2024-05-13T15:46:35-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 364533809 FAMILY AND COMMUNITY TOGETHER FAMI 5037866020 2475 SE LADD AVENUE 430 PORTLAND OR 97214 CHRISTY REESE EXECUTIVE DIRECTOR 5037866020 2024-05-12 1 CHRISTY REESE 999009999 1 GERARD DEBLOIS P01287653 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTY REESE 2475 SE LADD AVENUE 430 PORTLAND OR 97214 1074558 0 X WWW.FACTOREGON.ORG X 2003 OR EMPOWER OREGON FAMILIES EXPERIENCING DISABILITY IN THEIR PURSUIT OF A WHOLE LIFE BY EXPANDING AWARENESS, GROWING COMMUNITY, AND EQUIPPING FAMILIES. 12 12 16 50 0 0 849679 1004506 5370 17276 49 -722 16663 41222 871761 1062282 0 0 0 0 586997 635256 0 0 39395 301847 272156 888844 907412 -17083 154870 635177 1059635 221636 491224 413541 568411 X SEE SCHEDULE O 0 0 786506 15822 FACT OREGON AND ITS MISSION AND HISTORYFACT OREGON STRIVES FOR DISABILITY EQUITY AND EMPOWERS FAMILIES AND COMMUNITIES TO NAVIGATE AND ADVOCATE FOR THE SUPPORTS AND OPPORTUNITIES PEOPLE WITH DISABILITIES NEED TO THRIVE AT HOME, IN SCHOOL, AND IN COMMUNITY. PEER-DELIVERED SERVICES ARE FREE FOR FAMILIES AND INCLUDE A SUPPORT LINE, TRAININGS, RESOURCES, AND COMMUNITY ENGAGEMENT AND ADVOCACY. FOUNDED IN 2002, FACT OREGON FIRST SERVED THE DEVELOPMENTAL AND INTELLECTUAL DISABILITY COMMUNITY IN THE PORTLAND METRO AREA. WE QUICKLY BECAME CROSS-DISABILITY AND GREW OUR REACH REGIONALLY. (CONTINUED ON SCHEDULE O)SINCE 2012, WE HAVE SERVED THE ENTIRE STATE AS OREGON'S PARENT TRAINING & INFORMATION CENTER, WITH CONTRACTS FROM THE US DEPARTMENT OF EDUCATION AND OREGON DEPARTMENT OF EDUCATION. FACT OREGON STAFF, BOARD, AND VOLUNTEERS SERVE ON NUMEROUS STATEWIDE COMMITTEES AND PARTNER COALITIONS. A FEW INCLUDE THE STATE ADVISORY COUNCIL ON SPECIAL EDUCATION, THE STATE INTERAGENCY COORDINATING COUNCIL, THE STATE REHABILITATION COUNCIL, THE OREGON CONSORTIUM OF FAMILY NETWORKS, THE OREGON DD COALITION, AND THE OREGON PARTNERS FOR EDUCATION JUSTICE. IN 2019, FACT OREGON UNDERTOOK SIGNIFICANT WORK IN DIVERSITY, EQUITY, AND INCLUSION, LEADING TO AN EQUITY STATEMENT APPROVED BY THE BOARD IN 2020. IN 2021, FACT OREGON REBRANDED WITH THE TAGLINE EMPOWERING FAMILIES |TRANSFORMING DISABILITY AND DEVELOPED AND ADOPTED A STATEMENT OF PRINCIPLES.THE NEED80,000 YOUTH WITH DISABILITIES RECEIVE SPECIAL EDUCATION SERVICES IN OREGON. AS A GROUP, THEY ARE DISPROPORTIONATELY SEGREGATED AND DISCIPLINED, UNDER-PROFICIENT IN READING AND MATH, AND ACHIEVE AMONG THE WORST GRADUATION/NONCOMPLETION RATES, WHICH SETS THEM UP FOR ADULT LIVES OF LIMITED OPTIONS. FAMILIES ALSO STRUGGLE TO UNDERSTAND AND PARTICIPATE IN THE SERVICES AND SYSTEMS MEANT TO SUPPORT THEIR CHILDREN. THE COVID-19 PANDEMIC EXACERBATED THESE CHALLENGES, DISRUPTING EFFORTS TO PRACTICE WHOLE LIFE PLANNING, YOUTH SELF-DETERMINATION, AND POSITIVE BEHAVIOR SUPPORTS. AS SUCH, WE HAVE SEEN A PERSISTENT UPTICK IN BEHAVIOR-RELATED SUPPORT REQUESTS EVER SINCE THE 2020-21 SCHOOL YEAR.FAMILIES ARE HUNGRY FOR SUPPORT, RESOURCES, AND ACTION TO CHANGE OUTCOMES FOR THEIR YOUTH. FAMILIES AND YOUTH NAVIGATING DISABILITY NEED EARLY, ACCURATE, AND FAMILY-FRIENDLY INFORMATION AND SUPPORT TO DEVELOP A VISION OF A WHOLE, FULL LIFE, TO ACCESS AND NAVIGATE DISABILITY AND SPECIAL EDUCATION SERVICES AND SYSTEMS, AND TO ADVOCATE FOR SYSTEMS CHANGE THAT WILL MAKE OREGON COMMUNITIES MORE ACCESSIBLE AND INCLUSIVE OF PEOPLE WITH DISABILITIES.OUR WORKFACT OREGON STRIVES TO INTERRUPT THE CYCLE OF SEGREGATION AND POOR OUTCOMES FOR PEOPLE WITH DISABILITIES BY HELPING FAMILIES, YOUTH, AND PROFESSIONALS WHO SUPPORT FAMILIES AND YOUTH, TO HOLD HIGH EXPECTATIONS, HAVE A SHARED VISION OF A WHOLE, FULL LIFE, AND TAKE STEPS TO MAKE THAT VISION POSSIBLE. OUR PROGRAMS AND SERVICES: DISRUPT ABLEISM AND CHANGE HOW PEOPLE THINK ABOUT DISABILITY. HIGHLIGHT THE IMPORTANCE OF SELF-DETERMINATION AND WHOLE LIVES. HELP FAMILIES SUPPORT CHILDREN'S GROWTH AND WELL-BEING IN SCHOOL, AT HOME, AND IN COMMUNITY.FACT OREGON HOLDS CONTRACTS AS OREGON'S PARENT & TECHNOLOGY INFORMATION CENTER FROM THE U.S. DEPARTMENT OF EDUCATION OFFICE OF SPECIAL EDUCATION AND THE OREGON DEPARTMENT OF EDUCATION TO ASSIST FAMILIES WITH SPECIAL EDUCATION RELATED CONCERNS. IN ADDITION, FACT OREGON PROVIDES SUPPORT AND TRAININGS COVERING A RANGE OF OTHER ISSUES THAT IMPACT OUR FAMILIES, INCLUDING ASSISTIVE TECHNOLOGY, BEHAVIOR, DISABILITY AWARENESS, SERVICE SYSTEM NAVIGATION, PERSON-CENTERED PLANNING, TRANSITION TO ADULTHOOD, AND MORE. FACT OREGON CURRENTLY ENGAGES WITH OVER 14,000 FAMILIES, COMMUNITY PARTNERS, AND PROFESSIONALS ACROSS THE STATE. OUR FAMILIES REPRESENT A WIDE RANGE OF DISABILITIES INCLUDING COGNITIVE, DEVELOPMENTAL, BEHAVIORAL, PHYSICAL, NEUROLOGICAL, AND MENTAL HEALTH DISABILITIES. 31% OF FAMILIES REPORTING RELEVANT DEMOGRAPHICS ARE FROM COMMUNITIES OF COLOR, WITH 19% IDENTIFYING AS HISPANIC/LATINO. 69% HAVE SCHOOL-AGED CHILDREN; 22% HAVE YOUNG ADULTS 18-26; 9% HAVE KIDS FIVE AND UNDER. 10% REQUIRE SUPPORT IN A LANGUAGE OTHER THAN ENGLISH. FACT OREGON PROVIDES DIRECT SUPPORT IN SPANISH AND COLLABORATES WITH A LANGUAGE LINE TO SUPPORT FAMILIES SPEAKING OTHER LANGUAGES. ACCOMPLISHMENTS IN 2022-232022-23 WAS THE FIRST FULL YEAR THAT WE MANAGED OUR SUPPORT LINE THROUGH ZENDESK, AND THE DATA WE HAVE CAPTURED PAINTS A STORY OF JUST HOW BUSY THE SUPPORT LINE IS POST-COVID. OVER THE YEAR, WE PROVIDED 1:1 SUPPORT OVER PHONE, EMAIL, TEXT, AND ZOOM TO 1,413 UNIQUE PEOPLE FROM AT LEAST 32 OREGON COUNTIES. 2,082 SPECIFIC REQUESTS WERE MADE, AND TO ADDRESS EACH NEED THOROUGHLY TOOK ON AVERAGE OF 12 BACK-AND-FORTH CONTACTS PER REQUEST (24,026 INDIVIDUAL CONTACTS TOTAL). 51% OF PEOPLE REQUESTING SUPPORT NEEDED ASSISTANCE ON BEHALF OF A YOUTH IN ELEMENTARY SCHOOL; 35% FOR A MIDDLE SCHOOL OR HIGH SCHOOLER, 7% FOR AGES 18-26, AND 7% FOR BIRTH-5. THE SIX MOST COMMON TOPICS WERE QUESTIONS ABOUT A CHILD'S IEP/IFSP, PARENT AND STUDENT PARTICIPATION IN DECISION MAKING, BEHAVIOR SUPPORTS, APPROPRIATE EVALUATION, LEAST RESTRICTIVE ENVIRONMENT, AND HEALTH AND WHOLE LIFE PLANNING.OUR TRAINING SCHEDULE OVER THE YEAR WAS ALSO FULL. WE CONTINUED TO PROVIDE ALL TRAINING VIRTUALLY, COVERING A BROAD RANGE OF TOPICS FROM EARLY CHILDHOOD THROUGH THE TRANSITION TO ADULTHOOD. TRAINING ATTENDEES WERE ASKED TO RATE THEIR PRE- AND POST-TRAINING KNOWLEDGE TO HELP SHOW GAINS. PARTICIPANTS REPORTED SIGNIFICANT GAINS IN UNDERSTANDING/APPLICATION OF THE FOLLOWING TOPICS OR CONCEPTS: IEP/IFSP DEVELOPMENT PROCESS, THE PARENT'S ROLE IN A CHILD'S EDUCATION, MEANINGFUL PARTICIPATION, THE IMPORTANCE OF VISION AND HIGH EXPECTATIONS, AND THE MAIN TOPIC AREA. 92% OF TRAINING PARTICIPANTS OVER THE YEAR RATED THEIR POST-TRAINING KNOWLEDGE OF THE MAIN TOPIC AREA AS GOOD OR GREAT COMPARED TO 52% BEFOREHAND. ONE SERIES THAT WE WERE PROUD TO OFFER WAS A SELF-DETERMINATION AND FINANCIAL EMPOWERMENT SERIES FOR YOUTH WITH DISABILITIES. 21 YOUTH PARTICIPATED, AND 18 COMPLETED THE 6-SESSION SERIES, LEARNING ABOUT THE CONCEPT OF SELF-DETERMINATION, TALKING ABOUT HOW WE CHOOSE OR NEED TO SPEND MONEY, SETTING FINANCIAL GOALS, LEARNING HOW TO BUDGET, AND MUCH MORE. HANDS ON LEARNING, GAMES, AND VISUALS HELPED YOUTH ENGAGE IN THE CONTENT. YOUTH WERE EXCITED TO TAKE CONTROL OF THEIR OWN FINANCES, AND THEY SHARED THEIR FINANCIAL VISIONS AND IDENTIFIED SPECIFIC GOALS AND NEXT STEPS TO TAKE. LASTLY, A THIRD COHORT GRADUATED FROM OUR ACTIVATE YOUR ADVOCACY PARENT LEADERSHIP PROGRAM. THIS PROGRAM HAS NOW TRAINED 64 PEOPLE FROM AROUND THE STATE, EQUIPPING THEM TO BECOME ACTIVATED LEADERS WORKING FOR EQUITY-BASED SCHOOL REFORM AND SYSTEMS CHANGE. SEVERAL NOW SERVE ON OUR STAFF OR BOARD, AND OTHER GRADUATES HAVE PROVIDED TESTIMONY ON EDUCATION-RELATED BILLS OR JOINED A STATEWIDE, REGIONAL, OR EVEN NATIONAL DECISION-MAKING BODY. 786506 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 OR X CHRISTY REESE 5037866082 2475 SE LADD AVE SUITE 430 PORTLAND OR 97015 KYLE REARDON PRESIDENT 2.00 X X 0 0 0 ALEXA STUART VICE PRESIDENT 1.00 X X 0 0 0 BRIANA PARRA TREASURER 1.00 X X 0 0 0 MARISSA GLEASON SECRETARY 1.00 X X 0 0 0 PAUL CARSON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 CONNOR KAVANAUGH DIRECTOR 0.50 X 0 0 0 MARY HART DIRECTOR 1.00 X 0 0 0 PATRICIA CAVANAUGH DIRECTOR 0.50 X 0 0 0 CINDI POLYCHRONIS DIRECTOR 0.50 X 0 0 0 JAN MORTON DIRECTOR 0.50 X 0 0 0 ANNETTE SHABAT SHELLY DIRECTOR 0.50 X 0 0 0 ALISON WATKINS DIRECTOR 0.30 X 0 0 0 ELLIOTT DALE DIRECTOR 0.30 X 0 0 0 EMILY PURRY DIRECTOR 0.30 X 0 0 0 LAXMAN PRAKASH DIRECTOR 0.30 X 0 0 0 CHRISTY REESE EXECUTIVE DIRECTOR 40.00 X 62080 0 9939 62080 0 9939 0 0 0 0 0 23535 740963 240008 1004506 CONSULTING 624100 15700 15700 REGISTRATION FEES 624100 1576 1576 17276 47 47 31855 0 31855 31855 31855 769 -769 -769 -769 11420 23535 8754 2666 2666 8155 0 8155 8155 668 2753 -2085 -2085 MISCELLANEOUS 900099 631 631 631 1062282 15822 0 41954 70000 59131 7367 3502 497540 420285 52361 24894 15001 12671 1579 751 52715 44529 5548 2638 24694 23463 1231 20207 19200 1007 85604 81496 3420 688 48932 41334 5150 2448 10422 10422 17746 17746 5128 4102 1026 7750 6547 816 387 12298 11756 542 CONTRACT SERVICES 18111 18111 21264 15713 1464 4087 907412 786506 81511 39395 400407 542379 100000 222696 109801 17601 24897 35153 24998 7368 10155 0 259508 635177 1059635 71636 81526 150000 150000 0 259698 221636 491224 X 338541 475431 75000 92980 413541 568411 635177 1059635 154870 0 X X 1 X 0 1 0 X 862674 888748 934241 849679 1004506 4539848 862674 888748 934241 849679 1004506 4539848 193560 4346288 8 12 5804 19310 31902 57036 19575 19575 2789 2511 1587 635 7522 4623981 27828 0.93990 0.95380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4137 4137 903275 907412 161112 40278 0 0 145088 128578 151515 161112 586293 879440 3276 4137 7413 36272 32145 37879 40278 146574 219861 3276 4137 7413 31153 21552 9601 4000 3446 554 10155 OPERATING RIGHT-OF-USE ASSETS 259508 259508 OPERATING LEASE LIABILITIES 259698 259698 X 1065035 2753 2753 1062282 0 1062282 910165 2753 2753 907412 0 907412 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE 2,753. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE 2,753. 34955 23535 11420 799 2391 5564 34955 23535 11420 799 2391 5564 8754 2666 FORM 990, PART III, LINE 1 MISSION: EMPOWER OREGON FAMILIES EXPERIENCING DISABILITY IN THEIR PURSUIT OF A WHOLE LIFE BY EXPANDING AWARENESS, GROWING COMMUNITY, AND EQUIPPING FAMILIES. VISION: FAMILIES HAVE HIGH EXPECTATIONS AND A VISION FOR THE FUTURE WHERE ALL COMMUNITIES ARE ACCESSIBLE, WELCOMING, AND EMBRACE THAT DISABILITY IS NATURAL. VALUES: WHAT DRIVES OUR WORK DISABILITY IS NATURAL. THE IMPORTANCE OF HIGH EXPECTATIONS. SELF-DETERMINATION MUST BE ASSURED. WHOLE LIVES HAPPEN WHEN FAMILIES EXPERIENCING DISABILITY ENGAGE WITH THEIR COMMUNITIES. FAMILY INVOLVEMENT IS CRITICAL THROUGHOUT THE LIFE OF A FAMILY MEMBER WITH A DISABILITY. EQUITABLE ACCESS FOR ALL AND RESPECT FOR CULTURAL DIFFERENCES. STATEMENT OF PRINCIPLES FACT OREGON EMPOWERS FAMILIES AND TRANSFORMS HOW COMMUNITIES PERCEIVE DISABILITY. OUR PEER SUPPORT, TRAININGS, AND RESOURCES EQUIP AND EMPOWER FAMILIES, TRANSFORM HOW THEY SEE DISABILITY, AND HELP THEM HAVE HIGH EXPECTATIONS AND DREAM BIG DREAMS FOR THEIR CHILDREN. WE DRAW ON THE LIVED EXPERIENCE OF OUR TEAM, MANY THEMSELVES PARENTS OF YOUTH EXPERIENCING DISABILITY, AND CALL OUT THE CRITICALLY IMPORTANT ROLE OF PARENT/CAREGIVER AS A CHILD'S NUMBER ONE FAN AND ADVOCATE. FACT OREGON HOLDS THAT DISABILITY IS A NATURAL PART OF THE HUMAN CONDITION AND THAT PEOPLE EXPERIENCING IT HAVE THE RIGHT AND ABILITY TO CREATE FULFILLING, WHOLE, SELF-DETERMINED LIVES. WE APPRECIATE THAT PARENTS/CAREGIVERS ARE SUBJECT MATTER EXPERTS ON THEIR CHILDREN AND ARE BEST EQUIPPED TO HELP SET A NORTH STAR AND A POSITIVE TRAJECTORY FOR THEIR LIVES WHEN THEY ARE SUPPORTED TO DO SO. WE EDUCATE FAMILIES ON HOW TO ADVOCATE, NAVIGATE SYSTEMS, AND BUILD COMMUNITIES IN WHICH THEIR CHILDREN THRIVE. WE BELIEVE IN INCLUSION AND THAT WE ARE ALL PART OF A LARGER, DIVERSE COMMUNITY IN WHICH EVERYONE HAS STRENGTHS AND SOMETHING TO CONTRIBUTE. WE STRIVE TO CREATE SUPPORTS THAT ARE ACCESSIBLE TO ALL FAMILIES, WITH THE IDEA THAT NO CHILD OR FAMILY SHOULD FEEL ALONE. WE BELIEVE THAT SYSTEMS SHOULD EMPOWER FAMILIES RATHER THAN FRUSTRATE OR IMPEDE, AND WE WORK TOWARDS THAT GOAL. WE BELIEVE ABLEISM MUST BE ADDRESSED AND DISMANTLED AND THAT THERE IS NO SUCH THING AS "TOO DISABLED" FOR SELF-DETERMINATION. WE BELIEVE THAT, WITH IMAGINATION AND CREATIVITY, FAMILIES CAN DISCOVER THE RIGHT SUPPORTS TO INCREASE THEIR CHILDREN'S INDEPENDENCE AND MAKE A WHOLE LIFE POSSIBLE. FAMILIES WE SUPPORT WILL REALIZE THAT MESSY, FULL, SELF-DETERMINED, INDEPENDENT LIVES, WITH REAL RELATIONSHIPS IN COMMUNITIES IS POSSIBLE. FORM 990, PART VI, SECTION A, LINE 8B SOME COMMITTEES TAKE MEETINGS BUT ALL DECISIONS ARE MADE AT BOARD OF DIRECTOR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS PRESENTED TO ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR FOR REVIEW. THEY THEN MOTION TO APPROVE THE FILING OF THE RETURN AS PREPARED IF THERE ARE NO CHANGES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED AN ANNUAL CONFLICT OF INTEREST STATEMENT THAT REQUIRES DISCLOSURE AND SIGNATURE, AS WELL AS CONTINUING TO DECLARE ANY CONFLICTS AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS REVIEWED AND APPROVED INCREASES TO ALL SALARIES. ONLINE RESEARCH REGARDING COMPARABLE JOB POSITIONS ARE SOUGHT AND DECISIONS ON SALARY ARE MADE. NO WRITTEN POLICY EXISTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.