2024-08-14T16:38:12-05:00 2023-09-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-10-01 930559964 WILLIAM TEMPLE HOUSE WILL 5032263021 2023 NW HOYT PORTLAND OR 97209 GRAHAM R CRAFT EXECUTIVE DIRECTOR 5032263021 2024-08-13 1 1 SANG AHN P00540880 5032270581 2022 2024-08-08 14:25:15Z GRAHAM R CRAFT 2023 NW HOYT PORTLAND OR 97209 4689692 0 X WWW.WILLIAMTEMPLE.ORG X 1965 OR WILLIAM TEMPLE HOUSE PROVIDES FOOD, COUNSELING, CLOTHING AND HOUSEHOLD ITEMS TO PORTLAND-AREA NEIGHBORS TO STRENGTHEN OUR COMMUNITY. 13 13 38 229 0 0 3653049 3104058 28644 18195 226178 81509 114094 19049 4021965 3222811 1247310 1252161 0 0 1538215 1688040 0 0 259186 741019 840555 3526544 3780756 495421 -557945 4069968 4491185 1014840 813199 3055128 3677986 X WILLIAM TEMPLE HOUSE PROVIDES FOOD, COUNSELING, CLOTHING AND HOUSEHOLD ITEMS TO PORTLAND-AREA NEIGHBORS TO STRENGTHEN OUR COMMUNITY. 0 0 1694344 1245102 SOCIAL SERVICES - THE ORGANIZATION PROVIDES EMERGENCY SOCIAL SERVICES INCLUDING A HEALTHY FOOD PANTRY, HYGIENE ITEMS, UTILITY ASSISTANCE, AND SOCIAL SERVICES NAVIGATION. DURING THIS FISCAL YEAR, WE FED 13,665 FAMILIES COMPOSED OF 23,908 INDIVIDUALS, AND PROVIDED 921 CLIENTS WITH NAVIGATION SERVICES. WE ALSO PROVIDED 251 VOUCHERS TO OUR THRIFT STORE FOR ESSENTIAL NEEDS. 471520 9761 COUNSELING SERVICES - THE ORGANIZATION OFFERS AFFORDABLE PERSON-CENTERED AND TRAUMA-INFORMED COUNSELING TO OUR COMMUNITY WITH SUPPORT OF INTERN AND VOLUNTEER COUNSELORS. THESE COUNSELORS ARE EITHER LICENSED IN THE STATE OF OREGON OR UNDER THE DIRECT SUPERVISION OF A COUNSELOR WHO IS LICENSED IN THE STATE OF OREGON. WE PROVIDE EXCELLENT TRAINING AND SUPERVISION TO INTERNS TO SUPPORT THEIR PROFESSIONAL GROWTH THROUGH ONGOING CONSULTATION IN THE FORM OF WEEKLY GROUP SUPERVISION, INDIVIDUAL SUPERVISION, SESSION SHADOWING, AND WORKSHOP-STYLE SEMINARS. DURING THIS FISCAL YEAR, WE PROVIDED SERVICES TO 339 CLIENTS, INCLUDING 249 INDIVIDUALS, 100 FAMILIES/COUPLES, AND 42 INDIVIDUALS IN GROUP THERAPY.(CONTINUED ON SCHEDULE O)IN ADDITION TO THE AMOUNT OF PROGRAM COSTS SHOWN ABOVE, THERE IS AN ADDITIONAL AMOUNT OF $471,508 OF IN-KIND DONATED SERVICES WHICH ARE NOT INCLUDED UNDER IRS FORM 990 GUIDELINES. PLEASE REFER TO NOTE 13 IN OUR AUDITED FINANCIAL STATEMENTS. 838101 7059 13906 THRIFT STORE - THE ORGANIZATION OPERATES A THRIFT STORE IN THE PORTLAND METROPOLITAN AREA, THE NET EARNINGS OF WHICH SUPPORT DIRECT SERVICES TO COUNSELING AND SOCIAL SERVICES CLIENTS. THE STORE ALSO FUNCTIONS AS A CLOTHING AND HOUSEHOLD GOODS SUPPLY CENTER FOR SOCIAL SERVICE CLIENTS. DURING THE FISCAL YEAR ENDED 9/30/23, WE HAVE PROVIDED LOW COST CLOTHING AND/OR HOUSEHOLD ITEMS TO 57,872 PEOPLE. OUR AVERAGE SALE WAS $19.50. THRIFT STORE PROVIDED 25% OF TOTAL AGENCY REVENUES IN FY 2022-23. 3003965 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X GRAHAM R CRAFT 5032263021 2023 NW HOYT ST PORTLAND OR 97209 CAROLYN HOOPS EXECUTIVE DIRECTOR 40.00 X 140201 0 11288 LACEY EVANS PRESIDENT 1.00 X X 0 0 0 JEFFREY FELLOWS VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM BENNETTS TREASURER 1.00 X X 0 0 0 JUDY GIBSON SECRETARY 1.00 X X 0 0 0 NATHAN GRAVES PAST PRESIDENT 1.00 X X 0 0 0 JEFF LANG BOARD MEMBER 1.00 X 0 0 0 VINCE LECKIE BOARD MEMBER 1.00 X 0 0 0 JACQY LOPEZ BOARD MEMBER 1.00 X 0 0 0 CHRIS MEYER BOARD MEMBER 1.00 X 0 0 0 KADIDJA REA BOARD MEMBER 1.00 X 0 0 0 MONICA SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 LEE THOMAS BOARD MEMBER 1.00 X 0 0 0 REID VANDERBURGH BOARD MEMBER 1.00 X 0 0 0 DIANA AKIYAMA THE RT REV EO BOARD MEMBER 1.00 X 0 0 0 GRAHAM CRAFT EXECUTIVE DIRECTOR 40.00 X 0 0 0 140201 0 11288 1 0 1 0 KENNEDY RESTORATION 13909 NE AIRPORT WAY PORTLAND OR 97230 WATER DAMAGE MITIGATION 168205 1 42393 43281 3018384 2294453 3104058 COUNSELING SERVICES 624100 9761 9761 OTHER 900003 8434 8434 18195 89352 89352 346923 354766 -7843 -7843 -7843 0 42393 28788 -28788 -28788 1088799 1083327 5472 5472 EXTINGUISHMENT OF DEBT 900099 36400 36400 MISCELLANEOUS 900003 5965 5965 42365 3222811 23667 0 95086 1252161 1252161 138985 97268 27829 13888 1292535 902618 257462 132455 15170 11352 3545 273 129476 96893 30256 2327 111874 78125 22284 11465 7239 7239 18740 12663 4152 1925 10548 10548 220269 103598 61481 55190 69191 53377 7430 8384 317230 255913 53238 8079 31427 25210 6217 61831 40757 13280 7794 43685 28114 12140 3431 SUPPLIES 54136 42489 9220 2427 6259 3427 1832 1000 3780756 3003965 517605 259186 855380 136664 111500 23000 8533 0 64245 73240 76216 74575 1239904 679983 473034 559921 2481060 2930675 0 693110 4069968 4491185 175551 116105 839289 697094 1014840 813199 X 2636724 3415695 418404 262291 3055128 3677986 4069968 4491185 X -557945 341514 839289 X X 0 1 X 1 0 X 2020031 2767131 2760625 3653049 3104058 14304894 2020031 2767131 2760625 3653049 3104058 14304894 24235 14280659 73065 86368 70366 64039 89352 383190 5965 5965 3679 8040 6134 122518 36400 176771 14870820 147651 0.96030 0.94800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2481160 405939 146374 2740725 3244543 36404 -641139 158648 2481160 3042759 680816 479032 3244543 3045094 146395 148730 3042759 1232661 2636147 199089 1022803 3045094 0.93000 0.06710 0.00290 1 0 160725 160725 920903 569281 351622 93081 48583 44498 65195 62119 3076 559921 OPERATING LEASE RIGHT-OF-USE ASSETS 693110 693110 OPERATING LEASE LIABILITIES 697094 697094 X 4323596 341514 769819 1111333 3212263 10548 10548 3222811 4540027 769819 769819 3770208 10548 10548 3780756 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR LONG-TERM SUPPORT OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XII, LINE 2B: UNDER IRS FORM 990 GUIDELINES, IN-KIND GIFTS OF PROFESSIONAL SERVICES HAVE BEEN EXCLUDED FROM ALL OTHER EXPENSES AND TOTAL FUNCTIONAL EXPENSES. UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES OUR AUDITED FINANCIAL STATEMENTS RECORDS AN ADDITIONAL $753,165 OF PROFESSIONAL COUNSELING PROGRAM SERVICES THROUGH GIFTS-IN-KIND. AS A RESULT, THE PROGRAM SERVICES EXPENSE PERCENTAGE INCREASES TO 86.1%. PLEASE REFER TO NOTE 13 IN OUR AUDITED FINANCIAL STATEMENTS. LUNCHEON 42393 42393 334 7859 500 20095 42393 42393 334 7859 500 20095 28788 -28788 1 DIRECT ASSISTANCE 23908 1252161 FAIR MARKET VALUE BUS TICKETS, CLOTHING, FOOD PANTRY, HYGIENE ITEMS, HOUSEHOLD GOODS PART I, LINE 2: PROGRAMS HAVE WRITTEN GUIDELINES FOR PROVIDING ASSISTANCE. X X 0 0 0 0 0 0 0 0 0 CAROLYN HOOPS EXECUTIVE DIRECTOR 140201 0 0 0 0 0 2648 0 8640 0 151489 0 0 0 X 1080202 FAIR MARKET VALUE X 2 6731 FAIR MARKET VALUE X 516189 1166339 COST X HYGIENE ITEMS 18303 41181 COST 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS USED FOR SECURITIES. NUMBER OF POUNDS DONATED USED FOR FOOD INVENTORY AND HYGIENE ITEMS. PART I, LINE 33: THRIFT STORE SELLS DONATED GOODS. VALUE ESTIMATED TO BE EQUAL TO SALES PRICE WHEN SOLD. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. IF THE BOARD OF DIRECTORS HAS QUESTIONS, A MEETING IS HELD WITH THE BOARD, THE EXECUTIVE DIRECTOR, THE FINANCE DIRECTOR AND THE CPA FIRM TO ADDRESS COMMENTS OR QUESTIONS AND TO FINALIZE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY OFFICERS, DIRECTORS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ASC TOPIC 842 DEFERRED GAIN ADJUSTMENT 839,289. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.