2024-05-09T11:11:52-05:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 931297104 ALBERTINA KERR CENTERS FOUNDATION ALBE 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CHIEF EXECUTIVE OFFICER 5032398101 2024-05-09 ALLISON STARK 999009999 0 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLISON STARK 424 NE 22ND AVENUE PORTLAND OR 97232 224363 0 X N/A X 2000 OR TO PROVIDE SUPPORT FOR THE PROGRAMS AND ACTIVITIES OF ALBERTINA KERR CENTERS. 8 7 0 8 0 0 33229 53413 0 0 167932 170950 0 0 201161 224363 348039 377870 0 0 0 0 0 0 11443 20864 11443 368903 389313 -167742 -164950 9958789 10534819 303146 78255 9655643 10456564 THE FOUNDATION RAISES CONTRIBUTIONS AND GRANTS AND MANAGES INVESTMENTS ON BEHALF OF ALBERTINA KERR CENTERS, AN INDEPENDENT, SELF-GOVERNING, TAX-EXEMPT ORGANIZATION. 0 0 377870 377870 DURING THE FISCAL YEAR 2023, THE FOUNDATION MADE GRANTS OF $377,870 TO ALBERTINA KERR CENTERS.EVERY DAY ALBERTINA KERR HELPS CHILDREN, ADULTS AND FAMILIES IN OREGON WHO FACE MENTAL HEALTH CHALLENGES AND DEVELOPMENTAL DISABILITIES, EMPOWERING THEM TO LEAD FULLER, SELF-DETERMINED LIVES. PRIVATE DONATIONS AND COMMUNITY SUPPORT MAKE THIS VITAL WORK POSSIBLE. 377870 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X X KEVIN MCADAMS 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CEO (BEGINNING 7/2022) 1.00 40.00 X X 0 233079 4251 MARY ANN HERMAN INTERIM CEO (THROUGH 7/2022) 1.00 40.00 X X 0 150473 136 MARY LAGO CHAIR 1.00 X X 0 0 0 AARON CILEK TRUSTEE 1.00 X 0 0 0 PAUL LITWINCZUK TRUSTEE 1.00 X 0 0 0 MELISSA MAY TRUSTEE 1.00 X 0 0 0 KEITH MEYERS TRUSTEE 1.00 X 0 0 0 CRAIG PAYNE TRUSTEE 1.00 X 0 0 0 SARAH ROBINSON TRUSTEE 1.00 X 0 0 0 JEFF CARR FORMER CEO (THROUGH 9/2021) 0.00 0.00 X 0 294000 0 0 677552 4387 0 1 1 0 0 53413 3015 53413 170950 170950 224363 0 0 170950 377870 377870 OTHER 11443 11443 389313 377870 0 11443 263178 39082 265888 207904 207904 0 0 9168975 10227327 260748 268410 9958789 10534819 303146 78255 303146 78255 X 6574865 7062302 3080778 3394262 9655643 10456564 9958789 10534819 X -164950 862773 103098 X 0 1 X 1 0 X X 1 ALBERTINA KERR CENTERS 930386780 7 1 377870 0 1 377870 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9594365 49603 1136957 377870 10403055 11343858 22000 -1423454 348039 9594365 9443127 13407 2222243 334919 11343858 9300983 183432 299950 341238 9443127 8898707 264351 468863 330938 9300983 0.67229 0.32771 1 0 136996 136996 0 18776 18776 0 52132 52132 0 0 PART V, LINE 4: THE FOUNDATION HOLDS THREE ENDOWMENT FUNDS. ONE IS A GENERAL ENDOWMENT, WHICH IS USED ALONG WITH THE QUASI-ENDOWMENT TO PROVIDE UNRESTRICTED FUNDING TO ALBERTINA KERR CENTERS ON AN ANNUAL BASIS. THE SECOND IS A RESTRICTED ENDOWMENT THAT IS USED TO FUND CHILDREN'S PROGRAMS AT KERR. THE THIRD IS A RESTRICTED ENDOWMENT TO FUND THE ONGOING MAINTENANCE NEEDS OF THE OLD KERR NURSERY, A KERR-OWNED BUILDING ON THE NATIONAL HISTORIC REGISTRY, THAT IS USED FOR ADMINISTRATION. 1 ALBERTINA KERR CENTERS 424 SE 22ND AVENUE PORTLAND OR 97232 930386780 501(C)(3) 377870 0 OPERATING SUPPORT 1 PART I, LINE 2: THE FOUNDATION PROVIDES GRANTS TO ALBERTINA KERR CENTERS. ALBERTINA KERR CENTERS PROVIDES SERVICES TO CHILDREN WITH MENTAL HEALTH CHALLENGES AND PEOPLE WITH DEVELOPMENTAL DISABILITIES. ALL OF THE ORGANIZATION'S SERVICES ARE PROVIDED EXCLUSIVELY IN OREGON. IN FISCAL YEAR 2023, GRANTS TO ALBERTINA KERR CENTERS, WERE LIMITED TO THE APPROPRIATION OF ENDOWMENT EARNINGS, WHICH WAS APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES. THE CEO AND CFO OF ALBETINA KERR CENTERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. 1 0 0 0 0 0 0 0 0 JEFF CARR FORMER CEO (THROUGH 9/2021) 0 0 0 0 0 294000 0 0 0 0 0 294000 0 0 ALLISON STARK CEO (BEGINNING 7/2022) 0 183079 0 50000 0 0 0 2385 0 1866 0 237330 0 0 MARY ANN HERMAN INTERIM CEO (THROUGH 7/2022) 0 150473 0 0 0 0 0 0 0 136 0 150609 0 0 PART I, LINE 4A JEFF CARR, $294,000 IN SEVERANCE PAYMENT FROM RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ONCE OUR INDEPENDENT CPA FIRM PREPARES THE DRAFT 990 RETURN, IT IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. IT IS THEN REVIEWED BY THE FINANCE, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF ALBERTINA KERR CENTERS FOR APPROVAL AND DISTRIBUTION TO THE FULL BOARDS OF BOTH ALBERTINA KERR CENTERS AND ALBERTINA KERR CENTERS FOUNDATION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A RELATED PARTY QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER ON AN ANNUAL BASIS, WHICH REQUIRES THEM TO DISCLOSE ANY DIRECT OR INDIRECT INTERESTS IN BUSINESS TRANSACTIONS THAT THEY OR ANY RELATED PARTY HAVE WITH THE ORGANIZATION. THESE IDENTIFY POTENTIAL CONFLICTS OF INTEREST WHICH ARE THEN MONITORED AND ENFORCED WHEN NECESSARY. WHEN VOTING ACTIONS OCCUR IN BOARD MEETINGS, ANY PERSONS KNOWN TO HAVE A CONFLICT OF INTEREST IS EXCUSED FROM THE MEETING UNTIL THE VOTE IS COMPLETED AND SUCH EXCUSALS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN THE CARRYING VALUE OF RECEIVABLE FROM CHARITABLE TRUSTS 91,035. NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY THE OCF 12,063. ALBERTINA KERR CENTERS 424 NE 22ND AVENUE PORTLAND OR 97232 930386780 SOCIAL SERVICES OR 501(C)(3) 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0