Totals
- Total revenue
- $409,056
- Total expenses
- $238,951
- Contributions and grants received
- $395,917
- Grants paid
- $59,184
- Program service revenue
- $0
- Investment income
- $35,076
- Other revenue
- -$21,937
- Total assets, end of year
- $917,195
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $917,195
- Program services expenses (Part IX)
- $233,687
- Management and general expenses
- $5,264
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $233,687
Program services were 97.8% 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
$83,379
-
1f · All other contributions, gifts and grants
$312,538
-
3 · Investment income
total $35,076 · excluded $35,076
-
8a · Fundraising events: contributions included on line 1c
$83,379
-
8b · Fundraising events: direct expenses
$21,937
-
8c · Net income from fundraising events
total -$21,937 · excluded -$21,937
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $59,184 · program services $59,184
-
7 · Other salaries and wages
total $12,000 · program services $12,000
-
10 · Payroll taxes
total $918 · program services $918
-
11b · Fees: legal
total $200 · program services $200
-
11c · Fees: accounting
total $2,688 · management and general $2,688
-
12 · Advertising and promotion
total $708 · program services $708
-
13 · Office expenses
total $2,409 · program services $1,934 · management and general $475
-
14 · Information technology
total $1,191 · program services $1,191
-
23 · Insurance
total $1,649 · program services $1,649
-
24a · Other expenses: RESTRICTED PAYOUTS
total $111,469 · program services $111,469
-
24b · Other expenses: PERFORMING ARTS STUDIO
total $38,618 · program services $38,618
-
24c · Other expenses: EVENTS EXPENSE
total $5,280 · program services $5,280
-
24d · Other expenses: GIFTS AND AWARDS
total $1,241 · management and general $1,241
-
24e · All other expenses
total $1,396 · program services $536 · management and general $860
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $188,979 · end of year $211,516
-
2 · Savings and temporary cash investments
end of year $38,707
-
11 · Investments: publicly traded securities
beginning of year $558,111 · end of year $666,972
-
27 · Net assets without donor restrictions
beginning of year $747,090 · end of year $917,195
Mission and programs · 2024
Mission
TO ACCEPT, MANAGE AND DISTRIBUTE GIFTS ACCORDING TO DONOR DESIGNATION IN ORDER TO ENRICH, INSPIRE, EXPAND, AND STRENGTHEN EDUCATIONAL OPPORTUNITIES FOR OUR ELEMENTARY AND SECONDARY SCHOOL STUDENTS IN THE OREGON CITY SCHOOL DISTRICT.
Activities or mission (Part I)
TO ACCEPT, MANAGE AND DISTRIBUTE GIFTS ACCORDING TO DONOR DESIGNATION IN ORDER TO ENRICH, INSPIRE, EXPAND AND STRENGTHEN EDUCATIONAL OPPORTUNITIES FOR OUR ELEMENTARY AND SECONDARY SCHOOL STUDENTS IN THE OREGON CITY SCHOOL DISTRICT.
-
THE FOUNDATION RECEIVES CONTRIBUTIONS THAT ARE DESIGNATED BY ITS CORPORATE AND INDIVIDUAL DONORS FOR USE ON SPECIFIC PROJECTS AND EDUCATION RELATED INITIATIVES. SUCH FUNDS ARE UTILIZED FOR EFFORTS SUCH AS INSTALLATION OF THE LU INTERACTIVE PLAYGROUND AT STARR ELEMENTARY, UPGRADES TO CLAY VISITOR PRESS BOX, BASEBALL PRESS BOX AREA AND CAREER TECH DEPT EQUIPMENT, FUNDS PROVIDED TO ENABLE CAREER TECH STUDENTS TO BE JOB READY WITH EQUIPMENT AND GEAR WHILE WORKING, (2) NEW CLAY SENIOR SCHOLARSHIPS, AND THE NEW FACILITY DOG AT COY ELEMENTARY. PRIVATE GIFTS FUNDED THE NEW MURAL ON CLAY HIGH SCHOOL'S SMOKESTACK, PAID OFF LUNCH ACCOUNTS AT CHRISTMAS, SUPPORTED THE PERFORMING ARTS DEPARTMENT FOR SYMPHONY PERFORMANCE, BOOK PURCHASE FOR STARR ELEMENTARY BOOK VENDING MACHINE. THESE FUNDS ARE ALSO USED FOR CLAY HIGH SCHOOL'S OPERATION GRADUATION EFFORT AND FOR OREGON CITY SCHOOL'S KELLER EMPLOYEE RECOGNITION AND PROFESSIONAL DEVELOPMENT PROGRAM. ALSO FUNDS ARE UTILIZED FOR ANNUAL PROGRAM FEES TO SUPPORT FIRST LEGO LEAGUE GRADES 3-8.
Expenses $195,069 · Grants $59,184 · Revenue $173,617
-
THE PERFORMING ARTS STUDIO PROJECT BEGAN IN 2021. THE OREGON SCHOOLS SYSTEM UNDERTOOK A SUBSTANTIAL RENOVATION OF ITS EXISTING FACILITIES TO ACCOMMODATE A PERFORMING ARTS STUDIO WHICH WILL HOUSE A DANCE STUDIO, A RECORDING STUDIO FOR MUSICAL PRODUCTION, AND A 1,000 FT. ADDITION FOR THE STORAGE OF EQUIPMENT AND COSTUMES FOR THE PERFORMING ARTISTS.
Expenses $38,618 · Revenue $36,051
-
THE ANNUAL FUND CAMPAIGN RECEIVES INDIVIDUAL AND CORPORATE CONTRIBUTIONS EACH YEAR THAT ENABLE IT TO FUND ONGOING OPERATIONS IN AREAS OF ACADEMICS, ART AND ATHLETICS. DURING THE PAST YEAR THESE RESOURCES WERE USED TO ASSIST IN ENABLING THE OREGON SCHOOL SYSTEM TO MEET AND TO IMPROVE ITS EDUCATION AND PROFESSIONAL DEVELOPMENT GOALS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amy HansenAMY HANSEN
EXECUTIVE DI
- Total calculated
- $12,000
- From this org
- $12,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Andrea CoughlinANDREA COUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ellen DanielELLEN DANIEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lyndse FarrellLYNDSE FARRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Trina FloydTRINA FLOYD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg RowGREG ROW
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Luke ShortridgeLUKE SHORTRIDGE
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Jeana SutphinJEANA SUTPHIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chris WalendzakCHRIS WALENDZAK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Dana WheelerDANA WHEELER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Devin ZeissetDEVIN ZEISSET
TREASURER
- 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
-
OREGON BOARD OF EDUCATION
$59,184
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543219349313044
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