2024-05-03T16:15:15-05:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-07-01 931012686 MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON MENT 5039222377 411 NE 19TH AVENUE PORTLAND OR 97232 JANIE GULLICKSON EXECUTIVE DIRECTOR 5039222377 2024-05-03 1 JANIE GULLICKSON 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2024-05-03 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANIE GULLICKSON 411 NE 19TH AVENUE PORTLAND OR 97232 17208954 0 X WWW.MHAOFOREGON.ORG X 2001 OR INCLUSIVE PEER-RUN ORGANIZATION DEDICATED TO SELF-DIRECTION HONORING THE VOICE OF LIVED EXPERIENCE. 6 6 149 25 0 0 5518669 16835135 688720 309089 28 303 9716 64427 6217133 17208954 0 0 0 0 4384659 8692982 0 0 0 1553247 3185889 5937906 11878871 279227 5330083 1449873 9862072 640583 3658720 809290 6203352 X THE MENTAL HEALTH ASSOCIATION OF OREGON DBA THE MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON IS AN INCLUSIVE PEER-RUN ORGANIZATION DEDICATED TO SELF-DIRECTION HONORING THE VOICE OF LIVED EXPERIENCE.MHAAO BELIEVES THAT ALL INDIVIDUALS WHO EXPERIENCE MENTAL HEALTH AND/OR ADDICTION CHALLENGES CAN RECOVER AND THAT RECOVERY, ITS JOURNEY AND PROCESS, IS UNIQUE TO THE INDIVIDUAL. MHAAO BELIEVES THAT RECIPIENTS OF OUR SERVICES HAVE THE RIGHT AND THE ABILITY TO MAKE DECISIONS FOR THEMSELVES ABOUT WHAT SUPPORTS THEY WOULD PREFER TO RECEIVE AND THE DIRECTIONS THEY WISH TO EXPLORE. WE BELIEVE THE ROLE OF ANY MHAAO TEAM MEMBER REGARDLESS OF POSITION, IS NOT TO INFRINGE ON THE CHOICES MADE BY THE INDIVIDUALS WE SERVE, BUT TO OFFER SUPPORT TOWARD MUTUALLY AGREED UPON GOALS AND TO OFFER FEEDBACK OR POSSIBLE OPTIONS AND RESOURCES, AS REQUESTED BY THOSE INDIVIDUALS. 0 0 9087526 DIRECT PEER DELIVERED SERVICES MHAAO HAS BEEN IN OPERATION FOR 21 YEARS AND IN 2014, MHAAO LAUNCHED ITS DIRECT PEER-DELIVERED SERVICES PROGRAM, THE EVOLVE DEPARTMENT, AS ONE OF THE FIRST TRULY LOW-BARRIER, COMMUNITY-BASED PEER SUPPORT PROGRAMS IN THE PORTLAND AREA. WHILE STAYING TRUE TO ITS ROOTS, MHAAO HAS EXPERIENCED CONTINUOUS AND STEADY GROWTH AND NOW COMPRISES OVER 35 UNIQUE PEER SERVICE PROGRAMS. FOR NEARLY A DECADE, MHAAO HAS SUCCESSFULLY IMPLEMENTED AND PROVIDED DIRECT PEER SUPPORT SERVICES ACROSS MULTNOMAH, CLACKAMAS, AND WASHINGTON COUNTIES. MHAAO PEER SUPPORT SPECIALISTS USE THEIR OWN LIVED EXPERIENCES OF MENTAL HEALTH AND/OR SUBSTANCE USE CHALLENGES AND RECOVERY TO CONNECT WITH AND SUPPORT THEIR PEERS INDIVIDUALS WHO ARE NAVIGATING SIMILAR EXPERIENCES AND ARE SEEKING SUPPORT. ALL DIRECT SERVICE STAFF AT MHAAO IDENTIFY AS HAVING LIVED EXPERIENCE OF MENTAL HEALTH. 262470 309089 TRAINING, TECHNICAL ASSISTANCE, AND WORKFORCE DEVELOPMENT IN ADDITION TO DIRECT PEER-DELIVERED SERVICES IN OUR EVOLVE AND PATHWAY HOME DEPARTMENTS, MHAAO IS PROUD TO OFFER OUR STATE AND NATIONALLY-APPROVED PEER WELLNESS SPECIALIST (PWS) TRAINING PROGRAM AND OUR ANNUAL PEER LEADERSHIP CONFERENCE, "PEERPOCALYPSE." OUR ANNUAL CONFERENCE IS A PROFESSIONAL DEVELOPMENT AND COMMUNITY-BUILDING OPPORTUNITY FOR THE PEER WORKFORCE, WHERE PEER SPECIALISTS FROM ACROSS THE NATION GATHER TO LEARN, NETWORK, AND SHARE EXPERIENCES, KNOWLEDGE, AND RESOURCES WITH EACH OTHER. DEVELOPMENT & COMMUNITY ENGAGEMENT THE DEVELOPMENT AND COMMUNITY ENGAGEMENT TEAM AT MHAAO IS DEDICATED TO FOSTERING RELATIONSHIPS AND INSPIRING DIVERSE GROUPS TO SUPPORT OUR MISSION AND VISION. WE UTILIZE AN ARRAY OF MEDIA TO TELL IMPACTFUL STORIES, PROMOTE MHAAO'S PRINCIPLES, SHARE CRUCIAL MENTAL HEALTH AND ADDICTION RESEARCH AND INFORMATION, AND BOOST OUR PARTNER VOICES. OUR DEVELOPMENT ACTIVITIES FOCUS ON PROVIDING WAYS FOR DONORS AND VOLUNTEERS TO BE INVOLVED IN OUR WORK. THIS INCLUDES ORCHESTRATING FUNDRAISING CAMPAIGNS, DESIGNING AND DISTRIBUTING FUNDRAISING MATERIALS, AND MANAGING ENDEAVORS TO SECURE CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS, AND PUBLIC ENTITIES. MOREOVER, WE ALSO HOLD SPECIAL EVENTS DESIGNED TO BRING PEOPLE TOGETHER, BUILD FRESH CONNECTIONS, HEIGHTEN AWARENESS ON KEY ISSUES, AND STIMULATE SIGNIFICANT CHANGE 9349996 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 1 0 0 0 0 1 36 0 149 1 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 OR X X JANIE GULLICKSON 5039222377 411 NE 19TH AVE PORTLAND OR 97232 KEVIN BOWERS CHAIR 1.00 X X 0 0 0 AARON TRUBY VICE CHAIR 1.00 X X 0 0 0 MELANIE PAYNE SECRETARY 1.00 X X 0 0 0 NICK CHAIYACHAKORN TREASURER 1.00 X X 0 0 0 STEVE SANDEN DIRECTOR 1.00 X 0 0 0 DAVE OTTE DIRECTOR 1.00 X 0 0 0 JANIE GULLICKSON EXECUTIVE DIRECTOR 40.00 X 135944 0 10508 JOHN DOMINGO FINANCE & IT DIRECTOR 40.00 X 0 0 0 135944 0 10508 1 0 0 0 0 14383831 2451304 13654 16835135 CONFERENCE REGISTRATION 611430 309089 309089 309089 303 303 43700 0 43700 43700 43700 11061 0 11061 11061 OTHER INCOME 900099 9666 9666 9666 17208954 309089 0 64730 X 204092 204092 6324097 5292617 1031480 884038 714111 169927 1280755 1034573 246182 15365 15365 42200 42200 922153 586241 335912 227185 180479 46706 284634 266820 17814 229221 173849 55372 383579 259740 123839 21597 21597 58423 49259 9164 SUPPLIES 256970 194618 62352 0 SERVICE RECIPIENT 224228 224228 0 0 LICENSES /FEES/ DUES/SU 187143 146708 40435 0 INTERNSHIP STIPENDS 175000 175000 0 0 158191 51753 106438 11878871 9349996 2528875 0 299618 1680804 1090416 2764313 59839 148252 4264959 24591 0 4240368 0 1028335 1449873 9862072 369866 960536 192817 2056765 77900 641419 640583 3658720 X 795410 4724338 13880 1479014 809290 6203352 1449873 9862072 5330083 63979 0 X 0 1 X 1 1 1 X 2534246 1963242 4988517 5518669 16835135 31839809 2534246 1963242 4988517 5518669 16835135 31839809 565534 31274275 28 44003 44031 9666 9666 31893506 1527639 0.98060 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4000525 4000525 12178 801 11377 252256 23790 228466 4240368 OPERATING LEASE RIGHT-OF-USE ASSETS, NET OF ACCUMULATED AMORTIZATION 623332 RECOVERY CAMPUS BUILDING CONSTRUCTION IN PROGRESS 405003 1028335 OPERATING LEASE LIABILITY 641419 641419 X 17208954 0 17208954 0 17208954 11878871 0 11878871 0 11878871 PART X, LINE 2: THE ORGANIZATION FOLLOWS U.S. GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WITH ALL SCHEDULES IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS DISCLOSE CONFLICTS OF INTERESTS AND SIGN OFF ON THE AGENCY CONFLICT OF INTEREST POLICY. THIS IS REVIEWED PERIODICALLY AND UPDATED BY EACH DIRECTOR AS NEEDED FORM 990, PART VI, SECTION B, LINE 15 TWO BOARD MEMBERS, WORKING WITH OUR HUMAN RESOURCES DIRECTOR AND A NONPROFIT CONSULTANT, WORKED AS A COMMITTEE AND LED THIS PROCESS. THEIR PROCESS INCLUDED: OUR EXECUTIVE DIRECTOR'S ANNUAL EVALUATION (BOTH A SELF-EVALUATION AND BOARD EVALUATION OF HER PERFORMANCE); A CAREFUL COMPENSATION ANALYSIS OF 33 PORTLAND-AREA NONPROFIT ORGANIZATIONS WITH COMPARABLE BUDGET SIZE AND SERVICES; REVIEW OF CURRENT LOCAL NONPROFIT EXECUTIVE DIRECTOR JOB OPPORTUNITY POSTINGS AND SALARY TRENDS; REVIEW OF THE 2023 MLB NONPROFIT SALARY REPORT; AND REVIEW OF THE 2023 OREGON NONPROFIT COMPENSATION AND BENEFITS REPORT. THE COMMITTEE RECOMMENDED AN INCREASE IN OUR EXECUTIVE DIRECTOR'S SALARY COMMENSURATE WITH THE MARKET DATA, THE SIZE AND COMPLEXITY OF OUR ORGANIZATION AND SERVICES, AND HER PERFORMANCE, EXPERTISE, AND TENURE. THE BOARD REVIEWED THE COMMITTEE'S FINDINGS AND VOTED TO APPROVE THEIR RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 18 VIA OUR WEBSITE, UNDER THE FINANCE SECTION OF OUR ABOUT PAGE, AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS WILL PROVIDE A COPY OF FORM 990 WITH ALL SCHEDULES AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990 PART IX COLUMN C MHAAO'S MANAGEMENT AND GENERAL ACTIVITIES ENCOMPASS A BROAD RANGE OF CRITICAL FUNCTIONS. THESE INCLUDE EXECUTIVE LEADERSHIP, FINANCIAL OVERSIGHT, ACCOUNTING, RECORDKEEPING, STRATEGIC PLANNING, HUMAN RESOURCES, OPERATIONS, INFORMATION TECHNOLOGY, WORKPLACE DEI (DIVERSITY, EQUITY AND INCLUSION) ADVOCACY, AND RELATED ACTIVITIES. THESE DIVERSE YET INTERCONNECTED ADMINISTRATIVE ACTIVITIES LAY THE FOUNDATION FOR OUR ORGANIZATION, ENABLING US TO PROVIDE THE NECESSARY DEVELOPMENTAL, ORGANIZATIONAL, AND MANAGERIAL SUPPORT THAT ENSURES THE EFFECTIVE OPERATION OF MHAAO'S PROGRAMS. MHAAO PROPERTIES I LLC 411 NE 19TH AVE PORTLAND OR 97232 LEGAL OWNER OF RECOVERY CAMPUS PROPERTY (8935 SE POWELL BLVD) OR 4405529 MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON