Civic Intelligence

Willamette View Foundation

990 • Fiscal year 2022 • EIN 93-0575395

Jan 01, 2022 to Dec 31, 2022 • Filed on May 22, 2023

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

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

36.18x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

1st percentile

-2393%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$173,439

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 699.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$20,427,499

Down $4,825,833 (-19%) from 2021

Net Assets

Down

$19,530,339

Down $4,735,807 (-20%) from 2021

Liabilities

Down

$897,160

Down $90,026 (-9.1%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$24,797

Down $76,176 (-75%) from 2021

Expenses

Down

$618,160

Down $32,100 (-4.9%) from 2021

Net Income

Down

-$593,363

Down $44,076 (-8.0%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$20,427,499
Liabilities$897,160
Net Assets$19,530,339
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$24,797
Expenses$618,160
Net Income-$593,363
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 22, 2023
Return Version
2022v5.0
Gross Receipts
$24,797
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$21,144,473$16,027,093▼ $5,117,380
Investments in Publicly Traded Securities$2,780,606$4,139,143▲ $1,358,537
Savings and Temporary Cash Investments$1,209,818$82,367▼ $1,127,451
Prepaid Expenses and Deferred Charges$50,153$50,453▲ $300
Cash and Non-Interest-Bearing Accounts$48,282$38,413▼ $9,869
Pledges and Grants Receivable$20,000--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$25,253,332$20,427,499▼ $4,825,833
Other Assets Total$0$90,030▲ $90,030
Liabilities
Other Liabilities$961,286$869,260▼ $92,026
Accounts Payable and Accrued Expenses$25,900$27,900▲ $2,000
Total Liabilities$987,186$897,160▼ $90,026
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,037,141$18,571,292▼ $4,465,849
Net Assets With Donor Restrictions$1,229,005$959,047▼ $269,958
Total Net Assets Fund Balance$24,266,146$19,530,339▼ $4,735,807
Total Liabilities and Net Assets / Fund Balance$25,253,332$20,427,499▼ $4,825,833

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$39,830$39,830
Leasehold Improvements$0$24,209$24,209
Closely Held Equity Interests$16,027,093--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane WernliExecutive DirectorFT$162,400$11,039$173,439

Board Members and Trustees

NameTitle
Christie GeigerPresident
Mike GallagherVice-president
Carol CameronDirector
Elise MeyersDirector
Greg DefaultDirector
Ron GustafsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,615
Program Service Revenue
$0
Investment Income
$19,182
Other Revenue
$0
All Other Contributions
$5,615
Change in Net Assets
$-593,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$-51,171
Revenue Not Reported on Financial Statements
$75,968
Revenue Not Reported on Form 990
$-4,142,444
Total Revenue per Audited Statements
$-4,193,615
Total Revenue per Form 990
$24,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$276,713
Other Expenses$226,896
Grants and Similar Amounts Paid$114,551
Total Fundraising Expense$11,081
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$143,954$26,016$3,469$173,439
Grants to Domestic Individuals$114,551--$114,551
Fees for Service Investment Mgmnt Fees-$75,968-$75,968
Other Salaries and Wages$54,783$6,445$3,222$64,450
Occupancy$38,513$7,047$1,353$46,913
Insurance$33,534$6,136$1,178$40,848
Fees for Services Accounting-$24,986-$24,986
Payroll Taxes$16,759$2,666$604$20,029
Office Expenses$16,182$2,961$569$19,712
Other Employee Benefits$8,931$6,116$525$15,572
Fees for Services Other-$6,875-$6,875
Advertising-$4,575-$4,575
Other Expenses-$3,697-$3,697
Pension Plan Contributions$2,739$323$161$3,223
Conferences and Meetings-$2,769-$2,769
Fees for Services Legal$553--$553
Total Functional Expenses$430,499$176,580$11,081$618,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$618,160
Expenses per Audited Statements$542,192
Total Expenses per Audited Statements$542,192
Expenses Not Reported on Financial Statements$75,968
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$906,297

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$906,297
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$624,724
Liabilities Associated With Charitable Gift Annuities$154,506
Lease Liabilities - Operating Leases$90,030
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
2023-05-22

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 -164,770.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net change in the actuarial value of charitable trusts and gift annuities -164,770.”

Raw XML AppendixShowing 400 of 473 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/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.
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3977674
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023037141
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018571292
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01353
IRS990/OccupancyGrp/ManagementAndGeneralAmt07047
IRS990/OccupancyGrp/ProgramServicesAmt038513
IRS990/OccupancyGrp/TotalAmt046913
IRS990/OfficeExpensesGrp/FundraisingAmt0569
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02961
IRS990/OfficeExpensesGrp/ProgramServicesAmt016182
IRS990/OfficeExpensesGrp/TotalAmt019712
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt090030
IRS990/OtherChangesInNetAssetsAmt0-164770
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0525
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06116
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08931
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015572
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03697
IRS990/OtherExpensesGrp/TotalAmt03697
IRS990/OtherLiabilitiesGrp/BOYAmt0961286
IRS990/OtherLiabilitiesGrp/EOYAmt0869260
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03222
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06445
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt054783
IRS990/OtherSalariesAndWagesGrp/TotalAmt064450
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0604
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02666
IRS990/PayrollTaxesGrp/ProgramServicesAmt016759
IRS990/PayrollTaxesGrp/TotalAmt020029
IRS990/PensionPlanContributionsGrp/FundraisingAmt0161
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0323
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02739
IRS990/PensionPlanContributionsGrp/TotalAmt03223
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050153
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050453
IRS990/PrincipalOfficerNm0DIANE WERNLI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt093281
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0161856
IRS990/PYInvestmentIncomeAmt07692
IRS990/PYOtherExpensesAmt0224599
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-549287
IRS990/PYSalariesCompEmpBnftPaidAmt0263805
IRS990/PYTotalExpensesAmt0650260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0100973
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-593363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01209818
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082367
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, 2022, 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, 2022 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/CurrentTaxYearAmt05615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0130216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0244577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0164455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0638144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0191378
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0235664
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28930
IRS990ScheduleA/PublicSupportPY170Pct00.27020
IRS990ScheduleA/PublicSupportTotal170Amt0252824
IRS990ScheduleA/SubstantialContributorsTotAmt0385320
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0130216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0244577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0164455
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0638144
IRS990ScheduleA/TotalSupportAmt0873808
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt016027093
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039830
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039830
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt075968
IRS990ScheduleD/ExpensesSubtotalAmt0542192
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt075968
IRS990ScheduleD/InvestmentExpensesNotIncldAmt075968
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024209
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024209
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3977674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0154506
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1624724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt290030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITIES ASSOCIATED WITH CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITIES ASSOCIATED WITH CHARITABLE TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LEASE LIABILITIES - OPERATING LEASES
IRS990ScheduleD/OtherRevenueAmt0-164770
IRS990ScheduleD/RevenueNotReportedAmt0-4142444
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt075968
IRS990ScheduleD/RevenueSubtotalAmt0-51171
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET CHANGE IN THE ACTUARIAL VALUE OF CHARITABLE TRUSTS AND GIFT ANNUITIES -164,770.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt016027093
IRS990ScheduleD/TotalExpensesPerForm990Amt0618160
IRS990ScheduleD/TotalLiabilityAmt0869260
IRS990ScheduleD/TotalRevenuePerForm990Amt024797
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-4193615
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0542192
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0906297
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/SubtotalSpentAmt0906297
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0906297
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0114551
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESIDENT FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
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/BaseCompensationFilingOrgAmt0162400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIANE WERNLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0173439
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 -164,770.
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
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,427,499
Liabilities
$897,160
Net assets
$19,530,339
Revenue
$24,797
Expenses
$618,160
Net income
-$593,363
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