2012-05-11T17:58:35-05:00 2011-06-30 AKT LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2010-07-01 930509414 SHANGRI-LA CORPORATION SHAN 5035811732 4080 REED ROAD SE NO 150 SALEM OR 97302 ROSS STOUT 5035811732 2012-05-03 1 JOYLYN M ANKENEY CPA 5036204489 2010 2016-02-24 21:20:13Z JAN KRAL 4080 REED ROAD SE NO 150 SALEM OR 97302 19134221 0 X WWW.SHANGRILACORP.ORG X 1964 OR TO PROVIDE HOMES, JOBS & SUPPORT SERVICES TO DISABLED AND DISADVANTAGED INDIVIDUALS IN OREGON 7 7 647 25 0 0 11881204 16077628 7167173 2729398 -625 10128 313842 111249 19361594 18928403 0 0 0 0 13184064 14289464 0 0 0 4811888 5059413 17995952 19348877 1365642 -420474 12385764 11898719 8899917 8748393 3485847 3150326 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 12210374 1321298 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, SOUTH BEACH, TOLEDO, 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. 2546925 1221170 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. 1342806 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 2000 TANF RECIPIENTS IN THE FISCAL YEAR TO HELP THEM TOWARD EMPLOYMENT AND SELF SUFFICIENCY. 268442 298179 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. 268442 298179 16368547 1 0 0 0 0 0 0 0 0 1 1 0 0 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 1 72 0 647 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 FINANCIAL DIRECTOR 5035811732 4080 REED ROAD SE 150 SALEM OR 97302 SCOTT CANTONWINE 2.00 X X 0 0 0 ROSS STOUT 2.00 X X 0 0 0 LOWELL HERR 2.00 X X 0 0 0 NICOLE TITUS 2.00 X X 0 0 0 SUZETTE BOUDREAUX 2.00 X 0 0 0 JOHN FITZGERALD 2.00 X 0 0 0 SHARON FRANKLIN 2.00 X 0 0 0 JANICE KRAL 55.00 X 203723 0 5678 HELEN HONEY 45.00 X 72759 0 22138 276482 0 27816 1 0 1 0 0 16030228 47400 16077628 ON-GOING EMPLOYMENT 900099 1221170 1221170 ON-GOING AND TRANS HSG 900099 1210049 1210049 CORRECTIONS EDUCATION 900099 298179 298179 2729398 9610 9610 201365 193546 7819 7819 7819 12790 12272 518 518 518 MISC REVENUE 900099 103430 103430 103430 18928403 2840647 0 10128 296276 296276 11144320 10138754 1005566 1573064 1426225 146839 1275804 1177739 98065 28651 28651 41750 5000 36750 486243 209988 276255 930993 792543 138450 195417 129436 65981 178678 74280 104398 416862 234354 182508 586402 469079 117323 SUPPLIES & MATERIALS 620975 365294 255681 REPAIRS & MAINTENANCE 566262 514589 51673 FOOD & BEVERAGE 255031 250917 4114 TRANSPORTATION 248650 235296 13354 COMMUNICATION 181518 137113 44405 321981 207940 114041 19348877 16368547 2980330 0 1385683 544958 1202176 1230933 64887 108696 74336 151826 15044428 5870694 9154269 9173734 504413 599172 89400 12385764 11898719 1120244 847471 13603 3278 7765570 7897144 500 500 8899917 8748393 X 3429747 3097726 56100 52600 3485847 3150326 12385764 11898719 X -420474 84953 X 0 1 0 X 1 1 X 502214 187205 213816 11879290 11139263 23921788 502214 187205 213816 11879290 11139263 23921788 23921788 186720 210123 193483 193461 210975 994762 198942 38627 305024 318220 103430 964243 25880793 60162800 0.92430 0.88660 X 234721 6413 241134 239305 -4584 234721 216076 19000 4239 239315 1.00000 0 0 1506003 1506003 9796641 3175043 6621598 199535 166518 33017 3485027 2501994 983033 57222 27139 30083 9173734 18928403 19348877 -420474 84953 84953 -335521 19206902 84953 193546 278499 18928403 0 18928403 19542423 193546 193546 19348877 0 19348877 PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 193,546. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 193,546. X X X X 0 0 0 0 0 0 0 0 0 JANICE KRAL 203723 0 0 0 0 0 0 0 5678 0 209401 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. METHODS USED INCLUDE 1) COMPARISON OF FORM 990 OF OTHER ORGANIZATIONS, 2) COMPENSATION SURVEY OR STUDY, AND 3) APPROVAL BY BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO CFO AND CEO. ONCE A WRITTEN REQUEST IS RECEIVED DOCUMENTS ARE MAILED TO THE PARTY MAKING THE REQUEST WITHIN TWO WEEKS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 84,953.