2024-11-21T11:51:01-06:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 930730861 SERENDIPITY CENTER INC SERE 5037617139 PO BOX 33350 PORTLAND OR 97292 MATTHEW BERRYESSA EXECUTIVE DIRECTOR 5037617139 2024-11-21 1 YEE LEE MCGEE P01294356 5032222515 2023 2024-10-15 13:58:12Z MATTHEW BERRYESSA PO BOX 33350 PORTLAND OR 97292 6504025 0 X SERENDIPITYCENTER.ORG X 1979 OR TO HELP AT-RISK CHILDREN WHO WERE FAILING WITHIN THE TRADITIONAL PUBLIC SCHOOL SYSTEM. 11 11 115 54 0 0 1245159 1119402 4793888 5276103 71804 18525 -25231 4941 6085620 6418971 0 0 0 0 5224990 5563290 21000 21000 289290 1484278 1361568 6730268 6945858 -644648 -526887 5659477 5173003 649732 690145 5009745 4482858 X TO PROVIDE THE BEST ENVIRONMENT FOR OUR STUDENTS TO HEAL AND BECOME EDUCATED, PRODUCTIVE COMMUNITY MEMBERS. 0 0 5846121 5276103 SERENDIPITY CENTER IS A PRIVATE, NONPROFIT THERAPEUTIC SCHOOL DEDICATED TO STUDENTS WHOSE COMPLEX NEEDS PREVENT ATTENDANCE IN PUBLIC SCHOOL SETTINGS. IN EVERY SCHOOL DISTRICT IN THIS REGION, THERE ARE STUDENTS FACING CHALLENGES THAT MAKE SUCCESSFUL PARTICIPATION IN PUBLIC SCHOOL IMPOSSIBLE. WITHOUT EFFECTIVE HELP AND THE CHANCE TO START OVER, THESE CHILDREN CAN BECOME DISRUPTIVE, UNSAFE, AND HIGHLY DISCOURAGED ABOUT THEIR FUTURES. IT IS OUR MISSION TO PROVIDE THE BEST ENVIRONMENT FOR STUDENTS TO HEAL AND BECOME EDUCATED, PRODUCTIVE COMMUNITY MEMBERS. CONTINUED ON SCHEDULE O.THE FOUR PILLAR MODEL DEVELOPED AT SERENDIPITY INTEGRATES EDUCATION, MENTAL HEALTH SUPPORTS, TRANSITION READINESS, AND WELLNESS INTO ALL SCHOOL DAYS. 88 STUDENTS REFERRED BY 18 REGIONAL SCHOOL DISTRICTS WERE SERVED BY SERENDIPITY OVER THE COURSE OF 2023-2024. ACCOMPLISHMENTS FROM THE 2023-2024 SCHOOL YEAR INCLUDED THE FOLLOWING:* AMONG THOSE SURVEYED, 91% MADE PROGRESS ON READING GOALS, 92% MADE PROGRESS ON WRITING GOALS, AND 92% MADE PROGRESS ON MATH GOALS. * 84% OF STUDENTS IMPROVED THEIR OVERALL GRADES THROUGHOUT THE YEAR, SHOWING STEADY ACADEMIC ADVANCEMENT. * FOR STUDENTS WITH THE MOST FREQUENT CHALLENGING BEHAVIORS, WE HELPED REDUCE THEIR BEHAVIORS BY 50% OR MORE WITHIN AN AVERAGE OF TWO MONTHS.* WE SERVED OVER 20,000 ORGANIC MEALS MADE FROM SCRATCH IN OUR KITCHEN.* OVER 2,800 POUNDS OF PRODUCE WAS HARVESTED FROM OUR GROWING MINDS GARDEN. PRODUCE WAS MADE INTO SCHOOL LUNCHES, GIVEN AWAY TO STUDENT FAMILIES, DONATED, OR PREPARED AND PRESERVED BY STUDENTS IN CULINARY ARTS ELECTIVES AND INTERNSHIPS. * STUDENTS PASSED THE FOOD HANDLER'S TEST AND GOT THEIR FOOD HANDLER'S LICENSE. * CLINICAL CASE MANAGERS WORKED WITH FAMILIES TO SUPPORT THEM HOLISTICALLY. THEY CONTINUED TO PLAY AN IMPORTANT ROLE IN LARGER COMMUNITY TREATMENT TEAMS FOR OUR STUDENTS. * WE WELCOMED MASTERS-LEVEL ART THERAPIST INTERN KATE FEDDERSEN TO OUR CAMPUS. AFTER HER INTERNSHIP WAS COMPLETED IN APRIL, SHE WAS HIRED AS A FULL-TIME ART THERAPIST AND CLINICAL CASE MANAGER, EXPANDING OUR ART THERAPY PROGRAM BY 40%. * WE RAISED MONEY FOR AND DEVELOPED A BEAUTIFUL AND CALMING SENSORY ROOM TO SUPPORT STUDENTS' SENSORY NEEDS AT SCHOOL.* FIVE STUDENTS GRADUATED FROM SERENDIPITY CENTER! * FOR THE SIXTH CONSECUTIVE YEAR, SERENDIPITY CENTER WAS GIVEN THE SCHOOL OF EXCELLENCE AWARD FROM THE NATIONAL ASSOCIATION OF SPECIAL EDUCATION TEACHERS (NASET). 5846121 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 115 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X THE ORGANIZATION 5037617139 14815 SE DIVISION STREET PORTLAND OR 97236 ERIKA SCHWARTZ BOARD CHAIR 1.00 X X 0 0 0 LORI SILVERMAN BOARD VICE CHAIR 1.00 X X 0 0 0 PATRICK WROBEL BOARD TREASURER 1.00 X X 0 0 0 ERIC ROBERTSON BOARD SECRETARY 1.00 X X 0 0 0 KRISTIN BAUER BOARD MEMBER 1.00 X 0 0 0 CHRIS DIAZ BOARD MEMBER 1.00 X 0 0 0 RACHEL GARDELL BOARD MEMBER 1.00 X 0 0 0 MENOLLY KAUFMAN BOARD MEMBER 1.00 X 0 0 0 RICK LARSON BOARD MEMBER 1.00 X 0 0 0 DR JILL MCGOVERN PHD BOARD MEMBER 1.00 X 0 0 0 TED RETECKI BOARD MEMBER 1.00 X 0 0 0 MARK TAKEHARA EXECUTIVE DIRECTOR (THRU: JAN.'24) 40.00 X 143503 0 6959 MATTHEW BERRYESSA INTERIM E.D. (BEG.:FEB.'24) 40.00 X 103971 0 8418 RACHEL GITNER INTERIM E.D. (BEG.:FEB.'24) 40.00 X 88019 0 6126 ERIN INSKEEP FINANCE MANAGER (THRU: JAN.'24) 40.00 X 65983 0 5739 401476 0 27242 2 0 1 0 0 196800 56424 866178 37906 1119402 TUITION 611110 5276103 5276103 5276103 18525 18525 35194 196800 80504 -45310 -45310 7350 4550 2800 2800 SAIF DIVIDEND 900099 27382 27382 MISCELLANEOUS 900099 14309 14309 INS. PROCEEDS 900099 5760 5760 47451 6418971 5276103 0 23466 410763 76294 314175 20294 4226031 3901123 159866 165042 47986 46078 1908 427451 373023 37182 17246 451059 387911 45106 18042 3804 1110 2694 71039 71039 1000 1000 21000 21000 76968 66193 7696 3079 13915 3983 3982 5950 69285 59178 6351 3756 101569 87349 10157 4063 320640 275750 32064 12826 3042 534 2408 100 44365 24653 19047 665 228880 196837 22888 9155 91179 78414 9118 3647 SUPPORT SERVICES 162737 109214 52320 1203 FOOD SERVICES 76807 76807 STUDENT SERVICES 68232 68232 OTHER 28106 13438 14354 314 6945858 5846121 810447 289290 2044915 1065374 354408 750393 52528 80000 187232 407567 208109 175806 5838180 3485737 2566197 2352443 246088 341420 5659477 5173003 399782 344667 249950 345478 649732 690145 X 4754027 4153474 255718 329384 5009745 4482858 5659477 5173003 -526887 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1000 1000 0 PART II-B, LINE 1: SERENDIPITY HIRED A LOBBYIST TO HELP DESIGN A PUBLIC AWARENESS CAMPAIGN TO PROMOTE OREGON SENATE BILL 633. THE BILL PROVIDES CRITICAL FUNDING FOR SERENDIPITY'S STUDENTS, AS WELL AS ESTABLISHES TWO MORE SPECIAL EDUCATION CENTERS OF EXCELLENCE IN OREGON. 535331 535331 4569740 2929525 1640215 733109 556212 176897 2352443 RIGHT-OF-USE ASSETS - OPERATING LEASES 341420 341420 LEASE LIABILITIES - OPERATING LEASES 345478 345478 6418971 0 6418971 0 6418971 6945858 0 6945858 0 6945858 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 IN ACCORDANCE WITH REVENUE PROCEDURE 2019-22, SERENDIPITY CENTER MAKES ITS RACIALLY NONDISCRIMINATORY POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY BY INCLUDING A NOTICE OF ITS POLICY ON ITS WEBSITE AT ALL TIMES. SCHEDULE E, PART I, LINE 6 DURING THE FISCAL YEAR ENDED JUNE 30, 2024, SERENDIPITY CENTER RECEIVED FUNDING FROM MULTIPLE GOVERNMENTAL AGENCIES, AS FOLLOWS: * STATE OF OREGON - FARM TO SCHOOL EDUCATION GRANT. * STATE OF OREGON DEPARTMENT OF EDUCATION - CHILD NUTRITION PROGRAM. X X X X X X X 1 ELI LEVINE 1913 NE ALAMEDA STREET PORTLAND OR 97212 GRANT WRITER 0 0 21000 0 21000 OR SHINING STARS 231994 196800 35194 4975 8750 22063 1255 43461 231994 196800 35194 4975 8750 22063 1255 43461 80504 -45310 X X 0 0 0 0 0 0 0 1 0 MARK TAKEHARA EXECUTIVE DIRECTOR (THRU: JAN.'24) 130000 0 13203 0 300 0 5720 0 1239 0 150462 0 0 0 PART I, LINE 7 BONUSES WERE AWARDED BY THE BOARD OF DIRECTORS TO ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR. X 1 8063 QUOTED MARKET PRICE X AUCTION/RAFFLE ITEMS 63 29843 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTED ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND SUBMITTED TO THE BOARD FOR APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY WITH ALL BOARD AND STAFF MEMBERS AT LEAST ANNUALLY, AND ASKS ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICT OF INTEREST PRIOR TO ALL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS COMPENSATION OF EXECUTIVE DIRECTOR AND SEEKS COMPARABILITY DATA. OTHER KEY EMPLOYEE COMPENSATION IS REVIEWED DURING THE BUDGET PROCESS; COMPARABILITY DATA IS OBTAINED AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC VIA THE SCHOOL'S WEBSITE.