2021-10-19T15:11:34-05:00 2020-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2020-01-01 474968611 WILLAMETTE FALLS TRUST WILL 5037440790 PO BOX 2588 OREGON CITY OR 97045 ANDREW MASON EXECUTIVE DIRECTOR 5037440790 2021-10-14 1 ANDREW MASON 999009999 KARIN S WANDTKE P00172715 5032270581 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAM KNOWLES PO BOX 2588 OREGON CITY OR 97045 557691 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 2320769 473898 0 0 76197 83793 0 0 2396966 557691 0 0 0 0 283323 304739 0 0 176123 655131 762338 938454 1067077 1458512 -509386 6636479 6051940 111881 36728 6524598 6015212 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 131142 'WE HAVE SUCCESSFULLY ENGAGED BRINK COMMUNICATIONS, A LOCAL, FULL-SERVICE COMMUNICATIONS FIRM THAT SPECIALIZES IN LARGE-SCALE, MISSION-DRIVEN PROJECTS IN URBAN INNOVATION, SOCIAL JUSTICE, AND BUILDING HEALTHY COMMUNITIES TO EXPAND OUR SCIAL MEDIA FOOTPRINT AND SECURE HIGH PROFILE MEDIA STORIES 466022 PRODUCED DESIGN RECOMMENDATIONS AND A PROGRAMMING VISION FOR THE WILLAMETTE FALLS LEGACY PROJECT 8924 COORDINATED INDIGENOUS COMMUNITY ENGAGEMENT WITH SIX COMMUNITIES WITH A VESTED INTEREST IN THE FALLS. SECURED BOARD MEMBERS REPRESENTING FIVE OF THE SIX COMMUNITIES 606088 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 1 1 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 JODI BAILEY 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 DAVID JUDD VICE CHAIR 2.00 X X 0 0 0 JOE BUCK SECRETARY 2.00 X X 0 0 0 MARIANNE ALLISON BOARD MEMBER 1.00 X 0 0 0 AARON BARBER-STRONG BOARD MEMBER 1.00 X 0 0 0 ANNETTE KENDALL BOARD MEMBER 1.00 X 0 0 0 ARMAND MINTHORN BOARD MEMBER 1.00 X 0 0 0 CARLOTTA COLLETTE BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LEWIS BOARD MEMBER 1.00 X 0 0 0 JON GEORGE BOARD MEMBER 1.00 X 0 0 0 ROBERT KENTTA BOARD MEMBER 1.00 X 0 0 0 DAVIS WASHINES BOARD MEMBER 1.00 X 0 0 0 PAM KNOWLES BOARD MEMBER 1.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 40.00 X 109244 0 9752 109244 0 9752 1 0 0 0 0 300000 173898 473898 83793 83793 557691 0 0 83793 X 118996 46409 45218 27369 146643 58379 54841 33423 3162 1233 1202 727 16387 6391 6227 3769 19551 7625 7429 4497 483288 466022 17266 2933 2933 8204 8204 240120 12133 131412 96575 10896 4292 4109 2495 2691 1060 1015 616 358 141 135 82 2258 889 852 517 DONOR CULTIVATION 7747 2574 5173 3843 1514 1449 880 1067077 606088 284866 176123 234050 460239 6332188 5378365 68587 211056 1297 2280 1284 1284 357 0 6636479 6051940 111881 36728 111881 36728 X 6514598 5881593 10000 133619 6524598 6015212 6636479 6051940 -509386 0 X X 1 X 0 1 0 X 49200 180511 178225 320769 473898 1202603 49200 180511 178225 320769 473898 1202603 121675 1080928 6470 47196 76197 83793 213656 1416259 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 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 3 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 A, LINE 4 BYLAWS WERE AMENDED TO INCREASE THE NUMBER OF POTENTIAL BOARD MEMBERS TO REFLECT HOLDING SPACE FOR NATIVE REPRESENTATIVES FROM EACH OF THE FIVE CONFEDERATED TRIBES THE ORGANIZATION WORKS WITH. 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 OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 12,133. MANAGEMENT AND GENERAL EXPENSES 131,412. FUNDRAISING EXPENSES 96,575. TOTAL EXPENSES 240,120. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR