2026-08-10T09:31:12-05:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-10-01 237098400 NATIVE AMERICAN REHABILITATION ASSOCIATION OF THE NORTHWEST INC NATI 5032241044 211 SE CARUTHERS STREET PORTLAND OR 97214 JACQUELINE MERCER CEO 5032241044 2026-08-07 1 1 KRISTIN OSORIO P01697746 5032205900 2026-08-06 2024 2025-03-06 01:10:19Z JACQUELINE MERCER 211 SE CARUTHERS STREET PORTLAND OR 97214 71216984 0 X WWW.NARANORTHWEST.ORG X 1970 OR TO PROVIDE APPROPRIATE EDUCATION, PHYSICAL & MENTAL HEALTH SERVICES, AND SUBSTANCE ABUSE TREATMENT TO AMERICAN INDIANS, ALASKA NATIVES, AND OTHER PEOPLE. 7 7 568 7 0 0 32917691 45610456 26340225 25435583 229311 76571 0 0 59487227 71122610 3269216 4482322 0 0 38226530 43538329 0 0 0 15974619 17526793 57470365 65547444 2016862 5575166 61729471 64816832 31700948 29213143 30028523 35603689 X TO PROVIDE EDUCATION, PHYSICAL & MENTAL HEALTH SERVICES, AND SUBSTANCE ABUSE TREATMENT TO AMERICAN INDIANS, ALASKA NATIVES, AND OTHER PEOPLE WHO SEEK OUR CARE. 0 0 9346201 3144625 2695 HOUSING - THE NARA NORTHWEST HOUSING PROGRAM PROVIDES SAFE, STABLE, AND SUPPORTIVE HOUSING SERVICES DESIGNED TO HELP INDIVIDUALS AND FAMILIES ACHIEVE LONG-TERM HOUSING STABILITY, SELF-SUFFICIENCY, AND IMPROVED OVERALL WELL-BEING. THROUGH REFERRALS WITH THE COUNTIES' CONTINUUM OF CARE, THE PROGRAM OFFERS BOTH SHORT-TERM AND LONG-TERM HOUSING PLANNING, INDIVIDUALIZED CASE MANAGEMENT, RESOURCE COORDINATION, AND SUPPORTIVE SERVICES TAILORED TO EACH PARTICIPANT'S UNIQUE NEEDS AND GOALS. 8746357 41309 333313 ADULT MENTAL HEALTH - THE ADULT MENTAL HEALTH PROGRAM PROVIDES COMPREHENSIVE BEHAVIORAL HEALTH SERVICES FOR ADULTS THROUGH COUNSELING, PSYCHIATRIC SERVICES, CASE MANAGEMENT, PEER SUPPORT, CRISIS INTERVENTION, AND CARE COORDINATION. SERVICES ARE DELIVERED USING STRENGTHS-BASED PRACTICES TO SUPPORT RECOVERY AND OVERALL WELLNESS. ( THESE SERVICES ARE PROVIDED AT 5 OF NARA'S LOCATIONS) 15916173 124326 5273965 INDIAN HEALTH CLINIC AND WELLNESS CENTERS - LOCATED AT 703 NE HANCOCK AND 12360 E BURNSIDE, BOTH LOCATIONS PROVIDE PRIMARY HEALTH CARE TO THE URBAN INDIAN COMMUNITY AND OTHERS NEEDING SERVICES. IN ADDITION TO PRIMARY CARE, PEDIATRIC SERVICES, INCLUDING WELL BABY/CHILD CARE, HEALTH CARE SUCH AS A BREAST AND CERVICAL CANCER EARLY DETECTION PROJECT, MENTAL HEALTH COUNSELING, SUBSTANCE ABUSE COUNSELING, DIABETES PREVENTION PROGRAM, PREGNANT FAMILIES PROGRAM, LABORATORY AND PHARMACEUTICAL SERVICES ARE OFFERED. 24699725 1172062 19825610 RESIDENTIAL TREATMENT CENTER - 17645 NW ST. HELENS HIGHWAY (SCAPPOOSE, OR)THE RESIDENTIAL TREATMENT CENTER PROVIDES ADDICTION TREATMENT SERVICES TO AMERICAN INDIAN AND ALASKAN NATIVE FAMILIES AND OTHERS NEEDING SERVICES. THE SCHEDULE INCLUDES INDIVIDUAL AND GROUP COUNSELING, LIFE SKILLS TRAINING, ANGER MANAGEMENT, EDUCATION ACTIVITIES, MEDICAL SERVICES, MENTAL HEALTH SERVICES, AND INTRODUCTION TO SELF-HELP GROUPS SUCH AS ALCOHOLICS ANONYMOUS, NARCOTICS ANONYMOUS, AND AL-ANON. THE CHILD DEVELOPMENT PROGRAM AT THE RESIDENTIAL FACILITY SERVES CHILDREN FROM INFANCY TO AGE FIVE. PROGRAM ACTIVITIES INCLUDE EARLY CHILDHOOD EDUCATION, FETAL ALCOHOL SYNDROME/FETAL ALCOHOL EFFECT EARLY INTERVENTION SERVICES, PARENTING SKILLS TRAINING, AND FAMILY COUNSELING. A SATELLITE PRIMARY CARE CLINIC IS LOCATED ON-SITE THAT PROVIDES MEDICAL CARE AND HEALTH EDUCATION TO THE CLIENTS AND FAMILIES RESIDING IN THE PROGRAM.OUTPATIENT TREATMENT CENTER - 355 NW DIVISION STREET (GRESHAM, OR)THE OUTPATIENT TREATMENT CENTER PROVIDES ADDICTION TREATMENT SERVICES TO AMERICAN INDIAN AND ALASKAN NATIVE PEOPLE, PEOPLE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM, AND OTHERS NEEDING SERVICES. SERVICES INCLUDE OUTPATIENT COUNSELING, AFTERCARE SUPPORT, PEER AND RECOVERY SUPPORT MENTORS, DUII DIVERSION PROGRAM, SUPPORTIVE EMPLOYMENT SERVICES, HOUSING AND ENERGY ASSISTANCE SERVICES, AND EDUCATIONAL ASSISTANCE. TREATMENT ACTIVITIES INCLUDE GROUP AND INDIVIDUAL COUNSELING, SUPPORT GROUPS, TALKING CIRCLE MEETINGS, MENTAL HEALTH COUNSELING, EDUCATION ACTIVITIES, ANGER MANAGEMENT GROUPS, COMMUNITY RESOURCE ADVOCACY, AND REFERRAL SERVICES. THE LEASE FOR THIS PROPERTY ENDED AS OF SEPTEMBER 30, 2025, AND THESE SERVICES WERE TRANSFERRED FROM OUR SW COLUMBIA ST. TREATMENT CENTER TO OUR OUTPATIENT CLINIC IN GRESHAM, ORTOTEM LODGE - 1438 SE DIVISION (PORTLAND, OR)THE TOTEM LODGE PROGRAM PROVIDES MENTAL HEALTH COUNSELING FOR THOSE WITH SEVERE AND PERSISTENT ADULT MENTAL HEALTH ISSUES. SERVICES INCLUDE ASSESSMENT AND EVALUATIONS OF MENTAL HEALTH CHALLENGES, INDIVIDUAL AND GROUP COUNSELING, CASE MANAGEMENT, PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT, INTENSIVE COMMUNITY SERVICES, SUPPORTED EMPLOYMENT, A&D SERVICES, TRADITIONAL GROUPS AND ACTIVITIES, AND A DESIGNATED ACT TEAM.OYATE / SUPPORTING SERVICES - 211 SW CARUTHERS (PORTLAND, OR)THIS LOCATION IS WHERE ALL OF NARA NW WHICH PROVIDES SUPPORTIVE SERVICES TO OUR PROGRAMS IS LOCATED. ADMINISTRATION TEAMS INCLUDE SENIOR LEADERSHIP, GRANTS ADMINISTRATION, FINANCE, ACCOUNTING, AND HUMAN RESOURCES. THE TEAMS THAT WORK OUT OF THIS LOCATION ARE DEDICATED TO SUPPORTING PROGRAMS' ADMINISTRATIVE NEEDS, SECURING AND MAINTAINING FUNDING, AND FINANCIAL COMPLIANCE. NARA NW ADMINISTRATION PROVIDES THE NECESSARY DEVELOPMENT, ORGANIZATIONAL, AND MANAGEMENT SUPPORT FOR THE EFFECTIVE OPERATION OF PROGRAMS ACROSS ALL OF NARA NW'S LOCATIONS.DENTAL PROGRAM - 12750 E STARK (PORTLAND, OR)THE DENTAL PROGRAM SERVICES ARE PART OF NARA NW'S SYSTEM OF TREATING THE WHOLE PERSON. DENTAL SERVICES AVAILABLE THROUGH THE DENTAL PROGRAM INCLUDE BABY TEETH MATTER PROGRAM, PREVENTATIVE DENTAL CARE, RESTORATIVE DENTAL CARE, SIMPLE EXTRACTIONS, BASIC PERIODONTAL PROCEDURES, SPORTS MOUTH GUARDS, SEALANT PROGRAM, AND DENTAL EDUCATION.CHILDREN, YOUTH, AND FAMILIES WELLNESS PROGRAM - 620 NE 2ND AVENUE (GRESHAM, OR)THE CHILDREN, YOUTH, AND FAMILIES WELLNESS PROGRAM IS A TRADITIONAL-BASED PROGRAM DESIGNED TO GIVE SUPPORT TO PARENTS, GRANDPARENTS, AND OTHERS IN THEIR ROLES AS CAREGIVERS OF CHILDREN. THE GOAL OF THIS SERVICE IS TO REDUCE FAMILY STRESS, IMPROVE PARENTING SKILLS, MONITOR AND ENHANCE CHILD HEALTH AND DEVELOPMENT, AND PREVENT CHILD ABUSE AND NEGLECT. MENTAL HEALTH COUNSELING, SUBSTANCE ABUSE COUNSELING, CASE MANAGEMENT, INDIVIDUAL AND GROUP COUNSELING, PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT, AND A PREVENTION YOUTH PROGRAM ARE PROVIDED.YOUTH RESIDENTIAL TREATMENT CENTER - 620 NE 2ND AVENUE (GRESHAM, OR)OPENED IN 2017, THIS PROGRAM FACILITY PROVIDES RESIDENTIAL TREATMENT TO YOUTH FROM FEDERALLY RECOGNIZED TRIBES THROUGHOUT THE STATE OF OREGON AND NATIONWIDE AND OTHER POTENTIAL YOUTH FROM THE LOCAL COMMUNITY. THE NARA NW YOUTH RESIDENTIAL TREATMENT CENTER (YRTC) IS A 24-BED UNLOCKED RESIDENTIAL FACILITY PROVIDING A MULTIDISCIPLINARY PROGRAM OF SUBSTANCE ABUSE COUNSELING, MENTAL HEALTH SERVICES, AND HEALTH SERVICES INCLUDING, PRIMARY MEDICAL CARE, DENTAL CARE, AND HEALTH EDUCATION. THE SCHEDULE INCLUDES INDIVIDUAL AND GROUP COUNSELING, LIFE SKILLS TRAINING, ANGER MANAGEMENT, EDUCATION ACTIVITIES, MEDICAL SERVICES, MENTAL HEALTH SERVICES AND EDUCATIONAL SERVICES. 24699725 1172062 19825610 58708456 1 1 0 1 0 0 0 0 0 0 1 0 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 1 225 0 1 568 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JACQUELINE MERCER 5032241044 211 SE CARUTHERS STREET PORTLAND OR 97214 NORINE SMOKEY-SMITH SECRETARY 1.00 X X 0 0 0 CHERYL BITTLE PRESIDENT 1.00 X X 0 0 0 KAREN WHEELER TREASURER 1.00 X X 0 0 0 CHERYL BALDOMARO LUCAS VICE PRESIDENT 1.00 X X 0 0 0 HUGH GRANT DIRECTOR 1.00 X 0 0 0 TINA EDLUND DIRECTOR 1.00 X 0 0 0 CHIEF DOUG BARETT DIRECTOR 1.00 X 0 0 0 SHOSHANA MAXWELL CMO 40.00 X 307136 0 37865 JACQUELINE MERCER CEO 40.00 X 276123 0 20009 JAMIE CURRY COS - FORMER 40.00 X 271640 0 31248 SANDEBEA MAHALIA ALLMAN CCED 40.00 X 173483 0 16165 JOAN ONNAGAN CCPMO 40.00 X 170684 0 24540 HEATHER REPPETO CHWO - FORMER 40.00 X 136407 0 12011 TARA BROOKS CBHO - FORMER 40.00 X 54512 0 7697 KATHRYN HALVERSON CBHO 40.00 X 33589 0 2225 KEVIN TOMLINSON CFO 40.00 X 9615 0 43 ANGELA GIBSON CFO - FORMER 40.00 X 108428 0 14177 CHRISTOPHER CIRINO PHYSICIAN 40.00 X 284539 0 35955 LAUREN TITCHENER PHYSICIAN 40.00 X 227303 0 1352 SONIA ELENA SOSA PHYSICIAN 32.00 X 192007 0 8569 PRIYA THAKKER CLINICAL DENTIST 40.00 X 186194 0 27932 MAUREEN CECILIA NASH PSYCHIATRIC SERVICES DIRECTOR 40.00 X 182770 0 6543 2614430 0 246331 62 0 1 0 JHC COMMERCIAL LLC 11125 SW BARBUR BLVD PORTLAND OR 97219 CONSTRUCTION CONTRACTOR FOR OPEXP 1364076 HATFILED KNIVILA LLC 5704 SE STEELE STREET PORTLAND OR 97206 LEGAL SERVICES 701992 STOEL RIVES LLP 760 SW NINTH AVENUE SUITE 3000 PORTLAND OR 97205 LEGAL SERVICES 527099 CATHERINE M BOERNER 12715 W CHERRYTREE LANE NEW BERLIN WI 53151 CONSULTING 300646 DATA CENTER CORPORATION 400 UNION AVE SE STE 200 OLYMPIA WA 98201 IT SERVICES 227537 9 45559589 50867 45610456 PATIENT SERVICE REVENUE 624100 22391348 22391348 INDIAN MANAGED CARE ENTITY REVENU 624100 2760631 2760631 283604 283604 25435583 164038 164038 6907 94374 -87467 -87467 -87467 71122610 25435583 0 76571 4482322 4482322 1736601 29048 1707553 32976480 25386174 7590306 4666482 3515813 1150669 560096 454603 105493 3598670 2403621 1195049 3719390 1115066 2604324 871581 529134 342447 7371729 5633868 1737861 314224 281463 32761 343032 168284 174748 578691 159736 418955 1170174 771771 398403 596046 477968 118078 MEDICAL SUPPLIES 1375304 1372710 2594 ALLOCATED INDIRECT COST 512996 11746106 -11233110 CREDIT LOSS EXPENSE 482995 482995 MATERIALS 99306 99306 91325 81463 9862 65547444 58708456 6838988 0 2953042 4783790 11460022 21772835 15258745 74268 222531 458540 990376 33475981 5836016 9744195 27639965 21942801 9245193 61729471 64816832 3791015 4108828 6114160 4467843 9888356 9624912 11907417 11011560 31700948 29213143 X 30028523 35603689 30028523 35603689 61729471 64816832 5575166 0 X X 0 1 X 1 1 1 X 26289941 28135041 30122713 32917691 45610456 163075842 26289941 28135041 30122713 32917691 45610456 163075842 163075842 1933 2686 177738 228821 164038 575216 163651058 114323610 0.99650 0.99680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27550 27550 65547444 65574994 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 30400 27180 32730 27550 117860 250000 250000 250000 250000 1000000 1500000 5469040 5469040 4492951 1394783 3098168 7813614 2384956 5428658 9500764 2056277 7444487 6199612 6199612 27639965 OPERATING LEASE RIGHT-OF-USE ASSETS 9245193 9245193 OPERATING LEASE LIABILITIES 11011560 11011560 X 71761469 638859 638859 71122610 0 71122610 66186303 638859 638859 65547444 0 65547444 PART X, LINE 2: FIN 48 - NATIVE AMERICAN REHABILITATION ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. 1 RENT / HOUSING ASSISTANCE 2428 2112170 DIRECT CLIENT ASSISTANCE 9748 822760 FOOD / FOOD BOXES 3102 649600 CLIENT ACTIVITIES & EDUCATION 1018 370644 CLIENT ASSISTANCE - DEPOSITS / OTHER 604 263813 UTILITY ASSISTANCE 1689 233366 TRANSPORTATION ASSISTANCE 782 29969 PART I, LINE 2: THE ORGANIZATION APPROVES GRANTS THAT ARE BUDGETED AND MEET WITH THE ORGANIZATION'S MISSION. X X X X 0 0 0 0 0 0 0 0 0 SHOSHANA MAXWELL CMO 306808 0 328 0 0 0 24518 0 13347 0 345001 0 0 0 CHRISTOPHER CIRINO PHYSICIAN 284232 0 307 0 0 0 22739 0 13216 0 320494 0 0 0 JAMIE CURRY COS - FORMER 225746 0 45894 0 0 0 18060 0 13188 0 302888 0 0 0 JACQUELINE MERCER CEO 275795 0 328 0 0 0 6716 0 13293 0 296132 0 0 0 LAUREN TITCHENER PHYSICIAN 226995 0 308 0 0 0 0 0 1352 0 228655 0 0 0 PRIYA THAKKER CLINICAL DENTIST 185842 0 352 0 0 0 14839 0 13093 0 214126 0 0 0 SONIA ELENA SOSA PHYSICIAN 191655 0 352 0 0 0 0 0 8569 0 200576 0 0 0 JOAN ONNAGAN CCPMO 170342 0 342 0 0 0 13627 0 10913 0 195224 0 0 0 SANDEBEA MAHALIA ALLMAN CCED 173154 0 329 0 0 0 5200 0 10965 0 189648 0 0 0 MAUREEN CECILIA NASH PSYCHIATRIC SERVICES DIRECTOR 182416 0 354 0 0 0 582 0 5961 0 189313 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. 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 DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE REVIEWS AND APPROVES EXECUTIVE DIRECTOR'S PAY BASED ON PERFORMANCE AND COMPARABLE MARKET SALARIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.