ALBERTINA KERR REPORT TO THE COMMUNITY 2015–16

Empowering Lives & Community

109 YEARS STRONG

Albertina Kerr has a strong 109-year history in Oregon and I am humbled to be only the fifth leader over all those years. I want to thank Chris Krenk who served as Albertina Kerr’s CEO for 26 years and retired in June. The legacy he left behind and the work he did over his tenure has been instrumental in helping serve more Oregonians. My passion since graduating from college has been to support and empower children and families who find themselves often living on the margins of our community. My goal is to lead Albertina Kerr and our 860 team members into the future by continuing to create the awareness that leads to more acceptance and inclusion of those we serve in our community. Our employees are the true backbone of what makes Albertina Kerr an amazing and special place – consistently giving above and beyond my expectations.

This past year saw many highlights for Albertina Kerr including serving 2,201 children, adults, and their families; we officially dedicated our 10-acre Campus as part of our Community Promise campaign, a $6.3 million investment. We launched our Legacy Phase of the campaign to increase our Guardian Angel Society Memberships to at least 150 Planned Gift Supporters. You can read more about the Legacy Phase in this report. Another highlight we’re proud of is starting our second Project SEARCH intern class with a new partner, Embassy Suites by Hilton Portland Airport. Project SEARCH is a nine month internship program which provides young adults with intellectual and developmental disabilities valuable job skills, meaningful employment, and a start to their career path. You’ll find more about this exciting program in this report as well.

We appreciate all you do to support Albertina Kerr and we thank you for being part of our Army of Angels.

Jeff Carr Albertina Kerr CEO

71,479Hours dedicated by

volunteers committed to our mission

2,201Children, adults and their families served

6,182Generous donors and

community supporters

ON BEHALF OF THE BOARD OF DIRECTORS

AND FOUNDATION TRUSTEES, THANK YOU.

Thank you to the donors and volunteers who generously advance Albertina Kerr’s mission with their time and resources. Thank you to Albertina Kerr’s front-line, direct service providers who, day in and day out, deliver often difficult but consistently outstanding care to many of the most vulnerable members of our communities. Thank you to Albertina Kerr’s leadership team who guides the organization, with particular thanks to recently retired CEO Chris Krenk. Chris did an outstanding job of leading the agency’s growth and programs during the 26 years that he served as our CEO and he deserves much gratitude. And thank you to Jeff Carr for joining us as our current CEO after we conducted a national search. Jeff brings a demonstrated track record of outstanding executive leadership, team-building, and fundraising skills to help shape Albertina Kerr’s future vision to meet the community’s needs. He is already making a positive impact.

Over the past year, Albertina Kerr has continued to grow due to your generous support. The ongoing commitment by our donors, supporters, and partners, along with the strong team members at Albertina Kerr, continues to help educate, advocate, and empower. Support for children’s mental health crises and adults with intellectual and developmental disabilities is crucial to help those most vulnerable. The more our community advocates and educates, the stronger our community is and those we serve become empowered to live richer lives.

It is an honor for us to serve Albertina Kerr and we sincerely thank you for your ongoing support and for being part of our Army of Angels.

John Thoma Mary Lago 2015–16 Chair 2015–16 Chair Board of Directors Foundation Trustees

2015–16 HIGHLIGHTS

LONG TERM CEO CHRIS KRENK RETIRED

After 26 years of dedicated service, Chris Krenk retired from Albertina Kerr in June. The number of lives that were empowered under Chris’ guidance is countless. With Chris’ retirement, we welcomed Jeff Carr as the next CEO. Jeff brings a demonstrated track record of outstanding executive leadership, team-building, and fundraising, and will lead Albertina Kerr to continually impact and empower the lives of the most vulnerable members of the community, help shape our future vision to meet the community’s needs, and continue strong stewardship of its resources and the community’s generosity.

ALBERTINA KERR CAMPUS

In May 2016, we gathered as a community to dedicate the completed 10-acre Albertina Kerr Campus with more than $6.3 million in donor investments from the Community Promise Campaign. The campus furthers an important transition away from reliance on institutional care of children with acute mental health challenges and toward community-based care. It expands services and meets the community need for this vulnerable, high-risk population by wrapping around critical services for children and their families directly in their homes, schools, and communities. The campus will provide care for nearly 1,000 children and their families each year.

ELECTRONIC HEALTH RECORDS

Children’s Developmental Health Services was the first of our service lines to go live with Epic, our new electronic health records platform. By the end of 2017, Epic will be implemented across Albertina Kerr to bring all our services and clients under a single, integrated electronic health record platform.

PROJECT ECHO

Children’s Developmental Health Services (CDHS) launched Project ECHO, a tele-mentoring model that uses video conferencing technology to give primary care physicians throughout the tri-county area access to mentorship from clinical and behavioral specialists at Albertina Kerr, allowing them to expand their level of expertise to work more effectively with children who have developmental delays and disabilities. This enables providers to treat patients with common complex conditions, rather than referring them on to CDHS or other specialty clinics. Increased patient retention and satisfaction keeps patients at their local health center, and treated within their own community.

ALBERTINA’S PLACE438 Volunteers, 54,343 Hours Discover a Gem. Empower a Life.A volunteer-run shopping and luncheon destination with proceeds helping support the work of Albertina Kerr.Chair: Mary Ann “Miki” HermanLeadership Committee: Marsha Buono, Christine Clark, Susan Gerritz, Roberta Gilley, Nancy Holden, Peggy Schlegel, Sherri Sollars, Pru Spofford, Carol Bess White, David Widmark

24 HOURS OF KERR $354,546 Raised | September 13–14, 2015Chair: Dave Manougian Golf & Auction Committee: Blaine Bartholomew, Jerry Baysinger, Larry Eldridge, Angela Hult, David Kamens, Clarke Leaverton, Wake Mack, Tim McNamara, Greg Mottau, Adelé Nofield, Andrew Plummer, Mike Rompa, John Thoma, Casey WaageTennis Chairs: Carilyn Alexander, Tom GustafsonTennis Committee: Anni Miller, Margie Rowland, Brian Shrock, John Van Leeuwen

RACE FOR THE ROSES$174,000 | April 17, 2016Chairs: Teri Barichello, Lea Pfau Committee: Carilyn Alexander, Rivah Beaty, Rob Burton, David Embree, Paul Litwinczuk, Rachel Phillips, Kimberly Schmett, James Walker

CHRISTMAS SHIPS SOIREE $64,150 Raised December 18, 2015Chair: Catherine Bekooy Committee: Margaret Barry, Mary Beth Butkovic, Diane Girard, Traci Ray

ANNUAL MEETINGOctober 27, 2015Keynote speaker: Cheryl StrayedCommunity Award Honorees: Hillsboro Hops, Cal Weld, Spirit Mountain Community Fund, Ted Wheeler

GRANT A WISH $81,159 Raised, 2,384 Gifts, 30 SponsorsIndividuals, businesses, and groups join together to fulfill holiday wishes for nearly 2,000 children and adults served by Albertina Kerr.

2015–16 HIGHLIGHTS

The Community Promise Campaign Invests $11 Million to Ensure Albertina Kerr is Always There for Oregon Families.In May 2016, we formally dedicated the Albertina Kerr Campus, a $6.3 million investment bringing together leading practitioners, critical programs, and community-based mental health services for children throughout the state of Oregon.

The final phase of the campaign is our Legacy Phase, to ensure that Albertina Kerr will be here for those in need for generations to come. The goal of this phase is to increase Guardian Angel Society memberships to at least 150 planned gifts – roughly 100 new Guardian Angels over the next two years. Guardian Angels are those who have made a provision for Albertina Kerr through their will, living trust, life insurance, retirement plan, or made a life income gift.

CAMPAIGN LEADERSHIP:

Honorary Chair: Ted Wheeler, Oregon State Treasurer Co-Chairs: Fritz & Lynn Bartsch, Mary Lago Leadership Council: Fritz Bartsch, Roger Cooke, Larry Davis, Angela Hult, Mary Lago, Priscilla Lewis, Janeen McAninch, David Manougian, Keith Meyers, Celia Murphey, Craig Payne Legacy Council: Fritz Bartsch, Chris Brown, Jeff Carr, Larry Davis, Chris Krenk, Mary Lago, Craig Payne, Janeen McAninch, David Manougian, Keith Meyers, John Thoma, Ken Thrasher, Kathryn West TOKNA Legacy Council: Lynn Bartsch, Marsha Buono, Miki Herman, Kathy Jaffe

Project SEARCH Empowers LivesAlbertina Kerr’s employment program, Project SEARCH, helps young adults with intellectual and developmental disabilities gain job skills, find jobs, and maintain their employment and transition to careers in integrated workplaces.

Project SEARCH is a nine-month internship and employment training model where participants receive classroom instruction, career exploration, and relevant job skills training through strategically designed internships. Interns rotate through unpaid internships with continual feedback for improvement with the outcome goal of gaining employment in the community.

Learning work/social skills, the interns work alongside the host company’s employees, as well as learn marketable skills through daily 5-hour shifts. At the end of the nine months, graduates are job ready and have worked on technical skills and soft skills including communication, accountability, and customer service. Interns also build resumes and prepare for job interviews.

These personal benefits contribute to breaking down negative stereotypes of people who have an intellectual or developmental disability. 85 percent of Albertina Kerr Project SEARCH participants have found jobs in integrated, competitive work places.

The Harris Family: Scott, Austin and Claudette

“Albertina Kerr looked at Austin’s strengths and what he can do. Albertina Kerr always looked at what he could do and achieve and learn.”

—Claudette Harris

AUSTIN HARRIS, PROJECT SEARCH GRADUATE

Austin, a 25 year-old from Forest Grove, was volunteering at ReStore, Habitat for Humanity’s home improvement outlet, and didn’t have any set career goals or plans. Austin applied to participate in Project SEARCH and went through the nine month program to help his confidence, social skills, and work skills for a better future. With the help of Project SEARCH, Austin found a full-time job at Intel with stable hours, a Monday through Friday work week, full benefits, and a salary higher than minimum wage.

To watch a video on Project SEARCH and Austin’s story, visit AlbertinaKerr.org/videos

OUR SERVICES

898 CHILDRENreceived servicesDiagnosis and treatment of children with developmental delays and disabilities including developmental behavioral pediatric medicine.

297 CHILDREN77% reduction in suicidal behaviorShort-term residential care and 24-hour access to mental health professionals for children with urgent mental health crises.

CHILDREN’S DEVELOPMENTAL HEALTH SERVICES

503 CHILDREN73% of children served showed clinical improvement in their presenting challengesIntensive community-based treatment for kids at risk and outpatient mental health services provided in the home, school, and community.

307 ADULTSAchieved 86% of individual service plan goals Opportunities for adults with developmental disabilities to participate in the workforce, join in activities, and pursue hobbies.

CRISIS PSYCHIATRIC CARE

COMMUNITY BASED MENTAL HEALTH SERVICES

620 HOURSof service to familiesA place for families raising a child with mental health and behavioral challenges to find support, answers to questions, and gather for activities.

FAMILY RESOURCE CENTEREMPLOYMENT & DAY SERVICES

948 HOURSof job experienceFun bike rentals on the Portland Waterfront and OMSI and job experience for teens receiving care from Albertina Kerr.

KERR BIKES

GROUP HOMES FOR CHILDREN & ADULTS

119 CHILDREN

85% of the youth who left care moved to a more independent setting Round-the-clock support and life skills training for youth ages 7 to 18 with developmental disabilities or mental health challenges in 18 neighborhood group homes.

93% of service plan goals were achieved29 neighborhood-based homes (25 for adults, 4 for young adults), with 24-hour support for independent living.

129 ADULTS

FOUNDATION & ORGANIZATION AUDITED FINANCIAL STATEMENTS

OREGON’S INVESTMENT IN KERRGovernment Contracts $41,738,323 Contributions, Events, Grants $2,423,889 Volunteer-Managed Businesses, Net Sales $586,032 Income & Net Appreciation of Investments ($74,752)Total Revenue $44,673,492

KERR’S INVESTMENT IN OREGONProgram Services $40,600,786 Management $4,100,101 Fundraising $715,102 Volunteer-Managed Businesses $431,800Total Expenses $45,847,789

CONSOLIDATED STATEMENT OF ACTIVITIES

ASSETS 2016 2015Cash $1,737,868 $1,151,407 Contract & Contributions Receivable $3,526,976 $5,697,082 Investments $8,251,623 $9,046,817 Property & Equipment $21,997,168 $20,692,191 Other Assets $913,684 $1,114,591Total Assets $36,427,319 $37,702,088

LIABILITIESPayables & Accrued Liabilities $2,992,713 $3,878,560 Deferred Revenue $157,797 $462,604 Long Term Debt $5,622,828 $4,532,646Total Liabilities $8,773,338 $8,873,810 Net Assets $27,653,981 $28,828,278

CONSOLIDATED STATEMENT OF FINANCIAL POSITIONS

43% Contributions

26% Grants

20% Volunteer Managed Businesses

11% Events

PRIVATE SUPPORT

43%Contributions

26%Grants

20%Volunteer Managed

Businesses

11%Events

Growth: Over the most recent 5-year period, Kerr’s annual revenues grew by over 20%, and net assets grew by over 30%.

Vision: With support from the Community Promise campaign to complete the major Gresham campus renovation, Kerr’s ability to meet the increasing demand for services has been strengthened, empowering the agency to continue fulfilling its mission in the years to come.

Stewardship: Recent audit results produced no management letter findings, indicating that proper controls were in place to account for funds entrusted to Kerr.

ARMY OF ANGEL S

Thank you for reaching out to the most vulnerable and giving back to your community through June 2016. Your generosity changes lives.

COMMUNITY PROMISE CAMPAIGN

CENTURY CIRCLE LEADERS$500,000+Anonymous Albertina Kerr Board Members & Foundation TrusteesMeyer Memorial TrustM.J. Murdock Charitable TrustWashington County$250,000+AnonymousThe Collins Foundation$100,000+AnonymousCareOregonClark FoundationRoger Cooke & Joan CirilloFamilyCare HealthThe Hatfield Family FundIn memory of Richard & Marjorie Ariano Mary Ann (Miki) HermanMaybelle Clark Macdonald FundThe Oregon Community Foundation

Regence BlueCross BlueShield of Oregon/The Regence Fund of the OCFSpirit Mountain Community FundThe StandardWheeler Foundation GENERATION LEAD CIRCLE$50,000+Alan & Sharon FolkmanHEDCO FoundationDavid ManougianThe Reser Family FoundationKenneth & Marta Thrasher Jim & Christina Trolinger$25,000+In memory of Richard C. (Dick) Alexander Alexander FamilyAndersen Construction CompanyThe Autzen FoundationFritz & Lynn BartschCal WeldLarry DavisESCO FoundationRobert & Sharon MillerVic & Chris StiboltRose E. Tucker Charitable TrustThe Staff of Albertina KerrPeter & Suzanne ThompsonDavid & Karole WilsonKeren Brown Wilson Ph. D. & Michael De Shane Ph. D.DECADE CIRCLE$10,000+Teri Barichello, D.M.D.David, Barbara, Alexandra Maxwell & Christina BoxbergerRichard & Margaret Drake

Jeanne & Brian FarrFerguson Wellman Capital ManagementJennifer R. & John J. Hall, Jr.Amelia Heath & Sean HoganHenry Lea Hillman, Jr. FoundationAngela HultJuan Young TrustChris Krenk & Nell Babcock Mary & Daniel LagoJackson FoundationTim & Margaret McNamaraTerri & Ted MalaskaIn memory of Louise Chase Meek Merry MeekNike Community Impact Fund of the Oregon Community FoundationThe Mohawk GroupRonald & Judy MundtCelia & Jerry MurpheySteven NaitoMichael & Judy RompaThe Ralph & Bunny Schlesinger FoundationThe Robert D. & Marcia H. Randall FoundationTS Construction Management$7,500+Chris & Heather AdamekHeffernan Foundation Jodi Lippert & Timothy BarrLinda E. Schmidt & Joseph M. ConnorsChristine & C.F. Swigert Jr. Fund II of the Oregon Community FoundationJames M. Walker

$5,000+Anonymous AngelJerry & Donna BaysingerFelice Belfiore & Paul LitwinczukDoug & Terry BogenRob BurtonAnita & Phil JacksonHelen M. KellyTom & Marcy LasleyPriscilla LewisMelissa MayAnton & Angie Oehlert Craig & Claudine PayneLouise PiacentiniLisa PowellAlan & Anita RudermanJohn Ward Erinn WarnerJames WatheyWessinger FoundationConnie West$2,500+Shelley & Gary BarnesCatherine Bekooy & Sanjay KhareThe CommuniCare Club at Catlin Gabel SchoolDelta Fire, Inc.CommuniCare Class at Franklin High SchoolKaiser PermanenteBrenda & Brian McCoolMcCoy Electric Co. Inc.Margaret Rowland M.D. & Arthur B. LaFranceRich & Denise SmithSusan & James StewartJohn & Randi ThomaAnn Uphoff

West-Meyer FenceLynne Wilford $1,000+Anonymous Jonathan & Deanne AterChris & Kristina BeaulieuDrummond BellMary BorghorstThe Buono FamilyChristine & Peter ClarkKrisanne & Judd CurtisLance & Cristi DaytonJodi Delahunt Hubbell & Todd HubbellDemorest Family FoundationRene Deras & Joshua BurnsDietz + Caballero, Inc.Larry & Jill EldridgeRobert EricksonKeith FeistSamantha GiffordJoshua & Janelle Goldstein Robert & Marilyn HaerrJohn HaireChristine HaysJerry & Sharyn HoffertShellie Holk & Tom ScottNancy Horstkotte Memorial Fund of the Oregon Community FoundationKathleen & Louis Jaffe Family Fund of the Oregon Jewish Community FoundationAlissa & Neal Keny-GuyerKeith KottsJim & Katherine LarpenteurDouglas G. & Melissa F. McGriff, In loving memory of Devin Kyle McGriff

Keith MeyersLeigh & Curtis MilanderMiller Paint Co.Modern Building SystemsConnor & Alyssa O’BrienOregon Sports AuthorityRobert & Peggy SchlegelMark ShermanVirginia SwarenMarcie Treat & Rod Lowe Ruderman Philanthropic Fund of the Oregon Community FoundationRussell Walbridge Fund of the Oregon Community FoundationKarin Wandtke & Rick SmithDennis & Carol WarnekeSteve Zeiden & David Castle$500+April AveryKatharine & Jerry BonessWilliam & Martha HallJuliana PearsonRoger Wilding

Champions Angels: 121 Angels pledged a total of $422,388 Chair: David Wilson, D.M.D. Committee: A.F. (Fritz) Bartsch, Jerry Baysinger, David Connell, Chris Krenk, MSW, Celia Murphey, Tony J. Seashore

Guardian Angels: Each member has made Albertina Kerr part of their estate plans or created a life income gift.In rememberance and appreciation to the Guardian Angles who have passed away this year: Joan R. Morton, Clarice L. Norman, Robert Poznanski, Bill RichardsonThese legacy gifts have been added to our Community Promise Fund. Annual proceeds from the Community Promise Fund are used to fund programs.

GUARDIAN ANGELS SOCIETYEach member of the Guardian Angels Society has made Kerr part of their estate plans or created a life income gift, helping us build a solid foundation for the future.Anonymous (4)Fritz & Lynn BartschDarlene BenjaminLee CarsonDion ColeJean CoryPatricia L. CudahyPatrick & Andy F. DignanKevin & Genevieve DirectorMarcia J. DirectorDorothy EmigGwen FoleyEdson C. GaylordJeanne B. GaylordHelen R. HarrisMiki HermanBarbara Hood ConnerKathleen & Louis JaffeCurtis JantzeCharmaine JensenAlison JonesHelen M. KellyGeorgia KoehlerChris Krenk & Nell BabcockMary & Daniel LagoJames & Joan LeighArdath LillelandHelen LindgrenJodi Lippert & Timothy L. BarrJerry L. MartinMerry M. MeekKeith & Debi MeyersGreg & Sandra MottauRenee Nevegold

Clarice L. NormanFrances S. PalkJackie PannerMarty & Dick PhillippiRobert & Dorothy PoznanskiDawn PrattSuzanne & Peter ThompsonMarta & Kenneth ThrasherJames & Christina TrolingerCaroline J. WannB. Joanne WeaverDavid & Karole WilsonMuriel WoolleyCHAMPION ANGELS GIFT SOCIETYComprised of our closest individual donors who contribute $1,000 or more annually. Thank you for your support.FOUNDERS$50,000 +Ruth Dexter EstateBeneice Taylor Trust $20,000 +The Cronenbold Family TrustDavid & Lori Manougian Shirley Schamp $10,000 +Helen P. Gunderson Trust Clarke & Leeann Leaverton Richard Olazaba & Valerie CartwrightBill Richardson Randall Weisberg $5,000 +Carilyn Alexander John Bauers Family Fund of The Oregon Community Foundation Scott & Glenda Burns

Richard & Margaret DrakeDennis & Margaret Fritz Carol Gebhard Darren & Nancy Gertz Jennifer & John Hall Amelia Heath & Sean Hogan William & Jani McCormickSteven Naito Jim & Jennifer Poloni Bradley & Caroline PrebleLinda Schmidt, M.D. & Joe ConnorsAnthony & Kim SeashoreDave & Janelle SimmonsGordy & Dina Welborn David & Karole Wilson BENEFACTORS $2,500 + Joel & Misti Andersen Jerry & Donna BaysingerRobert & Kathryn CochraneLance & Cristi Dayton Larry & Joan Ellis Sharon & John English Thomas R. Gustafson & Katherine J. Schroeder Yoshiaki Hasebe Miki Herman David Howerton, D.M.D. Dean & Kenneth Kirn Bruce Korum & Trina TravisJodi Lippert & Timothy L. BarrPaul Litwinczuk & Felice BelfioreRon Manougian Shawna Mixon Adele’ Nofield Chris Olsson O’Neill & Sarah O’Neill Ann Parks Margaret Rowland, M.D. & Art LaFrance

Xuan & David Sibell Fred & Christy Stockton June Tagmyer Karen & Gary TakahashiPRESIDENT’S CIRCLE $1,500 +April Avery Fritz & Lynn Bartsch Catherine Bekooy & Sanjay KhareDavid & Barbara Boxberger Barbara Bradshaw Marsha & Richard Buono David & Amber Connell Jean CoryMike & Libby Crawford H. John Dirks Deanne Foster Lois Gibson Carroll Hutchinson Kathleen & Louis Jaffe David Kamens Helen Kelly Shirley M. Kirchner on behalf of Lora AmosMary & Daniel Lago Ardath Lilleland David & Constance ManningMelissa & Michael May Keith & Debi Meyers Leigh & Curtis Milander Douglas Morris, J.D. & Miranda Carney Morris Ronald & Judy Mundt Ed & Mary Murphy Verne & Jean Newcomb Kara Pattinson, M.D. & Josh PattinsonCraig & Claudine Payne Lawrence & Christianna PierceKen & Laura Plamondon

Tom Rocca Alan & Anita Ruderman Susan & Duane Stanley Vic & Chris Stibolt John & Gwen Stirek John & Randi Thoma Craig Thompson/Doot Doot LLCSuzanne & Peter ThompsonJay Tinker Cindy & Craig Trames David & Sherrill WidmarkGary & Katie Withers CHAMPIONS $1,000 + Thelma Adkisson Michael & Melinda AherneRichard & Liz Allen Virginia L. Ammons Jonathan & Deanne Ater Teri Barichello, D.M.D. Shelley & Gary Barnes Linda & Virgle Barnett Verna Branch Chris Brooks & Brittney Clark Gavin & Candise Brown Bruce & Jan Burmeister Rob Burton James & Lorraine Bushek Jim Cain Don & Patricia Cassady in memory of Amelia Puustinen BristowJason & Alyssa Dalton Larry Davis Patrick & Andy F. DignanTerry Donahe Larry & Jill Eldridge Jeanne & Brian Farr Jim Gustafson Jerry & Sharyn Hoffert

Phil & Anita Jackson Peter & Jan Jacobsen Curtis Jantze Monte Johnson Art & Terri Johnstone Rebecca & Robert Kalez Ross Lienhart Terri & Ted Malaska Jerry L. Martin Brenda & Brian McCool Katherine McCoy Merry MeekGeri MillerJoan MortonGreg & Sandra Mottau Celia & Jerry Murphey Jeff & Amy Olson Heidi & Allan Polendey Wallace & Elizabeth PreblePilar Rowe William & Susan Ruecker Craig & Liz Rusch Eve Stern & Les Gutfreund Loren J. Stolin Kenneth & Marta ThrasherPeter & James Tompkins RosenblattCordes Towle Joshua Ulmer Karin Wandtke John Ward & Amy Hill James Wathey Connie West Katharine & Blondin WestKingsley & Kelly Wick David YordyCORPORATE, GROUP, & FOUNDATION GIFTS$50,000 + The Oregon Community Foundation

“I had to hide knives and anything that Nathan could have used as a weapon. Albertina Kerr literally saved our lives. We were on our way to someone being seriously hurt or put in jail. Someone finally listened and said the situation is getting worse, not better and what can we do? For the first time, there was a sense of hope.”

—Kristie, mother of Nathan, 16

JFR Foundation $20,000 +B.U.L.L. Session Charity EventsHealth Share of Oregon Huen Walter G. & Marija C. Kuzman Fund of The Oregon Community FoundationOCF Joseph E. Weston Public Foundation Oregon Convention CenterSanders Family FoundationSchamp Family Fund of the Oregon Community Foundation$10,000 +Andersen ConstructionFrederick J. & Jane C. Artz Fund of the Oregon Community FoundationEmployees Community Fund of Boeing PortlandCal Weld, Inc.Charles Schwab & Co., Inc.Curry & Collective Juan Young TrustKaiser PermanenteLawyers TitleMercedes Benz of PortlandMitzvah Fund of the Oregon Community Foundation Oregon Charitable Checkoff PGE FoundationProvidence Health & ServicesRegence BlueCross BlueShield of OregonSouthland Children’s FoundationSwagelok Northwest

Sidney & Lillian Zetosch Fund of the Oregon Community FoundationWells Fargo 5,000 + Anonymous Bank of America Charitable Foundation, Inc.John Bauers Family Fund of the Oregon Community FoundationBob’s Red MillCombined Federal CampaignComcastFerguson Wellman Capital ManagementFirst Republic BankFleet Feet SportsGoogleHolzman Foundation, Inc.B.P., Lester & Regina John FoundationLiquid Development, LLCWilliam C. & Jani E. McCormick FoundationModa HealthMt. Hood Cable Regulatory CommissionPostanoPreble Family Charitable Trust of the BOA Charitable Gift FundU.S. Bank FoundationUnion Pacific FoundationWashington Trust BankWinco Foods Portland Open$2,500Anonymous Aequitas Capital ManagementBarran Liebman LLPBaysinger Partners Architecture

Beaverton FloristsBradshaw AdvertisingBridgePort Brewing CompanyBrown & Brown NorthwestCambia Employee Giving CampaignCarr Auto GroupCity of Hillsboro Community Services Grant Program Clif Bar & CompanyDurham & Bates Insurance Brokers & AgentsDWFritz Automation Inc.Entercom PortlandFirst American Title Company of OregonFolkman Asset ManagementFox 12 Toy DriveFred Meyer, Inc.Gary McGee & Co.Georgia PacificThe Greenbrier CompaniesHart Wagner LLPHenry’s 12th Street TavernHousehappyInternational Union of Operating Engineers Local 701Howard Wallis Irwin & Dorise Carlyon Hinton Irwin FoundationJackson FoundationJuan Young Fund VII of The Oregon Community FoundationKaiser Permanente NW Community Giving CampaignMultnomah Athletic ClubNIKE Employee Matching Gift ProgramOIA Global

Oregon International Air ShowOregon Metal Slitters, Inc.Oregon Sports Authority Perkins & Co.Portland General Electric Employee Giving CampaignR&H Construction CompanyMarcia H. Randall FoundationRussell ConstructionSpringwater Wealth ManagementTagmyer Family Fund of The Oregon Community FoundationToys for TotsTS Gray ConstructionRose E. Tucker Charitable TrustUmpqua BankUnited SaladWaddell & Reed, Inc.Western PacificWine Direct 1,500 +Acme Picture Company American Property ManagementAter Wynne LLPCharles & Norma Beek Charitable Fund of the Oregon Community Foundation The Boeing CompanyBoyd Coffee CompanyThe Robert Brady Charitable TrustBroadmoor Woman’s ClubThe Cameron Family Charitable FundCareOregon Columbia Edgewater Country ClubMargueritte Hirschbuhl Drake Fund of the Oregon Community Foundation Eastside DistillingFairbridge Foundation

Give with LibertyHannah the Pet SocietyHeffernan FoundationLangley Investment PropertiesMack, Roberts & Company, LLCNetwork for GoodNewcomb FoundationPlayer’s Racquet Shop of Beaverton & Lake OswegoPoint BPortland Fashion & Style AwardsPortland WinterhawksRegence Fund of The Oregon Community FoundationResurrection Lutheran ChurchRuderman Philanthropic Fund of the Oregon Community FoundationF & M Schoene Endowment FundStandard Insurance Employee Engagement FundStoel Rives LLPTrillium Pacific Millwork U.S. Trust, Bank of America Private Wealth ManagementWillamette Writers - Books for KidsWRG FoundationZidell Companies$1,000 + Alaska AirlinesBali Home FurnishingsBedMartBullard Law James L Cain & Darlene L Charitable Gift FundCompliConcordia UniversityDave’s Killer BreadDemorest Family Foundation

Edwards Lienhart Family FoundationFidelity Charitable Gift FundFlowerree FoundationGAP FoundationGilmore Family FoundationHarsch Investment PropertiesHeestand CompanyHillsboro Rotary ClubNancy Horstkotte Memorial Fund of the Oregon Community FoundationThe Karl Foundation Kronos Merta J. Mason Fund of the Oregon Community FoundationMcMenamin’s on BroadwayMercerMiller Nash Graham & Dunn LLPMissionary ChocolatesMorgan Stanley Annual Appeal & Charitable SpendingMortgage Trust, Inc.Mountain West Investment CorpNorthwest Children’s Theater & SchoolNorthwest Health FoundationPella CorporationScott | Edwards ArchitectureSunrise Bagels & More, Inc.Sysco Food Services of Portland, IncVolunteers of America$500 + Anonymous (4) AC Portland Christine & Rich AndersenRob Anderson Apolloni VineyardsApril AveryCraig & Jeanne Baldwin Bamboo Grove Hawaiian Grille

“I feel so good my daughter is in a safe, secure environment with people that genuinely care about her. The circle of people in her life is so much broader than it would be if she was just with me. So as a parent, I say thank you.” —Kate, mother of Emily, a resident at an Albertina Kerr adult group home

Darlene Benjamin Vera Bennett Becker Capital Management Inc.Bennington Properties LLCRosalie Betschart The Frank & Margaret Bitar FoundationDiane Boly Katharine & Jerry Boness Borkan Family Fund of the Oregon Jewish Community FoundationEugene Borkan, M.D. & Layton Borkan Barbara Branner Kay S. Bristow Dan & Deborah Budge CabezonColin Cave, M.D. Columbia Sportswear CompanyConsumer Cellular Laurie Christensen & Colin Ma Christine & Peter Clark Julie Darrough David Castle Art Mary Davis De Ponte CellarsAdrienne DeveckaDisneyland ResortDWA Trade Show & Exposition Services EartH20Doug Eisenberg, M.D. The Fairmount Olympic HotelDennis & Annie Fernald Susan Flynn Food Services of America Inc.Larry & Fritzi Frager Kathy Francis Jonathan Franklin

Bob & Nancy Gebo Lisa Gitelson, D.M.D. Tim Goodman Robert & Marilyn Haerr William & Martha Hall Patricia Heinlein Richard & Susan Helzer Hillsboro HopsKarleen Hulbert Natalie James James P. Walker, D.D.S., P.C.Carole Johnsen Charlotte Johnson Gary & Patricia Keaveny Kenny & Zuke’s DelicatessenGeeta Khare, M.D. Kimberly Clark FoundationKohl’s Department Stores, Inc.Pam Krecklow Erik & Sue Krieger Linda & Thomas KrippaehneLake Oswego DentistryChristine & Norbert LeupoldGregory & Stacey MartinSohi McCaw McMenaminsEllen E. McMillan Robert & Robin MesherLeigh & Curtis Milander Maren Moore Greg & Sandra Mottau Doug Nelson & Rachael Wiseman Nelson ON Semiconductor Oregon Jewish Community FoundationGary & Bette Lou ParksJuliana PearsonRichard & Mary Jo PiercePortland Children’s Levy

Precision Castparts Corp.David & Carrie Pyle Brian Rayley David & Kelly Reiter Rae & Forrest Richen Rose City Comic ConBlaine Rowland Joan L. Samsel Dorothy Schlegel Robert & Peggy SchlegelJohn & Daphne Settle Charles Shea The Shea FoundationBrian & Janelle Shrock Jaymi Sladen Spirit of 77St. Martin de Porres TrustChristopher Stellman Mark & Mary Stevenson John & Sue Stringer Victor & Kim Takla Steve Talbot Tetherow John & Carol Thomas Chris Thompson & Hillary Benson Gwen & Thomas Tompkins Lisa & Dennis Van OossanenVanderloo Chiropractic WestJim & Cindy Walker Walla Walla Country ClubCaroline J. Wann Dennis & Carol WarnekeThe Westin PortlandRoger WildingMark & Tracy Williams Steven L. & Mary Lynn Wintermantel Wizard World Comic ConZahniser Family

GIFTS IN HONOR OFVirginia Ammons Terry & Grace LarsenChristine Andersen David & Constance ManningPatsy May Anderson Karin & Anthony WilliamsEsme Barrera Shannon BozemanBC & Family Mark HesseSue Boardman Loeta McElweeAlister Bond Mary DavisKay Bristow Donna TewsburyRiki Brown Brian Lawson Kiersten LawsonBrian & Elizabeth DeBrie Ellen CapelsJannelle Dunn Barbara DunnEliot, Lucy, Henry & Stella James MartinMary Jane Everist 90th birthday Scott & Cynthia EveristBertha Guptill Muriel WoolleyThomas Gustafson & Katherine Schroeder Mark & Tracy WilliamsKrisanne Haerr & Judd Curtis on the occasion of your marriage Robert & Marilyn HaerrHerbert Hansen Bob & Claire RiddleRenee Harrison Anonymous

Miki Herman David & Constance Manning Cindy & Craig Trames Susan Gerritz Jane & Bill Scott Prudence & Tim SpoffordOlivia Hill Kenton Hill & Leslie Rennie HillPenny & Roger Hunt Joseph & Patricia LuckerothFred Hutchinson Bob & Claire RiddleJulie Jelline’s Birthday Janis Barker Maryl Barker Margaret Doherty Patty Kerns & Carey Kerns Hubert Leonard Robert & Peggy SchlegelJulie Jelline & John Barker for Christmas 2015 AnonymousDonna & C. W. Knodell Heidi & Bradley KnodellChristopher Krenk, M.S.W. Diane Girard & Steve Kingsbury Kim Curry & Robert Curry Robert & Peggy Schlegel Donald & Nancy SmithPriscilla Lewis RN, MBA Katherine McCoyJodi Lippert David & Constance ManningKatie Luckeroth Joseph & Patricia LuckerothW. G. MacLaren Philip R. HogeThe Old Kerr Nursery Association Ann Uphoff

Hildegard Renn & Meei Lum Andrew BerlinbergAlan Ruderman Sara, Noah & Richard SpanerAlan & Anita Ruderman Jack & Melanie BirnbachAndy Ruderman The Karl FoundationMargaret Scafidi Jeanne L. McKichanJane Scott Lou Ann LindbergDoris Shafford Bob & Claire RiddleBecky Spence’s birthday Molly SpenceWinifred Weimer’s 100th birthday Eileen ElliotConnie West Kay S. Bristow Norma Dody AnonymousLuella Young Patti Jo JonesSteve Zeiden Bloom CommunicationsGIFTS IN MEMORY OF:Colleen Acres Helen Honse & Bert Cornick Jane HubbardDiane Alexander Robert & Sara Jo JensenBetty Allen Janice Phillips Roberta VroomanMarie Amacher Marcy Brillman Charlotte Compa Donald Lombard Gloria Myers

“It’s genuine relief that Katy has excellent and good care. The staff look for ways to engage her. I know that if I died tomorrow, that Katy is covered. That is huge for me as parent.”

—Marsha, mother to Katy, a resident at an Albertina Kerr adult group home

Linda Pagano Donna Rodgers Bill & Jane ScottLora Amos Shirley M. Kirchner Karen Bailey Mark & Anne Gram Janet & Brian LamsonFred Batchelor Bill & Sara TattamRobert Biheller Nancy BihellerMarjorie Bondurant John BondurantPhyllis Gwen Burns Scott & Glenda BurnsDiane Campbell Sharon DagslandKarolyn Christy Patricia & Daniel Baker Robert & Patricia Burke Elizabeth & John Cameron Katherine Elliott Judith Elston Donald Lombard M. Brian & Elizabeth Playfair Patricia Richard Arlene & Dick RumbleGary Compa Angelo Planning Group, Inc. Suzanne & Frank Angelo Sheila Benson Karen Campbell Jean & Mike Gleason Kell, Alterman & Runstein, L.L.P. Roger & Freddy Lunt Robert & Robin Mesher Mary PowerEileen Cunningham Virginia L. Grubb

Margaret S.G. Darrow Heidi Burgoyne & Trudi McDonough Marcia Darm Jill Eiland Scott & Karen MacCaskill Flora Marston & Jack Sampson Elizabeth & William Monson Susan Monson & Family Cindi Peterson Keith & Irene Pugh Arlene & Dick Rumble Jerry & Terri Shields Betty Warner Luann & Gary WassenmillerMarilyn Deering Nancy Hutchins John & Brenda RushTabitha Leah Densmore Robert McHughMartin Dietrich Donald LombardRay Dodge Helen KellyClaire Dube Nathan StevensRuthann Eyer E Lois & Robert Gebhart Joyce Jakes Terry & Grace LarsenBarbara Fredericks James JandacekMarshall Galbraith Marla BruemmerDoris Galt David LevineNancy Gerhardt Caroline J. WannIlda Goodrich Robert & Peggy Schlegel

Ed, Ann & Ray Gross Pedro TaiCharlotte Gunnell Gaylene Henry Karen Kellam Daniel Richardson Galen SatherDaniel Harrington Prudence & Tim SpoffordBeverly Hartung Fidelia & Gary Boshears Evona Brim Albert & Barbara Bullier Shirley Carl Cheri Collins Sally Jo Farnes Ruth Fisher Nancy Goetze Ellen Jacobson & Sally Ann New Brad Simmons & Shannon HartElaine Hedlund Ernie & Carol BlatnerJudy Hendren James HendrenNiki Hinds Liana HindsDeborah Howe Sun Allen A. Jerome & Julie Anderson Julie Anderson Sharon Arendes Cheryl Atherly Wendy Carlson Jane & George Chou Joann & Richard Devlin Susan Dussault & Mark Seneker Guy Fieri Donna Fowlks Michael & Betsy Furrer Molly Hamill & Clive Kienle Jr.

Jon Hanifin Robert & Linda Haskins Hurley Financial Group, Inc. Claire Kellogg Donna & John Koziol Alfie & Penny Krol Jan Levine Marilyn Lindberg Mike & Diane Mason Roger & Janet McKee Amy Morris Kathy Mount Kathy Nordquist Debbie Nozacki Bambi & Brian Rice Walter Rush Nancy Schermerhorn Bucky & Sherilyn Sheffield Terri & Gary Solterbeck Milan & Jean Stoyanov Gina Summers Ann Thompson Barbara & Reynold Watt Barbara Weber Jerry & Lucille WilkinsFred Hutchinson Joyce & Peter MinusBeverly Intersimone Brian & Elizabeth DeBrieWalter Kelly Helen KellyOwen & Dorothy Kendall Rosalie BetschartPatti Laumand Marcia RomitoAlex Lea K & P CarmineNancy Leisure Bob Clay Mary Lou Cosby

Bob & Della Perrin Susan & William RussellMichael Loggins Susan Fillman Candace LogginsLillian Manning David & Constance ManningDouglas Martin Virginia MillarBruce McElderry Brian & Elizabeth DeBrieJack McMurchie Julanne WellerYgnacia Melendez Judy GehrkeCapt. Max Robert Miller Jr. Brian & Elizabeth DeBrieJack & Evelyn Nagel Virginia MillarClarice Norman Marlene HargroveEarl Oller Dale Oller, M.D.Mary “Fern” Patrick Helen KingRuss Perkins Sophia KremidasRon Peterson Virginia L. Grubb Beverly & Bland SimmonsDavid Reinhart Jesse Nelson The Speers Family Giving Fund of the National Christian Foundation Portland Lisa & Phil SpeersJames Rippey Patrick & Andy F. DignanGreg Seiler

Kay SeilerMarge Sorich Ernie & Carol BlatnerJohn Spencer Virginia DockrellJerome Stern Fritz & Lynn BartschMichael Stern Ellen ZientekMina Stone Patsy & Albert StoneCheryl Stude Shayna HarwoodRichard Sumida Frances S. PalkSallymarie Sutter Brian & Elizabeth DeBrieCora Sutton Shirley & John SuttonTom Swisher Shirley & John ZinnSteve Szambelan Roberta VroomanUmpqua Community College Students Eric StridNick Vanikiotis Ann VanikiotisRosie Vicek Dan & Deborah BudgeJillian Whitten Mary BatesNancy Whitten Mary Bates

“The Albertina Kerr team worked with our family. I took parenting classes and learned collaborative problem solving, which was very effective with my son. Normal parenting approaches don’t work when a child has been through trauma like he has been through.” —Rebecca, mother to Paul, 8

2015–16 BOARD OF DIRECTORS/FOUNDATION TRUSTEES BOARD OF DIRECTORSJohn Thoma, C.P.A. ChairRob Burton, C.P.A. Chair-Elect Principal & CFO, ZGF Architects LLPLarry Davis, M.B.A. Immediate Past Chair Senior Vice President & Division Manager, U.S. BankTeri L. Barichello, D.M.D. Vice President & Chief Dental Officer, MODADavid Boxberger Chief Executive Officer, LightPointMary Caballero, A.I.F. Partner & Director of Retirement Plans & Wealth Management, Heestand CompanyDavid Connell, J.D. Partner, Ater Wynne LLPAlex M. Duarte, J.D. Senior Compliance Counsel, The Greenbrier CompaniesAisha Furbach, R.N., J.D. Vice President of Quality & Patient Safety, Legacy HealthSusan Graham, J.C., L.L.M. Senior Manager Tax, Private Client Services, Ernst YoungPhil JacksonPaul Litwinczuk, M.B.A. Senior Associate, Point BMelissa May, J.D. Attorney, Private PracticeCraig Payne Senior Vice President, Brown & Brown Northwest

Lisa Powell, M.B.A. Chief Human Resources Officer, Providence Health & ServicesKaren Rasmussen, C.P.A., C.H.C. Client Services Director, Robert Half Management ResourcesMargaret Rowland, M.D. Retired, Medical DirectorJames M. Walker, J.D. Associate, Miller Nash, L.L.P.Dennis W. Warneke Principal, The Warneke Group, L.L.C.Emmett Wheatfall, Jr. Diversity & Inclusion Director, Clackamas CountyDavid Wilson, D.M.D. General & Cosmetic DentistHONORARYKen & Ginger Harrison Peter JacobsenEMERITUSPeter Bhatia Fritz Bartsch Christine Brown, J.D. Mary Borghorst Marsha Buono Roger Cooke, J.D. Jean C. Cory Andy Dignan Helen H. Lindgren Robert Mesher, C.P.A. Greg Mottau Anthony J. Seashore Victor Stibolt, J.D. Ken Thrasher Jim Trolinger Connie WestFOUNDATION TRUSTEES Mary Lago, C.T.F.A. Chair Executive Vice President, Portfolio & Wealth Management, Ferguson Wellman Capital Management

Mary Ann (Miki) Herman Chair-Elect Community VolunteerKeith Meyers, C.P.A Immediate Past Chair Principal, Perkins & Company, P.C.Carilyn Alexander Community VolunteerMargaret Barry Director of Sales Patricia Green CellarsCatherine Bekooy Consumer RepresentativeAlex Bruemmer, C.T.F.A. Vice President & Trust Officer, Key BankChristopher Beaulieu, C.F.A. Assistant Vice President of Investments, The StandardRoger Busse President & CEO, Pacific Continental BankTerry Donahe Principal & Co-Founder, Springwater Wealth ManagementLarry Eldridge Vice President & General Manager, Comcast SportsNetJennifer Hall President of Operations & County Manager, Lawyers Title of OregonAmelia Heath, J.D. Senior Vice President, U.S. Trust, Bank of America Private WealthChristopher J. Krenk, M.S.W. CEO, Albertina Kerr Centers David Manougian CEO, Househappy Former President & CEO The Golf ChannelTim McNamara Vice President & Market Manager, Entercom

Leigh Milander Vice President of Marketing, Gray & CompanyMike Rompa, C.P.A. President & Managing Shareholder, Geffen Mesher Alan Ruderman, C.P.A. Certified Public Accountant, KS&CoKatharine West, J.D. Partner, Wyse Kadish 2015–16 BOARD COMMITTEES EXECUTIVE COMMITTEE Chair: John R. Thoma Committee: Christopher J. Krenk, Miki Herman, Mary E. Lago, Keith H. Meyers, L.D. Connell, Alex Duarte, David L. Wilson, Larry Davis, Rob Burton, Teri BarichelloAUDIT & COMPLIANCE Chair: Alex Duarte Vice Chair: Karen Rasmussen Committee: Michael A. Rompa, Karin Wandtke EQUITY, DIVERSITY, & INCLUSION COUNCIL Chair: Emmett Wheatfall Committee: Alex Duarte GOVERNANCE & BOARD DEVELOPMENT Chair: Rob Burton Committee: Miki Herman, Diane Girard, Larry Davis, Keith MeyersINVESTMENT, GIFT ACCEPTANCE, & PLANNED GIVING Chair: Amelia E. Heath Vice Chair: Terry A. Donahe Committee: Katharine West, Christopher J. Krenk, Alan Ruderman, Christopher Beaulieu,

Rebecca Bibleheimer, Christine P. Brown, Marie Selby, Mary E. Lago, H.J. Dirks, Roger BusseMARKETING & PUBLIC RELATIONS Chair: Larry Eldridge Vice Chair: Leigh Milander Committee: Margaret Barry, Christopher J. Krenk, David Manougian, Bradley Preble, Jackie CallahanOPERATIONS Chair: L.D. Connell Vice Chair: David Boxberger Committee: Jennifer R. Hall, Paul Litwinczuk, Craig Payne, Doug Bogen, Geoffrey S. Bruce, Anthony J. Seashore, Mary Caballero, Melissa MayPROGRAM & ACCREDITATION Chair: Teri L. Barichello Vice Chair: Margaret Rowland Committee: Carilyn M. Alexander, Catherine Bekooy, David L. Wilson, Dennis W. Warneke, James M. Walker, Eugene Borkan, Elyse Clawson, Melissa May, Edith Baker, Paul Litwinczuk 2016–17 MANAGEMENT & PROFESSIONAL STANDINGMANAGEMENT Jeff Carr Chief Executive Officer Jeanne Farr, MA Chief Program Officer Van Field Interim Chief Facilities & Fleet OfficerOwen Gibson Corporate Compliance Officer Craig Rusch Chief Information Officer

Jerry Hoffert, M.B.A. Chief Financial Officer Jodi Lippert Chief Development Officer Matthew Warner, M.B.A., S.P.H.R. Chief Human Resources Officer Linda Schmidt, M.D. Medical Director, Youth & Family ServicesLicensed State of Oregon Mental Health & Developmental Disabilities Division Oregon Department of Human Services as a Private Child Caring agency & to provide Foster Home Certification MembershipAssociation of Fundraising Professionals National Council for Community Behavioral Healthcare Oregon Alliance of Children’s Programs Oregon Rehabilitation Association Oregon Developmental Disabilities Coalition Nonprofit Association of OregonAccreditedBehavioral Healthcare Accreditation: The Joint Commission