2026-05-14T11:32:23-05:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-07-01 930685734 NEW NARRATIVE NEWN 5037263706 8915 SW CENTER STREET TIGARD OR 97223 JANELLE KENT VP OF FINANCE 5037263706 2026-05-12 1 1 JENNIFER PERRIER P01321794 5032205900 2026-04-30 2024 2025-03-06 01:10:19Z JANELLE KENT 8915 SW CENTER STREET TIGARD OR 97223 43266646 0 X NEWNARRATIVEPDX.ORG X 1977 OR CLINICAL AND PEER-BASED MENTAL HEALTHCARE, HOUSING, RESIDENTIAL TREATMENT AND TRANSITIONAL HOUSING 7 7 487 200 0 0 19879513 21116545 12089093 14634492 47929 743263 3159482 3104340 35176017 39598640 17250 0 0 0 22553464 26340232 0 0 579651 10452808 12533433 33023522 38873665 2152495 724975 38174431 38399483 25794881 25809379 12379550 12590104 X FROM CLINICAL CARE AND PEER SUPPORT PROGRAMS TO HOUSING, WE PROVIDE RESOURCES SO PEOPLE SEEKING MENTAL HEALTH CARE CAN DEVELOP THE TOOLS TO THRIVE, NOT JUST SURVIVE. 0 0 11609567 6786776 RESIDENTIAL TREATMENT - LIVE-IN, SHORT-TERM PROGRAM THAT ALLOWS INDIVIDUALS TO PURSUE THERAPEUTIC GOALS IN A HOME-LIVE SETTING 8265462 4952512 CLINICAL SERVICES - OUTPATIENT SERVICES WITH PERSONALIZED TREATMENT PLANS THAT MAY INCLUDE SKILLS TRAINING, INDIVIDUAL AND GROUP THERAPIES, AND MEDICATION MANAGEMENT, AS WELL AS SUPPORT FOR RESIDENTIAL TREATMENT. 2445691 1467411 PEER SERVICES - PEER-TO-PEER PROGRAMS AND SUPPORTS THAT BUILD VOCATIONAL AND SOCIAL SKILLS, SET AND PURSUE WELLNESS GOALS, AND GROW CONNECTIONS WITH A COMMUNITY. 8678137 5135938 AUXILIARY SERVICES - SERVICES THAT SUPPORT IMPROVED PROGRAM DELIVERY. 8678137 5135938 30998857 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 105 0 1 487 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 OR X JANELLE KENT 5037263752 8915 SW CENTER STREET TIGARD OR 97223 JAMEY MCDONALD BOARD CHAIR/PRESIDENT 1.00 X X 0 0 0 KASCADARE KAS CAUSEYA SECRETARY 1.00 X X 0 0 0 LYNN BOOSE BOARD MEMBER 1.00 X 0 0 0 AMBER ONTIVEROS BOARD MEMBER 1.00 X 0 0 0 AL ROQUE BOARD MEMBER 1.00 X 0 0 0 MICHELLE WADDELL VICE CHAIR 1.00 X X 0 0 0 JAHED SUKHUN BOARD MEMBER 1.00 X 0 0 0 JULIE IBRAHIM CHIEF EXECUTIVE OFFICER 40.00 X 213450 0 14545 JANELLE KENT VICE PRESIDENT OF FINANCE 40.00 3.00 X 147446 0 13086 LAFREDA CEASER VICE PRESIDENT OF EQUITY C 40.00 X 162449 0 9457 ELIZABETH COOKE VICE PRESIDENT OF DEVELOPM 40.00 X 165701 0 13421 LINDSAY DOWNEN VICE PRESIDENT OF QUALITY 40.00 X 171817 0 6949 IRIS SEXTON VICE PRESIDENT OF RESIDENT 40.00 X 123488 0 15910 HAVEN TAYLOR VICE PRESIDENT OF PEER SER 40.00 X 123378 0 14313 TYLR WAGNER ASSOCIATE MEDICAL DIRECTOR 40.00 X 244384 0 15507 ROBERT GRIMM PHARMACIST IN CHARGE 40.00 X 172892 0 13178 WILLIAM ALLEN VP OF OPERATIONS 40.00 X 143626 0 12903 1668631 0 129269 12 0 1 0 ERNEST LANDSCAPE MAINTENANCE 3105 SE CORNUTT ST HILLSBORO OR 97123 PROFESSIONAL LANDSCAPING 172658 PILINA INC 1355 NW EVERETT SUITE 100 PORTLAND OR 97209 RENT SUBSIDIES 152705 SCHWABE WILLIAMSON & WYATT PC 1211 SW FIFTH AVE SUITE 1900 PORTLAND OR 97204 LEGAL 146401 3 24100 16338445 4754000 15527 21116545 FEE FOR SERVICE 900009 14634492 14634492 14634492 136530 136530 2417175 0 2417175 2417175 2417175 606733 0 606733 606733 606733 72645 24100 69717 2928 2928 4252048 3598289 653759 653759 OTHER 900099 30478 30478 30478 39598640 18342637 0 139458 1017234 987658 29576 20067313 17484122 2265483 317708 456837 404759 45126 6952 2940507 2472367 420553 47587 1858341 1545557 282283 30501 173471 90420 78837 4214 2167039 1129547 984852 52640 1146823 919824 216072 10927 2500070 1948405 487615 64050 463419 142978 251169 69272 631808 194617 437191 1198439 1038055 160384 403183 306965 94020 2198 PROGRAM EXPENSES & SUPP 2657315 2544980 107558 4777 COST OF GOODS SOLD 456260 456260 EQUIPMENT EXPENSE 362526 307786 50078 4662 CREDIT LOSS EXPENSE 242831 242831 130249 12215 183447 -65413 38873665 30998857 7295157 579651 606803 605338 171241 2305116 6064594 4622085 67914 115229 316259 137712 36265444 9719423 26504351 26546021 1377220 1439923 3066049 2628059 38174431 38399483 2808105 2593980 824837 5494333 435990 452655 18712415 14321217 3013534 2947194 25794881 25809379 X 12275219 12484304 104331 105800 12379550 12590104 38174431 38399483 724975 -514421 0 X X 0 1 X 1 1 1 X 14037931 19173570 25125732 19876264 21116545 99330042 14037931 19173570 25125732 19876264 21116545 99330042 99330042 32213 38854 48665 47929 136530 304191 166727 343278 617425 241150 30478 1399058 101033291 0.98310 0.98180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 193379 193379 0 PART II-B, LINE 1: STAFF COMPENSATION IS NOT TRACKED BY INDIVIDUAL ACTIVITIES AND TIME COMMITTED TO EACH ACTIVITY CAN CHANGE MATERIALLY OVER TIME. SALARIED WAGES ARE INTENDED TO COVER ALL ACTIVITIES OVER TIME AS NEEDED THROUGHOUT THE YEAR. OTHER ACTIVITIES ALSO INCLUDES DUES PAID TO OCBH. 0 0 5025780 5025780 26699781 7924449 18775332 1095436 995072 100364 3444447 799902 2644545 26546021 OPERATING RIGHT OF USE ASSET 2175404 DEPOSITS HELD IN TRUST 452655 2628059 LEASE LIABILITIES 2947194 2947194 X PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST. NN GALA 96745 24100 72645 5977 24791 18629 20320 96745 24100 72645 5977 24791 18629 20320 69717 2928 X 0 0 0 0 0 0 0 0 0 TYLR WAGNER ASSOCIATE MEDICAL DIRECTOR 244384 0 0 0 0 0 9152 0 6355 0 259891 0 0 0 JULIE IBRAHIM CHIEF EXECUTIVE OFFICER 213450 0 0 0 0 0 8190 0 6355 0 227995 0 0 0 ROBERT GRIMM PHARMACIST IN CHARGE 172892 0 0 0 0 0 6901 0 6277 0 186070 0 0 0 ELIZABETH COOKE VICE PRESIDENT OF DEVELOPM 165701 0 0 0 0 0 6474 0 6947 0 179122 0 0 0 LINDSAY DOWNEN VICE PRESIDENT OF QUALITY 166436 0 0 0 5381 0 6666 0 283 0 178766 0 0 0 LAFREDA CEASER VICE PRESIDENT OF EQUITY C 162449 0 0 0 0 0 0 0 9457 0 171906 0 0 0 JANELLE KENT VICE PRESIDENT OF FINANCE 147446 0 0 0 0 0 6220 0 6866 0 160532 0 0 0 WILLIAM ALLEN VP OF OPERATIONS 143626 0 0 0 0 0 5874 0 7029 0 156529 0 0 0 X OTHER 19 15527 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT FIRM ASSISTS IN THE PREPARATION OF THE FORM 990. THE VP OF FINANCE, CEO, AND BOARD CHAIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR CHIEF EXECUTIVE OFFICER: THE COMPENSATION ARRANGEMENT IS EVALUATED BY THE BOARD OF DIRECTORS OF NEW NARRATIVE. THE BOARD IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. THE BOARD OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY OF COMPENSATION PRIOR TO MAKING ITS DETERMINATION. THE BOARD ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION. COMPENSATION PROCESS FOR OFFICERS OTHER OFFICERS AND KEY EMPLOYEES: THE COMPENSATION ARRANGEMENTS ARE RECOMMENDED AND APPROVED BY THE CHEIF EXECUTIVE OFFICER OF NEW NARRATIVE WHO DOES NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE CHIEF EXECUTIVE OFFICER RELIES ON APPROPRIATE DATA AS TO COMPARABILITY OF COMPENSATION PRIOR TO MAKING THE DETERMINATION. THE CHIEF EXECUTIVE OFFICER ADEQUATELY DOCUMENTS THE BASIS FOR THEIR DETERMINATIONS CONCURRENTLY WITH MAKING THE DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE STATE OF OREGON DEPARTMENT OF JUSTICE AND ARE THUS A PUBLIC DOCUMENT. FORM 990, PART XII, LINE 2C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. 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