Civic Intelligence

Willamette View Foundation

990 • Fiscal year 2021 • EIN 93-0575395

Jan 01, 2021 to Dec 31, 2021 • Filed on May 24, 2022

Organization ProfileWWW.WILLAMETTEVIEWFOUNDATION.ORG

View Organization Page

11226 SE 21st AvenuePortland, OR 97222

(971) 233-8956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

9.78x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

1st percentile

-544%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$166,483

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 164.9% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

42nd percentile

7.5%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-23%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$25,253,332

Up $1,761,824 (+7.5%) from 2020

Net Assets

Up

$24,266,146

Up $1,783,660 (+7.9%) from 2020

Liabilities

Down

$987,186

Down $21,836 (-2.2%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin1st percentile

Revenue

Down

$100,973

Down $30,535 (-23%) from 2020

Expenses

Up

$650,260

Up $53,402 (+8.9%) from 2020

Net Income

Down

-$549,287

Down $83,937 (-18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $15,216,751Liabilities 2011: $1,138,185Net Assets 2011: $14,078,5662011Assets 2012: $17,581,821Liabilities 2012: $1,272,072Net Assets 2012: $16,309,7492012Assets 2013: $18,663,347Liabilities 2013: $1,463,110Net Assets 2013: $17,200,2372013Assets 2014: $18,692,559Liabilities 2014: $1,382,019Net Assets 2014: $17,310,5402014Assets 2015: $18,211,312Liabilities 2015: $1,339,441Net Assets 2015: $16,871,8712015Assets 2016: $18,382,139Liabilities 2016: $1,178,182Net Assets 2016: $17,203,9572016Assets 2017: $19,879,797Liabilities 2017: $1,117,220Net Assets 2017: $18,762,5772017Assets 2018: $17,898,566Liabilities 2018: $1,015,521Net Assets 2018: $16,883,0452018Assets 2019: $20,431,114Liabilities 2019: $998,590Net Assets 2019: $19,432,5242019Assets 2020: $23,491,508Liabilities 2020: $1,009,022Net Assets 2020: $22,482,4862020Assets 2021: $25,253,332Liabilities 2021: $987,186Net Assets 2021: $24,266,1462021Assets 2022: $20,427,499Liabilities 2022: $897,160Net Assets 2022: $19,530,3392022Assets 2023: $22,948,306Liabilities 2023: $861,859Net Assets 2023: $22,086,4472023Assets 2024: $25,014,819Liabilities 2024: $734,579Net Assets 2024: $24,280,2402024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2021

Assets$25,253,332
Liabilities$987,186
Net Assets$24,266,146
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2011: $3,234,808Expenses 2011: $979,463Net Income 2011: $2,255,3452011Revenue 2012: $1,641,008Expenses 2012: $693,815Net Income 2012: $947,1932012Revenue 2013: $705,279Expenses 2013: $1,281,388Net Income 2013: -$576,1092013Revenue 2014: $665,726Expenses 2014: $657,600Net Income 2014: $8,1262014Revenue 2015: $807,986Expenses 2015: $933,447Net Income 2015: -$125,4612015Revenue 2016: $480,931Expenses 2016: $946,991Net Income 2016: -$466,0602016Revenue 2017: $608,683Expenses 2017: $1,659,888Net Income 2017: -$1,051,2052017Revenue 2018: $355,833Expenses 2018: $756,997Net Income 2018: -$401,1642018Revenue 2019: $260,697Expenses 2019: $837,518Net Income 2019: -$576,8212019Revenue 2020: $131,508Expenses 2020: $596,858Net Income 2020: -$465,3502020Revenue 2021: $100,973Expenses 2021: $650,260Net Income 2021: -$549,2872021Revenue 2022: $24,797Expenses 2022: $618,160Net Income 2022: -$593,3632022Revenue 2023: $662,881Expenses 2023: $1,116,673Net Income 2023: -$453,7922023Revenue 2024: $170,810Expenses 2024: $865,080Net Income 2024: -$694,2702024Revenue 2025: $34,190Expenses 2025: $24,750,409Net Income 2025: -$24,716,2192025

Highlighted filing

2021

Revenue$100,973
Expenses$650,260
Net Income-$549,287
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 24, 2022
Return Version
2021v4.2
Gross Receipts
$100,973
Mission and Program Overview

Mission

See schedule othe foundation's mission is to help qualified residents of willamette view retirement community maintain their dignity and independence through assistance in satisfying their need for housing and financial security. Aid is provided through resident assistance and financial management programs, educational seminars, financial information services, publications, and grants to willamette view, inc. That benefit the community's residents.

The foundation provides financial assistance and other support to residents of willamette view, a life plan community, also known as a continuing care retirement community. Residents may apply for financial assistance if their personal and family financial resources are no longer sufficient to pay their living expenses at willamette view, inc. The foundation also makes grants to willamette view, inc. On a selective basis for projects that benefit willamette view residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$21,526,947$21,144,473▼ $382,474
Investments in Publicly Traded Securities$1,597,569$2,780,606▲ $1,183,037
Savings and Temporary Cash Investments$123,991$1,209,818▲ $1,085,827
Prepaid Expenses and Deferred Charges$47,754$50,153▲ $2,399
Cash and Non-Interest-Bearing Accounts$80,747$48,282▼ $32,465
Pledges and Grants Receivable$114,500$20,000▼ $94,500
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$23,491,508$25,253,332▲ $1,761,824
Liabilities
Other Liabilities$984,426$961,286▼ $23,140
Accounts Payable and Accrued Expenses$24,596$25,900▲ $1,304
Total Liabilities$1,009,022$987,186▼ $21,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,103,524$23,037,141▲ $1,933,617
Net Assets With Donor Restrictions$1,378,962$1,229,005▼ $149,957
Total Net Assets Fund Balance$22,482,486$24,266,146▲ $1,783,660
Total Liabilities and Net Assets / Fund Balance$23,491,508$25,253,332▲ $1,761,824

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$39,830$39,830
Leasehold Improvements$0$24,209$24,209
Closely Held Equity Interests$21,144,473--
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane WernliExecutive DirectorFT$155,706$10,777$166,483

Board Members and Trustees

NameTitle
Christie GeigerPresident
Mike GallagherVice President
Carol CameronDirector
Elise MeyersDirector
Gregory a DufaultDirector
Ron GustafsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,281
Program Service Revenue
$0
Investment Income
$7,692
Other Revenue
$0
All Other Contributions
$93,281
Change in Net Assets
$-549,287

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,874
Revenue Not Reported on Financial Statements
$81,099
Revenue Not Reported on Form 990
$2,332,947
Total Revenue per Audited Statements
$2,352,821
Total Revenue per Form 990
$100,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,805
Other Expenses$224,599
Grants and Similar Amounts Paid$161,856
Total Fundraising Expense$10,261
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$140,671$25,422$3,390$169,483
Grants to Domestic Individuals$161,856--$161,856
Fees for Service Investment Mgmnt Fees-$81,099-$81,099
Other Salaries and Wages$51,199$6,023$3,012$60,234
Occupancy$37,057$6,714$1,288$45,059
Insurance$31,768$5,755$1,103$38,626
Fees for Services Accounting-$24,957-$24,957
Payroll Taxes$14,051$2,263$491$16,805
Other Employee Benefits$8,476$5,296$499$14,271
Office Expenses$9,433$1,709$328$11,470
Advertising-$8,449-$8,449
Fees for Services Other-$7,150-$7,150
Other Expenses-$3,370-$3,370
Pension Plan Contributions$2,560$302$150$3,012
Conferences and Meetings-$2,956-$2,956
Fees for Services Legal$1,463--$1,463
Total Functional Expenses$458,534$181,465$10,261$650,260

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$650,260
Expenses per Audited Statements$569,161
Total Expenses per Audited Statements$569,161
Expenses Not Reported on Financial Statements$81,099
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,174,170

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investment in Private Equity Partnership-00$1,174,170
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
Liabilities Associated With Charitable Trusts$786,710
Liabilities Associated With Charitable Gift Annuities$174,576
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 is prepared by an independent accountant and reviewed in detail by the executive director. A copy of the form is sent to each board member for their approval prior to filing.”

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

“Upon appointment and annually thereafter, board members sign an acknowledgement of review of the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“Compensation for executive director - the executive director provides an annual accomplishment memo to the personnel committee. The personnel committee reviews the memo, considers market comparability and overall performance, and determines compensation increase. The personnel committee then presents to the board in executive session. The decision to approve the new compensation is documented in the board meeting minutes. Other key employees - the executive director performs an annual evaluation, and recommends compensation increase to the personnel committee. The personnel committee considers market comparability and overall performance, and presents to the board in executive session the recommended compensation. The decision to approve the new compensation is documented in the board meeting minutes.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Willamette View Foundation
EIN
93-0575395
Phone
9712338956
Address
11226 SE 21ST AVENUE, PORTLAND, OR 97222

Signing Officer

Name
Diane Wernli
Title
Executive Director
Phone
9712338956
Signed
2022-05-24

Organization Details

Principal Officer
Diane Wernli
Formed
1967
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
7

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Yee Lee Mcgee
Phone
5032222515
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in the actuarial value of charitable trusts and gift annuities 66,425.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net change in the actuarial value of charitable trusts and gift annuities 66,425.”

Raw XML AppendixShowing 400 of 478 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024596
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025900
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE AND OTHER SUPPORT TO RESIDENTS OF WILLAMETTE VIEW, A LIFE PLAN COMMUNITY, ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY. RESIDENTS MAY APPLY FOR FINANCIAL ASSISTANCE IF THEIR PERSONAL AND FAMILY FINANCIAL RESOURCES ARE NO LONGER SUFFICIENT TO PAY THEIR LIVING EXPENSES AT WILLAMETTE VIEW, INC. THE FOUNDATION ALSO MAKES GRANTS TO WILLAMETTE VIEW, INC. ON A SELECTIVE BASIS FOR PROJECTS THAT BENEFIT WILLAMETTE VIEW RESIDENTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt08449
IRS990/AdvertisingGrp/TotalAmt08449
IRS990/AllOtherContributionsAmt093281
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANE WERNLI
IRS990/BooksInCareOfDetail/PhoneNum09712338956
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011226 SE 21ST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt080747
IRS990/CashNonInterestBearingGrp/EOYAmt048282
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt03390
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025422
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0140671
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0169483
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02956
IRS990/ConferencesMeetingsGrp/TotalAmt02956
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt093281
IRS990/CYGrantsAndSimilarPaidAmt0161856
IRS990/CYInvestmentIncomeAmt07692
IRS990/CYOtherExpensesAmt0224599
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-549287
IRS990/CYSalariesCompEmpBnftPaidAmt0263805
IRS990/CYTotalExpensesAmt0650260
IRS990/CYTotalFundraisingExpenseAmt010261
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0100973
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RESIDENT ASSISTANCE - THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO RESIDENTS OF WILLAMETTE VIEW, WHO OUTLIVE THEIR AVAILABLE FINANCIAL RESOURCES OR WHO OTHERWISE NO LONGER HAVE THE RESOURCES TO FULLY MEET THEIR EXPENSES DUE TO ILLNESS OR OTHER UNEXPECTED EVENTS. IN ADDITION, THE FOUNDATION PROVIDES FINANCIAL MANAGEMENT SERVICES TO CERTAIN RESIDENTS OF WILLAMETTE VIEW TO ASSIST THEM WITH MANY ASPECTS OF DAILY, MONTHLY, AND YEARLY TASKS RELATED TO FINANCES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01378962
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01229005
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0458534
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024957
IRS990/FeesForServicesAccountingGrp/TotalAmt024957
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01463
IRS990/FeesForServicesLegalGrp/TotalAmt01463
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07150
IRS990/FeesForServicesOtherGrp/TotalAmt07150
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt081099
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt081099
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610777
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTIE GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm2RON GUSTAFSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROL CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGORY A DUFAULT
IRS990/Form990PartVIISectionAGrp/PersonNm5ELISE MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE WERNLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6155706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0161856
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0161856
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0161856
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0100973
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01103
IRS990/InsuranceGrp/ManagementAndGeneralAmt05755
IRS990/InsuranceGrp/ProgramServicesAmt031768
IRS990/InsuranceGrp/TotalAmt038626
IRS990/InvestmentIncomeGrp/ExclusionAmt07692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07692
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021526947
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt021144473
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01597569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02780606
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064039
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt064039
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE OTHE FOUNDATION'S MISSION IS TO HELP QUALIFIED RESIDENTS OF WILLAMETTE VIEW RETIREMENT COMMUNITY MAINTAIN THEIR DIGNITY AND INDEPENDENCE THROUGH ASSISTANCE IN SATISFYING THEIR NEED FOR HOUSING AND FINANCIAL SECURITY. AID IS PROVIDED THROUGH RESIDENT ASSISTANCE AND FINANCIAL MANAGEMENT PROGRAMS, EDUCATIONAL SEMINARS, FINANCIAL INFORMATION SERVICES, PUBLICATIONS, AND GRANTS TO WILLAMETTE VIEW, INC. THAT BENEFIT THE COMMUNITY'S RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022482486
IRS990/NetAssetsOrFundBalancesEOYAmt024266146
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02266522
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021103524
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023037141
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01288
IRS990/OccupancyGrp/ManagementAndGeneralAmt06714
IRS990/OccupancyGrp/ProgramServicesAmt037057
IRS990/OccupancyGrp/TotalAmt045059
IRS990/OfficeExpensesGrp/FundraisingAmt0328
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01709
IRS990/OfficeExpensesGrp/ProgramServicesAmt09433
IRS990/OfficeExpensesGrp/TotalAmt011470
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt066425
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0499
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05296
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08476
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014271
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03370
IRS990/OtherExpensesGrp/TotalAmt03370
IRS990/OtherLiabilitiesGrp/BOYAmt0984426
IRS990/OtherLiabilitiesGrp/EOYAmt0961286
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03012
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06023
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051199
IRS990/OtherSalariesAndWagesGrp/TotalAmt060234
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0491
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02263
IRS990/PayrollTaxesGrp/ProgramServicesAmt014051
IRS990/PayrollTaxesGrp/TotalAmt016805
IRS990/PensionPlanContributionsGrp/FundraisingAmt0150
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0302
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02560
IRS990/PensionPlanContributionsGrp/TotalAmt03012
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0114500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047754
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050153
IRS990/PrincipalOfficerNm0DIANE WERNLI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0130216
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0126852
IRS990/PYInvestmentIncomeAmt01292
IRS990/PYOtherExpensesAmt0201385
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-465350
IRS990/PYSalariesCompEmpBnftPaidAmt0268621
IRS990/PYTotalExpensesAmt0596858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0131508
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-549287
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01209818
IRS990ScheduleA/FactsAndCircumstancesTestTxt0ALTHOUGH WILLAMETTE VIEW FOUNDATION DID NOT SATISFY THE 33 1/3% OF SUPPORT TEST AS OF AND FOR THE TAXABLE YEAR ENDED DECEMBER 31, 2021, WILLAMETTE VIEW FOUNDATION FULLY SATISFIED THE "FACTS AND CIRCUMSTANCES" TEST OUTLINED IN REGS. 1.170A-9(E)(3), AS FOLLOWS:* WILLAMETTE VIEW FOUNDATION NORMALLY RECEIVES SUBSTANTIAL SUPPORT FROM CONTRIBUTIONS FROM THE GENERAL PUBLIC. FOR EXAMPLE, WILLAMETTE VIEW FOUNDATION SATISFIED THE "10% OF SUPPORT" REQUIREMENT ON AN AGGREGATE BASIS OVER THE FIVE-YEAR COMPUTATION PERIOD ENDED DECEMBER 31, 2021 THROUGH SUPPORT RECEIVED FROM A BROAD AND REPRESENTATIVE NUMBER OF PERSONS. IT DOES NOT GENERALLY RECEIVE ALL OF ITS SUPPORT FROM A SINGLE SOURCE.* WILLAMETTE VIEW FOUNDATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. IN SO DOING, WILLAMETTE VIEW FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.* WILLAMETTE VIEW FOUNDATION HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN PERSONAL AND PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.* WILLAMETTE VIEW FOUNDATION PROVIDES SERVICES DIRECTLY TO THE GENERAL PUBLIC ON A CONTINUING BASIS, AND MAINTAINS A VARIETY OF PROGRAMS TO ACCOMPLISH ITS CHARITABLE WORK IN THE COMMUNITY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0244577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0358367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0990896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0191378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0250316
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0466798
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27020
IRS990ScheduleA/PublicSupportPY170Pct00.21940
IRS990ScheduleA/PublicSupportTotal170Amt0393858
IRS990ScheduleA/SubstantialContributorsTotAmt0597038
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0244577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0164455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0358367
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0990896
IRS990ScheduleA/TotalSupportAmt01457694
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
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt021144473
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039830
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039830
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt081099
IRS990ScheduleD/ExpensesSubtotalAmt0569161
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt081099
IRS990ScheduleD/InvestmentExpensesNotIncldAmt081099
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024209
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024209
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02266522
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0174576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1786710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITIES ASSOCIATED WITH CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITIES ASSOCIATED WITH CHARITABLE TRUSTS
IRS990ScheduleD/OtherRevenueAmt066425
IRS990ScheduleD/RevenueNotReportedAmt02332947
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt081099
IRS990ScheduleD/RevenueSubtotalAmt019874
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET CHANGE IN THE ACTUARIAL VALUE OF CHARITABLE TRUSTS AND GIFT ANNUITIES 66,425.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt021144473
IRS990ScheduleD/TotalExpensesPerForm990Amt0650260
IRS990ScheduleD/TotalLiabilityAmt0961286
IRS990ScheduleD/TotalRevenuePerForm990Amt0100973
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02352821
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0569161
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01174170
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT IN PRIVATE EQUITY PARTNERSHIP
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01174170
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01174170
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0161856
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESIDENT FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REQUESTS FOR FINANCIAL ASSISTANCE ARE SUBMITTED BY RESIDENTS OF WILLAMETTE VIEW, REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FUNDS ARE DISBURSED UPON RECEIPT OF INVOICES FROM WILLAMETTE VIEW, INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt02992
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIANE WERNLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166483
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR. A COPY OF THE FORM IS SENT TO EACH BOARD MEMBER FOR THEIR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON APPOINTMENT AND ANNUALLY THEREAFTER, BOARD MEMBERS SIGN AN ACKNOWLEDGEMENT OF REVIEW OF THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR EXECUTIVE DIRECTOR - THE EXECUTIVE DIRECTOR PROVIDES AN ANNUAL ACCOMPLISHMENT MEMO TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE REVIEWS THE MEMO, CONSIDERS MARKET COMPARABILITY AND OVERALL PERFORMANCE, AND DETERMINES COMPENSATION INCREASE. THE PERSONNEL COMMITTEE THEN PRESENTS TO THE BOARD IN EXECUTIVE SESSION. THE DECISION TO APPROVE THE NEW COMPENSATION IS DOCUMENTED IN THE BOARD MEETING MINUTES. OTHER KEY EMPLOYEES - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL EVALUATION, AND RECOMMENDS COMPENSATION INCREASE TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE CONSIDERS MARKET COMPARABILITY AND OVERALL PERFORMANCE, AND PRESENTS TO THE BOARD IN EXECUTIVE SESSION THE RECOMMENDED COMPENSATION. THE DECISION TO APPROVE THE NEW COMPENSATION IS DOCUMENTED IN THE BOARD MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET CHANGE IN THE ACTUARIAL VALUE OF CHARITABLE TRUSTS AND GIFT ANNUITIES 66,425.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,253,332
Liabilities
$987,186
Net assets
$24,266,146
Revenue
$100,973
Expenses
$650,260
Net income
-$549,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$24.8$24.7
2024Detailed filing. Detailed filing data is available for this year.$25.0$0.73$24.3$0.17$0.87$0.69
2023Detailed filing. Detailed filing data is available for this year.$22.9$0.86$22.1$0.66$1.12$0.45
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.90$19.5$0.02$0.62$0.59
2021Detailed filing. Detailed filing data is available for this year.$25.3$0.99$24.3$0.10$0.65$0.55
2020Detailed filing. Detailed filing data is available for this year.$23.5$1.01$22.5$0.13$0.60$0.47
2019Summary only. Only limited summary data is available for this year.$20.4$1.00$19.4$0.26$0.84$0.58
2018Summary only. Only limited summary data is available for this year.$17.9$1.02$16.9$0.36$0.76$0.40
2017Summary only. Only limited summary data is available for this year.$19.9$1.12$18.8$0.61$1.66$1.05
2016Summary only. Only limited summary data is available for this year.$18.4$1.18$17.2$0.48$0.95$0.47
2015Summary only. Only limited summary data is available for this year.$18.2$1.34$16.9$0.81$0.93$0.13
2014Summary only. Only limited summary data is available for this year.$18.7$1.38$17.3$0.67$0.66$0.01
2013Summary only. Only limited summary data is available for this year.$18.7$1.46$17.2$0.71$1.28$0.58
2012Summary only. Only limited summary data is available for this year.$17.6$1.27$16.3$1.64$0.69$0.95
2011Summary only. Only limited summary data is available for this year.$15.2$1.14$14.1$3.23$0.98$2.26