2026-05-01T16:35:03-05:00 2025-06-30 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2024-07-01 943106407 AMERICAN LEADERSHIP FORUM OF OREGON AMER 5036362288 221 NW SECOND AVENUE 306 PORTLAND OR 97209 SARAH GREENMAN EXECUTIVE DIRECTOR 5036362288 2026-05-01 1 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z SARAH GREENMAN 221 NW SECOND AVENUE 306 PORTLAND OR 97209 529180 0 X WWW.ALFO.ORG X 1989 OR TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. 10 10 3 77 0 0 198525 225297 467650 295666 137 146 110 -2781 666422 518328 137000 119834 0 0 236953 256904 0 0 24039 278106 216590 652059 593328 14363 -75000 458068 500628 106290 184331 351778 316297 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 367131 119834 295666 OREGON FELLOWS PROGRAM: THE AMERICAN LEADERSHIP FORUM (ALF) OF OREGON IS A NON-PROFIT, NON-PARTISAN ORGANIZATION THAT BRINGS A DIVERSE RANGE OF CORPORATE, PUBLIC AND NON-PROFIT LEADERS TOGETHER TO BUILD EFFECTIVE NETWORKS OF COLLABORATION, SERVICE AND COMMUNITY THROUGHOUT THE STATE. BY CREATING A NETWORK OF LEADERS WITH ESTABLISHED BONDS OF TRUST AND MUTUAL SUPPORT, ALF STRENGTHENS THE COMMITMENT OF LEADERS TO UTILIZE COLLABORATIVE APPROACHES TO DEALING WITH EMERGENT AND COMPLEX COMMUNITY AND STATEWIDE ISSUES. ALF OREGON HOSTS TWO COHORTS EACH YEAR OF TALENTED, PROVEN LEADERS WHO COMMIT TO MEETING TOGETHER ONCE A MONTH FROM 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. 15926 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). 383057 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 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 10 10 0 0 0 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 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 123500 0 0 123500 0 0 1 0 0 0 0 21450 203847 225297 PROGRAM FEES/TUITION 900099 295666 295666 295666 146 146 6050 21450 10852 -4802 -4802 OTHER INCOME 900099 2021 2021 2021 518328 295666 0 -2635 X 119834 119834 122000 56471 57253 8276 97636 45193 45819 6624 17857 755 16876 226 19411 7256 11098 1057 17246 17246 94529 86255 4074 4200 946 946 14487 1488 12562 437 11729 11729 55018 45848 9042 128 330 330 3303 3303 DUES AND SUBSCRIPTIONS 7588 795 5993 800 MISCELLANEOUS 5407 5407 PROGRAM EXPENSE 4918 4868 50 FELLOWS EXPENSE 1089 1089 12875 -15166 2291 593328 383057 186232 24039 89822 137783 40692 40717 78266 55932 748 0 3636 3636 0 0 248540 266196 458068 500628 53840 13831 52450 170500 106290 184331 X 13413 45276 338365 271021 351778 316297 458068 500628 X -75000 703 11140 27676 X 0 0 0 X 305628 200613 246955 198525 225297 1177018 305628 200613 246955 198525 225297 1177018 545165 631853 2535 44 57 137 146 2919 467 725 110 2021 3323 1183260 1794482 0.53400 0.62590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 467. 2021 AMOUNT: $ 725. 2023 AMOUNT: $ 110. 2024 AMOUNT: $ 2,021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 248540 29564 10019 1889 266196 232042 28401 10093 1810 248540 219913 23732 9928 1675 232042 274484 -43067 9458 2046 219913 217391 68069 9030 1945 274484 1.00000 1 0 3636 3636 0 0 BENEFICIAL INTEREST IN ASSETS HELD AT THE OREGON COMMUNITY FOUNDATION 266196 266196 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. REUNION GALA 27500 21450 6050 2385 7298 1169 27500 21450 6050 2385 7298 1169 10852 -4802 1 TUITION ASSISTANCE 13 119834 PART I, LINE 2: THE SCHOLARSHIPS ARE SELF-MONITORED AND REPRESENT A TUITION DEDUCTION. 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 86,255. MANAGEMENT AND GENERAL EXPENSES 585. FUNDRAISING EXPENSES 4,200. TOTAL EXPENSES 91,040. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,489. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD AT OREGON COMMUNITY FDN. 27,676.