2023-11-04T05:30:59-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 474968611 WILLAMETTE FALLS TRUST WILL 5037440790 PO BOX 2588 OREGON CITY OR 97045 ANDREW MASON EXECUTIVE DIRECTOR 5037440790 2023-11-02 1 ANDREW MASON 999009999 1 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAM KNOWLES PO BOX 2588 OREGON CITY OR 97045 605485 0 X HTTPS://WWW.WILLAMETTEFALLSTRUST.ORG/ X 2015 OR AS THE CONTINENT'S SECOND LARGEST WATERFALL BY VOLUME, WILLAMETTE FALLS IS A PLACE WHERE MULTIPLE HISTORIES AND CULTURES CONVERGE. FOR MILLENNIA, NATIVE PEOPLES HAVE FISHED SALMON AND LAMPREY FROM THE WILLAMETTE RIVER AND GATHERED FOODS AND MATERIALS FROM ITS SHORES. TWENTIETH CENTURY INDUSTRIALIZATION THAT VITALIZED THE REGIONAL ECONOMY AT WILLAMETTE FALLS CREATED SERIOUS ECOLOGICAL AND CULTURAL DAMAGE TO THE AREA, LIMITING THE DOMESTIC RESOURCES RELIED ON BY NATIVE PEOPLES AND EARLY SETTLERS. TODAY, WILLAMETTE FALLS TRUST IS GUIDING THE WAY TO CREATE PUBLIC ACCESS FOR EVERYONE AT THE FALLS. 13 13 4 13 0 0 5783602 575715 0 0 6405 29770 250 0 5790257 605485 0 0 0 0 466681 513798 0 0 676806 1018744 1201760 1485425 1715558 4304832 -1110073 10412398 9335968 92354 125997 10320044 9209971 X WE ARE ACHIEVING THIS THROUGH INCLUSIVE COLLABORATIVE EFFORTS WITH OUR MANY PARTNERS, INCLUDING DELEGATED REPRESENTATIVES FROM THE CONFEDERATED TRIBES AND BANDS OF THE YAKAMA NATION, THE CONFEDERATED TRIBES OF SILETZ INDIANS, THE CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION, AND THE CONFEDERATED TRIBES OF WARM SPRINGS. THESE OFFICIAL TRIBAL REPRESENTATIVES LEAD THROUGH OUR TRIBAL LEADERSHIP COMMITTEE TO BRING HEALING TO THIS PLACE OF POWER. WE ARE PROUD OF OUR FOCUSED COLLABORATIVE EFFORTS AND STRONG COMMITMENT TO PUBLIC ACCESS, WHICH INCLUDES RESTORATION ADVOCACY, DEEP COMMUNITY ENGAGEMENT, AND THE PROMISE THAT ALL FUTURE GENERATIONS WILL HAVE A MEANINGFUL CONNECTION TO WILLAMETTE FALLS. 0 0 538255 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. 269127 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. 89709 JOINED THE NATIONAL HIGHLINE NETWORK TO COORDINATE ACTIVITY WITH OTHER NATIONAL PUBLIC SPACE EXEMPLARS. 897091 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 6 0 4 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 0 0 1 1 0 OR X X ANDREW MASON 5037440790 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 BOARD MEMBER 1.00 X 0 0 0 TOBY PATRICK BOARD MEMBER 1.00 X 0 0 0 DELVIS HEATH BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LEWIS EX OFFICIO 1.00 X 0 0 0 JULIE VIGELAND BOARD MEMBER 1.00 X 0 0 0 PAM KNOWLES PAST PRESIDENT 1.00 X 0 0 0 DAVIS WASHINES BOARD MEMBER 1.00 X 0 0 0 JODI BAILEY BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 40.00 X 116100 0 10612 ALEXIS INGRAM DIRECTOR OF DEVELOPMENT 40.00 X 116567 0 10714 GERARD RODRIGUEZ DIRECTOR OF TRIBAL AFFAIRS 40.00 X 103086 0 10180 335753 0 31506 3 0 0 0 0 575715 575715 29770 29770 605485 0 0 29770 X 126711 50507 27319 48885 312664 124627 67411 120626 10872 4334 2344 4194 29663 11824 6395 11444 33888 13508 7306 13074 15880 15880 70067 70067 8983 8983 1016605 571303 635 444667 26925 10732 5805 10388 49013 19537 10567 18909 2521 1005 543 973 DONOR CULTIVATION 2315 2315 9451 3767 2038 3646 1715558 897091 141661 676806 2728624 230035 2127843 3433711 5554120 5671857 1811 365 1284 1284 0 0 10412398 9335968 92354 125997 92354 125997 X 4956747 3663304 5363297 5546667 10320044 9209971 10412398 9335968 -1110073 0 X X 1 X 0 1 0 X 178225 320769 473898 783602 575715 2332209 178225 320769 473898 783602 575715 2332209 1145632 1186577 47196 76197 83793 6655 26754 240595 2572804 0.46120 0.58390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1284 1284 0 0 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. MEMBERS INCLUDE BOARD CHAIR, VICE-CHAIR, TREASURER, SECRETARY, IMMEDIATE PAST CHAIR, AND NON-VOTING EMERITA FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES THE DRAFT PRIOR TO SUBMITTING IT TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL POTENTIAL CONFLICTS ARE DISCLOSED ANNUALLY AT THE JANUARY BOARD MEETING. ANY POTENTIAL CONFLICTS ARE REVEIWED BY THE EXECUTIVE DIRECTOR AND THE BOARD EXECUTIVE COMMITTEE. DIRECTORS IN QUESTION ARE RECUSED. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR POSITION INCLUDED A REGIONAL SALARY SURVEY TO SET SALARY, LAST CONDUCTED IN JULY 2019. BOARD REVIEWED AND APPROVED SALARIES AND COMPENSATION AFTER THE SURVEY WAS CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CAMPAIGN COUNSEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 420,967. TOTAL EXPENSES 420,967. PROGRAMMING: PROGRAM SERVICE EXPENSES 329,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,950. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 241,353. MANAGEMENT AND GENERAL EXPENSES 635. FUNDRAISING EXPENSES 23,700. TOTAL EXPENSES 265,688. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR