2024-05-03T12:53:32-05:00 2023-07-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-08-01 237361814 JESUIT VOLUNTEER CORPS NORTHWEST JESU 5033358202 2780 SE HARRISON STREET MILWAUKIE OR 97222 GREG CARPINELLO EXECUTIVE DIRECTOR 5033358202 2024-05-03 1 GREG CARPINELLO 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG CARPINELLO 2780 SE HARRISON STREET MILWAUKIE OR 97222 4365150 0 X WWW.JVCNORTHWEST.ORG X 1956 OR SEE SCHEDULE O JESUIT VOLUNTEER CORPS (JVC) NORTHWEST RESPONDS TO LOCAL COMMUNITY NEEDS IN THE PACIFIC NORTHWEST BY PLACING VOLUNTEERS WHO PROVIDE VALUE-CENTERED SERVICE GROUNDED IN THE JESUIT CATHOLIC TRADITION. JVC NORTHWEST STRIVES TO LIVE OUT THE FOUR VALUES OF COMMUNITY, SIMPLE LIVING, SOCIAL AND ECOLOGICAL JUSTICE, AND SPIRITUALITY/REFLECTION. 12 12 218 200 0 0 2318708 2170779 2419511 2137313 10761 18520 18757 18944 4767737 4345556 1924453 1706595 0 0 1523168 1439417 12000 23998 232018 1078652 1070044 4538273 4240054 229464 105502 4255779 4305293 538171 433739 3717608 3871554 X JESUIT VOLUNTEER CORPS (JVC) NORTHWEST RESPONDS TO LOCAL COMMUNITY NEEDS IN THE PACIFIC NORTHWEST BY PLACING VOLUNTEERS WHO PROVIDE VALUE-CENTERED SERVICE GROUNDED IN THE JESUIT CATHOLIC TRADITION. 0 0 3626255 1706595 2137313 SINCE ITS BEGINNINGS IN 1956, OVER 7,700 INDIVIDUALS HAVE VOLUNTEERED FOR AT LEAST ONE YEAR OF FULL-TIME SERVICE AS JESUIT VOLUNTEERS THROUGH JESUIT VOLUNTEER CORPS (JVC) NORTHWEST IN OREGON, WASHINGTON, ALASKA, IDAHO, AND MONTANA.SINCE 2010, JVC NORTHWEST HAS BEEN A GRANTEE OF THE NATIONAL DIRECT AMERICORPS PROGRAM OF THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE, ENABLING MOST OF THE ORGANIZATION'S JESUIT VOLUNTEERS TO ALSO BE AMERICORPS MEMBERS. THE GRANT HAS MADE IT POSSIBLE FOR JVC NORTHWEST TO GO WHERE THE NEED IS GREATEST AND PROVIDE QUALITY SERVICE TO OUR PARTNER AGENCIES AND THEIR CLIENTS. CONTINUED ON SCHEDULE O.IN 2022-2023, 92 JESUIT VOLUNTEERS (OF WHOM 90 ARE ALSO AMERICORPS MEMBERS) COMMITTED THEIR LIVES TO SERVE FULL-TIME IN SOCIAL SERVICE, HEALTH, AND ENVIRONMENTAL PROGRAMS, SCHOOLS, AND CHANGE-AGENT ORGANIZATIONS. THEY RESIDE IN COMMUNITIES OF FOUR TO EIGHT JESUIT VOLUNTEERS AND STRIVE TO LIVE OUT THE VALUES OF COMMUNITY, SIMPLE LIVING, SOCIAL AND ECOLOGICAL JUSTICE, AND SPIRITUALITY. TO DATE, OVER 7,700 JESUIT VOLUNTEERS HAVE SERVED THROUGH JVC NORTHWEST.IN JANUARY OF 2012, JVC NORTHWEST LAUNCHED THE JESUIT VOLUNTEER ENCORPS (JV ENCORPS) PROGRAM IN PORTLAND, OREGON. JV ENCORPS (JVE) IS A PROGRAM ENGAGING PEOPLE AGES 50 AND OLDER IN A TRANSFORMING EXPERIENCE OF PART-TIME VOLUNTEER SERVICE, COMMUNITY-BUILDING, AND SPIRITUAL GROWTH.DURING THE 2022-2023 PROGRAM YEAR, A TOTAL OF 91 JVE'S CONVENED IN SEVEN DIFFERENT GROUPS, AS FOLLOWS: PORTLAND (TWO GROUPS) AND BEND, OREGON; SEATTLE, TACOMA, SPOKANE, AND VANCOUVER, WASHINGTON. 3626255 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 218 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X DAVID HOLCOMB 5033358202 2780 SE HARRISON STREET MILWAUKIE OR 97222 STEPHANIE RAGLAND CHAIR 1.50 X X 0 0 0 JOAN DUFFELL VICE CHAIR 1.00 X X 0 0 0 MATTHEW MASINI TREASURER 1.00 X X 0 0 0 JULIE BROWN SECRETARY 1.00 X X 0 0 0 JAMES ANTONIO SJ BOARD MEMBER 1.00 X 0 0 0 ANDREW ASATO BOARD MEMBER 1.00 X 0 0 0 JOHN GUYOL SJ BOARD MEMBER 1.00 X 0 0 0 LAUREN MADRID BOARD MEMBER 1.00 X 0 0 0 BILL MCCORMICK BOARD MEMBER 1.00 X 0 0 0 KATIE MCLAUGHLIN BOARD MEMBER 1.00 X 0 0 0 MARY RANSOM BOARD MEMBER 1.00 X 0 0 0 JOCELYN SIDECO BOARD MEMBER 1.00 X 0 0 0 GREG CARPINELLO EXECUTIVE DIRECTOR 43.00 X 141374 0 15779 DAVID HOLCOMB DIR. OF FINANCE & OPERATIONS 41.00 X 84680 0 13106 226054 0 28885 1 0 1 0 0 97641 1655307 417831 2170779 PLACEMENT FEES 900099 1526623 1526623 COMMUNITY FEES 900099 610690 610690 2137313 18520 18520 25532 0 25532 25532 25532 7700 97641 19594 -11894 -11894 3440 0 3440 3440 OTHER INCOME 900099 1866 1866 1866 4345556 2137313 0 37464 1706595 1706595 273960 59596 192770 21594 940305 765989 80597 93719 31399 26278 1890 3231 86706 68345 9335 9026 107047 67854 30068 9125 22186 14676 6480 1030 23998 23998 65690 60431 4190 1069 45954 26773 1022 18159 36131 26739 1999 7393 17264 13052 2821 1391 358991 354936 2785 1270 52210 52210 18091 18091 126523 110671 10786 5066 40938 30698 6901 3339 TRAINING 190296 179217 1237 9842 EQUIP. LEASE/MAINT. 57602 33144 7775 16683 OTHER EXPENSES 38168 29051 3034 6083 4240054 3626255 381781 232018 607 149190 286945 249944 297292 182782 5458 28080 116586 178977 3575158 1063659 2629335 2511499 742469 795653 177087 209168 4255779 4305293 135158 118633 17000 403013 298106 538171 433739 X 3402775 3583337 314833 288217 3717608 3871554 4255779 4305293 X 105502 36363 12081 X 0 1 X 1 1 1 X 2168506 2027382 2185435 2318708 2170779 10870810 2168506 2027382 2185435 2318708 2170779 10870810 10870810 35045 36714 34590 34061 44052 184462 15902 13199 6557 5787 1866 43311 11098583 10984348 0.97950 0.98010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 15,902. 2019 AMOUNT: $ 13,199. 2020 AMOUNT: $ 6,557. 2021 AMOUNT: $ 5,787. 2022 AMOUNT: $ 1,866. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4008036 4008036 350402 87601 0 0 359021 342773 362964 350402 1415160 2122740 89755 85693 90741 87601 353790 530685 215205 10931 12081 238217 180217 58118 -23130 215205 126573 20000 33644 180217 105038 12230 9305 126573 64855 35088 5095 105038 1.00000 1 0 838405 838405 2632372 978250 1654122 55250 39661 15589 49131 45748 3383 2511499 4394000 36363 12081 48444 4345556 0 4345556 4240054 0 4240054 0 4240054 PART V, LINE 4: INVESTMENT RETURN ON THE ENDOWMENT IS UNRESTRICTED AS TO PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OREGON COMM. FOUNDATION 12,081. X X X X X X X 1 KAMLA HURST 3000 NE 31ST STREET PORTLAND OR 97212 GRANT WRITER 0 0 12000 0 KIND AND COMPANY 4625 NE 178TH STREET LAKE FOREST PARK WA 98155 FUNDRAISING ACTIVITIES 0 0 9998 0 21998 OR SEATTLE BENEFIT 105341 97641 7700 78 429 15362 3518 207 105341 97641 7700 78 429 15362 3518 207 19594 -11894 1 JV/AMERICORPS MEMBERS STIPENDS AND SUPPORT 90 1706595 PART I, LINE 2: JVC NORTHWEST MAKES GRANTS TO JESUIT VOLUNTEERS WHO ARE AMERICORPS MEMBERS AND THOSE WHO ARE NOT AMERICORPS MEMBERS (JV/AMERICORPS MEMBERS) IN THE FORM OF STIPENDS, WHICH ARE USED BY THE JV/AMERICORPS MEMBERS TO PAY FOR BASIC LIVING EXPENSES DURING THEIR YEAR OF SERVICE. JVC NORTHWEST KEEPS APPROPRIATE RECORDS TO SHOW (1) THE NAME AND ADDRESS OF THE JV/AMERICORPS MEMBER; (2) THE AMOUNT DISTRIBUTED TO EACH JV/AMERICORPS MEMBER; (3) THE MANNER IN WHICH THE JV/AMERICORPS MEMBER WAS SELECTED FOR SERVICE; (4) THE JV/AMERICORPS MEMBER'S SERVICE LOCATION AND SERVICE PURPOSE; (5) A CODE OF CONDUCT; AND (6) A PLACEMENT AGREEMENT/CONTRACT AMONG THE JV/AMERICORPS MEMBER, THE PARTNER AGENCY, AND JVC NORTHWEST. EACH JV/AMERICORPS MEMBER IS REGULARLY MONITORED BY LOCAL AND REGIONAL SUPERVISORS. IN ADDITION, AMERICORPS MEMBERS (1) RECEIVE BI-ANNUAL WRITTEN EVALUATIONS AND (2) COMPLETE MONTHLY TIMESHEETS. THESE MEASURES ARE IN PLACE TO ENSURE THAT THE JV/AMERICORPS MEMBER IS WORKING IN FURTHERANCE OF THE EXEMPT PURPOSE THROUGHOUT HIS OR HER YEAR OF SERVICE. X X X 0 0 0 0 0 0 0 0 0 GREG CARPINELLO EXECUTIVE DIRECTOR 138874 0 2500 0 0 0 6141 0 9638 0 157153 0 0 0 PART I, LINE 3 THE NOMINATING/PERSONNEL COMMITTEE UTILIZES COMPARABILITY DATA FOR CHIEF EXECUTIVE OFFICERS/EXECUTIVE DIRECTORS IN THE PORTLAND MARKET AS ANALYZED AND PREPARED BY A HUMAN RESOURCES EXPERT. THE NOMINATING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. ALL DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN BOARD AND COMMITTEE MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE & OPERATIONS REVIEW THE FORM 990 AS PREPARED BY AN OUTSIDE ACCOUNTANT PRIOR TO REVIEW BY THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND OREGON CT-12 AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR APPROVAL OF THE FINAL SUBMISSION TO THE IRS AND THE STATE OF OREGON. A COPY IS SENT TO ALL DIRECTORS BEFORE FILING WITH THE IRS AND THE STATE OF OREGON. FORM 990, PART VI, SECTION B, LINE 12C UPON OR BEFORE ELECTION, HIRING, OR APPOINTMENT, DIRECTORS, OFFICERS, AND EMPLOYEES WILL MAKE A FULL, WRITTEN DISCLOSURE OF INTERESTS, RELATIONSHIPS, AND HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. THIS CONFLICT OF INTEREST DISCLOSURE FORM WILL BE KEPT ON FILE, AND DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO UPDATE IT AS NECESSARY, AT LEAST ONCE EACH YEAR. THE PURPOSE OF THIS POLICY IS TO PROTECT THE INTEGRITY OF JVC NORTHWEST'S DECISION-MAKING PROCESS, TO ENABLE OUR CONSTITUENCIES TO HAVE CONFIDENCE IN OUR INTEGRITY, AND TO PROTECT THE INTEGRITY AND REPUTATIONS OF VOLUNTEERS, STAFF, AND BOARD MEMBERS. IN THE COURSE OF MEETINGS OR ACTIVITIES, DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE THEY THEMSELVES, THEIR FAMILY AND/OR SIGNIFICANT OTHER, THEIR EMPLOYER, OR A CLOSE ASSOCIATE WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, THE DIRECTOR, OFFICER OR EMPLOYEE IS REQUIRED TO RECUSE THEMSELVES FROM THE DISCUSSION AND WILL NOT BE PERMITTED TO VOTE ON THE ISSUE. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO JVC NORTHWEST. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF JVC NORTHWEST AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE NOMINATING/PERSONNEL COMMITTEE UTILIZES COMPARABILITY DATA FOR CHIEF EXECUTIVE OFFICERS/EXECUTIVE DIRECTORS IN THE PORTLAND MARKET AS ANALYZED AND PREPARED BY A HUMAN RESOURCES EXPERT. THE NOMINATING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. ALL DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN BOARD AND COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OREGON COMMUNITY FOUND. 12,081.