McKenzie River Trust FY2020 filing

Tax-deductible

Eugene, OR501(c)(3)Since 1990EnvironmentEIN 93-1029808Revenue $2.4M in FY2020

On file with the IRSmckenzieriver.orgPo Box 1451, 97440-1451 · Eugene, ORTax-exempt since Sep 1995Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

Acquire and manage land and conservation easements through purchase and donation to ensure long term conservation of clean water, fish and wildlife habitat, and other community values.

501(c)(3) charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
$89K 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

FY2020 · 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
5 of 5
filings with a surplus
Average surplus $2.5M a year · 39% 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
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$89K
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
Cash reserves
13 mo
of spending, in cash
Looks good: 12.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$446K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
Spent
$1.8M
To programs
64%
Net assets
$12.8M
By yearFY2020–FY2024
Revenue
$2.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.4M
FY2021$5.7M
FY2022$3.0M
FY2023$13.0M
FY2024$7.9M
Expenses
$1.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$3.4M
FY2022$2.6M
FY2023$5.8M
FY2024$6.1M
Net assets
$12.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$12.8M
FY2021$15.9M
FY2022$14.5M
FY2023$23.2M
FY2024$25.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1995.

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

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $1.1M Management & general 21% · $368K Fundraising 15% · $269K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

16 people listed on the 990; $89K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$88,637Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Joe Moll’s $122K as Executive Dir. is at the 46th percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Joe Moll$122,380$126,165$106,282$93,848$88,637
Allegra Burdick$97,654$90,367———
Allegra Jasper——$82,009$71,234—

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 McKenzie River Trust executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org 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

Protecting clean water and wildlife by buying and receiving land for conservation.

Questions for McKenzie River Trust

Tap to ask. McKenzie River Trust sees how many people are interested.

Your first name shows with your question. McKenzie River Trust answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

2 programs · $1.1M · in their own filed words · FY2020
01

Acquisition of land or interest in land through purchases or donations from willing landowners. Management and restoration activities on approximately 2,459 acres of owned lands in western oregon. The trust also monitored 35 conservation easements covering 4,383 acres throughout the service area.

$739Kprogram expense
02

Conduct tours of owned properties and easements for the public. Publish materials about land protection and restoration, and participate in state- wide land conservation efforts. Share images and stories from MRT lands through the media, and represent the values of land conservation in community meetings.

$400Kprogram 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 · FY2025
Total grants receivedfrom 2 funders$11K
Grants paid · 9 grants · $540K · 2020–2024
Or Parks & Recreation DeptFY2024$353,632
Conf Tribes of SiletzFY2024$51,000
Ecostudies InstituteWA · FY2023$70,000
Conf Tribes of Grand RondeFY2023$26,791
Conf Tribes of SiletzFY2023$9,925
City of Eugene Parks and RecFY2020$10,000
Xcape Dance CompanyOR · FY2020$6,550
Long Tom Watershed CouncilOR · FY2020$6,550

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$120K
Fees for servicesLn 2g$111K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.1M
Managementcol C$368K
Fundraisingcol D$269K
Owns and owesPt X
$12.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$13.2M
LiabilitiesLn 26$446K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Noncash giftsLn 1g$77K
Fees for servicesLn 2g$111K
Investment incomeLn 3$120K
Other incomeLn 4–11$19K
Gains on assetsLn 7$23K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$38K
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$4.4M
Total assetsLn 16$13.2M
LiabilitiesLn 26$446K
Net assetsLn 32$12.8M
OperationsPt I, VI
EmployeesI 514
VolunteersI 6854
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$1.8M$1.9M
InvestmentsLn 11–13$5.0M$6.3M
Land, buildings, equipmentLn 10c$4.0M$4.4M
Total assetsLn 16$11.3M$13.2M
LiabilitiesLn 26$305K$446K
Net assetsLn 32$11.0M$12.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$35K$35K
Pay of current officers, directors and key staffLn 5$100K$33K$51K$15K
Other salaries and wagesLn 7$719K$408K$173K$139K
Pension plan contributionsLn 8$22K$13K$5K$4K
Other employee benefitsLn 9$78K$44K$19K$15K
Payroll taxesLn 10$64K$35K$17K$12K
Legal feesLn 11b$371$208$69$94
Accounting feesLn 11c$19K$11K$4K$5K
Investment management feesLn 11f$48K$48K
Other fees for servicesLn 11g$77K$43K$14K$20K
Advertising and promotionLn 12$36K$25K$463$10K
Office expensesLn 13$42K$26K$4K$12K
OccupancyLn 16$68K$37K$18K$13K
TravelLn 17$15K$14K$184$707
Depreciation, depletion and amortizationLn 22$54K$52K$2K
InsuranceLn 23$24K$17K$4K$3K
Other expenses (24a–d)Ln 24$363K$339K$6K$19K
All other expensesLn 24e$11K$7K$2K$2K
Total functional expensesLn 25$1.8M$1.1M$368K$269K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.9M$6.1M$1.8M$25.9M 990 PDF
FY2023 $13.0M$5.8M$7.2M$23.2M 990 PDF
FY2022 $3.0M$2.6M$438K$14.5M 990 PDF
FY2021 $5.7M$3.4M$2.3M$15.9M 990 PDF
FY2020 Viewing $2.4M$1.8M$600K$12.8M 990 PDF

Want to add your own materials alongside these filings? 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 FY2020 990 (6 parts)
Part I · Summary $2,375,221 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,286,671$2,124,831
I-9 Program service revenuePrior year $188,809$111,057
I-10 Investment incomePrior year $347,196$120,433
I-11 Other revenuePrior year $22,273$18,900
I-12 Total revenuePrior year $2,844,949$2,375,221
I-13 Grants and similar amounts paidPrior year $15,000$34,805
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $889,732$982,847
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,034,968$757,823
I-18 Total expensesPrior year $1,939,700$1,775,475
I-19 Revenue less expensesPrior year $905,249$599,746
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $2,375,221 across 9 lines filed
VIII-1f All other contributions, gifts and grants$2,124,831
VIII-1g Noncash contributions (included above)$77,117
VIII-1h Total contributions, gifts and grants$2,124,831
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $111,057$111,057
VIII-3 Investment incomeExcluded from tax $97,170$97,170
VIII-6 Net rental income or lossExcluded from tax $18,400$18,400
VIII-7 Net gain or loss on sales of assetsRelated to mission $23,263$23,263
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $500$500
VIII-12 Total revenueRelated to mission $134,320 · Excluded from tax $116,070$2,375,221
Part IX · Statement of functional expenses $1,775,475 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $34,805$34,805
IX-5 Pay of current officers, directors and key staffPrograms $33,480 · Management $50,592 · Fundraising $15,449$99,521
IX-7 Other salaries and wagesPrograms $407,569 · Management $172,880 · Fundraising $139,011$719,460
IX-8 Pension plan contributionsPrograms $12,871 · Management $5,253 · Fundraising $4,304$22,428
IX-9 Other employee benefitsPrograms $43,792 · Management $18,950 · Fundraising $14,767$77,509
IX-10 Payroll taxesPrograms $34,798 · Management $17,154 · Fundraising $11,977$63,929
IX-11b Legal feesPrograms $208 · Management $69 · Fundraising $94$371
IX-11c Accounting feesPrograms $10,819 · Management $3,573 · Fundraising $4,903$19,295
IX-11f Investment management feesManagement $47,833$47,833
IX-11g Other fees for servicesPrograms $43,185 · Management $14,261 · Fundraising $19,573$77,019
IX-12 Advertising and promotionPrograms $25,365 · Management $463 · Fundraising $10,315$36,143
IX-13 Office expensesPrograms $25,940 · Management $3,818 · Fundraising $11,973$41,731
IX-16 OccupancyPrograms $36,944 · Management $18,336 · Fundraising $12,897$68,177
IX-17 TravelPrograms $14,427 · Management $184 · Fundraising $707$15,318
IX-22 Depreciation, depletion and amortizationPrograms $52,104 · Management $1,687$53,791
IX-23 InsurancePrograms $16,568 · Management $4,432 · Fundraising $2,950$23,950
IX-24 Other expenses (24a–d)Programs $338,597 · Management $6,200 · Fundraising $18,591$363,388
IX-24e All other expensesPrograms $6,865 · Management $2,274 · Fundraising $1,668$10,807
IX-25 Total functional expensesPrograms $1,138,337 · Management $367,959 · Fundraising $269,179$1,775,475
Part X · Balance sheet $13,212,783 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $108,765$37,691
X-2 Savings and temporary cash investmentsStart of year $1,687,456$1,840,847
X-3 Pledges and grants receivableStart of year $454,180$455,100
X-4 Accounts receivable$170,560
X-9 Prepaid expenses and deferred chargesStart of year $3,000$3,000
X-10c Land, buildings and equipment, netStart of year $3,985,370$4,394,260
X-11 Publicly traded securitiesStart of year $4,423,017$5,648,063
X-12 Other securitiesStart of year $621,179$663,262
X-16 Total assetsStart of year $11,282,967$13,212,783
X-17 Accounts payable and accrued expensesStart of year $104,809$75,003
X-19 Deferred revenue$170,560
X-24 Unsecured notes and loans payableStart of year $200,000$200,000
X-26 Total liabilitiesStart of year $304,809$445,563
X-27 Net assets without donor restrictionsStart of year $6,071,090$6,999,910
X-28 Net assets with donor restrictionsStart of year $4,907,068$5,767,310
X-32 Total net assets or fund balancesStart of year $10,978,158$12,767,220
X-33 Total liabilities and net assetsStart of year $11,282,967$13,212,783
Part XI · Reconciliation of net assets $12,767,220 net assets at year end
XI-1 Total revenue$2,375,221
XI-2 Total expenses$1,775,475
XI-3 Revenue less expenses$599,746
XI-4 Net assets at start of year$10,978,158
XI-5 Net unrealized gains (losses) on investments$1,189,316
XI-10 Net assets at end of year$12,767,220

Form 990 e-file (XML) FY2020 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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

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.