2014-10-09T16:20:35-05:00 2013-12-31 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2013-01-01 930391599 Oregon Historical Society OREG 5032221741 1200 SW Park Avenue Portland OR 97205 Sheri Neal Chief Financial Officer 5032221741 2014-10-09 Yee Lee McGee P01294356 5032222515 2013 2015-11-30 17:44:51Z Kerry Tymchuck 1200 SW Park Avenue Portland OR 97205 7228030 0 X www.ohs.org X 1898 OR 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. 34 34 72 130 3118 -1545 5729921 5963705 179965 230165 137310 492956 400587 431432 6447783 7118258 0 0 0 0 2504450 2821485 0 0 470631 2676967 2500467 5181417 5321952 1266366 1796306 22182528 25087760 224554 321999 21957974 24765761 X 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. 0 0 1282218 85393 Research Services The Research Library of the Oregon Historical Society offers an unparalleled collection concerning the history of Oregon and the region. It contains more than 35,000 books, 25,000 maps, 2.5 million photographs and negatives, 8 million feet of film, 8,000 oral history tapes, and 12,000 linear feet of manuscript.These collections, along with thousands of serials, journals, newsletters, government documents, posters, and microfilm materials, broaden and enrich the understanding and interpretation of the cultural, political, religious, social, economic, scientific, and technological life in Oregon. In 2013, the Research Library, operating 32 hours a week, served over 3,408 patrons in person and 2,947 remote reference inquiries via mail and electronic media from all over the world.The Society's library staff has cataloged thousands of books, ephemera, oral histories, manuscripts, and image collections, and made them available on the Society's Web site for easy access by patrons. The Library has over 30,000 digitized photographs from its collection, and now has over 3,000 digital images available to order online via the Society's Web site. The Research Library provides research support to all Society programs and departments.The Society 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. 2275353 334485 Exhibits The Society collects, preserves, documents, and exhibits the state's material culture with more than 85,000 artifacts. Its major permanent exhibition, Oregon My Oregon, has won two national awards an Award of Merit from the American Association for State and Local History, and a MUSE award from the American Association of Museums Media and Technology Committee. In 2012, a new American Association of State and Local History award winning permanent exhibition, Oregon Voices, was completed, combining the technology of today with stories from the past. This interactive exhibit gives visitors a chance to explore the issues and events that shaped Oregon from 1950 forward. The Society mounts eight to ten travelling and temporary exhibitions on varied themes each year. The 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 2013, 70,592 visitors came to the Oregon Historical Society to view its exhibits and participate in various programs. 378600 24672 Education In 2001, the Society began a dynamic education program, the Teaching Oregon History Project. Using the rich resources of the Society's research library and archives, the project identifies primary source materials that engage the imaginations and intellects of Oregon's students. Narratives, documents, biographies, lesson plans, and curricula are made available through the Society's Web site and in print. In addition, the Society distributes existing curriculum materials to public and private schools in Oregon, including artifact kits and slide shows; it arranges school tours of the museum galleries and library; and presents education workshops. The Oregon History Project received the CLIO Award from the American Library Association, and two national awards from the National Council of State Historic Preservation Officers. The Education program served 11,320 students in 2013, which includes 431 college tours and 1,587 adults in docent-led tours. The travelling trunk program also served 5,126 students throughout Oregon. 3936171 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 53 0 72 1 1 1 0 0 0 0 1 1 0 0 0 0 X 34 34 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X Sheri Neal Chief Financial Officer 5033065202 1200 SW Park Avenue Portland OR 97205 Paul Andrews Director 1.00 X 0 0 0 Arleen Barnett Director 1.00 X 0 0 0 Barbara Beale Director 1.00 X 0 0 0 Marc Berg Director 1.00 X 0 0 0 Mort Bishop Director 1.00 X 0 0 0 John Boylston Director 1.00 X 0 0 0 Dr Steve Brown Director 1.00 X 0 0 0 Rhett Carlile Director 1.00 X 0 0 0 Margaret Carter Director 1.00 X 0 0 0 Dr Rebecca Dobkins Director 1.00 X 0 0 0 Christopher Erickson Director 1.00 X 0 0 0 Jamieson Grabenhorst Director 1.00 X 0 0 0 Dr Lesley Hallick Director 1.00 X 0 0 0 Dan Heine Director 1.00 X 0 0 0 Dr Jerry E Hudson Director 1.00 X 0 0 0 Cary Jones Director 1.00 X 0 0 0 Greg Keller Director 1.00 X 0 0 0 Jon Kruse Director 1.00 X 0 0 0 Dr Bill Lang Director 1.00 X 0 0 0 Jackson Lewis Director 1.00 X 0 0 0 Judge Angel Lopez Director 1.00 X 0 0 0 Pete Mark Director 1.00 X 0 0 0 Professor Robert J Miller Director 1.00 X 0 0 0 Anne Naito-Campbell Director 1.00 X 0 0 0 Sarah Newhall Director 1.00 X 0 0 0 Brian Obie Director 1.00 X 0 0 0 Douglas Pahl Director 1.00 X 0 0 0 Jin Park Director 1.00 X 0 0 0 Dr Preston Pulliams Director 1.00 X 0 0 0 John Shelk Director 1.00 X 0 0 0 Joanne Simmons Walch Director 1.00 X 0 0 0 Janet Taylor Director 1.00 X 0 0 0 Bill Wyatt Director 1.00 X 0 0 0 William L Failing Jr President 1.00 X X 0 0 0 Pat Ritz Vice-President 1.00 X X 0 0 0 Libby McCaslin Secretary 1.00 X X 0 0 0 Carl Christoferson Treasurer 1.00 X X 0 0 0 Kerry R Tymchuk Executive Director 40.00 X 179381 0 11637 Sheri Neal Chief Financial Officer 40.00 X 87033 0 11933 266414 0 23570 1 0 1 0 0 236608 2234800 3492297 214499 5963705 Admissions 900099 170065 170065 Program Service Fees 519100 60100 60100 230165 487230 487230 213929 0 213929 213929 213929 11072 5346 5726 5726 5726 256342 104426 151916 148798 3118 Miscellaneous 900099 65587 65587 65587 7118258 444550 3118 706885 X 289984 63673 162638 63673 1926399 1476615 277657 172127 111762 51642 49350 10770 274252 206257 33344 34651 219088 157383 34156 27549 3743 3743 126 126 40921 40921 649649 516384 99236 34029 111599 100108 8905 2586 424868 281882 91476 51510 95414 7200 88214 342422 86161 256261 40319 36063 3666 590 88675 52575 36100 552664 520230 17974 14460 49102 4576 44526 Other 74807 29968 39866 4973 Collection acquisition 15023 15023 Taxes 11135 11135 Ind. costs allocation 0 330305 -347918 17613 5321952 3936171 915150 470631 579421 609094 804535 500132 179326 147968 78228 116518 42686 54347 100685 220578 19007582 10208025 8591813 8799557 3021569 5512783 8784265 9126783 22182528 25087760 210117 316436 11352 5563 3085 0 224554 321999 X 12753617 13768674 849102 1205599 8355255 9791488 21957974 24765761 22182528 25087760 X 1796306 891467 120014 X 0 1 X 1 0 X 3517347 2172526 4780469 4078202 4388502 18937046 896798 1651719 1575203 4123720 3517347 2172526 5677267 5729921 5963705 23060766 2774722 20286044 198146 236246 230655 296509 701159 1662715 7960 7627 8814 8339 3118 35858 13416 141173 86318 59007 65587 365501 25124840 1792089 0.80740 0.79000 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous 365501 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4851321 4851321 392566 98142 0 0 356170 352435 387349 392566 1488520 2232780 245223 245223 89043 88109 96837 98142 372131 558197 X X X X 0 7316571 1510580 991575 360578 9458148 6928959 7079 727659 347126 7316571 7235544 246531 -216430 336686 6928959 6815885 782365 362706 7235544 5588322 14678 1222068 9183 6815885 0.97610 0.02390 1 0 1019349 1019349 14183839 7872335 6311504 1399978 278484 1121494 2404416 2057206 347210 8799557 Beneficial interest in charitable trusts 469034 Investment in Jefferson-Madison Corp. 718771 Cash surrender value of life insurance policy 98118 Beneficial interest in assets held by the Oregon Community Foundation 7840860 9126783 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, artifacts, 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 FASB ASC No. 958-605, Revenue Recognition, 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, 2013, costs associated with the acquisition of collection items totaled $15,023. Part III, Line 4: The Society's collection includes more than 85,000 artifacts, 35,000 books, 25,000 maps, 2.5 million photographs, 8 million feet of film, 8,000 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 history. X X 0 0 0 0 0 0 0 0 0 Kerry R Tymchuk Executive Director 179381 0 0 0 0 0 11637 0 0 0 191018 0 0 0 X 8 189921 Quoted Market Price X 44 X Capital impro 1 24455 Market Price X Supplies 1 123 Market Price 0 1 0 Part I, Column (b): The number reported in column (B) represents the number of contributors. Part I, Line 33: The Society did not report any revenue from donations of historical artifacts because the Society does not capitalize its collection, as allowed under FASB ASC 958-605. Form 990, Part VI, Section A, line 2 Paul Andrews and Pete Mark have a family relationship. 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 11 The Form 990 is prepared by an independent accountant 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 Annual reminder letters and a questionnaire are sent to all board members. The executive director is responsible for monitoring and enforcing the conflict of interest policy with respect to 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 IX, line 11g Creative Services: Program service expenses 81,683. Management and general expenses 0. Fundraising expenses 0. Total expenses 81,683. Design Services: Program service expenses 166,381. Management and general expenses 540. Fundraising expenses 1,710. Total expenses 168,631. Fabrication: Program service expenses 108,185. Management and general expenses 0. Fundraising expenses 0. Total expenses 108,185. Other: Program service expenses 160,135. Management and general expenses 98,696. Fundraising expenses 32,319. Total expenses 291,150. Form 990, Part XI, line 9: Net change in the fair value of split-interest agreements 69,102. Net change in the value of investment in subsidiary 50,912. Jefferson-Madison Corporation 1200 SW Park Avenue Portland OR 97205 930801738 Property Rental OR C 676421 820225 1.00000 1 0 0 0 0 0 1 0 0 0 0 1 1 0 1 1 0 1 0 0 Jefferson-Madison Corporation K 180996 Comparative market data Jefferson-Madison Corporation O 135575 Cost Jefferson-Madison Corporation F 150000 Cash