2017-04-11T17:03:41-05:00 2016-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2015-07-01 930757378 OPEN SCHOOL INC OPEN 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 ANDREW MASON EXECUTIVE DIRECTOR 5039781935 2017-03-24 1 ROY ABRAMOWITZ P01329049 5032210336 2017-03-24 2015 2021-01-29 14:40:06Z ANDREW MASON 7633 N WABASH AVENUE PORTLAND OR 97217 5809187 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION OF OPEN SCHOOL IS TO DEVELOP CONNECTION, CAPABILITY, & CONFIDENCE IN DISCONNECTED YOUTH. 14 14 133 153 0 0 6275421 5298672 0 0 1408678 286294 168959 -42422 7853058 5542544 16955 24283 0 0 3352111 3184609 0 0 351539 869598 932378 4238664 4141270 3614394 1401274 7494999 9806485 347498 1257710 7147501 8548775 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 1390964 559 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 GRADUATION. 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 2015-2016 SCHOOL YEAR, STEP UP SERVED 327 STUDENTS. 100% OF GRADUATING STUDENTS GRADUATED ON TIME AND WERE ACCEPTED INTO POST-SECONDARY PROGRAMS. 91% OF CURRENT STUDENTS IN THE STEP UP PROGRAM WERE ON TRACK TO GRADUATE HIGH SCHOOL - ON TIME AND READY FOR POST-SECONDARY SUCCESS. THIS IS THE HIGHEST PROGRAM SUCCESS RATE AT ROOSEVELT, MADISON, AND FRANKLIN HIGH SCHOOLS IN TEN YEARS. 834319 1251 OPEN 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 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. STUDENTS FROM THE UNIVERSITY OF PORTLAND EDUCATION DEPARTMENT AND 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.DURING THE 2015-2016 SCHOOL YEARS, OPEN SCHOOL EAST SERVED 110 STUDENTS AND ACHIEVED A 100% PROMOTION RATE FROM 8TH TO 9TH GRADE. ON AVERAGE, STUDENTS GAINED ONE GRADE LEVEL IN BOTH MATH AND READING. AT THE END OF THE YEAR, A STATE OF THE ART NEW SCHOOL BUILDING WAS NEARLY COMPLETE IN EAST MULTNOMAH COUNTY, WHERE MORE STUDENTS WILL ENROLL EARLY AND GET WHAT THEY NEED TO GRADUATE AND GET AHEAD. OPEN SCHOOL EAST WILL GROW TO SERVE 270 STUDENTS BY FALL 2019. 688593 50 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 2015-2016 SCHOOL YEAR, OPEN SCHOOL NORTH SERVED 64 STUDENTS AND ACHIEVED A 97% PROMOTION RATE FROM 8TH TO 9TH GRADE. ON AVERAGE, STUDENTS GAINED ONE GRADE LEVEL IN BOTH MATH AND READING. FOUR ARTISTS IN RESIDENCE HELPED KEEP CLASSES RELEVANT AND ENGAGING AT OPEN SCHOOL NORTH. MIDDLE SCHOOL STUDENTS COLLABORATED WITH INTERNATIONALLY RENOWNED ARTIST INSA TO CREATE A GIF-ITI MURAL, LEARNED THE NEON FABRICATION PROCESS WITH PERRY PFISTER, PAINTED A SPIRIT ANIMAL MURAL WITH BABAWAGUE DIAKITE, AND WROTE AND RECORDED A SONG CALLED "BELIEVE" WITH MUSICIAN BIBI MCGILL. 394759 22423 EQUITY CERTIFICATE:A PROGRAM FOR EDUCATORS WHO ARE COMMITTED TO CREATING EQUITABLE AND INCLUSIVE SCHOOL ENVIRONMENTS, ESPECIALLY FOR THEIR STUDENTS AND FAMILIES OF COLOR. THE ORGANIZATION CREATES A LEARNING COMMUNITY WHERE TEACHERS, COUNSELORS, AND ADMINISTRATORS DEEPEN THEIR RESOLVE, CONSCIOUSNESS, AND SKILLS TO LEAD COLLECTIVELY FOR EQUITY IN AND OUT OF THE CLASSROOM. IN AN INNOVATIVE PARTNERSHIP WITH THE UNIVERSITY OF PORTLAND'S SCHOOL OF EDUCATION, MULTIPLE SCHOOL DISTRICTS, AND COMMUNITY EQUITY LEADERS, THE ORGANIZATION ENROLLS EDUCATORS IN A YEAR-LONG GRADUATE LEVEL COHORT-BASED PROGRAM.DURING THE 2015-2016 FISCAL YEAR, THE EQUITY CERTIFICATE PROGRAM SERVED 40 EDUCATORS.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 IS BOTH A SERVICE OPPORTUNITY FOR AMERICORPS MEMBERS AND PROVIDES A CRITICAL SERVICE TO THE COMMUNITIES THEY SERVE.DURING THE 2015-2016 FISCAL YEAR, 11 AMERICORPS MEMBERS COMPLETED 17,226 SERVICE HOURS. 394759 22423 3308635 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 133 1 0 0 0 0 1 1 1 1 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ANDREW MASON 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 STEPHEN GOMEZ PRESIDENT 4.00 X X 0 0 0 LYN CAMERON VICE PRESIDENT 2.00 X X 0 0 0 JOHN W HAINES TREASURER 2.00 X X 0 0 0 TRIPP SOMERVILLE SECRETARY 2.00 X X 0 0 0 TRACI REANDEAU IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 HOLLEY FRANKLIN BOARD MEMBER 1.00 X 0 0 0 KENNETH R JOHNSON 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 KAREN WHITMAN BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 50.00 X 102987 0 19392 ILENE MOSS FINANCE DIRECTOR 50.00 X 72726 0 16632 175713 0 36024 1 0 0 0 P&C CONSTRUCTION 2133 NW YORK STREET PORTLAND OR 97210 CONSTRUCTION SERVICES 325714 HOLST ARCHITECTURE PC 110 SE 8TH AVE PORTLAND OR 97214 ARCHITECTURAL DESIGN AND CONSULTING 229117 OHI CONSTRUCTION 17255 SW PILKINGTON ROAD LAKE OSWEGO OR 97035 CONSTRUCTION SERVICES 136189 3 108062 3212916 1977694 34497 5298672 4354 4354 33586 455376 33586 173436 0 281940 281940 281940 108150 108062 59621 48529 48529 CONSULTING REVENUE 900099 23875 23875 MISCELLANEOUS REVENUE 900099 2944 2944 CASUALTY LOSS, NET OF 900099 -117770 -117770 -90951 5542544 26819 0 217053 24283 24283 197628 8123 155851 33654 2425440 2140700 105343 179397 78806 49869 18275 10662 233182 177441 26563 29178 249553 208499 23006 18048 23001 23001 113290 62756 38846 11688 109323 95647 5392 8284 13030 5514 7516 100566 85826 7787 6953 32901 27533 2951 2417 30 27 3 75113 54083 10937 10093 51456 16634 29728 5094 PROGRAM ACTIVITIES 257862 224662 23800 9400 CURRICULUM AND EDUCATIO 96275 96275 STAFF TRAINING 37092 34264 2056 772 COMMUNITY RELATIONS 20407 2040 546 17821 2032 1473 559 4141270 3308635 481096 351539 1090 1090 3845528 2079945 1254342 1094462 713149 436679 55215 63252 7076722 1004801 1613145 6071921 12530 0 0 59136 7494999 9806485 317498 530710 30000 0 0 727000 347498 1257710 X 5550453 7204794 1597048 1343981 7147501 8548775 7494999 9806485 1401274 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 600350 600350 6138184 747502 5390682 263112 196861 66251 75076 60438 14638 6071921 X 5551596 9052 9052 5542544 0 5542544 4150322 9052 9052 4141270 0 4141270 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, 2016 AND 2015, 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. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEDERAL GRANTS FROM THE US DEPARTMENT OF EDUCATION, US DEPARTMENT OF LABOR, US DEPARTMENT OF AGRICULTURE, MULTIPLE FEDERAL, AND OTHER STATE AGENCIES. X X X X X X 1 HANADA WRITES LLC 11732 SW 28TH PL PORTLAND OR 97219 GRANT CONSULTING 0 0 21850 -21850 STUMPTOWN DEVELOPMENT LLC PO BOX 68836 OAK GROVE OR 97268 INTERIM DEVELOPMENT DIRECTOR 0 0 5760 -5760 27610 -27610 OR GOT GAME EVENT 216212 108062 108150 0 4237 18039 25356 9800 2189 216212 108062 108150 4237 18039 25356 9800 2189 59621 48529 1 FEES/REGISTRATION/TOOLS, ETC. 10 312 PURCHASE PRICE PAID DMV FEES, TESTING FEES, REGISTRATIONS, ETC. TRANSPORTATION/BUS PASSES 25 1227 PURCHASE PRICE PAID PUBLIC TRANSPORTATION: BUS PASSES & TICKETS CHILDCARE ASSISTANCE 1 128 PURCHASE PRICE PAID CHILD CARE SERVICES CLOTHING 3 78 PURCHASE PRICE PAID CLOTHING FOR INTERVIEWS, INTERNSHIPS, ETC. TUITION/BOOKS 5 22343 PURCHASE PRICE PAID TUITION FEES, BOOKS RENT/UTILITIES/MEDICAL/DENTAL 1 194 PURCHASE PRICE PAID RENT OR UTILITIY ASSISTANCE PART I, LINE 2: GRANTS OF ASSISTANCE FOR TUITION, BOOKS, BUS PASSES, RENT/UTILITY ASSISTANCE ARE AWARDED IN A COORDINATED EFFORT SUPERVISED BY PROGRAM STAFF. EACH PARTICIPANT HAS PLANS AROUND WHICH GRANTS OF ASSISTANCE ARE MADE, OR THERE MAY BE A SPECIFIC REQUEST MADE BY A PROGRAM COORDINATOR FOR A PARTICIPANT TO PROGRAM DIRECTORS. GRANTS ARE DETERMINED BY PROGRAM STAFF, REVIEWED AND APPROVED BY A PROGRAM DIRECTOR, LOGGED IN MEETING MINUTES AND FINANCIAL FILES. EXPENSES ARE PAID TO A THIRD PARTY WITH PROOF OF A RECEIPT OR INVOICE, UNLESS THE PAYMENT IS A DIRECT PAYMENT AS A FIXED STIPEND AMOUNT. TRACKING REPORTS TO GRANTING AGENCIES ARE MADE PER THEIR GUIDELINES. X 2180 FMV X 3 21079 FMV X FOOD 14 6092 FMV X EVENT TICKETS 2 4501 FMV X OTHER 1 395 FMV X ART SUPPLIES 1 250 FMV 0 1 0 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 QUARTERLY 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 QUARTERLY 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 IDENTIFIED IN THE SCHEDULE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 ALL MEMBERS OF THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE WILL REVIEW 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 BOARD EXECUTIVE COMMITTEE ANNUALLY COMPARES THE COMPENSATION INFORMATION FOR EXECUTIVE DIRECTORS AT COMPARABLE ORGANIZATIONS AND CROSS-REFERENCES IT USING A LOCAL NON-PROFIT SALARY SURVEY AND INFORMATION AVAILABLE THROUGH 990 FILINGS ONLINE. COMPENSATION INCREASES ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE BOARD PRESIDENT REVIEWS AND APPROVS THE TOP 4 KEY EMPLOYEE PAY RANGES USING CONTEMPORANEOUS SUBSTANTIATION DATA OBTAINED BY REGIONAL SURVEY OF PAY RATES IN LOCAL/NATIONAL SALARY SURVEY-- MOST RECENT UPDATE COMPLETED IN 2015. OFFICER SALARY RANGES WERE UPDATED IN 2015 USING COMPARABLE PUBLIC AND NON-PROFIT PEER AGENCIES. SALARY RANGES WERE APPROVED BY THE EXECUTIVE COMMITTEE AND ANNUAL SALARY INCREASE BUDGETS HAVE BEEN REVIEWED BY THE BOARD FINANCE AND EXECUTIVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15B: INCLUDED BOARD PRESIDENT REVIEW AND APPROVAL OF TOP 4 KEY EMPLOYEES, USING CONTEMPORANEOUS SUBSTANTIATION DATA OBTAINED BY REGIONAL SURVEY OF PAY RATES IN LOCAL/NATIONAL SALARY SURVEY - MOST RECENT UPDATE COMPLETED 2H 2013. OFFICER SALARY TABLES WERE DEVELOPED IN 2005, AND UPDATED IN 2H 2013 USING COMPARABLE PUBLIC AND NON-PROFIT PEER AGENCIES, RANGES WERE INFLATED BY PORTLAND CPI THRU 2011. SALARY TABLE WAS APPROVED BY THE EXECUTIVE COMMITTEE AND ANNUAL SALARY INCREASE BUDGETS HAVE BEEN REVIEWED BY THE BOARD FINANCE AND EXECUTIVE COMMITTEES. EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD. THESE HAVE NOW BEEN REVISED AS OF AUGUST 2013 BASED ON A 2013 REGIONAL SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 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.