Annual Report (14/15)

SELF ENHANCEMENT, INC. ANNUAL REPORT 2015

THE SEI STANDARDS

THE SEI STANDARDS The SEI Standards are founded upon the principles of integrity and respect. Integrity, because integrity exemplifies truthfulness, modesty, and trustworthiness. Respect, because respect exemplifies courtesy, honor, and reverence.

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

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

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

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

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

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

SEI Serves Nine Schools Uniting Neighborhoods (SUN) Sites

King

Chief Joseph/Ockley Green Boise Vernon Jefferson

91%

Woodlawn

Beach Prescott Reynolds

SEI Is...

80% are students of color

85%

from low-income backgrounds

92% identified as severe or high risk

85%

of SEI’s HS graduates continue on to pursue higher education or occupational training From the class of 2015 alone, SEI graduates are currently attending colleges across 10 different states.

SEI Supported Over

10,000 Students

To Become Positive Contributing Citizens 1) Two years of Post-Secondary Education 2) Two years of vocational training programs 3) Two years in a family wage job 4) No criminality

SEI PROVIDES

98%

October is National Domestic Violence Awareness Month

Join Self Enhancement, Inc. for our

Annual Purple Mile Walk

to Support Domestic Violence Awareness

For Additonal Information Contact Community + Family Programs 503.285.0493

Donate Today!

$50.00 Provides a Thanksgiving Basket to Needy Family

www.selfenhancement.org

NEW GIVING CAMPAIGN 2015-2016

25/25

Help us reach our goal by December 31, 2016!

We need 2,500 individuals to donate a recurring gift of $25 a month.

May we count on you?

Please put us on your “Nice List” this Holiday Season!

-$50 Provides Holiday Gift Basket for a Needy Child -$100 Provides Holiday Gift Baskets for a Needy Family -$250 Provides Supplies for one term of After-school Programming -$500 Provides Registration fees for a Sports Team -$1,000 Provides Instruction for an Arts & Performance class

Your support makes the SEI world brighter.

Thank you for being a light to our students.

STATEMENT OF ACTIVITIES JULY 1, 2014 - JUNE 30, 2015

General Operations

Support and revenue: Government contracts Contributions Special events, net Transfer from endowment Other revenue Total revenue

2015

2014

$ 7,488,856 2,439,085 898,379 336,413 11,162,733

$ 6,006,655 1,602,922 1,191,957 873,221 374,947 10,049,702

1,568,542

2,118,916

12,731,275

12,168,618

Net assets released from restrictions: Satisfaction of program restrictions Total support and revenue

Contributions 38%

Other 3%

Government Contracts 59%

Expenses: Program services Core program Non-core Youth programs SEI Academy Community & Family programs Other programs Total program services Support services Fundraising Administration Total support services Total expenses before depreciation Change in net assets

FY 2015 OPERATING REVENUES

$

4,677,162 1,052,842 1,116,482 2,799,475 942,065 10,588,026

5,295,698 843,774 1,002,473 1,888,743 926,691 9,957,379

532,131 2,265,021 2,797,152

601,977 1,901,823 2,503,800

13,385,178

12,461,179

(653,903) $

(292,561)

This Statement of Activities does not reflect all Fiscal 2015 financial activities. Complete copies of the audited financial statements for the fiscal year ended June 30, 2015 may be requested from Self Enhancement, Inc.'s Director of Finance & Administration.

FY 2015 OPERATING EXPENSES

Fundraising 4% Family Services 21%

Administration 17%

Core Youth Programs 35%

Non-Core Youth Programs 23%

BALANCE SHEET

JULY 1, 2014 - JUNE 30, 2015

2015 Cash and cash equivalents Accounts receivable Contributions receivable, net Grants receivable, net Prepaid expenses and deposits Investments Note receivable Property and equipment, net

ASSETS

2014

$

275,890 1,235,944 783,705 285,941 201,819 22,251,706 16,138 6,222,451

$

822,569 1,514,699 558,730 170,000 100,930 22,164,998 32,276 6,283,355

$

31,273,594

$

31,647,557

LIABILITIES AND NET ASSETS Liabilities: Accounts payable and accrued expenses $ Accrued payroll and related expenses Line of credit Note Payable Total liabilities

501,124 317,711 34,221 3,011,297 3,864,353

$

461,831 334,031 272,723 3,011,052 4,079,637

Net assets: Unrestricted: Available for general operations Endowment deficit Capital reserve fund Net investment in property and equipment Total unrestricted net assets

(3,399,686) (914,467) 134,159 6,222,451 2,042,457

(2,663,039) (1,093,989) 134,159 6,283,355 2,660,486

5,282,914 20,083,870 27,409,241

4,823,264 20,083,870 27,567,620

TOTAL ASSETS

Temporarily restricted - Program Permanently restricted Total net assets TOTAL LIABILITIES AND NET ASSETS

$

31,273,594

$

Complete copies of the audited financial statements for the fiscal year ended June 30, 2015 may be requested from Self Enhancement, Inc.'s Director of Finance & Administration.

31,647,257

SEI LEADERSHIP SEI Board Chair & Government Relations Chair: Justin Delaney Board Development Chair: Reggie Guyton Resource Development Chair: Casey Callinsky Finance Committee Chair: Bruce Southworth Board Secretary: Karolyn Neupert SEI President & CEO: Tony Hopson Sr.

Board Members: Cortlandt Cuffee Bill Harris Michael Levelle Darryl May Larry Miller Sherri Mitchell Charles Mitchell William Mitchell Wayne Monfries Ngoni Murandu Vanessa Morgan Honorable Adrienne Nelson Brian Pienovi Scott Powers Mary Ruble Jan Turner Mark Waller

“Life Has Options” 27

Foundation Board: Foundation Board Chair: Stephen Shepard Foundation Board Secretary: David Lokting Chris Dudley Tony Hopson Sr. Rupa Jack Eli Morgan Susan Paulsell George Scherzer Bruce Southworth

Self Enhancement Executive Team President & CEO: Tony Hopson Sr. Director of Finance: Tony Ande Director of Community + Family Programs: Libra Forde Director For Program Advancement: Gerald Deloney Director of After School, Summer Programs: Anthony Deloney Director of Youth Services, In-School: Tony HopsonJr. SEI Academy Principal: Timothy Rodgers

DONORS Tyrone Abah Abbott Laboratories Rukaiyah Adams Cynthia G. Addams Alaska Airlines Scott and Mary Lee Alder Trent Aldridge Denise K. Alexander Michael C. Alexander David Allen Jeff Allen Ricky and Deborah Allen Carlotta E. Allin Donna M. Alvarez Tony A. Ande Jeff Anderson AT & T Employee Giving Campaign Ezra Atikune Alison Bailey Terry W. Baker Sophie Banner Dustin Barber Steven Barry Alan Batts Maryanne Bay Beach Elementary School PTA Robin R. Beavers Rain and Stressla Beavers Tammy Beckley Johnnie M. Bell Ronald H. Beltz Benevity Community Impact Fund Christina Bennett Brian Berning Nicole Bethune Andrew Beyer Phil and Julie Beyl Jennifer Bischoff Broughton H. Bishop Kimberly K. Black Mildred and G.F. Bohlke Lynn Bonner John Bradley - R & H Construction Trevor A. Brandon Ahmend and Linda Brooks Charles Brown Daria Brown Jeff Brown Jimmy D. Brown Kimberly K. Brown Rebeca Brown Tatiana Bruce Buffalo Wild Wings Chelsea Bunch Dennis Burger Patrick and Irene Burk Lyniese D. Burks Lindsey R. Butler Monroe and Betty Cabine Cindy Knowles Pamela Knudsen Susan W. Koch Kroger Co. Katharine Cahn

MaryEtta Callier Casey and Lindsey Callinsky - Wells Fargo Bank Cambia Employee Giving Campaign Robert G. Cameron Aniko Campbell Roger A. Capps Cardinal Chiropractic, PC Celia Carlson Doug Carnine Julie Caron Kenneth and Adrianna Carr - Carr Construction Shalanda Carr Mamie Carter Margaret L. Carter James P. Cassinelli Sylvia Castiaux Allison F. Cavil Peter L. Cervellino Michael Chabala Charles K. Chadderdon Tracie Chambers John Chapman Gilbert and Julie Child City Liquidators, Inc. Nathan Clark Isaac Clarkbrown Andrew Colas - Colas Construction Chris Coleman Carlotta Collette Kristin B. Collins Maribeth W. Collins Truman W. Collins Columbia Sportswear Company Nathan Commodore Confederated Tribes of Siletz Indians CostCo - Portland #02 Tayo Cotton Martha V. Couch Alyssa Craigie Betsy Cramer Josephine Crenshaw Kymberle Crowell Renita Crowell Cortlandt Cuffee and Shannon Inukai-Cuffee Cole J. Cunningham Roslyn Cunningham Olga Dal Danish Sisterhood Dorothy Davis Michael and Katie Davidson Alan Davis Willie and Cherie Davis Lisa Dawson Julia M. De Leon Yeruwelle De Rouen Justin and Marisol Delaney - The Standard Anthony Deloney Gerald Deloney Gwendolyn Dent James Desmond Robert J. Di Vincenzo Papa A. Diallo Charles & Nanci Dickinson Meredith Dickinson

Aaron Dickson Dale G. Dobbins Sterling Dorman Wayne and Julie Drinkward James Dugoni Veronica Dujon Jim and Kelley Dulcich Donna L. Dull Susan Dunn Paul Dupont Dan and Sallie Dutton Richard Eaton Maya Edelstein Ann P. Edlen Antoinette Edwards Keith Edwards Marian E. Edwards FLP, LLC Camille Ellington Lakeitha Elliott Evan Ellis Mary P. Eschbach Amber Eubanks Charlene Fair John R. Faust Fred Fields Paul Filius First Unitarian Church Misha Fitzwater William H. Flemming John L. Fletcher Karen Forman Robert D. Forster Richard Fortson Bernard and Bobbie Foster Derrick Foxworth Frazier Family Reunion Friends of Chip Shields Friends of Lew Frederick Mary Fuller Lee A. Furlong Edvidge Fykes Maurice Fykes Stephanie Gaidosh Nick Gallo Tami Garner Suzanne Geary Alaine Gee Louis Gee Ellen Gehringer Rebecca Gibbeson Larry and Tania Gitch Phil L. Goldsmith Coya K. Goodman Gregory J. Goodman George Gornick Rachelle and Zachary Goude Cat Goughnour Charles Gould Rohna P. Grant James Grew Melissa S. Griffith Scott Griffith Kim Grimme

Adam T. Grimshaw Marilyn Grunbaum Adriana Guerrero Reggie and Lissa Guyton Ellen Gyllstrom Karen Halloran Eric Halperin Reg Hamlett Ralph Hamm Ali and W.G. Hardy Dan and Kathy Harmon Deidre Harms Edwin Harnden Christina A. Harrington Antonio and Donna Harris Bill Harris - Centerpointe Research Institute Joyce Braden Harris Linda J. Harris Robert and Judith Harrison Glenn A. Hart Elaine Hartzog Stephanie Harvey Deborah Hassler-Blackmore Carol Hazzard Heart of Florida United Way, Inc. Troy Tegeler Christine Heijenga Angela Heiney Jennifer Heitz Adan Heller Eileen and Kevin Hendrickson Douglas R. Henne Cynda Herbold Craig Hermann Ibeth A. Hernandez Roger Herndon Richard Hertzberg Tamara Hickok Ken Hick & Cheri Cooley Melissa Hicks Sam Higgins Sherani Hill Karen H. Hinsdale Historic Mississippi Ave Business Association Troy Hollis Judith Holmboe James Hook Erik J. Hopkins Brandon Hopson Kenneth D. Hopson Tony Hopson, Jr. Tony Hopson, Sr. Candace M. Horter Scott Howard Kathleen Howlett Michele Howser Brianna Hulstrom Phillip Humphrey Carlene Hunnicut Miki Hunnicut Conrad Hurdle Grant and Patricia Hutchins Judy M. Ilg

Dian Imper Iovations, Inc. Renisha Isom Cinda Jackson Cobi Jackson Keith L. Jackson Laurice Jackson Lois Jackson Nathan Jackson Nathanial Jefferson Lenka M. Jelinek Bill Jenkins Candace Jennings Victoria L. Jette Guerllamo Jimenez Arthur and Cynthia Johnson Cheryl Johnson Marissa A. Johnson Princess Johnson Linda Mashia Jones Al Jubitz Philip Juckeland Mark S. Junker Deborah Kafoury Mark R. Kalenscher Hazel Kaliloa Myrna M. Kane Gregg and Diane Kantor Albee Kara Gordon and Katherine Keane Alisha Kelley Nyesha M. Kelsey Delphine Kennedy-Walker Megdy B. Khoury David O. Kish Harvey D. Klevit Josephine Z. Klevit Paul Knauls Cindy Knowles Pamela Knudsen Susan W. Koch Kroger Co. Bernie Kronberger Patricia Kubala Greg Kubicek Nanette La Du Ann Labray Joseph Lai Kathie D. Lambert John Lampkin Bobbi Lampros Robert M. Landauer Mary Lois Larson Sarah Lawrence Michael and Cynthia Lee Daniel Lefco Legacy Health P. A. and Heidi Leineweber Michael Levelle - Sussman Shank LLP Mary J. Levine Deborah Lewinsohn Kirby Lewis Mary Li

Lance and Sherry Linder Elizabeth Lloyd David Lokting - Stoll Berne Michael Louaillier Shad K. Luedke Robin Mack-Ballis Kathleen MacNaughton Sondra Macomber Monteith Macoubrie Daniel Maddox Christopher Magana Ellon Manly David C. Mann Michael J. Manuel Marie Manuel Marton Marion Lori Martin James C. Mason Darryl May - Umpqua Bank Camellia T. Mayfield Ivery L. Mays Penny McArdle LaShawn McCarthy Wayne E. McCurdy Sanara McDonough Duane C. McDougall James C. McFarland Andrew McFarlane Tonda McFerrian George & Mary D. McInnis Sahaan McKelvey Tom McLaughlin Arthur K. McNett Rhonda Meadows Melvin Mark Companies Maria Mendoza Jilma Menses Thomas Meson Matthew J. Messerly Metro Regional Center Aaron Miles Julia Mines Russell Millage Larry Miller - Jordan Brand Robert G. Miller Sharon Miller Milwaukie High School Community 101 Dunya Minoo Charles and Sherri Mitchell - All About People, Inc. Charlotte Mitchell-Reese William Mitchell - Merchant Concepts, Inc. Moda Health - Karis Stoudamire-Phillips Earl Molander Robert G. Moneyhan Wayne and Susan Monfries - NIKE, Inc. Michael J. Montgomery Ashley L. Moore Dawn M. Moore Deanya Moore Ombrea Moore Ellison C. Morgan Jill Morgan Vanessa A. Morgan

DONORS Maria S. Morrison Peter Mortola Jennifer Mosher Berk Moss Josh and Jessica Moss - Gallatin PA Ann Mountain Cynthia and Thomas Mulflur Ngoni Murandu - NW Natural Melisa Murguia Brian Myers Stanton C. Myers Tracy Curtis Nagore Greg K. Nared Hester H. Nau Hon. Adrienne Nelson Tawnie Nelson Karolyn J. Neupert Gordon Janice M. Norris Meanroth Ny Daniel V. Obradovich Tondalayera O'Brian Mariontino Odighizuwa Andrew Olembge Janet K. Olson Elise Orban Oregon Health & Science University Peter and Jill Oswald Gary Oxman Rebecca Page Julie K. Palmer Glen Pape Yolanda Paris Johnny Ray Parker Jerry Parsons Albert M. Passadore Jollee Patterson Jaime Pavel Pavelcomm

Matthew D. Pearson Carla R. Penn-Hopson People's Food Cooperative Sharon R. Phillips Thom Pickett Brian Pienovi - Realty Trust, Inc. Lawrence W. Pierce Gregory and Janelle Pierson David Platt Milton Plews Lolenzoand Kathi Poe Angela Polin Brenda Polk Pop Art Portland Fire Bureau Portland Playhouse Portland Police Bureau Portland Prime - Frank Taylor Portland State University Betty L. Powell Scott Powers - Cambia Health Precision Countertops Doug Prior Produce Row CafÈ Providence Health Systems - David Underriner Robert L. Quillin Danielle Radcliffe Judith H. Raiten Mark D. Ramsby Annette Ramsey-Roberts Bruce Ramseyer Elizabeth Reese Richard Reese Bobbie Regan Richard V. and Ramona Rex Philippa J. Ribbink Bart Ricketts - Lease Crutcher Lewis John F. Riddle

Johanna Riemenschneider Sabina M. Riggi Kimberly A. Riggins Laury L. Riley George D. Rives Philip and Sally Robinson Timothy Rodgers Gilbert M. Rodriguez Julie Rogers Kesha Roper Kyla Roschke Susan Roschke William F. Rose William W. Rosenfeld David R. Roth Janet Rowell Mary Ruble - U.S. Bank Virgie Ruiz April Sanderson Lisa G. Manning Saunders Sarah Schaefer Tanya K. Schaefer Jane T. Schneider Susan Schnitzer Breanna C. Scott Brenda Scott Jason Scott Kenny Scott William C. Scott Courtney K. Segel Olga A. Semiryazhko Monique Serrell Clareese M. Shelby Donna Shepard Stephen L. Shepard Pat Bates Sherman Christopher J. Sherry Ryan Shortell

Kim Sisul John Slusher and Christine Carr Arvie Smith Carole L. Smith Commissioner Loretta J. Smith David Smith Eric Smith James Smith Richard Smith Steve Smith Maureen Soler Cynthia L. Southwell Bruce Southworth - Mack, Roberts & Co., LLC Sparo Corporation Barbara J. Stalions Samantha D. Stell Dorothy Stennis James Stephens Brian Stewart Lee Stewart Merl J. Stewart Aretha D. Stone Carol N. Stone Peter W. Stott Steven A. Straus Rekah T. Strong Kimberly Suriano Ramona Svendgard Henry T. Swigert Connie Szkodyn Vicki A. Tagliafico Dave Tallbut Target Community Relations Target Corporation Rashad Taylor Michelle Tellis Tyler Thayer - Wells Fargo Campaign The Development LTD

Christa Thoeresz Keith Thomajan Jolene V. Thomas David Thompson Roger J. Thompson Latricia Tillman Robin Tompkins Colton Tong Darius Toston John L. and Barbara Trachtenberg Aanen and Sarah Trelstad Cynthia Trelstad Robert R. Trexler Rosemary Trierweiler Jill Truong William Tung Carol Turner Jan Turner - J.T. Designs Pamela Turner Mark Tynan Betsey W. Ullom Azin and Hans van Alebeek Raul Velasquez Velo City Sales, LLC Chabre Vickers Lawrence S. Viehl Karen Vineyard Shantel Waddell Charles H. Walker Debra L. Walker Mark Waller - BridgeWorks Capital Robert S. Walsh - Walsh Construction Blake Wandell Patti Warner Lenzi Warren Robert C. Warren Edward J. Washington Frederick Wearn

Charlie Weaver Lee Weinstein Sylvia Welch Wells Fargo Bank Karyl Whelan Marcus White Thomas and Jill Whittaker Whole Foods Market Fremont Dan Wieden and Priscilla Bernard-Wieden Nick H. Wigen Brett Wilcox Billie Jo Wilde Art Williams Cornelius Williams Dave Williams JaVonne Williams Martha Lanier Williams Sally Williams Julie R. Wilson Gary and Kathryn Withers Ebony Woods Margot Woods Brandon M. Wooters John Worcester Linda J. Wright Ron L. Wyden David and Sharon Wynde Mark Yee Young Presidents' Organization, Inc. Lynne Youngbar Leah Y. Tung Saul Zaik

FOUNDATIONS

Amazon Smile Foundation AT&T Services, Inc. B. P. Lester and Regina John Foundation Bank of America Best Buy Foundation Bonneville Power Administration Duncan and Cindy Campbell Foundation Children's Trust Fund of Oregon Foundation Consolidated Supply Co. Fund of The OCF Donald McGregor Foundation EC Brown Foundation Fred and Patty Hopp Foundation Gray Family Fund of the Oregon Community Foundation Harold and Arlene Schnitzer CARE Foundation Headwaters Foundation Hedinger Family Foundation Holce Family Foundation James F. and Marion L. Miller Foundation JP Morgan Chase Bank Juan Young Trust Keller Foundation Marie Lamfrom Charitable Foundation

Mason Trust McKenzie River Gathering Foundation Meyer Memorial Trust Northwest Area Foundation Northwest Health Foundation Pacific Power Foundation Peter W. Stott Foundation of the OCF Phyllis and Walter Malzahn Charitable Trust Project Access NOW Reser Family Foundation Schwab Charitable Fund Silicon Valley Community Foundation Simple Actions Family Foundation So Hum Foundation Spirit Mountain Community Fund Starbucks Foundation Target Foundation The Bill Healy Foundation The Collins Foundation The Glenn A. Hart Family/OrePac Foundation The Jackson Foundation The Oregon Community Foundation

The Oregon Jewish Community Foundation The Samuel S. Johnson Foundation The Seattle Foundation The TK Foundation The Wheeler Foundation Thrive Foundation For Youth U.S. Fish and Wildlife United Way of the Columbia Willamette University of Oregon Foundation US Bancorp Foundation Vibrant Village Foundation Wells Fargo Community Support Campaign via Dotopia Wells Fargo Foundation William G. Gilmore Foundation

“Blessed are those who can give without remembering and receive without forgetting.”

-- Author Unknown

P R O G R A M

P A RT N E R S

G 20 The Mulflurs

Seams To Fit

Bob & Vanessa

Self Enhancement, Inc. 3920 N. Kerby Ave. Portland, OR 97227 503.249.1721

www.selfenhancement.org