2013-02-04T17:45:51-06:00 2012-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2011-07-01 930757378 OPEN MEADOW ALTERNATIVE SCHOOLS INC OPEN 5039781935 7621 N WABASH PORTLAND OR 97217 ANDREW MASON 5039781935 2012-12-13 1 ROY ABRAMOWITZ P01329049 5032210336 2011 2016-02-25 16:41:14Z ANDREW MASON 7621 N WABASH PORTLAND OR 97217 4551156 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 14 145 316 0 0 4456127 4445625 0 0 17494 11379 81381 74150 4555002 4531154 90899 48728 0 0 3376253 3473548 0 0 215515 1005691 903497 4472843 4425773 82159 105381 4527832 4087825 731363 185975 3796469 3901850 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. 0 0 1554729 12924 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 245 STUDENTS IN 2011-12. 1613310 32215 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, FRANKLIN AND GRESHAM HIGH SCHOOLS. 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. THESE SELF-DEFINED GOALS FORM THE BASIS FOR THEIR PARTICIPATION IN STEP UP THROUGHOUT THE FOLLOWING YEAR. BY THE END OF CAMP, STUDENTS AND THEIR ADVOCATES HAVE FORMED CLOSE RELATIONSHIPS BASED ON MUTUAL COMMITMENT TO SUCCESS IN HIGH SCHOOL. FRESHMAN & SOPHOMORE YEAR EXTENDED ACADEMIC DAY TUTORING - STEP UP ADVOCATES PARTNER WITH THE SCHOOL TO OFFER AFTER-SCHOOL TUTORING, CONTINUED LEADERSHIP DEVELOPMENT, AND CLOSE SOCIAL/EMOTIONAL SUPPORT IN SMALL "ADVOCATE GROUPS" OF 10-15 STEP UP YOUTH. - 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 - THROUGHOUT ALL COMPONENTS OF THE PROGRAM, STEP UP 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, AT EACH SCHOOL SITE, STEP UP CONDUCTS A 1 OR 2-WEEK INTENSIVE SUMMER SCHOOL TO HELP STUDENTS RECOVER ANY UNEARNED CORE CLASS CREDIT FROM THE PREVIOUS SCHOOL YEAR. WORKING IN CONJUNCTION WITH THE HIGH SCHOOLS TEACHERS, THIS METHOD RESULTS IN A HIGH RATE OF SUCCESS FOR STEP UP STUDENTS.THIS PROGRAM SERVED OVER 398 STUDENTS IN 2011-12. 591795 3589 0 CAREER SERVICES: THE CAREER SERVICES DEPARTMENT 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: TRAINING - START WITH OUR TRAINING HELD DOWNTOWN AT PARTNER COMPANY LOCATIONS FOCUSING ON PROFESSIONAL WORK CULTURE, CAREER PLANNING AND NETWORKING OPPORTUNITIES. OUR PARTNERS HOLD TOURS OF THEIR LOCATIONS AND FACILITATE WORKSHOPS ON A WIDE RANGE OF TOPICS SUCH AS COMPETITIVE INTERVIEWING STRATEGIES, SELF-MARKETING TECHNIQUES, AND MANAGING PERSONAL FINANCES. JOB/INTERNSHIP CONNECTIONS - WE PARTNER WITH DIVERSE ORGANIZATIONS THAT OFFER INTERNSHIP AND WORK EXPERIENCES FOR OUR TRAINING GRADUATES. CLICK ON THE "PARTNERS" LINK TO THE LEFT TO SEE A FULL LIST OF OUR SUPPORTING ORGANIZATIONS.CAREER ADVISING - EACH PARTICIPANT HAS A CAREER ADVISOR WHO ACTS AS A MENTOR, ADVOCATE AND CAREER COACH. CAREER ADVISORS HELP ADVISEES REFINE THEIR GOALS, SET UP ACTION PLANS, AND MAKE CONNECTIONS TO THE PROFESSIONAL WORLD. LONG-TERM SUPPORT - OPEN MEADOW MAKES A THREE-YEAR COMMITMENT TO THE CAREER DEVELOPMENT OF EACH PARTICIPANT, SO PROGRAMMING GOES FAR BEYOND INITIAL JOB PLACEMENTS. CAREER ADVISORS HELP PARTICIPANTS PLAN FOR LONG-TERM FINANCIAL STABILITY, POST-SECONDARY EDUCATION, AND ADVANCEMENT IN THEIR CHOSEN CAREER FIELD BEYOND ENTRY-LEVEL EMPLOYMENT.SUPPORT SERVICES - CAREER SERVICES CAN PROVIDE INTERNSHIP STIPENDS, TRANSPORTATION SUPPORT, PROFESSIONAL CLOTHING AND OTHER SUPPORTIVE SERVICES FOR YOUTH WHO ARE ACTIVELY ENGAGED IN PROGRAMMING AND HAVE A DEMONSTRATED NEED.THIS PROGRAM SERVED OVER 232 PARTICIPANTS IN 2011-12. 15515 27737 COMMUNITY PARTNERSHIPS - A PROGRAM FOCUSED ON CONNECTING OPEN MEADOW'S PROGRAMS FOR YOUTH WITH INDIVIDUALS, BUSINESS PARTNERS, AND COMMUNITY RESOURCES, WITH THE PURPOSE OF PROVIDING ACCESS TO MENTORING, COUNSELING, INTERNSHIP, AND IN AND OUT OF SCHOOL ACTIVITIES. 15515 27737 3775349 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 145 1 0 0 0 0 0 1 1 0 0 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 EXECUTIVE DIRECTOR 5039781935 7621 N WABASH PORTLAND OR 97217 TRIPP SOMERVILLE 4.00 X X 0 0 0 TRACI REANDEAU 3.00 X X 0 0 0 JOHN W HAINES 3.00 X X 0 0 0 HUSSAIN MIRZA 3.00 X X 0 0 0 ERIN FLYNN 2.00 X 0 0 0 HOLLEY FRANKLIN 2.00 X 0 0 0 ALGIE GATEWOOD 2.00 X 0 0 0 CHARLES HUDSON 2.00 X 0 0 0 AMY CARLSEN KOHNSTAMM 2.00 X 0 0 0 NAOMI LEVELLE-HASLITT 2.00 X 0 0 0 ROBERT MCKEAN 2.00 X 0 0 0 JOSHUA P MONDA 2.00 X 0 0 0 CHERYL VANDEMORE 2.00 X 0 0 0 JOHN L WATZKE 2.00 X 0 0 0 ANDREW MASON 50.00 X 93492 0 14909 KARL SOUZA 50.00 X 82992 0 14012 176484 0 28921 0 0 0 0 0 38469 3763462 643694 20142 4445625 11379 11379 66415 38469 20002 46413 46413 CONSULTING 900099 21376 21376 MISCELLANEOUS 900099 6361 6361 27737 4531154 27737 0 57792 48728 48728 207699 178698 19559 9442 2599468 2236505 244797 118166 108765 93578 10243 4944 289360 248957 27249 13154 268256 230800 25262 12194 23567 15261 4669 3637 114084 47441 38783 27860 80714 67437 7357 5920 127992 115875 8266 3851 39604 35812 2815 977 18484 16654 1254 576 109133 98010 8137 2986 48951 23995 23875 1081 PROGRAM ACTIVITIES 261432 247366 11984 2082 CURRICULUM AND EDUCATIO 48472 48472 PUBLIC RELATIONS 15949 7500 109 8340 STAFF TRAINING 15115 14260 550 305 4425773 3775349 434909 215515 800 911757 819329 818058 190729 212440 341777 385400 24704 16273 2997088 1253401 1827370 1743687 1318272 4851 210 4527832 4087825 190589 144459 540774 41516 731363 185975 X 3606686 3633403 189783 268447 3796469 3901850 4527832 4087825 105381 0 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444350 444350 2153107 922823 1230284 226946 164417 62529 172685 166161 6524 1743687 4531154 4425773 105381 105381 4612841 81687 81687 4531154 0 4531154 4507460 81687 81687 4425773 0 4425773 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 2009. 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, 2012 AND 2011, 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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" 104884 38469 66415 698 16413 2064 827 104884 38469 66415 698 16413 2064 827 20002 46413 1 TRANSPORTATION/BUS PASSES 63 9981 ACTUAL COST PUBLIC TRANSPORTATION: BUS PASSES & TICKETS CHILDCARE ASSISTANCE 7 11575 ACTUAL COST CHILD CARE SERVICES CLOTHING 26 2137 ACTUAL COST CLOTHING FOR INTERVIEWS, INTERNSHIPS ETC. RENT/UTILITY ASSISTANCE 5 986 RENT OR UTILITY ASSISTANCE STIPENDS 10 3987 ASSITANCE FOR INTERNSHIP RELATED RANSPORTATION, CLOTHING, FOOD. TUITION/BOOKS 17 20062 ACTUAL COST TUITION FEES, BOOKS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS OF ASSISTANCE FOR TUITION, BOOKS, BUS PASSES, SCHOLARSHIPS ARE AWARDED IN A COORDINATED EFFORT SUPERVISED BY PROGRAM STAFF. EACH PARTICIPANT HAS A CASE FILE, AND PLANS AROUND WHICH GRANTS OF ASSISTANCE ARE MADE. GRANTS ARE DETERMINED BY PROGRAM STAFF, REVIEWED AND APPROVED BY A PROGRAM DIRECTOR, LOGGED IN CLIENT SERVICE CASE NOTES. EXPENSES ARE PAID DIRECTLY TO A THIRD PARTY WITH PROOF OF A RECEIPT OR INVOICE, UNLESS THE PAYMENT IS A DIRECT PAYMENT AS A FIXED INCENTIVE/STIPEND AMOUNT. TRACKING REPORTS TO GRANTING AGENCIES ARE MADE PER THEIR GUIDELINES. 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 FINANCE COMMITTEE AND EXECUTIVE COMMITTEE 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. 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. 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, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.