2026-02-12T12:36:04-06:00 2025-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-07-01 930524232 FRIENDLY HOUSE INC FRIE 5032284391 2617 NW SAVIER STREET PORTLAND OR 97210 MYA CHAMBERLIN EXECUTIVE DIRECTOR 5032284391 2026-02-11 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z MYA CHAMBERLIN 2617 NW SAVIER STREET PORTLAND OR 97210 5258884 0 X WWW.FHPDX.ORG X 1930 OR CREATING A THRIVING COMMUNITY BY CONNECTING PEOPLE OF ALL BACKGROUNDS THROUGH QUALITY SERVICES. 17 17 79 300 0 0 1832835 4109802 774115 937280 64502 45793 78550 -104522 2750002 4988353 31270 35451 0 0 2544664 2757179 0 66778 718539 564381 570483 3140315 3429891 -390313 1558462 3611810 5321643 180245 194340 3431565 5127303 X FRIENDLY HOUSE IS A 21ST CENTURY SETTLEMENT HOUSE THAT ENGAGES PEOPLE ACROSS THE AGE SPECTRUM TO CREATE A COMPASSIONATE, EQUITABLE AND INCLUSIVE SOCIETY. WE CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE OF ALL AGES AND BACKGROUNDS THROUGH QUALITY EDUCATIONAL, RECREATIONAL AND OTHER LIFE-SUSTAINING SERVICES. 0 0 1194975 7838 226248 COMMUNITY SERVICES:FRIENDLY HOUSE SERVES MARGINALIZED COMMUNITY MEMBERS THROUGH A VARIETY OF PROGRAMMING, SUPPORT, AND ENGAGEMENT.OUR SENIOR PROGRAM TAKES A STRENGTHS-BASED APPROACH TO DEVELOPING AND ACCESSING RESOURCES TO ASSIST OLDER ADULTS (60+) TO LIVE INDEPENDENTLY IN THEIR OWN HOMES. OUR INFORMATION & ASSISTANCE SPECIALISTS TAKE INQUIRIES OVER THE PHONE OR IN PERSON ON TOPICS SUCH AS HOW TO NAVIGATE COMPLEX SYSTEMS LIKE PUBLIC HOUSING AND MEDICARE OR MEDICAID, OR TO CREATE APPOINTMENTS FOR LEGAL ASSISTANCE, TAX HELP AND TRANSPORTATION. CASE MANAGERS WORK INDIVIDUALLY WITH CLIENTS TO HELP REDUCE ISOLATION(CONTINUED ON SCHEDULE O)(SUCH AS PLACING "FRIENDLY VISITOR" VOLUNTEERS WITH THEM OR ENCOURAGING THEM TO COME IN FOR AN EXERCISE CLASS), PROVIDE HOUSEKEEPING AND BATHING ASSISTANCE, CONNECT THEM TO RESOURCES FOR FOOD SHOPPING AND MEAL DELIVERY, AND ENCOURAGE HEALTHY LIVING. MOST CASE MANAGEMENT SERVICES ARE PROVIDED IN THE HOMES AND COMMUNITIES OF THE CLIENTS WE SERVE. THESE SERVICES ARE AVAILABLE AT NO COST TO THE CLIENT.FRIENDLY HOUSE ELDER PRIDE SERVICES (FORMERLY KNOWN AS SAGE METRO PORTLAND) ENHANCES THE LIVES OF LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) IDENTIFYING ADULTS AGES 60+. IT PROVIDES A RANGE OF SERVICES, INCLUDING EDUCATION, ADVOCACY, OUTREACH, CASE MANAGEMENT, INFORMATION/REFERRAL/ASSISTANCE, AND TRANSPORTATION SCHEDULING/COORDINATION. THE ELDER PRIDE SERVICES HOUSING COMMITTEE DEVELOPED AN AFFORDABLE HOUSING WORKSHOP TO HELP THEIR PEERS ACCESS LGBTQ+ FRIENDLY SUBSIDIZED HOUSING. ELDER PRIDE SERVICES PROVIDES HEALTH AND WELLNESS CLASSES, LECTURES AND WORKSHOPS, SOCIAL EVENTS AND OUTINGS, DIVERSITY TRAININGS FOR THE VARIOUS PROFESSIONS THAT WORK WITH THIS POPULATION. EPS ALSO OFFERS RESIDENT SERVICES AT THE OPAL APARTMENTS FOR LOW INCOME OLDER ADULTS, FOCUSED ON LGTBQ+ HOUSEHOLDS. THIS INCLUDES HOUSING STABILITY, RESOURCE CONNECTION, AND COMMUNITY ENGAGEMENT ACTIVITIES.DURING THE PANDEMIC, SENIOR PROGRAM AND ELDER PRIDE SERVICES STAFF PIVOTED TO USING REMOTE AND VIRTUAL PLATFORMS FOR ALL DIRECT SERVICES, HEALTH AND WELLNESS PROGRAMMING, AND COMMUNITY BUILDING ACTIVITIES. FRIENDLY HOUSE HAS RETURNED TO OFFERING IN PERSON SERVICES, PROGRAMMING, AND ACTIVITIES WHILE RETAINING SOME VIRTUAL ACTIVITIES AND THE ASSOCIATED FLEXIBILITY IN ADAPTING TO CHANGING CIRCUSTANCES. OFFERING HYBRID SUPPORTS ALSO ALLOWS FOR INDIVIDUALS WITH HEALTH RELATED OR OTHER LIMITATIONS TO ENGAGE IN ACTIVITIES THEY COULD NOT ACCESS IN PERSON.THE FRIENDLY HOUSE COMMUNITY CENTER (FHCC) FEATURES A GYMNASIUM, FITNESS ROOM, SHOWERS, AND INTERNET CENTER. WE OFFER A WEEKLY SCHEDULE OF ACTIVITIES AND CLASSES WITH A FOCUS ON SUPPORTING ACCESS FOR MARGINALIZED AND UNDERSERVED PEOPLE. ACTIVITIES AND CLASSES INCLUDE COMMUNITY NIGHTS, MUSIC CIRCLES, LIFELONG LEARNING AND LECTURES, FORUMS, WELLNESS CLASSES AND OPPORTUNITIES FOR CIVIC ENGAGEMENT FOR ALL COMMUNITY MEMBERS, WITH A FOCUS ON OLDER ADULTS. PARTICIPATION IS FREE OR ON A SLIDING-FEE BASIS. ACTIVITIES INCLUDE BASKETBALL, DODGEBALL, PICKLEBALL, YOGA, TAI CHI, STRENGTH AND ENDURANCE TRAINING, ART CLASSES AND COMMUNITY BUILDING EVENTS AND CULTURAL CELEBRATIONS. FHCC OFFERS ONE OF ONLY A HANDFUL OF PUBLIC SHOWERING OPTIONS FOR HOUSELESS FRIENDS IN PORTLAND. IN ADDITION TO OUR ROBUST OFFERINGS AT FRIENDLY HOUSE, STAFF COORDINATE HEALTH AND WELLNESS PROMOTION AT FIVE HOME FORWARD BUILDINGS IN PORTLAND'S URBAN CORE. 1188261 27613 715768 FRIENDLY HOUSE PRESCHOOL PROVIDES INDIVIDUALIZED, EARLY CHILDHOOD EDUCATION THAT FOCUSES ON EACH CHILD'S SOCIAL, EMOTIONAL, COGNITIVE, AND PHYSICAL DEVELOPMENT. WE PROVIDE AN ENVIRONMENT DESIGNED TO SUPPORT SOCIAL INTERACTIONS, AND PROMOTE COOPERATION AND PROBLEM-SOLVING SKILLS, WITH A FOCUS ON KINDERGARTEN READINESS. IT IS A FULL-DAY (10-HOUR), FULL YEAR EDUCATIONAL PROGRAM FOR CHILDREN AGES THREE TO FIVE. CHILDREN LEARN AND PLAY TOGETHER UNDER THE SUPERVISION OF EXPERIENCED STAFF. THE PROGRAM OFFERS MEALS AND SNACKS DURING THE DAY. STAFF PROVIDE DEVELOPMENTAL SCREENINGS, ASSESSMENTS, AND PARENTING SUPPORT AS REQUESTED OR AS NEEDED. (CONTINUED ON SCHEDULE O)PRESCHOOL SLOTS ARE AVAILABLE THROUGH THE MULTNOMAH COUNTY PRESCHOOL FOR ALL PROGRAM, A SLIDING FEE SCALE, OR A SCHOLARSHIP PROGRAM TO ENSURE INCLUSION FOR EVERYONE.FRIENDLY HOUSE BEFORE/AFTER SCHOOL PROGRAM PROVIDES HIGH-QUALITY, AFFORDABLE CARE DURING NON SCHOOL HOURS (7-8AM AND 2:30-6:00PM, AND FULL DAYS ON TEACHER IN-SERVICE DAYS). WE OFFER GENEROUS SCHOLARSHIP OPPORTUNITIES AND AN AFFORDABLE SLIDING SCALE FOR WORKING FAMILIES. AFTER SCHOOL ENGAGES CHILDREN IN AGE-APPROPRIATE ENRICHMENT ACTIVITIES SUCH AS ART, SCIENCE, HOMEWORK HELP, SPORTS, FIELD TRIPS AND FREE-CHOICE TIME. CHILDREN ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN CLUBS LIKE PHOTOGRAPHY, THEATER, GARDENING AND MUSIC WITHOUT ADDITIONAL COST FOR FAMILIES. THE PROGRAM STRIVES TO MAINTAIN A 12:1 CHILD TO TEACHER RATIO. AFTER SCHOOL AND ITS QUALIFIED AND DEDICATED STAFF ARE CERTIFIED BY THE CHILDCARE DIVISION OF OREGON'S DEPARTMENT OF EARLY LEARNING AND CARE. IT SERVES 1/3RD OF THE CHAPMAN SCHOOL POPULATION. DURING THE SUMMER MONTHS, AFTER SCHOOL BECOMES A SUMMER DAY CAMP. IT OPERATES FROM 7AM TO 6PM AND IS REPLETE WITH HANDS-ON PROJECTS, FIELD TRIPS, SUMMER CRAFTS AND SPORTS. SCHOLARSHIPS ARE PROVIDED FOR QUALIFIED FAMILIES. 38152 VOLUNTEERS ARE A CRITICAL COMPONENT OF OUR SUCCESS OVER THE PAST 9+ DECADES, AND WITH SUPPORT FROM LOCAL GROUPS AND BUSINESSES, FAITH-BASED ORGANIZATIONS, NEIGHBORS AND OTHER COMMUNITY MEMBERS, FRIENDLY HOUSE HOSTS 100'S OF VOLUNTEERS EACH YEAR. THEY ARE INTEGRAL TO SUPPORTING OLDER ADULTS LIVING INDEPENDENTLY THROUGH OUR FRIENDLY VISITOR PROGRAM. THEY SERVE ON OUR BOARD AND COMMITTEES, MAKE IMPROVEMENTS TO OUR FACILITIES, AND SUPPORT THE PLANNING AND EXECUTION OF OUR EVENTS, INCLUDING OUR ANNUAL AUCTION. 2421388 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X ELIZABETH FOSMARK 5032284391 2617 NW SAVIER STREET PORTLAND OR 97210 CHRIS CARSON PRESIDENT 1.50 X X 0 0 0 CHRISTY MARTEN VICE PRESIDENT 1.50 X X 0 0 0 CHRIS HAGERMAN TREASURER 1.50 X X 0 0 0 SUSAN HERSCHELL SECRETARY 1.50 X X 0 0 0 AMY WOOD BOARD MEMBER 1.50 X 0 0 0 CAROL MARESH BOARD MEMBER 1.50 X 0 0 0 JANET GIFFORD BOARD MEMBER 1.50 X 0 0 0 KORE PICKARD BOARD MEMBER 1.50 X 0 0 0 MALLORY JONES BOARD MEMBER 1.50 X 0 0 0 MIKE FUNKE BOARD MEMBER 1.50 X 0 0 0 MIKE SELLINGER BOARD MEMBER 1.50 X 0 0 0 RUTH ROTH BOARD MEMBER 1.50 X 0 0 0 TONY PASQUALE BOARD MEMBER 1.50 X 0 0 0 TRAVIS NANCHY BOARD MEMBER 1.50 X 0 0 0 TRAVIS WEEDMAN BOARD MEMBER 1.50 X 0 0 0 VAL AITCHISON BOARD MEMBER 1.50 X 0 0 0 VANESSA VISSAR BOARD MEMBER 1.50 X 0 0 0 MYA CHAMBERLIN EXECUTIVE DIRECTOR 40.00 X 94918 0 10658 ELIZABETH FOSMARK DIRECTOR OF FINANCE 40.00 X 82840 0 10315 177758 0 20973 0 0 0 0 0 1691 485085 862655 2760371 228080 4109802 CHILD CARE & DEVELOPME 624410 664423 664423 COMMUNITY CENTER 900099 182148 182148 PRE-SCHOOL 611600 51345 51345 MEMBERSHIP FEES 900099 39364 39364 937280 45793 45793 161273 485085 270531 -109258 -109258 MISCELLANEOUS 900099 4736 4736 4736 4988353 942016 0 -63465 35451 35451 200162 162484 37678 2118367 1664861 15591 437915 45548 35844 4263 5441 183985 140407 13356 30222 209117 149601 19232 40284 900 610 174 116 22799 15465 4397 2937 66778 66778 82489 74241 4825 3423 237829 151412 20910 65507 107822 72548 21788 13486 19631 18485 154 992 21962 12108 5675 4179 35057 23779 6761 4517 31617 21446 6098 4073 BAD DEBT EXPENSE 3454 3454 6923 5130 802 991 3429891 2421388 289964 718539 76102 6414 1132085 1238648 121486 1730401 113765 54087 31947 34065 2818330 1977690 800239 840640 1302874 1394148 33312 23240 3611810 5321643 128376 150524 16680 18660 35189 25156 180245 194340 X 2691192 2658283 740373 2469020 3431565 5127303 3611810 5321643 1558462 137276 0 X X 0 1 X 1 0 X 3290511 3180501 2209791 1832835 4109802 14623440 3290511 3180501 2209791 1832835 4109802 14623440 965259 13658181 24913 10191 31065 65928 45793 177890 11123 3867 4736 19726 5967 31535 37502 14858558 3164501 0.91920 0.89780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 5,967. 2021 AMOUNT: $ 31,535. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1302874 142341 51067 1394148 1226559 126746 50431 1302874 1204023 69567 47031 1226559 659300 619140 -63305 11112 1204023 482563 200 177835 1298 659300 0.70180 0.15060 0.14760 0 0 225000 225000 2055710 1699862 355848 298700 261359 37341 238920 16469 222451 840640 BENEFICIAL INTEREST IN ASSETS HELD BY OCF 1394148 F 1394148 OPERATING LEASE LIABILITY 23240 CUSTODIAL ACCOUNT 1916 25156 X 5125629 137276 137276 4988353 0 4988353 3429891 0 3429891 0 3429891 PART V, LINE 4: THE PRINCIPAL PORTION OF THE ENDOWMENT IS PERMANENTLY RESTRICTED AND INCOME ON THE PRINCIPAL IS RESTRICTED TO COMMUNITY SERVICE PROGRAMS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X X 1 MARK SHERMAN CONSULTING LLC 3540 SW BOUNDARY ST PORTLAND OR 97221 CAPITAL CAMPAIGN CONSULTING 0 1427000 66778 1360222 1427000 66778 1360222 OR SPRING AUCTION 588289 442320 145969 200875 3500 37361 1350 10565 EPS AWARDS 9501 9501 1009 191 1 48568 33264 15304 174 128 3212 12166 646358 485085 161273 201049 3628 41582 1350 22922 270531 -109258 1 TRANSITIONAL HOUSING AND EMERGENCY ASSISTANCE 358 6216 FMV MEDICINE/MEDICAL/FOOD/SHELTER/TRANSPORTATION/UTILITIES OTHER CLIENT ASSISTANCE 286 29235 FMV CLOTHING/GIFTS/RECREATION/ADMISSIONS PART I, LINE 2: NONCASH GOODS ARE PROVIDED BASED ON NEEDS DETERMINED BY CASEWORKERS. COATS, SHOES, AND HOLIDAY GIFTS ARE PROVIDED TO LOW-INCOME CHILDREN IN OUR CHILDREN'S PROGRAMS. X 24805 FMV X 1 16036 FMV X 8 1702 FMV X AUCTION ITEMS 395 185537 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW COPY OF THE 990 WILL BE SENT ELECTRONICALLY TO ALL BOARD MEMBERS BEFORE FILING. IF THERE ARE ANY QUESTIONS OR CONCERNS, THEY WILL BE ADDRESSED BY THE BOARD BEFORE A FINAL VERSION IS FILED. FORM 990, PART VI, SECTION B, LINE 12C 1. ON AN ANNUAL BASIS, THE SECRETARY OF THE CORPORATION OR THE SECRETARY'S DESIGNEE SHALL DEVELOP AND MAINTAIN A LIST OF INSIDERS WHO ENGAGE IN OR ARE REASONABLY LIKELY TO ENGAGE IN TRANSACTIONS THAT CONSTITUTE CONFLICTS OF INTEREST WITH THE CORPORATION DURING THE YEAR. 2. THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SHALL EACH YEAR DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST UNDER THIS POLICY. SUCH DISCLOSURE SHALL BE MADE ON A DISCLOSURE AND ACKNOWLEDGMENT FORM SIMILAR TO THE ONE ATTACHED TO THIS POLICY AND SHALL BE FILED WITH THE SECRETARY OR THE SECRETARY'S DESIGNEE. 3. THE SECRETARY OR THE SECRETARY'S DESIGNEE SHALL MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING THE LIST OF INSIDERS AND THE DISCLOSURE AND ACKNOWLEDGMENT FORMS EACH YEAR AND BY BRINGING POTENTIAL OR ACTUAL CONFLICTS TO THE ATTENTION OF THE PRESIDENT OF THE BOARD. THE PRESIDENT SHALL DISCLOSE CONFLICTS TO THE BOARD AS THEY ARISE AND ENSURE THAT THE PROCEDURES IN THIS POLICY ARE FOLLOWED. 4. THE SECRETARY OR THE SECRETARY'S DESIGNEE SHALL CONVEY THE LIST OF INSIDERS IDENTIFIED ABOVE TO THE EXECUTIVE DIRECTOR AND SHALL INSTRUCT THE EXECUTIVE DIRECTOR TO NOTIFY THE BOARD IF THE EXECUTIVE DIRECTOR OR ANY EMPLOYEE PLANS TO ENGAGE IN A TRANSACTION WITH AN INSIDER THAT CONSTITUTES A CONFLICT OF INTEREST, INCLUDING PAYMENT OR REIMBURSEMENT FOR BUSINESS OR TRAVEL EXPENSES OF THE INSIDER AND(OR) MEMBERS OF THE INSIDER'S FAMILY NOT MADE PURSUANT TO AN ACCOUNTABLE PLAN UNDER IRS REG. 1.62-2(C)(2). IF SO, THE BOARD SHALL MONITOR THE TRANSACTION TO ENSURE THAT IT COMPLIES WITH THE PROCEDURE IN SECTION 2 ABOVE. FORM 990, PART VI, SECTION B, LINE 15 ALL PAY RATES ARE REVIEWED AND APPROVED ANNUALLY BY MANAGEMENT AS PART OF THE BUDGET PROCESS. THE SALARIES OF KEY EMPLOYEES (EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE) ARE REVIEWED AND APPROVED BY THE BOARD ANNUALLY. FOR COMPARISON THE AGENCY USES AN INDEPENDENT REGIONAL SURVEY OF NON-PROFIT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.