2021-03-22T15:59:44-05:00 2020-09-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2019-10-01 203770321 FRIENDS OF SATURDAY ACADEMY FRIE 5032005858 5000 N WILLAMETTE BLVD PORTLAND OR 97203 JACKIE WIRZ EXECUTIVE DIRECTOR 5032005858 2021-03-22 YEE LEE MCGEE P01294356 5032222515 2021-03-18 2019 2022-09-23 18:48:47Z SATURDAY ACADEMY JACKIE WIRZ 5000 N WILLAMETTE BLVD PORTLAND OR 97203 968233 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 17 168 27 0 0 782429 558902 1096058 363919 34024 23621 12218 6318 1924729 952760 199543 72129 0 0 1125279 834552 0 0 152251 524618 356541 1849440 1263222 75289 -310462 2079533 1748046 78079 35393 2001454 1712653 X SATURDAY ACADEMY STRIVES TO ENGAGE ALL MOTIVATED YOUNG PEOPLE, INCLUDING THOSE FROM UNDER-REPRESENTED COMMUNITIES, IN HANDS-ON, IN-DEPTH LEARNING BY CONNECTING THEM TO COMMUNITY EXPERTS AS EDUCATORS AND MENTORS. OUR VISION IS THAT ALL INTERESTED, PRE-COLLEGE STUDENTS IN OUR REGION WILL HAVE THE OPPORTUNITY TO INTERACT WITH COMMUNITY EXPERTS AND EXPERIENCE PROFESSIONAL ENVIRONMENTS IN WAYS THAT ASSIST THEM IN DEVELOPING INTELLECTUALLY AND PREPARING FOR REWARDING CAREERS. 0 0 674500 28140 232584 THE "CLASSES PROGRAM" IS THE CORE OF SATURDAY ACADEMY. COMMUNITY PROFESSIONALS TEACH HIGHLY ENGAGING CLASSES IN AREAS RANGING FROM ROBOTICS AND WEB DESIGN TO ARCHITECTURE AND WRITING. THE GOAL IS TO EXPOSE STUDENTS TO INNOVATIVE PROGRAMMING IN SCIENCE, TECHNOLOGY, ENGINEERING, MATH, AND HUMANITIES. MOST 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, PARENT TEACHER ASSOCIATIONS, AND COMMUNITY ORGANIZATIONS TO OFFER SPECIALIZED PROGRAMMING AND FREE AFTER-SCHOOL CLASSES TO LOW-INCOME CHILDREN. THIS PROGRAM SERVES APPROXIMATELY 2,000 STUDENTS EACH YEAR. 209475 43989 130945 THE APPRENTICESHIPS IN SCIENCE AND ENGINEERING (ASE) PROGRAM ADDRESSES THE NATION'S NEED FOR A TECHNOLOGICALLY SAVVY, WELL-EDUCATED AND DIVERSE WORKFORCE OF THE FUTURE. ASE 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 60 INTERNSHIPS IN FISCAL YEAR 2020. 27764 390 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 WEARABLE ELECTRONICS WERE PROVIDED TO OVER 300 GIRLS IN FISCAL YEAR 2020. COMMUNITY PROFESSIONALS PAIRED WITH TRAINED TEENS AS NEAR-PEER ROLE MODELS DELIVERED THE CURRICULA. 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. 911739 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 168 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 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 ERIC BARGER MBA CPA DIRECTOR 1.00 40.00 X 0 142658 37728 STEPHANIE SALOMONE PHD DIRECTOR 1.00 40.00 X 0 91973 31887 JERI JANOWSKY PHD EXECUTIVE DIRECTOR (THRU APRIL 2020) 40.00 X 105000 0 3585 EILEEN BOERGER MA CHAIR 1.00 X X 0 0 0 SUSAN SHUGERMAN MFA EDD VICE CHAIR 1.00 X X 0 0 0 ELIZABETH SILBERG BS TREASURER 1.00 X X 0 0 0 JAY LANDSTROM BSEE SECRETARY 1.00 X X 0 0 0 TODD BAUMAN JD DIRECTOR 1.00 X 0 0 0 IAN CHRISTY JD DIRECTOR 1.00 X 0 0 0 JANET DAVIDSON PHD DIRECTOR 1.00 X 0 0 0 DAVIANNE DUARTE PHD DIRECTOR 1.00 X 0 0 0 KASSIM GROSSMAN-FERRIS JD DIRECTOR 1.00 X 0 0 0 JAMES HUNTZICKER PHD 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 G N 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 JACKIE WIRZ PHD EXECUTIVE DIRECTOR (EFF. MAY 2020) 40.00 X 0 0 0 105000 234631 73200 1 0 1 0 0 72602 97616 388684 558902 TUITION INCOME 611600 363919 363919 363919 23621 23621 18000 18000 1914 72602 15473 -13559 -13559 MISCELLANEOUS 900099 1877 1877 1877 952760 363919 0 29939 72129 72129 124523 26149 67242 31132 561167 455373 42177 63617 13796 12006 341 1449 69642 52078 8376 9188 65424 48692 8050 8682 24908 6080 17950 878 84295 26008 39334 18953 23034 22135 660 239 74585 62169 3571 8845 23271 17940 2885 2446 4459 4152 162 145 36319 28781 3675 3863 17336 13463 2094 1779 PROGRAM RENTALS 48552 48552 MISCELLANEOUS 19782 16032 2715 1035 1263222 911739 199232 152251 4809 23345 566135 518120 165790 17700 23513 22450 23892 22538 467789 279681 216218 188108 732448 629051 346728 326734 2079533 1748046 34145 27378 43934 8015 78079 35393 X 1416580 1180745 584874 531908 2001454 1712653 2079533 1748046 X -310462 32986 -11325 X 0 1 X 1 0 X 712379 628406 762226 782429 558902 3444342 1368762 1145536 1184640 1096058 363919 5158915 2081141 1773942 1946866 1878487 922821 8603257 38182 56136 58515 241731 40970 435534 0 38182 56136 58515 241731 40970 435534 8167723 22226 26779 38846 52024 41621 181496 22226 26779 38846 52024 41621 181496 851 1119 1284 1708 1877 6839 2104218 1801840 1986996 1932219 966319 8791592 0.92900 0.92180 0.02060 0.01550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 851. 2016 AMOUNT: $ 1,119. 2017 AMOUNT: $ 1,284. 2018 AMOUNT: $ 1,708. 2019 AMOUNT: $ 1,877. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210088 10869 8669 212288 210198 8341 8451 210088 196576 6050 15956 8384 210198 183246 550 21177 8397 196576 176709 2910 11914 8287 183246 1.00000 1 0 467789 279681 188108 188108 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 212288 BENEFICIAL INTEREST IN TRUST HELD BY OTHERS 114446 326734 953781 32986 7500 -11325 29161 924620 28140 28140 952760 1242582 7500 7500 1235082 28140 28140 1263222 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 10,869. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS -22,194. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 28,140. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 28,140. DISCOVERY LUNCHEON 74516 72602 1914 1000 7015 2500 4958 74516 72602 1914 1000 7015 2500 4958 15473 -13559 1 INTERNSHIP STIPENDS 58 43989 SCHOLARSHIPS 198 28140 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. X X 0 0 0 0 0 0 0 0 0 ERIC BARGER MBA CPA DIRECTOR 0 142658 0 0 0 0 0 15587 0 22141 0 180386 0 0 PART I, LINE 3 EVERY FEW YEARS, THE SATURDAY ACADEMY BOARD OF DIRECTORS OBTAINS AND REVIEWS COMPARABILITY DATA OF SIMILAR SIZE INSTITUTIONS IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. 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 10,869. NET DECREASE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS -22,194. UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 COLLEGE OR 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0