2022-06-28T13:58:00-05:00 2021-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-01-01 931095351 THE CAMPBELL INSTITUTE CAMP 5032199034 1411 SW MORRISON STREET 205 PORTLAND OR 97205 CAROLE SHELLHART CHIEF FINANCIAL OFFICER / COO 5032199034 2022-06-23 1 CAROLE SHELLHART 999009999 GERARD DEBLOIS P01287653 5032270581 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z THE CHILDREN'S INSTITUTE CAROLE SHELLHART 1411 SW MORRISON STREET 205 PORTLAND OR 97205 3085947 0 X CHILDINST.ORG X 2003 OR MOVE RESEARCH TO ACTION BY PROMOTING COST-EFFECTIVE PUBLIC AND PRIVATE INVESTMENTS IN OUR YOUNGEST CHILDREN PRENATAL THROUGH THIRD GRADE. 14 14 24 17 0 0 3600954 1403027 0 0 50644 67075 2775 902 3654373 1471004 264033 327599 0 0 2262557 1983779 0 0 294648 1049833 1195116 3576423 3506494 77950 -2035490 9963172 7724323 565327 302461 9397845 7421862 X 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. 0 0 557279 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. 2025676 327599 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. 273702 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. 2856657 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 25 0 24 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 JOHN TAPOGNA CHAIR 5.00 X X 0 0 0 MIGNON MAZIQUE VICE CHAIR 3.00 X X 0 0 0 DIANA CRUZ TREASURER/SECRETARY 3.00 X X 0 0 0 CEDRIC BERRY BOARD MEMBER 3.00 X 0 0 0 JENNIFER BRUML BOARD MEMBER 3.00 X 0 0 0 MATTHEW CHAPMAN BOARD MEMBER 3.00 X 0 0 0 RONDA FRITZ BOARD MEMBER 3.00 X 0 0 0 BOB HARDING BOARD MEMBER 3.00 X 0 0 0 NAJIA HYDER BOARD MEMBER 3.00 X 0 0 0 MARISSA KAISER BOARD MEMBER 3.00 X 0 0 0 SARA KERR BOARD MEMBER 3.00 X 0 0 0 JULIE MANCINI BOARD MEMBER 3.00 X 0 0 0 GEORGE RUSSELL BOARD MEMBER 3.00 X 0 0 0 JULIE YOUNG IMMEDIATE PAST CHAIR 3.00 X 0 0 0 CHRIS TEBBEN BOARD MEMBER 3.00 X 0 0 0 NATALIE VEGA O'NEIL BOARD MEMBER 3.00 X 0 0 0 NAN WALLER BOARD MEMBER 3.00 X 0 0 0 CAROLE SHELLHART CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER 40.00 X 124400 0 10898 KAREN TWAIN INTERIM PRESIDENT AND CEO/DIRECTOR OF PROGRAMS 40.00 X 200578 0 8095 DANA HEPPER DIRECTOR OF POLICY AND ADVOCACY 40.00 X 134904 0 5416 MARINA MERRILL DIRECTOR OF RESEARCH AND STRATEGY 40.00 X 100184 0 14046 SWATI ADARKAR FORMER PRESIDENT AND CEO 0.00 X 183371 0 3964 743437 0 42419 5 1 1 0 PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 OPINION AND EVALUATION 311334 OREGON HEALTH AND SCIENCES UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 972393098 HEALTH METRIC SUPPORT 116500 2 1403027 1403027 26921 26921 1655097 1614943 40154 40154 40154 MISCELLANEOUS INCOME 902 902 902 1471004 0 0 67977 X 327599 327599 343971 284042 29904 30025 1355493 1119330 117844 118319 50555 41747 4395 4413 108363 89483 9421 9459 125397 103549 10902 10946 1484 1484 15040 15040 16500 16500 473151 305180 117000 50971 142427 95307 11663 35457 36452 27909 4872 3671 96644 78701 9825 8118 17269 14597 1922 750 7593 6186 769 638 9748 7942 987 819 EVALUATION AND DATA COL 311334 311334 EVENT EXPENSES 36929 18772 873 17284 EQUIPMENT AND MAINTENAN 30545 24979 1788 3778 3506494 2856657 355189 294648 200 200 1197692 2352719 4096397 2219166 36416 56116 70459 56867 21185 13592 4611282 3082530 9963172 7724323 565327 302461 565327 302461 X 1456142 1899974 7941703 5521888 9397845 7421862 9963172 7724323 -2035490 59507 0 X X 0 1 X 1 0 X 2618888 9006918 1979285 3600954 1403027 18609072 2618888 9006918 1979285 3600954 1403027 18609072 10139814 8469258 27213 34662 74195 49609 26921 212600 3829 2775 902 7506 18829178 0.44980 0.42600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33503 33503 3178343 3211846 310592 77648 0 0 268901 283065 314617 310592 1177175 1765763 17396 30056 20504 33503 101459 67225 70766 78654 77648 294293 441440 27691 26217 1474 42768 30650 12118 13592 X 1530511 59507 59507 1471004 0 1471004 3506494 0 3506494 0 3506494 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) 111086 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM FOREST GROVE SCHOOL DISTRICT 1728 MAIN STREET FOREST GROVE OR 97116 930566292 170(C)(1) 92532 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) 20500 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM SCAPPOOSE SCHOOL DISTRICT 33589 SE HIGH SCHOOL WAY SCAPPOOSE OR 97056 930561782 170(C)(1) 39500 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM 5 0 PART I, LINE 2: THE ORGANIZATION REQUIRES REPORTING ON GRANT USE. X X X X 1 0 0 0 0 0 0 0 0 KAREN TWAIN INTERIM PRESIDENT AND CEO/DIRECTOR O 193328 0 7250 0 0 0 8095 0 0 0 208673 0 0 0 SWATI ADARKAR FORMER PRESIDENT AND CEO 183371 0 0 0 0 0 0 0 3964 0 187335 0 0 0 PART I, LINE 4A SWATI ADARKAR - $187,335 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.