2023-05-31T11:22:31-05:00 2022-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-01-01 841641552 OREGON ASSOCIATION OF REALTORS HOME FOUNDATION OREG 5033623645 PO BOX 351 SALEM OR 97308 JENNIFER PAKULA CEO 5033623645 2023-05-24 1 JENNIFER PAKULA 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2023-05-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER PAKULA PO BOX 351 SALEM OR 97308 257241 0 X HTTPS://OREGONREALTORS.ORG/HOME-FOUNDATION X 2004 OR PROVIDE FINANCIAL RESOURCES TO CREATE & ENCOURAGE HOME OWNERSHIP OPPORTUNITIES FOR OREGONIANS. 13 13 0 30 0 0 162702 165585 0 0 25 23 48910 36675 211637 202283 93000 126000 0 0 0 0 0 0 0 9308 7617 102308 133617 109329 68666 358135 419721 32642 25562 325493 394159 X TO CREATE, EXPAND AND ENCOURAGE HOME OWNERSHIP OPPORTUNITIES FOR OREGONIANS AT OR BELOW LOCAL MEDIAN INCOME. THE FOUNDATION PROMOTES AWARENESS OF AFFORDABLE HOUSING ISSUES BY EDUCATING OREGONIANS AND THEIR REPRESENTATIVES ABOUT THE BARRIERS TO HOME OWNERSHIP AND THE RESOURCES NEEDED TO INCREASE HOUSING AFFORDABILITY. 0 0 126000 126000 THE FOUNDATION IS OPERATED TO FACILITATE AND INCREASE HOUSING OPPORTUNITIES IN OREGON BY ALL NECESSARY AND PROPER MEANS. THE FOUNDATION PROVIDES MUCH NEEDED FUNDS TO ORGANIZATIONS DEDICATED TO THE DEVELOPMENT, MAINTENANCE, OR REPAIR OF AFFORDABLE HOUSING. IT WILL HELP EDUCATE CONSUMERS AND REAL ESTATE PROFESSIONALS AND PROVIDE THE TOOLS THEY NEED TO MAKE HOMEOWNERSHIP MORE ATTAINABLE. IT WILL ADDRESS BOTH IMMEDIATE AND LONG-TERM NEEDS THROUGH STRONG PUBLIC/PRIVATE PARTNERSHIPS. AND MOST IMPORTANTLY, IT WILL GIVE MORE OREGONIANS THE OPPORTUNITY TO MAKE A LASTING INVESTMENT IN LOCAL COMMUNITIES. A TOTAL OF $126,000 WAS DONATED TO HOUSING CAUSES IN 2022. 126000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 OR X JENNIFER PAKULA 8002529115 2110 MISSION ST SE SALEM OR 97302 CHERYL FARIA PRESIDENT 1.00 1.00 X X 0 0 0 SYBIL FONTAINE DIRECTOR 1.00 0.00 X 0 0 0 JILLYAN ROGERS DIRECTOR 1.00 0.00 X 0 0 0 DAVID HEMENWAY DIRECTOR 1.00 1.00 X 0 0 0 HEIDI HAZEL DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH JODY SMITH DIRECTOR 1.00 0.00 X 0 0 0 JUDY GYSIN DIRECTOR 1.00 1.00 X 0 0 0 BETH CASTOR DIRECTOR 1.00 0.00 X 0 0 0 ANGELA STUCKART DIRECTOR 1.00 0.00 X 0 0 0 RITA VERDUGO DIRECTOR 1.00 0.00 X 0 0 0 SARIE SCOTT DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER PAKULA CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 336510 26207 0 336510 26207 0 0 1 0 0 75000 50330 40255 165585 23 23 81403 75000 52474 28929 28929 10230 2484 7746 7746 202283 0 0 36698 126000 126000 1200 1200 4132 4132 350 350 SUPPLIES 1602 0 1602 0 TAXES, FEES AND LICENSE 233 0 233 0 MISCELLANEOUS 100 0 100 0 133617 126000 7617 0 325763 366610 27840 46980 2006 3006 2526 3125 358135 419721 22804 19076 1000 0 8838 6486 32642 25562 X 325493 394159 325493 394159 358135 419721 68666 0 X 0 1 X 1 0 X 152270 170940 464191 162702 165585 1115688 152270 170940 464191 162702 165585 1115688 477162 638526 22 20 24 25 23 114 67472 45363 22311 48910 36675 220731 1336533 0.47770 0.47710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY PAYABLES 6486 6486 X 6695438 6493155 6493155 202283 0 202283 5416758 5283141 5283141 133617 0 133617 PART X, LINE 2: THE ORGANIZATIONS FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 OR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 54,958. REVENUES PER CONSOLIDATED GAAP STATEMENTS 6,438,197. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 54,958. EXPENSES PER CONSOLIDATED GAAP STATEMENTS 5,228,183. HOME FOR HOLIDAYS 44745 24750 19995 23200 3851 GOLF TOURNAMENT 78590 48250 30340 0 21439 0 1785 2 33068 2000 31068 1148 1051 156403 75000 81403 45787 6687 52474 28929 1 AFRICAN AMERICAN ALLIANCE FOR HOMEOWNERSHIP 825 NE 20TH AVENUE SUITE 225 PORTLAND OR 97232 743140832 501C3 3000 0 CHARITABLE BEND-REDMOND HABITAT FOR HUMANITY 224 NE THURSTON AVE BEND OR 97001 931004012 501C3 5000 0 CHARITABLE COLUMBIA CASCADE HOUSING CORP 500 E 2ND ST THE DALLES OR 97058 943111736 501C3 4000 0 CHARITABLE COLUMBIA COUNTY HABITAT FOR HUMANITY PO BOX 921 ST HELENS OR 97051 931264491 501C3 5000 0 CHARITABLE COMMUNITY ACTION TEAM - LEND-A-HAND PROGRAM 125 N 17TH ST ST HELENS OR 97051 930554156 501C3 3000 0 CHARITABLE COMMUNITY ENERGY PROJECT 2705 E BURNSIDE STREET SUITE 112 PORTLAND OR 97214 943040817 501C3 3000 0 CHARITABLE CORVALLIS NEIGHBORHOOD HOUSING SERVICES 212 MAIN STREET SPRINGFIELD OR 97477 931057296 501C3 14000 0 CHARITABLE GRANTS PASS AREA HABITAT FOR HUMANITY PO BOX 2667 GRANTS PASS OR 97528 931097559 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY OF CENTRAL LANE 1210 OAK PATCH ROAD EUGENE OR 97042 931015598 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY OF LA PINE SUNRIVER PO BOX 3364 SUNRIVER OR 97707 931123478 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY OF LINCOLN COUNTY PO BOX 1311 NEWPORT OR 97365 931172258 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY OF THE MID-WILLAMETTE VALLEY 1220 12TH ST SE SALEM OR 97302 931025497 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY PORTLANDMETRO EAST PO BOX 11527 PORTLAND OR 97211 930801200 501C3 5000 0 CHARITABLE HABITAT FOR HUMANITY ROGUE VALLEY PO BOX 688 MEDFORD OR 97501 930971629 501C3 5000 0 CHARITABLE HACIENDA CDC 6700 NE KILLINGSWORTH PORTLAND OR 97218 930979064 501C3 3000 0 CHARITABLE KOR COMMUNITY LAND TRUST PO BOX 6993 BEND OR 97708 471089244 501C3 5000 0 CHARITABLE MCMINNVILLE AREA HABITAT FOR HUMANITY PO BOX 301 MCMINNVILLE OR 97128 931025835 501C3 9000 0 CHARITABLE NEIGHBOR IMPACT 2303 SW FIRST ST REDMOND OR 97756 930884929 501C3 3000 0 CHARITABLE NEWBERG AREA HABITAT FOR HUMANITY PO BOX 118 NEWBERG OR 97132 931141508 501C3 9000 0 CHARITABLE OUR UNITED VILLAGES DBA REBUILDING CENTER 3625 N MISSISSIPPI AVE PORTLAND OR 97227 931241474 501C3 3000 0 CHARITABLE PORTLAND COMMUNITY REINVESTMENT INITIATIVES INC 6329 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97211 931059146 501C3 3000 0 CHARITABLE PORTLAND HOUSING CTR 3233 NE SANDY BLVD PORTLAND OR 97232 931111589 501C3 3000 0 CHARITABLE PROUD GROUND 5288 N INTERSTATE AVE PORTLAND OR 97217 931290320 501C3 3000 0 CHARITABLE REBUILDING TOGETHER PORTLAND PO BOX 25040 PORTLAND OR 97298 943132936 501C3 3000 0 CHARITABLE TILLAMOOK COUNTY HABITAT FOR HUMANITY PO BOX 988 TILLAMOOK OR 97141 911848416 501C3 5000 0 CHARITABLE WEST TUALITY HABITAT FOR HUMANITY PO BOX 806 FOREST GROVE OR 97116 931078791 501C3 5000 0 CHARITABLE 26 0 0 0 0 0 0 0 0 0 0 JENNIFER PAKULA CHIEF EXECUTIVE OFFICER 0 274510 0 50000 0 12000 0 11699 0 14508 0 362717 0 0 PART I, LINE 3 OREGON ASSOCIATION OF REALTORS A RELATED ORGANIZATION HAS A FORMAL COMPENSATION POLICY AS FOLLOWS: ALL COMPENSATION IS COMPARED AND MEASURED AGAINST INDEPENDENT 3RD PARTY SURVEY. THE CEO HAS AN EMPLOYMENT CONTRACT DETAILING THE AGREED COMPENSATION WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE REVIEW COMMITTEE WILL REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE OR ANY MEMBER OF ANY ONE OF THE KEY COMMITTEES SHALL ENGAGE IN DISCUSSION OF ANY MATTER INVOLVING A CONFLICT OF INTEREST TRANSACTION WITHOUT FIRST DISCLOSING THE CONFLICT AND OBTAINING THE APPROVAL OF THE MAJORITY OF THE BODY PRESENT. IN NO EVENT SHALL THE MEMBER CAST A VOTE FOR OR AGAINST ANY MATTER INVOLVING A CONFLICT OF INTEREST TRANSACTION. A CONFLICT OF INTEREST TRANSACTION IS ANY PROPOSED BUSINESS TRANSACTION WITH THE FOUNDATION IN WHICH: AS A RESULT OF THE TRANSACTION WITH THE FOUNDATION, A MEMBER WILL OR COULD GAIN OR LOSE PERSONAL FINANCIAL BENEFIT. THE MEMBER OR THE MEMBER'S IMMEDIATE FAMILY HAS AN OWNERSHIP INTEREST OR VOTING RIGHTS IN A BUSINESS ORGANIZATION DIRECTLY OR INDIRECTLY AFFECTED BY THE TRANSACTION. AN OWNERSHIP INTEREST IS DEFINED AS HOLDING AN OWNERSHIP INTEREST OF MORE THAN 1 PERCENT OF THE BUSINESS ORGANIZATION. A CONFLICT OF INTEREST SHALL NOT EXIST AS A RESULT OF THE NORMAL OPERATIONS OF THE MEMBER'S LOCAL BOARD/FOUNDATION FORM 990, PART VI, SECTION B, LINE 15A OREGON ASSOCIATION OF REALTORS A RELATED ORGANIZATION HAS A FORMAL COMPENSATION POLICY AS FOLLOWS: ALL COMPENSATION IS COMPARED AND MEASURED AGAINST INDEPENDENT 3RD PARTY SURVEY. THE CEO HAS AN EMPLOYMENT CONTRACT DETAILING THE AGREED COMPENSATION WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. OREGON REALTORS PO BOX 351 SALEM OR 973080351 930495706 ENHANCE MEMBERS INDIVIDUAL REAL ESTATE BUSINESSES OR 501(C)(6) N/A 0 OREGON REALTORS POLITICAL ACTION COMMITTEE PO BOX 351 SALEM OR 973080351 931242104 POLITICAL OR 527 OREGON REALTORS 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 OREGON ASSOCIATION OF REALTORS C 50330 CASH