Lake Oswego Rotary Foundation INC: Nonprofit Profile, Financials & Form 990 (EIN 93-1000938)

Revenue by fiscal year
FY2020	$142K
FY2022	$446K
FY2023	$346K
FY2024	$416K

Expenses by fiscal year
FY2020	$160K
FY2022	$323K
FY2023	$353K
FY2024	$431K

Net assets by fiscal year
FY2020	$204K
FY2022	$292K
FY2023	$299K
FY2024	$184K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1989.

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

Where the money goes

48 cents of each dollar spent went to programs.

48%

52%

Program services 48% · $207K Fundraising 52% · $224K

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

21 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII

Robin Krakauer

Directorcommunity Service Co

$0Pt VII · Sec A

Ken Perigo

Directorcommunity Service Co

$0Pt VII · Sec A

Lauren Oneill

Directornew Generations Chai

$0Pt VII · Sec A

Mark Waller

Directorpeacebuilder Chair

$0Pt VII · Sec A

Sue Linnerooth

Directorfundraising Chair

$0Pt VII · Sec A

Candace Jennings

President Elect

$0Pt VII · Sec A

Eleanor Trethowan

Directorvocational Service C

$0Pt VII · Sec A

Peter York

Immediate Past President

$0Pt VII · Sec A

See Lake Oswego Rotary Foundation INC 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 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds scholarships, grants, and materials to improve lives locally and support Rotary projects.

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Provided by the organization

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3 programs · $155K · in their own filed words · FY2023

01

Support of international projects in central and south america, africa and the middle east. Projects include support for building schools and educational infratructure, sanitation & water projects, supporting girls & women by providing access to education, support with response to natural disasters.

$70Kprogram expense

02

Support for lakewood center for the arts, a community multi-arts theatre facility whose goals include the sponsorship and coordination of education and cultural programming in visual arts, theatre and community events.

$62Kprogram expense

03

Service Above Self Excellence in Educational Awards

Recognize a community of dedicated citizens, educators and students who contribute to others and to education, many other activities.

$22Kprogram 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 · FY2025

Access to Opportunity INCFY2025$5K

Total grants receivedfrom 1 funder$5K

Grants paid · 1 grant · $62K · 2023–2023

Lakewood Theatre CompanyOR · FY2023$62,250

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$416K

Ln 12

Gifts and grantsLn 1h$388K

Other incomeLn 4–11$23K

Investment incomeLn 3$5K

Money outPt IX

$431K

Ln 25

Programscol B$207K

Fundraisingcol D$224K

Owns and owesPt X

$184K

net assets · Ln 32

Cash and savingsLn 1–2$145K

Total assetsLn 16$199K

LiabilitiesLn 26$15K

PeoplePt VI, VII

21

listed · VII A

PaidVII A0

Voting boardVI 1a21

IndependentVI 1b21

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$388K

Fundraising eventsLn 1c$26K

Investment incomeLn 3$5K

Other incomeLn 4–11$23K

Total revenueLn 12$416K

Assets in detailPt X, end of year

CashLn 1$11K

SavingsLn 2$134K

Cash and savings togetherLn 1–2$145K

InvestmentsLn 11–13$54K

Total assetsLn 16$199K

LiabilitiesLn 26$15K

Net assetsLn 32$184K

OperationsPt I, VI

EmployeesI 50

VolunteersI 6148

Fiscal year endsHeaderSeptember

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

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$219K	$145K
InvestmentsLn 11–13	$41K	$54K
Total assetsLn 16	$254K	$199K
LiabilitiesLn 26	$45K	$15K
Net assetsLn 32	$209K	$184K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$101K	$101K
Grants to domestic individualsLn 2	$27K	$27K
Grants and assistance to foreign recipientsLn 3	$70K	$70K
Other fees for servicesLn 11g	$232K	$8K		$224K
Other expenses (24a–d)Ln 24	$1K	$1K
Total functional expensesLn 25	$431K	$207K	$0	$224K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$416K	$431K	−$16K	$184K	990 PDF
FY2023	$346K	$353K	−$7K	$299K	990 PDF
FY2022	$446K	$323K	$123K	$292K	990 PDF
FY2021	Not on file
FY2020	$142K	$160K	−$18K	$204K	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 FY2024 990 (6 parts)

Part I · Summary $415,726 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $338,980$388,185

I-9 Program service revenue$0

I-10 Investment incomePrior year $1,171$4,560

I-11 Other revenuePrior year $5,795$22,981

I-12 Total revenuePrior year $345,946$415,726

I-13 Grants and similar amounts paidPrior year $215,860$197,981

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $137,009$233,359

I-18 Total expensesPrior year $352,869$431,340

I-19 Revenue less expensesPrior year −$6,923−$15,614

Part VI · Governance 21 of 21 board members independent, 5 to look at

VI-1a Voting members of the governing body21

VI-1b Independent voting members21

VI-2 Family or business relationship among officers or directorsYes

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

Part VIII · Statement of revenue $415,726 across 7 lines filed

Lines not itemized here account for $22,981 of total revenue; see the IRS return.

VIII-1a Federated campaigns$340,107

VIII-1c Fundraising events$25,923

VIII-1d Related organizations$1,288

VIII-1f All other contributions, gifts and grants$20,867

VIII-1h Total contributions, gifts and grants$388,185

VIII-3 Investment incomeRelated to mission $4,560$4,560

VIII-12 Total revenueRelated to mission $27,541 · Unrelated business $0 · Excluded from tax $0$415,726

Part IX · Statement of functional expenses $431,340 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $100,505$100,505

IX-2 Grants to domestic individualsPrograms $27,000$27,000

IX-3 Grants and assistance to foreign recipientsPrograms $70,476$70,476

IX-11g Other fees for servicesPrograms $8,120 · Fundraising $223,924$232,044

IX-24 Other expenses (24a–d)Programs $1,315$1,315

IX-25 Total functional expensesPrograms $207,416 · Management $0 · Fundraising $223,924$431,340

Part X · Balance sheet $198,896 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $129,934$11,484

X-2 Savings and temporary cash investmentsStart of year $89,485$133,525

X-11 Publicly traded securitiesStart of year $41,218$53,887

X-16 Total assetsStart of year $253,962$198,896

X-17 Accounts payable and accrued expensesStart of year $45,141$14,985

X-26 Total liabilitiesStart of year $45,141$14,985

X-32 Total net assets or fund balancesStart of year $208,821$183,911

X-33 Total liabilities and net assetsStart of year $253,962$198,896

Part XI · Reconciliation of net assets $183,911 net assets at year end

XI-1 Total revenue$415,726

XI-2 Total expenses$431,340

XI-3 Revenue less expenses−$15,614

XI-4 Net assets at start of year$208,821

XI-8 Prior period adjustments−$9,296

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$183,911

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Lake Oswego Rotary Foundation INC

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Lake Oswego Rotary Foundation INC

Service Above Self Excellence in Educational Awards

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV