2024-04-09T15:26:25-05:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 943235649 CALDERA CALD 5039373061 224 NW 13TH AVENUE 304 PORTLAND OR 97209 KIMBERLY HOWARD WADE EXECUTIVE DIRECTOR 5039373061 2024-04-09 KIMBERLY HOWARD WADE 999009999 0 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CALDERA ARTS KIMBERLY HOWARD WADE 224 NW 13TH AVENUE 304 PORTLAND OR 97209 3488476 0 X WWW.CALDERAARTS.ORG X 1995 OR CALDERA ARTS IS A NONPROFIT ORGANIZATION THAT USES ART AND ENVIRONMENT-BASED EXPERIENCES, SUPPORTED BY A COMMUNITY OF ARTISTS AND MENTORS, TO INSPIRE AND SUPPORT HISTORICALLY EXCLUDED YOUTH TO DEVELOP THEIR CONFIDENCE, VOICE AND AGENCY IN THE WORLD. 18 18 77 27 0 0 1882898 3056077 4330 4287 264488 311596 67619 116516 2219335 3488476 51700 42225 0 0 1221823 1515315 43634 80889 443051 1448575 1661005 2765732 3299434 -546397 189042 25381667 26606218 201991 318219 25179676 26287999 X CALDERA'S MISSION IS TO INSPIRE AND SUPPORT YOUNG PEOPLE FROM UNDERSERVED RURAL AND URBAN COMMUNITIES BY AWAKENING THE POTENTIAL OF THEIR CREATIVE VOICE. 0 0 2172758 42225 4287 SINCE 1996, CALDERA HAS ENGAGED MORE THAN 15,000 STUDENTS THROUGH DIRECT WORK AS WELL AS SCHOOL-WIDE ASSEMBLIES, PERFORMANCES, AND EXHIBITIONS. WE ARE THE ONLY ORGANIZATION OFFERING NO-COST, YEAR-ROUND ARTS AND ENVIRONMENTAL PROGRAMS, ALONGSIDE LONG-TERM MENTORING, FOR UNDERSERVED YOUTH. CALDERA IS RECOGNIZED AS ONE OF THE NATION'S TOP YOUTH ARTS PROGRAMS BY THE NATIONAL ARTS AND HUMANITIES YOUTH PROGRAM AWARDS AND THE PRESIDENT'S COUNCIL ON ARTS AND HUMANITIES.CONTINUED ON SCHEDULE O.IN 2022, CALDERA SET OUT TO UNCOVER THE INVISIBLE WORLD OF TOOLS AND RESOURCES THAT HAVE FOSTERED CREATIVE THINKING AND GROWTH, MAKING THEIMPOSSIBLE MORE POSSIBLE FOR 15,000+ LEARNERS OVER THE PAST 26 YEARS AS ONE OF THE NATION'S TOP YOUTH ARTS PROGRAMS BY THE NATIONAL ARTS AND HUMANITIES YOUTH PROGRAM AWARDS AND THE PRESIDENT'S COUNCIL ON ARTS AND HUMANITIES.WE STARTED BY IMAGINING A DESTINATION FOR CREATIVE SOLUTIONS AND INSPIRATION THAT COULD SOLVE OUR COMMUNITIES' MOST PRESSING CHALLENGES, ONE LEARNER AT A TIME. WE MAPPED OUT A THREE-YEAR VISION OF MEASURING IMPACT, EVALUATING PROGRAMS AND EXPANDING OUR REACH.WE OUTLINED OUR STRUCTURED LEARNING PROCESS THAT ENGAGES WHOLE BRAIN THINKING THAT LEADS LEARNERS TO ACCESS CRITICAL THINKING AND PROBLEM-SOLVING SKILLS THEY CAN APPLY IN MEANINGFUL WAYS. THE OUTCOME: LEARNERS UNCOVER THE INVISIBLE WORLD OF TOOLS AND RESOURCES THAT FOSTER CREATIVE THINKING AND GROWTH AND MAKE THE IMPOSSIBLE MORE POSSIBLE. WE SERVED 423 YOUNG LEARNERS, WE EMPLOYED 16 TEACHING ARTISTS AND PROVIDED STIPENDS AND SPACE FOR 20 ARTISTS, CREATIVES AND CULTURAL WORKERS TO WORK ON THEIR CRAFT AND NETWORK. 2172758 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 53 0 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X KIRA LOMBARDOZZI 5039373061 224 NW 13TH AVENUE SUITE 304 PORTLAND OR 97209 BILL DAVENPORT BOARD CHAIR 2.00 X X 0 0 0 PRISCILLA BERNARD WIEDEN BOARD VICE-CHAIR 2.00 X X 0 0 0 MARY NORMAND BOARD SECRETARY 1.00 X X 0 0 0 DAVID LUHR BOARD TREASURER 1.00 X X 0 0 0 AMIR ANGHA BOARD MEMBER 1.00 X 0 0 0 MICHELLE BOSS BARBA BOARD MEMBER 1.00 X 0 0 0 JENNIFER COLE BOARD MEMBER 1.00 X 0 0 0 JOHN DEMPSEY BOARD MEMBER 1.00 X 0 0 0 KARELLE DIXON BOARD MEMBER 1.00 X 0 0 0 JOY FOWLER BOARD MEMBER 1.00 X 0 0 0 SCOTT HOWARD BOARD MEMBER 1.00 X 0 0 0 MICHAEL KOSMALA BOARD MEMBER 1.00 X 0 0 0 COREY MARTIN BOARD MEMBER 1.00 X 0 0 0 KERANI MITCHELL BOARD MEMBER 1.00 X 0 0 0 RENE MITCHELL BOARD MEMBER 1.00 X 0 0 0 MICHAEL NAVARRO BOARD MEMBER 1.00 X 0 0 0 ADRIANA NOESI BOARD MEMBER 1.00 X 0 0 0 JASON WHITE BOARD MEMBER 1.00 X 0 0 0 BRYAN WIEDEN BOARD MEMBER 1.00 X 0 0 0 KIMBERLY HOWARD WADE EXECUTIVE DIRECTOR 40.00 X 137191 0 10940 CHRISTOPHER KRAMER FINANCE & OPS. DIR. (THRU 8/2022) 40.00 X 75067 0 5319 KIRA LOMBARDOZZI DIR. OF FINANCE (STARTING 11/2022) 40.00 X 8111 0 894 220369 0 17153 1 0 0 0 THE CAPROCK GROUP INC 805 W IDAHO STREET SUITE 200 BOISE ID 83702 INVESTMENT ADVISOR 165625 1 84682 2971395 679724 3056077 PROGRAM FEES 812900 4287 4287 4287 311596 311596 113748 0 113748 113748 113748 OTHER INCOME 900099 2768 2768 2768 3488476 4287 0 428112 42225 42225 243946 27361 118728 97857 1013105 793740 92051 127314 14694 12582 822 1290 100171 72511 11922 15738 143399 94720 23364 25315 13036 6363 6673 54974 54974 80889 80889 223608 223608 262008 108427 86669 66912 19133 18608 216 309 22553 19855 1399 1299 83499 82318 567 614 48870 40351 7807 712 13901 5668 8183 50 396839 396839 274882 264104 10778 REPAIRS AND MAINTENANCE 96910 95798 452 660 MATERIALS AND SUPPLIES 59266 54070 4951 245 MISCELLANEOUS 57874 9163 25417 23294 MEALS 33652 28055 5044 553 3299434 2172758 683625 443051 303829 674905 213863 80000 112738 11444 12143 56013 55066 16718581 8004814 8167876 8713767 9781979 11649177 6609450 5545635 25381667 26606218 201991 318219 201991 318219 X 9407481 9727471 15772195 16560528 25179676 26287999 25381667 26606218 189042 919281 0 X 0 1 X 1 0 X 3663324 2738324 1580574 1882898 3056077 12921197 3663324 2738324 1580574 1882898 3056077 12921197 8235210 4685987 221134 230588 254183 330666 425344 1461915 5569 4613 6552 1441 2768 20943 14404055 193639 0.32530 0.33460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 5,569. 2019 AMOUNT: $ 4,613. 2020 AMOUNT: $ 6,552. 2021 AMOUNT: $ 1,441. 2022 AMOUNT: $ 2,768. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16394109 1250632 1005365 1708296 16941810 17241428 750000 -785319 812000 16394109 15280445 500000 2190983 730000 17241428 13844987 1000000 590458 155000 15280445 11472874 1695946 732967 56800 13844987 0.03650 0.96350 0 0 15659118 7059571 8599547 1001924 945243 56681 57539 57539 8713767 INVESTMENTS IN LIMITED PARTNERSHIPS 5545635 F 5545635 4321560 919281 137411 1056692 3264868 223608 223608 3488476 3213237 137411 137411 3075826 223608 223608 3299434 PART V, LINE 4: EARNINGS FROM THE PERMANENT ENDOWMENT ARE RESTRICTED BY DONORS FOR THE SUPPORT OF THE OPERATING COSTS AND MAINTENANCE OF THE FACILITY LOCATED IN CENTRAL OREGON, AND THE YOUTH PROGRAM. BOARD DESIGNATED ENDOWMENT FUNDS ARE HELD FOR LONG-TERM INVESTMENT PURPOSES AND TO SUPPORT THE ORGANIZATION'S OPERATING EXPENSES. CANADA 0 0 INVESTMENT 167485 0 0 0 0 0 0 167485 0 167485 0 0 0 0 1 0 PART III ACCOUNTING METHOD: X X X 1 KELLY NONPROFIT CONSULTING 3207 SE 26TH AVENUE PORTLAND OR 97202 GRANT WRITING 0 0 80889 0 80889 OR 1 ALUMNI SCHOLARSHIPS 20 23250 ARTISTS IN RESIDENCE STIPENDS 19 18975 PART I, LINE 2: ALUMNI SCHOLARSHIPS. ALL STUDENTS WHO ARE SENIORS OR HIGH SCHOOL GRADUATES, AND MAINTAIN A CERTAIN GPA AND HAVE PARTICIPATED IN CALDERA PROGRAMS FOR TWO YEARS OR MORE, ARE ELIGIBLE TO APPLY FOR THIS SCHOLARSHIP. TO APPLY THEY SUBMIT AN ESSAY AND THEIR TRANSCRIPTS. BASED ON THE COSTS OF THE PROGRAM THEY ARE APPLYING TO, THEIR COLLEGE GRADE LEVEL, AND THEIR OTHER SCHOLARSHIP/FUNDING, CALDERA DETERMINES AN AMOUNT TO AWARD EACH STUDENT. THE PROCESS IS SIMILAR FOR RETURNING APPLICANTS ONCE THEY ARE IN COLLEGE AND APPLYING FOR FUNDS. AMOUNTS AWARDED ALSO VARY DEPENDING ON THE NUMBER OF APPLICANTS. ALL ELIGIBLE STUDENTS RECEIVE SOME LEVEL OF AWARD, RANGING FROM $200-$3000. CALDERA OBTAINS WRITTEN AGREEMENTS FOR EACH OF THE STUDENTS. THE FUNDS ARE DISTRIBUTED DIRECTLY TO THE COLLEGE BURSAR'S OFFICE, NOT TO THE STUDENT, COVERING THE STUDENT'S TUITION AND FEES, AND SOMETIMES BOOKS. ARTISTS IN RESIDENCE STIPENDS - RESIDENCIES ARE OPEN TO ARTISTS IN ANY DISCIPLINE. A SELECTION PANNEL REVIEWS THE APPLICATIONS AND MAKES RECOMMENDATIONS FOR FINALISTS. APPLICANTS ARE EVALUATED BASED ON THE FOLLOWING CRITERIA: QUALITY, PROMISE, AND FEASIBILITY. DEPENDING ON AVAILABLE FUNDING, STIPENDS ARE PROVIDED TO SELECTED ARTISTS. X 2 678074 QUOTED PRICES X SUPPLIES 13 1650 DONOR VALUATION 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 JOHN DEMPSEY AND MARY NORMAND SHARE A COMMON EMPLOYER, WIEDEN + KENNEDY. IN ADDITION, PRISCILLA BERNARD WIEDEN AND BRYAN WIEDEN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA, REVIEWED BY MANAGEMENT, PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW, AND PRESENTED TO THE FULL BOARD FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REDISTRIBUTED ANNUALLY FOR REVIEW AND SIGNATURE BY BOARD MEMBERS AND STAFF, DISCLOSING ANY CONFLICTS. THE SUMMARIES ARE SENT DIRECTLY TO THE ORGANIZATION'S INDEPENDENT AUDITORS. FORM 990, PART VI, SECTION B, LINE 15A ELEMENTS OF THE REVIEW INCLUDE SALARY COMPARISON WITH LIKE-KIND ORGANIZATIONS WITH SIMILAR BUDGETS. IN ADDITION, ALL BOARD MEMBERS AND STAFF COMPLETE A DIRECTORS REVIEW (BOARD MEMBERS) OR A 10-QUESTION SURVEY WITH VARIOUS MANAGEMENT QUESTIONS (STAFF). THE IN-PERSON REVIEW IS CONDUCTED BY THE BOARD CO-CHAIRS USING THE INFORMATION CULLED. FORM 990, PART VI, SECTION C, LINE 19 A SIGNIFICANT PORTION OF INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS IS PUBLISHED IN CALDERA'S ANNUAL REPORT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST.