2024-04-02T13:49:22-05:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 943106407 AMERICAN LEADERSHIP FORUM OF OREGON AMER 5036362288 221 NW SECOND AVENUE 306 PORTLAND OR 97209 SARAH GREENMAN EXECUTIVE DIRECTOR 5036362288 2024-04-02 SARAH GREENMAN 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH GREENMAN 221 NW SECOND AVENUE 306 PORTLAND OR 97209 647878 0 X WWW.ALFO.ORG X 1989 OR TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. 10 10 5 91 0 0 200613 246955 341250 391816 44 57 -22972 -27242 518935 611586 94250 121164 0 0 256790 251059 23862 23793 53043 217531 248856 592433 644872 -73498 -33286 464840 420974 142549 110245 322291 310729 X THE PURPOSE OF THE AMERICAN LEADERSHIP FORUM OF OREGON IS TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. IT ENHANCES LEADERSHIP BY BUILDING ON THE STRENGTHS OF DIVERSITY AND BY PROMOTING COLLABORATIVE PROBLEM SOLVING WITHIN AND AMONG COMMUNITIES. 0 0 445855 121164 391816 FELLOWS LEADERSHIP PROGRAM: OBJECTIVE/ MISSION: JOIN AND STRENGTHEN DIVERSE LEADERS ACROSS OREGON FOR THE BENEFIT OF THE COMMON GOOD. WE DO THIS BY:1) FELLOWS LEADERSHIP - HOSTING TWO CLASSES OF LEADERS DIVERSE IN THEIR RACE, ETHNICITY, SECTOR, GEOGRAPHY (URBAN, RURAL, SUBURBAN), SEXUAL ORIENTATION, AND GENDER EACH YEAR. 2) SENIOR FELLOW ENGAGEMENT CONTINUING TO CREATE OPPORTUNITY FOR THESE GRADUATES TO CONNECT AND ENGAGE. CONTINUED ON SCHEDULE O. ALF OREGON GRADUATED TWO CLASSES OF FELLOWS (A TOTAL OF 39 FELLOWS) FROM ITS FELLOWS LEADERSHIP PROGRAM. THE CLASSES EXPERIENCE AN ORIENTATION DAY, ONE COMMUNITY BUILDING WEEK (ST. HELENS, OR) AND NINE VISITS TO DIFFERENT OREGON COMMUNITIES TO LEARN ABOUT THE COMMUNITIES. THEY ALSO DIALOGUED AROUND TOPICS LIKE DIVERSITY, EQUITY, RESILIENCE, COLLABORATIVE ACTION, THE U-THEORY, AND SYSTEMS THINKING, CONTEMPLATING THE ESSENCE OF THESE AND HOW THEY, AS LEADERS, PRACTICE AND MODEL THEM. IN THESE COMMUNITIES, ALF OREGON STAFF ENGAGED AT LEAST A DOZEN GRADUATES OF THE ALF OREGON FELLOWS LEADERSHIP PROGRAM ("SENIOR FELLOWS"). 19919 SENIOR FELLOWS ENGAGEMENT: ALF OREGON HOSTS REGULAR CONVENINGS FOR THE SENIOR FELLOW NETWORK (ALF OREGON GRADUATES) TO CONTINUE TO MEET, CONNECT, AND LEARN FROM ONE ANOTHER ABOUT TIMELY ISSUES. THIS YEAR, WE HOSTED THE FOLLOWING EVENTS THAT WERE INSPIRED BY AND LED BY SENIOR FELLOWS: * 8 SENIOR FELLOW SATURDAYS INVITING FELLOWS AND SENIOR FELLOWS TO LEARN ABOUT AN OREGON COMMUNITY SIMILAR TO FELLOWS PROGRAMMING.* 6 AFFINITY GROUPS THAT MET MONTHLY OR QUARTERLY. CONTINUED ON SCHEDULE O. * 5 DIALOGUE AND INFORMATIONAL EVENTS (ONE ON THE INDIAN CHILD WELFARE ACT; ONE ON OREGON CHILD LITERACY; ONE ON THE ICONOGRAPHY OF THE AMERICAN FLAG CALLED UNITY, DISSENT AND THE AMERICAN FLAG; ONE ON UPROOTING WHITE SUPREMACY IN ORGANIZATIONAL CULTURE; AND ONE ON MASTERING COMPLEX POWER DYNAMICS IN GROUP SETTINGS). 465774 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 OR X X SARAH GREENMAN 5036362288 221 NW SECOND AVENUE SUITE 306 PORTLAND OR 97209 BERK NELSON BOARD CHAIR 1.00 X X 0 0 0 AJ JACKSON BOARD VICE CHAIR 1.00 X X 0 0 0 PATRICK QUINTON BOARD TREASURER 1.00 X X 0 0 0 VICKI NAKASHIMA BOARD SECRETARY 1.00 X X 0 0 0 JESSIE EAGAN BOARD MEMBER 1.00 X 0 0 0 GREG HOLMES BOARD MEMBER 1.00 X 0 0 0 STEPHANIE HOOPER BOARD MEMBER 1.00 X 0 0 0 DANI LEDEZMA BOARD MEMBER 1.00 X 0 0 0 MIKE MARSHALL BOARD MEMBER 1.00 X 0 0 0 BRANDI TUCK BOARD MEMBER 1.00 X 0 0 0 KELLEY WHITMORE INTERIM E.D. (MAY '22 - OCT. '22) 40.00 X 81264 0 0 SARAH GREENMAN EXECUTIVE DIRECTOR (BEG. OCT. '22) 40.00 X 24005 0 0 105269 0 0 0 0 0 0 0 41432 5000 200523 246955 PROGRAM FEES/TUITION 900099 391816 391816 391816 57 57 9050 41432 36292 -27242 -27242 611586 391816 0 -27185 X 121164 121164 124017 78265 38311 7441 85382 53883 26377 5122 19477 12040 6339 1098 22183 9554 11726 903 15191 15191 23793 23793 107169 83420 10204 13545 1467 1467 8463 2053 6410 11925 11925 80268 78356 1910 2 3817 2908 909 727 727 1138 1138 FELLOWS EXPENSE 6548 6548 DUES AND SUBSCRIPTIONS 5546 5546 PROGRAM EXPENSE 3544 3544 MISCELLANEOUS 3053 3053 14039 -15178 1139 644872 465774 126055 53043 174273 114691 42335 40667 10285 6000 15000 26666 2125 726 3636 3454 909 182 219913 232042 464840 420974 20214 17995 122335 92250 142549 110245 X 77911 228834 244380 81895 322291 310729 464840 420974 X -33286 -334 22058 X 0 0 0 X 199391 150521 305628 200613 246955 1103108 199391 150521 305628 200613 246955 1103108 378445 724663 1318 1694 2535 44 57 5648 929 108 467 725 2229 1110985 1314410 0.65230 0.72180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 929. 2019 AMOUNT: $ 108. 2020 AMOUNT: $ 467. 2021 AMOUNT: $ 725. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 219913 23732 9928 1675 232042 274484 -43067 9458 2046 219913 217391 68069 9030 1945 274484 211848 8832 7671 8782 2178 217391 212990 8627 8445 1324 211848 1.00000 1 0 3636 3454 182 182 BENEFICIAL INTEREST IN ASSETS HELD AT THE OREGON COMMUNITY FOUNDATION 232042 232042 PART V, LINE 4: THE DON FRISBEE SCHOLARSHIP FUND WAS ESTABLISHED TO FUND TUITION SCHOLARSHIPS FOR THOSE WHO WOULD NOT OTHERWISE BE ABLE TO PAY FOR PARTICIPATION IN THE AMERICAN LEADERSHIP FORUM FELLOWS PROGRAM. X X X X 1 SWAIM STRATEGIES 300 NE FAILING PORTLAND OR 97212 AUCTION CONSULTING SERVICES 0 0 23793 0 23793 OR 2023 REUNION GALA 50482 41432 9050 465 13820 19480 2527 50482 41432 9050 465 13820 19480 2527 36292 -27242 1 TUITION ASSISTANCE 18 121164 PART I, LINE 2: THE SCHOLARSHIPS ARE SELF-MONITORED AND REPRESENT A TUITION DEDUCTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY MANAGEMENT PRIOR TO ITS FILING WITH THE IRS. THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE FULL BOARD AFTER IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE COURSE OF REGULAR BOARD MEETING BUSINESS, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT WOULD ARISE AS IT RELATES TO THE ALF PROGRAM, FUNDING AGENCIES AND/OR VENDOR SELECTION. THIS HAPPENS ON A REGULAR AND ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD IS TASKED WITH COORDINATING THE REVIEW OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. AS PART OF THAT PROCESS, A SALARY REVIEW MAY BE MADE AT THAT TIME IN ORDER TO INFORM THE FULL BOARD OF THE GENERALLY ACCEPTED RANGE OF COMPENSATION FOR COMPARABLE RESPONSIBILITIES IN SIMILARLY SIZED ORGANIZATIONS. THE RESULT IS DOCUMENTED IN THE MEETING MINUTES. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 83,420. MANAGEMENT AND GENERAL EXPENSES 10,204. FUNDRAISING EXPENSES 13,545. TOTAL EXPENSES 107,169. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD AT OREGON COMMUNITY FDN. 22,058.