LAKE OSWEGO SCHOOL DISTRICT FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

LAKE OSWEGO SCHOOL DISTRICT FOUNDATION INC

EIN 94-3028590 · Education (B1220)

What they do

INVESTING IN PUBLIC EDUCATION to GIVE STUDENTS UNMATCHED OPPORTUNITIES to FLOURISH.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

91.01%of revenue went to mission work88.3% of expenses · Program services

5.06%of revenue went to fundraising4.9% of expenses

$103.13spent for every $100 of revenueSpending was higher than revenue this year.

7.06%of revenue went to management and office costs6.8% of expenses

$1.83in assets for every $1 spent this yearSome assets cannot be spent right away.

98.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $44,158 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,410,598

Mission workProgram services$1,283,83491.01% of revenue88.3% of expenses

ManagementOffice and general costs$99,5357.06% of revenue6.8% of expenses

FundraisingAsking for donations$71,3875.06% of revenue4.9% of expenses

Total expenses$1,454,756103.13% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.3% mission · 6.8% management · 4.9% fundraisingTotal expenses: 103.13% of revenue

2023Expense mix: 90.1% mission · 5.3% management · 4.7% fundraisingTotal expenses: 85.32% of revenue

2022Expense mix: 91.3% mission · 4.7% management · 4.0% fundraisingTotal expenses: 99.96% of revenue

2021Expense mix: 91.8% mission · 3.8% management · 4.4% fundraisingTotal expenses: 98.17% of revenue

2020Expense mix: 93.8% mission · 4.2% management · 2.0% fundraisingTotal expenses: 82.00% of revenue

2019Expense mix: 83.4% mission · 4.6% management · 12.0% fundraisingTotal expenses: 77.86% of revenue

2018Expense mix: 84.1% mission · 6.4% management · 9.5% fundraisingTotal expenses: 99.65% of revenue

2017Expense mix: 89.5% mission · 3.8% management · 6.7% fundraisingTotal expenses: 97.69% of revenue

Money in and money out

Revenue$1,410,598

Expenses$1,454,756

Annual shortfall $44,158 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,283,834 · 88.3% of expenses

Management and office costs$99,535 · 6.8% of expenses

Fundraising$71,387 · 4.9% of expenses

See all reported dollar amounts

Revenue$1,410,598

Expenses$1,454,756

Assets$2,658,420

Income$1,429,804

Contributions$1,385,673

Mission work (program services)$1,283,834

Fundraising$71,387

Grants given$8,179,058

Average grant$743,551

Management and general$99,535

Accounting fees$18,474

Investing fees$17,067

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (26)

LINDSEY BARNEYDIRECTOR/TRUSTEE

WHITNEY WOOLFEXECUTIVE DIRECTOR

SURINDER CHAUHANDIRECTOR/TRUSTEE

SHAWN KIMDIRECTOR/TRUSTEE

SARAH BORNVP-MARKETING

SARA HASANTREASURER

SALUMEH LOESCHDIRECTOR/TRUSTEE

RUPALI AVASAREDIRECTOR/TRUSTEE

RAVI TAYALDIRECTOR/TRUSTEE

RACHEL HOGANDIRECTOR/TRUSTEE

MELISSA WILLIAMSDIRECTOR/TRUSTEE

MAXINE WALKENHORSTPAST PRESIDENT

MARK BIRGEVICE PRESIDENT

ADAM MALOZIDIRECTOR/TRUSTEE

LAURA COYLEPRESIDENT

KEVIN KOOMALSINGHDIRECTOR/TRUSTEE

KASEY ADLERDIRECTOR/TRUSTEE

JOHN KOCHAVTRDIRECTOR/TRUSTEE

JEREMY MYRLANDSECRETARY

HOWARD HUANGDIRECTOR/TRUSTEE

EMILY LIEVENSDIRECTOR/TRUSTEE

COURTNEY REEVESDIRECTOR/TRUSTEE

COREY RUDOLPHDIRECTOR/TRUSTEE

BRIAN MADDENDIRECTOR/TRUSTEE

ANNE GOODWINDIRECTOR/TRUSTEE

ANGELA MONEYHANDIRECTOR/TRUSTEE

About this charity

Recognized since: January 1987
Location: PO BOX 70, LAKE OSWEGO, OR 97034-0070
County: Clackamas
In care of: % J KUNTZ
Primary officer: WHITNEY WOOLF, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(503) 534-2106

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MCDONALD JACOBS PC
NTEE classification: Education (B1220)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes