Civic Intelligence

Willamette View Foundation

990 • Fiscal year 2023 • EIN 93-0575395

Jan 01, 2023 to Dec 31, 2023 • Filed on May 16, 2024

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

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

1.30x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$186,561

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

2573%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$22,948,306

Up $2,520,807 (+12%) from 2022

Net Assets

Up

$22,086,447

Up $2,556,108 (+13%) from 2022

Liabilities

Down

$861,859

Down $35,301 (-3.9%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin5th percentile

Revenue

Up

$662,881

Up $638,084 (+2573%) from 2022

Expenses

Up

$1,116,673

Up $498,513 (+81%) from 2022

Net Income

Up

-$453,792

Up $139,571 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$22,948,306
Liabilities$861,859
Net Assets$22,086,447
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$662,881
Expenses$1,116,673
Net Income-$453,792
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 16, 2024
Return Version
2023v5.0
Gross Receipts
$662,881
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$16,027,093$15,835,260▼ $191,833
Investments in Publicly Traded Securities$4,139,143$6,297,644▲ $2,158,501
Pledges and Grants Receivable-$600,000-
Cash and Non-Interest-Bearing Accounts$38,413$67,155▲ $28,742
Savings and Temporary Cash Investments$82,367$52,443▼ $29,924
Prepaid Expenses and Deferred Charges$50,453$50,965▲ $512
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$20,427,499$22,948,306▲ $2,520,807
Other Assets Total$90,030$44,839▼ $45,191
Liabilities
Other Liabilities$869,260$828,359▼ $40,901
Accounts Payable and Accrued Expenses$27,900$33,500▲ $5,600
Total Liabilities$897,160$861,859▼ $35,301
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,571,292$21,638,365▲ $3,067,073
Net Assets With Donor Restrictions$959,047$448,082▼ $510,965
Total Net Assets Fund Balance$19,530,339$22,086,447▲ $2,556,108
Total Liabilities and Net Assets / Fund Balance$20,427,499$22,948,306▲ $2,520,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$36,939$36,939
Leasehold Improvements$0$24,209$24,209
Closely Held Equity Interests$15,835,260--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane WernliExecutive DirectorFT$175,024$11,537$186,561

Board Members and Trustees

NameTitle
Mike GallagherPresident
Greg DufaultVice-president
Carol CameronDirector
Dennis BraunDirector
Elise MeyersDirector
Ron GustafsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$601,847
Program Service Revenue
$0
Investment Income
$61,034
Other Revenue
$0
All Other Contributions
$601,847
Change in Net Assets
$-453,792

Audited Revenue Reconciliation

Revenue per Audited Statements
$589,412
Revenue Not Reported on Financial Statements
$73,469
Revenue Not Reported on Form 990
$3,009,900
Total Revenue per Audited Statements
$3,599,312
Total Revenue per Form 990
$662,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$572,240
Salaries, Compensation, and Employee Benefits$299,129
Other Expenses$245,304
Total Fundraising Expense$11,819
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$572,240--$572,240
Current Officers, Directors, Trustees, and Key Employees$149,249$33,581$3,731$186,561
Fees for Service Investment Mgmnt Fees-$73,469-$73,469
Other Salaries and Wages$60,770$7,150$3,575$71,495
Occupancy$39,442$8,192$1,429$49,063
Insurance$32,924$6,838$1,193$40,955
Fees for Services Accounting-$24,993-$24,993
Payroll Taxes$17,579$3,292$649$21,520
Office Expenses$13,398$2,783$485$16,666
Other Employee Benefits$9,861$5,568$580$16,009
Advertising-$13,732-$13,732
Fees for Services Legal$12,917--$12,917
Fees for Services Other-$6,845-$6,845
Other Expenses-$6,664-$6,664
Pension Plan Contributions$3,013$354$177$3,544
Total Functional Expenses$911,393$193,461$11,819$1,116,673

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,116,673
Expenses per Audited Statements$1,043,204
Total Expenses per Audited Statements$1,043,204
Expenses Not Reported on Financial Statements$73,469
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$702,192

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$702,192
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$659,091
Liabilities Associated With Charitable Gift Annuities$124,429
Lease Liabilities - Operating Leases$44,839
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
2024-05-16

Organization Details

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

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 57,730.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net change in the actuarial value of charitable trusts and gift annuities 57,730.”

Raw XML AppendixShowing 400 of 481 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/NoDonorRestrictionNetAssetsGrp/EOYAmt021638365
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01429
IRS990/OccupancyGrp/ManagementAndGeneralAmt08192
IRS990/OccupancyGrp/ProgramServicesAmt039442
IRS990/OccupancyGrp/TotalAmt049063
IRS990/OfficeExpensesGrp/FundraisingAmt0485
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02783
IRS990/OfficeExpensesGrp/ProgramServicesAmt013398
IRS990/OfficeExpensesGrp/TotalAmt016666
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt090030
IRS990/OtherAssetsTotalGrp/EOYAmt044839
IRS990/OtherChangesInNetAssetsAmt057730
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0580
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05568
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09861
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016009
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06664
IRS990/OtherExpensesGrp/TotalAmt06664
IRS990/OtherLiabilitiesGrp/BOYAmt0869260
IRS990/OtherLiabilitiesGrp/EOYAmt0828359
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03575
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07150
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060770
IRS990/OtherSalariesAndWagesGrp/TotalAmt071495
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0649
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03292
IRS990/PayrollTaxesGrp/ProgramServicesAmt017579
IRS990/PayrollTaxesGrp/TotalAmt021520
IRS990/PensionPlanContributionsGrp/FundraisingAmt0177
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0354
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03013
IRS990/PensionPlanContributionsGrp/TotalAmt03544
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0600000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050453
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050965
IRS990/PrincipalOfficerNm0DIANE WERNLI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05615
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0114551
IRS990/PYInvestmentIncomeAmt019182
IRS990/PYOtherExpensesAmt0226896
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-593363
IRS990/PYSalariesCompEmpBnftPaidAmt0276713
IRS990/PYTotalExpensesAmt0618160
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024797
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-453792
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052443
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, 2023, WILLAMETTE VIEW FOUNDATION FULLY SATISFIED THE "FACTS AND CIRCUMSTANCES" TEST OUTLINED IN REGS. 1.170A-9(F)(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, 2023 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/CurrentTaxYearAmt0601847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0130216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01075536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt061034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016120
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0105320
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28850
IRS990ScheduleA/PublicSupportPY170Pct00.28930
IRS990ScheduleA/PublicSupportTotal170Amt0340678
IRS990ScheduleA/SubstantialContributorsTotAmt0734858
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0601847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0130216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0244577
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01075536
IRS990ScheduleA/TotalSupportAmt01180856
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/BookValueAmt015835260
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036939
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036939
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt073469
IRS990ScheduleD/ExpensesSubtotalAmt01043204
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt073469
IRS990ScheduleD/InvestmentExpensesNotIncldAmt073469
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024209
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024209
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02952170
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0124429
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1659091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt244839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITIES ASSOCIATED WITH CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITIES ASSOCIATED WITH CHARITABLE TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LEASE LIABILITIES - OPERATING LEASES
IRS990ScheduleD/OtherRevenueAmt057730
IRS990ScheduleD/RevenueNotReportedAmt03009900
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt073469
IRS990ScheduleD/RevenueSubtotalAmt0589412
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET CHANGE IN THE ACTUARIAL VALUE OF CHARITABLE TRUSTS AND GIFT ANNUITIES 57,730.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt015835260
IRS990ScheduleD/TotalExpensesPerForm990Amt01116673
IRS990ScheduleD/TotalLiabilityAmt0828359
IRS990ScheduleD/TotalRevenuePerForm990Amt0662881
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03599312
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01043204
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0702192
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/SubtotalSpentAmt0702192
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0702192
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt092240
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1480000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESIDENT FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RESIDENT ASSISTANCE - INFLATION OFFSET
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt180
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. IN 2023, THE BOARD OF DIRECTORS APPROVED A ONE-TIME INFLATION OFFSET FINANCIAL ASSISTANCE TO RESIDENT OF WILLAMETTE VIEW, INC. WHO WERE MOST IMPACTED BY INCREASED COSTS. ASSISTANCE WAS AWARDED TO RESIDENTS WHO SUBMITTED AN ASSISTANCE REQUEST AND MET THE REQUISITE NET WORTH GUIDELINES SET BY THE BOARD OF DIRECTORS.
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/BaseCompensationFilingOrgAmt0175024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIANE WERNLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0186561
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 57,730.
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,948,306
Liabilities
$861,859
Net assets
$22,086,447
Revenue
$662,881
Expenses
$1,116,673
Net income
-$453,792
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