2016-12-22T11:48:48-06:00 2016-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2015-07-01 930785786 OREGON FOOD BANK INC OREG 5032820555 7900 NE 33RD DR PORTLAND OR 97211 SUSANNAH MORGAN CEO 5032820555 2016-12-01 1 Sang Ahn P00540880 5032270581 2015 2017-02-10 21:41:12Z SUSANNAH MORGAN 7900 NE 33RD DR PORTLAND OR 97211 69699300 0 X WWW.OREGONFOODBANK.ORG X 1988 OR TO ELIMINATE HUNGER AND ITS ROOT CAUSES...BECAUSE NO ONE SHOULD BE HUNGRY. 20 20 203 36000 0 0 62675947 61042366 3551933 3568074 272967 308038 -88436 -205278 66412411 64713200 45029781 47805117 0 0 9871196 10464879 416096 370549 3112793 8316030 8399261 63633103 67039806 2779308 -2326606 40309308 38769189 1627930 2635802 38681378 36133387 TO ELIMINATE HUNGER AND ITS ROOT CAUSES...BECAUSE NO ONE SHOULD BE HUNGRY. 0 0 60599728 47805117 3568074 OREGON FOOD BANK (OFB) IS THE HUB OF THE STATEWIDE OREGON FOOD BANK NETWORK. ITS CORE WORK IS TO SECURE, WAREHOUSE AND DISTRIBUTE FOOD TO 16 INDEPENDENT REGIONAL FOOD BANKS AND OFB'S FIVE BRANCHES THROUGHOUT OREGON AND IN CLARK COUNTY, WA. FROM THE REGIONAL FOOD BANKS AND OFB BRANCHES, THE FOOD IS THEN DISTRIBUTED TO CLIENTS THROUGH OVER 970 PARTNER AGENCIES THAT REPRESENT FOOD PANTRIES, MEAL SITES, SHELTERS, AND OTHER PROGRAMS THAT OFFER ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. ADDITIONALLY, THE SCHOOL PANTRY PROGRAM WORKS TO ENSURE THAT CHILDREN AND THEIR FAMILIES HAVE REGULAR ACCESS TO FRESH AND NUTRITIOUS FOOD. THROUGHOUT ALL OF OREGON AND IN CLARK COUNTY, WA, OREGON FOOD BANK DISTRIBUTED 96 MILLION POUNDS OF FOOD DURING THE FISCAL YEAR ENDING JUNE 30, 2016. 1973368 TO ADDRESS THE ROOT CAUSES OF HUNGER, OFB RUNS SEVERAL PROGRAMS TO SUPPORT CLIENT SELF-SUFFICIENCY AND COMMUNITY BUILDING. THESE PROGRAMS INCLUDE: NUTRITION EDUCATION, PROVIDING COOKING SKILLS AND NUTRITION INFORMATION; LEARNING GARDENS, PROVIDING BASIC GARDENING AND FOOD GROWING SKILLS; COMMUNITY FOOD SYSTEMS, PROVIDING COMMUNITY FOOD ASSESSMENTS AND THE INNOVATIVE FEAST (FOOD, EDUCATION, AGRICULTURE, SOLUTIONS, TOGETHER) PROGRAM; ADVOCACY, PROVIDING PUBLIC POLICY SOLUTIONS AT THE LOCAL, STATE AND FEDERAL LEVELS, AND THE SCREEN AND INTERVENE PROGRAM, A CUTTING EDGE PROGRAM TO SCREEN FOR FOOD INSECURITY DURING REGULAR MEDICAL VISITS. 62573096 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 113 0 203 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X X THERESA LONG 5032820555 7900 NE 33RD DRIVE PORTLAND OR 97211 JOSH HINERFELD CHAIR 2.00 X X 0 0 0 KAREN SCHARTMAN VICE CHAIR 2.00 X X 0 0 0 BRENT FETSCH TREASURER 2.00 X X 0 0 0 JOHN ATTEY SECRETARY 2.00 X X 0 0 0 RON BRAKE DIRECTOR 1.00 X 0 0 0 DONNA CHING DIRECTOR 1.00 X 0 0 0 PATRICK CRITESER DIRECTOR 1.00 X 0 0 0 TOYA FICK DIRECTOR 1.00 X 0 0 0 ARNIE GARDNER DIRECTOR 1.00 X 0 0 0 SYD HANNIGAN DIRECTOR 1.00 X 0 0 0 KERRI HOYT-PACK DIRECTOR 1.00 X 0 0 0 DANIEL ISAAK DIRECTOR 1.00 X 0 0 0 TARA KINATEDER DIRECTOR 1.00 X 0 0 0 KATIE LAUDERDALE DIRECTOR 1.00 X 0 0 0 MARLIN MARTIN DIRECTOR 1.00 X 0 0 0 MELINDA MERRILL DIRECTOR 1.00 X 0 0 0 SARAH OPFER DIRECTOR 1.00 X 0 0 0 PETER PLATT DIRECTOR 1.00 X 0 0 0 BEVERLEE POTTER DIRECTOR 1.00 X 0 0 0 JULIE PRECIADO DIRECTOR 1.00 X 0 0 0 MIKE SHIFFER DIRECTOR 1.00 X 0 0 0 BARB SWANSON DIRECTOR 1.00 X 0 0 0 KARLA WENZEL DIRECTOR 1.00 X 0 0 0 SUSANNAH MORGAN CHIEF EXECUTIVE OFFICER 40.00 X 153119 0 27447 DANIEL RYERSON DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 91684 0 5535 THERESA LONG DIRECTOR OF FINANCE & PLANNING 40.00 X 0 0 0 JOHN KLOSTERMAN DIRECTOR OF OPERATIONS 40.00 X 111154 0 13599 355957 0 46581 2 0 1 0 ALPHA DOG MARKETING 8001 S 13th ST LINCOLN NE 68526 DIRECT MAIL CAMPAIGNS 401329 WATERFRONT BLUES PRODUCTIONS 795 SW 83RD AVE PORTLAND OR 97255 WATERFRONT BLUES FESTIVAL-PRODUCER 376917 FULLER EVENTS LLC 13285 NW LOVEJOY ST PORTLAND OR 97229 WATERFRONT BLUES FESTIVAL-SECURITY 117351 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 RARE AMERICORPS SERVICES 104000 4 1133524 3951390 55957452 43309911 61042366 FOOD TO BUY PROGRAM 624210 2921736 2921736 SHARE CONTRIBUTIONS 624210 494962 494962 CLOSING THE HUNGER GAP CONFERENCE 900099 151376 151376 3568074 305006 305006 3234340 2000 3233308 0 1032 2000 3032 3032 1470220 1133524 1752792 -282572 -282572 9800 0 9800 9800 MISCELLANEOUS INCOME 900099 67494 67494 67494 64713200 3568074 0 102760 47805117 47805117 280313 202924 25438 51951 7815433 5657733 709251 1448449 365142 264333 33137 67672 1265646 916224 114857 234565 738345 534501 67005 136839 3111 3111 41180 41180 370549 370549 583073 409164 51976 121933 1034062 650547 38540 344975 217719 141339 15608 60772 845175 767015 71983 6177 198021 171464 10487 16070 247570 214367 13112 20091 712327 601772 26228 84327 78592 37738 37935 2919 FOOD TO BUY PROGRAM 2831862 2831862 FOOD RELATED COSTS 636935 636935 TRANSPORTATION 627449 627449 DUES AND FEES 342185 102612 94069 145504 67039806 62573096 1353917 3112793 2061676 1139690 256821 307780 779650 2035158 6891011 5353037 799287 1553247 23141809 7546238 15681430 15595571 4865142 4854383 8974291 7930323 40309308 38769189 1057332 1680756 459871 841470 110727 113576 1627930 2635802 X 31056218 30258217 7625160 5875170 38681378 36133387 40309308 38769189 X -2326606 -207194 -14191 X X 0 1 X 1 1 1 X 50071586 56349915 58261519 62675947 61042366 288401333 50071586 56349915 58261519 62675947 61042366 288401333 327135 288074198 217872 134219 161302 272149 305006 1090548 159408 38572 93555 -88436 -205278 -2179 289489702 17529344 0.99510 0.99550 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME - 2011 Amount: $ 11,545. 2012 Amount: $ 50,327. 2013 Amount: $ 30,347. 2014 Amount: $ 28,605. 2015 Amount: $ 67,494. SPECIAL EVENTS - 2011 Amount: $ 147,863. 2012 Amount: $ -11,755. 2013 Amount: $ 59,708. 2014 Amount: $ -126,641. 2015 Amount: $ -282,572. NET INCOME FROM RAFFLES - 2013 Amount: $ 3,500. 2014 Amount: $ 9,600. 2015 Amount: $ 9,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4106 3404 7510 63919503 63927013 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12623 10095 13032 7510 43260 250000 250000 250000 250000 1000000 1500000 7627 5494 7538 4106 24765 1723164 60000 -57262 77082 1648820 1798858 -816 74878 1723164 5374557 -4366750 864224 73173 1798858 4070358 1050808 324865 71474 5374557 3931798 257460 -49874 69026 4070358 1.00000 1 0 3289142 3289142 14429980 3949251 10480729 2325670 2097994 227676 3097017 1498993 1598024 15595571 CERTIFICATES OF DEPOSIT 3726497 F FIXED INCOME SECURITIES 2555006 F FUNDS HELD AT OREGON COMMUNITY FOUNDATION 1648820 F 7930323 OBLIGATIONS UNDER ANNUITY AGREEMENT 113576 113576 64491815 -207194 -14191 -221385 64713200 0 64713200 67039806 0 67039806 0 67039806 Part V, Line 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE A LONG-TERM SOURCE OF REVENUE TO SUPPLEMENT OTHER SOURCES OF REVENUE AND TO PROTECT MAJOR CAPITAL INVESTMENTS IN ORDER TO BEST SERVE THE MISSION OF THE OREGON FOOD BANK AND ACHIEVE ITS LONG-TERM STRATEGIC GOALS. USE OF THE ENDOWMENT IS GOVERNED BY A BOARD ENDOWMENT POLICY ADOPTED 2/25/1998 AND AMENDED 1/27/2010 AND 4/9/2014. PRINCIPAL AND INCOME CAN BE ACCESSED IF THE BOARD OF DIRECTORS TAKES A SPECIFIC ACTION TO DO SO. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF ANNUITY AGREEMENTS -14,191. PART XI, LINE 1: TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER LINE 1 OF SCHEDULE D PART XI, IS THE SUM TOTAL OF THE FOLLOWING LINE ITEMS FROM THE AUDITED FINANCIAL STATEMENTS: TOTAL SUPPORT AND REVENUE $20,122,982; GOVERNMENT COMMODITIES $8,162,699; DONATED GOODS AND SERVICES $34,534,429; GOVERNMENT SUPPORT, PASS-THROUGH $1,433,293; CONTRIBUTIONS, PASS-THROUGH $238,412. X X X X X X 1 ALPHA DOG MARKETING 8001 S 13TH ST LINCOLN NE 68526 DIRECT MAIL CAMPAIGNS 0 2413046 370549 2042497 2413046 370549 2042497 OR WA WATERFRONT BLUES FESTIVAL 1917108 465816 1451292 332977 225716 795781 194775 OREGON HARVEST DINNER 686636 667708 18928 82150 40706 49936 30751 2603744 1133524 1470220 82150 332977 266422 845717 225526 1752792 -282572 Schedule G, Part I, Line 2b, Column (v) PAYMENTS ARE NOT DISTINGUISHED BETWEEN PROFESSIONAL SERVICES AND EXPENSE PAYMENTS. 1 REGIONAL FOOD BANKS & LOCAL FOOD DISTRIBUTION AGENCIES IN ORE AND WASH ADDITIONAL INFORMATION UPON REQUEST REQUEST VARIOUS CITIES INORWA OR 97999 501(C)(3) 2356575 TO PREVENT HUNGER REGIONAL FOOD BANKS & LOCAL FOOD DISTRIBUTION AGENCIES IN ORE AND WASH ADDITIONAL INFORMATION UPON REQUEST REQUEST VARIOUS CITIES INORWA OR 97999 501(C)(3) 45448542 COST OR DONATED VALUE FOOD TO PREVENT HUNGER 414 Part I, Line 2: GOVERNMENT GRANTS ARE TYPICALLY ON A REIMBURSEMENT BASIS. OFB WORKS WITH NETWORK PARTNERS IN ADVANCE TO OUTLINE A WORK PLAN AND BUDGET TO SATISFY DONOR INTENT. QUARTERLY REPORTS ARE REVIEWED BY OFB TO TRACK PROGRESS AND ENSURE COMPLIANCE. DOCUMENTATION WITH REQUESTS FOR REIMBURSEMENT OF EXPENSES ARE SUBMITTED MONTHLY OR QUARTERLY AND DOCUMENTATION IS MAINTAINED FOR REVIEW AND AUDIT. ANNUAL MONITORING OF SUB-RECIPIENT ENTITIES IS PERFORMED. OFB MONITORS PROGRAM OPERATIONS TO ENSURE FUNDS ARE ADMINISTERED IN ACCORDANCE WITH FEDERAL, STATE REQUIREMENTS AND PRIVATE DONOR INTENT. IF DEFICIENCIES ARE IDENTIFIED THROUGH THE MONITORING, OFB REVIEWS A PLAN FOR CORRECTIVE ACTION SUBMITTED BY RECIPIENT AND FORWARDS TO THE FUNDER. X X X X X 0 0 0 0 0 0 0 0 0 SUSANNAH MORGAN CHIEF EXECUTIVE OFFICER 152929 0 0 0 190 0 7928 0 19519 0 180566 0 0 0 X 96 451878 FMV X 42697128 COMPARABLE SALES X SPECIAL EVENT DONATIONS 235 92767 COMPARABLE SALES X MISC. GOODS 315 68138 COMPARABLE SALES 0 1 1 Part I, Line 32b: VOA RECONDITIONS AND SELLS DONATED VEHICLES; OFB MAINTAINS AN INVESTMENT ACCOUNT AT RBC CAPITAL TO RECEIVE AND THEN LIQUIDATE INVESTMENTS OF APPRECIATED MARKETABLE SECURITIES Form 990, Part VI, Section A, line 1 THE EXECUTIVE COMMITTEE CONSISTS OF THREE OR MORE DIRECTORS AND SHALL HAVE AND EXERCISE SUCH AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION AS MAY BE SPECIFIED IN THE RESOLUTION. Form 990, Part VI, Section B, line 11 TAX PRINCIPAL OF EXTERNAL ACCOUNTING FIRM AND DIRECTOR OF FINANCE AND ADMINISTRATION WILL PERFORM REVIEW WITH FINANCE AND AUDIT COMMITTEE AND THEN BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c DISCLOSURE AND ABSTENTION BY MEMBERS ON CASE BY CASE BOARD ACTIONS. Form 990, Part VI, Section B, line 15 COMPLETE MARKET SURVEY IS PERFORMED BY STAFF EVERY FEW YEARS AND REVIEWED BY BOARD EXECUTIVE COMMITTEE. CEO SALARY IS REVIEWED AND APPROVED BY THE INDEPENDENT BOARD EXECUTIVE COMMITTEE ANNUALLY AND RECORDED IN CHAIRPERSON RECORDS AND/OR MINUTES. FULL BOARD VOTES ON TOTAL COMPENSATION PLAN BASED ON UPDATED MARKET INFORMATION. Form 990, Part VI, Section C, line 19 FINANCIAL STATEMENTS ARE POSTED ON OFB WEBSITE. CONFLICT OF INTEREST AND OTHER GOVERNING DOCUMENTS ARE NOT POSTED. Form 990, Part XI, line 9: CHANGE IN VALUE OF ANNUITY AGREEMENTS -14,191. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.