Civic Intelligence

Riverdale School District

EIN 94-3187982 • 501(c)3 • Lake Oswego, OR

Profile

To fill the significant gap between available funding from state and local option revenues and the annual operating budget of the riverdale school district. Funds raised from our annual campaigns maintain small class sizes and the breadth of programs that have set the standard for exceptional education in oregon.

PO Box 36Lake Oswego, OR 97034

www.riverdalefoundation.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

6.8%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,045,042

Up $49,306 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,045,042

Up $49,306 (+5.0%) from 2024

Revenue

Up

$1,152,527

Up $73,192 (+6.8%) from 2024

Expenses

Down

$1,152,210

Down $105,643 (-8.4%) from 2024

Net Income

Up

$317

Up $178,835 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,134,356Liabilities 2011: $20,100Net Assets 2011: $3,114,2562011Assets 2012: $1,318,016Liabilities 2012: $200Net Assets 2012: $1,317,8162012Assets 2013: $1,212,377Liabilities 2013: $0Net Assets 2013: $1,212,3772013Assets 2014: $1,234,343Liabilities 2014: $0Net Assets 2014: $1,234,3432014Assets 2015: $1,211,170Liabilities 2015: $0Net Assets 2015: $1,211,1702015Assets 2016: $1,331,443Liabilities 2016: $0Net Assets 2016: $1,331,4432016Assets 2017: $1,581,216Liabilities 2017: $0Net Assets 2017: $1,581,2162017Assets 2018: $1,914,518Liabilities 2018: $0Net Assets 2018: $1,914,5182018Assets 2019: $2,092,669Liabilities 2019: $0Net Assets 2019: $2,092,6692019Assets 2020: $2,082,188Liabilities 2020: $0Net Assets 2020: $2,082,1882020Assets 2021: $1,827,698Liabilities 2021: $0Net Assets 2021: $1,827,6982021Assets 2022: $1,777,863Liabilities 2022: $0Net Assets 2022: $1,777,8632022Assets 2023: $1,148,754Liabilities 2023: $0Net Assets 2023: $1,148,7542023Assets 2024: $995,736Liabilities 2024: $0Net Assets 2024: $995,7362024Assets 2025: $1,045,042Liabilities 2025: $0Net Assets 2025: $1,045,0422025

Highlighted filing

2025

Assets$1,045,042
Liabilities$0
Net Assets$1,045,042

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $874,5122011Expenses 2012: $2,729,0472012Revenue 2013: $823,023Expenses 2013: $889,548Net Income 2013: -$66,5252013Revenue 2014: $917,973Expenses 2014: $896,007Net Income 2014: $21,9662014Revenue 2015: $922,981Expenses 2015: $942,844Net Income 2015: -$19,8632015Revenue 2016: $1,055,211Expenses 2016: $942,358Net Income 2016: $112,8532016Revenue 2017: $1,255,314Expenses 2017: $1,013,151Net Income 2017: $242,1632017Revenue 2018: $1,384,461Expenses 2018: $1,052,561Net Income 2018: $331,9002018Revenue 2019: $1,428,529Expenses 2019: $1,277,770Net Income 2019: $150,7592019Revenue 2020: $1,448,208Expenses 2020: $1,471,212Net Income 2020: -$23,0042020Revenue 2021: $1,151,534Expenses 2021: $1,474,175Net Income 2021: -$322,6412021Revenue 2022: $1,136,728Expenses 2022: $1,098,916Net Income 2022: $37,8122022Revenue 2023: $1,023,270Expenses 2023: $1,667,003Net Income 2023: -$643,7332023Revenue 2024: $1,079,335Expenses 2024: $1,257,853Net Income 2024: -$178,5182024Revenue 2025: $1,152,527Expenses 2025: $1,152,210Net Income 2025: $3172025

Highlighted filing

2025

Revenue$1,152,527
Expenses$1,152,210
Net Income$317

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.15$1.15$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.08$1.26$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.02$1.67$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.14$1.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.15$1.47$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.45$1.47$0.02
2019Summary only. Only limited summary data is available for this year.$2.09$0.00$2.09$1.43$1.28$0.15
2018Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$1.38$1.05$0.33
2017Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$1.26$1.01$0.24
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$1.06$0.94$0.11
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.92$0.94$0.02
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.92$0.90$0.02
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.82$0.89$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$2.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.11$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,152,527
Mission and Program Overview

Mission

See schedule oto fill the significant gap between available funding from state and local option revenues and the annual operating budget of the riverdale school district. Funds raised from our annual campaigns maintain small class sizes and the breadth of programs that have set the standard for exceptional education in oregon.

To cultivate and ensure educational excellence by supporting the riverdale school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$995,736$1,045,042▲ $49,306
Investments in Publicly Traded Securities$680,695$755,088▲ $74,393
Cash and Non-Interest-Bearing Accounts$279,660$245,422▼ $34,238
Savings and Temporary Cash Investments$30,381$39,532▲ $9,151
Investments Other Securities$5,000$5,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$995,736$1,045,042▲ $49,306
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$995,736$1,045,042▲ $49,306
Total Liabilities and Net Assets / Fund Balance$995,736$1,045,042▲ $49,306
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allison WilliamsBoard Campaign Co-chair
Aryn MayorBoard Campaign Co-chair
Paul StefanBoard President
Christian StellingBoard Co-treasurer
Michele RosolloBoard Co-treasurer
Adria CassidyBoard Member
Andrew GibsonBoard Member
Craig ArrowsmithBoard Member
Donna AvedisianBoard Member
Dorothy FriedrichBoard Member
Eric MulliganBoard Member
Jeanette SungBoard Member
Jenny KoBoard Member
Juliet HillmanBoard Member
Katie SchenningBoard Member
Kim MauerBoard Member
Kristen KohnstammBoard Member
Milessa LowrieBoard Member
Stephanie GaultBoard Member
Suzi MaddocksBoard Member
Tina BrownBoard Member
Shelley HilderbrandBoard Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,126,982
Program Service Revenue
$0
Investment Income
$25,545
Other Revenue
$0
All Other Contributions
$1,126,982
Change in Net Assets
$317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,100,000
Other Expenses$52,210
Total Fundraising Expense$12,957
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,100,000--$1,100,000
Fees for Services Other-$24,364-$24,364
Information Technology-$2,138$8,044$10,182
Office Expenses-$2,046$3,972$6,018
Fees for Services Legal-$4,947-$4,947
Fees for Services Accounting-$3,160-$3,160
Insurance-$2,048-$2,048
Other Expenses-$550$941$550
Total Functional Expenses$1,100,000$39,253$12,957$1,152,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Riverdale School District 51jPortland, ORPublic SchoolTO FILL THE SIGNIFICANT GAP BETWEEN AVAILABLE FUNDING AND LOCAL OPTION REVENUES AND THE ACTUAL COST OF RIVERDALE'S EXCEPTIONAL EDUCATION.$1,100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The foundation does not have committees that can act on behalf of the governing body. The board of directors makes all decisions and takes all actions.

Form 990, Part VI, Section B, Line 11B

The president gathers information and provides to cpa firm for preparation. The foundation treasurer reviews the completed return with the president prior to filing. The completed return is posted online and accessible to all board members.

Form 990, Part VI, Section B, Line 12C

The foundation asks at the beginning of each fiscal year whether directors or officers have conflicts of interest. They read the policy, sign a form and submit it to the secretary who keeps the signed forms on file.

Form 990, Part VI, Section C, Line 19

The organization makes its financial documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Riverdale School District
EIN
94-3187982
Phone
5033038470
Address
PO BOX 36, LAKE OSWEGO, OR 97034

Signing Officer

Name
Paul Stefan
Title
Board President
Phone
5033038470
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Stefan
Formed
1993
Legal Domicile
Or
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
48

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Yee Lee Mcgee
Phone
5032222515
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CAMPAIGN CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CAMPAIGN CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/MissionDesc0TO FILL THE SIGNIFICANT GAP BETWEEN AVAILABLE FUNDING FROM STATE AND LOCAL OPTION REVENUES AND THE ANNUAL OPERATING BUDGET OF THE RIVERDALE SCHOOL DISTRICT. FUNDS RAISED FROM OUR ANNUAL CAMPAIGNS MAINTAIN SMALL CLASS SIZES AND THE BREADTH OF PROGRAMS THAT HAVE SET THE STANDARD FOR EXCEPTIONAL EDUCATION IN OREGON.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02046
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FILL THE SIGNIFICANT GAP BETWEEN AVAILABLE FUNDING AND LOCAL OPTION REVENUES AND THE ACTUAL COST OF RIVERDALE'S EXCEPTIONAL EDUCATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVERDALE SCHOOL DISTRICT 51J
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011733 SW BREYMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097219
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SUPERINTENDENT OF RIVERDALE SCHOOL DISTRICT REPORTS BACK ON THE USE OF FUNDS PERIODICALLY TO THE BOARD OF THE RIVERDALE FOUNDATION AT SELECT MEETINGS DURING THE YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. THE BOARD OF DIRECTORS MAKES ALL DECISIONS AND TAKES ALL ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT GATHERS INFORMATION AND PROVIDES TO CPA FIRM FOR PREPARATION. THE FOUNDATION TREASURER REVIEWS THE COMPLETED RETURN WITH THE PRESIDENT PRIOR TO FILING. THE COMPLETED RETURN IS POSTED ONLINE AND ACCESSIBLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION ASKS AT THE BEGINNING OF EACH FISCAL YEAR WHETHER DIRECTORS OR OFFICERS HAVE CONFLICTS OF INTEREST. THEY READ THE POLICY, SIGN A FORM AND SUBMIT IT TO THE SECRETARY WHO KEEPS THE SIGNED FORMS ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FINANCIAL DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0995736

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