2021-05-17T16:03:36-05:00 2020-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2019-07-01 930757378 OPEN SCHOOL INC OPEN 5034885200 16570 SE OAK ST PORTLAND OR 97233 KIMBERLEE PIERCE SHENG EXECUTIVE DIRECTOR 5034885200 2021-05-17 1 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2021-05-17 2019 2022-09-23 18:48:47Z KIMBERLEE PIERCE SHENG 16570 SE OAK ST PORTLAND OR 97233 5505675 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 13 13 122 25 0 0 4086359 3396593 0 0 -731 685058 72531 14859 4158159 4096510 0 0 0 0 3333850 3578701 0 0 433007 1197896 1340400 4531746 4919101 -373587 -822591 8857718 8541573 995694 1502140 7862024 7039433 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 1632078 STEP UP PROGRAM:SCHOOL-YEAR TUTORING, MENTORING, LEADERSHIP DEVELOPMENT, ADVOCACY, AND SUMMER PROGRAM SERVICES FOR STUDENTS ENROLLED AT ROOSEVELT HIGH SCHOOL, FRANKLIN HIGH SCHOOL, AND MADISON HIGH SCHOOL 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 2019-2020 SCHOOL YEAR, STEP UP EXPANDED IT'S PROGRAM TO A 4-YEAR FOOTPRINT ON ALL 3 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 TOWARDS THEIR GOALS TO GRADUATE. 2518262 OPEN SCHOOL EAST:A 7-12TH GRADE SCHOOL IN PARTNERSHIP WITH CENTENNIAL, GRESHAM-BARLOW, PARKROSE, PORTLAND PUBLIC, REYNOLDS, AND DAVID DOUGLAS SCHOOL DISTRICTS. THE PROGRAM DEPLOYS STRATEGIES DESIGNED TO ENGAGE AND ACCELERATE OFF-TRACK STUDENTS. 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 2019-2020 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. 0 POST-SECONDARY READINESS CORPS:AN AMERICORPS PARTNERSHIP WITH OREGON VOLUNTEERS BEGINNING IN 2013 WHICH SEEKS TO IMPROVE THE PERSISTENCE AND COMPLETION OF POST-SECONDARY EDUCATION BY STUDENTS FROM DIVERSE RACIAL, ETHNIC, AND SOCIO-ECONOMIC COMMUNITIES. THE TEAM OF AMERICORPS MEMBERS PROVIDES DIRECT SERVICE TO UNDER-SERVED YOUTH TO IMPROVE ACADEMIC ACHIEVEMENT THROUGH TUTORING, MENTORING, EXTENDED SCHOOL DAY ACTIVITIES, PARENT INVOLVEMENT PROGRAMS, EVENT COORDINATION, AND VOLUNTEER GENERATION. THE PROGRAM PROVIDES BOTH A SERVICE OPPORTUNITY FOR AMERICORPS MEMBERS AND A CRITICAL SERVICE TO THE COMMUNITIES THEY SERVE. 0 4150340 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 0 0 1 20 0 1 122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X KIMBERLEE PIERCE SHENG 5034885200 16570 SE OAK ST PORTLAND OR 97233 STEPHEN GOMEZ PRESIDENT & BOARD MEMBER 4.00 X X 0 0 0 JEAN FLEMING VICE PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 LYN CAMERON SECRETARY & BOARD MEMBER 2.00 X X 0 0 0 JASON CYR TREASURER & BOARD MEMBER 1.00 X X 0 0 0 HOLLEY FRANKLIN BOARD MEMBER 1.00 X 0 0 0 MARTHA KOERNER BOARD MEMBER 1.00 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 ANNE LIPSITZ BOARD MEMBER 1.00 X 0 0 0 BETH TARASAWA PH D BOARD MEMBER 1.00 X 0 0 0 TERRY JOHNSON EXECUTIVE DIRECTOR 50.00 X 126676 0 15596 CAMERON MATHEWS DIRECTOR OF FINANCE AND OPERATIONS 50.00 X 70987 0 10120 197663 0 25716 1 0 0 0 0 171413 2718781 506399 3396593 1383 1383 2092840 1409165 683675 683675 683675 10500 171413 0 10500 10500 MISCELLANEOUS REVENUE 900099 4359 4359 4359 4096510 4359 0 695558 183051 16440 142698 23913 2725807 2451075 85453 189279 69906 62154 2844 4908 331654 295141 13253 23260 268283 228929 19794 19560 21135 21135 156146 143341 12805 223321 180665 13877 28779 112838 57121 17200 38517 34685 33303 1382 40847 39083 1764 253549 215486 10000 28063 88766 72617 8500 7649 PROGRAM ACTIVITIES 313900 294852 1000 18048 MISCELLANEOUS 48621 19856 28765 STAFF TRAINING 25333 24695 638 CURRICULUM AND EDUCATIO 14568 14563 5 6691 1019 5672 4919101 4150340 335754 433007 155 258 420867 1667773 146789 86736 968872 572530 0 250000 20563 100 7147902 1183726 6288175 5964176 1012297 0 8857718 8541573 58822 312988 605010 1149649 331862 39503 995694 1502140 X 7659682 6991186 202342 48247 7862024 7039433 8857718 8541573 -822591 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450000 450000 6252041 789229 5462812 416691 365327 51364 29170 29170 0 5964176 DEFERRED RENT 39503 39503 X 4099123 2613 2613 4096510 0 4096510 4921714 2613 2613 4919101 0 4919101 PART X, LINE 2: PART X, LINE 2, FIN 48(ASC 740) FOOTNOTE: 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 COMBINED 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, 2020 AND 2019, 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 ORGANIZATION RECEIVED GRANT FUNDING FROM THE CORPORATION FOR NATIONAL AND COMMUITY SERVICE. THE ORGANIZATION HAD CONTRACTUAL PAYMENT RELATIONSHIPS WITH PUBLIC SCHOOL DISTRICTS. GOT GAME 181913 171413 10500 0 0 0 0 0 0 181913 171413 10500 10500 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD HAS BEEN DELEGATED THE AUTHORITY TO APPROVE RESOLUTIONS ON BEHALF OF THE ENTIRE BOARD OF DIRECTORS, AS NEEDED BETWEEN BI-MONTHLY BOARD MEETINGS FOR ANY AND ALL MATTERS PERTAINING TO ORGANIZATIONAL GOVERNANCE AND FINANCE. ALL MEETING MINUTES ARE FORMALLY APPROVED BY THE BOARD OF DIRECTORS AT EACH BI-MONTHLY FULL BOARD MEETING. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR BOARD OFFICERS, THE IMMEDIATE PAST-PRESIDENT, AND AN ADDITIONAL AT-LARGE MEMBER. THE LIST OF EXECUTIVE COMMITTEE MEMBERS IS INCLUDED IN SCHEDULE OF THE BOARD OF DIRECTORS. 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 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. 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.