2024-06-05T15:47:06-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 421606106 FOUNDATIONS FOR A BETTER OREGON FOUN 5035424325 123 NE THIRD AVENUE 208 PORTLAND OR 97232 WHITNEY GRUBBS EXECUTIVE DIRECTOR 5035424325 2024-06-05 WHITNEY GRUBBS 999009999 0 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z WHITNEY GRUBBS 123 NE THIRD AVENUE 208 PORTLAND OR 97232 810221 0 X WWW.BETTEROREGON.ORG X 2003 OR FOUNDATIONS FOR A BETTER OREGON ("FBO") WAS FOUNDED IN 2004 BY OREGON'S LARGEST FOUNDATIONS IN AN EFFORT TO COMBINE THEIR ENERGY AND RESOURCES TO MAKE A BIGGER IMPACT ON OREGON'S QUALITY OF LIFE THAN THEY COULD ACCOMPLISH INDIVIDUALLY. FROM 2006-2020, FBO OPERATED AS THE "CHALKBOARD PROJECT," FOCUSED PRIMARILY ON IMPROVING K-12 PUBLIC EDUCATION THROUGH INITIATIVES THAT SUPPORTED EDUCATION. IN 2020, THE ORGANIZATION UNDERWENT A STRATEGIC PLANNING PROCESS AND CONSOLIDATED UNDER THE ORIGINAL NAME OF FOUNDATIONS FOR A BETTER OREGON. CURRENTLY, FBO IS SUPPORTED AND GOVERNED BY THE FOLLOWING: THE COLLINS FOUNDATION, THE FORD FAMILY FOUNDATION, MEYER MEMORIAL TRUST, OREGON COMMUNITY FOUNDATION, AND THE JAMES F. AND MARION L. MILLER FOUNDATION. 13 13 6 15 0 0 286860 809431 0 0 9049 790 0 0 295909 810221 28014 31877 0 0 933080 899573 0 0 14210 458522 401337 1419616 1332787 -1123707 -522566 2639227 2135345 158142 85516 2481085 2049829 X SEE SCHEDULE OFBO ADVANCES OREGON'S COMMITMENT TO SUPPORT EVERY CHILD TO LEARN, GROW, AND THRIVE. WE BRIDGE COMMUNITY, POLICYMAKERS, AND PHILANTHROPY TO COLLABORATE TOWARD REALIZING A SHARED LONG-TERM VISION FOR OUR CHILDREN AND YOUNG PEOPLE. 0 0 379751 10000 POLICY & ADVOCACY - WORKING PRIMARILY AT THE STATE LEVEL, WE COLLABORATE WITH IMPACTED COMMUNITIES THROUGHOUT THE STATE TO ANALYZE, DEVELOP, AND ADVOCATE FOR POLICY CHANGES AND PUBLIC INVESTMENTS THAT CREATE A BETTER OREGON FOR EVERY CHILD. WE BELIEVE PUBLIC SYSTEMS WORK BEST WHEN IMPACTED COMMUNITIES ENGAGE IN THE ENTIRE CYCLE OF CHANGE, FROM DISCOVERY TO POLICY DESIGN TO ACCOUNTABILITY. 169811 NARRATIVE - WE MOVE BEYOND TRADITIONAL MESSAGING CAMPAIGNS TO DISRUPT DAMAGING NARRATIVES AND TELL A MORE NUANCED OREGON STORY. BY ADDRESSING LONGSTANDING SYSTEMIC FAILURES AND UPLIFTING THE DEEP-ROOTED STRENGTHS OF OUR CHILDREN AND COMMUNITIES, WE CAN NARRATE THE PATH TO A MORE JUST FUTURE. 152259 OPEJ NETWORK SUPPORT - ENGAGING MULTIPLE PERSPECTIVES AND EXAMINING ISSUES FROM DIFFERENT VANTAGE POINTS ARE CRITICAL TO DRIVING COLLECTIVE ACTION. WITH OREGON PARTNERS FOR EDUCATION JUSTICE, WE CONVENE OREGONIANS TO FORM A STATEWIDE NETWORK OF COMMUNITY-BASED ORGANIZATIONS, CULTURALLY SPECIFIC SERVICE PROVIDERS, AND EDUCATION ADVOCATES WHO ARE CHAMPIONING A RACIALLY JUST AND COMMUNITY-CENTERED EDUCATION SYSTEM FOR OREGON. 98919 21877 SYSTEM SUPPORT - WE BELIEVE THAT OUR STRONGEST WORK HAPPENS WHEN WE BRIDGE ACROSS CONSTITUENCIES. WE COLLABORATE WITH SYSTEM ACTORS AND PHILANTHROPIC PARTNERS IN THEIR WORK TO CENTER AND PARTNER WITH IMPACTED COMMUNITIES. 67044 RURAL NETWORK SUPPORT - GATHERING PERSPECTIVES AND BUILDING PARTNERSHIP ACROSS THE STATE OF OREGON ARE INTEGRAL TO OUR WORK AS A STATEWIDE ENTITY. WE ENGAGE RURAL OREGONIANS FROM ACROSS THE STATE TO BUILD SHARED VISION ABOUT RURAL COLLABORATION AND SUPPORT. 51422 FUTURE WORK AND PARTNERSHIPS - FOUNDATIONS FOR A BETTER OREGON IS ALWAYS SEEKING TO LEARN, GROW, AND THINK ABOUT WHAT'S NEXT FOR THE FUTURE OF OREGON KIDS. WHILE LEAVING OUR WORK OPEN FOR POSSIBILITIES, SOME OF THE WORK THAT WE EXPLORE DOES NOT NEATLY FIT INTO ANOTHER CATEGORY. 217385 21877 919206 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ORGANIZATION 5035424325 123 NE THIRD AVENUE SUITE 208 PORTLAND OR 97232 DL RICHARDSON SECRETARY 1.00 X X 7000 0 0 JESSIE DUBOSE DIRECTOR 0.50 X 5000 0 0 CARINA MILLER DIRECTOR 0.50 X 5000 0 0 BARBARA SMITH WARNER DIRECTOR 0.50 X 5000 0 0 CAROL CHENEY CHAIR 1.00 X X 0 0 0 PETER KOEHLER VICE CHAIR 1.00 X X 0 0 0 CARRIE THOMPSON TREASURER 1.00 X X 0 0 0 TRUMAN COLLINS DIRECTOR 0.50 X 0 0 0 LANE SHETTERLY DIRECTOR 0.50 X 0 0 0 TOYA FICK DIRECTOR 0.50 X 0 0 0 KARA CARLISLE DIRECTOR 0.50 X 0 0 0 CARRIE HOOPS DIRECTOR 0.50 X 0 0 0 LISA MENSAH DIRECTOR 0.50 X 0 0 0 WHITNEY GRUBBS EXECUTIVE DIRECTOR 40.00 X 239451 0 26730 JANET SOTO RODRIGUEZ DEPUTY DIRECTOR 40.00 X 154151 0 15725 AMANDA MANJARREZ PUBLIC POLICY & GVT AFFAIR 40.00 X 105174 0 11891 520776 0 54346 3 0 1 0 0 809431 809431 790 790 810221 0 0 790 31877 31877 294942 163765 125719 5458 477842 368415 105386 4041 25729 19610 5868 251 46179 34841 10754 584 54881 39750 14435 696 3638 3638 59436 59436 72000 72000 107969 78045 29586 338 11597 7941 3541 115 18983 13298 5433 252 68141 47920 19361 860 37470 27897 8104 1469 2746 1937 773 36 10023 3922 6025 76 OTHER 9334 7988 1312 34 1332787 919206 399371 14210 230658 224753 407647 34328 402000 18134 14520 28529 23958 7317 4571 1507815 1833250 65656 23923 2639227 2135345 92986 62093 65156 23423 158142 85516 X 2079085 2049829 402000 0 2481085 2049829 2639227 2135345 -522566 91310 0 X 0 1 X 1 0 X 1440813 2565966 795772 286860 809431 5898842 1440813 2565966 795772 286860 809431 5898842 2581363 3317479 1477 30444 647 9049 790 42407 1232 2112 3344 5944593 0.55810 0.68590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 1,232. 2021 AMOUNT: $ 2,112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3160 84367 87527 1231050 1318577 206858 51715 0 0 205438 202025 215911 206858 830232 1245348 68996 71810 74223 87527 302556 51360 50506 53978 51715 207559 311339 1230 500 3160 4890 6003 4898 1105 22526 19060 3466 4571 LEASE LIABILITIES - OPERATING LEASES 23423 23423 901531 91310 91310 810221 0 810221 1332787 0 1332787 0 1332787 1 ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 501(C)(3) 22000 0 PARTNERSHIP FOR THE FUTURE OF LEARNING 1 PART I, LINE 2: PERIODICALLY THE FOUNDATION PROVIDES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS WHOSE MISSION ALIGN WITH THE FOUNDATION'S MISSION. THE FOUNDATION MONITORS THE USE OF THE FUNDS BY REVIEWING THE ANNUAL EVALUATION REPORT PROVIDED BY THE GRANTEE. X X 0 0 0 0 0 0 0 0 0 WHITNEY GRUBBS EXECUTIVE DIRECTOR 239451 0 0 0 0 0 12311 0 14419 0 266181 0 0 0 JANET SOTO RODRIGUEZ DEPUTY DIRECTOR 154151 0 0 0 0 0 7833 0 7892 0 169876 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 EACH OF THE FIVE COLLABORATING FOUNDATIONS APPOINTS ONE OR TWO DIRECTORS TO THE FOUNDATIONS FOR A BETTER OREGON BOARD. THOSE APPOINTEES MAY BE RELATED TO EACH OTHER BY THEIR EMPLOYMENT OR BOARD ROLE AT THE COLLABORATING FOUNDATION. ACCORDINGLY, THE FOLLOWING DIRECTORS HAD A BUSINESS RELATIONSHIP WITH ANOTHER DIRECTOR: CAROL CHENEY AND TRUMAN COLLINS HAVE A BUSINESS RELATIONSIP. CARRIE HOOPS AND PETER KOEHLER HAVE A BUSINESS RELATIONSHIP. CARRIE THOMPSON AND KARA CARLISLE HAVE A BUSINESS RELATIONSHIP. JESSIE DUBOSE AND DL RICHARDSON HAVE A BUSINESS RELATIONSHIP. LISA MENSAH AND LANE SHETTERLY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE FIVE COLLABORATING FOUNDATIONS IS ENTITLED TO APPOINT ONE OR TWO DIRECTORS TO THE FOUNDATIONS FOR A BETTER OREGON BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE BOARD OF DIRECTORS IS GIVEN A COPY OF THE FORM 990, FOR THEIR REVIEW, PRIOR TO FILING BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AND AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS THE EXECUTIVE DIRECTOR. THE BOARD APPROVES THE SALARY AND NEGOTIATES A COMPENSATION CONTRACT WITH THE EXECUTIVE DIRECTOR. AT THE BEGINNING OF THE FISCAL YEAR, THE EXECUTIVE DIRECTOR DEVELOPS THE ANNUAL PERFORMANCE WORK PLAN FOR THE ORGANIZATION WITH INPUT AND FEEDBACK FROM THE EXECUTIVE COMMITTEE OF THE BOARD. THE FULL BOARD APPROVES THE ORGANIZATION'S WORK PLAN AND IT SERVES AS THE BASIS FOR THE PERFORMANCE EXPECTATIONS AND EVALUATION OF THE EXECUTIVE DIRECTOR. AN EVALUATION COMMITTEE, COMPRISED OF THE BOARD CHAIR AND TWO OTHER MEMBERS OF THE BOARD, IS RESPONSIBLE FOR EVALUATION OF THE EXECUTIVE DIRECTOR. PRIOR TO THE END OF THE FISCAL PERIOD, THE EXECUTIVE DIRECTOR WILL WRITE A SELF-EVALUATION OF HER PERFORMANCE THAT IS SUBMITTED TO THE EVALUATION COMMITTEE. THE EVALUATION COMMITTEE PROVIDES THE SELF-EVALUATION TO THE FULL BOARD FOR REVIEW AND FEEDBACK. THE SELF-EVALUATION AND INPUT FROM THE BOARD MEMBERS IS USED TO COMPLETE THE FORMAL EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE FOR THE YEAR. SALARY INCREASES ARE CONSIDERED AFTER THE ANNUAL REVIEW. UTILIZING INDEPENDENT REGIONAL NON-PROFIT AND NATIONAL INDUSTRY COMPENSATION SURVEYS FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS, THE BOARD DETERMINES AND APPROVES AN APPROPRIATE COMPENSATION LEVEL. THE BOARD CHAIR SHARES THE FORMAL EVALUATION AND FEEDBACK WITH THE EXECUTIVE DIRECTOR. ANY CHANGES IN COMPENSATION LEVEL ARE DOCUMENTED IN A LETTER TO THE EXECUTIVE DIRECTOR FROM THE BOARD CHAIR. THE EXECUTIVE DIRECTOR APPROVES SALARY AND NEGOTIATES COMPENSATION LEVELS FOR ALL OTHER STAFF. USING THE ORGANIZATION'S ANNUAL PERFORMANCE WORKPLAN, STAFF DEVELOP INDIVIDUAL WORK PLANS THAT SERVE AS THE BASIS FOR PERFORMANCE EXPECTATIONS AND EVALUATION OF THEIR POSITION. EACH YEAR STAFF COMPLETE SELF-EVALUATIONS THAT ARE SUBMITTED TO THEIR SUPERVISOR AND THE EXECUTIVE DIRECTOR WHO PROVIDE INPUT FOR THE FORMAL EVALUTION OF THEIR PERFORMANCE. SALARY INCREASES ARE CONSIDERED AFTER THE ANNUAL REVIEW. UTILIZING INDEPENDENT REGIONAL NON-PROFIT AND NATIONAL INDUSTRY COMPENSATION SURVEYS FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS, THE EXECUTIVE DIRECTOR DETERMINES AND APPROVES AN APPROPRIATE COMPENSATION LEVEL. CHANGES IN COMPENSATION LEVEL ARE DOCUMENTED IN A LETTER TO THE INDIVIDUAL STAFF MEMBER FROM THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.