OREGON HISTORICAL SOCIETY: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HISTORICAL SOCIETY (EIN 93-0391599)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202602589349302850
- Schema version
- 2025v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T17:52:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 222 SW COLUMBIA ST STE 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | KERRY TYMCHUK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5032221741 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEE LEE MCGEE | PreparerPersonNm |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
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 | $10,769,917 | 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 | FOR MORE THAN 125 YEARS, THE OREGON HISTORICAL SOCIETY HAS SERVED AS THE STATE'S COLLECTIVE MEMORY, PRESERVING A VAST COLLECTION OF OBJECTS, PHOTOGRAPHS, MAPS, MANUSCRIPT MATERIALS, BOOKS, FILMS, AND ORAL HISTORIES. THE RESEARCH LIBRARY, MUSEUM, DIGITAL PLATFORMS, EDUCATIONAL PROGRAMMING, AND HISTORICAL JOURNAL MAKE OREGON'S HISTORY OPEN AND ACCESSIBLE TO ALL. OHS EXISTS BECAUSE HISTORY IS POWERFUL, AND BECAUSE A HISTORY AS DEEP AND AS RICH AS OREGON'S CANNOT BE CONTAINED WITHIN A SINGLE STORY OR POINT OF VIEW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $17,488 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,694,822 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,146,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $618,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $483,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $689,851 | PYInvestmentIncomeAmt |
| CY Investment Income | $771,623 | CYInvestmentIncomeAmt |
| PY Other Revenue | $407,981 | PYOtherRevenueAmt |
| CY Other Revenue | $299,048 | CYOtherRevenueAmt |
| PY Total Revenue | $12,411,306 | PYTotalRevenueAmt |
| CY Total Revenue | $10,700,373 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,328 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,506,125 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,778,910 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,296,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,623,033 | PYOtherExpensesAmt |
| CY Other Expenses | $5,167,678 | CYOtherExpensesAmt |
| PY Total Expenses | $12,150,486 | PYTotalExpensesAmt |
| CY Total Expenses | $12,015,588 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $260,820 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,315,215 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,208,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,218,166 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,294,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,379,245 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,913,329 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,838,921 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON HISTORICAL SOCIETY (OHS) PRESERVES OUR STATE'S HISTORY AND MAKES IT ACCESSIBLE TO EVERYONE IN WAYS THAT ADVANCE KNOWLEDGE AND INSPIRE CURIOSITY ABOUT ALL THE PEOPLE, PLACES, AND EVENTS THAT HAVE SHAPED OREGON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,016,328 | ExpenseAmt |
| Revenue | $580,273 | RevenueAmt |
| Desc | EXHIBITIONS: THE OREGON HISTORICAL SOCIETY SHARES OREGON AND BROADER AMERICAN HISTORY THROUGH ORIGINAL AND TRAVELING EXHIBITIONS. DESIGNED TO MAKE HISTORY VISIBLE AND ACCESSIBLE FOR ALL AGES, OHS'S MUSEUM FEATURES THREE PERMANENT INSTALLATIONS - INCLUDING THE AWARD-WINNING EXHIBITION EXPERIENCE OREGON - THAT HIGHLIGHT OBJECTS AND ARCHIVAL MATERIALS FROM OHS'S COLLECTIONS. THE MUSEUM PRESERVES THOUSANDS OF OBJECTS, TEXTILES, ARTWORKS, AND BELONGINGS, MANY WHICH CAN BE ACCESSED ONLINE THROUGH THE MUSEUM COLLECTION PORTAL. CONTINUED ON SCHEDULE O.IN 2025, OHS OPENED THE YASUI FAMILY: AN AMERICAN STORY. THROUGH PHOTOGRAPHS, PERSONAL JOURNALS, DOCUMENTS, AND OBJECTS, THE EXHIBITION EXPLORES HOW ONE JAPANESE AMERICAN FAMILY'S STORY REFLECTS THE COMPLEXITY OF THE AMERICAN STORY. WHILE YASUI FAMILY MEMBERS ENDURED RACISM AND INCARCERATION, THEY ALSO SHARED A COMMITMENT TO EQUAL JUSTICE THROUGH ENGAGEMENT WITH THE LOCAL, STATE, AND NATIONAL FORCES THAT DETERMINED - AND WITHHELD - THEIR CIVIL RIGHTS. THIS EXHIBITION WAS POSSIBLE THANKS TO A RECENT GRANT PROJECT TO DIGITIZE AND TRANSLATE ITEMS FROM THE YASUI BROTHERS CO. BUSINESS RECORDS AND YASUI FAMILY PAPERS, BOTH PRESERVED IN OHS'S RESEARCH LIBRARY. A PROGRAM SERIES WAS CREATED TO COINCIDE WITH THE EXHIBITION AND EXPLORED THEMES OF CITIZENSHIP, IMMIGRATION, AND BELONGING. OTHER ORIGINAL EXHIBITIONS ON VIEW IN 2025 INCLUDED AN EXPLORATION OF OREGON AVIATION HISTORY, A PHOTOGRAPHIC EXHIBITION EXPLORING THE CHANGING LANDSCAPE ALONG THE OREGON SKYLINE TRAIL, AND A DISPLAY OF PHOTOGRAPHS AND OBJECTS FROM THE JUNE DRAKE MUSEUM AND LIBRARY COLLECTIONS. THOUSANDS OF PEOPLE ATTENDED PUBLIC PROGRAMS IN 2025, ANCHORED BY DORIS KEARNS GOODWIN AND AN IMPRESSIVE MARK O. HATFIELD LECTURE SERIES LINE UP OF NIKOLE HANNAH-JONES, LINDSAY CHERVINSKY, STEVE INSKEEP, AND HAMPTON SIDES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,544,166 | ExpenseAmt |
| Revenue | $19,560 | RevenueAmt |
| Desc | RESEARCH LIBRARY: THE OREGON HISTORICAL SOCIETY'S RESEARCH LIBRARY IS AN INVALUABLE RESOURCE FOR LEARNING ABOUT THE PAST AND PROVIDING CONTEXT ON THE PRESENT. THE LIBRARY PRESERVES THE WORLD'S LARGEST COLLECTION OF OREGON-RELATED MATERIALS, DOCUMENTING THE PEOPLE, PLACES, AND EVENTS THAT HAVE SHAPED OREGON'S HISTORY. VISITORS CAN ENJOY BROAD ACCESS TO THESE MATERIALS, BOTH IN THE LIBRARY'S RENOVATED READING ROOM AND ONLINE THROUGH OHS'S DIGITAL COLLECTIONS AND DIGITAL HISTORY RESOURCES.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 RESEARCH LIBRARY ONLINE CATALOG IS THE PRIMARY POINT OF DISCOVERY FOR RESEARCHERS SEEKING TO USE ITS HOLDINGS. ARCHIVAL COLLECTIONS ARE ALSO DESCRIBED IN MORE DETAIL IN ARCHIVES WEST, 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 TO A SELECTION OF OHS'S LIBRARY MATERIALS. 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. THE RESEARCH LIBRARY PROVIDES RESEARCH SUPPORT TO ALL OHS PROGRAMS AND DEPARTMENTS AND COLLABORATES WIDELY WITH COMMUNITY PARTNERS FROM AROUND THE STATE. THE LIBRARY IS FREE AND OPEN TO EVERYONE, NO APPOINTMENT NECESSARY, AND REFERENCE STAFF ASSIST THOUSANDS OF RESEARCHERS ANNUALLY, IN PERSON AND REMOTELY. OHS ALSO PUBLISHES THE OREGON HISTORICAL QUARTERLY (OHQ), WHICH BRINGS WELL-RESEARCHED, WELL-WRITTEN HISTORY ABOUT OREGON AND THE PACIFIC NORTHWEST TO BOTH SCHOLARS AND GENERAL READERS. OHQ AMPLIFIES KNOWLEDGE AND PERSPECTIVES THAT TRADITIONAL SCHOLARSHIP HAS OFTEN SILENCED AND SPARKS RELEVANT CONVERSATIONS ABOUT HISTORY. THE OREGON HISTORICAL QUARTERLY PUBLISHED A SPECIAL ISSUE IN FALL 2025, "HUMAN EXPERIENCE IN THE OREGON GREAT BASIN," IN WHICH AUTHORS EXPLORE LAND AND RESOURCES, SMOKING PIPES AND TOBACCO USE, COLLABORATIVE ARCHAEOLOGICAL PRACTICES, PEOPLE AND CLIMATE, CONSERVING ELK WITH ARCHAEOLOGY, AND DECOLONIZING ARCHAEOLOGY THROUGH INDIGENOUS COLLABORATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,778,782 | ExpenseAmt |
| Grant | $69,000 | GrantAmt |
| Revenue | $30,085 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS: OHS HELPS BRING DIVERSE, COMPLEX HISTORY TO STUDENTS AND EDUCATORS BY PROVIDING FREE EDUCATIONAL MATERIALS AND CURRICULUM AND BY HOSTING PROFESSIONAL-DEVELOPMENT WORKSHOPS. OHS SPONSORS OREGON HISTORY DAY, PART OF NATIONAL HISTORY DAY, A PROJECT-BASED RESEARCH CURRICULUM PROGRAM FOR MIDDLE AND HIGH SCHOOL STUDENTS. OHS'S TRAVELING TRUNKS GIVE STUDENTS A HANDS-ON WAY TO EXPLORE HISTORY THROUGH OBJECTS, MAPS, AND LESSON PLANS ON A VARIETY OF TOPICS SPANNING OREGON'S VAST GEOGRAPHY AND DIVERSE PEOPLES. OHS ALSO OFFERS GUIDED AND SELF-GUIDED EXHIBITION TOURS, WHICH ARE FREE FOR ALL OREGON SCHOOL GROUPS. CONTINUED ON SCHEDULE O.GUIDED BY INSIGHT FROM GROUPS OF EDUCATIONAL ADVISORS FROM ACROSS THE STATE, OHS CONTINUED TO EXPAND ITS RESOURCES FOR EDUCATORS. IN 2025, OHS HOSTED ITS FIRST ETHNIC STUDIES SUMMER INSTITUTE TO HELP TEACHERS PREPARE TO TEACH THE NEW ETHNIC STUDIES STANDARDS AND CONTINUED TO GROW RESOURCES SUCH AS CLASSROOM-READY LESSON PLANS AND THE TRAVELING TRUNK PROGRAM. SCHOOL TOURS IN OHS'S MUSEUM FILLED THE CALENDAR, AND NEWLY AVAILABLE BILINGUAL TOURS IN SPANISH AND ENGLISH WERE INCREASINGLY POPULAR.OHS SHARES RESEARCH AND COMMUNITY KNOWLEDGE WITH THE PUBLIC THROUGH DOZENS OF PROGRAMS. MANY ARE HOSTED AT THE DOWNTOWN LOCATION AND MOST ARE AVAILABLE TO EVERYONE FREE OF CHARGE. PROGRAMS IN 2025 INCLUDED, FOR EXAMPLE, A WORKSHOP INTRODUCTION TO OHS'S RESEARCH LIBRARY; PANEL DISCUSSIONS ON COLEGIO CESAR CHAVEZ, AVIATION HISTORY IN OREGON, AND THE DONNA POLLACH PHOTOGRAPH COLLECTION (RELATED TO OHS MUSEUM EXHIBITIONS); AND CELEBRATIONS OF NEW HISTORICAL BOOKS ON NOTABLE OREGONIANS. OHS RECORDS MANY PUBLIC PROGRAMS AND MAKES THEM AVAILABLE TO EVERYONE ON ITS WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,339,276 | 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 | Yes (1) | 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 | 0 | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 77 | 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | GLYNIS JONES 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 (45 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 |
|---|---|---|---|---|---|---|---|
| PETER NICKERSON | |||||||
| BOARD PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIEANN PARK | |||||||
| BOARD VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERTA 'BOBBIE' CONNOR | |||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIN ZOLLENKOPF | |||||||
| BOARD TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANCO ALBI | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN ANDERSON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ANDREWS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CASEY OBIE BARRET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE BISHOP | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN BODDIE | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY DOUGLAS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY FLYNN | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY GARVEY | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES S HOWARD JR | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY KELLER | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN LOY | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CHERSTIN LYON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDGE JUDITH MATARAZZO | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MCKEOWN | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN MCKINSTRY | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DINELLI MONSON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN NAKATA | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN O'SCANNLAIN | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES PARKER | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETROS PELOS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE ROE | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RUSSELL | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL SANTOS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SHELK | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SITTON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA SPADY | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY SPECHT | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA WATSON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE JO WHITSELL | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARINUS W WIEWEL | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WILSON | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PIA WILSON-BODY | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRY TYMCHUK | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $332,286 | $0 | $13,524 | ||
| SHERI NEAL | |||||||
| CFO (THRU JUNE 2025) | 40.00 | Yes (X) | $105,995 | $0 | $11,745 | ||
| GLYNIS JONES | |||||||
| CFO (BEG. JUNE 2025) | 40.00 | Yes (X) | $73,713 | $0 | $7,647 | ||
| DWIGHT PETERSON | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $149,060 | $0 | $21,871 | Yes (X) | ||
| ELIZA CANTY-JONES | |||||||
| CPO/EDITOR | 40.00 | $124,044 | $0 | $20,536 | Yes (X) | ||
| JOSH F COY | |||||||
| FACILITIES DIRECTOR | 40.00 | $128,664 | $0 | $15,623 | Yes (X) | ||
| NICOLE YASUHARA | |||||||
| MUSEUM DIRECTOR | 40.00 | $117,241 | $0 | $20,297 | Yes (X) | ||
| RACHEL RANDLES | |||||||
| CHIEF MARKETING & COM. OFFICER | 40.00 | $115,390 | $0 | $20,763 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,146,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,006 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 | $750,099 |
| UPSWELL LLC | |||||
| 555 SE MARTIN LUTHER KING JR BLV | PORTLAND | OR | 97214 | PROJECT DESIGN | $328,473 |
| PAVELCOMM INC | |||||
| 1640 NW 14TH AVENUE | PORTLAND | OR | 97209 | COMPUTER SUPPORT | $186,425 |
| HMS COMMERCIAL SERVICE INC | |||||
| 4103 SE INTERNATIONAL WAY | MILWAUKIE | OR | 97222 | HVAC | $171,282 |
| DEVIL'S FOOD | |||||
| 2240 N INTERSTATE AVENUE SUITE 26 | PORTLAND | OR | 97227 | CATERING | $140,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $277,951 | MembershipDuesAmt |
| Government Grants | $5,153,472 | GovernmentGrantsAmt |
| All Other Contributions | $3,715,211 | AllOtherContributionsAmt |
| Noncash Contributions | $135,632 | NoncashContributionsAmt |
| Total Contributions | $9,146,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 519200 | $353,078 | $353,078 |
| ADMISSIONS | 900099 | $129,990 | $129,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $483,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $771,623 | TotalRevenueColumnAmt |
| Exclusion | $771,623 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $134,710 | 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 | $134,710 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,710 | TotalRevenueColumnAmt |
| Exclusion | $134,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $198,055 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $69,544 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,023 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,488 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,827 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,827 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,700,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $629,918 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,488 | UnrelatedBusinessRevenueAmt |
| Exclusion | $906,333 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,000 | TotalAmt |
| Program Services | $69,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,910 | TotalAmt |
| Program Services | $115,259 | ProgramServicesAmt |
| Management And General | $314,392 | ManagementAndGeneralAmt |
| Fundraising | $115,259 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,757,564 | TotalAmt |
| Program Services | $3,147,553 | ProgramServicesAmt |
| Management And General | $1,102,413 | ManagementAndGeneralAmt |
| Fundraising | $507,598 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,247 | TotalAmt |
| Program Services | $109,820 | ProgramServicesAmt |
| Management And General | $39,743 | ManagementAndGeneralAmt |
| Fundraising | $17,684 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,815 | TotalAmt |
| Program Services | $516,351 | ProgramServicesAmt |
| Management And General | $205,968 | ManagementAndGeneralAmt |
| Fundraising | $97,496 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,374 | TotalAmt |
| Program Services | $302,592 | ProgramServicesAmt |
| Management And General | $129,357 | ManagementAndGeneralAmt |
| Fundraising | $57,425 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,243 | TotalAmt |
| Management And General | $5,243 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,300 | TotalAmt |
| Management And General | $37,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,249 | TotalAmt |
| Program Services | $697,869 | ProgramServicesAmt |
| Management And General | $362,339 | ManagementAndGeneralAmt |
| Fundraising | $15,041 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,327 | TotalAmt |
| Program Services | $107,443 | ProgramServicesAmt |
| Management And General | $3,284 | ManagementAndGeneralAmt |
| Fundraising | $1,600 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,250 | TotalAmt |
| Program Services | $402,422 | ProgramServicesAmt |
| Management And General | $150,990 | ManagementAndGeneralAmt |
| Fundraising | $63,838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,196 | TotalAmt |
| Program Services | $65,192 | ProgramServicesAmt |
| Management And General | $418,004 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,710 | TotalAmt |
| Management And General | $803,710 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,269 | TotalAmt |
| Program Services | $68,216 | ProgramServicesAmt |
| Management And General | $8,532 | ManagementAndGeneralAmt |
| Fundraising | $27,521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,464 | TotalAmt |
| Program Services | $197,272 | ProgramServicesAmt |
| Management And General | $25,321 | ManagementAndGeneralAmt |
| Fundraising | $117,871 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265,987 | TotalAmt |
| Program Services | $1,142,502 | ProgramServicesAmt |
| Management And General | $46,999 | ManagementAndGeneralAmt |
| Fundraising | $76,486 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,884 | TotalAmt |
| Management And General | $113,884 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $113,343 | $17,232 | $68,645 | $27,466 |
| TRAINING AND DUES | $76,824 | $25,805 | $40,494 | $10,525 |
| TAXES | $18,632 | $18,632 | ||
| IND. COSTS ALLOCATION | $0 | $2,354,748 | -$2,515,331 | $160,583 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,015,588 | TotalAmt |
| Program Services | $9,339,276 | ProgramServicesAmt |
| Management And General | $1,379,919 | ManagementAndGeneralAmt |
| Fundraising | $1,296,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,186 | BOYAmt |
| EOY | $1,078,061 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,499,846 | BOYAmt |
| EOY | $6,925,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,866 | BOYAmt |
| EOY | $732,923 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,267 | BOYAmt |
| EOY | $25,947 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,732 | BOYAmt |
| EOY | $104,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,572 | BOYAmt |
| EOY | $495,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,942,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,442,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,359,539 | BOYAmt |
| EOY | $12,500,269 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,650,180 | BOYAmt |
| EOY | $14,949,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,880,005 | BOYAmt |
| EOY | $12,406,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,208,193 | BOYAmt |
| EOY | $49,218,166 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,229 | BOYAmt |
| EOY | $720,661 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,505 | BOYAmt |
| EOY | $626,678 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,130 | BOYAmt |
| EOY | $1,031,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294,864 | BOYAmt |
| EOY | $2,379,245 | 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 | $20,180,503 | BOYAmt |
| EOY | $20,501,775 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,732,826 | BOYAmt |
| EOY | $26,337,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,913,329 | BOYAmt |
| EOY | $46,838,921 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,208,193 | BOYAmt |
| EOY | $49,218,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,315,215 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,634,723 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,606,084 | 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 | $7,146,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,591,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,134,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,914,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,570,648 | CurrentTaxYearAmt |
| Total | $37,357,648 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,232,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,424,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,742,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,780,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,575,986 | CurrentTaxYearAmt |
| Total | $17,755,999 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,379,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,015,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,877,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,694,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,146,634 | CurrentTaxYearAmt |
| Total | $55,113,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,059,304 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,054,343 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $207,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $789,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $906,333 | CurrentTaxYearAmt |
| Total | $2,813,085 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,488 | CurrentTaxYearAmt |
| Total | $49,488 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,827 | CurrentTaxYearAmt |
| Total | $541,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,517,419 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,799,243 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91040 | 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 - 2021 AMOUNT: $ 85,356. 2022 AMOUNT: $ 124,564. 2023 AMOUNT: $ 72,290. 2024 AMOUNT: $ 197,547. 2025 AMOUNT: $ 35,827. INSURANCE PROCEEDS - 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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,719,195 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,719,195 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $685,960 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $171,490 | 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 | $607,683 | CurrentYearMinus3Amt |
| Current Year Minus2 | $626,396 | CurrentYearMinus2Amt |
| Current Year Minus1 | $696,786 | CurrentYearMinus1Amt |
| Current Year | $685,960 | CurrentYearAmt |
| Total | $2,616,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,925,238 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $151,921 | CurrentYearMinus3Amt |
| Current Year Minus2 | $156,599 | CurrentYearMinus2Amt |
| Current Year Minus1 | $174,197 | CurrentYearMinus1Amt |
| Current Year | $171,490 | CurrentYearAmt |
| Total | $654,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $981,311 | 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 | $16,239,677 | BeginningYearBalanceAmt |
| Contributions | $535,732 | ContributionsAmt |
| Investment Earnings Or Losses | $2,558,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $703,728 | OtherExpendituresAmt |
| End Year Balance | $18,630,234 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,275,458 | BeginningYearBalanceAmt |
| Contributions | $5,100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,647,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $687,982 | OtherExpendituresAmt |
| End Year Balance | $16,239,677 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,358,791 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,466,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $549,750 | OtherExpendituresAmt |
| End Year Balance | $15,275,458 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,553,686 | BeginningYearBalanceAmt |
| Contributions | $3,001,807 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,658,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $538,278 | OtherExpendituresAmt |
| End Year Balance | $14,358,791 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,752,096 | BeginningYearBalanceAmt |
| Contributions | $25,319 | ContributionsAmt |
| Investment Earnings Or Losses | $2,258,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $482,579 | OtherExpendituresAmt |
| End Year Balance | $13,553,686 | 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 | $25,338,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,660,034 | DepreciationAmt |
| Book Value | $9,678,831 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,784,481 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,782,197 | DepreciationAmt |
| Book Value | $1,002,284 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,951 | OtherCostOrOtherBasisAmt |
| Book Value | $576,951 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,500,269 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE TRUSTS | $319,464 |
| BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION | $11,192,808 |
| RIGHT-OF-USE ASSETS - OPERATING LEASES | $894,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,406,520 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS - OPERATING LEASES | Desc |
| Amt | $1,031,906 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,031,906 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,053,424 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,634,723 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,700 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,606,084 | OtherRevenueAmt |
| Revenue Not Reported | $3,283,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,769,917 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$69,544 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$69,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,700,373 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,127,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,700 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $69,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $112,244 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,015,588 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,015,588 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | EACH YEAR, OHS RECEIVES THE DONATION OF A NUMBER OF VALUABLE RESEARCH COLLECTIONS. AS A RESULT, OHS'S COLLECTIONS CONTAIN THOUSANDS OF RARE BOOKS, FILM AND SOUND RECORDINGS, MANUSCRIPTS, MAPS, AND PHOTOGRAPHS, WHICH ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICES AND OHS'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 OBJECTS, MATERIALS, AND SIMILAR ASSETS HELD AS PART OF OHS'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, 2025, THERE WERE $798 IN COSTS ASSOCIATED WITH THE ACQUISITION OF COLLECTION ITEMS. IN ADDITION, PURSUANT TO OHS'S POLICY, PROCEEDS FROM THE SALE OF COLLECTION ITEMS AND RELATED INSURANCE SETTLEMENTS ARE RECORDED AMONG NET ASSETS WITH DONOR RESTRICTIONS, TO BE USED FOR FURTHER ACQUISITIONS OR THE CARE OF THE COLLECTION. NO COLLECTION ITEMS WERE SOLD DURING THE YEAR ENDED DECEMBER 31, 2025. EXPENDITURES FOR EXHIBITIONS AND PROGRAMS ARE NOT CAPITALIZED, NOR ARE THE COSTS ASSOCIATED WITH EXHIBITIONS AND PROGRAMS THAT WILL NOT OPEN TO THE PUBLIC UNTIL A FUTURE PERIOD. |
| PART III, LINE 4: | THE OREGON HISTORICAL SOCIETY IS DEDICATED TO MAKING OREGON'S LONG RICH HISTORY VISIBLE AND ACCESSIBLE TO ALL. FOR MORE THAN 125 YEARS, WE HAVE SERVED AS THE STATE'S COLLECTIVE MEMORY GATHERING AND PRESERVING A VAST COLLECTION OF MILLIONS OF UNIQUE ITEMS IN A VARIETY OF FORMATS, INCLUDING THREE-DIMENSIONAL OBJECTS, CLOTHING, ARTWORKS, PHOTOGRAPHS, MANUSCRIPTS, MAPS, ORAL HISTORIES, SOUND RECORDINGS, FILMS AND VIDEO RECORDINGS. THE COLLECTION COVERS A WIDE RANGE OF TOPICS AND OFFERS OPPORTUNITIES FOR VISITORS AND RESEARCHERS TO DEEPEN THEIR UNDERSTANDING OF THE MANY PEOPLES, PLACES, AND EVENTS THAT HAVE SHAPED OREGON AND THE PACIFIC NORTHWEST. WE SHARE OUR EXTENSIVE COLLECTION THROUGH THOUGHT-PROVOKING MUSEUM EXHIBITIONS AND ROBUST DIGITAL PLATFORMS. WE BRING HISTORY DIRECTLY TO OREGON'S STUDENTS IN WAYS THAT BRIDGE GAPS OF TIME AND PERSPECTIVE, AND WE SUPPORT LIFELONG LEARNING THROUGH OUR MANY PUBLIC LECTURES AND EVENTS. |
| PART V, LINE 4: | THE ENDOWMENT FUND EARNINGS WILL BE USED TO SUPPORT OHS'S GENERAL OPERATIONS AS WELL AS SPECIFIC ACTIVITIES AND PROGRAMS, AS DESIGNATED BY DONORS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET CHANGE IN THE BENEFICIAL INTEREST OF ASSET HELD BY OCF 1,568,913. NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 37,171. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -69,544. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 69,544. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERRY TYMCHUK | ||||||||||||||
| EXECUTIVE DIRECTOR | $292,286 | $0 | $40,000 | $0 | $0 | $0 | $11,691 | $0 | $1,833 | $0 | $345,810 | $0 | $0 | $0 |
| DWIGHT PETERSON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $149,060 | $0 | $0 | $0 | $0 | $0 | $7,465 | $0 | $14,406 | $0 | $170,931 | $0 | $0 | $0 |
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. SHERI NEAL, CHIEF FINANCIAL OFFICER, RECEIVED A BONUS DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR. ADDITIONAL DISCRETIONARY BONUS WERE ALSO AWARDED TO SPECIFIC EMPLOYEES IN THE CALENDAR YEAR 2025. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,631 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,607 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 167 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,055 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR 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 CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OHS IS A NONPROFIT MEMBER-SUPPORTED ORGANIZATION. OHS HAS TWO MEMBERSHIP CATEGORIES PER ITS BYLAWS: "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 THE ANNUAL MEETING OF THE MEMBERSHIP AND ON MATTERS SUBMITTED TO THE MEMBERS BY WRITTEN BALLOT. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS ARE ELECTED THROUGH AN ONLINE BALLOT SENT TO OREGON HISTORICAL SOCIETY MEMBERS. |
| 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 EMAIL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE GIVEN A CONFLICT-OF-INTEREST POLICY AND DISCLOSURE FORM ANNUALLY; DOCUMENTATION IS MAINTAINED WITH THE ADMINISTRATION DEPARTMENT. THE CONFLICT-OF-INTEREST POLICY IS ALSO PROVIDED TO EACH BOARD MEMBER AT ORIENTATION. 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 B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY, USING COMPARABILITY DATA FROM AN OUTSIDE VENDOR. EACH YEAR, AT THE DECEMBER BOARD MEETING, THEY DELIBERATE, DETERMINE COMPENSATION AMOUNTS FOR THE FOLLOWING YEAR, AND VOTE FOR APPROVAL. THE EXECUTIVE DIRECTOR ALSO REVIEWS COMPARISON DATA FROM AN OUTSIDE VENDOR IN DETERMINING KEY EMPLOYEES' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | OHS'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. OHS WILL CONSIDER REQUESTS ON AN INDIVIDUAL BASIS. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, OHS.ORG, AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 37,171. NET CHANGE IN THE BENEFICIAL INTEREST OF ASSETS HELD BY OCF 1,568,913. |
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