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Lake Oswego Rotary Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$346k (2023)

Expenses
$353k (2023)

Total Assets
$344k (2023)

Total Liabilities
$45.1k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$345,946
Expenses
$352,869
Net Income
-$6,923
Net Assets
$299,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $338,980
98.0%
Program Services $0
Investment Income $1,171
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $344,237
Total Liabilities $45,141
Net Assets $299,096
Compensation
Key Employees and Officers Compensation Related Other
Lloyd Hill (International Service Chair) $0 $0 $0
Michael Dotten (Membership Chair) $0 $0 $0
Robin Krakauer (Community Service Co Chair) $0 $0 $0
David Wolf (Immediate Past President) $0 $0 $0
Mark Birge (Rotary Foundation Chair) $0 $0 $0
Lal Bhatia (Vocational Service Chair) $0 $0 $0
Nell Diamond (Past President) $0 $0 $0
Ken Perigo (Public Image Chair) $0 $0 $0
Jay Hamachek (Club Admin Chair) $0 $0 $0
Paul Van Roon (Director) $0 $0 $0
Susan Stohl (Director) $0 $0 $0
Anekonda Thimmappa (Director) $0 $0 $0
Kevin Costello (New Gnerations Chair) $0 $0 $0
Tina Colson Jones (Community Service Co Chair) $0 $0 $0
Robert Liddell (Executive Secretary) $0 $0 $0
Matt Christman (Allocations Chair) $0 $0 $0
Peter York (President) $0 $0 $0
William Oneill (President Elect) $0 $0 $0
Candace Jennings (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$446,087
Expenses
$323,227
Net Income
$122,860
Net Assets
$291,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $422,099
94.6%
Program Services $0
Investment Income $14
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $306,034
Total Liabilities $14,152
Net Assets $291,882
Compensation
Key Employees and Officers Compensation Related Other
Thimmappa Anekonda (Director) $0 $0 $0
Ron Herring (Tresurer) $0 $0 $0
Lloyd Hill (Director) $0 $0 $0
Lal Bhatia (Director) $0 $0 $0
Kevin Costello (Director) $0 $0 $0
Mark Birge (Director) $0 $0 $0
Michael Fraser (Director) $0 $0 $0
Nell Diamond (Past President) $0 $0 $0
Matt Christman (Director) $0 $0 $0
Ken Perigo (Director) $0 $0 $0
Tina Colson (Director) $0 $0 $0
Wade Byers (Director) $0 $0 $0
Rian Lasley (Director) $0 $0 $0
William Oneill (Secretary) $0 $0 $0
Robert Liddell (Executive Secretary) $0 $0 $0
Mirjam Metcalf (Treasurer) $0 $0 $0
Peter York (President Elect) $0 $0 $0
David Wolf (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,910
Expenses
$160,316
Net Income
-$18,406
Net Assets
$203,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $133,713
94.2%
Program Services $0
Investment Income $757
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $211,685
Total Liabilities $7,929
Net Assets $203,756
Compensation
Key Employees and Officers Compensation Related Other
Craig Childress (Past President) $0 $0 $0
Scott Havens (President) $0 $0 $0
Mirjam Metcalf (Treasurer) $0 $0 $0
Robert Liddell (Executive Secretary) $0 $0 $0
Matt Christman (Director) $0 $0 $0
Nell Diamond (President Elect) $0 $0 $0
Marjorie Elken (Director) $0 $0 $0
Rian Lasley (Secretary) $0 $0 $0
David Beckett (Director) $0 $0 $0
Alan Bazzaz (Director) $0 $0 $0
Wade Byers (Director) $0 $0 $0
Tina Colson (Director) $0 $0 $0
William Draznik (Director) $0 $0 $0
Charles Erekson (Director) $0 $0 $0
Roger Hennagin (Director) $0 $0 $0
Lloyd Hill (Director) $0 $0 $0
Jeanne Paul (Director) $0 $0 $0
Ted Ricks (Director) $0 $0 $0
David Wolf (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$344,874
Expenses
$318,695
Net Income
$26,179
Net Assets
$118,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $344,159
99.8%
Program Services $0
Investment Income $715
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $118,022
Total Liabilities $0
Net Assets $118,022
Compensation
Key Employees and Officers Compensation Related Other
Craig Childress (President) $0 $0 $0
Scott Havens (Secretary) $0 $0 $0
Bob Liddell (Executive Secreatary) $0 $0 $0
Mirjam Metcalf (Treasurer) $0 $0 $0
Robert Lechavallier (Immediate Past President) $0 $0 $0
Marjorie Elken (Membership Chair) $0 $0 $0
Alan Campbell (International Service Chair) $0 $0 $0
David Beckett (Rotary Foundation Chair) $0 $0 $0
Jake Jacobs (Public Relations Chair) $0 $0 $0
Robert Wollmuth (Club Administration Co Chair) $0 $0 $0
Brian Bice (Youth Services) $0 $0 $0
David Schultz (Club Administration Co Chair) $0 $0 $0
Mark Waller (Peace Builder Chair) $0 $0 $0
Matt Chrisman (Community Service Chair) $0 $0 $0
Malcolm Mathes (Allocations Chair) $0 $0 $0
Nell Diamond (Director) $0 $0 $0
Ryan Lasley (Director) $0 $0 $0
Michael Moore (Director) $0 $0 $0
Roger May (Director) $0 $0 $0
David Wolf (Director) $0 $0 $0
Kris Clancy (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,130
Expenses
$369,500
Net Income
-$230,370
Net Assets
$91,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $263,251
> 100%
Program Services $0
Investment Income $3,183
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$127,304
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,779
Total Liabilities $25,936
Net Assets $91,843
Compensation
Key Employees and Officers Compensation Related Other
William Baars (President) $0 $0 $0
Craig Childress (President Elect) $0 $0 $0
Scott Havens (Secretary) $0 $0 $0
Bob Liddell (Executive Secreatary) $0 $0 $0
Mirjam Metcalf (Treasurer) $0 $0 $0
Robert Lechavallier (Immediate Past President) $0 $0 $0
Marjorie Elken (Membership Chair) $0 $0 $0
Alan Campbell (International Service Chair) $0 $0 $0
David Beckett (Rotary Foundation Chair) $0 $0 $0
Jake Jacobs (Public Relations Chair) $0 $0 $0
Robert Wollmuth (Club Administration Co Chair) $0 $0 $0
Brian Bice (Youth Services) $0 $0 $0
David Schultz (Club Administration Co Chair) $0 $0 $0
Mark Waller (Peace Builder Chair) $0 $0 $0
Matt Chrisman (Community Service Chair) $0 $0 $0
Malcolm Mathes (Allocations Chair) $0 $0 $0
Nell Diamond (Director) $0 $0 $0
Ryan Lasley (Director) $0 $0 $0
Joshua Tomeoni (Director) $0 $0 $0
Michael Moore (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,770
Expenses
$136,592
Net Income
$120,178
Net Assets
$324,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $212,253
82.7%
Program Services $0
Investment Income $1,376
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $43,141
16.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $324,805
Total Liabilities $347
Net Assets $324,458
Compensation
Key Employees and Officers Compensation Related Other
Robert Le Chevallier (President & Ceo) $0 $0 $0
William A Baars (President) $0 $0 $0
Craig Childress (Vice President) $0 $0 $0
Mirjam Metcalf (Treasurer) $0 $0 $0
David Beckett (Director) $0 $0 $0
Bob Wollmuth (Director) $0 $0 $0
Marjorie Elken (Director) $0 $0 $0
Alan Campbell (Director) $0 $0 $0
David Schulz (Director) $0 $0 $0
Matt Chrisman (Past President) $0 $0 $0
Robert Liddell (Exect Secretary) $0 $0 $0
Peter Glazer (Director) $0 $0 $0
Brian Bice (Director) $0 $0 $0
Roger May (Director) $0 $0 $0
Mark Waller (Director) $0 $0 $0
Scott Havens (Secretary) $0 $0 $0
Malcolm Mathes (Director) $0 $0 $0
Kris Clancy (Director) $0 $0 $0
Nell Diamond (Director) $0 $0 $0
Jake Jacobs (Director) $0 $0 $0
Michael Moore (Director) $0 $0 $0
Ryan Lasley (Director) $0 $0 $0
Joshua Tomeoni (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$275,220
Expenses
$287,994
Net Income
-$12,774
Net Assets
$121,403
Notable Sources of Revenue Percent of Total Revenue
Contributions $320,341
> 100%
Program Services $0
Investment Income $252
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$45,373
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,403
Total Liabilities $0
Net Assets $121,403
Compensation
Key Employees and Officers Compensation Related Other
Alan Bazzaz (President) $0 $0 $0
Terri Childress (President) $0 $0 $0
Mark Waller (Director) $0 $0 $0
Robert Le Chevaillier (Vice President) $0 $0 $0
Linda Brown (Director) $0 $0 $0
Bob Nemhauser (Treasurer) $0 $0 $0
Robert Lidell (Exec Secretary) $0 $0 $0
Barry Sheldahl (Director) $0 $0 $0
Lori Hensel (Director) $0 $0 $0
Scott Havens (Director) $0 $0 $0
Kris Clancy (Director) $0 $0 $0
Tom Maginnis (Director) $0 $0 $0
Brian Bice (Director) $0 $0 $0
Barbara Thompson (Director) $0 $0 $0
William Baars (Secretary) $0 $0 $0
Jeff Kantor (Director) $0 $0 $0
Roger May (Director) $0 $0 $0
John Turchi (Director) $0 $0 $0
Alan Campbell (Director) $0 $0 $0
Mirjam Metcalf (Director) $0 $0 $0
Jude Hammerstad (Director) $0 $0 $0
William Korach (Director) $0 $0 $0
David Schulz (Director) $0 $0 $0
Jessica Vogelsang (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$401,727
Expenses
$355,024
Net Income
$46,703
Net Assets
$134,177
Notable Sources of Revenue Percent of Total Revenue
Contributions $369,240
91.9%
Program Services $0
Investment Income $198
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,289
8.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,177
Total Liabilities $0
Net Assets $134,177
Compensation
Key Employees and Officers Compensation Related Other
Robert Le Chevaillier (Secretary) $0 $0 $0
Barry Sheldahl (Director) $0 $0 $0
Lynne Wintermute (Director) $0 $0 $0
Jeff Kantor (Director) $0 $0 $0
Alan Bazzaz (President) $0 $0 $0
Terri Childress (Vice President) $0 $0 $0
Bob Nemhauser (Treasurer) $0 $0 $0
Larry Lopardo (Director) $0 $0 $0
Lora Helmer (Director) $0 $0 $0
Kris Clancy (Director) $0 $0 $0
Malcolm Mathes (Director) $0 $0 $0
Brian Bice (Director) $0 $0 $0
Skip Barnhart (Director) $0 $0 $0
Will Baars (Director) $0 $0 $0
Lynn Hennagin (Director) $0 $0 $0
John Turchi (Director) $0 $0 $0
Mirjam Metcalf (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,071
Expenses
$168,483
Net Income
-$7,412
Net Assets
$87,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $314,845
> 100%
Program Services $0
Investment Income $182
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$153,956
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $87,474
Total Liabilities $0
Net Assets $87,474

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,180
Expenses
$176,992
Net Income
$26,188
Net Assets
$94,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $363,272
> 100%
Program Services $0
Investment Income $140
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$160,232
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $95,261
Total Liabilities $375
Net Assets $94,886

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$198,118
Expenses
$196,802
Net Income
$1,316
Net Assets
$68,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $377,440
> 100%
Program Services $0
Investment Income $216
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$179,538
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $68,698
Total Liabilities $0
Net Assets $68,698

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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