2011-09-09T16:15:18-05:00 2010-12-31 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2010-01-01 930806912 RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SOUTHWEST WASHINGTON RONA 9712306700 2620 NORTH COMMERCIAL AVENUE PORTLAND OR 97227 TOM SOMA 9712306700 2011-08-31 CINDY BARTHOLOMEW 5032270581 2010 2016-02-24 21:20:13Z TOM SOMA 2620 NORTH COMMERCIAL AVENUE PORTLAND OR 97227 3101292 0 X WWW.RMHCOREGON.ORG X 1982 OR TO PROVIDE A "HOME AWAY FROM HOME" TO SERIOUSLY ILL CHILDREN AND THEIR FAMILIES. 25 23 31 1000 0 0 1910892 1641776 163557 236037 942 108566 -90604 -65412 1984787 1920967 57500 60500 0 0 832948 832507 0 0 446015 1005355 981124 1895803 1874131 88984 46836 9152351 9463913 88448 184640 9063903 9279273 X TO PROVIDE A "HOME AWAY FROM HOME" FOR FAMILIES AND THEIR SERIOUSLY ILL CHILDREN WHO TRAVEL FAR TO RECEIVE MEDICAL TREATMENT AT PORTLAND HOSPITALS, AND TO SUPPORT INITIATIVES TO IMPROVE PEDIATRIC HEALTH. 0 0 1049382 238134 RONALD MCDONALD HOUSE PROGRAM:RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SOUTHWEST WASHINGTON (RMHC) OWNS AND OPERATES TWO RESIDENTIAL FACILITIES IN PORTLAND, OREGON. THE 16-ROOM WEST HOUSE IS LOCATED IN PORTLAND'S WEST HILLS NEAR OREGON HEALTH AND 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 HOSPITAL IN NORTH PORTLAND. BOTH HOUSES PROVIDE EACH FAMILY 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 CHILDREN 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 CHILDREN WERE RECEIVING TREATMENT. SINCE OPENING 27 YEARS AGO, WE HAVE HOSTED APPROXIMATELY 24,500 FAMILY VISITS WHILE CHILDREN RECEIVED TREATMENT FOR CANCER, BIRTH DEFECTS, HEART DISEASE, AND OTHER LIFE-THREATENING CONDITIONS. IN 2010, WE LOWERED OUR ELIGIBILITY RADIUS TO 30 MILES IN ORDER TO SERVE GUESTS FROM MORE NEARBY COMMUNITIES. LAST YEAR'S 1,484 FAMILY VISITS AVERAGED SIX NIGHTS. UNFORTUNATELY, WE HAD TO TURN AWAY 236 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: 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 EVEN TOUGHER ON A FAMILY. FROM THE DECEMBER HOLIDAYS, TO FOURTH OF JULY FESTIVITIES AND BIRTHDAYS, HOUSE STAFF AND VOLUNTEERS CREATE CELEBRATIONS FOR ALL FAMILIES WHO WANT TO PARTICIPATE.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, 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: ONE OR TWO TIMES EACH 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. 72040 60500 GRANT (OUTREACH) PROGRAM SINCE 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. RMHC INTENDS TO CONTINUE THIS FOCUS IN THE FUTURE. 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 2010, LOCAL GRANTS SUPPORTING SIX PROGRAMS THAT SERVED APPROXIMATELY 13,250 CHILDREN TOTALED $60,500, AND WERE MATCHED BY AN ADDITIONAL $60,500 IN SUPPORT FROM RMHC GLOBAL. 49063 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 2010 WAS $49,063. 1170485 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 19 0 1 31 1 0 0 0 0 0 1 1 0 0 0 1 0 X 25 23 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 DOUG WACKER 1.00 X X 0 0 0 DAVID STOLLER 1.00 X X 0 0 0 GRANT JONES 1.50 X X 0 0 0 STEPHEN ABOUAF 1.00 X 0 0 0 BRIAN BERGER 0.80 X 0 0 0 MICHAEL R BROWN 0.20 X 0 0 0 DR CHARLES CARTER 0.30 X 0 0 0 ANDY DAVIS 0.50 X 0 0 0 MUNIB DERHALLI DMD 0.40 X 0 0 0 MICHAEL FENNELL 0.30 X 0 0 0 PHIL FOGG 1.50 X 0 0 0 SCOTT GETTEL 1.50 X 0 0 0 VAL HADWIN 0.40 X 0 0 0 MARK HALPERN 1.00 X 0 0 0 JOANNE JENE MD 0.40 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 0.60 X 0 0 0 MIKE RICH 1.00 X 0 0 0 ANNIE SAKAGUCHI 0.50 X 0 0 0 TEGE SAUER 1.00 X 0 0 0 JOHN SPRINGER 0.50 X 0 0 0 JENNIFER SWICK 0.60 X 0 0 0 NICOLE VOGEL 0.20 X 0 0 0 TOM SOMA 50.00 X 110004 0 9113 SIRI HAMILL 40.00 X 75084 0 8004 185088 0 17117 1 0 0 0 0 399943 1241833 243462 1641776 PROGRAM FEES 721000 236037 236037 236037 76005 76005 1033770 500 1001599 110 32171 390 32561 32561 111107 399943 178616 -67509 -67509 MISCELLANEOUS 721000 2097 2097 2097 1920967 238134 0 41057 60500 60500 202205 85588 74926 41691 497089 281589 45803 169697 10371 5178 583 4610 63156 32867 8287 22002 59686 32275 9680 17731 1770 1345 425 18821 18821 19953 19953 25143 9344 10739 5060 3574 3574 97485 29175 31202 37108 43110 23389 9746 9975 122504 122504 8006 2987 2389 2630 11480 2151 5283 4046 222 222 49063 49063 193312 175830 3211 14271 25919 22829 3090 LODGING SUPPLIES 166155 166155 MISCELLANEOUS 67201 977 1056 65168 DONATION BOX EXPENSE 51501 51501 REPAIRS & MAINTENANCE 39304 35955 3349 LAND LEASE 26350 26350 10251 4434 5292 525 1874131 1170485 257631 446015 657979 409433 2201431 2561051 2125 17238 17622 31328 38918 5941816 2662260 3222289 3279556 2670692 2834414 349269 322919 9152351 9463913 88448 62578 0 122062 88448 184640 X 6425855 6549850 1128293 1219668 1509755 1509755 9063903 9279273 9152351 9463913 X 46836 168534 X 0 1 1 X 0 X 1465808 1539283 1148714 1910892 1641776 7706473 1465808 1539283 1148714 1910892 1641776 7706473 429957 7276516 147798 227845 160300 104206 76005 716154 -46406 -95954 -67509 -209869 8212758 915136 0.88600 0.88040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2670692 255977 72303 19953 2834413 1956425 377349 352800 15882 2670692 2282692 82067 -323968 68210 16156 1956425 0.26000 0.74000 0.00000 0 0 80000 80000 5258631 2261690 2996941 571025 368410 202615 32160 32160 0 3279556 LONG TERM LIABILITY TO GLOBAL ORGANIZATION 122062 122062 1920967 1874131 46836 168544 -10 168534 215370 2195102 168544 105591 274135 1920967 0 1920967 1979732 105601 105601 1874131 0 1874131 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. GOLF TOURNAMENT 184320 100948 83372 740 23218 40695 37262 4545 AUCTION 326730 298995 27735 9000 35506 21012 6638 511050 399943 111107 740 23218 49695 72768 25557 6638 178616 -67509 1 FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON STREET VANCOUVER WA 98661 911707542 501(C)(3) 12500 DENTAL TREATMENT SUPPLIES AND DENTAL SUPPLIES. MEDICAL TEAMS INTERNATIONAL PO BOX 10 PORTLAND OR 97207 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) 10000 DENTAL SUPPLIES BOYS & GIRLS CLUB OF CORVALLIS 1112 NW CIRCLE BLVD CORVALLIS OR 97330 237153987 501(C)(3) 3000 DENTAL SUPPLIES AND EQUIPMENT THE DENTAL FOUNDATION OF OREGON PO BOX 2448 WILSONVILLE OR 97070 930818476 501(C)(3) 5000 DENTAL SUPPLIES AND VAN OPERATING EXPENSES 5 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, SIX 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 61390 PURCHASE OF VENUE RENTAL AND FOOD SERVICE 0 PARR LUMBER COMPANY COMPANY OF WHICH SPOUSE OF SIRI HAMILL, OFFICER OF RMHC, IS A KEY EMPLOYEE 26740 PURCHASE OF BUILDING MATERIALS 0 KPD INSURANCE COMPANY OF WHICH ELSIE JONES, TRUSTEE OF RMHC, IS A KEY EMPLOYEE 28966 PURCHASE OF INSURANCE 0 X 5 13391 X FOOD 524 26056 ESTIMATE PER MEAL X DONAT. BOXES 1 40688 DONOR EST.OF FMV X COMPUTER SERVER 1 2525 DONOR ESTIMATE OF FMV X KIA SEDONA VAN 1 3235 DONOR ESTIMATE OF FMV X CATERED FOOD & BEVERAGE 8 11455 DONOR ESTIMATE OF FMV X AWARDS/PRIZES 8 23668 DONOR EST. OF FMV X KITCHEN REMODEL 3 11990 DONOR ESTIMATE OF FMV X VARIOUS FURNISHINGS 5 7797 DONOR ESTIMATE OF FMV X SUPPLIES 8 4807 DONOR ESTIMATE OF FMV X MISC SUPPLIES 547 97849 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 STRATEGIC LEADERSHIP TEAM (SLT) 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 SLT 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 AN INDEPENDENT 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 THE CHAIR OF THE FINANCE COMMITTEE AND IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY AND FINANCE COMMITTEE. AFTER FILING, IT IS POSTED ON THE WEBSITE. 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, 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 2010. 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 REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION, 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 WEBSITE 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 GAINS ON INVESTMENTS: 168,544. DONATED SERVICES AND USE OF FACILITIES: -10. TOTAL TO FORM 990, PART XI, LINE 5: 168,534.