Willamette Falls Trust
- Assets
- $12.8m
- Revenue
- $5.1m
- Investments
- $0.0
- Employees
- 6
- Location
- Oregon City, OR
- Founding
- 02/2016
- Data as of
- 12/2023
- EIN
- 47-4968611
Organization Overview
Willamette Falls Trust is located in Oregon City, OR. The organization was established in 2016. According to its NTEE Classification (C30) the organization is classified as: Natural Resources Conservation & Protection, under the broad grouping of Environment and related organizations. As of 12/2023, Willamette Falls Trust employed 6 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Willamette Falls Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Willamette Falls Trust generated $5.1m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $1.6m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO CHAMPION AND SUSTAIN AN EXCEPTIONAL WILLAMETTE FALLS EXPERIENCE THAT OFFERS YEAR-ROUND CONNECTION TO THE GRANDEUR OF THE FALLS, HISTORIC AND CULTURAL INTERPRETATION, HEALTHY HABITAT, PUBLIC OPEN SPACES, AND ELEVATES TRIBAL VOICES AND INTERESTS IN THE FALLS AND ITS WATERWAY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUCCESSFULLY ENGAGED ADDITIONAL PARTNERS, INCLUDING THE LOCKS AUTHORITY, THE HERITAGE AREA, THE CITY OF WEST LINN, AND PORTLAND GENERAL ELECTRIC TO DEVELOP A WILLAMETTE FALLS VISION FOR THE FALLS' WEST SIDE. SECURED AN ADDITIONAL FUNDING FOR CAPITAL PROJECT WORK AT WILLAMETTE FALLS. ADVANCED DESIGN RECOMMENDATIONS THROUGH INDIGENOUS COMMUNITY ENGAGEMENT, USING THEM TO DEVELOP A CONCEPT VISION FOR MOORE'S ISLAND ON THE WEST SIDE OF WILLAMETTE FALLS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Kentta Chair | OfficerTrustee | 2 | $0 |
Bill Dolan Treasurer | OfficerTrustee | 2 | $0 |
Alice Norris Chair Emeritus | OfficerTrustee | 2 | $0 |
Marianne Allison Vice Chair | OfficerTrustee | 2 | $0 |
Aaron Barber-Strong Secretary | OfficerTrustee | 2 | $0 |
Annette Kendall Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gallatin Public Affairs Public Affairs Consulting | 12/30/23 | $177,080 |
Mass Design Group Ltd Design Consulting | 12/30/23 | $179,304 |
Community Counseling Service Co Llc Development Consulting | 12/30/23 | $131,140 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,949,714 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,949,714 |
| Total Program Service Revenue | $0 |
| Investment income | $121,337 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,071,051 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $118,097 |
| Compensation of current officers, directors, key employees. | $35,429 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $449,616 |
| Pension plan accruals and contributions | $26,000 |
| Other employee benefits | $41,331 |
| Payroll taxes | $47,066 |
| Fees for services: Management | $14,567 |
| Fees for services: Legal | $235,257 |
| Fees for services: Accounting | $16,281 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $489,107 |
| Advertising and promotion | $352 |
| Office expenses | $22,163 |
| Information technology | $22,272 |
| Royalties | $0 |
| Occupancy | $8,777 |
| Travel | $12,462 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $35,368 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,147 |
| All other expenses | $0 |
| Total functional expenses | $1,585,047 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $429,026 |
| Savings and temporary cash investments | $2,454,939 |
| Pledges and grants receivable | $9,908,778 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $850 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $12,793,593 |
| Accounts payable and accrued expenses | $97,618 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $97,618 |
| Net assets without donor restrictions | $2,876,175 |
| Net assets with donor restrictions | $9,819,800 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,793,593 |