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Albertina kerr report to the community 2013–14


A Community that Stands Together Albertina Kerr strengthens Oregon families and communities by helping children and adults with developmental disabilities and mental health challenges–empowering them to live richer lives.

90

6,569

Cents of every dollar goes directly to services

Generous donors and community supporters

2,721

65,344

Children, adults and their families served

Hours dedicated by volunteers committed to our mission

If there wasn’t a program like this there to help her it’s very hard to think about what would have happened and where we’d be today, because I don’t think she’d be here. AMY, Parent of a Child who Received

Services in Crisis Psychiatric Care

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Letter & Mission

Renewed Commitment In the coming year, Albertina Kerr will launch a new era of care for the most vulnerable in our society. Thanks to investment in the Community Promise capital campaign, we are halfway toward completion of the Campus for Children’s Mental Health—a key resource for comprehensive mental health care for youth in Oregon. In addition, the Children’s Developmental Health Services team is developing a collaborative care model that will expand diagnosis and services for children with developmental delays and/ or disabilities across the state through telemedicine. Finally, we continue to invest in innovations in group homes and employment services for adults with developmental disabilities to ensure they thrive in nurturing homes and inclusive communities. This is an exciting time at Albertina Kerr and we couldn’t do it without you: our donors, volunteers, employees, families, and partners. The Community Promise campaign is the largest and most important investment we will make in nearly 100 years. Now is the time to help ensure children, adults and families always have the support they need to thrive. Thank you for standing together with Albertina Kerr to keep the promise today and for future generations.

Larry Davis, MBA 2013-14 Chair Board of Directors

Keith Meyers, CPA 2013-14 Chair Foundation Trustees

Chris Krenk, MSW CEO

our mission

Albertina Kerr partners with families and the community to support people with developmental disabilities and mental health challenges to lead self-determined lives and realize their full potential. 2


Families supported, people empowered

Our Services children’s developmental health services

950 kids received services

crisis psychiatric carE

315 kids

Diagnosis and treatment of children with developmental delays and disabilities including developmental behavioral pediatric medicine. Short-term residential care and 24-hour access to mental health professionals for children with urgent mental health crises.

79% Reduction in High-risk Behaviors early childhood care

37 kids

Community-based services and support for families with young children with social, emotional, and behavioral challenges.

100% discharged to lower level of care FAMILY RESOURCE CENTER

600 hrs

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

OF sERVICE TO FAMILIES FOSTER CARE

58 kids

Safe and caring homes for children with mental health and behavioral challenges. Providers receive extensive training and 24-hour support.

90% discharged to lower level of care group homes FOR YOUTH

102 kids

Round-the-clock support and care for kids with developmental disabilities and mental health challenges in 15 neighborhood-based homes.

81% of service plan goals were achieved 3


COMMUNITY BASED MENTAL HEALTH SERVICES

404 kids 86% discharged to lower level of care

INTENSIVE TREATMENT

25 kids

Intensive-Community Based Treatment for kids at risk, and outpatient mental health services provided in the home, school and community. Safe and secure treatment for children in need of the most intensive level of care. The only program of its kind in Oregon.

99% moved to less restrictive care GROUP HOMES FOR ADULTS

139 adults

86% of service plan goals achieved community inclusion

296 adults

Neighborhood-based homes (34 for adults, 4 for young adults), with 24hour support for independent living. Three additional adults received supported living services. Opportunities for adults with developmental disabilities to participate in the workforce, join in activities and pursue hobbies.

71% employed

HEARING SERVICES

395

Audiology and hearing health services, including hearing aids for children and adults with hearing loss.

RECEIVED SERVICES KERR BIKES

293 hrs of job experience

Fun bike rentals on the Portland Waterfront and job experience for teens receiving care from Albertina Kerr. 4


2013—2014 highlights

A Legacy of Care Albertina Kerr is in the midst of the largest capital campaign fundraising drive in nearly 100 years. Investments in the Community Promise campaign will ensure the completion of the Campus for Children’s Mental Health, bringing together leading practitioners, critical program services and facilities designed to best care for this vulnerable population. More than $3.9 of the $6.5 million goal for the campaign has been raised to date and some projects are completed, however, continued investment is vital to renovate the historic Louise Home as a central hub for community-based mental health care as well as create a long term fund for the future of Albertina Kerr services. To learn more, please visit AlbertinaKerr.org/Community Promise. In 2013-14, Children’s Developmental Health Institute became part of Albertina Kerr to better meet the physical and behavioral health needs of children with developmental delays and/or disabilities. Today, a collaborative care project is underway to expand care through remote consultation, increased screenings, and case-based education and support for primary care providers from our experts.

Albertina Kerr is consistently named among the top 10 most admired non-profits in the state of Oregon. Portland Business Journal survey

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foundation & organization audited financial statements

CONSOLIDATED STATEMENT OF ACTIVITIES

Year ending June 30, 2014

Oregon’s Investment in Kerr Government Contracts

Private Support $40,513,676

Contributions and Grants

4,025,855

Events Sales

9%

6%

Events 379,215 Volunteer-Managed Businesses, Net Sales

660,343

33%

Contributions

23%

Income & Net Appreciation of Investments 1,583,721 Total Revenue

$37,861,820

Management 3,732,937 Fundraising 669,136 Volunteer-Managed Businesses Total Expenses

Grants

Investment Return from Donor & Board Designated Gifts

Kerr’s Investment in Oregon Program Services

29%

$47,162,810

408,578 $42,672,471

Viability: Through increased revenues and capital fundraising to support this growth, effective cost management and investment gains, Albertina Kerr increased net assets by 19.7% this year. Efficiency: Albertina Kerr has continued to invest, on average, 90 cents of every dollar toward program services. Stewardship: Recent audit results produced no management letter findings and no audit adjustments.

Consolidated Statement of Financial Position POSITIONS CONSOLIDATED STATEMENT OF FINANCIAL

Assets 2014 Cash Contract & Contributions Receivable

2013

$3,559,001 $3,672,797 4,649,272

3,206,407

Investments

10,464,761 9,408,649

Property & Equipment

15,041,967

10,274,924

Other Assets

605,379

1,182,417

Total Assets

$34,320,380

$27,745,194

$3,890,053

$2,869,238

125,885

99,063

Long Term Debt

2,965,315

1,928,105

Total Liabilities

$6,981,253

$4,896,406

$27,339,127

$22,848,788

Liabilities Payables & Accrued Liabilities Deferred Revenue

Net Assets

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ARMY OF ANGELS Thank you for reaching out to the most vulnerable and giving back to your community from July 2013 through June 2014. Your generosity changes lives.

capital campaign Thank you to our lead campaign donors. century circle leaders $500,000+ Anonymous $250,000+ Albertina Kerr Board Members & Foundation Trustees M.J. Murdock Charitable Trust Meyer Memorial Trust Washington County $100,000+ Anonymous CareOregon The Collins Foundation Oregon Community Foundation Regence BlueCross BlueShield of Oregon/ The Regence Fund of the Oregon Community Foundation Roger Cooke & Joan Cirillo Maybelle Clark Macdonal Fund Generation lead circle $50,000+ Clark Foundation Alan & Sharon Folkman The Hatfield Family Fund HEDCO Foundation Mary Ann (Miki) Herman David Manougian Reser Family Foundation Spirit Mountain Community Fund

In memory of Richard C. (Dick) Alexander/ Alexander Family Andersen Construction Company The Autzen Foundation Fritz & Lynn Bartsch Larry Davis Vic & Chris Stibolt Kenneth & Marta Thrasher Jim & Christina Trolinger Rose E. Tucker Charitable Trust Wheeler Foundation David & Karole Wilson Keren Brown Wilson PhD & Michael DeShanePhD decade circle $10,000+ Teri Barichello, DMD David, Barbara, Alexandra, Maxwell & Christina Boxberger Richard & Margaret Drake Jeanne & Brian Farr Ferguson Wellman Capital Management Amelia Heath & Sean Hogan Angela Hult Jackson Foundation Chris Krenk & Nell Babcock Tim & Margaret McNamara Nike Employee Grant of OCF Miller Family Miller Family Celia & Jerry Murphey Steven Naito Michael & Judy Rompa The Ralph & Bunny Schlesinger Foundation The Robert D. & Marcia H. Randall Foundation TS Construction Management Juan Young Trust

Guardian Angels Society Each 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 Bartsch Darlene Benjamin Lee Carson Dion Cole Jean Cory Patricia L. Cudahy Patrick & Andy F. Dignan Kevin & Genevieve Director Marcia J. Director Dorothy Emig Gwen Foley Edson C. Gaylord Jeanne B. Gaylord Helen R. Harris Miki Herman Barbara Hood Conner Kathleen & Louis Jaffe Curtis Jantze Charmaine Jensen Alison Jones Helen M. Kelly Georgia Koehler Chris Krenk & Nell Babcock Mary & Daniel Lago James & Joan Leigh Ardath Lilleland Helen Lindgren Jodi Lippert & Timothy L. Barr Jerry L. Martin Merry M. Meek Keith & Debi Meyers Joan R. Morton Greg & Sandra Mottau Renee Nevegold Clarice L. Norman Frances S. Palk Jackie Panner Marty & Dick Phillippi

Robert & Dorothy Poznanski Dawn Pratt Peter Thompson & Suzanne Spitler Thompson Marta & Kenneth Thrasher James & Christina Trolinger Caroline J. Wann B. Joanne Weaver David & Karole Wilson Muriel Woolley

Champion Angels Gift Society Comprised of our closest individual donors who contribute $1,000 or more annually, thank you for your essential support. Founders $20,000+ David & Lori Manougian James & Christina Trolinger Herbert M. Woodcock Trust $10,000+ Roger Cooke & Joan Cirillo The Cronenbold Family Trust $5,000+ Chris & Tina Bradshaw Keren Brown Wilson PhD & Michael DeShane PhD Richard & Margaret Drake Helen P. Gunderson Trust Jim Gustafson Yoshiaki Hasebe Miki Herman Richard Olazaba & Valerie Cartwright

$25,000+

guardian angels

champion angels

Our grateful appreciation to the Guardian Angels who have passed away this year: Marjorie Mottau, Carl Pearson, Anne Taggard, William Ulrich, and Herbert M. Woodcock MD

Chair: A.F. (Fritz) Bartsch Committee: Jerry Baysinger, Chris Krenk, MSW, Merry Meek, Celia Murphey, Tony J. Seashore, Rich Smith, David Wilson, DMD

Each member has made Albertina Kerr part of their estate plans or created a life income gift.

121 Angels, $346,320 Pledged Individuals who have made an annual contribution of $1,000 or more.

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Brian Rayley Anthony & Kim Seashore John & Gwen Stirek Charles & Darci Swindells Kenneth & Marta Thrasher Erinn & Daniel Warner David & Karole Wilson Benefactors $2,500+ Anonymous Carilyn Alexander Jerry & Donna Baysinger Marsha & Richard Buono Robert & Kathryn Cochrane Joseph Connors & Dr. Linda Schmidt Lance & Cristi Dayton Doug & Sally Deford Larry & Joan Ellis Sharon & John English Amelia Heath & Sean Hogan David Holladay MD Angela Hult Sandra & Arthur James Allen Jones David Kamens Christopher Krenk & Nell Babcock Brian MacMillan Adele’ Nofield & Ron Manougian Ann Parks Jim & Jennifer Poloni Julie Ann Rogers Jeff & Victoria Sanders June Tagmyer John & Randi Thoma Bill Thomas Susan Waters President’s Circle $1,500+ Anonymous Chris & Heather Adamek Sam Bars & Bobbi Jo Shrum Fritz & Lynn Bartsch Barbara Bradshaw Gavin & Canoise Brown James & Lorraine Bushek Michael & Mary Beth Butkovic Richard Codanti

Jean Cory Larry Davis Mike & Heidi Dayoob Emi & Brett Donis Deanne Foster Lois Gibson Ann Gray Patricia & Chester Grycko Thomas R. Gustafson & Katherine J. Schroeder Kelly & Michael Klein Jeff & Laura Knudson Ross Lienhart James Marlow Keith & Debi Meyers Douglas Morris, JD & Miranda Carney-Morris Celia & Jerry Murphey Verne & Jean Newcomb Heidi Nielsen Anthony & Angie Oehlert Louise Piacentini Alan & Anita Ruderman Jim & Molly Sather Xuan & David Sibell Susan & Duane Stanley Loren J. Stolin Craig Thompson Peter Thompson & Suzanne Spitler Thompson Jay Tinker Darren & Gidget Welborn Champions 1,000+ Anonymous (2) Kay & Roy Abramowitz Thelma Adkisson Michael & Melinda Aherne Virginia L. Ammons Christine & Rich Andersen Art & Carol Anton Jonathan & Deanne Ater Teri Barichello Shelley & Gary Barnes Jan & Thomas Barrett Scott & Kaila Barry Geoffrey Bruce & Susan Parke Dan & Deborah Budge Bruce & Jan Burmeister Rob Burton Jim & Darlene Cain Don & Patricia Cassady Anthony & Terri Cracchiolo Mike & Libby Crawford

Patrick & Monica Criteser Jason & Alyssa Dalton Steven Day Ed & Carole Dayoob Patrick & Andy F. Dignan Jeanne & Brian Farr Alan & Sharon Folkman Thomas & Elizabeth Gewecke Jeffrey & Christy Gladheim Byron & Cynthia Grant Owin Hays Jerry & Sharyn Hoffert Edward & Teresa Hostmann Peter & Jan Jacobsen Kathleen & Louis Jaffe Jason & Kaitlin Johnson Helen M. Kelly Jean Kircher Dean & Kenneth Kirn Georgia Koehler Jan Kooning William Lacour Mary & Daniel Lago Janice Levesque Jodi Lippert & Timothy L. Barr Joan Loomis Jerry L. Martin Merry Meek Leonard F. Milgate Revocable Trust Joan Morton Ronald & Judy Mundt Craig & Claudine Payne Lawrence & Christianna Pierce Wallace & Elizabeth Preble Raymond & Linda Quirk Susan & Dick Reinhart Peter Rosenblatt Pilar Rowe Margaret Rowland MD & Art LaFrance Craig & Liz Rusch Peggy & Robert Schlegel Robert & Marcia Sherry Jeff & Brandy Shrope Rich & Denise Smith Steven & Sherry Stone Dina Tiller Cordes Towle Joshua Ulmer Dave & Barbara Underriner Jim & Cindy Walker Karin Wandtke

John Ward & Amy Hill Karen Ward B. Joanne Weaver Jill & Michael Weier Connie West Jack & Ginny Wilborn Zachary & Elizabeth Wilson

Corporate, Group, & FoundatioN GIFTS * Denotes a Community Partner, an organization that has made a cash gift ($5,000+) and participated in a volunteer opportunity or made an in-kind gift ($10,000+). $50,000+ JFR Foundation Microsoft Corporation* The Oregon Community Foundation Regence BlueCross* BlueShield of Oregon $20,000+ Bank of America* BedMart* CareOregon* Kaiser Permanente* Walter G. and Marija C. Kuzman Fund of the Oregon Community Foundation OCF Joseph E. Weston Public Foundation Sanders Family Foundation Tempur-Pedic North America, Inc.* $10,000+ Andersen Construction* Bank of America Charitable Foundation, Inc. Cal Weld* Foster Family Care Network* Google* KPTV-Fox 12* Marquis Care* Oregon Convention Center* PGA TOUR Providence Health & Services - Oregon Region* Carol & Velma Saling Foundation

Albertina’s place

415 Volunteers, 55,351 Hours | The Old Kerr Nursery Assn. volunteers renamed the restaurant and shops to Albertina’s Place and relaunched Albertina’s Heirlooms. Chair: Miki Herman Leadership committee: Marsha Buono, Christine Clark, Roberta Gilley, Nancy Holden, Kathleen G. Jaffe, Peggy Schlegel, Sherri Sollars, Carole White, David Widmark, Jackie Willhite, Alison Wood 8


“Supporting Albertina Kerr is about helping people that don’t have the resources to help themselves. Albertina Kerr helps people who are vulnerable.” MARY LAGO, Donor, Foundation Chair-Elect and Community Promise Campaign Co-Chair

Southland Children’s Foundation United Way of the Columbia-Willamette Vital Life Foundation* 5,000+ ACME Business Consulting, LLC Bob’s Red Mill* Combined Federal Campaign* Comcast EGM Consulting Fairbridge Foundation Geffen Mesher & Co. Georgia-Pacific HealthCorps* Hoover Family Foundation Oregon International Union of Operating Engineers Local 7 Lawyers Title* William C. & Jani E. McCormick Foundation McKay Family Foundation Mercedes-Benz of Portland* Moda Health Montana Watch Company Oregon Charitable Checkoff Oregon Industries for the Blind Oregon Metal Slitters, Inc. Oregon Sports Authority Portland General Electric Portland Trail Blazers Red Bull Social Venture Partners Portland TaylorMade Golf

The TJX Foundation U.S. Bank/U.S. Bancorp Foundation Union Pacific Foundation Waddell & Reed, Inc. Washington Trust Bank 2,500+ Anonymous Acme Construction Supply* Aequitas Capital Management* Alaska Airlines Ater Wynne LLP* Baysinger Partners Architecture The Benson Hotel Boyd Coffee Company BridgePort Brewing Company Comcast SportsNet Compli Dave Shepard Enterprises Inc. Durham and Bates Insurance Brokers & Agents* Entercom Portland* Ferguson Wellman Capital Management* First American Title* Fit Right* FolioMetrix Folkman Asset Management Gary McGee & Co. Give with Liberty Greenlayer Sports Howard Wallis Irwin & Dorise Carlyon Hinton Irwin Foundation Jackson Foundation Arthur M. James Family Foundation Mercer* Monte Ferro Wines

Multnomah Athletic Club Payless Shoesource Perkins & Company, P.C. Precision Castparts Corp. Propel Insurance R&H Construction Company The Standard Tagmyer Family Fund of the Oregon Community Foundation Tumac Lumber Fund of the Oregon Community Foundation U.S. Bank United Salad Winderlea Vineyard and Winery Wine Direct 1,500+ AA Sports, Ltd. Bill Naito Company Bon Appetit Management Company Bullard Law Burgerville Cameron Foundation Columbia Edgewater Country Club Comcast California Region Doot Doot LLC Margueritte Hirschbuhl Drake Fund of the Oregon Community Foundation Edwards Lienhart Family Foundation Fred Meyer, Inc. Henry’s 12th Street Tavern Jamison Kohler Co. Langley Investment Properties Miller Paint Co.

Newcomb Foundation Nike, Inc. Northwest Children’s Theater & School The Rose Quarter Ruderman Philanthropic Fund of the Oregon Community Foundation Schwab Charitable Fund Swagelok Northwest* Willamette Writers Books for Kids $1,000+ Anonymous Acme Bader Community Fund of the Oregon Community Foundation Ater Family Fund of the Oregon Community Foundation Bickett Family Foundation Broadmoor Woman’s Club* Butkovic Family Charitable Fund Carr Auto Group Concordia University Contractors Incorporated Denali Furniture Fidelity Charitable Gift Fund Grand Velas Riviera Nayarit Nancy Horstkotte Memorial Fund of the Oregon Community Foundation Johnstone Enterpises La Bonita Restaurant Mackenzie Mortgage Trust, Inc. PetroCard

Annual Meeting

Keynote speaker Storm Large shared her story.

Community award honorees: CareOregon, Bob Moore, M.J. Murdock Charitable Trust & Traci Richardson

Grant-a-holiday wish 1,581 gifts, $65,630 Committee:

Kacy Fallon, Ryan Henley, Linnea Navarro, Kari Seals, Karin Wandtke

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Portland Timbers Resort at The Mountain Scanlon Family Foundation of the Cedar Street Charitable Foundation Scott | Edwards Architecture Smarsh Solid Rock Church Sunrise Bagels and More, Inc. TS Gray Construction Veggie Grill WRG Foundation

INDIVIDUAL Corporate, Group, & FoundatioN GIFTS $500+ Anonymous Access Health Centers Carole Alexander Richard & Liz Allen Amazing Massage American Property Management Michael Amorose Atiyeh Bros., Inc. Ray & Jean Auel Rachelle & Clyde Bagley Lee Ball Bamboo Grove Hawaiian Grille Darlene Benjamin Vera Bennett The Frank and Margaret Bitar Foundation Katharine & Jerry Boness Borkan Family Fund of the Oregon Jewish Community Foundation David & Trina Brauti Kay S. Bristow Stephanie & Chris Campbell Colin Cave, MD Columbia Sportswear Company Competitor Group Consumer Cellular George Cooper Dave’s Killer Bread Karen deCourcey De Ponte Cellars Design Source Galleries Bryan Dickson Steve & Annie Diess Disneyland Resort Don Dubois

Brenda Eames EartH20 El Gaucho Hospitality Mark & Jeri Ellis Mrs. Robert E. Flowerree Marc Fovinci & Ulrike Devoto Larry & Fritzi Frager Kathy Francis Paul & Jennifer Francis Sonja Fromme Traci & Tom Galbraith Troy Gambee Carol Gebhard Patricia Gentry & Leo Gentry II Diane Girard & Steve Kingsbury Lisa Gitelson DMD Jon Goodrich Richard Gorham & Abe Sanchez Grand Hyatt Seattle Dick & Joyce Gustafson William & Linda Hammersley The Hazelwood Retirement Community Residents Heffernan Insurance Brokers Mike & Sue Henningsen Huckleberry Half, LLC IKEA USA James & Lori Marie John Neil Johnson Peter & Denise Jones Marguerite E. Kleger Cynara Ko Will Koehnke Kohl’s Corporation Linda & Thomas Krippaehne Last Call Enterprises Clarke & Leeann Leaverton Les Schwab Tire Center Leupold & Stevens, Inc. Patrick & Stacy MacKelvie Terri & Ted Malaska Brenda & Brian McCool Ellen E. McMillan Bart & Patricia McMullan Julie McMurchie Tim & Margaret McNamara Robert & Robin Mesher Metropolitan Youth Symphony

Geri Miller Cole & Amy Mills Doug & Georgina Miltenberger Amy & Colin Miner Sylvia Montero Greg & Sandra Mottau Rod & Karen Nelson The Old Spaghetti Factory Oregon Jewish Community Foundation Packaging Specialties Greg Priest & Faye Comer Portland Revels Pronghorn Pumpkin Ridge Golf Club John Purcell & Deborah Purcell MD Fritz & David Rankin Resource Connections of Oregon Barry & Penny Russman Salem Foundation John & Daphne Settle ShopIgniter Stacy Sode & Patrick MacKelvie Southwest Airlines Spirit Airlines Mark & Mary Stevenson Daniel Striplin Sweet Spot Skirts Daniel Thoma John Thompson CPA Valerie Tomasi Tommy Bahama Dennis & Carol Warneke David Yordy Zidell Companies David Zier

Gifts in Honor

Carlin English Dr. & Mrs. John C. English MD Mary Jane Everist Scott & Cynthia Everist Mary Jane Farr Peter & Judy List Charlie Foster Ashley Hovey Linda & David Grilley Kathleen Hessel Alana Harris Anonymous John Holroyd & Jane Henderson Karen Vancleave & Richard Day Kathleen Jaffe Meghan Hook Julie Jelline & John Barker Anonymous Kelly Family Helen M. Kelly Millie Langdon Janet Wieneke Natalie Linn Broadmoor Woman’s Club Maxine Lundquist Muriel Spear Mary Ali’s Family Kimberly Britt K. Ramey Newell Suzanne Ramey Alan & Anita Ruderman Jack & Melanie Birnbach Sara, Noah & Richard Spaner

Alister Bond Mardi Davis

Scott Sakamoto Multnomah Athletic Foundation

Mary Borghorst Patricia Nichols

Sarah Short Chris & Amy Simons

Kay Bristow Donna Tewksbury

Amanda Snyder Lilla Carey

Elizabeth DeLamater Christine & Peter Clark

Richard Sumida Frances S. Palk

John & Jean Dutton Neil & Marcia Bednarczyk

Jim Trolinger Col. Michael Simon

Holly Eberhard Bob & Kaye Eberhard

Dr. David Wilson Ted Cook MD & Darlene Cook

Spotlight on kerr: 80s PROM $146,520 Raised | February 28, 2014 Platinum Sponsor: Providence Health & Services Gold Sponsor: Kaiser Permanente Committee: Kim Borton, Mary Beth Butkovic, Kirsten Chambers, Kathyrun Hile, Anton Oehlert 10


“Sustainability is what Albertina Kerr is all about. It’s been here for a very long time and the way it’s managed and run, it will be here for a very long time in the future.” Roger cooke, Donor, Emeritus Board Member

Gifts in Memory Huey Ahlson Brian & Elizabeth DeBrie Barbara Allen Janaan Aden Donna Lea & Kenneth Bartruff Mary Jane Everist Alice Anderson Linda & Fred Carver Beth & Bruce Engelmann Brant & Mary Krause Jane Rush Marian Avena Cherri Smith Frances Williams Eleanor Barbour Marion Jochimsen Robelle Bergmann-Clow William Upham Edward Bierman Brian & Elizabeth DeBrie Marjorie Bondurant John Bondurant David Budge Dan & Deborah Budge Pearl Bush Brian & Elizabeth DeBrie Margaret DahlstromPalmer Laurie Lake Bill Darst Joyce Jacobs

Jere DuBois Susan Adamson Bonny Hidas Christopher Dunkijacobsnolten Janet & Robert Bruno Jan Dysart Laura Borders & Bill Zuber Rolf & Nancy Glerum Virginia L. Grubb Bertha Guptill Ruth Hinson Shirley Kane Georgia A. Koehler Betty Lovett Nelson Page Mary Lou Raffety Shirley Zinn-Larson & John Larson Sheila Edwards-Lienhart Jan & Thomas Barrett Donna Exley Gerald Exley, Jr. Ruthann Eyer Virginia L. Ammons E. Lois & Robert Gebhart Terry & Grace Larsen Scott Ferris Shirley Zinn-Larson & John Larson Mary Graham Kathleen & Louis Jaffe

Patricia Haynes Jack Grey & Phyllis Edy Grey Tony & Heidi Leineweber Geraldine Sargent Mary Seats Mary Alice Hills Wanda McClellan Nancy Jaggar Blount Victor & Judith Blumenthal David & Trina Brauti Suzanne & Charles Carlbom Donald & Susan Holman The Ladies of L & C Ernest & Diane McCall Patricia Riedel Joan Strand Robert Jarvis Chris & Jim Abrams Jan & Richard Abrams Ted & Elisabeth Canfield Lea & Richard Lofton Terry Jivara Joyce Jacobs Miriam Kloster Julanne Weller Tammy Koenig Jeff Friedman Marvin & Mary Krenk Ione Jenson Hannah Larsen Phyllis & Larry McIntyre

Sally Greenlee Julanne Weller

Bonnie & Bob Lausmann Barbara Dutton

Anna Marie Dennis Brian & Elizabeth DeBrie

Charles Lowell Gunderson Joyce Jacobs

Mary Leaverton Dr. Gary Leaverton

Tabitha Leah Densmore Robert McHugh

Mary Haskell Joyce Jacobs

Joyce Manougian Patricia & Harvey Powers

Claire Dube Nathan Stevens

Tom Hawthorne Jane & Bill Scott

Sarkis Manougian George & Shenora

Michael Delano Diane Saban

Adishian Edward & Karen Atiyeh Janice & Charles Best Kari Leaverton & Bruce Freeman Dick & Joyce Gustafson Thomas R. Gustafson & Katherine J. Schroeder Peter & Denise Jones Helen M. Kelly Arthur Kirishian Sid R. Bass Associates Jerry & Sharon Titus Joe & Annie Waechter Wine Direct Sarkis & Joyce Manougian Atiyeh Bros., Inc. Tom & Leslie Atiyeh Thelma Pearl Hammond Marx Gerald & Darla Brock Joseph & Marilyn Brock Marlin & Arlene Hammond Donna & Jerry Marlow Carolyn Shank Julie & Bill Young Joyce Edith McManus Suzanne & Charles Carlbom Marilee & Fred Goodwin Frances Meyer Webber Laurelhurst Study Club Mary Muggli Harriet Lesher Faculty & Staff of the Portland Jewish Academy Jennifer Rubel Sharon Norton Vijay Advani Carol Atalit Patsy & David Cruzan Kathleen Davidson

GOLF CLASSIC $234,730 Raised | September 14 & 15, 2014 Chair: David Manougian Committee: Chris Adamek, Jerry Baysinger, Mark Bisbing, Larry Eldridge, Ron Gladney, Tom Gustafson, Angela Hult, David Kamens, Clarke Leaverton, Tim McNamara, Greg Mottau, Adelé Nofield, Andrew Plummer, Mike Rompa, John Thoma, Jim Trolinger, Casey Waage Tournament Sponsor: CalWeld

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The Global Project Administration Team of Franklin Templeton Investments Peter Jones Peter & Maria Smith Eleanor Olcott Glendoveer Garden Club Robert Ostrom Linda Pelkey Brian & Elizabeth DeBrie Edna Penwell Laurie Lake Jack Potts Donald Lombard Patricia Powers Cora Caldart Melanie & Will Dann Violet Godin John & Sally Jones Margaret & Gerald Kemper Ruth Nachtwey Mary C. Zehrung Herb & Maggie Zeller Amelia Puustinen Bristow Don & Patricia Cassady Clara Reames Joyce Jacobs David Reinhart Lisa Holland & Rich Popiel Earl Levin Susan & Dick Reinhart Lisa & Phil Speers Nancy Robison Sue Altstadt Anaren Marilyn Beale Barbara Berger Joyce & Gordon Bock Larry & Ann Brecht Dick & Janice Conklin Josephine Dwyer Sally Jo Farnes Olive Froebe Fletcher & Ellin Johnson Carolyn & David Krieger Daniel E. Montag & Kathryn M. Martinson Phillip Nock Georgie Packwood Patti Perrin Richard & Marilyn Portwood Barbara & Frank Sauer Vivienne & Spencer Snow

Carol Vial Ted & Irene Whitney

Lois Wahl Brian & Elizabeth DeBrie

Evelyn Ross Anne & Peter Jarvis

Darlyene Waldon Nancy Biheller

Helen Rufus Holly Sobella-Manes & William Manes III

Lois Weathersbee Jessica Scarborough

Joy Russell Isadore Russell Doris Shafford Bob & Claire Riddle Joan Siel Carlotta Allin Golden Asbury Rosalie Betschart Donald & Donna Chalmers Ruth Job-Elhard Leonard & Janice Johnson Mary McLeod Donna McMurry Esther Rucker Gordon Smith Joyce Jacobs Jack Smrekar Sue & Thomas Boardman Peggy & Robert Schlegel George Sobotka Brian & Elizabeth DeBrie Mrs. Calvin Souther Mrs. Robert Flowerree Steve Szambelan Roberta Vrooman Anne Taggard Jeanne L. McKichan Nettie Thorn Jim & Anne Holtz Jeannette Thrift Gary & Patricia Keaveny Peggy & Robert Schlegel William Ulrich Barbara & Roger Chamberlain Robert Geddes Christina Schetky Thomas & Sharon Sickler

Nancy Whitten Mary Bates Sherry Wicklund Rob Annear The Staff of Geosyntec Frederick Winter Donald Dackins Jody Wolfe Greg & Paula Gorton These lists represent individual, corporate, group & foundation gifts of more than $500 plus all gifts in honor or in memory made between July 1, 2013 and June 30, 2014. We have made every attempt to ensure the accuracy of this list & ask that you please contact us if you find an error or omission.

management & professional standing Management Christopher Krenk, MSW, Chief Executive Officer Jeanne Farr, MA President, Developmental Disability Services & Strategic Projects Peter TompkinsRosenblatt, MSW President, Youth & Family Services

Richard Uphoff Shirley Kane

Karen Ward Executive Director, Children’s Developmental Health Services & Hearing Services

Ann Urresti Shirley Zinn-Larson & John Larson

Doug Butler Chief Facilities & Fleet Officer

Brenda Eames, JD Corporate Compliance Officer Jerry Hoffert, MBA Chief Financial Officer Jodi Lippert, CFRE Chief Development Officer Craig Rusch Chief Information Officer Matthew Warner, MBA, SPHR, Chief Human Resources Officer Certified & Licensed State of Oregon Seniors and Persons with Developmental Disabilities Division Oregon Department of Human Services as a Private Child Caring Agency State of Oregon Addictions and Mental Health Services Division Medicaid/Medicare Approved Member Association of Fundraising Professionals National Council for Community Behavioral Healthcare Nonprofit Association of Oregon Oregon Alliance of Children’s Programs Oregon Rehabilitation Association Developmental Disabilities Coalition Accredited Behavioral Health Care Accreditation: The Joint Commission

race for the roses

$232,832 Raised, 3,977 People | April 13, 2014 Presenting Sponsor: Regence BlueCross BlueShield Chair: Erinn Warner Committee: Carilyn Alexander, Teri Barichello, Rivah Beaty, Jahan Behbahany, Rob Burton, April Coiteux, Sean Coster, David Embree, Nicole Frisch, Aaron Lutze, Grace Neal, Connor O’Brien, James Walker Ambassadors: Rachel Farkas, Alli Graham, Bob Gravely, Jeremy Hyatt, Kyle Liljegren, Dan McGrath, Amanda Meyer, Nathan Schultens, Steven Varblow 12


board of directors/foundation trustees, 2013-14 Board of Directors Larry Davis, MBA Chair Senior Vice President & Senior Client Manager, Bank of America John Thoma, CPA Chair-Elect Senior Director of Finance, Hannah the Pet Society Priscilla Lewis, RN, MBA, Immediate Past Chair, Deputy Director, Public Health Division Chris Adamek Practice Director, ACME Business Consulting, LLC

Celia Murphey Rich Smith, JD Vice President, Human Resources Kaiser Permanente Northwest Region Serilda SummersMcGee, MBA Director of Human Resources, Oregon Department of Education James M. Walker Attorney, Miller Nash LLP Karin Wandtke, CPA Partner, McDonald Jacobs John Ward President, R & H Construction

Teri L. Barichello, DMD Vice President & Chief Dental Officer, Moda Health

Dennis Warneke Principal, The Warneke Group, LLC

Shelley Barnes Family Consultant, OHSU

David Wilson, DMD General & Cosmetic Dentistry, David L. Wilson, DMD, PC

David Boxberger CEO, LightPoint Rob Burton Principal and Chief Financial Officer, ZGF Architects LLP David Connell JD, Partner, Ater Wynne LLP Alex M. Duarte Senior Compliance Counsel, The Greenbrier Companies Angela Hult Executive Director, Cambia Health Foundation Director of Corporate Philanthropy, Regence BlueCross BlueShield Tom Lasley Director of Destination Services Providence Health & Services – Pastoral and Spiritual Care (d. 2/28/2014)

Stewart A.Williams, III, MBA

Mary Lago, CTFA Chair-Elect Vice President, Wealth Management & Advisory Services, Washington Trust Bank David Manougian, Immediate Past Chair, Founder & CEO, EGM Consulting, Former President & CEO, The Golf Channel Carilyn Alexander David Andersen President, Andersen Construction A.F. “Fritz” Bartsch Jerry Baysinger, Co-Founder/ President, Baysinger Partners Architecture, PC Catherine Bekooy Larry Eldridge Vice President & General Manager, Comcast SportsNet Northwest

Ken & Ginger Harrison Peter Jacobsen

Amelia Heath, JD Senior Vice President, U.S. Turst, Bank of America Private Wealth Management

Emeritus

Mary Ann “Miki” Herman

Honorary

Peter Bhatia Christine Brown, JD Marsha Buono Jean C. Cory Andy F. Dignan Helen H. Lindgren Robert Mesher, CPA Greg Mottau Victor Stibolt, JD Ken Thrasher Jim Trolinger Bill Ulrich (d. 11/1/13) Connie West

Jodi Delahunt Hubbell President and CEO, The Commerce Bank of Oregon

Foundation Trustees

Anton Oehlert Controller, Acme Construction Supply

Keith Meyers, CPA Chair Principal, Perkins & Company

Christopher J. Krenk, MSW, CEO, Albertina Kerr Tim McNamara Vice President & Market Manager, Entercom

Mike Rompa, CPA President & Managing Shareholder, Geffen Mesher

Alan Ruderman, CPA, Certified Public Accountant Mack, Roberts & Co., LLC Anthony J. Seashore President TS Gray Construction Erinn Warner Keren Brown Wilson, PhD Adjunct Associate Professor Institute of Aging, Portland State University President, Jessie F. Richardson Foundation CORPORATE OFFICERS Christopher Krenk, MSW, President Holly Edgar, Secretary Jerry Hoffert, MBA, Treasurer 2013-14 Board COMMITTEES Executive Committee Chair: Larry Davis Committee: Shelley Barnes, Priscilla Lewis, David Manougian, Keith Meyers, John Thoma, Karin Wandtke, David Wilson Audit & Compliance Chair: Karin Wandtke Committee: Alex Duarte, Karen Rasmussen*, Mike Rompa Governance & Board Development Chair: John Thoma Committee: Fritz Bartsch, Jodi Delahunt Hubbell, Mary Lago, Celia Murphey, Rich Smith, Serilda Summer-McGee, Keren Brown Wilson

AlbertinaKerr.org

Investment, Gift Acceptance & Planning Giving Chair: Alan Ruderman Committee: Kevin Blount, Chris Brown, Amelia Heath, Chris Krenk, Mary Lago Marketing & Public Relations Chair: Angela Hult Committee: Heather Barta*, Chris Krenk, David Manougian, Tim McNamara, Leigh Milander*, Brad Preble*, Erinn Warner Operations Chair: Shelley Barnes Committee: Doug Bogen*, David Boxberger, Geoffrey Bruce*, Rob Burton, Tori Bryson*, David Connell, Tom Lasley, Anton Oehlert, John Ward, Stewart Williams III Program & Accreditation Chair: David Wilson Committee: Chris Adamek, Carilyn Alexander, Teri Barichello, Catherine Bekooy, Eugene Borken, MD*, Elyse Clawson*, Margie Rowland*, Rich Smith, James Walker, Dennis Warneke * Community committee members

Albertina Kerr Report to the Community 2013-14  

Albertina Kerr strengthens Oregon families and communities by helping children and adults with developmental disabilities and mental health...

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