Form 990 for tax year 2025
Filed by JOSEPHINE COUNTY HISTORICAL SOCIETY.
Totals
- Total revenue
- $70,306
- Total expenses
- $99,108
- Contributions and grants received
- $29,531
- Grants paid
- $6,729
- Program service revenue
- $3,761
- Investment income
- $34,724
- Other revenue
- $2,290
- Total assets, end of year
- $654,640
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $654,640
- Program services expenses (Part IX)
- $58,461
- Management and general expenses
- $27,713
- Fundraising expenses
- $12,934
- Program service expenses (Part III)
- $58,461
Program services were 59.0% 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.
-
1f · All other contributions, gifts and grants
$29,531
-
2a · Program service revenue: Bookstore Income
total $2,481 · related or exempt $2,481
-
2b · Program service revenue: Library Income
total $1,280 · related or exempt $1,280
-
3 · Investment income
total $30,461 · excluded $30,461
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $103,566
-
7b · Less cost or other basis and sales expenses
securities $99,303
-
7c · Gain or loss
securities $4,263
-
7d · Net gain or loss
total $4,263 · related or exempt $4,263
-
8a · Fundraising events: gross income
$2,290
-
8c · Net income from fundraising events
total $2,290 · excluded $2,290
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,729 · program services $6,729
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $38,749 · program services $21,699 · management and general $11,625 · fundraising $5,425
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $3,071 · program services $1,720 · management and general $921 · fundraising $430
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $2,704 · program services $1,514 · management and general $811 · fundraising $379
-
12 · Advertising and promotion
total $391 · program services $219 · management and general $117 · fundraising $55
-
13 · Office expenses
total $1,784 · program services $999 · management and general $535 · fundraising $250
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $35,607 · program services $19,940 · management and general $10,682 · fundraising $4,985
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $9,985 · program services $5,592 · management and general $2,995 · fundraising $1,398
-
23 · Insurance
total $0
-
24a · Other expenses: Reconciliation Disc/Adj
total $257 · program services $144 · management and general $77 · fundraising $36
-
24b · Other expenses: Bookstore Inv. Adj
total -$169 · program services -$95 · management and general -$50 · fundraising -$24
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $25 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $9,879 · end of year $9,814
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $4,465 · end of year $5,239
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$448,242
-
10b · Land, buildings and equipment: accumulated depreciation
$303,884
-
10c · Land, buildings and equipment, net
beginning of year $154,343 · end of year $144,358
-
11 · Investments: publicly traded securities
beginning of year $486,904 · end of year $495,229
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $128,006 · end of year $109,283
-
28 · Net assets with donor restrictions
beginning of year $527,610 · end of year $545,357
Mission and programs · 2025
Mission
Education about Josephine County history and preservation of historical artifacts.
-
Tours and preservation of historic sites for the benefit of the general public. Newsletter publication provides information regarding historic sites and educational opportunities available.
Expenses $58,461 · Grants $6,729
As filed on the 2025 return.
Listed in Part VII
-
Martha Metcalf
Treasurer
- Total calculated
- $38,749
- From this org
- $38,749
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Joan Momsen
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Evan Strickland
Director
- Total calculated
- $0
- Hours/week
- 1
-
Curt Hall
President
- Total calculated
- $0
- Hours/week
- 1
-
Jodi Wainwright
Director
- Total calculated
- $0
- Hours/week
- 1
-
Leta Niederheiser
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ken Bell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Valerie Hall
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Sharon Allen
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Linda Fuidge
Events
- Total calculated
- $0
- Hours/week
- 1
-
Jan Greenblatt
Director
- Total calculated
- $0
- Hours/week
- 1
-
Darrel Johnston
Grounds
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
-
$6,729
Charitable
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 19 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611399349300946
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