2024-11-15T20:26:31-06:00 2023-12-31 850203431 REDW LLC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2023-01-01 936031792 THE WILLAMETTE HERITAGE CENTER WILL 5035857012 1313 MILL ST SE STE 200 SALEM OR 97301 LORI WOODBURY TREASURER 5035857012 2024-11-15 1 0 LORI K WOODBURY CPA P00292379 5035817788 2024-11-15 2023 2024-10-15 13:58:12Z ILA MCCALLUM 1313 MILL ST SE STE 200 SALEM OR 97301 1031834 0 X WWW.WILLAMETTEHERITAGE.ORG X 1964 OR TO CONNECT GENERATIONS BY PRESERVING AND INTERPRETING THE HISTORY OF THE MID-WILLAMETTE VALLEY. THE WHC COLLECTS, CARES FOR, INTERPRETS, SHOWCASES, AND PROMOTES UNDERSTANDING OF AN EDUCATION ABOUT THE HISTORY OF THE WILLAMETTE VALLEY REGION, INCLUDING MARION COUNTY AND THE GREATER SALEM AREA. THE WHC IS ANCHORED BY THE HISTORIC EARLY SETTLEMENT BUILDINGS, THE THOMAS KAY WOOLEN MILL AND ITS ARCHIVAL AND LIBRARY HOLDINGS. 14 14 19 200 19201 17000 515066 381577 69458 115636 60847 74569 413796 390360 1059167 962142 0 0 0 0 597769 688358 0 0 34448 514332 445499 1112101 1133857 -52934 -171715 3445473 3347013 112970 118676 3332503 3228337 TO CONNECT GENERATIONS BY PRESERVING AND INTERPRETING THE HISTORY OF THE MID-WILLAMETTE VALLEY 0 0 738372 124422 IN 2023, THE WILLAMETTE HERITAGE CENTER OFFERED COMMUNITY MEMBERS AND OUT-OF-TOWN VISITORS A VARIETY OF OPPORTUNITIES TO DISCOVER, ENGAGE, AND MAKE HISTORY. THESE OPPORTUNITIES INCLUDED: TOURS OF PERMANENT AND CHANGING EXHIBIT SPACES, A RESEARCH LIBRARY AND ARCHIVE, TEXTILE LEARNING CENTER, RENTABLE EVENT AND MEETING SPACES, EDUCATIONAL CLASSES AND PROGRAMS FOR ALL AGE GROUPS, AND SPECIAL COMMUNITY EVENTS. IN ADDITION TO THE 5 1/2-ACRE CAMPUS AND FOURTEEN HISTORIC BUILDINGS ON SITE, THE WHC IS HOME TO A RESTAURANT, RETAIL STORES, COOPERATIVE ARTIST STUDIOS, AND BUSINESS OFFICES FOR OUR PARTNER ORGANIZATIONS. 186559 368870 FACILITY RENTALS - THREE HISTORICAL MEETING VENUES, A SMALL CHURCH AND THE GROUNDS ARE AVAILABLE. 924931 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 19 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 OR X THE ORGANIZATION 5035857012 1313 MILL ST SE STE 200 SALEM OR 97301 LOLA HACKETT PAST PRESIDENT 5.00 X X 0 0 0 RICHARD DAVIS SECRETARY 2.00 X X 0 0 0 LORI K WOODBURY TREASURER 2.00 X X 0 0 0 SAM SKILLERN III DIRECTOR 2.00 X 0 0 0 TOM MCMULLEN DIRECTOR (THRU FEB 2023) 2.00 X 0 0 0 COBURN GRABENHORST DIRECTOR 2.00 X 0 0 0 ALETA CHING DIRECTOR 2.00 X 0 0 0 NORMA GEKAKIS DIRECTOR 2.00 X 0 0 0 MALISSA DUNIWAY HOLLAND VICE PRESIDENT 2.00 X X 0 0 0 ILA MCCALLUM PRESIDENT 5.00 X X 0 0 0 SEAN O'HARRA DIRECTOR 2.00 X 0 0 0 ED AUSTIN DIRECTOR 2.00 X 0 0 0 JOHN HAWKINS DIRECTOR 2.00 X 0 0 0 REBECCA PURVINE DIRECTOR 2.00 X 0 0 0 JAIME WHITE DIRECTOR 2.00 X 0 0 0 MICHELLE CORDOVA EXECUTIVE DIRECTOR 40.00 X 80912 0 5835 80912 0 5835 0 0 0 0 0 30704 33066 174434 143373 13960 381577 ADMISSIONS, TOURS 713990 88758 88758 EDUCATION, CLASSES 713990 24168 24168 RESEARCH SERVICES 713990 2710 2710 115636 28391 28391 368870 24171 0 4970 368870 19201 388071 368870 19201 85478 39300 46178 46178 46178 13029 33066 18515 -5486 -5486 1175 2186 -1011 -1011 10435 4721 5714 5714 MISCELLANEOUS 713990 3072 3072 3072 962142 493292 19201 68072 86747 43374 26024 17349 506408 442702 50641 13065 33270 29085 3327 858 61933 50752 8005 3176 15397 15397 66055 66055 27537 27537 63210 23849 39361 138143 131236 6907 7200 1800 5400 94585 89856 4729 24900 23655 1245 UBI TAXES 4771 4771 MEMBERSHIP DUES 4608 4608 STAFF DEVELOPMENT 3038 3038 LICENSES & FEES 1025 1025 -4970 -4970 1133857 924931 174478 34448 74027 64143 383013 230303 3516 9334 6500 6500 8721 15421 5551406 3660957 1895552 1890449 19619 23053 1032198 1085483 22327 22327 3445473 3347013 29184 37009 76622 76253 7164 5414 112970 118676 X 2300305 2142855 1032198 1085482 3332503 3228337 3445473 3347013 -171715 58828 8721 0 X 0 0 0 X 281717 314524 534372 515066 381577 2027256 281717 314524 534372 515066 381577 2027256 100933 1926323 25835 20207 18685 18801 28391 111919 52912 37275 17740 15341 12704 135972 1031 1692 642 25 3072 6462 2281609 1885469 0.84430 0.82890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137468 X X 0 1032198 124687 56229 15174 1085482 1226431 6154 -130268 52418 17701 1032198 1075563 100 213259 45413 17078 1226431 1003960 132350 45681 15066 1075563 904400 158250 43981 14709 1003960 0.49970 0.50030 1 0 684199 684199 3803574 2812450 991124 70305 56627 13678 993328 791880 201448 1890449 RUSS PRATT TRUST 543102 F ENDOWMENT FUND 192231 F BENEFICIAL INTEREST IN SPLIT INTEREST 350150 F 1085483 RENTAL SECURITY DEPOSITS 5414 5414 PART III, LINE 1A: THE ORGANIZATION DOES NOT PREPARE FINANCIAL STATEMENTS; THEREFORE, NO FOOTNOTE IS AVAILABLE. PART III, LINE 4: HISTORICAL BUILDINGS AND ARTIFACTS MAINTAINED FOR DISPLAY AND EDUCATION OF THE PUBLIC. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF FUNDS ESTABLISHED BY STEIBER WITH THE OREGON COMMUNITY FOUNDATION AND FUNDS ESTABLISHED BY THE RUSSEL E. PRATT TRUST, HELEN PEARCE TRUST, AND DOROTHY PEARCE TRUST. THE STEIBER AND HELEN PEARCE TRUST ENDOWMENTS ARE INTENDED TO BE USED FOR THE GENERAL PURPOSES OF THE ORGANIZATION. THE RUSSEL E. PRATT TRUST AND DOROTHY PEARCE TRUST ARE INTENDED TO BE USED FOR THE PURCHASE AND MAINTENANCE OF THE ORGANIZATION'S FACILITIES. SPRING GALA 46095 33066 13029 4490 1650 12375 46095 33066 13029 4490 1650 12375 18515 -5486 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE INDIVIDUAL AND BUSINESS MEMBERSHIPS. THE MEMBERS ARE ENTITLED TO BASIC BENEFITS WHICH INCLUDE UNLIMITED MUSEUM ADMISSION, DISCOUNTS ON EVENTS AND STORE PURCHASES, AND RECEIPT OF NEWSLETTERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B SECTION 2.2.5 OF THE ARTICLES OF ORGANIZATION STATE BUSINESS AND AGENDA ITEMS WILL BE DISCUSSED AT THE ANNUAL MEETING. MEMBERS VOTE ON THESE ITEMS AT THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICT OF INTEREST POLICY WITH BOARD MEMBERS ANNUALLY AND UPON HIRE FOR NEW EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.