2022-02-21T10:42:47-06:00 2021-09-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2020-10-01 203770321 FRIENDS OF SATURDAY ACADEMY FRIE 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 ELIZABETH SILBERG INTERIM EXECUTIVE DIRECTOR 5032005858 2022-02-21 ELIZABETH SILBERG 999009999 YEE LEE MCGEE P01294356 5032222515 2022-02-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SATURDAY ACADEMY ELIZABETH SILBERG 5000 N WILLAMETTE BLVD PORTLAND OR 97203 954486 0 X WWW.SATURDAYACADEMY.ORG X 2005 OR SATURDAY ACADEMY INSPIRES YOUNG PEOPLE TO EXPLORE THEIR WORLD THROUGH HANDS-ON LEARNING WITH COMMUNITY EXPERTS THROUGH CLASSES, CAMPS, WORKSHOPS AND HIGH SCHOOL INTERNSHIPS. OUR GOAL IS TO REINFORCE THE JOY OF LEARNING, ASSIST YOUNG PEOPLE IN DEVELOPING INTELLECTUALLY AND TO HELP THEM PREPARE FOR REWARDING CAREERS. WE STRIVE TO MAKE OUR EXPERIENCES AVAILABLE TO ALL STUDENTS WHO SEEK THEM, AND INCLUDE THOSE WHO MIGHT NOT OTHERWISE PARTICIPATE. WE VALUE ALL LEARNING AND OFFER EXPERIENCES IN MANY DISCIPLINES. WE EMPHASIZE SCIENCE, TECHNOLOGY, ENGINEERING AND MATH, BECAUSE OF THE RAPID RATE OF CHANGE IN THESE FIELDS AND THEIR ESSENTIAL ROLE IN MODERN LIFE. 19 18 86 26 0 0 558902 573319 363919 344167 23621 12707 6318 16071 952760 946264 72129 99108 0 0 834552 673288 0 18900 168117 356541 213913 1263222 1005209 -310462 -58945 1748046 1827380 35393 31616 1712653 1795764 X SATURDAY ACADEMY DEVELOPS CREATIVE, CONFIDENT, AND CURIOUS CRITICAL THINKERS BY ENGAGING STUDENTS IN SOCIALLY CONSCIOUS AND EQUITABLE SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATH EXPERIENCES. WE SPARK CURIOSITY, CONNECT OUR COMMUNITY, AND EMPOWER STUDENTS TO BECOME THE INNOVATIVE THINKERS AND PROBLEM SOLVERS OF THE NEXT GENERATION. 0 0 399052 35108 198487 CLASSES & CAMPS: CLASSES AND CAMPS HAVE COMMUNITY PROFESSIONALS TEACH HIGHLY ENGAGING CLASSES IN AREAS RANGING FROM ROBOTICS AND WEB DESIGN TO ARCHITECTURE AND WRITING. CLASSES HAVE A MAXIMUM ENROLLMENT OF 12 STUDENTS IN PERSON OR 15 STUDENTS ONLINE TO FOSTER IN-DEPTH CONTACT BETWEEN THE INSTRUCTOR AND THE STUDENTS. SATURDAY ACADEMY ALSO COLLABORATES WITH MANY SCHOOL DISTRICTS AND COMMUNITY ORGANIZATIONS TO OFFER SPECIALIZED PROGRAMMING AND FREE CLASSES/CAMPS TO UNDERREPRESENTED, UNDERSERVED, AND LOW-INCOME CHILDREN. THIS PROGRAM OFFERED MORE THAN 240 VIRTUAL AND IN-PERSON CLASSES AND CAMPS THIS YEAR, SERVING OVER 1500 STUDENTS. 206414 64000 145680 APPRENTICESHIPS IN SCIENCE AND ENGINEERING:THE APPRENTICESHIPS IN SCIENCE AND ENGINEERING (ASE) PROGRAM PLACES HIGH SCHOOL STUDENTS IN EIGHT-WEEK, FULL TIME SUMMER INTERNSHIPS WITH A MENTOR IN A BUSINESS, GOVERNMENT AGENCY, OR UNIVERSITY LABORATORY WHOSE WORK IS IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, OR MATH. APPLICANTS (OVER 400 STUDENTS ANNUALLY) HAVE WORKSHOP OPPORTUNITIES TO LEARN COLLEGE AND JOB-FINDING SKILLS SUCH AS CRAFTING AN ESSAY, COVER LETTER, OR BEING INTERVIEWED. DURING THE INTERNSHIPS, STUDENTS ARE EXPOSED PROFESSIONAL STEM CAREERS, ENABLING THEM TO MAKE CHOICES ABOUT HIGH SCHOOL CLASSES, COLLEGE, AND CAREER TRAJECTORIES. THIS PROGRAM EXECUTED 69 INTERNSHIPS IN FY21. 25625 0 GIRLS ENGAGE TECHNOLOGY:SATURDAY ACADEMY ALSO PROVIDES THE GIRLS ENGAGE TECHNOLOGY (GET) PROGRAM; A COLLABORATION WITH THE GIRL SCOUTS OF AMERICA AND OTHER NONPROFITS THAT SERVE GIRLS LEARNING IN GROUPS. LEARNING MODULES IN COMPUTER PROGRAMMING AND ELECTRONIC GAMES IN FY21. GET'S GOAL IS TO GIVE YOUNGER GIRLS A POSITIVE TECHNOLOGY AND ENGINEERING EXPERIENCE AS WELL AS FOLLOW UP OPPORTUNITIES TO INCREASE THE NUMBER OF WOMEN IN THE TECHNOLOGY FIELDS. 631091 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 86 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X THE ORGANIZATION 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 STEPHANIE SALOMONE PHD DIRECTOR 0.30 X 0 84192 24714 EILEEN BOERGER CHAIR 1.00 X X 0 0 0 ELIZABETH SILBERG VICE CHAIR 1.00 X X 0 0 0 JAY LANDSTROM BSEE TREASURER AND SECRETARY 1.00 X X 0 0 0 IAN CHRISTY DIRECTOR 1.00 X 0 0 0 JANET DAVIDSON PHD DIRECTOR 1.00 X 0 0 0 JANE DELUCA DIRECTOR 1.00 X 0 0 0 DAVIANNE DUARTE PHD DIRECTOR 1.00 X 0 0 0 KASSIM FERRIS JD DIRECTOR 1.00 X 0 0 0 REBECCA GOLDCRUMP DIRECTOR 1.00 X 0 0 0 ELEONORA JUAREZ DIRECTOR 1.00 X 0 0 0 LAURA KUBISIAK MBA DIRECTOR 1.00 X 0 0 0 TAYLOR LARSON CPA DIRECTOR 1.00 X 0 0 0 JAMES MCINTYRE BS DIRECTOR 1.00 X 0 0 0 DYLAN MCNAMEE PHD DIRECTOR 1.00 X 0 0 0 PRATIMA GN RAO PHD DIRECTOR 1.00 X 0 0 0 DAVID SQUIRE MSEE DIRECTOR 1.00 X 0 0 0 ADAM TUCKER MBA DIRECTOR 1.00 X 0 0 0 HAZEL VALDEZ DIRECTOR 1.00 X 0 0 0 ANDRE WALCOTT PHD DIRECTOR 1.00 X 0 0 0 JACKIE WIRZ PHD EXECUTIVE DIRECTOR 40.00 X 55115 0 3265 55115 84192 27979 0 0 0 0 0 74169 52095 447055 573319 TUITION INCOME 611600 344167 344167 344167 12707 12707 18000 18000 4652 74169 8222 -3570 -3570 MISCELLANEOUS 900099 1641 1641 1641 946264 344167 0 28778 99108 99108 98263 19653 54045 24565 466997 317909 68606 80482 9889 6875 1279 1735 55981 32876 12376 10729 42158 24640 9421 8097 25982 4885 19524 1573 18900 18900 43832 16648 23390 3794 18781 18595 186 16779 11787 1241 3751 18785 11717 3775 3293 599 426 96 77 1094 1094 416 416 99 99 37370 22459 7892 7019 17794 11100 3595 3099 MISCELLANEOUS 22163 20684 662 817 PROGRAM RENTALS 10219 10219 1005209 631091 206001 168117 23345 9969 518120 525240 17700 0 22450 11025 22538 13294 443860 271541 188108 172319 629051 668706 326734 426827 1748046 1827380 27378 31616 8015 0 35393 31616 X 1180745 1224976 531908 570788 1712653 1795764 1748046 1827380 X -58945 33178 108878 X 0 1 X 1 0 X 628406 762226 782429 558902 573319 3305282 1145536 1184640 1096058 363919 344167 4134320 1773942 1946866 1878487 922821 917486 7439602 56136 58515 241731 40970 173735 571087 0 56136 58515 241731 40970 173735 571087 6868515 26779 38846 52024 41621 30707 189977 26779 38846 52024 41621 30707 189977 1119 1284 1708 1877 1641 7629 1801840 1986996 1932219 966319 949834 7637208 0.89930 0.92900 0.02490 0.02060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 1,119. 2017 AMOUNT: $ 1,284. 2018 AMOUNT: $ 1,708. 2019 AMOUNT: $ 1,877. 2020 AMOUNT: $ 1,641. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212288 65633 8785 269136 210088 10869 8669 212288 210198 8341 8451 210088 196576 6050 15956 8384 210198 183246 550 21177 8397 196576 1.00000 1 0 443860 271541 172319 172319 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 269136 BENEFICIAL INTEREST IN TRUST HELD BY OTHERS 157691 426827 1087020 33178 33808 108878 175864 911156 35108 35108 946264 1003909 33808 33808 970101 35108 35108 1005209 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR LONG-TERM INVESTMENT. EARNINGS FROM THE PERMANENT ENDOWMENT ARE RESTRICTED BY DONORS FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OCF 65,633. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS 43,245. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 35,108. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 35,108. X X X 1 HANADA WRITES LLC 4405 SUNDEW COURT LAKE OSWEGO OR 97035 GRANT WRITER 0 0 18900 0 18900 OR DISCOVERY EVENT 78821 74169 4652 8222 78821 74169 4652 8222 8222 -3570 1 INTERNSHIP STIPENDS 69 64000 SCHOLARSHIPS 151 35108 FMV SATURDAY ACADEMY TUITION ASSISTANCE PART I, LINE 2: THE ASE PROGRAM PLACES HIGHLY QUALIFIED HIGH SCHOOL STUDENTS IN SUMMER INTERNSHIPS IN STEM FIELDS. TO OFFSET THE COSTS INCURRED BY THESE STUDENTS, THE ORGANIZATION PROVIDES STIPENDS. STIPENDS ARE PAID IN 2 OR 3 INSTALLMENTS OVER THE COURSE OF THE SUMMER, AND STUDENTS MUST BE MAKING SATISFACTORY PROGRESS ON THEIR INTERNSHIP TO RECEIVE FUNDS. SCHOLARSHIPS CONSISTS OF VOUCHERS (FREE CLASS) AND TUITION ASSISTANCE (UP TO 80% OF THE COST OF THE CLASS) AND ARE BASED ON FAMILY INCOME LEVEL. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS THE UNIVERSITY OF PORTLAND, AN OREGON NON-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER IS ENTITLED TO VOTE ON ANY MATTER THAT MAY BE SUBMITTED TO IT FOR VOTE, AND HAS THE RIGHT TO APPOINT OR REMOVE ANY DIRECTOR OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW, AND IS FORMALLY APPROVED BY THE EXECUTIVE DIRECTOR, FINANCE COMMITTEE CHAIR, AND BOARD CHAIR PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, PARTICULARLY COMMITTEE CHAIRS, AND THE EXECUTIVE DIRECTOR REMAIN ALERT TO POTENTIAL CONFLICTS AND POINT THEM OUT TO MEMBERS. IMPACTED MEMBERS ARE EXPECTED TO, AND DO, DECLARE CONFLICTS OR POTENTIAL CONFLICTS WHEN THEY ARISE, AND RECUSE THEMSELVES FROM VOTING ON ISSUES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS OBTAINS AND REVIEWS COMPARABILITY DATA IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE BOARD'S DECISION IS FORMALLY DOCUMENTED IN A LETTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OCF 65,633. NET INCREASE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 43,245. UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 COLLEGE OR 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0