2022-05-16T11:12:51-05:00 2021-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2020-07-01 930757378 OPEN SCHOOL INC OPEN 5034885200 16570 SE OAK SREET PORTLAND OR 97233 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 5034885200 2022-05-11 1 KIMBERLEE PIERCE SHENG 999009999 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2022-05-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIMBERLEE PIERCE SHENG 16570 SE OAK SREET PORTLAND OR 97233 5000345 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 9 9 89 25 0 0 3396593 4971781 0 0 685058 28564 14859 0 4096510 5000345 0 0 0 0 3578701 3392620 0 54000 316070 1340400 1106086 4919101 4552706 -822591 447639 8541573 8309312 1502140 822240 7039433 7487072 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 1779551 STEP UP PROGRAM:DURING THE YEAR ENDED JUNE 30, 2021, 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, AND INDIVIDUAL DONORS.DURING THE 2020-2021 SCHOOL YEAR, STEP UP EXPANDED ITS PROGRAM TO A FOUR-YEAR FOOTPRINT ON ALL THREE CAMPUSES SERVED, AND WORKED WITH 370 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. 1734779 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 2020-2021 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 PROGRAMACHIEVED OUTCOMES OF 85% STUDENT ENGAGEMENT, 50% WORK COMPLETION, AND A 92% GRADUATION RATE. 3514330 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 20 0 89 1 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 5034885200 16570 SE OAK ST PORTLAND OR 97233 MICHELLE CARDENAS SCHOOL PRINCIPAL 40.00 X 112968 0 7442 TERRY JOHNSON EXECUTIVE DIRECTOR (PART-YEAR) 50.00 X 97155 0 3143 MYLEN SHENKER FINANCE DIRECTOR 50.00 X 29406 0 180 YVONNE DECKARD EXECUTIVE DIRECTOR (PART-YEAR) 40.00 X 27000 0 0 STEPHEN GOMEZ PRESIDENT & BOARD MEMBER (PART-YEAR) 4.00 X X 0 0 0 LYN CAMERON PRESIDENT & BOARD MEMBER (PART-YEAR) 2.00 X X 0 0 0 JEAN FLEMING VICE PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 ANNE LIPSITZ SECRETARY & BOARD MEMBER 1.00 X X 0 0 0 JASON CYR TREASURER & BOARD MEMBER 1.00 X X 0 0 0 NAOMI LEVELLE-HASLITT BOARD MEMBER 1.00 X 0 0 0 RACHAEL SPAVINS BOARD MEMBER 1.00 X 0 0 0 JOHN R THOMAS BOARD MEMBER 1.00 X 0 0 0 JOSEPH COTE BOARD MEMBER 1.00 X 0 0 0 DAISY DHILLON BOARD MEMBER 1.00 X 0 0 0 TERRA NEILSON BOARD MEMBER 1.00 X 0 0 0 STEPHANIE FLORA BOARD MEMBER 1.00 X 0 0 0 BETH TARASAWA PH D BOARD MEMBER 1.00 X 0 0 0 AMY RICHARDS BOARD MEMBER 1.00 X 0 0 0 JOI CONVERSE BOARD MEMBER 1.00 X 0 0 0 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR (PART-YEAR) 50.00 X 0 0 0 266529 0 10765 1 0 0 0 0 3554588 1417193 4971781 28564 28564 5000345 0 0 28564 231922 16286 183064 32572 2534927 2253847 128244 152836 77453 64218 8165 5070 282006 236098 27784 18124 266312 218962 29581 17769 53479 53479 24849 24849 54000 54000 83642 52274 29618 1750 120148 85196 23674 11278 43825 43825 139870 106362 33308 200 13559 11609 504 1446 24037 24037 250192 246285 3907 40039 40039 PROGRAM ACTIVITIES 226775 172730 42927 11118 STAFF TRAINING 37049 18623 18420 6 CURRICULUM AND EDUCATIO 32541 24484 6731 1326 MISCELLANEOUS 9991 6916 150 2925 6090 440 5650 4552706 3514330 722306 316070 258 258 1667773 1820536 86736 205157 572530 523339 250000 0 100 34417 7127335 1401730 5964176 5725605 8541573 8309312 312988 217166 1149649 553885 39503 51189 1502140 822240 X 6991186 7278825 48247 208247 7039433 7487072 8541573 8309312 447639 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450000 450000 6252041 997630 5254411 425294 404100 21194 5725605 DEFERRED RENT 51189 51189 X 5000345 0 5000345 0 5000345 4552706 0 4552706 0 4552706 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, 2021 AND 2020, 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 PUBLIC SCHOOL DISTRICTS AND RECEIVED PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS. X X X X X X X 1 KENT SMITH 5112 N BOWDOIN ST PORTLAND OR 97203 GRANT WRITER 0 311000 54000 257000 311000 54000 257000 OR FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR BOARD OFFICERS, THE IMMEDIATE PAST-PRESIDENT, AND AN ADDITIONAL AT-LARGE MEMBER. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THOSE PERIODS WHEN THE BOARD DOES NOT MEET. 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 REVIEWS 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 THE ORGANIZATION PARTICIPATES IN EXTERNAL SALARY SURVEYS, MOST RECENTLY IN 2016, TO OBTAIN COMPARABLILITY DATA FOR ALL POSITIONS BASED ON INDUSTRY TYPE, LOCATION, AND ORGANIZATIONAL BUDGET SIZE. THE SALARY SURVEY DATA IS USED TO SET INTERNAL PAY RANGES BY POSITION FOR ALL POSITIONS. 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 PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.