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← OREGON SCHOOLS FOUNDATION

Form 990 for tax year 2024

Filed by OREGON SCHOOLS FOUNDATION.

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 Hansen

    EXECUTIVE DI

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Andrea Coughlin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ellen Daniel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lyndse Farrell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Trina Floyd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Greg Row

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Luke Shortridge

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Jeana Sutphin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Chris Walendzak

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Dana Wheeler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Devin 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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