2026-04-23T08:44:10-05:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-07-01 911827440 SELF DETERMINATION RESOURCES INC SELF 5032927142 12770 SW 1ST STREET BEAVERTON OR 970052759 DAN PECCIA EXECUTIVE DIRECTOR 5032927142 2026-04-22 1 1 ROBERT M PRILL P00236613 5032205900 2026-04-21 2024 2025-03-06 01:10:19Z DAN PECCIA 12770 SW 1ST STREET BEAVERTON OR 970052759 5137892 0 X WWW.SDRI-PDX.ORG X 1997 OR TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES IN ACHIEVING TRUE CHOICE AND CONTROL OVER THEIR LIVES BY PROVIDING SUPPORT SERVICES. 9 9 0 11 0 0 4702967 5075462 19168 17432 45468 44498 0 500 4767603 5137892 420759 679130 0 0 3896594 3978553 0 0 0 512358 471894 4829711 5129577 -62108 8315 3431874 3138453 781857 457775 2650017 2680678 SDRI'S MISSION IS TO SUPPORT INDIVIDUALS WITH DISABILITIES TO DETERMINE AND DIRECT THEIR LIVES. THIS IS ACCOMPLISHED BY PROVIDING SUPPORT SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES. 0 0 4445520 679130 17432 TO PROMOTE THE CAPACITY OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES TO DETERMINE, ACCESS, AND DIRECT THE SUPPORT THEY NEED TO LIVE THE LIVES THEY CHOOSE, AND TO BUILD THE COMMUNITY'S CAPACITY TO SUPPORT THEIR CHOICES. THIS IS ACCOMPLISHED BY ASSISTING PEOPLE TO PLAN AND ARRANGE THEIR SUPPORTS, BY PROVIDING TRAINING AND TECHNICAL ASSISTANCE AND OTHER RELATED ASSISTANCE SERVICES. 4445520 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 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 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X DAN PECCIA 5032927142 12770 SW 1ST STREET BEAVERTON OR 970052759 X BILL GILBERT BOARD PRESIDENT 1.00 X X 0 0 0 LISA HOWARD TREASURER 1.00 X X 0 0 0 BRIAN METCALF SECRETARY 1.00 X X 0 0 0 KRISTIE HOLMQUIST DIRECTOR 1.00 X 0 0 0 HELANA LULAY DIRECTOR 1.00 X 0 0 0 KAREN MCKENNEY DIRECTOR 1.00 X 0 0 0 ALENA VAZQUEZ DIRECTOR 1.00 X 0 0 0 DONALD SCOTT DIRECTOR 1.00 X 0 0 0 TIM WEILER DIRECTOR 1.00 X 0 0 0 DAN PECCIA EXECUTIVE DIRECTOR 40.00 X 147646 0 19878 147646 0 19878 1 0 1 0 0 5075462 5075462 PRIVATE PAY REVENUE 900099 17432 17432 17432 44498 44498 OTHER REVENUE 900099 500 500 500 5137892 17432 0 44998 679130 679130 202694 172290 30404 2800364 2380309 420055 248431 211166 37265 290808 247187 43621 436256 370818 65438 123769 111392 12377 8373 7536 837 60105 45079 15026 6084 5171 913 18884 17316 1568 71684 60931 10753 62540 31270 31270 DUES AND SUBSCRIPTIONS 39276 35348 3928 REPAIRS AND MAINTENANCE 32451 24338 8113 TRAINING 20235 20235 AUTO 12853 10925 1928 15640 15079 561 5129577 4445520 684057 0 1674931 1298585 273500 116228 25625 24012 25525 32120 1761112 893051 836318 868061 580917 791931 15058 7516 3431874 3138453 413483 450259 368374 7516 781857 457775 X 2650017 2680678 2650017 2680678 3431874 3138453 8315 22346 0 X X 0 1 X 1 0 X 3085136 4269052 4456540 4702967 5075462 21589157 8733 8250 21135 19168 17432 74718 3093869 4277302 4477675 4722135 5092894 21663875 0 0 0 21663875 17820 12487 21162 45468 44498 141435 17820 12487 21162 45468 44498 141435 2095 2375 500 4970 3113784 4289789 4501212 4767603 5137892 21810280 0.99330 0.99390 0.00650 0.00580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138750 138750 1198774 739255 459519 162908 153796 9112 260680 260680 868061 DOMESTIC EQUITIES AND EXCHANGE TRADED FUNDS 256828 F EQUITY MUTUAL FUNDS 113494 F FIXED INCOME MUTUAL FUNDS 421609 F 791931 RIGHT OF USE OPERATING LEASE 7516 7516 X 5160238 22346 22346 5137892 0 5137892 5129577 0 5129577 0 5129577 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. 1 SOCIAL SERVICE ASSISTANCE 525 484616 FMV SDRI PAYS VENDORS DIRECTLY FOR SOCIAL SERVICE ASSISTANCE FOR THEIR CLIENTS. THE NON-CASH SOCIAL-SERVICE ASSISTANCE CONSISTS PRINCIPALLY OF BUS PASSES FOR CLIENT TRANSPORTATION NEEDS. IN ADDITION, SDRI PAID VENDORS DIRECTLY FOR EMERGENCY SUPPLIES, WHICH WERE SUBSEQUENTLY DISTRIBUTED TO CLIENTS. THE NON-CASH EMERGENCY SUPPLIES DISTRIBUTED CONSISTED OF 724 EMERGENCY "GO" BAGS AND 295 RECHARGEABLE SOLAR BATTERY PACKS. THESE WERE DISTRIBUTED TO CLIENTS TO HELP THEM BE BETTER PREPARED IN THE EVENT OF AN EMERGENCY. EMERGENCY SUPPLIES 1019 194514 FMV PART I, LINE 2: EACH CLIENT OF THE ORGANIZATION IS ASSIGNED A PERSONAL AGENT (PA) TO DEVELOP A PLAN TO HELP CLIENTS GET THE SUPPORT THEY NEED. PA'S AND OFFICE STAFF MONITOR CLIENT EXPESNES TO ENSURE THEY ARE APPROPRIATE AND WITHIN BUDGET. X X 0 0 0 0 0 0 0 0 0 DAN PECCIA EXECUTIVE DIRECTOR 147646 0 0 0 0 0 19814 0 64 0 167524 0 0 0 PART I, LINE 3 THE BOARD APPROVES ALL RAISES AND COMPENSATION IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE FORM 990. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, SECTION VII: EMPLOYEES ARE PAID THROUGH AN UNRELATED EMPLOYEE LEASING COMPANY. FORM 990, SECTION XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.