Lane Workforce Partnership FY2023 filing

Tax-deductible

Eugene, OR501(c)(3)Since 1985EIN 93-0886373Revenue $6.2M in FY2023

On file with the IRSlaneworkforce.org1401 Willamette Street 2nd Floor, 97401-4003 · Eugene, ORTax-exempt since Oct 1990Publicly supported charity — 170(b)(1)(A)(vi)

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To meet the Workforce needs of employers and individuals through partnerships and innovations in Lane county, oregon.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$351K 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

FY2023 · 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
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $8K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$351K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $114K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$958K
100% of total assets
Concern: liabilities are 100% of assets; over 80%.
Pt X · Ln 26
Independent board members
29
of 29 voting members
Looks good: 29 of 29 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.2M
+25% vs prior year
Spent
$6.3M
To programs
91%
Net assets
$5K
By yearFY2020–FY2024
Revenue
$6.2M
FY2023▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.5M
FY2021$3.5M
FY2022$5.0M
FY2023$6.2M
FY2024$5.6M
FY2024$5.4M
Expenses
$6.3M
FY2023▲ +30%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.5M
FY2021$3.5M
FY2022$4.9M
FY2023$6.3M
FY2024$5.6M
FY2024$5.4M
Net assets
$5K
FY2023▼ -96%
Tap a bar for its year
Net assets by fiscal year
FY2020$32K
FY2021$27K
FY2022$110K
FY2023$5K
FY2024$651
FY2024−$13K

From the FY2023 Form 990 (year ending June 2023) · 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: FY2024. IRS ruling in Oct 1990.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $5.7M Management & general 9% · $593K

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

33 people listed on the 990; $351K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$127,343Pt VII · Sec A
Executive Di
$122,101Pt VII · Sec A
Director of
$101,920Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kristina Payne———$146,219$137,700$126,539
Tiffany Cink$140,305$134,984$127,343$119,980$119,227$112,261
Ashley Espinoza$139,721$131,566$122,101———
Cindy Perry$113,374$110,065$101,920———

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.

See Lane Workforce Partnership 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 15aYes

Programs and updates

Connects Lane County employers and job seekers by funding partnerships, career training, and youth work-readiness programs to boost local employment and economic success.

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2 programs · $5.7M · in their own filed words · FY2022
01

Under the leadership of the lane workforce partnership board of directors, worksource lane provides one point of access to businesses and job seekers where they receive a wide range of services: - 681 job listings were posted in imatch skills in targeted sectors - 85 job seekers were placed in targeted industries.

$4.8Mprogram expense
02

Working with education and business, the lane workforce partnership helps youth (ages 14-24 years) to gain work readiness, academic and occupational skills to increase their success as they transition from school to additional education or work. Of the youth participating in one of our contracted programs: - 281 youth served.

$903Kprogram 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 2 funders$114K
Grants paid · 90 grants · $20.5M · 2019–2024
Lane County (adultyouthstep)FY2024$1,363,210
Connected Lane CountyOR · FY2024$1,039,374
NurturelyOR · FY2024$374,469
Oregon Hospitality FoundationOR · FY2024$156,008
Pivot ArchitectureFY2024$131,015
The Reveille FoundationOR · FY2024$50,763
Opportunity Oregon INCOR · FY2024$44,307
OmepOR · FY2024$28,219
Institute for Networked CommunitiesFY2024$12,506
Lane County (adultyouthstep)FY2023$1,475,308
Connected Lane CountyOR · FY2023$1,238,749
NurturelyOR · FY2023$348,043
Babb ConstructionFY2023$39,000
See all 90 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$6.2M
Ln 12
Gifts and grantsLn 1h$6.2M
Investment incomeLn 3$25K
Money outPt IX
$6.3M
Ln 25
Programscol B$5.7M
Managementcol C$593K
Owns and owesPt X
$5K
net assets · Ln 32
Cash and savingsLn 1–2$473K
Total assetsLn 16$963K
LiabilitiesLn 26$958K
PeoplePt VI, VII
33
listed · VII A
PaidVII A3
Voting boardVI 1a29
IndependentVI 1b29
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.2M
Government grantsLn 1e$5.7M
Investment incomeLn 3$25K
Total revenueLn 12$6.2M
Assets in detailPt X, end of year
CashLn 1$8K
SavingsLn 2$465K
Cash and savings togetherLn 1–2$473K
Other assetsLn 15$63K
Total assetsLn 16$963K
LiabilitiesLn 26$958K
Net assetsLn 32$5K
OperationsPt I, VI
EmployeesI 58
VolunteersI 627
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 FY23End FY23
Cash and savingsLn 1–2$1.8M$473K
Total assetsLn 16$2.7M$963K
LiabilitiesLn 26$2.6M$958K
Net assetsLn 32$110K$5K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.9M$4.9M
Pay of current officers, directors and key staffLn 5$316K$90K$226K
Other salaries and wagesLn 7$486K$366K$121K
Pension plan contributionsLn 8$22K$19K$3K
Other employee benefitsLn 9$132K$95K$37K
Payroll taxesLn 10$80K$49K$31K
Legal feesLn 11b$670$670
Accounting feesLn 11c$32K$32K
Advertising and promotionLn 12$12K$11K$1K
Office expensesLn 13$24K$15K$9K
Information technologyLn 14$41K$21K$21K
OccupancyLn 16$11K$4K$6K
TravelLn 17$51K$25K$27K
Conferences, conventions and meetingsLn 19$38K$38K
Depreciation, depletion and amortizationLn 22$36K$23K$14K
InsuranceLn 23$25K$7K$18K
Other expenses (24a–d)Ln 24$158K$150K$8K
All other expensesLn 24e$2K$1K$668
Total functional expensesLn 25$6.3M$5.7M$593K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.6M$5.6M−$4K$651 990 PDF
FY2023 Viewing $6.2M$6.3M−$106K$5K 990 PDF
FY2022 $5.0M$4.9M$83K$110K 990 PDF
FY2021 $3.5M$3.5M−$4K$27K 990 PDF
FY2020 $3.5M$3.5M−$10K$32K 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 FY2023 990 (6 parts)
Part I · Summary $6,214,408 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,957,445$6,189,571
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,420$24,837
I-11 Other revenue$0
I-12 Total revenuePrior year $4,959,865$6,214,408
I-13 Grants and similar amounts paidPrior year $3,689,950$4,853,012
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $906,663$1,035,740
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $280,361$431,247
I-18 Total expensesPrior year $4,876,974$6,319,999
I-19 Revenue less expensesPrior year $82,891−$105,591
Part VI · Governance 29 of 29 board members independent, no flags
VI-1a Voting members of the governing body29
VI-1b Independent voting members29
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 $6,214,408 across 5 lines filed
VIII-1e Government grants$5,735,129
VIII-1f All other contributions, gifts and grants$454,442
VIII-1h Total contributions, gifts and grants$6,189,571
VIII-3 Investment incomeExcluded from tax $24,837$24,837
VIII-12 Total revenueExcluded from tax $24,837$6,214,408
Part IX · Statement of functional expenses $6,319,999 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $4,853,012$4,853,012
IX-5 Pay of current officers, directors and key staffPrograms $89,967 · Management $225,802$315,769
IX-7 Other salaries and wagesPrograms $365,529 · Management $120,695$486,224
IX-8 Pension plan contributionsPrograms $19,159 · Management $2,695$21,854
IX-9 Other employee benefitsPrograms $94,832 · Management $37,014$131,846
IX-10 Payroll taxesPrograms $48,846 · Management $31,201$80,047
IX-11b Legal feesManagement $670$670
IX-11c Accounting feesManagement $31,611$31,611
IX-12 Advertising and promotionPrograms $11,039 · Management $1,259$12,298
IX-13 Office expensesPrograms $14,799 · Management $9,374$24,173
IX-14 Information technologyPrograms $20,683 · Management $20,639$41,322
IX-16 OccupancyPrograms $4,300 · Management $6,246$10,546
IX-17 TravelPrograms $24,542 · Management $26,593$51,135
IX-19 Conferences, conventions and meetingsManagement $38,400$38,400
IX-22 Depreciation, depletion and amortizationPrograms $22,773 · Management $13,687$36,460
IX-23 InsurancePrograms $6,556 · Management $18,006$24,562
IX-24 Other expenses (24a–d)Programs $150,347 · Management $8,032$158,379
IX-24e All other expensesPrograms $1,023 · Management $668$1,691
IX-25 Total functional expensesPrograms $5,727,407 · Management $592,592 · Fundraising $0$6,319,999
Part X · Balance sheet $962,727 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $6,444$8,127
X-2 Savings and temporary cash investmentsStart of year $1,840,732$465,139
X-3 Pledges and grants receivableStart of year $725,914$406,427
X-4 Accounts receivableStart of year $1,348$19,564
X-15 Other assetsStart of year $88,858$63,470
X-16 Total assetsStart of year $2,663,296$962,727
X-17 Accounts payable and accrued expensesStart of year $692,893$672,427
X-19 Deferred revenueStart of year $1,663,808$107,866
X-25 Other liabilitiesStart of year $196,493$177,923
X-26 Total liabilitiesStart of year $2,553,194$958,216
X-27 Net assets without donor restrictionsStart of year $110,102$4,511
X-32 Total net assets or fund balancesStart of year $110,102$4,511
X-33 Total liabilities and net assetsStart of year $2,663,296$962,727
Part XI · Reconciliation of net assets $4,511 net assets at year end
XI-1 Total revenue$6,214,408
XI-2 Total expenses$6,319,999
XI-3 Revenue less expenses−$105,591
XI-4 Net assets at start of year$110,102
XI-10 Net assets at end of year$4,511

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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