2026-05-12T16:32:30-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 930468214 RELAY RESOURCES RELA 5032611266 5312 NE 148TH AVE PORTLAND OR 97230 JENNIFER CAMOTA LUEBKE PRESIDENT 5032611266 2026-05-11 1 0 DEBRA D SMITH CPA P00646873 7604318440 2026-05-06 2024 2025-03-06 01:10:19Z JENNIFER CAMOTA LUEBKE 5312 NE 148TH AVE PORTLAND OR 97230 72916056 0 X WWW.RELAYRESOURCES.ORG X 1951 OR WE TRANSFORM WORKPLACES AND COMMUNITIES BY CHAMPIONING DISABILITY INCLUSION. 9 9 1096 10 500 0 1411769 427145 57756491 63365049 1543925 6594654 160041 160877 60872226 70547725 0 0 0 0 41844690 46286986 15000 0 0 22060278 26106819 63919968 72393805 -3047742 -1846080 72303607 70373020 13882017 13823271 58421590 56549749 WE TRANSFORM WORKPLACES AND COMMUNITIES BY CHAMPIONING DISABILITY INCLUSION. 0 0 47257188 52868388 PROVIDES ON THE JOB TRAINING AND EMPLOYMENT IN JANITORIAL, LANDSCAPING, MAINTENANCE & REPAIR, CLERICAL, SUPPLY CHAIN AND PRODUCTION SERVICES. 12108248 10496661 AFFORDABLE HOUSING PROGRAM: ACQUIRE, DEVELOP, CONSTRUCT, OWN AND OPERATE AFFORDABLE HOUSING THAT IS AVAILABLE TO EMPLOYEES AND OTHERS WITH LIMITED INCOMES AND/OR SPECIAL NEEDS. 59365436 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 151 0 1096 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 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 AVENUE PORTLAND OR 97230 MARGARET VAN VLIET CHAIR 1.00 2.00 X X 0 0 0 THOMAS SIMPSON CHAIR 1.00 2.00 X X 0 0 0 ANITA RAMACHANDRAN VICE CHAIR 1.00 1.50 X X 0 0 0 SHANNON MARTIN SECRETARY 1.00 2.00 X X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL HOLTON DIRECTOR 1.00 1.00 X 0 0 0 KYMBREANNA ELLIOT DIRECTOR 1.00 1.00 X 0 0 0 XAVIER TISSIER DIRECTOR 1.00 1.50 X 0 0 0 LAKSHMI BALASURBRAMANIAN DIRECTOR 1.00 1.50 X 0 0 0 SUHAIL KHAN DIRECTOR 1.00 1.00 X 0 0 0 DR JENNIFER CAMOTA LUEBKE PRESIDENT/CEO 32.00 8.00 X 364737 0 6360 DEEANN JURGENS CHIEF FINANCIAL OFFICER 32.00 8.00 X 236172 0 18908 JULIE CODY - TERM 6132025 VP OF HOUSING 38.00 2.00 X 198556 0 12202 LAURIE WINTHROP VP OF TALENT MANAGEMENT 34.00 6.00 X 161783 0 12626 LAURA HANSEN VP, BUSINESS TRANSFORMATION 34.00 6.00 X 157797 0 3156 WALLY TABLIT - TERM 642025 CHIEF DISABILITY INCLUSION OFFICER 34.00 6.00 X 182114 0 4275 DEREK HUCK CONTROLLER 34.00 6.00 X 161299 0 15947 BOB HESTAND - TERM 1112024 CHIEF INFORMATION OFFICER 35.00 5.00 X 215452 0 19098 1677910 0 92572 22 0 1 0 MARIO ALBERTO MEDINA 818 SW 3RD AVE 107 PORTLAND OR 97204 BUILDING SERVICES 887760 PEOPLE OPTIMIZE PARTNERS 9017 SE FULLER ROAD HAPPY VALLEY OR 97086 HR SUPPORT 337688 CALVIN C KYLES 4187 SW 174 AVE BEAVERTON OR 97078 BUILDING MAINTENANCE 178270 TEAM ELECTRIC COMPANY 9400 SE CLACKAMAS ROAD CLACKAMAS OR 97015 ELECTRICAL CONTRACTOR 151087 TALON PROTECTION GROUP LLC PO BOX 22304 PORTLAND OR 97269 SECURITY 131964 7 427145 427145 SERVICE/SALE CONTRACTS 624310 52495665 52495665 HOUSING/PROPERTY MANAGEMENT 531110 10496661 10496661 OTHER PROGRAM REVENUE 624310 222443 222443 RELATED ENTITY MANAGEMENT FEES 900099 150280 150280 63365049 114093 114093 160877 0 160877 160877 500 160377 8848892 2368331 6480561 6480561 6480561 70547725 63365049 500 6755031 X 978001 338308 639693 34914832 30086468 4828364 1177178 1029875 147303 6087126 5541048 546078 3129849 2506878 622971 695043 695043 316476 173952 142524 137917 35204 102713 30000 30000 4526 4526 7703017 5157639 2545378 94257 31326 62931 565360 350289 215071 844219 161184 683035 3422444 2436085 986359 709591 523833 185758 151847 151847 3680288 3189944 490344 597300 495925 101375 MATERIALS 4579921 4579921 0 HOUSING ADMIN 1866176 1537749 328427 EQUIPMENT 362425 314679 47746 ALL OTHER EXPENSES 342284 176901 165383 3728 3185 543 72393805 59365436 13028369 0 6662312 11030247 7177319 7138785 2247723 0 548951 563939 731944 680710 84763261 34801022 54281177 49962239 654181 997100 72303607 70373020 5140254 5021847 267524 234803 8355912 8497729 118327 68892 13882017 13823271 X 58307590 56435749 114000 114000 58421590 56549749 72303607 70373020 X -1846080 -27462 1701 X 0 1 X 1 0 X 18745 21446 91413 1411769 427145 1970518 45530247 52104284 54693850 57756491 63365049 273449921 45548992 52125730 54785263 59168260 63792194 275420439 0 24899206 29838053 33118913 35119229 39502816 162478217 24899206 29838053 33118913 35119229 39502816 162478217 112942222 315926 162738 290710 347673 274470 1391517 315926 162738 290710 347673 274470 1391517 500 500 500 500 500 2500 45865418 52288968 55076473 59516433 64067164 276814456 0.40800 0.42010 0.00500 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30000 30000 72363805 72393805 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 30000 30000 30000 30000 120000 250000 250000 250000 250000 1000000 1500000 9841762 9841762 65717150 29780053 35937097 3683694 1405210 2278484 4813394 3615759 1197635 707261 707261 49962239 COMMERCIAL SECURITY DEPOSIT 7483 DUE TO RELATED ENTITY 61409 68892 X 71092617 -27462 9811 719249 701598 70391019 4526 152180 156706 70547725 73269533 9811 1022623 1032434 72237099 4526 152180 156706 72393805 PART X, LINE 2: RELAY RESOURCES AND ENTERPRISES RECOGNIZE THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. RELAY RESOURCES AND ENTERPRISES RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN MANAGEMENT AND GENERAL EXPENSES. DURING THE YEAR ENDED JUNE 30, 2025 AND 2023, THE ORGANIZATION RECOGNIZED NO INTEREST AND PENALTIES AND THERE WERE NO UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION TAX RETURN IN THE U.S. FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES PER AUDITED FINANCIAL STATEMENTS 719,249. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES PER AUDITED FINANCIAL STATEMENTS 151,680. CHARITABLE CONTRIBUTION 500. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES PER AUDITED FINANCIAL STATEMENTS 1,024,324. BAD DEBT RECOVERY -30. INTERCO ASSET MANAGEMENT FEE -1,648. INTERCO SUPPLIES -23. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES PER AUDITED FINANCIAL STATEMENTS 151,680. CHARITABLE CONTRIBUTION 500. X X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 DR JENNIFER CAMOTA LUEBKE PRESIDENT/CEO 364737 0 0 0 0 0 6360 0 0 0 371097 0 0 0 DEEANN JURGENS CHIEF FINANCIAL OFFICER 236172 0 0 0 0 0 10980 0 7928 0 255080 0 0 0 BOB HESTAND - TERM 1112024 CHIEF INFORMATION OFFICER 215452 0 0 0 0 0 4049 0 15049 0 234550 0 0 0 JULIE CODY - TERM 6132025 VP OF HOUSING 198556 0 0 0 0 0 10036 0 2166 0 210758 0 0 0 WALLY TABLIT - TERM 642025 CHIEF DISABILITY INCLUSION OFFICER 182114 0 0 0 0 0 3704 0 571 0 186389 0 0 0 DEREK HUCK CONTROLLER 161299 0 0 0 0 0 7448 0 8499 0 177246 0 0 0 LAURIE WINTHROP VP OF TALENT MANAGEMENT 161783 0 0 0 0 0 4127 0 8499 0 174409 0 0 0 LAURA HANSEN VP, BUSINESS TRANSFORMATION 157797 0 0 0 0 0 3156 0 0 0 160953 0 0 0 PART I, LINE 1A FIRST-CLASS TRAVEL ON LIMITED OCCASIONS FOR CROSS COUNTRY TRAVEL AND GROSS UP PAYMENT FOR RELOCATION PAYMENT. FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED THE BYLAWS TO MAKE ADMINISTRATIVE AND GOVERNANCE UPDATES. THE AMENDMENTS DID NOT CHANGE THE ORGANIZATION'S EXEMPT PURPOSE, MISSION, OR CORE ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE CONTROLLER, FORM 990 IS PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD FOR REVIEW AND QUESTIONS. THE FINAL VERSION IS EMAILED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS CONSISTENTLY MONITORED BY REQUIRING ANNUAL STATEMENTS FROM ALL BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, AND SUPERVISORS. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO RELAY RESOURCES. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF RELAY RESOURCES AND THE ADVANCEMENT OF ITS PURPOSE. THE BOARD CHAIR, IN CONSULTATION WITH THE CHIEF EXECUTIVE OFFICER, IS AUTHORIZED TO MODIFY THE DISCLOSURE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED (2) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION (3) A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS AND (4) THE BOARD, OR DULY CONSTITUTED COMMITTEE THEREOF, HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IS MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD CHAIR, OR A DULY CONSTITUTED COMMITTEE OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS ARE MADE TO THE BOARD CHAIR (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE CHAIR), WHO SHALL BRING THESE MATTERS TO THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO GOALS, SUCCESSION PLAN, PERFORMANCE AND COMPENSATION. COMPENSATION CHANGES ARE RECOMMENDED BY THE COMMITTEE TO THE FULL BOARD. THE BOARD OF DIRECTORS VOTES ON THE COMMITTEE'S RECOMMENDATION. THE OTHER OFFICER (CFO) AND KEY EMPLOYEE (VICE PRESIDENT) POSITIONS ARE REVIEWED FOR PERFORMANCE AND COMPENSATION BY THE CEO. ALL OTHER POSITIONS ARE REVIEWED FOR PERFORMANCE AND COMPENSATION BY VARIOUS LEVELS OF MANAGEMENT, INCLUDING THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EMPLOYMENT SERVICES: PROGRAM SERVICE EXPENSES 1,731,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,731,623. AFFORDABLE HOUSING: PROGRAM SERVICE EXPENSES 3,426,016. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,426,016. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,545,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,545,378. FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 30. INTERCO ASSET MANAGEMENT FEE 1,648. INTERCO SUPPLIES 23. INDEPENDENCE HOUSING I LLC 5312 NE 148TH AVENUE PORTLAND OR 97230 931257794 LOW-INCOME HOUSING OR 3154285 9820194 RELAY RESOURCES INDEPENDENCE HOUSING II LLC 5312 NE 148TH AVENUE PORTLAND OR 97230 931303747 AFFORDABLE HOUSING OR 12399476 35944720 RELAY RESOURCES TRILLIUM EQUITY LIMITED PARTNERSHIP 5312 NE 148TH AVENUE PORTLAND OR 97230 931257778 HUD SECTION 8 LOW-INCOME HOUSING OR INDEPENDENCE HOUSING I LLC RELAY LIFT I LLC 5312 NE 148TH AVENUE PORTLAND OR 97230 832142083 MULTI-FAMILY AFFORDABLE HOUSING OR 1292965 10855384 RELAY RESOURCES RELAY RESOURCES ENTERPRISES 5312 NE 148TH AVENUE PORTLAND OR 97230 811678140 TRAINING & EMPLOYMENT FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 12A, I RELAY RESOURCES 1 PHC 811 INC 5312 NE 148TH AVENUE PORTLAND OR 97230 200104681 HUD 811 HOUSING OR 501(C)(3) LINE 7 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 RELAY SERVICES 5312 NE 148TH AVENUE PORTLAND OR 97230 992274200 TRAINING & EMPLOYMENT FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 10 RELAY RESOURCES 1 AIRPORT WAY SOLAR CORPORATION 5312 NE 148TH AVENUE PORTLAND OR 97230 261658767 SOLAR POWER GENERATION OR RELAY RESOURCES C 9677 187915 1.00000 1 1 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 AIRPORT WAY SOLAR CORPORATION R 125905 FMV AIRPORT WAY SOLAR CORPORATION A 500 FMV RELAY RESOURCES ENTERPRISES C 400000 FMV