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Nonprofit · EIN 93-1064935

SCHOOL FOUNDATION INC

Tax-exempt · BEND, OR 97709

Financials

$280K$200K2022$727K$251K2023$749K$652K2024
Revenue Expenses · by fiscal year end
Financials of SCHOOL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$748,955$651,923$97,032$1,492,705$0$1,492,705
June 30, 2024990$726,832$251,309$475,523$1,340,167$0$1,340,167
June 30, 2023990$279,801$200,246$79,555$830,370$0$830,370
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$704,675
Program service revenue
$0
Investment income
$31,870
Net gain from sales of assets
$625
Net income from fundraising events
$8,556
Net income from gaming
$3,854
Other revenue
$12,410

Expenses

Grants and similar amounts paid
$540,277
Compensation of officers, directors and key employees
$73,000
Salaries, compensation and benefits (total)
$83,754
Professional fundraising fees
$0
Accounting fees
$5,735
Program services (functional)
$552,840
Management and general (functional)
$52,549
Fundraising (functional)
$46,534

Balance sheet and other

Total assets, start of year
$1,340,167
Total assets, end of year
$1,492,705
Total liabilities, end of year
$0
Net assets, end of year
$1,492,705
Publicly traded securities
$561,884
Net assets without donor restrictions
$1,044,346
Net assets with donor restrictions
$448,359
Gross receipts
$754,418
Employees
2
Volunteers
20
Year formed
1988
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANNE WESTERHOFFEXECUTIVE DI
Officer
20$36,500
JAMIE GOLDMANEXECUTIVE DI
Officer
20$36,500
MICHELE EMERYPRESIDENT
Trustee or director, Officer
5$0
ROBI COLEPRESIDENT EL
Trustee or director, Officer
1$0
JESSICA CHERRYSECRETARY
Trustee or director, Officer
1$0
BEN HAAGTREASURER
Trustee or director, Officer
1$0
LISA MAYALLOCATIONS
Trustee or director, Officer
1$0
SARA ODENDAHLMARKETING CH
Trustee or director, Officer
1$0
CHERI HELTPERSEVERANCE
Trustee or director, Officer
2$0
NATALIE HUMMELDIRECTOR
Trustee or director
0.25$0
BONNIE PEARCEDIRECTOR
Trustee or director
0.25$0
RICHARD NKANSAHDIRECTOR
Trustee or director
0.25$0
ANDY FRANKDIRECTOR
Trustee or director
0.25$0
MARY PAULSONDIRECTOR
Trustee or director
0.5$0
PAT KESGARDDIRECTOR
Trustee or director
0.25$0
3 more people on this return
NameTitleHours / weekCompensation
JENN LYNCHDIRECTOR
Trustee or director
0.25$0
VANESSA TOBOLSKIDIRECTOR
Trustee or director
0.25$0
TODD BILLETERDIRECTOR
Trustee or director
0.25$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensation
ANNE WESTERHOFFEXECUTIVE DI
Officer
20$31,956
JAMIE GOLDMANEXECUTIVE DI
Officer
20$31,956
ODETTE ADAIRPRESIDENT
Trustee or director, Officer
1$0
MICHELE EMERYCO-PRESIDENT
Trustee or director, Officer
1$0
LISA MAYVICE PRESIDE
Trustee or director, Officer
1$0
BEN HAAGTREASURER
Trustee or director, Officer
1$0
ROBI COLEDIRECTOR
Trustee or director
1$0
NATALIE HUMMELDIRECTOR
Trustee or director
1$0
CHERI HELTDIRECTOR
Trustee or director
1$0
ZACHARY BROWNSTEINDIRECTOR
Trustee or director
1$0
BONNIE PEARCEDIRECTOR
Trustee or director
1$0
RICHARD NKANSAHDIRECTOR
Trustee or director
1$0
ANDY FRANKDIRECTOR
Trustee or director
1$0
SARA ODENDAHLDIRECTOR
Trustee or director
1$0
PAT KESGARDDIRECTOR
Trustee or director
1$0
LESLIE REIFDIRECTOR
Trustee or director
1$0
JESSICA CHERRYDIRECTOR
Trustee or director
1$0
ROD KENTERDIRECTOR
Trustee or director
1$0
ROBERT JONESDIRECTOR
Trustee or director
1$0
BRIAN NEWTONDIRECTOR
Trustee or director
1$0
SHIRLEY OLSONDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensation
STACY SIMPSONPAST EXEC. D
Officer
30$10,295
JAMIE GOLDMANEXECUTIVE DI
Officer
30$0
ODETTE ADAIRPRESIDENT
Trustee or director, Officer
1$0
LISA MAYVICE PRESIDE
Trustee or director, Officer
1$0
BRIAN NEWTONTREASURER
Trustee or director, Officer
1$0
ANGIE COLEDIRECTOR
Trustee or director
1$0
WENDY GRAUNITZDIRECTOR
Trustee or director
1$0
SARA ODENDAHLDIRECTOR
Trustee or director
1$0
MAUREEN KADLECKDIRECTOR
Trustee or director
1$0
BEN HAAGDIRECTOR
Trustee or director
1$0
ROBERT JONESDIRECTOR
Trustee or director
1$0
MATT MONTGOMERYDIRECTOR
Trustee or director
1$0
SHANE STEFFENDIRECTOR
Trustee or director
1$0
TRACEE TUESDAYDIRECTOR
Trustee or director
1$0
RICHARD NKANSAHDIRECTOR
Trustee or director
1$0
SARAH BILLETERDIRECTOR
Trustee or director
1$0
SHIMIKO MONTGOMERYDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 1436, BEND, OR 97709-1436
Principal officer (990 for 2024)
JAMIE GOLDMAN, 520 NW WALL ST, BEND, OR 97701
Signed the 990
JAMIE GOLDMAN, EXECUTIVE DIRECTOR
Phone
(541) 355-5660
Return prepared by
JONES & ROTH PC

Mission

PREPARING OUR STUDENTS FOR SUCCESS AND THE FUTURE THROUGH EXCEPTIONAL EDUCATIONAL AND EXTRACURRICULAR OPPORTUNITIES.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDED 134 CLASSROOM GRANTS TO LOCAL ELEMENTARY, MIDDLE, AND HIGH SCHOOLS TO ENRICH CLASSROOM LEARNING.
    Expenses $131,927 · grants $128,929
  • PROVIDED 269 ACTIVITY FEE SCHOLARSHIPS.
    Expenses $17,789 · grants $17,385
  • PROVIDED 11 COLLEGE SCHOLARSHIPS FOR STUDENTS, NOMINATED BY THEIR TEACHERS, WHO SHOWED DEMONSTRABLE PERSEVERANCE THROUGH DIFFICULT CIRCUMSTANCES.
    Expenses $101,766 · grants $99,453
  • PROVIDED 4 OTHER GRANTS TO ORGANIZATIONS THAT ALIGN WITH THE FOUNDATION'S MISSION.
    Expenses $301,358 · grants $294,510

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
93-1064935
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J20)
Assets (IRS master file)
$1,492,705
Income (IRS master file)
$754,418

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$748,955$651,923$1,492,705XML
990June 2024$726,832$251,309$1,340,167XML
990June 2023$279,801$200,246$830,370XML
990June 2022$149,030$153,296$730,134IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 93-1064935).

Questions about SCHOOL FOUNDATION INC

What is the EIN of SCHOOL FOUNDATION INC?
The employer identification number (EIN) of SCHOOL FOUNDATION INC is 93-1064935.
Is SCHOOL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to SCHOOL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SCHOOL 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 SCHOOL FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SCHOOL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SCHOOL FOUNDATION INC?
The 990 for the year ended June 30, 2025 names JAMIE GOLDMAN.
Who are the officers and directors of SCHOOL FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 18 people; 2 received compensation from the organization, the highest $36,500 (ANNE WESTERHOFF, EXECUTIVE DI).
How much revenue does SCHOOL FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $748,955, expenses of $651,923 and total assets of $1,492,705 at year end.

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