2015-01-14T18:10:21-06:00 2014-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2013-07-01 930757378 OPEN MEADOW ALTERNATIVE SCHOOLS INC OPEN 5039781935 7621 N WABASH PORTLAND OR 97217 ANDREW MASON EXECUTIVE DIRECTOR 5039781935 2014-12-04 1 ROY ABRAMOWITZ P01329049 5032210336 2013 2016-02-25 16:41:14Z ANDREW MASON 7621 N WABASH PORTLAND OR 97217 4240369 0 X WWW.OPENMEADOW.ORG X 1971 OR THE MISSION OF OPEN MEADOW IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESULT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 14 14 134 175 0 0 3838984 4077165 0 0 5127 1537 94596 112948 3938707 4191650 30526 14901 0 0 3284211 3449632 0 0 404371 844985 874845 4159722 4339378 -221015 -147728 3842892 3796460 162057 263353 3680835 3533107 X THE MISSION OF OPEN MEADOW IS TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESULT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 1 0 1815005 4408 ALTERNATIVE EDUCATION MIDDLE AND HIGH SCHOOL PROGRAMS: OPEN MEADOW ALTERNATIVE SCHOOLS PROVIDES ACCREDITED MIDDLE SCHOOL AND HIGH SCHOOL EDUCATION AND COUNSELING PROVIDING SUPPORT, CONNECTION, AND ADVOCACY FOR STUDENTS EXPERIENCING DIFFICULTY IN THE PUBLIC SCHOOL EDUCATION SYSTEM. WE PROVIDE ACADEMIC AND SOCIAL PREPARATION LEADING TO A SUCCESSFUL SCHOOL EXPERIENCE, COMPLETION OF MIDDLE SCHOOL, AND ATTAINMENT OF A HIGH SCHOOL DIPLOMA. STUDENTS ARE PROVIDED TRANSITION TRAINING AND SUPPORT FOR POST-SECONDARY PREPARATION LEADING TO COLLEGE, INTERNSHIPS, AND ACCOMPLISHMENT IN THEIR CAREER FOCUS AREAS. THE HEART OF OPEN MEADOW SCHOOL-BASED PROGRAMS LIES IN DEVELOPING A POSITIVE SELF-CONCEPT, AND RESPECTFUL RELATIONSHIPS WITH OTHERS. BY EMPHASIZING PERSONAL RESPONSIBILITY, ACCOUNTABILITY, SERVICE TO THE COMMUNITY, AND DECISION-MAKING SKILLS, STUDENTS EXPERIENCE PERSONAL AND ACADEMIC SUCCESS, DEVELOP A SENSE OF PURPOSE AND A CONNECTION TO EDUCATION. FROM THE START, WE ENGAGE IN PARTNERSHIP WITH PARENTS AND FAMILIES TO SUPPORT OUR STUDENTS. THIS PROGRAM SERVED OVER 227 STUDENTS IN 2013-14. 1182481 812 STEP UP PROGRAMFORTY PERCENT OF THE STUDENTS DROPPING OUT OF HIGH SCHOOL LEAVE DURING THEIR FRESHMAN YEAR. STEP UP TARGETS STUDENTS FALLING FARTHEST BEHIND IN MIDDLE SCHOOL AND PROVIDES COMPREHENSIVE, CULTURALLY SPECIFIC SERVICES INTO THEIR SOPHOMORE YEAR AT ROOSEVELT, MADISON, AND FRANKLIN HIGH SCHOOLS IN THE PORTLAND SCHOOL DISTRICT. THE PROGRAM INCLUDES:PRE-FRESHMAN YEAR LEADERSHIP CAMP - IN A ONE-WEEK SUMMER LEADERSHIP ACADEMY, STEP UP ADVOCATES CHALLENGE YOUTH TO IDENTIFY THEIR ASPIRATIONS AND COMMIT TO WORKING TOGETHER TOWARDS THOSE GOALS. LEADERSHIP AND TEAM-BUILDING ACTIVITIES REINFORCE STUDENTS' UNDERSTANDING OF THEIR CAPACITY TO ACHIEVE THEIR DREAMS THROUGH EDUCATION AND HARD WORK, ALL WITH THE SUPPORT OF AN ADVOCATE. SERVICE ACCOMPLISHMENTS INCLUDE:- DAILY INDIVIDUALIZED TUTORING AND HOMEWORK ASSISTANCE FORMS THE CORE OF AFTERSCHOOL ACTIVITIES. A CAREFULLY DESIGNED SYSTEM OF INFORMATION SHARING AND ACCOUNTABILITY ENABLES ADVOCATES TO TRACK STUDENT ASSIGNMENTS AND COURSE PERFORMANCE. - CLASSROOM TEACHERS AND STEP UP ADVOCATES BECOME CLOSE ALLIES IN SUPPORTING STUDENT SUCCESS. - ADVOCATES LEAD YOUTH IN DEVELOPING LEADERSHIP AND STUDENT SUCCESS SKILLS THROUGH GROUP ACTIVITIES AND INDIVIDUAL COUNSELING WHICH FOCUS ON PERSONAL RESPONSIBILITY, CONFLICT RESOLUTION, HEALTHY RELATIONSHIPS, ORGANIZATION AND STUDY SKILLS. - ADVOCATES HAVE SIGNIFICANT PHONE AND E-MAIL CONTACT WITH THEIR STUDENTS OUTSIDE OF THE AFTER-SCHOOL SESSIONS, TO PROVIDE EMOTIONAL SUPPORT FOR CHALLENGES THAT INTERFERE WITH SCHOOL SUCCESS. - PARENT INVOLVEMENT ACTIVITIES - ADVOCATES ENGAGE CLOSELY WITH PARENTS TO SHARE STUDENT SUCCESSES, STRATEGIZE AROUND CHALLENGES, AND PROVIDE ASSISTANCE IN SUPPORTING THEIR CHILD'S SUCCESS IN SCHOOL.- POST-FRESHMAN YEAR SUMMER SCHOOL - FOLLOWING THE ACADEMIC SCHOOL YEAR A 1 OR 2-WEEK INTENSIVE SUMMER SCHOOL ENGAGEMENT IN CONSULTATION WITH CLASSROOM TEACHERS IS OFFERED TO HELP STUDENTS RECOVER ANY UNEARNED CORE CLASS CREDIT FROM THE PREVIOUS SCHOOL YEAR.THIS PROGRAM SERVED OVER 335 STUDENTS IN 2013-14. 322920 9681 CAREER SERVICES: THE CAREER SERVICES PROGRAM ENSURES THAT ALL OPEN MEADOW YOUTH REACH THEIR LONG-TERM CAREER GOALS BY PROVIDING ACCESS TO ADVANCED EMPLOYMENT AND EDUCATIONAL OPPORTUNITIES, FOCUSED TRAINING, AND COMPREHENSIVE SUPPORT. THE PROGRAM IS DESIGNED TO PROVIDE INCREMENTAL AND CONTINUOUS SUPPORT FOR YOUTH FROM THE TIME THEY FIRST DEFINE THEIR CAREER GOALS, THROUGH THEIR FIRST EMPLOYMENT EXPERIENCE, AND ON INTO COLLEGE AND CAREER-TRACK EMPLOYMENT. CAREER SERVICES OFFERS CAREER DEVELOPMENT PROGRAMMING FOR PORTLAND RESIDENTS (AGES 16-24) WHO ARE INTERESTED IN EXPLORING PROFESSIONAL CAREERS AND/OR COLLEGE. THE PROGRAM INCLUDES: CAREER ADVISING AND PEER SUPPORT: BUILDING INDIVIDUALIZED AND PEER RELATIONSHIPS. OUR PROGRAMS RUN ON A COHORT MODEL WITH GROUP SIZES OF NO MORE THAN 12 STUDENTS. EACH ENROLLEE HAS A CAREER ADVISOR DEDICATED TO HIS OR HER LONG-TERM PROFESSIONAL AND PERSONAL SUCCESS. POST-SECONDARY EXPOSURE, READINESS, AND SUPPORT: FOR YOUTH WHO WANT TO ATTEND TRADE SCHOOL, COMMUNITY COLLEGE OR A 4-YEAR COLLEGE, INCLUDING ASSISTANCE WITH POST-SECONDARY ENROLLMENT AND FINANCIAL AID SYSTEMS. ONGOING SUCCESS WORKSHOPS: OUR PROGRAMS ARE AIMED AT HELPING YOUTH ACCOMPLISH THEIR PROFESSIONAL GOALS, WHILE MEETING THEM WHERE THEY ARE NOW. WE OFFER A VARIETY OF SHORT AND LONG TERM WORKSHOPS THROUGHOUT THE YEAR SOME AT OPEN MEADOW AND SOME OFF-SITE. TOPICS INCLUDE:CAREER EXPLORATION: SELF-ASSESSMENT, CAREER EXPLORATION AND GOAL SETTING. WE PROVIDE TOOLS AND SUPPORT TO IDENTIFY AND STAY ON A CAREER PATH LEADING TO A WORK ASSIGNMENT FOR THOSE WHO WISH TO START WORKING IMMEDIATELY, JOB SEEKING STRATEGIES AND TOOLS: INCLUDING RESUME AND COVER LETTER WRITING, INTERVIEWING POST-SECONDARY EXPLORATION AND SUPPORTLIFE SKILLS TRAINING: INCLUDING MANAGING FINANCES, AND PROFESSIONAL COMMUNICATIONCAREER RELATED LEARNING EXPERIENCES: PAID AND UNPAID WORK EXPERIENCES, INFORMATIONAL INTERVIEWS, BUSINESS TOURS, AND JOB SHADOWS.LONG-TERM SUPPORT. SUPPORT FOR UP TO THREE YEARS AS YOUTH ACHIEVE AND SUSTAIN POST-SECONDARY SUCCESS.THIS PROGRAM SERVED OVER 121 PARTICIPANTS IN 2013-14. 162987 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. OUR TEAM OF 15 AMERICORPS MEMBERS PROVIDES DIRECT SERVICE TO UNDER-SERVED YOUTH TO IMPROVE ACADEMIC ACHIEVEMENT THROUGH TUTORING, MENTORING, EXTENDED SCHOOL DAY ACTIVITIES, PARENT INVOLVEMENT PROGRAMS, EVENT COORDINATION, AND VOLUNTEER GENERATION. THE PROGRAM IS BOTH A SERVICE OPPORTUNITY FOR MEMBERS, AND PROVIDES A CRITICAL SERVICE TO THE COMMUNITIES THEY SERVE IN.THIS PROGRAM SERVED OVER 500 PARTICIPANTS IN 2013-14. 162987 3483393 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 12 0 1 134 1 0 0 0 0 1 1 1 1 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X ANDREW MASON 5039781935 7621 N WABASH PORTLAND OR 97217 TRACI REANDEAU PRESIDENT 4.00 X X 0 0 0 AMY CARLSEN KOHNSTAMM VICE PRESIDENT 2.00 X X 0 0 0 JOHN W HAINES TREASURER 2.00 X X 0 0 0 HUSSAIN MIRZA SECRETARY 2.00 X X 0 0 0 TRIPP SOMERVILLE PAST PRESIDENT 2.00 X 0 0 0 ERIN FLYNN BOARD MEMBER 1.00 X 0 0 0 HOLLEY FRANKLIN BOARD MEMBER 1.00 X 0 0 0 STEPHEN D GOMEZ BOARD MEMBER 1.00 X 0 0 0 CHARLES HUDSON BOARD MEMBER 1.00 X 0 0 0 KENNETH R JOHNSON 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 SUZANNE J NOLAND BOARD MEMBER 1.00 X 0 0 0 JOHN L WATZKE BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 50.00 X 107248 0 18234 KARL SOUZA FINANCE DIRECTOR 50.00 X 79448 0 16101 186696 0 34335 1 0 0 0 0 57495 3210467 809203 47632 4077165 1437 1437 100 0 100 100 100 99356 57495 48719 50637 50637 CONSULTING REVENUE 900099 38185 38185 MISCELLANEOUS REVENUE 900099 24126 24126 62311 4191650 62411 0 52074 14901 14901 228000 21177 120261 86562 2568787 2254709 198711 115367 93966 82477 7269 4220 299809 263152 23192 13465 259070 227394 20041 11635 18933 18933 178868 43647 10241 124980 96682 74055 4259 18368 7421 1607 5814 114130 105333 5008 3789 19880 15913 2695 1272 91024 82811 4711 3502 40838 16912 22772 1154 PROGRAM ACTIVITIES 265908 247835 11660 6413 CURRICULUM AND EDUCATIO 25487 25484 3 COMMUNITY RELATIONS 8866 1209 127 7530 STAFF TRAINING 6758 6384 127 247 50 50 4339378 3483393 451614 404371 1174 1090 1546069 1636208 124221 156293 494607 378673 17442 47069 2943841 1366714 1659379 1577127 3842892 3796460 162057 227790 35563 162057 263353 X 3537188 3258997 143647 274110 3680835 3533107 3842892 3796460 -147728 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444350 444350 2128102 1038916 1089186 220982 177391 43591 150407 150407 0 1577127 X 4214803 23153 23153 4191650 0 4191650 4362531 23153 23153 4339378 0 4339378 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY AUTHORITIES FOR YEARS BEFORE 2011. 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, 2014 AND 2013, 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 THE ORGANIZATION RECEIVES FEDERAL GRANTS FROM THE US DEPARTMENT OF EDUCATION, US DEPARTMENT OF LABOR, US DEPARTMENT OF AGRICULTURE, MULTIPLE FEDERAL , AND OTHER STATE AGENCIES. SPRING FUNDRAISER "GOT GAME" 156851 57495 99356 6379 4230 24054 10131 3925 156851 57495 99356 6379 4230 24054 10131 3925 48719 50637 1 OTHER 80 819 ACTUAL COST DMV FEES, TESTING FEES, REGISTRATIONS, ETC. TRANSPORTATION/BUS PASSES 39 5126 ACTUAL COST PUBLIC TRANSPORTATION: BUS PASSES & TICKETS CHILDCARE ASSISTANCE 3 3881 ACTUAL COST CHILD CARE SERVICES CLOTHING 3 296 ACTUAL COST CLOTHING FOR INTERVIEWS, INTERNSHIPS, ETC. TUITION/BOOKS 10 4779 ACTUAL COST 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 HAVE A CASE FILE, AND 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 CLIENT SERVICE CASE NOTES (FOR CAREER SERVICES PROGRAM). 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 5377 FMV X 6 21931 FMV X FUNDRAISING E 48 11379 FMV X CERTIFICATES 25 7967 FMV X FOOD 8 978 FMV 0 1 0 PART I, COLUMN (B): ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 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. OUR TEAM OF 15 AMERICORPS MEMBERS PROVIDES DIRECT SERVICE TO UNDER-SERVED YOUTH TO IMPROVE ACADEMIC ACHIEVEMENT THROUGH TUTORING, MENTORING, EXTENDED SCHOOL DAY ACTIVITIES, PARENT INVOLVEMENT PROGRAMS, EVENT COORDINATION, AND VOLUNTEER GENERATION. THE PROGRAM IS BOTH A SERVICE OPPORTUNITY FOR MEMBERS, AND PROVIDES A CRITICAL SERVICE TO THE COMMUNITIES THEY SERVE IN. THIS PROGRAM SERVED OVER 500 PARTICIPANTS IN 2013-14. FORM 990, PART VI, SECTION A, LINE 3 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. THE LIST OF EXECUTIVE COMMITTEE MEMBERS IS IDENTIFIED IN THE SCHEDULE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 ALL MEMBERS OF THE BOARD WILL REVIEW 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 BOARD EXECUTIVE COMMITTEE COMPARES THE COMPENSATION INFORMATION FOR EXECUTIVE DIRECTORS AT COMPARABLE ORGANIZATIONS AND CROSS-REFERENCES IT USING A LOCAL NON-PROFIT SALARY SURVEY AND INFORMATION AVAILABLE THROUGH 990 FILINGS ONLINE. COMPENSATION INCREASES ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15B: INCLUDED BOARD PRESIDENT REVIEW AND APPROVAL OF TOP 4 KEY EMPLOYEES, USING CONTEMPORANEOUS SUBSTANTIATION DATA OBTAINED BY REGIONAL SURVEY OF PAY RATES AND IRS 990 FILINGS IN 2H 2010 - MOST RECENT UPDATE COMPLETED 2H 2013. OFFICER SALARY TABLES WERE DEVELOPED IN 2005, AND UPDATED IN 2H 2010 USING COMPARABLE PUBLIC AND NON-PROFIT PEER AGENCIES, RANGES WERE INFLATED BY PORTLAND CPI THRU 2011. SALARY TABLE WAS APPROVED BY THE EXECUTIVE COMMITTEE AND ANNUAL SALARY INCREASE BUDGETS HAVE BEEN REVIEWED BY THE BOARD FINANCE AND EXECUTIVE COMMITTEES. EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD. THESE HAVE NOW BEEN REVISED AS OF AUGUST 2013 BASED ON A 2013 REGIONAL SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 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.