Nonprofit · EIN 83-0799650
OREGON FAMILY SCHOOL
Tax-exempt · BEND, OR 97701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,476,575 | $10,467,245 | -$1,990,670 | $5,289,705 | $5,910,738 | -$621,033 |
| June 30, 2024 | 990 | $7,798,383 | $8,702,642 | -$904,259 | $5,564,907 | $4,040,265 | $1,524,642 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $267,120
- of which government grants
- $264,880
- Program service revenue
- $8,191,422
- Investment income
- $18,033
- Net gain from sales of assets
- $849
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $137,236
- Other salaries and wages
- $4,590,307
- Salaries, compensation and benefits (total)
- $8,819,697
- Professional fundraising fees
- $0
- Legal fees
- $20,710
- Accounting fees
- $15,665
- Occupancy
- $208,483
- Travel
- $21,917
- Depreciation
- $15,918
- Program services (functional)
- $9,991,838
- Management and general (functional)
- $475,407
Balance sheet and other
- Total assets, start of year
- $5,564,907
- Total assets, end of year
- $5,289,705
- Total liabilities, end of year
- $5,910,738
- Net assets, end of year
- -$621,033
- Land, buildings and equipment
- $113,132
- Net assets without donor restrictions
- -$621,033
- Gross receipts
- $8,476,575
- Employees
- 123
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN LORI BOGEN PHD | EXECUTIVE DIRECTOR/PRINCIP Officer | 40 | $137,235 |
| BEN ZIMMERMAN | BOARD MEMBER Trustee or director | 0.05 | $0 |
| JENNA GRUBER | BOARD MEMBER Trustee or director | 0.05 | $0 |
| RACHEL CURTISS | BOARD MEMBER Trustee or director | 0.05 | $0 |
| KRISTL WILLIAMS | SECRETARY Trustee or director | 0.05 | $0 |
| MEGAN WELCH | BOARD CHAIR Officer | 0.05 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN LORI BOGEN PHD | EXECUTIVE DIRECTOR/PRINCIP Officer | 40 | $131,070 |
| BEN ZIMMERMAN | BOARD MEMBER Trustee or director | 0.05 | $0 |
| JENNA GRUBER | BOARD MEMBER Trustee or director | 0.05 | $0 |
| RACHEL CUTISS | BOARD MEMBER Trustee or director | 0.05 | $0 |
| MEGAN WELCH | BOARD CHAIR Officer | 0.05 | $0 |
| KRISTL WILLIAMS | SECRETARY Officer | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- 21550 NE BUTLER MKT RD, BEND, OR 97701-9556
- In care of
- % LORI BOGEN
- Principal officer (990 for 2024)
- LORI BOGEN, 21530 NE BUTLER MARKET RD, BEND, OR 97701
- Signed the 990
- LORI BOGEN, EXECUTIVE DIRECTOR
- Phone
- (541) 640-6286
- Website
- OREGONFAMILYSCHOOL.COM
- Return prepared by
- SENSIBA LLP
Mission
PARTNERING WITH PARENTS TO PROVIDE A RICH, INNOVATIVE, AND EFFECTIVE HOME- BASED EDUCATION THAT NURTURES ACADEMIC SUCCESS AND PERSONAL GROWTH.
Program accomplishments
- PROVIDED K-12 CLASSROOM INSTRUCTION UNDER CHARTER AGREEMENT WITH HARNEY COUNTY SCHOOL DISTRICT NO. 4.Expenses $9,991,838 · revenue $8,209,455
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0799650
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $5,289,705
- Income (IRS master file)
- $8,476,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,476,575 | $10,467,245 | $5,289,705 | XML |
| 990 | June 2024 | $7,798,383 | $8,702,642 | $5,564,907 | XML |
| 990 | June 2023 | $6,542,753 | $6,866,011 | $5,060,103 | IRS |
| 990 | June 2022 | $5,918,282 | $5,259,887 | $4,945,380 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0799650).
Questions about OREGON FAMILY SCHOOL
- What is the EIN of OREGON FAMILY SCHOOL?
- The employer identification number (EIN) of OREGON FAMILY SCHOOL is 83-0799650.
- Is OREGON FAMILY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to OREGON FAMILY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OREGON FAMILY SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OREGON FAMILY SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON FAMILY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OREGON FAMILY SCHOOL?
- The 990 for the year ended June 30, 2025 names LORI BOGEN.
- Who are the officers and directors of OREGON FAMILY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $137,235 (SUSAN LORI BOGEN PHD, EXECUTIVE DIRECTOR/PRINCIP).
- How much revenue does OREGON FAMILY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,476,575, expenses of $10,467,245 and total assets of $5,289,705 at year end.
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