Nonprofit · EIN 87-3700069
WILLAMETTE VALLEY WINE FOUNDATION
Tax-exempt · PORTLAND, OR 97212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $276,069 | $205,069 | $71,000 | $144,493 | $0 | $144,493 |
| December 31, 2023 | 990-EZ | $92,950 | $59,221 | $33,729 | $73,493 | $0 | $73,493 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $276,069
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $567
- Accounting fees
- $1,422
- Travel
- $876
- Program services (functional)
- $30,000
- Management and general (functional)
- $175,069
Balance sheet and other
- Total assets, start of year
- $73,493
- Total assets, end of year
- $144,493
- Total liabilities, end of year
- $0
- Net assets, end of year
- $144,493
- Gross receipts
- $276,069
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- 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 |
|---|---|---|---|
| KIM BELLINGAR | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| ROSIE ANDALON | DIRECTOR Trustee or director | 1.5 | $0 |
| TOM HELLIE | DIRECTOR Trustee or director | 1 | $0 |
| MIKE MCNALLY | SECRETARY Trustee or director, Officer | 6 | $0 |
| BILL SWEAT | TREASURER Trustee or director, Officer | 3 | $0 |
| LEDA GARSIDE | DIRECTOR Trustee or director | 1 | $0 |
| MARIA FERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| GERARDO PARTIDA | CHAIR Trustee or director, Officer | 3 | $0 |
| ANNIE SHULL | DIRECTOR Trustee or director | 3 | $0 |
| PAGE KNUDSEN COWLES | DIRECTOR Trustee or director | 2 | $0 |
| KATHIE BYERS | DIRECTOR Trustee or director | 1 | $0 |
| IAN LOMBARD | DIRECTOR Trustee or director | 1 | $0 |
| SHEILA PRUITT | DIRECTOR Trustee or director | 2.5 | $0 |
| JAMES A THOMMES MD | DIRECTOR Trustee or director | 3 | $0 |
| MIGUEL LOPEZ | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORGEN MCLAUGHLIN | EXECUTIVE DIRECTOR Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM HELLIE | DIRECTOR | 2.5 | $0 |
| LEDA GARSIDE | DIRECTOR | 2.5 | $0 |
| MARIA FERNANDEZ | DIRECTOR | 2.5 | $0 |
| GERARDO PARTIDA | DIRECTOR | 2.5 | $0 |
| ANNIE SHULL | DIRECTOR | 2.5 | $0 |
| PAGE KNUDSEN COWLES | DIRECTOR | 2.5 | $0 |
| KATHIE BYERS | DIRECTOR | 2.5 | $0 |
| IAN LOMBARD | DIRECTOR | 2.5 | $0 |
| SHEILA PRUITT | DIRECTOR | 2.5 | $0 |
| JAMES A THOMMES MD | DIRECTOR | 2.5 | $0 |
| KIM BELLINGAR | VICE CHAIR | 4 | $0 |
| ROSIE ANDALON | CHAIR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 3519 NE 15TH AVE 506, PORTLAND, OR 97212-2356
- In care of
- % JULIE DAIRYMPLE
- Principal officer (990 for 2024)
- JULIE DALRYMPLE, 3519 NE 15TH AVE 506, PORTLAND, OR 97212
- Signed the 990
- JULIE DALRYMPLE, EXECUTIVE DIRECTOR
- Phone
- (503) 479-5503
- 990-N for 2021 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: MORGEN MCLAUGHLIN, 10200 SW EASTRIDGE ST STE 214, PORTLAND OR 97225. Mailing address: 10200 SW EASTRIDGE ST STE 214, PORTLAND OR 97225. Website: www.willamettewines.com/wv-wine-foundation/
- Return prepared by
- IRVINE & COMPANY CPA'S LLC
Mission
THE WILLAMETTE VALLEY WINE FOUNDATION WILL ENHANCE THE WELLBEING OF WINEGROWING COMMUNITIES IN THE WILLAMETTE VALLEY THROUGH THE COLLABORATIVE SUPPORT OF AFFORDABLE HOUSING COMMUNITIES ENRICHED WITH EARLY CHILDHOOD EDUCATION AND CARE, HEALTH SERVICES, AND PERSONAL DEVELOPMENT OPPORTUNITIES.
Program accomplishments
- PRIMEROS PASOS EARLY CHILDHOOD EDUCATION AND CARE:THE FOUNDATION'S PRIMEROS PASOS PARTNERSHIP IS CREATING BEST-IN-CLASS EARLY CHILDHOOD EDUCATION AND CARE FOR LATINO FAMILIES IN THE MID-WILLAMETTE VALLEY. IMPACTS IN 2024 INCLUDE: SEEDING JUSTICE CAPACITY BUILDING GRANT (SECOND YEAR); BUSINESS TRAINING FOR CHILD CARE PROVIDERS; LEARNING RESOURCES FOR EARLY CHILDHOOD EDUCATORS; CLACKAMAS COMMUNITY COLLEGE DEGREE PROGRAM; DEVELOPMENT OF AN EARLY CHILDHOOD EDUCATOR APPRENTICESHIP PROGRAM; TRAINING AND LICENSING OF FAMILY CHILD CARE HOME EDUCATORS (17 COMPLETE + 10 IN PROGRESS).Expenses $25,000 · grants $25,000
- STRATUS VILLAGE AFFORDABLE APARTMENT COMMUNITY: THE HOUSING AUTHORITY OF YAMHILL COUNTY BEGAN CONSTRUCTION OF STRATUS VILLAGE, A 175 AFFORDABLE APARTMENT COMMUNITY, IN MCMINNVILLE. FACILITATED ACCESS TO $6.2 MILLION OF AGRICULTURAL WORKFORCE HOUSING TAX CREDITS AND AFFORDABLE APARTMENTS SET ASIDE FOR SIXTEEN AGRICULTURAL WORKERS.Expenses $5,000 · grants $5,000
- PUBLIC RELATIONS AND COMMUNICATIONS: THE FOUNDATION COMPLETED A PUBLIC RELATIONS AND COMMUNICATIONS INITIATIVE THAT DEFINED THE FOUNDATION'S BRANDING STRATEGY, DEVELOPED AN OVERALL COMMUNICATION AND PUBLIC RELATIONS STRATEGY, AND EXPANDED THE FOUNDATION'S WEBSITE FUNCTIONALITY.
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-EZ on file |
IRS record
- EIN
- 87-3700069
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $144,493
- Income (IRS master file)
- $276,069
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $276,069 | $205,069 | $144,493 | XML |
| 990-EZ | December 2023 | $92,950 | $59,221 | $73,493 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: MORGEN MCLAUGHLIN Filed under this EIN, most likely by a chapter or affiliate | December 31, 2021 | ≤ $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 87-3700069).
Questions about WILLAMETTE VALLEY WINE FOUNDATION
- What is the EIN of WILLAMETTE VALLEY WINE FOUNDATION?
- The employer identification number (EIN) of WILLAMETTE VALLEY WINE FOUNDATION is 87-3700069.
- Is WILLAMETTE VALLEY WINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to WILLAMETTE VALLEY WINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLAMETTE VALLEY WINE FOUNDATION 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 VALLEY WINE FOUNDATION 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 VALLEY WINE FOUNDATION 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 VALLEY WINE FOUNDATION?
- The 990 for the year ended December 31, 2024 names JULIE DALRYMPLE.
- Who are the officers and directors of WILLAMETTE VALLEY WINE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does WILLAMETTE VALLEY WINE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $276,069, expenses of $205,069 and total assets of $144,493 at year end.
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