OREGON HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HISTORICAL SOCIETY (EIN 93-0391599)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-01
- IRS object ID
- 201202149349300750
- Schema version
- 2011v1.2
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-01T10:31:06-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 SW THIRD AVENUE SUITE 700 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930391599 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5032221741 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERI NEAL | Name |
| Title | FINANCE & HR DIRECTOR | Title |
| Phone | 5032221741 | Phone |
| Date Signed | 2012-08-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YEE LEE LO | Name |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KERRY TYMCHUCK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6391277 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1898 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 59 | TotalNbrEmployees |
| Total Nbr Volunteers | 128 | TotalNbrVolunteers |
| Total Gross UBI | 8814 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2183 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2172526 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5677267 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 204170 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 164081 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21134 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37071 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 480710 | OtherRevenuePriorYear |
| Other Revenue Current Year | 418704 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2878540 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6297123 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2116090 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2269913 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 301680 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2337905 | OtherExpensePriorYear |
| Other Expenses Current Year | 2080465 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4453995 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4350378 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1575455 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1946745 | RevenuesLessExpensesCY |
| Total Assets BOY | 20968117 | TotalAssetsBOY |
| Total Assets EOY | 22666533 | TotalAssetsEOY |
| Total Liabilities BOY | 2903652 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2814121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18064465 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19852412 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 896918 | Expense |
| Revenue | 79125 | Revenue |
| Description | 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 MATERIAL. 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 OF OREGON AND THE REGION. IN 2011, THE RESEARCH LIBRARY, OPERATING 12 HOURS A WEEK, FROM JANUARY THROUGH JUNE, AND 32 HOURS A WEEK FROM JULY THROUGH DECEMBER, SERVED OVER 1,516 PATRONS IN PERSON, AND 3,282 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 WEBSITE 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 WEBSITE. THE RESEARCH LIBRARY PROVIDES RESEARCH SUPPORT TO ALL SOCIETY PROGRAMS AND DEPARTMENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1787135 | Expense |
| Revenue | 289217 | Revenue |
| Description | 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. THE SOCIETY MOUNTS EIGHT TO TEN TRAVELING AND TEMPORARY EXHIBITIONS ON VARIED THEMES PER 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 2011, 46,159 VISITORS CAME TO THE OREGON HISTORICAL SOCIETY TO VIEW ITS EXHIBITS AND PARTICIPATE IN VARIOUS PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 358346 | Expense |
| Revenue | 20859 | Revenue |
| Description | EDUCATION - IN 2001, THE SOCIETY BEGAN A DYNAMIC EDUCATION PROGRAM, THE TEACHING OREGON HISTORY PROJECT. USING THE RICH RESOURCES OF THE SOCIETY'S LIBRARY AND ARCHIVES, THE PROJECT IDENTIFIES PRIMARY SOURCE MATERIALS THAT ENGAGE THE IMAGINATIONS AND INTELLECTS OF OREGON'S STUDENTS. NARRATIVES, DOCUMENTS, BIOGRAPHIES, LESSONS PLANS, AND CURRICULA ARE MADE AVAILABLE THROUGH THE SOCIETY'S WEBSITE 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. IN 2011, THE EDUCATION PROGRAM SERVED 9,407 STUDENTS FROM SOME 255 DIFFERENT SCHOOLS AND VARIOUS YOUTH GROUPS, 573 COLLEGE TOURS AND 625 ADULTS IN DOCENT LED TOURS (THESE NUMBERS ARE INCLUDED IN THE OVERALL VISITATION NUMBERS PREVIOUSLY STATED). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3042399 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 59 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI NEAL FINANCE & HR DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5033065202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAUL ANDREWS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARLEEN BARNETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BAUER | ||||||
| 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 | |
| CARL CHRISTOPHERSON | ||||||
| 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 | |
| DAN HEINE | ||||||
| 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 | |
| JACKSON LEWIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDGE ANGEL LOPEZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY C LORENZEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETE MARK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LIBBY MCCASLIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| 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 | |
| MAURA N O'SCANNLAIN | ||||||
| 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 JACQUELINE PETERSON-LOOMIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR PRESTON PULLIAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GUY RANDLES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES T RICHARDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN SHELK | ||||||
| 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 | |
| JERRY E HUDSON | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| WILLIAM L FAILING JR | ||||||
| VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| DR LESLEY HALLICK | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| PAT RITZ | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| GEORGE L VOGT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 155274 | 0 | 11657 | X | |
| KERRY R TYMCHUK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 121000 | 0 | 0 | X | |
| SHERI NEAL | ||||||
| FINANCE & HR DIRECTOR | 40.00 | 76827 | 0 | 12093 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 353101 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23750 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| ANDRE AND ASSOCIATES | |||||||||
| 1183 FORT STREET | VICTORIA | CA | V8V3L1 | EXHIBIT DESIGN | 111993 | ||||
| SOCKEYE CREATIVE | |||||||||
| EXHIBIT DESIGN | 103819 | 240 N BROADWAY STE 301 | PORTLAND | OR | 97227 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 252635 | MembershipDues |
| Government Grants | 3799307 | GovernmentGrants |
| All Other Contributions | 1625325 | AllOtherContributions |
| Noncash Contributions | 36993 | NoncashContributions |
| Total Contributions | 5677267 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 134876 | 134876 |
| PROGRAM SERVICE FEES | 519100 | 29205 | 29205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 164081 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37071 | TotalRevenueColumn |
| Exclusion | $37,071 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193584 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193584 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193584 | TotalRevenueColumn |
| Exclusion | $193,584 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 232956 | GrossSalesOfInventory |
| Cost Of Goods Sold | 94154 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 129988 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8814 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 86318 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86318 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 86318 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6297123 | TotalRevenueColumn |
| Related Or Exempt Function Income | 380387 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8814 | UnrelatedBusinessRevenue |
| Exclusion | $230,655 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376851 | Total |
| Management And General | 376851 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1438606 | Total |
| Program Services | 1119152 | ProgramServices |
| Management And General | 186442 | ManagementAndGeneral |
| Fundraising | 133012 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68216 | Total |
| Program Services | 41669 | ProgramServices |
| Management And General | 18109 | ManagementAndGeneral |
| Fundraising | 8438 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191486 | Total |
| Program Services | 135430 | ProgramServices |
| Management And General | 35581 | ManagementAndGeneral |
| Fundraising | 20475 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194754 | Total |
| Program Services | 120748 | ProgramServices |
| Management And General | 58426 | ManagementAndGeneral |
| Fundraising | 15580 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3168 | Total |
| Management And General | 3168 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44081 | Total |
| Management And General | 44081 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415765 | Total |
| Program Services | 343427 | ProgramServices |
| Management And General | 67715 | ManagementAndGeneral |
| Fundraising | 4623 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55506 | Total |
| Program Services | 51985 | ProgramServices |
| Management And General | 3521 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258836 | Total |
| Program Services | 132452 | ProgramServices |
| Management And General | 81492 | ManagementAndGeneral |
| Fundraising | 44892 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72418 | Total |
| Program Services | 547 | ProgramServices |
| Management And General | 71871 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331637 | Total |
| Program Services | 68710 | ProgramServices |
| Management And General | 262927 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17818 | Total |
| Program Services | 8772 | ProgramServices |
| Management And General | 1017 | ManagementAndGeneral |
| Fundraising | 8029 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7919 | Total |
| Program Services | 3899 | ProgramServices |
| Management And General | 452 | ManagementAndGeneral |
| Fundraising | 3568 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158457 | Total |
| Management And General | 158457 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534072 | Total |
| Program Services | 494161 | ProgramServices |
| Management And General | 24874 | ManagementAndGeneral |
| Fundraising | 15037 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52114 | Total |
| Program Services | 328 | ProgramServices |
| Management And General | 51786 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER | 128674 | 65297 | 34240 | 29137 |
| IND. COSTS ALLOCATION | 0 | 455822 | -474711 | 18889 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4350378 | Total |
| Program Services | 3042399 | ProgramServices |
| Management And General | 1006299 | ManagementAndGeneral |
| Fundraising | 301680 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609473 | BOY |
| EOY | 568363 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2113167 | BOY |
| EOY | 1969252 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152605 | BOY |
| EOY | 2608294 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48976 | BOY |
| EOY | 35054 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56426 | BOY |
| EOY | 46840 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113497 | BOY |
| EOY | 102465 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18092176 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9143072 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9225189 | BOY |
| EOY | 8949104 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8648784 | BOY |
| EOY | 8387161 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20968117 | BOY |
| EOY | 22666533 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187586 | BOY |
| EOY | 193244 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10951 | BOY |
| EOY | 3052 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2630895 | BOY |
| EOY | 2576568 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74220 | BOY |
| EOY | 41257 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2903652 | BOY |
| EOY | 2814121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9045461 | BOY |
| EOY | 8192899 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975201 | BOY |
| EOY | 3377263 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8043803 | BOY |
| EOY | 8282250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18064465 | BOY |
| EOY | 19852412 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20968117 | BOY |
| EOY | 22666533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1946745 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -158798 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4788343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4768207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3517347 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2172526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5677267 | CurrentTaxYear |
| Total | 20923690 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4788343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4768207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3517347 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2172526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5677267 | CurrentTaxYear |
| Total | 20923690 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2688586 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18235104 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 667260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 261219 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198146 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 230655 | CurrentTaxYear |
| Total | 1593526 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12835 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8814 | CurrentTaxYear |
| Total | 85627 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7215 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13416 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141173 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86318 | CurrentTaxYear |
| Total | 253378 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22856221 | TotalSupport |
| Gross Receipts From Admissions Etc | 2121843 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74540 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4048698 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4048698 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 352435 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 88109 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 356170 | CurrentYearMinus1 |
| Current Year | 352435 | CurrentYear |
| Total | 708605 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,062,908 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 245223 | CurrentYearMinus1 |
| Total | 245223 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 89043 | CurrentYearMinus1 |
| Current Year | 88109 | CurrentYear |
| Total | 177152 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $265,728 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7235544 | BeginningOfYearBalance |
| Contributions | 246531 | Contributions |
| Investment Earnings Or Losses | -216430 | InvestmentEarningsOrLosses |
| Other Expenditures | 336686 | OtherExpenditures |
| End Of Year Balance | 6928959 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6815885 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 782365 | InvestmentEarningsOrLosses |
| Other Expenditures | 362706 | OtherExpenditures |
| End Of Year Balance | 7235544 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5588322 | BeginningOfYearBalance |
| Contributions | 14678 | Contributions |
| Investment Earnings Or Losses | 1222068 | InvestmentEarningsOrLosses |
| Other Expenditures | 9183 | OtherExpenditures |
| End Of Year Balance | 6815885 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7750366 | BeginningOfYearBalance |
| Contributions | 40922 | Contributions |
| Investment Earnings Or Losses | -2131566 | InvestmentEarningsOrLosses |
| Other Expenditures | 71400 | OtherExpenditures |
| End Of Year Balance | 5588322 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1019349 | OtherCostOrOtherBasis |
| Book Value | 1019349 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14183839 | OtherCostOrOtherBasis |
| Depreciation | 7074917 | Depreciation |
| Book Value | 7108922 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 692593 | OtherCostOrOtherBasis |
| Depreciation | 176383 | Depreciation |
| Book Value | 516210 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2183745 | OtherCostOrOtherBasis |
| Depreciation | 1891772 | Depreciation |
| Book Value | 291973 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12650 | OtherCostOrOtherBasis |
| Book Value | 12650 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8949104 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE TRUSTS | 517747 |
| INVESTMENT IN JEFFERSON-MADISON CORP. | 833466 |
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICY | 106510 |
| BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION | 6929438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8387161 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $13,179 |
| LIABILITY TO TRUST BENEFICIARIES | $24,630 |
| OTHER LIABLITIES | $3,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41257 | TotalOfAmounts |
| Total Revenue | 6297123 | TotalRevenue |
| Total Expenses | 4350378 | TotalExpenses |
| Excess Or Deficit For Year | 1946745 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -216430 | NetUnrealizedGLOnInvestments |
| Other | $57,632 | OtherAmount |
| Total Adjustments | -158798 | TotalAdjustments |
| Excess Or Deficit Per FS | 1787947 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6636546 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -216430 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 37647 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 701433 | OtherRevenues |
| Revenue Not Rptd F990 | 522650 | RevenueNotRptdF990 |
| Revenue Subtotal | 6113896 | RevenueSubtotal |
| Other Revenues Not Included | 183227 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 183227 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6297123 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4848600 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 37647 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 643802 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 681449 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4167151 | ExpensesSubtotal |
| Other Expenses Not Included | 183227 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 183227 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4350378 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 FASB ASC NO. 958-605, 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. IN ADDITION, EXPENDITURES FOR EXHIBITS AND EXHIBITION PROGRAMS ARE NOT CAPITALIZED, NOR ARE THE COSTS ASSOCIATED WITH EXHIBITIONS AND PROGRAMS THAT WILL NOT OPEN TO THE PUBLIC UNTIL A FUTURE PERIOD. FOR THE YEAR ENDED DECEMBER 31, 2011, COSTS ASSOCIATED WITH THE ACQUISITION OF COLLECTION ITEMS TOTALED $14,478. THE SOCIETY MAINTAINS A POLICY THAT REQUIRES ALL PROCEEDS FROM THE DEACCESSION AND SALE OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. DURING THE YEAR ENDED DECEMBER 31, 2011, THE SOCIETY RECOGNIZED $10,381 IN GAINS ASSOCIATED WITH THE SALE OF COLLECTION ITEMS. | |
| 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 FUNDS 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS -12,741. NET CHANGE IN THE VALUE OF INVESTMENT IN SUBSIDIARY 70,373. TOTAL TO SCHEDULE D, PART XI, LINE 8: 57,632. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS -12,741. REVENUES FROM CONSOLIDATED SUBSIDIARY 620,020. COST OF GOODS SOLD 94,154. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL INCOME ELIMINATED IN CONSOLIDATION 183,227. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 94,154. EXPENSES FROM CONSOLIDATED SUBSIDIARY 549,648. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES ELIMINATED IN CONSOLIDATION 183,227. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE L VOGT | NamePerson |
| Base Compensation Filing Org | 155274 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11657 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 166931 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | SMALL PERFORMANCE BONUSES WERE AWARDED. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29594 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 258 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SUPPLIES | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7399 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE NUMBER REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. |
| NON REPORTING OF REVENUE: | 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 FINANCE DIRECTOR. A COPY OF 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 UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -216,430. NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS -12,741. NET CHANGE IN THE VALUE OF INVESTMENT IN SUBSIDIARY 70,373. TOTAL TO FORM 990, PART XI, LINE 5: -158,798. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON-MADISON CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930801738 | EIN |
| Primary Activity | PROPERTY RENTAL | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 620020 | ShareOfTotalIncome |
| Share Of EOY Assets | 950580 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEFFERSON-MADISON CORPORATION | ||
| J | 183227 | COMPARATIVE MARKET DATA |
| JEFFERSON-MADISON CORPORATION | ||
| P | 138228 | COST |
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