2022-07-13T11:41:00-05:00 2021-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-01-01 474968611 WILLAMETTE FALLS TRUST WILL 5037440790 PO BOX 2588 OREGON CITY OR 97045 ANDREW MASON EXECUTIVE DIRECTOR 5037440790 2022-07-08 1 ANDREW MASON 999009999 KARIN S WANDTKE P00172715 5032270581 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAM KNOWLES PO BOX 2588 OREGON CITY OR 97045 5790257 0 X HTTPS://WWW.WILLAMETTEFALLSTRUST.ORG/ X 2015 OR TO CHAMPION AND SUSTAIN A WORLD-CLASS WILLAMETTE FALLS EXPERIENCE THAT OFFERS YEAR-ROUND ACCESS TO THE GRANDEUR OF THE FALLS, HISTORIC AND CULTURAL INTERPRETATION, HEALTHY HABITAT, PUBLIC OPEN SPACES, AND THAT SHOWCASES THE HOSPITALITY OF HISTORIC OREGON CITY. 15 14 4 10 0 0 473898 5783602 0 0 83793 6405 0 250 557691 5790257 0 0 0 0 304739 466681 0 0 631701 762338 1018744 1067077 1485425 -509386 4304832 6051940 10412398 36728 92354 6015212 10320044 TO CHAMPION AND SUSTAIN A WORLD-CLASS WILLAMETTE FALLS EXPERIENCE THAT OFFERS YEAR-ROUND ACCESS TO THE GRANDEUR OF THE FALLS, HISTORIC AND CULTURAL INTERPRETATION, HEALTHY HABITAT, PUBLIC OPEN SPACES, AND THAT SHOWCASES THE HOSPITALITY OF HISTORIC OREGON CITY. 0 0 223290 SUCCESSFULLY ENGAGED ADDITIONAL PARTNERS TO EXPLORE A BROADER WILLAMETTE FALLS VISION, INCLUDING THE LOCKS AUTHORITY, THE HERITAGE AREA, THE CITY OF WEST LINN, AND PORTLAND GENERAL ELECTRIC. SECURED AN ADDITIONAL FUNDING FOR CAPITAL PROJECT WORK AT WILLAMETTE FALLS. 352339 COMPLETED DESIGN RECOMMENDATIONS THROUGH INDIGENOUS COMMUNITY ENGAGEMENT AND BROADENED APPLICABILITY OF THESE RECOMMENDATIONS TO ANY PROJECTS RELATING TO THE FALLS, AND MOST PROJECTS ALONG THE LOWER WILLAMETTE RIVER. 575629 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 4 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 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 BOARD MEMBER 1.00 X 0 0 0 JULIE VIGELAND BOARD MEMBER 1.00 X 0 0 0 PAM KNOWLES BOARD MEMBER 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 DAVID JUDD BOARD MEMBER 1.00 X 0 0 0 JOE BUCK BOARD MEMBER 2.00 X 0 0 0 ARMAND MINTHORN BOARD MEMBER 1.00 X 0 0 0 CARLOTTA COLLETTE BOARD MEMBER 1.00 X 0 0 0 JON GEORGE BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 40.00 X 104026 0 9933 ALEXIS INGRAM CAMPAIGN DIRECTOR 40.00 X 101069 0 9424 205095 0 19357 2 0 0 0 0 5783602 5783602 6405 6405 MISCELLANEOUS 900099 250 250 250 5790257 0 0 6655 X 113959 45424 24570 43965 287937 114771 62079 111087 7165 2856 1545 2764 26093 10401 5625 10067 31527 12567 6797 12163 16706 16706 20177 5348 14829 8308 8308 903951 361277 124960 417714 24787 9880 5344 9563 29652 11819 6393 11440 1387 553 299 535 DONOR CULTIVATION 11977 16 252 11709 1799 717 388 694 1485425 575629 278095 631701 460239 2728624 5378365 2127843 211056 5554120 2280 1811 1284 1284 0 0 6051940 10412398 36728 92354 36728 92354 X 5881593 4956747 133619 5363297 6015212 10320044 6051940 10412398 4304832 0 X X 1 X 0 1 0 X 180511 178225 320769 473898 783602 1937005 180511 178225 320769 473898 783602 1937005 677416 1259589 6470 47196 76197 83793 6655 220311 2157316 0.58390 0.76320 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 REVIEWS AND APPROVES 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 369,368. TOTAL EXPENSES 369,368. PROGRAMMING: PROGRAM SERVICE EXPENSES 350,588. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,588. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,689. MANAGEMENT AND GENERAL EXPENSES 124,960. FUNDRAISING EXPENSES 48,346. TOTAL EXPENSES 183,995. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR