Civic Intelligence

Lake Oswego Rotary Foundation Inc

EIN 93-1000938 • 501(c)3 • Lake Oswego, OR

Profile

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.

PO Box 94Lake Oswego, OR 97034

lakeoswegorotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-42%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$198,896

Down $145,341 (-42%) from 2023

Liabilities

Down

$14,985

Down $30,156 (-67%) from 2023

Net Assets

Down

$183,911

Down $115,185 (-39%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin38th percentile

Revenue

Up

$415,726

Up $69,780 (+20%) from 2023

Expenses

Up

$431,340

Up $78,471 (+22%) from 2023

Net Income

Down

-$15,614

Down $8,691 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $67,382Liabilities 2010: $0Net Assets 2010: $67,3822010Assets 2011: $68,698Liabilities 2011: $0Net Assets 2011: $68,6982011Assets 2012: $95,261Liabilities 2012: $375Net Assets 2012: $94,8862012Assets 2013: $87,474Liabilities 2013: $0Net Assets 2013: $87,4742013Assets 2014: $134,177Liabilities 2014: $0Net Assets 2014: $134,1772014Assets 2015: $121,403Liabilities 2015: $0Net Assets 2015: $121,4032015Assets 2017: $324,805Liabilities 2017: $347Net Assets 2017: $324,4582017Assets 2018: $117,779Liabilities 2018: $25,936Net Assets 2018: $91,8432018Assets 2019: $118,022Liabilities 2019: $0Net Assets 2019: $118,0222019Assets 2020: $211,685Liabilities 2020: $7,929Net Assets 2020: $203,7562020Assets 2022: $306,034Liabilities 2022: $14,152Net Assets 2022: $291,8822022Assets 2023: $344,237Liabilities 2023: $45,141Net Assets 2023: $299,0962023Assets 2024: $198,896Liabilities 2024: $14,985Net Assets 2024: $183,9112024

Highlighted filing

2024

Assets$198,896
Liabilities$14,985
Net Assets$183,911
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $285,0222010Expenses 2011: $196,8022011Revenue 2012: $203,180Expenses 2012: $176,992Net Income 2012: $26,1882012Expenses 2013: $168,4832013Revenue 2014: $401,727Expenses 2014: $355,024Net Income 2014: $46,7032014Revenue 2015: $275,220Expenses 2015: $287,994Net Income 2015: -$12,7742015Revenue 2017: $256,770Expenses 2017: $136,592Net Income 2017: $120,1782017Revenue 2018: $139,130Expenses 2018: $369,500Net Income 2018: -$230,3702018Revenue 2019: $344,874Expenses 2019: $318,695Net Income 2019: $26,1792019Revenue 2020: $141,910Expenses 2020: $160,316Net Income 2020: -$18,4062020Revenue 2022: $446,087Expenses 2022: $323,227Net Income 2022: $122,8602022Revenue 2023: $345,946Expenses 2023: $352,869Net Income 2023: -$6,9232023Revenue 2024: $415,726Expenses 2024: $431,340Net Income 2024: -$15,6142024

Highlighted filing

2024

Revenue$415,726
Expenses$431,340
Net Income-$15,614
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$198,896
Liabilities
$14,985
Net assets
$183,911
Revenue
$415,726
Expenses
$431,340
Net income
-$15,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.15$1.84$4.16$4.31$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.45$2.99$3.46$3.53$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.14$2.92$4.46$3.23$1.23
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.08$2.04$1.42$1.60$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$3.45$3.19$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.26$0.92$1.39$3.70$2.30
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.24$2.57$1.37$1.20
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$2.75$2.88$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$4.02$3.55$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$1.68
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$2.03$1.77$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$1.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$2.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$421,295
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$208,821$183,911▼ $24,910
Savings and Temporary Cash Investments$89,485$133,525▲ $44,040
Investments in Publicly Traded Securities$41,218$53,887▲ $12,669
Cash and Non-Interest-Bearing Accounts$129,934$11,484▼ $118,450
Accounts Receivable$-6,675--
Total Assets$253,962$198,896▼ $55,066
Liabilities
Accounts Payable and Accrued Expenses$45,141$14,985▼ $30,156
Total Liabilities$45,141$14,985▼ $30,156
Net Assets / Fund Balance
Total Net Assets Fund Balance$208,821$183,911▼ $24,910
Total Liabilities and Net Assets / Fund Balance$253,962$198,896▼ $55,066
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Matt ChrismanDirectorallocations Chair
Jay HamachekDirectorclub Admin Chair
Mark BirgeDirectorfoundation Chair
Sue LinneroothDirectorfundraising Chair
Lloyd HillDirectorinternational Chair
Michael DottenDirectormembership Chair
Mark WallerDirectorpeacebuilder Chair
Peter YorkImmediate Past President
William OneillPresident
Candace JenningsPresident Elect
Denise BrohosliDirector
Susan StohlDirector
Thimmappa AnekondaDirector
Wade ByersDirector
Ken PerigoDirectorcommunity Service Co
Robin KrakauerDirectorcommunity Service Co
Lauren OneillDirectornew Generations Chai
Eleanor TrethowanDirectorvocational Service C
Robert LiddellExecutive Secretary
Paul Van RoonSecretary
Mirjam MetcalfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$388,185
Program Service Revenue
$0
Investment Income
$4,560
Other Revenue
$22,981
All Other Contributions
$20,867
Change in Net Assets
$-15,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,359
Total Fundraising Expense$223,924
Grants and Similar Amounts Paid$197,981
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,120-$223,924$232,044
Grants to Domestic Orgs$100,505--$100,505
Foreign Grants$70,476--$70,476
Grants to Domestic Individuals$27,000--$27,000
Other Expenses$280--$280
Total Functional Expenses$207,416$0$223,924$431,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakewood Theatre CompanyLake Oswego, OR--$62,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$28,550
Gaming Direct Expenses$5,569
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobster Feed----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“2023 - 2024 president is parent of a current direcotr”

Members or stockholder classes and rights Part VI line 6

“Rotary is part of rotary international and all participants are members.”

Member election for additional members Part VI line 7A

“Once a year there is an open opportunity for any member to nominate any member for a board seat. An election is held during a regualr meeting as long as a quoram exists.”

Form 990 governing body review Part VI line 11

“The 990 is distributed to the board of directors via e-mail and approved at board meeting.”

Governing documents etc available to public Part VI line 19

“If the organizations documents and policies are requested by the public, the board of directors determines how the organization will comply.”

Filing and Contact Details

Filer

Filer Name
Lake Oswego Rotary Foundation Inc
EIN
93-1000938
Address
PO BOX 94, LAKE OSWEGO, OR 97034

Signing Officer

Name
Mirjam Metcalf
Title
Treasurer
Phone
5033443888
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
148

Preparer

Firm
Mokum Tax Solutions LLC
Address
5200 SW Meadows Road Ste 200, Lake Oswego, OR 97035
Preparer
Mirjam Metcalf
Phone
5033443888
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other expenses include administrative expenses to award scholarships, hold the sasee awards celebration event as well as miscellanious sasee expenses, and expenses for the lake oswego primary fundraiser - the lobster feed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTORCOMMUNITY SERVICE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTORCOMMUNITY SERVICE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTORNEW GENERATIONS CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTORPEACEBUILDER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTORFUNDRAISING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTORVOCATIONAL SERVICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTORMEMBERSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTORALLOCATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTORFOUNDATION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTORCLUB ADMIN CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTORINTERNATIONAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE SECRETARY
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IRS990/MissionDesc0THE 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SERVICE 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.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT 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
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ACTIVITIES TO PROMOTE PEACE WITHIN OUR COMMUNITY AND INTERNATIONALLY
IRS990/ProgSrvcAccomActyOtherGrp/Desc2LOBSTER FEED BENEFICIARIES
IRS990/ProgSrvcAccomActyOtherGrp/Desc3SMALL GRANTS AWARDED TO LOCAL AND COMMUNITY NONPROFIT ORGANIZATIONS
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