THE CAMPBELL INSTITUTE

EIN: 931095351 501(c)(3) Unknown

PORTLAND, OR

Total Revenue
$2,849,412
Total Expenses
$4,732,230
Total Assets
$11,459,920
Net Assets
$10,648,234
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
OR
Principal Officer
KALI THORNE LADD
Phone
5032199034
Tax Period
2025-01-01 to 2025-12-31

THE CAMPBELL INSTITUTE, founded in 2003, is a community nonprofit in the Unknown sector that reported $2.8M in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $4.7M exceeded revenue, resulting in a 66% operating deficit.

Mission

CHILDREN'S INSTITUTE'S MISSION IS TO LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY.

Program Service Accomplishments

Program 1
Expenses: $1,946,632 Revenue: $19,200

'SUPPORTING EARLY YEARS AND EARLY GRADES SUCCESS: EARLY SCHOOL SUCCESS (ESS) IS A LONG-TERM APPROACH THAT PROVIDES SCHOOL DISTRICTS WITH THE TOOLS NEEDED TO OFFER DEVELOPMENTALLY APPROPRIATE...

Read more

'SUPPORTING EARLY YEARS AND EARLY GRADES SUCCESS: EARLY SCHOOL SUCCESS (ESS) IS A LONG-TERM APPROACH THAT PROVIDES SCHOOL DISTRICTS WITH THE TOOLS NEEDED TO OFFER DEVELOPMENTALLY APPROPRIATE INSTRUCTION TO CHILDREN FROM PRESCHOOL THROUGH FIFTH GRADE. ESS IS DESIGNED TO MAKE PRESCHOOL AND ELEMENTARY SCHOOL ALIGNMENT POSSIBLE WHILE TRANSFORMING THE LEARNING EXPERIENCE TO YIELD BETTER OUTCOMES FOR CHILDREN, FAMILIES, AND EDUCATORS. TO DATE, ESS HAS TRAINED OVER 150 EDUCATORS, ALIGNED INSTRUCTION FOR MORE THAN 10,000 STUDENTS, AND SUPPORTED IMPROVED ATTENDANCE AND LITERACY OUTCOMES IN PILOT DISTRICTS BEAVERTON, FOREST GROVE, LINCOLN COUNTY, AND ST. HELENS SCHOOL DISTRICTS. THE EARLY SCHOOL SUCCESS ACADEMY ("ACADEMY") OFFERS A ONE-YEAR COHORT-BASED LEARNING EXPERIENCE FOR EDUCATORS AND LEADERS WORKING TO STRENGTHEN EARLY LEARNING AND EARLY GRADES IN THEIR DISTRICT AND IS BUILDING A STATEWIDE NETWORK. THE ACADEMY SPECIFICALLY TARGETS AND RECRUITS SCHOOL DISTRICTS IN RURAL COMMUNITIES AND TYPICALLY SEES RURAL DISTRICTS MAKING UP 50-65% OF PARTICIPANTS. DISTRICT TEAMS FROM ACROSS OREGON COME TOGETHER FOUR TIMES A YEAR FOR PROFESSIONAL LEARNING SESSIONS AND CI PROVIDES COACHING TO HELP THEM IMPLEMENT THEIR LEARNINGS. DURING THE 2024-25 SCHOOL YEAR, EDUCATORS FROM 15 SCHOOL DISTRICTS PARTICIPATED, IMPACTING THE EDUCATIONAL EXPERIENCE OF OVER 50,000 STUDENTS. RECOGNIZING THE UNIQUE NEEDS OF REMOTE RURAL COMMUNITIES, CI LAUNCHED A RURAL COACHING PROGRAM IN 2025. THIS MODEL BUILDS ON LESSONS FROM OUR 10-YEAR PARTNERSHIP WITH YONCALLA SCHOOL DISTRICT, ESS, AND THE ACADEMY. A DEDICATED RURAL COACH WORKS ALONGSIDE SCHOOL AND COMMUNITY LEADERS TO IDENTIFY STRENGTHS AND NEEDS, OFFERING TAILORED COACHING IN HIGH-QUALITY EARLY LEARNING, VERTICAL ALIGNMENT, AND EARLY LITERACY.RESEARCH IS CLEAR ON THE IMPORTANCE AND EFFECTIVENESS OF EARLY LITERACY, BEGINNING AT BIRTH AND CONTINUING THROUGH THIRD GRADE. WITH STATEWIDE READING PROFICIENCY HOVERING AROUND 40%, CI ADDED AN EARLY LITERACY SPECIALIST TO PROVIDE COACHING AND CONTENT SUPPORT ACROSS ESS, THE ACADEMY, AND RURAL COACHING. THIS SPECIALIST STRENGTHENS LITERACY CAPACITY AMONG EDUCATORS AND CAREGIVERS, EQUIPPING THEM WITH ESSENTIAL SKILLS TO FOSTER EARLY LITERACY DEVELOPMENT FROM PRESCHOOL TO THIRD GRADE.

Program 2
Expenses: $1,009,485 Revenue: $41,396

PUBLIC POLICY AND ADVOCACY FOR EARLY CHILDHOOD CARE, EDUCATION, AND HEALTH: CI CREATES PUBLIC POLICY AND ADVOCATES FOR PUBLIC INVESTMENT IN EARLY CHILDHOOD PROGRAMS, SERVICES, AND HEALTH SYSTEMS THAT...

Read more

PUBLIC POLICY AND ADVOCACY FOR EARLY CHILDHOOD CARE, EDUCATION, AND HEALTH: CI CREATES PUBLIC POLICY AND ADVOCATES FOR PUBLIC INVESTMENT IN EARLY CHILDHOOD PROGRAMS, SERVICES, AND HEALTH SYSTEMS THAT SUPPORT CHILDREN AND FAMILIES. CI DOES THIS THROUGH A COORDINATED STRATEGY FOR DEVELOPING A BOLD EARLY CHILDHOOD POLICY AGENDA THAT ENGAGES FAMILIES AND PROVIDERS AND CULTIVATES CHAMPIONS ACROSS EDUCATION AND HEALTH. CI CONVENES OREGON'S EARLY CHILDHOOD COALITION (ECC), A PARTNERSHIP OF MORE THAN 50 STATE AND NATIONAL ORGANIZATIONS WHO ADVOCATE AT THE STATE LEGISLATURE TO IMPROVE OUTCOMES FOR OREGON'S YOUNGEST CHILDREN AND FAMILIES. CI WORKS WITH AND ALONGSIDE COMMUNITY PARTNERS TO ELEVATE THE VOICES OF PARENTS, PROVIDERS, AND EDUCATORS. IN THIS WORK, CI EMPHASIZES RACIAL EQUITY AND ECONOMIC JUSTICE IN THE DEVELOPMENT AND IMPLEMENTATION OF AN EARLY CHILDHOOD ADVOCACY AGENDA FOR OREGON. CI TRANSLATES LARGE-SCALE RESEARCH AND POPULATION CENSUS DATA IN WAYS THAT INFLUENCE POLICY AND PROGRAMS. THE RESEARCH-BASED POLICY RECOMMENDATIONS ARE INFORMED BY LOCAL AND NATIONAL PROMISING PRACTICES, LIVED EXPERIENCES OF FAMILIES AND PROVIDERS, COMMUNITY LEADERS AND ORGANIZATIONS, AND NATIONAL TRENDS. THE CI TEAM COLLABORATES ACROSS SECTORS AND ACROSS GEOGRAPHIES TO DEVELOP AND ADVANCE RECOMMENDATIONS FOR STATE INVESTMENTS AND LAWS THAT INCREASE ACCESS TO AND IMPACT OF HIGH-QUALITY EARLY CHILDHOOD PROGRAMS, SERVICES, AND HEALTH SUPPORTS. CI VALUES THE RESEARCH TO POLICY CONTINUUM FOR SYSTEMS CHANGE AND USE A ROBUST COMMUNICATIONS STRATEGY TO ADVANCE CI'S VISION. THAT STRATEGY EMPLOYS A RANGE OF TOOLS AND TACTICS THAT ALLOW US TO SHARE VITAL INFORMATION ABOUT THE EARLY CHILDHOOD LANDSCAPE, DEFINE PRIORITY ISSUES, SHAPE POLICY, ILLUMINATE ADVOCACY, AND STRENGTHEN THE NARRATIVE AROUND THE VALUE AND IMPORTANCE OF EARLY CHILDHOOD INVESTMENTS. CI IS ACTIVELY WORKING TO EXPAND THE REACH IN RURAL AREAS, LOW-INCOME COMMUNITIES, AND TO COMMUNITIES OF COLOR IN BOTH URBAN AND RURAL SETTINGS.

Program 3
Expenses: $667,288

RESEARCH AND DESIGN: A TREMENDOUS AMOUNT OF ACADEMIC RESEARCH AND POPULATION DATA EXISTS IN THE EARLY CHILDHOOD FIELD, AND CI PLAYS A KEY ROLE IN SYNTHESIZING AND DISSEMINATING INFORMATION...

Read more

RESEARCH AND DESIGN: A TREMENDOUS AMOUNT OF ACADEMIC RESEARCH AND POPULATION DATA EXISTS IN THE EARLY CHILDHOOD FIELD, AND CI PLAYS A KEY ROLE IN SYNTHESIZING AND DISSEMINATING INFORMATION, TRANSLATING COMPLEX INFORMATION INTO CONCRETE TOOLS FOR POLICY- AND DECISION-MAKERS, AND ILLUMINATING PROMISING PRACTICES TO HELP CRAFT PROGRAM AND POLICY SOLUTIONS IN THE OREGON CONTEXT.CI ENGAGES WITH RESEARCH IN THREE WAYS: TRANSLATE LARGE-SCALE RESEARCH AND POPULATION DATA IN WAYS THAT INFLUENCE POLICY AND PROGRAMS, EVALUATE CI'S PROGRAMS AND INITIATIVES, AND APPLY RESEARCH PRACTICES TO SHAPE ADVOCACY AND PROGRAM DESIGN AND IMPLEMENTATION EFFORTS. SOME EXAMPLES OF HOW CI'S RESEARCH HAS SHAPED STATEWIDE EFFORTS INCLUDE:- LISTENING SESSIONS, SURVEYS, AND POLICY WORKING GROUPS FOCUSED ON PRESCHOOL ACCESS, P-3 ALIGNMENT, AND STRONG KINDERGARTEN TRANSITIONS TO INFORM STATEWIDE POLICY AND SYSTEMS CHANGE EFFORTS. - STATEWIDE PRESCHOOL AND WORKFORCE SURVEY RESEARCH TO BETTER UNDERSTAND DISTRICT PRESCHOOL CAPACITY, ACCESS, FUNDING, TRANSITION PRACTICES, AND WORKFORCE NEEDS ACROSS OREGON. - RESEARCH, POLICY SUMMARIES, AND DATA ANALYSIS ON ISSUES SUCH AS EARLY LITERACY, SOCIAL-EMOTIONAL HEALTH, DEVELOPMENTAL SCREENING, EARLY INTERVENTION, AND THE EARLY CHILDHOOD WORKFORCE.- CONTINUED ADVANCEMENT OF PRIOR STATEWIDE RESEARCH AND DESIGN EFFORTS, INCLUDING WORK RELATED TO OREGON'S SOCIAL-EMOTIONAL HEALTH METRIC, THE OREGON KINDERGARTEN ASSESSMENT, AND EARLY CHILDHOOD SPECIAL EDUCATION AND PRESCHOOL INCLUSION MODELSACADEMIC RESEARCH AND COMMUNITY NEEDS ASSESSMENTS INFLUENCE PROGRAM DEVELOPMENT AND THE WAY IN WHICH CI PILOTS ITS WORK IN COMMUNITIES AROUND THE STATE. CI THEN LEARNS FROM ONGOING RESEARCH AND EVALUATION EFFORTS TO IMPROVE OUR PROGRAM INITIATIVES AND BRING FORWARD SCALABLE PRACTICES AND POLICY CONCEPTS AT THE STATE AND NATIONAL LEVELS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,390,936
Program Service Revenue $60,596
Investment Income $468,145
Other Revenue $-70,265
TOTAL REVENUE $2,849,412

Expense Breakdown

Grants Paid $320,000
Salaries & Benefits $2,980,955
Fundraising Expenses $362,236
Program Expenses $3,878,891
Other Expenses $1,431,275
TOTAL EXPENSES $4,732,230

Year-over-Year Comparison

2025 2024 Change
Revenue $2,849,412 $3,731,079 -0.2%
Expenses $4,732,230 $4,909,732 0.0%
Net Income $-1,882,818 $-1,178,653 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
17
Independent Members
17
Employees
29
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$634,091
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARISSA KAISER CHAIR 5.00
Officer Director
$0 $0 $0
JOTH RICCI VICE-CHAIR 3.00
Officer Director
$0 $0 $0
AMY DOWD THROUGH 122025 SECRETARY 3.00
Officer Director
$0 $0 $0
FRANK REPPENHAGEN TREASURER 3.00
Officer Director
$0 $0 $0
BOB HARDING PAST CHAIR 3.00
Director
$0 $0 $0
ALICIA CHAPMAN BOARD MEMBER 3.00
Director
$0 $0 $0
BECKY TYMCHUCK BOARD MEMBER 3.00
Director
$0 $0 $0
CORY CARMAN STARTING 112025 BOARD MEMBER 3.00
Director
$0 $0 $0
JEAN BACK STARTING 112025 BOARD MEMBER 3.00
Director
$0 $0 $0
JENNIFER BRUML BOARD MEMBER 3.00
Director
$0 $0 $0
LISA NAITO BOARD MEMBER 3.00
Director
$0 $0 $0
MADDIE O'NEILL ANDREWS BOARD MEMBER 3.00
Director
$0 $0 $0
MARC MONAGHAN STARTING 112025 BOARD MEMBER 3.00
Director
$0 $0 $0
MIRIAM CALDERON BOARD MEMBER 3.00
Director
$0 $0 $0
PETER BUCKLEY BOARD MEMBER 3.00
Director
$0 $0 $0
SARA KERR BOARD MEMBER 3.00
Director
$0 $0 $0
SU EMBREE BOARD MEMBER 3.00
Director
$0 $0 $0
KALI THORNE LADD CHIEF EXECUTIVE OFFICER 40.00
Officer
$252,391 $17,627 $270,018
EMILY GILLILAND CHIEF OPERATING OFFICER 40.00
Officer
$192,983 $7,719 $200,702
ERICA MULLEN CHIEF RESOURCE & INNOVATION OFFICER 40.00
Officer
$157,062 $6,309 $163,371
DANA HEPPER DIRECTOR OF POLICY AND ADVOCACY 40.00
Highest
$149,608 $6,008 $155,616
MARINA MERRILL DIRECTOR OF RESEARCH AND S 40.00
Highest
$146,574 $13,452 $160,026
ERIN LOLICH EARLY LITERACY SPECIALIST 40.00
Highest
$127,309 $12,673 $139,982
TALISA TIMMS EQUITY MANAGER 40.00
Highest
$103,491 $9,577 $113,068
ELI O'BRATE DIRECTOR OF FINANCE 40.00
Highest
$100,656 $13,799 $114,455
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,849,412 $4,732,230 $11,459,920 $-1,882,818
2024 $3,731,079 $4,909,732 $13,707,320 $-1,178,653
2023 $12,514,609 $4,328,070 $14,333,541 $8,186,539
2022 $2,426,199 $4,087,084 $5,950,049 $-1,660,885
2021 $1,471,004 $3,506,494 $7,724,323 $-2,035,490
2020 $3,654,373 $3,576,423 $9,963,172 $77,950
2019 $2,069,451 $2,922,756 $9,512,240 $-853,305
2018 $9,041,580 $2,378,013 $10,213,582 $6,663,567
Explore More Nonprofits
Top 100 Nonprofits in Oregon Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE CAMPBELL INSTITUTE with other nonprofits in Oregon and across the country.