Oregon Schools Foundation FY2020 filing

Tax-deductible

Oregon, OH501(c)(3)EducationEIN 34-1691643Revenue $192K in FY2020

On file with the IRSoregonschoolsfoundation.org5721 Seaman Rd, 43616-2631 · Oregon, OHTax-exempt since Feb 1992Publicly supported charity — 170(b)(1)(A)(vi)

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To accept, manage and distribute gifts according to donor designation in order to enrich, inspire, expand and strengthen educational opportunities for our elementary and secondary school students in the Oregon City School District.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$12K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $78K a year · 24% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$12K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 21.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $36K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 16 voting members
Concern: none of 16 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$192K
Spent
$89K
To programs
74%
Net assets
$553K
By yearFY2020–FY2024
Revenue
$192K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$192K
FY2021$318K
FY2022$350K
FY2023$377K
FY2024$409K
Expenses
$89K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$89K
FY2021$296K
FY2022$202K
FY2023$430K
FY2024$239K
Net assets
$553K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$553K
FY2021$648K
FY2022$737K
FY2023$747K
FY2024$917K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $66K Management & general 26% · $23K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $12K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$12,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Amy Hansen’s $12K as Executive Di is at the 10th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Amy Hansen$12,000$12,000$12,000$12,000$12,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oregon Schools Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distributes donations to enhance educational opportunities for local K-12 students.

Questions for Oregon Schools Foundation

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Provided by the organization

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3 programs · $58K · in their own filed words · FY2020
01

The Foundation receives contributions that are designated by its Corporate and Individual Donors for use on specific projects and education related initiatives. Such Funds are utilized for efforts such as upgrades to Oregon City School's Gymnasium and its Stadium Press Box; For Clay High School's Operation Graduation effort; For Oregon…

$33Kprogram expense
02

The Oregon Schools foundation awards Classroom Grants each year that provide opportunities for students and teachers to learn in new environments and develop creative teaching methods in the Oregon City School District.

$13Kprogram expense
03

The Annual Fund Campaign receives Individual and Corporate contributions each year that enable it to fund ongoing operations in areas of Academics, Art and Athletics. During the past year these resources were used to assist in enabling the Oregon School system to meet and to improve its Education and professional Development goals.

$12Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$36K
Grants paid · 7 grants · $205K · 2020–2024
Oregon Board of EducationFY2024$59,184
Oregon Board of EducationFY2023$30,024
Oregon Board of EducationFY2022$52,307
Unitemized GrantFY2021$26,401
Unitemized GrantFY2021$11,689
Unitemized GrantFY2020$13,068
Unitemized GrantFY2020$11,828

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$192K
Ln 12
Gifts and grantsLn 1h$140K
Other incomeLn 4–11$39K
Investment incomeLn 3$13K
Money outPt IX
$89K
Ln 25
Programscol B$66K
Managementcol C$23K
Owns and owesPt X
$553K
net assets · Ln 32
Cash and savingsLn 1–2$160K
Total assetsLn 16$553K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$140K
Fundraising eventsLn 1c$5K
Investment incomeLn 3$13K
Other incomeLn 4–11$39K
Gains on assetsLn 7$0
Total revenueLn 12$192K
Assets in detailPt X, end of year
CashLn 1$90K
SavingsLn 2$70K
Cash and savings togetherLn 1–2$160K
InvestmentsLn 11–13$394K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$553K
LiabilitiesLn 26$0
Net assetsLn 32$553K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$89K$160K
InvestmentsLn 11–13$311K$394K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$400K$553K
LiabilitiesLn 26$0$0
Net assetsLn 32$400K$553K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$25K$25K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$12K$12K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$919$919
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$310$310
Office expensesLn 13$1K$1K
Information technologyLn 14$148$148
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$43K$41K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$89K$66K$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $409K$239K$170K$917K 990 PDF
FY2023 $377K$430K−$53K$747K 990 PDF
FY2022 $350K$202K$149K$737K 990 PDF
FY2021 $318K$296K$23K$648K 990 PDF
FY2020 Viewing $192K$89K$103K$553K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $191,612 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $132,944$140,440
I-9 Program service revenue$0
I-10 Investment incomePrior year $11,056$12,514
I-11 Other revenuePrior year $26,930$38,658
I-12 Total revenuePrior year $170,930$191,612
I-13 Grants and similar amounts paidPrior year $17,297$24,896
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $12,918$12,919
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $59,005$50,873
I-18 Total expensesPrior year $89,220$88,688
I-19 Revenue less expensesPrior year $81,710$102,924
Part VI · Governance 0 of 16 board members independent, 4 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $191,612 across 10 lines filed
VIII-1c Fundraising events$5,000
VIII-1f All other contributions, gifts and grants$135,440
VIII-1h Total contributions, gifts and grants$140,440
VIII-3 Investment incomeRelated to mission $12,514$12,514
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$36,882
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,776$1,776
VIII-12 Total revenueRelated to mission $14,290$191,612
Part IX · Statement of functional expenses $88,688 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $24,896$24,896
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $12,000$12,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesManagement $919$919
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,920$1,920
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $3,187$3,187
IX-11g Other fees for services$0
IX-12 Advertising and promotionManagement $310$310
IX-13 Office expensesManagement $1,144$1,144
IX-14 Information technologyManagement $148$148
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $1,348$1,348
IX-24 Other expenses (24a–d)Programs $40,955 · Management $1,861$42,816
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $65,851 · Management $22,837 · Fundraising $0$88,688
Part X · Balance sheet $553,219 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $89,047$89,671
X-2 Savings and temporary cash investments$70,018
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $311,421$393,530
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $400,468$553,219
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $400,468$553,219
X-32 Total net assets or fund balancesStart of year $400,468$553,219
X-33 Total liabilities and net assetsStart of year $400,468$553,219
Part XI · Reconciliation of net assets $553,219 net assets at year end
XI-1 Total revenue$191,612
XI-2 Total expenses$88,688
XI-3 Revenue less expenses$102,924
XI-4 Net assets at start of year$400,468
XI-5 Net unrealized gains (losses) on investments$49,827
XI-10 Net assets at end of year$553,219

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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