CAMPBELL INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL INSTITUTE (EIN 93-1095351)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-14
- IRS object ID
- 202341659349300749
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T12:01:38-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931095351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMPBELL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 5032199034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW MORRISON STREET 205 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE SHELLHART | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER / COO | PersonTitleTxt |
| Phone | 5032199034 | PhoneNum |
| Signature | 2023-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLE | PersonFirstNm |
| Person Last | SHELLHART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERARD DEBLOIS | PreparerPersonNm |
| PTIN | P01287653 | PTIN |
| Phone | 5032270581 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLE SHELLHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW MORRISON STREET 205 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,706,233 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CHILDINST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,403,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,269,503 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,829 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,075 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $902 | PYOtherRevenueAmt |
| CY Other Revenue | $372 | CYOtherRevenueAmt |
| PY Total Revenue | $1,471,004 | PYTotalRevenueAmt |
| CY Total Revenue | $2,426,199 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $327,599 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $344,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,983,779 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,391,188 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $332,338 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,195,116 | PYOtherExpensesAmt |
| CY Other Expenses | $1,351,336 | CYOtherExpensesAmt |
| PY Total Expenses | $3,506,494 | PYTotalExpensesAmt |
| CY Total Expenses | $4,087,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,035,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,660,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,724,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,950,049 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $393,066 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,421,862 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,556,983 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHILDREN'S INSTITUTE'S MISSION IS TO LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $674,972 | ExpenseAmt |
| Desc | PUBLIC POLICY AND ADVOCACY FOR EARLY CHILDHOOD CARE AND EDUCATION: CI CREATES PUBLIC POLICY AND ADVOCATES FOR PUBLIC INVESTMENT IN EARLY CHILDHOOD PROGRAMS AND SERVICES. WE DO THIS THROUGH A COORDINATED STRATEGY FOR DEVELOPING A BOLD EARLY CHILDHOOD POLICY AGENDA THAT ENGAGES FAMILIES AND PROVIDERS, AND CULTIVATES CHAMPIONS ACROSS EDUCATION AND HEALTH. WE CONVENE OREGON'S EARLY CHILDHOOD COALITION (ECC), A PARTNERSHIP OF MORE THAN 60 STATE AND NATIONAL ORGANIZATIONS WHO ADVOCATE AT THE STATE LEGISLATURE TO IMPROVE OUTCOMES FOR OREGON'S YOUNGEST CHILDREN AND FAMILIES. WE WORK WITH AND ALONGSIDE COMMUNITY PARTNERS TO ELEVATE THE VOICES OF PARENTS, PROVIDERS, AND EDUCATORS. IN THIS WORK, WE EMPHASIZE RACIAL EQUITY AND ECONOMIC JUSTICE IN THE DEVELOPMENT AND IMPLEMENTATION OF AN EARLY CHILDHOOD ADVOCACY AGENDA FOR OREGON. CI TRANSLATES LARGE-SCALE RESEARCH AND POPULATION CENSUS DATA IN WAYS THAT INFLUENCE POLICY AND PROGRAMS. OUR RESEARCH-BASED POLICY RECOMMENDATIONS ARE INFORMED BY LOCAL AND NATIONAL PROMISING PRACTICES, LIVED EXPERIENCES OF FAMILIES AND PROVIDERS, COMMUNITY LEADERS AND ORGANIZATIONS, AND NATIONAL TRENDS. OUR TEAM COLLABORATES ACROSS SECTORS AND ACROSS GEOGRAPHIES TO DEVELOP AND ADVANCE RECOMMENDATIONS FOR STATE INVESTMENTS AND LAWS THAT INCREASE ACCESS TO AND IMPACT OF HIGH-QUALITY EARLY CHILDHOOD PROGRAMS AND SERVICES. WE VALUE RESEARCH TO POLICY CONTINUUM FOR SYSTEMS CHANGE AND USE A ROBUST COMMUNICATIONS STRATEGY TO ADVANCE CI'S VISION. THAT STRATEGY EMPLOYS A RANGE OF TOOLS AND TACTICS THAT ALLOW US TO SHARE VITAL INFORMATION ABOUT THE EARLY CHILDHOOD LANDSCAPE, DEFINE PRIORITY ISSUES, SHAPE POLICY, ILLUMINATE ADVOCACY, AND STRENGTHEN THE NARRATIVE AROUND THE VALUE AND IMPORTANCE OF EARLY CHILDHOOD INVESTMENTS WE ARE ACTIVELY WORKING TO EXPAND OUR REACH IN RURAL AREAS, LOW-INCOME COMMUNITIES, AND TO COMMUNITIES OF COLOR IN BOTH URBAN AND RURAL SETTINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,539,199 | ExpenseAmt |
| Grant | $344,560 | GrantAmt |
| Revenue | $9,000 | RevenueAmt |
| Desc | SUPPORTING EARLY YEARS AND EARLY GRADES SUCCESS: CI LAUNCHED EARLY SCHOOL SUCCESS (ESS) TO WORK WITH EDUCATORS AND CREATE ECOSYSTEMS OF PRESCHOOL AND ELEMENTARY ALIGNMENT BUILT AROUND THE BEST PRACTICES IN CHILD DEVELOPMENT. ESS IS DESIGNED TO MAKE THIS ALIGNMENT POSSIBLE WHILE TRANSFORMING THE LEARNING EXPERIENCE TO YIELD BETTER OUTCOMES FOR CHILDREN, FAMILIES, AND EDUCATORS. THIS IS A STRATEGY THROUGH WHICH CI FACILITATORS COACH DIVERSE TEAMS OF TEACHERS, SCHOOL LEADERS, EARLY LEARNING STAFF, AND COMMUNITY PARTNERS BY WORKING WITH THEM TO IDENTIFY A PROBLEM OF PRACTICE, CREATE CHANGE IDEAS, AND IMPLEMENT NEW STRATEGIES. THIS PROCESS IS KNOWN AS HUMAN-CENTERED DESIGN AND CI IS A FORERUNNER IN EMPLOYING THIS STRATEGY IN EARLY CHILDHOOD EDUCATION. KEY TO THIS APPROACH IS CENTERING THE WHOLE CHILD, PLAY-CENTERED LEARNING, AND NEUROSCIENCE INTO A QUALITY IMPROVEMENT PROCESS. ESS IS A DISTRICT/SCHOOLWIDE PROGRAM THAT SPANS THREE TO FIVE YEARS, WITH THE GOAL TO INCREASE CONTINUITY AND ESTABLISH SYSTEM CHANGE. THE EARLY LEARNING ACADEMY (ELA) IS AN INTENSIVE ONE-TO-TWO-YEAR COHORT-BASED LEARNING EXPERIENCE FOR EDUCATORS AND LEADERS WORKING TO STRENGTHEN EARLY LEARNING IN THEIR DISTRICT. IN ADDITION TO THE ELA TRAINING, PARTICIPANTS RECEIVE EXCLUSIVE ACCESS TO A CHANGE LIBRARY THAT COLLECTS AND SHARES CHANGE IDEAS THAT CAN BE ENACTED IN SCHOOL SETTINGS. BOTH ESS AND ELA TARGET SCHOOLS WITH LARGE HISTORICALLY UNDER-SERVED COMMUNITIES INCLUDING TITLE 1 SCHOOLS, RURAL SCHOOLS, AND SCHOOLS WITH LARGE PERCENTAGES OF CULTURALLY DIVERSE AND DUAL-LANGUAGE LEARNERS. EARLY WORKS (EW) IS A LONG-TERM SCHOOL AND COMMUNITY-BASED INITIATIVE LAUNCHED IN 2011. IT USES A COLLECTIVE IMPACT APPROACH TO SUPPORT FAMILIES AND YOUNG CHILDREN BY ESTABLISHING PRESCHOOL CLASSROOMS CO-LOCATED WITH K-5 ELEMENTARY SCHOOLS, BUILDING COMMUNITY PARTNERSHIPS, IMPLEMENTING RESEARCH-BASED STRATEGIES, AND CONNECTING FAMILIES TO WRAPAROUND SUPPORT AND RESOURCES, INCLUDING RENT AND UTILITY ASSISTANCE, AND COMMUNITY HEALTH WORKERS. EW HAS DEMONSTRATED TRANSFORMATION AND ALIGNMENT OF EARLY LEARNING AND ELEMENTARY GRADES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $288,428 | ExpenseAmt |
| Revenue | $93,829 | RevenueAmt |
| Desc | SUPPORTING HEALTHY DEVELOPMENT: WITH OUR PARTNERS AT OREGON PEDIATRIC IMPROVEMENT PARTNERSHIP (OPIP) AND OREGON HEALTH AUTHORITY (OHA), WE ARE DEVELOPING GROUNDBREAKING QUALITY MEASUREMENT AND IMPROVEMENT ACTIVITIES TO SUPPORT EARLY CHILDHOOD HEALTH AND DEVELOPMENT. THIS INCLUDES INCENTIVE METRICS FOCUSED ON CHILDREN'S BEHAVIORAL AND SOCIAL-EMOTIONAL HEALTH, FROM BIRTH TO AGE 5. THIS METRIC REQUIRES MEDICAID COORDINATING CARE ORGANIZATIONS (CCOS) TO EXAMINE GAPS IN SOCIAL-EMOTIONAL HEALTH SERVICES, ENGAGE COMMUNITIES IN MAPPING ASSETS, AND IDENTIFYING SOLUTIONS. THROUGH CONTRACTING AND EARNED REVENUE, CI IS CREATING TOOLS AND PROCESSES TO BRING TOGETHER CCOS AND COMMUNITY PARTNERS TO AUTHENTICALLY ENGAGE IN BEHAVIORAL HEALTH WORK AND ALIGNMENT OF EARLY CARE AND EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,502,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE SHELLHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032199034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW MORRISON STREET 205 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BOB HARDING | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARISSA KAISER | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA CRUZ | |||||||
| TREASURER (JAN 2021 - MAY 2022) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK REPPENHAGEN | |||||||
| TREASURER (JUNE 2022 - PRESENT) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW CHAPMAN | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY DOWD | |||||||
| BOARD MEMBER (SEPT 2022 - PRESENT) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CEDRIC BERRY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE RUSSELL | |||||||
| BOARD MEMBER (OCT 2014 - APRIL 2022) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BRUML | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TAPOGNA | |||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MANCINI | |||||||
| BOARD MEMBER (SEPT 2021 - AUG 2022) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE YOUNG | |||||||
| BOARD MEMBER (APRIL 2008 - JUNE 2022) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY MUELLER WENDY | |||||||
| BOARD MEMBER (FEB - OCT 2022) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MADDIE O'NEILL ANDREWS | |||||||
| BOARD MEMBER (NOV 2022 - PRESENT) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIGNON MAZIQUE | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NAJIA HYDER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RONDA FRITZ | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA KERR | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SU EMBREE | |||||||
| BOARD MEMBER (SEPT 2022 - PRESENT) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE SHELLHART | |||||||
| CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $128,150 | $0 | $11,088 | ||
| KALI THORNE LADD | |||||||
| CEO | 40.00 | Yes (X) | $211,320 | $0 | $14,908 | ||
| KAREN TWAIN | |||||||
| DIRECTOR OF PROGRAMS | 40.00 | $171,987 | $0 | $6,993 | Yes (X) | ||
| DANA HEPPER | |||||||
| DIRECTOR OF POLICY AND ADVOCACY | 40.00 | $138,866 | $0 | $5,579 | Yes (X) | ||
| MARINA MERRILL | |||||||
| DIRECTOR OF RESEARCH AND STRATEGY | 40.00 | $105,574 | $0 | $14,262 | Yes (X) | ||
| RAFAEL OTTO | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $104,069 | $0 | $14,050 | Yes (X) | ||
| ERICA MULLEN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $101,458 | $0 | $3,658 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $961,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,538 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTLAND STATE UNIVERSITY | |||||
| 1825 SW BROADWAY | PORTLAND | OR | 97201 | OPINION AND EVALUATION | $443,962 |
| OREGON HEALTH AND SCIENCES UNIVERSITY | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 972393098 | HEALTH METRIC SUPPORT | $155,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,269,503 | AllOtherContributionsAmt |
| Total Contributions | $2,269,503 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS | 611710 | $93,829 | $93,829 |
| SEMINARS & CONFERENCES | 611710 | $9,000 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,829 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,409 | TotalRevenueColumnAmt |
| Exclusion | $44,409 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,289,120 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,280,034 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,086 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,086 | TotalRevenueColumnAmt |
| Exclusion | $9,086 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $372 | TotalRevenueColumnAmt |
| Exclusion | $372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $372 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,426,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,829 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,560 | TotalAmt |
| Program Services | $344,560 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,466 | TotalAmt |
| Program Services | $301,380 | ProgramServicesAmt |
| Management And General | $25,002 | ManagementAndGeneralAmt |
| Fundraising | $39,084 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,146 | TotalAmt |
| Program Services | $1,417,684 | ProgramServicesAmt |
| Management And General | $117,611 | ManagementAndGeneralAmt |
| Fundraising | $183,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,889 | TotalAmt |
| Program Services | $43,615 | ProgramServicesAmt |
| Management And General | $3,618 | ManagementAndGeneralAmt |
| Fundraising | $5,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,916 | TotalAmt |
| Program Services | $87,343 | ProgramServicesAmt |
| Management And General | $7,246 | ManagementAndGeneralAmt |
| Fundraising | $11,327 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,771 | TotalAmt |
| Program Services | $121,859 | ProgramServicesAmt |
| Management And General | $10,109 | ManagementAndGeneralAmt |
| Fundraising | $15,803 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,795 | TotalAmt |
| Management And General | $2,795 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,100 | TotalAmt |
| Management And General | $15,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,200 | TotalAmt |
| Management And General | $14,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,121 | TotalAmt |
| Management And General | $4,121 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,277 | TotalAmt |
| Program Services | $470,559 | ProgramServicesAmt |
| Management And General | $15,942 | ManagementAndGeneralAmt |
| Fundraising | $31,776 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,993 | TotalAmt |
| Program Services | $58,907 | ProgramServicesAmt |
| Management And General | $8,830 | ManagementAndGeneralAmt |
| Fundraising | $13,256 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,138 | TotalAmt |
| Program Services | $42,603 | ProgramServicesAmt |
| Management And General | $4,061 | ManagementAndGeneralAmt |
| Fundraising | $2,474 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,632 | TotalAmt |
| Program Services | $97,691 | ProgramServicesAmt |
| Management And General | $9,672 | ManagementAndGeneralAmt |
| Fundraising | $9,269 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,734 | TotalAmt |
| Program Services | $43,020 | ProgramServicesAmt |
| Management And General | $805 | ManagementAndGeneralAmt |
| Fundraising | $909 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,171 | TotalAmt |
| Program Services | $3,575 | ProgramServicesAmt |
| Management And General | $257 | ManagementAndGeneralAmt |
| Fundraising | $339 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,749 | TotalAmt |
| Program Services | $8,355 | ProgramServicesAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
| Fundraising | $793 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVALUATION AND DATA COL | $414,944 | $414,944 | ||
| EVENT EXPENSES | $53,118 | $27,456 | $10,945 | $14,717 |
| EQUIPMENT AND MAINTENAN | $23,364 | $19,048 | $1,232 | $3,084 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,087,084 | TotalAmt |
| Program Services | $3,502,599 | ProgramServicesAmt |
| Management And General | $252,147 | ManagementAndGeneralAmt |
| Fundraising | $332,338 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,719 | BOYAmt |
| EOY | $3,186,229 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,219,166 | BOYAmt |
| EOY | $946,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,116 | BOYAmt |
| EOY | $56,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,039 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,592 | BOYAmt |
| EOY | $9,421 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,082,530 | BOYAmt |
| EOY | $1,634,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $116,794 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,724,323 | BOYAmt |
| EOY | $5,950,049 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,461 | BOYAmt |
| EOY | $274,780 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $118,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,461 | BOYAmt |
| EOY | $393,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,899,974 | BOYAmt |
| EOY | $2,192,603 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,521,888 | BOYAmt |
| EOY | $3,364,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,421,862 | BOYAmt |
| EOY | $5,556,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,724,323 | BOYAmt |
| EOY | $5,950,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,660,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$203,994 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,006,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,600,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,403,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,269,503 | CurrentTaxYearAmt |
| Total | $18,259,687 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,006,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,600,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,403,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,269,503 | CurrentTaxYearAmt |
| Total | $18,259,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,863,983 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,395,704 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,409 | CurrentTaxYearAmt |
| Total | $229,796 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $372 | CurrentTaxYearAmt |
| Total | $7,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,497,361 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,829 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,360 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,360 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,733,386 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,754,746 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $337,737 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $84,434 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $283,065 | CurrentYearMinus3Amt |
| Current Year Minus2 | $314,617 | CurrentYearMinus2Amt |
| Current Year Minus1 | $310,592 | CurrentYearMinus1Amt |
| Current Year | $337,737 | CurrentYearAmt |
| Total | $1,246,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,869,017 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $30,056 | CurrentYearMinus3Amt |
| Current Year Minus2 | $20,504 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,503 | CurrentYearMinus1Amt |
| Current Year | $21,360 | CurrentYearAmt |
| Total | $105,423 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,766 | CurrentYearMinus3Amt |
| Current Year Minus2 | $78,654 | CurrentYearMinus2Amt |
| Current Year Minus1 | $77,648 | CurrentYearMinus1Amt |
| Current Year | $84,434 | CurrentYearAmt |
| Total | $311,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $467,253 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,481 | DepreciationAmt |
| Book Value | $211 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,558 | DepreciationAmt |
| Book Value | $9,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,421 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $118,286 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $118,286 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,222,205 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$203,994 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$203,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,426,199 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,426,199 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,087,084 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,087,084 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,087,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO COMPLY WITH PROVISIONS OF THIS TOPIC. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BEAVERTON SCHOOL DISTRICT | ||||||||
| 16550 SW MERLO RD | BEAVERTON | OR | 97003 | 936001065 | 170(C)(1) | $105,208 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| FOREST GROVE SCHOOL DISTRICT | ||||||||
| 1728 MAIN STREET | FOREST GROVE | OR | 97116 | 930566292 | 170(C)(1) | $91,355 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| LINCOLN COUNTY SCHOOL DISTRICT | ||||||||
| 1212 NE FOGARTY STREET | NEWPORT | OR | 97365 | 936000627 | 170(C)(1) | $60,000 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| ST HELENS SCHOOL DISTRICT | ||||||||
| 474 N 16TH STREET | ST HELENS | OR | 97051 | 936011087 | 170(C)(1) | $66,079 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| SEASHORE FAMILY LITERACY | ||||||||
| PO BOX 266 | WALDPORT | OR | 97394 | 931255991 | 501(C)(3) | $13,000 | $0 | EARLY LITERACY IN LINCOLN COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES REPORTING ON GRANT USE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KALI THORNE LADD | ||||||||||||||
| CEO | $211,320 | $0 | $0 | $0 | $0 | $0 | $8,501 | $0 | $6,407 | $0 | $226,228 | $0 | $0 | $0 |
| KAREN TWAIN | ||||||||||||||
| DIRECTOR OF PROGRAMS | $171,987 | $0 | $0 | $0 | $0 | $0 | $6,993 | $0 | $0 | $0 | $178,980 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, IS BASED ON OUR AUDITED FINANCIAL STATEMENTS, AND IS REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER AND CEO. THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE, THE TREASURER, AND THE CHAIRMAN OF THE BOARD BEFORE FILING. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER, CEO, AND FINANCE COMMITTEE. THE AUDITED FINANCIALS ARE APPROVED BY THE FULL BOARD AFTER PRESENTATION BY THE AUDITOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN NEW BOARD MEMBERS ARE APPROVED THEY SIGN THE CONFLICT OF INTEREST FORM. IN ADDITION, BOARD MEMBERS RENEW BY SIGNING THE FORM AGAIN AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2022, CHILDREN'S INSTITUTE DEVELOPED A STRUCTURED COMPENSATION PLAN APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION PLAN CLASSIFIES POSITIONS INTO GRADE LEVELS AND ALL EMPLOYEES (EXCEPT CEO) START AT THE BASE GRADE RATE. PAY GRADES HAVE BEEN ESTABLISHED USING EXTERNAL WAGE DATA AS A GUIDE. THE BOARD OF DIRECTORS PROVIDES AN ANNUAL REVIEW OF THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 223,993. MANAGEMENT AND GENERAL EXPENSES 15,942. FUNDRAISING EXPENSES 31,776. TOTAL EXPENSES 271,711. HEALTH METRIC SUPPORT: PROGRAM SERVICE EXPENSES 155,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,385. EDUCATIONAL CONSULTING: PROGRAM SERVICE EXPENSES 91,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,181. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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