2025-05-12T10:29:44-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 200104681 PHC 811 INC PHC8 5032611266 5312 NE 148TH PORTLAND OR 97230 JENNIFER CAMOTA LUEBKE PRESIDENT 5032611266 2025-05-09 1 1 DEBRA D SMITH CPA P00646873 7604318440 2025-05-09 2023 2025-03-06 01:10:19Z JENNIFER CAMOTA LUEBKE 5312 NE 148TH PORTLAND OR 97230 136527 0 X HTTPS://RELAYRESOURCES.ORG X 2003 OR PROVIDE HOUSING TO LOW-INCOME PERSONS WITH DISABILITIES, SO THAT THEY MAY LIVE INDEPENDENTLY. 8 8 0 10 0 0 63581 67595 62699 68614 234 318 0 0 126514 136527 0 0 0 0 0 0 0 0 0 169973 221837 169973 221837 -43459 -85310 1062898 1015453 45218 83083 1017680 932370 PHC 811, INC.'S PURPOSE IS TO PROVIDE DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. 0 0 170213 68614 THE ORGANIZATION HAS ACQUIRED AND DEVELOPED HALSEY TERRACE, A 16-UNIT PROJECT LOCATED IN PORTLAND, OREGON. THE ORGANIZATION OPERATES HALSEY TERRACE UNDER THE PROVISIONS OF SECTION 811 OF THE NATIONAL HOUSING ACT AND RECEIVED A CAPITAL ADVANCE FROM THE FEDERAL HOUSING ADMINISTRATION OF THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). HALSEY TERRACE PROVIDES HOUSING TO VERY LOW-INCOME PERSONS WITH DISABILITIES, SO THAT THEY MAY LIVE INDEPENDENTLY WITHIN THE COMMUNITY. 170213 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X DEREK HUCK CONTROLLER 5032611266 5312 NE 148TH PORTLAND OR 97230 MARGARET VAN VLIET CHAIR 0.50 1.50 X X 0 0 0 ANITA RAMACHANDRAN VICE CHAIR 0.50 1.50 X X 0 0 0 SHANNON MARTIN SECRETARY 0.50 1.50 X X 0 0 0 AARON MOSES DIRECTOR 0.50 1.50 X 0 0 0 XAVIER TISSIER DIRECTOR 0.50 1.50 X 0 0 0 THOMAS SIMPSON DIRECTOR 0.50 1.50 X 0 0 0 LAKSHMI BALASURBRAMANIAN DIRECTOR 0.50 1.50 X 0 0 0 ROBERT JOHNSON DIRECTOR 0.50 1.50 X 0 0 0 KATIE SCHNEIDER DIRECTOR 0.50 1.50 X 0 0 0 BLAKE BEANBLOSSOM DIRECTOR 0.50 1.50 X 0 0 0 DR JENNIFER CAMOTA LUEBKE PRESIDENT/CEO 1.00 39.00 X 0 118132 2389 DEEANN JURGENS CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 184307 17908 JULIE CODY VP OF HOUSING 1.00 39.00 X 0 182506 9125 CAMERON STEWART VP OF BUILDING SOLUTIONS 0.00 40.00 X 0 162886 16169 TIFFINI MUELLER VP OF PROGRAMS & COMMUNITY ENGAGEMENT 0.00 40.00 X 0 171974 16486 MONIQUE HUNER VP OF PEOPLE OPERATIONS 0.00 40.00 X 0 159737 11582 DEREK HUCK CONTROLLER 1.00 39.00 X 0 145039 15560 S NELSON DIRECTOR OF HOUSING PROPERTY MANAGEMENT 1.00 39.00 X 0 128534 14740 LAURIE WINTHROP VICE PRESIDENT OF TALENT MANAGEMENT 0.00 40.00 X 0 125115 9540 ALYSA ROSE - TERM 62323 FORMER PRESIDENT/CEO 1.00 39.00 X 0 153568 8006 0 1531798 121505 0 1 1 0 0 67595 67595 HOUSING/PROPERTY MGMT 531110 68614 68614 68614 318 318 136527 68614 0 318 X 14023 14023 6206 6206 20371 20371 77055 61579 15476 1754 1754 36902 36902 45309 45309 6856 6856 MATERIALS 7028 7028 BAD DEBTS 6333 6333 221837 170213 51624 0 5704 3053 5199 6114 2029 2034 1697818 738020 971569 959798 78397 44454 1062898 1015453 9524 17834 1938 20 33756 65229 45218 83083 X -550220 -635530 1567900 1567900 1017680 932370 1062898 1015453 -85310 0 X 0 1 X 1 1 1 X 61896 69472 68535 63581 67595 331079 61896 69472 68535 63581 67595 331079 331079 39 29 7 234 318 627 331706 314579 0.99810 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163860 163860 1488983 721431 767552 27673 6207 21466 17302 10382 6920 959798 REFUNDABLE SECURITY DEPOSITS 3675 RELATED PARTY PAYABLE 61554 65229 X 142629 6102 6102 136527 0 136527 227939 6102 6102 221837 0 221837 PART X, LINE 2: THE ORGANIZATION RECOGNIZES A LIABILITY FOR UNRECOGNIZED TAX BENEFITS WHEN FACTS AND CIRCUMSTANCES INDICATE THAT AN UNCERTAIN TAX POSITION IS MORE LIKELY THAN NOT TO BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION. THERE WERE NO UNRECOGNIZED INCOME TAX BENEFITS, NOR ANY INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS, ACCRUED OR EXPENSED AS OF AND FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. 1 0 0 0 0 0 0 0 0 DEEANN JURGENS CHIEF FINANCIAL OFFICER 0 184307 0 0 0 0 0 9891 0 8017 0 202215 0 0 JULIE CODY VP OF HOUSING 0 182506 0 0 0 0 0 9125 0 0 0 191631 0 0 TIFFINI MUELLER VP OF PROGRAMS & COMMUNITY ENGAGEMEN 0 171974 0 0 0 0 0 8203 0 8283 0 188460 0 0 CAMERON STEWART VP OF BUILDING SOLUTIONS 0 162886 0 0 0 0 0 8153 0 8016 0 179055 0 0 MONIQUE HUNER VP OF PEOPLE OPERATIONS 0 105898 0 0 0 53839 0 5777 0 5805 0 171319 0 0 ALYSA ROSE - TERM 62323 FORMER PRESIDENT/CEO 0 153568 0 0 0 0 0 7750 0 256 0 161574 0 0 DEREK HUCK CONTROLLER 0 145039 0 0 0 0 0 7272 0 8288 0 160599 0 0 PART I, LINE 3 RELAY RESOURCES, A RELATED ORGANIZATION, HAS A BOARD AUTHORIZED COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF RELAY RESOURCES AS CONSIDERED NECESSARY BY THE RELAY RESOURCES BOARD OF DIRECTORS. PLEASE NOTE PHC 811,INC DOES NOT PAY THE EXECUTIVE DIRECTOR'S COMPENSATION; IT IS PAID BY RELAY RESOURCES. THERE IS NO ALLOCATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION TO PHC 811, INC. PART I, LINE 4A MONIQUE HUNTER RECEIVED SEVERANCE COMPENSATION OF $53,839. FORM 990, PART VI, SECTION A, LINE 3 OPERATIONS ARE MANAGED BY RELATED ORGANIZATION, RELAY RESOURCES. BOARD MEMBERS ARE SHARED BETWEEN THE FILING ORGANIZATION AND RELAY RESOURCES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY THROUGH ANNUAL DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 RELAY RESOURCES, A RELATED ORGANIZATION, HAS A BOARD AUTHORIZED COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF RELAY RESOURCES AS CONSIDERED NECESSARY BY THE RELAY RESOURCES BOARD OF DIRECTORS. PLEASE NOTE PHC 811,INC DOES NOT PAY THE EXECUTIVE DIRECTOR'S COMPENSATION; IT IS PAID BY RELAY RESOURCES. THERE IS NO ALLOCATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION TO PHC 811, INC. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST FROM THE ORGANIZATION. FINANCIAL INFORMATION IS ALSO AVAILABLE FROM THE OREGON DEPARTMENT OF JUSTICE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,956. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,956. TENANT SCREENING SERVICES: PROGRAM SERVICE EXPENSES 176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 61,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,403. ASSET MANAGEMENT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,520. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,520. RELAY RESOURCES 5312 NE 148TH AVENUE PORTLAND OR 97230 930468214 TRAINING AND EMPLOYMENT FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 10 N/A 0 RELAY RESOURCES ENTERPRISES 5312 NE 148TH AVENUE PORTLAND OR 97230 811678140 TRAINING AND EMPLOYMENT FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 12A, I RELAY RESOURCES 1 PIONEER ABODES 5312 NE 148TH AVENUE PORTLAND OR 97230 300191594 HOUSING AND SERVICES FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 7 RELAY RESOURCES 1 TRILLIUM EQUITY LIMITED PARTNERSHIP 5312 NE 148TH AVENUE PORTLAND OR 97230 931257778 HUD SECTION 8 LOW-INCOME HOUSING OR N/A 0 0 AIRPORT WAY SOLAR CORPORATION 5312 NE 148TH AVENUE PORTLAND OR 97230 261658767 SOLAR POWER GENERATION OR N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0