FRIENDS OF THE WILLAMETTE VALLEY NATIONAL WILDLIFE REFUGE COMPLEX (EIN 204117517) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JILL SCOFIELD

Phone

5035515692

Tax Period

2024-10-01 to 2025-09-30

FRIENDS OF THE WILLAMETTE VALLEY NATIONAL WILDLIFE REFUGE COMPLEX, founded in 2006, is a micro nonprofit in the Animal-Related sector that reported $88K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $265K exceeded revenue, resulting in a 201% operating deficit.

Mission

TO PROMOTE CONSERVATION OF NATURAL RESOURCES OF THE REFUGE COMPLEX; FOSTER AWARENESS & APPRECIATION THROUGH EDUCATIONAL & RECREATIONAL OPPORTUNITIES; PARTICIPATE IN ACTIVITIES TO HELP THE REFUGE COMPLEX ACHIEVE ITS GOALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $28,132

Program Service Revenue $38,660

Investment Income $9,701

Other Revenue $11,381

TOTAL REVENUE $87,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,943

Other Expenses $264,645

TOTAL EXPENSES $264,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,874	$180,084	-0.5%
Expenses	$264,645	$239,382	+0.1%
Net Income	$-176,771	$-59,298	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BUTLER	NEWSLETTER EDITOR	5.00	Director	$0	$0	$0
DIANE YOUNG	MEMBERSHIP COORDINATOR	10.00	Director	$0	$0	$0
MAIYA MONTGOMERY	SOCIAL MEDIA	5.00	Director	$0	$0	$0
KRIS EBBE	OUTREACH COORDINATOR	10.00	Director	$0	$0	$0
BOBBIE ALLAIRE	OUTREACH COORDINATOR	10.00	Director	$0	$0	$0
N/A	TREASURER/PRESIDENT	10.00		$0	$0	$0
N/A	SECRETARY	10.00		$0	$0	$0
N/A	VICE PRESIDENT	10.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$87,874	$264,645	$878,184	$-176,771
2024	$180,084	$239,382	$997,616	$-59,298
2023	$212,369	$80,315	$936,808	$132,054
2022	$194,392	$80,548	$788,881	$113,844
2021	$199,540	$201,528	$820,719	$-1,988

FRIENDS OF THE WILLAMETTE VALLEY NATIONAL WILDLIFE REFUGE COMPLEX