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Annual Meeting

October 12, 2012

5100 SW MACADAM AVENUE, SUITE 360 PORTLAND, 97239 P 503-239-4001 F 503-236-8313 WWW.NONPROFITOREGON.ORG

October 12, 2012

Dear Members and Friends,

Welcome to our 2012 Annual Meeting. We are excited to be introducing our newly elected Board members, as we conduct our annual meeting with all of you. We also want to take this opportunity to celebrate Oregon’s diverse nonprofit sector. We commend all the “good works” you do every day to build strong, caring communities and a vital civil society sector that enrich the lives of all Oregonians.

It is clear that our sector is finding balance in the new norm. We are now more resilient and creative as we build our capacity to meet the growing needs throughout the state. We are emerging as healthier, stronger organizations that no longer flinch when we hear the economic reports; instead, we think more strategically and build partnerships and collaborations in order to have greater impact. We look forward to discussing ideas on how to further strengthen NAO’s work in supporting the sector.

We hope that the conversations we begin here today will be continued―with your Boards and staff, your volunteers and donors, community leaders who need to know more about the social and economic impact of nonprofits, and elected officials whose decision making affects how we do our work and who we serve.

In the year ahead, we look forward to building our network and strengthening the collective voice of Oregon’s nonprofit sector. We look forward to working in partnership with all of you!

Sincerely,

Jim White Rick Nitti Executive Director Board President AGENDA

Annual Meeting October 12, 2012

8:00-9:00 a.m. Breakfast, Networking, Information Tables

9:00 a.m. Business Program Welcoming Remarks Jim White, Executive Director Mission & Service Report Rick Nitti, Board President Advocacy & Public Policy Report Jim White, Executive Director Mark Langseth, Chair of Public Policy Committee Board Policy Discussion Case Studies Rick Nitti, President Michael Kaplan, Board Treasurer Governance Report & Introduction of New Board of Directors Charlie LaTourette, Chair of Governance Committee

10:05 a.m. Break

10:20 a.m. Helping Nonprofits, Helping Oregon Ted Wheeler, Treasurer, State of Oregon

Embracing a New Generation of Leaders Nichole Maher, President and CEO, Northwest Health Foundation

Closing Remarks Giveaways: Training Passes & Oregon Nonprofit Corporation Handbooks

11:40 a.m. – Noon Networking Meet the Authors & Book Signing Cindy Cumfer and Kay Sohl The Oregon Nonprofit Corporation Handbook, 5th Edition

Nonprofit Association of Oregon / Annual Meeting 1 EVENT SPONSORS

We thank the following sponsors for their generous support of NAO’s Annual Meeting:

NONPROFIT CHAMPIONS

NONPROFIT AMBASSADORS

NONPROFIT FRIEND

We also give a special thanks to our good friends at the Bank of the Cascades for their strong support of four of our nonprofit networks!

2 Good Works. Together. MISSION

NAO’s mission is to strengthen the collective voice, leadership, and capacity of nonprofits to enrich the lives of all Oregonians.

Services include: Training & Convening Nonprofit networks, training series, workshops, and events provide important and timely information. Consulting Coaching and expertise to solve problems, develop future plans, and navigate changes. Services include: Board and leadership development, group facilitation, cross-cultural effectiveness, strategic planning, and customized training. Executive Transition Services Interim executive director or development director services, help with search for a new director, and assistance with succession planning. Information & Resources Including the Nonprofit Helpline and The Oregon Nonprofit Corporation Handbook, and more. Advocacy & Awareness Serving as the collective voice to educate policy makers, opinion leaders, and community members about the vital role nonprofits play in making our communities better places to live. Alerting the media and educating nonprofits and their supporters about policy issues affecting the sector. Membership Benefits & Discounts Discounts on all NAO training programs, savings on a variety of programs and services, including: unemployment insurance, credit card processing, fundraising tools and donations software, web and teleconferencing, background checks, nonprofit publications, and job postings on our Nonprofit Job Board.

To find information and resources, learn more about our services, or sign up for our monthly eNews visit WWW.NONPROFITOREGON.ORG.

Nonprofit Association of Oregon / Annual Meeting 3 YEAR IN REVIEW

Give the Nonprofit Sector a Voice

. 565 members strong . Interviewed Attorney General candidates Dwight Holton and Ellen Rosenblum to better understand the regulatory philosophies they would bring to the job of nonprofit oversight . Participated in Nonprofit Lobby Day in , DC . Disseminated information and a sign-on campaign about threats to the federal charitable giving incentive . Disseminated information on repeal of the Oregon estate tax . Convened Oregon nonprofit subsector leaders at NAO’s first Oregon Public Policy Roundtable (April 2012) . Represented the nonprofit sector in local, state, and national media highlighting their vital impact on Oregon’s quality of life. Local coverage includes: The Oregonian, OregonLive.com, Portland Business Journal, Portland Tribune, The Statesman Journal, Oregon Business magazine, and OPB. National coverage includes: The Chronicle of Philanthropy and Nonprofit Quarterly . Researched and reported on the nonprofit sector: . Published and disseminated the first Oregon Nonprofit Sector Report (ONSR), in collaboration with Portland State University’s Institute for Nonprofit Management . Partnered with CompassPoint on national study of Development Directors . Celebrated great nonprofit workplaces and economic impact of the sector in partnership with Oregon Business magazine’s 100 Best Nonprofits to Work For in Oregon survey and event

4 Good Works. Together. Build Nonprofit Capacity

. For the 35th year, delivered strategic planning, Board development, and cultural- In 2011-12, our consulting services served 400 nonprofit competency consulting and coaching organizations and 1800 . Provided free information, resources, and individuals. referrals to close to 6,000 people through our Nonprofit Helpline email, phone, and online resources Hot Topics on the Helpline . Released the fifth edition of The Oregon Nonprofit Corporation Handbook HOW DO I START A NONPROFIT . For the second year, convened sector CORPORATION IN OREGON? representatives from across the state at HOW DO I REPORT FUNDRAISING NAO’s Town Hall listening sessions—in COSTS ACCURATELY? Albany, Coos Bay, Prineville, and Baker City WHAT ARE THE RESPONSIBILITIES . In October 2011, launched the only OF A BOARD VS. STAFF? statewide, nonprofit Job Board (165 postings and 24,855 views) . Provided Nonprofit Members with cost-saving programs and services

Strengthen Leadership

. Delivered leadership development and coaching to nonprofit executives, In 2011-12, our Executive management, Board, volunteers, and Transition Services placed stakeholders 15 interim executive directors and 13 interim . Tenth year of robust interim executive development directors. placement and executive search service . 3,800 nonprofit leaders attended NAO training networks and workshops in Bend, Eugene, Medford, Portland, and Salem . “Successful Grants Stewardship,” NAO’s first eight-part webinar series, was viewed at 269 sites, with multiple participants at most sites

Nonprofit Association of Oregon / Annual Meeting 5 MEMBER OVERVIEW

Primary Service Area Place of Business

From the Lower Columbia Hispanic Council in Astoria to Fishtrap in Enterprise to Harney County Library Foundation in Burns, our members represent every corner of the state.

Budget Size

Our nonprofit members are small, medium, and large organizations; most have budgets under $100,000.

CURRENT MEMBERSHIP 409 Nonprofit Members 156 Affiliate Members as of October 2012

SERVING OREGON NONPROFITS

NAO has delivered programs and services throughout the state including training, consulting, Town Hall listening sessions, and presentations at conferences in: Albany Depoe Bay Lorane Ontario Siletz Wilsonville Alpine Dundee Manzanita Otis Silverton Woodburn Alsea Elmira McKenzie Paisley Springfield Yachats Astoria Estacada Bridge Philomath St. Benedict Baker City Eugene Medford Portland St. Helens Banks Falls City Mill City Prineville Sweet Home Beaverton Fern Ridge Molalla Rainbow The Dalles Bend Forest Grove Monmouth Rainier Tillamook Blue River Gates Monroe Redmond Toledo Cannon Beach Grand Ronde Mt. Angel Salem Veneta Colton Hillsboro Mulino Scappoose Vernonia Coos Bay Hood River Nehalem Scotts Mills Vida Cornelius Independence Neotsu Seal Rock Waldport Cottage Grove Lakeview New Pine Creek Seaside Walterville Creswell Leaburg Newberg Sheridan Warrenton Dallas Lebanon Newport Sherwood Willamina

Nonprofit Association of Oregon / Annual Meeting 7 Oregon Nonprofit Sector Report

Executive Summary

Project Goals Methodology The Oregon Nonprofit Sector Report (ONSR) is To compile this report, the team developed the outcome of a collaboration between the and executed a survey instrument that collected Nonprofit Association of Oregon (NAO) and data from over 600 participating nonprofit Portland State University’s (PSU) Institute for leaders/organizations comprising a Nonprofit Management (INPM), which is part of representative sample for regional and the Center for Public Service. The report is subsector distribution of nonprofits. The team intended to inform decision makers in the also analyzed and interpreted data on Oregon's public, nonprofit, and private sectors about the 10,429 actively filing public charities listed in present economic status and relevance of the the Oregon Department of Justice database nonprofit sector. and compared it with data in other state of the nonprofit sector reports to identify gaps, The ONSR should specifically help public policy inconsistencies, and best practices. decision makers, philanthropists, and nonprofit leaders better understand the organizational and financial health of the state’s nonprofits. Nonprofit organizations are dealing with the The ONSR aims to provide basic, consequences of recent financial crises—the current, and easily accessible data on the effects of which greatly influence Oregon’s nonprofit sector in Oregon to help inform state budget cycle and the budgets of many of the public about the social impact of the state’s 22,000+ tax‐exempt organizations. nonprofit organizations in Oregon. This This comprehensive report examines the sector report is a starting point for ongoing as a whole—including a description of the size research and data collection to learn and scope of the sector (e.g., number of more about how Oregon nonprofits relate organizations, expenditures, regional to government, for profit firms, one distribution, number of employees and another, their clients, and society as a volunteers, regional distribution whole. The ONSR team hopes there of volunteers, forms of volunteering, number of will be ongoing efforts to continue this foundations); the current condition of important work for and about Oregon’s nonprofits (e.g., clues about their economic nonprofit sector. viability and social relevance, relative health in key areas such as leadership, fundraising, outlook); and the contributions, social impact, and future of Oregon’s nonprofit sector. View the full report at WWW.NONPROFITOREGON.ORG Key Findings

Total revenue of the 10,429 active charitable nonprofits (reporting year beginning 2010) in Oregon was approximately $13 billion, with total assets of $16 billion. Nonprofit organizations in Oregon provide 166,130 jobs, which represents 13% of Oregon’s private sector employment. Oregon’s largest nonprofit employers are hospitals, accounting for 51,000 employees. It is clear that nonprofits play an increasingly vital role in supporting the state. The ONSR provides critical details about the sector’s scale, health, and impact. Some key findings about the Oregon‐ based public charities who responded to the survey include:

.The sector is predominantly female and .Sixty percent of nonprofits reported white: 76% of employees are women; increased fundraising (in 2011 compared 28% are people of color. to 2010), which is 19% higher than in the US overall. Fundraising efforts were in‐ .Overall, employment in nonprofits creased through more foundation grant has stabilized after the recent financial applications (57%), greater attention to crises: 35% of respondents reported an major individual donors (52%), and the increase in paid staff, and over one‐ addition of special events (49%). quarter increased volunteers. .Eighty‐six percent of nonprofits .In 2011, 54% of nonprofits reported collaborate with each other. Those increased revenue, 26% reported flat who most collaborate are agencies revenue, and 20% reported decreased and organizations within the Housing revenue compared to 2010. and Shelter (97%), Healthcare and .Sixty‐five percent of nonprofits reported Counseling (91%), and Human Services increased demand for services in 2011, and Community Improvement and comparable to national data, while 28% Capacity Building (tied at 89%) reported that demand stayed about the subsectors. same. .Meeting with public officials ranked .Twenty‐six percent of nonprofits reported highest among nonprofits’ advocacy that they had to scale back programs, and activities (56%); nearly one‐third 51% had to turn away clients. participated in coalitions that attempt to influence public policy. .Fifty‐seven percent of nonprofits do not have enough unrestricted operating .For fiscal year 2012, Oregon’s nonprofits reserves to cover three months of expect the percentage of total revenue operating expenses, compared to 46% from most sources to increase; to 48% of organizations nationally. government revenue is mostly expected Almost one in four (24%) reported they to stay the same. The majority expects are operating with less than one month their organizations to grow moderately worth of reserves. over the next one to three years; one‐ third expects substantial organizational growth over the next five years. FINANCIAL OVERVIEW

Statement of Activities For the Year Ended 9/30/12 (Unaudited) FY12 Y/E FY13 Budget Unrestricted Support & Revenues Grants & Sponsorships 860,786 814,703 Individual Contributions 7,626 10,000 Program & Service Fees (Net of Client Costs) 720,538 739,713 Membership dues 74,776 75,000 Interest 1,142 1,500 Sales & Other Income (Net) 19,195 17,850 Total Unrestricted Support & Revenue 1,684,063 1,658,766

Expenses Personnel 1,236,123 1,260,166 All Other Expenses (incl Depreciation) 409,849 397,421 Total Expenses 1,645,972 1,657,587

Income (Deficit) 38,091 1,179

Percentages of Revenue from Specified Sources

10 Good Works. Together. BOARD OF DIRECTORS

Member Representative Directors Eloise Damrosch, Portland (through 2015) Ms. Damrosch has been with the Portland tri-county Regional Arts and Culture Council (RACC) since 1988, and Executive Director since 2004. RACC is a $7 million organization that works to integrate arts and culture into all aspects of community life through grants to artists and arts organizations, placing specific works of art in public spaces, and supporting arts education. Prior to coming to Portland, Ms. Damrosch lived in Bend for more than a decade where she taught art history and managed the Artists-in-Education program for Central Oregon. Ms. Damrosch is originally from City.

Tonya Graham, Ashland (through 2015) Ms. Graham has been Executive Director of the Geos Institute since 2001. The Geos Institute, which has a budget of about $1.5 million and maintains an office in Washington, D.C. as well as in Ashland, helps people predict, reduce, and prepare for climate change bringing the best available science to community and natural resource planning processes. Ms. Graham has also developed ClimateWise, a nonprofit consulting firm that is part of the Geos Institute. Originally from Wadsworth, Nevada, Ms. Graham has lived in Southern Oregon for 14 years.

Michael Kaplan, Portland (through 2014; resigned effective November 2012) Mr. Kaplan is the Executive Director of Cascade AIDS Project, a $4.6 million agency that works to prevent HIV infection, support and empower people infected and affected by HIV/AIDS, and eliminate HIV/AIDS-related stigma. Mr. Kaplan previously worked for the Academy for Educational Development in Washington, D.C., most recently as Vice President for International AIDS Programs and Deputy Director for the Center on AIDS and Community Health. Mr. Kaplan has 20 years of nonprofit management experience and serves as Treasurer of the Board.

Karin Kelley-Torregroza, Beaverton (through 2013) Ms. Kelley-Torregroza is Executive Director of Vision Action Network (VAN), a $400,000 organization serving Washington County. VAN’s mission is to identify critical issues and support collaborative community-based solutions. In the last two years VAN has focused on health care, sustainability, and economic security for Washington County residents. Prior to joining VAN in 2008, Ms. Kelley-Torregroza was the Director of Children, Youth, and Family Services for Portland Impact. Ms. Kelley-Torregroza moved to Oregon in 2007 from California where she directed the Redwood City School District’s Community Schools initiative and its School-Community Partnerships program. Ms. Kelley-Torregroza is originally from San Jose, California. She currently serves as Secretary of the Board.

Chris Krenk, Portland (through 2015) Mr. Krenk has served as the President and CEO of Albertina Kerr Centers for the past 22 years. Founded in 1907, Albertina Kerr Centers partners with the community to support people with developmental disabilities and mental health challenges to lead self-determined lives and realize their full potential. The organization has an annual operating budget of $38 million and is a resource for people from all over the State of Oregon. Mr. Krenk is past Chair and current Board member of CareOregon, past President of the Foster Family Care Network, past President of the Oregon Alliance of Children’s Programs, and past member of the Governor’s Task Force to evaluate Oregon State Hospital abuse prevention and reporting procedures. Mr. Krenk has been a recognized leader in guiding mental health and developmental disabilities programs in Oregon for more than 30 years.

Nonprofit Association of Oregon / Annual Meeting 11 Mark Langseth, Portland (through 2015) Since 2009 Mr. Langseth has been the President and Chief Executive Officer of “I Have A Dream” Foundation, which with a budget of $1.2 million helps low-income kids succeed in school and college. Mr. Langseth moved to Portland from Minneapolis in 2006 to take the position of Assistant Vice President for University Development at Portland State. He has extensive experience in K-12 and higher education and was active in the Minnesota Council of Nonprofits when he lived in Minneapolis. He is also a frequent speaker and author on education-related topics.

Charles LaTourette, Wilsonville (through 2014) Mr. LaTourette has been Executive Director of the Dental Foundation of Oregon since 2008. The Dental Foundation, with a budget of $825,000, works to improve oral health in Oregon. An Oregon native, Mr. LaTourette has over 25 years’ experience in communications and general management working for both for-profit and nonprofit organizations. He has also been active in educational reform and as a Board Member of several health and arts organizations. Mr. LaTourette was a member of the original Nonprofit Association of Oregon Steering Committee when it was a program of TACS. He has served on the Governance Committee for the past three years.

David Leslie, Portland (through 2014) Mr. Leslie is Executive Director of Ecumenical Ministries of Oregon (EMO), a statewide association of religious denominations, congregations, ecumenical organizations, and interfaith partners. EMO’s mission is to address the well-being of all Oregonians through faith-based social ministries, advocacy initiatives, and interreligious dialogue programs. EMO serves more than 50,000 people annually and has a $3.5 million operating budget. Mr. Leslie has more than 25 years of nonprofit management experience, with 20 years as the executive director of small and mid‐size community and faith‐based nonprofit organizations, including the Austin Habitat for Humanity and Interfaith Ministries for Greater Houston. Mr. Leslie moved from Texas to Oregon in 1997. His Board and community service includes the Oregon Ending Homelessness Advisory Committee, National Religious Campaign Against Torture, and National Council of Churches Interfaith Commission.

Bob Lieberman, Grants Pass (through 2015) Mr. Lieberman arrived in Oregon from Chicago in the early 1970s and began his career in children’s mental health services. He has been associated with Southern Oregon Adolescent Study and Treatment Center (SOASTC) since the late 70s and has been its Executive Director since 1989. SOASTC, with a budget of $7.5 million, provides both residential and outpatient treatment to emotionally at-risk children and their families throughout southern Oregon. SOASTC has pioneered school-based mental health prevention and promotion programs in Josephine County. Mr. Lieberman is on numerous national and statewide commissions and committees concerned with children’s mental health.

Rick Nitti, Portland (through 2013) Mr. Nitti has been the Executive Director of Neighborhood House since 1991 when he moved to Portland from Chicago. Neighborhood House, founded in 1905, is a $5.6 million agency serving 12,000 low-income children, families, and seniors annually. Mr. Nitti is a former Board President of Children First and Board Chair of the Southwest Community Health Center. He currently serves as Treasurer of the Board of the Hillsdale Farmers Market and is a member of the Multnomah County Poverty Advisory Committee. Mr. Nitti was the co-Chair of the NAO Steering Committee when it was a program of TACS and joined the Board in January 2010. He has served as Secretary of the Board and has also served on the Finance Committee. He is currently Board President.

Claire Seguin, Springfield (through 2015) Ms. Seguin has served as Executive Director of the Neighborhood Economic Development Corporation (NEDCO) since 2010. NEDCO, Oregon’s first Community Development Corporation, helps neighborhoods and families build assets through homeownership, neighborhood revitalization, and business development in Lane County and the Mid- serving Salem, Clackamas County, Marion County, and neighboring communities. In 2008, prior to her move to Oregon, Ms. Seguin was awarded the Nonprofit Woman of the Year award from the San Diego East Chamber of Commerce for her 15 years of nonprofit leadership. Ms. Seguin is active in the nonprofit

12 Good Works. Together. community in the Eugene area where she coordinates an executive directors’ forum which brings nonprofit leaders together to share learnings and experiences.

Brandi Tuck, Portland (through 2015) Ms. Tuck moved to Portland from Florida in 2006, and in five years has founded both the Portland Jazz Composers Ensemble, where she serves as Board President, and Portland Homeless Family Solutions, where she is Executive Director. Portland Homeless Family Solutions has two shelters for homeless families with children, both in downtown Portland, and a budget of about $400,000. In 2009 Ms. Tuck received the Skidmore Prize, an award given annually by Willamette Week to four people under age 35 who do outstanding work at nonprofit organizations.

At-Large Director Ross Laybourn, Portland (through 2013) Mr. Laybourn is a former Assistant Attorney General with the Oregon Department of Justice, where he served for more than 30 years, including 20 years as the Attorney-in-Charge of the Oregon Charitable Activities Section. Mr. Laybourn is a past president of the National Association of State Charity Officials and served on NASCO’s Board of Directors for over a decade. Locally, he has been a longtime member of the Giving in Oregon Council. He frequently presents at nonprofit conferences on nonprofit Board governance.

Please join us in extending a hearty “thank you” to those Board members who have recently ended their terms: Kathi Jaworski, Michael Kaplan, Charles McGee, Chuck Sams, and Eric Vines.

Nonprofit Association of Oregon / Annual Meeting 13 OUR SPEAKERS

About Ted Wheeler During Ted Wheeler’s tenure as a public servant, he has been a leader in protecting the most vulnerable citizens in Oregon’s communities. He has proven that his unique style of independent, innovative thinking and straightforward governing gets things done for Oregonians.

Serving as the Chair of the Multnomah County Commission from 2006 to 2010, Ted proved himself a champion of preventative services. Under his leadership, Multnomah County reduced the cost of government while maintaining safety net programs for the elderly, drug and alcohol treatment programs, and forging partnerships to fund a Mental Health Crisis Center.

As State Treasurer, Ted has made sure his legacy of championing critical services and running an efficient operation continued. He directed efforts to make the State Treasury a more responsible investor and careful steward of state debt, implemented money-saving technologies, strengthened oversight and access to data, authorized securities fraud lawsuits, earned an upgrade in Oregon’s credit rating, and announced a revamped Oregon 529 College Savings Network with lower costs and more options for families. In just two years, Ted has put Oregon on stronger fiscal footing.

Ted’s family came to Oregon in 1852, helping to grow timber towns and coastal communities in Oregon along the way. Ted graduated from Lincoln High School in Portland. He went on to earn a BA in Economics from Stanford University, a Masters in Business Administration from Columbia University, and a Masters in Public Policy from Harvard University. Before entering elected office, Ted worked in the financial services industry for nearly 20 years, including a senior manager at Copper Mountain Trust.

Ted is a longtime community volunteer leader, and has devoted energy to diverse organizations including Neighborhood House, Portland Mountain Rescue, and the Oregon Sports Authority.

He lives in Southwest Portland with his wife, Katrina, and five-year-old daughter.

14 Good Works. Together.

About Nichole Maher Nichole Maher joined Northwest Health Foundation as president and CEO in August 2012. Previously, she served as the executive director of the Native American Youth and Family Center (NAYA) in Portland, Oregon for over 11 years.

Under her leadership, the NAYA Family Center grew from a staff of five and a budget of $200,000 to over 100 employees and a $10 million annual budget. In 2010, NAYA served over 5,000 families as a wrap-around community service organization offering culturally specific education programs, a fully accredited high school, financial literacy and micro enterprise development, social services, domestic violence prevention and response programs, housing, and comprehensive poverty reduction programs.

Nichole holds a Masters in Public Health from the Mark Hatfield School of Government at Portland State University and two Bachelors of Science, one in Public Health and one in American Indian Studies from Oregon State University.

In 1999, she completed a fellowship at Harvard Medical School, as well as the Robert Wood Johnson Minority Medical Education program at Yale Medical School in 1998. She has received numerous leadership and industry honors, including Oregon’s 50 most powerful people, Oregon’s top 40 under 40, Portland’s 50 most influential people, as well as Oregon Women of Distinction award.

Born in Ketchikan, Alaska, Nichole attended school on the Siletz Indian Reservation in Oregon and is a member of the Tlingit Tribe of Southeast Alaska.

She serves on a number of governing Boards, including All Hands Raised, Planned Parenthood, Portland Parks and Recreation, National Urban Indian Family Coalition, the National Comcast/NBC Joint Council Board, and the Oregon Education Investment Board.

She is a proud mother of two young children.

Nonprofit Association of Oregon / Annual Meeting 15 OUR MEMBERS

Nonprofit Members ACTS Oregon Cat Adoption Team Addictions Recovery Center Catholic Charities Adelante Mujeres Cause & Event Foundation Adventures Without Limits Cedar Mill Community Library Akha Heritage Foundation Center Against Rape & Domestic Violence Albertina Kerr Centers Center for Diversity & the Environment Alliance for Community Traffic Safety in Oregon Central City Concern Alvord-Taylor Independent Living Services Central Oregon Veterans Outreach American College of Physicians Oregon Chapter Cerimon House Andeo Chelsea Hicks Foundation The Arc of Multnomah- Clackamas Children First for Oregon Arts Action Alliance Foundation Children’s Cancer Association Arts Central Children’s Nursing Specialties Artz Center for Developmental Health & Audiology Chinquapin Center for the Arts Ashland Independent Film Festival Circus Project Aurora Colony Historical Society Clackamas Services Center Baby Blues Connection Clackamas Women’s Services Bags of Love, Inc. Clean Energy Works Oregon Baker County Community Literacy Coalition Climate Trust Ballet Folklorico Ritmo Alegre Coalition for Kids Banks Community Foundation The Collins Foundation Beaverton Hispanic Resource Center Colored Pencils Art & Culture Council Benton County Foundation Columbia Educational Designs Bethlehem Inn Columbia Gorge CASA Big Brothers Big Sisters of Lane County Columbia Slough Watershed Council Birth to Three, Inc. Come Rest Awhile Black Parent Initiative Community Warehouse, Inc. Blosser Center for Dyslexia Resources Community Partners for Affordable Housing, Inc. Bob Belloni Ranch, Inc. Community & Parents for Public Schools of Portland Bosco-Milligan Foundation / Architectural Community Action Organization Heritage Center Community Action Resources Enterprises CARE BRING Recycling Community Cycling Center Business for Culture & the Arts Community Energy Project, Inc. Caldera Community Housing Fund Camp Lutherwood Oregon Community Sharing Program Campaign for Equal Justice Compassion Center Candlelighters for Children With Cancer Congregation Beth Israel CASA of Central Oregon Constructing Hope Pre-Apprenticeship Program CASA of Lane County Cork Forest Conservation Alliance Casa of Oregon Corvallis Bicycle Collective Cascade AIDS Project Corvallis Multicultural Literacy Center Cascade School of Music Cottage Theatre Cascades Raptor Center Crater Rock Museum, Inc. Cascadia Behavioral Healthcare, Inc. CUB Policy Center

16 Good Works. Together. DemocracyLab Growing Gardens Dental Foundation of Oregon Hacienda Community Development Corporation Deschutes Children Foundation Harney County Library Foundation Deschutes County Healthy Beginnings, Inc. Head Start of Yamhill County Direction Service, Inc. Heart & Hope Musical Ministries Donate Life Northwest Help Eliminate Learning Problems, Inc. Donate2Educate Helping Hands Resources Eastco Diversified Services, Inc. Helping Wings Ecology in Classrooms & Outdoors (ECO) High Desert Village Ecumenical Ministries of Oregon Hillsboro Empowers Youth! EduCongo Hillsboro Schools Foundation Elizabeth Bowers Education Fund Historic Preservation League of Oregon The Environmental Center HOBY Oregon Ethiopian Orphan Relief Hospice & Palliative Care of Washington County Exceed Enterprises Housing Development Center Family & Community Together Hoyt Arboretum Friends Family Ministries Center Human Solutions Family Resource Center Hunde Nagaya Feldenkrais Educational Foundation of “I Have A Dream” Foundation - Oregon Film Action Oregon (dba Hollywood Theatre) Idealist.org Financial Beginnings Immigration Counseling Service (ICS) Financial Stewardship Resources, Inc. Impact Northwest Firebare Independent Development Enterprise Alliance First Harvest of Rotary District 5110 Indian Country Conservancy Fishers of Men Ministries Inner Court Family Center Florence Food Share Institute for Applied Ecology Flying Physicians International International School FolkTime, Inc. Intertribal Timber Council Food Roots, Inc. Jackson County Library Foundation Forest Park Conservancy Janus Youth Programs Foundation for the Preservation of the Mahayana Jesuit Volunteer Corps Northwest Tradition Jewish Federation of Greater Portland Free Arts NW Jewish Theatre Collaborative Fresh Start Restorative Health Services, Inc. John & Linda Shelk Foundation Friends of Lone Fir Cemetery Junior League of Eugene Friends of McLean Park & House Katherine E. Murray Scholarship Fund Friends of the Children Kids Intervention & Diagnostic Service Center Friends of the Multnomah County Library Klamath Falls Farmers Market Association, Inc. Friends of the Oregon Coast Aquatic Park Lake County Resources Initiative Friends of the Talent Library Lane Coalition for Healthy Active Youth Friends of Tryon Creek State Park Language Hunters Friends of Zenger Farm League of Women Voters of Oregon Education Fund Funeral Consumer Education Foundation Levé Gateway to College National Network Liberty House GEARs Education The Library Foundation Geos Institute LifeWorks Northwest Get A Life Marching Band The Little Dog Laughed Animal-Assisted Therapy Gift of Adoption Fund- Chapter Little White River Self- Healing Society, Inc. Gladstone Public Library Foundation Living Opportunities, Inc. Gordon Elwood Foundation Los Niños Cuentan Grand Ronde Symphony Association Lotus Rising Project Greater Douglas United Way Lydia’s Love Greater Jefferson Community Center Macdonald Center Greenhill Humane Society Mainstream Housing, Inc.

Nonprofit Association of Oregon / Annual Meeting 17 Mainstreamed Media Oregon BEST Making Memories Breast Cancer Foundation Oregon Center for Nursing Marathon Education Partners Oregon Center for Public Policy The Marissa Mission Oregon Coast Council for the Arts Maslow Project The Oregon Community Foundation McKenzie River Gathering Foundation Oregon Country Fair Memorial Fund for Veterans of Washington County Oregon Criminal Defense Lawyers Association Mental Health America of Oregon Oregon Entrepreneurs Network Menucha Retreat & Conference Center Oregon Food Bank Mercy Corps Northwest Oregon HEAT Metropolitan Family Service Oregon Historical Society Microenterprise Resources, Initiatives & Training Oregon Humanities Miracle Village Academy Oregon Justice Resource Center Mobility International USA Oregon Lions Sight & Hearing Foundation Morrison Child & Family Services Oregon Maritime Museum Multicultural Integrated Kidney Education Program Oregon Master Gardner Association Museum At Warm Springs Oregon Mentors My Sister’s House, Inc. Oregon Microenterprise Network My Voice Music Oregon Museum of Science & Industry National Indian Child Welfare Association Oregon Opportunity Network Natural Areas Association Oregon Physicians for Social Responsibility The Nature of Words Oregon ProArte Youth Chamber Orchestra Neighborhood Economic Development Corporation Oregon Public Broadcasting Neighborhood House, Inc. Oregon Rehabilitation Association Neighbors for Clean Air Oregon School Based Health Care Network Neighbors West-Northwest Oregon Simulation Alliance Netcorps Oregon Symphony Association in Salem New Avenues for Youth Oregon Technology Business Center New Gately Academy Oregon Tradeswomen, Inc. Next Door, Inc. Oregon Women Lawyers Nick Wilson Charitable Group Oregon Zoo Foundation Nobel Peace Laureate Project Oregon Cultural Trust North by Northeast Community Health Clinic Our House of Portland North Portland Community Works Our United Villages & The Rebuilding Center Northwest Catholic Counseling Center Over The Rainbow, Inc. Northwest Energy Efficiency Alliance p:ear Northwest Family Services College of Art Northwest Housing Alternatives Pain Society of Oregon Northwest Mothers Milk Bank Parents Via Egg Donation Northwest Sarcoma Foundation Partners for a Hunger-Free Oregon Northwest Women’s History Project Partners in Care Npower NW Partnership to End Poverty NW Regional Re-Entry Center Pathways to Care Network Oncology Youth Connection Paws Assisting Veterans On-the-Move Community Integration Pearl Buck Center, Inc. Open Eyes International People for Parks Operations Pitch Invasion PGE Foundation Ophelia’s Place PHAME Academy Options Counseling Services of Oregon Phoenix Rising Transitions Oregon Adaptive Sports Planned Parenthood Columbia Willamette Oregon Area Jewish Committee Portland Art Museum Oregon Association for the Education of Young Portland Community College Foundation Children Portland Community Media Oregon Association of Railway Passengers Portland Folkmusic Society

18 Good Works. Together. Portland Fruit Tree Project Sunstone Montessori School Portland Homeless Family Solutions Sutherlin Community Resource Center Portland Open Studios Tanker 61 Memorial Wildfire Education Center Portland Opera Teras Interventions & Counseling, Inc. Portland Reading Foundation Tillamook County Women’s Resource Center Portland Revels Toy & Joy/Compassion in Action Portland Story Theater Trauma Healing Project Powerful Tools for Caregivers Treasure Valley Children’s Relief Nursery Prineville Hospital Foundation The TREE Institute Rahab’s Sister Tuality Healthcare Foundation Rainbow Adult Living Two Rivers Aikikai Reach Another Foundation Umatilla County Historical Society Heritage Museum REACH Community Development Umlimited Choices, Inc. ReFit Union County Museum Society Regional Arts & Culture Council United Way of Columbia County Resolutions Northwest United Way of Jackson County Returning Veterans Project United Way of Lane County Ride Connection, Inc. United Way of the Columbia-Willamette Rimrock Health Alliance Up & Out, Inc. Rogue Valley Chorale Upstream Public Health Rogue Valley Farm to School Vernonia Hands-On Art Center Ronald McDonald House Charities of Central Oregon Victory Academy Rose Community Development Corporation Vision Action Network Rural Development Initiatives Volunteer Connect Salem-Keizer Education Foundation Volunteers of America Oregon Samaritan Health Services Wallace Medical Concern Samaritan House, Inc. Wallowa Valley Music Alliance Saturday Academy Washington County Bicycle Transportation Coalition Saving Grace WAVES for Development International School & Community Reuse Action Project (SCRAP) Wellsprings Friends School School Garden Project of Lane County Western Arts Alliance SE Works, Inc. Whoozits, Whatsits, Gadgets, & Widgets Sequoia Mental Health Services Wilderness International Serendipity Center, Inc. Willamette Farm & Food Coalition The Shadow Project Willamette Valley Development Officers Shaping America’s Youth Willamette Valley Hospice ShelterCare Willamette West Habitat for Humanity Silverton hospital Foundation William Temple House Sisters 4 Survivors Wings of Freedom Project Sisters Folk Festival Inc. WinterSpring Center Sisters of the Holy Names Foundation Wisdome of the Elders, Inc. Sitka Center for Art & Ecology Women at the Well Grace House SMART (Start Making A Reader Today) Women’s Resource Center of Central Oregon SnowCap Community Charities World Affairs Council of Oregon SOASTC World Forestry Center SOLVE Write Around Portland Soromundi Lesbian Chorus of Eugene Yachats Youth and Family Activities Program South Lane Family Nursery Yamhill County Cultural Coalition Southern Oregon Child & Family Council Youth Villages, Inc. Southern Oregon Repertory Singers Youth, Rights & Justice Sponsors, Inc. Artists Project Sunnyside Organics Zimmerman Community Center Sunriver Nature Center & Observatory

Nonprofit Association of Oregon / Annual Meeting 19

Affiliate Business Members Accounting for Non Profits International Scholarship & Tuition Services, Inc. Adept Diva Consulting J.D. Fulwiler & Co. Insurance Ambridge Event Center Jama Enterprises Annalivia Palazzo-Angulo Consulting James E Richman, CPA, PC AO Nonprofit Strategies and Affairs Jan McGowan Nonprofit Consulting Arthur Davis Consulting Jarmon Consulting Association of Fundraising Professionals John Gear Law Office, LLC Benton Soil & Water Conservation District Jones & Roth, CPAs & Business Advisors Bishop French Kathy Kniep Consulting Bliss Sequoia Insurance & Risk Advisors Kay Sohl Consulting Bloom Anew Kern & Thompson, LLC Bookkeeping Collaborative, The Knauerhase Law Office Briggs Business Consulting KPD Insurance, Inc. Brown/Armstrong, P.C. Kristina Smock Consulting Capacity Builders Leapfrog Training & Facilitation Cascade Employers Association Leonard Adams Insurance Change Dynamics Lipscomb Consulting Chase Solutions McDonald Jacobs, P.C. CoActive Connections Molvi CPA, LLC Community Development Law Center Multnomah County Library Community Housing Fund NARAL Pro-Choice Oregon Consulting, Mediation, Facilitation & Coaching New Perspectives Coaching, Training & Facilitation Services Northwest Burn Foundation CRSmith Consulting Northwest Development Center Cynthia Cumfer, Attorney At Law One Pacific Coast Bank Dana L. Brown Consulting On-Time Accounting, LLC The Data Bank Overture Publications Decisions Decisions Paula Manley Consulting Dianna Smiley, LLC PDX Currency Discovery Leadership Institute-Willeford Group PDXShan Communications Durham & Bates Insurance Perkins & Co. EchoEffect Philadelphia Insurance Companies Eliot & Associates Portland Business Alliance Emge & Whyte Portland Farmers Market Empowerment Initiatives, Inc. PortlandSocietyPage.com First Nonprofit Insurance Company Power Productions Fox & Company CPAs, LLC Project Pooch, Inc. Grantmakers of Oregon & Southwest Washington RBP Methods Graphic Information Systems, Inc. Richard Winkel CPA Grassroots Northwest Robert W. Baird & Co. Great American Insurance Samantha Swaim Fundraising, LLC Great Northern Staff Administrations Signposts Consulting for Nonprofits Grubb & Ellis Company Strategic Resources LLC Hanada Writes, LLC Susan Matlack Jones & Associates Healthy Change Consulting Symmetry Accounting Services Heritage Bank The Bochner Group Heritage Program Division The Irvington Club Heritage Programs Division The Standard Home Performance Contractors Guild of Oregon Trupp HR, Inc. IHR Consulting, LLC United Homecare Services Impactivism University of Oregon Masters of Nonprofit Insight Evaluation, LLC Management Program

20 Good Works. Together. V Consulting, LLC Delmar Stone Venture Portland Andi Swart Walsh Construction Co. Vanessa Wilkins Wasserman & Associates Wells Fargo Insurance Services, Inc. Wild Apricot Affiliate Student Members Woloshin Communications, Inc. Elizabeth Asahi Sato Workplace Mediation & Facilitation Molly Burns Write to Know Nonprofit Consulting Alice Cruikshank Leslie Foren Amanda Kaler Affiliate Individual Members Bethany Lister Madelaine Abulencia Amy Masgai Jeff Allen Kimi Nam Lisa Erica Stillman Geoff Babb Stacy West Helen Beardsworth Warren Bechtolt Jr. Petra Berger Bill Boehning Lenny Borer Help Us Expand Our Joshua Burnstein Network! Jack Cluth Theresa Deibele Our Members stay connected, stay Dave Eshbaugh informed, and receive deep discounts Margaret Eickmann on products and services. Mary Fifield Let nonprofits and businesses you Mike Giering Ernie Guerrero work with know about the benefits of Bryan Hagen membership in NAO! Lauren Jarrett More about member benefits and rates Gavin Johnson can be found at: Ted Kaye Larry Lakes WWW.NONPROFITOREGON.ORG. Peggy Lawson Mary Markley Lora Meisner Geneva Miller Lola Mitchell Gordy Molitor Ben Moorad Tom Nelson James Nelson Sarah Newhall Sally Oakes Deborah Porter Jeannie Ramsey Eileen Reilly Thomas Rooney Cynthia Ryan Meredith Savery Helena Schniewind Rebecca Schroeder Katheryn Shay

Nonprofit Association of Oregon / Annual Meeting 21 OUR SUPPORTERS

We recognize and thank the following foundations, companies, and individuals for their support in 2011-12 (October 1, 2011 through September 30, 2012):

Foundation Supporters Technical Assistance The Paul G. Allen Family Foundation Funders The Carpenter Foundation The Collins Foundation Kaiser Permanente The Ford Family Foundation Oregon Mentors Kaiser Permanente Portland Parks & Recreation TA Fund The Kinsman Foundation Portland Women’s Foundation The Jackson Foundation Rogue Valley Nonprofit Network The Samuel S. Johnson Foundation Women’s Care Foundation Meyer Memorial Trust M.J. Murdock Charitable Trust 2011/12 Circle of Friends The Oregon Community Foundation Annual gifts of $1000 or more Spirit Mountain Community Fund Kit Gillem & Deborah Horrell Ross & Mary Lou Laybourn Sponsors Susan Matlack Jones & Associates, LLC AKT, LLP Alliance of Nonprofits for Insurance Special thanks to Grand Avenue Floral, Bank of the Cascades Whitney Lyons Photography, and the Beecher Carlson Portland Center for Media Arts for their Capital Pacific Bank help with this year’s Annual Meeting: John Gear Law Office, LLC Heffernan Insurance Brokers Kaiser Permanente Lewis Kennedy Associates Susan Matlack Jones & Associates, LLC Miller Nash, LLP Pacific Continental Bank PGE Foundation James E. Richman, CPA, PC The Standard

In-Kind Sponsors The Bend Bulletin Lane County Youth Services St. Charles Foundation Vibrant Table

22 Good Works. Together. OUR STAFF

Jim White María Lisa Johnson Executive Director Senior Consultant [email protected] [email protected]

Allison Adcox Cliff Jones Capacity Building Services Program Coordinator Senior Consultant [email protected] [email protected]

Alissa Beddow Carrie Kaufman Communications & Design Coordinator Director of Development & Communications [email protected] [email protected]

Amy Carlson Micaela Kennedy Consultant & Rural Program Manager Membership, TA Fund & Office Coordinator [email protected] [email protected]

Abe Conway Alexis Millett Technology Manager Capacity Building Services/Rural Program [email protected] Coordinator [email protected] Alice Forbes Operations Director Kim Vu [email protected] Fiscal Manager [email protected] Carol Ford Director of Capacity Building Kirsten Wisneski [email protected] Training Program Coordinator [email protected] Barbara Gibbs Senior Consultant [email protected] To see full bios of our qualified Guadalupe Guajardo staff and consulting team, visit Senior Consultant [email protected] the “Meet Our Staff” page at WWW.NONPROFITOREGON.ORG. Bob Hazen Executive Transition Services Director [email protected]

Jennifer Ingham Training Director [email protected]

Nonprofit Association of Oregon / Annual Meeting 23 JIM WHITE, EXECUTIVE DIRECTOR

The Nonprofit Association of Oregon (NAO) is pleased to announce the appointment of Jim White as Executive Director. NAO is an independent 501(c)(3) nonprofit organization that has served the nonprofit sector since 1977 providing training, consulting, and advocacy to enhance the capacity of nonprofits to fulfill their missions. Each year we serve over 8,000 nonprofit professionals from across the state. White, who officially begins on October 8, is deeply committed to social change and has worked in the nonprofit sector both domestically and internationally for more than 17 years. He has a passion for affecting systemic change in the way that the public, private, and nonprofit sectors work together to support and strengthen civil society. Throughout his career, White has worked on some of the most difficult humanitarian and development challenges of our times, in countries like Afghanistan, Iraq, Sudan, and North Korea. He is specifically skilled on working to build alliances and partnerships so that communities and organizations have a voice in the issues that are most important to them. When asked what drew him to join NAO, White responded, “Oregon is a unique state where we celebrate diverse ideas and diverse cultures. We have one of the most stunning and varied natural environments in the country. We have an engaged and passionate population; people who want to get involved in their community life. I am excited to bring what I have learned in the international context to the concerns, needs, and desires of the people of Oregon. I recognize that NAO is the organization that strengthens those voices and provides the kind of capacity building and leadership training that can have systemic change across the sector and beyond. That is something that I want to be involved with!” Before joining NAO, White worked for Mercy Corps for over 14 years, most recently as the Vice President of Operations. He has also worked for the International Organization for Migration and the American Red Cross. White earned a BS in Engineering Technology from Temple University and an MA in Central Eurasian Area Studies from Indiana University. The Board selected White at the end of a rigorous national search that generated a very large pool of outstanding candidates. Board Chair Rick Nitti says, “We are pleased to have found such a qualified leader and believe that Jim has the vision and skills to enable NAO to become a stronger voice for the sector and advance our work supporting and serving nonprofits statewide.” The Nonprofit Association of Oregon works in partnership with nonprofits, policy makers, philanthropists, and government agencies to ensure nonprofit success. Through training, consulting, executive transition services, and advocacy, the Nonprofit Association of Oregon helps build strong nonprofits which help build strong and vibrant communities. For additional information about the Nonprofit Association of Oregon, its programs and services, and its membership, visit www.nonprofitoregon.org.

24 Good Works. Together.