Civic Intelligence

Lake Oswego Chamber Foundation

990EZ • Fiscal year 2019 • EIN 48-1279249

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 18, 2020

Organization ProfileN/A
PO Box 368Lake Oswego, OR 97034

(503) 636-3634

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$36,167

Up $6,939 (+24%) from 2018

Net Assets

Up

$36,167

Up $6,939 (+24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$80,898

Up $21,975 (+37%) from 2018

Expenses

Up

$73,959

Up $935 (+1.3%) from 2018

Net Income

Up

$6,939

Up $21,040 (+149%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $12,741Liabilities 2011: $02011Assets 2012: $46,952Liabilities 2012: $02012Assets 2013: $28,881Liabilities 2013: $02013Assets 2014: $31,741Liabilities 2014: $45Net Assets 2014: $31,6962014Assets 2015: $35,263Liabilities 2015: $0Net Assets 2015: $35,2632015Assets 2016: $44,873Liabilities 2016: $0Net Assets 2016: $44,8732016Assets 2017: $43,329Liabilities 2017: $0Net Assets 2017: $43,3292017Assets 2018: $29,228Liabilities 2018: $0Net Assets 2018: $29,2282018Assets 2019: $36,167Liabilities 2019: $0Net Assets 2019: $36,1672019Assets 2020: $51,891Liabilities 2020: $0Net Assets 2020: $51,8912020Assets 2021: $43,306Liabilities 2021: $0Net Assets 2021: $43,3062021Assets 2022: $65,150Liabilities 2022: $0Net Assets 2022: $65,1502022Assets 2023: $51,188Liabilities 2023: $0Net Assets 2023: $51,1882023Assets 2024: $42,103Net Assets 2024: $42,1032024Assets 2025: $56,142Net Assets 2025: $56,1422025

Highlighted filing

2019

Assets$36,167
Liabilities$0
Net Assets$36,167
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $65,471Expenses 2011: $79,686Net Income 2011: -$14,2152011Revenue 2012: $78,797Expenses 2012: $44,586Net Income 2012: $34,2112012Revenue 2013: $64,429Expenses 2013: $82,500Net Income 2013: -$18,0712013Revenue 2014: $70,548Expenses 2014: $67,733Net Income 2014: $2,8152014Revenue 2015: $81,428Expenses 2015: $77,861Net Income 2015: $3,5672015Revenue 2016: $91,683Expenses 2016: $82,073Net Income 2016: $9,6102016Revenue 2017: $74,093Expenses 2017: $75,637Net Income 2017: -$1,5442017Revenue 2018: $58,923Expenses 2018: $73,024Net Income 2018: -$14,1012018Revenue 2019: $80,898Expenses 2019: $73,959Net Income 2019: $6,9392019Revenue 2020: $76,955Expenses 2020: $61,231Net Income 2020: $15,7242020Revenue 2021: $43,632Expenses 2021: $52,217Net Income 2021: -$8,5852021Revenue 2022: $89,761Expenses 2022: $67,917Net Income 2022: $21,8442022Revenue 2023: $68,081Expenses 2023: $82,043Net Income 2023: -$13,9622023Revenue 2024: $76,406Expenses 2024: $85,491Net Income 2024: -$9,0852024Revenue 2025: $101,513Expenses 2025: $87,474Net Income 2025: $14,0392025

Highlighted filing

2019

Revenue$80,898
Expenses$73,959
Net Income$6,939
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Gross Receipts
$80,898
Mission and Program Overview

Mission

To actively promote business success in partnership with the Lake Oswego community. The foundation supports the effort with civic beautification and other projects.

Program Services

DescriptionGrantsExpenses
The Village Flower Baskets is an award-winning and well known civic beautification program providing donation-purchased planted baskets and waterering services. Volunteers hang them in May and take them down in October. In the current year, 75 volunteers assisted with hanging 243 baskets around the City of Lake Oswego.$73,959-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia FowlerPresident-$0--
Christopher BoyerDirector-$0--
Bob MartinssonDirector-$0--
Joe BuckTreasurer-$0--
Casey LakeyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lake Oswego Chamber Foundation
EIN
48-1279249
Phone
5036363634
Address
PO Box 368, Lake Oswego, OR 97034

Signing Officer

Name
Julia Fowler
Title
President
Signed
2020-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Jacobson & Company LLC
Address
5285 SW MEADOWS RD STE 265, LAKE OSWEGO, OR 97035-3229
Preparer
Karen S Jacobson
Phone
5036844585
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $701”

Other Expenses.1

“Watering $67345”

Other Expenses.2

“Administrative - Flower Basket $5406”

Other Expenses.3

“Taxes and licenses $193”

Other Expenses.5

“Meeting expenses $68”

Other Expenses.6

“Square fees $60”

Other Expenses.7

“Bank charges $36”

Other Expenses.8

“Supplies $25”

Other Assets.1

“Due from LOCC - Beginning $0 Due from LOCC - Ending $525”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joe Buck
IRS990EZ/BooksInCareOfDetail/PhoneNum05036363634
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 368
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Oswego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080846
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06939
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036167
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt080898
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julia Fowler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christopher Boyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bob Martinsson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Casey Lakey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0525
IRS990EZ/OtherExpensesTotalAmt073834
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To actively promote business success in partnership with the Lake Oswego community. The foundation supports the effort with civic beautification and other projects.
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Village Flower Baskets is an award-winning and well known civic beautification program providing donation-purchased planted baskets and waterering services. Volunteers hang them in May and take them down in October. In the current year, 75 volunteers assisted with hanging 243 baskets around the City of Lake Oswego.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073959
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073959
IRS990EZ/TotalProgramServiceExpensesAmt073959
IRS990EZ/TotalRevenueAmt080898
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080321
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt080321
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080321
IRS990ScheduleA/Total509Grp/TotalAmt080321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080373
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080373
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Watering $67345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative - Flower Basket $5406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes and licenses $193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting expenses $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Square fees $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank charges $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due from LOCC - Beginning $0 Due from LOCC - Ending $525
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Fowler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Oswego Chamber Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0481279249
ReturnHeader/Filer/PhoneNum05036363634
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 368
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930986130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IVEY JACOBSON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05285 SW MEADOWS RD STE 265
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353229
ReturnHeader/PreparerPersonGrp/PhoneNum05036844585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen S Jacobson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-18T14:26:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,167
Liabilities
$0
Net assets
$36,167
Revenue
$80,898
Expenses
$73,959
Net income
$6,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.02$0.87$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.76$0.85$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.68$0.82$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.90$0.68$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.44$0.52$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.77$0.61$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.81$0.74$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.59$0.73$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.74$0.76$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.92$0.82$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.81$0.78$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.71$0.68$0.03
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.64$0.83$0.18
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.79$0.45$0.34
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.65$0.80$0.14