2013-01-14T18:36:21-06:00 2012-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2011-07-01 931086629 SELF ENHANCEMENT INC SELF 5032491721 3920 N KERBY AVENUE PORTLAND OR 972271255 TONY L HOPSON SR 5032491721 2012-12-13 1 SANG AHN P00540880 5032270581 2011 2016-02-25 16:41:14Z TONY L HOPSON SR 3920 N KERBY AVENUE PORTLAND OR 972271255 10454045 0 X WWW.SELFENHANCEMENT.ORG X 1992 OR HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. 30 30 619 93 553 -673 12354976 9520002 0 0 1522 -1371 209990 334920 12566488 9853551 849634 1061346 0 0 8395520 8006872 0 0 589540 2815719 2772123 12060873 11840341 505615 -1986790 14503442 12676893 2654409 2812861 11849033 9864032 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 AND ACADEMIC SUCCESS, BRINGING HOPE TO INDIVIDUAL YOUNG PEOPLE AND ENHANCING THE QUALITY OF COMMUNITY LIFE. 0 0 5735743 537782 CORE PROGRAM SELF ENHANCEMENT INC. IS ONE OF THE NATION'S MOST COMPREHENSIVE AND SUCCESSFUL YOUTH DEVELOPMENT ORGANIZATIONS. SELF ENHANCEMENT HAS A 32 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.SELF 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 2011-2012 SCHOOL-YEAR SELF ENHANCEMENT SERVED 1,166 STUDENTS IN THE CORE PROGRAM AND 95% OF THE SENIOR CLASS GRADUATED FROM HIGH SCHOOL. 972272 27208 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. 1635524 496356 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 PROGRAM. SELF ENHANCEMENT ALSO PROVIDES ASSISTANCE WITH BASIC NEEDS SUCH AS HOUSING AND ENERGY ASSISTANCE. SELF ENHANCEMENT CURRENTLY SERVES OVER 3,700 INDIVIDUALS AND FAMILIES THROUGH COMMUNITY AND FAMILY PROGRAMS. 992409 OTHER PROGRAMS OTHER PROGRAMS INCLUDE PROGRAM ADVANCEMENT AND REPLICATION. PROGRAM ADVANCEMENT FOCUSES ON PROGRAM EVALUATION AND INTERNAL TRAINING. IN EARLY 2012 SELF ENHANCEMENT BECAME THE FISCAL SPONSOR FOR THE PORTLAND AFRICAN AMERICAN LEADERSHIP FORUM. THE REPLICATION PROGRAM WAS ADDED IN 2008 TO DEVELOP A PLATFORM FOR REPLICATION OF THE SELF ENHANCEMENT PROGRAM MODEL IN OTHER CITIES. IN THE FALL OF 2012 SELF ENHANCEMENT ENTERED INTO A CONTRACT WITH MIAMI-DADE SCHOOL DISTRICT TO REPLICATE THE SELF ENHANCEMENT MODEL THAT WILL REACH OVER 470 STUDENTS AND 200 FAMILIES IN THE MIAMI-DADE, FL AREA. 992409 9335948 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 165 0 619 1 1 1 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X DODGE KERR 5032491721 3920 N KERBY AVENUE PORTLAND OR 972271255 X REGGIE GUYTON 1.30 X X 0 0 0 KAREN HINSDALE 1.30 X X 0 0 0 BRUCE SOUTHWORTH 1.30 X X 0 0 0 KAROLYN NEUPERT 1.30 X X 0 0 0 JENNIFER ADAMS 0.80 X 0 0 0 BERNADETTE ARTHAREE 0.80 X 0 0 0 CASEY CALLINSKY 0.80 X 0 0 0 KENNETH A CARR 1.30 X 0 0 0 CORTLANDT CUFFEE 0.80 X 0 0 0 ALAN DAVIS 0.80 X 0 0 0 JUSTIN DELANEY 0.80 X 0 0 0 SCOTT DEMOREST 0.80 X 0 0 0 CHRIS DUNNAVILLE 0.80 X 0 0 0 GREGORY GOODMAN 0.80 X 0 0 0 WILLIAM HARRIS 0.80 X 0 0 0 MARGARET HOFFMAN 0.80 X 0 0 0 RUPA JACK 0.80 X 0 0 0 JOSH KARDAN 0.80 X 0 0 0 MICHAEL LEVELLE 0.80 X 0 0 0 DAVID LOKTING 0.80 X 0 0 0 LARRY MILLER 0.80 X 0 0 0 WAYNE MONFRIES 0.80 X 0 0 0 ELLISON MORGAN 0.80 X 0 0 0 JILL MORGAN 0.80 X 0 0 0 LORI MORGAN 0.80 X 0 0 0 CINDY MULFLUR 0.80 X 0 0 0 BRIAN PIENOVI 0.80 X 0 0 0 PHILIP ROBINSON 0.80 X 0 0 0 MARY RUBLE 0.80 X 0 0 0 BETH SKILLERN 0.80 X 0 0 0 THOMAS SPITZER 0.80 X 0 0 0 QUENTIN STRODE 0.80 X 0 0 0 ROBIN TOMPKINS 0.80 X 0 0 0 JOHN TRACHTENBERG 1.30 X 0 0 0 JAN TURNER 0.80 X 0 0 0 HANS VAN ALEBEEK 0.80 X 0 0 0 MARK WALLER 0.80 X 0 0 0 MALIA WASSON 0.80 X 0 0 0 LINDA WRIGHT 1.30 X 0 0 0 VICKI TAGLIAFICO 0.80 X 0 0 0 TONY L HOPSON SR 40.00 X 224579 0 25809 JEFFREY PETERSON 40.00 X 79959 0 11236 MARCY BRADLEY 40.00 X 110090 0 10196 MARCELLA MCGEE 40.00 X 102998 0 13085 517626 0 60326 3 0 1 0 BLUE STAR CHARTERS & TOURS PO BOX 56351 PORTLAND OR 97238 TRANSPORTATION SERVICES 213377 1 1332633 894626 4731096 2561647 237294 9520002 2 2 253761 255134 -1373 -1373 -1373 367395 1332633 345307 22088 22088 46250 53 46197 46197 OVERHEAD CHARGEBACK 900099 212745 212745 MISCELLANEOUS INCOME 900099 53337 53337 INCOME FROM PASS THROU 525990 553 553 266635 9853551 266082 553 66914 1061346 1061346 317685 317685 5982325 4491374 1176489 314462 118844 85717 24711 8416 876291 680171 143022 53098 711727 544433 135317 31977 4812 4812 57830 57830 53643 53643 473841 359468 84482 29891 26226 7885 18341 169339 96633 53295 19411 216050 79027 137023 81754 48799 31040 1915 110076 110076 293172 234217 48889 10066 95802 95802 EVENTS AND ACTIVITIES 838911 838455 456 EQUIPMENT AND BUILDING 184812 28073 147452 9287 MISCELLANEOUS 165854 41354 120687 3813 FACILITIES EXPENSE ALLO 1 313463 -326934 13472 433418 -454710 21292 11840341 9335948 1914853 589540 45992 90824 2069 2067 5276710 2603523 593180 569342 121746 173183 11356184 4648514 6949687 6707670 208121 185909 1305937 2344375 14503442 12676893 733463 820452 20946 0 400000 80199 1500000 1912210 2654409 2812861 X 6734544 3125105 5114489 6738927 11849033 9864032 14503442 12676893 X -1986790 1789 X X 0 1 1 X 1 1 X 8863740 9684418 11384496 12354976 9507507 51795137 8863740 9684418 11384496 12354976 9507507 51795137 5570998 46224139 71311 14857 1522 2 87692 4111 553 4664 19258 68285 87543 51975036 2082568 0.88940 0.84040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 53643 53643 11197158 11250801 712540 178135 0 0 739582 731953 727394 712540 2911469 4367204 65367 77062 61054 53643 257126 184896 182988 181849 178135 727868 1091802 9507135 2959283 6547852 1801618 1660075 141543 47431 29156 18275 6707670 DUE TO/FROM RELATED ORGANIZATIONS 2344375 2344375 LOAN FROM RELATED PARTY 1912210 1912210 ART + SOUL 1577074 1266824 310250 68662 1420 215886 HERE + NOW 116849 65809 51040 4518 1995 40090 1 6105 6105 6458 2860 3418 1700028 1332633 367395 79638 6275 259394 345307 22088 46250 53 0 46250 53 53 46197 OR 1 0 0 0 1.00000 DODGE KERR 3920 N KERBY PORTLAND OR 97227 0 DODGE KERR MANAGES GAMING ACTIVITY; ARRANGES PRIZES, HELPS WITH PROMOTION AND SETTING UP OF EVENT. X 0 1 FOOD 699 11197 HOUSING 198 462608 PARTICIPANT INCENTIVES 782 146723 PERSONAL CARE 616 86746 SCHOLARSHIPS 123 298991 STIPENDS 61 17326 UTILITIES 81 24647 REFERRED SERVICES 120 13108 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. 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 189022 0 26341 0 9216 0 6461 0 19348 0 250388 0 0 0 PART I, LINE 1A ATHLETIC CLUB MEMBERSHIP FOR PRESIDENT, NOT TREATED AS TAXABLE INCOME. JOHN TRACHTENBERG BOARD MEMBER AND OWNER OF B&B PRINT SOURCE, INC. 17993 VENDOR PROVIDES PRINTING SERVICES 0 X 8 224799 FAIR MARKET VALUE X EQUIPMENT 4 12495 DONOR PROVIDED 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 CERTAIN DECISIONS ARE DELEGATED TO THE EXECUTIVE COMMITTEE WHICH IS COMPRISED OF ALL BOARD OFFICERS AND COMMITTEE CHAIRS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS DAVID LOKTING AND ELLISON MORGAN HAVE A BUSINESS RELATIONSHIP OF ATTORNEY AND CLIENT. ELLISON MORGAN AND JILL MORGAN ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WILL BE REVIEWED BY FINANCE COMMITTEE AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. COPIES OF RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS & DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. DESCRIPTION OF ALL OTHER EXPENSES FORM 990, PART VIII, LINE 24E 24E. ADMINISTRATIVE ALLOCATION EXPENSE PROGRAM MANAGEMENT FUNDRAISING 433,418 -454,710 21,292 FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF POTENTIAL CONFLICTS FOR BOARD OF DIRECTORS IS DONE BY THE BOARD DEVELOPMENT & COMMUNICATIONS 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 NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE B KENNETH A CARR, ALAN DAVIS, REGGIE GUYTON, RUPA JACK, DAVID LOKTING, ELLISON MORGAN, BRUCE SOUTHWORTH, ROBIN TOMPKINS, AND JOHN TRACHTENBERG EACH DEVOTED 0.3 HOURS PER WEEK TO POSITIONS WITH RELATED ORGANIZATIONS. TONY L. HOPSON, SR DEVOTED 2.3 HOURS PER WEEK TO POSITIONS WITH RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,789. 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 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 0 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 1 0 0 SELF ENHANCEMENT FOUNDATION C 894626 SELF ENHANCEMENT FOUNDATION E 2013178 SEI ACADEMY M 56164 SEI ACADEMY N 147394