Form 990 for tax year 2023

Filed by NORTH CLACKAMAS EDUCATION FOUNDATION.

Totals

Total revenue: $379,676
Total expenses: $469,864
Contributions and grants received: $240,186
Grants paid: $321,257
Program service revenue: $126,985
Investment income: $12,506
Other revenue: -$1
Total assets, end of year: $659,836
Total liabilities, end of year: $154,604
Net assets or fund balances, end of year: $505,232
Program services expenses (Part IX): $339,837
Management and general expenses: $93,555
Fundraising expenses: $36,472
Program service expenses (Part III): $339,837

Program services were 72.3% 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.

1c · Fundraising events

$79,290
1f · All other contributions, gifts and grants

$160,896
1g · Noncash contributions included above

$1,650
2a · Program service revenue: DISTRICT PROGRAM

total $125,000 · related or exempt $125,000
2b · Program service revenue: ADMINISTRATION FEES

total $1,985 · related or exempt $1,985
3 · Investment income

total $8,295 · excluded $8,295
7a · Gross sales of assets other than inventory

securities $4,211
7b · Less cost or other basis and sales expenses

securities $0
7c · Gain or loss

securities $4,211
7d · Net gain or loss

total $4,211 · excluded $4,211
8a · Fundraising events: gross income

$7,300
8a · Fundraising events: contributions included on line 1c

$79,290
8b · Fundraising events: direct expenses

$31,482
8c · Net income from fundraising events

total -$24,182 · excluded -$24,182
9a · Gaming: gross income

$28,655
9b · Gaming: direct expenses

$4,474
9c · Net income from gaming

total $24,181 · excluded $24,181

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $254,090 · program services $254,090
2 · Grants to domestic individuals

total $67,167 · program services $67,167
5 · Compensation of officers, directors and key employees

total $72,250 · program services $7,225 · management and general $43,350 · fundraising $21,675
7 · Other salaries and wages

total $32,603 · program services $3,260 · management and general $19,562 · fundraising $9,781
10 · Payroll taxes

total $12,902 · program services $1,290 · management and general $7,741 · fundraising $3,871
11c · Fees: accounting

total $14,318 · management and general $14,318
12 · Advertising and promotion

total $1,145 · fundraising $1,145
13 · Office expenses

total $5,491 · management and general $5,491
17 · Travel

total $507 · program services $507
23 · Insurance

total $2,229 · program services $1,448 · management and general $781
24a · Other expenses: DUES AND SUBSCRIPTIONS

total $2,260 · program services $2,260
24b · Other expenses: LICENSES &FEES

total $2,185 · program services $590 · management and general $1,595
24c · Other expenses: PROFESSIONAL DEVELOPMEN

total $2,000 · program services $2,000
24e · All other expenses

total $717 · management and general $717

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $8,148 · end of year $6,940
2 · Savings and temporary cash investments

beginning of year $450,465 · end of year $203,498
4 · Accounts receivable

beginning of year $1,290 · end of year $3,434
9 · Prepaid expenses and deferred charges

beginning of year $580 · end of year $604
11 · Investments: publicly traded securities

beginning of year $258,328 · end of year $445,360
17 · Accounts payable and accrued expenses

beginning of year $16,641 · end of year $37,354
18 · Grants payable

beginning of year $106,750 · end of year $117,250
27 · Net assets without donor restrictions

beginning of year $100,540 · end of year $17,631
28 · Net assets with donor restrictions

beginning of year $494,880 · end of year $487,601

Mission and programs · 2023

Mission

NCEF RAISES COMMUNITY FUNDS TO BRIDGE THE GAP BETWEEN NORTH CLACKAMASSCHOOL DISTRICT (NCSD) FUNDING AND THE UNMET NEEDS OF ITS STUDENTS.ITS MISSION IS TO ENSURE NCSD STUDENTS ARE ENGAGED IN SCHOOL AND READYTO LEARN. KEY INVESTMENT AREAS INCLUDE FAMILY SUPPORT, EARLY CHILDHOOD EDUCATION, TEACHER GRANTS AND COLLEGE SCHOLARSHIPS.

Activities or mission (Part I)

BRIDGING THE GAP TO ENSURE STUDENTS ARE ENGAGED AND READY TO LEARN.

Withheld by Nonprofiteer: this text may name a private individual.

Expenses $73,305 · Grants $73,305 · Revenue $1,985
FUNDS WERE PROVIDED TO THE NORTH CLACKAMAS SCHOOL DISTRICT FOR ELEMENTARY LIBRARY FUNDING IN ORDER TO ENGAGE AND INSPIRE STUDENTS AND IMPROVE READING OUTCOMES.

Expenses $45,000 · Grants $45,000
Withheld by Nonprofiteer: this text may name a private individual.

Expenses $32,000 · Grants $32,000
THE NORTH CLACKAMAS SCHOOL DISTRICT SERVES MORE THAN 17,000 STUDENTS IN ITS 32 SCHOOLS, FROM A VARIETY OF ECONOMIC AND SOCIAL BACKGROUNDS. THE NORTH CLACKAMAS EDUCATION FOUNDATION STRIVES TO BRING EQUITABLE EDUCATIONAL OFFERINGS TO THE ENTIRE DISTRICT. WE DO THAT THROUGH FUNDRAISING AND WORKING WITH CONCERNED PRIVATE AND PUBLIC COMMUNITY PARTNERS. FUNDS WERE PROVIDED TO THE FAMILY SUPPORT CENTER. THE FAMILY SUPPORT CENTER PROVIDES ESSENTIAL SUPPORT SUCH AS FOOD, CLOTHING, HYGIENE ITEMS, AND SCHOOL SUPPLIES TO STUDENTS AND THEIR FAMILIES. THE FAMILY SUPPORT CENTER ALSO OVERSEES AN EMERGENCY HOUSING PROGRAM THAT SUPPLIES FAMILIES IN THE NORTH CLACKAMAS SCHOOL DISTRICT WITH ONE-TIME RENT OR UTILITY ASSISTANCE.

Expenses $189,532 · Grants $170,952 · Revenue $125,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. 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

Stephanie RoseSTEPHANIE ROSE

EXECUTIVE DIRECTOR

Total calculated

$70,937

From this org

$70,937

From related orgs

$0

Other

$0

Hours/week

38
Rory DunnabackRORY DUNNABACK

BOARD CHAIR (THROUGH 06/2024)

Total calculated

$0

Hours/week

3
Lois CostineLOIS COSTINE

BOARD SECRETARY

Total calculated

$0

Hours/week

3
Yvonne McVayYVONNE MCVAY

BOARD TREASURER

Total calculated

$0

Hours/week

5
Terryanne CabineTERRYANNE CABINE

BOARD MEMBER

Total calculated

$0

Hours/week

2
Jeanette DecastroJEANETTE DECASTRO

BOARD MEMBER

Total calculated

$0

Hours/week

2
Darren DriscollDARREN DRISCOLL

BOARD MEMBER

Total calculated

$0

Hours/week

2
Claire HobsonCLAIRE HOBSON

BOARD MEMBER

Total calculated

$0

Hours/week

3
Michael NorenMICHAEL NOREN

BOARD MEMBER (THROUGH 10/2023)

Total calculated

$0

Hours/week

2
Trisha StoutTRISHA STOUT

BOARD MEMBER (AS OF 03/2024)

Total calculated

$0

Hours/week

2

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

NORTH CLACKAMAS SCHOOL DISTRICT

$254,090

LIBRARY FUNDS, STUDENT AFFINITY GROUPS

Provenance

Return type: form_990
Tax year: 2023
Filed: 12 May 2025
IRS schema version: 2023v6.0
Source object: 202541339349302419

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