Willamette Family School Organization

Nonprofit profile at a glance

EIN
883839335
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
West Linn, OR, USA
Phone
5036737250
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$52,534
Expenses
$50,082
Assets
$83,330
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Demi Prescott (President)
  • Alison Kay (Vice President)

People named in this filing

  • Demi Prescott (President)
  • Alison Kay (Vice President)
  • Jennie Madrigal (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of this corportation is to enhance Willamette Primary student educational experiences and foster relationships between families, staff and students.

What it reported doing in 2024

Arts & culture benefited all students in the school, over 400 children. It paid for art teachers to teach art lessons in each classroom. Classroom grants were provided to all grades, approximately 400 for enrichment such as reading materials, field trips and supplies. Classroom funds were given to all teachers including special education, physical education, music and world language. The additional funds were used to help supplement classroom supplies.

Operating model

Revenue model
Other-operating. 82% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 82
  • Sustainability: 58
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.2%; rating input score 59
  • Program expense ratio: 62.1%; rating input score 62

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 4.7%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 1.66; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 59.5% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: -15.9% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: 12.3% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 59.2% of revenue deployed · 62.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $31K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.