2026-05-01T21:49:00-05:00 2025-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2025-01-01 931310734 SOCIAL VENTURE PARTNERS PORTLAND SOCI 5032220114 1355 NW EVERETT ST 100 PORTLAND OR 97209 LAUREN JOHNSON EXECUTIVE DIRECTOR 5032220114 2026-05-01 1 SANG AHN P00540880 5032270581 2025 2025-03-06 01:10:19Z SVP PORTLAND LAUREN JOHNSON 1355 NW EVERETT ST 100 PORTLAND OR 97209 990523 0 X SVPPORTLAND.ORG X 2000 OR SVP MOBILIZES SKILLS, MONEY, AND CONNECTIONS TO BUILD LASTING COMMUNITY CAPACITY FOR SOLVING PROBLEMS TOGETHER. SVP IS CURRENTLY FOCUSED ON STRENGTHENING EARLY LEARNING ORGANIZATIONS AND SYSTEMS SO THAT ALL CHILDREN IN MULTNOMAH COUNTY HAVE ACCESS TO HIGH-QUALITY, CULTURALLY RELEVANT PRESCHOOL. 8 8 7 49 0 0 562260 964368 106800 0 29514 26049 0 106 698574 990523 245395 98642 0 0 615328 680262 0 0 123135 99781 104721 960504 883625 -261930 106898 1555445 1370152 359789 37827 1195656 1332325 SVP CONTRIBUTES FINANCIAL RESOURCES, PROFESSIONAL EXPERTISE, AND CONNECTIONS TO MISSION-DRIVEN ORGANIZATIONS IN ORDER TO STRENGTHEN THEIR OPERATIONS, GROW THEIR CAPACITY, AND EXPAND THEIR IMPACT IN OUR COMMUNITY. 0 0 370080 98642 THE PRIMARY MISSION OF SVP PORTLAND IS TO PROVIDE CAPACITY-BUILDING SUPPORT TO THE COMMUNITY GRANTEES WE CALL COMMUNITY PARTNERS. IN 2025, THE PARTNERSHIP OF 86 INDIVIDUALS INVESTED $444,652 IN CASH GRANTS AND 4,357 HOURS (A NON-CASH VALUE OF $1,089,250) AND TOGETHER, THESE REPRESENT A VALUE OF $72,500 OF COMMUNITY INVESTMENTS INTO A PORTFOLIO OF 14 COMMUNITY ORGANIZATIONS AND COLLABORATIVE PROJECTS THAT ARE FOCUSED ON ENSURING THAT ALL CHILDREN REGARDLESS OF RACE, ETHNICITY, WEALTH, RELIGION, GENDER, OR ZIP CODE HAVE ACCESS TO HIGH-QUALITY, CULTURALLY-RELEVANT EARLY LEARNING EXPERIENCES. 164758 50000 SVP PORTLAND RUNS A COHORT ACCELERATOR PROGRAM CALLED READY TO GROW THAT SUPPORTS EARLY CHILDHOOD LEADERS WITH THE SKILLS AND BUSINESS EXPERTISE THEY NEED TO FOSTER GROWTH AND EXPANSION WITHIN THEIR ORGANIZATIONS, THEREBY EXPANDING ACCESS TO HIGH-QUALITY EARLY CHILDHOOD EDUCATION IN MULTNOMAH & WASHINGTON COUNTIES. OUR 2025 COHORTS SUPPORTED 26 PARTICIPANTS ACROSS 23 EARLY LEARNING ORGANIZATIONS, COLLECTIVELY SERVING NEARLY 700 CHILDREN AND EMPLOYING OVER 100 TEACHERS. 23329 AS PART OF SVP PORTLAND, THE ENCORE FELLOWS PROGRAM PROVIDES A SOURCE OF NEW TALENT FOR COMMUNITY ORGANIZATIONS, HELPS INDIVIDUALS TRANSITION INTO SOCIAL-IMPACT WORK, AND GIVES CORPORATIONS AND FOUNDATIONS A NEW WAY TO POSITIVELY IMPACT THEIR COMMUNITIES. ENCORE FELLOWS ARE CAREFULLY MATCHED WITH THEIR HOST COMMUNITY ORGANIZATIONS FOR A TIME-LIMITED PROJECT AFTER RETIRING FROM A PROFESSIONAL CAREER. THIS PROGRAM ENDED IN 2025. 558167 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 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 12 0 7 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X KRISTIN KANAN 5032220114 1355 NW EVERETT ST 100 PORTLAND OR 97209 LAUREN JOHNSON EXECUTIVE DIRECTOR 40.00 X 168044 0 13223 CAROLINA CASTANEDA DEL RIO DIRECTOR OF COMMUNITY IMPACT 40.00 X 117269 0 11690 BOB TATE PRESIDENT (THROUGH 06/2025) 1.00 X X 0 0 0 ROB ASLETT PRESIDENT (FROM 06/2025) 1.00 X X 0 0 0 DOUG WELLS TREASURER 1.00 X X 0 0 0 MELINDA GROSS SECRETARY 1.00 X X 0 0 0 LARRY FOX DIRECTOR 1.00 X 0 0 0 CHARLIE GILKEY DIRECTOR 1.00 X 0 0 0 BALA SUDARSHAN CADAMBI DIRECTOR 1.00 X 0 0 0 EVA MARIBONA DIRECTOR 1.00 X 0 0 0 ERIN STEVANUS DIRECTOR 1.00 X 0 0 0 285313 0 24913 2 0 1 0 0 964368 964368 26049 26049 106 106 106 990523 0 0 26155 98642 98642 181267 110615 40295 30357 420024 258958 90323 70743 5280 4048 145 1087 27513 14836 9308 3369 46178 26661 11145 8372 25400 25400 28067 16698 8586 2783 8988 5393 2696 899 9215 4773 3647 795 7480 4488 2244 748 4201 1785 312 2104 21370 11270 8222 1878 883625 558167 202323 123135 1474413 1027077 9365 260315 1995 1995 69672 80765 1555445 1370152 67289 37827 292500 359789 37827 X 1090984 1022150 104672 310175 1195656 1332325 1555445 1370152 X 106898 9771 20000 X 1 X 0 0 0 X 1631943 1314152 1419046 562260 964368 5891769 1631943 1314152 1419046 562260 964368 5891769 826341 5065428 2382 3217 10823 29514 26049 71985 106 106 681 681 5964541 257000 0.84930 0.95600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 760490 760490 139074 34769 0 0 155713 223894 154082 139074 672763 1009145 3438 3438 38928 55974 38521 34769 168192 252288 69671 11094 80765 59967 9704 69671 50187 9780 59967 63088 -11130 1771 50187 54767 9863 1542 63088 1.00000 0 0 0 X PART V, LINE 4: THE INVESTMENT INCOME EARNED ON THIS PERMANENT ENDOWMENT IS UNRESTRICTED AS TO PURPOSE. $50K IS PERMANENT, THE INVESTMENT EARNING IS HELD IN THE ACCOUNT UNTIL THE FINANCE TEAM DECIDES TO WITHDRAW. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION (AEME) PO BOX 6569 BEAVERTON OR 97007 800301212 501(C)3 15000 0 SVP GENERAL OPERATING GRANTS BRIGHT FUTURES (ADELANTE MUJERES) 2030 MAIN ST SUITE A FOREST GROVE OR 97116 030473181 501(C)3 12500 0 SVP GENERAL OPERATING GRANTS COMMUNITY ACTION ORGANIZATION (CAO) 1001 SW BASELINE STREET HILLSBORO OR 97123 930554941 501(C)3 20000 0 SVP GENERAL OPERATING GRANTS FUTURE GENERATIONS COLLABORATIVE 935 NE 33RD AVE PORTLAND OR 97232 920293860 501(C)3 25000 0 SVP GENERAL OPERATING GRANTS 4 0 PART I, LINE 2: SVP PORTLAND AWARDS GRANTS ON AN ONGOING BASIS THROUGHOUT THE YEAR, AFTER A TWO-TO THREE-MONTH DUE DILIGENCE PROCESS DURING WHICH AN INVESTMENT TEAM DEVELOPS A PROPOSAL IN COLLABORATION WITH THE PROSPECTIVE GRANTEE. THIS PROCESS IS CO-LED BY STAFF AND AN INVESTOR PARTNER, WHO HAS BEEN TRAINED ON OUR INVESTMENT PROPOSAL DEVELOPMENT PROCESS. ONE OR TWO ADDITIONAL INVESTOR PARTNERS TYPICALLY SERVE ON THE TEAM AND CONTRIBUTE THEIR AREA(S) OF EXPERTISE (E.G., FINANCIAL ACUMEN, BUSINESS PLANNING, EARLY CHILDHOOD PROGRAMMING) TO INFORM THE PROPOSAL. THE FINAL PROPOSAL IS PRESENTED BY THE INVESTMENT TEAM FOR FEEDBACK AND APPROVAL BY THE PORTFOLIO MANAGEMENT TEAM. THIS TEAM IS STAFFED BY THE DIRECTOR OF COMMUNITY IMPACT AND IS COMPOSED OF 6-8 INVESTOR PARTNERS AND COMMUNITY LEADERS WITH DIVERSE AREAS OF EXPERTISE, INCLUDING PHILANTHROPY, MANAGEMENT, EARLY CHILDHOOD, AND STRATEGY. AWARDS ARE TYPICALLY GRANTED TO 2-3 NEW ORGANIZATIONS, COLLABORATIVES AND/OR INITIATIVES ANNUALLY. IN ADDITION, 2-4 NEW AWARDS ARE ALSO MADE TO CURRENT GRANTEES BY THIS TEAM. THE VALUE OF THE AWARD MAY INCLUDE HUMAN CAPITAL, THROUGH VOLUNTEER HOURS, AND/OR FINANCIAL CAPITAL IN THE FORM OF A CONTINGENT GRANT. ONCE THE INVESTMENT PROPOSAL HAS BEEN APPROVED, AND THE GRANTEE'S ORGANIZATIONAL CAPACITY-BUILDING NEEDS IDENTIFIED, A MEMORANDUM OF UNDERSTANDING (MOU) IS DEVELOPED BETWEEN THE GRANTEE AND SVP PORTLAND, WHICH DEFINES LONG-TERM GOALS AND QUARTERLY MILESTONES TO BE ACCOMPLISHED OVER THE DURATION OF THE NEXT YEAR. AFTER THE MOU IS EXECUTED, THE GRANT PAYMENT IS REMITTED. THE MOU IS REVIEWED ON A QUARTERLY BASIS BY THE GRANTEE AND THE INVESTOR PARTNER DESIGNATED TO SERVE AS PRIMARY LIAISON. THE PORTFOLIO MANAGEMENT TEAM REGULARLY REVIEWS ALL INVESTMENTS AND THEIR PROGRESS, THROUGHOUT THE GRANT PERIOD. MULTI-YEAR INVESTMENTS REQUIRE TEAM REVIEW AND APPROVAL BEFORE SUBSEQUENT GRANT COMMITMENTS ARE APPROVED. X X X 0 0 0 0 0 0 0 0 0 LAUREN JOHNSON EXECUTIVE DIRECTOR 168044 0 0 0 0 0 5243 0 7980 0 181267 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 URSULA GARCIA, DIRECTOR OF RESOURCE DEVELOPMENT AND DOUG WELLS, BOARD TREASURER AND FINANCE TEAM CO-CHAIR ARE A COUPLE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CPA BASED ON REVIEWED FINANCIAL STATEMENTS. THE FINANCE TEAM, WITH THE HELP OF THE FINANCE MANAGER, REVIEWS THE 990 FOR ACCURACY AND SUGGESTS ANY CHANGES. THE EXECUTIVE DIRECTOR THEN MAKES THE FINAL REVIEW. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR THEIR APPROVAL TO FILE. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE CORPORATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF TEAMS WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR TEAM MEETING, IN WHICH THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR TEAM MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A TEAM WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAS READ AND UNDERSTANDS THE POLICY; AGREES TO COMPLY WITH THE POLICY; AND UNDERSTANDS THAT THE CORPORATION IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IN MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO DETERMINE A FAIR AND COMPETITIVE RANGE FOR STAFF SALARIES, WE USE DATA PUBLISHED BY THE MBL GROUP (MBL) OR EQUIVALENT WITH RELEVANT DATA. THE FOLLOWING CRITERIA WAS REVIEWED AND APPROVED BY THE EXECUTIVE TEAM AND APPLIES TO ALL STAFF. 1) SALARIES TYPICALLY RANGE FROM 10% BELOW TO 10% ABOVE THE AVERAGE OF THREE SALARY VALUES REPORTED BY MBL FOR THE POSITION OR POSITIONS MOST CLOSELY RESEMBLING EACH SVP PORTLAND POSITION, ROUNDED TO THE NEAREST ONE THOUSAND. THE INITIAL SALARY WILL BE WITHIN THIS RANGE, AND WILL TAKE INTO ACCOUNT EXPERIENCE AND DEMONSTRATED SUCCESS. SINCE THE MBL IS UPDATED REGULARLY, COST OF LIVING ADJUSTMENTS ARE INCLUDED IN THE MBL BASE SALARY RANGES. A REANALYSIS OF MBL(OR EQUIVALENT) SALARY RANGES VS. ACTUAL BASE SALARIES WILL BE UPDATED ANNUALLY. THIS RANGE WILL SERVE AS A GUIDE FOR HIRING AND SUBSEQUENT DISCUSSION OF INCREASES ON THE ANNUAL ANNIVERSARY OF AN EMPLOYEE'S HIRING OR LAST PROMOTION. 2) MERIT SALARY ADJUSTMENTS ARE BASED ON PERFORMANCE AGAINST ANNUAL OPERATIONAL PLANS AND GOALS (KPIS) TIED TO EACH ROLE, AS WELL AS RESULTS OF PERFORMANCE REVIEWS, WITHIN THE POSITION'S RANGE (SEE #1). 3) ONE-TIME BONUSES: UNDER EXCEPTIONAL CIRCUMSTANCES, A BONUS MAY BE GIVEN. THIS BONUS IS TO RECOGNIZE THE RESILIENCE AND HIGH PERFORMANCE OF STAFF, ESPECIALLY IN SPITE OF ADVERSITY. SINCE THIS CANNOT BE ANTICIPATED, THE EXECUTIVE DIRECTOR IS ACCOUNTABLE FOR DETERMINING THESE BONUSES. 4) A COMPETITIVE, COMPREHENSIVE BENEFIT PACKAGE IS AVAILABLE FOR ALL CURRENT EMPLOYEES, BASED UPON FTE, BUT IS SUBJECT TO CHANGE. EACH EMPLOYEE'S SALARY IS REASSESSED ANNUALLY BY THE EMPLOYEE'S MANAGER, OR BOARD OF DIRECTORS IN THE CASE OF THE EXECUTIVE DIRECTOR, SUBSEQUENT TO THE 360 REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 SVP PORTLAND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: REFUNDED GRANTS TO ORGS 20,000.