2019-05-15T13:27:18-05:00 2018-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2017-07-01 930757378 OPEN SCHOOL INC OPEN 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 TERRY JOHNSON EXECUTIVE DIRECTOR 5039781935 2019-05-13 1 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2019-05-13 70.102.39.100 2019-05-13 20:55:39 PD P 4E5E5AC6694788B5941DD5F639573218EF7AB030 8C1C78DD8FC880D0435241EC6ED772A926349A0D 2017 2019-02-21 02:37:17Z TERRY JOHNSON 7633 N WABASH AVENUE PORTLAND OR 97217 4145555 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 17 17 148 94 0 0 5951049 4019279 0 0 3032 3781 2652 241 5956733 4023301 15927 0 0 0 3601529 3679521 6316 0 289892 1586962 1402943 5210734 5082464 745999 -1059163 10317448 8957406 1022674 721795 9294774 8235611 X THE MISSION OF OPEN SCHOOL 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 1329380 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 2017-2018 SCHOOL YEAR, STEP UP SERVED 287 STUDENTS, 213 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (60+ HOURS OF ACADEMIC TUTORING). FOR THE FOURTH YEAR IN A ROW, 100% OF SENIORS ENROLLED IN STEP UP GRADUATED ON TIME, AND 100% OF GRADUATES APPLYING TO POST-SECONDARY PROGRAMS WERE ACCEPTED. FOR THE THIRD YEAR IN A ROW, AT LEAST 90% OF STEP UP STUDENTS EARNED SIX OR MORE CREDITS (24 NEEDED TO GRADUATE), OR GRADUATED ON TIME. 1756017 PROGRAM SERVICE ACCOMPLISHMENT #2OPEN SCHOOL EAST:A 7-12TH GRADE SCHOOL IN PARTNERSHIP WITH CENTENNIAL, GRESHAM-BARLOW, PARKROSE, PORTLAND PUBLIC, REYNOLDS, AND DAVID DOUGLAS SCHOOL DISTRICTS, AND THE UNIVERSITY OF PORTLAND'S SCHOOL OF EDUCATION. 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 ORGANIZATIONPROVIDES 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. STUDENTS FROM THE UNIVERSITY OF PORTLAND EDUCATION DEPARTMENT 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 SIX PARTNER SCHOOL DISTRICTS AS WELL AS PRIVATE FOUNDATION AND INDIVIDUAL GIFTS.DURING THE 2017-2018 SCHOOL YEAR, OPEN SCHOOL EAST (OSE) SERVED 186 STUDENTS, 161 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (45+ DAYS OF ENROLLMENT). 96% OF OSE STUDENTS WERE KNOWN TO BE ENROLLED IN SCHOOL AT YEAR'S END. OSE WILL GROW TO SERVE 270 STUDENTS BY FALL 2019. 685910 OPEN SCHOOL NORTH:ACCREDITED MIDDLE SCHOOL EDUCATION AND ADVOCACY PROGRAM FOR STUDENTS STRUGGLING TO SUCCEED IN THE PUBLIC SCHOOL EDUCATION SYSTEM. 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 PREPARING THEM FOR HIGH SCHOOL 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. THIS PROGRAM IS FUNDED BY A COMBINATION OF CONTRACTS WITH THE PORTLAND PUBLIC SCHOOL DISTRICT, OREGON DEPARTMENT OF EDUCATION, PRIVATE FOUNDATIONS, AND INDIVIDUAL DONORS.DURING THE 2017-2018 SCHOOL YEAR, OPEN SCHOOL NORTH (OSN) SERVED 60 STUDENTS, 55 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (45+ DAYS OF ENROLLMENT). 76% OF OSN STUDENTS MET THE MIMINIMUM EXPECTED GROWTH GAIN IN EITHER MATH OR READING BENCHMARK TESTS. OSN CLOSED ITS DOORS AT THE END OF THE 2017-18 SCHOOL YEAR AND MERGED ITS OPERATIONS WITH OPEN SCHOOL EAST. 363187 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.DURING THE 2017-2018 FISCAL YEAR, 12 AMERICORPS MEMBERS COMPLETED 18,141 SERVICE HOURS. 363187 4134494 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 28 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X TERRY JOHNSON 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 STEPHEN GOMEZ PRESIDENT & BOARD MEMBER 4.00 X X 0 0 0 LYN CAMERON VICE PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 JOHN W HAINES TREASURER & BOARD MEMBER 2.00 X X 0 0 0 TRIPP SOMERVILLE SECRETARY & BOARD MEMBER 2.00 X X 0 0 0 TRACI REANDEAU IMMEDIATE PAST PRES. & BOARD MEMBER 2.00 X X 0 0 0 JEAN FLEMING AT-LARGE BOARD MEMBER 1.00 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 JOSHUA P MONDA 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 JOHN L WATZKE BOARD MEMBER 1.00 X 0 0 0 MEGAN M CARLE 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 CARLA PILUSO BOARD MEMBER 1.00 X 0 0 0 TERRY JOHNSON EXECUTIVE DIRECTOR 50.00 X 34872 0 2490 CAMERON MATHEWS DIRECTOR OF FINANCE & OPERATIONS 50.00 X 66545 0 7006 101417 0 9496 1 0 0 0 0 183325 3351148 484806 18781 4019279 3499 3499 21381 0 21381 21381 21381 53909 53627 282 282 282 24405 183325 68627 -44222 -44222 OTHER REVENUE 900099 23082 23082 23082 4023301 23082 0 -19060 194527 11889 165345 17293 2833016 2467442 196137 169437 78523 65929 7663 4931 281111 243784 20374 16953 292344 240720 33619 18005 21688 21688 127345 105066 19123 3156 121836 96777 6379 18680 186127 160577 16840 8710 71795 32975 36428 2392 29314 29091 223 318439 286286 22499 9654 78371 13264 63956 1151 PROGRAM ACTIVITIES 372861 325618 38661 8582 STAFF TRAINING 44419 36171 6743 1505 CURRICULUM AND EDUCATIO 16996 16996 0 0 MISCELLANEOUS 12938 1709 2400 8829 814 200 614 5082464 4134494 658078 289892 1090 283 1868234 1047900 278492 83517 499236 480621 68776 49712 8475499 1335542 7601620 7139957 0 155416 10317448 8957406 156810 83064 865864 626988 0 11743 1022674 721795 X 8897217 8104345 397557 131266 9294774 8235611 10317448 8957406 -1059163 0 X X 0 1 X 1 0 X 518750 518750 7439664 967080 6472584 442009 299692 142317 75076 68770 6306 7139957 DEFERRED RENT 11743 11743 X 4024141 840 840 4023301 0 4023301 5083304 840 840 5082464 0 5082464 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, 2018 AND 2017, 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 IS DISCUSSED IN ENROLLMENT MEETINGS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED GRANT FUNDING FROM THE CORPORATION FOR NATIONAL AND COMMUITY SERVICE. THE ORGANIZATION HAD CONTRACTUAL PAYMENT RELATIONSHIPS WITH PUBLIC SCHOOL DISTRICTS. GOT GAME EVENT 207730 183325 24405 12210 30925 10635 14857 207730 183325 24405 12210 30925 10635 14857 68627 -44222 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 EXECUTIVE COMMITTEE MEMBERS ARE INCLUDED IN PART VII, SECTION A, IN THE LIST OF OFFICERS AND 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 PROCEDURES. 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. 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.