2026-04-28T07:02:31-05:00 2025-06-30 992923038 BRADY MARTZ PLLC 2537 S UNIVERSITY DRIVE FARGO ND 58103 990 2024-07-01 450422983 OAK GROVE LUTHERAN SCHOOL FOUNDATION OAKG 7012370210 124 NORTH TERRACE FARGO ND 58102 ERICA CHAFFEE INTERIM DIRECTOR OF FINANCE AND ACC 7012370210 2026-04-27 1 1 SARA LYNCH CPA P00988855 7012802100 2026-04-21 2024 2025-03-06 01:10:19Z ERICA CHAFFEE 124 NORTH TERRACE FARGO ND 58102 406019 0 X WWW.OAKGROVELUTHERAN.COM X 1992 ND PROVIDE TUITION ASSISTANCE TO OAK GROVE STUDENTS AND FINANCIAL SUPPORT FOR THE SCHOOL. 12 12 0 10 0 0 1003582 203508 0 0 10692 183273 18600 18600 1032874 405381 356000 670625 0 0 0 0 0 0 0 101861 70244 457861 740869 575013 -335488 11871351 11263528 1685302 395548 10186049 10867980 PROVIDE TUITION ASSISTANCE TO OAK GROVE STUDENTS AND FINANCIAL SUPPORT FOR THE SCHOOL. 0 0 740869 670625 THE PRIMARY PURPOSE OF THE OAK GROVE LUTHERAN SCHOOL FOUNDATION IS TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, AND TO USE OR APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, OR EDUCATIONAL PURPOSES, INCLUDING SUCH PURPOSES AS MAY BE UNDERTAKEN, APPROVED OR SUPPORTED BY THE OAK GROVE LUTHERAN SCHOOL. 740869 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MANAGEMENT 7012370210 124 NORTH TERRACE FARGO ND 58102 ZACK DAWSON DIRECTOR 0.30 X 0 0 0 DR MARILYN GUY DIRECTOR 0.30 X 0 0 0 SCOTT KJOS SECRETARY 0.30 X X 0 0 0 PATRICK CHAFFEE VICE CHAIR 0.30 X X 0 0 0 F JOHN WILLIAMS CHAIR 0.30 X X 0 0 0 CHRIS HOLSTAD DIRECTOR 0.30 X 0 0 0 MICHAEL MCNAY DIRECTOR 0.30 X 0 0 0 AUBREY ZUGER DIRECTOR 0.30 X 0 0 0 LINDSEY DIFIORE DIRECTOR 0.30 X 0 0 0 TOM LYBECK DIRECTOR 0.30 X 0 0 0 DAN PHILLIPS DIRECTOR 0.30 X 0 0 0 SHER THOMSEN DIRECTOR 0.30 X 0 0 0 MATTHEW HALLAWAY CHIEF ADVANCEMENT OFFICER 6.00 55.00 X 0 133087 0 BOB OTTERSON PRESIDENT 3.00 55.00 X 0 171320 0 0 304407 0 0 0 1 0 0 203508 203508 183911 183911 18600 0 18600 18600 18600 638 -638 -638 -638 405381 0 0 201873 670625 670625 35025 35025 915 915 1500 1500 5227 5227 6943 6943 ANNUITY PAYMENTS 10077 10077 CREDIT LOSS EXPENSE 10009 10009 HOSPITALITY 548 548 740869 740869 0 0 X 6352 15614 1549 7043 559553 459004 500 273803 112356 168389 161447 11135008 10620420 11871351 11263528 260000 700 1685302 134848 1685302 395548 X 861242 503840 9324807 10364140 10186049 10867980 11871351 11263528 X -335488 1069504 -41208 -10877 X X 0 1 X 1 0 X 138852 407405 259382 1003582 203508 2012729 138852 407405 259382 1003582 203508 2012729 1081952 930777 19240 21342 26303 29292 202511 298688 2311417 0.40270 0.39740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8019166 612866 1187899 320625 9499306 7298163 363582 613421 256000 8019166 6550396 259382 720385 232000 7298163 7100941 395151 -721696 224000 6550396 5814362 138852 1362727 215000 7100941 0.00000 0.72000 0.28000 0 0 273803 112356 161447 161447 ANNUITY CONTRACTS 134848 134848 X PART V, LINE 4: THE FOUNDATION RECEIVES AND MAINTAINS FUNDS TO PROVIDE TUITION AID AND SCHOLARSHIP SUPPORT TO THE STUDENTS OF OAK GROVE LUTHERAN SCHOOL. PART X, LINE 2: IT IS THE OPINION OF MANAGEMENT THAT THE SCHOOL HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE INCOME TAX RETURNS OF OAK GROVE LUTHERAN FOUNDATION (NOTE: OAK GROVE LUTHERAN SCHOOL IS EXEMPT FROM FILING FEDERAL FORM 990) WERE SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 OAK GROVE LUTHERAN SCHOOL 124 NORTH TERRACE FARGO ND 58102 450226473 501(C)(3) 670625 0 SCHOOL TUITION AID AND FACULTY DEVELOPMENT 1 0 PART I, LINE 2: FUNDS ARE TRANSFERRED DIRECTLY TO OAK GROVE LUTHERAN SCHOOL ON BEHALF OF THE STUDENTS RECEIVING THE SCHOLARSHIPS, ENSURING ALL SCHOLARSHIPS ARE USED FOR THEIR INTENDED PURPOSE OF TUITION ASSISTANCE. 0 0 0 0 0 0 0 0 0 BOB OTTERSON PRESIDENT 0 171320 0 0 0 0 0 0 0 0 0 171320 0 0 OAK GROVE LUTHERAN SCHOOL SUPPORTS THE OPERATIONS AND NEEDS OF OAK GROVE LUTHERAN SCHOOL DONATIONS/SUPPORT FOR OAK GROVER LUTHERAN SCHOOL X 700 700 0 1 0 700 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES AN ELECTRONIC COPY OF THE 990, THEY REVIEW IT AT A REGULAR MEETING OF THE BOARD OF TRUSTEES, AND APPROVE IT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR DISTRIBUTING, COLLECTING, AND REVIEWING THE CONFLICT OF INTEREST POLICY OF EACH GOVERNING MEMBER. ALL BUSINESS TRANSACTED BY THE OAK GROVE LUTHERAN SCHOOL FOUNDATION FLOWS THROUGH THE BUSINESS OFFICE, SO ANY TRANSACTIONS THAT INVOLVE THE GOVERNING MEMBERS, AFFILIATED ORGANIZATIONS, OR THE ADMINISTRATION ARE INDIVIDUALLY EVALUATED TO ENSURE NO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CALCULATED VALUE OF ANNUITIES 20,572. UNREALIZED CHANGE IN PLEDGES RECEIVABLE -31,449. FORM 990, PART XII, LN 2C THE POLICIES AND PROCEDURES IN PLACE FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE ANNUAL AUDIT HAVE NOT CHANGED DURING THE CURRENT YEAR. OAK GROVE FOUNDATION PROPERTIES LLC 124 N TERRACE FARGO ND 58102 452743236 PROPERTY MANAGEMENT ND 18600 177061 OAK GROVE LUTHERAN SCHOOL FOUNDTION OAK GROVE LUTHERAN SCHOOL 124 NORTH TERRACE FARGO ND 58102 450226473 ACADEMICS ND 501(C)(3) LINE 2 N/A 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 OAK GROVE LUTHERAN SCHOOL B 670625 CASH GRANTS OAK GROVE FOUNDATION PROPERTIES LLC A 18600 RENT