2024-02-21T14:29:38-06:00 2023-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-07-01 930757378 OPEN SCHOOL INC OPEN 5034885200 16570 SE OAK STREET PORTLAND OR 97233 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 5034885200 2024-02-05 1 KIMBERLEE PIERCE SHENG 999009999 0 BEN WYCKOFF P01688063 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLEE PIERCE SHENG 16570 SE OAK STREET PORTLAND OR 97233 4188075 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 10 10 86 30 0 0 4944613 1612383 0 2500237 2359 39299 0 10401 4946972 4162320 0 0 0 0 3184234 3383722 49500 64425 366503 1146863 1421577 4380597 4869724 566375 -707404 8738321 8454557 684874 1192891 8053447 7261666 X THE MISSION OF OPEN SCHOOL, INC. IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESULT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 0 0 1887677 1715363 STEP UP PROGRAM:DURING THE YEAR ENDED JUNE 30, 2023, THE STEP UP PROGRAM CONTINUED TO PROVIDE SCHOOL-YEAR TUTORING, MENTORING, LEADERSHIP DEVELOPMENT, ADVOCACY, AND SUMMER PROGRAM SERVICES FOR STUDENTS ENROLLED AT ROOSEVELT, FRANKLIN, AND LEODIS V. MCDANIEL HIGH SCHOOLS WHO AREIDENTIFIED AS NEEDING ACADEMIC AND SOCIAL SUPPORT TO SUCCEED IN THEIR PUBLIC HIGH SCHOOL. THE PROGRAM FOCUSES ON INTENSIVE ENGAGEMENT WITH INCOMING 9TH GRADERS, WITH CONTINUED SUPPORT THROUGH HIGH SCHOOL. STEP UP ENGAGES STUDENTS IN THE SUMMER PRIOR TO 9TH GRADE AND FOCUSES ON FULL, TIMELY CREDIT ATTAINMENT AND ACTIVE STUDENT ENGAGEMENT IN SCHOOL TO KEEP STUDENTS ON TRACK TO GRADUATE. THIS PROGRAM IS FUNDED BY A COMBINATION OF GRANTS AND CONTRACTS WITH PORTLAND PUBLIC SCHOOL DISTRICT, THE PORTLAND CHILDREN'S LEVY, PRIVATE FOUNDATIONS, AND INDIVIUDAL DONORS. 1847708 784874 OPEN SCHOOL EAST:THE OPEN SCHOOL EAST PROGRAM, IN PARTNERSHIP WITH CENTENNIAL, GRESHAM-BARLOW, PARKROSE, PORTLAND PUBLIC, REYNOLDS, AND DAVID DOUGLAS SCHOOL DISTRICTS, CONTINUED TO DEPLOY STRATEGIES DESIGNED TO ENGAGE AND ACCELERATE OFF-TRACK STUDENTS IN GRADES 9 THROUGH 12. USING EARLY-WARNING INDICATORS TO IDENTIFY YOUNG, MARGINALIZED STUDENTS AT RISK OF DROPPING OUT, THE ORGANIZATION PROVIDES STUDENTS WITH CULTURALLY INCLUSIVE, RELATIONSHIP-BASED, EXTENDED-DAY AND -YEAR SCHOOL PROGRAMMING WHICH FOCUSES ON ENGAGEMENT AND SKILL-ACCELERATION TO PREPARE THEM FOR POST-SECONDARY SUCCESS. STRATEGIES INCLUDE ACTIVE RECRUITMENT OF STUDENTS, SUMMER SOCIAL-EMOTIONAL LEADERSHIP ACADEMY, RESTORATIVE ACCOUNTABILITY, INTENSIVE FAMILY ENGAGEMENT, AND PREPARATION, EMPHASIZING CULTURAL IDENTITY, ESSENTIAL SKILLS, SOCIAL JUSTICE, AND THE ARTS. STAFF FROM PARTNER DISTRICTS ARE PROVIDED PROFESSIONAL DEVELOPMENT IN BEST PRACTICES FOR ENGAGING MARGINALIZED STUDENTS, WHILE ASSISTING IN TEACHING STUDENTS AT THE SCHOOL. THE PROGRAM IS SUPPORTED BY THE FIVE PARTNER SCHOOL DISTRICTS AS WELL AS PRIVATE FOUNDATION AND INDIVIDUAL GIFTS. 3735385 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 86 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X MYLEN SHENKER 5034885200 16570 SE OAK ST PORTLAND OR 97233 LYN CAMERON BOARD PRESIDENT (FORMER) 2.00 X X 0 0 0 ANNE LIPSITZ BOARD SECRETARY 2.00 X X 0 0 0 TERRA NEILSON BOARD PRESIDENT 2.00 X X 0 0 0 ERIN BURRIS BOARD MEMBER 1.00 X 0 0 0 JOI CONVERSE BOARD MEMBER 1.00 X 0 0 0 DAISY DHILLON D O BOARD MEMBER 1.00 X 0 0 0 STEPHANIE FLORA BOARD TREASURER 1.00 X X 0 0 0 TAMI MAJER BOARD MEMBER 1.00 X 0 0 0 AMY RICHARDS BOARD MEMBER 2.00 X 0 0 0 RACHAEL SPAVINS BOARD MEMBER (FORMER) 1.00 X 0 0 0 BETH TARASAWA PH D BOARD MEMBER (FORMER) 1.00 X 0 0 0 MICHAEL SMIRA BOARD MEMBER 2.00 X 0 0 0 CHRISTINE M PITTS PH D BOARD MEMBER 1.00 X 0 0 0 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 50.00 X 143623 0 19761 MYLEN SHENKER FINANCE DIRECTOR 50.00 X 91649 0 4001 NAWWAL MOUSTAFA ASSOCIATE PRINCIPAL 40.00 X 111139 0 8027 346411 0 31789 2 0 1 0 0 34672 739931 837780 1612383 SCHOOL DISTRICT CONTRA 611110 2500237 2500237 2500237 39299 39299 28938 34672 25755 3183 3183 OTHER INCOME 900099 7218 7218 7218 4162320 2500237 0 49700 259445 200196 38696 20553 2447938 1888910 365105 193923 82087 63341 12243 6503 295274 227844 44039 23391 298978 230701 44592 23685 75707 72640 3067 82265 82265 29570 29570 64425 64425 5237 5237 152623 130447 10576 11600 265857 251059 14798 10149 9501 330 318 26139 26139 213055 208191 4864 66786 53428 10018 3340 PROGRAM ACTIVITIES AND 367537 332232 20527 14778 STAFF TRAINING AND DEVE 92639 89602 3037 CURRICULUM/EDUCATIONAL 19955 19955 MISCELLANEOUS 13051 3752 9299 1007 87 920 4869724 3735385 767836 366503 258 258 2440736 1538467 205725 470425 560642 624074 22663 51029 7150843 1836087 5508297 5314756 0 455548 8738321 8454557 111650 184982 524977 497996 48247 509913 684874 1192891 X 7774915 6871604 278532 390062 8053447 7261666 8738321 8454557 -707404 -84377 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450000 450000 6271419 1412496 4858923 429424 423591 5833 5314756 OPERATING LEASE RIGHT-OF-USE ASSETS 455548 455548 OPERATING LEASE LIABILITIES 509913 509913 X 4162320 0 4162320 0 4162320 4869724 0 4869724 0 4869724 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED DURING THE SUMMER IN THE COMMUNITY NEWSPAPER AND IN INFORMATIONAL PAMPHLETS AT COMMUNITY OPEN HOUSE EVENTS. THE POLICY IS ALSO SHARED WITH ALL DISTRICT PARTNERS WHO REFER STUDENTS AND DISCUSSED IN ENROLLMENT MEETINGS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION GRANT ASSISTANCE FROM PORTLAND CHILDREN'S LEVY AND OREGON DEPARTMENT OF EDUCATION. X X X X X X 1 KENT SMITH 5112 N BOWDOIN ST PORTLAND OR 97203 GRANT WRITING 0 680293 48425 631868 680293 48425 631868 CHANGE THE GAME 2023 63610 34672 28938 15075 10680 63610 34672 28938 15075 10680 25755 3183 X X X X 0 0 0 0 0 0 0 0 0 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 143623 0 0 0 0 0 0 0 19761 0 163384 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE COVERED BY THE POLICY. ALL NEW BOARD MEMBERS AND EMPLOYEES SPECIFICALLY REVIEW THE CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION, AND SIGN A DOCUMENT OUTLINING THE POLICY AND PROCEDURES. EACH YEAR, THE BOARD OF DIRECTORS REVIEW THE POLICY TO IDENTIFY ANY CONFLICTS THAT MAY EXIST. ENFORCEMENT IS PROVIDED BY 1) VOLUNTARY DISCLOSURE, OR 2) REPORTING BY ANOTHER EMPLOYEE OR MEMBER OF THE PUBLIC. POTENTIAL CONFLICTS ARE REVIEWED PER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 DESIGNATED BOARD MEMBERS PERFORM A MARKET STUDY OF COMPENSATION OF SIMILAR POSITIONS IN THE LOCAL AND NATIONAL MARKET, MOST RECENTLY IN 2022, TO OBTAIN COMPARABLILITY DATA FOR ALL POSITIONS BASED ON INDUSTRY TYPE, LOCATION, AND ORGANIZATIONAL BUDGET SIZE. THE MARKET STUDY DATA IS USED TO SET INTERNAL PAY RANGES BY POSITION. MARKET SALARIES ARE REVIEWED ANNUALLY. THROUGH THE BUDGET REVIEW AND APPROVAL PROCESS, THE BOARD APPROVES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.