2022-23 Annual Report

SELF ENHANCEMENT, INC.

2022-2023 ANNUAL REPORT

CHANGING LIVES SINCE ‘81

TABLE OF CONTENTS

OUR MISSION

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OUR HISTORY

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THE STANDARDS

STANDARD #1

STANDARD #2

In SEI we greet each other every day with a smile and a handshake to strengthen the relationship between us.

In SEI we honor and respect each other and so we address one another with proper language and speech.

In SEI we value the space of ourselves and others and are careful not to intrude or injure each other.

STANDARD #4

STANDARD #5

STANDARD #6

In SEI we are mindful of what is true, and strive to be honest in word and deed.

In SEI we treasure our rich culture and hold the cultures of all people in high regard.

In SEI we strive to reflect our beauty both inwardly in our understanding and outwardly in our appearance.

STANDARD #3

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A MESSAGE FROM OUR PRESIDENT

TONY HOPSON, SR.

IMPACT Timeline 1981

SEI created the first comprehensive summer camp that trained students how to transfer skills learned in sports back to academics – classrooms and/or career fields.

1997

Conducted a capital campaign and built, paid in full, and opened the first and only Black owned and operated Community Center in the State of Oregon.

2002

Replicated the SEI program (The Relationship Model) in Miami, Florida, partnering with NBA Hall of Famer, Alonzo Mourning.

2004

SEI established the most successful Charter School (The SEI Academy) serving African American students 6th – 8th grade in Oregon and received a report card rating of 5 which was considered outstanding.

2006

SEI Celebrated its 25th Anniversary year and had a historic record-breaking Art + Soul fundraising event raising over 4 million dollars in one night.

2007

SEI was recognized by the Edna McConnell Clark Foundation as one of the nation's top Youth Development programs.

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2011 2017 1997

SEI started the Jefferson Whole School model (with the opportunity to serve incoming Freshmen) which moved the student graduation rate from 54% to 93% over a four-year period.

SEI was identified by the Portland Business Journal as the largest Black-led nonprofit in Oregon.

2019

SEI received a highly coveted 25 million dollar Promise Neighborhood grant from the federal government, Department of Education. SEI was one of the 25 grant recipients in the nation.

2021

SEI initiated conversation with Phil Knight and Penny Knight to pledge 400 million dollars to help rebuild Portland’s Black community known as Albina. This pledge is the largest private gift ever given to a Black community in the United States.

2023

SEI over the past 43 years has invested one billion dollars of services, resources, and support into our community.

2024

Year to date – SEI has served over 100,000 youth and families.

So, my question is, does all of this represent Legacy? That is up to others to decide. What I do know is that it is legendary because there are thousands of SEI students and families who are now living successful, productive lives, giving back to communities across the Nation because of SEI efforts. Our cities, State and Nation are better today because of the SEI alumni who are leading the way.

Tony L. Hopson, Sr.

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A MESSAGE FROM OUR CPO

CHIEF PROGRAM OFFICER, TRENT ALDRIDGE I am honored to witness firsthand the incredible work we accomplish here at Self Enhancement, Inc. This past year has been nothing short of extraordinary. We've provided vital services and touched the lives of thousands in our community, leaving a lasting impact that fills me with immense pride.

Through our Youth Services and Community and Family Programs, we served over 15,000 people in our community. We awarded over $400,000 in scholarships, distributed over 192,000 pounds of food, and provided over 3.3 million dollars in Energy support. These tremendous services would not have been possible without the dedication of our phenomenal staff and the unwavering support of our generous partners and donors.

However, our work isn't finished. Our community's needs are ever-present; countless individuals and families still face challenges that require our support. We remain resolute in our commitment to making a positive difference and change. We will continue innovating to develop new services and expand our reach to ensure a brighter future for all.

Thank you for believing in us, and thank you for being a part of the change.

Let's continue to make a difference together.

Trent Aldridge

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PROGRAM OVERVIEW IN-SCHOOL Our In-School Program begins with students as young as the second grade. Each student is matched with an In-School Service Coordinator who provides extensive case management, tracking scholastic achievement, attendance, and behavior.

AFTER-SCHOOL Our After-School Program offers academic support as well as exposure to a variety of classes in the areas of health and wellness, arts and performance, life skills, and leadership development.

SUMMER PROGRAM Each summer, we provide five weeks of full-day programming.

The program emphasizes academic enrichment, recreational activities, involvement in the arts, exposure to the community, and preparation for post-secondary education and employment.

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PROGRAM OVERVIEW SCHOOLS UNITING NEIGHBORHOODS (SUN) We manage full-service neighborhood hubs where students and families access educational support, enrichment and recreational activities, skill development, and community involvement programs in 18 schools through contracts with Multnomah County and the City of Portland.

POST-HIGH SCHOOL We believe in continuing to support our students after they graduate high school to help them be successful. We provide support for developing employment and career goals, entering and succeeding in college, as well as financial literacy and basic life skills.

PARENT INVOLVEMENT Our Parent Involvement Program provides case management, support, and networking to address potential barriers to maintaining a healthy family environment and a positive home-school relationship.

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PROGRAM OVERVIEW HOUSING & ENERGY ASSISTANCE We provide short-term rental assistance for families at risk of eviction and work with houseless community members to eliminate barriers to long-term housing. We also assist households at risk of losing power to their home. We aim for every family to have a warm and safe environment for themselves and their children.

ANTI-DOMESTIC AND SEXUAL VIOLENCE PROGRAM We provide culturally specific services for African American survivors of violence, sexual assault, stalking, sex trafficking, and other trauma. Our confidential advocates provide consistent support, build trust, rebuild confidence and hope, and empower survivors to reach new goals.

CHILD WELFARE ADVOCACY We work with children and parents involved with the DHS Child Welfare system to ensure African American families can successfully navigate it. We provide resources so children can remain in their homes, or work to reduce barriers so children can return to the care of their parents.

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KEYS TO SUCCESS CONTINUUM OF SERVICES We work with students from elementary school through their 23rd birthday.

RELATIONSHIP MODEL We build long-term and comprehensive relationships with students and their families.

CULTURE OF SUCCESS We create positive, contributing citizens who lead with integrity and respect.

COMPREHENSIVE APPROACH We provide wraparound support to create family and community change.

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SUCCESS STORY

LESLIE NEWTON

HIGH SCHOOL: Jefferson High School COLLEGE: Portland State University MAJOR: Child & Family Studies “I was adopted. Being in the 6th grade, the support that I gained from SEI was home. I came to SEI with that extra love and extra concern about my well being. Currently, I am a bus operator for Trimet. I am the dance teacher for SEI’s Elite Dance Team. I have learned through SEI to create a virtuous cycle.

Not a vicious cycle. I am content with who I am today. I am back home at SEI giving back.”

2003 SEI Alumnus

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PROGRAM IMPACT

SERVING FAMILIES SINCE ‘81 IN 2022-2023 WE

DISTRIBUTED 192,542 POUNDS OF FOOD

AWARDED $3,301,956 ENERGY DOLLARS

HAD A 93% GRADUATION RATE

SERVED 4,430 STUDENTS

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PROGRAM IMPACT

COMMUNITY ASSISTANCE

COMMUNITY & FAMILY PROGRAMS SEI partnered with LIHEAP - Low Income Home Energy Assistance Program OEAP - Oregon Energy Assistance Program CEAP - COVID Energy Assistance Program LIHWAP - Low Income Household Water Assistance Program to serve families across Multnomah County.

Together, we served 1,245 families with energy assistance and distributed $3,187,420 across all energy programs.

PROGRAM ASSISTANCE

ENERGY ASSISTANCE 1,245

ANTI-DOMESTIC & SEXUAL VIOLENCE 108 HOMELESS HOUSING PLACEMENT & RETENTION

SHORT TERM RENTAL ASSISTANCE 1,517

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PROGRAM IMPACT

GRADUATION RATE

In 2023, we graduated 93% of our students from 6 Portland area high schools. They have gone on to pursue their passion in a variety of fields.

Our post-high department serves students up to age 25 to bridge the gap between high school and post-secondary success so that every child has the necessary support to become a positive contributing community member. From college prep to life skills 93 development to apprenticeships, SEI provides continued support as our youth enter 85 adulthood so that they continue to thrive as members of the community.

80

93%

72%

79%

SEI STUDENTS GRADUATED

COUNTY-WIDE: BLACK/AFRICANAMERICAN STUDENTS

COUNTRYWIDE: ALL STUDENTS

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FINANCIAL POSITION ASSETS

2023

2022

Cash and cash equivalents

14,853,548

9,104,770

Accounts receivable

3,631,832

4,026,049

Contributions and grants receivable, net

19,051,230

23,933,461

191,214

240,471

Investments

18,687,543

17,731,624

Note receivable

323,000

323,000

Development fees receivable

418,332

Operating right-of-use assets

758,864

Property and equipment, net

6,888,375

7,176,910

TOTAL ASSETS

64,803,938

62,536,285

2023

2022

Accounts payable and accrued expenses

807,198

1,368,123

Accrued payroll and related expenses

1,723,418

595,490

Deferred revenue

394,310

248,311

Operating lease liabilities

802,392

Notes payable

529,659

529,659

NET ASSETS

60,546,961

59,794,702

TOTAL LIABILITIES

4,256,977

2,741,583

TOTAL LIABILITIES AND NET ASSETS

64,803,938

62,536,285

Prepaid expenses, deposits and other assets

LIABILITIES & NET ASSETS

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STATEMENT OF ACTIVITIES

WITHOUT DONOR RESTRICTION SUPPORT AND REVENUE

CONTRIBUTIONS 8.9%

OTHER 3.3%

EXPENSES FUNDRAISING 7%

ADMINISTRATION 13%

IN-SCHOOL PROGRAMS 35%

EXTENDED DAY 17%

GOVERNMENT CONTRACTS 87.8%

COMMUNITY & FAMILY SERVICES 27%

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OUR LEADERSHIP 2022-2023

BOARD OF DIRECTORS

FOUNDATION BOARD

PRESIDENTS COUNCIL

Bryan Steelman Jesse Welch Lolenzo Poe Miles Davis Morgan Beltz Orlando Williams Raymond Edwards Tony Hopson Tracy Curtis Vanessa Morgan William Mitchell Kiosha Ford Shauncey Mashia

Tony Hopson Rukaiyah Adams David Lokting Orlando Williams Rupa Jack

Kenneth Carr Al Fleenor Larry Miller Charles Mitchell Sherri Mitchell

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OUR LEADERSHIP

EXECUTIVE TEAM

Tony Hopson, Sr. President & CEO

Cherie Davis Director of Human Resources

Trent Aldridge Chief Program Officer

JaVonne Williams Director of Student & Parent Services

Sahaan McKelvey Director of Community & Family Programs

Mariet Steenkamp Chief Financial Officer

Melissa Hicks Director of Promise Neighborhood Initiative

Shantel Waddell Director of Extended Day Programs

Freda Walker Chief Compliance Officer

Anthony Deloney Director of Development

Tamra Hickok Director of Program Innovation

Renita Crowell Assistant to the President

Tony Hopson, Jr. Director of Fidelity

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THE BLUEPRINT

MAKE A GIFT TODAY

SELF ENHANCEMENT, INC. IS THE BLUEPRINT Join us in continuing to build culturally specific solutions by committing to contribute $10 per month at www.selfenhancement.org/blueprint For more information about how to get involved, contact the Development Department at development@selfenhancement.org

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OUR SUPPORTERS FOUNDATIONS Broughton & Mary Bishop Foundation · Brown Meeker Revocable Living Trust Fund Dennis and Marilee McIntee Dolph Foundation Fund of OCF · Esta Rose Fund of OCF Fairway Fund of Oregon Community Foundation · Fred and Patty Hopp Foundation Fred W. Fields Fund of The Oregon Community Foundation · Hartford Foundation Jenkins Student Aid Fund · L & BL Charitable Trust · Meyer Memorial Trust Moraga Clarke Family Fund · Mrs. Moe M. Tonkon Fund of the Oregon Community Foundation Newell Family Charity Fund · NFL Foundation, Inc. · NW Self Storage Foundation OCF Joseph E. Weston Public Foundation · Oregon Community Foundation Parsons Family Fund of The Oregon Community Foundation · Phyllis and Walter Malzahn Charitable Trust R. H. Parker United Foundation · Renaissance Charitable Foundation Inc. · Rockefeller Philanthropy Advisors Samantha Richardson Family Donor Fund · Silicon Valley Community Foundation · So Hum Foundation The Marquis Foundation · The Samuel S. Johnson Foundation The White Rose Edu Foundation, Inc. · W Lester Brooks Foundation

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OUR SUPPORTERS PARTNERS & SPONSORS Advanced Metal & Wire · Aetna · Alaska Airlines · Apple · Association of Science and Technology Centers Bank of America · Beach Elementary School PTA · Bonneville Power Administration · BORA Architects Inc. Boy Scouts of America · Brooksee · City of Portland · Clackamas Education Service District Coalition of Communities of Color · Colas Construction · Columbia Bank · Columbia Sportswear Company Comcast · Danner Boots · Dirty Pretty · Doug Bean & Associates, Inc. · EES Environmental Consulting, Inc. FNTS Holdings LLC · Fortis Construction Inc. · Hampton Lumber · Harper Houf Peterson Righellis Inc. Hoffman Construction Company · Hood River Distillers · iQ Credit Union · Jack and Jill of America, Inc. James John Elementary PTA · Kaiser Permanente · King School PTA · LaCrosse Footwear, Inc. · Laurelhurst Theater Legacy Health · Linfield University · M Benefit Solutions · McDonalds of Oregon & Southwest Washington · MESO Metro · Metroman Hair Salon · Microsoft · Migration Brewing · Moda Health · Mt. Hood Cable Regulatory Commission Multnomah County · Multnomah County Board of Commissioners · NACADA · New Seasons Market · NIKE, Inc. OnPoint Community Credit Union · Opsis Architecture LLP · Orange Theory Fitness Happy Valley Oregon Department of Human Services · Oregon Food Bank · Oregon Health & Science University Oregon Robotics Tournament & Outreach Program · Our Children Oregon · Pavelcomm · Peninsula Optimist Club Perkins Coie LLP · ¿Por Qué No? Taqueria · Portland Mennonite Church · Portland OIC Inc. · Portland Public Schools Portland State University · PricewaterhouseCoopers · Prosper Portland · Protoplant, Inc · R&H Construction RE/MAX Equity Group, Inc. · River City Media LLC · Sabin School PTA · Scan123 Corporation · She Bop LLC Skill Demand LLC · SOREL · St. John Lutheran Church · State Farm · State of Oregon · Stoller Wine Group · Studio Mega Superbloom House · Team Esface, Inc. · Tektronix · The Pew Charitable Trusts · The Standard · Trail Blazers, Inc. TriMet · University of Oregon · V&B Philanthropy · Vanport Jazz Festival · Vernon School PTA Victoria Bar · Vigor Industrial LLC · Wells Fargo · Willamette Valley Vineyards

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OUR SUPPORTERS INDIVIDUALS Abbey Rollins · Alexa Jellison · Allen Brady · Andrew Tweedie · Angela Roach · Anyeley Hallova · Arthur K. McNett Barbara Hildebrandt · Bob Speltz · Bobbie Foster · Bonnie Pavel · Britton Taylor · Bruce Strade · Bryan Steelman Carla R. Penn-Hopson · Carol N. Stone · Charles Williams · Christine Carr · Christopher J. Sherry · Cierra Nease Colin D. McLean · Cynthia Mulflu · Dan Murphy · Dana Richard · Daniel & Leah Frye · Darryl W. May · David A. Lokting David Davini · David Sonsteng · Deborah Sposito · Deborah Wilds · Denise Carty · Derek Morrison · Douglas Spiro Dwight Sangrey · E. Jenelle Brown · Edmund P. Jensen · Edward J. Washington · Eli Hart · Elizabeth Reese Emily Henkle · Franklin Johnson · Freda Walker · Gadi Golan · Gary Hollands · George & Mary D. McInnis Gilbert C. Child · Glenn A. Hart · Gordon H. Keane · Greg Popma · Gregory K. Hinckley · Heidi Grenley James J. Damis · Jeff Hairston · Jeff Yonover · Jennifer Madden · Jennifer Marsicek · Jessica L. Walter Jin Ren · John Branam · John Donahoe · John Jackson · Johnna Wells · Joseph Dunn · Judy Berger · Julia Menez Justice A. Rajee · Karen Carlin · Karen Demus · Karen Popma · Karolyn Neupert Gordon · Karyn Lush · Kate Merrill Kathryn McDonald · Kathy Webb · Kelsey Byrd · Kelsey L. Bunker · Ken Johnson · Kenneth A. Carr · Keri Carkeek Kevin Cook · Kim Pengelly · Kimberly Mack · Lakecia Gunter · Larry Lewis · Larry Warren · Latosha Wilson LaToya Kamara · Laura Jordan · Laurie Donaghu · Lawrence S. Viehl · Leon Bell · Letha Tawney · Lolenzo Poe Loretta J. Smith · Lynn Ogden · Marcy Schwartz · Maria Ponzi · Mark A. Perkins · Mark Hamlin · Marla Hostetter Kropf Marlon Haynes · Martin Zerr · Mary Lee Alder · Maximillian Schwartz · Melanie Harris · Michael Smira Michelle Kaufmann · Miles Davis · Morgan Beltz-Hally · Nancy Wyden · Nicole Deering · Orlando L. Williams Paul Trussell · Philip H. Knight · Philip Rothrock · Priscilla Bernard-Wieden · Queen Latifah · Rachael L. Coady Rachael Sneddon · Randolph L. Miller · Rebekah Kilgore · Regina M. McCarthy · Renea Tanner · Rhonda Meadows Richard Cameron · Ricky Allen · Rob Closs · Robert Fallow · Robert Woodell · Roger Mills · Ron L. Wyden Rukaiyah Adams · Ryan Stumpf · S. Renee Mitchell · Sandra Parsons · Sarah Devries · Sarah K. Lawrence Scott Inukai · Scott Waddell · Shannon Inukai-Cuffee · Sylvia Welch · Ted K. Gilbert · Terry W. Baker · Thomas Smith Tia Ramlow · Tony L. Hopson · Tracy Curtis-Nagore · Truman W. Collins · Vanessa A. Morgan · Walt Pelett Wayne Monfries · William E. Johnson · Zeina Do

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