2014-02-12T17:58:42-06:00 2013-06-30 930623286 AKT LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2012-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD SE NO 150 SALEM OR 97302 ROSS STOUT 5035811732 2014-02-05 1 JOYLYN M ANKENEY CPA P00366587 5036204489 2012 2015-11-30 17:44:51Z KAREN RUTLEDGE 4080 REED ROAD SE NO 150 SALEM OR 97302 19094845 0 X WWW.SHANGRILACORP.ORG/WWW.SHANGRILACORP.NET X 1964 OR TO PROVIDE HOMES,JOBS & SUPPORT SERVICES TO DISABLED AND DISADVANTAGED INDIVIDUALS IN OREGON. 7 7 576 110 0 0 14767548 15874682 2678816 2811309 32689 15555 33824 125168 17512877 18826714 0 0 0 0 13610518 14340196 0 0 0 4151051 4324788 17761569 18664984 -248692 161730 11326488 11859934 8440255 8755118 2886233 3104816 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 11613536 1173706 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, NEWPORT, JEFFERSON, ALBANY, CORVALLIS, EUGENE AND FLORENCE, OREGON. TRANSITIONAL LOW-INCOME HOUSING TO 30-40 TENANTS WHO ARE ELDERLY, DISABLED, VICTIMS OF DOMESTIC VIOLENCE OR WHO HAVE OTHER BARRIERS TO OBTAINING HOUSING. 2496436 1362406 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. 1490698 0 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. 233865 275197 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. 233865 275197 15834535 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 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 64 0 1 576 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 2.00 X X 0 0 0 JOHN FITZGERALD 2.00 X 0 0 0 NICOLE TITUS 2.00 X X 0 0 0 LOWELL HERR 2.00 X 0 0 0 SUZETTE BOUDREAUX 2.00 X 0 0 0 JAN FRANK 2.00 X 0 0 0 NICK BENDER 2.00 X 0 0 0 KAREN RUTLEDGE 50.00 X 27049 0 10326 HELEN HONEY 45.00 X 67500 0 22500 JANICE KRAL 50.00 X 168816 0 36987 263365 0 69813 1 0 1 0 0 15721195 153487 15874682 ON-GOING EMPLOYMENT 900099 1362406 1362406 ON-GOING AND TRANS HSG 900099 1173706 1173706 CORRECTIONS EDUCATION 900099 275197 275197 2811309 10473 10473 217805 239465 -21660 -21660 -21660 33748 28666 5082 5082 5082 MISCELLANEOUS REVENUE 900099 146828 146828 146828 18826714 2811309 0 140723 550698 29608 521090 11078989 10158064 920925 1585494 1459660 125834 1125015 1024893 100122 22736 22736 27730 3990 23740 314128 170173 143955 962392 700869 261523 219733 179253 40480 88487 16377 72110 230677 153013 77664 509789 374338 135451 SUPPLIES & MATERIALS 625936 433802 192134 REPAIRS & MAINTENANCE 418793 365487 53306 TRANSPORTATION 247965 230395 17570 FOOD & BEVERAGE 236156 234361 1795 420266 300252 120014 18664984 15834535 2830449 0 856289 1520387 1045736 1308034 116910 123239 49141 43384 15104682 6988337 8578482 8116345 594130 666345 85800 82200 11326488 11859934 802232 1215238 4824 0 7632699 7348325 500 0 0 191555 8440255 8755118 X 2837133 3040109 49100 64707 2886233 3104816 11326488 11859934 161730 56853 0 X 0 1 X 0 1 1 X 213816 11879290 11139263 14767548 15874682 53874599 213816 11879290 11139263 14767548 15874682 53874599 53874599 193483 193461 210975 214791 228278 1040988 305024 318220 103430 63708 146828 937210 55852797 36374528 0.96460 0.95370 X 253946 28724 282670 241134 12812 253946 234721 6413 241134 239305 -4584 234721 216076 19000 4239 239315 1.00000 0 0 1506003 1506003 9796641 3811311 5985330 199535 184865 14670 3545281 2959367 585914 57222 32794 24428 8116345 CONTRACT PAYABLE 191555 191555 19123033 56854 239465 296319 18826714 0 18826714 18904449 239465 239465 18664984 0 18664984 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 239,465. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 239,465. X X X X 0 0 0 0 0 0 0 0 0 JANICE KRAL 168816 0 0 0 0 0 22498 0 14489 0 205803 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.