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Nonprofiteer
← LAKE OSWEGO ROTARY FOUNDATION INC

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 Krakauer

    DIRECTORCOMMUNITY SERVICE CO

    Total calculated
    $0
    Hours/week
    5
  • Ken Perigo

    DIRECTORCOMMUNITY SERVICE CO

    Total calculated
    $0
    Hours/week
    5
  • Lauren Oneill

    DIRECTORNEW GENERATIONS CHAI

    Total calculated
    $0
    Hours/week
    5
  • Mark Waller

    DIRECTORPEACEBUILDER CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Sue Linnerooth

    DIRECTORFUNDRAISING CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Candace Jennings

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    8
  • Eleanor Trethowan

    DIRECTORVOCATIONAL SERVICE C

    Total calculated
    $0
    Hours/week
    5
  • Peter York

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Michael Dotten

    DIRECTORMEMBERSHIP CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Matt Chrisman

    DIRECTORALLOCATIONS CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Mark Birge

    DIRECTORFOUNDATION CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Jay Hamachek

    DIRECTORCLUB ADMIN CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Thimmappa Anekonda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Lloyd Hill

    DIRECTORINTERNATIONAL CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Susan Stohl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Wade Byers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Denise Brohosli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Paul Van Roon

    SECRETARY

    Total calculated
    $0
    Hours/week
    8
  • Mirjam Metcalf

    TREASURER

    Total calculated
    $0
    Hours/week
    8
  • William Oneill

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Robert 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

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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