Civic Intelligence

Willamette Family School Organization

EIN 88-3839335 • 501(c)3 • West Linn, OR

Profile

The purpose of this corportation is to enhance Willamette Primary student educational experiences and foster relationships between families, staff and students.

1403 12th StWest Linn, OR 97068

www.willamettefso.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$83,330

Up $12,452 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$83,330

Up $12,452 (+18%) from 2024

Revenue

Down

$52,534

Down $11,689 (-18%) from 2024

Expenses

Down

$50,082

Down $8,617 (-15%) from 2024

Net Income

Down

$2,452

Down $3,072 (-56%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2023: $65,354Liabilities 2023: $0Net Assets 2023: $65,3542023Assets 2024: $70,878Liabilities 2024: $0Net Assets 2024: $70,8782024Assets 2025: $83,330Liabilities 2025: $0Net Assets 2025: $83,3302025

Highlighted filing

2025

Assets$83,330
Liabilities$0
Net Assets$83,330

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2023: $72,599Expenses 2023: $7,245Net Income 2023: $65,3542023Revenue 2024: $64,223Expenses 2024: $58,699Net Income 2024: $5,5242024Revenue 2025: $52,534Expenses 2025: $50,082Net Income 2025: $2,4522025

Highlighted filing

2025

Revenue$52,534
Expenses$50,082
Net Income$2,452

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 15, 2025
Return Version
2024v5.1
Gross Receipts
$66,610
Mission and Program Overview

Mission

The purpose of this corportation is to enhance Willamette Primary student educational experiences and foster relationships between families, staff and students.

Program Services

DescriptionGrantsExpenses
Arts & culture benefited all students in the school, over 400 children. It paid for art teachers to teach art lessons in each classroom. Classroom grants were provided to all grades, approximately 400 for enrichment such as reading materials, field trips and supplies. Classroom funds were given to all teachers including special education, physical education, music and world language. The additional funds were used to help supplement classroom supplies.-$31,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Demi PrescottPresidentPT$0--
Alison KayVice President-$0--
Jennie MadrigalSecretary-$0--
Lucie HolstromTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kids Run$32,627$32,627$3,268$29,359
Adult Event$12,353$12,353$438$11,915
Total Events$44,980$44,980$9,143$35,837
Filing and Contact Details

Filer

Filer Name
Willamette Family School Organization
EIN
88-3839335
Phone
5036737250
Address
1403 12th St, West Linn, OR 97068

Signing Officer

Name
Lucie Holstrom
Title
Treasurer
Phone
4016335647
Signed
2025-08-15
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

Accounting software, bank charges, Incorporation fees and operating costs, taxes and insurance

990-EZ, Part I, Line 10

Classroom funds, teacher appreciation, community events, grants

Raw XML Appendix230 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01403 12th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST LINN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080878
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Demi Prescott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alison Kay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennie Madrigal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lucie Holstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01944
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this corportation is to enhance Willamette Primary student educational experiences and foster relationships between families, staff and students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Arts & culture benefited all students in the school, over 400 children. It paid for art teachers to teach art lessons in each classroom. Classroom grants were provided to all grades, approximately 400 for enrichment such as reading materials, field trips and supplies. Classroom funds were given to all teachers including special education, physical education, music and world language. The additional funds were used to help supplement classroom supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012441
IRS990EZ/SpecialEventsNetIncomeLossAmt042396
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050082
IRS990EZ/TotalProgramServiceExpensesAmt031100
IRS990EZ/TotalRevenueAmt052534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.willamettefso.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019355
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0316
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0316
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0316
IRS990ScheduleA/InvestmentIncomeCYPct00.01213
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0438
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04038
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04038
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounting software, bank charges, Incorporation fees and operating costs, taxes and insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom funds, teacher appreciation, community events, grants
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucie Holstrom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04016335647
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willamette Family School Organization
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0883839335
ReturnHeader/Filer/PhoneNum05036737250
ReturnHeader/Filer/USAddress/AddressLine1Txt01403 12th St
ReturnHeader/Filer/USAddress/CityNm0West Linn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/ReturnTs02025-08-15T02:05:21Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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