2013-12-06T15:24:20-06:00 2013-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2012-07-01 930757378 OPEN MEADOW ALTERNATIVE SCHOOLS INC OPEN 5039781935 7621 N WABASH PORTLAND OR 97217 ANDREW MASON 5039781935 2013-11-27 1 ROY ABRAMOWITZ P01329049 5032210336 2012 2015-11-30 17:44:51Z ANDREW MASON 7621 N WABASH PORTLAND OR 97217 3974729 0 X WWW.OPENMEADOW.ORG X 1971 OR THE MISSION OF OPEN MEADOW IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESULT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 17 17 128 246 0 0 4445625 3838984 0 0 11379 5127 74150 94596 4531154 3938707 48728 30526 0 0 3473548 3284211 0 0 228228 903497 844985 4425773 4159722 105381 -221015 4087825 3842892 185975 162057 3901850 3680835 X THE MISSION OF OPEN MEADOW 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 1671011 11585 ALTERNATIVE EDUCATION MIDDLE AND HIGH SCHOOL PROGRAMS: OPEN MEADOW ALTERNATIVE SCHOOLS PROVIDES ACCREDITED MIDDLE SCHOOL AND HIGH SCHOOL EDUCATION AND COUNSELING PROVIDING SUPPORT, CONNECTION, AND ADVOCACY FOR STUDENTS EXPERIENCING DIFFICULTY IN THE PUBLIC SCHOOL EDUCATION SYSTEM. WE PROVIDE ACADEMIC AND SOCIAL PREPARATION LEADING TO A SUCCESSFUL SCHOOL EXPERIENCE, COMPLETION OF MIDDLE SCHOOL, AND ATTAINMENT OF A HIGH SCHOOL DIPLOMA. STUDENTS ARE PROVIDED TRANSITION TRAINING AND SUPPORT FOR POST-SECONDARY PREPARATION LEADING TO COLLEGE, INTERNSHIPS, AND ACCOMPLISHMENT IN THEIR CAREER FOCUS AREAS. THE HEART OF OPEN MEADOW SCHOOL-BASED PROGRAMS LIES IN DEVELOPING A POSITIVE SELF-CONCEPT, AND RESPECTFUL RELATIONSHIPS WITH OTHERS. BY EMPHASIZING PERSONAL RESPONSIBILITY, ACCOUNTABILITY, SERVICE TO THE COMMUNITY, AND DECISION-MAKING SKILLS, STUDENTS EXPERIENCE PERSONAL AND ACADEMIC SUCCESS, DEVELOP A SENSE OF PURPOSE AND A CONNECTION TO EDUCATION. FROM THE START, WE ENGAGE IN PARTNERSHIP WITH PARENTS AND FAMILIES TO SUPPORT OUR STUDENTS. THIS PROGRAM SERVED OVER 245 STUDENTS IN 2012-13. 1457025 3916 STEP UP PROGRAMFORTY PERCENT OF THE STUDENTS DROPPING OUT OF HIGH SCHOOL LEAVE DURING THEIR FRESHMAN YEAR. STEP UP TARGETS STUDENTS FALLING FARTHEST BEHIND IN MIDDLE SCHOOL AND PROVIDES COMPREHENSIVE, CULTURALLY SPECIFIC SERVICES INTO THEIR SOPHOMORE YEAR AT ROOSEVELT, MADISON, FRANKLIN AND GRESHAM HIGH SCHOOLS. THE PROGRAM INCLUDES:PRE-FRESHMAN YEAR LEADERSHIP CAMP - IN A ONE-WEEK SUMMER LEADERSHIP ACADEMY, STEP UP ADVOCATES CHALLENGE YOUTH TO IDENTIFY THEIR ASPIRATIONS AND COMMIT TO WORKING TOGETHER TOWARDS THOSE GOALS. LEADERSHIP AND TEAM-BUILDING ACTIVITIES REINFORCE STUDENTS UNDERSTANDING OF THEIR CAPACITY TO ACHIEVE THEIR DREAMS THROUGH EDUCATION AND HARD WORK, ALL WITH THE SUPPORT OF AN ADVOCATE. THESE SELF-DEFINED GOALS FORM THE BASIS FOR THEIR PARTICIPATION IN STEP UP THROUGHOUT THE FOLLOWING YEAR. BY THE END OF CAMP, STUDENTS AND THEIR ADVOCATES HAVE FORMED CLOSE RELATIONSHIPS BASED ON MUTUAL COMMITMENT TO SUCCESS IN HIGH SCHOOL. FRESHMAN & SOPHOMORE YEAR EXTENDED ACADEMIC DAY TUTORING - STEP UP ADVOCATES PARTNER WITH THE SCHOOL TO OFFER AFTER-SCHOOL TUTORING, CONTINUED LEADERSHIP DEVELOPMENT, AND CLOSE SOCIAL/EMOTIONAL SUPPORT IN SMALL "ADVOCATE GROUPS" OF 10-15 STEP UP YOUTH. - DAILY INDIVIDUALIZED TUTORING AND HOMEWORK ASSISTANCE FORMS THE CORE OF AFTERSCHOOL ACTIVITIES. A CAREFULLY DESIGNED SYSTEM OF INFORMATION SHARING AND ACCOUNTABILITY ENABLES ADVOCATES TO TRACK STUDENT ASSIGNMENTS AND COURSE PERFORMANCE. - CLASSROOM TEACHERS AND STEP UP ADVOCATES BECOME CLOSE ALLIES IN SUPPORTING STUDENT SUCCESS. - ADVOCATES LEAD YOUTH IN DEVELOPING LEADERSHIP AND STUDENT SUCCESS SKILLS THROUGH GROUP ACTIVITIES AND INDIVIDUAL COUNSELING WHICH FOCUS ON PERSONAL RESPONSIBILITY, CONFLICT RESOLUTION, HEALTHY RELATIONSHIPS, ORGANIZATION AND STUDY SKILLS. - ADVOCATES HAVE SIGNIFICANT PHONE AND E-MAIL CONTACT WITH THEIR STUDENTS OUTSIDE OF THE AFTER-SCHOOL SESSIONS, TO PROVIDE EMOTIONAL SUPPORT FOR CHALLENGES THAT INTERFERE WITH SCHOOL SUCCESS. PARENT INVOLVEMENT ACTIVITIES - THROUGHOUT ALL COMPONENTS OF THE PROGRAM, STEP UP ADVOCATES ENGAGE CLOSELY WITH PARENTS TO SHARE STUDENT SUCCESSES, STRATEGIZE AROUND CHALLENGES, AND PROVIDE ASSISTANCE IN SUPPORTING THEIR CHILD'S SUCCESS IN SCHOOL.POST-FRESHMAN YEAR SUMMER SCHOOL - FOLLOWING THE ACADEMIC SCHOOL YEAR, AT EACH SCHOOL SITE, STEP UP CONDUCTS A 1 OR 2-WEEK INTENSIVE SUMMER SCHOOL TO HELP STUDENTS RECOVER ANY UNEARNED CORE CLASS CREDIT FROM THE PREVIOUS SCHOOL YEAR. WORKING IN CONJUNCTION WITH THE HIGH SCHOOLS TEACHERS, THIS METHOD RESULTS IN A HIGH RATE OF SUCCESS FOR STEP UP STUDENTS.THIS PROGRAM SERVED OVER 384 STUDENTS IN 2012-13. 365858 15025 CAREER SERVICES: THE CAREER SERVICES DEPARTMENT ENSURES THAT ALL OPEN MEADOW YOUTH REACH THEIR LONG-TERM CAREER GOALS BY PROVIDING ACCESS TO ADVANCED EMPLOYMENT AND EDUCATIONAL OPPORTUNITIES, FOCUSED TRAINING, AND COMPREHENSIVE SUPPORT. THE PROGRAM IS DESIGNED TO PROVIDE INCREMENTAL AND CONTINUOUS SUPPORT FOR YOUTH FROM THE TIME THEY FIRST DEFINE THEIR CAREER GOALS, THROUGH THEIR FIRST EMPLOYMENT EXPERIENCE, AND ON INTO COLLEGE AND CAREER-TRACK EMPLOYMENT. CAREER SERVICES OFFERS CAREER DEVELOPMENT PROGRAMMING FOR PORTLAND RESIDENTS (AGES 16-24) WHO ARE INTERESTED IN EXPLORING PROFESSIONAL CAREERS AND/OR COLLEGE. THE PROGRAM INCLUDES: -CAREER ADVISING AND PEER SUPPORT - BUILDING INDIVIDUALIZED AND PEER RELATIONSHIPS. OUR PROGRAM RUNS ON A COHORT MODEL WITH GROUP SIZES NO MORE THAN 12 STUDENTS. EACH ENROLLEE HAS A CAREER ADVISOR DEDICATED TO HIS OR HER LONG-TERM PROFESSIONAL AND PERSONAL SUCCESS.-POST-SECONDARY EXPOSURE, READINESS AND SUPPORT - FOR YOUTH WHO WANT TO ATTEND TRADE SCHOOL, COMMUNITY COLLEGE OR A 4-YEAR COLLEGE, INCLUDING ASSISTANCE WITH POST-SECONDARY ENROLLMENT AND FINANCIAL AID SYSTEMS.-ONGOING SUCCESS WORKSHOPS - OUR PROGRAMS ARE AIMED AT HELPING YOUTH ACCOMPLISH THEIR PROFESSIONAL GOALS, WHILE MEETING THEM WHERE THEY ARE NOW. WE OFFER A VARIETY OF SHORT AND LONG-TERM WORKSHOPS THROUGHOUT THE YEAR - SOME AT OPEN MEADOW AND SOME OFF-SITE. TOPICS INCLUDE: CAREER EXPLORATION INCLUDING SELF-ASSESSMENT, CAREER EXPLORATION AND GOAL SETTING. WE PROVIDE TOOLS AND SUPPORT TO IDENTIFY AND STAY ON A CAREER PATH LEADING TO A WORK ASSIGNMENT FOR THOSE WHO WISH TO START WORKING IMMEDIATELY. JOB SEEKING STRATEGIES AND TOOLS INCLUDING RESUME AND COVER LETTER WRITING AND INTERVIEWING. POST SECONDARY EXPLORATION AND SUPPORT. LIFE SKILLS INCLUDING MANAGING FINANCES AND PROFESSIONAL COMMUNICATION.-CAREER RELATED LEARNING EXPERIENCES - INCLUDES PAID AND UNPAID WORK EXPERIENCES, INFORMATIONAL INTERVIEWS, BUSINESS TOURS AND JOB SHADOWS.-LONG-TERM SUPPORT - SUPPORT FOR UP TO THREE YEARS AS YOUTH ACHIEVE AND SUSTAIN POST-SECONDARY SUCCESS.THIS PROGRAM SERVED OVER 158 PARTICIPANTS IN 2012-13. 12717 42573 COMMUNITY PARTNERSHIPS - A PROGRAM FOCUSED ON CONNECTING OPEN MEADOW'S PROGRAMS FOR YOUTH WITH INDIVIDUALS, BUSINESS PARTNERS AND COMMUNITY RESOURCES, WITH THE PURPOSE OF PROVIDING ACCESS TO MENTORING, COUNSELING, INTERNSHIP, AND IN AND OUT OF SCHOOL ACTIVITIES. 12717 42573 3506611 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 128 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X THE ORGANIZATION 5039781935 7621 N WABASH PORTLAND OR 97217 TRACI REANDEAU 4.00 X X 0 0 0 AMY CARLSEN KOHNSTAMM 3.00 X X 0 0 0 JOHN W HAINES 3.00 X X 0 0 0 HUSSAIN MIRZA 3.00 X X 0 0 0 TRIPP SOMERVILLE 3.00 X 0 0 0 ERIN FLYNN 2.00 X 0 0 0 HOLLEY FRANKLIN 2.00 X 0 0 0 ALGIE GATEWOOD 2.00 X 0 0 0 STEPHEN D GOMEZ 2.00 X 0 0 0 CHARLES HUDSON 2.00 X 0 0 0 NAOMI LEVELLE-HASLITT 2.00 X 0 0 0 KENNETH R JOHNSON 2.00 X 0 0 0 ROBERT MCKEAN 2.00 X 0 0 0 JOSHUA P MONDA 2.00 X 0 0 0 SUZANNE J NOLAND 2.00 X 0 0 0 CHERYL VANDEMORE 2.00 X 0 0 0 JOHN L WATZKE 2.00 X 0 0 0 ANDREW MASON 50.00 X 84301 0 16718 KARL SOUZA 50.00 X 74832 0 15051 159133 0 31769 0 0 0 0 0 56473 3397335 385176 24067 3838984 4487 4487 640 0 640 640 640 88685 56473 36022 52663 52663 CONSULTING REVENUE 900099 39930 39930 MISCELLANEOUS REVENUE 900099 2003 2003 41933 3938707 42573 0 57150 30526 30526 208645 177307 21490 9848 2418380 2056129 245217 117034 110478 90111 17332 3035 297173 252091 30674 14408 249535 215420 23441 10674 17610 17610 126853 76518 10768 39567 80696 63829 3818 13049 122492 110472 7980 4040 31249 28817 1368 1064 1150 933 154 63 97743 88566 6167 3010 50313 23123 25941 1249 PROGRAM ACTIVITIES 251782 237924 10738 3120 CURRICULUM AND EDUCATIO 34930 34930 COMMUNITY RELATIONS 14610 5985 838 7787 STAFF TRAINING 14453 13930 243 280 1104 1104 4159722 3506611 424883 228228 911757 1483976 818058 63267 212440 124221 385400 494607 16273 17442 2935070 1275691 1743687 1659379 210 0 4087825 3842892 144459 162057 41516 0 185975 162057 X 3633403 3537188 268447 143647 3901850 3680835 4087825 3842892 -221015 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444350 444350 2124367 963913 1160454 215946 161371 54575 150407 150407 0 1659379 3971866 33159 33159 3938707 0 3938707 4192881 33159 33159 4159722 0 4159722 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY AUTHORITIES FOR YEARS BEFORE 2010. 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, 2013 AND 2012, 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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. SPRING FUNDRAISER "GOT GAME" 145158 56473 88685 8256 22492 3869 1405 145158 56473 88685 8256 22492 3869 1405 36022 52663 1 OTHER 119 1915 ACTUAL COST DMV FEES, TOOLS, TUTORING, SUBSIDIZED WAGES TRANSPORTATION/BUS PASSES 76 8860 ACTUAL COST PUBLIC TRANSPORTATION: BUS PASSES & TICKETS CHILDCARE ASSISTANCE 4 9900 ACTUAL COST CHILD CARE SERVICES CLOTHING 21 1193 ACTUAL COST CLOTHING FOR INTERVIEWS, INTERNSHIPS ETC. RENT/UTILITY ASSISTANCE 4 246 ACTUAL COST RENT OR UTILITY ASSISTANCE TUITION/BOOKS 49 8412 ACTUAL COST TUITION FEES, BOOKS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS OF ASSISTANCE FOR TUITION, BOOKS, BUS PASSES, AND RENT/UTILITY ASSISTANCE ARE AWARDED IN A COORDINATED EFFORT SUPERVISED BY PROGRAM STAFF. EACH PARTICIPANT HAS A CASE FILE, AND 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, AND LOGGED IN CLIENT SERVICE CASE NOTES (FOR CAREER SERVICE PROGRAM). EXPENSES ARE PAID DIRECTLY TO A THIRD PARTY WITH PROOF OF A RECEIPT OR INVOICE, UNLESS THE PAYMENT IS A DIRECT PAYMENT AS A FIXED INCENTIVE/STIPEND AMOUNT. TRACKING REPORTS TO GRANTING AGENCIES ARE MADE PER THEIR GUIDELINES. X 25 FMV X 10051 FMV X 3 9176 FMV X FOOD 8 1891 FMV X CERTIFICATES AND TICKETS 12 3844 FMV X FUNDRAISING EVENT PRIZES AND MATERIALS 60 8256 FMV 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 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 BOARD 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 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. 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 AND IRS 990 FILINGS IN 2H 2010 - MOST RECENT UPDATE COMPLETED 2H 2013. OFFICER SALARY TABLES WERE DEVELOPED IN 2005, AND UPDATED IN 2H 2010 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, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.