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Nonprofiteer
← OREGON HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by OREGON HISTORICAL SOCIETY.

Totals

Total revenue
$16,021,326
Total expenses
$10,219,858
Contributions and grants received
$15,015,630
Grants paid
$34,795
Program service revenue
$375,125
Investment income
$236,670
Other revenue
$393,901
Total assets, end of year
$41,516,694
Total liabilities, end of year
$1,298,144
Net assets or fund balances, end of year
$40,218,550
Program services expenses (Part IX)
$7,869,105
Management and general expenses
$1,284,562
Fundraising expenses
$1,066,191
Program service expenses (Part III)
$7,869,105

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MORT BISHOP III

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • PAUL ANDREWS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LINDA SHELK

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JIM PARKER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CASIE OBIE BARRET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN BOYLSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD BREWINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMRIA CABALLERO RUBIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOBBIE CONNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY FAULKNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK GRADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG KELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS LAUDERDALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARILYN LOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDGE JUDITH MATARAZZO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARU NAIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARREN NAKATA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUSTICE ADRIENNE NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER NICKERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENDAN O'SCANNLAIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANET PARDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIEANN PARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PERRY PELOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG SPECHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE SPENCER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IVY LENZ TIMPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA WALKER-TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM VALACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL WESTPHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PIA WILSON-BODY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN ZOLLENKOPF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERRY TYMCHUK

    EXECUTIVE DIRECTOR

    Total calculated
    $318,770
    From this org
    $306,188
    From related orgs
    $0
    Other
    $12,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,188
    Bonus
    $35,000
    Other
    $0
    Deferred
    $10,847
    Nontaxable benefits
    $1,735
    Filer's total
    $318,770

  • SHERI NEAL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $157,174
    From this org
    $138,207
    From related orgs
    $0
    Other
    $18,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,707
    Bonus
    $10,500
    Other
    $0
    Deferred
    $6,926
    Nontaxable benefits
    $12,041
    Filer's total
    $157,174

  • DWIGHT PETERSON

    CHIEF INFORMATION OFFICER

    Total calculated
    $143,548
    From this org
    $125,304
    From related orgs
    $0
    Other
    $18,244
    Hours/week
    40

  • ELIZA CANTY-JONES

    CPO/EDITOR

    Total calculated
    $132,015
    From this org
    $114,324
    From related orgs
    $0
    Other
    $17,691
    Hours/week
    40

  • HELEN LOUISE

    MUSEUM DIRECTOR

    Total calculated
    $130,328
    From this org
    $112,712
    From related orgs
    $0
    Other
    $17,616
    Hours/week
    40

  • SHAWNA GANDY

    LIBRARY DIRECTOR

    Total calculated
    $124,808
    From this org
    $107,761
    From related orgs
    $0
    Other
    $17,047
    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. DWIGHT PETERSON, CHIEF INFORMATION OFFICER AND 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

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202323119349303847

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

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