2025-10-28T10:03:57-05:00 2024-12-31 464013901 SOCIAL IMPACT ACCOUNTING 3542 NE MAYWOOD PL PORTLAND OR 97220 990 2024-01-01 474968611 WILLAMETTE FALLS TRUST WILL 5037440790 PO BOX 2588 OREGON CITY OR 97045 KATHERINE BROWN PRESIDENT 5037440790 2025-10-28 1 0 JACK MESPLAY P01706713 5039266003 X 2024 2025-03-06 01:10:19Z KATHERINE BROWN PO BOX 2588 OREGON CITY OR 97045 1310319 0 X WWW.WILLAMETTEFALLSTRUST.ORG X 2015 OR CHAMPIONING EXCEPTIONAL PUBLIC ACCESS OPPORTUNITIES AT WILLAMETTE FALLS 13 13 6 13 0 0 4949714 1210056 0 0 121337 100263 0 0 5071051 1310319 0 55500 0 0 682110 616301 0 144721 409247 902937 852293 1585047 1668815 3486004 -358496 12793593 12470771 97618 133292 12695975 12337479 X 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. 0 0 985867 55500 0 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. 985867 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 6 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X THE ORGANIZATION 5037440790 PO BOX 2588 OREGON CITY OR 97045 ANDREW MASON PRESIDENT EMERITUS 10.00 X 91021 0 8661 ROBERT KENTTA DIRECTOR 1.00 X 0 0 0 BILL DOLAN TREASURER 2.00 X X 0 0 0 ALICE NORRIS CHAIR EMERITUS 2.00 X X 0 0 0 MARIANNE ALLISON VICE CHAIR 2.00 X X 0 0 0 AARON BARBER-STRONG SECRETARY 2.00 X X 0 0 0 ANNETTE KENDALL DIRECTOR 1.00 X 0 0 0 TOBY PATRICK DIRECTOR 1.00 X 0 0 0 DELVIS HEATH DIRECTOR 1.00 X 0 0 0 CHRISTINE LEWIS DIRECTOR 1.00 X 0 0 0 JULIE VIGELAND DIRECTOR 1.00 X 0 0 0 PAM KNOWLES DIRECTOR 1.00 X 0 0 0 DAVIS WASHINES CHAIR 2.00 X X 0 0 0 JODI BAILEY DIRECTOR 1.00 X 0 0 0 JAMES MANION DIRECTOR 1.00 X 0 0 0 MARY BAUMGARDNER DIRECTOR 1.00 X 0 0 0 ZEKE SMITH DIRECTOR 1.00 X 0 0 0 KATHERINE BROWN PRESIDENT 40.00 X 125390 0 1975 JUSTIN PABALATE DIRECTOR OF OPERATIONS & FINANCE 40.00 X 110848 0 9193 LESLIE MASON VICE PRESIDENT OF DEVELOPMENT AND COMMUNICATIONS 40.00 X 102934 0 9139 430193 0 28968 3 0 0 0 KILPATRICK TOWNSEND & STOCKTON LLP 1100 PEACHTREE ST SUITE 2800 ATLANTA GA 30309 LEGAL SERVICES 202702 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVE FL 5 NEW YORK NY 10022 FUNDRAISING CONSULTING 130785 2 100000 1110056 1210056 100263 100263 1310319 0 0 100263 X 55500 55500 227047 90819 68114 68114 276931 147299 15904 113728 26342 11181 5687 9474 35043 15275 7171 12597 50938 23548 9852 17538 11037 11037 173304 148472 24832 41065 41065 30000 20000 10000 144721 144721 481626 407087 63942 10597 11751 6705 2242 2804 10027 3592 1765 4670 24338 16093 3193 5052 24067 19039 2101 2927 12840 5046 2189 5605 1721 555 815 351 OTHER EXPENSES 30517 4619 24829 1069 1668815 985867 273701 409247 429026 462623 2454939 1443482 9908778 10547984 850 16682 12793593 12470771 97618 133292 97618 133292 X 2876175 1740416 9819800 10597063 12695975 12337479 12793593 12470771 -358496 0 X 0 0 0 X 473898 783602 575715 184914 1210056 3228185 473898 783602 575715 184914 1210056 3228185 1035980 2192205 83793 6655 26754 121337 100263 338802 3566987 0.61460 0.80720 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNUSUAL MAJOR GIFT PLEDGED DATE: 12/31/21 AMOUNT: 5000000. DESCRIPTION: UNUSUAL MAJOR GIFT PLEDGED DATE: 12/31/23 AMOUNT: 5000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: THE TRUST ENGAGED GALLATIN PUBLIC AFFAIRS TO EXPLORE FEDERAL FUNDING OPPORTUNITIES IN MARCH 2024. THE REGISTERED LOBBYIST WAS MARK CRUZ, WHO PREPARED A MEMORANDUM LISTING OPPORTUNITIES FOR FEDERAL GRANTS AS WELL AS APPROPRIATIONS AND CONGRESSIONALY DIRECTED SPENDING. 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CONSULTATION ON CAPITAL CAMPAIGN 0 0 0 0 OR 1 TAMASTLIKIT CULTURAL INSTITUTE 46411 TIMINE WAY PENDLETON OR 97801 930624734 55000 0 PROGRAM SUPPORT PART I, LINE 2: GRANT AWARDS ARE MADE TO ADVANCE THE FILING ORG'S MISSION. GRANTS ARE GOVERNED BY CONTRACT AND MONITORED BY GRANTEE REPORTING. FORM 990, PART VI, SECTION B, LINE 11B A FULL COPY OF THE 990 DRAFT IS CIRCULATED TO THE BOARD OF DIRECTORS BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD ON AN ANNUAL SCHEDULE, AT WHICH POINT DIRECTORS ARE REMINDED OF THEIR RESPONSIBILITIES UNDER THE POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EXECUTIVE LEVEL STAFF, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS AS PART OF THE REGULAR ANNUAL BUDGETING PROCESS. COMPENSATION IS BASED ON AVAILABLE COMMUNITY SURVEYS AND/OR KNOWN COMPENSATION RATES OF SIMILARLY SITUATED ORGS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, PUBLIC COPIES OF POLICIES, AND PUBLIC COPIES OF FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMUNICATIONS & PR: PROGRAM SERVICE EXPENSES 40,755. MANAGEMENT AND GENERAL EXPENSES 875. FUNDRAISING EXPENSES 496. TOTAL EXPENSES 42,126. CONSULTANTS: PROGRAM SERVICE EXPENSES 98. MANAGEMENT AND GENERAL EXPENSES 46. FUNDRAISING EXPENSES 10,101. TOTAL EXPENSES 10,245. PROGRAMMING CONTRACTS: PROGRAM SERVICE EXPENSES 285,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,456. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 50,485. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,485. RECRUITING: PROGRAM SERVICE EXPENSES 30,293. MANAGEMENT AND GENERAL EXPENSES 63,021. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,314.