2024-04-24T16:04:11-05:00 2023-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-07-01 272151955 ELEVATE OREGON ELEV 5034777644 12215 NE MARX ST PORTLAND OR 972301073 DONELL MORGAN EXECUTIVE DIRECTOR 5034777644 2024-04-15 1 DONELL MORGAN 999009999 0 LEAH D DIGREGORIO P00362194 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONELL MORGAN 12215 NE MARX ST PORTLAND OR 972301073 1908059 0 X WWW.ELEVATEOREGON.ORG X 2010 OR ELEVATING POTENTIAL, BUILDING SUSTAINED RELATIONSHIPS WITH URBAN YOUTH, AND CHARTING PATHS TO BRIGHTER FUTURES. 12 12 23 25 0 0 1781733 1614973 271936 270446 5821 13665 -13521 -7913 2045969 1891171 90000 61000 0 0 1033339 1291580 0 0 208326 217952 325067 1341291 1677647 704678 213524 2168329 2391825 21739 17852 2146590 2373973 ELEVATING POTENTIAL, BUILDING SUSTAINED RELATIONSHIPS WITH URBAN YOUTH, AND CHARTING PATHS TO BRIGHTER FUTURES. 0 0 1155200 61000 270446 DEVELOPING LIFE-CHANGING RELATIONSHIPS WITH ECONOMICALLY DISADVANTAGED AND AT-RISK YOUTH BY TEACHING CHARACTER, LEADERSHIP AND LIFE SKILLS FOR SUCCESS AND OFFERING ACTIVITIES THAT DEVELOP LEADERSHIP AND TEAMWORK. 1155200 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 23 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 1 0 OR X ANGELA TAYLOR 5034777644 12215 NE MARX ST PORTLAND OR 97230 JORDAN BADER BOARD PRESIDENT 2.00 X X 0 0 0 NATHAN MORONEY DIRECTOR 1.00 X 0 0 0 SARAH RAYMOND DIRECTOR 1.00 X 0 0 0 SEAN GABRIO DIRECTOR 1.00 X 0 0 0 TAAJ ARMSTRONG DIRECTOR 1.00 X 0 0 0 MICHAEL WALKER DIRECTOR 1.00 X 0 0 0 BILLY LADD BOARD SECRETARY 2.00 X X 0 0 0 WAYDE ELLIOTT DIRECTOR 1.00 X 0 0 0 ALI MIGAKI GOVERNANCE COMMITTEE 2.00 X X 0 0 0 KARA ADAMS DIRECTOR 1.00 X 0 0 0 EVA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 ALEXIS BRALY JAMES DEVELOPMENT COMMITTEE 2.00 X X 0 0 0 ROBERT JOHNSON FINANCE COMMITTEE 2.00 X X 0 0 0 DONELL MORGAN EXECUTIVE DIRECTOR 40.00 X 124150 0 13270 124150 0 13270 1 0 0 0 0 92896 549692 972385 1614973 FEE FOR SERVICE 611110 270446 270446 270446 14426 14426 761 -761 -761 -761 0 92896 16127 -16127 -16127 OTHER REVENUE 900099 8214 8214 8214 1891171 270446 0 5752 61000 61000 145740 71048 42265 32427 909183 679396 146002 83785 8451 3748 2162 2541 139071 103623 25130 10318 89135 64292 15334 9509 2037 2037 7585 3816 1608 2161 51713 34467 14403 2843 20686 3560 17061 65 34014 25026 7845 1143 2 2 OTHER 60729 31919 23884 4926 ALLOCATION OF INDIRECT 56763 38834 10429 7500 BAD DEBT EXPENSE 50887 50887 STUDENT INCENTIVES 15657 15657 24994 18814 5959 221 1677647 1155200 314121 208326 211276 244083 1100075 1613142 615993 281150 27043 27036 111012 111012 0 0 213942 226414 2168329 2391825 21739 17852 21739 17852 X 1922310 1986529 224280 387444 2146590 2373973 2168329 2391825 213524 13859 0 X 0 0 0 X 676944 1232820 1359721 1781733 1614973 6666191 676944 1232820 1359721 1781733 1614973 6666191 843532 5822659 1310 1234 995 1490 14426 19455 805 14681 630 1858 8214 26188 6711834 226605 0.86750 0.87240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213942 14509 2037 226414 226550 -10745 1863 213942 171710 64291 7624 1827 226550 186906 1082 14647 1631 171710 175875 12558 1527 186906 1 0 111012 111012 0 0 OCF ENDOWMENT 226414 F 226414 PART V, LINE 4: INTENDED USE OF THE ENDOWMENT FUND INCOME IS PROGRAM OPERATIONS. ELEVATING OUR FUTURE 92896 92896 16127 92896 92896 16127 16127 -16127 1 NIKEINC ONE SW BOWERMAN DR BEAVERTON OR 97005 930584541 25000 0 TAKING OWNERSHIP PDX NIKEINC ONE SW BOWERMAN DR BEAVERTON OR 97005 930584541 15000 0 NORTH STARZ BASKETBALL MARIE LAMFROM FOUNDATION 29030 SW TOWN CENTER LOOP EAST SUITE 202-436 WILSONVILLE OR 97070 931254171 21000 0 HURD MENTALITY 2 PART I, LINE 2: POST AWARD PROCEDURES: AFTER AN AWARD HAS BEEN MADE, THE FOLLOWING STEPS SHALL BE TAKEN: -VERIFY THE SPECIFICATIONS OF THE GRANT OR CONTRACT. THE [FISCAL DEPARTMENT] SHALL REVIEW THE TERMS, TIME PERIODS, AWARD AMOUNTS AND EXPECTED EXPENDITURES ASSOCIATED WITH THE AWARD. ALL REPORTING REQUIREMENTS UNDER THE CONTRACT OR AWARD SHALL BE SUMMARIZED. -CREATE NEW GENERAL LEDGER ACCOUNT NUMBERS. NEW ACCOUNTS SHALL BE ESTABLISHED FOR THE RECEIPT AND EXPENDITURE CATEGORIES IN LINE WITH THE GRANT OR CONTRACT BUDGET. -GATHER DOCUMENTATION. A FILE IS ESTABLISHED FOR EACH GRANT OR CONTRACT. THE FILE CONTAINS THE PROPOSAL, ALL CORRESPONDENCE REGARDING THE GRANT OR CONTRACT, THE FINAL SIGNED AWARD DOCUMENT AND ALL REPORTS SUBMITTED TO THE FUNDING SOURCES. BILLING AND FINANICAL REPORTING: ELEVATE OREGON STRIVES TO PROVIDE MANAGEMENT, STAFF AND FUNDING SOURCES WITH TIMELY AND ACCURATE FINANCIAL REPORTS APPLICABLE TO THE GRANT AND CONTRACT AWARDS. THESE REPORTS INCLUDE EITHER A MONTHLY OR QUARTLY REQUEST WITH CUMULATIVE EXPENDITURES. ELEVATE OREGON SHALL PREPARE AND SUBMIT FINANCIAL REPORTS AS SPECIFIED BY THE FINANCIAL REPORTING CLAUSE OF EACH GRANT OR CONTRACT AWARD DOCUMENT. THE FOLLOWING POLICIES SHALL APPLY TO THE PREPARATION AND SUBMISSION OF BILLINGS TO APPLICABLE ENTITIES UNDER AWARDS MADE TO ELEVATE OREGON: -IT IS THE POLICY OF ELEVATE OREGON TO REQUEST REIMBURSEMENT AFTER EXPENDITURES HAVE BEEN INCURRED, UNLESS AN AWARD SPECIFIES ANOTHER METHOD. -EACH AWARD NORMALLY SPECIFIES A PARTICULAR BILLING CYCLE; THEREFORE, A SCHEDULE IS ESTABLISHED FOR EACH GRANT AND CONTRACT TO ENSURE THAT REIMBURSEMENT IS MADE ON A TIMELY BASIS ALONG WITH ANY OTHER REPORTING THAT IS REQUIRED IN ADDITION TO THE FINANCIAL REPORTS. -REQUESTS FOR REIMBURSEMENT OF AWARD EXPENDITURES WILL USE THE ACTUAL AMOUNTS AS POSTED TO THE GENERAL LEDGER AS THE SOURCE FOR ALL INVOICE AMOUNTS. -REQUESTS FOR REIMBURSEMENT OF AWARD EXPENDITURES WILL USE THE ACTUAL AMOUNTS AS POSTED TO THE GENERAL LEDGER AS THE SOURCE FOR ALL INVOICE AMOUNTS. ELEVATE OREGON SHALL MAINTAIN SEPARATE BILLING RECORDS IN ADDITION TO THE OFFICIAL GENERAL LEDGER ACCOUNTING RECORDS. BILLING RECORDS SHALL BE RECONCILED TO THE GENERAL LEDGER ON A QUARTLY BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY MEMBERS OF THE FINANCE COMMITTEE (INCLUDING THE BOARD TREASURER). A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD BEFORE ANY TRANSACTION OCCURS. THE BOARD WILL DETERMINE IF ANY CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE AND HIRING COMMITTEES USING COMPARABLE DATA FROM NON-PROFIT SALARY GUIDES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.