2023-09-21T10:54:23-05:00 2022-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-01-01 931073746 RURAL DEVELOPMENT INITIATIVES INC RURA 4582158396 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 HEIDI KHOKHAR EXECUTIVE DIRECTOR 4582158396 2023-09-21 HEIDI KHOKHAR 999009999 0 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEIDI KHOKHAR 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 1746077 0 X WWW.RDIINC.ORG X 1991 OR RDI DEVELOPS NETWORKS OF RURAL LEADERS, REVITALIZES RURAL ECONOMIES, AND ELEVATES RURAL PRIORITIES. 11 11 17 75 0 0 1431989 1563920 149730 175951 1508 1473 931 4638 1584158 1745982 85500 5000 0 0 880607 1046450 0 0 43938 575322 601250 1541429 1652700 42729 93282 1425815 1629041 73378 183322 1352437 1445719 RDI STRENGTHENS RURAL PEOPLE, PLACES, AND ECONOMIES IN THE PACIFIC NORTHWEST. 0 0 757477 84888 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. 384762 5000 10196 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 THAT BENEFITS RURAL COMMUNITIES. OUR WORK RESULTS IN PIPELINES OF ENGAGED AND SKILLED LOCAL LEADERS WHO ARE BETTER PREPARED TO WORK TOGETHER AND ACROSS DIFFERENCES TO ADDRESS COMPLEX CHALLENGES AND BUILD COMMUNITY. 270403 80867 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 MORE RURAL FUNDING SOURCES AND INVESTMENTS. 1412642 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 17 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 KAREN PORTER 4582158396 91017 SOUTH WILLAMETTE STREET COBURG OR 97408 AMY CALLAHAN-TRACEWELL CHAIR 2.00 X X 0 0 0 JUAN BARRAZA VICE CHAIR 1.00 X X 0 0 0 TAYLOR SARMAN SECRETARY 1.00 X X 0 0 0 KATIE SHEFFIELD TREASURER 1.00 X X 0 0 0 MIKE MCLAUGHLIN PAST CHAIR 1.00 X X 0 0 0 CHRIS CUMMINGS DIRECTOR 1.00 X 0 0 0 IVORY W LYLES DIRECTOR 1.00 X 0 0 0 JERRY MILLER DIRECTOR 1.00 X 0 0 0 CHERYL MORGAN DIRECTOR 1.00 X 0 0 0 MALLORIE ROBERTS DIRECTOR 1.00 X 0 0 0 DEB SMITH DIRECTOR 1.00 X 0 0 0 DANAE VALDEZ DIRECTOR 1.00 X 0 0 0 HEIDI KHOKHAR EXECUTIVE DIRECTOR 36.00 X 140356 0 4911 DHENUKA HOFFMAN FINANCE DIRECTOR (THRU 6/2022) 30.00 X 58610 0 1783 JENNIFER MAGUIRE FINANCE DIRECTOR (STARTING 4/2022) 36.00 X 50398 0 4200 249364 0 10894 1 0 0 0 0 435162 1128758 1563920 OTHER CONTRACTS 611430 105976 105976 WORKSHOP FEES 611430 69975 69975 175951 1473 1473 120 95 25 25 OTHER 900099 4613 4613 4613 1745982 175951 0 6111 X 5000 5000 260258 145370 105871 9017 621580 572365 25722 23493 15203 13008 1665 530 53885 47252 4530 2103 95524 78153 13841 3530 76 76 21740 21740 342112 340842 1270 8995 6189 2806 12710 10256 1854 600 41227 5495 35732 29065 5609 23456 73943 60822 11585 1536 43550 41420 2130 3118 3118 6699 6699 CURRICULUM MATERIALS 13388 13038 278 72 MISCELLANEOUS EXP 3510 3471 39 STAFF DEVELOPMENT 1117 192 805 120 ALLOC. OF SHARED COSTS 0 64160 -67058 2898 1652700 1412642 196120 43938 92696 518527 651006 469608 644825 563352 12452 42655 13535 16263 59694 51811 11301 7883 0 10753 1425815 1629041 69122 150068 4256 21301 0 11953 73378 183322 X 489698 499929 862739 945790 1352437 1445719 1425815 1629041 93282 0 X 0 1 X 1 0 X 1195675 2624488 1204033 1431989 1563920 8020105 1195675 2624488 1204033 1431989 1563920 8020105 4014211 4005894 3768 4773 4088 1508 1473 15610 2082 2082 1455 1637 808 931 4613 9444 8047241 506144 0.49780 0.46760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,455. 2019 AMOUNT: $ 1,637. 2020 AMOUNT: $ 808. 2021 AMOUNT: $ 931. 2022 AMOUNT: $ 4,613. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460 460 1652240 1652700 232635 58159 0 0 226491 240855 226032 232635 926013 1389020 1054 6673 1081 460 9268 56623 60214 56508 58159 231504 347256 6673 6673 59694 51811 7883 7883 LEASE LIABILITIES - OPERATING LEASES 11953 11953 1745982 0 1745982 0 1745982 1652700 0 1652700 0 1652700 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 340,842. MANAGEMENT AND GENERAL EXPENSES 1,270. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 342,112.