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Nonprofiteer
← CLACKAMAS HERITAGE PARTNERS

Form 990 for tax year 2023

Filed by CLACKAMAS HERITAGE PARTNERS.

Totals

Total revenue
$323,041
Total expenses
$340,755
Contributions and grants received
$76,457
Grants paid
$8,000
Program service revenue
$204,722
Investment income
$1,070
Other revenue
$40,792
Total assets, end of year
$463,437
Total liabilities, end of year
$17,266
Net assets or fund balances, end of year
$446,171
Program services expenses (Part IX)
$256,239
Management and general expenses
$84,516
Fundraising expenses
$0
Program service expenses (Part III)
$256,239

Program services were 75.2% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $74,355

  • 1f · All other contributions, gifts and grants

    $2,102

  • 2a · Program service revenue: ADMISSIONS

    total $200,304 · related or exempt $200,304

  • 2b · Program service revenue: CONCERTS

    total $4,418 · related or exempt $4,418

  • 3 · Investment income

    total $645 · excluded $645

  • 6a · Gross rents

    real property $200

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $200

  • 6d · Net rental income or loss

    total $200 · excluded $200

  • 7a · Gross sales of assets other than inventory

    securities $425

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $425

  • 7d · Net gain or loss

    total $425 · excluded $425

  • 10a · Gross sales of inventory

    $74,400

  • 10b · Cost of goods sold

    $33,808

  • 10c · Net income from sales of inventory

    total $40,592 · related or exempt $40,592

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,000 · program services $8,000

  • 5 · Compensation of officers, directors and key employees

    total $41,667 · management and general $41,667

  • 7 · Other salaries and wages

    total $156,835 · program services $156,835

  • 9 · Other employee benefits

    total $211 · program services $211

  • 10 · Payroll taxes

    total $18,179 · program services $14,363 · management and general $3,816

  • 11b · Fees: legal

    total $166 · management and general $166

  • 11c · Fees: accounting

    total $8,703 · management and general $8,703

  • 11f · Fees: investment management

    total $672 · management and general $672

  • 11g · Fees: other

    total $2,419 · program services $1,800 · management and general $619

  • 12 · Advertising and promotion

    total $4,488 · program services $2,686 · management and general $1,802

  • 13 · Office expenses

    total $23,168 · program services $4,043 · management and general $19,125

  • 14 · Information technology

    total $8,624 · program services $3,776 · management and general $4,848

  • 16 · Occupancy

    total $3,697 · program services $3,697

  • 20 · Interest

    total $241 · management and general $241

  • 22 · Depreciation, depletion and amortization

    total $37,786 · program services $37,786

  • 23 · Insurance

    total $14,357 · program services $11,676 · management and general $2,681

  • 24a · Other expenses: SUPPLIES

    total $11,328 · program services $11,152 · management and general $176

  • 24b · Other expenses: EXHIBIT COSTS

    total $214 · program services $214

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,932 · end of year $19,015

  • 2 · Savings and temporary cash investments

    beginning of year $36,805 · end of year $50,065

  • 4 · Accounts receivable

    beginning of year $11,700 · end of year $22,372

  • 8 · Inventories for sale or use

    beginning of year $24,290 · end of year $30,306

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,892 · end of year $6,990

  • 10a · Land, buildings and equipment: cost or other basis

    $1,303,684

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,045,684

  • 10c · Land, buildings and equipment, net

    beginning of year $295,786 · end of year $258,000

  • 12 · Investments: other securities

    beginning of year $69,917 · end of year $76,689

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,103 · end of year $11,439

  • 19 · Deferred revenue

    beginning of year $4,791 · end of year $5,827

  • 27 · Net assets without donor restrictions

    beginning of year $444,928 · end of year $433,671

  • 28 · Net assets with donor restrictions

    beginning of year $12,500 · end of year $12,500

Mission and programs · 2023

Mission

TO PRESERVE THE HERITAGE, EDUCATE THE PUBLIC, AND INTERPRET THE HISTORY OF THE OREGON TERRITORY, CLACKAMAS COUNTY, AND OREGON CITY, THE WESTERN TERMINUS OF THE OREGON TRAIL.

  • OPERATED THE VISITOR CENTER AT THE "END OF THE OREGON TRAIL INTERPRETIVE CENTER" FEATURING EXHIBITS AND INFORMATION ON THE OVERLAND JOURNEY ON THE OREGON TRAIL AND THE PEOPLE WHO MADE THE TRIP. WE CONTINUED TO SEEK ARTIFACTS TO ADD MORE DIVERSITY TO OUR EXHIBITS AND UPDATED SCHOOL GROUP ACTIVITIES AND EDUCATIONAL EXPERIENCES.

    Expenses $256,239 · Grants $8,000 · Revenue $245,314

As filed on the 2023 return.

Listed in Part VII

  • DAN FOWLER

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • FREDA BEAL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LOWELL MILES

    TREASURER THRU JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • WADE BYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOYCE COHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT GUPTILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACK HAMMOND

    DIRECTOR THRU MAY 2023

    Total calculated
    $0
    Hours/week
    1

  • MARILYN MORRISSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROCKY SMITH JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JON GEORGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SIOBHAN OCONNOR-GWOZDZ

    TREASURER AS OF FEB 2023

    Total calculated
    $0
    Hours/week
    1

  • GAIL YAZZOLINO

    EXECUTIVE DIRECTOR

    Total calculated
    $41,667
    From this org
    $41,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349317323

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