Civic Intelligence

Oregon City Schools Foundation

EIN 93-1269595 • 501(c)3 • Oregon City, OR

Profile

With high expectations, we engage all students in meaningful learning activities to prepare them for successful lives.

PO Box 85Oregon City, OR 97045

www.orecity.k12.or.us/OCSF

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

14th percentile

-54%

Higher net margin than 14% 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

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$250,460

Down $35,124 (-12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$250,460

No earlier filing loaded for comparison.

Revenue

Down

$61,098

Down $26,498 (-30%) from 2023

Expenses

Up

$93,827

Up $41,619 (+80%) from 2023

Net Income

Down

-$32,729

Down $68,117 (-192%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $92,754Net Assets 2010: $92,7542010Assets 2011: $71,548Net Assets 2011: $71,5482011Assets 2012: $59,978Net Assets 2012: $59,9782012Assets 2013: $57,431Net Assets 2013: $57,4312013Assets 2014: $68,362Net Assets 2014: $68,3622014Assets 2015: $69,979Net Assets 2015: $69,9792015Assets 2016: $74,436Liabilities 2016: $02016Assets 2017: $62,931Net Assets 2017: $62,9312017Assets 2018: $65,518Net Assets 2018: $65,5182018Assets 2019: $59,816Net Assets 2019: $59,8162019Assets 2020: $50,389Net Assets 2020: $50,3892020Assets 2021: $41,105Liabilities 2021: $02021Assets 2022: $250,196Liabilities 2022: $0Net Assets 2022: $250,1962022Assets 2023: $285,584Liabilities 2023: $02023Assets 2024: $250,460Net Assets 2024: $250,4602024

Highlighted filing

2024

Assets$250,460
Liabilities-
Net Assets$250,460

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $90,690Expenses 2010: $106,275Net Income 2010: -$15,5852010Revenue 2011: $62,707Expenses 2011: $83,913Net Income 2011: -$21,2062011Revenue 2012: $61,769Expenses 2012: $73,339Net Income 2012: -$11,5702012Revenue 2013: $42,709Expenses 2013: $45,256Net Income 2013: -$2,5472013Revenue 2014: $42,751Expenses 2014: $31,820Net Income 2014: $10,9312014Revenue 2015: $58,305Expenses 2015: $56,688Net Income 2015: $1,6172015Revenue 2016: $45,988Expenses 2016: $41,531Net Income 2016: $4,4572016Revenue 2017: $72,304Expenses 2017: $83,809Net Income 2017: -$11,5052017Revenue 2018: $56,586Expenses 2018: $53,999Net Income 2018: $2,5872018Revenue 2019: $50,511Expenses 2019: $56,213Net Income 2019: -$5,7022019Revenue 2020: $32,450Expenses 2020: $41,877Net Income 2020: -$9,4272020Revenue 2021: $26,007Expenses 2021: $35,291Net Income 2021: -$9,2842021Revenue 2022: $251,819Expenses 2022: $42,728Net Income 2022: $209,0912022Revenue 2023: $87,596Expenses 2023: $52,208Net Income 2023: $35,3882023Revenue 2024: $61,098Expenses 2024: $93,827Net Income 2024: -$32,7292024

Highlighted filing

2024

Revenue$61,098
Expenses$93,827
Net Income-$32,729

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.61$0.94$0.33
2023Summary only. Only limited summary data is available for this year.$2.86$0.00$0.88$0.52$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$2.52$0.43$2.09
2021Summary only. Only limited summary data is available for this year.$0.41$0.00$0.26$0.35$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$0.32$0.42$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.60$0.51$0.56$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.57$0.54$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.72$0.84$0.12
2016Summary only. Only limited summary data is available for this year.$0.74$0.00$0.46$0.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.58$0.57$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.43$0.32$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.43$0.45$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.62$0.73$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.63$0.84$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$0.91$1.06$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.2
Gross Receipts
$61,098
Mission and Program Overview

Mission

To inspire and prepare our children to be life long learners and engaged citizens of the community, the country, and the world. We provide financial support for our students from cradle to career with programs and services that enhance this learning.

Program Services

DescriptionGrantsExpenses
GRANTS TO SCHOOLS WITHIN DISTRICT BOUNDARIES.-$35,487
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN ASCHMember-$0--
JANA HOLLANDMember-$0--
CARLA CALHOUNVice President-$0--
LISA NORMANDMember-$0--
VICTORIA MEINIGMember-$0--
CANDACE HENKINMember-$0--
CONNIE CURTEMANPresident-$0--
SHELLEY MCCOYTreasurer-$0--
NICOLE WHITEMember-$0--
MARGOT SCHULTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oregon City Schools Foundation
EIN
93-1269595
Phone
5035162161
Address
PO BOX 85, OREGON CITY, OR 97045

Signing Officer

Name
Connie Curteman
Title
President
Signed
2025-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Wilcox Arredondo & Co
Address
PO BOX 1008, CANBY, OR 97013
Preparer
Sabino a Arredondo
Phone
5032667545
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: O.C. SCHOOL DISTRICT | Cash Amount Given: $28722

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: O.C. SCHOOL DISTRICT GIFTS | Description of Property: BOOKS AND PRIZES POETRY C | Date of Gift: 20241231 | Book Value: $6765 | Method Used to Determine BV: Purchase Price | Fair Market Value: $6765 | Method Used to Determine FMV: Purchase Price

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: VARIOUS | Description of Property: SCHOLARSHIPS | Date of Gift: 20241231 | Book Value: $15216 | Method Used to Determine BV: Purchase Price | Fair Market Value: $15216 | Method Used to Determine FMV: Purchase Price

Other Expenses.1001

Advertising and Promotion $1195

Other Expenses.1012

Insurance $1492

Other Expenses.1

Graduation party expense $35823

Other Expenses.2

FEES $2057

Other Expenses.3

EVENT EXPENSE $400

Other Expenses.4

DUES & MEMBERSHIP $199

Other Expenses.5

WEBSITE $192

Other Expenses.7

STATE TAXES $119

Other Expenses.8

SUPPLIES $11

Raw XML Appendix182 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
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0285584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250460
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2395
IRS990EZ/OtherExpensesTotalAmt041488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INSPIRE AND PREPARE OUR CHILDREN TO BE LIFE LONG LEARNERS AND ENGAGED CITIZENS OF THE COMMUNITY, THE COUNTRY, AND THE WORLD. WE PROVIDE FINANCIAL SUPPORT FOR OUR STUDENTS FROM CRADLE TO CAREER WITH PROGRAMS AND SERVICES THAT ENHANCE THIS LEARNING.
IRS990EZ/PrintingPublicationsPostageAmt0186
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt061098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: O.C. SCHOOL DISTRICT | Cash Amount Given: $28722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: O.C. SCHOOL DISTRICT GIFTS | Description of Property: BOOKS AND PRIZES POETRY C | Date of Gift: 20241231 | Book Value: $6765 | Method Used to Determine BV: Purchase Price | Fair Market Value: $6765 | Method Used to Determine FMV: Purchase Price
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: VARIOUS | Description of Property: SCHOLARSHIPS | Date of Gift: 20241231 | Book Value: $15216 | Method Used to Determine BV: Purchase Price | Fair Market Value: $15216 | Method Used to Determine FMV: Purchase Price
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $1195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRADUATION PARTY EXPENSE $35823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES $2057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EVENT EXPENSE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES & MEMBERSHIP $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STATE TAXES $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE CURTEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-25
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ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931269595
ReturnHeader/Filer/PhoneNum05035162161
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 85
ReturnHeader/Filer/USAddress/CityNm0OREGON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032667545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SABINO A ARREDONDO
ReturnHeader/ReturnTs02025-07-25T09:41:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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