2025-02-27T11:30:58-06:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 930924815 UP AND OUT INC UPAN 5037960241 1116 NE GLISAN ST PORTLAND OR 97232 STACI ANDERSON BOARD TREASURER 5037960241 2025-02-27 1 0 TODD D MASSINGER P00075883 5032205900 2023 2025-03-06 01:10:19Z STACI ANDERSON 1116 NE GLISAN ST PORTLAND OR 97232 4203378 0 X WWW.UPANDOUTINC.ORG X 1987 OR THE ORGANIZATION PROVIDES RESIDENTIAL AND TRAINING SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES WITHIN MULTNOMAH COUNTY, OREGON, UNDER THE TERMS OF ANNUALLY RENEWED CONTRACTS PRIMARILY WITH THE STATE OF OREGON. CLIENTS SERVED ARE CONCENTRATED IN THE PORTLAND/MULTNOMAH COUNTY GEOGRAPHIC REGION. THE CONTRACTS ARE PRIMARILY COST REIMBURSEMENT TYPE ARRANGEMENTS. 3 3 82 0 0 0 0 0 3814818 4086169 26965 117209 0 0 3841783 4203378 0 0 0 0 2540991 3079881 0 0 0 638752 774688 3179743 3854569 662040 348809 7171284 7470086 482520 427581 6688764 7042505 X UP AND OUT, INC., IS COMMITTED TO PROVIDING COMMUNITY INTEGRATED SERVICES AND RESIDENTIAL OPTIONS THAT WILL ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MOVE INTO AND MAINTAIN INDIVIDUALIZED LIVING SITUATIONS IN THEIR OWN HOMES AS VALUED, PRODUCTIVE, UNIQUE AND SUCCESSFUL MEMBERS OF THEIR COMMUNITY. 0 0 3242254 3571336 GROUP HOMES AND TENANT SUPPORT - UP AND OUT PROVIDES 24-HOUR RESIDENTIAL SUPPORT TO INDIVIDUALS IN GROUP HOMES THROUGHOUT NORTHEAST PORTLAND AND GRESHAM. PERSON-CENTERED SUPPORT IS PROVIDED TO PROMOTE INDEPENDENCE AND THE FULL INCLUSION OF PEOPLE EXPERIENCING DISABILITIES. AREAS OF CARE MIGHT INCLUDE THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS SUCH AS TAKING PUBLIC TRANSPORTATION, MEDICATION ADMINISTRATION, FINANCIAL BUDGETING/RESOURCE PLANNING, HEALTH AND SAFETY SKILLS, COMMUNITY ACCESS AND ENGAGEMENT, TRAVEL, AND ACTIVITIES OF DAILY LIVING. 374488 514833 SUPPORTED LIVING PROJECTS - UP AND OUT PROVIDES SUPPORT TO ADULTS THAT LIVE IN THEIR OWN HOMES INDEPENDENTLY OR WITH FAMILY. THEY RECEIVE SUPPORT TO MEET DAY-TO-DAY NEEDS AND ARE OFFERED OPTIONS FOR RELATIONSHIP BUILDING AND COMMUNITY INCLUSION. THE SUPPORTED LIVING COMMUNITY SPENDS TIME TOGETHER VISITING THE OREGON COAST, LOCAL MUSEUMS AND ATTRACTIONS, BOWLING, GOING OUT TO DINNER, DOING ARTS AND CRAFTS, AND SO MUCH MORE! 3616742 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 12 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X STACI ANDERSON 5037960241 1116 NE GLISAN ST PORTLAND OR 97232 CHAD COLTON PRESIDENT 1.00 X X 0 0 0 STACI ANDERSON SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN PETERSON MEMBER 1.00 X 0 0 0 KAY WECKERLING INTERIM EXECUTIVE DIRECTOR 40.00 X X 95609 0 0 JOHN LONGFIELD MEMBER 1.00 X 0 0 0 JAMES K PHELPS INTERIM EXECUTIVE DIRECTOR 35.00 X 3762 0 0 99371 0 0 0 0 0 0 0 GROUP HOME AND SUPPORT 623000 3859113 3859113 RM. & BRD. REIMBURSEME 623000 182410 182410 MISC. PROGRAM INC. 623000 24051 24051 CLIENT OFFSETS 623000 15060 15060 PRIVATE CLIENT FEES 623000 5535 5535 4086169 117209 117209 4203378 4086169 0 117209 2535357 2477891 57466 544524 517699 26825 145848 91157 54691 16412 16412 33361 17283 16078 170593 107710 62883 89792 89792 56672 51775 4897 CLIENT FOOD & SUPPLIES 135274 135274 CLIENT UTILITIES & PHON 75142 75142 TRANSPORTATION 24288 12229 12059 MISCELLANEOUS 19222 17052 2170 8084 7326 758 3854569 3616742 237827 0 2326019 1591306 2231594 645065 290143 190053 18842 14834 2350016 993707 1355196 1356309 740590 3505474 208900 167045 7171284 7470086 219468 247151 263052 180430 482520 427581 X 6688764 7042505 6688764 7042505 7171284 7470086 348809 4932 0 X X 0 1 X 1 0 X 11316 189988 201304 2919638 2817204 2757990 3814818 4086169 16395819 2919638 2828520 2947978 3814818 4086169 16597123 0 0 0 16597123 28610 33098 16331 26965 117209 222213 28610 33098 16331 26965 117209 222213 2948248 2861618 2964309 3841783 4203378 16819336 0.98680 0.99170 0.01320 0.00830 X 532210 532210 1610170 858187 751983 10514 10514 0 197122 125006 72116 1356309 REFUNDABLE ADVANCES 11220 OPERATING LEASE LIABILITIES 169210 180430 X 4208310 4932 4932 4203378 0 4203378 3854569 0 3854569 0 3854569 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY IS GIVEN TO EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY ALL MEMBERS. IF A CONFLICT ARISES, IT IS DOCUMENTED IN OUR MINUTES AND THE MEMBER IS REMOVED FROM THE VOTING PROCESS FOR THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION COMPLETED BY THE BOARD OF DIRECTORS ANNUALLY AND A WRITTEN APPROVAL OF SALARY INCREASE IS APPROVED BY THE BOARD. A SIGNED APPROVAL IS PLACED IN THE EXECUTIVE DIRECTOR'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. LOU'S PLACE LLC 521 SW 11TH ST SUITE 304 PORTLAND OR 97205 TO HOLD TITLE TO THE LOU'S PLACE FACILITY OR 769370 2699602