2024-05-15T13:38:05-05:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 930725294 LINES FOR LIFE LINE 5032445211 5100 SW MACADAM AVENUE 400 PORTLAND OR 97239 MIREYA MCILVEEN CHIEF FINANCIAL OFFICER 5032445211 2024-05-15 MIREYA MCILVEEN 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIREYA MCILVEEN 5100 SW MACADAM AVENUE 400 PORTLAND OR 97239 20261639 0 X WWW.LINESFORLIFE.ORG X 1978 OR SEE SCHEDULE 0. LINES FOR LIFE IS A REGIONAL NON-PROFIT DEDICATED TO PREVENTING SUBSTANCE ABUSE AND SUICIDE. WE OFFER HELP AND HOPE TO INDIVIDUALS AND COMMUNITIES, AND PROMOTE MENTAL HEALTH FOR ALL. OUR WORK ADDRESSES A SPECTRUM OF NEEDS THAT INCLUDE INTERVENTION, PREVENTION, AND ADVOCACY. 22 22 355 260 0 0 10317195 17140109 6766461 3013015 4470 15241 166516 -84588 17254642 20083777 75757 199360 0 0 14622206 18271578 0 0 520090 3329956 3816870 18027919 22287808 -773277 -2204031 10860825 7516505 4040898 2900688 6819927 4615817 X LINES FOR LIFE'S PRIMARY PURPOSE IS PREVENTING SUBSTANCE ABUSE AND SUICIDE AND PROMOTING MENTAL HEALTH. 0 0 18312652 199360 2919271 CRISIS INTERVENTION SERVICES - LINES FOR LIFE OPERATES 24-HOUR CRISIS LINES OFFERING IMMEDIATE ASSISTANCE TO HELP PEOPLE OVERCOME SUBSTANCE ABUSE & PREVENT SUICIDE. CRISIS INTERVENTION SERVICES INCLUDE HELPING PEOPLE UNDERSTAND HOW TO ASSESS WHETHER OR NOT A LOVED ONE IS AT RISK FOR SUICIDE OR HOW TO ENCOURAGE THEM TO GET TREATMENT FOR ADDICTION. THE CRISIS LINES TOOK OVER 170,000 CALLS, TEXTS AND CHATS IN FY 2023.CONTINUED ON SCHEDULE O. SPECIFICALLY, THESE SERVICES ARE PROVIDED: THE 988 SUICIDE & CRISIS LIFELINE CONNECTS CALLERS TO TRAINED CRISIS COUNSELORS IN THEIR AREA WHO CAN OFFER SUPPORT AND RESOURCES. LINES FOR LIFE'S ALCOHOL & DRUG HELPLINE ASSISTS THOSE STRUGGLING WITH SUBSTANCE ABUSE AND CAN PROVIDE REFERRALS TO LOCAL RESOURCES FOR PEER SUPPORT AND TREATMENT. THE YOUTHLINE CONNECTS YOUNG PEOPLE WITH TRAINED TEEN VOLUNTEERS SUPERVISED BY ADULTS; IT IS A TEEN-TO-TEEN HELPLINE WHICH ANSWERS CALLS, TEXTS, AND CHATS FROM ANYONE 21 OR UNDER. THE OREGON BEHAVIORAL HEALTH SUPPORT LINE PROVIDES IMMEDIATE, NO-COST BEHAVIORAL HEALTH SCREENING AND CAN HELP A CALLER FIND A MENTAL HEALTH OR SUBSTANCE USE PROVIDER NEARBY. THE RACIAL EQUITY SUPPORT LINE IS LED AND STAFFED BY PEOPLE WITH LIVED EXPERIENCE OF RACISM OFFERING SUPPORT TO THOSE WHO ARE FEELING THE EMOTIONAL IMPACTS OF RACE-BASED VIOLENCE AND MICROAGGRESSIONS, AS WELL AS THE EMOTIONAL IMPACTS OF IMMIGRATION STRUGGLES AND OTHER CROSS-CULTURAL ISSUES. THE MILITARY HELPLINE OFFERS HELP AND HOPE TO SERVICE MEMBERS, VETERANS AND THEIR FAMILIES. SENIOR LONELINESS IS A CONFIDENTIAL CALL SERVICE FOR OREGONIANS 55 AND OLDER ASSISTING OLDER ADULTS AND PROVIDING FRIENDLY CONVERSATION, SUPPORT, AND RESOURCE REFERRAL TO ANY AGING ADULT IN OREGON WHO IS EXPERIENCING LONELINESS, ISOLATION, DEPRESSION OR ANXIETY. 1421927 93744 PREVENTION - LINES FOR LIFE OFFERS EDUCATION AND TRAINING PROGRAMS TO PROMOTE MENTAL HEALTH AND WELLNESS IN COMMUNITIES THROUGHOUT OREGON. CONFERENCES AND TRAINING OFFERINGS ARE TAUGHT BY CERTIFIED PROFESSIONALS AND EQUIP SCHOOLS AND COMMUNITIES TO IDENTIFY AND ASSIST PEOPLE AT RISK OF SUICIDE AND TO RESPOND TO SIGNS OF MENTAL ILLNESS AND SUBSTANCE ABUSE. OUR HELPERS HELPING HELPERS PROVIDES SUPPORT FOR MENTAL HEALTH PROVIDERS REACHING OVER 1,000 PARTICIPANTS AND THE SCHOOL SUICIDE PREVENTION AND WELLNESS PROGRAM SUPPORTED OVER 125 OREGON SCHOOL DISTRICTS. WITH FUNDING FROM THE OREGON HEALTH AUTHORITY AND OTHER DONORS, LINES FOR LIFE PRODUCES OREGON'S STATEWIDE SUICIDE PREVENTION AND OREGON PAIN AND ADDICTION TREATMENT (OPAT) CONFERENCES. 19734579 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 67 0 355 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR NY PA CA X DWIGHT HOLTON 5032445211 5100 SW MACADAM AVENUE 400 PORTLAND OR 97239 TODD JOHNSTON PRESIDENT 0.50 X X 0 0 0 KERRY BENDEL VICE PRESIDENT 0.50 X X 0 0 0 OSCAR CARDONA TREASURER 0.50 X X 0 0 0 MUSSE OLOL SECRETARY 0.50 X X 0 0 0 CHRIS GIBSON MEMBER-AT-LARGE 0.50 X X 0 0 0 JUDGE NAN WALLER MEMBER-AT-LARGE 0.50 X X 0 0 0 JUDGE ANN AIKEN BOARD MEMBER 0.50 X 0 0 0 GREG BRETZING BOARD MEMBER 0.50 X 0 0 0 PATRICIA BUEHLER MD BOARD MEMBER 0.50 X 0 0 0 JOHN CALHOUN BOARD MEMBER 0.50 X 0 0 0 ANNE NAITO-CAMPBELL BOARD MEMBER 0.50 X 0 0 0 ANTOINETTE CHANDLER BOARD MEMBER 0.50 X 0 0 0 CHINA FORBES BOARD MEMBER 0.50 X 0 0 0 STANTON GALLEGOS BOARD MEMBER 0.50 X 0 0 0 TODD GUREN BOARD MEMBER 0.50 X 0 0 0 KENNETH HERRERA BOARD MEMBER 0.50 X 0 0 0 TOM HOLT BOARD MEMBER 0.50 X 0 0 0 CHARLES LOVELL BOARD MEMBER 0.50 X 0 0 0 MEGAN TELLERIA BOARD MEMBER 0.50 X 0 0 0 KRISTEN TRANETZKI BOARD MEMBER 0.50 X 0 0 0 BLAKE WALKER BOARD MEMBER 0.50 X 0 0 0 KELLI WILSON BOARD MEMBER 0.50 X 0 0 0 DWIGHT HOLTON CHIEF EXECUTIVE OFFICER 40.00 X 253512 0 15178 MIREYA PLASENCIA MCILVEEN CHIEF FINANCIAL OFFICER 40.00 X 133819 0 342 DAVID E WESTBROOK CHIEF OPERATING OFFICER 40.00 X 138835 0 17891 GREY BORDERS CHIEF CLINICAL OFFICER 40.00 X 133328 0 7912 JEAN MCGOWAN DEVELOPMENT DIRECTOR 40.00 X 102441 0 16800 761935 0 58123 5 0 1 0 0 408176 14679552 2052381 30775 17140109 SERVICE FEES 624100 3013015 3013015 3013015 15241 15241 89074 408176 175362 -86288 -86288 4200 2500 1700 1700 20083777 3013015 0 -69347 199360 199360 408826 163530 204413 40883 14747430 13511032 926087 310311 307721 285140 16673 5908 1453755 1311322 109034 33399 1353846 1224473 97871 31502 65825 16264 49145 416 32801 8105 24489 207 36000 36000 315446 277960 30400 7086 204921 87019 97918 19984 101350 56192 41793 3365 33677 30478 2529 670 404984 365394 30476 9114 151022 82640 62404 5978 425070 400849 23811 410 212965 192036 15970 4959 31972 28796 2447 729 DUES AND FEES 549201 465664 66621 16916 SUBCONTRACTOR SERVICES 528012 360048 167367 597 TELEPHONE 337550 333885 3403 262 EQUIPMENT 172399 150088 19460 2851 213675 148304 40828 24543 22287808 19734579 2033139 520090 987044 1254471 6216503 2453511 24500 88067 2276346 1914114 667720 233997 1341247 794892 688712 546355 23136 0 1002854 10860825 7516505 1455084 1407657 2122191 93286 463623 1399745 4040898 2900688 X 6589771 4133662 230156 482155 6819927 4615817 10860825 7516505 -2204031 -79 0 X 0 1 X 1 1 1 X 3884691 3199119 11374873 10317195 17140109 45915987 3884691 3199119 11374873 10317195 17140109 45915987 261566 45654421 7931 10357 16434 4470 15241 54433 164516 164516 25644 9109 2000 36753 46171689 26039107 0.98880 0.97510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 25,644. 2019 AMOUNT: $ 9,109. 2021 AMOUNT: $ 2,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 21731718 21767718 1000000 250000 0 0 569597 902467 1000000 1000000 3472064 5208096 30000 30000 30000 36000 126000 142399 225617 250000 250000 868016 1302024 1005586 5583 1011169 1004782 804 1005586 1003513 1269 1004782 1000000 3513 1003513 1000000 1000000 1.00000 0 0 580972 335777 245195 524680 313957 210723 235595 145158 90437 546355 RIGHT-OF-USE ASSETS - OPERATING LEASES 1002854 1002854 FUNDS HELD ON BEHALF OF OTHERS 168002 LEASE LIABILITIES - OPERATING LEASE 1231743 1399745 20683580 -79 599882 599803 20083777 0 20083777 22887690 599882 599882 22287808 0 22287808 PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS ARE TO SUPPORT GENERAL OPERATIONS. GALA 358750 295924 62826 13499 58199 8651 54590 GOLF TOURNAMENT 138500 112252 26248 39423 1000 497250 408176 89074 52922 58199 9651 54590 175362 -86288 1 TILLAMOOK SCHOOL DISTRICT NO 9 2510 1ST STREET TILLAMOOK OR 97141 936000912 PUBLIC SCHOOL 10000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION CORVALLIS SCHOOL DISTRICT 509J 1555 SW 35TH STREET CORVALLIS OR 97333 816000082 PUBLIC SCHOOL 9000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION ADRIAN HIGH SCHOOL PO BOX 108 ADRIAN OR 97901 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION BAKER SCHOOL DISTRICT 5J 2090 4TH STREET BAKER CITY OR 97814 936000179 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION BROOKINGS-HARBOR SCHOOL DISTRICT 17C 564 FERN AVENUE BROOKINGS OR 97415 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION CHILOQUIN HIGH SCHOOL PO BOX 375 CHILOQUIN CHILOQUIN OR 97624 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION HOOD RIVER VALLEY HIGH SCHOOL 1011 EUGENE STREET HOOD RIVER OR 97031 936000502 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION JEFFERSON COUNTY SCHOOL DISTRICT 445 SE BUFF STREET MADRAS OR 97741 936000537 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION LAKEVIEW HIGH SCHOOL 906 S 3RD STREET LAKEVIEW OR 97630 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION OREGON CITY HIGH SCHOOL 19761 S BEAVERCREEK ROAD OREGON CITY OR 97045 936000537 PUBLIC SCHOOL 7000 0 SUICIDE & ALCOHOL/DRUG USE PREVENTION EDUCATION 10 PART I, LINE 2: GRANT RECIPIENTS MUST COMPLETE AN APPLICATION PROCESS THAT INCLUDES THE AMOUNT REQUESTED, THE PURPOSE OF THE GRANT, A BUDGET OF ANTICIPATED GRANT EXPENDITURES, AND THE IMPACT THE GRANT FUNDS WILL HAVE ON THE COMMUNITY. ONCE A GRANT APPLICATION IS SUBMITTED IT IS REVIEWED BY MANAGEMENT. IF THE GRANT FUNDING IS APPROVED GRANTEES ARE REQUIRED TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD DETAILING THE EXPENDITURES OF THE GRANT FUNDS AND A NARRATIVE OF THE ACCOMPLISHMENTS OF THE FUNDED PROGRAM. X X X X X 0 0 0 0 0 0 0 0 0 DWIGHT HOLTON CHIEF EXECUTIVE OFFICER 253512 0 0 0 0 0 14667 0 511 0 268690 0 0 0 DAVID E WESTBROOK CHIEF OPERATING OFFICER 128795 0 10040 0 0 0 8395 0 9496 0 156726 0 0 0 PART I, LINE 3 THE EXECUTIVE BOARD'S DELIBERATION AND DECISION ABOUT THE CHIEF EXECUTIVE OFFICER COMPENSATION CAME AS A RESULT OF THEIR REVIEW OF THE OREGON'S ANNUAL SURVEY OF NON-PROFITS AND THE COMPARATIVE DATA PROVIDED IN THE STUDY OF COMPENSATION LEVELS AND BENEFIT PACKAGES OF OTHER NON-PROFITS OF SIMILAR SIZE AND BUDGETS. THE BOARD ALSO CONSIDERED THE CHIEF EXECUTIVE OFFICER SCOPE OF WORK AND LENGTH OF SERVICE. THE DECISION WAS DOCUMENTED WITHIN AN EMPLOYMENT AGREEMENT SIGNED BY THE BOARD PRESIDENT, SECRETARY AND CHIEF EXECUTIVE OFFICER. X AUCTION/RAFFLE ITEMS 62 30775 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE CPA FIRM, REVIEWED BY THE ORGANIZATON'S CHIEF FINANCIAL OFFICER, AND PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE ADDRESSED BI-ANNUALLY DURING THE EXECUTIVE MEMBER POSITION APPOINTMENTS AND BOARD VOTE-IN. THIS POLICY IS MONITORED ON AN ON-GOING BASIS AS PART OF THE NEW MEMBER SELECTION PROCESS AND AT EACH VOTE THOSE IN CONFLICT RECUSE THEMSELVES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE BOARD'S DELIBERATION AND DECISION ABOUT THE CHIEF EXECUTIVE OFFICER COMPENSATION CAME AS A RESULT OF THEIR REVIEW OF THE OREGON'S ANNUAL SURVEY OF NON-PROFITS AND THE COMPARATIVE DATA PROVIDED IN THE STUDY OF COMPENSATION LEVELS AND BENEFIT PACKAGES OF OTHER NON-PROFITS OF SIMILAR SIZE AND BUDGETS. THE BOARD ALSO CONSIDERED THE CHIEF EXECUTIVE OFFICER SCOPE OF WORK AND LENGTH OF SERVICE. THE DECISION WAS DOCUMENTED WITHIN AN EMPLOYMENT AGREEMENT SIGNED BY THE BOARD PRESIDENT, SECRETARY AND CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.