Client: International School of Beaverton

Client: International School of Beaverton

 Project Background

Sam Shogren worked with school leadership, district personnel, and volunteers to develop and launch a new parent-teacher organization FRISB or Friends of the International School of Beaverton for the opening of this new school in Beaverton, Oregon. The Beaverton School Board decided in 2008 to expand the options available to students and families by repurposing a renovated and expanded former elementary school into the District's only dedicated ISB certified school for both middle school and high school students. To facilitate the opening of the school and effective engagement of incoming families a new PTO needed to formed, incorporated, and secure its nonprofit status with the IRS. 

Scope of Work & Deliverables

  • Project Manage the Formation of an Oregon Nonprofit Corporation as the identity for  the PTO
    • Work with volunteers to prepare Bylaw and Incorporation documents for submission to the State of Oregon
    • Coach volunteer committee on requirement to run a successful nonprofit
    • Coach volunteer committee on governance options and election processes to facilitate decision making for bylaws
    • Draft bylaw document 
    • Submit incorporation and bylaws to state for approval and act as Agent of Record
  • Project Manage the Application Process to Secure a 501c3 recognition from the IRS 
    • Develop all documents needed to submit application to IRS
    • Develop and secured Board approval for a 5-year pro forma business plan as required by IRS regulations
    • Submit application to IRS and act as Agent of Record managing application process
  • Coach and Educate Parent Volunteers in Nonprofit Governance and Startups
  • Help form and coach new officers through the first year of operations