2025-08-07T13:49:38-05:00 2024-09-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-10-01 203770321 FRIENDS OF SATURDAY ACADEMY FRIE 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 BRIANNA MCCOY EXECUTIVE DIRECTOR 5032005858 2025-08-07 1 YEE LEE MCGEE P01294356 5032222515 2023 2025-03-06 01:10:19Z SATURDAY ACADEMY BRIANNA MCCOY 5000 N WILLAMETTE BLVD PORTLAND OR 97203 1207976 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. 13 11 25 80 0 0 375609 870093 382956 284422 18331 19987 921 9318 777817 1183820 192253 124035 0 0 760824 664951 22406 16279 116909 272908 191770 1248391 997035 -470574 186785 1486136 1408907 386662 30340 1099474 1378567 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 402988 7517 174492 YOUTH PROGRAMS - SUMMER CAMP AND DAYS OFF WORKSHOPS: FULL-DAY, FULL-WEEK SUMMER CAMP PROGRAM OFFERED. 24 CAMPS RAN SERVING K-12 GRADE STUDENTS AND TWO DAYS OFF FOR A TOTAL OF 168 INDIVIDUAL STUDENTS. SATURDAY ACADEMY PROVIDE $7,000 IN SCHOLARSHIP SUPPORT AND TUITION ASSISTANCE. CAMPS AND DAYS OFF TOOK PLACE AT THE UNIVERSITY OF PORTLAND. 255319 58900 109930 CAREER PATHWAYS - ASE: THE APPRENTICESHIPS IN SCIENCE AND ENGINEERING (ASE) PROGRAM PLACES HIGH SCHOOL STUDENTS IN EIGHT-WEEK, PART TO 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 57 INTERNSHIPS IN FY24. 57618 57618 YOUTH PROGRAMS - SCHOOL RESIDENCY PROGRAM AND CLASSES: OFFERED 32 AFTER-SCHOOL RESIDENCY'S IN 23 SCHOOLS ACROSS 5 DISTRICTS IN OREGON AND SW WASHINGTON. ADDITIONALLY SATURDAY ACADEMY OFFERED 6 CLASSES ON-SITE AT UNIVERSITY OF PORTLAND SERVING 38 STUDENTS. SATURDAY ACADEMY SERVED 414 STUDENTS THROUGH THESE EFFORTS WITH 77% OF THEIR STUDENTS REPRESENTING HISTORICALLY AND SYSTEMICALLY EXCLUDED COMMUNITIES. 715925 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 11 0 0 1 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 KEN PIFER DIRECTOR 1.00 40.00 X 0 155525 30204 STEPHANIE SALOMONE PHD BOARD VICE PRESIDENT 1.00 40.00 X X 0 154523 29707 DYLAN MCNAMEE PHD BOARD PRESIDENT 1.00 X X 0 0 0 EILEEN BOERGER BOARD VICE PRESIDENT 1.00 X X 0 0 0 HAZEL VALDEZ BOARD SECRETARY 1.00 X X 0 0 0 MARCEL JONKER BOARD SECRETARY 1.00 X X 0 0 0 REBECCA GOLDCRUMP BOARD TREASURER 1.00 X X 0 0 0 TAYLOR LARSON CPA BOARD TREASURER 1.00 X X 0 0 0 ELISE BURKE DIRECTOR 1.00 X 0 0 0 IAN CHRISTY DIRECTOR 1.00 X 0 0 0 JANE DELUCA DIRECTOR 1.00 X 0 0 0 KASSIM FERRIS JD DIRECTOR 1.00 X 0 0 0 KIM KONO DIRECTOR 1.00 X 0 0 0 JAY LANDSTROM BSEE DIRECTOR 1.00 X 0 0 0 PRATIMA GN RAO PHD DIRECTOR 1.00 X 0 0 0 HAYLEY SHAUKLAS DIRECTOR 1.00 X 0 0 0 LARRY SHERMAN DIRECTOR 1.00 X 0 0 0 DAVID SQUIRE MSEE DIRECTOR 1.00 X 0 0 0 JENESSA STIEGLITZ DIRECTOR 1.00 X 0 0 0 BRIANNA MCCOY EXECUTIVE DIRECTOR 40.00 X 85643 0 13021 85643 310048 72932 0 0 1 0 0 79508 348361 442224 4278 870093 TUITION INCOME 611600 284422 284422 284422 19987 19987 18000 18000 12664 79508 23556 -10892 -10892 2250 600 1650 1650 MISCELLANEOUS 900099 560 560 560 1183820 284422 0 29305 57618 57618 66417 66417 111720 22344 55860 33516 462937 403386 21701 37850 4737 3338 732 667 29179 25855 996 2328 56378 42345 7299 6734 975 532 311 132 30359 30359 16279 16279 43697 16655 23897 3145 9530 9128 360 42 10046 6743 1636 1667 28781 16607 6530 5644 4744 4744 5006 4929 69 8 31527 21649 4534 5344 15779 10835 2269 2675 MISCELLANEOUS 11326 7544 2904 878 997035 715925 164201 116909 17768 27001 321665 276416 15853 86839 20000 10069 5429 8739 455581 381065 106043 74516 623818 493003 375560 432324 1486136 1408907 24541 16807 362121 13533 386662 30340 X 636851 880229 462623 498338 1099474 1378567 1486136 1408907 X 186785 25512 66796 X 0 1 X 1 0 X 558902 573319 764393 375609 870093 3142316 363919 344167 365653 382956 284422 1741117 922821 917486 1130046 758565 1154515 4883433 40970 173735 75265 24226 32984 347180 0 40970 173735 75265 24226 32984 347180 4536253 41621 30707 33233 37006 37987 180554 41621 30707 33233 37006 37987 180554 1877 1641 686 639 560 5403 966319 949834 1163965 796210 1193062 5069390 0.89480 0.86970 0.03560 0.03350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,877. 2020 AMOUNT: $ 1,641. 2021 AMOUNT: $ 686. 2022 AMOUNT: $ 639. 2023 AMOUNT: $ 560. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 241283 38831 10032 270082 230415 20463 9595 241283 269136 -29645 9076 230415 212288 65633 8785 269136 210088 10869 8669 212288 1.00000 1 0 455581 381065 74516 74516 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 270082 BENEFICIAL INTEREST IN TRUST HELD BY OTHERS 162242 432324 1242925 25512 31932 66796 124240 1118685 65135 65135 1183820 963832 31932 31932 931900 65135 65135 997035 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 38,831. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS 27,965. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOOL RESIDENCIES 57,618. SCHOLARSHIPS 7,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOOL RESIDENCIES 57,618. SCHOLARSHIPS 7,517. X X X 1 COGEO INC 333 NE HANDCOCK STREET SUITE 13 PORTLAND OR 97212 GRANT WRITER 0 0 16279 0 16279 OR DISCOVERY EVENT 92172 79508 12664 1321 10944 4320 6971 92172 79508 12664 1321 10944 4320 6971 23556 -10892 1 INTERNSHIP STIPENDS 56 58900 SCHOLARSHIPS 28 7517 FMV SATURDAY ACADEMY TUITION ASSISTANCE PART I, LINE 2: SATURDAY ACADEMY RESIDENCIES (FORMERLY SA2U) BRINGS SMALL CLASS SIZES AND PROJECT-BASED, CURIOSITY-DRIVEN CONTENT ALLOWS INSTRUCTORS TO MEET STUDENTS WHERE THEY ARE AT. THERE ARE A VARIETY OF APPLIED TOPICS TO CHOOSE FROM SUCH AS MATH, WRITING, BIOLOGY, MEDICAL, TECH, ENGINEERING, ART, OR SPEECH AND DEBATE. OUR AVAILABLE RESIDENCIES NOW INCLUDE ONLINE AND IN-PERSON OPTIONS. GRANT FUNDING IS AVAILABLE FOR TITLE 1 SCHOOLS AND COMMUNITY BASED ORGANIZATIONS AND TUITION ASSISTANCE IS ALSO AVAILABLE TO STUDENTS IN ALL OF OUR CLASSES. RESIDENCIES: * ARE OPEN TO STUDENTS ATTENDING THE SCHOOL, ORGANIZATION OR GROUP HOSTING THE CLASS. * ARE PROJECT-BASED, IN-DEPTH CLASSES THAT OFFER APPLICATION OF STEAM CONCEPTS IN A SUPPORTIVE ENVIRONMENT. * HAVE NO REQUIRED TESTS, HOMEWORK OR GRADES. * ARE GENERALLY SMALL WITH 5-15 STUDENTS PER INSTRUCTOR. * CAN BE TAILORED TO ACCOMMODATE SPECIFIC NEEDS, INTERESTS AND LEARNING GOALS. * ARE TAUGHT BY CONTENT-AREA EXPERTS. * SUPPORT STUDENTS IN DEVELOPING SKILLS NEEDED TO MEET NEXT GENERATION SCIENCE STANDARDS. INTERNSHIPS: 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. TUITION ASSISTANCE: 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. 0 0 0 0 0 0 0 0 0 KEN PIFER DIRECTOR 0 155387 0 0 0 138 0 8042 0 22162 0 185729 0 0 STEPHANIE SALOMONE PHD BOARD VICE PRESIDENT 0 154433 0 0 0 90 0 7720 0 21987 0 184230 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ACADEMY WAS ORIGINALLY STRUCTURED WITH THE UNIVERSITY OF PORTLAND AS THE SOLE MEMBER. ON AUGUST 8, 2024, THE UNIVERSITY OF PORTLAND RESIGNED AS THE SOLE MEMBER AND THE ACADEMY IS NOW AN INDEPENDENT ENTITY WITH NO MEMBER OR AFFILIATED ORGANIZATIONS. THE ACADEMY UPDATED THE BYLAWS TO REMOVE REFERENCES OF THE UNIVERSITY OF PORTLAND AS THE SOLE MEMBER AND REFLECT THE RESTRUCTURE OF THE ACADEMY AS AN INDEPENDENT ENTITY WITH NO MEMBER OR AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY WAS ORIGINALLY STRUCTURED WITH THE UNIVERSITY OF PORTLAND, AN OREGON NON-PROFIT CORPORATION, AS THE SOLE MEMBER. ON AUGUST 8, 2024, THE UNIVERSITY OF PORTLAND RESIGNED AS THE SOLE MEMBER AND THE ACADEMY IS NOW AN INDEPENDENT ENTITY WITH NO MEMBER OR AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A PRIOR TO AUGUST 8, 2024, THE MEMBER WAS ENTITLED TO VOTE ON ANY MATTER THAT MAY BE SUBMITTED TO IT FOR VOTE, AND HAD THE RIGHT TO APPOINT OR REMOVE ANY DIRECTOR OF THE CORPORATION. THE SOLE MEMBER OF THE ACADEMY, THE UNIVERSITY OF PORTLAND, AN OREGON NON-PROFIT CORPORATION RESIGNED ON AUGUST 8, 2024 AND AS SUCH, THE ACADEMY IS NOW AN INDEPENDENT ENTITY WITH NO MEMBER OR AFFILIATED ORGANIZATIONS. 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 38,831. NET INCREASE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 27,965. 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 FORM 990, SCHEDULE R, PART II, LINE 1: THE ACADEMY WAS ORIGINALLY STRUCTURED WITH THE UNIVERSITY OF PORTLAND AS THE SOLE MEMBER. ON AUGUST 8, 2024, THE UNIVERSITY OF PORTLAND RESIGNED AS THE SOLE MEMBER AND THE ACADEMY IS NOW AN INDEPENDENT ENTITY WITH NO MEMBER OR AFFILIATED ORGANIZATIONS.