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Oregon · Nonprofit

LAKE OSWEGO ROTARY FOUNDATION INC

LAKE OSWEGO ROTARY FOUNDATION INC (Oregon) receives grants from 7 organizations whose IRS filings report $91,195 to it, the largest being LAURA D WANSER FOUNDATION ($35,000). 4 of them have funded it in more than one year.

Revenue FY2024
$416k
Funders on record
7
Grants received
$91k
Net assets
$184k
4/7 repeat funderspeak grant-dependency 6%
01What it does

What Lake Oswego Rotary Foundation Inc does

Mission

The lo rotary foundations mission is to further the humanitarian goals ofrotary international by generating funds for scholarship and grants and providingmaterials to improve the lives of those in need within the local community andsupporting selected rotary projects ww.

As stated on its FY2024 Form 990.

Programs

  1. Support of international projects in central and south america, africa and the middle east. Projects include support for building schools and educational infratructure, sanitation & water projects, supporting girls & women by providing access to education, support with response to natural disasters.

    $70,476 spentof which $70,476 as grants
    34% of program spending

  2. Support for lakewood center for the arts, a community multi-arts theatre facility whose goals include the sponsorship and coordination of education and cultural programming in visual arts, theatre and community events.

    $62,250 spentof which $62,250 as grants
    30% of program spending

  3. Service above self excellence in educational awards - recognize a community of dedicated citizens, educators and students who contribute to others and to education, many other activities.

    $22,429 spentof which $14,000 as grants$25,923 earned by the program
    11% of program spending

  4. Support of youth services including dictionaries for all lake oswego 3rd graders, rotary youth leadership awards, provide opportunity and funds for students to attend world affairs seminar, international youth exchange activities, support of high school intereact activities, 4 scholarships awarded to high school seniors awarded

    $20,568 spentof which $20,018 as grants
    10% of program spending

  5. Activities to promote peace within our community and internationally

    $14,193 spentof which $13,850 as grants
    7% of program spending

  6. Lobster feed beneficiaries

    $10,000 spentof which $10,000 as grants
    5% of program spending

  7. Small grants awarded to local and community nonprofit organizations

    $7,500 spentof which $7,500 as grants
    4% of program spending

The 7 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $207,416.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($257k) Expenses 100 ($137k) Net assets 100 ($324k)2018 Revenue 54 ($139k) Expenses 271 ($370k) Net assets 28 ($92k)2019 Revenue 134 ($345k) Expenses 233 ($319k) Net assets 36 ($118k)2020 Revenue 55 ($142k) Expenses 117 ($160k) Net assets 63 ($204k)2022 Revenue 174 ($446k) Expenses 237 ($323k) Net assets 90 ($292k)2023 Revenue 135 ($346k) Expenses 258 ($353k) Net assets 92 ($299k)2024 Revenue 162 ($416k) Expenses 316 ($431k) Net assets 57 ($184k)
2017201820192020202220232024
Revenue (162)Expenses (316)Net assets (57)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $325k to $118k (−64%).

$325k
$118k
$118k
$212k
$306k
$344k
$199k
2017201820192020202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 7 reported years ran a deficit.

$120k
’17
−$230k
’18
$26k
’19
−$18k
’20
$123k
’22
−$7k
’23
−$16k
’24
4.0
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

2017201820192020202220232024
Listed23202119181921
Joined·+2+3+10·+8+9
No longer listed·5212·77
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $5k → $19k.

Funder
'17
'18
'20
'21
'22
'23
'24*
'25*
'26*
total
funders
1
2
2
2
4
3
1
2
1

2 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of LAKE OSWEGO ROTARY FOUNDATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

LAKE OSWEGO ROTARY FOUNDATION INC leans on a few funders — its largest provides 38% of grant income and the top three 85%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

38%
largest funder
85%
top three
~4
effective funders

Largest funder’s share by year: 2017 100% · 2018 83% · 2020 99% · 2021 100% · 2022 53% · 2023 86% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

53% of LAKE OSWEGO ROTARY FOUNDATION INC's grant income comes from Oregon funders.

OR
DE
AZ

In-state vs out-of-state, by year

’17
’18
’20
’21
’22
’23
Oregon out of state home

Funder states come from each funder’s own filing. $1k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like LAKE OSWEGO ROTARY FOUNDATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oregon

Newberg Rotary Foundation78%Lake Oswego School District Foundation Inc77%Rotary Club of Coos Bay-North Bend Or77%Ashland Rotary Foundation76%Rotary International District 511076%Roseburg Rotary Foundation76%Eugene Southtowne Rotory Club76%Rotary Club of Lakeview Oregon Foundatio75%

Nationally

Lincoln Rotary Club 14 Foundation83%Rotary Club of Lake Minnetonka- Excelsior Inc82%Lansing Rotary Foundation82%Rotary International District 6250 Inc81%Lacey Rotary Foundation81%Stillwater Sunrise Rotary Club80%Rotary International Rotary Club of Carroll Creek Inc80%Rotary International- Newark Rotary Club80%
05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

48% of spending goes to programs.

Program 48%Management 0%Fundraising 52%

Governance

21
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OR

Part of a family of 1 related entity

  • Rotary International · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for LAKE OSWEGO ROTARY FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds LAKE OSWEGO ROTARY FOUNDATION INC?
LAKE OSWEGO ROTARY FOUNDATION INC (Oregon) receives grants from 7 organizations whose IRS filings report $91,195 to it, the largest being LAURA D WANSER FOUNDATION ($35,000). 4 of them have funded it in more than one year.
How many funders does LAKE OSWEGO ROTARY FOUNDATION INC have?
IRS filings report 7 organizations giving $91,195 in grants to LAKE OSWEGO ROTARY FOUNDATION INC, 4 of which have funded it in more than one year.
Who is the largest funder of LAKE OSWEGO ROTARY FOUNDATION INC?
LAURA D WANSER FOUNDATION is the largest funder on record, with $35,000 in grants. The full list of funders is on this page.
How can an organization like LAKE OSWEGO ROTARY FOUNDATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing