Totals
- Total revenue
- $10,857,092
- Total expenses
- $10,663,994
- Contributions and grants received
- $9,877,432
- Grants paid
- $18,850
- Program service revenue
- $295,248
- Investment income
- $434,485
- Other revenue
- $249,927
- Total assets, end of year
- $43,955,571
- Total liabilities, end of year
- $1,255,875
- Net assets or fund balances, end of year
- $42,699,696
- Program services expenses (Part IX)
- $8,258,087
- Management and general expenses
- $1,269,825
- Fundraising expenses
- $1,136,082
- Program service expenses (Part III)
- $8,258,087
Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$268,485
-
1e · Government grants (contributions)
$5,313,139
-
1f · All other contributions, gifts and grants
$4,295,808
-
1g · Noncash contributions included above
$418,659
-
2a · Program service revenue: PROGRAM SERVICE FEES
total $197,569 · related or exempt $197,569
-
2b · Program service revenue: ADMISSIONS
total $97,679 · related or exempt $97,679
-
3 · Investment income
total $434,485 · excluded $434,485
-
6a · Gross rents
real property $81,800
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $81,800
-
6d · Net rental income or loss
total $81,800 · excluded $81,800
-
10a · Gross sales of inventory
$211,625
-
10b · Cost of goods sold
$115,788
-
10c · Net income from sales of inventory
total $95,837 · related or exempt $93,052 · unrelated business $2,785
-
11a · Other revenue: MISCELLANEOUS
total $72,290 · related or exempt $72,290
-
11e · Other revenue, total
$72,290
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $18,850 · program services $18,850
-
5 · Compensation of officers, directors and key employees
total $474,354 · program services $106,246 · management and general $261,862 · fundraising $106,246
-
7 · Other salaries and wages
total $4,138,534 · program services $2,709,648 · management and general $998,844 · fundraising $430,042
-
8 · Pension plan contributions
total $148,490 · program services $98,557 · management and general $34,321 · fundraising $15,612
-
9 · Other employee benefits
total $647,275 · program services $405,498 · management and general $165,523 · fundraising $76,254
-
10 · Payroll taxes
total $414,748 · program services $254,581 · management and general $111,999 · fundraising $48,168
-
11b · Fees: legal
total $12,141 · management and general $12,141
-
11c · Fees: accounting
total $39,454 · management and general $39,454
-
11g · Fees: other
total $1,019,745 · program services $590,635 · management and general $383,346 · fundraising $45,764
-
12 · Advertising and promotion
total $105,681 · program services $102,948 · management and general $2,733
-
13 · Office expenses
total $625,969 · program services $388,564 · management and general $146,479 · fundraising $90,926
-
14 · Information technology
total $393,967 · program services $47,553 · management and general $346,414
-
16 · Occupancy
total $801,452 · management and general $801,452
-
17 · Travel
total $67,755 · program services $56,946 · management and general $10,410 · fundraising $399
-
19 · Conferences, conventions and meetings
total $242,213 · program services $163,021 · management and general $7,649 · fundraising $71,543
-
22 · Depreciation, depletion and amortization
total $1,206,717 · program services $1,073,155 · management and general $54,183 · fundraising $79,379
-
23 · Insurance
total $102,445 · management and general $102,445
-
24a · Other expenses: OTHER
total $131,011 · program services $12,498 · management and general $95,790 · fundraising $22,723
-
24b · Other expenses: TRAINING AND DUES
total $53,165 · program services $15,941 · management and general $27,948 · fundraising $9,276
-
24c · Other expenses: TAXES
total $20,028 · management and general $20,028
-
24d · Other expenses: IND. COSTS ALLOCATION
total $0 · program services $2,213,446 · management and general -$2,353,196 · fundraising $139,750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,592,148 · end of year $2,821,869
-
2 · Savings and temporary cash investments
beginning of year $4,193,560 · end of year $4,527,355
-
3 · Pledges and grants receivable
beginning of year $4,587,302 · end of year $3,048,007
-
4 · Accounts receivable
beginning of year $27,895 · end of year $103,872
-
8 · Inventories for sale or use
beginning of year $105,359 · end of year $83,966
-
9 · Prepaid expenses and deferred charges
beginning of year $456,376 · end of year $516,730
-
10a · Land, buildings and equipment: cost or other basis
$28,978,805
-
10b · Land, buildings and equipment: accumulated depreciation
$16,932,691
-
10c · Land, buildings and equipment, net
beginning of year $11,634,798 · end of year $12,046,114
-
11 · Investments: publicly traded securities
beginning of year $9,062,081 · end of year $10,582,547
-
15 · Other assets
beginning of year $9,857,175 · end of year $10,225,111
-
17 · Accounts payable and accrued expenses
beginning of year $634,968 · end of year $655,475
-
19 · Deferred revenue
beginning of year $420,825 · end of year $497,869
-
25 · Other liabilities
beginning of year $242,351 · end of year $102,531
-
27 · Net assets without donor restrictions
beginning of year $19,299,332 · end of year $19,343,914
-
28 · Net assets with donor restrictions
beginning of year $20,919,218 · end of year $23,355,782
Mission and programs · 2023
Mission
AS THE STEWARD OF OREGON'S HISTORY, THE OREGON HISTORICAL SOCIETY EDUCATES, INFORMS, AND ENGAGES THE PUBLIC THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE PAST....IN OTHER WORDS, OREGON HISTORY MATTERS.
Activities or mission (Part I)
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.
-
EXHIBITS - OHS COLLECTS, PRESERVES, DOCUMENTS, AND EXHIBITS THE STATE'S MATERIAL CULTURE WITH MORE THAN 85,000 ARTIFACTS. ITS MAJOR PERMANENT EXHIBITION, THE AWARD WINNING EXPERIENCE OREGON EXHIBIT OPENED TO THE GENERAL PUBLIC ON FEBRUARY 14, 2019, ON OREGON'S 160TH BIRTHDAY. A DYNAMIC EDUCATIONAL EXHIBIT, EXPERIENCE OREGON ALLOWS VISITORS TO LEARN ABOUT THE COUNTLESS PEOPLE, PLACES AND EVENTS THAT HAVE SHAPED OREGON.THE 2023 OHS EXHIBIT SERIES PORTRAYED CONNECTIONS TO THE PAST AND TO ONE ANOTHER THROUGH VARIOUS ART FORMS. THE PHOTOGRAPHY, PAINTINGS, AND MUSIC WERE SELECTED TO GIVE A SENSE OF TIME, PLACE, AND WHO WE ARE. CONTINUED ON SCHEDULE O.2023'S INFORMATIVE EXHIBITS INCLUDED: THE MAZAMAS: FOR THE LOVE OF MOUNTAINS; OUR UNFINISHED PAST: THE OREGON HISTORICAL SOCIETY AT 125; CELEBRATING BIRDS OF THE PACIFIC NORTHWEST; PORTLAND PAST AND PRESENT; SAGEBRUSH TO STUMPTOWN: PORTLAND YOUTH PHILHARMONIC'S ASTONISHING FIRST CENTURY; BIRDS OF THE PACIFIC COAST: THE ILLUSTRATIONS OF R. BRUCE HORSFALL; THE CORNERSTONE OF OUR CONSTRUCTION INDUSTRY: A CENTURY OF THE OREGON-COLUMBIA CHAPTER OF THE ASSOCIATED GENERAL CONTRACTORS; SO READY FOR LAUGHTER: THE LEGACY OF BOB HOPE, A TRAVELING EXHIBIT FROM THE NATIONAL WWII MUSEUM.THE STORIES COMMUNICATED BY OUR EXHIBITS ARE NOT CONFINED BY OUR MUSEUM WALLS. IN ADDITION TO BECOMING THE INSPIRATION FOR TRAVELING EXHIBITS, OUR MUSEUM EXHIBITS ALSO SERVE AS JUMPING OFF POINTS FOR FURTHER EXAMINATION. THEY OFTEN ARE PAIRED WITH IN-PERSON AND VIRTUAL PROGRAMMING, USED BY THE OHS EDUCATION DEPARTMENT TO CREATE CURRICULA, AND TO LEAD GUESTS TO DIG DEEPER INTO A SUBJECT USING THE OHS RESOURCES AVAILABLE ONLINE, INCLUDING DIGITIZED PRIMARY SOURCES AND DIGITAL HISTORY WEBSITES LIKE THE OREGON ENCYCLOPEDIA.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 2023, 34,800 IN-PERSON VISITORS CAME TO THE OREGON HISTORICAL SOCIETY TO VIEW ITS EXHIBITS AND PARTICIPATE IN VARIOUS PROGRAMS.OHS OFFERS TRAVELING EXHIBITS, AN IN-PERSON OUTREACH PROGRAM, TO HOST LOCATIONS MAKING OREGON HISTORY ACCESSIBLE TO AUDIENCES OF ALL AGES AND EXPERIENCE ACROSS THE STATE. IN 2023 ALL TRAVELING EXHIBITS WERE OFFERED FREE OF CHARGE. IN 2023 OHS INTRODUCED TWO NEW TRAVELING EXHIBITS AND OVER 10,000 PEOPLE SAW OUR TRAVELING EXHIBITS IN 17 DIFFERENT LOCATIONS FROM THE OREGON COAST TO EASTERN OREGON.
Expenses $3,930,192 · Revenue $425,231
-
RESEARCH SERVICES - THE OREGON HISTORICAL SOCIETY RESEARCH LIBRARY IS ONE OF THE LARGEST HISTORICAL LIBRARIES IN THE COUNTRY AND MAINTAINS AN UNPARALLELED COLLECTION RELATING TO THE HISTORY OF OREGON AND THE PACIFIC NORTHWEST. ITS HOLDINGS INCLUDE THOUSANDS OF BOOKS, GOVERNMENT DOCUMENTS, AND SERIALS; MAPS; MANUSCRIPT COLLECTIONS; ORAL HISTORY INTERVIEWS AND OTHER SOUND RECORDINGS; AS WELL AS MILLIONS OF PHOTOGRAPHS; MILLIONS OF FEET OF ARCHIVAL FILM FOOTAGE; AND A GROWING COLLECTION OF DIGITIZED AND BORN-DIGITAL IMAGES, DOCUMENTS, SOUND, AND VIDEO.CONTINUED ON SCHEDULE O.THESE COLLECTIONS BROADEN AND ENRICH THE UNDERSTANDING AND INTERPRETATION OF THE CULTURAL, POLITICAL, RELIGIOUS, SOCIAL, ECONOMIC, SCIENTIFIC, AND TECHNOLOGICAL LIFE IN OREGON. OHS'S RESEARCH LIBRARY REOPENED IN OCTOBER OF 2021 FOLLOWING NEARLY TWO YEARS OF RENOVATION. THE NEW LIBRARY SPACE FEATURES A MODERNIZED READING ROOM, WITH ENHANCEMENTS FOR RESEARCHERS INCLUDING A RECONFIGURED REFERENCE DESK, A NEW MAP AND ARCHITECTURE VIEWING STATION, TECH HUB, AND PHYSICAL IMPROVEMENTS THAT PROMOTE ACCESSIBILITY AND INCLUSION FOR ALL USERS. A HIGHLIGHT OF THE NEW SPACE IS THE PIETRO BELLUSCHI ARCHITECTURAL RESOURCE CENTER, WHICH WILL PROVIDE A FOCAL POINT TO HIGHLIGHT THE LIBRARY'S ARCHITECTURAL COLLECTIONS AND A WELL-EQUIPPED MEETING SPACE FOR INSTRUCTION.THE RESEARCH LIBRARY ONLINE CATALOGUE IS THE PRIMARY POINT OF DISCOVERY FOR RESEARCHERS SEEKING TO USE ITS HOLDINGS. ARCHIVAL COLLECTIONS ARE ALSO DESCRIBED IN MORE DETAIL IN ARCHIVESWEST, AN ONLINE CONSORTIAL RESOURCE FOR ACADEMIC AND RESEARCH LIBRARIES IN THE PACIFIC NORTHWEST AND MOUNTAIN STATES. THE LIBRARY'S DIGITAL ARCHIVE, OHS DIGITAL COLLECTIONS, PROVIDES DIRECT ONLINE ACCESS WORLDWIDE. A ROBUST SUITE OF DIGITAL HISTORY WEBSITES, INCLUDING THE OREGON HISTORY PROJECT, THE OREGON ENCYCLOPEDIA, AND THE OREGON HISTORY WAYFINDER, PROVIDE PRIMARY SOURCES AND AUTHORITATIVE CONTENT THAT SUPPORT EDUCATION AND RESEARCH, WITH BROAD APPEAL TO A GENERAL AUDIENCE. COMBINED, OVER 91,000 USERS VIEWED NEARLY 429,000 PAGES ON THESE SITES IN 2023.THE RESEARCH LIBRARY PROVIDES RESEARCH SUPPORT TO ALL SOCIETY PROGRAMS AND DEPARTMENTS AND COLLABORATES WIDELY WITH COMMUNITY PARTNERS FROM AROUND THE STATE. THE SOCIETY ALSO PUBLISHES THE OREGON HISTORICAL QUARTERLY, WHICH HAS BEEN A BENEFIT OF MEMBERSHIP SINCE 1900. THE QUARTERLY IS A PEER-REVIEWED, PUBLIC HISTORY JOURNAL THAT BRINGS DOCUMENTED HISTORY ABOUT OREGON AND THE PACIFIC NORTHWEST TO BOTH SCHOLARS AND THE GENERAL AUDIENCE. THE QUARTERLY IS SUPPORTED BY AN ADVISORY COMMITTEE COMPRISED OF SCHOLARS, PUBLIC HISTORIANS, AND EDUCATORS FROM THROUGHOUT THE STATE.
Expenses $2,940,739 · Revenue $9,544
-
EDUCATION - THE EDUCATIONAL DEPARTMENT AT OHS PROVIDES SCHOOL-GROUP TOURS OF EXHIBITIONS, TRAVELING TRUNKS, CURRICULUM, AND PROFESSIONAL DEVELOPMENT TRAINING, WITH A FOCUS ON GRADES K-12. OHS OFFERS 6 TRAVELING TRUNKS ON URBAN, RURAL, AND MULTICULTURAL TOPICS, EACH FILLED WITH OBJECTS AND IMAGES FOR HANDS-ON AND EXPERIENTIAL LEARNING, TRAVELING THROUGHOUT THE STATE OF OREGON TO GRADES K-12 CLASSROOMS. OHS CREATES CURRICULUM AND OTHER CLASSROOM-READY RESOURCES THAT HELP EDUCATORS MEET OREGON'S SCIENCES STANDARDS INTEGRATED WITH ETHNIC STUDIES AND PROVIDES IN-PERSON AND VIRTUAL TRAINING TO EDUCATORS ACROSS THE STATE.CONTINUED ON SCHEDULE O.THE EDUCATION DEPARTMENT ALSO MANAGES THE OREGON HISTORY DAY PROGRAM, WHICH IS A PART OF THE RENOWNED, AWARD-WINNING NATIONAL HISTORY DAY PROGRAM. IN 2023, THE OREGON HISTORY DAY CONTEST TOOK PLACE IN PERSON FOR THE FIRST TIME SINCE 2019. APPROXIMATELY TWO DOZEN TEACHERS AND ABOUT TWELVE SCHOOLS REPRESENTING FOURTEEN COMMUNITIES BROUGHT 98 STUDENTS TO PARTICIPATE IN OREGON HISTORY DAY IN 2023. THE STUDENTS PRESENTED THEIR HISTORICAL RESEARCH AND ANALYSIS THROUGH AN EXHIBIT, WEBSITE, DOCUMENTARY, PERFORMANCE OR PAPER ENTRY. DOZENS OF VOLUNTEER JUDGES SCORED THE PROJECTS AND PROVIDED FEEDBACK. IN JUNE 2023, 34 STUDENTS FROM OREGON TRAVELED TO WASHINGTON, D.C TO PARTICIPATE IN THE NATIONAL CONTEST.OHS SERVED 425 STUDENTS ON EXHIBITION TOURS IN 2023. OHS PROVIDES A MONTHLY NEWSLETTER TO EDUCATORS INFORMING THEM OF WORKSHOPS AND RESOURCES THAT WILL ASSIST THEM IN THE CLASSROOM.
Expenses $1,387,156 · Grants $18,850 · Revenue $25,815
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mort Bishop IIIMORT BISHOP III
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Peter NickersonPETER NICKERSON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Linda ShelkLINDA SHELK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Erin ZollenkopfERIN ZOLLENKOPF
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Franco AlbiFRANCO ALBI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristin AndersonKRISTIN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul AndrewsPAUL ANDREWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Casie Obie BarretCASIE OBIE BARRET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward BrewingtonEDWARD BREWINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roberta L ConnerROBERTA L CONNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly DouglasKELLY DOUGLAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary FaulknerMARY FAULKNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily FlynnEMILY FLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott HowardSCOTT HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg KellerGREG KELLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas LauderdaleTHOMAS LAUDERDALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn LoyMARILYN LOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Cherstin LyonDR CHERSTIN LYON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judge Judith MatarazzoJUDGE JUDITH MATARAZZO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan McKinstryNATHAN MCKINSTRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert MillerROBERT MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darren NakataDARREN NAKATA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brendan O'ScannlainBRENDAN O'SCANNLAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janet PardoJANET PARDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julieann ParkJULIEANN PARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim ParkerJIM PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Perry PelosPERRY PELOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maria Caballero RubioMARIA CABALLERO RUBIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John RussellJOHN RUSSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica SpadyMONICA SPADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg SpechtGREG SPECHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie SpencerLESLIE SPENCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda Walker-TurnerLINDA WALKER-TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa WatsonLISA WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill WestphalBILL WESTPHAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wim WiewelWIM WIEWEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John WilsonJOHN WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pia Wilson-BodyPIA WILSON-BODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry TymchukKERRY TYMCHUK
EXECUTIVE DIRECTOR
- Total calculated
- $318,770
- From this org
- $305,803
- From related orgs
- $0
- Other
- $12,967
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $280,803
- Bonus
- $25,000
- Other
- $0
- Deferred
- $11,232
- Nontaxable benefits
- $1,735
- Filer's total
- $318,770
-
Sheri NealSHERI NEAL
CHIEF FINANCIAL OFFICER
- Total calculated
- $155,614
- From this org
- $136,100
- From related orgs
- $0
- Other
- $19,514
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,600
- Bonus
- $2,500
- Other
- $0
- Deferred
- $6,940
- Nontaxable benefits
- $12,574
- Filer's total
- $155,614
-
Dwight PetersonDWIGHT PETERSON
CHIEF INFORMATION OFFICER
- Total calculated
- $143,969
- From this org
- $125,155
- From related orgs
- $0
- Other
- $18,814
- Hours/week
- 40
-
Josh F CoyJOSH F COY
FACILITIES DIRECTOR
- Total calculated
- $131,708
- From this org
- $118,020
- From related orgs
- $0
- Other
- $13,688
- Hours/week
- 40
-
Eliza Canty-JonesELIZA CANTY-JONES
CPO/EDITOR
- Total calculated
- $131,174
- From this org
- $113,018
- From related orgs
- $0
- Other
- $18,156
- Hours/week
- 40
-
Helen LouiseHELEN LOUISE
MUSEUM DIRECTOR
- Total calculated
- $130,634
- From this org
- $112,502
- From related orgs
- $0
- Other
- $18,132
- Hours/week
- 40
-
Rachel RandlesRACHEL RANDLES
CHIEF MARKETING & COM. OFFICER
- Total calculated
- $122,908
- From this org
- $104,564
- From related orgs
- $0
- Other
- $18,344
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- KERRY TYMCHUK, EXECUTIVE DIRECTOR, RECEIVED A BONUS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. SHERI NEAL, CHIEF FINANCIAL OFFICER, RECEIVED BONUSES DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442149349301714
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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