UNDERSTORY INITIATIVE

EIN: 831051907 501(c)(3) Environment

MEDFORD, OR

Total Revenue
$774,853
Total Expenses
$781,490
Total Assets
$91,736
Net Assets
$73,299
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
OR
Principal Officer
KATHRYN PRIVE
Phone
5419734303
Tax Period
2023-01-01 to 2023-12-31

UNDERSTORY INITIATIVE, founded in 2018, is a small nonprofit in the Environment sector that reported $775K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum.

Mission

Facilitate the Restoration and Conservation of Native Species Habitat Through Partnership & Community Engagement.

Program Service Accomplishments

Program 1
Expenses: $186,560 Revenue: $59,506

Vesper Meadow Education Program: Community engagement, partnership for science and art, Tribal partnership, and education of native ecosystem restoration are the basis for VMEPs work. In our fifth...

Read more

Vesper Meadow Education Program: Community engagement, partnership for science and art, Tribal partnership, and education of native ecosystem restoration are the basis for VMEPs work. In our fifth year, we expanded our restoration and monitoring work, launched Healing Landscapes culturally-specific education and therapeutic programming for Native communities, and grew our reach through digital media (Facebook, Instagram, Youtube.) We engaged youth and adults in creek restoration projects, hosted art programming, and partnered with local organizations for restoration and biological monitoring. We continued Tribal coalition-building through ongoing networking conversations. We launched our curriculum for 4th - 10th grade about Fire Ecology and Cultural Fire with the Confederated Tribes of Siletz and conducted two online teacher training workshops.

Program 2
Expenses: $362,692 Revenue: $343,593

Restoration Services & Partnership Building: In 2023, The Understory Initiative continued to strengthen partnerships in the Rogue Basin and expanded to new networks. The Rogue Native Plant...

Read more

Restoration Services & Partnership Building: In 2023, The Understory Initiative continued to strengthen partnerships in the Rogue Basin and expanded to new networks. The Rogue Native Plant Partnership (RNPP) held six seed collection events, redistributing over 120 pounds of native seed. The Umpqua Native Plant Partnership (UNPP) launched a Native Plant Material Program, held its first native plant sale, and recruited five new local producers. They also acquired essential equipment, provided infrastructure incentives, and managed three production plans. The UNPP organized seven seed collection events, resulting in 8.2 raw lbs of native species, and conducted additional meetings and site tours. Additionally, our coordinators were active in the statewide Oregon Native Seed Strategy, and the Southwest Oregon Pollinator Collaborative (SWOPC) held quarterly meetings to facilitate collaboration among pollinator researchers and advocates. In 2023, seed production efforts were significantly enhanced by adding 10 new species to production, incorporating more farmers into the program, increasing the number of wild-collected species, and broadening the geographic range within the Rogue Basin Watershed for collections. Activities also focused on the production of coastal species through the Oregon Silverspot Recovery Challenge Grant, and the Pistol River Program, supporting four coastal farmers and producing seed/container stock from 18 species. These plant materials are essential for planned restoration projects on the SW Oregon coast. In 2023, we also experienced significant progress in our mission to restore native plant communities using locally produced seed. One notable achievement was the development and distribution of our locally produced Pollinator Mix through The Understory Initiatives Monarchs & Pollinators Initiative, which has garnered interest from other restoration practitioners aiming to create their own pollinator mixes.

Program 3
Expenses: $131,747 Revenue: $132,725

Ecological Research and Monitoring: Our research and monitoring initiatives continue to inform our restoration strategies by addressing ecosystem threats, evaluating the efficacy of various...

Read more

Ecological Research and Monitoring: Our research and monitoring initiatives continue to inform our restoration strategies by addressing ecosystem threats, evaluating the efficacy of various restoration treatments, and monitoring the trajectory of native plant and insect populations in understory habitats. In 2023, through our NRCS Conservation Innovation Grant, we refined strategies for replacing noxious weeds with native meadow plants. We expanded the Rare Plant Monitoring Network of Southwest Oregon, collaborating with the US Forest Service and Bureau of Land Management to identify and monitor plants of concern. In 2023, we monitored populations in the Cascade-Siskiyou National Monument, Umpqua National Forest, and Fremont Winema National Forest.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $222,451
Program Service Revenue $540,056
Investment Income $1
Other Revenue $12,345
TOTAL REVENUE $774,853

Expense Breakdown

Grants Paid $0
Salaries & Benefits $510,165
Fundraising Expenses $9,712
Program Expenses $680,999
Other Expenses $271,325
TOTAL EXPENSES $781,490

Year-over-Year Comparison

2023 2022 Change
Revenue $774,853 $504,573 +0.5%
Expenses $781,490 $449,028 +0.7%
Net Income $-6,637 $55,545 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
450

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
3
$54,087
Total Directors
11
$2,100
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN PRIVE EXECUTIVE DIRECTOR 40.00
Officer
$54,087 $0 $54,087
JOHN VILLELLA BOARD MEMBER 1.00
Director
$2,100 $0 $2,100
JULIE SPELLETICH BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY KENTA-ROBINSON TREASURER 1.00
Officer Director
$0 $0 $0
IAN SILVERNAIL BOARD MEMBER 1.00
Director
$0 $0 $0
LILIA LETSCH SECRETARY 1.00
Officer Director
$0 $0 $0
SARAH BURNS BOARD MEMBER 1.00
Director
$0 $0 $0
RACHEL WERLING BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN TALBERT BOARD MEMBER 1.00
Director
$0 $0 $0
STACY TAEUBER BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY KELLERMAN BOARD MEMBER 1.00
Director
$0 $0 $0
JEN GIBBS BOARD MEMBER 1.00
Director
$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
2024 No data No data No data No data
2023 $774,853 $781,490 $91,736 $-6,637
2022 $504,573 $449,028 $81,090 $55,545
2021 $322,519 $320,898 $25,078 $1,621
Explore More Nonprofits
Top 100 Nonprofits in Oregon Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNDERSTORY INITIATIVE with other nonprofits in Oregon and across the country.