philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Willamette Valley Wineries Association

Not tax-deductible

Portland, OR501(c)(6)EIN 93-0918717Revenue $2.0M in FY2024

On file with the IRSwillamettewines.comPo Box 25162, 97298-0162 · Portland, ORTax-exempt since Jul 1987

Tell your story. Claim this org

To promote the Wineries of members located in Willamette Valley, oregon via local and national tasting events, various promotional materials, education, & partnerships with local businesses.

Run by 50 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
2 of 5
filings with a surplus
Average deficit $60K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$136K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $40K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$161K
32% of total assets
Looks good: liabilities are 32% 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
$2.0M
+29% vs prior year
Spent
$1.8M
Net assets
$346K
By yearFY2020–FY2024
Revenue
$2.0M
FY2024▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.0M
FY2023$1.6M
FY2024$2.0M
Expenses
$1.8M
FY2024-0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.4M
FY2023$1.8M
FY2024$1.8M
Net assets
$346K
FY2024▲ +172%
Tap a bar for its year
Net assets by fiscal year
FY2020$622K
FY2021$728K
FY2022$362K
FY2023$127K
FY2024$346K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1987.

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

Who runs it and what they're paid

19 people listed on the 990; $136K paid to officers and key staff.

Part VII, Section A · reportable compensation
Morgen McLaughlin
Executive Director
$135,749Pt VII · Sec A
Ben Casteel
President
$0Pt VII · Sec A
Lois Cho
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Morgen McLaughlin$135,749$182,940$166,940$159,025$145,049

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 Willamette Valley Wineries Association executive salaries →

On this list? Claim this org

Something off? Claim to fix it

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

Promotes Willamette Valley wineries through events, materials, education, and local partnerships.

Questions for Willamette Valley Wineries Association

Tap to ask. Willamette Valley Wineries Association sees how many people are interested.

Your first name shows with your question. Willamette Valley Wineries Association answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · in their own filed words · FY2024
01

Oregon pinot camp. The association hosts an invitation-only annual wine event that brings 270 national and international wine professionals to the willamette valley for four days of education and collaboration with 52 oregon wineries.

Pt IX · col B
02

Willamette valley marketing activities. The association invests in year-round public and media relations, social media content development, digital marketing and advertising, email generation, editorial content, website enhancements and maintenance, marketing webinars and publishes a printing and digital touring guide and viticultural…

Pt IX · col B
03

The willamette valley wine auction. The association hosts an annual wine trade auction that showcases one-of-a-kind lots of handcrafted wines for a targeted, trade-only audience. Funds contributed by sponsors and ticket sales were used to execute the event. The event was held august 7 and 8, 2024.

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 · FY2024
Erath Family FoundationFY2024$40K
Total grants receivedfrom 1 funder$40K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.9M
Gifts and grantsLn 1h$106K
Other incomeLn 4–11$29K
Money outPt IX
$1.8M
Ln 25
Owns and owesPt X
$346K
net assets · Ln 32
Cash and savingsLn 1–2$507K
Total assetsLn 16$507K
LiabilitiesLn 26$161K
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$106K
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$5K
Other incomeLn 4–11$29K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$507K
Cash and savings togetherLn 1–2$507K
Total assetsLn 16$507K
LiabilitiesLn 26$161K
Net assetsLn 32$346K
OperationsPt I, VI
EmployeesI 57
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
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$276K$507K
Total assetsLn 16$276K$507K
LiabilitiesLn 26$149K$161K
Net assetsLn 32$127K$346K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$136K
Other employee benefitsLn 9$55K
Payroll taxesLn 10$15K
Accounting feesLn 11c$30K
Lobbying feesLn 11d$3K
Other fees for servicesLn 11g$220K
Office expensesLn 13$75K
Information technologyLn 14$18K
OccupancyLn 16$6K
InterestLn 20$7K
InsuranceLn 23$6K
Other expenses (24a–d)Ln 24$1.2M
Total functional expensesLn 25$1.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.0M$1.8M$219K$346K 990 PDF
FY2023 $1.6M$1.8M−$235K$127K 990 PDF
FY2022 $1.0M$1.4M−$366K$362K 990 PDF
FY2021 $1.4M$1.3M$106K$728K 990 PDF
FY2020 $1.3M$1.3M−$24K$622K 990 PDF

More to add? Claim this org

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 $2,013,396 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $71,500$106,500
I-9 Program service revenuePrior year $1,486,040$1,873,222
I-10 Investment incomePrior year $4,538$4,779
I-11 Other revenuePrior year $4,025$28,895
I-12 Total revenuePrior year $1,566,103$2,013,396
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $213,951$205,433
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,587,104$1,589,109
I-18 Total expensesPrior year $1,801,055$1,794,542
I-19 Revenue less expensesPrior year −$234,952$218,854
Part VI · Governance 18 of 18 board members independent, 3 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,013,396 across 6 lines filed
Lines not itemized here account for $42,930 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$106,500
VIII-1h Total contributions, gifts and grants$106,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,830,292$1,830,292
VIII-3 Investment incomeExcluded from tax $4,779$4,779
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $28,895$28,895
VIII-12 Total revenueRelated to mission $1,902,117 · Unrelated business $0 · Excluded from tax $4,779$2,013,396
Part IX · Statement of functional expenses $1,794,542 across 12 lines filed
IX-5 Pay of current officers, directors and key staff$135,749
IX-9 Other employee benefits$54,965
IX-10 Payroll taxes$14,719
IX-11c Accounting fees$30,390
IX-11d Lobbying fees$3,000
IX-11g Other fees for services$219,887
IX-13 Office expenses$74,600
IX-14 Information technology$17,648
IX-16 Occupancy$5,962
IX-20 Interest$7,293
IX-23 Insurance$6,131
IX-24 Other expenses (24a–d)$1,224,198
IX-25 Total functional expenses$1,794,542
Part X · Balance sheet $506,898 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $276,365$506,898
X-16 Total assetsStart of year $276,365$506,898
X-17 Accounts payable and accrued expensesStart of year $0$9,386
X-26 Total liabilitiesStart of year $149,260$160,939
X-32 Total net assets or fund balancesStart of year $127,105$345,959
X-33 Total liabilities and net assetsStart of year $276,365$506,898
Part XI · Reconciliation of net assets $345,959 net assets at year end
XI-1 Total revenue$2,013,396
XI-2 Total expenses$1,794,542
XI-3 Revenue less expenses$218,854
XI-4 Net assets at start of year$127,105
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$345,959

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.