Form 990 for tax year 2023
Filed by LAKE OSWEGO ROTARY FOUNDATION INC.
Totals
- Total revenue
- $415,726
- Total expenses
- $431,340
- Contributions and grants received
- $388,185
- Grants paid
- $197,981
- Program service revenue
- $0
- Investment income
- $4,560
- Other revenue
- $22,981
- Total assets, end of year
- $198,896
- Total liabilities, end of year
- $14,985
- Net assets or fund balances, end of year
- $183,911
- Program services expenses (Part IX)
- $207,416
- Management and general expenses
- $0
- Fundraising expenses
- $223,924
- Program service expenses (Part III)
- $207,416
Program services were 48.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$340,107
-
1c · Fundraising events
$25,923
-
1d · Related organizations
$1,288
-
1f · All other contributions, gifts and grants
$20,867
-
3 · Investment income
total $4,560 · related or exempt $4,560
-
8a · Fundraising events: contributions included on line 1c
$25,923
-
9a · Gaming: gross income
$28,550
-
9b · Gaming: direct expenses
$5,569
-
9c · Net income from gaming
total $22,981 · related or exempt $22,981
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,505 · program services $100,505
-
2 · Grants to domestic individuals
total $27,000 · program services $27,000
-
3 · Grants to foreign organizations and individuals
total $70,476 · program services $70,476
-
11g · Fees: other
total $232,044 · program services $8,120 · fundraising $223,924
-
24a · Other expenses: BANK CHARGES
total $261 · program services $261
-
24b · Other expenses: OTHER ADMIN EXP
total $640 · program services $640
-
24c · Other expenses: SUPPLIES
total $134 · program services $134
-
24d · Other expenses: TAXES LICENSES FEES
total $280 · program services $280
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $129,934 · end of year $11,484
-
2 · Savings and temporary cash investments
beginning of year $89,485 · end of year $133,525
-
4 · Accounts receivable
beginning of year -$6,675
-
11 · Investments: publicly traded securities
beginning of year $41,218 · end of year $53,887
-
17 · Accounts payable and accrued expenses
beginning of year $45,141 · end of year $14,985
-
31 · Retained earnings, endowment or other funds
beginning of year $208,821 · end of year $183,911
Mission and programs · 2023
Mission
THE LO ROTARY FOUNDATIONS MISSION IS TO FURTHER THE HUMANITARIAN GOALS OFROTARY INTERNATIONAL BY GENERATING FUNDS FOR SCHOLARSHIP AND GRANTS AND PROVIDINGMATERIALS TO IMPROVE THE LIVES OF THOSE IN NEED WITHIN THE LOCAL COMMUNITY ANDSUPPORTING SELECTED ROTARY PROJECTS WW.
-
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.
Expenses $70,476 · Grants $70,476
-
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.
Expenses $62,250 · Grants $62,250
-
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.
Expenses $22,429 · Grants $14,000 · Revenue $25,923
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $20,568 · Grants $20,018
-
ACTIVITIES TO PROMOTE PEACE WITHIN OUR COMMUNITY AND INTERNATIONALLY
Expenses $14,193 · Grants $13,850
-
LOBSTER FEED BENEFICIARIES
Expenses $10,000 · Grants $10,000
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $7,500 · Grants $7,500
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Robin KrakauerROBIN KRAKAUER
DIRECTORCOMMUNITY SERVICE CO
- Total calculated
- $0
- Hours/week
- 5
-
Ken PerigoKEN PERIGO
DIRECTORCOMMUNITY SERVICE CO
- Total calculated
- $0
- Hours/week
- 5
-
Lauren OneillLAUREN ONEILL
DIRECTORNEW GENERATIONS CHAI
- Total calculated
- $0
- Hours/week
- 5
-
Mark WallerMARK WALLER
DIRECTORPEACEBUILDER CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Sue LinneroothSUE LINNEROOTH
DIRECTORFUNDRAISING CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Candace JenningsCANDACE JENNINGS
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 8
-
Eleanor TrethowanELEANOR TRETHOWAN
DIRECTORVOCATIONAL SERVICE C
- Total calculated
- $0
- Hours/week
- 5
-
Peter YorkPETER YORK
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Michael DottenMICHAEL DOTTEN
DIRECTORMEMBERSHIP CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Matt ChrismanMATT CHRISMAN
DIRECTORALLOCATIONS CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Mark BirgeMARK BIRGE
DIRECTORFOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Jay HamachekJAY HAMACHEK
DIRECTORCLUB ADMIN CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Thimmappa AnekondaTHIMMAPPA ANEKONDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Lloyd HillLLOYD HILL
DIRECTORINTERNATIONAL CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Susan StohlSUSAN STOHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Wade ByersWADE BYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Denise BrohosliDENISE BROHOSLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Paul Van RoonPAUL VAN ROON
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
Mirjam MetcalfMIRJAM METCALF
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
William OneillWILLIAM ONEILL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Robert LiddellROBERT LIDDELL
EXECUTIVE SECRETARY
- Total calculated
- $0
- Hours/week
- 8
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$62,250
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ROTARY INTERNATIONAL
SERVICE ORGANIZATION PROVIDING HUMANITARIAN SERVICE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511289349303196
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