Westwind Stewardship Group EIN 20-1627314 Form 990 (PDF) Claim this org

Westwind Stewardship Group FY2020 filing

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Conserves ecosystems and fosters environmental stewardship experiences for all. For fiscal year 2020 it reported $851K in revenue, $943K in expenses, and $3.4M in net assets.Pt I

Type
Public charity (501(c)(3)) · Environment
Location
Portland, OR
Website
www.westwind.org
Filings
5 on file (2020–2020)
Revenue
$851KFY2020
Expenses
$943K
Net assets
$3.4M
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  20-1627314 Public charity (501(c)(3)) Portland, OR
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 9/13/26 · see original: IRS
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Size
$1–10M
What they do
Conserves ecosystems and fosters environmental stewardship experiences for all.
Leadership
Amy Carlow · Interim Executive Director 5/10-12/10 · $59K
Money in and out
$851K revenue, $943K expenses
Bottom line
69% program efficiency
Where the money goes · FY2020
Total revenue
$851K
Pt VIII · Ln 12
Total expenses
$943K
Pt IX · Ln 25
Net assets
$3.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$92K
Where spending went · Part IX cols B–D
Program services $0.69 Management & general $0.24 Fundraising $0.07
Program efficiency
69%
of spending reaches programs
Operating runway
3.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
-11%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$851K
FY2020
Expenses
$943K
FY2020
Total assets
$3.7M
FY2020
Total liabilities
$301K
FY2020
Total revenue
$851K
Pt VIII · Ln 12
Total expenses
$943K
Pt IX · Ln 25
Net assets
$3.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$92K
Total assetsPt X · Ln 16$3.7M
Program-expense ratioPt IX · col B69%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWestwind Stewardship Group
EINHdr · item D20-1627314
Principal addressHdr · item CPortland, OR
WebsiteHdr · item Jwww.westwind.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEnvironment (C34)
Ruling yearIRS BMFOct 2005

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Interim Executive Director 5/10-12/10
$58,873Pt VII · Sec A
Executive Director
$44,056Pt VII · Sec A
Interim Executive Director
$41,938Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Andy Lindberg’s $106K as Executive Director is at the 34th percentile of top reported officer pay among 1845 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Andy Lindberg$106,495$100,558$91,470$43,446
Amy Carlow$58,873
Matt Taylor$44,056
Emily Gilliland$32,074$41,938

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $653K of program spending, described in the organization's own filed words · FY2020.
01

Group and Cabin Rentals

This was adapted for 2020 to simple family cabin rentals in order to maintain safety from COVID-19. Groups largely self-direct their westwind experience, with orientation and guidance from westwind staff.

$522Kprogram expense
02

Camp westwind- program canceled in 2020 by governor's office due to COVID-19.CAMP westwind - innovative camp programs for youth, teens, and families, offered all summer and during certain WEEKENDS/HOLIDAYS throughout the year. A.

$98Kprogram expense
03

Food Service/Catering

For 2020 we adapted to follow restaurant take out procedures for our family cabin rental program. Food SERVICE/CATERING: westwind provides the food service labor for nwresd outdoor school program with all food purchasing via nwresd and the NSLP, in addition to catering services for other rental groups and events that take place at…

$33Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$637K · 75%
Program service revenue$205K · 24%
Other revenue$9K · 1%
Contributions & grants75%$637K
Program service revenue24%$205K
Other revenue1%$9K
— government grantsLn 1e$132K
Total revenueLn 12$851K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.69 Management & general $0.24 Fundraising $0.07
Program services69%$653K
Management & general24%$226K
Fundraising7%$65K
Total functional expensesLn 25$943K

Balance Sheet

Part X · end of year
CashLn 1$183K
Total assetsLn 16$3.7M
Total liabilitiesLn 26$301K
Total net assetsLn 32$3.4M
Months of cash on handcomputed2.3

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $244K · Operating expenses/yr $943K
3.1 months
Where the money goes
Program services
Program services $653K · Total expenses $943K
69%
Management & General
Management & general $226K · Total expenses $943K
24%
Fundraising
Fundraising $65K · Total expenses $943K
7%
Cost to raise $1
Fundraising expense $65K · Solicited contributions $505K
$0.13 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $637K · Total revenue $851K
75%
Government reliance
Government grants $132K · Total revenue $851K
16%
Earned-income share
Program service revenue $205K · Total revenue $851K
24%
Investment reliance
Investment income $-25K · Total revenue $851K
-3%
Program self-sufficiency
Program service revenue $205K · Total expenses $943K
22%
Growth & trend
Revenue growth (YoY)
This year $851K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $3.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $851K · Expenses $943K
-11%
Liabilities-to-Assets
Total liabilities — · Total assets $3.7M
Net-asset ratio
Net assets $3.4M · Total assets $3.7M
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $61K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3.7M
2%
People & payroll
Highest Reported Total Compensation
Individual Amy Carlow · Reported title INTERIM EXECUTIVE DIRECTOR 5/10-12/10 · Highest reported compensation $59K · Total expenses $943K
6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $584K · Total expenses $943K
62%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 69%
Overhead ratio 24%
Fundraising cost ratio 10%
Accounting fee ratio 0.9%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.7M revenue · ⤓ 990 PDF
FY2023$1.7M revenue · ⤓ 990 PDF
FY2022$1.8M revenue · ⤓ 990 PDF
FY2021$1.6M revenue · ⤓ 990 PDF
FY2020$851K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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