School Foundation INC FY2023 filing

Tax-deductible

Bend, OR501(c)(3)EmploymentEIN 93-1064935Revenue $280K in FY2023

On file with the IRSengagedminds.orgPo Box 1436, 97709-1436 · Bend, ORTax-exempt since Jan 1994Publicly supported charity — 170(b)(1)(A)(vi)

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Preparing our students for success and the future through exceptional educational and extracurricular opportunities.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$10K 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

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $121K a year · 32% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$10K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
26 mo
of spending, in cash
Looks good: 26.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
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
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$280K
+88% vs prior year
Spent
$200K
To programs
66%
Net assets
$830K
By yearFY2020–FY2025
Revenue
$280K
FY2023▲ +88%
Tap a bar for its year
Revenue by fiscal year
FY2020$249K
FY2021$131K
FY2022$149K
FY2023$280K
FY2024$727K
FY2025$749K
Expenses
$200K
FY2023▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$188K
FY2021$113K
FY2022$153K
FY2023$200K
FY2024$251K
FY2025$652K
Net assets
$830K
FY2023▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$651K
FY2021$768K
FY2022$730K
FY2023$830K
FY2024$1.3M
FY2025$1.5M

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1994.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $132K Management & general 24% · $47K Fundraising 11% · $21K

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

17 people listed on the 990; $10K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Past Exec. D
$10,295Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Anne Westerhoff’s $36K as Executive Di is at the 44th percentile of top reported officer pay among 1216 $100K–1M employment 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 · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Michelle Johnson————$26,250$37,208
Anne Westerhoff$36,500$31,956————
Jamie Goldman$36,500$31,956————
Stacy Simpson——$10,295$13,870——
David Beltramini———$10,430——
Dave Beltramini————$6,346—

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 School 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides students exceptional educational and extracurricular opportunities for future success.

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Provided by the organization

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3 programs · $132K · in their own filed words · FY2022
01

Provided 47 classroom grants to local elementary, middle, and high schools to enrich classroom learning.

$110Kprogram expense
02

Provided 263 activity fee scholarships.

$17Kprogram expense
03

Provided 4 college scholarships for graduating hispanic students in partnership with oregon community foundation and C.O. Latino partnership program. Pass through restricted GRANTS/DESIGNATED donations to various schools and programs at the bend-lapine school district.

$4Kprogram 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
Total grants receivedfrom 1 funder$10K
Grants paid · 22 grants · $1.0M · 2019–2024
Bend-Lapine School DistrictFY2024$440,824
Unitemized GrantFY2024$99,453
Bend-Lapine School DistrictFY2023$115,217
Unitemized GrantFY2023$11,000
Bend-Lapine School DistrictFY2022$102,312
Unitemized GrantFY2022$15,000
Unitemized GrantFY2022$4,000
Unitemized GrantFY2022$1,351
Unitemized GrantFY2022$700
Bend-Lapine School DistrictFY2021$34,972
Unitemized GrantFY2021$21,000
Unitemized GrantFY2021$12,480
Unitemized GrantFY2021$11,000
Unitemized GrantFY2021$4,700
Unitemized GrantFY2021$300
Bend-Lapine School DistrictFY2020$28,430
Unitemized GrantFY2020$14,000
Unitemized GrantFY2020$12,621
See all 22 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$280K
Ln 12
Gifts and grantsLn 1h$268K
Other incomeLn 4–11$10K
Investment incomeLn 3$2K
Money outPt IX
$200K
Ln 25
Programscol B$132K
Managementcol C$47K
Fundraisingcol D$21K
Owns and owesPt X
$830K
net assets · Ln 32
Cash and savingsLn 1–2$435K
Total assetsLn 16$830K
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$268K
Fundraising eventsLn 1c$45K
Investment incomeLn 3$2K
Other incomeLn 4–11$10K
Gains on assetsLn 7−$1K
Total revenueLn 12$280K
Assets in detailPt X, end of year
CashLn 1$107K
SavingsLn 2$328K
Cash and savings togetherLn 1–2$435K
Land, buildings, equipmentLn 10c$291
Other assetsLn 15$395K
Total assetsLn 16$830K
LiabilitiesLn 26$0
Net assetsLn 32$830K
OperationsPt I, VI
EmployeesI 54
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$340K$435K
Land, buildings, equipmentLn 10c$969$291
Total assetsLn 16$730K$830K
LiabilitiesLn 26$0$0
Net assetsLn 32$730K$830K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$102K$102K
Grants to domestic individualsLn 2$21K$21K
Pay of current officers, directors and key staffLn 5$16K$16K
Other salaries and wagesLn 7$22K$5K$16K
Payroll taxesLn 10$1K$195$604$603
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$33$33
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$2K$2K
Information technologyLn 14$1K$1K
Depreciation, depletion and amortizationLn 22$678$678
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$22K$3K$17K$2K
All other expensesLn 24e$2K$3$2K$9
Total functional expensesLn 25$200K$132K$47K$21K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $749K$652K$97K$1.5M 990 PDF
FY2024 $727K$251K$476K$1.3M 990 PDF
FY2023 Viewing $280K$200K$80K$830K 990 PDF
FY2022 $149K$153K−$4K$730K 990 PDF
FY2021 $131K$113K$18K$768K 990 PDF
FY2020 $249K$188K$61K$651K 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 FY2023 990 (6 parts)
Part I · Summary $279,801 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $137,767$267,950
I-9 Program service revenue$0
I-10 Investment incomePrior year $11,263$1,558
I-11 Other revenue$10,293
I-12 Total revenuePrior year $149,030$279,801
I-13 Grants and similar amounts paidPrior year $84,452$123,363
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $37,332$39,700
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $31,512$37,183
I-18 Total expensesPrior year $153,296$200,246
I-19 Revenue less expensesPrior year −$4,266$79,555
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $279,801 across 8 lines filed
VIII-1c Fundraising events$44,650
VIII-1f All other contributions, gifts and grants$223,300
VIII-1h Total contributions, gifts and grants$267,950
VIII-3 Investment incomeExcluded from tax $2,954$2,954
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,396−$1,396
VIII-8 Net income from fundraising events$10,261
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $32$32
VIII-12 Total revenueRelated to mission $32 · Excluded from tax $1,558$279,801
Part IX · Statement of functional expenses $200,246 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $102,312$102,312
IX-2 Grants to domestic individualsPrograms $21,051$21,051
IX-5 Pay of current officers, directors and key staffManagement $16,484$16,484
IX-7 Other salaries and wagesPrograms $5,330 · Fundraising $16,484$21,814
IX-10 Payroll taxesPrograms $195 · Management $604 · Fundraising $603$1,402
IX-11c Accounting feesManagement $4,354$4,354
IX-11g Other fees for servicesManagement $33$33
IX-12 Advertising and promotionFundraising $2,029$2,029
IX-13 Office expensesManagement $2,314$2,314
IX-14 Information technologyManagement $1,057$1,057
IX-22 Depreciation, depletion and amortizationManagement $678$678
IX-23 InsuranceManagement $2,788$2,788
IX-24 Other expenses (24a–d)Programs $2,745 · Management $16,771 · Fundraising $2,374$21,890
IX-24e All other expensesPrograms $3 · Management $2,028 · Fundraising $9$2,040
IX-25 Total functional expensesPrograms $131,636 · Management $47,111 · Fundraising $21,499$200,246
Part X · Balance sheet $830,370 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $161,320$106,875
X-2 Savings and temporary cash investmentsStart of year $179,176$327,830
X-10c Land, buildings and equipment, netStart of year $969$291
X-15 Other assetsStart of year $388,669$395,374
X-16 Total assetsStart of year $730,134$830,370
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $341,658$434,996
X-28 Net assets with donor restrictionsStart of year $388,476$395,374
X-32 Total net assets or fund balancesStart of year $730,134$830,370
X-33 Total liabilities and net assetsStart of year $730,134$830,370
Part XI · Reconciliation of net assets $830,370 net assets at year end
XI-1 Total revenue$279,801
XI-2 Total expenses$200,246
XI-3 Revenue less expenses$79,555
XI-4 Net assets at start of year$730,134
XI-5 Net unrealized gains (losses) on investments$24,309
XI-7 Investment expenses−$3,628
XI-10 Net assets at end of year$830,370

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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