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Nonprofit · EIN 94-3028590

LAKE OSWEGO SCHOOL DIST FOUNDATION INC

Tax-exempt · LAKE OSWEGO, OR 97034

Financials

$960K$959K2022$1.1M$912K2023$1.4M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of LAKE OSWEGO SCHOOL DIST FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,410,598$1,454,756-$44,158$2,658,420$0$2,658,420
June 30, 2024990$1,068,320$911,520$156,800$2,457,203$0$2,457,203
June 30, 2023990$959,687$959,292$395$2,093,581$0$2,093,581
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,385,673
Program service revenue
$0
Investment income
$28,321
Net gain from sales of assets
$12,558
Net income from fundraising events
-$3,396
Other revenue
-$3,396

Expenses

Grants and similar amounts paid
$1,283,834
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$18,474
Program services (functional)
$1,283,834
Management and general (functional)
$99,535
Fundraising (functional)
$71,387

Balance sheet and other

Total assets, start of year
$2,457,203
Total assets, end of year
$2,658,420
Total liabilities, end of year
$0
Net assets, end of year
$2,658,420
Net assets without donor restrictions
$262,519
Net assets with donor restrictions
$2,395,901
Gross receipts
$1,429,804
Employees
0
Volunteers
75
Year formed
1987
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
LAURA COYLEPRESIDENT
Trustee or director, Officer
10$0
SARA HASANTREASURER
Trustee or director, Officer
3$0
JEREMY MYRLANDSECRETARY
Trustee or director, Officer
3$0
MARK BIRGEVICE PRESIDENT
Trustee or director, Officer
3$0
SARAH BORNVP-MARKETING
Trustee or director
3$0
MAXINE WALKENHORSTPAST PRESIDENT
Trustee or director
3$0
KASEY ADLERDIRECTOR/TRUSTEE
Trustee or director
3$0
RUPALI AVASAREDIRECTOR/TRUSTEE
Trustee or director
3$0
LINDSEY BARNEYDIRECTOR/TRUSTEE
Trustee or director
1$0
SURINDER CHAUHANDIRECTOR/TRUSTEE
Trustee or director
1$0
ANNE GOODWINDIRECTOR/TRUSTEE
Trustee or director
1$0
RACHEL HOGANDIRECTOR/TRUSTEE
Trustee or director
1$0
HOWARD HUANGDIRECTOR/TRUSTEE
Trustee or director
1$0
SHAWN KIMDIRECTOR/TRUSTEE
Trustee or director
1$0
JOHN KOCHAVTRDIRECTOR/TRUSTEE
Trustee or director
1$0
11 more people on this return
NameTitleHours / weekCompensation
KEVIN KOOMALSINGHDIRECTOR/TRUSTEE
Trustee or director
1$0
EMILY LIEVENSDIRECTOR/TRUSTEE
Trustee or director
1$0
SALUMEH LOESCHDIRECTOR/TRUSTEE
Trustee or director
1$0
BRIAN MADDENDIRECTOR/TRUSTEE
Trustee or director
1$0
ADAM MALOZIDIRECTOR/TRUSTEE
Trustee or director
1$0
ANGELA MONEYHANDIRECTOR/TRUSTEE
Trustee or director
1$0
COURTNEY REEVESDIRECTOR/TRUSTEE
Trustee or director
1$0
COREY RUDOLPHDIRECTOR/TRUSTEE
Trustee or director
1$0
RAVI TAYALDIRECTOR/TRUSTEE
Trustee or director
1$0
MELISSA WILLIAMSDIRECTOR/TRUSTEE
Trustee or director
1$0
WHITNEY WOOLFEXECUTIVE DIRECTOR
Officer
32$0
990 for the year ended June 30, 2024: 25 people
NameTitleHours / weekCompensation
MAXINE WALKENHORSTPRESIDENT
Trustee or director, Officer
10$0
LAURA COYLEVICE PRESIDENT
Trustee or director, Officer
3$0
HOWARD HUANGSECRETARY
Trustee or director, Officer
3$0
KAREN HARDINGTREASURER
Trustee or director, Officer
3$0
SARAH BORNVP MARKETING
Trustee or director
3$0
MELISSA WILLIAMSVP MARKETING
Trustee or director
3$0
KASEY ADLERAT-LARGE
Trustee or director
3$0
MARK BIRGEAT-LARGE
Trustee or director
3$0
RUPALI AVASAREDIRECTOR
Trustee or director
1$0
LINDSEY BARNEYDIRECTOR
Trustee or director
1$0
SURINDER CHAUHANDIRECTOR
Trustee or director
1$0
CHRIS GRUBBDIRECTOR
Trustee or director
1$0
GARY HANIFANDIRECTOR
Trustee or director
1$0
SARA HASANDIRECTOR
Trustee or director
1$0
RACHEL HOGANDIRECTOR
Trustee or director
1$0
SHAWN KIMDIRECTOR
Trustee or director
1$0
JOHN KOCHAVTRDIRECTOR
Trustee or director
1$0
KEVIN KOOMALSINGHDIRECTOR
Trustee or director
1$0
EMILY LIEVENSDIRECTOR
Trustee or director
1$0
SALUMEH LOESCHDIRECTOR
Trustee or director
1$0
BRIAN MADDENDIRECTOR
Trustee or director
1$0
ANGELA MONEYHANDIRECTOR
Trustee or director
1$0
COURTNEY REEVESDIRECTOR
Trustee or director
1$0
RAVI TAYALDIRECTOR
Trustee or director
1$0
WHITNEY WOOLFEXECUTIVE DIRECTOR
Officer
32$0
990 for the year ended June 30, 2023: 28 people
NameTitleHours / weekCompensation
MAXINE WALKENHORSTPRESIDENT
Trustee or director, Officer
10$0
KAREN HARDINGTREASURER
Trustee or director, Officer
3$0
SALUMEH LOESCHSECRETARY
Trustee or director, Officer
3$0
LAURA COYLEVICE PRESIDENT
Trustee or director, Officer
3$0
JOHN KOCHAVTRVICE PRESIDENT
Trustee or director, Officer
3$0
SARAH BORNAT LARGE
Trustee or director
3$0
BINK GREENEAT LARGE
Trustee or director
3$0
KASEY ADLERDIRECTOR
Trustee or director
1$0
JACK ANDREWSDIRECTOR
Trustee or director
1$0
LINDSEY BARNEYDIRECTOR
Trustee or director
1$0
MARK BIRGEDIRECTOR
Trustee or director
1$0
CHAD CARTERDIRECTOR
Trustee or director
1$0
SARA CASEDIRECTOR
Trustee or director
1$0
SURINDER CHAUHANDIRECTOR
Trustee or director
1$0
BRIAN GENTRYDIRECTOR
Trustee or director
1$0
CHRIS GRUBBDIRECTOR
Trustee or director
1$0
GARY HANIFANDIRECTOR
Trustee or director
1$0
SARA HASANDIRECTOR
Trustee or director
1$0
RACHEL HOGANDIRECTOR
Trustee or director
1$0
HOWARD HUANGDIRECTOR
Trustee or director
1$0
EMILY LIEVENSDIRECTOR
Trustee or director
1$0
BRIAN MADDENDIRECTOR
Trustee or director
1$0
JAHZEEL ORMENODIRECTOR
Trustee or director
1$0
COURTNEY REEVESDIRECTOR
Trustee or director
1$0
CHRISTINE SMITHDIRECTOR
Trustee or director
1$0
LYNNE THOMPSONDIRECTOR
Trustee or director
1$0
MELISSA WILLIAMSDIRECTOR
Trustee or director
2$0
WHITNEY WOOLFEXECUTIVE DIRECTOR
Officer
32$0

Address and contacts

Address (IRS master file)
PO BOX 70, LAKE OSWEGO, OR 97034-0070
In care of
% J KUNTZ
Principal officer (990 for 2024)
WHITNEY WOOLF, PO BOX 70, LAKE OSWEGO, OR 97034
Signed the 990
WHITNEY WOOLF, EXECUTIVE DIRECTOR
Phone
(503) 534-2106
Return prepared by
MCDONALD JACOBS PC

Mission

INVESTING IN PUBLIC EDUCATION TO GIVE STUDENTS UNMATCHED OPPORTUNITIES TO FLOURISH.

990 for the year ended June 30, 2025

Program accomplishments

  • GRANTS TO LAKE OSWEGO SCHOOL DISTRICT, USED TO HIRE AND RETAIN TEACHING POSITIONS THAT PROVIDE EDUCATIONAL EXPERIENCES BEYOND WHAT IS POSSIBLE WITH LIMITED PUBLIC FUNDING. FOUNDATION FUNDS GRANTED TO THE LAKE OSWEGO SCHOOL DISTRICT ENABLE THE DISTRICT TO PROVIDE MUSIC TEACHERS AND READING SPECIALISTS AT THE ELEMENTARY LEVEL. AT THE MIDDLE SCHOOL AND HIGH SCHOOL LEVEL, THE LAKE OSWEGO SCHOOLS FOUNDATION FUNDS ENABLE THE DISTRICT TO PROVIDE MORE ELECTIVES AND ADVANCED PLACEMENT COURSES FOR STUDENTS TO EXPLORE AND PURSUE INTERESTS FOR CAREER AND COLLEGE READINESS, AS WELL AS RECEIVE ADDITIONAL INSTRUCTION TIME IN SCHOOL. THE LAKE OSWEGO SCHOOLS FOUNDATION INVESTS IN TEACHERS FOR ALL STUDENTS OF LAKE OSWEGO SCHOOL DISTRICT.
    Expenses $1,283,834 · grants $1,283,834

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
94-3028590
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
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,658,420
Income (IRS master file)
$1,429,804

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,410,598$1,454,756$2,658,420IRS
990June 2024$1,068,320$911,520$2,457,203IRS
990June 2023$959,687$959,292$2,093,581XML
990June 2022$1,059,915$1,040,552$1,964,733IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 94-3028590).

Questions about LAKE OSWEGO SCHOOL DIST FOUNDATION INC

What is the EIN of LAKE OSWEGO SCHOOL DIST FOUNDATION INC?
The employer identification number (EIN) of LAKE OSWEGO SCHOOL DIST FOUNDATION INC is 94-3028590.
Is LAKE OSWEGO SCHOOL DIST FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to LAKE OSWEGO SCHOOL DIST FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE OSWEGO SCHOOL DIST 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 SCHOOL DIST 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 LAKE OSWEGO SCHOOL DIST 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 LAKE OSWEGO SCHOOL DIST FOUNDATION INC?
The 990 for the year ended June 30, 2025 names WHITNEY WOOLF.
Who are the officers and directors of LAKE OSWEGO SCHOOL DIST FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 26 people; 0 received compensation from the organization.
How much revenue does LAKE OSWEGO SCHOOL DIST FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,410,598, expenses of $1,454,756 and total assets of $2,658,420 at year end.

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