2024-07-19T18:16:46-05:00 2023-09-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-10-01 203770321 FRIENDS OF SATURDAY ACADEMY FRIE 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 BRIANNA MCCOY EXECUTIVE DIRECTOR 5032005858 2024-07-19 BRIANNA MCCOY 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SATURDAY ACADEMY BRIANNA MCCOY 5000 N WILLAMETTE BLVD PORTLAND OR 97203 817762 0 X WWW.SATURDAYACADEMY.ORG X 2005 OR SATURDAY ACADEMY INSPIRES YOUNG PEOPLE TO EXPLORE THEIR WORLD THROUGH HANDS-ON LEARNING WITH COMMUNITY EXPERTS THROUGH CLASSES, CAMPS, WORKSHOPS AND HIGH SCHOOL INTERNSHIPS. OUR GOAL IS TO REINFORCE THE JOY OF LEARNING, ASSIST YOUNG PEOPLE IN DEVELOPING INTELLECTUALLY AND TO HELP THEM PREPARE FOR REWARDING CAREERS. WE STRIVE TO MAKE OUR EXPERIENCES AVAILABLE TO ALL STUDENTS WHO SEEK THEM, AND INCLUDE THOSE WHO MIGHT NOT OTHERWISE PARTICIPATE. WE VALUE ALL LEARNING AND OFFER EXPERIENCES IN MANY DISCIPLINES. WE EMPHASIZE SCIENCE, TECHNOLOGY, ENGINEERING AND MATH, BECAUSE OF THE RAPID RATE OF CHANGE IN THESE FIELDS AND THEIR ESSENTIAL ROLE IN MODERN LIFE. 12 11 52 115 0 0 764393 375609 365653 382956 15233 18331 3318 921 1148597 777817 146006 192253 0 0 807736 760824 25200 22406 161410 291013 272908 1269955 1248391 -121358 -470574 1835385 1486136 318832 386662 1516553 1099474 X SATURDAY ACADEMY DEVELOPS CREATIVE, CONFIDENT, AND CURIOUS CRITICAL THINKERS BY ENGAGING STUDENTS IN SOCIALLY CONSCIOUS AND EQUITABLE SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATH EXPERIENCES. WE SPARK CURIOSITY, CONNECT OUR COMMUNITY, AND EMPOWER STUDENTS TO BECOME THE INNOVATIVE THINKERS AND PROBLEM SOLVERS OF THE NEXT GENERATION. 0 0 430629 22859 225681 SUMMER CAMPS: FULL-DAY, FULL-WEEK SUMMER CAMP PROGRAM OFFERED. 25 CAMPS RAN SERVING K-12 GRADE STUDENTS FOR A TOTAL OF 277 INDIVIDUAL STUDENTS REACHED. 61% QUALIFIED FOR FREE-AND-REDUCED LUNCH. SATURDAY ACADEMY (SA) PROVIDE MORE THAN $25,000 IN SCHOLARSHIP SUPPORT AND TUITION ASSISTANCE. CAMPS TOOK PLACE AT THE UNIVERSITY OF PORTLAND. 333873 80850 157275 CAREER PATHWAYS - ASE AND STEAM CAREER TRACKS: THE APPRENTICESHIPS IN SCIENCE AND ENGINEERING (ASE) PROGRAM PLACES HIGH SCHOOL STUDENTS IN EIGHT-WEEK, FULL TIME SUMMER INTERNSHIPS WITH A MENTOR IN A BUSINESS, GOVERNMENT AGENCY, OR UNIVERSITY LABORATORY WHOSE WORK IS IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, OR MATH. APPLICANTS (OVER 400 STUDENTS ANNUALLY) HAVE WORKSHOP OPPORTUNITIES TO LEARN COLLEGE AND JOB-FINDING SKILLS SUCH AS CRAFTING AN ESSAY, COVER LETTER, OR BEING INTERVIEWED. DURING THE INTERNSHIPS, STUDENTS ARE EXPOSED PROFESSIONAL STEM CAREERS, ENABLING THEM TO MAKE CHOICES ABOUT HIGH SCHOOL CLASSES, COLLEGE, AND CAREER TRAJECTORIES. THIS PROGRAM EXECUTED 73 INTERNSHIPS IN FY23. 88544 88544 SCHOOL RESIDENCY PROGRAM: OFFERED 66 AFTER-SCHOOL RESIDENCY'S IN 29 SCHOOLS ACROSS 5 DISTRICTS IN OREGON AND SOUTHWEST WASHINGTON. SA SERVED 744 STUDENTS OF WHICH 79% WERE HISTORICALLY AND SYSTEMICALLY EXCLUDED. 24009 STEAM CAREER TRACKS: STEAM CAREER TRACKS SUPPORTED A COHORT OF 19 STUDENTS IN 9-12 GRADE. 82% WERE FROM HISTORICALLY AND SYSTEMICALLY EXCLUDED COMMUNITIES AND 61% QUALIFIED FOR FREE AND REDUCED LUNCH. STUDENTS EXPLORED KEY SOCIAL EMOTIONAL LEARNING UNITS ALONGSIDE WORKSHOPS THAT INTRODUCED THEM TO A WIDE RANGE OF PROFESSIONS INTERSECTING SCIENCE, TECHNOLOGY, ENGINEERING, THE ARTS, AND MATHEMATICS. THIS PROGRAM WAS OFFERED ENTIRELY FREE OF CHARGE. 24009 877055 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 52 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X THE ORGANIZATION 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 STEPHANIE SALOMONE PHD DIRECTOR 0.30 X 0 120852 31492 DYLAN MCNAMEE PHD BOARD PRESIDENT 1.00 X X 0 0 0 EILEEN BOERGER BOARD VICE PRESIDENT 1.00 X X 0 0 0 HAZEL VALDEZ BOARD SECRETARY 1.00 X X 0 0 0 REBECCA GOLDCRUMP BOARD TREASURER 1.00 X X 0 0 0 ELISE BURKE DIRECTOR 1.00 X 0 0 0 IAN CHRISTY DIRECTOR 1.00 X 0 0 0 JANE DELUCA DIRECTOR 1.00 X 0 0 0 KASSIM FERRIS JD DIRECTOR 1.00 X 0 0 0 MARCEL JONKER DIRECTOR 1.00 X 0 0 0 ELEONORA JUAREZ DIRECTOR 1.00 X 0 0 0 KIM KONO DIRECTOR 1.00 X 0 0 0 JAY LANDSTROM BSEE DIRECTOR 1.00 X 0 0 0 TAYLOR LARSON CPA DIRECTOR 1.00 X 0 0 0 KEN PIFER DIRECTOR 1.00 X 0 0 0 PRATIMA GN RAO PHD DIRECTOR 1.00 X 0 0 0 LARRY SHERMAN DIRECTOR 1.00 X 0 0 0 DAVID SQUIRE MSEE DIRECTOR 1.00 X 0 0 0 ELIZABETH SILBERG INTERIM ED (THRU DEC. '22) 40.00 X 103005 0 10999 BRIANNA MCCOY EXECUTIVE DIRECTOR (BEG. OCT. '22) 40.00 X 18780 0 3568 121785 120852 46059 1 0 1 0 0 71103 304506 28865 375609 TUITION INCOME 611600 382956 382956 382956 19006 19006 18000 18000 675 -675 -675 -675 19352 71103 38855 -19503 -19503 2200 415 1785 1785 MISCELLANEOUS 900099 639 639 639 777817 382956 0 19252 88544 88544 103709 103709 129754 12975 97035 19744 519352 439318 563 79471 7085 4656 1173 1256 41524 34765 652 6107 63109 45085 8693 9331 26810 3710 21934 1166 22406 22406 86506 35206 47362 3938 13740 12193 31 1516 22298 17653 4276 369 13156 8784 2312 2060 5031 1092 3922 17 9185 8537 558 90 9325 9325 38300 26289 5745 6266 15868 11118 2272 2478 MISCELLANEOUS 32689 14096 13398 5195 1248391 877055 209926 161410 21606 17768 621636 321665 100050 15853 12775 20000 6786 5429 455581 349538 132624 106043 586208 623818 353700 375560 1835385 1486136 34472 24541 284360 362121 318832 386662 X 968459 636851 548094 462623 1516553 1099474 1835385 1486136 X -470574 22040 31455 X 0 1 X 1 0 X 782429 558902 573319 764393 375609 3054652 1096058 363919 344167 365653 382956 2552753 1878487 922821 917486 1130046 758565 5607405 241731 40970 173735 75265 24226 555927 0 241731 40970 173735 75265 24226 555927 5051478 52024 41621 30707 33233 37006 194591 52024 41621 30707 33233 37006 194591 1708 1877 1641 686 639 6551 1932219 966319 949834 1163965 796210 5808547 0.86970 0.88660 0.03350 0.02810 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,708. 2019 AMOUNT: $ 1,877. 2020 AMOUNT: $ 1,641. 2021 AMOUNT: $ 686. 2022 AMOUNT: $ 639. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 230415 20463 9595 241283 269136 -29645 9076 230415 212288 65633 8785 269136 210088 10869 8669 212288 210198 8341 8451 210088 1.00000 1 0 455581 349538 106043 106043 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 241283 BENEFICIAL INTEREST IN TRUST HELD BY OTHERS 134277 375560 770482 22040 50573 31455 104068 666414 111403 111403 777817 1187561 50573 50573 1136988 111403 111403 1248391 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR LONG-TERM INVESTMENT. EARNINGS FROM THE PERMANENT ENDOWMENT ARE RESTRICTED BY DONORS FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OCF 20,463. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS 10,992. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOOL RESIDENCIES 88,544. SCHOLARSHIPS 22,859. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOOL RESIDENCIES 88,544. SCHOLARSHIPS 22,859. X X X 1 HANADA WRITES LLC 4405 SUNDEW COURT LAKE OSWEGO OR 97035 GRANT WRITER 0 0 14700 0 COGEO INC 333 NE HANDCOCK STREET SUITE 13 PORTLAND OR 97212 GRANT WRITER 0 0 7706 0 22406 OR DISCOVERY EVENT 90455 71103 19352 6507 14669 5850 11829 90455 71103 19352 6507 14669 5850 11829 38855 -19503 1 VESTAL ELEMENTARY SCHOOL 161 NE 82ND AVENUE PORTLAND OR 97220 930806295 PUBLIC SCHOOL 0 7892 COST SCHOOL RESIDENCIES EDUCATION SUPPORT MARYSVILLE ELEMENTARY SCHOOL 7733 SE RAYMOND STREET PORTLAND OR 97206 930557964 PUBLIC SCHOOL 0 7114 COST SCHOOL RESIDENCIES EDUCATION SUPPORT DR MARTIN LUTHER KING JR SCHOOL 4906 NE 6TH AVENUE PORTLAND OR 97211 930806295 PUBLIC SCHOOL 0 6002 COST SCHOOL RESIDENCIES EDUCATION SUPPORT LANE MIDDLE SCHOOL 7200 SE 60TH AVENUE PORTLAND OR 97206 936002236 PUBLIC SCHOOL 0 5854 COST SCHOOL RESIDENCIES EDUCATION SUPPORT SCOTT ELEMENTARY SCHOOL 6700 NE PRESCOTT STREET PORTLAND OR 97218 731675402 PUBLIC SCHOOL 0 5335 COST SCHOOL RESIDENCIES EDUCATION SUPPORT EAST GRESHAM ELEMENTARY SCHOOL 900 SE 5TH STREET GRESHAM OR 97080 931711939 PUBLIC SCHOOL 0 5039 COST SCHOOL RESIDENCIES EDUCATION SUPPORT 6 INTERNSHIP STIPENDS 74 80850 SCHOLARSHIPS 40 22859 FMV SATURDAY ACADEMY TUITION ASSISTANCE PART I, LINE 2: SATURDAY ACADEMY RESIDENCIES (FORMERLY SA2U) BRINGS SMALL CLASS SIZES AND PROJECT-BASED, CURIOSITY-DRIVEN CONTENT ALLOWS INSTRUCTORS TO MEET STUDENTS WHERE THEY ARE AT. THERE ARE A VARIETY OF APPLIED TOPICS TO CHOOSE FROM SUCH AS MATH, WRITING, BIOLOGY, MEDICAL, TECH, ENGINEERING, ART, OR SPEECH AND DEBATE. OUR AVAILABLE RESIDENCIES NOW INCLUDE ONLINE AND IN-PERSON OPTIONS. GRANT FUNDING IS AVAILABLE FOR TITLE 1 SCHOOLS AND COMMUNITY BASED ORGANIZATIONS AND TUITION ASSISTANCE IS ALSO AVAILABLE TO STUDENTS IN ALL OF OUR CLASSES. RESIDENCIES: * ARE OPEN TO STUDENTS ATTENDING THE SCHOOL, ORGANIZATION OR GROUP HOSTING THE CLASS. * ARE PROJECT-BASED, IN-DEPTH CLASSES THAT OFFER APPLICATION OF STEAM CONCEPTS IN A SUPPORTIVE ENVIRONMENT. * HAVE NO REQUIRED TESTS, HOMEWORK OR GRADES. * ARE GENERALLY SMALL WITH 5-15 STUDENTS PER INSTRUCTOR. * CAN BE TAILORED TO ACCOMMODATE SPECIFIC NEEDS, INTERESTS AND LEARNING GOALS. * ARE TAUGHT BY CONTENT-AREA EXPERTS. * SUPPORT STUDENTS IN DEVELOPING SKILLS NEEDED TO MEET NEXT GENERATION SCIENCE STANDARDS. INTERNSHIPS: THE ASE PROGRAM PLACES HIGHLY QUALIFIED HIGH SCHOOL STUDENTS IN SUMMER INTERNSHIPS IN STEM FIELDS. TO OFFSET THE COSTS INCURRED BY THESE STUDENTS, THE ORGANIZATION PROVIDES STIPENDS. STIPENDS ARE PAID IN 2 OR 3 INSTALLMENTS OVER THE COURSE OF THE SUMMER, AND STUDENTS MUST BE MAKING SATISFACTORY PROGRESS ON THEIR INTERNSHIP TO RECEIVE FUNDS. TUITION ASSISTANCE: SCHOLARSHIPS CONSISTS OF VOUCHERS (FREE CLASS) AND TUITION ASSISTANCE (UP TO 80% OF THE COST OF THE CLASS) AND ARE BASED ON FAMILY INCOME LEVEL. 0 0 0 0 0 0 0 0 0 STEPHANIE SALOMONE PHD DIRECTOR 0 120852 0 0 0 0 0 10257 0 21235 0 152344 0 0 X 1 15058 FAIR MARKET VALUE X AUCTION ITEMS 29 8170 FAIR MAKRET VALUE X FURNITURE AND EQUIPMENT 8 5222 FAIR MAKRET VALUE X RAFFLE ITEMS 10 415 FAIR MAKRET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS THE UNIVERSITY OF PORTLAND, AN OREGON NON-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER IS ENTITLED TO VOTE ON ANY MATTER THAT MAY BE SUBMITTED TO IT FOR VOTE, AND HAS THE RIGHT TO APPOINT OR REMOVE ANY DIRECTOR OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW, AND IS FORMALLY APPROVED BY THE EXECUTIVE DIRECTOR, FINANCE COMMITTEE CHAIR, AND BOARD CHAIR PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, PARTICULARLY COMMITTEE CHAIRS, AND THE EXECUTIVE DIRECTOR REMAIN ALERT TO POTENTIAL CONFLICTS AND POINT THEM OUT TO MEMBERS. IMPACTED MEMBERS ARE EXPECTED TO, AND DO, DECLARE CONFLICTS OR POTENTIAL CONFLICTS WHEN THEY ARISE, AND RECUSE THEMSELVES FROM VOTING ON ISSUES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS OBTAINS AND REVIEWS COMPARABILITY DATA IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE BOARD'S DECISION IS FORMALLY DOCUMENTED IN A LETTER. 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, PART XI, LINE 9: NET INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OCF 20,463. NET INCREASE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 10,992. UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 COLLEGE OR 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0