 1116 2502722 HOTELS 20 11939 TRANSPORT 62 16642 ID 25 2878 UTILITIES 29 36817 CLOTHING 125 28334 MISCELLANEOUS 500 195632 STUDENT SUPPORT 223 37227 DEBT 72 96972 FURNITURE 110 140700 AUTO REPAIR/MAINT 6 7748 APPLICATION FEES 173 10462 INFANT/CHILD SUPPLIES 39 9668 STORAGE 16 3873 MOVING EXPENSES 18 4916 PART I, LINE 2: EACH PROGRAM HAS WRITTEN GUIDELINES FOR PROVIDING ASSISTANCE. COORDINATORS AND CASE MANAGERS MUST ADHERE TO THESE GUIDELINES. PROGRAM MANAGERS CONDUCT PERIODIC FILE REVIEWS TO ASSURE COMPLIANCE WITH GUIDELINES. ORGANIZATION DETERMINED NUMBER OF RECIPIENTS BASED ON NUMBER OF PROGRAM PARTICIPANTS. AGENCY ALSO UNDERGOES AUDITS AND REVIEW OF RECORDS BY GRANTOR. SCHEDULE I, PART IV ORGANIZATION DETERMINED NUMBER OF RECIPIENTS BASED ON NUMBER OF PROGRAM PARTICIPANTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 TONY L HOPSON SR PRESIDENT & CEO, EXEC COMM, DEV COMM 217862 0 54000 0 0 0 8100 0 22947 0 302909 0 0 0 PART I, LINE 1A HEALTH CLUB MEMBERSHIP DUES, TONY HOPSON, SR. PRESIDENT AND CEO-TREATED AS TAXABLE INCOME. X 79547 DETERMINED BY DONOR X BUS TICKETS/CLIENT SUPPORT 19 19988 DETERMINED BY DONOR X OTHER DONATIONS 3 814 DETERMINED BY DONOR 1 0 1 0 PART I, COLUMN (B): NIKE DONATED SHOES, CLOTHING AND OTHER APPERAL ITEMS. NIKE ALSO CONTRIBUTED BIKES AND HELMETS FOR OUR YOUTH PROGRAM. CONTRIBUTED ITEMS DONATED TO YOUTH AND COMMUNITY AS A PART OF THE MISSION OF THE ORGANIZATION. TRI-MET DONATED $19,988 IN BUS FARE TICKETS TO BE DISTRIBUTED TO YOUTH AND FAMILY. FORM 990, PART VI, SECTION A, LINE 2 TONY HOPSON SR. IS MARRIED TO CARLA PENN-HOPSON, AND THE FATHER OF TWO ACTIVE EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. COPIES OF THE RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS & DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VIII, LINE 24E 24E, FACILITIES EXPENSE ALLOCATION PROGRAM MANAGEMENT FUNDRAISING 205,925 -272,355 11,223 FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF POTENTIAL CONFLICTS FOR BOARD OF DIRECTORS IS DONE BY THE EXECUTIVE COMMITTEE. REVIEW OF POTENTIAL CONFLICTS FOR STAFF IS DONE BY HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD WHICH MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. COMPARATIVE ANALYSIS IS COMPLETED BY THE CHAIR OF THE BOARD USING NATIONAL SURVEY DATA FOR COMPARABLE NON-PROFIT ORGANIZATIONS. MINUTES OF THE EXECUTIVE COMMITTEE ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF SEI ACADEMY ASSETS UPON DISSOLUTION 31,113. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SELF ENHANCEMENT FOUNDATION 3920 N KERBY AVENUE PORTLAND OR 97227 931312090 SUPPORT SELF ENHANCEMENT, INC. THROUGH MANAGEMENT OF ENDOWMENT FUNDS OR 501(C)(3) LINE 12B, II SELF ENHANCEMENT INC 1 SELF ENHANCEMENT INC NATIONAL 3920 N KERBY AVENUE PORTLAND OR 97227 900524343 SUPPORT SELF ENHANCEMENT, INC. OR 501(C)(3) LINE 7 SELF ENHANCEMENT INC 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 SELF ENHANCEMENT FOUNDATION C 1213881 ACTUAL TRANSFER SELF ENHANCEMENT FOUNDATION E 3461115 LOAN VALUE