Willamette Workforce Partnership FY2020 filing

Tax-deductible

Salem, OR501(c)(3)Since 2007EmploymentEIN 26-0172758

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The purpose of this corporation is to work in concert with the business community, schools, colleges, public agencies, units of government, community-based organizations, and nonprofit entities to develop a skilled Workforce able to compete for, retain, and advance in employment in today's and tomorrow's economy.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$218K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $60K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$218K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $342K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$576K
57% of total assets
Fine: liabilities are 57% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.2M
Spent
$5.2M
To programs
86%
Net assets
$437K
By yearFY2020–FY2024
Revenue
$5.2M
FY2020
Revenue by fiscal year
FY2020$5.2M
FY2021$9.3M
FY2022$8.3M
FY2023$8.3M
FY2024$6.1M
FY2024$6.8M
Expenses
$5.2M
FY2020
Expenses by fiscal year
FY2020$5.2M
FY2021$9.1M
FY2022$8.1M
FY2023$8.3M
FY2024$6.0M
FY2024$6.7M
Net assets
$437K
FY2020
Net assets by fiscal year
FY2020$437K
FY2021$672K
FY2022$822K
FY2023$764K
FY2024$917K
FY2024$1.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $4.5M Management & general 14% · $751K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $218K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$133,153Pt VII · Sec A
Admin & Fina
$85,218Pt VII · Sec A
$0Pt VII · Sec A
Treasurer/Se
$0Pt VII · Sec A
Board Direct
$0Pt VII · Sec A
Board Direct
$0Pt VII · Sec A
Board Direct
$0Pt VII · Sec A
Board Direct
$0Pt VII · Sec A

Kim Parker-Llerenas’s $180K as Executive Di is at the 79th percentile of top reported officer pay among 1245 $1–10M employment 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 · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kim Parker-Llerenas$180,244$164,383$169,739$162,864$137,146$133,153
Gary Mueller—$101,809$118,064$113,010$102,508$85,218
Ami Maceira$101,500—————
Dean Craig$100,592—————
Amy Harrison$97,291$75,634————

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.

See Willamette Workforce Partnership executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Collaborates with businesses, schools, and government agencies to develop a skilled local workforce and foster employment opportunities in Oregon's Linn, Marion, Polk, and Yamhill counties.

Provided by the organization

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1 program · $4.5M · in their own filed words · FY2019
01

Willamette workforce partnership functions as the local workforce development board of linn, marion, polk, and yamhill counties. The organization facilitates programs to develop local workforce solutions.

$4.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$342K
See all 3 funders →
Grants paid · 420 grants · $25.3M · 2019–2024
Community Services ConsortiumFY2024$2,502,591
Chemeketa Community CollegeFY2024$244,016
Hightower Workforce Initiatives LLCFY2024$149,380
Easter Seals OregonOR · FY2024$130,000
Be Blac FoundationOR · FY2024$75,953
Crossroads CommunitiesOR · FY2024$28,974
Medical Training AcademyOR · FY2024$26,228
Valley Fab CorpFY2024$25,000
Exitbliss CorpFY2024$18,566
Knife River Training CenterFY2024$17,430
Are Manufacturing INCFY2024$16,125
Metal InnovationsFY2024$16,000
Cascade Steel Rolling MillsFY2024$11,337
Finde LLCFY2024$6,594
See all 420 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.2M
Ln 12
Gifts and grantsLn 1h$5.1M
Fees for servicesLn 2g$32K
Investment incomeLn 3$4K
Money outPt IX
$5.2M
Ln 25
Programscol B$4.5M
Managementcol C$751K
Owns and owesPt X
$437K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$1.0M
LiabilitiesLn 26$576K
PeoplePt VI, VII
23
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.1M
Government grantsLn 1e$5.1M
Fees for servicesLn 2g$32K
Investment incomeLn 3$4K
Total revenueLn 12$5.2M
Assets in detailPt X, end of year
CashLn 1$17K
Cash and savings togetherLn 1–2$17K
Land, buildings, equipmentLn 10c$24K
Other assetsLn 15$368K
Total assetsLn 16$1.0M
LiabilitiesLn 26$576K
Net assetsLn 32$437K
OperationsPt I, VI
EmployeesI 510
VolunteersI 627
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$109K$17K
Land, buildings, equipmentLn 10c$33K$24K
Total assetsLn 16$1.2M$1.0M
LiabilitiesLn 26$736K$576K
Net assetsLn 32$468K$437K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.6M$3.6M
Grants to domestic individualsLn 2$10K$10K
Pay of current officers, directors and key staffLn 5$284K$28K$255K
Other salaries and wagesLn 7$356K$185K$171K
Pension plan contributionsLn 8$12K$7K$5K
Other employee benefitsLn 9$130K$61K$69K
Payroll taxesLn 10$50K$19K$31K
Legal feesLn 11b$800$800
Accounting feesLn 11c$21K$21K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$9K$115$9K
Advertising and promotionLn 12$17K$86$17K
Office expensesLn 13$34K$9K$26K
Information technologyLn 14$26K$10K$16K
OccupancyLn 16$117K$55K$62K
TravelLn 17$9K$5K$4K
Conferences, conventions and meetingsLn 19$17K$3K$13K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$472K$447K$25K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$5.2M$4.5M$751K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $6.1M$6.0M$109K$917K 990 PDF
FY2023 $8.3M$8.3M−$86K$764K 990 PDF
FY2022 $8.3M$8.1M$184K$822K 990 PDF
FY2021 $9.3M$9.1M$119K$672K 990 PDF
FY2020 Viewing $5.2M$5.2M−$29K$437K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (5 parts)
Part I · Summary $5,175,861 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,935,348$5,140,071
I-9 Program service revenuePrior year $36,598$31,713
I-10 Investment incomePrior year $4,848$4,077
I-11 Other revenue$0
I-12 Total revenuePrior year $5,976,794$5,175,861
I-13 Grants and similar amounts paidPrior year $4,197,690$3,623,144
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $810,827$832,319
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $936,590$749,601
I-18 Total expensesPrior year $5,945,107$5,205,064
I-19 Revenue less expensesPrior year $31,687−$29,203
Part VIII · Statement of revenue $5,175,861 across 6 lines filed
VIII-1e Government grants$5,136,066
VIII-1f All other contributions, gifts and grants$4,005
VIII-1h Total contributions, gifts and grants$5,140,071
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $31,713$31,713
VIII-3 Investment incomeExcluded from tax $4,077$4,077
VIII-12 Total revenueRelated to mission $31,713 · Excluded from tax $4,077$5,175,861
Part IX · Statement of functional expenses $5,205,064 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $3,613,144$3,613,144
IX-2 Grants to domestic individualsPrograms $10,000$10,000
IX-5 Pay of current officers, directors and key staffPrograms $28,378 · Management $255,206$283,584
IX-7 Other salaries and wagesPrograms $185,463 · Management $170,504$355,967
IX-8 Pension plan contributionsPrograms $7,482 · Management $4,600$12,082
IX-9 Other employee benefitsPrograms $60,917 · Management $69,435$130,352
IX-10 Payroll taxesPrograms $19,120 · Management $31,214$50,334
IX-11b Legal feesManagement $800$800
IX-11c Accounting feesManagement $21,288$21,288
IX-11f Investment management feesManagement $3,433$3,433
IX-11g Other fees for servicesPrograms $115 · Management $9,303$9,418
IX-12 Advertising and promotionPrograms $86 · Management $16,545$16,631
IX-13 Office expensesPrograms $8,560 · Management $25,681$34,241
IX-14 Information technologyPrograms $10,337 · Management $15,895$26,232
IX-16 OccupancyPrograms $55,428 · Management $61,864$117,292
IX-17 TravelPrograms $5,186 · Management $3,980$9,166
IX-19 Conferences, conventions and meetingsPrograms $3,366 · Management $13,447$16,813
IX-23 InsuranceManagement $19,849$19,849
IX-24 Other expenses (24a–d)Programs $446,930 · Management $25,192$472,122
IX-24e All other expensesManagement $2,316$2,316
IX-25 Total functional expensesPrograms $4,454,512 · Management $750,552 · Fundraising $0$5,205,064
Part X · Balance sheet $1,012,919 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $108,663$16,717
X-3 Pledges and grants receivableStart of year $634,313$556,031
X-4 Accounts receivableStart of year $3,055$14,584
X-9 Prepaid expenses and deferred chargesStart of year $39,599$32,737
X-10c Land, buildings and equipment, netStart of year $32,560$24,420
X-15 Other assetsStart of year $385,931$368,430
X-16 Total assetsStart of year $1,204,121$1,012,919
X-17 Accounts payable and accrued expensesStart of year $712,433$518,257
X-19 Deferred revenueStart of year $7,173$45,234
X-25 Other liabilitiesStart of year $16,560$12,765
X-26 Total liabilitiesStart of year $736,166$576,256
X-27 Net assets without donor restrictionsStart of year $467,955$436,663
X-32 Total net assets or fund balancesStart of year $467,955$436,663
X-33 Total liabilities and net assetsStart of year $1,204,121$1,012,919
Part XI · Reconciliation of net assets $436,663 net assets at year end
XI-1 Total revenue$5,175,861
XI-2 Total expenses$5,205,064
XI-3 Revenue less expenses−$29,203
XI-4 Net assets at start of year$467,955
XI-5 Net unrealized gains (losses) on investments−$2,089
XI-10 Net assets at end of year$436,663

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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