2025-10-06T11:02:55-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 931073746 RURAL DEVELOPMENT INITIATIVES INC RURA 4582158396 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 HEIDI KHOKHAR EXECUTIVE DIRECTOR 4582158396 2025-10-06 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z HEIDI KHOKHAR 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 2675550 0 X WWW.RDIINC.ORG X 1991 OR RDI DEVELOPS NETWORKS OF RURAL LEADERS, REVITALIZES RURAL ECONOMIES, AND ELEVATES RURAL PRIORITIES. 10 10 17 81 0 0 1363237 2277491 229046 393160 3612 4108 6606 791 1602501 2675550 61475 167500 0 0 1079142 1191794 0 0 30169 621331 781091 1761948 2140385 -159447 535165 1462068 2007590 175796 186153 1286272 1821437 RDI STRENGTHENS RURAL PEOPLE, PLACES, AND ECONOMIES IN THE PACIFIC NORTHWEST. 0 0 1040731 152500 250892 RESILIENT RURAL ECONOMIES - SERVICES THAT SUPPORT COMMUNITIES AND REGIONS IN IMPLEMENTING INNOVATIVE STRATEGIES TO BUILD LOCAL WEALTH, JOBS, AND LONG-TERM PROSPERITY. RDI'S RURAL ECONOMIC DEVELOPMENT SERVICES HELP TEAMS OF LOCAL LEADERS AND ASPIRING ENTREPRENEURS ASSESS THEIR ECONOMIC LANDSCAPE AND BUILD ON THEIR NATURAL, CULTURAL, AND ECONOMIC ASSETS. OUR WORK RESULTS IN STRONGER LOCAL ECONOMY BUILDING EFFORTS AND SUPPORT SYSTEMS, SUCCESSFUL SMALL BUSINESSES, INCREASED INVESTMENT IN RURAL ENTERPRISES, AND RESILIENT, PLACE-BASED STRATEGIES THAT REDUCE DISPARITIES IN ECONOMIC OPPORTUNITY. 316884 15000 34125 COLLECTIVE RURAL LEADERSHIP - SERVICES THAT BUILD LOCAL CAPACITY AND PROVIDE EDUCATION FOR INDIVIDUALS IN RURAL COMMUNITIES. RDI'S LEADERSHIP DEVELOPMENT EFFORTS FOSTER A SHARED SENSE OF PURPOSE, BUILD TRUST AND CONNECTION AMONG LOCALS, AND INCREASE THE NUMBER AND DIVERSITY OF PEOPLE ACTIVELY ENGAGED IN COMMUNITY CHANGE. OUR WORK RESULTS IN A NETWORK OF SKILLED, ENGAGED LOCAL LEADERS WHO CAN COLLABORATE ACROSS DIFFERENCES, ADDRESS COMPLEX CHALLENGES, AND STRENGTHEN COMMUNITY LIFE. 484361 108143 INCLUSIVE RURAL POLICY & EQUITABLE RESOURCES - SERVICES THAT CLOSE THE RURAL RESOURCE GAP AND ADVANCE POLITICAL EQUITY FOR RURAL PEOPLE AND PLACES. RDI'S POLICY AND RESOURCE WORK EDUCATES, ACTIVATES, AND CONNECTS RURAL LEADERS AND NETWORKS TO DRIVE SYSTEMS CHANGE. OUR EFFORTS GROW CIVIC PARTICIPATION AND REPRESENTATION, STRENGTHEN RURAL NETWORKS, ELEVATE RURAL PRIORITIES, AND INCREASE ACCESS TO PUBLIC AND PRIVATE FUNDING THROUGH CAPACITY-BUILDING AND EXPANDED INVESTMENT IN RURAL COMMUNITIES. 1841976 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 MIKE MCLAUGHLIN BOARD TREASURER STARTED AUGUST 2024 1.00 X X 0 0 0 KATIE SHEFFIELD BOARD TREASURER THROUGH AUGUST 2024 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 CHRIS CUMMINGS BOARD DIRECTOR 1.00 X 0 0 0 CHRISTIAN VAZQUEZ-RIVERA 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 MARINA DENNY BOARD DIRECTOR 1.00 X 0 0 0 HEIDI KHOKHAR EXECUTIVE DIRECTOR 36.00 X 137738 0 8314 AMY HAUSE DEPUTY DIRECTOR 32.00 X 82398 0 8314 220136 0 16628 1 0 0 0 0 617880 1659611 2277491 OTHER CONTRACTS 611430 294357 294357 WORKSHOP FEES 611430 98803 98803 393160 4108 4108 OTHER 900099 791 791 791 2675550 393160 0 4899 X 92500 92500 75000 75000 236764 154359 80944 1461 798242 670090 107722 20430 21586 18236 2788 562 49461 40462 7767 1232 85741 68461 15444 1836 325 199 126 67368 67368 316443 300884 15559 3118 986 2112 20 19871 13488 5336 1047 45044 16528 28516 43706 15717 27989 154369 146642 7427 300 100552 99664 888 2326 2326 6267 6267 BAD DEBT EXPENSE 11250 11250 MISCELLANEOUS EXP 7995 4082 3913 STAFF DEVELOPMENT 2457 2344 113 ALLOC. OF SHARED COSTS 0 122334 -125615 3281 2140385 1841976 268240 30169 544542 127096 507939 1083189 370933 665081 13500 62162 20046 27705 64718 56912 5108 7806 0 34551 1462068 2007590 118561 151452 57235 0 34701 175796 186153 X 543493 606140 742779 1215297 1286272 1821437 1462068 2007590 535165 0 X 0 1 X 1 0 X 1204033 1431989 1563920 1363237 2277491 7840670 1204033 1431989 1563920 1363237 2277491 7840670 3068996 4771674 4088 1508 1473 3612 4108 14789 808 931 4613 6606 791 13749 7869208 992398 0.60640 0.52170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 808. 2021 AMOUNT: $ 931. 2022 AMOUNT: $ 4,613. 2023 AMOUNT: $ 6,606. 2024 AMOUNT: $ 791. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160 160 2110056 2110216 255511 63878 0 0 226032 232635 236722 255511 950900 1426350 1081 460 405 160 2106 56508 58159 59181 63878 237726 356589 27719 21913 5806 36999 34999 2000 7806 LEAES LIABILITIES - OPERATING LEASES 34701 34701 2675550 0 2675550 0 2675550 2140385 0 2140385 0 2140385 1 OTHELLO SENIOR CENTER 755 N 7TH AVE OTHELLO WA 99344 911104141 GOVERNMENT 8800 0 OTHELLO COMMUNITY GRANTS & LEADERSHIP GRANT THE LIGHTHOUSE COMMUNITY CENTER 705 E JUNIPER ST OTHELLO WA 99344 850501271 501(C)(3) 17000 0 OTHELLO COMMUNITY GRANTS & LEADERSHIP GRANT ROTARY CLUB OF OTHELLO PO BOX 523 OTHELLO WA 99344 916174775 501(C)(3) 16000 0 OTHELLO COMMUNITY GRANTS 3 ECONOMIC EQUITY INVESTMENT PROGRAM (EEIP) BUSINESS GRANTS 10 75000 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. 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 300,884. MANAGEMENT AND GENERAL EXPENSES 13,281. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,165. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,278.