2024-07-11T15:46:48-05:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 931095351 THE CAMPBELL INSTITUTE CAMP 5032199034 1500 SW 1ST AVENUE 750 PORTLAND OR 97201 KALI THORNE LADD CEO 5032199034 2024-06-29 1 KALI THORNE LADD 999009999 0 GERARD DEBLOIS P01287653 5032270581 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X THE CHILDREN'S INSTITUTE KALI THORNE LADD 1500 SW 1ST AVENUE 750 PORTLAND OR 97201 15207580 0 X CHILDINST.ORG X 2003 OR LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY. 14 14 26 30 0 0 2269503 12145120 102829 170092 53495 267691 372 -68294 2426199 12514609 344560 492812 0 0 2391188 2443922 0 0 408990 1351336 1391336 4087084 4328070 -1660885 8186539 5950049 14333541 393066 580848 5556983 13752693 X CHILDREN'S INSTITUTE'S MISSION IS TO LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY. 0 0 670736 11438 PUBLIC POLICY AND ADVOCACY FOR EARLY CHILDHOOD CARE AND EDUCATION: CI CREATES PUBLIC POLICY AND ADVOCATES FOR PUBLIC INVESTMENT IN EARLY CHILDHOOD PROGRAMS AND SERVICES. WE DO THIS THROUGH A COORDINATED STRATEGY FOR DEVELOPING A BOLD EARLY CHILDHOOD POLICY AGENDA THAT ENGAGES FAMILIES AND PROVIDERS AND CULTIVATES CHAMPIONS ACROSS EDUCATION AND HEALTH. WE CONVENE OREGON'S EARLY CHILDHOOD COALITION (ECC), A PARTNERSHIP OF MORE THAN 65 STATE AND NATIONAL ORGANIZATIONS WHO ADVOCATE AT THE STATE LEGISLATURE TO IMPROVE OUTCOMES FOR OREGON'S YOUNGEST CHILDREN AND FAMILIES. WE WORK WITH AND ALONGSIDE COMMUNITY PARTNERS TO ELEVATE THE VOICES OF PARENTS, PROVIDERS, AND EDUCATORS. IN THIS WORK, WE EMPHASIZE RACIAL EQUITY AND ECONOMIC JUSTICE IN THE DEVELOPMENT AND IMPLEMENTATION OF AN EARLY CHILDHOOD ADVOCACY AGENDA FOR OREGON. CI TRANSLATES LARGE-SCALE RESEARCH AND POPULATION CENSUS DATA IN WAYS THAT INFLUENCE POLICY AND PROGRAMS. OUR RESEARCH-BASED POLICY RECOMMENDATIONS ARE INFORMED BY LOCAL AND NATIONAL PROMISING PRACTICES, LIVED EXPERIENCES OF FAMILIES AND PROVIDERS, COMMUNITY LEADERS AND ORGANIZATIONS, AND NATIONAL TRENDS. OUR TEAM COLLABORATES ACROSS SECTORS AND ACROSS GEOGRAPHIES TO DEVELOP AND ADVANCE RECOMMENDATIONS FOR STATE INVESTMENTS AND LAWS THAT INCREASE ACCESS TO AND IMPACT OF HIGH-QUALITY EARLY CHILDHOOD PROGRAMS AND SERVICES. WE VALUE THE RESEARCH TO POLICY CONTINUUM FOR SYSTEMS CHANGE AND USE A ROBUST COMMUNICATIONS STRATEGY TO ADVANCE CI'S VISION. THAT STRATEGY EMPLOYS A RANGE OF TOOLS AND TACTICS THAT ALLOW US TO SHARE VITAL INFORMATION ABOUT THE EARLY CHILDHOOD LANDSCAPE, DEFINE PRIORITY ISSUES, SHAPE POLICY, ILLUMINATE ADVOCACY, AND STRENGTHEN THE NARRATIVE AROUND THE VALUE AND IMPORTANCE OF EARLY CHILDHOOD INVESTMENTS WE ARE ACTIVELY WORKING TO EXPAND OUR REACH IN RURAL AREAS, LOW-INCOME COMMUNITIES, AND TO COMMUNITIES OF COLOR IN BOTH URBAN AND RURAL SETTINGS. 2688718 492812 46449 SUPPORTING EARLY YEARS AND EARLY GRADES SUCCESS: CI LAUNCHED EARLY SCHOOL SUCCESS (ESS) TO WORK WITH EDUCATORS AND CREATE ECOSYSTEMS OF PRESCHOOL AND ELEMENTARY ALIGNMENT BUILT AROUND THE BEST PRACTICES IN CHILD DEVELOPMENT. ESS IS DESIGNED TO MAKE THIS ALIGNMENT POSSIBLE WHILE TRANSFORMING THE LEARNING EXPERIENCE TO YIELD BETTER OUTCOMES FOR CHILDREN, FAMILIES, AND EDUCATORS. THIS IS A STRATEGY THROUGH WHICH CI FACILITATORS COACH DIVERSE TEAMS OF TEACHERS, SCHOOL LEADERS, EARLY LEARNING STAFF, AND COMMUNITY PARTNERS BY WORKING WITH THEM TO IDENTIFY A PROBLEM OF PRACTICE, CREATE CHANGE IDEAS, AND IMPLEMENT NEW STRATEGIES. THIS PROCESS IS KNOWN AS HUMAN-CENTERED DESIGN AND CI IS A FORERUNNER IN EMPLOYING THIS STRATEGY IN EARLY CHILDHOOD EDUCATION. KEY TO THIS APPROACH IS CENTERING THE WHOLE CHILD, PLAY-CENTERED LEARNING, AND NEUROSCIENCE INTO A QUALITY IMPROVEMENT PROCESS. ESS IS A DISTRICT/SCHOOLWIDE PROGRAM THAT SPANS THREE TO FIVE YEARS, WITH THE GOAL TO INCREASE CONTINUITY AND ESTABLISH SYSTEM CHANGE. THE EARLY LEARNING ACADEMY (ELA) IS AN INTENSIVE ONE-YEAR COHORT-BASED LEARNING EXPERIENCE FOR EDUCATORS AND LEADERS WORKING TO STRENGTHEN EARLY LEARNING IN THEIR DISTRICT. IN ADDITION TO THE ELA TRAINING, PARTICIPANTS RECEIVE EXCLUSIVE ACCESS TO A CHANGE LIBRARY THAT COLLECTS AND SHARES CHANGE IDEAS THAT CAN BE ENACTED IN SCHOOL SETTINGS. BOTH ESS AND ELA TARGET SCHOOLS WITH LARGE HISTORICALLY UNDER-SERVED COMMUNITIES INCLUDING TITLE 1 SCHOOLS, RURAL SCHOOLS, AND SCHOOLS WITH LARGE PERCENTAGES OF CULTURALLY DIVERSE AND DUAL-LANGUAGE LEARNERS. EARLY WORKS (EW) IS A LONG-TERM SCHOOL AND COMMUNITY-BASED INITIATIVE LAUNCHED IN 2011. IT USES A COLLECTIVE IMPACT APPROACH TO SUPPORT FAMILIES AND YOUNG CHILDREN BY ESTABLISHING PRESCHOOL CLASSROOMS CO-LOCATED WITH K-5 ELEMENTARY SCHOOLS, BUILDING COMMUNITY PARTNERSHIPS, IMPLEMENTING RESEARCH-BASED STRATEGIES, AND CONNECTING FAMILIES TO WRAPAROUND SUPPORT AND RESOURCES, INCLUDING RENT AND UTILITY ASSISTANCE, AND COMMUNITY HEALTH WORKERS. EW HAS DEMONSTRATED TRANSFORMATION AND ALIGNMENT OF EARLY LEARNING AND ELEMENTARY GRADES. 179252 90000 SUPPORTING HEALTHY DEVELOPMENT: WITH OUR PARTNERS AT OREGON PEDIATRIC IMPROVEMENT PARTNERSHIP (OPIP) AND OREGON HEALTH AUTHORITY (OHA), WE ARE DEVELOPING GROUNDBREAKING QUALITY MEASUREMENT AND IMPROVEMENT ACTIVITIES TO SUPPORT EARLY CHILDHOOD HEALTH AND DEVELOPMENT. THIS INCLUDES INCENTIVE METRICS FOCUSED ON CHILDREN'S BEHAVIORAL AND SOCIAL-EMOTIONAL HEALTH, FROM BIRTH TO AGE 5. THIS METRIC REQUIRES MEDICAID COORDINATING CARE ORGANIZATIONS (CCOS) TO EXAMINE GAPS IN SOCIAL-EMOTIONAL HEALTH SERVICES, ENGAGE COMMUNITIES IN MAPPING ASSETS, AND IDENTIFYING SOLUTIONS. CI CONTRACTED WITH THE OREGON HEALTH AND EDUCATION COLLABORATIVE (OHEC) TO ASSIST THEM IN LAUNCHING THEIR STATEWIDE INITIATIVE FOCUSED ON COMMUNITIES ESTABLISHING CHILD SUCCESS BLUEPRINTS TO SUPPORT THE FIRST 1000 DAYS OF A CHILD'S LIFE. 37205 22205 EARLY CHILDHOOD EQUITY COLLABORATIVE: IN JANUARY 2023, SVP PORTLAND TRANSFERRED FISCAL SPONSORSHIP OF THE EARLY CHILDHOOD EQUITY COLLABORATIVE (ECEC) TO CHILDREN'S INSTITUTE. THE ECEC IS A COALITION OF COMMUNITY-BASED ORGANIZATIONS PROVIDING CULTURALLY SPECIFIC SERVICES AND PROGRAMS TO CHILDREN AND FAMILIES. CI OPERATES AS THE FISCAL SPONSOR FOR THE ECEC IN ITS EFFORTS TO INCREASE INVESTMENT IN CULTURALLY SPECIFIC ORGANIZATIONS TO PROVIDE EARLY CHILDHOOD PROGRAMS AND SHIFT THE PUBLIC NARRATIVE TO MAKE EQUITY A PUBLIC PRIORITY IN OREGON'S EARLY EDUCATION SYSTEM. 37205 22205 3575911 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ELI O'BRATE 5032199034 1500 SW 1ST AVENUE 750 PORTLAND OR 97201 BOB HARDING CHAIR 5.00 X X 0 0 0 FRANK REPPENHAGEN TREASURER 3.00 X X 0 0 0 MARISSA KAISER VICE-CHAIR 3.00 X X 0 0 0 RONDA FRITZ SECRETARY 3.00 X X 0 0 0 AMY DOWD BOARD MEMBER 3.00 X 0 0 0 BECKY TYMCHUCK BOARD MEMBER (DEC 2023-PRESENT) 3.00 X 0 0 0 CEDRIC BERRY BOARD MEMBER 3.00 X 0 0 0 JENNIFER BRUML BOARD MEMBER 3.00 X 0 0 0 JOHN TAPOGNA IMMEDIATE PAST CHAIR (JAN 2023-MAR 2023) 3.00 X 0 0 0 JOTH RICCI BOARD MEMBER 3.00 X 0 0 0 MADDIE O'NEILL ANDREWS BOARD MEMBER 3.00 X 0 0 0 MATTHEW CHAPMAN BOARD MEMBER (JAN 2023-JUNE 2023) 3.00 X 0 0 0 MIGNON MAZIQUE BOARD MEMBER 3.00 X 0 0 0 MIRIAM CALDERON BOARD MEMBER (DEC 2023-PRESENT) 3.00 X 0 0 0 NAJIA HYDER BOARD MEMBER (JAN 2023-SEPT. 2023) 3.00 X 0 0 0 PETER BUCKLEY BOARD MEMBER (DEC 2023-PRESENT) 3.00 X 0 0 0 SARA KERR BOARD MEMBER 3.00 X 0 0 0 SU EMBREE BOARD MEMBER 3.00 X 0 0 0 CAROLE SHELLHART CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER 40.00 X 133466 0 12513 KALI THORNE LADD CHIEF EXECUTIVE OFFICER 40.00 X 217200 0 15879 DANA HEPPER DIRECTOR OF POLICY AND ADVOCACY 40.00 X 139216 0 5599 ERICA MULLEN DIRECTOR OF DEVELOPMENT 40.00 X 125917 0 5037 ERIN LOLICH DIRECTOR OF SCHOOL BASED INITIATIVES 40.00 X 101233 0 13286 MARINA MERRILL DIRECTOR OF RESEARCH AND STRATEGY 40.00 X 121016 0 12203 838048 0 64517 6 0 1 0 PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 OPINION AND EVALUATION 390407 COMMUNITY DESIGN PARTNERS LLC 2616 NE 32ND COURT PORTLAND OR 97212 ESS SUPPORT AND ELA FACILITATION 120555 2 273371 11871749 12145120 CONTRACTS 611710 130387 130387 FISCAL SPONSORSHIP FEES 611710 22205 22205 SEMINARS & CONFERENCES 611710 17500 17500 170092 166029 166029 2725224 2623562 101662 101662 101662 0 273371 69409 -69409 -69409 MISCELLANEOUS INCOME 900099 1115 1115 1115 12514609 170092 0 199397 X 492812 492812 379058 197110 130033 51915 1640973 1328987 81052 230934 60556 49321 2709 8526 204757 158789 17371 28597 158578 120335 16040 22203 10981 10981 19300 19300 14000 14000 5775 5775 485306 451033 15887 18386 117933 85925 11199 20809 33611 29514 2930 1167 114006 92609 8877 12520 58021 52021 2657 3343 3120 2535 242 343 15012 12200 1163 1649 EVALUATION AND DATA COL 397907 397907 EVENT EXPENSES 70420 49343 14942 6135 EQUIPMENT AND MAINTENAN 45944 41470 2011 2463 4328070 3575911 343169 408990 200 200 3186229 3404809 946558 6942078 56707 118606 70460 64158 9421 6302 1634140 3848260 116794 13286 5950049 14333541 274780 567429 118286 13419 393066 580848 X 2192603 4731574 3364380 9021119 5556983 13752693 5950049 14333541 8186539 9171 0 X X 0 1 X 1 0 X 1979285 3600954 1403027 2269503 3645120 12897889 1979285 3600954 1403027 2269503 3645120 12897889 3534214 9363675 74195 49609 26921 44409 166029 361163 1115 1115 3829 2775 902 372 7878 13268045 272921 0.70570 0.45390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 30233 30233 3883072 3913305 345665 86416 0 0 314617 310592 337737 345665 1308611 1962917 20504 33503 21360 30233 105600 78654 77648 84434 86416 327152 490728 27692 27692 0 42768 36466 6302 6302 OPERATING LEASE LIABILITIES 13419 13419 X 12587414 9171 69409 78580 12508834 5775 5775 12514609 4391704 69409 69409 4322295 5775 5775 4328070 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: EVENT EXPENSES NETTED AGAINST REVENUE FOR 990 69,409. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED ON FINANCIAL STATEMENTS AND 990 69,409. CHAMPIONS FOR CHILDREN 273371 273371 13230 35021 21158 273371 273371 13230 35021 21158 69409 -69409 1 BEAVERTON SCHOOL DISTRICT 16550 SW MERLO RD BEAVERTON OR 97003 936001065 170(C)(1) 125184 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM FOREST GROVE SCHOOL DISTRICT 1728 MAIN STREET FOREST GROVE OR 97116 930566292 170(C)(1) 100000 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM LINCOLN COUNTY SCHOOL DISTRICT 1212 NE FOGARTY STREET NEWPORT OR 97365 936000627 170(C)(1) 120000 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM ST HELENS SCHOOL DISTRICT 474 N 16TH STREET ST HELENS OR 97051 936011087 170(C)(1) 144609 0 SCHOOL DISTRICT IN EARLY SCHOOL SUCCESS PROGRAM 4 PART I, LINE 2: THE ORGANIZATION REQUIRES REPORTING ON GRANT USE. X X X X 0 0 0 0 0 0 0 0 0 KALI THORNE LADD CHIEF EXECUTIVE OFFICER 217200 0 0 0 0 0 8736 0 7143 0 233079 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, IS BASED ON OUR AUDITED FINANCIAL STATEMENTS, AND IS REVIEWED BY BOTH THE FINANCE & OPERATIONS MANAGER AND CEO. THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE, THE TREASURER, AND THE CHAIRMAN OF THE BOARD BEFORE FILING. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE FINANCE & OPERATIONS MANAGER, CEO, AND FINANCE COMMITTEE. THE AUDITED FINANCIALS ARE APPROVED BY THE FULL BOARD AFTER PRESENTATION BY THE AUDITOR. FORM 990, PART VI, SECTION B, LINE 12C WHEN NEW BOARD MEMBERS ARE APPROVED THEY SIGN THE CONFLICT OF INTEREST FORM. IN ADDITION, BOARD MEMBERS RENEW BY SIGNING THE FORM AGAIN AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 CHILDREN'S INSTITUTE USES A STRUCTURED COMPENSATION PLAN APPROVED BY THE BOARD OF DIRECTORS IN 2022. THE COMPENSATION PLAN CLASSIFIES POSITIONS INTO GRADE LEVELS AND ALL EMPLOYEES (EXCEPT CEO) START AT THE BASE GRADE RATE. PAY GRADES HAVE BEEN ESTABLISHED USING EXTERNAL WAGE DATA AS A GUIDE. THE BOARD OF DIRECTORS PROVIDES AN ANNUAL REVIEW OF THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 285,478. MANAGEMENT AND GENERAL EXPENSES 15,887. FUNDRAISING EXPENSES 18,386. TOTAL EXPENSES 319,751. EDUCATIONAL CONSULTING: PROGRAM SERVICE EXPENSES 120,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,555. HEALTH METRIC SUPPORT: PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.