2015-05-15T10:41:47-05:00 2014-06-30 930623286 AKT LLP 680 HAWTHORNE AVENUE SE SUITE 140 SALEM OR 97301 990 2013-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD SE NO 150 SALEM OR 97302 ROSS STOUT PRESIDENT 5035811732 2015-05-11 1 JOSHUA MORROW CPA P01026428 5035857774 2015-05-11 2013 2016-02-25 16:41:14Z KAREN RUTLEDGE 4080 REED ROAD SE NO 150 SALEM OR 97302 20733628 0 X WWW.SHANGRILACORP.ORG/WWW.SHANGRILACORP.NET X 1964 OR TO SERVE PEOPLE WITH DISABILITIES AND DISADVANTAGES SO THEY MAY RECOGNIZE THEIR POTENTIAL. 7 7 628 110 0 0 15874682 17457772 2811309 2861645 15555 20702 125168 126937 18826714 20467056 0 0 0 0 14340196 15217358 0 0 0 4324788 4613587 18664984 19830945 161730 636111 11859934 12415734 8755118 8573061 3104816 3842673 X SHANGRI-LA PROVIDES LONG AND SHORT-TERM HOUSING, SUPPORTS AND EMPLOYMENT TRAINING TO ADULTS WITH DISABILITIES, PRIMARILY DEVELOPMENT DISABILITIES AND MENTAL ILLNESS, AND TO ADULTS WITH BARRIERS TO SELF-SUFFICIENCY. 0 0 12338686 1188428 HOUSING SUPPORT AND SERVICES FOR APPROXIMATELY 150 ADULTS WITH DEVELOPMENTAL DISABILITIES AND 40 ADULTS WITH CHRONIC MENTAL ILLNESS IN GROUP HOMES AND SUPPORTED LIVING ARRANGEMENTS IN SALEM, SOUTH BEACH, TOLEDO, JEFFERSON, ALBANY, CORVALLIS, EUGENE AND FLORENCE, OREGON. TRANSITIONAL LOW-INCOME HOUSING TO 30-40 TENANTS WHO ARE ELDERLY, DISABLED, OR WHO HAVE OTHER BARRIERS TO OBTAINING HOUSING. 2652923 1379235 EMPLOYMENT TRAINING AND ALTERNATIVES-TO-EMPLOYMENT SUPPORT SERVICES FOR APPROXIMATELY 150 SEVERELY DISABLED ADULTS IN SMALL BUSINESS SETTINGS AND SHELTERED WORKSHOPS IN SALEM, NEWPORT AND FLORENCE, OREGON. 1644714 5614 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 1400 TANF RECIPIENTS IN THE FISCAL YEAR TO HELP THEM TOWARD EMPLOYMENT AND SELF SUFFICIENCY. 241944 288368 PROVIDE ON-SITE EDUCATION TO INMATES WITH COGNITIVE/LEARNING DISABILITIES IN OREGON STATE CORRECTIONAL INSTITUTION IN SALEM (EST 50 INMATES) AND COFFEE CREEK WOMEN'S CORRECTIONAL FACILITY. 241944 288368 16878267 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 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 0 0 0 0 0 0 0 0 0 1 67 0 1 628 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 0 1 1 0 OR X HELEN HONEY CFO 5035811732 4080 REED ROAD SE 150 SALEM OR 97302 ROSS STOUT PRESIDENT 2.00 X X 0 0 0 LOWELL HERR PRESIDENT ELECT 2.00 X 0 0 0 NICOLE TITUS SECRETARY/TREASURER 2.00 X X 0 0 0 JAN FRANK BOARD MEMBER 2.00 X 0 0 0 NICK BENDER BOARD MEMBER 2.00 X 0 0 0 LEEANNE GILMOUR BOARD MEMBER 2.00 X 0 0 0 DAN GILMOUR BOARD MEMBER 2.00 X 0 0 0 KAREN RUTLEDGE CEO 50.00 X 101973 0 25554 HELEN HONEY CFO 45.00 X 65488 0 23000 167461 0 48554 1 0 0 0 0 17310006 147766 17457772 ON-GOING EMPLOYMENT 900099 1384849 1384849 ON-GOING AND TRANS HSG 900099 1188428 1188428 CORRECTIONS EDUCATION 900099 288368 288368 2861645 14593 14593 217630 234446 -16816 -16816 -16816 3498 34737 2527 29599 971 5138 6109 6109 MISCELLANEOUS REVENUE 900099 143753 143753 143753 20467056 2861645 0 147639 313345 313345 11756748 10790631 966117 1823889 1640762 183127 1323376 1195544 127832 12021 12021 48010 48010 343974 157957 186017 1060902 799197 261705 245361 190572 54789 74574 23968 50606 228792 147642 81150 471429 315878 155551 SUPPLIES & MATERIALS 599257 379836 219421 REPAIRS & MAINTENANCE 504716 383974 120742 FOOD & BEVERAGE 280622 279950 672 TRANSPORTATION 264127 237071 27056 479802 335285 144517 19830945 16878267 2952678 0 1520387 1278731 1308034 1739644 123239 105909 43384 59824 15639800 7490547 8116345 8149253 666345 1003773 82200 78600 11859934 12415734 1215238 1293055 0 11100 7348325 7067048 191555 201858 8755118 8573061 X 3040109 3768852 64707 73821 3104816 3842673 11859934 12415734 636111 101746 0 X 0 1 X 0 1 1 X 11879290 11139263 14767548 15874682 17457772 71118555 11879290 11139263 14767548 15874682 17457772 71118555 71118555 193461 210975 214791 228278 232223 1079728 318220 103430 63708 146828 143753 775939 72974222 23211708 0.97460 0.96460 X 282670 53618 336288 253946 28724 282670 241134 12812 253946 234721 6413 241134 239305 -4584 234721 1.00000 0 0 1506003 1506003 9796641 4121463 5675178 199535 189755 9780 4080399 3143707 936692 57222 35622 21600 8149253 CONTRACT PAYABLE 201858 201858 X 20803248 101746 234446 336192 20467056 0 20467056 20065391 234446 234446 19830945 0 19830945 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, 2014 OR 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 234,446. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 234,446. A STATE OF OREGON - OREGON FACILITIES AUTHORITY 936001787 2011-04-28 3580867 TO REFINANCE TAXABLE LOANS ON FIVE PROPERTIES 0 0 0 A 274112 3580867 70787 3510080 0 0 1 1 A 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 FORM 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.