Form 990 for tax year 2024

Totals

Total revenue

$12,411,306

Total expenses

$12,150,486

Contributions and grants received

$10,694,822

Grants paid

$21,328

Program service revenue

$618,652

Investment income

$689,851

Other revenue

$407,981

Total assets, end of year

$47,208,193

Total liabilities, end of year

$2,294,864

Net assets or fund balances, end of year

$44,913,329

Program services expenses (Part IX)

$9,621,900

Management and general expenses

$1,313,813

Fundraising expenses

$1,214,773

Program service expenses (Part III)

$9,621,900

Program services were 79.2% 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.

Mission and programs · 2024

• 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.CONTINUED ON SCHEDULE O.THE THEME OF 2024'S EXHIBIT SERIES WAS OREGONIANS AS INNOVATORS AND ARTISTS, PORTRAYING THE DIVERSITY OF PLACES, PEOPLE, AND INTERESTS OF OREGONIANS THROUGH VARIOUS ARTISTIC MEDIUMS. THROUGH HISTORICAL PHOTOGRAPHS FROM THE OHS RESEARCH LIBRARY PAIRED WITH CONTEMPORARY PHOTOGRAPHS FROM PETER MARBACH, THE EXHIBITION PORTLAND PAST AND PRESENT VISUALLY EXPLORED HOW PORTLAND HAS CHANGED OVER TIME. RIVERS, ROSES, AND RIP CITY: THE REMARKABLE HISTORY OF PORTLAND, OPENED IN JUNE, WHERE VISITORS CAN LEARN ABOUT PORTLAND'S DISTINCTIVE LANDSCAPE, THE COMMUNITIES THAT CONTRIBUTE TO ITS DYNAMIC IDENTITY, AND THE WAYS PORTLANDERS COME TOGETHER OVER EVENTS LIKE THE ROSE FESTIVAL, A TRAILBLAZERS' WIN, OR THE BLOSSOMING OF CHERRY TREES-THIS EXHIBITION IS AN OPPORTUNITY TO CREATE AND CELEBRATE COMMUNITY. MODELS IN MOTION: THE IVAN L. COLLINS COLLECTION OF HISTORIC VEHICLES IN MINIATURE, FEATURED 61 HISTORICALLY ACCURATE MODELS OF HORSE-DRAWN VEHICLES CREATED BY IVAN COLLINS BETWEEN 1940 AND 1971, REPRESENTING TRANSPORTATION TECHNOLOGY BEFORE THE AUTOMOBILE. OREGON'S SLEEPY HOLLOW EXHIBIT DISPLAYED OBJECTS FROM JOHN LEACH AND LILLA LEACH, WHOSE CAREERS ENCOMPASSED BOTANICAL EXPLORATIONS AND DISCOVERIES, CIVIC LEADERSHIP, AND TRANSFORMATION OF THEIR HOME INTO THE PRESENT-DAY LEACH BOTANICAL GARDEN IN PORTLAND.A FOUNTAIN OF CREATIVITY: OREGON'S 20TH CENTURY ARTISTS AND THE LEGACY OF ARLENE SCHNITZER: TWO EXHIBITIONS HIGHLIGHTED ARTWORKS ON LOAN FROM THE JORDAN SCHNITZER FAMILY FOUNDATION. CROSSING BOUNDARIES: PORTRAITS OF A TRANSGENDER WEST, CURATED IN COLLABORATION WITH HISTORIAN PETER BOAG AND THE WASHINGTON STATE HISTORICAL SOCIETY, AND CROSSING BOUNDARIES IS TRAVELING ACROSS THE COUNTRY SHARING SELDOM-SPOTLIGHTED HISTORICAL NARRATIVES OF TRANSGENDER PEOPLE IN THE WEST. ON-SITE EXHIBITS ARE SHOWN IN SEVEN GALLERIES. THE SOCIETY ALSO LOANS OBJECTS TO MORE THAN 30 HISTORICAL INSTITUTIONS ON A YEARLY BASIS.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.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 2024 ALL TRAVELING EXHIBITS WERE OFFERED FREE OF CHARGE, LOANED 26 TIMES TO 18 DIFFERENT PARTNERS (HISTORICAL SOCIETIES, MUSEUMS AND LIBRARIES). IN 2025 TWO NEW EXHIBITIONS WILL BE ADDED BRINGING THE NUMBER AVAILABLE TO 15 IN TOTAL.

  Expenses $4,623,206 · Grants $5,000 · Revenue $836,098

• 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, WEBSITE VISITS NOW TOP OVER 1,000,000 ANNUALLY. 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 $3,243,634 · Revenue $34,803

• 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 2024, MORE STUDENTS AND TEACHERS PARTICIPATED IN THE HISTORY DAY PROGRAM THAN EVER BEFORE. THE NUMBER OF STUDENTS WHO ENTERED THE ANNUAL COMPETITION TRIPLED OVER 2023, WITH 292 STUDENTS FROM 12 SCHOOLS COMPETING. OF THE 153 GROUP AND INDIVIDUAL PROJECTS OUR VOLUNTEER JUDGES CONSIDERED AND EVALUATED, 31 QUALIFIED TO ADVANCE TO THE NATIONAL HISTORY DAY CONTEST, WHICH TOOK PLACE AT THE UNIVERSITY OF MARYLAND, NEAR WASHINGTON, D.C., FROM JUNE 9-13. FOR THE STUDENTS WHOSE PROJECTS ADVANCED TO THE NATIONAL CONTEST, OHS SCHOLARSHIPS MADE IT POSSIBLE FOR 28 STUDENTS FROM THE PORTLAND METRO AREA AND 12 STUDENTS FROM RURAL COMMUNITIES TO COMPETE.OHS SERVED 4,260 K-12 STUDENTS AND 86 COLLEGE STUDENTS ON EXHIBITION TOURS IN 2024. OHS PROVIDES A MONTHLY NEWSLETTER TO EDUCATORS INFORMING THEM OF WORKSHOPS AND RESOURCES THAT WILL ASSIST THEM IN THE CLASSROOM.

  Expenses $1,755,060 · Grants $16,328 · Revenue $32,925

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• CROWN POINT COUNTRY HISTORICAL SOCIETY

  $7,500

  PROGRAM SUPPORT TO TELL THE NATIVE AMERICAN HISTORY.

Provenance

Return type

form_990

Tax year

2024

Filed

9 July 2025

IRS schema version

2024v5.2

Source object

202501909349301555

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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