Nonprofit · EIN 47-4968611
WILLAMETTE FALLS TRUST
Tax-exempt · WEST LINN, OR 97068
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,310,319 | $1,668,815 | -$358,496 | $12,470,771 | $133,292 | $12,337,479 |
| December 31, 2023 | 990 | $5,071,051 | $1,585,047 | $3,486,004 | $12,793,593 | $97,618 | $12,695,975 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,210,056
- of which government grants
- $100,000
- Program service revenue
- $0
- Investment income
- $100,263
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $55,500
- Compensation of officers, directors and key employees
- $227,047
- Other salaries and wages
- $276,931
- Salaries, compensation and benefits (total)
- $616,301
- Professional fundraising fees
- $144,721
- Legal fees
- $173,304
- Accounting fees
- $41,065
- Occupancy
- $24,338
- Travel
- $24,067
- Program services (functional)
- $985,867
- Management and general (functional)
- $273,701
- Fundraising (functional)
- $409,247
Balance sheet and other
- Total assets, start of year
- $12,793,593
- Total assets, end of year
- $12,470,771
- Total liabilities, end of year
- $133,292
- Net assets, end of year
- $12,337,479
- Net assets without donor restrictions
- $1,740,416
- Net assets with donor restrictions
- $10,597,063
- Gross receipts
- $1,310,319
- Employees
- 6
- Volunteers
- 13
- Year formed
- 2015
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE BROWN | PRESIDENT Officer | 40 | $125,390 | $1,975 |
| JUSTIN PABALATE | DIRECTOR OF OPERATIONS & FINANCE Highest-paid employee | 40 | $110,848 | $9,193 |
| LESLIE MASON | VICE PRESIDENT OF DEVELOPMENT AND COMMUNICATIONS Highest-paid employee | 40 | $102,934 | $9,139 |
| ANDREW MASON | PRESIDENT EMERITUS Trustee or director | 10 | $91,021 | $8,661 |
| ROBERT KENTTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL DOLAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALICE NORRIS | CHAIR EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| MARIANNE ALLISON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| AARON BARBER-STRONG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANNETTE KENDALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOBY PATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DELVIS HEATH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE VIGELAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM KNOWLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVIS WASHINES | CHAIR Trustee or director, Officer | 2 | $0 |
| JODI BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES MANION | DIRECTOR Trustee or director | 1 | $0 |
| MARY BAUMGARDNER | DIRECTOR Trustee or director | 1 | $0 |
| ZEKE SMITH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXIS INGRAM | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $134,425 | $14,458 |
| GERARD RODRIGUEZ | DIRECTOR OF TRIBAL AFFAIRS Highest-paid employee | 40 | $112,890 | $8,795 |
| ANDREW MASON | EXECUTIVE DIRECTOR Officer | 40 | $104,698 | $13,398 |
| ROBERT KENTTA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BILL DOLAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALICE NORRIS | CHAIR EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| MARIANNE ALLISON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| AARON BARBER-STRONG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANNETTE KENDALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOBY PATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DELVIS HEATH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE VIGELAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM KNOWLES | DIRECTOR Trustee or director | 11 | $0 | $0 |
| DAVIS WASHINES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JODI BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES MANION | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BAUMGARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ZEKE SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 22825 WILLAMETTE DR SUITE 210, WEST LINN, OR 97068-3339
- In care of
- % ALICE NORRIS
- Mailing address (990-N for 2016)
- 814 Main Street, Oregon City OR 97045
- Principal officer (990 for 2024)
- KATHERINE BROWN, PO BOX 2588, OREGON CITY, OR 97045
- Principal officer (990-N for 2016)
- Alice Norris, 814 Main Street, Oregon City OR 97045
- Signed the 990
- KATHERINE BROWN, PRESIDENT
- Phone
- (503) 744-0790
- Website
- WWW.WILLAMETTEFALLSTRUST.ORG
- Return prepared by
- SOCIAL IMPACT ACCOUNTING
Mission
WILLAMETTE FALLS TRUST'S MISSION IS TO CHAMPION AND SUSTAIN AN EXCEPTIONAL WILLAMETTE FALLS EXPERIENCE THAT OFFERS YEAR-ROUND CONNECTION TO THE GRANDEUR OF THE FALLS, HISTORIC AND CULTURAL INTERPRETATION, HEALTHY HABITAT, PUBLIC OPEN SPACES, AND ELEVATES TRIBAL VOICES AND INTERESTS IN THE FALLS AND ITS WATERWAY.
Program accomplishments
- SUCCESSFULLY ENGAGED ADDITIONAL PARTNERS, INCLUDING THE LOCKS AUTHORITY, THE HERITAGE AREA, THE CITY OF WEST LINN, AND PORTLAND GENERAL ELECTRIC TO DEVELOP A WILLAMETTE FALLS VISION FOR THE FALLS' WEST SIDE. SECURED AN ADDITIONAL FUNDING FOR CAPITAL PROJECT WORK AT WILLAMETTE FALLS. ADVANCED DESIGN RECOMMENDATIONS THROUGH INDIGENOUS COMMUNITY ENGAGEMENT, USING THEM TO DEVELOP A CONCEPT VISION FOR MOORE'S ISLAND ON THE WEST SIDE OF WILLAMETTE FALLS.Expenses $985,867 · grants $55,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4968611
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $12,470,771
- Income (IRS master file)
- $1,310,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,310,319 | $1,668,815 | $12,470,771 | XML |
| 990 | December 2023 | $5,071,051 | $1,585,047 | $12,793,593 | XML |
| 990 | December 2022 | $605,485 | $1,715,558 | $9,335,968 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Alice Norris | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4968611).
Questions about WILLAMETTE FALLS TRUST
- What is the EIN of WILLAMETTE FALLS TRUST?
- The employer identification number (EIN) of WILLAMETTE FALLS TRUST is 47-4968611.
- Is WILLAMETTE FALLS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to WILLAMETTE FALLS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLAMETTE FALLS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLAMETTE FALLS TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLAMETTE FALLS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WILLAMETTE FALLS TRUST?
- The 990 for the year ended December 31, 2024 names KATHERINE BROWN.
- Who are the officers and directors of WILLAMETTE FALLS TRUST?
- The 990 for the year ended December 31, 2024 lists 20 people; 4 received compensation from the organization, the highest $125,390 (KATHERINE BROWN, PRESIDENT).
- How much revenue does WILLAMETTE FALLS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,310,319, expenses of $1,668,815 and total assets of $12,470,771 at year end.
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