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Nonprofit · EIN 93-1000938

LAKE OSWEGO ROTARY FOUNDATION INC

Tax-exempt · LAKE OSWEGO, OR 97034

Financials

$346K$353K2022$416K$431K2023
Revenue Expenses · by fiscal year end
Financials of LAKE OSWEGO ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2024990$415,726$431,340-$15,614$198,896$14,985$183,911
September 30, 2023990$345,946$352,869-$6,923$344,237$45,141$299,096
Financial details: 990 for the year ended September 30, 2024

Revenue

Contributions, gifts and grants
$388,185
Program service revenue
$0
Investment income
$4,560
Net income from gaming
$22,981
Other revenue
$22,981

Expenses

Grants and similar amounts paid
$197,981
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$207,416
Fundraising (functional)
$223,924

Balance sheet and other

Total assets, start of year
$253,962
Total assets, end of year
$198,896
Total liabilities, end of year
$14,985
Net assets, end of year
$183,911
Publicly traded securities
$53,887
Gross receipts
$421,295
Employees
0
Volunteers
148
Year formed
1989
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBIN KRAKAUERDIRECTORCOMMUNITY SERVICE CO
Trustee or director
5$0
KEN PERIGODIRECTORCOMMUNITY SERVICE CO
Trustee or director
5$0
LAUREN ONEILLDIRECTORNEW GENERATIONS CHAI
Trustee or director
5$0
MARK WALLERDIRECTORPEACEBUILDER CHAIR
Trustee or director
5$0
SUE LINNEROOTHDIRECTORFUNDRAISING CHAIR
Trustee or director
5$0
CANDACE JENNINGSPRESIDENT ELECT
Trustee or director
8$0
ELEANOR TRETHOWANDIRECTORVOCATIONAL SERVICE C
Trustee or director
5$0
PETER YORKIMMEDIATE PAST PRESIDENT
Trustee or director
5$0
MICHAEL DOTTENDIRECTORMEMBERSHIP CHAIR
Trustee or director
5$0
MATT CHRISMANDIRECTORALLOCATIONS CHAIR
Trustee or director
5$0
MARK BIRGEDIRECTORFOUNDATION CHAIR
Trustee or director
5$0
JAY HAMACHEKDIRECTORCLUB ADMIN CHAIR
Trustee or director
5$0
THIMMAPPA ANEKONDADIRECTOR
Trustee or director
5$0
LLOYD HILLDIRECTORINTERNATIONAL CHAIR
Trustee or director
5$0
SUSAN STOHLDIRECTOR
Trustee or director
5$0
6 more people on this return
NameTitleHours / weekCompensation
WADE BYERSDIRECTOR
Trustee or director
5$0
DENISE BROHOSLIDIRECTOR
Trustee or director
5$0
PAUL VAN ROONSECRETARY
Trustee or director, Officer
8$0
MIRJAM METCALFTREASURER
Trustee or director, Officer
8$0
WILLIAM ONEILLPRESIDENT
Trustee or director, Officer
10$0
ROBERT LIDDELLEXECUTIVE SECRETARY
Trustee or director, Officer
8$0
990 for the year ended September 30, 2023: 19 people
NameTitleHours / weekCompensation
LLOYD HILLINTERNATIONAL SERVICE CHAIR
Trustee or director
0$0
MICHAEL DOTTENMEMBERSHIP CHAIR
Trustee or director
0$0
ROBIN KRAKAUERCOMMUNITY SERVICE CO CHAIR
Trustee or director
0$0
DAVID WOLFIMMEDIATE PAST PRESIDENT
Trustee or director
0$0
MARK BIRGEROTARY FOUNDATION CHAIR
Trustee or director
0$0
LAL BHATIAVOCATIONAL SERVICE CHAIR
Trustee or director
0$0
NELL DIAMONDPAST PRESIDENT
Trustee or director
0$0
KEN PERIGOPUBLIC IMAGE CHAIR
Trustee or director
0$0
JAY HAMACHEKCLUB ADMIN CHAIR
Trustee or director
0$0
PAUL VAN ROONDIRECTOR
Trustee or director
0$0
SUSAN STOHLDIRECTOR
Trustee or director
0$0
ANEKONDA THIMMAPPADIRECTOR
Trustee or director
0$0
KEVIN COSTELLONEW GNERATIONS CHAIR
Trustee or director
0$0
TINA COLSON-JONESCOMMUNITY SERVICE CO CHAIR
Trustee or director
0$0
ROBERT LIDDELLEXECUTIVE SECRETARY
Trustee or director
0$0
MATT CHRISTMANALLOCATIONS CHAIR
Trustee or director
0$0
PETER YORKPRESIDENT
Trustee or director, Officer
0$0
WILLIAM ONEILLPRESIDENT-ELECT
Trustee or director, Officer
0$0
CANDACE JENNINGSSECRETARY
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
PO BOX 94, LAKE OSWEGO, OR 97034-0013
Signed the 990
MIRJAM METCALF, TREASURER
Return prepared by
Mokum Tax Solutions LLC

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.

990 for the year ended September 30, 2024

Program accomplishments

  • 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
  • SUPPORT OF YOUTH SERVICES INCLUDING DICTIONARIES FOR ALL LAKE OSWEGO 3RD GRADERS, ROTARY YOUTH LEADERSHIP AWARDS, PROVIDE OPPORTUNITY AND FUNDS FOR STUDENTS TO ATTEND WORLD AFFAIRS SEMINAR, INTERNATIONAL YOUTH EXCHANGE ACTIVITIES, SUPPORT OF HIGH SCHOOL INTEREACT ACTIVITIES, 4 SCHOLARSHIPS AWARDED TO HIGH SCHOOL SENIORS AWARDED
    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
  • SMALL GRANTS AWARDED TO LOCAL AND COMMUNITY NONPROFIT ORGANIZATIONS
    Expenses $7,500 · grants $7,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026Check at the IRS
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
93-1000938
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1989
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$319,975
Income (IRS master file)
$588,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2024$415,726$431,340$198,896IRS
990September 2023$345,946$352,869$344,237XML
990September 2022$446,087$323,227$306,034IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1000938).

Questions about LAKE OSWEGO ROTARY FOUNDATION INC

What is the EIN of LAKE OSWEGO ROTARY FOUNDATION INC?
The employer identification number (EIN) of LAKE OSWEGO ROTARY FOUNDATION INC is 93-1000938.
Is LAKE OSWEGO ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to LAKE OSWEGO ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE OSWEGO ROTARY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAKE OSWEGO ROTARY FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKE OSWEGO ROTARY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2024.
Who are the officers and directors of LAKE OSWEGO ROTARY FOUNDATION INC?
The 990 for the year ended September 30, 2024 lists 21 people; 0 received compensation from the organization.
How much revenue does LAKE OSWEGO ROTARY FOUNDATION INC have?
On its 990 for the year ended September 30, 2024 it reported revenue of $415,726, expenses of $431,340 and total assets of $198,896 at year end.

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