Civic Intelligence

Western Institute of Nursing

EIN 93-1213641 • 501(c)3 • Portland, OR

Profile

Win exists to bring together a diverse community of nurses in a shared commitment to transcend the boundaries of knowledge development and application to advance the discipline and drive improvements in practice, outcomes, and cost.

3455 SW Veterans Hospital Road SN-4Portland, OR 97239

www.winursing.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.20x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-7.4%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

84th percentile

$158,019

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-7.8%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,471,867

Up $231,714 (+19%) from 2023

Liabilities

Down

$139,283

Down $45,607 (-25%) from 2023

Net Assets

Up

$1,332,584

Up $277,321 (+26%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin25th percentile

Revenue

Up

$686,465

Up $4,206 (+0.6%) from 2023

Expenses

Up

$737,000

Up $65,463 (+9.7%) from 2023

Net Income

Down

-$50,535

Down $61,257 (-571%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $543,826Liabilities 2011: $0Net Assets 2011: $543,8262011Assets 2012: $682,582Liabilities 2012: $0Net Assets 2012: $682,5822012Assets 2013: $767,707Liabilities 2013: $0Net Assets 2013: $767,7072013Assets 2014: $923,790Liabilities 2014: $0Net Assets 2014: $923,7902014Assets 2015: $939,170Liabilities 2015: $0Net Assets 2015: $939,1702015Assets 2016: $937,764Liabilities 2016: $0Net Assets 2016: $937,7642016Assets 2017: $1,044,060Liabilities 2017: $124,966Net Assets 2017: $919,0942017Assets 2018: $1,055,518Liabilities 2018: $114,227Net Assets 2018: $941,2912018Assets 2019: $1,112,142Liabilities 2019: $141,370Net Assets 2019: $970,7722019Assets 2020: $994,775Liabilities 2020: $111,275Net Assets 2020: $883,5002020Assets 2021: $1,123,272Liabilities 2021: $118,042Net Assets 2021: $1,005,2302021Assets 2022: $1,134,613Liabilities 2022: $158,430Net Assets 2022: $976,1832022Assets 2023: $1,240,153Liabilities 2023: $184,890Net Assets 2023: $1,055,2632023Assets 2025: $1,471,867Liabilities 2025: $139,283Net Assets 2025: $1,332,5842025

Highlighted filing

2025

Assets$1,471,867
Liabilities$139,283
Net Assets$1,332,584
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $369,6182011Expenses 2012: $438,1852012Expenses 2013: $571,1872013Revenue 2014: $729,322Expenses 2014: $573,239Net Income 2014: $156,0832014Revenue 2015: $641,982Expenses 2015: $626,602Net Income 2015: $15,3802015Revenue 2016: $748,070Expenses 2016: $749,476Net Income 2016: -$1,4062016Revenue 2017: $786,793Expenses 2017: $746,699Net Income 2017: $40,0942017Revenue 2018: $718,369Expenses 2018: $696,172Net Income 2018: $22,1972018Revenue 2019: $777,716Expenses 2019: $748,235Net Income 2019: $29,4812019Revenue 2020: $342,014Expenses 2020: $429,286Net Income 2020: -$87,2722020Revenue 2021: $384,443Expenses 2021: $433,270Net Income 2021: -$48,8272021Revenue 2022: $633,590Expenses 2022: $571,200Net Income 2022: $62,3902022Revenue 2023: $682,259Expenses 2023: $671,537Net Income 2023: $10,7222023Revenue 2025: $686,465Expenses 2025: $737,000Net Income 2025: -$50,5352025

Highlighted filing

2025

Revenue$686,465
Expenses$737,000
Net Income-$50,535
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,471,867
Liabilities
$139,283
Net assets
$1,332,584
Revenue
$686,465
Expenses
$737,000
Net income
-$50,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.14$1.33$0.69$0.74$0.05
2023Summary only. Only limited summary data is available for this year.$1.24$0.18$1.06$0.68$0.67$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.16$0.98$0.63$0.57$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.12$1.01$0.38$0.43$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.11$0.88$0.34$0.43$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.14$0.97$0.78$0.75$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.11$0.94$0.72$0.70$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.12$0.92$0.79$0.75$0.04
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.75$0.75$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.64$0.63$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.73$0.57$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$686,465
Mission and Program Overview

Mission

Win exists to bring together a diverse community of nurses in a shared commitment to transcend the boundaries of knowledge development and application to advance the discipline and drive improvements in practice, outcomes, and cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,028,466$1,172,373▲ $143,907
Savings and Temporary Cash Investments$294,018$282,350▼ $11,668
Cash and Non-Interest-Bearing Accounts$84,528$8,128▼ $76,400
Prepaid Expenses and Deferred Charges$13,000$7,925▼ $5,075
Accounts Receivable$27,183$1,091▼ $26,092
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,447,195$1,471,867▲ $24,672
Other Assets Total-$0-
Liabilities
Deferred Revenue$69,150$76,128▲ $6,978
Accounts Payable and Accrued Expenses$123,448$63,155▼ $60,293
Total Liabilities$192,598$139,283▼ $53,315
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,235,917$1,312,809▲ $76,892
Net Assets With Donor Restrictions$18,680$19,775▲ $1,095
Total Net Assets Fund Balance$1,254,597$1,332,584▲ $77,987
Total Liabilities and Net Assets / Fund Balance$1,447,195$1,471,867▲ $24,672

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$52,807$5,281▲ $20,655-$78,743
2023$45,158-▲ $7,649-$52,807
2022$44,523-▲ $635-$45,158
2021$43,830$3,556▼ $2,863-$44,523
2020$30,388$12,815▲ $627-$43,830
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric Bo PerryExecutive DirectorFT$122,834$35,185$158,019

Board Members and Trustees

NameTitle
Annette NasrPast President
Lauren ClarkPresident
Heather CoatsGov at Large
Joanne NooneGov Nursing Edu
Ahlam JadallaGov Nursing Pra
Paula MeekGov Nursing Res
Carlie FelionGov Nursing Stu
Patricia DalySecretary-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$67,442
Program Service Revenue
$614,016
Investment Income
$1,297
Other Revenue
$3,710
All Other Contributions
$67,442
Change in Net Assets
$-50,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$409,185
Other Expenses$327,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,872$125,294-$251,166
Current Officers, Directors, Trustees, and Key Employees$126,415$31,604-$158,019
Fees for Services Other$37,379$6,532-$43,911
Travel$23,840$5,274-$29,114
Occupancy$9,600$2,400-$12,000
Insurance$3,849$962-$4,811
Other Expenses$212$53-$265
Office Expenses$107$12-$119
Total Functional Expenses$561,828$175,172$0$737,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Western institute of nursing has two classes of membership (voting and nonvoting) and six categories as follows: 1. Agency members; 2. Retired members; 3. Associate members; 4. Student members; 5. Honorary members; and 6. Individual members. Agency, individual, student, honorary, and retired members are voting members; associate members are nonvoting.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the board of governors prior to submission.”

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

“Employees are asked to read and sign the conflict of interest policy and notify the board if they are not in compliance.”

Form 990, Part VI, Section B, Line 15A

“BOARD APROVAL.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Western Institute of Nursing
EIN
93-1213641
Phone
5034940869
Address
3455 SW Veterans Hospital Road SN-4, Portland, OR 97239

Signing Officer

Name
Eric Bo Perry
Title
Executive Director
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Bo Perry
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
151

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW FIRST AVE STE 410, PORTLAND, OR 97201
Preparer
Kristin L Brooks CPA
Phone
5032223338
Raw XML AppendixShowing 400 of 522 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/Desc0WESTERN INSTITUTE OF NURSING SPONSORED ITS ANNUAL COMMUNICATING NURSING RESEARCH CONFERENCE WHERE RESEARCH REPORTS WERE PRESENTED TO 766 ATTENDEES. THE PURPOSE OF THE CONFERENCE IS TO PRESENT NEW RESEARCH FINDINGS FROM STUDIES CONDUCTED BY NURSES IN EDUCATIONAL AND CLINICAL AGENCIES, AND BY STUDENTS STUDYING FOR ADVANCED DEGREES. THE PROCEEDINGS FROM THE CONFERENCE ARE PUBLISHED AND DISTRIBUTED TO WIN MEMBERSHIP.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY-TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOV AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOV NURSING RES
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOV NURSING PRA
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOV NURSING EDU
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOV NURSING STU
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