2011-02-14T17:55:14-06:00 2010-06-30 Gary McGee & Co LLP 808 SW Third Avenue Suite 700 Portland OR 97204 990 2009-07-01 930386780 Albertina Kerr Centers ALBE 5032398101 424 NE 22nd Avenue Portland OR 97232 Jerald A Hoffert 5032620179 2011-02-14 5032222515 2009 2016-02-24 21:20:13Z Christopher J Krenk 424 NE 22nd Avenue Portland OR 97232 38488575 0 X www.albertinakerr.org X 1907 OR Support people with developmental disabilities and mental health challenges. 22 21 1073 112 0 0 34333035 37118173 644078 1147942 4183 -182749 193483 219203 35174779 38302569 0 0 26311291 27538900 0 0 7818937 8750322 34130228 36289222 1044551 2013347 19026702 21976503 4823724 4664533 14202978 17311970 Kerr partners with families and the community to support people with developmental disabilities and mental health challenges to lead self-determined lives and realize their full potential.Vision:All children and adults with developmental disabilities and mental health challenges will thrive in nurturing homes and inclusive communities. 0 0 16183903 174169 Adult Group Homes and Community Inclusion:28 neighborhood group homes provided 24-hour care and support for 113 adults with developmental disabilities. We helped 112 people connect with their community through job and volunteer placements and community activities. Programs enable them to live rich and meaningful lives in their communities. 9627061 0 Youth Group Homes and Intensive Treatment Program:Provided care for 124 children with developmental disabilities and mental health challenges in 16 neighborhood group homes and one residential setting. Through 24-hour care, support, and life skills training, we provide them with the tools they need to live as independently as possible when they become adults. 7923351 973773 Kerr Youth and Families Services:Programs offer a wide range of intensive psychiatric services for children and support for their families, creating possibilities for a healthy, productive life for each child. Programs include a therapeutic preschool, a crisis psychiatric facility, outpatient services, community-based treatment, a family resource center, and foster care. We provided services for 998 children with mental health challenges and support for their families. 33734315 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 93 0 1073 1 0 0 0 0 0 0 0 0 0 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Jerald A Hoffert 5032620179 424 NE 22nd Avenue Portland OR 97232 Adamek Christopher F 1.00 X 0 0 0 Andersen David 1.00 X 0 0 0 Barnes Shelley 1.00 X 0 0 0 Bogen Douglas C 1.00 X 0 0 0 Combs Mariel 1.00 X 0 0 0 Cracchiolo Anthony 1.00 X 0 0 0 Hult Angela 1.00 X 0 0 0 Murphey Celia 1.00 X 0 0 0 Newmark Janice 1.00 X 0 0 0 Reinhart David 1.00 X 0 0 0 Rowland Margaret MD 1.00 X 0 0 0 Smith Rich 1.00 X 0 0 0 Streicher David JDCPA 1.00 X 0 0 0 Summers Serilda 1.00 X 0 0 0 Underhill Kathryn JD 1.00 X 0 0 0 Wandtke Karin CPA 1.00 X 0 0 0 Widmark David 1.00 X 0 0 0 MORRIS DOUGLAS D JD 1.00 X X 0 0 0 Cave Colin R MD 1.00 X X 0 0 0 Davis Larry MBA 1.00 X X 0 0 0 Lewis Priscilla RNMBA 1.00 X X 0 0 0 Cooke Roger JD 1.00 X X 0 0 0 Krenk Christopher J 40.00 X 194736 0 11993 Hoffert Jerald A 40.00 X 91060 0 8179 Rusch Craig D 40.00 X 112173 0 9293 397969 0 29465 2 0 1 0 Don Rutherford Construction 7645 SW 26th Ave Portland OR 97219 Construction/Repairs 617386 Grant T Godbey 30125 SW Old Well Road West Linn OR 97068 Medical services 264803 Valerie C Collins 3312 SE Crystal Springs Blvd Portland OR 97202 Medical services 118031 3 1044952 34660703 1412518 87566 37118173 Contract service fees 624100 1027631 1027631 Kerr Bikes Revenues 900099 120311 120311 1147942 3257 3257 100745 100745 100745 100745 186006 -186006 -186006 -186006 Other income 900099 118458 118458 118458 38302569 1147942 0 36454 312030 312030 21328436 20123209 1205227 180720 178108 2612 3155821 2946246 209575 2561893 2384504 177389 28114 25501 2613 44457 44457 14728 14728 33015 12520 20495 253234 6084 247150 407927 297504 110423 347861 309434 38427 2202882 2167048 35834 563487 556374 7113 104782 102893 1889 807329 794485 12844 131211 107738 23473 Foster and respite fees 1350501 1350501 Clinical & cont. labor 1107068 1085715 21353 Program supplies 1002850 1001765 1085 MIscellaneous 205739 132824 72915 Equipment 145137 137134 8003 36289222 33734315 2554907 0 957497 3876725 24993 2692491 1447121 280008 351424 15918518 6972634 8877554 8945884 124770 137679 6094382 7192677 19026702 21976503 2676600 2741270 18724 89517 1371128 1290354 100000 100000 657272 443392 4823724 4664533 X 7666503 13003026 4757024 2487918 1779451 1821026 14202978 17311970 19026702 21976503 X 0 1 1 X 0 X 28996331 30683152 30837762 34333035 37118173 161968453 28996331 30683152 30837762 34333035 37118173 161968453 4961274 157007179 13415 16833 18006 111580 104002 263836 166962 54130 118458 339550 162571839 3262004 0.96580 0.99740 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187 14728 14915 36274307 36289222 1000000 250000 0 0 1000000 1000000 2000000 3000000 22743 14915 37658 250000 250000 500000 750000 3681 187 3868 3016954 3687265 363147 -453600 6613766 3866216 74716 -640756 -283222 3016954 0.73000 0.27000 1 1 1 563678 563678 9235458 3687706 5547752 2530266 1271237 1259029 3367602 2013691 1353911 221514 221514 8945884 Beneficial interest in Albertina Kerr Centers Fdn 7192677 7192677 CAPITAL LEASE OBLIGATIONS 237144 FUNDS HELD ON BEHALF OF OTHERS 128286 LIABILITIES ASSOCIATED WITH GIFT ANNUITIES 74779 OTHER 3183 443392 38302569 36289222 2013347 9652 1085993 1095645 3108992 39891268 9652 493054 1085993 1588699 38302569 0 38302569 36782276 493054 493054 36289222 0 36289222 Part V, Line 4: Description of Intended Use of Endowment Funds: Albertina Kerr Center endowment funds are used to fund general operating needs. Part XI, Line 8 - Other Adjustments: Change in BENEFICIAL INTEREST IN ALBERTINA KERR CENTERS FOUNDATION: 1097875. CHANGE IN ACTUARIAL VALUE OF CHARITABLE GIFT ANNUITies: -12302. Net change in membership interest in Kerr Bikes, LLC: 420. Part XII, Line 2d - Other Adjustments: Net change in beneficial interest in Albertina Kerr Centers Foundation: 1097875. Net change in actuarial value of charitable gift annuities: -12302. Net change in membership interest in Kerr Bikes, LLC: 420. X X X X X X 0 0 0 0 0 0 0 1 0 Krenk Christopher J 168735 0 20000 0 6001 0 7280 0 4713 0 206729 0 0 0 Part I, Line 7 Per Christopher Krenk's employment agreement, the Executive Committee of the Board of Directors establishes, before September 30 of each contract year, certain performance goals. If Christopher Krenk achieves such goals, he will be paid a performance bonus of up to $20,000. Anderson Construction Owner D. Anderson is a member of the board of directors. 19049 Blg repairs 0 X 1002 market prices X 50058 market prices X 6 3369 Market Prices X 1 2500 Market Prices X Tickets, passes, gift certs 208 30637 Market Prices 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): the number listed in column B represents the number of contributions. Form 990, Part VI, Section B, line 11 The return is prepared by an independent CPA and is reviewed for completeness and accuracy by the organization's Chief Financial Officer. It is then reviewed by the operations committee of the board of directors for approval prior to filing. Form 990, Part VI, Section B, line 12c Upon acceptance to the board, members are required to complete a conflict of interest statement disclosing any relationships. In addition, a related party questionnaire is sent to each board member on an annual basis, requiring disclosure of any direct or indirect business transactions that they or any related party have with the organization. These questionnaires identify potential conflicts of interest which are then monitored and enforced when necessary. When voting actions occur in board meetings, any person known to have a conflict of interest is excused from the meeting until the vote is completed, and such excusals are documented in the minutes. Form 990, Part VI, Section B, line 15a The compensation of the organization's CEO was determined by the compensation's committee based on information gathered from compensation study of similar organizations. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Kerr Bikes LLC 424 NE 22nd Avenue Portland OR 97232 264135557 Bike rental business OR 155583 138271 N/A Albertina Kerr Centers Fdn 424 NE 22nd Avenue Portland OR 97232 931297104 Raise funds and manage investments OR 501(c)(3) 11 N/A The Foster Care Network Inc 424 NE 22nd Avenue Portland OR 97232 270007290 Recruit, support, train foster families OR 501(c)(3) 11 N/A 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0