2026-03-02T16:07:02-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 930928640 HEAD START OF YAMHILL COUNTY HEAD 5034722000 PO BOX 1311 MCMINNVILLE OR 97128 SUSAN LINZMEIER EXECUTIVE DIRECTOR 5034722000 2026-02-27 1 1 QUINN DUGAN P02267768 6082741980 2026-02-27 2024 2025-03-06 01:10:19Z SUSAN LINZMEIER PO BOX 1311 MCMINNVILLE OR 97128 8468172 0 X WWW.YAMHILLHEADSTART.ORG X 1996 OR WE ARE COMMITTED TO BEING A SUCCESSFUL LEARNING COMMUNITY WHICH INCLUDES:A PARTNERSHIP WITH PARENTS AND THEIR CHILDREN;A CELEBRATION OF DIVERSITY;AN ATMOSPHERE OF SUPPORT, RESPECT, AND TRUST;WHERE EVERYONE IS SAFE AND EXPERIENCES A SENSE OF BELONGING. 10 10 134 59 0 0 7930323 8417470 0 0 34162 25142 13119 25560 7977604 8468172 0 0 0 0 6090500 6075652 0 0 0 1679086 1768721 7769586 7844373 208018 623799 8793101 9261109 2898314 2742523 5894787 6518586 A LEARNING ORGANIZATION COMMITTED TO PARENTS AND CHILDREN, CELEBRATING DIVERSITY WITH SUPPORT, RESPECT AND TRUST. 0 0 4847409 0 0 HEAD START PROGRAM - PROVIDES COMPREHENSIVE EARLY CHILDHOOD DEVELOPMENT FOR DISADVANTAGED PRESCHOOL CHILDREN AND THEIR FAMILIES. CREATES A LEARNING COMMUNITY WHERE PARENT INVOLVEMENT AND EDUCATION ARE CORNERSTONES THAT ARE VITAL TO ASSISTING EACH CHILD IN DEVELOPING THEIR POTENTIAL, EMPOWERING PARENTS IN THEIR ROLES. 1944997 0 0 EARLY HEAD START PROGRAM -PROVIDES COMPREHENSIVE EARLY CHILDHOOD DEVELOPMENT FOR LOW INCOME AND DISADVANTAGED PRESCHOOL CHILDREN AND THEIR FAMILIES. THE PROGRAM CREATES A LEARNING COMMUNITY WHERE PARENT INVOLVEMENT AND EDUCATION ARE CORNERSTONES THAT ARE VITAL TO ASSISTING EACH CHILD IN DEVELOPING THEIR POTENTIAL AND TO EMPOWER PARENTS IN THEIR ROLES AS THE MOST IMPORTANT AND PRIMARY TEACHERS, CAREGIVERS, AND ROLE MODELS OF THEIR CHILDREN. 204722 0 0 MATERNAL INFANT EARLY CHILDHOOD HOME VISITING PROGRAM (MIECHV) - PROGRAM EXPANDS EVIDENCE-BASED HOME VISITING MODELS AND BUILDS STATEWIDE HOME VISITING SYSTEM INFRASTRUCTURE. EARLY HEAD START IS ONE OF THE EVIDENCE-BASED HOME VISITING MODELS. THE TARGET POPULATION OF MIECHV EARLY HEAD START IS PREGNANT WOMEN AND CHILDREN UNDER 12 MONTHS. THE GOALS OF MIECHV SERVICES ARE: IMPROVED MATERNAL AND NEWBORN HEALTH, PREVENTION OF CHILD INJURIES, CHILD ABUSE, NEGLECT, OR MALTREATMENT AND REDUCTION OF EMERGENCY DEPARTMENT VISITS, IMPROVEMENTS IN FAMILY ECONOMIC SELF-SUFFICIENCY, AND IMPROVEMENTS IN THE COORDINATION AND REFERRALS FOR OTHER COMMUNITY RESOURCES AND SUPPORTS. 6997128 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 134 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X KAREN GOELZER 5034722000 PO BOX 1311 MCMINNVILLE OR 97128 TYLER YEOMAN-MILLETTE CHAIRPERSON 1.00 X X 0 0 0 LARRY SODERBERG TREASURER 1.00 X X 0 0 0 DAVEY ALTREE VICE CHAIR/SECRETARY 1.00 X 0 0 0 MIRIAM VARGAS CORONA DIRECTOR 1.00 X 0 0 0 PAUL DAVIS DIRECTOR 1.00 X 0 0 0 SANDRA EMMETT DIRECTOR 1.00 X 0 0 0 STEPHANIE FINDLEY DIRECTOR 1.00 X 0 0 0 BRAD LUNT DIRECTOR 1.00 X 0 0 0 MARGARET MILLER DIRECTOR 1.00 X 0 0 0 ERIC WRIGHT DIRECTOR 1.00 X 0 0 0 SUSAN LINZMEIER EXECUTIVE DIRECTOR 40.00 X 131495 0 20225 KAREN GOELZER CFO (FINANCIAL CONTROLLER) 40.00 X 104617 0 17882 236112 0 38107 2 0 1 0 DMKS LLC 907 N BRUTCHER ST SUITE 206 NEWBERG OR 97132 RENOVATION/CONSTRUCTION 600831 SCOTT EDWARDS ARCHITECTURE 2525 BURNSIDE ST PORTLAND OR 97214 RENOVATION/CONSTRUCTION 162882 2 8409291 8179 8417470 25142 25142 25560 25560 25560 8468172 0 0 50702 282849 282849 4237309 4087632 149677 252425 246006 6419 841782 787109 54673 461287 420730 40557 1715 1715 34115 34115 14691 14691 17468 1131 16337 300156 297734 2422 51368 50508 860 632012 602168 29844 96620 90885 5735 103340 94342 8998 18421 18421 263952 78755 185197 94757 92347 2410 LICENSES, DUES AND FEES 68966 49576 19390 EQUIPMENT LEASES AND MA 32209 32209 CLIENT SERVICES 30631 30631 8300 538 7762 7844373 6997128 847245 0 1178799 963244 697000 24724 795646 1114011 65697 67272 7961844 2459745 4337296 5502099 30599 33956 1688064 1555803 8793101 9261109 770496 805786 2500 0 416432 367193 1708886 1569544 2898314 2742523 X 5864188 6484630 30599 33956 5894787 6518586 8793101 9261109 623799 0 X X 0 1 X 1 1 1 X 5746967 5733322 7758830 7930323 8417470 35586912 5746967 5733322 7758830 7930323 8417470 35586912 35586912 7804 173 38490 25142 71609 12011 8357 13119 25560 59047 35717568 0.99630 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30599 3641 284 33956 27717 3147 265 30599 26191 1776 250 27717 27734 -1401 142 26191 20249 7602 117 27734 0.00000 1.00000 0.00000 1 0 475796 475796 5768329 1937771 3830558 570787 43188 527599 544485 138408 406077 602447 340378 262069 5502099 RIGHT OF USE LEASE ASSETS - OPERATING 294361 RIGHT OF USE LEASE ASSETS - FINANCE 1261442 1555803 LEASE OBLIGATIONS - OPERATING 307194 LEASE OBLIGATIONS - FINANCE 1262350 1569544 X 8468172 0 8468172 0 8468172 7844373 0 7844373 0 7844373 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF AN ENDOWMENT SET UP BY THE OREGON COMMUNITY FOUNDATION FOR THE SOLE BENEFIT OF THE ORGANIZATION, USING $10,000 OF FUNDS PROVIDED BY THE ORGANIZATION. THE ENDOWMENT FUND IS HELD BY THE OREGON COMMUNITY FOUNDATION AND, THEREFORE, THE ORGANIZATION HAS A BENEFICIAL INTEREST IN ASSETS HELD BY ANOTHER. THE OREGON COMMUNITY FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PERPETUAL SOURCE OF FUNDING WHILE SEEKING MAXIMIZE THE LONG-TERM TOTAL RETURN. ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS LESS SPECULATIVE THAN THOSE FOR PERSONAL INVESTMENT. PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 1 0 SUSAN LINZMEIER EXECUTIVE DIRECTOR 125776 0 2500 0 3219 0 9338 0 10887 0 151720 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED NONFIXED INCENTIVE COMPENSATION TO A COVERED EMPLOYEE. THE INCENTIVE PAYMENTS WERE NOT GUARANTEED OR EXPECTED IN ADVANCE, WERE AWARDED AT THE DISCRETION OF MANAGEMENT AND THE BOARD OF DIRECTORS, AND WERE APPROVED BY THE BOARD AFTER THE YEAR ENDED. THE ORGANIZATION RETAINED DISCRETION OVER WHETHER TO PAY THE INCENTIVES AND THE AMOUNT PAID. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE FORM 990 DURING THE FINANCE COMMITTEE MEETING AND IT IS REVIEWED BY THE FULL BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES OREGON HEADSTART ASSOCIATION COMPENSATION STUDY FOR COMPARABLE DATA TO ASSIST WITH DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS. THE ORGANIZATIONS BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION AT THE FRONT OFFICE OF THE ORGANIZATION'S ADMINISTRATION LOCATION. FORM 990, PART XII, LINE 2C: THE AUDIT SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.