Willamette Workforce Partnership FY2021 filing

Tax-deductible

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

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.
93¢ of each $1 spent went to programs.
$240K 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

FY2021 · 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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$240K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 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
$814K
55% of total assets
Fine: liabilities are 55% 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
$9.3M
+79% vs prior year
Spent
$9.1M
To programs
93%
Net assets
$672K
By yearFY2020–FY2024
Revenue
$9.3M
FY2021▲ +79%
Revenue by fiscal year
FY2020$5.2M
FY2021$9.3M
FY2022$8.3M
FY2023$8.3M
FY2024$6.1M
FY2024$6.8M
Expenses
$9.1M
FY2021▲ +76%
Expenses by fiscal year
FY2020$5.2M
FY2021$9.1M
FY2022$8.1M
FY2023$8.3M
FY2024$6.0M
FY2024$6.7M
Net assets
$672K
FY2021▲ +54%
Net assets by fiscal year
FY2020$437K
FY2021$672K
FY2022$822K
FY2023$764K
FY2024$917K
FY2024$1.1M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

93 cents of each dollar spent went to programs.

Program services 93% · $8.5M Management & general 7% · $625K

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

Who runs it and what they're paid

23 people listed on the 990; $240K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$137,146Pt VII · Sec A
Admin & Fina
$102,508Pt VII · Sec A
$0Pt VII · Sec A
Treasurer/Se
$0Pt VII · Sec A
$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 service account for $8.5M of program spending, described in the organization's own filed words · FY2020.
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.

$8.5Mprogram expense

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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 FY2021 990, line by line.

1The main four
Money inPt VIII
$9.3M
Ln 12
Gifts and grantsLn 1h$9.0M
Fees for servicesLn 2g$198K
Investment incomeLn 3$22K
Money outPt IX
$9.1M
Ln 25
Programscol B$8.5M
Managementcol C$625K
Owns and owesPt X
$672K
net assets · Ln 32
Cash and savingsLn 1–2$84K
Total assetsLn 16$1.5M
LiabilitiesLn 26$814K
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$9.0M
Government grantsLn 1e$6.1M
Fees for servicesLn 2g$198K
Investment incomeLn 3$22K
Total revenueLn 12$9.3M
Assets in detailPt X, end of year
CashLn 1$84K
Cash and savings togetherLn 1–2$84K
Land, buildings, equipmentLn 10c$16K
Other assetsLn 15$487K
Total assetsLn 16$1.5M
LiabilitiesLn 26$814K
Net assetsLn 32$672K
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 FY21End FY21
Cash and savingsLn 1–2$17K$84K
Land, buildings, equipmentLn 10c$24K$16K
Total assetsLn 16$1.0M$1.5M
LiabilitiesLn 26$576K$814K
Net assetsLn 32$437K$672K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.0M$1.0M
Grants to domestic individualsLn 2$1.8M$1.8M
Pay of current officers, directors and key staffLn 5$295K$19K$276K
Other salaries and wagesLn 7$362K$244K$118K
Pension plan contributionsLn 8$11K$11K
Other employee benefitsLn 9$104K$79K$25K
Payroll taxesLn 10$52K$25K$28K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$23K$23K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$8K$14$8K
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$34K$16K$18K
Information technologyLn 14$38K$22K$16K
OccupancyLn 16$116K$67K$50K
TravelLn 17$2K$1K$967
Conferences, conventions and meetingsLn 19$818$118$700
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$5.2M$5.2M$22K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$9.1M$8.5M$625K$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 Viewing $9.3M$9.1M$119K$672K 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $9,256,119 across 6 lines filed
VIII-1e Government grants$6,089,713
VIII-1f All other contributions, gifts and grants$2,946,548
VIII-1h Total contributions, gifts and grants$9,036,261
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $197,575$197,575
VIII-3 Investment incomeExcluded from tax $22,283$22,283
VIII-12 Total revenueRelated to mission $197,575 · Excluded from tax $22,283$9,256,119
Part IX · Statement of functional expenses $9,136,944 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $1,004,547$1,004,547
IX-2 Grants to domestic individualsPrograms $1,810,169$1,810,169
IX-5 Pay of current officers, directors and key staffPrograms $19,476 · Management $275,815$295,291
IX-7 Other salaries and wagesPrograms $244,189 · Management $117,592$361,781
IX-8 Pension plan contributionsPrograms $10,860$10,860
IX-9 Other employee benefitsPrograms $78,634 · Management $25,242$103,876
IX-10 Payroll taxesPrograms $24,662 · Management $27,515$52,177
IX-11b Legal feesManagement $4,087$4,087
IX-11c Accounting feesManagement $22,900$22,900
IX-11f Investment management feesManagement $3,929$3,929
IX-11g Other fees for servicesPrograms $14 · Management $7,640$7,654
IX-12 Advertising and promotionManagement $10,243$10,243
IX-13 Office expensesPrograms $15,681 · Management $18,394$34,075
IX-14 Information technologyPrograms $21,936 · Management $15,569$37,505
IX-16 OccupancyPrograms $66,506 · Management $49,586$116,092
IX-17 TravelPrograms $1,229 · Management $967$2,196
IX-19 Conferences, conventions and meetingsPrograms $118 · Management $700$818
IX-23 InsuranceManagement $20,099$20,099
IX-24 Other expenses (24a–d)Programs $5,213,628 · Management $22,231$5,235,859
IX-24e All other expensesManagement $2,786$2,786
IX-25 Total functional expensesPrograms $8,511,649 · Management $625,295 · Fundraising $0$9,136,944
Part X · Balance sheet $1,486,134 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $16,717$84,477
X-3 Pledges and grants receivableStart of year $556,031$681,118
X-4 Accounts receivableStart of year $14,584$170,624
X-9 Prepaid expenses and deferred chargesStart of year $32,737$46,478
X-10c Land, buildings and equipment, netStart of year $24,420$16,280
X-15 Other assetsStart of year $368,430$487,157
X-16 Total assetsStart of year $1,012,919$1,486,134
X-17 Accounts payable and accrued expensesStart of year $518,257$805,058
X-25 Other liabilitiesStart of year $12,765$8,625
X-26 Total liabilitiesStart of year $576,256$813,683
X-27 Net assets without donor restrictionsStart of year $436,663$672,451
X-32 Total net assets or fund balancesStart of year $436,663$672,451
X-33 Total liabilities and net assetsStart of year $1,012,919$1,486,134
Part XI · Reconciliation of net assets $672,451 net assets at year end
XI-1 Total revenue$9,256,119
XI-2 Total expenses$9,136,944
XI-3 Revenue less expenses$119,175
XI-4 Net assets at start of year$436,663
XI-5 Net unrealized gains (losses) on investments$116,613
XI-10 Net assets at end of year$672,451

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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