2024-11-14T14:30:20-06:00 2023-12-31 943108253 NOVOGRADAC & COMPANY LLP 601 SW 2ND AVE SUITE 1150 PORTLAND OR 97204 990 2023-01-01 931294230 COMPASS HOUSE INC COMP 5419732840 37 N IVY STREET MEDFORD OR 97501 ANNA WAYMAN EXECUTIVE DIRECTOR 5419732840 2024-11-14 1 0 WARREN SEBRA P01300062 5038212700 2023 2024-10-15 13:58:12Z ANNA WAYMAN 37 N IVY STREET MEDFORD OR 97501 609688 0 X WWW.SOCOMPASSHOUSE.ORG X 2000 OR SEE SCHEDULE O 6 6 7 12 0 0 999675 596779 29574 8297 0 4612 534 -2059 1029783 607629 0 0 0 0 307604 421393 0 0 136 158700 189924 466304 611317 563479 -3688 1840264 1836333 239386 229702 1600878 1606631 X A COMMUNITY REBUILDING LIVES AND HOPE THROUGH PURPOSEFUL OPPORTUNITIES FOR ADULTS LIVING WITH A MENTAL ILLNESS. 0 0 229254 274362 0 MEMBER SERVICES/EMPLOYMENT & EDUCATION: MEMBER SERVICES IS THE STARTING POINT FOR NEW MEMBERS WHO COMPLETE AN ORIENTATION PROCESS THAT HELPS THEM UNDERSTAND WHAT COMPASS HOUSE IS, WHAT WE OFFER, AND HOW WE CAN HELP THEM. MEMBERS ARE LEARNING TO MAKE OUTBOUND CALLS, USE CANVA TO CREATE AND SEND MISS YOU AND BIRTHDAY CARDS AND DESIGN WEEKLY FLYERS. THEY LEARN PUBLISHER TO CREATE OUR MONTHLY NEWSLETTERS. RECEIVING CALLS, LETTERS AND NEWSLETTERS IS A LIFELINE OF CONNECTION FOR SOME OF OUR MEMBERS. EMPLOYMENT & EDUCATION ASSISTS MEMBERS IN DEFINING WORK, LIFE, AND RECOVERY GOALS, THEY CREATE A PLAN TO ACHIEVE THESE GOALS. THIS PLAN CONNECTS CLUBHOUSE TASKS (ENTERING ATTENDANCE, ASSISTING MEMBER BANK, RUNNING THE THRIFT STORE, CLEANING RESTROOMS, ETC.) WITH SKILLS THEY IDENTIFIED AS LACKING (DATA ENTRY, CASH HANDLING, CUSTOMER SERVICE, CASH REGISTER, JANITORIAL, BUDGETING), SO THEY CAN LEARN OR IMPROVE THEM TO INCREASE EMPLOYABILITY. MEMBERS ACQUIRE SKILLS IN RESUME WRITING, INTERVIEWING AND JOB SEARCH TOOLS AND STRATEGIES, ONLINE APPLICATION TECHNIQUES, 190113 181261 6480 CULINARY/WELLNESS UNIT: CULINARY PROVIDES OPPORTUNITIES TO LEARN LIFE, WORK, AND HOME TRANSFERRABLE SKILLS IN A REAL-WORLD RESTAURANT ENVIRONMENT BY PREPARING HEALTHY MEALS FOR CLUBHOUSE LUNCH AND BREAKFAST. MEMBERS LEARN BASIC COOKING SKILLS, BUDGETING, USING INVENTORY TO RESEARCH RECIPES AND CREATE MENUS, WRITE A SHOPPING LIST, KNIFE SKILLS, AMONG OTHERS. WELLNESS UNIT OBJECTIVE IS TO PROVIDE AN INCLUSIVE RANGE OF ACTIVITIES THAT ENCOURAGE MEMBER INVOLVEMENT AND MOVEMENT. OUR HOLISTIC APPROACH TO MENTAL HEALTH INCLUDES WELLNESS, AS WE BELIEVE HEALTHY MEMBERS ARE BETTER EQUIPPED TO HANDLE THE STRESS AND CHALLENGES OF WORK AND HOME LIFE. THIS UNIT INCLUDES FARM-TO-TABLE GARDENING AT OUR BEDS AT HANLEY FARM, HIKES AND WALKS, TAI CHI, MEDITATION, AND WELLNESS-RELATED WORKSHOPS SUCH AS ON NUTRITION, MANAGING DIABETES, ETC. 84 MEMBERS ROUTINELY WORK IN THIS UNIT. 139789 133280 454 BUSINESS/DEVELOPMENT UNIT: THE UNIT FOCUSES ON SIDE-BY-SIDE WORK WITH MEMBERS IN THE OPERATION OF THE CLUBHOUSE. THIS UNIT FOCUSES ON DATA REPORTING, FINANCES, DONOR RECOGNITION, RECEPTIONIST DUTIES, GRANT WRITING, AND GRANT TRACKING. BY VOLUNTEERING FOR TASKS, MEMBERS LEARN EMPLOYABLE TRANSFERABLE SKILLS THAT ARE IN HIGH DEMAND IN AN OFFICE/CLERICAL SETTING. 63 MEMBERS ROUTINELY WORK IN THIS UNIT AND ARE LEARNING, OR IMPROVING, A VARIETY OF SKILLS INCLUDING; DATA ENTRY, BOOKKEEPING, BUDGETING, BILL PAYING, RECEPTIONIST, GRANT WRITING, PROOFREADING, FINANCIAL ANALYSIS, AMONG OTHERS. COMPASS HOUSE (CH) IS A WELCOMING, DIVERSIFIED, INCLUSIVE COMMUNITY WHERE ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS ARE EMPOWERED TO PARTICIPATE IN THEIR RECOVERY PROCESS. WE ARE ACCREDITED BY CLUBHOUSE INTERNATIONAL (CI) AND IN ALIGNMENT WITH THEIR 75-YEAR EVIDENCE-BASED MODEL APPROVED BY SAMHSA. CH IS A GROUP OF COMMITTED, COMPASSIONATE ADVOCATES FOR ADULTS LIVING WITH MENTAL HEALTH CONDITIONS. EVERYTHING WE DO IN THE CLUBHOUSE IS DESIGNED TO HELP MEMBERS CREATE POSITIVE CHANGES THAT IMPROVE THEIR LIFE, WORK, AND HEALTH. THE CLUBHOUSE MODEL IS BASED ON THE CI MODEL OF RECOVERY WHICH HAS FOUND THAT PURPOSEFUL WORK IS THE KEY TO SELF-RECOVERY. THIS MODEL FOCUSES ON MEMBERS WORKING SIDE-BY-SIDE, WITH EACH OTHER AND WITH STAFF, AS COLLEAGUES TO BUILD SKILLS, CONFIDENCE, SELF-ESTEEM, AND SUPPORTIVE RELATIONSHIPS, WHILE ENGAGED IN THE DAY-TO-DAY OPERATIONS. GOVERNANCE IS BY CONSENSUS, AND PARTICIPATION BRINGS ACCESS TO EMPLOYMENT, EDUCATION, HOUSING, FINANCIAL LITERACY, SOCIAL PRACTICE, AND WELLNESS, THROUGH TASKS, WORKSHOPS, AND ACTIVITIES, TO IMPROVE EMOTIONAL, PHYSICAL, AND MENTAL HEALTH. WE PARTNER WITH MANY LOCAL AGENCIES AND PROVIDE WRAPAROUND SERVICES SO MEMBERS HAVE ACCESS TO ALL AVAILABLE RESOURCES. 559156 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EXECUTIVE DIRECTOR 5419732841 37 N IVY ST MEDFORD OR 97501 ANNA WAYMAN EXECUTIVE DIRECTOR 40.00 X 67872 0 0 DALE VERGER SECRETARY 1.00 X X 0 0 0 ALICIA WILSON PRESIDENT 2.00 X X 0 0 0 ASHLAND WARSTEANE VICE PRESIDENT 2.00 X X 0 0 0 ELIZABETH HAZLEWOOD BOARD MEMEBER 1.00 X 0 0 0 LINDA EPPLER BOARD MEMEBER 1.00 X 0 0 0 MIGUEL PARTIDA-HAABY BOARD MEMEBER 1.00 X 0 0 0 67872 0 0 0 0 0 0 0 50987 545792 2059 596779 PROGRAM REVENUE 900099 6951 6951 SPECIAL EVENTS 900099 1346 1346 8297 4612 4612 2059 -2059 -2059 607629 10850 0 0 67872 57691 10181 259935 218091 41844 62248 62248 31338 31338 2000 2000 4537 4537 136 136 44126 44126 12218 12218 40225 40225 620 620 58477 58477 15281 15281 CAFE & KITCHEN 12304 12304 611317 559156 52025 136 84616 51632 324366 320968 6459 0 380 168 1717295 253730 1424443 1463565 1840264 1836333 0 484 229991 221137 9395 8081 239386 229702 X 1014235 1437924 586643 168707 1600878 1606631 1840264 1836333 -3688 9441 0 X 0 0 0 X 757375 511053 688950 999675 594720 3551773 757375 511053 688950 999675 594720 3551773 3551773 3551773 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85000 85000 1474759 120497 1354262 103336 79033 24303 54200 54200 0 1463565 AFLAC 67 FEDERAL WITHHOLDING 44 PTO PAYABLE 7970 8081 FORM 990, PART I, LINE 1 A COMMUNITY REBUILDING LIVES AND HOPE THROUGH PURPOSEFUL OPPORTUNITIES FOR ADULTS LIVING WITH MENTAL ILLNESS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FEDERAL FORM 990 WAS PROVIDED TO EACH BOARD MEMBER. SUBSEQUENTLY THE BOARD HELD A MEETING AND APPROVED THE FEDERAL FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY AND THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST YEARLY BY THE BOARD AND TRUSTEES ARE ASKED IF THEY KNOW OF ANY POSSIBLE CONFLICTS IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 ALL STAFF RECEIVE FEDERAL COST OF LIVING INCREASES IN JANUARY. STAFF ARE ALSO AWARDED ANNUAL MERIT INCREASES BASED ON THEIR PERFORMANCE REVIEW. THE EXECUTIVE DIRECTOR REVIEWS EQUIVALENT POSITIONS WITHIN THE LOCAL MENTAL HEALTH FIELD TO ENSURE STAFF SALARIES ARE COMPETITIVE AND COMPARABLE. THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION ARE REVIEWED BY THE BOARD ANNUALLY. COMPASS HOUSE MEETS THE SALARY STANDARD THAT SAYS 'FOR ORGANIZATIONS WITH BUDGETS UNDER $1 MILLION, THE EXECUTIVE DIRECTOR'S SALARY IS USUALLY AROUND 10% OF THE BUDGET'. THESE PRACTICES ENSURE WE ARE COMPETITIVE, COMPARABLE, AND GOOD STEWARDS OF GRANT, GOVERNMENT, AND CONTRIBUTED, MONIES. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC HAS ACCESS TO RECORDS, FINANCIAL STATEMENTS, AND 990 UPON REQUEST OF DIRECTOR.