2025-05-06T13:07:57-05:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 943106407 AMERICAN LEADERSHIP FORUM OF OREGON AMER 5036362288 221 NW SECOND AVENUE 306 PORTLAND OR 97209 SARAH GREENMAN EXECUTIVE DIRECTOR 5036362288 2025-05-06 1 YEE LEE MCGEE P01294356 5032222515 2023 2025-03-06 01:10:19Z SARAH GREENMAN 221 NW SECOND AVENUE 306 PORTLAND OR 97209 666422 0 X WWW.ALFO.ORG X 1989 OR TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. 11 11 3 85 0 0 246955 198525 391816 467650 57 137 -27242 110 611586 666422 121164 137000 0 0 251059 236953 23793 0 28968 248856 278106 644872 652059 -33286 14363 420974 458068 110245 106290 310729 351778 X THE PURPOSE OF THE AMERICAN LEADERSHIP FORUM OF OREGON IS TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. IT ENHANCES LEADERSHIP BY BUILDING ON THE STRENGTHS OF DIVERSITY AND BY PROMOTING COLLABORATIVE PROBLEM SOLVING WITHIN AND AMONG COMMUNITIES. 0 0 473972 137000 467650 FELLOWS LEADERSHIP PROGRAM: OBJECTIVE/ MISSION: JOIN AND STRENGTHEN DIVERSE LEADERS ACROSS OREGON FOR THE BENEFIT OF THE COMMON GOOD. WE DO THIS BY:1) FELLOWS LEADERSHIP - HOSTING TWO CLASSES OF LEADERS DIVERSE IN THEIR RACE, ETHNICITY, SECTOR, GEOGRAPHY (URBAN, RURAL, SUBURBAN), SEXUAL ORIENTATION, AND GENDER EACH YEAR. 2) SENIOR FELLOW ENGAGEMENT CONTINUING TO CREATE OPPORTUNITY FOR THESE GRADUATES TO CONNECT AND ENGAGE. CONTINUED ON SCHEDULE O. CONVENED 34 TALENTED, PROVEN LEADERS WHO COMMITTED TO MEETING TOGETHER ONCE A MONTH AUGUST TO MAY. EACH MONTH, THE COHORT MEMBERS ("FELLOWS") LEARN ABOUT AND CONTEMPLATE CHALLENGES FACING DIFFERENT OREGON COMMUNITIES WHILE ALSO DIGGING INTO THE ALF OREGON CURRICULUM. THE GOAL IS GREATER CONNECTION BETWEEN COMMUNITIES ACROSS THE STATE, DEEP ACCESS TO RESOURCES AND OPPORTUNITIES, AND SYSTEMS CHANGE THAT BENEFITS THE COMMON GOOD. 24717 SENIOR FELLOWS ENGAGEMENT: ALF OREGON HOSTS REGULAR CONVENINGS FOR THE SENIOR FELLOW NETWORK (ALF OREGON GRADUATES) TO CONTINUE TO MEET, CONNECT, AND LEARN FROM ONE ANOTHER ABOUT TIMELY ISSUES. THIS YEAR, WE HOSTED THE FOLLOWING EVENTS THAT WERE INSPIRED BY AND LED BY SENIOR FELLOWS: * 6 AFFINITY GROUPS THAT MET MONTHLY OR QUARTERLY. * 2 DIALOGUE AND INFORMATIONAL EVENTS (ONE ON LAND USE POLICIES IMPACT ON AFFORDABLE HOUSING + EVOLUTION AND STRUGGLES OF LEADERS OF COLOR IN PORTLAND AND WILLAMETTE VALLEY. 498689 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 OR X X SARAH GREENMAN 5036362288 221 NW SECOND AVENUE SUITE 306 PORTLAND OR 97209 BERK NELSON BOARD CHAIR 1.00 X X 0 0 0 AJ JACKSON BOARD VICE CHAIR 1.00 X X 0 0 0 PATRICK QUINTON BOARD TREASURER 1.00 X X 0 0 0 VICKI NAKASHIMA BOARD SECRETARY 1.00 X X 0 0 0 CYNTHIA CARMINA GOMEZ BOARD MEMBER 1.00 X 0 0 0 JESSIE EAGAN BOARD MEMBER 1.00 X 0 0 0 GREG HOLMES BOARD MEMBER 1.00 X 0 0 0 STEPHANIE HOOPER BOARD MEMBER 1.00 X 0 0 0 SAMA SHAGAGA BOARD MEMBER 1.00 X 0 0 0 BOBBI STEDMAN BOARD MEMBER 1.00 X 0 0 0 BRANDI TUCK BOARD MEMBER 1.00 X 0 0 0 SARAH GREENMAN EXECUTIVE DIRECTOR 40.00 X 115000 0 0 115000 0 0 1 0 0 0 0 198525 198525 PROGRAM FEES/TUITION 900099 467650 467650 467650 137 137 OTHER INCOME 900099 110 110 110 666422 467650 0 247 X 137000 137000 120000 70349 42388 7263 84060 49280 29692 5088 18459 10065 7533 861 14434 8468 5074 892 15915 15915 107001 90705 5956 10340 1250 1250 6383 1085 5297 1 8030 8030 64725 62652 2073 1500 1500 182 182 2442 2442 PROGRAM EXPENSE 53437 53437 EVENT EXPENSES 8074 2442 2097 3535 DUES AND SUBSCRIPTIONS 5704 5704 MISCELLANEOUS 2905 2905 558 11706 -12136 988 652059 498689 124402 28968 114691 89822 40667 40692 6000 0 26666 78266 726 748 3636 3636 182 0 232042 248540 420974 458068 17995 53840 92250 52450 110245 106290 X 228834 13413 81895 338365 310729 351778 420974 458068 X 14363 96 26590 X 0 0 0 X 150521 305628 200613 246955 198525 1102242 150521 305628 200613 246955 198525 1102242 408677 693565 1694 2535 44 57 137 4467 108 467 725 110 1410 1108119 1507086 0.62590 0.65230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 108. 2020 AMOUNT: $ 467. 2021 AMOUNT: $ 725. 2023 AMOUNT: $ 110. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232042 28401 10093 1810 248540 219913 23732 9928 1675 232042 274484 -43067 9458 2046 219913 217391 68069 9030 1945 274484 211848 8832 7671 8782 2178 217391 1.00000 1 0 3636 3636 0 0 BENEFICIAL INTEREST IN ASSETS HELD AT THE OREGON COMMUNITY FOUNDATION 248540 248540 PART V, LINE 4: THE DON FRISBEE SCHOLARSHIP FUND WAS ESTABLISHED TO FUND TUITION SCHOLARSHIPS FOR THOSE WHO WOULD NOT OTHERWISE BE ABLE TO PAY FOR PARTICIPATION IN THE AMERICAN LEADERSHIP FORUM FELLOWS PROGRAM. 1 TUITION ASSISTANCE 15 137000 PART I, LINE 2: THE SCHOLARSHIPS ARE SELF-MONITORED AND REPRESENT A TUITION DEDUCTION. FORM 990, PART VI, SECTION A, LINE 4 AMERICAN LEADERSHIP FORUM OF OREGON'S BOARD OF DIRECTORS UPDATED THE ORGANIZATIONAL BYLAWS ON MARCH 27, 2024 TO REMOVE SOME OF THE "LEAGAL-ESE" FROM THE OLD BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY MANAGEMENT PRIOR TO ITS FILING WITH THE IRS. THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE FULL BOARD AFTER IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE COURSE OF REGULAR BOARD MEETING BUSINESS, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT WOULD ARISE AS IT RELATES TO THE ALF PROGRAM, FUNDING AGENCIES AND/OR VENDOR SELECTION. THIS HAPPENS ON A REGULAR AND ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD IS TASKED WITH COORDINATING THE REVIEW OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. AS PART OF THAT PROCESS, A SALARY REVIEW MAY BE MADE AT THAT TIME IN ORDER TO INFORM THE FULL BOARD OF THE GENERALLY ACCEPTED RANGE OF COMPENSATION FOR COMPARABLE RESPONSIBILITIES IN SIMILARLY SIZED ORGANIZATIONS. THE RESULT IS DOCUMENTED IN THE MEETING MINUTES. 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 90,705. MANAGEMENT AND GENERAL EXPENSES 5,956. FUNDRAISING EXPENSES 10,340. TOTAL EXPENSES 107,001. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD AT OREGON COMMUNITY FDN. 26,590.