2015-05-08T14:04:06-05:00 2014-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2013-07-01 931086629 SELF ENHANCEMENT INC SELF 5032491721 3920 N KERBY AVENUE PORTLAND OR 972271255 TONY L HOPSON SR PRESIDENT 5032491721 2015-05-02 1 SANG AHN P00540880 5032270581 2013 2016-02-25 16:41:14Z TONY L HOPSON SR 3920 N KERBY AVENUE PORTLAND OR 972271255 10458697 0 X WWW.SELFENHANCEMENT.ORG X 1992 OR HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. 28 28 414 100 4702 2246 9249783 8728413 0 0 -325 726 291960 1562975 9541418 10292114 859494 1540963 0 0 6921756 7237787 0 0 606520 2358705 2788046 10139955 11566796 -598537 -1274682 11745052 9247700 2465242 3944434 9279810 5303266 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 -CONTINUED ON SCHEDULE OAND ACADEMIC SUCCESS, BRINGING HOPE TO INDIVIDUAL YOUNG PEOPLE AND ENHANCING THE QUALITY OF COMMUNITY LIFE. 0 0 5705684 1540963 CORE PROGRAM SELF ENHANCEMENT INC. IS ONE OF THE NATION'S MOST COMPREHENSIVE AND SUCCESSFUL YOUTH DEVELOPMENT ORGANIZATIONS. SELF ENHANCEMENT HAS A 33 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.-CONTINUED ON SCHEDULE OSELF 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 2012-13 SCHOOL-YEAR, SELF ENHANCEMENT SERVED 1,111 STUDENTS IN THE CORE PROGRAM AND 97% OF THE SENIOR CLASS GRADUATED FROM HIGH SCHOOL. 843774 NON-CORE YOUTH PROGRAM SELF ENHANCEMENT SERVES NEARLY 2,000 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. 1888743 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 -CONTINUED ON SCHEDULE OPROGRAM. SELF ENHANCEMENT ALSO PROVIDES ASSISTANCE WITH BASIC NEEDS SUCH AS HOUSING AND ENERGY ASSISTANCE. SELF ENHANCEMENT CURRENTLY SERVES OVER 5,000 INDIVIDUALS AND FAMILIES THROUGH COMMUNITY AND FAMILY PROGRAMS. 926691 926691 9364892 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 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 1 191 0 1 414 1 1 1 0 0 0 0 0 0 0 0 0 X 28 28 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 REGGIE GUYTON CHAIR EMERITUS 1.30 0.30 X X 0 0 0 KAREN HINSDALE BOARD CHAIR 1.30 0.30 X X 0 0 0 BRUCE SOUTHWORTH TREASURER 1.30 0.30 X X 0 0 0 KAROLYN NEUPERT SECRETARY-EXECUTIVE COMMITTEE 1.30 X X 0 0 0 HANS VAN ALEBEEK MEMBER 0.80 X 0 0 0 CASEY CALLINSKY MEMBER 0.80 0.30 X 0 0 0 CORTLANDT CUFFEE MEMBER 0.80 X 0 0 0 ALAN DAVIS MEMBER 0.80 0.30 X 0 0 0 JUSTIN DELANEY VICE-CHAIR 0.80 X X 0 0 0 SCOTT DEMOREST MEMBER 0.80 X 0 0 0 CHRIS DUNNAVILLE MEMBER 0.80 X 0 0 0 BILL FRERICHS MEMBER 0.80 X 0 0 0 GREGORY GOODMAN MEMBER 0.80 X 0 0 0 WILLIAM HARRIS MEMBER 0.80 X 0 0 0 MICHAEL LEVELLE MEMBER 0.80 X 0 0 0 DAVID LOKTING MEMBER 0.80 X 0 0 0 LARRY MILLER MEMBER 0.80 X 0 0 0 WAYNE MONFRIES MEMBER 0.80 0.30 X 0 0 0 ELLISON MORGAN MEMBER 0.80 X 0 0 0 LORI MORGAN MEMBER 0.80 X 0 0 0 BRIAN PIENOVI MEMBER 0.80 0.30 X 0 0 0 ADRIENNE HON-NELSON MEMBER 0.80 X 0 0 0 MARY RUBLE MEMBER 0.80 X 0 0 0 ROBIN TOMPKINS MEMBER 0.80 X 0 0 0 JAN TURNER MEMBER 0.80 X 0 0 0 SCOTT POWERS MEMBER 0.80 X 0 0 0 MARK WALLER MEMBER 0.80 X 0 0 0 LINDA WRIGHT EXECUTIVE COMMITTEE 1.30 X 0 0 0 TONY ANDE ACCOUNTING & FINANCE DIRECTOR 40.00 X 114700 0 11350 TONY L HOPSON SR PRESIDENT & CEO 40.00 X 251591 0 26141 MARCY BRADLEY EXECUTIVE DIRECTOR 40.00 X 115337 0 12326 CARLA PENN-HOPSON DIRECTOR OF DEVELOPMENT 40.00 2.30 X 102276 0 3000 583904 0 52817 4 0 1 0 FIRST STUDENT INC 6755 NE COLUMBIA BLVD PORTLAND OR 97218 SCHOOL BUS TRANSPORTATION 105316 1 873221 5278021 2577171 829482 8728413 726 0 726 726 726 1358540 166583 1191957 1191957 CONSULTING INCOME 900099 250000 250000 MISCELLANEOUS INCOME 900099 116316 116316 INCOME FROM LP 525990 4702 4702 371018 10292114 366316 4702 1192683 323908 323908 1217055 1217055 401206 286301 93655 21250 5311745 3790470 1239935 281340 104312 74437 24350 5525 837361 597542 195468 44351 583163 439668 115321 28174 7082 7082 107258 107258 698828 542005 110647 46176 17830 11033 6797 295602 89857 171288 34457 47939 32371 12846 2722 89941 60514 23500 5927 65762 65762 257549 205758 42948 8843 93543 93543 EVENTS AND ACTIVITIES 901345 895763 0 5582 MISCELLANEOUS 148658 111304 28530 8824 EQUIPMENT AND BUILDING 56709 4328 43520 8861 ADMINISTRATIVE ALLOCATI 0 394180 -413545 19365 292349 -304913 12564 11566796 9364892 1595384 606520 336757 -73101 2067 747963 1048602 728430 906845 1467444 61870 81725 11363980 5090925 6494628 6273055 176225 7941 2718058 14243 11745052 9247700 553032 669270 1912210 3275164 2465242 3944434 X 3758433 480002 5521377 4823264 9279810 5303266 11745052 9247700 X -1274682 2040 -2703902 X X 0 1 X 1 0 X 11384496 12354976 9507507 9249783 8728413 51225175 11384496 12354976 9507507 9249783 8728413 51225175 5400700 45824475 1522 2 1524 4111 553 634 5298 19258 68285 -17687 1191957 1261813 52493810 2140519 0.87300 0.87280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13664178 13664178 833209 208302 0 0 727394 712540 649024 833209 2922167 4383251 61054 53643 20945 135642 181849 178135 162256 208302 730542 1095813 9510976 3272219 6238757 1805573 1771275 34298 47431 47431 0 6273055 LOAN FROM RELATED PARTY 1902441 LINE OF CREDIT 1372723 3275164 ART + SOUL 1357540 1357540 165613 HERE + NOW 1 1000 1000 970 1358540 1358540 166583 166583 1191957 OR 1 0 0 0 1.00000 TONY ANDE 3920 N KERBY PORTLAND OR 97227 0 IBETH HERNANDEZ MANAGES GAMING ACTIVITY; ARRANGES PRIZES, HELPS WITH PROMOTION AND SETTING UP OF EVENT. X 0 1 THE SEI ACADEMY 3920 N KERBY AVENUE PORTLAND OR 97227 760822396 501(C)(3) 323908 GENERAL OPERATION 1 0 FOOD 218 6750 HOUSING 333 569514 PARTICIPANT INCENTIVES 115 34416 PERSONAL CARE 1631 142610 REFERRED SERVICES 59 7797 SCHOLARSHIPS 241 176830 STIPEND 513 247556 UTILITIES 117 31582 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. SCHEDULE I, PART IV ORGANIZATION DETERMINED NUMBER OF RECIPIENTS BASED ON NUMBER OF PROGRAM PARTICIPANTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 TONY L HOPSON SR PRESIDENT & CEO 205363 0 37161 0 9067 0 6293 0 19848 0 277732 0 0 0 PART I, LINE 1A ATHLETIC CLUB MEMBERSHIP FOR PRESIDENT, NOT TREATED AS TAXABLE INCOME. X 5 829482 SALES PROCEEDS 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS, THE CHAIR EMERITUS, THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE SEI ACADEMY AND THE CHAIRPERSONS OF THOSE STANDING COMMITTEES THAT DO NOT OTHERWISE HAVE A MEMBER OF THE STANDING COMMITTEE SERVING ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS ON EMERGENCY BUSINESS THAT REQUIRES ACTION IN THE INTERIM BETWEEN REGULAR MEETINGS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS DAVID LOKTING AND ELLISON MORGAN HAVE A BUSINESS RELATIONSHIP OF ATTORNEY AND CLIENT. FORM 990, PART VI, SECTION B, LINE 11 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 DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 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: SEI ACADEMY (76-0822396) IS A SUPPORTING ORGANIZATION TO SELF ENHANCEMENT, INC (93-1086629). THE FOLLOWING ADJUSTMENT TO BEGINNING UNRESTRICTED NET ASSETS REFLECTS A TAX BASIS ONLY ADJUSTMENT TO MORE PROPERLY REPORT NET ASSETS TO EACH ENTITY. -2,703,902. 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 11A, I N/A 0 THE SEI ACADEMY 3920 N KERBY AVENUE PORTLAND OR 97227 760822396 SUPPORT SELF ENHANCEMENT, INC. BY PROVIDING EDUCATIONAL SERVICES. OR 501(C)(3) LINE 2 N/A 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 THE SEI ACADEMY B 323908 SELF ENHANCEMENT FOUNDATION C 873221