2024-11-15T11:28:24-06:00 2023-12-31 464013901 SOCIAL IMPACT ACCOUNTING 3542 NE MAYWOOD PL PORTLAND OR 97220 990 2023-01-01 474968611 WILLAMETTE FALLS TRUST WILL 7078457080 PO BOX 2588 OREGON CITY OR 97045 KATHERINE BROWN EXECUTIVE DIRECTOR 7078457080 2024-11-15 1 0 JACK MESPLAY P01706713 5039266003 X 2023 2024-10-15 13:58:12Z KATHERINE BROWN PO BOX 2588 OREGON CITY OR 97045 5071051 0 X WWW.WILLAMETTEFALLSTRUST.ORG X 2015 OR 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. 13 13 6 13 0 0 575715 4949714 0 0 29770 121337 0 0 605485 5071051 0 0 0 0 513798 682110 0 0 507843 1201760 902937 1715558 1585047 -1110073 3486004 9335968 12793593 125997 97618 9209971 12695975 X 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. 0 0 704248 0 0 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. 704248 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 OR X X THE ORGANIZATION 7078457080 PO BOX 2588 OREGON CITY OR 97045 ROBERT KENTTA CHAIR 2.00 X X 0 0 0 BILL DOLAN TREASURER 2.00 X X 0 0 0 ALICE NORRIS CHAIR EMERITUS 2.00 X X 0 0 0 MARIANNE ALLISON VICE CHAIR 2.00 X X 0 0 0 AARON BARBER-STRONG SECRETARY 2.00 X X 0 0 0 ANNETTE KENDALL DIRECTOR 1.00 X 0 0 0 TOBY PATRICK DIRECTOR 1.00 X 0 0 0 DELVIS HEATH DIRECTOR 1.00 X 0 0 0 CHRISTINE LEWIS DIRECTOR 1.00 X 0 0 0 JULIE VIGELAND DIRECTOR 1.00 X 0 0 0 PAM KNOWLES DIRECTOR 11.00 X 0 0 0 DAVIS WASHINES DIRECTOR 1.00 X 0 0 0 JODI BAILEY DIRECTOR 1.00 X 0 0 0 JAMES MANION DIRECTOR 1.00 X 0 0 0 MARY BAUMGARDNER DIRECTOR 1.00 X 0 0 0 ZEKE SMITH DIRECTOR 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 40.00 X 104698 0 13398 ALEXIS INGRAM DIRECTOR OF DEVELOPMENT 40.00 X 134425 0 14458 GERARD RODRIGUEZ DIRECTOR OF TRIBAL AFFAIRS 40.00 X 112890 0 8795 352013 0 36651 3 0 0 0 MASS DESIGN GROUP LTD PO BOX 171683 BOSTON MA 02117 DESIGN CONSULTING 179304 GALLATIN PUBLIC AFFAIRS 2 CENTERPOINTE DR SUITE 300 LAKE OSWEGO OR 97035 PUBLIC AFFAIRS CONSULTING 177080 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVE FL 5 NEW YORK NY 10022 DEVELOPMENT CONSULTING 131140 3 4949714 4949714 121337 121337 5071051 0 0 121337 X 118097 47239 35429 35429 449616 168492 55405 225719 26000 6832 6584 12584 41331 17586 4773 18972 47066 17885 7531 21650 14567 14567 235257 113124 1563 120570 16281 16281 489107 293260 162720 33127 352 10 170 172 22163 4203 10193 7767 22272 3139 10441 8692 8777 8 8569 200 12462 5233 4152 3077 35368 15846 13427 6095 4147 497 3049 601 RECRUITING 18408 6995 2945 8468 OTHER EXPENSES 13515 13515 TRAINING AND DEVELOPMEN 10261 3899 1642 4720 1585047 704248 372956 507843 230035 429026 3433711 2454939 5671857 9908778 365 850 9335968 12793593 125997 97618 125997 97618 X 3663304 2876175 5546667 9819800 9209971 12695975 9335968 12793593 3486004 0 X 1 X 0 0 0 X 320769 473898 783602 575715 184914 2338898 320769 473898 783602 575715 184914 2338898 196927 2141971 76197 83793 6655 26754 121337 314736 2653634 0.80720 0.46120 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNUSUAL MAJOR GIFT PLEDGED DATE: 12/31/21 AMOUNT: 5000000. DESCRIPTION: UNUSUAL MAJOR GIFT PLEDGED DATE: 12/31/23 AMOUNT: 5000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B A FULL COPY OF THE 990 DRAFT IS CIRCULATED TO THE BOARD OF DIRECTORS BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD ON AN ANNUAL SCHEDULE, AT WHICH POINT DIRECTORS ARE REMINDED OF THEIR RESPONSIBILITIES UNDER THE POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EXECUTIVE LEVEL STAFF, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS AS PART OF THE REGULAR ANNUAL BUDGETING PROCESS. COMPENSATION IS BASED ON AVAILABLE COMMUNITY SURVEYS AND/OR KNOWN COMPENSATION RATES OF SIMILARLY SITUATED ORGS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, PUBLIC COPIES OF POLICIES, AND PUBLIC COPIES OF FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMUNICATIONS AND PR: PROGRAM SERVICE EXPENSES 13,890. MANAGEMENT AND GENERAL EXPENSES 155,630. FUNDRAISING EXPENSES 28,647. TOTAL EXPENSES 198,167. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 99,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,255. PROGRAMMING CONTRACTORS: PROGRAM SERVICE EXPENSES 180,115. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,115. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,090. FUNDRAISING EXPENSES 4,480. TOTAL EXPENSES 11,570.