2025-03-04T14:53:22-06:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 364533809 FAMILY AND COMMUNITY TOGETHER FAMI 5037866020 2475 SE LADD AVENUE 430 PORTLAND OR 97214 CHRISTY REESE EXECUTIVE DIRECTOR 5037866020 2025-03-03 1 0 GERARD DEBLOIS P01287653 5032270581 2023 2025-03-06 01:10:19Z CHRISTY REESE 2475 SE LADD AVENUE 430 PORTLAND OR 97214 849388 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. 13 13 16 50 0 0 1004506 786718 17276 18291 -722 50 41222 39784 1062282 844843 0 0 0 0 635256 723143 0 0 107942 272156 306949 907412 1030092 154870 -185249 1059635 835981 491224 452819 568411 383162 X SEE SCHEDULE O 0 0 819650 23487 FACT OREGON AND ITS MISSION AND HISTORYFACT OREGON STRIVES FOR DISABILITY JUSTICE AND EMPOWERS FAMILIES AND COMMUNITIES TO NAVIGATE AND ADVOCATE FOR THE SUPPORTS AND OPPORTUNITIES THAT PEOPLE WITH DISABILITIES NEED TO THRIVE AT HOME, IN SCHOOL, AND IN THE 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 HAS HAD A VERY PRODUCTIVE YEAR PROVIDING 1:1 SUPPORT, TRAININGS, AND ADVOCACY OPPORTUNITIES TO FAMILIES, EDUCATORS, AND COMMUNITY PARTNERS ON SPECIAL EDUCATION AND DISABILITY TOPICS. FAMILIES NAVIGATING A CHILD'S DISABILITY, AND THE PROFESSIONALS WHO SERVE THEM, ARE ENTHUSIASTIC ABOUT OUR SERVICES, AS SHOWN BY THESE MARKERS: 94-97% OF RESPONDENTS TO OUR SUPPORT LINE SURVEY SAY THE INFORMATION WE PROVIDED WAS USEFUL, RELEVANT, UNDERSTANDABLE, INCREASED THEIR KNOWLEDGE, AND/OR THAT THEY HAVE IDENTIFIED A NEXT STEP TO TAKE. 95-99% OF TRAINING PARTICIPANTS SAY THE INFORMATION THEY RECEIVED WAS USEFUL, HIGH QUALITY, CLEAR, EASY TO FOLLOW, RELEVANT TO THEIR ROLE, INCREASED THEIR KNOWLEDGE, AND THAT IT WOULD HELP THEM BETTER SUPPORT THEIR CHILD. 100% OF ACTIVATE YOUR ADVOCACY PARENT LEADERSHIP (AYA) GRADUATES RESPONDING TO A SURVEY HAVE DEMONSTRATED CONTINUING ENGAGEMENT IN EDUCATION AND DISABILITY EQUITY WORK. 95% OF COHORT PARTICIPANTS THIS YEAR SAID THE INFORMATION THEY RECEIVED WAS RELEVANT, USEFUL, IMPROVED THEIR KNOWLEDGE, AND THAT THEY KNEW NOW ABOUT MANY WAYS TO ENGAGE THEIR ADVOCACY.HERE IS A BRIEF OVERVIEW OF SOME OF THE ACCOMPLISHMENTS THAT YOUR SUPPORT HELPED MAKE POSSIBLE: SUPPORT LINE VOLUME IS UP 35%: IN FY23-24, WE PROVIDED 1:1 SUPPORT TO 1,862 FAMILIES AND SCHOOL PROFESSIONALS ON QUESTIONS AROUND DISABILITY AND SPECIAL EDUCATION IN ENGLISH AND SPANISH OR WITH SUPPORT FROM INTERPRETERS IN ADDITIONAL LANGUAGES. OUR TARGET WAS 1,200 FOR THE YEAR. THERE HAVE BEEN 2,611 UNIQUE SUPPORT REQUESTS FROM THESE INDIVIDUALS, GENERATING 30,743 CONTACTS WITH STAFF TO HELP ADDRESS THEIR QUESTIONS. (SEE ATTACHED PDF FOR MORE DETAIL ON SUPPORT) WE LOGGED MORE THAN 100 TRAININGS AND TECHNICAL ASSISTANCE OPPORTUNITIES. THIS INCLUDES FOUR ALL DAY SUMMITS ON SPECIAL EDUCATION (THREE IN-PERSON AROUND THE STATE, ONE VIRTUAL) AS WELL AS OUR LARGEST EVER TRANSITION TO ADULTHOOD VIRTUAL SUMMIT, WITH MORE THAN TWO HUNDRED PEOPLE IN ATTENDANCE. TOTAL CAPTURED TRAINING ATTENDANCE WAS 1,900 PEOPLE YTD, OR 942 UNIQUE INDIVIDUALS. PARTNER-HOSTED EVENT ATTENDANCE IS ~ 1,000 INDIVIDUALS. THEREFORE, WE GUESTIMATE A TOTAL TRAINING REACH OF 2,000. 49 PARENT LEADERS GRADUATED FROM THE AYA PROGRAM, INCLUDING SEVEN FROM FIRST-EVER SPANISH-ONLY SERIES. FACT OREGON STAFF PARTICIPATED ON A WIDE VARIETY OF ADVISORY COUNCILS, WORKGROUPS, AND POLICY DEVELOPMENT EFFORTS TO IMPROVE EDUCATIONAL OUTCOMES FOR STUDENTS WITH DISABILITIES AND PROMOTE EQUITY. EXAMPLES ARE THE CHILDREN'S AGENDA STEERING COMMITTEE, OREGON PARTNERS FOR EDUCATION JUSTICE, SACSE, SICC, THE LGBTQ2SIA+ AND AFRICAN AMERICAN BLACK STUDENT SUCCESS PLAN ADVISORY COMMITTEES, STATEWIDE CTE ADVISORY COUNCIL, OREGON HEALTHY SCHOOLS ADVISORY GROUP, TIGARD TUALATIN SD SERVICE PROVIDERS NETWORK, CADRE DISPUTE RESOLUTION COMMUNITY OF PRACTICE, ODE DISPUTE RESOLUTION COMMITTEE, EARLY CHILDHOOD SUSPENSION EXPULSION PREVENTION PROGRAM AND MANY MORE. WE PRESENTED AT THE 2023 OMESC MIGRANT EDUCATION FALL SYMPOSIUM AS WELL AS AT STATE CONFERENCES FOR COSA FAMILY PARTNERSHIPS, OREGON SCHOOL BOARD ASSOCIATION, OREGON PTA AND MORE. THE US DEPARTMENT OF EDUCATION OFFICE OF SPECIAL EDUCATION AND REHABILITATIVE SERVICES (OSERS) ALSO INVITED US TO PRESENT AT THE 2024 OSEP LEADERSHIP CONFERENCE THIS COMING AUGUST IN WASHINGTON, D.C. AFTER ASSISTANT SECRETARY GLENNA WRIGHT-GALLO VISITED US IN FEBRUARY. OUTREACH VIA EBLASTS, SOCIAL MEDIA, RESOURCE FAIRS, LIST SERVS, WEBSITE, AND MORE WAS SUCCESSFUL. OUR ANNUAL SURVEY FEEDBACK SHOWED THAT FAMILIES FIND OUR SOCIAL MEDIA, WEBSITE, E-NEWSLETTERS AND MORE HIGHLY ENGAGING AND INFORMATIVE. WE HAVE HAD 67,000 VISITS TO OUR WEBSITE FROM MORE THAN 52,000 UNIQUE VISITORS. OUR ENTIRE STAFF IS NOW CERTIFIED IN PLAIN LANGUAGE, WHICH WAS A GOAL WE HAD SET FOR THIS YEAR. WE WILL BE LOOKING AT OUR MARKETING AND OUTWARDS FACING COMMUNICATIONS OVER THE COMING MONTHS TO EDIT CONTENT AND IMPROVE ACCESSIBILITY WITH THE RESOURCES AND BACKGROUND THAT WE HAVE LEARNED.FACT OREGON HAS SPENT 6 MONTHS DOING INTERNAL WORK TO IMPROVE ORGANIZATIONAL CULTURE AND EQUITY CHALLENGING WORK THAT SETS US UP FOR FUTURE SUCCESS. CONSULTANT WORKPLACE CHANGE IS HELPING US CENTER DEI IN WORKPLACE CULTURE AND ADMINISTRATIVE PRACTICES WITH A FULL CULTURE ASSESSMENT, REVIEW AND RESET OF JOB DESCRIPTIONS, CORE COMPETENCIES, AND PERFORMANCE EVALUATIONS, UPDATED PERSONNEL POLICIES, AND IMPROVED PAY TRANSPARENCY AND EQUITY. 819650 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 4 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 CHRISTY REESE EXECUTIVE DIRECTOR 40.00 X 62080 0 9939 HEATHER OLIVIER DEPUTY DIRECTOR 40.00 X 62000 0 0 KYLE REARDON PRESIDENT 2.00 X X 0 0 0 PAUL CARSON IMMEDIATE PAST PRESIDENT 1.00 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 CONNOR KAVANAUGH DIRECTOR 0.50 X 0 0 0 MARY HART DIRECTOR 1.00 X 0 0 0 MARGARET COVEY 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 CINDI POLYCHRONIS DIRECTOR 0.50 X 0 0 0 ALISON ROSE DIRECTOR 0.50 X 0 0 0 JOHN PASCHAL DIRECTOR 0.50 X 0 0 0 PATRICIA CAVANAUGH DIRECTOR (7/1/22-12/19/23) 0.50 X 0 0 0 ALLISON WATKINS DIRECTOR (1/26/23-12/19/23) 0.50 X 0 0 0 124080 0 9939 0 0 0 0 0 11100 526621 248997 5377 786718 CONSULTING 624100 12895 12895 REGISTRATION FEES 624100 5396 5396 18291 50 50 27575 0 27575 27575 27575 11347 11100 4334 7013 7013 478 211 267 267 MISCELLANEOUS 900099 4929 4929 4929 844843 23487 0 34638 159897 124729 15527 19641 494161 385474 47986 60701 7268 5669 706 893 61817 48221 6003 7593 22540 19576 2549 415 35992 31258 4071 663 82249 65488 8883 7878 67197 52418 6525 8254 28103 26856 1247 17504 17470 34 7692 7692 4209 3284 409 516 13004 12856 148 CONTRACT SERVICES 15721 15721 12738 10630 720 1388 1030092 819650 102500 107942 542379 416600 222696 176679 24897 25986 36224 29208 10155 7016 259508 209700 1059635 835981 81526 90742 150000 150000 259698 212077 491224 452819 X 475431 312662 92980 70500 568411 383162 1059635 835981 -185249 0 X X 0 1 X 1 0 X 888748 934241 849679 1004506 786718 4463892 888748 934241 849679 1004506 786718 4463892 127014 4336878 12 5804 19310 31902 27625 84653 19575 7013 26588 2511 1587 635 4733 4579866 49742 0.94690 0.93990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1030092 1030092 178009 44502 0 0 128578 151515 161112 178009 619214 928821 3276 4137 7413 32145 37879 40278 44502 154804 232206 3276 4137 7413 32224 25208 7016 4000 4000 0 7016 OPERATING RIGHT-OF-USE ASSETS 209700 209700 OPERATING LEASE LIABILITIES 212077 212077 X 845054 211 211 844843 0 844843 1030303 211 211 1030092 0 1030092 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 211. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE 211. DREAM BIG 22446 11100 11346 1399 2934 22446 11100 11346 1399 2934 4333 7013 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.