2015-11-13T13:41:26-06:00 2015-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2014-07-01 930785786 OREGON FOOD BANK INC OREG 5032820555 7900 NE 33RD DR PORTLAND OR 97211 SUSANNAH MORGAN CEO 5032820555 2015-11-05 1 SANG AHN P00540880 5032270581 2014 2016-04-25 22:37:26Z SUSANNAH MORGAN 7900 NE 33RD DR PORTLAND OR 97211 73164344 0 X WWW.OREGONFOODBANK.ORG X 1988 OR TO ELIMINATE HUNGER AND ITS ROOT CAUSES...BECAUSE NO ONE SHOULD BE HUNGRY. 20 20 210 30000 0 0 58261519 62675947 3356147 3551933 286191 272967 93555 -88436 61997412 66412411 46522718 45029781 0 0 8448452 9871196 350599 416096 3099039 7685613 8316030 63007382 63633103 -1009970 2779308 37734028 40309308 1711508 1627930 36022520 38681378 TO ELIMINATE HUNGER AND ITS ROOT CAUSES...BECAUSE NO ONE SHOULD BE HUNGRY. 0 0 57561803 45029781 3551933 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 17 INDEPENDENT REGIONAL FOOD BANKS AND OFB'S FOUR 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 977 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 47.5 MILLION POUNDS OF FOOD DURING THE FISCAL YEAR ENDING JUNE 30, 2015. 1663578 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. 59225381 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 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 83 0 210 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X X DANIEL RYERSON 5032820555 7900 NE 33RD DRIVE PORTLAND OR 97211 JOSH HINERFELD CHAIR 2.00 0.00 X X 0 0 0 KAREN SCHARTMAN VICE CHAIR 2.00 0.00 X X 0 0 0 ARNIE GARDNER TREASURER 2.00 0.00 X X 0 0 0 JOHN ATTEY SECRETARY 2.00 0.00 X X 0 0 0 DONNA CHING DIRECTOR 1.00 0.00 X 0 0 0 PATRICK CRITESER DIRECTOR 1.00 0.00 X 0 0 0 BRENT FETSCH DIRECTOR 1.00 0.00 X 0 0 0 TOYA FICK DIRECTOR 1.00 0.00 X 0 0 0 SYD HANNIGAN DIRECTOR 1.00 0.00 X 0 0 0 KERRI HOYT-PACK DIRECTOR 1.00 0.00 X 0 0 0 DANIEL ISAAK DIRECTOR 1.00 0.00 X 0 0 0 PRISCILLA LEWIS DIRECTOR 1.00 0.00 X 0 0 0 TARA KINATEDER DIRECTOR 1.00 0.00 X 0 0 0 MARLIN MARTIN DIRECTOR 1.00 0.00 X 0 0 0 MELINDA MERRILL DIRECTOR 1.00 0.00 X 0 0 0 PETER PLATT DIRECTOR 1.00 0.00 X 0 0 0 BEVERLEE POTTER DIRECTOR 1.00 0.00 X 0 0 0 JULIE PRECIADO DIRECTOR 1.00 0.00 X 0 0 0 LISA SEDLAR DIRECTOR 1.00 0.00 X 0 0 0 MIKE SHIFFER DIRECTOR 1.00 0.00 X 0 0 0 BARB SWANSON DIRECTOR 1.00 0.00 X 0 0 0 LUCINDA TATE DIRECTOR 1.00 0.00 X 0 0 0 KARLA WENZEL DIRECTOR 1.00 0.00 X 0 0 0 SUSANNAH MORGAN CHIEF EXECUTIVE OFFICER 40.00 0.00 X 156101 0 20976 DANIEL RYERSON DIRECTOR OF FINANCE & ADMINISTRATION 40.00 0.00 X 88618 0 11524 JOHN KLOSTERMAN DIRECTOR OF OPERATIONS 40.00 0.00 X 102959 0 12087 347678 0 44587 2 0 1 0 ALPHA DOG MARKETING 9060 ANDERMATT DRIVE SUITE 101 LINCOLN NE 68526 DIRECT MAIL CAMPAIGNS 503814 WATERFRONT BLUES PRODUCTIONS 795 SW 83RD AVE PORTLAND OR 97255 WATERFRONT BLUES FESTIVAL-PRODUCER 358413 2 1441002 9982311 51252634 44541994 62675947 FOOD TO BUY PROGRAM 624210 3168475 3168475 SHARE CONTRIBUTIONS 624210 383458 383458 3551933 272149 272149 5030401 2000 5031583 0 -1182 2000 818 818 1593709 1441002 1720350 -126641 -126641 9600 0 9600 9600 MISCELLANEOUS INCOME 900099 28605 28605 28605 66412411 3551933 0 184531 45029781 45029781 286411 203075 23955 59381 7520604 5332367 629014 1559223 309507 219451 25887 64169 1093953 775650 91497 226806 660721 468474 55262 136985 7228 7228 43045 43045 416096 416096 393855 343335 48202 2318 1087891 749951 62335 275605 283467 182772 34221 66474 649948 602878 24882 22188 216569 146264 52664 17641 186978 126279 45468 15231 730834 626660 25655 78519 77115 63535 10025 3555 FOOD TO BUY PROGRAM 3082762 3082762 TRANSPORTATION 695893 695893 FOOD RELATED COSTS 528067 528067 DUES AND FEES 332378 48187 129343 154848 63633103 59225381 1308683 3099039 2388794 2061676 308800 256821 406791 779650 4275885 6891011 708312 799287 22625222 6943792 15399806 15681430 144579 4865142 14101061 8974291 37734028 40309308 1025338 1057332 571815 459871 114355 110727 1711508 1627930 X 31567704 31056218 4454816 7625160 36022520 38681378 37734028 40309308 2779308 -120450 0 X X 0 1 X 1 1 1 X 54697652 50071586 56349915 58261519 62675947 282056619 54697652 50071586 56349915 58261519 62675947 282056619 282056619 135426 217872 134219 161302 272149 920968 21933 159408 38572 93555 38205 351673 283329260 17026879 0.99550 0.99560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 21,933. 2011 AMOUNT: $ 11,545. 2012 AMOUNT: $ 50,327. 2013 AMOUNT: $ 30,347. 2014 AMOUNT: $ 28,605. SPECIAL EVENTS - 2011 AMOUNT: $ 147,863. 2012 AMOUNT: $ -11,755. 2013 AMOUNT: $ 59,708. NET INCOME FROM RAFFLES - 2013 AMOUNT: $ 3,500. 2014 AMOUNT: $ 9,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7538 5494 13032 60521031 60534063 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 16922 12623 10095 13032 52672 250000 250000 250000 250000 1000000 1500000 11839 7627 5494 7538 32498 1798858 -816 74878 1723164 5374557 -4366750 864224 73173 1798858 4070358 1050808 324865 71474 5374557 3931798 257460 -49874 69026 4070358 2778200 709299 516882 72583 3931798 1.00000 1 0 3289142 3289142 14429980 3522802 10907178 2303341 2019018 284323 2602759 1401972 1200787 15681430 CERTIFICATES OF DEPOSIT 4806104 F FUNDS HELD AT OREGON COMMUNITY FOUNDATION 1723164 F FIXED INCOME SECURITIES 2445023 F 8974291 ANNUITY AGREEMENT 110727 110727 X 66292751 -120450 30734 -89716 66382467 29944 29944 66412411 63633893 790 790 63633103 0 63633103 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 X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC OF 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED SERVICES INCLUDED IN DIRECT EVENT EXPENSES 29,944. 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 $20,389,897; GOVERNMENT COMMODITIES $6,583,169; DONATED GOODS AND SERVICES $37,651,254; GOVERNMENT SUPPORT, PASS-THROUGH $1,404,693; CONTRIBUTIONS, PASS-THROUGH $82,616; INVESTMENT INCOME $161,860; OTHER INCOME $30,605; ANNUITY PAYMENTS ($11,343) X 1 ALPHA DOG MARKETING 9060 ANDERMATT DRIVE SUITE 101 LINCOLN NE 68526 DIRECT MAIL CAMPAIGNS 0 2415550 416095 1999455 2415550 416095 1999455 OR WA WATERFRONT BLUES FESTIVAL 2393558 843412 1550146 0 0 305587 234482 817687 221311 OREGON HARVEST DINNER 641153 597590 43563 0 24363 0 14360 60944 41616 3034711 1441002 1593709 24363 305587 248842 878631 262927 1720350 -126641 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) 2211439 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) 42813672 COST OR DONATED VALUE FOOD TO PREVENT HUNGER 443 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 152113 0 0 0 3988 0 7742 0 13234 0 177077 0 0 0 X 82 292997 FMV X 44200471 COMPARABLE SALES X SPECIAL EVENT DONATIONS 95 15363 COMPARABLE SALES X PACKAGING SUPPLIES 101 12195 COMPARABLE SALES X GROCERY CERTIFICATES 39 7896 COMPARABLE SALES X CLOTHING 1 5000 COMPARABLE SALES X SALAD BAR 1 3250 COMPARABLE SALES X GARDEN SUPPLIES 5 3041 COMPARABLE SALES X LAPTOP COMPUTER 1 1200 COMPARABLE SALES X MISC GIFT CERTIFICATES 5 475 COMPARABLE SALES X MISC. GOODS 1 105 COMPARABLE SALES 2 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FOR ALL ITEMS EXCEPT FOOD INVENTORY WHICH IS TRACKED AS NUMBER OF POUNDS RECEIVED. THERE IS NOT A RELIABLE METHOD TO DETERMINE THE NUMBER OF DONORS OR CONTRIBUTIONS RECEIVED DURING A YEAR. 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 A, LINE 4 OFB'S BYLAWS WERE REVISED TO PROVIDE AGENCY AND PARTNER BOARD MEMBERS WITH FULL VOTING RIGHTS. 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.