LAKE OSWEGO SCHOOL DISTRICT FOUNDA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

WHITNEY WOOLF

Phone

5035342106

Tax Period

2022-07-01 to 2023-06-30

LAKE OSWEGO SCHOOL DISTRICT FOUNDATION INC, founded in 1987, is a small nonprofit that reported $960K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Net assets of $2.1M represent 26 months of operating reserves.

Mission

INVESTING IN PUBLIC EDUCATION TO GIVE STUDENTS UNMATCHED OPPORTUNITIES TO FLOURISH.

Program Service Accomplishments

Program 1

Expenses: $876,194

GRANTS TO LAKE OSWEGO SCHOOL DISTRICT, USED TO HIRE AND RETAIN TEACHING POSITIONS THAT PROVIDE EDUCATIONAL EXPERIENCES BEYOND WHAT IS POSSIBLE WITH LIMITED PUBLIC FUNDING. FOUNDATION FUNDS GRANTED TO THE LAKE OSWEGO SCHOOL DISTRICT ENABLE THE DISTRICT TO PROVIDE MUSIC TEACHERS AND READING SPECIALISTS AT THE ELEMENTARY LEVEL. AT THE MIDDLE SCHOOL AND HIGH SCHOOL LEVEL, THE LAKE OSWEGO SCHOOLS FOUNDATION FUNDS ENABLE THE DISTRICT TO PROVIDE MORE ELECTIVES AND ADVANCED PLACEMENT COURSES FOR STUDENTS TO EXPLORE AND PURSUE INTERESTS FOR CAREER AND COLLEGE READINESS, AS WELL AS RECEIVE ADDITIONAL INSTRUCTION TIME IN SCHOOL. THE LAKE OSWEGO SCHOOLS FOUNDATION INVESTS IN TEACHERS FOR ALL STUDENTS OF LAKE OSWEGO SCHOOL DISTRICT. THE LAKE OSWEGO SCHOOLS FOUNDATION FUNDS GRANTED TO THE LAKE OSWEGO SCHOOL DISTRICT SUPPORT THE FULL-TIME EQUIVALENT OF 20 TEACHING POSITIONS IN FY20.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $948,598

Program Service Revenue $0

Investment Income $5,430

Other Revenue $5,659

TOTAL REVENUE $959,687

Expense Breakdown

Grants Paid $876,194

Salaries & Benefits $0

Fundraising Expenses $38,461

Program Expenses $876,194

Other Expenses $83,098

TOTAL EXPENSES $959,292

Year-over-Year Comparison

	2022	2021	Change
Revenue	$959,687	$1,059,915	-0.1%
Expenses	$959,292	$1,040,552	-0.1%
Net Income	$395	$19,363	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAXINE WALKENHORST	PRESIDENT	10.00	Officer Director	$0	$0	$0
KAREN HARDING	TREASURER	3.00	Officer Director	$0	$0	$0
SALUMEH LOESCH	SECRETARY	3.00	Officer Director	$0	$0	$0
LAURA COYLE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN KOCHAVTR	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SARAH BORN	AT LARGE	3.00	Director	$0	$0	$0
BINK GREENE	AT LARGE	3.00	Director	$0	$0	$0
KASEY ADLER	DIRECTOR	1.00	Director	$0	$0	$0
JACK ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY BARNEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK BIRGE	DIRECTOR	1.00	Director	$0	$0	$0
CHAD CARTER	DIRECTOR	1.00	Director	$0	$0	$0
SARA CASE	DIRECTOR	1.00	Director	$0	$0	$0
SURINDER CHAUHAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GENTRY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GRUBB	DIRECTOR	1.00	Director	$0	$0	$0
GARY HANIFAN	DIRECTOR	1.00	Director	$0	$0	$0
SARA HASAN	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD HUANG	DIRECTOR	1.00	Director	$0	$0	$0
EMILY LIEVENS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MADDEN	DIRECTOR	1.00	Director	$0	$0	$0
JAHZEEL ORMENO	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY REEVES	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
WHITNEY WOOLF	EXECUTIVE DIRECTOR	32.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$959,687	$959,292	$2,093,581	$395
2022	$1,059,915	$1,040,552	$1,964,733	$19,363
2021	$1,177,360	$965,419	$2,102,151	$211,941
2020	$1,332,131	$1,037,181	$1,443,507	$294,950
2019	$1,366,929	$1,362,084	$1,174,495	$4,845
2018	$1,252,877	$1,223,899	$1,104,165	$28,978

LAKE OSWEGO SCHOOL DISTRICT FOUNDATION INC