CAMPBELL INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL INSTITUTE (EIN 93-1095351)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-28
- IRS object ID
- 202211799349300421
- Schema version
- 2021v4.2
- 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 | 2022-06-28T13:58:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-06-23 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $3,085,947 | 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 | MOVE RESEARCH TO ACTION BY PROMOTING COST-EFFECTIVE PUBLIC AND PRIVATE INVESTMENTS IN OUR YOUNGEST CHILDREN PRENATAL THROUGH THIRD GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,600,954 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,403,027 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,644 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,775 | PYOtherRevenueAmt |
| CY Other Revenue | $902 | CYOtherRevenueAmt |
| PY Total Revenue | $3,654,373 | PYTotalRevenueAmt |
| CY Total Revenue | $1,471,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $264,033 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $327,599 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,262,557 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,983,779 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $294,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,049,833 | PYOtherExpensesAmt |
| CY Other Expenses | $1,195,116 | CYOtherExpensesAmt |
| PY Total Expenses | $3,576,423 | PYTotalExpensesAmt |
| CY Total Expenses | $3,506,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $77,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,035,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,963,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,724,323 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $565,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $302,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,397,845 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,421,862 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHILDREN'S INSTITUTE'S MISSION IS TO MOVE RESEARCH TO ACTION BY PROMOTING COST-EFFECTIVE PUBLIC AND PRIVATE INVESTMENTS IN OUR YOUNGEST CHILDREN PRENATAL THROUGH THIRD GRADE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $557,279 | ExpenseAmt |
| Desc | ADVOCATING FOR KINDERGARTEN READINESS: BECAUSE THE EARLY YEARS ARE CRUCIAL FOR BRAIN DEVELOPMENT, CI FOCUSES ON ADVOCATING FOR INCREASED ACCESS TO HIGH QUALITY EARLY LEARNING PROGRAMS FOR CHILDREN FROM LOW-INCOME FAMILIES. THESE PROGRAMS INCLUDE VOLUNTARY HOME VISITING, PARENTING EDUCATION AND SUPPORTS, EARLY INTERVENTION AND EARLY CHILDHOOD SPECIAL EDUCATION, RELIEF NURSERIES, CHILD CARE, AND PRESCHOOL. CI RECOGNIZES THAT IT CANNOT ACCOMPLISH THIS GOAL ALONE, SO CI ENGAGES COMMUNITIES OF COLOR AND RURAL COMMUNITIES TO COLLABORATIVELY CREATE ADVOCACY AGENDAS AND STRATEGIES THAT REFLECT LOCAL PRIORITIES. TO HELP RAISE AWARENESS OF EARLY LEARNING ISSUES AMONG POLICYMAKERS AND THE PUBLIC, CI USES A ROBUST COMMUNICATIONS STRATEGY THAT CAPTURES THE ORGANIZATION'S EFFORTS, CONNECTS PRACTICE TO POLICY, AND USES A WIDE RANGE OF DIGITAL COMMUNICATIONS TOOLS, INCLUDING VIDEOS, PODCASTS, FOUR SOCIAL MEDIA CHANNELS, BLOG ARTICLES, EDITORIAL STRATEGIES, AND REGULAR WEBSITE UPDATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,025,676 | ExpenseAmt |
| Grant | $327,599 | GrantAmt |
| Desc | SUPPORTING THIRD GRADE SUCCESS: RESEARCH HAS SHOWN THE BENEFITS OF HIGH-QUALITY EARLY CHILDHOOD EDUCATION, BUT THOSE EARLY LEARNING GAINS WILL NOT BE SUSTAINED THROUGH THIRD GRADE WITHOUT SUPPORT FROM K-12 SCHOOLS, COMMUNITIES, AND FAMILIES. CI'S TWO EARLY WORKS SITES ARE TANGIBLE PROOF POINTS THAT HELP DEMONSTRATE TO POLICYMAKERS, EDUCATORS, FUNDERS, AND OTHERS WHAT IS POSSIBLE WHEN CHILDREN AND FAMILIES HAVE ACCESS TO A COMMUNITY SCHOOL WITH ON-SITE EARLY LEARNING AND HEALTH SUPPORTS. CI IS ALSO HELPING LOCAL COMMUNITIES DEVELOP COMPREHENSIVE PLANS TO ADDRESS THE COMPLEX SOCIAL FACTORS THAT PREVENT CHILDREN FROM READING BY THIRD GRADE. IN CI'S NEWEST INITIATIVE, EARLY SCHOOL SUCCESS, STAFF WORK CLOSELY WITH EDUCATORS, SCHOOLS, AND SCHOOL DISTRICTS TO ALIGN INSTRUCTION AND PROFESSIONAL DEVELOPMENT BETWEEN EARLY LEARNING PROVIDERS AND ELEMENTARY SCHOOLS. THE PURPOSE IS TO TRANSFORM THE EARLY LEARNING EXPERIENCE FROM PRESCHOOL THROUGH FIFTH GRADE FOR CHILDREN, FAMILIES, AND EDUCATORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $273,702 | ExpenseAmt |
| Desc | ENSURING HEALTHY DEVELOPMENT: CI RECOGNIZES THAT HOME AND FAMILY ENVIRONMENTS, COMMUNITY AND NEIGHBORHOOD CONDITIONS, AND SOCIOECONOMIC STATUS SHAPE HEALTH RISKS AND OUTCOMES AND CAN PREDICT QUALITY OF LIFE IN LATER YEARS. THESE CONDITIONS ARE KNOWN AS THE SOCIAL DETERMINANTS OF HEALTH. YOUNG CHILDREN ARE ESPECIALLY SENSITIVE TO THE IMPACT OF SOCIAL CONDITIONS, PARTICULARLY IN THE EARLY YEARS. WHILE CHILDREN FROM LOW-INCOME FAMILIES TYPICALLY HAVE ACCESS TO HEALTH INSURANCE AND HEALTH CARE THROUGH MEDICAID, THEY ARE NOT NECESSARILY RECEIVING ESSENTIAL PREVENTIVE SERVICES NECESSARY TO REACH DEVELOPMENTAL MILESTONES. CI CONVENED A TECHNICAL WORK GROUP AND DEVELOPED RECOMMENDATIONS FOR A QUALITY METRIC TO INCENT OREGON'S PUBLICLY FUNDED HEALTH CARE DELIVERY SYSTEM AND ITS HEALTH CARE PROVIDERS TO BETTER ADDRESS THE HEALTH ASPECTS OF KINDERGARTEN READINESS AND BEGIN TO PROACTIVELY ADDRESS SOCIAL EMOTIONAL HEALTH FOR YOUNG CHILDREN. IN ADDITION, CI IS INVESTIGATING WHETHER MAKING STRONG CONNECTIONS BETWEEN EARLY HEALTH AND EARLY LEARNING IN ITS TWO EARLY WORKS COMMUNITIES IS AN EFFECTIVE POLICY STRATEGY TO IMPROVE CHILD AND FAMILY OUTCOMES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,856,657 | 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 | 0 | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 24 | 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 (22 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN TAPOGNA | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIGNON MAZIQUE | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANA CRUZ | ||||||||
| TREASURER/SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CEDRIC BERRY | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BRUML | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW CHAPMAN | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RONDA FRITZ | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB HARDING | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NAJIA HYDER | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARISSA KAISER | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA KERR | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE MANCINI | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE RUSSELL | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE YOUNG | ||||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS TEBBEN | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NATALIE VEGA O'NEIL | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NAN WALLER | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE SHELLHART | ||||||||
| CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $124,400 | $0 | $10,898 | |||
| KAREN TWAIN | ||||||||
| INTERIM PRESIDENT AND CEO/DIRECTOR OF PROGRAMS | 40.00 | Yes (X) | $200,578 | $0 | $8,095 | |||
| DANA HEPPER | ||||||||
| DIRECTOR OF POLICY AND ADVOCACY | 40.00 | $134,904 | $0 | $5,416 | Yes (X) | |||
| MARINA MERRILL | ||||||||
| DIRECTOR OF RESEARCH AND STRATEGY | 40.00 | $100,184 | $0 | $14,046 | Yes (X) | |||
| SWATI ADARKAR | ||||||||
| FORMER PRESIDENT AND CEO | 0.00 | $183,371 | $0 | $3,964 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $743,437 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,419 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | $311,334 |
| OREGON HEALTH AND SCIENCES UNIVERSITY | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 972393098 | HEALTH METRIC SUPPORT | $116,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,403,027 | AllOtherContributionsAmt |
| Total Contributions | $1,403,027 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,921 | TotalRevenueColumnAmt |
| Exclusion | $26,921 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,655,097 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,614,943 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,154 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,154 | TotalRevenueColumnAmt |
| Exclusion | $40,154 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $902 | TotalRevenueColumnAmt |
| Exclusion | $902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $902 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,471,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,977 | 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 | $327,599 | TotalAmt |
| Program Services | $327,599 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,971 | TotalAmt |
| Program Services | $284,042 | ProgramServicesAmt |
| Management And General | $29,904 | ManagementAndGeneralAmt |
| Fundraising | $30,025 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,493 | TotalAmt |
| Program Services | $1,119,330 | ProgramServicesAmt |
| Management And General | $117,844 | ManagementAndGeneralAmt |
| Fundraising | $118,319 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,555 | TotalAmt |
| Program Services | $41,747 | ProgramServicesAmt |
| Management And General | $4,395 | ManagementAndGeneralAmt |
| Fundraising | $4,413 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,363 | TotalAmt |
| Program Services | $89,483 | ProgramServicesAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
| Fundraising | $9,459 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,397 | TotalAmt |
| Program Services | $103,549 | ProgramServicesAmt |
| Management And General | $10,902 | ManagementAndGeneralAmt |
| Fundraising | $10,946 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484 | TotalAmt |
| Management And General | $1,484 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,040 | TotalAmt |
| Management And General | $15,040 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,151 | TotalAmt |
| Program Services | $305,180 | ProgramServicesAmt |
| Management And General | $117,000 | ManagementAndGeneralAmt |
| Fundraising | $50,971 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,427 | TotalAmt |
| Program Services | $95,307 | ProgramServicesAmt |
| Management And General | $11,663 | ManagementAndGeneralAmt |
| Fundraising | $35,457 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,452 | TotalAmt |
| Program Services | $27,909 | ProgramServicesAmt |
| Management And General | $4,872 | ManagementAndGeneralAmt |
| Fundraising | $3,671 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,644 | TotalAmt |
| Program Services | $78,701 | ProgramServicesAmt |
| Management And General | $9,825 | ManagementAndGeneralAmt |
| Fundraising | $8,118 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,269 | TotalAmt |
| Program Services | $14,597 | ProgramServicesAmt |
| Management And General | $1,922 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,593 | TotalAmt |
| Program Services | $6,186 | ProgramServicesAmt |
| Management And General | $769 | ManagementAndGeneralAmt |
| Fundraising | $638 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748 | TotalAmt |
| Program Services | $7,942 | ProgramServicesAmt |
| Management And General | $987 | ManagementAndGeneralAmt |
| Fundraising | $819 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVALUATION AND DATA COL | $311,334 | $311,334 | ||
| EVENT EXPENSES | $36,929 | $18,772 | $873 | $17,284 |
| EQUIPMENT AND MAINTENAN | $30,545 | $24,979 | $1,788 | $3,778 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,506,494 | TotalAmt |
| Program Services | $2,856,657 | ProgramServicesAmt |
| Management And General | $355,189 | ManagementAndGeneralAmt |
| Fundraising | $294,648 | 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 | $1,197,692 | BOYAmt |
| EOY | $2,352,719 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096,397 | BOYAmt |
| EOY | $2,219,166 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,416 | BOYAmt |
| EOY | $56,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,867 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,185 | BOYAmt |
| EOY | $13,592 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,611,282 | BOYAmt |
| EOY | $3,082,530 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,963,172 | BOYAmt |
| EOY | $7,724,323 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,327 | BOYAmt |
| EOY | $302,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,327 | BOYAmt |
| EOY | $302,461 | 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 | $1,456,142 | BOYAmt |
| EOY | $1,899,974 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,941,703 | BOYAmt |
| EOY | $5,521,888 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,397,845 | BOYAmt |
| EOY | $7,421,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,963,172 | BOYAmt |
| EOY | $7,724,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,035,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,507 | 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 | $2,618,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,006,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,979,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,600,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,403,027 | CurrentTaxYearAmt |
| Total | $18,609,072 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,618,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,006,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,979,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,600,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,403,027 | CurrentTaxYearAmt |
| Total | $18,609,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,139,814 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,469,258 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,921 | CurrentTaxYearAmt |
| Total | $212,600 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $902 | CurrentTaxYearAmt |
| Total | $7,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,829,178 | TotalSupportAmt |
| Public Support CY170 | 0.44980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42600 | 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 | $33,503 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,503 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,178,343 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,211,846 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $310,592 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $77,648 | 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 | $268,901 | CurrentYearMinus3Amt |
| Current Year Minus2 | $283,065 | CurrentYearMinus2Amt |
| Current Year Minus1 | $314,617 | CurrentYearMinus1Amt |
| Current Year | $310,592 | CurrentYearAmt |
| Total | $1,177,175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,765,763 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,396 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,056 | CurrentYearMinus2Amt |
| Current Year Minus1 | $20,504 | CurrentYearMinus1Amt |
| Current Year | $33,503 | CurrentYearAmt |
| Total | $101,459 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $67,225 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,766 | CurrentYearMinus2Amt |
| Current Year Minus1 | $78,654 | CurrentYearMinus1Amt |
| Current Year | $77,648 | CurrentYearAmt |
| Total | $294,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $441,440 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,217 | DepreciationAmt |
| Book Value | $1,474 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,650 | DepreciationAmt |
| Book Value | $12,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,592 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,530,511 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $59,507 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $59,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,471,004 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,471,004 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,506,494 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,506,494 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,506,494 | 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) | $111,086 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| FOREST GROVE SCHOOL DISTRICT | ||||||||
| 1728 MAIN STREET | FOREST GROVE | OR | 97116 | 930566292 | 170(C)(1) | $92,532 | $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) | $20,500 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| SCAPPOOSE SCHOOL DISTRICT | ||||||||
| 33589 SE HIGH SCHOOL WAY | SCAPPOOSE | OR | 97056 | 930561782 | 170(C)(1) | $39,500 | $0 | SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM |
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN TWAIN | ||||||||||||||
| INTERIM PRESIDENT AND CEO/DIRECTOR O | $193,328 | $0 | $7,250 | $0 | $0 | $0 | $8,095 | $0 | $0 | $0 | $208,673 | $0 | $0 | $0 |
| SWATI ADARKAR | ||||||||||||||
| FORMER PRESIDENT AND CEO | $183,371 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,964 | $0 | $187,335 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SWATI ADARKAR - $187,335 | ExplanationTxt |
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 | WITH EVERY NEW EMPLOYEE, CHILDREN'S INSTITUTE UNDERTAKES AN INFORMAL DATA COLLECTION OF WAGE INFORMATION OF COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS, IN ADDITION, WE HAVE USED SURVEY DATA COMPILED BY OUTSIDE SOURCES AS A GUIDE, THE BOARD OF DIRECTORS PROVIDES AN ANNUAL REVIEW OF THE CEO, THE CEO WITH THE CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER PROVIDES AN ANNUAL WRITTEN AND VERBAL REVIEW OF KEY EMPLOYEES. |
| 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 188,680. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 50,971. TOTAL EXPENSES 239,651. HR/RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 117,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,000. HEALTH METRIC SUPPORT: PROGRAM SERVICE EXPENSES 116,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,500. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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