2024-09-24T12:56:36-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 931073746 RURAL DEVELOPMENT INITIATIVES INC RURA 4582158396 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 HEIDI KHOKHAR EXECUTIVE DIRECTOR 4582158396 2024-09-24 1 YEE LEE MCGEE P01294356 5032222515 2023 2024-08-08 14:25:15Z HEIDI KHOKHAR 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 1602501 0 X WWW.RDIINC.ORG X 1991 OR RDI DEVELOPS NETWORKS OF RURAL LEADERS, REVITALIZES RURAL ECONOMIES, AND ELEVATES RURAL PRIORITIES. 11 11 18 117 0 0 1563920 1363237 175951 229046 1473 3612 4638 6606 1745982 1602501 5000 61475 0 0 1046450 1079142 0 0 27514 601250 621331 1652700 1761948 93282 -159447 1629041 1462068 183322 175796 1445719 1286272 RDI STRENGTHENS RURAL PEOPLE, PLACES, AND ECONOMIES IN THE PACIFIC NORTHWEST. 0 0 1016799 54000 126184 RESILIENT RURAL ECONOMIES - SERVICES THAT MOVE COMMUNITIES AND REGIONS TO ACTION AND IMPLEMENT INNOVATIVE STRATEGIES TO BUILD COMMUNITY WEALTH, JOBS, AND PROSPERITY. RDI'S RURAL ECONOMIC SERVICES HELP TEAMS OF LOCAL COMMUNITY LEADERS UNDERSTAND THEIR ECONOMIC SITUATION, AND APPRECIATE AND BUILD UPON THEIR NATURAL, ECONOMIC, AND CULTURAL ASSETS AND OPPORTUNITIES. OUR WORK RESULTS IN STRONGER LOCAL EFFORTS AND SUPPORT SYSTEMS, SMALL BUSINESS SUCCESSES, AND RESILIENT PLACE-BASED STRATEGIES THAT ADDRESS INEQUITIES IN ECONOMIC BENEFIT AND OPPORTUNITY. 232883 7475 34046 COLLECTIVE RURAL LEADERSHIP - SERVICES THAT PROVIDE CAPACITY-BUILDING AND EDUCATIONAL ACTIVITIES FOR INDIVIDUALS IN RURAL COMMUNITIES. RDI'S COMMUNITY LEADERSHIP EFFORTS INCREASE THE DIVERSITY AND NUMBER OF LOCAL PEOPLE ACTIVELY INVOLVED, CONNECTED, AND EFFECTING CHANGE TO BENEFIT RURAL COMMUNITIES. OUR WORK RESULTS IN ENGAGED AND SKILLED LOCAL LEADERS WHO ARE BETTER PREPARED TO WORK TOGETHER AND ACROSS DIFFERENCES, ADDRESS COMPLEX CHALLENGES, AND BUILD COMMUNITY. 221190 68816 INCLUSIVE RURAL POLICY & EQUITABLE RESOURCES - SERVICES THAT ASPIRE TO CLOSE THE RURAL RESOURCE GAP AND REACH POLITICAL EQUITY. RDI'S POLICY AND RESOURCE WORK EDUCATES, ACTIVATES, AND SUPPORTS RURAL COMMUNITY LEADERS AND NETWORKS TO AFFECT SYSTEMS CHANGE. OUR POLICY WORK RESULTS IN A REPRESENTATIVE PIPELINE OF RURAL LEADERS WHO ARE PARTICIPATING IN GOVERNANCE AND POLICIES AT LOCAL, STATE, AND NATIONAL LEVELS AND STRENGTHENED NETWORKS OF RURAL LEADERS ACROSS OUR REGION AND THE NATION. OUR FUNDING SPECIFIC WORK RESULTS IN INCREASED FUNDING FOR COMMUNITY PRIORITIES, MORE LOCAL PEOPLE SKILLED AT FUND DEVELOPMENT, AND INCREASED RURAL FUNDING SOURCES AND INVESTMENTS. 1470872 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X HEIDI KHOKHAR 4582158396 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 TAYLOR SARMAN BOARD CHAIR 2.00 X X 0 0 0 DEB SMITH BOARD VICE CHAIR 1.00 X X 0 0 0 KATIE SHEFFIELD BOARD TREASURER 1.00 X X 0 0 0 MALLORIE ROBERTS BOARD SECRETARY 1.00 X X 0 0 0 AMY CALLAHAN-TRACEWELL BOARD PAST CHAIR 1.00 X X 0 0 0 JUAN BARRAZA BOARD DIRECTOR 1.00 X 0 0 0 CHRIS CUMMINGS BOARD DIRECTOR 1.00 X 0 0 0 IVORY W LYLES BOARD DIRECTOR 1.00 X 0 0 0 MIKE MCLAUGHLIN BOARD DIRECTOR 1.00 X 0 0 0 JERRY MILLER BOARD DIRECTOR 1.00 X 0 0 0 WILLOW OELKE BOARD DIRECTOR 1.00 X 0 0 0 DANAE VALDEZ BOARD DIRECTOR 1.00 X 0 0 0 HEIDI KHOKHAR EXECUTIVE DIRECTOR 36.00 X 120500 0 30480 KAREN PORTER FINANCE MANAGER (BEG. JUNE '23) 36.00 X 34909 0 3990 155409 0 34470 1 0 1 0 0 584361 778876 1363237 OTHER CONTRACTS 611430 223436 223436 WORKSHOP FEES 611430 5610 5610 229046 3612 3612 OTHER 900099 6606 6606 6606 1602501 229046 0 10218 X 17475 17475 44000 44000 189879 88828 97642 3409 751075 603618 131072 16385 15889 12535 3014 340 57044 45394 10400 1250 65255 48295 15584 1376 178 178 63602 63602 287902 283477 4425 3076 353 2723 28898 25796 2848 254 36815 13027 23788 31174 5594 25580 119548 106686 12346 516 33577 32650 927 2775 2775 6318 6318 STAFF DEVELOPMENT 4447 2833 1614 MISCELLANEOUS EXP 3021 500 2521 ALLOC. OF SHARED COSTS 0 139811 -143795 3984 1761948 1470872 263562 27514 518527 544542 469608 507939 563352 370933 42655 13500 16263 20046 59694 54586 7883 5108 10753 0 1629041 1462068 150068 118561 21301 57235 11953 0 183322 175796 X 499929 543493 945790 742779 1445719 1286272 1629041 1462068 -159447 0 X 0 1 X 1 0 X 2624488 1204033 1431989 1563920 1363237 8187667 2624488 1204033 1431989 1563920 1363237 8187667 3900812 4286855 4773 4088 1508 1473 3612 15454 1637 808 931 4613 6606 14595 8217716 603423 0.52170 0.49780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,637. 2020 AMOUNT: $ 808. 2021 AMOUNT: $ 931. 2022 AMOUNT: $ 4,613. 2023 AMOUNT: $ 6,606. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 405 405 1734029 1734434 236722 59181 0 0 240855 226032 232635 236722 936244 1404366 6673 1081 460 405 8619 60214 56508 58159 59181 234062 351093 6673 6673 22695 19587 3108 36999 34999 2000 5108 1602501 0 1602501 0 1602501 1761948 0 1761948 0 1761948 1 DBG CONSTRUCTION LLC 346 SW DOVER LANE 10 MADRAS OR 97741 652767149 6000 0 STATE OF OREGON INTERGENERATIONAL WEALTH BUILDING PROJECT 1 ECONOMIC EQUITY INVESTMENT PROGRAM (EEIP) GRANTS 7 44000 STATE OF OREGON INTERGENERATIONAL WEALTH BUILDING PROJECT PART I, LINE 2: RURAL DEVELOPMENT INITIATIVES, INC. (RDI) GRANT MAKING POLICY AND PROCEDURES STATE THAT WHEN PROGRAM FUNDING INCLUDES A PASS-THROUGH RESOURCE TO OTHER ENTITIES, RDI MAY AWARD A GRANT TO A THIRD PARTY. THE PROGRAM MANAGER, POLICY AND PARTNERSHIPS MANAGER, AND FINANCE DEPARTMENT WORK TOGETHER TO ENSURE THE TERMS OF THE GRANT ARE CLEARLY DEFINED AND A FORMAL GRANT AGREEMENT IS EXECUTED PRIOR TO RELEASING ANY FUNDS. THE EXECUTIVE DIRECTOR AND FINANCE DEPARTMENT ARE ULTIMATELY RESPONSIBLE FOR ASSURING OVERALL COMPLIANCE WITH GRANT AND CONTRACT AGREEMENTS. X X 0 0 0 0 0 0 0 0 0 HEIDI KHOKHAR EXECUTIVE DIRECTOR 120500 0 0 0 0 0 26808 0 3672 0 150980 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS FOWARDED TO EACH BOARD MEMBER FOR THEIR REVIEW. REVISIONS SUGGESTED BY BOARD MEMBERS ARE INCORPORATED INTO THE FINAL FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A WRITTEN STATEMENT EACH YEAR DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. MEMBERS DISCLOSE ANY POTENTIAL CONFLICTS THROUGHOUT THE YEAR WHEN MAKING RECOMMENDATIONS OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DELEGATES THE TASK OF SETTING KEY EMPLOYEE COMPENSATION TO THE EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE INDEPENDENT DATA AND SETS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD DELEGATES THE TASK OF SETTING OTHER KEY EMPLOYEE COMPENSATION TO THE FINANCE COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE INDEPENDENT DATA AND SETS THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES, OR LINKS TO INTERNET POSTINGS OF THE DOCUMENTS, ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 283,477. MANAGEMENT AND GENERAL EXPENSES 83. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283,560. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,342. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,342.