2019-11-14T15:20:10-06:00 2018-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2018-01-01 474968611 REDISCOVER THE FALLS REDI 5037440790 PO BOX 2588 OREGON CITY OR 97045 ANDREW MASON EXECUTIVE DIRECTOR 5037440790 2019-11-04 1 KARIN S WANDTKE P00172715 5032270581 50.204.228.78 2019-11-04 18:29:54 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FA9676FDB5E3B5CC3D00C9F643EA12EB39A2C68D 2018 2020-03-31 21:24:44Z X WILLAMETTE FALLS TRUST ALICE NORRIS PO BOX 2588 OREGON CITY OR 97045 225421 0 X HTTPS://WWW.WILLAMETTEFALLSTRUST.ORG/ X 2015 OR THE MISSION OF REDISCOVER THE FALLS IS 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. 9 9 2 25 0 0 5180511 178225 0 0 6470 47196 0 0 5186981 225421 0 0 0 0 0 121321 12188 41398 151058 93999 96552 106187 259271 5080794 -33850 5105875 5067329 5939 1243 5099936 5066086 X THE MISSION OF REDISCOVER THE FALLS IS 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 15720 SPEARHEAD PRIVATE FUNDRAISING CAMPAIGNCONDUCTED WEEKLY TOURS. MADE PUBLIC PRESENTATIONS. SOUGHT PHILANTHROPIC INVESTMENT FROM MULTIPLE PRIVATE SOURCES. DRAFTED CAMPAIGN PLAN FOR $15M PHILANTHROPIC CAMPAIGN. 15720 ADVANCE COMMUNITY ENGAGEMENT RELATING TO WILLAMETTE FALLS LEGACY PROJECT INITIATIVESESTABLISHED VOLUNTEER PROGRAM. ESTABLISHED VOLUNTEER TOUR GUIDE PROGRAM, CAMPAIGN CABINET, AND AMBASSADOR COUNCIL. SUCCESSFULLY RECRUITED VOLUNTEER TOUR GUIDES, NEW BOARD MEMBERS, CAMPAIGN CABINET MEMBERS, AND AMBASSADOR COUNCIL MEMBERS. PARTICIPATED IN TWO WEEKEND-LONG PUBLIC TOUR OFFERINGS.PURPOSES. 15720 ENSURE WILLAMETTE FALLS TRUST IS A FULLY FUNCTIONING AND SUSTAINABLE ORGANIZATIONHIRED EXECUTIVE DIRECTOR AND CAMPAIGN DIRECTOR. PREPARED TO RECRUIT CAMPAIGN OPERATIONS MANAGER AND CONTRACT FINANCIAL SUPPORT. STRENGTHENED TRUST BOARD AND VOLUNTEER SUPPORT. APPROVED BUSINESS PLAN FOR CAMPAIGN. APPROVED CRITICAL CAMPAIGN POLICIES: GIFT ACCEPTANCE, GIFT AUTHORIZATION, INVESTMENT. 47160 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 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 1 5 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 ALICE NORRIS CHAIR 5.00 X X 0 0 0 DAVID JUDD VICE-CHAIR 5.00 X X 0 0 0 JONATHAN STONE TREASURER 5.00 X X 0 0 0 KENT ZIEGLER SECRETARY 3.00 X X 0 0 0 CARLOTTA COLLETTE BOARD MEMBER 2.00 X 0 0 0 JODI BAILEY BOARD MEMBER 2.00 X 0 0 0 JIM DESMOND BOARD MEMBER 2.00 X 0 0 0 BOB HALL BOARD MEMBER 2.00 X 0 0 0 BOB TACKETT BOARD MEMBER 2.00 X 0 0 0 SHELLY PARINI BOARD MEMBER 2.00 X 0 0 0 ANDREW MASON EXECUTIVE DIRECTOR 40.00 X 66995 0 1562 66995 0 1562 0 0 0 0 0 150000 28225 178225 47196 47196 225421 0 0 47196 X 68557 29797 33791 4969 41218 2061 6183 32974 1411 409 508 494 10135 2942 3704 3489 1973 1973 41398 41398 77525 7790 9386 60349 5837 1425 1885 2527 6099 1488 1970 2641 3832 935 1238 1659 428 104 138 186 858 209 277 372 259271 47160 61053 151058 67942 70354 5006470 4918666 72500 30000 250 5024 1284 499 1213 785 5105875 5067329 5939 1243 5939 1243 X 5096220 5056080 3716 10006 5099936 5066086 5105875 5067329 -33850 0 X X 1 X 0 1 0 X 49200 5180511 178225 5407936 49200 5180511 178225 5407936 4890768 517168 6470 47196 53666 5461602 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1284 499 785 785 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. X X X 1 CAMPBELL & COMPANY 1200 6TH AVE 600 SEATTLE WA 98101 CAMPAIGN COUNSELING 0 0 16116 -16116 CLARINDA WHITE 1350 4TH STREET COLUMBIA CITY OR 97018 CAMPAIGN PLAN AND CULTIVATION 0 0 20907 -20907 37023 -37023 OR 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 FALL 2017. NO SALARIES WERE PAID UNTIL 2018. 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 7,790. MANAGEMENT AND GENERAL EXPENSES 9,386. FUNDRAISING EXPENSES 5,964. TOTAL EXPENSES 23,140. BRANDING AND MARKETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 54,385. TOTAL EXPENSES 54,385. PART XII, LINE 2 C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.