WILLAMETTE PARTNERSHIP (EIN 331103430) - 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

2004

Legal Domicile

Phone

5038415466

Tax Period

2024-07-01 to 2025-06-30

WILLAMETTE PARTNERSHIP, founded in 2004, is a community nonprofit in the Environment sector that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $3.3M left a modest 13% surplus.

Mission

To increase the pace, scope, and effectiveness of restoration and conservation to create benefits for both natural and human communities.

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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 $3,827,480

Program Service Revenue $0

Investment Income $36

Other Revenue $0

TOTAL REVENUE $3,827,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,541,074

Fundraising Expenses $31,328

Program Expenses $2,864,865

Other Expenses $1,798,700

TOTAL EXPENSES $3,339,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,827,516	$2,872,362	+0.3%
Expenses	$3,339,774	$2,606,293	+0.3%
Net Income	$487,742	$266,069	+0.8%

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

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

$124,989

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sam Baraso	President	2.00	Officer Director	$0	$0	$0
Dan Vizzini	Secretary	2.00	Officer Director	$0	$0	$0
Michael Karnosh	Vice President	2.00	Officer Director	$0	$0	$0
Steve Gagnier	Treasurer	2.00	Officer Director	$0	$0	$0
Mark Buckley	Member	2.00	Director	$0	$0	$0
Michael Freese	Member	2.00	Director	$0	$0	$0
Tatiana Dierwechter	Member	2.00	Director	$0	$0	$0
John Dunbar	Member	2.00	Director	$0	$0	$0
Ann McQuesten	Member	2.00	Director	$0	$0	$0
Erin Legg	Finance Director	40.00	Highest	$129,285	$0	$129,285
Diane Taniguchi-Dennis	Member	2.00	Director	$0	$0	$0
Barton Robison	Executive Director	40.00	Key Emp Highest	$124,989	$0	$124,989

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	$3,827,516	$3,339,774	$1,745,372	$487,742
2024	No data	No data	No data	No data
2023	$1,434,251	$1,904,564	$600,570	$-470,313
2022	$1,625,593	$1,739,102	$1,053,618	$-113,509
2021	$1,980,671	$1,522,060	$1,294,681	$458,611

WILLAMETTE PARTNERSHIP