2023-05-10T13:35:32-05:00 2022-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2021-07-01 930757378 OPEN SCHOOL INC OPEN 5034885200 16570 SE OAK ST PORTLAND OR 97233 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 5034885200 2023-05-05 1 KIMBERLEE PIERCE SHENG 999009999 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KIMBERLEE PIERCE SHENG 16570 SE OAK ST PORTLAND OR 97233 4946972 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 9 9 106 30 0 0 4971781 4944613 0 0 28564 2359 0 0 5000345 4946972 0 0 0 0 3392620 3184234 54000 49500 275330 1106086 1146863 4552706 4380597 447639 566375 8309312 8738321 822240 684874 7487072 8053447 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 1724968 STEP UP PROGRAM:DURING THE YEAR ENDED JUNE 30, 2022, 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 ARE IDENTIFIED 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, ANDINDIVIDUAL DONORS.DURING THE 2021-2022 SCHOOL YEAR, STEP UP EXPANDED ITS PROGRAM TO A FOUR-YEAR FOOTPRINT ON ALL THREE CAMPUSES SERVED, AND WORKED WITH 396 STUDENTS. TARGETED STUDENT OUTCOMES FOR STEP UP ARE 90% OF STUDENTS ON TRACK FOR ON-TIME GRADUATION AND A 90% GRADUATION RATE. THOUGH COVID PRESENTED CHALLENGES, THE PROGRAM IS FINDING WAYS TO KEEP STUDENTS ENGAGED IN SCHOOL AND WORKING TOWARD THEIR GOALS TO GRADUATE. 1754829 OPEN SCHOOL EAST:IN PARTNERSHIP WITH CENTENNIAL, GRESHAM-BARLOW, PARKROSE, PORTLAND PUBLIC, REYNOLDS, AND DAVID DOUGLAS SCHOOL DISTRICTS, THE OPEN SCHOOL EAST PROGRAM 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. THE PROGRAM IS SUPPORTED BY THE SIX PARTNER SCHOOL DISTRICTS AS WELL AS PRIVATE FOUNDATION AND INDIVIDUAL GIFTS. DURING THE 2021-2022 SCHOOL YEAR, OPEN SCHOOL EAST SERVED OVER 125 STUDENTS AND ALSO ENGAGED STUDENTS THROUGH A DISTANCE LEARNING MODEL FOR PART OF THE SCHOOL YEAR DUE TO COVID CHALLENGES. THE PROGRAM ACHIEVED OUTCOMES OF 85% STUDENT ENGAGEMENT, 50% WORK COMPLETION, AND A 92% GRADUATION RATE. 3479797 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 5035160765 16570 SE OAK ST PORTLAND OR 97233 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 50.00 X 116374 0 7129 MYLEN SHENKER FINANCE DIRECTOR 50.00 X 85267 0 2238 YVONNE DECKARD EXECUTIVE DIRECTOR (PART-YEAR) 40.00 X 74000 0 0 LYN CAMERON PRESIDENT & BOARD MEMBER (PART-YEAR) 2.00 X X 0 0 0 ANNE LIPSITZ CO-PRES. (PART-YR), SEC., BOARD MBR. 1.00 X X 0 0 0 TERRA NEILSON CO-PRESIDENT (PART-YR) & BOARD MBR. 1.00 X X 0 0 0 JEAN FLEMING VICE PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 JASON CYR TREASURER & BOARD MEMBER 1.00 X X 0 0 0 ERIN BURRIS BOARD MEMBER 2.00 X 0 0 0 JOI CONVERSE BOARD MEMBER 1.00 X 0 0 0 DAISY DHILLON BOARD MEMBER 1.00 X 0 0 0 STEPHANIE FLORA BOARD MEMBER 1.00 X 0 0 0 TAMI MAJER BOARD MEMBER 1.00 X 0 0 0 AMY RICHARDS BOARD MEMBER 1.00 X 0 0 0 RACHAEL SPAVINS BOARD MEMBER 1.00 X 0 0 0 BETH TARASAWA PH D BOARD MEMBER 1.00 X 0 0 0 275641 0 9367 1 0 0 0 0 3803995 1140618 4944613 2359 2359 4946972 0 0 2359 263581 17379 211444 34758 2322756 2147391 55165 120200 61884 53307 4761 3816 284246 238077 29127 17042 251767 210873 25799 15095 50884 50884 26433 26433 49500 49500 34996 18359 16637 160954 123060 30626 7268 54500 54500 164794 159938 4856 13200 12555 79 566 21193 21193 224323 219583 4740 47853 47853 PROGRAM ACTIVITIES 299959 242344 52600 5015 STAFF TRAINING 21985 21567 332 86 CURRICULUM/EDUCATIONAL 15280 15264 16 COMMUNITY RELATIONS 5447 100 5347 5062 5062 4380597 3479797 625470 275330 258 258 1820536 2440736 205157 205725 523339 560642 34417 22663 7131329 1623032 5725605 5508297 8309312 8738321 217166 111650 553885 524977 51189 48247 822240 684874 X 7278825 7774915 208247 278532 7487072 8053447 8309312 8738321 566375 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450000 450000 6256036 1206131 5049905 425293 416901 8392 5508297 DEFERRED RENT 48247 48247 X 4946972 0 4946972 0 4946972 4380597 0 4380597 0 4380597 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED NOT-FOR-PROFIT STATUS IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. TO THE EXTENT THAT THE ORGANIZATION WAS ASSESSED INTEREST OR PENALTIES ASSOCIATED WITH INCOME TAX POSITIONS, SUCH EXPENSE WOULD BE RECOGNIZED AS INTEREST EXPENSE. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS. 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 HAD CONTRACTUAL PAYMENT RELATIONSHIPS WITH PORTLAND CHILDREN'S LEVY, OREGON DEPARTMENT OF EDUCATION, AND THE OREGON HEALTH DEPARTMENT AND RECEIVED FEDERAL EMPLOYEE RETENTION CREDITS. X X X X X X 1 KENT SMITH 5112 N BOWDOIN ST PORTLAND OR 97203 GRANT WRITING 0 940277 49500 890777 940277 49500 890777 OR FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS AUTHORIZED TO APPROVE RESOLUTIONS ON BEHALF OF THE BOARD OF DIRECTORS, AS NEEDED BETWEEN BI-MONTHLY BOARD MEETINGS FOR ANY AND ALL MATTERS PERTAINING TO ORGANIZATIONAL GOVERNANCE AND FINANCE. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR BOARD OFFICERS, THE IMMEDIATE PAST-PRESIDENT, AND AN ADDITIONAL AT-LARGE MEMBER. 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 PROCEDURE. 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. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT.