2012-05-15T15:56:23-05:00 2011-06-30 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2010-07-01 930690723 SOUTHEAST UPLIFT NEIGHBORHOOD PROGRAM INC SOUT 5032320010 3534 SE MAIN ST PORTLAND OR 972144263 JEFFREY WEST 5032320010 2012-05-14 SANG AHN 5032270581 2010 2016-02-24 21:20:13Z BRYAN J AGEE 3534 SE MAIN ST PORTLAND OR 972144263 502999 0 X WWW.SOUTHEASTUPLIFT.ORG X 1974 OR TO ASSIST THE CITIZENS AND NEIGHBORHOOD ASSOCIATIONS OF SOUTHEAST PORTLAND TO CREATE COMMUNITIES WHICH ARE LIVABLE, SOCIALLY DIVERSE, SAFE AND VITAL. 19 19 11 100 0 0 458873 460493 88948 25219 169 257 260 17030 548250 502999 0 36323 0 0 290313 310761 0 0 8877 232538 133106 522851 480190 25399 22809 528165 536299 104458 89783 423707 446516 X ORGANIZING, ADVOCACY, DIRECT SUPPORT - ASSIST RESIDENTS AND NEIGHBORHOOD ASSOCIATIONS IN SOUTHEAST PORTLAND TO ADDRESS LIVABILITY ISSUES IN THEIR NEIGHBORHOODS. 0 0 363678 12448 ORGANIZING, ADVOCACY, DIRECT SUPPORT - ASSIST RESIDENTS AND NEIGHBORHOOD ASSOCIATIONS IN SOUTHEAST PORTLAND TO ADDRESS LIVABILITY ISSUES IN THEIR NEIGHBORHOODS.PROVIDE TECHNICAL ASSISTANCE TO INDIVIDUALS AND NEIGHBORHOOD ASSOCIATIONS - INCLUDES COMPLEX INFORMATION AND REFERRAL CALLS, EMAIL REQUESTS, WALK-IN CONTACTS, LETTERS AND FAXES 13,299 CONTACTS.(CONTINUED ON SCHEDULE O)NUMBER OF COMMUNITY INVOLVEMENT PROJECTS, EVENTS AND/OR PRESENTATIONS AND NEIGHBORHOOD MEETINGS INITIATED, MAINTAINED OR COMPLETED DURING YEAR 436.TOTAL ATTENDANCE AT NEIGHBORHOOD AND COALITION MEETINGS 4,218.NUMBER OF NEWSLETTERS PRODUCED AND DISTRIBUTED TO THE COMMUNITY DURING THIS REPORTING PERIOD 520,000. 63248 12771 NEIGHBORHOOD PROJECT ASSISTANCE FISCAL AGENT AND ORGANIZATION ASSISTANCE TO NEIGHBORHOODS FOR VARIOUS COMMUNITY PROJECTS.DEDICATED OVER 600 STAFF HOURS TO MANAGE AND REPORT ON ACCOUNTING ACTIVITIES FOR THESE PROJECTS.PROVIDED 350 STAFF HOURS TO MANAGE A NEIGHBORHOOD PROJECTS PROGRAM.(CONTINUED ON SCHEDULE O)PROVIDED A DEDICATED STAFF PERSON TO HELP NEIGHBORHOODS WITH COMMUNICATION PROJECTS AND OTHER OUTREACH RELATED TO THEIR SPECIAL PROJECTS, OVER 800 STAFF HOURS PROVIDED. 426926 1 1 0 0 0 0 0 0 0 1 0 0 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 0 0 0 1 2 0 1 11 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ANNE DUFAY 5032320010 3534 SE MAIN ST PORTLAND OR 972144263 BRYAN AGEE 3.00 X X 0 0 0 JEFF WEST 2.00 X X 0 0 0 MARIANNE COLGROVE 2.00 X X 0 0 0 PETE JACOBSEN 4.00 X X 0 0 0 LAURA VAIL 2.00 X X 0 0 0 HANNAH KAPELL 1.00 X 0 0 0 ALISON STARKEY 1.00 X 0 0 0 JEFF LYNOTT 1.00 X 0 0 0 JOANNE BEATTY 1.00 X 0 0 0 APRIL BURRIS 1.00 X 0 0 0 STEVE COUCHE 1.00 X 0 0 0 ROY HARTLEY 1.00 X 0 0 0 DANIEL WEILAND 1.00 X 0 0 0 MARY LOUISE OTT 1.00 X 0 0 0 MOSHE LENSKE 1.00 X 0 0 0 PAUL LEISTNER 1.00 X 0 0 0 DON GARDNER 1.00 X 0 0 0 SCOTT VALA 1.00 X 0 0 0 ANNE DUFAY 40.00 X 55000 0 5557 55000 0 5557 0 0 0 0 0 460493 460493 ADMINISTRATIVE INCOME 900099 12771 12771 CONTRACT REVENUE 900099 12448 12448 25219 257 257 15202 15202 15202 15202 MISCELLANEOUS 900099 1828 1828 1828 502999 25219 0 17287 36323 36323 60557 53290 6056 1211 184879 162694 18488 3697 47385 41699 4739 947 17940 15787 1794 359 750 660 75 15 7959 7004 796 159 250 220 25 5 40762 35871 4076 815 6385 5619 639 127 12097 10646 1209 242 369 325 37 7 887 780 89 18 66 58 7 1 20148 17730 2015 403 9206 8099 920 187 REPAIRS AND MAINTENANCE 23622 20788 2362 472 LANDSCAPE EXPENSE 10372 9128 1037 207 MISCELLANEOUS 233 205 23 5 480190 426926 44387 8877 69615 101966 60888 48045 10259 15912 1899 5020 725686 360330 385504 365356 528165 536299 16110 15829 9984 3096 1281 75268 72673 104458 89783 X 423707 446516 423707 446516 528165 536299 22809 0 X 0 0 0 X 428263 509424 471816 458873 456584 2324960 428263 509424 471816 458873 456584 2324960 2324960 1386 943 390 169 257 3145 260 260 2328365 0.99850 0.99800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 224640 224640 471773 331057 140716 29273 29273 0 365356 FUNDS HELD FOR OTHERS 54825 CAFETERIA BENEFITS 838 RETIREMENT PLAN - SEP IRA 12513 RETIREMENT PLAN - INDIVIDUAL IRA 3768 PAYROLL LIABILITIES 729 72673 0 X PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE NEIGHBORHOOD SMALL GRANT PROGRAM IS MANAGED BY THE DEPUTY DIRECTOR, KRISTEN HAGSTROM, IN AFFILIATION WITH GRANT MANAGERS FROM THE SIX OTHER COALITIONS AND THE OFFICE OF NEIGHBORHOOD INVLOVEMENT. EVERY YEAR, REPRESENTATIVES FROM THE COALITION BOARD, LOCAL BUSINESSES AND OTHER NONPROFIT ORGANIZATIONS CONVENE TO FORM THE GRANT SELECTION COMMITTEE. AFTER THE PROPOSAL AND SELECTION PROCESS, THE COMMITTEE MAKES THE GRANT AWARD RECOMMENDATIONS AND THE BOARD VOTES ON APPROVAL OF THE PROPOSED PROJECTS. THE APPLICATION PROCESS PRESCIBES THE REQUIRED REPORTING REQUIREMENTS FOR GRANTEES. A FUNDING AGREEMENT IS CRAFTED, WHICH INCLUDES THE PROJECT COORDINATOR, PROJECT SCOPE, RELEASE OF FUNDS, AND REPORTING REQUIREMENTS TO WHICH GRANTEES ARE HELD ACCOUNTABLE. FINAL REPORTING REQUIREMENTS MUST BE SATISFIED UPON COMPLETION OF THE PROJECTS. FAILURE TO SUBMIT ALL ELEMENTS OF THE FINAL REPORT, OUTLINED IN THE FUNDING AGREEMENT, WILL CONSTITUTE A BREACH OF CONTRACT AND FUNDING WILL NO LONGER BE EXTENDED TO SAID GRANTEE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AT A MEETING, THEN FORWARDED TO THE FULL BOARD FOR APPROVAL VIA EMAIL AND ONLINE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C WE WILL REVIEW OUR POLICIES AND THEIR OUTCOMES ON AN ANNUAL BASIS AS PART OF OUR GRANT RENEWAL PROCESS WITH THE CITY OF PORTLAND. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE WAS FORMED TO REVIEW SALARIES AS A PART OF THE BUDGET PROCESS. SALARIES FOR OTHERS HOLDING SIMILAR POSITIONS IN OUR GEOGRAPHIC AREA WERE REVIEWED. WE USED DATA FROM THE CITY BUREAU THAT MANAGES THE GRANTS FOR ALL SEVEN COALITIONS IN THE CITY OF PORTLAND. WE ALSO REVIEWED THE SALARY SURVEY COMPILED BY THE OREGON PROFESSIONAL NONPROFIT SUPPORT ORGANIZATION: THE NONPROFIT ASSOCIATION OF OREGON. OUR EXECUTIVE DIRECTOR'S SALARY FALLS IN THE LOW RANGE OF COMPARABLE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.