OREGON HISTORICAL SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HISTORICAL SOCIETY (EIN 93-0391599)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202203149349308100
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T19:16:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SW BROADWAY SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930391599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032221741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI NEAL | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5032221741 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERI | PersonFirstNm |
| Person Last | NEAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEE LEE MCGEE | PreparerPersonNm |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KERRY TYMCHUK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,981,276 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE OREGON HISTORICAL SOCIETY HAS BEEN COLLECTING, PRESERVING, EXHIBITING AND PUBLISHING OREGON'S HISTORY FOR OVER 100 YEARS. TODAY, THE SOCIETY'S COMPLEX IS A LANDMARK IN THE HEART OF PORTLAND'S CULTURAL DISTRICT, AND OFFERS OREGON'S RICH MULTICULTURAL HISTORY THROUGH MUSEUM EXHIBITIONS, RESEARCH COLLECTIONS, PUBLICATIONS AND PUBLIC PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $1,967 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,963,581 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,379,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $97,304 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $165,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $161,017 | PYInvestmentIncomeAmt |
| CY Investment Income | $134,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | $353,618 | PYOtherRevenueAmt |
| CY Other Revenue | $246,996 | CYOtherRevenueAmt |
| PY Total Revenue | $7,575,520 | PYTotalRevenueAmt |
| CY Total Revenue | $10,926,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,048 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,756,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,911,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $839,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,181,839 | PYOtherExpensesAmt |
| CY Other Expenses | $4,110,791 | CYOtherExpensesAmt |
| PY Total Expenses | $7,962,550 | PYTotalExpensesAmt |
| CY Total Expenses | $9,050,720 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$387,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,875,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,796,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,558,644 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,547,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $891,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,248,688 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,666,862 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS THE STEWARD OF OREGON'S HISTORY, THE OREGON HISTORICAL SOCIETY EDUCATES, INFORMS, AND ENGAGES THE PUBLIC THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE PAST....IN OTHER WORDS, OREGON HISTORY MATTERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,317,180 | ExpenseAmt |
| Revenue | $273,441 | RevenueAmt |
| Desc | EXHIBITS - THE SOCIETY COLLECTS, PRESERVES, DOCUMENTS, AND EXHIBITS THE STATE'S MATERIAL CULTURE WITH APPROXIMATELY 85,000 ARTIFACTS. ITS MAJOR PERMANENT EXHIBITION, THE AWARD WINNING EXPERIENCE OREGON EXHIBIT OPENED TO THE GENERAL PUBLIC ON FEBRUARY 14, 2019, ON OREGON'S 160TH BIRTHDAY. A DYNAMIC EDUCATIONAL EXHIBIT, EXPERIENCE OREGON ALLOWS VISITORS TO LEARN ABOUT THE COUNTLESS PEOPLE, PLACES AND EVENTS THAT HAVE SHAPED OREGON. INTERACTIVE STATIONS THROUGHOUT THE EXHIBIT CONTINUALLY DIRECT VISITORS BACK TO THE PRESENT, EMPHASIZING WHY LEARNING ABOUT HISTORY MATTERS. EXPERIENCE OREGON OPENED WITH ACCOLADES FROM THE MEDIA, OTHER HISTORICAL ORGANIZATIONS AND THE GENERAL PUBLIC AS BEING DIVERSE AND INCLUSIVE AND TELLING THE TRUE STORY OF OREGON. CONTINUED ON SCHEDULE O.THE SOCIETY MOUNTS EIGHT TO TEN TRAVELING AND TEMPORARY EXHIBITIONS ON VARIED THEMES EACH YEAR. IN 2021, OHS INTRODUCED 3 NEW TRAVELING EXHIBITS AND OVER 2,000 PEOPLE SAW OUR TRAVELING EXHIBITS AT 12 DIFFERENT LOCATIONS FROM THE OREGON COAST TO EASTERN OREGON. ON-SITE EXHIBITS ARE SHOWN IN ITS SEVEN GALLERIES. THE SOCIETY ALSO LOANS OBJECTS TO MORE THAN 30 HISTORICAL INSTITUTIONS ON A YEARLY BASIS. IN 2021, DUE TO THE CONTINUED PANDEMIC, ONLY 11,608 IN-PERSON VISITORS CAME TO THE OREGON HISTORICAL SOCIETY TO VIEW ITS EXHIBITS AND PARTICIPATE IN VARIOUS PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,708,879 | ExpenseAmt |
| Revenue | $11,589 | RevenueAmt |
| Desc | RESEARCH SERVICES - THE OREGON HISTORICAL SOCIETY RESEARCH LIBRARY IS ONE OF THE LARGEST HISTORICAL LIBRARIES IN THE COUNTRY AND MAINTAINS AN UNPARALLELED COLLECTION RELATING TO THE HISTORY OF OREGON AND THE PACIFIC NORTHWEST. ITS HOLDINGS INCLUDE THOUSANDS OF BOOKS, GOVERNMENT DOCUMENTS, AND SERIALS; MAPS; MANUSCRIPT COLLECTIONS; ORAL HISTORY INTERVIEWS AND OTHER SOUND RECORDINGS; AS WELL AS MILLIONS OF PHOTOGRAPHS; MILLIONS OF FEET OF ARCHIVAL FILM FOOTAGE; AND A GROWING COLLECTION OF DIGITIZED AND BORN-DIGITAL IMAGES, DOCUMENTS, SOUND, AND VIDEO.CONTINUED ON SCHEDULE O.THESE COLLECTIONS BROADEN AND ENRICH THE UNDERSTANDING AND INTERPRETATION OF THE CULTURAL, POLITICAL, RELIGIOUS, SOCIAL, ECONOMIC, SCIENTIFIC, AND TECHNOLOGICAL LIFE IN OREGON. THE OREGON HISTORICAL SOCIETY'S RESEARCH LIBRARY REOPENED IN OCTOBER OF 2021 FOLLOWING NEARLY TWO YEARS OF RENOVATION. THE NEW LIBRARY SPACE FEATURES A MODERNIZED READING ROOM, WITH ENHANCEMENTS FOR RESEARCHERS INCLUDING A RECONFIGURED REFERENCE DESK, A NEW MAP AND ARCHITECTURE VIEWING STATION, TECH HUB, AND PHYSICAL IMPROVEMENTS THAT PROMOTE ACCESSIBILITY AND INCLUSION FOR ALL USERS. A HIGHLIGHT OF THE NEW SPACE IS THE PIETRO BELLUSCHI ARCHITECTURAL RESOURCE CENTER, WHICH WILL PROVIDE A FOCAL POINT TO HIGHLIGHT THE LIBRARY'S ARCHITECTURAL COLLECTIONS AND A WELL-EQUIPPED MEETING SPACE FOR INSTRUCTION.THE RESEARCH LIBRARY ONLINE CATALOGUE IS THE PRIMARY POINT OF DISCOVERY FOR RESEARCHERS SEEKING TO USE ITS HOLDINGS. ARCHIVAL COLLECTIONS ARE ALSO DESCRIBED IN MORE DETAIL IN ARCHIVESWEST, AN ONLINE CONSORTIAL RESOURCE FOR ACADEMIC AND RESEARCH LIBRARIES IN THE PACIFIC NORTHWEST AND MOUNTAIN STATES. THE LIBRARY'S DIGITAL ARCHIVE, OHS DIGITAL COLLECTIONS, PROVIDES DIRECT ONLINE ACCESS WORLDWIDE. A ROBUST SUITE OF DIGITAL HISTORY WEBSITES, INCLUDING THE OREGON HISTORY PROJECT, THE OREGON ENCYCLOPEDIA, AND THE OREGON HISTORY WAYFINDER, PROVIDE PRIMARY SOURCES AND AUTHORITATIVE CONTENT THAT SUPPORT EDUCATION AND RESEARCH, WITH BROAD APPEAL TO A GENERAL AUDIENCE. COMBINED, OVER 1M USERS VIEWED NEARLY 2M PAGES ON THESE SITES IN 2021, AN INCREASE OF 2.9% AND 2.1%, RESPECTIVELY.THE RESEARCH LIBRARY PROVIDES RESEARCH SUPPORT TO ALL SOCIETY PROGRAMS AND DEPARTMENTS AND COLLABORATES WIDELY WITH COMMUNITY PARTNERS FROM AROUND THE STATE. THE SOCIETY ALSO PUBLISHES THE OREGON HISTORICAL QUARTERLY, WHICH HAS BEEN A BENEFIT OF MEMBERSHIP SINCE 1900. THE QUARTERLY IS A PEER-REVIEWED, PUBLIC HISTORY JOURNAL THAT BRINGS DOCUMENTED HISTORY ABOUT OREGON AND THE PACIFIC NORTHWEST TO BOTH SCHOLARS AND THE GENERAL AUDIENCE. THE QUARTERLY IS SUPPORTED BY AN ADVISORY COMMITTEE COMPRISED OF SCHOLARS, PUBLIC HISTORIANS, AND EDUCATORS FROM THROUGHOUT THE STATE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $881,968 | ExpenseAmt |
| Grant | $28,650 | GrantAmt |
| Revenue | $27,054 | RevenueAmt |
| Desc | EDUCATION - THE EDUCATIONAL DEPARTMENT AT OREGON HISTORICAL SOCIETY PROVIDES TOURS, TRAVELING TRUNKS, CURRICULUM, AND INTERACTIVE EXHIBITS FOR VISITORS OF ALL AGES, WITH A FOCUS ON GRADES K-12. OHS OFFERS 10 TRAVELING TRUNKS ON URBAN, RURAL, AND MULTICULTURAL TOPICS, EACH FILLED WITH OBJECTS AND IMAGES FOR HANDS-ON AND EXPERIENTIAL LEARNING, TRAVELING THROUGHOUT THE STATE OF OREGON TO GRADES K-12 CLASSROOMS AND A RANGE OF ORGANIZATIONS, INCLUDING SENIOR HOME FACILITIES. THE TRUNKS AND EXHIBITS ARE ACCOMPANIED BY CURRICULUM FOR CLASSROOM TEACHERS AND STUDENTS. CONTINUED ON SCHEDULE O.THE EDUCATION DEPARTMENT ALSO MANAGES THE OREGON HISTORY DAY PROGRAM, WHICH IS A PART OF THE RENOWNED, AWARD-WINNING NATIONAL HISTORY DAY PROGRAM. APPROXIMATELY TWO DOZEN TEACHERS AND ABOUT 1,000 STUDENTS FROM ALL REGIONS OF THE STATE PARTICIPATE IN OREGON HISTORY DAY BY CONDUCTING HISTORICAL RESEARCH AND CREATING AN EXHIBIT, WEB-SITE, DOCUMENTARY, PERFORMANCE OR PAPER ENTRY. IN 2020 WHEN THE COVID-19 PANDEMIC STRUCK, THE EDUCATION DEPARTMENT ADJUSTED BY DEVELOPING A FULLY VIRTUAL STATE CONTEST. STUDENTS SUBMIT THEIR HISTORY DAY PROJECTS WHICH ARE VIRTUALLY REVIEWED AND SCORED BY TEAMS OF THREE JUDGES PER CATEGORY, REPRESENTING LOCAL TEACHERS, ARCHIVISTS, LIBRARIANS, HISTORIANS, AND MUSEUM PROFESSIONALS. EVERY JUNE, THE STATE OF OREGON PARTICIPATES IN THE NATIONAL CONTEST, WHICH IS TYPICALLY HELD NEAR WASHINGTON, D.C. IN 2021, 125 STUDENTS PARTICIPATED IN THE VIRTUAL OREGON HISTORY DAY STATE CONTEST AND 50 STUDENTS ADVANCED TO THE VIRTUAL NATIONAL HISTORY DAY CONTEST. FOUR WORKS MADE IT TO THE FINALS ROUND OF THE NATIONAL CONTEST IN THE CATEGORIES OF; JUNIOR INDIVIDUAL DOCUMENTARY, SENIOR INDIVIDUAL DOCUMENTARY, SENIOR GROUP WEBSITE AND SENIOR PAPER.THE EDUCATION PROGRAM SERVED 480 STUDENTS IN SELF-GUIDED TOURS TOWARDS THE END OF 2021. OHS WAS UNABLE TO PROVIDE GUIDED TOURS IN 2021 DUE TO THE ONGOING COVID-19 PANDEMIC ISSUES. OHS PROVIDES A WEEKLY E-DIGEST TO EDUCATORS INFORMING THEM OF PROGRAMS AND ARTICLES THAT WILL ASSIST THEM WITH VIRTUAL TEACHING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,908,027 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI NEAL CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033065202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY FAULKNER | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MORT BISHOP III | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LESLIE SPENCER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM PARKER | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTIN ANDERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ANDREWS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASIE OBIE BARRET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BOYLSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHETT CARLILE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBIE CONNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SERENA CRUZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK GRADY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HOWARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LAUDERDALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN LOY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDGE JUDITH MATARAZZO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN MCKINSTRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DINELLI MONSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARU NAIR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN NAKATA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTICE ADRIENNE NELSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CHRISTOPHER MCKNIGHT | |||||||
| NICHOLS, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER NICKERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN O'SCANNLAIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET PARDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIEANN PARK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRY PELOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RUSSELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SHELK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG SPECHT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IVY LENZ TIMPE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA WALKER-TURNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM VALACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WESTPHAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN ZOLLENKOPF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRY TYMCHUK | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $287,777 | $0 | $11,728 | ||
| SHERI NEAL | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $119,195 | $0 | $17,553 | ||
| DWIGHT PETERSON | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $120,561 | $0 | $17,479 | Yes (X) | ||
| LISA NOAH | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $109,589 | $0 | $12,642 | Yes (X) | ||
| SHAWNA GANDY | |||||||
| LIBRARY DIRECTOR | 40.00 | $101,023 | $0 | $15,925 | Yes (X) | ||
| HELEN LOUISE | |||||||
| MUSEUM DIRECTOR | 40.00 | $103,983 | $0 | $16,606 | Yes (X) | ||
| ELIZA CANTRY-JONES | |||||||
| CPO/EDITOR | 40.00 | $101,363 | $0 | $16,445 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $943,491 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,378 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REIMERS & JOLIVETTE INC | |||||
| 2344 NW 24TH AVENUE | PORTLAND | OR | 97210 | CONSTRUCTION | $819,357 |
| MCDONALD & WETLE INC | |||||
| 2020 NE 19TH AVENUE | PORTLAND | OR | 97230 | ROOF REPAIR | $360,583 |
| HMS COMMERCIAL SERVICE INC | |||||
| 4103 SE INTERNATIONAL WAY | MILWAUKIE | OR | 97222 | HVAC MAINTENANCE | $320,144 |
| PIONEER WATERPROOFING | |||||
| 14830 SW 72ND AVENUE | TIGARD | OR | 97225 | EXTERIOR REPAIR | $280,031 |
| PACIFIC WRO | |||||
| 825 NW MULTNOMAH STREET SUITE 27 | PORTLAND | OR | 97232 | LIBRARY FURNITURE | $140,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $263,083 | MembershipDuesAmt |
| Government Grants | $6,884,428 | GovernmentGrantsAmt |
| All Other Contributions | $3,231,618 | AllOtherContributionsAmt |
| Noncash Contributions | $284,552 | NoncashContributionsAmt |
| Total Contributions | $10,379,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 519100 | $117,518 | $117,518 |
| ADMISSIONS | 900099 | $48,262 | $48,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $165,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,675 | TotalRevenueColumnAmt |
| Exclusion | $134,675 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,110 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,110 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,110 | TotalRevenueColumnAmt |
| Exclusion | $73,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $117,611 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $54,696 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,948 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,967 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $85,356 | $85,356 | |
| INSURANCE PROCEEDS | 900099 | $25,615 | $25,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $110,971 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,926,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $312,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,967 | UnrelatedBusinessRevenueAmt |
| Exclusion | $233,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,650 | TotalAmt |
| Program Services | $28,650 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,253 | TotalAmt |
| Program Services | $99,825 | ProgramServicesAmt |
| Management And General | $236,603 | ManagementAndGeneralAmt |
| Fundraising | $99,825 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,437,369 | TotalAmt |
| Program Services | $2,147,065 | ProgramServicesAmt |
| Management And General | $955,143 | ManagementAndGeneralAmt |
| Fundraising | $335,161 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,728 | TotalAmt |
| Program Services | $87,026 | ProgramServicesAmt |
| Management And General | $37,698 | ManagementAndGeneralAmt |
| Fundraising | $14,004 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,791 | TotalAmt |
| Program Services | $314,447 | ProgramServicesAmt |
| Management And General | $152,347 | ManagementAndGeneralAmt |
| Fundraising | $59,997 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,138 | TotalAmt |
| Program Services | $217,124 | ProgramServicesAmt |
| Management And General | $113,285 | ManagementAndGeneralAmt |
| Fundraising | $41,729 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348 | TotalAmt |
| Management And General | $348 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,646 | TotalAmt |
| Management And General | $39,646 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,879 | TotalAmt |
| Management And General | $143,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,903 | TotalAmt |
| Program Services | $564,066 | ProgramServicesAmt |
| Management And General | $310,879 | ManagementAndGeneralAmt |
| Fundraising | $7,958 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,778 | TotalAmt |
| Program Services | $84,565 | ProgramServicesAmt |
| Management And General | $1,213 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,277 | TotalAmt |
| Program Services | $246,094 | ProgramServicesAmt |
| Management And General | $171,912 | ManagementAndGeneralAmt |
| Fundraising | $45,271 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,284 | TotalAmt |
| Program Services | $45,496 | ProgramServicesAmt |
| Management And General | $237,788 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,616 | TotalAmt |
| Management And General | $974,616 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,013 | TotalAmt |
| Program Services | $285 | ProgramServicesAmt |
| Management And General | $2,728 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,124 | TotalAmt |
| Program Services | $42,008 | ProgramServicesAmt |
| Management And General | $2,041 | ManagementAndGeneralAmt |
| Fundraising | $21,075 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,451 | TotalAmt |
| Program Services | $837,191 | ProgramServicesAmt |
| Management And General | $47,400 | ManagementAndGeneralAmt |
| Fundraising | $67,860 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,260 | TotalAmt |
| Program Services | $1,350 | ProgramServicesAmt |
| Management And General | $84,910 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $78,560 | $13,910 | $41,017 | $23,633 |
| TRAINING AND DUES | $35,539 | $8,545 | $23,652 | $3,342 |
| TAXES | $16,113 | $16,113 | ||
| IND. COSTS ALLOCATION | $0 | $2,170,380 | -$2,290,360 | $119,980 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,050,720 | TotalAmt |
| Program Services | $6,908,027 | ProgramServicesAmt |
| Management And General | $1,302,858 | ManagementAndGeneralAmt |
| Fundraising | $839,835 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,231 | BOYAmt |
| EOY | $2,260,382 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,441,920 | BOYAmt |
| EOY | $2,644,257 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,844 | BOYAmt |
| EOY | $648,117 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,048 | BOYAmt |
| EOY | $15,043 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,419 | BOYAmt |
| EOY | $77,712 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,137 | BOYAmt |
| EOY | $528,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,517,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,516,633 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,106,584 | BOYAmt |
| EOY | $12,000,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,158,510 | BOYAmt |
| EOY | $9,012,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,574,386 | BOYAmt |
| EOY | $11,370,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,796,079 | BOYAmt |
| EOY | $38,558,644 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,792 | BOYAmt |
| EOY | $459,960 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,018 | BOYAmt |
| EOY | $431,822 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,581 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,547,391 | BOYAmt |
| EOY | $891,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,900,685 | BOYAmt |
| EOY | $20,279,082 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,348,003 | BOYAmt |
| EOY | $17,387,780 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,248,688 | BOYAmt |
| EOY | $37,666,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,796,079 | BOYAmt |
| EOY | $38,558,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,875,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $517,200 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,025,114 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,012,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,026,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,458,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,759,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,146,579 | CurrentTaxYearAmt |
| Total | $27,402,680 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,887,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,003,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,205,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,204,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,232,550 | CurrentTaxYearAmt |
| Total | $15,533,317 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,900,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,030,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,663,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,963,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,379,129 | CurrentTaxYearAmt |
| Total | $42,935,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,182,566 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,753,431 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $478,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,785 | CurrentTaxYearAmt |
| Total | $1,949,082 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,967 | CurrentTaxYearAmt |
| Total | $16,389 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $189,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,971 | CurrentTaxYearAmt |
| Total | $447,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,348,700 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,213,212 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2017 AMOUNT: $ 68,139. 2018 AMOUNT: $ 23,132. 2019 AMOUNT: $ 55,404. 2020 AMOUNT: $ 23,480. 2021 AMOUNT: $ 85,356. INSURANCE PROCEEDS - 2020 AMOUNT: $ 166,106. 2021 AMOUNT: $ 25,615. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $196,064 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $196,064 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,014,821 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,210,885 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $560,544 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $140,136 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $603,885 | CurrentYearMinus3Amt |
| Current Year Minus2 | $609,287 | CurrentYearMinus2Amt |
| Current Year Minus1 | $510,457 | CurrentYearMinus1Amt |
| Current Year | $560,544 | CurrentYearAmt |
| Total | $2,284,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,426,260 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $196,064 | CurrentYearAmt |
| Total | $196,064 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $150,971 | CurrentYearMinus3Amt |
| Current Year Minus2 | $152,322 | CurrentYearMinus2Amt |
| Current Year Minus1 | $127,614 | CurrentYearMinus1Amt |
| Current Year | $140,136 | CurrentYearAmt |
| Total | $571,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $856,565 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,408,345 | BeginningYearBalanceAmt |
| Contributions | $25,319 | ContributionsAmt |
| Investment Earnings Or Losses | $2,258,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $482,579 | OtherExpendituresAmt |
| End Year Balance | $13,209,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,662,690 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,226,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $480,732 | OtherExpendituresAmt |
| End Year Balance | $11,408,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,449,920 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,679,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $466,540 | OtherExpendituresAmt |
| End Year Balance | $10,662,690 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,212,975 | BeginningYearBalanceAmt |
| Contributions | $1,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$304,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $459,753 | OtherExpendituresAmt |
| End Year Balance | $9,449,920 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,895,477 | BeginningYearBalanceAmt |
| Contributions | $450,100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,329,895 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $462,497 | OtherExpendituresAmt |
| End Year Balance | $10,212,975 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,242,203 | OtherCostOrOtherBasisAmt |
| Book Value | $1,242,203 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,024,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,777,343 | DepreciationAmt |
| Book Value | $9,247,444 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,064,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,739,290 | DepreciationAmt |
| Book Value | $1,325,325 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $185,543 | OtherCostOrOtherBasisAmt |
| Book Value | $185,543 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,000,515 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE TRUSTS | $729,601 |
| BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION | $10,641,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,370,884 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $13,571,680 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $517,200 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $48,090 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,025,114 | OtherRevenueAmt |
| Revenue Not Reported | $2,590,404 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,981,276 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$54,696 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$54,696 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,926,580 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,153,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,090 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $54,696 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $102,786 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,050,720 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,050,720 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | EACH YEAR, THE SOCIETY RECEIVES THE DONATION OF A NUMBER OF VALUABLE RESEARCH COLLECTIONS. AS A RESULT, THE SOCIETY'S COLLECTIONS CONTAIN THOUSANDS OF RARE BOOKS, PAMPHLETS, MANUSCRIPTS, MAPS, AND PHOTOGRAPHS, WHICH ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICES AND THE SOCIETY'S OVERALL MISSION. CONSISTENT WITH THE POLICY FOLLOWED BY MANY MUSEUMS AND HISTORICAL SOCIETIES, AND AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, CONTRIBUTIONS OF HISTORICAL TREASURES, ARTIFACTS, AND SIMILAR ASSETS HELD AS PART OF THE SOCIETY'S COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED IN THE FINANCIAL STATEMENTS. SUCH ITEMS THAT HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. FOR THE YEAR ENDED DECEMBER 31, 2021, THERE WERE NO COSTS ASSOCIATED WITH THE ACQUISITION OF COLLECTION ITEMS. |
| PART III, LINE 4: | THE SOCIETY'S COLLECTION INCLUDES APPROXIMATELY 85,000 ARTIFACTS, 35,000 BOOKS, 25,000 MAPS, 2.5 MILLION PHOTOGRAPHS, 8.5 MILLION FEET OF FILM, 10,000 ORAL HISTORY TAPES AND 12,000 LINEAR FEET OF MANUSCRIPT MATERIAL. THIS COLLECTION IS USED FOR RESEARCH AND EXHIBITION PURPOSES, AND TO BROADEN AND ENRICH THE UNDERSTANDING AND INTERPRETATION OF THE CULTURAL, POLITICAL, RELIGIOUS, SOCIAL, ECONOMIC, SCIENTIFIC, AND TECHNOLOGICAL LIFE OF OREGON. |
| PART V, LINE 4: | THE ENDOWMENT FUND EARNINGS WILL BE USED TO SUPPORT THE SOCIETY'S GENERAL OPERATIONS, AS WELL AS SPECIFIC ACTIVITIES AND PROGRAMS, INCLUDING EDUCATION, MUSEUM COLLECTION, LIBRARY, PUBLICATIONS AND MARITIME AND ORAL HISTORY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET CHANGE IN THE BENEFICIAL INTEREST OF ASSET HELD BY OCF 2,014,774. NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 10,340. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -54,696. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,696. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3237 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 464727800 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FOLKLIFE PROGRAM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS AWARDED BY THE ORGANIZATION ARE APPROVED BY THE EXECUTIVE DIRECTOR AND ARE AWARDED TO FURTHER THE SOCIETY'S MISSION. RECORDS OF GRANT APPROVALS AND PAYMENTS MADE TO GRANTEES ARE MAINTAINED IN THE FINANCE OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRY TYMCHUK | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $252,777 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $35,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,109 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,619 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $299,505 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | KERRY TYMCHUK, EXECUTIVE DIRECTOR, RECEIVED A BONUS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. DWIGHT PETERSON, CHIEF INFORMATION OFFICER AND SHERI NEAL, CHIEF FINANCIAL OFFICER, RECEIVED BONUSES DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $230,570 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MATERIALS | Desc |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,982 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY IS A PUBLIC BENEFIT CORPORATION WITH MEMBERS. ACCORDING TO THE SOCIETY'S BY-LAWS, THE SOCIETY HAS TWO CATEGORIES OF MEMBERS: "ACTIVE MEMBERS AND "LIFETIME MEMBERS". A PERSON MAY BECOME AN ACTIVE MEMBER BY PAYING THE APPLICABLE ANNUAL DUES. EACH MEMBER IS ELIGIBLE TO VOTE AT ANY MEETING OF THE MEMBERS OF THE SOCIETY, AND ON MATTERS SUBMITTED TO THE MEMBERS BY WRITTEN BALLOT. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS ARE ELECTED BY WRITTEN MAIL BALLOT CAST BY THE MEMBERS OF THE SOCIETY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE BOARD PRESIDENT, TREASURER, EXECUTIVE DIRECTOR, AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS VIA E-MAIL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | NEW BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IN THEIR INITIAL PACKET TO SIGN, WHICH IS KEPT BY THE ADMINISTRATION DEPARTMENT. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THEIR BOARD OF TRUSTEES HANDBOOK AND WILL BE MENTIONED AT THEIR BOARD ORIENTATION BY THE COO AND/OR CFO. THE BOARD MEMBERS ARE REQUIRED TO MAKE DISCLOSURES AS CONFLICTS ARISE PER THE BYLAWS. THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT ARE RESPONSIBLE FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY FOR BOTH BOARD MEMBERS AND EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. HOWEVER, THE SOCIETY WILL CONSIDER REQUESTS ON AN INDIVIDUAL BASIS. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 10,340. NET CHANGE IN THE BENEFICIAL INTEREST OF ASSET HELD BY OCF 2,014,774. |
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