Mv Advancements FY2021 filing

Tax-deductible

McMinnville, OR501(c)(3)Since 1966EIN 93-0568833Revenue $6.5M in FY2021

On file with the IRSmvadvancements.orgPo Box 28, 97128-0028 · McMinnville, ORTax-exempt since Dec 1966Publicly supported — 509(a)(2)

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To assist persons with disabilities to develop their highest potential and achieve fulfilling lives.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$110K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $786K a year · 10% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $1.0M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.5M
Spent
$5.3M
To programs
88%
Net assets
$7.9M
By yearFY2021–FY2025
Revenue
$6.5M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$6.5M
FY2022$6.6M
FY2023$9.4M
FY2024$8.8M
FY2025$9.0M
Expenses
$5.3M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$5.3M
FY2022$6.1M
FY2023$8.3M
FY2024$7.9M
FY2025$8.7M
Net assets
$7.9M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$7.9M
FY2022$8.4M
FY2023$9.5M
FY2024$10.4M
FY2025$10.7M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1966.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $4.7M Management & general 12% · $625K

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

19 people listed on the 990; $110K 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
Executive Direc
$110,382Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kathy Schlotfeldt$150,000$141,953$132,358$120,996$110,382

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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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

Helps people with disabilities reach their full potential and live fulfilling lives.

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Provided by the organization

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3 programs · $4.7M · in their own filed words · FY2020
01

Residential Services

Operates five group homes serving 23 residents with disabilities and provides supported living services for 16 others living in their own residences throughout the community.

$3.0Mprogram expense
02

Business Operations

Provides employment and job training for 169 individuals with disabilities.

$1.4Mprogram expense
03

Day Support Activities

Provides a variety of activities and skill building to 96 persons with disabilities in community settings with an emphasis on relationship building.

$369Kprogram 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 5 funders$1.0M
See all 5 funders →
Grants paid · 2 grants · $1.7M · 2020–2022
Mv Charitable FundOR · FY2022$1,400,000
Mv Charitable FundOR · FY2020$300,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.5M
Ln 12
Fees for servicesLn 2g$5.1M
Investment incomeLn 3$949K
Other incomeLn 4–11$336K
Money outPt IX
$5.3M
Ln 25
Programscol B$4.7M
Managementcol C$625K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$5.3M
Total assetsLn 16$9.7M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$112K
Government grantsLn 1e$75K
Fees for servicesLn 2g$5.1M
Investment incomeLn 3$949K
Other incomeLn 4–11$336K
Gains on assetsLn 7$947K
Total revenueLn 12$6.5M
Assets in detailPt X, end of year
CashLn 1$5.3M
SavingsLn 2$0
Cash and savings togetherLn 1–2$5.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.6M
Other assetsLn 15$0
Total assetsLn 16$9.7M
LiabilitiesLn 26$1.8M
Net assetsLn 32$7.9M
OperationsPt I, VI
EmployeesI 5250
VolunteersI 650
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$3.4M$5.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4.0M$3.6M
Total assetsLn 16$8.3M$9.7M
LiabilitiesLn 26$1.6M$1.8M
Net assetsLn 32$6.7M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$300K$300K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$110K$110K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$3.0M$2.8M$171K
Pension plan contributionsLn 8$86K$78K$8K
Other employee benefitsLn 9$667K$602K$66K
Payroll taxesLn 10$290K$264K$26K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$95K$35K$60K
Advertising and promotionLn 12$3K$699$3K
Office expensesLn 13$27K$16K$11K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$176K$139K$37K
TravelLn 17$8K$6K$2K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$32K$17K$15K
InterestLn 20$4K$4K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$164K$159K$5K
InsuranceLn 23$109K$54K$55K
Other expenses (24a–d)Ln 24$203K$150K$53K
All other expensesLn 24e$75K$71K$4K
Total functional expensesLn 25$5.3M$4.7M$625K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $9.0M$8.7M$254K$10.7M 990 PDF
FY2024 $8.8M$7.9M$918K$10.4M 990 PDF
FY2023 $9.4M$8.3M$1.1M$9.5M 990 PDF
FY2022 $6.6M$6.1M$477K$8.4M 990 PDF
FY2021 Viewing $6.5M$5.3M$1.2M$7.9M 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 (6 parts)
Part I · Summary $6,503,945 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $392,081$111,982
I-9 Program service revenuePrior year $5,926,747$5,106,380
I-10 Investment incomePrior year $17,920$949,153
I-11 Other revenuePrior year $373,506$336,430
I-12 Total revenuePrior year $6,710,254$6,503,945
I-13 Grants and similar amounts paid$300,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,266,672$4,120,863
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,155,026$895,884
I-18 Total expensesPrior year $6,421,698$5,316,747
I-19 Revenue less expensesPrior year $288,556$1,187,198
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,503,945 across 11 lines filed
Lines not itemized here account for $304,444 of total revenue; see the IRS return.
VIII-1e Government grants$74,734
VIII-1f All other contributions, gifts and grants$37,248
VIII-1h Total contributions, gifts and grants$111,982
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,106,380$5,106,380
VIII-3 Investment incomeExcluded from tax $2,588$2,588
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $946,565$946,565
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $31,986$31,986
VIII-12 Total revenueRelated to mission $5,442,810 · Excluded from tax $949,153$6,503,945
Part IX · Statement of functional expenses $5,316,747 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $300,000$300,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $110,382$110,382
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $2,797,071 · Management $170,809$2,967,880
IX-8 Pension plan contributionsPrograms $77,918 · Management $7,696$85,614
IX-9 Other employee benefitsPrograms $601,544 · Management $65,830$667,374
IX-10 Payroll taxesPrograms $263,795 · Management $25,818$289,613
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $35,217 · Management $60,080$95,297
IX-12 Advertising and promotionPrograms $699 · Management $2,620$3,319
IX-13 Office expensesPrograms $15,914 · Management $11,473$27,387
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $138,869 · Management $36,631$175,500
IX-17 TravelPrograms $5,654 · Management $2,123$7,777
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $17,068 · Management $15,351$32,419
IX-20 InterestPrograms $4,109$4,109
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $158,879 · Management $4,680$163,559
IX-23 InsurancePrograms $54,127 · Management $55,095$109,222
IX-24 Other expenses (24a–d)Programs $149,901 · Management $52,680$202,581
IX-24e All other expensesPrograms $70,505 · Management $4,209$74,714
IX-25 Total functional expensesPrograms $4,691,270 · Management $625,477 · Fundraising $0$5,316,747
Part X · Balance sheet $9,682,205 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $3,394,232$5,302,360
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $757,094$663,010
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $165,875$128,010
X-10c Land, buildings and equipment, netStart of year $3,986,025$3,588,825
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $8,303,226$9,682,205
X-17 Accounts payable and accrued expensesStart of year $806,732$1,168,536
X-19 Deferred revenueStart of year $608,053$463,294
X-26 Total liabilitiesStart of year $1,561,857$1,753,638
X-27 Net assets without donor restrictionsStart of year $6,741,369$7,928,567
X-32 Total net assets or fund balancesStart of year $6,741,369$7,928,567
X-33 Total liabilities and net assetsStart of year $8,303,226$9,682,205
Part XI · Reconciliation of net assets $7,928,567 net assets at year end
XI-1 Total revenue$6,503,945
XI-2 Total expenses$5,316,747
XI-3 Revenue less expenses$1,187,198
XI-4 Net assets at start of year$6,741,369
XI-10 Net assets at end of year$7,928,567

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

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