Applegate Partnership INC EIN 93-1151372 Form 990 (PDF) Claim this org

Applegate Partnership INC FY2022 filing

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Promotes ecosystem health and diversity by uniting groups and residents to use natural principles. For fiscal year 2022 it reported $785K in revenue, $920K in expenses, and $185K in net assets.Pt I

Founded
1994
Type
Public charity (501(c)(3)) · Environment
Location
Jacksonville, OR
Website
www.applegatepartnership.org
Filings
6 on file (2020–2022)
Revenue
$785KFY2022
Expenses
$920K
Net assets
$185K
People
10
Filings
6
Updates
0
More identity details & actions ⌄
EIN  93-1151372 Public charity (501(c)(3)) Jacksonville, OR Founded 1994
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →
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Size
$1–10M
What they do
Promotes ecosystem health and diversity by uniting groups and residents to use natural principles.
Leadership
Jack Shipley · Board Member Emeritus
Money in and out
$785K revenue, $920K expenses
Bottom line
98% program efficiency
Where the money goes · FY2022
Total revenue
$785K
Pt VIII · Ln 12
Total expenses
$920K
Pt IX · Ln 25
Net assets
$185K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$135K
Where spending went · Part IX cols B–D
Program services $0.98 Management & general $0.02
Program efficiency
98%
of spending reaches programs
Operating runway
1.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
-17%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$785K
FY2022▼ -20%
Expenses
$920K
FY2022▼ -19%
Total assets
$220K
FY2022▼ -31%
Total liabilities
$35K
FY2022▲ +15%
Total revenue
$785K
Pt VIII · Ln 12
Total expenses
$920K
Pt IX · Ln 25
Net assets
$185K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$135K
Total assetsPt X · Ln 16$220K
Program-expense ratioPt IX · col B98%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CApplegate Partnership INC
EINHdr · item D93-1151372
Principal addressHdr · item CJacksonville, OR
WebsiteHdr · item Jwww.applegatepartnership.org
Year of formationHdr · item L1994
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEnvironment (C320)
Ruling yearIRS BMFOct 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member Emeritus
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Janelle Dunlevy’s $89K as Executive Director is at the 19th percentile of top reported officer pay among 1845 $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 · 2 named individuals · Part VII

NameFY2025FY2024
Janelle Dunlevy$88,992$70,207
Charles Rogers$400$10,925

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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Mission & Programs · Part III

Where the work happens

3 program services, described in the organization's own filed words · FY2022.
01

Upper philips fish passage & irrigation efficiency project upon completion will have addressed impaired fish passage at the upper phillips irrigation diversion. The dam is a concrete, channel spanning structure. That poses an approximately 5-FOOT jump to upstream migrating fishes.

Pt IX · col B
02

The watts toppin fish passage project continued to address planning and technical design to improve fish passage and irrigation efficiency on willi ams creek at teh oldest water right in the system.

Pt IX · col B
03

Conservation implementation strategy for upland fuels reduction the organization has been working with local agencies and non-profit organizations on fuels reduction projects in the applegate watershed.

Pt IX · col B

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Statement of Revenue

Part VIII
Contributions & grants100%$785K
Investment income$13
— government grantsLn 1e$546K
Total revenueLn 12$785K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.98 Management & general $0.02
Program services98%$904K
Management & general2%$17K
Total functional expensesLn 25$920K

Balance Sheet

Part X · end of year
CashLn 1$140K
Total assetsLn 16$220K
Total liabilitiesLn 26$35K
Total net assetsLn 32$185K
Months of cash on handcomputed1.8

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $140K · Operating expenses/yr $920K
1.8 months
Where the money goes
Program services
Program services $904K · Total expenses $920K
98%
Management & General
Management & general $17K · Total expenses $920K
2%
Fundraising
Fundraising $0 · Total expenses $920K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $452K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $785K · Total revenue $785K
100%
Government reliance
Government grants $546K · Total revenue $785K
70%
Earned-income share
Program service revenue $0 · Total revenue $785K
0%
Investment reliance
Investment income $13 · Total revenue $785K
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $920K
0%
Growth & trend
Revenue growth (YoY)
This year $785K · Prior year $981K
-20%
Net-asset trend (YoY)
End of year $185K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $785K · Expenses $920K
-17%
Liabilities-to-Assets
Total liabilities — · Total assets $220K
Net-asset ratio
Net assets $185K · Total assets $220K
84%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $220K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jack Shipley · Reported title BOARD MEMBER EMERITUS · Highest reported compensation $0 · Total expenses $920K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $295K · Total expenses $920K
32%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 98%
Overhead ratio 2%
Fundraising cost ratio 0%
Revenue growth -20%
Legal fee ratio 0.2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$12K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.2M revenue · ⤓ 990 PDF
FY2024$1.7M revenue · ⤓ 990 PDF
FY2023$1.5M revenue · ⤓ 990 PDF
FY2022$785K revenue · viewing · ⤓ 990 PDF
FY2021$981K revenue · ⤓ 990 PDF
FY2020$1.6M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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