Willamette Humane Society FY2019 filing

Salem, ORUnknown exempt organization EIN 93-0577975Revenue $2.7M in FY2019

On file with the IRSwhs4pets.org4246 Turner Rd Se · Salem, OR

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Serving Marion and Polk County Oregon since 1965, the Willamette Humane Society (WHS) mission is to establish, maintain, and enhance the bond between pets and people. We are committed to positive service to all and the recognition that through supporting individuals, families, and households, we can improve pets lives.WHS services are provided through the generosity of our donors, sponsors and volunteers, community partners and compassionate staff.

78¢ of each $1 spent went to programs.
$171K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2019 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average surplus $29K a year · under 1% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$171K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $2.1M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $2.1M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $15K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$159K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
Spent
$3.1M
To programs
78%
Net assets
$7.4M
By yearFY2019–FY2022
Revenue
$2.7M
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$2.7M
FY2021$4.0M
FY2022$3.2M
Expenses
$3.1M
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$3.1M
FY2021$3.1M
FY2022$3.5M
Net assets
$7.4M
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019$7.4M
FY2021$8.4M
FY2022$0

From the FY2019 Form 990 (year ending June 2019) · figures checked against the IRS filing · see the original

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You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $2.4M Management & general 6% · $200K Fundraising 16% · $501K

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

13 people listed on the 990; $171K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2018); the FY2019 filing did not itemize Part VII
Executive Dir.
$108,048Pt VII · Sec A
Finance Directo
$63,270Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2022FY2021FY2019
Bj Andersen$117,610$104,795$108,048
Lynn Chriestenson$72,547$70,459$63,270

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

Connects people and pets through adoption, care, and community support.

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3 programs · $2.4M · in their own filed words · FY2018
01

Willamette Humane Society has maintained record life-saving initiatives. Again this fiscal year, 95% of animals brought into the shelter were saved: 2,929 pets were adopted, 135 animals were returned to their owners, and 434 were transferred to partnersequating to 96% of dogs and 94% of cats.

$2.4Mprogram expense
02

Behavior and Training

Shelter behavior programs matched skilled training team staff and volunteers with 17 behaviorally challenged dogs, teaching them life skills they needed to be successfully placed in homes. Weekly 360 meetings review every animal in care to address the needs of each specific animal.

Pt IX · col B
03

The WHS Spay & Neuter Clinic performed 6,176 spay and neuter surgeries in 2018-19: 1,819 owned pets, 1,716 community cats, 576 pets from other rescue groups, and 1,930 WHS shelter pets. The need for veterinary care can be a significant barrier to adoption.

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 · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$15K

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$570K
Other incomeLn 4–11$397K
Money outPt IX
$3.1M
Ln 25
Programscol B$2.4M
Managementcol C$200K
Fundraisingcol D$501K
Owns and owesPt X
$7.4M
net assets · Ln 32
Cash and savingsLn 1–2$237K
Total assetsLn 16$7.5M
LiabilitiesLn 26$159K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Noncash giftsLn 1g$90K
Fundraising eventsLn 1c$69K
Fees for servicesLn 2g$570K
Investment incomeLn 3$63K
Other incomeLn 4–11$397K
Gains on assetsLn 7−$10K
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$237K
SavingsLn 2$0
Cash and savings togetherLn 1–2$237K
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$2.9M
Total assetsLn 16$7.5M
LiabilitiesLn 26$159K
Net assetsLn 32$7.4M
OperationsPt I, VI
EmployeesI 595
VolunteersI 61,000
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 FY19End FY19
Cash and savingsLn 1–2$478K$237K
InvestmentsLn 11–13$2.5M$2.1M
Land, buildings, equipmentLn 10c$2.4M$2.3M
Total assetsLn 16$7.9M$7.5M
LiabilitiesLn 26$144K$159K
Net assetsLn 32$7.7M$7.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
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$171K$70K$102K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.6M$1.3M$283K
Pension plan contributionsLn 8$16K$10K$6K$301
Other employee benefitsLn 9$119K$86K$19K$14K
Payroll taxesLn 10$159K$118K$18K$22K
Management feesLn 11a$0
Legal feesLn 11b$200$200
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$25K$21K$4K
Advertising and promotionLn 12$84K$22K$62K
Office expensesLn 13$47K$14K$3K$30K
Information technologyLn 14$18K$14K$50$4K
RoyaltiesLn 15$0
OccupancyLn 16$199K$114K$9K$75K
TravelLn 17$31K$8K$4K$20K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$16K$12K$2K$1K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$145K$120K$11K$14K
InsuranceLn 23$28K$27K$1K
Other expenses (24a–d)Ln 24$502K$470K$4K$28K
All other expensesLn 24e−$8K$44K$1K−$53K
Total functional expensesLn 25$3.1M$2.4M$200K$501K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $3.2M$3.5M−$338K$0 990 PDF
FY2021 $4.0M$3.1M$897K$8.4M 990 PDF
FY2020 Not on file
FY2019 Viewing $2.7M$3.1M−$473K$7.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants M · Noncash O · Explanations
See the full FY2019 990 (6 parts)
Part I · Summary $2,656,401 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,266,412$1,626,972
I-9 Program service revenuePrior year $524,946$570,360
I-10 Investment incomePrior year $85,030$62,512
I-11 Other revenuePrior year $425,065$396,557
I-12 Total revenuePrior year $2,301,453$2,656,401
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,921,285$2,027,406
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,052,101$1,101,968
I-18 Total expensesPrior year $2,973,386$3,129,374
I-19 Revenue less expensesPrior year −$671,933−$472,973
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $2,656,401 across 12 lines filed
Lines not itemized here account for $339,899 of total revenue; see the IRS return.
VIII-1c Fundraising events$69,230
VIII-1f All other contributions, gifts and grants$1,557,742
VIII-1g Noncash contributions (included above)$89,973
VIII-1h Total contributions, gifts and grants$1,626,972
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $570,360$570,360
VIII-3 Investment incomeExcluded from tax $72,828$72,828
VIII-5 Royalties$0
VIII-6 Net rental income or lossUnrelated business $5,212$5,212
VIII-7 Net gain or loss on sales of assetsRelated to mission −$10,316−$10,316
VIII-8 Net income from fundraising eventsExcluded from tax $48,592$48,592
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,854$2,854
VIII-12 Total revenueRelated to mission $562,898 · Unrelated business $5,212 · Excluded from tax $461,319$2,656,401
Part IX · Statement of functional expenses $3,129,374 across 31 lines filed
IX-1 Grants to domestic organizations$0
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 staffPrograms $69,607 · Management $101,711$171,318
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,278,844 · Fundraising $283,477$1,562,321
IX-8 Pension plan contributionsPrograms $10,111 · Management $5,914 · Fundraising $301$16,326
IX-9 Other employee benefitsPrograms $86,171 · Management $18,536 · Fundraising $13,810$118,517
IX-10 Payroll taxesPrograms $118,473 · Management $18,100 · Fundraising $22,351$158,924
IX-11a Management fees$0
IX-11b Legal feesPrograms $200$200
IX-11c Accounting feesManagement $16,480$16,480
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $21,047 · Management $4,050$25,097
IX-12 Advertising and promotionPrograms $22,200 · Fundraising $61,850$84,050
IX-13 Office expensesPrograms $13,909 · Management $3,251 · Fundraising $29,525$46,685
IX-14 Information technologyPrograms $13,685 · Management $50 · Fundraising $3,799$17,534
IX-15 Royalties$0
IX-16 OccupancyPrograms $113,686 · Management $9,371 · Fundraising $75,494$198,551
IX-17 TravelPrograms $7,758 · Management $3,622 · Fundraising $19,595$30,975
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $12,083 · Management $2,273 · Fundraising $1,221$15,577
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $119,770 · Management $10,625 · Fundraising $14,297$144,692
IX-23 InsurancePrograms $26,761 · Management $1,380$28,141
IX-24 Other expenses (24a–d)Programs $470,071 · Management $3,967 · Fundraising $27,511$501,549
IX-24e All other expensesPrograms $44,037 · Management $1,038 · Fundraising −$52,638−$7,563
IX-25 Total functional expensesPrograms $2,428,413 · Management $200,368 · Fundraising $500,593$3,129,374
Part X · Balance sheet $7,541,934 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $39,179$237,335
X-2 Savings and temporary cash investmentsStart of year $438,407$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $12,934$3,796
X-8 Inventories for sale or useStart of year $19,117$18,607
X-9 Prepaid expenses and deferred chargesStart of year $13,457$12,692
X-10c Land, buildings and equipment, netStart of year $2,376,228$2,267,882
X-11 Publicly traded securitiesStart of year $2,488,246$2,141,027
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $2,482,699$2,860,595
X-16 Total assetsStart of year $7,870,267$7,541,934
X-17 Accounts payable and accrued expensesStart of year $131,723$144,830
X-19 Deferred revenueStart of year $12,160$14,215
X-26 Total liabilitiesStart of year $143,883$159,045
X-32 Total net assets or fund balancesStart of year $7,726,384$7,382,889
X-33 Total liabilities and net assetsStart of year $7,870,267$7,541,934
Part XI · Reconciliation of net assets $7,382,889 net assets at year end
XI-1 Total revenue$2,656,401
XI-2 Total expenses$3,129,374
XI-3 Revenue less expenses−$472,973
XI-4 Net assets at start of year$7,726,384
XI-5 Net unrealized gains (losses) on investments$39,316
XI-9 Other changes in net assets$90,162
XI-10 Net assets at end of year$7,382,889

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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