2024-09-11T11:04:03-05:00 2023-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-11-01 930716419 OREGON COUNCIL FOR THE HUMANITIES OREG 5032410543 610 SW ALDER ST 1111 PORTLAND OR 97205 ADAM DAVIS EXECUTIVE DIRECTOR 5032410543 2024-09-10 1 0 GERARD DEBLOIS P01287653 5032270581 2022 2024-08-08 14:25:15Z OREGON HUMANITIES ADAM DAVIS 610 SW ALDER ST 1111 PORTLAND OR 97205 2552790 0 X WWW.OREGONHUMANITIES.ORG X 1978 OR OREGON HUMANITIES CONNECTS PEOPLE AND COMMUNITIES THROUGH CONVERSATION (CONTINUED ON SCH. O) OREGON HUMANITIES CONNECTS PEOPLE AND COMMUNITIES THROUGH CONVERSATION, STORYTELLING, AND PARTICIPATORY PROGRAMS TO INSPIRE UNDERSTANDING AND COLLABORATIVE CHANGE. 25 25 15 36 0 0 2609368 2480293 58223 65004 155 159 6360 7334 2674106 2552790 862526 104310 0 0 1064193 1166401 0 0 317228 864793 807496 2791512 2078207 -117406 474583 3768877 4278663 756790 705671 3012087 3572992 X OREGON HUMANITIES IS AN INDEPENDENT NONPROFIT ORGANIZATION FORMED IN 1978. OREGON HUMANITIES CONNECTS PEOPLE AND COMMUNITIES THROUGH CONVERSATION, STORYTELLING, AND PARTICIPATORY PROGRAMS TO INSPIRE UNDERSTANDING AND COLLABORATIVE CHANGE. (CONTINUED ON SCH. O) THE IMPACT OF THIS WORK IS PROFOUND: PARTICIPANTS LISTEN, QUESTION, RETHINK, AND CONSIDER MORE DEEPLY AND, AS A RESULT, ACT FROM A PLACE OF KNOWLEDGE, COMPASSION, CONNECTEDNESS, AND PERSONAL RESPONSIBILITY. OREGON HUMANITIES IS AN INDEPENDENT NONPROFIT ORGANIZATION FORMED IN 1978. OREGON HUMANITIES IS AN INDEPENDENT AFFILIATE OF THE NATIONAL ENDOWMENT FOR THE HUMANITIES (NEH) AND IS SUPPORTED BY GRANTS FROM NEH AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS THROUGHOUT OREGON. 0 0 551933 65328 PUBLIC PROGRAMS INCLUDE THE FOLLOWING:THE CONVERSATION PROJECT: THE CONVERSATION PROJECT BRINGS OREGONIANS TOGETHER TO TALK -- ACROSS DIFFERENCES, BELIEFS, AND BACKGROUNDS -- ABOUT IMPORTANT ISSUES AND IDEAS. NONPROFITS, COMMUNITY GROUPS, AND BUSINESSES APPLY TO HOST PROGRAMS ON THE TOPICS RELEVANT TO THEIR COMMUNITIES. CONVERSATIONS ARE LED BY FACILITATORS WHO ARE TRAINED TO CONNECT THE TOPIC TO THE LOCAL COMMUNITY AND TO CHALLENGE PARTICIPANTS TO THINK IN NEW WAYS. (CONTINUED ON SCHEDULE O)CONSIDER THIS: CONSIDER THIS IS A SERIES OF ON-STAGE CONVERSATIONS THAT HAPPEN IN PORTLAND AND IN CITIES AROUND THE STATE. THE SERIES BRINGS PEOPLE TOGETHER IN THEATERS, PUBS, CAFES, AND OTHER VENUES AROUND OREGON.SO MUCH TOGETHER: SO MUCH TOGETHER IS A SERIES OF WORKSHOPS CELEBRATING THE ABUNDANCE OF COLLABORATIVE AND IMAGINATIVE WORK HAPPINING IN OREGON AND THROUGHOUT THE PACIFIC NORTHWEST. THESE WORKSHOPS BLEND PRESENTATION, CONVERSATION, AND ACTIVITIES TO BUILD UNDERSTANDING OF HOW GREAT WORK IS SHAPING LIVES AND THE LAND IN OUR REGION. FACILITATION TRAINING: OREGON HUMANITIES TRAINS GROUPS OF PEOPLE AROUND THE STATE AND THE NATION TO LEAD CHALLENGING CONVERSATIONS IN THEIR COMMUNITIES AND WORKPLACES.SPECIAL PROJECTS: IN ADDITION TO ONGOING REGULAR PROGRAMMING, OREGON HUMANITIES COLLABORATES WITH AND LEARNS FROM GROUPS AND ORGANIZATION DOING MEANINGFUL WORK ACROSS THE STATE. 509441 PUBLICATIONS: OREGON HUMANITIES MAGAZINE IS DEVOTED TO EXPLORING IMPORTANT AND TIMELY IDEAS FROM A VARIETY OF PERSPECTIVES -- ESPECIALLY THOSE THAT HAVE BEEN IGNORED, GENERALIZED, OR OPPRESSED -- AND TO STIMULATING REFLECTION AND PUBLIC CONVERSATION. THE MAGAZINE IS PUBLISHED THREE TIMES A YEAR AND REACHES NEARLY 14,000 SUBSCRIBERS WITH ITS ONLINE CONTENT REACHING THOUSANDS MORE. CURRICULUM BASED ON MAGAZINE STORIES IS PRODUCED AND DISTRIBUTED TO OREGON HIGH SCHOOL TEACHERS. 375633 104310 GRANTS -- INCLUDE THE FOLLOWING:OREGON HUMANITIES FUNDS PUBLIC PROGRAMS THAT GET PEOPLE TOGETHER TO THINK AND TALK ABOUT CHALLENGING ISSUES AND IDEAS. OREGON HUMANITIES OFFERS PUBLIC PROGRAM GRANTS BETWEEN $1,000 AND $10,000, ONCE A YEAR. ADDITIONALLY, RESPONSIBLE PROGRAM GRANTS OF UP TO $1,000 SUPPORT PROGRAMS CREATED BY OREGON NONPROFTS AND FEDERALLY RECOGNIZED TRIBES IN RESPONSE TO TIMELY ISSUES AND EVENTS; THEY ARE AWARDED ON A ROLLING BASIS. 19034 EDUCATION PROGRAMS -- INCLUDE THE FOLLOWING: HUMANITY IN PERSPECTIVE IS A FREE COLLEGE HUMANITIES COURSE FOR ADULTS WHO DO NOT HAVE A COLLEGE DEGREE AND WHO FACE BARRIERS TO ACCESSING EDUCATIONAL OPPORTUNITIES. THE COURSE IS OFFERED AS A TWO-SEMESTER COLLEGE-CREDIT COURSE IN PORTLAND IN PARTNERSHIP WITH BARD COLLEGE AND PORTLAND STATE UNIVERSITY. OREGON HUMANITIES ALSO PARTNERS WITH OTHER NONPROFITS TO OFFER READING, WRITING, AND DISCUSSION PROGRAMS TO HUMANITY IN PERSPECTIVE GRADUATES AND COMMUNITY MEMBERS. 19034 1456041 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 66 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ADAM DAVIS 5032410543 610 SW ALDER ST SUITE 1111 PORTLAND OR 97205 GEORGIA LEE HUSSEY DIRECTOR 0.50 X X 0 0 0 ROBERT ARELLANO DIRECTOR 2.00 X X 0 0 0 JACQUELINE WILLINGHAM TREASURER 0.50 X X 0 0 0 JUSTIN CHIN CHAIR 0.50 X X 0 0 0 PAUL DUDEN DIRECTOR 0.50 X 0 0 0 DANIEL GRANT DIRECTOR 0.50 X 0 0 0 LEO BIALIS-WHITE DIRECTOR 0.50 X 0 0 0 HANAKO WAKATSUIKI-CHONG DIRECTOR 0.50 X 0 0 0 RENEE ROMAN NOSE SECRETARY 0.50 X 0 0 0 KERANI MITCHELL DIRECTOR 0.50 X 0 0 0 TERESA STOVER DIRECTOR 0.50 X 0 0 0 TIFFANI PENSON DIRECTOR 0.50 X 0 0 0 SUSAN SAMEK DIRECTOR 0.50 X 0 0 0 CAM PREUS DIRECTOR 0.50 X 0 0 0 JANET WEBSTER DIRECTOR 0.50 X 0 0 0 ALICIA BAY DIRECTOR 0.50 X 0 0 0 CM HALL DIRECTOR 0.50 X 0 0 0 CHRISTINA DEVILLIER DIRECTOR 0.50 X 0 0 0 RAYMICIA MCGHEE DIRECTOR 0.50 X 0 0 0 ANNA SORTUN DIRECTOR 0.50 X 0 0 0 SANKAR RAMAN DIRECTOR 0.50 X 0 0 0 KIM YOUNG DIRECTOR 0.50 X 0 0 0 DARCI HANNING DIRECTOR 0.50 X 0 0 0 KATIE HARRIS MURPHY DIRECTOR 0.50 X 0 0 0 CAROL MATSUZAKI DIRECTOR 0.50 X 0 0 0 ADAM DAVIS EXECUTIVE DIRECTOR 40.00 X 147121 0 18495 147121 0 18495 1 0 1 0 0 1332594 1147699 2480293 PROGRAM FEES 900099 65004 65004 65004 159 159 324 0 324 324 MISCELLANEOUS INCOME 900099 7010 7010 7010 2552790 65328 0 7169 X 104310 104310 172496 114765 20414 37317 768772 511481 90979 166312 45281 30126 5359 9796 102915 68472 12179 22264 76937 51188 9105 16644 25707 20674 3843 1190 416450 334912 62260 19278 8183 3783 4400 101002 67527 20035 13440 108573 78225 15258 15090 68111 34380 28530 5201 21432 9148 10804 1480 DUES AND SUBSCRIPTIONS 53413 25550 25136 2727 4625 1500 1036 2089 2078207 1456041 304938 317228 740357 1026362 9503 46148 926443 1188197 12550 6074 54152 46789 53322 53322 0 0 2025872 1965093 3768877 4278663 110033 150313 646757 555358 756790 705671 X 1147149 1256500 1864938 2316492 3012087 3572992 3768877 4278663 X 474583 86322 X X 0 1 X 1 1 1 X 1770722 2316299 1901240 2609368 2480293 11077922 1770722 2316299 1901240 2609368 2480293 11077922 88047 10989875 4342 1122 602 155 159 6380 6360 7010 13370 11097672 548354 0.99030 0.99420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15438 15438 1745541 1760979 238049 59512 0 0 249639 214046 277365 238049 979099 1468649 13465 11612 9375 15438 49890 62410 53512 69341 59512 244775 367163 13465 11612 9375 15438 49890 1445936 16000 64322 56989 1469269 1642472 15000 -184128 27408 1445936 1235424 433400 26352 1642472 1234811 15000 34758 49145 1235424 1094857 67509 116102 43657 1234811 0.06590 0.72830 0.20580 1 0 53322 53322 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 1469269 RIGHT-OF-USE ASSETS 495824 1965093 OPERATING LEASE LIABILITIES 555358 555358 X 2617112 64322 64322 2552790 0 2552790 2056207 -22000 -22000 2078207 0 2078207 PART V, LINE 4: THE OREGON HUMANITIES ENDOWMENT DISTRIBUTION IS CALCULATED AT 4.5% OF A THIRTEEN QUARTER TRAILING AVERAGE OF MARKET VALUES WITH ADJUSTMENTS FOR FUND CONTRIBUTIONS. HALF OF THE ANNUAL AMOUNT IS DISTRIBUTED EACH JUNE AND DECEMBER. THESE DISTRIBUTIONS SUPPORT GENERAL OPERATING COSTS. 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 THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OREGON COMMUNITY FOUNDATION 64,322. PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUNDS OF PRIOR YEAR GRANT EXPENSE -22,000. 1 CITY OF TOLEDO 173 NW 7TH STREET TOLDEDO OR 97391 936002267 MUNICIPAL CORPORATIO 6000 0 LIBRARY GRANT JOSEPHY CENTER FOR THE ARTS PO BOX 854 JOSEPH OR 97846 460685338 501(C)(3) 5300 0 PUBLIC PROGRAMMING BRIDGEWORKS OREGON 2512 SW HUBER ST PORTLAND OR 97219 811827888 501(C)(3) 7500 0 PUBLIC PROGRAMMING CORVALLIS MULTICULTURAL LITERACY CENTER 2638 NW JACKSON AVE CORVALLIS OR 97330 412097467 501(C)(3) 5600 0 PUBLIC PROGRAMMING MEDIARITES PRODUCTIONS 104 SE 57TH AVE PORTLAND OR 97215 930852957 501(C)(3) 7500 0 PUBLIC PROGRAMMING ASTORIA VISUAL ARTS INC PO BOX 1004 ASTORIA OR 97103 931010934 501(C)(3) 7090 0 PUBLIC PROGRAMMING LANE ARTS COUNCIL 174 E 16TH AVE SUITE 123 EUGENE OR 97401 930681430 501(C)(3) 6000 0 PUBLIC PROGRAMMING ANIMA MUNDI PRODUCTIONS 114 BRECKINRIDGE DR BRECKINRIDGE DR OR 97535 271944408 501(C)(3) 7500 0 PUBLIC PROGRAMMING COMUNIDAD Y HERENCIA CULTURAL 485 WINSTON PLACE SPRINGFIELD OR 97477 853212161 501(C)(3) 10000 0 PUBLIC PROGRAMMING OREGON COAST COUNCIL FOR THE ARTS PO BOX 1315 NEWPORT OR 97365 930696250 501(C)(3) 7500 0 PUBLIC PROGRAMMING LEAGUE OF WOMEN VOTERS OF OREGON 1330 12TH ST SE SUITE 200 SALEM OR 97302 930784802 501(C)(3) 8152 0 PUBLIC PROGRAMMING PROFILE THEATRE 216 NW 13TH AVE PORTLAND OR 97209 911786694 501(C)(3) 7500 0 PUBLIC PROGRAMMING 14 0 PART I, LINE 2: ALL OREGON HUMANITIES GRANT APPLICANTS ARE REQUIRED TO SUBMIT A BALANCED PROGRAM BUDGET DETAILING REVENUES AND EXPENSES FOR PROPOSED GRANT PROGRAMS. THOSE APPLICANTS THAT ARE AWARDED A GRANT, BUT NOT THE FULL REQUEST, ARE REQUIRED TO PROVIDE A REVISED AND BALANCED PROGRAM BUDGET. GRANT FUNDS ARE NOT RELEASED TO GRANTEES UNTIL A SIGNED PROGRAM AGREEMENT IS RETURNED TO OREGON HUMANITIES, AS WELL AS THE ORGANIZATION'S DUNS NUMBER AND, IF APPLICABLE, A COPY OF THE ORGANIZATION'S MOST RECENT FEDERAL SINGLE AUDIT. IN CASES WHERE A FEDERAL SINGLE AUDIT IS SUBMITTED, GRANT STAFF REVIEWS ALL FINDINGS AND RESPONSES. DURING THE GRANT PERIOD, GRANTEES ARE REQUIRED TO CONTACT OREGON HUMANITIES WITH ANY MAJOR CHANGES TO THE PROGRAM BUDGET. IN ORDER TO CLOSE A GRANT, ALL GRANTEES MUST SUBMIT A SIGNED FINAL FISCAL REPORT TO OREGON HUMANITIES SUMMARIZING THE PROGRAM'S ACTUAL EXPENSES AND COST SHARE; ANY UNEXPENDED GRANT FUNDS MUST BE RETURNED AT THAT TIME. BEYOND THESE MEASURES, GENERAL MONITORING ALSO INCLUDED STAFF SITE VISITS TO GRANT-FUNDED PROGRAMS (AS ALLOWED) AND FINAL REPORTING REQUIREMENTS INCLUDING A NARRATIVE ANSWERING QUESTIONS ABOUT INTENDED VERSUS ACTUAL OUTCOMES OF THE GRANT PROGRAM AND THE SUBMISSION OF PUBLICITY AND MEDIA SAMPLES RELATED TO THE GRANT-FUNDED PROGRAM. X 0 0 0 0 0 0 0 0 0 ADAM DAVIS EXECUTIVE DIRECTOR 147121 0 0 0 0 0 10780 0 7715 0 165616 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, AND THEN PRESENTED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C RELATED PARTY QUESTIONNAIRES ARE COMPLETED ANNUALLY BY THE FULL BOARD AT THE FEBRUARY MEETING AND DURING GRANT REVIEW PANEL MEETING. FORM 990, PART VI, SECTION B, LINE 15 ORGANIZATION RECEIVES A SALARY COMPARISON DOCUMENT EVERY OTHER YEAR FROM THE FEDERATION OF STATE HUMANITIES COUNCILS. THE ORGANIZATION ALSO GETS AN OREGON WAGE AND SALARY COMPARISON DOCUMENT WHICH PROVIDES THE SAME INFORMATION FOR NONPROFITS AROUND THE STATE OF OREGON. THE EXECUTIVE COMMITTEE USES THESE DOCUMENTS TO DETERMINE WAGES. 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 100,152. MANAGEMENT AND GENERAL EXPENSES 61,435. FUNDRAISING EXPENSES 19,178. TOTAL EXPENSES 180,765. HONORARIA: PROGRAM SERVICE EXPENSES 234,760. MANAGEMENT AND GENERAL EXPENSES 825. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 235,685. FORM 990, PART XI, LINE 9: NET INCREASE/DECREASE IN THE BENEFICIAL INTEREST IN ASSETS HELD BY THE OCF 64,322. ADJUSTMENT OF PRIOR YEAR GRANT EXPENSE 22,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.