Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
72 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Who runs it and what they're paid
7 people listed on the 990; $154K paid to officers and key staff.
Compensation history total reportable pay by year · 1 named individual · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Diane Wernli | $187,000 | $175,024 | $162,400 | $155,706 | $153,708 |
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
Offers financial aid and support to residents of a continuing care retirement community.
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Resident Assistance
The foundation provides financial assistance to residents of willamette view, who outlive their available financial resources or who otherwise no longer have the resources to fully meet their expenses due to illness or other unexpected events.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $220K | $205K |
| InvestmentsLn 11–13 | $20.2M | $23.1M |
| Land, buildings, equipmentLn 10c | $0 | $0 |
| Total assetsLn 16 | $20.4M | $23.5M |
| LiabilitiesLn 26 | $999K | $1.0M |
| Net assetsLn 32 | $19.4M | $22.5M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic individualsLn 2 | $127K | $127K | ||
| Pay of current officers, directors and key staffLn 5 | $174K | $144K | $26K | $3K |
| Other salaries and wagesLn 7 | $60K | $51K | $6K | $3K |
| Pension plan contributionsLn 8 | $3K | $3K | $297 | $149 |
| Other employee benefitsLn 9 | $13K | $8K | $5K | $451 |
| Payroll taxesLn 10 | $18K | $15K | $2K | $550 |
| Legal feesLn 11b | $89 | $89 | ||
| Accounting feesLn 11c | $24K | $24K | ||
| Investment management feesLn 11f | $70K | $70K | ||
| Other fees for servicesLn 11g | $3K | $3K | ||
| Advertising and promotionLn 12 | $4K | $4K | ||
| Office expensesLn 13 | $15K | $12K | $2K | $427 |
| OccupancyLn 16 | $44K | $37K | $7K | $1K |
| Conferences, conventions and meetingsLn 19 | $1K | $1K | ||
| InsuranceLn 23 | $37K | $30K | $5K | $1K |
| Other expenses (24a–d)Ln 24 | $3K | $3K | ||
| Total functional expensesLn 25 | $597K | $427K | $159K | $10K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest | $171K | $865K | −$694K | $24.3M | 990 PDF |
| FY2023 | $663K | $1.1M | −$454K | $22.1M | 990 PDF |
| FY2022 | $25K | $618K | −$593K | $19.5M | 990 PDF |
| FY2021 | $101K | $650K | −$549K | $24.3M | 990 PDF |
| FY2020 Viewing | $132K | $597K | −$465K | $22.5M | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $131,508 across 4 lines filed
Part IX · Statement of functional expenses $596,858 across 16 lines filed
Part X · Balance sheet $23,491,508 assets, 15 lines filed
Part XI · Reconciliation of net assets $22,482,486 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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