Lake Oswego Preservation Society

EIN: 451799529 501(c)(3) Arts, Culture & Humanities

Marylhurst, OR

Total Revenue
$23,363
Total Expenses
$26,667
Total Assets
$925,064
Net Assets
$925,064
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
OR
Principal Officer
Denise Bartelt
Phone
5034812479
Tax Period
2025-01-01 to 2025-12-31

Lake Oswego Preservation Society, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $23K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $27K exceeded revenue, resulting in a 14% operating deficit.

Mission

Education, promotion, and support for public and private historic preservation activities in Lake Oswego, Oregon.

Program Service Accomplishments

Program 1
Expenses: $14,689

IRON WORKERS COTTAGE AND MUSEUMMaintain a 19th century iron workers residence as a public museum dedicated to the history of iron and steel production in Lake Oswego. The museum also serves as the...

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IRON WORKERS COTTAGE AND MUSEUMMaintain a 19th century iron workers residence as a public museum dedicated to the history of iron and steel production in Lake Oswego. The museum also serves as the home of the Society's community activities to educate the public about historical preservation and provide support for public and private efforts to preserve the historical heritage of Lake Oswego. The museum attracts 200-250 visitor per year.

Program 2
Expenses: $4,037 Revenue: $17,000

ANNUAL ARCHITECTURAL BOAT TOUR OF LAKEFRONT RESIDENCESThe Society conducts a unique educational boat tour of Oswego Lake to highlight the historically significant architecture of the city's lakeside...

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ANNUAL ARCHITECTURAL BOAT TOUR OF LAKEFRONT RESIDENCESThe Society conducts a unique educational boat tour of Oswego Lake to highlight the historically significant architecture of the city's lakeside residences. The tour attracts approximately 90-120 participants annually.

Program 3

CARMAN HOUSE HISTORICAL PRESERVATIONMaintain and preserve the oldest private residence in Lake Oswego, Oregon. Constructed in 1857, the Carman House is a designated landmark and was donated to the...

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CARMAN HOUSE HISTORICAL PRESERVATIONMaintain and preserve the oldest private residence in Lake Oswego, Oregon. Constructed in 1857, the Carman House is a designated landmark and was donated to the Society in 2023. The Society is applying for a preservation/conservation easement for the property.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $16,511
Program Service Revenue $17,000
Investment Income $2,231
Other Revenue $-12,379
TOTAL REVENUE $23,363

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $18,726
Other Expenses $26,667
TOTAL EXPENSES $26,667

Year-over-Year Comparison

2025 2024 Change
Revenue $23,363 $24,636 -0.1%
Expenses $26,667 $21,493 +0.2%
Net Income $-3,304 $3,143 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jack Bookwalter Director 2.00
Director
$0 $0 $0
Kevin Kutcher Director 2.00
Director
$0 $0 $0
Joan Moore Director 5.00
Director
$0 $0 $0
Robin Quon Director 2.00
Director
$0 $0 $0
Jen Wiley Director 2.00
Director
$0 $0 $0
Denise Bartelt President 5.00
Officer
$0 $0 $0
Rachel Verdick Vice President 3.00
Officer
$0 $0 $0
Randy Arthur Treasurer 5.00
Officer
$0 $0 $0
Gail Toft-Vizzini Secretary 5.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $23,363 $26,667 $925,064 $-3,304
2024 $24,636 $21,493 $928,368 $3,143
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