EIN 27-4682873

Open Excellence

IRS 501(c) type
501(c)(3)
Num. employees
3
State
Year formed
2011
Most recent tax filings
2022-12-01
Description
Open Excellence connects private philanthropy with top researchers and programs to bring recovery-based care and supports to every community. It is a unique international community foundation solely focused on mental health located in Wilsonville, OR.
Also known as...
The Foundation for Excellence in Mental Health Care
Total revenues
$213,528
2022
Total expenses
$813,059
2022
Total assets
$1,674,464
2022
Num. employees
3
2022

Program areas at Open Excellence

The Foundation for Excellence in Mental Health Care is a one-of-a-kind community Foundation, international in scope, focused soley on Mental Health.

Grants made by Open Excellence

GranteeGrant descriptionAmount
HopeWorxTo Improve Mental Health Outcomes$245,545
Beautiful Minds WellnessTo Improve Mental Health Outcomes$80,440
FJC - A Foundation of Philanthropic FundsTo Improve Mental Health Outcomes$29,615
...and 2 more grants made

Who funds Open Excellence

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
William Josef FoundationUnrestricted Operating$75,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$11,618
AmazonSmile FoundationGeneral Support$153

Personnel at Open Excellence

NameTitleCompensation
Seana O'CallaghanPresident and Chief Executive Officer / Board Member$0
Malea StocktonChief Administrative Officer
Gina NikkelPast President and Chief Executive Officer / Chief Executive Officer and President / President / Chief Executive Officer and Presid$63,953
Kevin AspegrenPast Chief Philanthropy Officer$103,270
David HughesTreasurer$0
...and 4 more key personnel

Financials for Open Excellence

RevenuesFYE 12/2022
Total grants, contributions, etc.$295,677
Program services$0
Investment income and dividends$11,336
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-93,485
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$213,528

Form 990s for Open Excellence

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-15990View PDF
2020-122021-11-10990View PDF
2019-122020-10-21990View PDF
2018-122019-09-14990View PDF
2017-122018-11-15990View PDF
...and 6 more Form 990s
Data update history
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 27, 2023
Updated personnel
Identified 1 new personnel
May 31, 2023
Updated personnel
Identified 2 new personnel
May 21, 2023
Received grants
Identified 1 new grant, including a grant for $75,000 from William Josef Foundation
Nonprofit Types
Grantmaking organizationsMental health organizationsCharities
Issues
HealthMental health
Characteristics
Operates donor advised fundsProvides grantsOperates internationallyState / local levelTax deductible donations
General information
Address
8532 SW Dr Helens 250
Wilsonville, OR 97070
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Washington County, OR
Website URL
openexcellence.org/ 
Phone
(503) 816-5676
IRS details
EIN
27-4682873
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
F01: Mental Health and Crisis Intervention Alliances and Advocacy
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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