Willamette Partnership FY2024 filing

Portland, OR · Public charity (501(c)(3)) · Since 2004 · Environment

✓ Tax-deductible
Revenue
$2.9M
+100% vs prior year
Spent
$2.6M
To programs
85%
Net assets
$619K
By yearFY2021–FY2024
Revenue
$2.9M
FY2024▲ +100%
Revenue by fiscal year
FY2021$2.0M
FY2022$1.6M
FY2023$1.4M
FY2024$2.9M
FY2024$3.8M
Expenses
$2.6M
FY2024▲ +37%
Expenses by fiscal year
FY2021$1.5M
FY2022$1.7M
FY2023$1.9M
FY2024$2.6M
FY2024$3.3M
Net assets
$619K
FY2024▲ +75%
Net assets by fiscal year
FY2021$959K
FY2022$845K
FY2023$353K
FY2024$619K
FY2024$1.1M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CWillamette Partnership
EINHdr · item D33-1103430
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 2006
Year of formationHdr · item L2004
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CPortland, OR
NTEE classificationIRS BMFEnvironment (C30)
WebsiteHdr · item Jwww.willamettepartnership.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.14 Fundraising $0.01
Program services85%$2.2M
Management & general14%$369K
Fundraising1%$19K
Total functional expensesLn 25$2.6M

Financial health

Is it on solid ground?

Program efficiency
85%
of spending reaches programs
Operating runway
1.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+9%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$970K
FY2024▲ +62%
Total assets by fiscal year
FY2021$1.3M
FY2022$1.1M
FY2023$601K
FY2024$970K
FY2024$1.7M
Total liabilities
$351K
FY2024▲ +42%
Total liabilities by fiscal year
FY2021$336K
FY2022$208K
FY2023$248K
FY2024$351K
FY2024$639K
Revenue less expensesPt I · Ln 19$266K
Total assetsPt X · Ln 16$970K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Balance Sheet

Part X · end of year
CashLn 1$301K
Total assetsLn 16$970K
Total liabilitiesLn 26$351K
Total net assetsLn 32$619K
Months of cash on handcomputed1.4

Statement of Revenue

Part VIII
Contributions & grants100%$2.9M
Investment income$29
— government grantsLn 1e$2.0M
Total revenueLn 12$2.9M

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $301K · Operating expenses (Pt IX) $2.6M · Less non-cash grants $2K · Cash operating expenses/yr $2.6M
1.4 months
Where the money goes
Program services
Program services $2.2M · Total expenses $2.6M
85%
Management & General
Management & general $369K · Total expenses $2.6M
14%
Fundraising
Fundraising $19K · Total expenses $2.6M
0.7%
Cost to raise $1
Fundraising expense (3-yr avg) $8K · Solicited contributions (3-yr avg) $1.0M
$0.01 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $2.9M · Total revenue $2.9M
100%
Government reliance
Government grants $2.0M · Total revenue $2.9M
68%
Earned-income share
Program service revenue $0 · Total revenue $2.9M
0%
Investment reliance
Investment income $29 · Total revenue $2.9M
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $2.6M
0%
Growth & trend
Revenue growth (YoY)
This year $2.9M · Prior year $1.4M
+100%
Net-asset trend (YoY)
End of year $619K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.9M · Expenses $2.6M
+9%
Liabilities-to-Assets
Total liabilities — · Total assets $970K
—
Net-asset ratio
Net assets $619K · Total assets $970K
64%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $970K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sara O'Brien · Reported title Executive Director · Highest reported compensation $127K · Total expenses $2.6M
5%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $1.4M · Total expenses $2.6M
55%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 85%——
Overhead ratio 14%——
Fundraising cost ratio 0.7%——
Revenue growth 100%——
Accounting fee ratio 0.7%——

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.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$127,373Pt VII · Sec A
Finance Director
$112,255Pt VII · Sec A
Executive Director
$104,828Pt VII · Sec A
$101,868Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Erin Legg’s $129K as Finance Director is at the 51st percentile of top reported officer pay among 1851 $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 · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Erin Legg$129,285$112,255———
Sara O'Brien—$127,373$121,886$120,345$111,768
Barton Robison$124,989$104,828———
John R Cochran————$111,790
Nicole Maness—$101,868———

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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Governance & Policies

Part VI
  • 11Voting board membersPt VI · Ln 1a
  • 11Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Accelerates restoration and conservation for natural and human community benefits.

Provided by the organization

This section is blank until Willamette Partnership claims this page.

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Mission & Programs · Part III

Where the work happens

3 program services account for $2.3M of program spending, described in the organization's own filed words · FY2023.
01

Willamette Partnerships Collaborative Solutions program area seeks to help communities find water and infrastructure solutions that benefit the environment, human health, and community development. Willamette Partnership also helps to develop policy action frameworks that address common barriers for communities.

$1.1Mprogram expense
02

Northwest Environmental Justice Center is a collaboratively led and driven network of partners who bring a wealth of experience, knowledge, and background. The Center provides frontline communities with a direct technical assistance and support.

$951Kprogram expense
03

Willamette Partnership is committed to investing in our partners and sharing our work in a way that promotes rich and authentic connections among people. One way that the organization has been able to do this is through fiscal sponsorship of individuals and collaboratives with goals that align with the mission and values of Willamette…

$165Kprogram 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
See all 11 funders →
Grants paid · 8 grants · $200K · 2022–2022
Upaasf Foundation INCCA · FY2022$25,000
Oscar Paul Medina Consulting - Conscious CutluraFY2022$25,000
Insight Garden ProgramCA · FY2022$25,000
Sierra Service ProjectCA · FY2022$25,000
Social Good Fund INCCA · FY2022$25,000

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Viewing $2.9M$2.6M+100% 990 PDF
FY2023 $1.4M$1.9M-12% 990 PDF
FY2022 $1.6M$1.7M-18% 990 PDF
FY2021 $2.0M$1.5M 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

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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