2018-04-30T12:30:01-05:00 2017-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2016-07-01 930757378 OPEN SCHOOL INC OPEN 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 TERRY JOHNSON EXECUTIVE DIRECTOR 5039781935 2018-03-14 1 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2018-03-14 70.102.39.100 2018-03-14 17:52:45 PD P D5D27B004F9616F18DBFB8BDF50F66771E8E80D9 A5A6F1C0E07EDBEBF6E43D6E874CE1FF0144AD5F 2016 2021-01-29 14:40:06Z TERRY JOHNSON 7633 N WABASH AVENUE PORTLAND OR 97217 6135793 0 X OPENSCHOOLNW.ORG X 1971 OR THE MISSION IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH. 13 13 140 131 0 0 5298672 5951049 0 0 286294 3032 -42422 2652 5542544 5956733 24283 15927 0 0 3184609 3601529 0 6316 311591 932378 1586962 4141270 5210734 1401274 745999 9806485 10317448 1257710 1022674 8548775 9294774 X THE MISSION OF OPEN SCHOOL, INC. IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESULT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 0 1 1554866 6866 STEP UP PROGRAM:SCHOOL-YEAR TUTORING, MENTORING, LEADERSHIP DEVELOPMENT, ADVOCACY, AND SUMMER PROGRAM SERVICES, FOR STUDENTS ENROLLED AT ROOSEVELT HIGH SCHOOL, FRANKLIN HIGH SCHOOL, AND MADISON HIGH SCHOOL, WHO ARE IDENTIFIED AS NEEDING ACADEMIC AND SOCIAL SUPPORT TO SUCCEED IN THEIR PUBLIC HIGH SCHOOL. THE PROGRAM FOCUSES ON INTENSIVE ENGAGEMENT WITH INCOMING 9TH GRADERS, WITH CONTINUED SUPPORT THROUGH HIGH SCHOOL. STEP UP ENGAGES STUDENTS IN THE SUMMER PRIOR TO 9TH GRADE, AND FOCUSES ON FULL, TIMELY CREDIT ATTAINMENT, AND ACTIVE STUDENT ENGAGEMENT IN SCHOOL TO KEEP STUDENTS ON TRACK TO GRADUATION. THIS PROGRAM IS FUNDED BY A COMBINATION OF GRANTS AND CONTRACTS WITH PORTLAND PUBLIC SCHOOL DISTRICT, THE PORTLAND CHILDREN'S LEVY, PRIVATE FOUNDATIONS, AND INDIVIDUAL DONORS.DURING THE 2016-2017 SCHOOL YEAR, STEP UP SERVED 353 STUDENTS, 308 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (60+ HOURS OF ACADEMIC TUTORING). FOR THE THIRD YEAR IN A ROW, 100% OF SENIORS ENROLLED IN STEP UP GRADUATED ON TIME, AND 100% OF GRADUATES APPLYING TO POST-SECONDARY PROGRAMS WERE ACCEPTED. FOR THE SECOND YEAR IN A ROW, 91% OF STEP UP STUDENTS EARNED SIX OR MORE CREDITS (24 NEEDED TO GRADUATE), OR GRADUATED ON TIME. 1423855 3624 OPEN SCHOOL EAST:A 7-12TH GRADE SCHOOL IN PARTNERSHIP WITH CENTENNIAL, GRESHAM-BARLOW, PARKROSE, PORTLAND PUBLIC, REYNOLDS, AND DAVID DOUGLAS SCHOOL DISTRICTS, AND THE UNIVERSITY OF PORTLAND'S SCHOOL OF EDUCATION. THE PROGRAM DEPLOYS STRATEGIES DESIGNED TO ENGAGE AND ACCELERATE OFF-TRACK STUDENTS. USING EARLY-WARNING INDICATORS TO IDENTIFY YOUNG, MARGINALIZED STUDENTS AT RISK OF DROPPING OUT, THE ORGANIZATIONPROVIDES STUDENTS WITH CULTURALLY INCLUSIVE, RELATIONSHIP-BASED, EXTENDED-DAY AND -YEAR SCHOOL PROGRAMMING WHICH FOCUSES ON ENGAGEMENT AND SKILL-ACCELERATION TO PREPARE THEM FOR POST-SECONDARY SUCCESS. STRATEGIES INCLUDE ACTIVE RECRUITMENT OF STUDENTS, SUMMER SOCIAL-EMOTIONAL LEADERSHIP ACADEMY, RESTORATIVE ACCOUNTABILITY, INTENSIVE FAMILY ENGAGEMENT, AND PREPARATION EMPHASIZING CULTURALIDENTITY, ESSENTIAL SKILLS, SOCIAL JUSTICE, AND THE ARTS. STUDENTS FROM THE UNIVERSITY OF PORTLAND EDUCATION DEPARTMENT AND STAFF FROM PARTNER DISTRICTS ARE PROVIDED PROFESSIONAL DEVELOPMENT IN BESTPRACTICES FOR ENGAGING MARGINALIZED STUDENTS, WHILE ASSISTING IN TEACHING STUDENTS AT THE SCHOOL. THE PROGRAM IS SUPPORTED BY THE SIX PARTNER SCHOOL DISTRICTS AS WELL AS PRIVATE FOUNDATION AND INDIVIDUALGIFTS.DURING THE 2016-2017 SCHOOL YEAR, OPEN SCHOOL EAST SERVED 171 STUDENTS, 125 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (45+ DAYS OF ENROLLMENT). THE AVERAGE STUDENT SAW BENCHMARK TEST GAINS THAT WERE GREATER THAN ONE GRADE LEVEL IN MATH, AND TWO GRADE LEVELS IN READING. OPEN SCHOOL EAST WILL GROW TO SERVE 270 STUDENTS BY FALL 2019. 630650 5437 OPEN SCHOOL NORTH:ACCREDITED MIDDLE SCHOOL EDUCATION AND ADVOCACY PROGRAM FOR STUDENTS STRUGGLING TO SUCCEED IN THE PUBLIC SCHOOL EDUCATION SYSTEM. USING EARLY-WARNING INDICATORS TO IDENTIFY YOUNG, MARGINALIZED STUDENTS AT RISK OF DROPPING OUT, THE ORGANIZATION PROVIDES STUDENTS WITH CULTURALLY INCLUSIVE, RELATIONSHIP-BASED, EXTENDED-DAY AND -YEAR SCHOOL PROGRAMMING WHICH FOCUSES ON ENGAGEMENT AND SKILL-ACCELERATION PREPARING THEM FOR HIGH SCHOOL SUCCESS. STRATEGIES INCLUDE ACTIVE RECRUITMENT OF STUDENTS, SUMMER SOCIAL-EMOTIONAL LEADERSHIP ACADEMY, RESTORATIVE ACCOUNTABILITY, INTENSIVE FAMILY ENGAGEMENT, AND PREPARATION EMPHASIZING CULTURAL IDENTITY, ESSENTIAL SKILLS, SOCIAL JUSTICE, AND THE ARTS. THIS PROGRAM IS FUNDED BY A COMBINATION OF CONTRACTS WITH THE PORTLAND PUBLIC SCHOOL DISTRICT, OREGON DEPARTMENT OF EDUCATION, PRIVATE FOUNDATIONS, AND INDIVIDUAL DONORS.DURING THE 2016-2017 SCHOOL YEAR, OPEN SCHOOL NORTH SERVED 66 STUDENTS, 55 OF WHOM MET THE MINIMUM SERVICE REQUIREMENT TO BE INCLUDED IN OUTCOMES REPORTING (45+ DAYS OF ENROLLMENT). THE AVERAGE STUDENT SAW BENCHMARK TEST GAINS THAT WERE GREATER THAN ONE GRADE LEVEL IN MATH, AND TWO GRADE LEVELS IN READING. OPEN SCHOOL NORTH SUCCESSFULLY PILOTED AN INNOVATIVE SUMMER SCHOOL PROGRAM TARGETING 50 5TH-7TH GRADE STUDENTS FROM PORTLAND PUBLIC SCHOOLS FOR REMEDIAL MATH AND READING COURSES DESIGNED TO CATCH THEM UP TO GRADE LEVEL BEFORE THE START OF THE NEXT SCHOOL YEAR. 491904 EQUITY CERTIFICATE:A PROGRAM FOR EDUCATORS WHO ARE COMMITTED TO CREATING EQUITABLE AND INCLUSIVE SCHOOL ENVIRONMENTS, ESPECIALLY FOR THEIR STUDENTS AND FAMILIES OF COLOR. THE ORGANIZATION CREATES A LEARNING COMMUNITY WHERE TEACHERS, COUNSELORS, AND ADMINISTRATORS DEEPEN THEIR RESOLVE, CONSCIOUSNESS, AND SKILLS TO LEAD COLLECTIVELY FOR EQUITY IN AND OUT OF THE CLASSROOM. IN AN INNOVATIVE PARTNERSHIP WITH THE UNIVERSITY OF PORTLAND'S SCHOOL OF EDUCATION, MULTIPLE SCHOOL DISTRICTS, AND COMMUNITY EQUITY LEADERS, THE ORGANIZATION ENROLLS EDUCATORS IN A YEAR-LONG GRADUATE LEVEL COHORT-BASED PROGRAM. DURING THE 2016-2017 FISCAL YEAR, THE EQUITY CERTIFICATE PROGRAM SERVED 41 EDUCATORS.POST-SECONDARY READINESS CORPS:AN AMERICORPS PARTNERSHIP WITH OREGON VOLUNTEERS BEGINNING IN 2013 WHICH SEEKS TO IMPROVE THE PERSISTENCE AND COMPLETION OF POST-SECONDARY EDUCATION BY STUDENTS FROM DIVERSE RACIAL, ETHNIC, AND SOCIO-ECONOMIC COMMUNITIES. THE TEAM OF AMERICORPS MEMBERS PROVIDES DIRECT SERVICE TOUNDER-SERVED YOUTH TO IMPROVE ACADEMIC ACHIEVEMENT THROUGH TUTORING, MENTORING, EXTENDED SCHOOL DAY ACTIVITIES, PARENT INVOLVEMENT PROGRAMS, EVENT COORDINATION, AND VOLUNTEER GENERATION. THE PROGRAM PROVIDES BOTH A SERVICE OPPORTUNITY FOR AMERICORPS MEMBERS AND A CRITICAL SERVICE TO THE COMMUNITIES THEY SERVE.DURING THE 2016-2017 FISCAL YEAR, 13 AMERICORPS MEMBERS COMPLETED 15,730 SERVICE HOURS. 491904 4101275 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 140 1 0 0 0 0 1 1 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X TERRY JOHNSON 5039781935 7633 N WABASH AVENUE PORTLAND OR 97217 STEPHEN GOMEZ PRESIDENT & BOARD MEMBER 4.00 X X 0 0 0 LYN CAMERON VICE PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 JOHN W HAINES TREASURER & BOARD MEMBER 2.00 X X 0 0 0 TRIPP SOMERVILLE SECRETARY & BOARD MEMBER 2.00 X X 0 0 0 TRACI REANDEAU IMMEDIATE PAST PRESIDENT & BOARD MEMBER 2.00 X X 0 0 0 HOLLEY FRANKLIN BOARD MEMBER 1.00 X 0 0 0 JEAN FLEMING BOARD MEMBER 1.00 X 0 0 0 MARTHA KOERNER BOARD MEMBER 1.00 X 0 0 0 NAOMI LEVELLE-HASLITT BOARD MEMBER 1.00 X 0 0 0 JOSHUA P MONDA BOARD MEMBER 1.00 X 0 0 0 RACHAEL SPAVINS BOARD MEMBER 1.00 X 0 0 0 JOHN R THOMAS BOARD MEMBER 1.00 X 0 0 0 JOHN L WATZKE BOARD MEMBER 1.00 X 0 0 0 KAREN WHITMAN BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 50.00 X 105499 0 18760 CAMERON MATHEWS DIRECTOR OF FINANCE 40.00 X 29454 0 1892 134953 0 20652 1 0 0 0 P&C CONSTRUCTION 2133 NW YORK STREET PORTLAND OR 97210 CONSTRUCTION SERVICES 1942226 CENTER FOR EQUITY AND INCLUSION PO BOX 12188 PORTLAND OR 98212 EQUITY CERTIFICATE PROGRAM MANAGEMENT, S 122871 2 108255 3672307 2170487 26391 5951049 1912 1912 17950 0 17950 17950 17950 99169 98049 1120 1120 1120 61700 108255 81011 -19311 -19311 MISCELLANEOUS REVENUE 900099 4013 4013 4013 5956733 4013 0 1671 15927 15927 201050 14622 165160 21268 2798605 2135740 537738 125127 82290 64952 14390 2948 235170 179267 45551 10352 284414 205315 65407 13692 19448 19448 6316 6316 313072 138069 136900 38103 103792 49857 27880 26055 161251 980 160271 38311 27375 9864 1072 56718 56718 268638 39603 229035 56323 2696 53627 PROGRAM ACTIVITIES 396402 267402 123913 5087 CURRICULUM AND EDUCATIO 74326 70941 3385 0 STAFF TRAINING 65575 36897 28513 165 MISCELLANEOUS 17350 1900 0 15450 15756 849732 -879932 45956 5210734 4101275 797868 311591 1090 1090 2079945 1868234 1094462 278492 436679 499236 63252 68776 8844661 1243041 6071921 7601620 59136 0 9806485 10317448 530710 156810 727000 865864 1257710 1022674 X 7204794 8897217 1343981 397557 8548775 9294774 9806485 10317448 745999 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 600350 600350 7730945 932079 6798866 438290 246918 191372 75076 64044 11032 7601620 X 5957453 720 720 5956733 0 5956733 5211454 720 720 5210734 0 5210734 PART X, LINE 2: PART X, LINE 2, FIN 48(ASC 740) FOOTNOTE: THE ORGANIZATION HAS BEEN GRANTED NOT-FOR-PROFIT STATUS IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. TO THE EXTENT THAT THE ORGANIZATION WAS ASSESSED INTEREST OR PENALTIES ASSOCIATED WITH INCOME TAX POSITIONS, SUCH EXPENSE WOULD BE RECOGNIZED AS INTEREST EXPENSE. AS OF JUNE 30, 2017 AND 2016, THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED DURING THE SUMMER IN THE COMMUNITY NEWSPAPER AND IN INFORMATIONAL PAMPHLETS AT COMMUNITY OPEN HOUSE EVENTS. SCHEDULE E, PART I, LINE 6 ORGANIZATION RECEIVED GRANT FUNDING FROM THE STATE OF OREGON LOTTERY FUND, MULTNOMAH COUNTY, AND THE CORPORATION FOR NATIONAL AND COMMUITY SERVICE. THE ORGANIZATION HAD CONTRACTUAL PAYMENT RELATIONSHIPS WITH PUBLIC SCHOOL DISTRICTS. GOT GAME EVENT 169955 108255 61700 0 100 12625 26245 10500 31541 169955 108255 61700 100 12625 26245 10500 31541 81011 -19311 1 TRANSPORTATION/BUS PASSES 181 9061 PURCHASE PRICE PAID PUBLIC TRANSPORTATION: BUS PASSES & TICKETS EDUCATIONAL SUPPORT 2 6866 PURCHASE PRICE PAID TUITION, FEES, & BOOKS PART I, LINE 2: GRANTS OF ASSISTANCE FOR TUITION, BOOKS, BUS PASSES, RENT/UTILITY ASSISTANCE ARE AWARDED IN A COORDINATED EFFORT SUPERVISED BY PROGRAM STAFF. EACH PARTICIPANT HAS PLANS AROUND WHICH GRANTS OF ASSISTANCE ARE MADE, OR THERE MAY BE A SPECIFIC REQUEST MADE BY A PROGRAM COORDINATOR FOR A PARTICIPANT TO PROGRAM DIRECTORS. GRANTS ARE DETERMINED BY PROGRAM STAFF, REVIEWED AND APPROVED BY A PROGRAM DIRECTOR, LOGGED IN MEETING MINUTES AND FINANCIAL FILES. EXPENSES ARE PAID TO A THIRD PARTY WITH PROOF OF A RECEIPT OR INVOICE, UNLESS THE PAYMENT IS A DIRECT PAYMENT AS A FIXED STIPEND AMOUNT. TRACKING REPORTS TO GRANTING AGENCIES ARE MADE PER THEIR GUIDELINES. X 899 COMPARABLE SALES X 10590 COMPARABLE SALES X EVENT TICKETS 139 8614 COMPARABLE SALES X FOOD/BEVERAGE 88 3894 COMPARABLE SALES X SUPPLIES 51 2200 COMPARABLE SALES X GIFT CARDS 9 194 COMPARABLE SALES 0 1 0 FORM 990, PART III, LINE 3 TRANSFERRED THE EQUITY CERTIFICATE PROGRAM TO BE FULLY MANAGED BY EXTERNAL PARTNER (CEI) IN DECEMBER OF 2016. MAINTAINED FISCAL RESPONSIBILITY FOR THE PROGRAM UNTIL JUNE 2017. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD HAS BEEN DELEGATED THE AUTHORITY TO APPROVE RESOLUTIONS ON BEHALF OF THE ENTIRE BOARD OF DIRECTORS, AS NEEDED BETWEEN QUARTERLY BOARD MEETINGS FOR ANY AND ALL MATTERS PERTAINING TO ORGANIZATIONAL GOVERNANCE AND FINANCE. ALL MEETING MINUTES ARE FORMALLY APPROVED BY THE BOARD OF DIRECTORS AT EACH QUARTERLY FULL BOARD MEETING. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR BOARD OFFICERS, THE IMMEDIATE PAST-PRESIDENT, AND AN ADDITIONAL AT-LARGE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE COVERED BY THE POLICY. ALL NEW BOARD MEMBERS AND EMPLOYEES SPECIFICALLY REVIEW THE CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION, AND SIGN A DOCUMENT OUTLINING THE POLICY AND PROCEDURE. EACH YEAR THE BOARD OF DIRECTORS REVIEW THE POLICY TO IDENTIFY ANY CONFLICTS THAT MAY EXIST. ENFORCEMENT IS PROVIDED BY 1) VOLUNTARY DISCLOSURE, OR 2) REPORTING BY ANOTHER EMPLOYEE OR MEMBER OF THE PUBLIC. POTENTIAL CONFLICTS ARE REVIEWED PER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PARTICIPATES IN EXTERNAL SALARY SURVEYS, MOST RECENTLY IN 2016, TO OBTAIN COMPARABLILITY DATA FOR ALL POSITIONS BASED ON INDUSTRY TYPE, LOCATION, AND ORGANIZATIONAL BUDGET SIZE. THE SALARY SURVEY DATA IS USED TO SET INTERNAL PAY RANGES BY POSITION FOR ALL POSITIONS. 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, PAGE 12, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.