Civic Intelligence

Willamettans

990 • Fiscal year 2016 • EIN 93-6031469

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 08, 2017

PO Box 969Marcola, OR 97454-0969

(541) 933-2809

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

10%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$523,278

Up $27,479 (+5.5%) from 2015

Net Assets

Up

$519,212

Up $30,803 (+6.3%) from 2015

Liabilities

Down

$4,066

Down $3,324 (-45%) from 2015

Revenue

Up

$299,077

Up $27,361 (+10%) from 2015

Expenses

Down

$268,274

Down $40 (-0.0%) from 2015

Net Income

Up

$30,803

Up $27,401 (+805%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $411,780Liabilities 2010: $810Net Assets 2010: $410,9702010Assets 2011: $423,658Liabilities 2011: $3,461Net Assets 2011: $420,1972011Assets 2012: $428,848Liabilities 2012: $2,248Net Assets 2012: $426,6002012Assets 2013: $447,541Liabilities 2013: $2,381Net Assets 2013: $445,1602013Assets 2014: $489,911Liabilities 2014: $4,904Net Assets 2014: $485,0072014Assets 2015: $495,799Liabilities 2015: $7,390Net Assets 2015: $488,4092015Assets 2016: $523,278Liabilities 2016: $4,066Net Assets 2016: $519,2122016Assets 2017: $645,106Liabilities 2017: $117,349Net Assets 2017: $527,7572017Assets 2018: $609,672Liabilities 2018: $35,140Net Assets 2018: $574,5322018Assets 2019: $635,191Liabilities 2019: $6,970Net Assets 2019: $628,2212019Assets 2020: $684,077Liabilities 2020: $10,706Net Assets 2020: $673,3712020Assets 2022: $752,338Liabilities 2022: $29,763Net Assets 2022: $722,5752022Assets 2023: $772,379Liabilities 2023: $44,653Net Assets 2023: $727,7262023Assets 2024: $923,174Liabilities 2024: $57,747Net Assets 2024: $865,4272024

Highlighted filing

2016

Assets$523,278
Liabilities$4,066
Net Assets$519,212

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $218,6252010Revenue 2011: $242,119Expenses 2011: $232,892Net Income 2011: $9,2272011Expenses 2012: $245,1602012Revenue 2013: $250,507Expenses 2013: $231,947Net Income 2013: $18,5602013Revenue 2014: $278,795Expenses 2014: $238,948Net Income 2014: $39,8472014Revenue 2015: $271,716Expenses 2015: $268,314Net Income 2015: $3,4022015Revenue 2016: $299,077Expenses 2016: $268,274Net Income 2016: $30,8032016Revenue 2017: $294,500Expenses 2017: $285,955Net Income 2017: $8,5452017Revenue 2018: $332,943Expenses 2018: $286,168Net Income 2018: $46,7752018Revenue 2019: $372,897Expenses 2019: $319,208Net Income 2019: $53,6892019Revenue 2020: $302,060Expenses 2020: $256,910Net Income 2020: $45,1502020Revenue 2022: $425,461Expenses 2022: $461,016Net Income 2022: -$35,5552022Revenue 2023: $522,492Expenses 2023: $548,985Net Income 2023: -$26,4932023Revenue 2024: $583,699Expenses 2024: $447,291Net Income 2024: $136,4082024

Highlighted filing

2016

Revenue$299,077
Expenses$268,274
Net Income$30,803
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$351,653
Mission and Program Overview

Mission

The Willamettans is a social club designed to provide outdoor recreational activities and camping areas for dues paying club members in the secluded Willamette valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$488,409$519,212▲ $30,803
Savings and Temporary Cash Investments$250,828$264,391▲ $13,563
Land, Buildings, and Equipment, Net$240,445$238,009▼ $2,436
Inventories for Sale or Use$2,376$12,358▲ $9,982
Cash and Non-Interest-Bearing Accounts$1,150$6,520▲ $5,370
Accounts Receivable$1,000$2,000▲ $1,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$495,799$523,278▲ $27,479
Liabilities
Accounts Payable and Accrued Expenses$3,675$4,066▲ $391
Other Liabilities$3,715$0▼ $3,715
Total Liabilities$7,390$4,066▼ $3,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$488,409$519,212▲ $30,803
Total Liabilities and Net Assets / Fund Balance$495,799$523,278▲ $27,479

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$54,482$163,356-
Other Land Buildings$118,868$659,087-
Land$43,994--
Equipment$20,665$140,743-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan JaskoskiPresident
Sally Jo DonahuePresident - Prior Year
Bob Vermulm1st Vice President
Don Romano2nd Vice President
Anne BowenCertifying Officer
Wendy CooleyCorresponding Secretary
Carol FieldCorresponding Secretary - Prior Year
George RichMember at Large
Jackie SmithMember at Large
Joy CoveyRecording Secretary
Alan JaskoskiRecording Secretary - Prior Year
Julie StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$516
Program Service Revenue
$253,820
Investment Income
$24,655
Other Revenue
$20,086
All Other Contributions
$516
Change in Net Assets
$30,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,242
Salaries, Compensation, and Employee Benefits$34,032
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$54,190--$54,190
Depreciation Depletion$36,230--$36,230
Other Salaries and Wages$31,137--$31,137
Insurance-$11,937-$11,937
Other Expenses$10,656--$10,656
Office Expenses$9,521--$9,521
Fees for Services Accounting-$4,585-$4,585
Payroll Taxes$2,895--$2,895
Advertising$2,372--$2,372
All Other Expenses$1,038--$1,038
Fees for Services Legal-$1,009-$1,009
Conferences and Meetings$105--$105
Total Functional Expenses$250,743$17,531$0$268,274
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

A file copy of the return is provided to the board for review by the board prior to signing and returning the form 8879-eo to the ero for electronic filing.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Willamettans
EIN
93-6031469
Phone
5419332809
Address
PO BOX 969, MARCOLA, OR 97454-0969

Signing Officer

Name
Julie Stewart
Title
Treasurer
Phone
5419332809
Signed
2017-09-08
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Houck Evarts & Company LLC
Address
450 COUNTRY CLUB ROAD SUITE 130, EUGENE, OR 97401
Preparer
Alan P Houck
Phone
5414857254
Supplemental Narrative

Additional Explanations

Form 4562

Form 4562 (2016) election to not claim special depreciation for specific classes taxpayer makes the following election pertaining to special depreciation: class elect out for current year 7 year class yes

Raw XML AppendixShowing 400 of 402 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/ActivitiesConductedPrtshpInd00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT - PRIOR YEAR
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IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9RECORDING SECRETARY - PRIOR YEAR
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt231690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt414355
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01702
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012699
IRS990/PYOtherExpensesAmt0235070
IRS990/PYOtherRevenueAmt018703
IRS990/PYProgramServiceRevenueAmt0238612
IRS990/PYRevenuesLessExpensesAmt03402
IRS990/PYSalariesCompEmpBnftPaidAmt033244
IRS990/PYTotalExpensesAmt0268314
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271716
IRS990/ReconcilationRevenueExpnssAmt030803
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0273906
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0488409
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0519212
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0264391
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt054482
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0163356
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0217838
IRS990ScheduleD/EquipmentGrp/BookValueAmt020665
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0140743
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0161408
IRS990ScheduleD/LandGrp/BookValueAmt043994
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt043994
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0118868
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0659087
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0777955
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0238009
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FILE COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW BY THE BOARD PRIOR TO SIGNING AND RETURNING THE FORM 8879-EO TO THE ERO FOR ELECTRONIC FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 4562 (2016) ELECTION TO NOT CLAIM SPECIAL DEPRECIATION FOR SPECIFIC CLASSES TAXPAYER MAKES THE FOLLOWING ELECTION PERTAINING TO SPECIAL DEPRECIATION: CLASS ELECT OUT FOR CURRENT YEAR 7 YEAR CLASS YES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 4562
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0495799
IRS990/TotalAssetsEOYAmt0523278
IRS990/TotalAssetsGrp/BOYAmt0495799
IRS990/TotalAssetsGrp/EOYAmt0523278
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0516
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017531
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0250743
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07390
IRS990/TotalLiabilitiesEOYAmt04066
IRS990/TotalLiabilitiesGrp/BOYAmt07390
IRS990/TotalLiabilitiesGrp/EOYAmt04066
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0488409
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0519212
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt043540
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt043540
IRS990/TotalProgramServiceExpensesAmt0250743
IRS990/TotalProgramServiceRevenueAmt0253820
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0273906
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0299077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0495799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0523278
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 969
IRS990/USAddress/CityNm0MARCOLA
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd0974540969
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WILLAMETTANS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419332809
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTANS
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0936031469
ReturnHeader/Filer/PhoneNum05419332809
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 969
ReturnHeader/Filer/USAddress/CityNm0MARCOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0974540969
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE9DDE63ABE2CF97C9585F0339FFC40BF692C6DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034CC620ACBB698A426768649D6016923E208AFE5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.122.255.202
ReturnHeader/FilingSecurityInformation/IPDt02017-09-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:23:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200361525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOUCK EVARTS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 COUNTRY CLUB ROAD SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05414857254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN P HOUCK
ReturnHeader/ReturnTs02017-09-20T14:14:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.58$8.65$5.84$4.47$1.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.45$7.28$5.22$5.49$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$0.30$7.23$4.25$4.61$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.11$6.73$3.02$2.57$0.45
2019Summary only. Only limited summary data is available for this year.$6.35$0.07$6.28$3.73$3.19$0.54
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.35$5.75$3.33$2.86$0.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$1.17$5.28$2.95$2.86$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.23$0.04$5.19$2.99$2.68$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.07$4.88$2.72$2.68$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.05$4.85$2.79$2.39$0.40
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.02$4.45$2.51$2.32$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.02$4.27$2.45
2011Summary only. Only limited summary data is available for this year.$4.24$0.03$4.20$2.42$2.33$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.01$4.11$2.19