2025-06-03T13:28:32-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 421606106 FOUNDATIONS FOR A BETTER OREGON FOUN 5035424325 123 NE THIRD AVENUE 208 PORTLAND OR 97232 WHITNEY GRUBBS EXECUTIVE DIRECTOR 5035424325 2025-06-03 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z WHITNEY GRUBBS 123 NE THIRD AVENUE 208 PORTLAND OR 97232 1230938 0 X WWW.BETTEROREGON.ORG X 2003 OR FOUNDATIONS FOR A BETTER OREGON ("FBO") IS A NONPROFIT ORGANIZATION FOUNDED IN 2004 BY FIVE MAJOR OREGON FOUNDATIONS COMMITTED TO WORKING COLLECTIVELY. FROM 2006-2020, FBO OPERATED AS THE "CHALKBOARD PROJECT," FOCUSED PRIMARILY ON IMPROVING K-12 PUBLIC EDUCATION THROUGH INITIATIVES THAT SUPPORTED THE EDUCATOR WORKFORCE. IN 2020, THE ORGANIZATION ADOPTED A NEW MISSION, VISION, AND RELAUNCHED UNDER THE ORIGINAL NAME OF FOUNDATIONS FOR A BETTER OREGON (FBO). FBO IS COMMITTED TO ENSURING OREGON HAS SYSTEMS IN PLACE 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.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 809431 1230111 0 0 790 827 0 0 810221 1230938 31877 31163 0 0 899573 929215 0 0 7613 401337 527622 1332787 1488000 -522566 -257062 2135345 2100245 85516 216854 2049829 1883391 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 791188 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 PROBLEM IDENTIFICATION TO POLICY DESIGN TO ACCOUNTABILITY. 207988 30650 COMMUNITY PARTNER SUPPORT - ENGAGING MULTIPLE PERSPECTIVES AND EXAMINING ISSUES FROM DIFFERENT VANTAGE POINTS ARE CRITICAL TO DRIVING COLLECTIVE ACTION. THROUGH 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, AND ALSO WORK TO SUPPORT A BROAD RANGE OF PARTNERS ACROSS OREGON. 134723 513 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. 55350 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. 23305 FUTURE WORK & 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. 78655 1212554 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 15 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 JESSIE MCCLUNG TREASURER 1.00 X X 7000 0 0 DL RICHARDSON BOARD MEMBER 0.50 X 5000 0 0 CARINA MILLER BOARD MEMBER 0.50 X 5000 0 0 BARBARA SMITH WARNER BOARD MEMBER 0.50 X 5000 0 0 CAROL CHENEY BOARD CHAIR 1.00 X X 0 0 0 TOYA FICK SECRETARY 1.00 X X 0 0 0 PETER KOEHLER VICE CHAIR 1.00 X X 0 0 0 KARA CARLISLE BOARD MEMBER 0.50 X 0 0 0 TRUMAN COLLINS BOARD MEMBER 0.50 X 0 0 0 CARRIE HOOPS BOARD MEMBER 0.50 X 0 0 0 LISA MENSAH BOARD MEMBER 0.50 X 0 0 0 CARRIE THOMPSON BOARD MEMBER 0.50 X 0 0 0 VANESSA WILKINS BOARD MEMBER 0.50 X 0 0 0 WHITNEY GRUBBS EXECUTIVE DIRECTOR 40.00 X 249021 0 28378 JANET SOTO RODRIGUEZ DEPUTY DIRECTOR 40.00 X 181452 0 9781 LOUIS WHEATLEY STRATEGIC COMMUNICATIONS DIRECTOR 40.00 X 107223 0 13578 559696 0 51737 3 0 1 0 0 1230111 1230111 827 827 1230938 0 0 827 X 31163 31163 306959 219418 84691 2850 505278 441986 60535 2757 26442 23031 3218 193 33677 30122 3300 255 56859 47998 8422 439 6008 6008 2782 86 2695 1 60038 60038 72000 72000 207898 201676 6201 21 18501 17043 1400 58 20821 17457 3194 170 78707 64566 13412 729 38310 30002 8257 51 1641 1294 329 18 9454 4538 4866 50 OTHER 11462 10174 1267 21 1488000 1212554 267833 7613 224753 348367 34328 246126 14520 22305 28529 25598 4571 2931 1833250 1367763 23923 112753 2135345 2100245 62093 104101 23423 112753 85516 216854 X 2049829 1883391 2049829 1883391 2135345 2100245 -257062 90624 0 X 0 1 X 1 0 X 2565966 795772 286860 809431 1230111 5688140 2565966 795772 286860 809431 1230111 5688140 2961271 2726869 30444 647 9049 790 827 41757 1232 2112 3344 5733241 0.47560 0.55810 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 1965 82699 84664 1395723 1480387 223039 55760 0 0 202025 215911 206858 223039 847833 1271750 71810 74223 87527 82699 316259 50506 53978 51715 55760 211959 317939 1230 500 3160 1965 6855 6003 5687 316 22526 19911 2615 2931 RIGHT-OF-USE ASSETS - OPERATING LEASES 112753 112753 LEASE LIABILITIES - OPERATING LEASES 112753 112753 1321562 90624 90624 1230938 0 1230938 1488000 0 1488000 0 1488000 1 SALEM KEIZER COALITION FOR EQUALITY 3850 PORTLAND RD NE STE 260 SALEM OR 97301 651203900 501(C)(3) 7000 0 SUMMER LEARNING ADVOCACY AND GENERAL OPERATIONS 1 0 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 249021 0 0 0 0 0 12772 0 15606 0 277399 0 0 0 JANET SOTO RODRIGUEZ DEPUTY DIRECTOR 181452 0 0 0 0 0 9073 0 708 0 191233 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 MCCLUNG AND DL RICHARDSON HAVE A BUSINESS RELATIONSHIP. LISA MENSAH AND VANESSA WILKINS 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. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 126,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,560. PROJECT SUPPORT: PROGRAM SERVICE EXPENSES 53,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,175. COMMUNICATION: PROGRAM SERVICE EXPENSES 18,723. MANAGEMENT AND GENERAL EXPENSES 5,966. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 24,699. OTHER: PROGRAM SERVICE EXPENSES 3,218. MANAGEMENT AND GENERAL EXPENSES 235. FUNDRAISING EXPENSES 11. TOTAL EXPENSES 3,464.