APPLEGATE PARTNERSHIP INC

EIN: 931151372 501(c)(3) Environment

JACKSONVILLE, OR

Total Revenue
$1,677,435
Total Expenses
$1,843,835
Total Assets
$176,205
Net Assets
$167,729
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
OR
Principal Officer
DAVID RUSSELL
Phone
5418999982
Tax Period
2024-01-01 to 2024-12-31

APPLEGATE PARTNERSHIP INC, founded in 1994, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PROMOTE ECOSYSTEM HELATH ACROSS THE APPLEGATE WATERSHED THRO UGH EDUCATION & RESTORATION CARRIED OUT IN PTRSHIP W/ LANDOW NERS, AGENCIES & OTHER INTERESTED PARTIES CONTRIBUTING TO TH E LOCAL ECONOMY & COMMUNITY.

Program Service Accomplishments

Program 1

UPPER PHILLIPS DITCH IRRIGATION EFFICIENCY -ENTERED THE FINAL PHASE OF THIS MULTI-YEAR PROJECT, COMPLETED IN THE SUMMER OF 2024, INVOLVED THE INSTALL OF 1.3 MILES OF BURIED PIPELINE ALONG THE UPPER...

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UPPER PHILLIPS DITCH IRRIGATION EFFICIENCY -ENTERED THE FINAL PHASE OF THIS MULTI-YEAR PROJECT, COMPLETED IN THE SUMMER OF 2024, INVOLVED THE INSTALL OF 1.3 MILES OF BURIED PIPELINE ALONG THE UPPER PHILLIPS DITCH INCREASING WATER AVAILABILITY FOR IRRIGATORS AND RESTORING WATERT O THE LITTLE APPLE- GATE RIVER. THIS PROJECT WAS DONE IN CLOSE PARTNERSHIP WITH JACKSON SOIL & WATER CONSERVATION DISTRICT. IT MARKS THE COMPLETION OF A LONG-TERM EFFORT SPANNING 13YRS AND MULTIPLE PHASES, INCLUDING A FISH PASSAGE PROJECT AND AN IRRIGATION EFFICIENCY PROJECT. THIS ACHIEVEMENT WAS MADE POSSIBLE BY THE CONTINUOUS SUPPORT OF WATER USERS WHO CHAMPIONED IT THROUGH YEARS OF PLANNING AND LOGISTICAL CHALLENGES, AS WELL AS FUNDING FROM OWRD.

Program 2

APPLEGATE OUTDOOR SCHOOL - 2024 SAW CONSIDERABLE EXPANSION FOR THE EDUCATIONAL PROGRAM, WITH BOTH OF OUR MAJOR PROGRAMS. APPLEGATE OUTDOOR SCHOOL AND GROW YOUTH, DEVELOPING A SIGNIFICANT PRESENCE IN...

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APPLEGATE OUTDOOR SCHOOL - 2024 SAW CONSIDERABLE EXPANSION FOR THE EDUCATIONAL PROGRAM, WITH BOTH OF OUR MAJOR PROGRAMS. APPLEGATE OUTDOOR SCHOOL AND GROW YOUTH, DEVELOPING A SIGNIFICANT PRESENCE IN THE COMMUNITY. FUNDED BY OREGON'S MEASURE 99 - OUTDOOR SCHOOL FOR ALL. APPLEGATE OUTDOOR SCHOOL (AOS) LEADS 5TH AND 6TH GRADERS IN WEEK-LONG SESSIONS OF OUTDOOR, INQUIRY BASED LEARNING. IN 2024, AOS SERVED 6TH GRADERS FROM HEDRICK AND OAKDALE MIDDLE SCHOOLS FROM THE MEDFORD SCHOOL DISTRICT 549C. ON AVERAGE, WE SERVED 68 STUDENTS WEEKLY THROUGHOUT APRIL AND MAY.

Program 3

UPPER APPLEGATE ALL-LANDS WILDFIRE RESILIENCY PROJECT - PRIMARILY FUNDED BY OREGON DEPARTMENT OF FORESTRY (ODF) GRANTS, THIS ONGOING FUELS MANAGEMENT PROJECT SEEKS TO ENACT LANDSCAPE-LEVEL WILDFIRE...

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UPPER APPLEGATE ALL-LANDS WILDFIRE RESILIENCY PROJECT - PRIMARILY FUNDED BY OREGON DEPARTMENT OF FORESTRY (ODF) GRANTS, THIS ONGOING FUELS MANAGEMENT PROJECT SEEKS TO ENACT LANDSCAPE-LEVEL WILDFIRE RISK REDUCTION BY TREATING FUELS ON PRIVATE LAND. IN 2024 THE PROJECT COMPLETED 60 PROPERTY INSPECTIONS AND THE REMOVAL OF OVER 600 HAZARD TREES, WITH FUEL REDUCTION TREATMENTS COVERING OVER 125 ACRES OF PRIVATE LANDS. THE PROJECT ALSO AIDED IN THE CREATION OF THE APPLEEGATE VALLEY FUELS MANAGEMENT TASKFORCE. THE PROJECT IS SCHEDULED TO COMPLETE MANY FURTHER INSPECTIONS AND TREATMENTS NEXT YEAR.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,504,814
Program Service Revenue $172,605
Investment Income $16
Other Revenue $0
TOTAL REVENUE $1,677,435

Expense Breakdown

Grants Paid $0
Salaries & Benefits $496,554
Fundraising Expenses $47,569
Other Expenses $1,299,712
TOTAL EXPENSES $1,843,835

Year-over-Year Comparison

2024 2023 Change
Revenue $1,677,435 $1,461,869 +0.1%
Expenses $1,843,835 $1,234,586 +0.5%
Net Income $-166,400 $227,283 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
17
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
7
$70,207
Total Directors
11
$10,925
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACK SHIPLEY BOARD MEMBER EMERITUS 003.00
Officer Director
$0 $0 $0
GEOFF BECKER EXECUTIVE BOARD MEMBER 005.00
Officer Director
$0 $0 $0
BARBARA SUMMERHAWK SECRETARY AND TREASURER 010.00
Officer Director
$0 $0 $0
KIRSTEN SHOCKEY EXECUTIVE BOARD MEMBER 003.00
Officer Director
$0 $0 $0
ALAN JOURNET BOARD MEMBER 003.00
Director
$0 $0 $0
HEIDI MARTINS BOARD MEMBER 003.00
Director
$0 $0 $0
JANIS MOHR TIPTON VICE CHAIR BOARD MEMBER 015.00
Officer Director
$0 $0 $0
DAVID RUSSEL EXECUTIVE CHAIR BOARD MEMBER 008.00
Officer Director
$0 $0 $0
MEL WANN BOARD MEMBER 003.00
Director
$0 $0 $0
MARY BUCKLEY MIKKELSEN BOARD MEMBER 003.00
Director
$0 $0 $0
CHARLES ROGERS BOARD MEMBER 003.00
Director
$10,925 $0 $10,925
JANELLE DUNLEVY EXECUTIVE DIRECTOR 040.00
Officer
$70,207 $0 $70,207
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 No data No data No data No data
2024 $1,677,435 $1,843,835 $176,205 $-166,400
2023 $1,461,869 $1,234,586 $449,563 $227,283
2022 $785,004 $920,263 $220,062 $-135,259
2021 $981,320 $1,141,325 $318,788 $-160,005
2020 $1,632,247 $1,298,978 $538,601 $333,269
2019 $541,197 $545,799 $140,008 $-4,602
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