Civic Intelligence

Willamette Valley Wine Foundation

EIN 87-3700069 • 501(c)3 • Portland, OR

Profile

The willamette valley wine foundation will enhance the wellbeing of winegrowing communities in the willamette valley through the collaborative support of affordable housing communities enriched with early childhood education and care, health services, and personal development opportunities.

3519 NE 15th Ave 506Portland, OR 97212

www.willamettewines.com/WV-WINE-FOUNDATION

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

92nd percentile

91%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$144,493

Up $71,000 (+97%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$144,493

Up $71,000 (+97%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin79th percentile

Revenue

Up

$276,069

Up $183,119 (+197%) from 2023

Expenses

Up

$205,069

Up $145,848 (+246%) from 2023

Net Income

Up

$71,000

Up $37,271 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2022: $39,764Liabilities 2022: $0Net Assets 2022: $39,7642022Assets 2023: $73,493Liabilities 2023: $0Net Assets 2023: $73,4932023Assets 2024: $144,493Liabilities 2024: $0Net Assets 2024: $144,4932024

Highlighted filing

2024

Assets$144,493
Liabilities$0
Net Assets$144,493
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0Revenue 2022: $118,820Expenses 2022: $79,056Net Income 2022: $39,7642022Revenue 2023: $92,950Expenses 2023: $59,221Net Income 2023: $33,7292023Revenue 2024: $276,069Expenses 2024: $205,069Net Income 2024: $71,0002024

Highlighted filing

2024

Revenue$276,069
Expenses$205,069
Net Income$71,000
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
$144,493
Liabilities
$0
Net assets
$144,493
Revenue
$276,069
Expenses
$205,069
Net income
$71,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$2.76$2.05$0.71
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.93$0.59$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.19$0.79$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$276,069
Mission and Program Overview

Mission

The willamette valley wine foundation will enhance the wellbeing of winegrowing communities in the willamette valley through the collaborative support of affordable housing communities enriched with early childhood education and care, health services, and personal development opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,493$144,493▲ $71,000
Rtn Earn Endowment Incm Other Fnds$73,493$144,493▲ $71,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$73,493$144,493▲ $71,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,493$144,493▲ $71,000
Total Liabilities and Net Assets / Fund Balance$73,493$144,493▲ $71,000
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Gerardo PartidaChair
Kim BellingarVice Chair
Annie ShullDirector
Ian LombardDirector
James a Thommes MdDirector
Kathie ByersDirector
Leda GarsideDirector
Maria FernandezDirector
Miguel LopezDirector
Page Knudsen CowlesDirector
Rosie AndalonDirector
Sheila PruittDirector
Tom HellieDirector
Morgen MclaughlinExecutive Director
Mike McnallySecretary
Bill SweatTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Angela QuerfeldConsulting8233 N WILLAMETTE BLVD, Portland, OR 97203$120,347
Revenue and Support

Revenue Composition

Contributions and Grants
$276,069
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$276,069
Change in Net Assets
$71,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,069
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$170,619-$170,619
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$1,422-$1,422
Travel-$876-$876
Fees for Services Legal-$567-$567
Other Expenses-$95-$95
Total Functional Expenses$30,000$175,069$0$205,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Capaces Leadership InstituteWoodburn, OR501(c)(3)TO SUPPORT THE ORGANIZATION'S FOCUS ON STRENGTHENING THE WELLNESS, CAPACITY, AND POLITICAL CONSCIOUSNESS OF LATINO, IMMIGRANT, INDIGENOUS, AND FARMWORKER COMMUNITIES, PRIMARILY IN THE RURAL AREAS OF THE MID-WILLAMETTE VALLEY.$25,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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 executive director and board is given a copy of the return to approve before filing with the internal revenue service.”

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

“The board regularly monitors conflicts of interest disclosed by the officers or directors.”

Form 990, Part VI, Section C, Line 19

“The organization provides the form 990 to anyone who requests a copy.”

Filing and Contact Details

Filer

Filer Name
Willamette Valley Wine Foundation
EIN
87-3700069
Phone
5034795503
Address
3519 NE 15TH AVE 506, PORTLAND, OR 97212

Signing Officer

Name
Julie Dalrymple
Title
Executive Director
Phone
5034795503
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Dalrymple
Formed
2021
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
IRVINE & COMPANY CPA'S LLC
Address
345 NE 102ND AVE, PORTLAND, OR 97220-4108
Preparer
Mark Kyle Postell
Phone
5032528449
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 0. Management and general expenses 170,619. Fundraising expenses 0. Total expenses 170,619.”

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IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC RELATIONS AND COMMUNICATIONS: THE FOUNDATION COMPLETED A PUBLIC RELATIONS AND COMMUNICATIONS INITIATIVE THAT DEFINED THE FOUNDATION'S BRANDING STRATEGY, DEVELOPED AN OVERALL COMMUNICATION AND PUBLIC RELATIONS STRATEGY, AND EXPANDED THE FOUNDATION'S WEBSITE FUNCTIONALITY.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt092950
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt059221
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033729
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt059221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt092950
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt071000
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt073493
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0144493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0276069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0487839
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0487839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0276069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0487839
IRS990ScheduleA/TotalSupportAmt0487839
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ORGANIZATION'S FOCUS ON STRENGTHENING THE WELLNESS, CAPACITY, AND POLITICAL CONSCIOUSNESS OF LATINO, IMMIGRANT, INDIGENOUS, AND FARMWORKER COMMUNITIES, PRIMARILY IN THE RURAL AREAS OF THE MID-WILLAMETTE VALLEY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAPACES LEADERSHIP INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientEIN0452771253
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0356 YOUNG STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOODBURN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097071
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANTS WERE MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND COMMUNITY DEVELOPMENT PURPOSES OF EACH RECIPIENT ORGANIZATION IN FURTHERANCE OF OUR OVERALL MISSION. FUNDS WERE INTENDED TO ASSIST WITH PROGRAMS AND ACTIVITIES THAT PROMOTE LEADERSHIP DEVELOPMENT, AFFORDABLE HOUSING, AND COMMUNITY WELL-BEING IN THE LATINO, IMMIGRANT, INDIGENOUS, AND FARMWORKER COMMUNITIES. RECORDS ARE MAINTAINED TO DOCUMENT THE AMOUNT OF EACH GRANT, THE ELIGIBILITY OF THE GRANTEE, AND THE CRITERIA USED IN MAKING THE AWARD. SUPPORTING DOCUMENTATION IS RETAINED FOR ALL GRANTS ISSUED. GRANTS ARE AWARDED BASED ON ALIGNMENT WITH THE ORGANIZATION'S MISSION AND PROGRAM OBJECTIVES. POTENTIAL GRANTEES MAY BE IDENTIFIED THROUGH RECOMMENDATIONS, PROPOSALS, OR PRIOR PARTNERSHIPS. ALL GRANTS ARE REVIEWED AND APPROVED IN ACCORDANCE WITH INTERNAL GRANT-MAKING POLICIES AND PROCEDURES. GRANT USE IS MONITORED TO CONFIRM THAT FUNDS ARE EXPENDED FOR CHARITABLE PURPOSES. MONITORING MAY INCLUDE PERIODIC REPORTS, FOLLOW-UP COMMUNICATIONS, AND REVIEW OF GRANTEE ACTIVITIES OR OUTCOMES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND BOARD IS GIVEN A COPY OF THE RETURN TO APPROVE BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REGULARLY MONITORS CONFLICTS OF INTEREST DISCLOSED BY THE OFFICERS OR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES THE FORM 990 TO ANYONE WHO REQUESTS A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 170,619. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,619.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt073493
IRS990/TotalAssetsEOYAmt0144493
IRS990/TotalAssetsGrp/BOYAmt073493
IRS990/TotalAssetsGrp/EOYAmt0144493
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0276069
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205069
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073493
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144493
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0276069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073493
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144493
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0876
IRS990/TravelGrp/TotalAmt0876
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03519 NE 15TH AVE 506
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097212
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.WILLAMETTEWINES.COM/WV-WINE-FOUNDATION
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE DALRYMPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05034795503
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE VALLEY WINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0873700069
ReturnHeader/Filer/PhoneNum05034795503
ReturnHeader/Filer/USAddress/AddressLine1Txt03519 NE 15TH AVE 506
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01

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