Willamette Valley Wine Foundation

Tax-deductible

Portland, OR501(c)(3)Community DevelopmentEIN 87-3700069Revenue $276K in FY2024

On file with the IRSwillamettewines.com/wv-wine-foundation3519 Ne 15th Ave 506, 97212-2356 · Portland, ORTax-exempt since Jun 2022Publicly supported charity — 170(b)(1)(A)(vi)

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The Willamette Valley Wine Foundation will enhance the wellbeing of winegrowing communities in the Willamette Valley through the collaborative support of affordable housing communities enriched with early childhood education and care, health services, and personal development opportunities.

501(c)(3) charity; gifts are tax-deductible.
15¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
Spent on programs
15%
of spending
Concern: 15% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $70K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$276K
+197% vs prior year
Spent
$205K
To programs
15%
Net assets
$144K
By yearFY2022–FY2024
Revenue
$276K
FY2024▲ +197%
Tap a bar for its year
Revenue by fiscal year
FY2022$119K
FY2023$93K
FY2024$276K
Net assets
$144K
FY2024▲ +97%
Tap a bar for its year
Net assets by fiscal year
FY2022$40K
FY2023$73K
FY2024$144K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2022.

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

Where the money goes

15 cents of each dollar spent went to programs.

Program services 15% · $30K Management & general 85% · $175K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Willamette Valley Wine Foundation 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 15aNo

Programs and updates

Supports winegrowing communities with affordable housing, early education, health, and personal development.

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Provided by the organization

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3 programs · $30K · in their own filed words · FY2024
01

Primeros Pasos Early Childhood Education and Care

The foundation's primeros pasos partnership is creating best-in-class early childhood education and care for latino families in the mid-willamette valley. Impacts in 2024 include: seeding justice capacity building grant (second year); business training for child care providers; learning resources for early childhood educators; clackamas…

$25Kprogram expense
02

Stratus Village Affordable Apartment Community

The housing authority of yamhill county began construction of stratus village, a 175 affordable apartment community, in mcminnville. Facilitated access to $6.2 million of agricultural workforce housing tax credits and affordable apartments set aside for sixteen agricultural workers.

$5Kprogram expense
03

Public Relations and Communications

The foundation completed a public relations and communications initiative that defined the foundation's branding strategy, developed an overall communication and public relations strategy, and expanded the foundation's website functionality.

Pt IX · col B

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 1 funder$70K
Grants paid · 1 grant · $25K · 2024–2024
Capaces Leadership InstituteOR · FY2024$25,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$276K
Ln 12
Gifts and grantsLn 1h$276K
Money outPt IX
$205K
Ln 25
Programscol B$30K
Managementcol C$175K
Owns and owesPt X
$144K
net assets · Ln 32
Cash and savingsLn 1–2$144K
Total assetsLn 16$144K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$276K
Total revenueLn 12$276K
Assets in detailPt X, end of year
CashLn 1$144K
Cash and savings togetherLn 1–2$144K
Total assetsLn 16$144K
LiabilitiesLn 26$0
Net assetsLn 32$144K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$73K$144K
Total assetsLn 16$73K$144K
LiabilitiesLn 26$0$0
Net assetsLn 32$73K$144K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$30K$30K
Legal feesLn 11b$567$567
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$171K$171K
TravelLn 17$876$876
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$205K$30K$175K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $276K$205K$71K$144K 990 PDF
FY2023 $93K$73K 990 PDF
FY2022 $119K$40K 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 FY2024 990 (6 parts)
Part I · Summary $276,069 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $92,950$276,069
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $92,950$276,069
I-13 Grants and similar amounts paidPrior year $0$30,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $59,221$175,069
I-18 Total expensesPrior year $59,221$205,069
I-19 Revenue less expensesPrior year $33,729$71,000
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $276,069 across 3 lines filed
VIII-1f All other contributions, gifts and grants$276,069
VIII-1h Total contributions, gifts and grants$276,069
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$276,069
Part IX · Statement of functional expenses $205,069 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $30,000$30,000
IX-11b Legal feesManagement $567$567
IX-11c Accounting feesManagement $1,422$1,422
IX-11g Other fees for servicesManagement $170,619$170,619
IX-17 TravelManagement $876$876
IX-24 Other expenses (24a–d)Management $1,585$1,585
IX-25 Total functional expensesPrograms $30,000 · Management $175,069 · Fundraising $0$205,069
Part X · Balance sheet $144,493 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $73,493$144,493
X-16 Total assetsStart of year $73,493$144,493
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $73,493$144,493
X-33 Total liabilities and net assetsStart of year $73,493$144,493
Part XI · Reconciliation of net assets $144,493 net assets at year end
XI-1 Total revenue$276,069
XI-2 Total expenses$205,069
XI-3 Revenue less expenses$71,000
XI-4 Net assets at start of year$73,493
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$144,493

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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