2026-01-21T21:57:25-06:00 2025-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-07-01 943235649 CALDERA CALD 5039373061 224 NW 13TH AVENUE 304 PORTLAND OR 97209 KIMBERLY HOWARD WADE EXECUTIVE DIRECTOR 5039373061 2026-01-21 1 0 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z KIMBERLY HOWARD WADE 224 NW 13TH AVENUE 304 PORTLAND OR 97209 4682090 0 X WWW.CALDERA.ORG X 1995 OR CALDERA IS A NONPROFIT ORGANIZATION WITH HEADQUARTERS IN PORTLAND, OREGON, AND A CENTER ON 119-ACRES OF LAND NEAR SISTERS IN CENTRAL OREGON. OUR MISSION IS "TO INSPIRE AND SUPPORT YOUTH FROM UNDERSERVED RURAL AND URBAN COMMUNITIES BY AWAKENING THE POTENTIAL OF THEIR CREATIVE VOICE." IN THIS WAY, CALDERA IS A CREATIVE INCUBATOR FOR YOUTH FROM UNDERSERVED COMMUNITIES. 16 16 115 32 0 39538 7709424 4029799 1980 2155 419389 475036 152319 86723 8283112 4593713 46888 36375 0 0 1941929 2231970 120395 100350 469280 1810186 2043806 3919398 4412501 4363714 181212 32442176 33437566 356354 160623 32085822 33276943 X CALDERA'S MISSION IS TO INSPIRE AND SUPPORT YOUTH FROM UNDERSERVED RURAL AND URBAN COMMUNITIES BY AWAKENING THE POTENTIAL OF THEIR CREATIVE VOICE. 0 0 2874788 36375 2155 DAN WIEDEN AND HIS FAMILY ESTABLISHED CALDERA IN 1996 TO FOCUS ON THE STRENGTHS OF YOUTH AND THEIR COMMUNITIES, LED BY THE BELIEF THAT "WHEN YOUTH ARE GIVEN ACCESS TO THE EXPLOSIVE POWER OF CREATIVITY, THEY CAN CHANGE THEIR WORLD." SINCE THEN, CALDERA HAS ENGAGED OVER 15,000 YOUTH THROUGH AN AWARD-WINNING, SEVEN-YEAR COHORT MODEL THAT INCLUDES A ROBUST SUMMER PROGRAM, IN-SCHOOL PARTNERSHIPS, RESIDENCIES AND PERFORMANCES. CONTINUED ON SCHEDULE O.IN 2024, CALDERA'S APPRENTICE PROGRAM CAME BACK IN A BIG WAY. THE 2024-25 COHORT CONSISTED OF TEN HIGH SCHOOL STUDENTS: FIVE IN PORTLAND AND FIVE IN CENTRAL OREGON. THESE TEN EMERGING ARTISTS TOOK THE SPARK OF CREATIVITY THAT THEY FOUND AS CALDERA YOUTH AND EXPLORED IT FURTHER. WHAT DOES IT MEAN TO CREATE ART FOR OTHERS? HOW MUCH POWER DOES A CREATIVE VOICE HAVE, AND WHAT CAN IT ACCOMPLISH? THESE WERE QUESTIONS THEY SOUGHT TO ANSWER THROUGH THEIR WORK AND THE EXPERIENCES THEY HAD AS APPRENTICES.ALL OF OUR YOUTH WORK INCORPORATES THESE CORE INGREDIENTS: AWE AND WONDER, INTERCULTURAL CONNECTION, SAFETY, SELF-REFLECTION, FAILURE AND RESILIENCE, DEPENDABILITY, AND APPLIED CREATIVITY. ALL EVALUATION ACTIVITIES WERE COMPLETE/SCHEDULED WITH ANALYSIS UNDERWAY. MORE THAN 200 PRE- AND POST-SURVEYS, NINE PARTNER SURVEYS, FIVE YOUTH FOCUS GROUPS, AND 18 ALUMNI INTERVIEWS COMPLETED AS PART OF THE EVALUATION PLAN LAUNCHED LAST YEAR. WHAT WE'VE LEARNED SO FAR? IMPACT INCREASES OVER TIME IN THE YOUTH PROGRAM AND THAT YOUNG PEOPLE BUILD CONFIDENCE, CONNECTION, AND CREATIVITY.WE SERVED 496 YOUNG LEARNERS; 190 OF THEM DURING THE BELOVED SUMMER PROGRAM. 2874788 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 115 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 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 MEGAN SWEENEY BOARD TREASURER 1.00 X X 0 0 0 JENNIFER COLE BOARD MEMBER 1.00 X 0 0 0 JOHN DEMPSEY 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 TONIA JONES BOARD MEMBER 1.00 X 0 0 0 COREY MARTIN BOARD MEMBER 1.00 X 0 0 0 KATE MERRILL BOARD MEMBER 1.00 X 0 0 0 KERANI 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 161584 0 11284 KIRA LOMBARDOZZI DIR. OF FINANCE 40.00 X 95522 0 10828 KARENA SALMOND SENIOR DIR. OF IMPACT 40.00 X 118877 0 11486 375983 0 33598 2 0 1 0 CONSTRUCTION MANAGEMENT SERVICES INC 160 S OAK STREET SUITE 100 PMB 42 SISTERS OR 97759 CONSTRUCTION SERVICES 665613 THE CAPROCK GROUP INC 805 W IDAHO STREET SUITE 200 BOISE ID 83702 INVESTMENT ADVISOR 232518 KELLEY NONPROFIT CONSULTING 3207 SE 26TH AVENUE PORTLAND OR 97202 GRANT WRITING 100525 3 119921 113490 3796388 330022 4029799 PROGRAM FEES 812900 2155 2155 2155 475036 475036 158225 0 158225 158225 158225 11400 119921 88377 -76977 -76977 OTHER INCOME 900099 5475 5475 5475 4593713 2155 0 561759 36375 36375 305932 36818 161509 107605 1555646 1138143 260724 156779 27691 21316 3801 2574 135335 94349 24141 16845 207366 132190 46108 29068 21743 21743 28291 28291 100350 100350 311361 311361 186017 94005 76426 15586 57147 21327 20209 15611 31136 29272 1136 728 81607 73054 5215 3338 62251 47990 11811 2450 37016 13346 23322 348 492621 492621 369390 356799 12591 MATERIALS AND SUPPLIES 162876 131257 17696 13923 REPAIRS AND MAINTENANCE 96307 92629 3678 MEALS 64691 54077 9908 706 MISCELLANEOUS 41352 9220 28763 3369 4412501 2874788 1068433 469280 66374 116186 138390 196958 505341 1576461 87210 32513 137800 165349 19478862 8854209 9604758 10624653 15247643 13094131 6654660 7631315 32442176 33437566 306713 146124 49641 14499 356354 160623 X 11799290 12413194 20286532 20863749 32085822 33276943 32442176 33437566 181212 1009909 0 X 0 1 X 1 0 X 1580574 1882898 3056077 7709424 4029799 18258772 1580574 1882898 3056077 7709424 4029799 18258772 12396679 5862093 254183 330666 425344 628109 633261 2271563 6552 1441 2768 5474 5475 21710 20552045 12752 0.28520 0.26040 X ALTHOUGH CALDERA DID NOT SATISFY THE 33 1/3% OF SUPPORT TEST AS OF AND FOR THE TAXABLE YEAR ENDED JUNE 30, 2025, CALDERA FULLY SATISFIED THE "FACTS AND CIRCUMSTANCES" TEST OUTLINED IN REGS. 1.170A-9(F)(3), AS FOLLOWS:* CALDERA NORMALLY RECEIVES SUBSTANTIAL SUPPORT FROM CONTRIBUTIONS FROM THE GENERAL PUBLIC. FOR EXAMPLE, CALDERA SATISFIED THE "10% OF SUPPORT" REQUIREMENT ON AN AGGREGATE BASIS OVER THE FIVE-YEAR COMPUTATION PERIOD ENDED JUNE 30, 2025 THROUGH SUPPORT RECEIVED FROM A BROAD AND REPRESENTATIVE NUMBER OF PERSONS. IT DOES NOT GENERALLY RECEIVE ALL OF ITS SUPPORT FROM A SINGLE SOURCE.* CALDERA IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. IN SO DOING, CALDERA MAINTAINS A CONTINUOUS AND BONAFIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.* CALDERA HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN PERSONAL AND PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.* CALDERA PROVIDES SERVICES DIRECTLY TO THE GENERAL PUBLIC ON A CONTINUING BASIS, AND MAINTAINS A VARIETY OF PROGRAMS TO ACCOMPLISH ITS CHARITABLE WORK IN THE COMMUNITY. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 6,552. 2021 AMOUNT: $ 1,441. 2022 AMOUNT: $ 2,768. 2023 AMOUNT: $ 5,474. 2024 AMOUNT: $ 5,475. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19753326 1111700 1137250 19727776 16941810 2000000 1587578 776062 19753326 16394109 1250632 1005365 1708296 16941810 17241428 750000 -785319 812000 16394109 15280445 500000 2190983 730000 17241428 0.03638 0.96363 0 0 17951588 7874518 10077070 1469735 979691 490044 57539 57539 10624653 INVESTMENTS IN LIMITED PARTNERSHIPS 7631315 F 7631315 5793878 1009909 501617 1511526 4282352 311361 311361 4593713 4602757 501617 501617 4101140 311361 311361 4412501 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 290948 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 FUNDRAISING 0 0 0 0 0 0 290948 0 290948 0 0 0 0 1 0 X X X X X X X 1 KELLY NONPROFIT CONSULTING 3207 SE 26TH AVENUE PORTLAND OR 97202 GRANT WRITING 0 0 82850 0 CAPITAL CAMPAIGN PRO PO BOX 686 WESTFIELD NJ 07090 CAMPAIGN CONSULTING 0 0 17500 0 100350 OR DINNER & FUNDRAISING APPEAL 131321 119921 11400 51547 5182 11707 19941 131321 119921 11400 51547 5182 11707 19941 88377 -76977 1 ALUMNI SCHOLARSHIPS 10 8000 ARTISTS IN RESIDENCE AND YOUTH STIPENDS 32 28375 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 X 0 0 0 0 0 0 0 1 0 KIMBERLY HOWARD WADE EXECUTIVE DIRECTOR 145834 0 15750 0 0 0 4478 0 6806 0 172868 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS AWARDED TO THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS. X CAPITAL ASSETS 2 258576 COST X SUPPLIES 4 71446 MARKET PRICES 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 JOHN DEMPSEY, MARY NORMAND AND JASON WHITE 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 15 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.