2018-11-14T15:42:01-06:00 2017-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970353295 990 2017-01-01 900586696 CLEAN ENERGY WORKS INC CLEA 5034903014 367 CERVANTES LAKE OSWEGO OR 97035 SHIRLEY CYR CFO 5034816210 2018-11-12 1 ROBERT M PRILL P00236613 5032205900 74.95.39.225 2018-11-12 10:39:24 PS P CF635036BAE4AEB1F878F7003DA9701B7A6042AD 76E610E35C372A61DBF352CE270A820F287984D1 2017 2019-02-21 02:37:17Z X ENHABIT TIM MILLER 367 CERVANTES LAKE OSWEGO OR 97035 661399 0 X WWW.ENHABIT.ORG X 2010 OR ENHABIT'S PURPOSE IS TO DEVELOP AND DELIVER SCALABLE AND REPLICABLE SERVICES THAT IMPROVE ENERGY EFFICIENCY, HEALTH AND RESILIENCE, PROMOTE THE USE OF RENEWABLE ENERGY SOURCES, REDUCE CARBON EMISSIONS AND CREATE LIVING WAGE JOBS, INCLUDING ECONOMIC OPPORTUNITIES AND CAREER PATHWAYS FOR HISTORICALLY DISADVANTAGED COMMUNITIES. ENHABIT ALSO SEEKS TO CREATE SOCIAL IMPACT THROUGH BETTER LIVING SPACES. 7 7 21 6 0 0 2343490 7550 954466 603194 3873 3922 20137 46733 3321966 661399 0 0 0 0 1758060 1415093 0 0 0 1681019 899374 3439079 2314467 -117113 -1653068 4067428 2646306 1355139 1002085 2712289 1644221 X ENHABIT'S MISSION IS TO ADVANCE WORK IN ENERGY EFFICIENCY, HEALTH AND RESILIENCE THROUGH PUBLIC-PRIVATE PARTNERSHIPS, WITH A CLEAR VISION OF TRANSFORMING COMMUNITIES BY TRANSFORMING HOMES. IN ADDITION, ENHABIT SEEKS TO CREATE SOCIAL IMPACT THROUGH BETTER LIVING SPACES. 1 0 1488285 499336 HOME RENEWAL - INCLUDING THE AGGREGATION, MANAGEMENT, AND DEPLOYMENT OF CAPITAL TARGETED FOR STREAMLINED RETROFITS. ENHABIT COORDINATES ALL MARKETING; IDENTIFIES RESIDENTIAL HOMES THAT QUALIFY FOR THE PROGRAM; IDENTIFIES QUALIFIED CONTRACTORS; COORDINATES HOMEOWNER LOANS; AND ENSURES THE WORK IS PERFORMED CORRECTLY WHILE ALSO COORDINATING THE PARTICIPATION OF LOCAL GOVERNMENTS, UTILITIES, FINANCIAL INSTITUTIONS, COMMUNITY ORGANIZATIONS, AND OTHERS. 112197 150591 DURING 2017, ENHABIT BEGAN DEVELOPING ACCESSORY DWELLING UNITS (ADU'S) UNDER A PILOT PROJECT FUNDED BY MULTNOMAH COUNTY, OREGON. ADU'S AIM TO ADDRESS THE RISING HOMELESSNESS AND AFFORDABLE HOUSING CRISIS IN PORTLAND, AND FURTHER ENHABIT'S MISSION TO CREATE SOCIAL IMPACT. UNDER THE ADU PROGRAM, PARTICIPATING HOMEOWNERS ALLOW AN ADU TO BE CONSTRUCTED ON THEIR PROPERTY IN EXCHANGE FOR PROPERTY TAX ABATEMENT AND AN OWNERSHIP INTEREST IN THE ADU. ADU'S WILL BE OCCUPIED BY FAMILIES REFERRED BY MULTNOMAH COUNTY FOR FIVE YEARS, AT WHICH POINT THE HOMEOWNER WILL HAVE UNRESTRICTED USE OF THE ADU. 1600482 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 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 1 49 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SHIRLEY CYR 5034903014 367 CERVANTES LAKE OSWEGO OR 97035 AARON FAIRCHILD BOARD MEMBER 1.00 X 0 0 0 JULES BAILEY BOARD MEMBER 1.00 X 0 0 0 LISA BATES BOARD MEMBER 1.00 X 0 0 0 ERIC PARK BOARD MEMBER 1.00 X 0 0 0 JEREMY HAYS BOARD MEMBER 1.00 X 0 0 0 MEGAN OWEN BOARD CHAIR 1.00 X X 0 0 0 MAURICE RAHMING TREASURER 1.00 X X 0 0 0 TIM MILLER PRESIDENT AND CEO 40.00 X 163647 0 22465 SHIRLEY CYR CFO 40.00 X 142367 0 22865 SCOT DAVIDSON VP OF PROGRAM OPERATIONS 40.00 X 138622 0 22640 STEPHANIE SWANSON VP COMMUNICATIONS 40.00 X 125148 0 21044 569784 0 89014 4 0 1 0 GOOD ENERGY RETROFIT 1132 SW 57TH AVE PORTLAND OR 97221 HOME PERFORMANCE CONTRACTOR 262612 SQFT STUDIOS 929 NE 23RD AVE PORTLAND OR 97232 BUILDER OF ACCESSORY DWELLING UNIT 129780 THORN RUN PARTNERS 100 M STREET SE SUITE 750 WASHINGTON DC DC 20003 LEGAL SUPPORT 108000 HOME ENERGY LIFE PERFORMANCE 10006 SW CANYON RD PORTLAND OR 97225 HOME PERFORMANCE CONTRACTOR 107262 4 7550 7550 CONTRACTOR SERVICE REV 900099 234774 234774 ENERGY SAVINGS PROGRAM 900099 217829 217829 ACCESSORY DWELLING UNI 900099 150591 150591 603194 3922 3922 OTHER 900099 46733 46733 46733 661399 649927 0 3922 575185 304883 270302 542589 480914 61675 204867 151622 53245 92452 68424 24028 38513 9435 29078 23961 5870 18091 108000 108000 89979 48503 41476 271239 268214 3025 7466 695 6771 108276 61677 46599 18623 9009 9614 8692 2318 6374 20620 799 19821 11708 7538 4170 CUSTOMER REBATES 111751 111751 INSTALLATIONS 26287 26287 TRAINING 15461 11634 3827 ENERGY AUDITS/ASSESSMEN 13575 13575 25223 17334 7889 2314467 1600482 713985 0 203600 272575 3047065 1841373 740891 224527 27170 34998 94947 42884 48702 52063 0 220770 4067428 2646306 97237 96005 14000 251270 1243902 654810 1355139 1002085 X 2696946 1644221 15343 0 2712289 1644221 4067428 2646306 X -1653068 585000 X X 0 1 X 1 0 X 1671285 3086605 4969322 2343490 7550 12078252 1671285 3086605 4969322 2343490 7550 12078252 1491229 10587023 17173 419 9953 3873 3922 35340 4379 3588 45447 20137 46733 120284 12233876 6394086 0.86540 0.91970 X 108000 108000 2206467 2314467 265723 66431 0 0 316820 468093 321954 265723 1372590 2058885 77000 200312 108000 108000 493312 79205 117023 80489 66431 343148 514722 94947 42884 52063 52063 ACCESSORY DWELLING UNITS UNDER DEVELOPMENT 220770 220770 LOAN LOSS RESERVE 648670 DEFERRED RENT 6140 654810 X 1246399 585000 585000 661399 0 661399 2314467 0 2314467 0 2314467 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELEASE OF LOAN LOSS RESERVE 585,000. X X X 0 0 0 0 0 0 0 0 0 TIM MILLER PRESIDENT AND CEO 163647 0 0 0 0 0 2450 0 20015 0 186112 0 0 0 SHIRLEY CYR CFO 142367 0 0 0 0 0 8645 0 14220 0 165232 0 0 0 SCOT DAVIDSON VP OF PROGRAM OPERATIONS 138622 0 0 0 0 0 8420 0 14220 0 161262 0 0 0 FORM 990, PART III, LINE 2 DURING 2017, ENHABIT CONTRACTED WITH MULTNOMAH COUNTY, OREGON TO MANAGE A PILOT PROJECT ON BEHALF OF THE COUNTY TO DEVELOP AND CONSTRUCT ACCESSORY DWELLING UNITS (ADU'S) TO BE USED TO PROVIDE HOUSING FOR HOMELESS FAMILIES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND STAFF MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A STATEMENT ACKNOWLEDGING THIS REVIEW AND DOCUMENTING ANY POTENTIAL CONFLICTS THAT ARE IDENTIFIED. THE BOARD OF DIRECTORS IDENTIFIES AND ADDRESSES ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ENHABIT CONTRACTED WITH AN OUTSIDE CONSULTING FIRM TO CONDUCT A SURVEY OF SALARIES FOR THE ORGANIZATION, AND TO ESTABLISH A SALARY RANGE FOR EACH POSITION. ANNUALLY, AN AD-HOC COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE, PREPARES A WRITTEN EVALUATION, AND PROVIDES RECOMMENDATIONS TO THE FULL BOARD WITH RESPECT TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS WILL BE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: RELEEASE OF LOAN LOSS RESERVE 585,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.