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← APPLEGATE PARTNERSHIP

Form 990 for tax year 2023

Filed by APPLEGATE PARTNERSHIP.

Totals

Total revenue
$1,461,869
Total expenses
$1,234,586
Contributions and grants received
$1,276,312
Grants paid
$0
Program service revenue
$185,544
Investment income
$13
Other revenue
$0
Total assets, end of year
$449,563
Total liabilities, end of year
$38,507
Net assets or fund balances, end of year
$411,056
Program services expenses (Part IX)
$1,220,241
Management and general expenses
$14,345
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 98.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $857,576

  • 1f · All other contributions, gifts and grants

    $418,736

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $185,544 · related or exempt $185,544

  • 3 · Investment income

    total $13 · related or exempt $13

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $336,772 · program services $336,772

  • 10 · Payroll taxes

    total $28,518 · program services $28,518

  • 11a · Fees: management

    total $729,152 · program services $722,212 · management and general $6,940

  • 11c · Fees: accounting

    total $800 · program services $800

  • 12 · Advertising and promotion

    total $1,260 · management and general $1,260

  • 13 · Office expenses

    total $10,085 · program services $7,546 · management and general $2,539

  • 16 · Occupancy

    total $6,596 · program services $2,990 · management and general $3,606

  • 19 · Conferences, conventions and meetings

    total $34,128 · program services $34,128

  • 23 · Insurance

    total $5,782 · program services $5,782

  • 24a · Other expenses: PAYROLL FEES AND OTHER PR

    total $16,033 · program services $16,033

  • 24b · Other expenses: OTHER COSTS

    total $18 · program services $18

  • 24c · Other expenses: LICENSES PERMITS AND FEES

    total $4,159 · program services $4,159

  • 24d · Other expenses: MATERIALS AND SUPPLIES

    total $61,283 · program services $61,283

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $139,751 · end of year $372,009

  • 8 · Inventories for sale or use

    beginning of year $2,139

  • 10a · Land, buildings and equipment: cost or other basis

    $3,038

  • 10c · Land, buildings and equipment, net

    beginning of year $3,986 · end of year $3,038

  • 14 · Intangible assets

    beginning of year $73,320 · end of year $73,320

  • 15 · Other assets

    beginning of year $866 · end of year $1,196

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,127 · end of year $38,507

  • 31 · Retained earnings, endowment or other funds

    beginning of year $184,935 · end of year $411,056

Mission and programs · 2023

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.

Activities or mission (Part I)

PROMOTE ECOSYSTEM HEALTH ACROSS THE APPLEGATE WATERSHED THROUGH STEWARTSHIP EDUCATION AND RESTORATION CARRIED OUT IN PTRSHIP WITH LANDOWNERS, AGENCIES,

  • UPPER PHILIPS FISH PASSAGE & IRRIGATION EFFICIENCY PROJECT ENTERED ITS FINAL PHASE OF PLANNING, LEADING TO CONSTRUCTION IN 2024 OF THE IRRIGATION EFFICIENCY PROJECT. THE OLD FISH SCREEN WAS REMOVED, AND A NEW, LARGER FISH SCREEN WAS BUILT BY THE DEPARTMENT OF FISH AND WILDLIFE. A MEASURING DEVICE INSTALLED DOWN DITCH FROM THE FISH SCREEN, COMPLETED THE FISH FRIENDLY PHASE OF THIS PROJECT. A CONTRACTOR WAS HIRED TO COMPLETE THE IRRIGATION EFFICIENCY PHASE BY INSTALLING OVER 6,000 FEET OF 12 INCH HDPE WELDED PIPE. THE PROJECT WILL BE COMPLETED BY JUNE 2024.

  • FISH PASSAGE AND IRRIGATION EFFICIENCY - WILLIAMS CREEK. WE HAVE BEEN WORKING ON TECHNICAL DESIGNS FOR TWO MAJOR FISH PASSAGE BARRIERS IN WILLIAM CREEK. THESE ARE THE LAST TWO BARRIERS ON THIS STREAM. THE WATTS TOPPIN FISH PASSAGE AND IRRIGATION EFFICIENCY ON WILIAMS CREEK AT THE OLDEST WATER RIGHT IN THE SYSTEM. HOWEVER, FUNDING HAS BEEN IN SHORTFALL PUSHING BACK TH IMPLEMENTATION OF THE PROJECT. THE LAUREL HILL FISH PASSAGE PROJECT WILL ADDRESS A LARGE GRAVEL PUSH UP DAM AND THE IMPACTS TO THE STREAM FROM THE HISTORICAL HIGH FLOW REMOVAL OF THEIR CONCRETE STRUCTURE. A LARGE NOAA REST ORATION GRANT WAS SUBMITTED IN 2023 FOR THIS PROJECT. WHEN COMPLETED THESE PROJECTS WILL CREATE EFFICIENCIES TO THE INFRASTRUCTURE THAT WILL AID IN WATER QUANTITY IMPROVEMENTS TO THE CREEK AND A HIGH PRIORITY STREAM THAT IS BARRIER FREE FOR ALL LIFE STAGES OF AQUATIC LIFE.

  • CONSERVATION IMPLEMENTATION STRATEGY FOR UPLAND FUELS REDUCTION THE ORGANIZATION HAS BEEN WORKING WITH LOCAL AGENCIES AND NON-PROFIT ORGANIZATIONS ON FUELS REDUCTION PROJECTS IN THE APPLEGATE WATERSHED. STAFF COMPLETED AND SUBMITTED A CONSERVATION IMPLEMENTATION STRATEGY TO THE NATURAL RESOURCE CONSERVATION SERVICE (NRCS) THAT WILL BRING UPLAND FUEL LOAD TREATMENTS TO LANDOWNERS IN THE UPPER APPLEGATE IN THE FALL OF 2024 AND 2025. WE ALSO SUBMITTED GRANT APPLICATIONS FOR COMMUNITY WILDLIFE PROTECTION PLANS (CWPP) THAT WILL INCLUDE UPDATING THE APPLEGATE COMMUNITY IN JACKSON AND JOSEPHINE COUNTIES COMMUNITY WILDFIRE PROTECTION PLAN. ALL OF THIS WORK WILL COMPLEMENT BLM AND USFS FUELS REDUCTION WORK IN THE UPPER APPLEGATE WATERSHED.

As filed on the 2023 return.

Listed in Part VII

  • JACK SHIPLEY

    BOARD MEMBER EMERITUS

    Total calculated
    $0
    Hours/week
    20

  • GEOFF BECKER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0

  • BARBARA SUMMERHAWK

    SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • KIRSTEN SHOCKEY

    EXECUTIVE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • ALAN JOURNET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • HEIDI MARTINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • JANIS MOHR TIPTON

    EXECUTIVE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • DAVID RUSSEL

    EXECUTIVE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • MEL WANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • MARY BUCKLEY MIKKELSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 April 2024
IRS schema version
2023v5.0
Source object
202401369349313230

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