2012-11-05T18:11:03-06:00 2011-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2011-01-01 930806912 RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SOUTHWEST WASHINGTON RONA 9712306700 2620 NORTH COMMERCIAL AVENUE PORTLAND OR 97227 TOM SOMA 9712306700 2012-11-01 1 SANG AHN P00540880 5032270581 2011 2016-02-24 21:20:13Z TOM SOMA 2620 NORTH COMMERCIAL AVENUE PORTLAND OR 97227 6372235 0 X WWW.RMHCOREGON.ORG X 1982 OR THE ORGANIZATION PROVIDES A "HOME AWAY FROM HOME" TO FAMILIES WITH SERIOUSLY ILL CHILDREN. 26 26 37 1000 0 0 1641776 2978712 236037 344537 108566 466125 -65412 -70738 1920967 3718636 60500 79943 0 0 832507 919669 0 0 485041 981124 993455 1874131 1993067 46836 1725569 9463913 10648079 184640 194737 9279273 10453342 X THE ORGANIZATION PROVIDES A "HOME AWAY FROM HOME" TO FAMILIES WITH SERIOUSLY ILL CHILDREN, AND SUPPORTS INITIATIVES TO IMPROVE PEDIATRIC HEALTH. 0 0 1097212 344537 RONALD MCDONALD HOUSE PROGRAM:RMHC OWNS AND OPERATES TWO RESIDENTIAL FACILITIES IN PORTLAND. THE 17-ROOM WEST HOUSE IS LOCATED IN PORTLAND'S WEST HILLS NEAR OREGON HEALTH & SCIENCE UNIVERSITY HOSPITAL ("OHSU"), DOERNBECHER CHILDREN'S HOSPITAL AND SHRINERS HOSPITAL FOR CHILDREN. THE 24-ROOM EAST HOUSE IS LOCATED ON THE CAMPUS OF LEGACY EMANUEL AND RANDALL CHILDREN'S HOSPITALS IN NORTH PORTLAND. BOTH HOUSES PROVIDE FAMILIES A COMFORTABLE STAY IN A PRIVATE ROOM WHERE THEY CAN GET A PEACEFUL NIGHT'S REST, KNOWING THEIR CHILD IS CLOSE. EACH HOUSE ALSO HAS A LARGE COMMUNAL KITCHEN, DINING ROOM, LAUNDRY ROOM, PLAYROOMS AND LIVING AREA. (SEE CONTINUATION ON SCHEDULE O.)(CONTINUED FROM PAGE 2) BY PROVIDING A SETTING IN WHICH FAMILIES CAN CONNECT WITH OTHER FAMILIES, AND CHILDREN CAN MEET OTHER CHILDREN GOING THROUGH A SIMILAR EXPERIENCE, OUR HOUSES ENSURE THAT FAMILIES HAVE THE STABILITY AND RESOURCES TO HELP THEIR CHILD GET HEALTHY. APPROXIMATELY 98% OF FAMILIES RATED THEIR EXPERIENCE AT THE RONALD MCDONALD HOUSE AS GOOD OR VERY GOOD, AND 96% OF FAMILIES FELT THAT STAYING AT THE RONALD MCDONALD HOUSE IMPROVED THEIR OVERALL EXPERIENCE WHILE THEIR CHILD WAS RECEIVING TREATMENT. SINCE OPENING 28 YEARS AGO, WE HAVE HOSTED APPROXIMATELY 26,000 FAMILY VISITS WHILE CHILDREN RECEIVED TREATMENT FOR CANCER, BIRTH DEFECTS, HEART DISEASE, AND OTHER LIFE-THREATENING CONDITIONS. IN 2011, WE ADDED A ROOM TO THE WEST HOUSE, ALLOWING US TO BETTER SERVE FAMILIES OF IMMUNE-SUPPRESSED PATIENTS. LAST YEAR'S 1,512 FAMILY VISITS AVERAGED EIGHT NIGHTS. UNFORTUNATELY, WE HAD TO TURN AWAY 561 FAMILIES DUE TO FULL OCCUPANCY OR LACK OF AN ADEQUATE ROOM.WITHIN THE RONALD MCDONALD HOUSES, WE RUN SEVERAL PROGRAMS TO BENEFIT GUESTS:MEAL PROGRAM: USUALLY FOUR OR FIVE DAYS EACH WEEK, LOCAL INDIVIDUALS, COMMUNITY OR BUSINESS GROUPS PROVIDE A MUCH APPRECIATED MEAL - OFTEN DINNER OR BRUNCH - TO THE HOUSE GUESTS.HOLIDAY EVENTS PROGRAM: WHILE IT'S ALWAYS HARD TO BE AWAY FROM HOME, ABSENCE DURING THE HOLIDAYS CAN BE ESPECIALLY DIFFICULT. FROM THE DECEMBER HOLIDAYS, TO FOURTH OF JULY FESTIVITIES AND BIRTHDAYS, HOUSE STAFF AND VOLUNTEERS CREATE CELEBRATIONS FOR ALL FAMILIES WHO WANT TO PARTICIPATE. IN 2011, WE ADDED A HOLIDAY STORE IN DECEMBER, GIVING FAMILIES THE OPPORTUNITY TO SELECT GIFTS FOR EACH OTHER.CLOTHING AND PERSONAL ITEMS PROGRAM: SOMETIMES, FAMILIES COME TO STAY WITH US AT SUCH SHORT NOTICE THEY DON'T EVEN HAVE TIME TO PACK A TOOTHBRUSH. THIS PROGRAM ENSURES THEY CAN ACCESS A CHANGE OF CLOTHES AND RECEIVE THE PERSONAL ITEMS THEY NEED.PANTRY PROGRAM: THANKS TO GENEROUS DONATIONS SUCH AS THROUGH OUR HOUSE HERO PROGRAM, OUR KITCHENS AND PANTRIES ARE ALWAYS STOCKED WITH EVERYTHING A FAMILY NEEDS FOR A MEAL TOGETHER.GUEST SERVICES PROGRAM: NUMEROUS VOLUNTEERS PROVIDE A VARIETY OF SERVICES TO OUR HOUSE GUESTS, INCLUDING BAKING COOKIES, DRIVING GUESTS TO THE STORE AND MASSAGE.ANIMAL ASSISTED THERAPY PROGRAM: APPROXIMATELY ONCE PER WEEK, A VOLUNTEER ANIMAL HANDLER BRINGS A TRAINED DOG TO ONE OF THE HOUSES FOR CALMING VISITS WITH CHILDREN AND FAMILIES.GUEST ACTIVITY PROGRAM: STAFF AND VOLUNTEERS REGULARLY ORGANIZE NUMEROUS ACTIVITIES FOR OUR HOUSE GUESTS, SUCH AS CRAFTS, BINGO NIGHT AND MOVIE NIGHT. ADDITIONALLY, WE OFTEN RECEIVE FREE TICKETS TO LOCAL EVENTS FOR OUR GUESTS. 92074 79943 GRANT (OUTREACH) PROGRAMSINCE 2008, OUR OUTREACH PROGRAM HAS FOCUSED ON ONE OF THE MOST CRITICAL CHILDREN'S HEALTH ISSUES IN OUR REGION: ORAL HEALTH CARE. BASIC ORAL HEALTH CARE CONTINUES TO BE AN EFFECTIVE TOOL IN PREVENTING DISEASE. OUR PARTNERSHIPS WITH OTHER CARE PROVIDERS ALLOW RMHC TO PROVIDE INVALUABLE BENEFITS TO CHILDREN IN THE REGION. OUTREACH FUNDING IS PROVIDED THROUGH DONATION BOX COLLECTIONS IN REGIONAL MCDONALD'S RESTAURANTS AND IN THE FORM OF MATCHING GRANTS FROM RMHC GLOBAL. (SEE CONTINUATION ON SCHEDULE O.)(CONTINUED FROM PAGE 2) THESE SPECIFIC SOURCES ENSURE THAT DIRECT DONATIONS TO OUR RONALD MCDONALD HOUSES ARE USED EXCLUSIVELY TO FUND HOUSE OPERATIONS. IN 2011, LOCAL GRANTS SUPPORTING TEN PROGRAMS THAT SERVED APPROXIMATELY 24,500 CHILDREN TOTALED $79,943, AND WERE MATCHED BY AN ADDITIONAL $79,943 IN SUPPORT FROM RMHC GLOBAL. 49009 RMHC SUPPORTED A NATIONAL ORGANIZATION, RONALD MCDONALD HOUSE CHARITIES GLOBAL, BY SHARING A PORTION OF THE REVENUES RECEIVED IN DONATION BOX COLLECTIONS. THE TOTAL PAID TO RONALD MCDONALD HOUSE CHARITIES GLOBAL DURING 2011 WAS $49,009. 1238295 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 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 17 0 37 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X SIRI HAMILL 9712306700 2620 N COMMERCIAL AVENUE PORTLAND OR 97227 MARY RANSOME 1.50 X X 0 0 0 BETH IRISH 1.50 X X 0 0 0 DAVID STOLLER 1.00 X X 0 0 0 GRANT JONES 1.50 X X 0 0 0 DOUG WACKER 1.50 X X 0 0 0 STEPHEN ABOUAF 1.00 X 0 0 0 RANDY BEAULAURIER 0.30 X 0 0 0 BRIAN BERGER 0.80 X 0 0 0 JOSEPH CHAPLIK 0.30 X 0 0 0 ANDY DAVIS 0.50 X 0 0 0 MUNIB DERHALLI DMD 0.50 X 0 0 0 MICHAEL FENNELL 0.30 X 0 0 0 MICHELE FERREE 0.80 X 0 0 0 PHIL FOGG 1.50 X 0 0 0 SCOTT GETTEL 1.50 X 0 0 0 VAL HADWIN 0.30 X 0 0 0 ELSIE JONES 0.50 X 0 0 0 JANET MURTAGH 0.30 X 0 0 0 LISA NELSON 0.50 X 0 0 0 JEFF NUDELMAN 0.50 X 0 0 0 DAVID PAYNE 0.30 X 0 0 0 MIKE RICH 1.00 X 0 0 0 ANNIE SAKAGUCHI 0.30 X 0 0 0 TEGE SAUER 1.00 X 0 0 0 KEVIN SEWARD 0.30 X 0 0 0 JENNIFER SWICK 0.30 X 0 0 0 TOM SOMA 50.00 X 119167 0 10025 SIRI HAMILL 40.00 X 76169 0 8533 195336 0 18558 1 0 0 0 0 433642 2545070 237525 2978712 PROGRAM FEES 721000 344537 344537 344537 123017 123017 2820862 2477754 343108 343108 343108 109675 433642 175845 -66170 -66170 MISCELLANEOUS 721000 -4568 -4568 -4568 3718636 344537 0 395387 79943 79943 213894 89579 79098 45217 555408 308626 52933 193849 11387 6470 313 4604 68318 34403 9487 24428 70662 37999 11099 21564 1334 701 633 18490 18490 21006 21006 56251 187 11687 44377 2207 1957 250 92336 27482 26372 38482 49206 24067 13842 11297 137912 137912 8954 2510 3792 2652 17281 5568 4954 6759 49009 49009 213671 185809 3905 23957 26731 23582 3149 LODGING SUPPLIES 156977 156977 DONATION BOX EXPENSE 55863 55863 REPAIRS & MAINTENANCE 44128 40798 3330 LAND LEASE 25317 25317 16782 1356 3684 11742 1993067 1238295 269731 485041 409433 506480 2561051 2717672 1000000 17622 31179 38918 39484 6051723 2870998 3279556 3180725 2834414 2874937 322919 297602 9463913 10648079 62578 194737 122062 0 184640 194737 X 6549850 7865485 1219668 1078102 1509755 1509755 9279273 10453342 9463913 10648079 X 1725569 -551500 X X 0 1 1 X 0 X 1539283 1148714 1910892 1641776 2978712 9219377 1539283 1148714 1910892 1641776 2978712 9219377 1078355 8141022 227845 160300 104206 76005 123017 691373 -46406 -95954 -67509 -66170 -276039 9634711 1087482 0.84500 0.88600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2834413 252172 -103245 87397 21006 2874937 2670692 255977 72303 19953 2834413 1956425 377349 352800 15882 2670692 2282692 82067 -323968 68210 16156 1956425 0.33000 0.67000 0.00000 0 0 80000 80000 5293522 2430074 2863448 646041 408764 237277 32160 32160 0 3180725 3718636 1993067 1725569 -551500 -551500 1174069 3284351 117215 -551500 -434285 3718636 0 3718636 2110282 117215 117215 1993067 0 1993067 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION PLANS TO USE A PORTION OF THE ACCOUNT EARNINGS TO FUND ON-GOING OPERATIONS. ON AVERAGE, THIS IS PLANNED TO BE 4% OF THE CORPUS. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSSES ON INVESTMENTS -551,500. GOLF TOURNAMENT 208958 124288 84670 750 17039 40850 39351 6914 600 AUCTION 334359 309354 25005 9000 32262 22291 6788 543317 433642 109675 750 17039 49850 71613 29205 7388 175845 -66170 1 MEDICAL TEAMS INTERNATIONAL PO BOX 10 PORTLAND OR 972070010 930878944 501(C)(3) 30000 DENTAL SUPPLIES AND VAN OPERATING EXPENSES VIRGINIA GARCIA MEMORIAL FOUNDATION PO BOX 486 CORNELIUS OR 97113 930717997 501(C)(3) 9000 DENTAL SUPPLIES NEW DAY COMMUNITY DENTAL CLINIC 1201 SE TECH CTR DR STE 150 VANCOUVER WA 98683 270475673 501(C)(3) 11000 DENTAL EQUIPMENT THE OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL 100 PORTLAND OR 97205 237315673 501(C)(3) 7500 DENTAL SUPPLIES AND EQUIPMENT 4 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS AN OUTREACH COMMITTEE WHICH OVERSEES THE GRANT PROCESS, INCLUDING REVIEWING GRANT APPLICATIONS, VISITING GRANT LOCATIONS, RECOMMENDING GRANTS TO THE BOARD OF TRUSTEES AND REVIEWING POST-GRANT REPORTS. THE BOARD OF TRUSTEES APPROVES THE GRANTS, BASED ON THE RECOMMENDATION OF THE OUTREACH COMMITTEE. TWO POST-GRANT REPORTS ARE REQUIRED: THE FIRST 6 MONTHS AFTER GRANT AWARD, AND A FINAL REPORT NO MORE THAN 14 MONTHS AFTER GRANT AWARD. PUMPKIN RIDGE GOLF COURSE ORGANIZATION OF WHICH TEGE SAUER, TRUSTEE OF RMHC, IS A KEY EMPLOYEE 60197 PURCHASE OF VENUE RENTAL AND FOOD SERVICE 0 KPD INSURANCE COMPANY OF WHICH ELSIE JONES, TRUSTEE OF RMHC, IS A KEY EMPLOYEE 25757 PURCHASE OF INSURANCE 0 X 4 11676 FAIR MARKET VALUE X FOOD 471 29057 ESTIMATE PER MEAL X DONAT. BOXES 1 48246 DONOR EST. OF FMV X CATERED FOOD & BEVERAGE 1 1496 DONOR ESTIMATE OF FMV X AWARDS/PRIZES 8 17039 DONOR ESTIMATE OF FMV X ROOM REMODEL 1 32179 DONOR EST. OF FMV X VARIOUS FURNISHINGS 8 15280 DONOR ESTIMATE OF FMV X SUPPLIES 9 4201 DONOR ESTIMATE OF FMV X MISC SUPPLIES 600 78351 DONOR EST. OF FMV 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION COLLECTS DONATION INFORMATION FROM THE DONOR AT THE TIME OF THE DONATION, WHICH IS ENTERED INTO A FUNDRAISING DATA BASE. THE ORGANIZATION TRACKS GROUPS DONATING FOOD TO THE ORGANIZATION FOR ITS MEAL PROGRAM AND ESTIMATES THE VALUE OF EACH MEAL. THIRD PARTY USE: PART I, LINE 32B: ACTION DONATIONS PROCESSES ALL AUTO CONTRIBUTIONS AND THE ORGANIZATION RECEIVES 50% OF THE NET PROFIT. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, SECRETARY, TREASURER AND EITHER THE IMMEDIATE PAST CHAIR OR THE CHAIR ELECT. IT MAY ALSO INCLUDE THE STANDING COMMITTEE CHAIRS. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD IN GENERAL SUPERVISION OF THE AFFAIRS OF THE ORGANIZATION WHEN IT IS NOT FEASIBLE FOR THE FULL BOARD OF TRUSTEES TO MEET. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE EXTERNAL ACCOUNTING FIRM. IT IS REVIEWED BY THE ORGANIZATION'S ASSOCIATE DIRECTOR (WHO FUNCTIONS AS THE CFO) AND EXECUTIVE DIRECTOR. PRIOR TO FILING, IT IS REVIEWED BY THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE AND DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY AND FINANCE COMMITTEE. AFTER FILING, IT IS POSTED ON THE WEB SITE. A COPY IS ALSO SENT TO THE RMHC GLOBAL CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES (THE EXECUTIVE DIRECTOR AND THE ASSOCIATE DIRECTOR) FILL OUT A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE ORGANIZATION RELIES ON BOARD MEMBERS TO RECUSE THEMSELVES IF A POTENTIAL CONFLICT OF INTEREST EXISTS. NONE OCCURRED IN 2011. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED AND ADJUSTED IN 2007 BASED UPON INPUT FROM AN INDEPENDENT CONSULTANT. THE SALARY WAS NOT ADJUSTED IN 2008, 2009 OR 2010. THE FINANCE COMMITTEE REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION IN 2011 AND ADJUSTED IT AND THE REVIEW IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, FORM 990, COMMUNITY REPORT AND CODE OF ETHICS ARE AVAILABLE ON THE WEB SITE AND ALSO UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -551,500. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.