2025-05-06T15:27:51-05:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 931297104 ALBERTINA KERR CENTERS FOUNDATION ALBE 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CHIEF EXECUTIVE OFFICER 5032398101 2025-04-29 1 1 ROBERT M PRILL P00236613 5032205900 2023 2025-03-06 01:10:19Z ALLISON STARK 424 NE 22ND AVENUE PORTLAND OR 97232 3502985 0 X N/A X 2000 OR TO PROVIDE SUPPORT FOR THE PROGRAMS AND ACTIVITIES OF ALBERTINA KERR CENTERS. 6 5 0 5 0 0 53413 74403 0 0 170950 555645 0 0 224363 630048 377870 389387 0 0 0 0 0 0 0 11443 46489 389313 435876 -164950 194172 10534819 11649616 78255 0 10456564 11649616 THE FOUNDATION RAISES CONTRIBUTIONS AND GRANTS AND MANAGES INVESTMENTS ON BEHALF OF ALBERTINA KERR CENTERS, AN INDEPENDENT SELF-GOVERNING TAX-EXEMPT ORGANIZATION. 0 0 389387 389387 DURING THE FISCAL YEAR 2024, THE FOUNDATION MADE GRANTS OF $389,387 TO ALBERTINA KERR CENTERS.EVERY DAY, ALBERTINA KERR CENTERS HELPS CHILDREN, ADULTS, AND FAMILIES IN OREGON WHO FACE MENTAL HEALTH CHALLENGES AND DEVELOPMENTAL DISABILITIES, EMPOWERING THEM TO LEAD FULLER, SELF-DETERMINEDLIVES. PRIVATE DONATIONS AND COMMUNITY SUPPORT MAKE THIS VITAL WORK POSSIBLE. 389387 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X X KEVIN MCADAMS 5032398101 424 NE 22ND AVENUE PORTLAND OR 97232 ALLISON STARK CEO 1.00 40.00 X X 0 307738 22169 AARON CILEK CHAIR 1.00 X X 0 0 0 PAUL LITWINCZUK TRUSTEE 1.00 X 0 0 0 MELISSA MAY TRUSTEE 1.00 X 0 0 0 KEITH MEYERS TRUSTEE 1.00 X 0 0 0 SARAH ROBINSON TRUSTEE 1.00 X 0 0 0 0 307738 22169 0 0 1 0 0 74403 74403 261614 261614 3166968 2872937 294031 294031 294031 630048 0 0 555645 389387 389387 45295 45295 1194 1194 435876 389387 46489 0 39082 741 178421 178421 0 0 10227327 11391924 268410 256951 10534819 11649616 78255 78255 0 X 7062302 7896959 3394262 3752657 10456564 11649616 10534819 11649616 X 194172 976689 22191 X X 0 1 X 1 0 X X 1 ALBERTINA KERR CENTERS 930386780 7 1 389387 0 1 389387 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10403055 74204 1508067 389387 11595939 9594365 469603 1136957 377870 10823055 11343858 22000 -1423454 348049 9594355 9443127 13407 2222243 334919 11343858 9300983 183432 299950 341238 9443127 0.67567 0.20268 0.12165 1 0 133134 133134 0 8675 8675 0 36612 36612 0 0 X PART V, LINE 4: THE FOUNDATION HOLDS THREE ENDOWMENT FUNDS. ONE IS A GENERAL ENDOWMENT, WHICH IS USED ALONG WITH THE QUASI-ENDOWMENT TO PROVIDE UNRESTRICTED FUNDING TO ALBERTINA KERR CENTERS ON AN ANNUAL BASIS. THE SECOND IS A RESTRICTED ENDOWMENT THAT ISUSED TO FUND CHILDREN'S PROGRAMS AT KERR. THE THIRD IS A RESTRICTED ENDOWMENT TO FUND THE ONGOING MAINTENANCE NEEDS OF THE OLD KERR NURSERY, A KERR-OWNED BUILDING ON THE NATIONAL HISTORIC REGISTRY, THAT IS USED FOR ADMINISTRATION. PART X, LINE 2: MANAGEMENT BELEIVES THERE ARE NO UNCERTAIN TAX POSITIONS. 1 ALBERTINA KERR CENTERS 424 NE 22ND AVENUE PORTLAND OR 97232 930386780 501(C)(3) 389387 0 OPERATING SUPPORT PART I, LINE 2: THE FOUNDATION PROVIDES GRANTS TO ALBERTINA KERR CENTERS. ALBERTINA KERR CENTERS PROVIDES SERVICES TO CHILDREN WITH MENTAL HEALTH CHALLENGES AND PEOPLE WITH DEVELOPMENTAL DISABILITIES. ALL OF THE ORGANIZATION'S SERVICES ARE PROVIDED EXCLUSIVELY IN OREGON. IN FISCAL YEAR 2024, GRANTS TO ALBERTINA KERR CENTERS, WERE LIMITED TO THE APPROPRIATION OF ENDOWMENT EARNINGS, WHICH WAS APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES. THE CEO AND CFO OF ALBETINA KERR CENTERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 ALLISON STARK CEO 0 307738 0 0 0 0 0 13200 0 8969 0 329907 0 0 SCHEDULE J, PART I, LINE 3 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ALBERTINA KERR CENTERS ASSESSES THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND RECOMMENDS ANY COMPENSATION ADJUSTMENTS TO THE BOARD OF DIRECTORS OF ALBERTINA KERR CENTERS FOR APPROVAL. IN ADDITION TO SPECIFIC PERFORMANCE CONSIDERATIONS, THE EXECUTIVE COMMITTEE OF ALBERTINA KERR CENTERS USES COMPARATIVE DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR INSTITUTIONS, TO INFORM ITS RECOMMENDATION OF COMPENSATION ADJUSTMENTS. THE EXECUTIVE COMMITTEE OF ALBERTINA KERR CENTERS IS COMPRISED OF INDEPENDENT BOARD MEMBERS WHO SERVE IN VARIOUS OFFICER ROLES. ALBERTINA KERR CENTERS MAINTAINS DOCUMENTATION OF SUCH DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B ONCE OUR INDEPENDENT CPA FIRM PREPARES THE DRAFT 990 RETURN, IT IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. IT IS THEN REVIEWED BY THE FINANCE, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF ALBERTINA KERR CENTERS FOR APPROVAL AND DISTRIBUTION TO THE FULL BOARDS OF BOTH ALBERTINA KERR CENTERS AND ALBERTINA KERR CENTERS FOUNDATION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A RELATED PARTY QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER ON AN ANNUAL BASIS, WHICH REQUIRES THEM TO DISCLOSE ANY DIRECT OR INDIRECT INTERESTS IN BUSINESS TRANSACTIONS THAT THEY OR ANY RELATED PARTY HAVE WITH THE ORGANIZATION. THESE IDENTIFY POTENTIAL CONFLICTS OF INTEREST WHICH ARE THEN MONITORED AND ENFORCED WHEN NECESSARY. WHEN VOTING ACTIONS OCCUR IN BOARD MEETINGS, ANY PERSONS KNOWN TO HAVE A CONFLICT OF INTEREST IS EXCUSED FROM THE MEETING UNTIL THE VOTE IS COMPLETED AND SUCH EXCUSALS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF FUNDS HELD AT OCF 22,191. FORM 990, PART XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEE OF ALBERTINA KERR CENTERS CONDUCTED A REQUEST FOR PROPOSAL PROCESS DURING THE YEAR ENDED JUNE 30,2024, AND SELECTED A NEW INDEPENDENT AUDITOR. ALBERTINA KERR CENTERS 424 NE 22ND AVENUE PORTLAND OR 97232 930386780 SOCIAL SERVICES OR 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0