2025-01-14T13:54:58-06:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 943235649 CALDERA CALD 5039373061 224 NW 13TH AVENUE 304 PORTLAND OR 97209 KIMBERLY HOWARD WADE EXECUTIVE DIRECTOR 5039373061 2025-01-14 0 YEE LEE MCGEE P01294356 5032222515 2023 2024-10-15 13:58:12Z KIMBERLY HOWARD WADE 224 NW 13TH AVENUE 304 PORTLAND OR 97209 8344987 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 84 40 0 0 3056077 7709424 4287 1980 311596 419389 116516 152319 3488476 8283112 42225 46888 0 0 1515315 1941929 80889 120395 541085 1661005 1810186 3299434 3919398 189042 4363714 26606218 32442176 318219 356354 26287999 32085822 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 2454724 46888 1980 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 2023, MELISSA DOLLAR, RESEARCH + LEARNING SPECIALIST, BEGAN WORK AND COMPILED A YTD SURVEY REPORT. AMONG FINDINGS, WE LEARNED THAT LEARNERS CONSISTENTLY FEEL CONNECTED AND SUPPORTED BY ADULTS + PEERS AT CALDERA, AND THAT YOUTH ARE DRAWN TO CALDERA FOR ART AND FUN. CALDERA'S FOCUS ON RESEARCH AND INSIGHTS CAUGHT THE ATTENTION OF THE AMERICAN EVALUATION ASSOCIATION CASE COMPETITION WHERE EVALUATORS COMPETED TO PROVIDE CALDERA A POTENTIAL EVALUATION FRAMEWORK.CALDERA CONTINUED TO EXPAND ITS ECOSYSTEM THIS YEAR THROUGH THE 35 RESIDENT ARTISTS WHO DOVE INTO CREATIVE PRACTICE IN SISTERS (5 PROVIDED DIRECT INSTRUCTION WITH CALDERA LEARNERS). BLUE LAKE ALSO SAW THE RETURN OF NUMEROUS GROUPS WHO CHOSE CALDERA AS A SPECIAL PLACE TO HOST THEIR OWN EXPERIENCES. WE ALSO FOSTERED OTHER COMMUNITY PARTNERSHIPS SUCH AS: * VMANOS OUTSIDE, WHO TOURED CALDERA WITH LATIN FAMILIES IN CENTRAL OR* TROUT UNLIMITED, WHO HOSTED NUMEROUS YOUTH FIELD TRIPS AT CALDERA, AND* WIEDEN+KENNEDY, WHO BOTH UTILIZED CALDERA FOR A STAFF RETREAT EXPERIENCE AND PARTNERED ON FOREVER CURIOUS, A DAY FOR CALDERA LEARNERS TO VISIT THE AGENCY AND FIND THEIR CREATIVE SPARK ALONGSIDE W+K ADULT VOLUNTEERS. A REVIEW OF SURVEY DATA REVEALED THAT CALDERA IS DOING WELL AT FOSTERING YOUTH CONNECTIONS AND SUPPORT FROM ADULTS AND PEERS, AND THAT LEARNERS SEE CALDERA AS A PLACE TO SHARE THEIR THOUGHTS AND FEELINGS THROUGH ART. OUTCOMES ALSO IMPROVE WITH AGE, INDICATING THAT THE PROGRAM IS MORE IMPACTFUL AS LEARNERS ATTEND OVER TIME. WE SERVED 443 YOUNG LEARNERS, EXCEEDING PRE-PANDEMIC NUMBERS. 2454724 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 53 0 84 1 1 1 0 0 0 0 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 DAVID LUHR BOARD TREASURER 1.00 X X 0 0 0 AMIR ANGHA BOARD MEMBER 1.00 X 0 0 0 MICHELLE BOSS BARBA BOARD MEMBER 1.00 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 MICHAEL KOSMALA BOARD MEMBER 1.00 X 0 0 0 COREY MARTIN BOARD MEMBER 1.00 X 0 0 0 KERANI MITCHELL BOARD MEMBER 1.00 X 0 0 0 RENE 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 155893 0 11388 KIRA LOMBARDOZZI DIR. OF FINANCE 40.00 X 91506 0 9760 KARENA SALMOND SENIOR DIR. OF IMPACT 40.00 X 101968 0 10023 349367 0 31171 2 0 1 0 RIVER ROOFING BEND LLC PO BOX 7000 CAROL STREAM IL 601977000 CONSTRUCTION SERVICES 814219 THE CAPROCK GROUP INC 805 W IDAHO STREET SUITE 200 BOISE ID 83702 INVESTMENT ADVISOR 201837 2 81226 7628198 838924 7709424 PROGRAM FEES 812900 1980 1980 1980 481264 481264 146845 0 146845 146845 146845 61875 -61875 -61875 -61875 OTHER INCOME 900099 5474 5474 5474 8283112 1980 0 571708 46888 46888 290264 27609 158165 104490 1336202 948134 243830 144238 22019 17475 2938 1606 116575 78363 22685 15527 176869 107378 42850 26641 12027 5834 6193 30578 30578 120395 120395 250458 250458 145446 101401 28178 15867 36382 28509 1507 6366 23917 22034 1146 737 69519 66691 1426 1402 45642 34326 9138 2178 30793 6143 21082 3568 416788 416788 322501 249216 73285 MATERIALS AND SUPPLIES 196132 150763 11862 33507 REPAIRS AND MAINTENANCE 109024 100799 2393 5832 MISCELLANEOUS 66460 3343 14400 48717 MEALS 54519 43030 1475 10014 3919398 2454724 923589 541085 303829 66374 213863 138390 112738 505341 12143 87210 55066 137800 17966346 8361588 8713767 9604758 11649177 15247643 5545635 6654660 26606218 32442176 318219 306713 49641 318219 356354 X 9727471 11799290 16560528 20286532 26287999 32085822 26606218 32442176 4363714 1434109 0 X 0 1 X 1 0 X 2738324 1580574 1882898 3056077 7709424 16967297 2738324 1580574 1882898 3056077 7709424 16967297 12056761 4910536 230588 254183 330666 425344 628109 1868890 4613 6552 1441 2768 5474 20848 18857035 87774 0.26040 0.32530 X ALTHOUGH CALDERA DID NOT SATISFY THE 33 1/3% OF SUPPORT TEST AS OF AND FOR THE TAXABLE YEAR ENDED JUNE 30, 2024, 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, 2024 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 - 2019 AMOUNT: $ 4,613. 2020 AMOUNT: $ 6,552. 2021 AMOUNT: $ 1,441. 2022 AMOUNT: $ 2,768. 2023 AMOUNT: $ 5,474. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16941810 2000000 1587578 776062 19753326 16394109 1250632 1005365 1708296 16941810 17241428 750000 -785319 812000 16394109 15280445 500000 2190983 730000 17241428 13844987 1000000 590458 155000 15280445 0.03562 0.96439 0 0 16924928 7421177 9503751 983879 940411 43468 57539 57539 9604758 INVESTMENTS IN LIMITED PARTNERSHIPS 6654660 F 6654660 10095981 1434109 656260 2090369 8005612 250458 27042 277500 8283112 4298158 656260 656260 3641898 250458 27042 277500 3919398 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF CONTRIBUTION ONLY EVENTS NETTED AGAINST REVENUES 27,042. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF CONTRIBUTION ONLY EVENTS NETTED AGAINST REVENUES 27,042. CANADA 0 0 INVESTMENT 253474 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 8800 0 0 0 0 0 0 262274 0 262274 0 0 0 0 1 0 X X X 1 KELLY NONPROFIT CONSULTING 3207 SE 26TH AVENUE PORTLAND OR 97202 GRANT WRITING 0 0 81395 0 CAPITAL CAMPAIGN PRO PO BOX 686 WESTFIELD NJ 07090 CAMPAIGN CONSULTING 0 0 39000 0 120395 OR 1 ALUMNI SCHOLARSHIPS 15 23000 ARTISTS IN RESIDENCE STIPENDS 37 23888 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 140893 0 15000 0 0 0 5062 0 6326 0 167281 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS AWARDED TO THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS. X CAPITAL ASSETS 1 802428 COST X SUPPLIES 26 36496 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.