2026-05-12T16:35:27-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 200104681 PHC 811 INC PHC8 5032611266 5312 NE 148TH 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 PORTLAND OR 97230 165334 0 X HTTPS://RELAYRESOURCES.ORG X 2003 OR PROVIDE HOUSING TO LOW-INCOME PERSONS WITH DISABILITIES, SO THAT THEY MAY LIVE INDEPENDENTLY. 7 7 0 0 0 0 67595 90805 68614 74454 318 75 0 0 136527 165334 0 0 0 0 0 0 0 0 0 221837 206965 221837 206965 -85310 -41631 1015453 968248 83083 77509 932370 890739 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 173005 74454 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. 173005 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 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 2.50 X X 0 0 0 ANITA RAMACHANDRAN VICE CHAIR 0.50 2.00 X X 0 0 0 THOMAS SIMPSON CHAIR 0.50 2.50 X X 0 0 0 SHANNON MARTIN SECRETARY 0.50 2.50 X X 0 0 0 MICHAEL HOLTON DIRECTOR 0.50 1.50 X 0 0 0 LAKSHMI BALASURBRAMANIAN DIRECTOR 0.50 2.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 0.50 2.50 X 0 0 0 KYMBREANNA ELLIOT DIRECTOR 0.50 1.50 X 0 0 0 XAVIER TISSIER DIRECTOR 0.50 2.00 X 0 0 0 SUHAIL KHAN DIRECTOR 0.50 1.50 X 0 0 0 DEEANN JURGENS CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 236172 18908 DR JENNIFER CAMOTA LUEBKE PRESIDENT/CEO 1.00 39.00 X 0 364737 6360 JULIE CODY TERM 6132025 VP OF HOUSING 1.00 39.00 X 0 198556 12202 WALLY TABLIT TERM 642025 CHIEF DISABILITY INCLUSION OFFICER 0.00 40.00 X 0 182114 4275 DEREK HUCK CONTROLLER 1.00 39.00 X 0 161299 15947 BOB HESTAND TERM 1112024 CHIEF INFORMATION OFFICER 0.00 40.00 X 0 215452 19098 LAURIE WINTHROP VICE PRESIDENT OF TALENT MANAGEMENT 0.00 40.00 X 0 161783 12626 LAURA HANSEN VP, BUSINESS TRANSFORMATION 0.00 40.00 X 0 157797 3156 0 1677910 92572 0 0 1 0 0 90805 90805 HOUSING/PROPERTY MGMT 531110 74454 74454 74454 75 75 165334 74454 0 75 X 14199 14199 1620 1620 15500 15500 76290 73242 3048 1083 1083 2767 2767 1213 1213 34306 34306 48115 48115 6908 6908 MATERIALS 3930 3930 0 0 APPLIANCES 907 907 0 0 CREDIT LOSS EXPENSE 127 127 0 0 206965 173005 33960 0 3053 25643 6114 3678 2034 2044 1697818 786135 959798 911683 44454 25200 1015453 968248 17834 7137 20 1854 65229 68518 83083 77509 X -635530 -677161 1567900 1567900 932370 890739 1015453 968248 -41631 0 X 0 1 X 1 1 1 X 69472 68535 63581 67595 90805 359988 69472 68535 63581 67595 90805 359988 359988 29 7 234 318 75 663 360651 322457 0.99820 0.99810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163860 163860 1488983 761137 727846 27673 11156 16517 17302 13842 3460 911683 REFUNDABLE SECURITY DEPOSITS 3833 RELATED PARTY PAYABLE 64685 68518 X 165334 0 165334 0 165334 206965 0 206965 0 206965 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, 2025 AND 2024. 0 0 0 0 0 0 0 0 0 DR JENNIFER CAMOTA LUEBKE PRESIDENT/CEO 0 364737 0 0 0 0 0 6360 0 0 0 371097 0 0 DEEANN JURGENS CHIEF FINANCIAL OFFICER 0 236172 0 0 0 0 0 10980 0 7928 0 255080 0 0 BOB HESTAND TERM 1112024 CHIEF INFORMATION OFFICER 0 215452 0 0 0 0 0 4049 0 15049 0 234550 0 0 JULIE CODY TERM 6132025 VP OF HOUSING 0 198556 0 0 0 0 0 10036 0 2166 0 210758 0 0 WALLY TABLIT TERM 642025 CHIEF DISABILITY INCLUSION OFFICER 0 182114 0 0 0 0 0 3704 0 571 0 186389 0 0 DEREK HUCK CONTROLLER 0 161299 0 0 0 0 0 7448 0 8499 0 177246 0 0 LAURIE WINTHROP VICE PRESIDENT OF TALENT MANAGEMENT 0 161783 0 0 0 0 0 4127 0 8499 0 174409 0 0 LAURA HANSEN VP, BUSINESS TRANSFORMATION 0 157797 0 0 0 0 0 3156 0 0 0 160953 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. 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 73,242. MANAGEMENT AND GENERAL EXPENSES 3,048. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,290. 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 RELAY SERVICES 5312 NE 148TH AVENUE PORTLAND OR 97230 992274200 TRAINING AND EMPLOYMENT FOR PEOPLE WITH DISABILITIES OR 501(C)(3) LINE 10 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