Civic Intelligence

Westwind Stewardship Group

EIN 20-1627314 • 501(c)3 • Portland, OR

Profile

The westwind stewardship group inspires people to be stewards of the environment and their communities by conserving westwind's diverse ecosystems in perpetuity and fostering life-changing experiences for children, families, individuals, and groups.

5933 NE Win Sivers 202Portland, OR 97220

www.westwind.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.35x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.03x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.0%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$5,136,784

Up $1,077,691 (+27%) from 2023

Liabilities

Up

$1,803,287

Up $1,419,679 (+370%) from 2023

Net Assets

Down

$3,333,497

Down $341,988 (-9.3%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin13th percentile

Revenue

Up

$1,748,164

Up $450 (+0.0%) from 2023

Expenses

Up

$2,100,939

Up $201,666 (+11%) from 2023

Net Income

Down

-$352,775

Down $201,216 (-133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,741,352Liabilities 2010: $90,217Net Assets 2010: $3,651,1352010Assets 2011: $3,615,933Liabilities 2011: $57,839Net Assets 2011: $3,558,0942011Assets 2012: $3,670,563Liabilities 2012: $58,106Net Assets 2012: $3,612,4572012Assets 2013: $3,696,811Liabilities 2013: $87,247Net Assets 2013: $3,609,5642013Assets 2014: $3,938,733Liabilities 2014: $207,624Net Assets 2014: $3,731,1092014Assets 2015: $3,896,381Liabilities 2015: $204,857Net Assets 2015: $3,691,5242015Assets 2016: $4,045,028Liabilities 2016: $296,543Net Assets 2016: $3,748,4852016Assets 2017: $4,012,693Liabilities 2017: $342,521Net Assets 2017: $3,670,1722017Assets 2018: $3,991,405Liabilities 2018: $400,608Net Assets 2018: $3,590,7972018Assets 2019: $4,032,313Liabilities 2019: $517,339Net Assets 2019: $3,514,9742019Assets 2020: $3,732,338Liabilities 2020: $301,476Net Assets 2020: $3,430,8622020Assets 2021: $4,189,393Liabilities 2021: $439,663Net Assets 2021: $3,749,7302021Assets 2022: $4,309,502Liabilities 2022: $494,664Net Assets 2022: $3,814,8382022Assets 2023: $4,059,093Liabilities 2023: $383,608Net Assets 2023: $3,675,4852023Assets 2024: $5,136,784Liabilities 2024: $1,803,287Net Assets 2024: $3,333,4972024

Highlighted filing

2024

Assets$5,136,784
Liabilities$1,803,287
Net Assets$3,333,497
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $518,8152010Expenses 2011: $487,6122011Expenses 2012: $490,9992012Revenue 2013: $532,702Expenses 2013: $535,595Net Income 2013: -$2,8932013Revenue 2014: $1,066,411Expenses 2014: $944,866Net Income 2014: $121,5452014Revenue 2015: $1,069,315Expenses 2015: $1,108,900Net Income 2015: -$39,5852015Revenue 2016: $1,308,685Expenses 2016: $1,251,724Net Income 2016: $56,9612016Revenue 2017: $1,274,174Expenses 2017: $1,352,487Net Income 2017: -$78,3132017Revenue 2018: $1,189,668Expenses 2018: $1,269,043Net Income 2018: -$79,3752018Revenue 2019: $1,334,120Expenses 2019: $1,418,344Net Income 2019: -$84,2242019Revenue 2020: $851,045Expenses 2020: $943,275Net Income 2020: -$92,2302020Revenue 2021: $1,593,206Expenses 2021: $1,284,622Net Income 2021: $308,5842021Revenue 2022: $1,825,787Expenses 2022: $1,743,629Net Income 2022: $82,1582022Revenue 2023: $1,747,714Expenses 2023: $1,899,273Net Income 2023: -$151,5592023Revenue 2024: $1,748,164Expenses 2024: $2,100,939Net Income 2024: -$352,7752024

Highlighted filing

2024

Revenue$1,748,164
Expenses$2,100,939
Net Income-$352,775
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,136,784
Liabilities
$1,803,287
Net assets
$3,333,497
Revenue
$1,748,164
Expenses
$2,100,939
Net income
-$352,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$1.80$3.33$1.75$2.10$0.35
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.38$3.68$1.75$1.90$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.49$3.81$1.83$1.74$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.19$0.44$3.75$1.59$1.28$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.73$0.30$3.43$0.85$0.94$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.52$3.51$1.33$1.42$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.40$3.59$1.19$1.27$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.01$0.34$3.67$1.27$1.35$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.05$0.30$3.75$1.31$1.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.20$3.69$1.07$1.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.21$3.73$1.07$0.94$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.09$3.61$0.53$0.54$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.06$3.61$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.06$3.56$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.09$3.65$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$1,788,658
Mission and Program Overview

Mission

We will conserve the westwind site in perpetuity; foster life-changing outdoor experiences for all children, families, and groups; and promote environmental stewardship as a basis for sustainable living.

The westwind stewardship group inspires people to be stewards of the environment and their communities by conserving westwind's diverse ecosystems in perpetuity and fostering life-changing experiences for children, families, individuals, and groups.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,671,957$4,286,006▲ $614,049
Savings and Temporary Cash Investments$163,625$642,175▲ $478,550
Investments in Publicly Traded Securities$71,319$98,939▲ $27,620
Cash and Non-Interest-Bearing Accounts$19,668$42,251▲ $22,583
Accounts Receivable$54,331$30,953▼ $23,378
Prepaid Expenses and Deferred Charges$20,115$19,472▼ $643
Inventories for Sale or Use$5,990$5,990→ $0
Total Assets$4,059,093$5,136,784▲ $1,077,691
Other Assets Total$52,088$10,998▼ $41,090
Liabilities
Deferred Revenue$202,711$1,676,202▲ $1,473,491
Accounts Payable and Accrued Expenses$77,032$82,473▲ $5,441
Mortgage Notes Payable Secured by Investment Property$54,567$37,495▼ $17,072
Other Liabilities$49,298$7,117▼ $42,181
Total Liabilities$383,608$1,803,287▲ $1,419,679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,548,399$3,234,558▼ $313,841
Net Assets With Donor Restrictions$127,086$98,939▼ $28,147
Total Net Assets Fund Balance$3,675,485$3,333,497▼ $341,988
Total Liabilities and Net Assets / Fund Balance$4,059,093$5,136,784▲ $1,077,691

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,044,493$965,806$2,010,299
Land$1,800,000-$1,800,000
Other Land Buildings$920,195$159,706$1,079,901
Leasehold Improvements$329,339$248,593$577,932
Equipment$191,979$207,580$399,559

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$84,586-▲ $14,353-$98,939
2023$70,125-▲ $14,461-$84,586
2022$84,874-▼ $14,749-$70,125
2021$74,144-▲ $11,810$1,080$84,874
2020$64,570-▲ $9,574-$74,144
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andy LindbergExecutive DirectorFT$106,495$8,519$115,014

Board Members and Trustees

NameTitle
Elizabeth TurnbullPresident
Megan CogswellVice President
Sarah AmesSecretary
Imo TalbertSteward
Jen TurnerSteward
Karen BelseySteward
Katie MurphySteward
Kim TaylorSteward
Lewis FranklinSteward
Michelle DerdenSteward
Shannon HodgenSteward
Nathan LeamyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,236
Program Service Revenue
$1,431,000
Investment Income
$6,557
Other Revenue
$33,371
All Other Contributions
$277,236
Change in Net Assets
$-352,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,315,867
Other Expenses$785,072
Total Fundraising Expense$183,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$850,563$81,460$116,067$1,048,090
Depreciation Depletion$128,394--$128,394
Current Officers, Directors, Trustees, and Key Employees$93,338$8,939$12,737$115,014
Office Expenses$23,216$49,537$33,124$105,877
Payroll Taxes$74,966$7,180$10,230$92,376
Insurance$74,886$8,070-$82,956
Other Employee Benefits$44,495$4,261$6,072$54,828
Travel$38,596--$38,596
Other Expenses$10,180$13,705$4,409$28,294
Fees for Services Accounting$8,873$4,365-$13,238
Fees for Services Other$5,617--$5,617
Pension Plan Contributions$4,511$432$616$5,559
Advertising$1,350--$1,350
Total Functional Expenses$1,739,735$177,949$183,255$2,100,939
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$7,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 will be reviewed by the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy requires written disclosure at the first board meeting each year, which is typically in january. In addition, the small and active nature of the board means members are constantly aware of one another's activities.”

Form 990, Part VI, Section B, Line 15A

“The base salary for the executive director was set in a prior year. The process involved reviewing salaries of nearby executive directors combined with advice from an external consultant. Annual salary is reviewed by the board as part of budget process.”

Form 990, Part VI, Section C, Line 19

“Conflict of interest policy and governing documents are available upon request. The organization does not receive audited financial statements and requests for financial information are referred to form 990.”

Filing and Contact Details

Filer

Filer Name
Westwind Stewardship Group
EIN
20-1627314
Phone
5419942383
Address
5933 NE WIN SIVERS 202, PORTLAND, OR 97220

Signing Officer

Name
Elizabeth Turnbull
Title
President
Phone
5419942383
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Turnbull
Formed
2004
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
76
Volunteers
100

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Karin S Wandtke
Phone
5032270581
Raw XML AppendixShowing 400 of 512 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE WESTWIND STEWARDSHIP GROUP INSPIRES PEOPLE TO BE STEWARDS OF THE ENVIRONMENT AND THEIR COMMUNITIES BY CONSERVING WESTWIND'S DIVERSE ECOSYSTEMS IN PERPETUITY AND FOSTERING LIFE-CHANGING EXPERIENCES FOR CHILDREN, FAMILIES, INDIVIDUALS, AND GROUPS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4STEWARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt7STEWARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt11STEWARD
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IRS990/MissionDesc0THE WESTWIND STEWARDSHIP GROUP INSPIRES PEOPLE TO BE STEWARDS OF THE ENVIRONMENT AND THEIR COMMUNITIES BY CONSERVING WESTWIND'S DIVERSE ECOSYSTEMS IN PERPETUITY AND FOSTERING LIFE-CHANGING EXPERIENCES FOR CHILDREN, FAMILIES, INDIVIDUALS, AND GROUPS.
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IRS990/ProgramServiceRevenueGrp/Desc2FOOD & BEVERAGE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1408703
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IRS990/ProgSrvcAccomActy2Grp/Desc0GROUP AND CABIN RENTALS: GROUPS LARGELY SELF-DIRECT THEIR WESTWIND EXPERIENCE, WITH ORIENTATION AND GUIDANCE FROM WESTWIND STAFF. THROUGH WESTWIND'S RUSTIC ACCOMMODATIONS, FOOD SERVICE OPTIONS (WHICH FOCUS ON REGIONAL SOURCING AND SCRATCH COOKING), AND SELF-CONTAINED FACILITY (FOR EXAMPLE, WATER IS SOURCED AND TREATED ON THE SITE), GUESTS LEARN PRACTICAL KNOWLEDGE ABOUT SELF-RELIANCE, SUSTAINABILITY, ENVIRONMENTAL STEWARDSHIP, AND LIVING LIGHTLY ON THE LAND.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0408703
IRS990/ProgSrvcAccomActy3Grp/Desc0FOOD SERVICE/CATERING: WESTWIND PROVIDES CATERING SERVICES FOR RENTAL GROUPS AND EVENTS THAT TAKE PLACE AT WESTWIND.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0202361
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