2023-06-14T12:01:38-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 931095351 THE CAMPBELL INSTITUTE CAMP 5032199034 1411 SW MORRISON STREET 205 PORTLAND OR 97205 CAROLE SHELLHART CHIEF FINANCIAL OFFICER / COO 5032199034 2023-06-13 1 CAROLE SHELLHART 999009999 0 GERARD DEBLOIS P01287653 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE CHILDREN'S INSTITUTE CAROLE SHELLHART 1411 SW MORRISON STREET 205 PORTLAND OR 97205 3706233 0 X CHILDINST.ORG X 2003 OR 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. 14 14 27 33 0 0 1403027 2269503 0 102829 67075 53495 902 372 1471004 2426199 327599 344560 0 0 1983779 2391188 0 0 332338 1195116 1351336 3506494 4087084 -2035490 -1660885 7724323 5950049 302461 393066 7421862 5556983 X 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. 0 0 674972 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. 2539199 344560 9000 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. 288428 93829 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. 3502599 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 27 1 0 0 0 0 0 0 0 0 0 0 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 CAROLE SHELLHART 5032199034 1411 SW MORRISON STREET 205 PORTLAND OR 97205 BOB HARDING CHAIR 5.00 X X 0 0 0 MARISSA KAISER VICE CHAIR 3.00 X X 0 0 0 DIANA CRUZ TREASURER (JAN 2021 - MAY 2022) 3.00 X X 0 0 0 FRANK REPPENHAGEN TREASURER (JUNE 2022 - PRESENT) 3.00 X X 0 0 0 MATTHEW CHAPMAN SECRETARY 3.00 X X 0 0 0 AMY DOWD BOARD MEMBER (SEPT 2022 - PRESENT) 3.00 X 0 0 0 CEDRIC BERRY BOARD MEMBER 3.00 X 0 0 0 GEORGE RUSSELL BOARD MEMBER (OCT 2014 - APRIL 2022) 3.00 X 0 0 0 JENNIFER BRUML BOARD MEMBER 3.00 X 0 0 0 JOHN TAPOGNA IMMEDIATE PAST CHAIR 3.00 X 0 0 0 JULIE MANCINI BOARD MEMBER (SEPT 2021 - AUG 2022) 3.00 X 0 0 0 JULIE YOUNG BOARD MEMBER (APRIL 2008 - JUNE 2022) 3.00 X 0 0 0 KELSEY MUELLER WENDY BOARD MEMBER (FEB - OCT 2022) 3.00 X 0 0 0 MADDIE O'NEILL ANDREWS BOARD MEMBER (NOV 2022 - PRESENT) 3.00 X 0 0 0 MIGNON MAZIQUE BOARD MEMBER 3.00 X 0 0 0 NAJIA HYDER BOARD MEMBER 3.00 X 0 0 0 RONDA FRITZ BOARD MEMBER 3.00 X 0 0 0 SARA KERR BOARD MEMBER 3.00 X 0 0 0 SU EMBREE BOARD MEMBER (SEPT 2022 - PRESENT) 3.00 X 0 0 0 CAROLE SHELLHART CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER 40.00 X 128150 0 11088 KALI THORNE LADD CEO 40.00 X 211320 0 14908 KAREN TWAIN DIRECTOR OF PROGRAMS 40.00 X 171987 0 6993 DANA HEPPER DIRECTOR OF POLICY AND ADVOCACY 40.00 X 138866 0 5579 MARINA MERRILL DIRECTOR OF RESEARCH AND STRATEGY 40.00 X 105574 0 14262 RAFAEL OTTO DIRECTOR OF COMMUNICATIONS 40.00 X 104069 0 14050 ERICA MULLEN DIRECTOR OF DEVELOPMENT 40.00 X 101458 0 3658 961424 0 70538 7 0 1 0 PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 OPINION AND EVALUATION 443962 OREGON HEALTH AND SCIENCES UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 972393098 HEALTH METRIC SUPPORT 155385 2 2269503 2269503 CONTRACTS 611710 93829 93829 SEMINARS & CONFERENCES 611710 9000 9000 102829 44409 44409 1289120 1280034 9086 9086 9086 MISCELLANEOUS INCOME 900099 372 372 372 2426199 102829 0 53867 X 344560 344560 365466 301380 25002 39084 1719146 1417684 117611 183851 52889 43615 3618 5656 105916 87343 7246 11327 147771 121859 10109 15803 2795 2795 15100 15100 14200 14200 4121 4121 518277 470559 15942 31776 80993 58907 8830 13256 49138 42603 4061 2474 116632 97691 9672 9269 44734 43020 805 909 4171 3575 257 339 9749 8355 601 793 EVALUATION AND DATA COL 414944 414944 EVENT EXPENSES 53118 27456 10945 14717 EQUIPMENT AND MAINTENAN 23364 19048 1232 3084 4087084 3502599 252147 332338 200 200 2352719 3186229 2219166 946558 56116 56707 70460 61039 13592 9421 3082530 1634140 0 116794 7724323 5950049 302461 274780 0 118286 302461 393066 X 1899974 2192603 5521888 3364380 7421862 5556983 7724323 5950049 -1660885 -203994 0 X X 0 1 X 1 0 X 9006918 1979285 3600954 1403027 2269503 18259687 9006918 1979285 3600954 1403027 2269503 18259687 9863983 8395704 34662 74195 49609 26921 44409 229796 3829 2775 902 372 7878 18497361 102829 0.45390 0.44980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21360 21360 3733386 3754746 337737 84434 0 0 283065 314617 310592 337737 1246011 1869017 30056 20504 33503 21360 105423 70766 78654 77648 84434 311502 467253 27692 27481 211 42768 33558 9210 9421 OPERATING LEASE LIABILITIES 118286 118286 X 2222205 -203994 -203994 2426199 0 2426199 4087084 0 4087084 0 4087084 PART X, LINE 2: 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. 1 BEAVERTON SCHOOL DISTRICT 16550 SW MERLO RD BEAVERTON OR 97003 936001065 170(C)(1) 105208 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM FOREST GROVE SCHOOL DISTRICT 1728 MAIN STREET FOREST GROVE OR 97116 930566292 170(C)(1) 91355 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM LINCOLN COUNTY SCHOOL DISTRICT 1212 NE FOGARTY STREET NEWPORT OR 97365 936000627 170(C)(1) 60000 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM ST HELENS SCHOOL DISTRICT 474 N 16TH STREET ST HELENS OR 97051 936011087 170(C)(1) 66079 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM SEASHORE FAMILY LITERACY PO BOX 266 WALDPORT OR 97394 931255991 501(C)(3) 13000 0 EARLY LITERACY IN LINCOLN COUNTY 5 0 PART I, LINE 2: THE ORGANIZATION REQUIRES REPORTING ON GRANT USE. X X X X 0 0 0 0 0 0 0 0 0 KALI THORNE LADD CEO 211320 0 0 0 0 0 8501 0 6407 0 226228 0 0 0 KAREN TWAIN DIRECTOR OF PROGRAMS 171987 0 0 0 0 0 6993 0 0 0 178980 0 0 0 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.