2013-04-01T18:51:24-05:00 2012-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2011-07-01 930474800 BOYS AND GIRLS CLUBS OF PORTLAND METROPOLITAN AREA BOYS 5032320077 7119 SE MILWAUKIE AVENUE PORTLAND OR 97202 JOSEPH MARZIELLO 5032320077 2013-03-08 1 SANG AHN P00540880 5032270581 2011 2016-02-25 16:41:14Z ERIN HUBERT 7119 SE MILWAUKIE AVENUE PORTLAND OR 97202 4603728 0 X WWW.BGCPORTLAND.ORG X 1946 OR TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CITIZENS. 34 34 212 500 0 0 3194212 3707899 225922 233230 48437 57492 358882 191226 3827453 4189847 9426 4434 0 0 2534092 2592610 0 0 289605 1481622 1738893 4025140 4335937 -197687 -146090 14912981 14557249 190680 183379 14722301 14373870 X TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. 0 0 3524281 4434 233230 THE CLUBS OFFER YOUNG PEOPLE ADULTS WHO RESPECT AND LISTEN TO THEM; A SAFE ENVIRONMENT WHERE THEY CAN HAVE FUN AND BE THEMSELVES; AND INTERESTING CONTRUCTIVE ACTIVITIES THAT CHANNEL YOUTHFUL ENERGY INTO CREATIVE AND CHALLENGING PURSUITS. CLUB PROGRAMS FOSTER A SENSE OF BELONGING, COMPETENCE, USEFULNESS, POWER AND INFLUENCE OVER THEIR LIFE AND THEIR ENVIRONMENT THAT BUILDS CONFIDENCE AND SELF-ESTEEM. MORE THAN 20,000 KIDS, AGES 6-18, ARE TAKING ADVANTAGE OF THE PROGRAMS, ACTIVITIES, AND SERVICES PROVIDED BY BOYS AND GIRLS CLUBS OF PORTLAND IN THE FOLLOWING CORE AREAS: (CONTINUED ON SCHEDULE O)1) CHARACTER AND LEADERSHIP DEVELOPMENT2) EDUCATION AND CAREER DEVELOPMENT3) HEALTH AND LIFE SKILLS4) THE ARTS5) SPORTS, FITNESS AND RECREATION 3524281 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 212 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X TONI DARNALL-SHACKLETON 5032320077 7119 SE MILWAUKIE AVE PORTLAND OR 97202 ERIK KRIEGER 2.00 X X 0 0 0 CHRIS DUSSIN 2.00 X X 0 0 0 JANI MCCORMICK 2.00 X X 0 0 0 ERIN HUBERT 2.00 X 0 0 0 ORVILLE ALLEMAN 2.00 X 0 0 0 DAVID ANDERSON 2.00 X 0 0 0 MIKE CREBS 2.00 X 0 0 0 CHRIS DUDLEY 2.00 X 0 0 0 JEFF DULONG 2.00 X 0 0 0 BOB FOWLER 2.00 X 0 0 0 LESLIE GANZ 2.00 X 0 0 0 JOEL GRAYSON 2.00 X 0 0 0 PAULA MCCULLOUGH 2.00 X 0 0 0 JOEY HARRINGTON 2.00 X 0 0 0 JON HENNINGSGARD 2.00 X 0 0 0 JOE HUGHES 2.00 X 0 0 0 CHRIS KARLIN 2.00 X 0 0 0 MIKE KUIAWA 2.00 X 0 0 0 JUDGE KEITH MEISENHEIMER 2.00 X 0 0 0 DAN MOGCK 2.00 X 0 0 0 KEN O'NEIL 2.00 X 0 0 0 MIKE REESE 2.00 X 0 0 0 TIMOTHY RIPPEY 2.00 X 0 0 0 STEVEN RUDMAN 2.00 X 0 0 0 JARED SHORT 2.00 X 0 0 0 MATT MELISSA STASHIN 2.00 X 0 0 0 BILL VALACH 2.00 X 0 0 0 WC WELLS 2.00 X 0 0 0 DENNIS WINKELMAN 2.00 X 0 0 0 DAN FLOYD 2.00 X 0 0 0 SCOTT HIBBS 2.00 X 0 0 0 SHANNON INUKAI-CUFFEE 2.00 X 0 0 0 MONSIGNOR TIMOTHY MURPHY 2.00 X 0 0 0 CAREY SULLIVAN 2.00 X 0 0 0 CHRIS PRESTON 2.00 X 0 0 0 JOSEPH MARZIELLO 40.00 X 136934 0 23494 LISABETH MARZIELLO 40.00 X 137615 0 14024 JOSEPH LALONDE 40.00 X 36000 0 4523 310549 0 42041 2 0 1 0 JHC COMMERCIAL LLC 11125 SW BARBUR BLVD PORTLAND OR 97219 GENERAL CONTRACTOR 242716 1 17984 1173636 797094 1719185 231610 3707899 PROGRAM FEES 900099 233230 233230 233230 57492 57492 59203 0 59203 59203 59203 521977 1173636 413628 108349 108349 13355 253 13102 13102 MISCELLANEOUS 900099 9032 9032 CHRISTMAS TREE SALES 900099 1540 1540 10572 4189847 233230 0 248718 4434 4434 348710 277639 44689 26382 1886053 1505876 239814 140363 18795 11824 3817 3154 136126 99915 21242 14969 202926 163720 25171 14035 23633 23633 9098 9098 21244 2350 347 18547 87251 52983 20006 14262 370262 346334 14889 9039 11127 7119 3493 515 16916 13869 2946 101 417433 337302 52355 27776 58867 54011 3287 1569 PROGRAM SUPPLIES 419434 400907 11172 7355 EQUIPMENT EXPENSE 128284 108767 10880 8637 FOOD FOR PROGRAMS 122899 117470 3274 2155 OTHER 35198 6630 28482 86 17247 13131 3456 660 4335937 3524281 522051 289605 2305 2614 671187 1044188 637006 388755 16829 12640 96637 92829 15642948 5555316 10421938 10087632 2978766 2838730 88313 89861 14912981 14557249 187012 181311 3668 2068 190680 183379 X 12965159 12684680 1225584 1155707 531558 533483 14722301 14373870 14912981 14557249 X -146090 -202341 X X 0 1 1 X 1 1 X 4352424 4078396 3882179 3194212 3707899 19215110 4352424 4078396 3882179 3194212 3707899 19215110 680596 18534514 202699 141488 93884 115311 57492 610874 3898 5758 89277 292008 132024 522965 20348949 1239210 0.91080 0.91450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2963515 8974 -140686 13800 2818003 2401356 15590 582515 35946 2963515 2110921 41696 248739 2401356 2480677 47576 -405707 11625 2110921 0.77960 0.18930 0.03110 1 0 819000 819000 12734074 3595420 9138654 1868129 1779360 88769 221745 180536 41209 10087632 4189847 4335937 -146090 -202341 -202341 -348431 4025568 38062 -202341 -164279 4189847 0 4189847 4373999 38062 38062 4335937 0 4335937 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BOYS AND GIRLS CLUBS OF PORTLAND METROPOLITAN AREA, INC.'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR LONGTERM SUPPORT OF THE ORGANIZATION. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS OR BOARD DESIGNATIONS. IN ACCORDANCE WITH UPMIFA, THE ORGANIZATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONORRESTRICTED ENDOWMENT FUNDS: (1) THE DURATION AND PRESERVATION OF THE FUND (2) THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND (3) GENERAL ECONOMIC CONDITIONS (4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION (5) THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS (6) OTHER RESOURCES OF THE ORGANIZATION (7) THE INVESTMENT POLICIES OF THE ORGANIZATION PART XII, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSSES ON INVESTMENTS -202,341. SHOWCASE OF WINE AND CHEESE 1536220 1046518 489702 8610 4850 111587 4182 255595 GOLF CLASSIC 159393 127118 32275 1000 25994 1810 1695613 1173636 521977 9610 30844 111587 4182 257405 413628 108349 OR 1 0 1 0 0.75000 0.25000 TONI SHACKLETON 7119 SE MILWAUKIE AVE PORTLAND OR 97202 0 TONI SHACKLETON 0 X 0 X X X X X 0 0 0 0 0 0 0 0 0 JOSEPH MARZIELLO 134585 0 0 0 2349 0 13500 0 9994 0 160428 0 0 0 LISABETH MARZIELLO 135000 0 0 0 2615 0 13500 0 524 0 151639 0 0 0 JHC COMMERCIAL LLC BOARD MEMBER JOE HUGHES IS THE PRESIDENT OF JHC COMMERCIAL LLC 242716 GENERAL CONTRACTOR 0 X 2000 FAIR MARKET VALUE X 70810 FAIR MARKET VALUE X 1 30000 FAIR MARKET VALUE X 4 719 FAIR MARKET VALUE X EXERCISE EQUIPMENT 15 7971 FAIR MARKET VALUE X GAMES & TOYS 10 6029 FAIR MARKET VALUE X FURNITURE & EQUIPMENT 22 69524 FAIR MARKET VALUE X TICKETS & PASSES 17 8121 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS THE SAME AS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 JOSEPH MARZIELLO AND LISABETH MARZIELLO, CO-CHIEF EXECUTIVE OFFICERS, ARE HUSBAND AND WIFE. MATT STASHIN AND MELISSA STASHIN, WHO SHARE A BOARD MEMBER POSITION, ARE HUSBAND AND WIFE. JOEL GRAYSON AND PAULA MCCULLOUGH, WHO ARE BOARD MEMBERS, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 DRAFT VERSION WILL BE EMAILED TO OFFICERS, DIRECTORS & MANAGEMENT FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CEO SENDS A LETTER TO EACH BOARD MEMBER AND OFFICER A LETTER INQUIRING WHETHER THEY ARE INVOLVED IN A CONFLICT OF INTEREST SITUATION. BOARD MEMBERS AND OFFICERS MUST PROMPTLY REPORT IN WRITING TO THE CEO ANY PRESENT OR FUTURE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION LEVELS AND AND POLICIES ARE REVIEWED BY THE BOARD OF DIRECTORS FOR COMPARABILITY WITH OTHER EQUIVALENT POSITIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -202,341. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.