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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Oregon Historical Society

Preserving and interpreting Oregon's past

92.12

1200 Southwest Park Avenue Portland, OR 97205
tel: (503) 222-1741   Web Site
EIN: 93-0391599

Board Leadership
Carl Christoferson
President

CEO
Kerry Tymchuk
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 92.12
  Financial 92.25
  Accountability & Transparency 92.00
This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

92.25

Accountability & Transparency

92.00

This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
75.4%
  Administrative Expenses 15.5%
  Fundraising Expenses 9.0%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 2.77
  Program Expenses Growth 9.5%
  Liabilities to Assets 2.0%
All data for Financial Performance Metrics calculations was provided by Oregon Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Historical Society (OR) 92.12
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 92.31
The Los Angeles Conservancy (CA) 90.98
Virginia Historical Society (VA) 94.70
Atlanta History Center (GA) 87.14

Compare These Charities (Highly Rated)

Founded in 1898, the Oregon Historical Society (OHS) works to preserve and interpret Oregon's past in thoughtful, illuminating, and provocative ways. The OHS artifacts collection is comprised of over 85,000 artifacts and 3 million photographs and manuscripts. The OHS Research Library contains one of the country's most extensive collections of state history materials, including ancient objects from the earliest settlements and objects that illustrate exploration in the Oregon Country, the growth of business and industry, the development of artwork and crafts, maritime history, and many other topics. OHS Education Programs include internet resources to supplement classroom curriculum and docent-led tours for school groups,

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,942,979
   Federated Campaigns $0
   Membership Dues $238,943
   Fundraising Events $0
   Related Organizations $0
   Government Grants $2,996,774
Total Contributions $6,178,696
   Program Service Revenue $318,160
Total Primary Revenue $6,496,856
   Other Revenue $645,868
TOTAL REVENUE $7,142,724
   
EXPENSES  
   Program Expenses $5,201,305
   Administrative Expenses $1,012,298
   Fundraising Expenses $660,673
TOTAL FUNCTIONAL EXPENSES $6,874,276
   
Payments to Affiliates $0
Excess (or Deficit) for the year $268,448
   
Net Assets $26,539,145

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Exhibits $2,940,349 56.5%
Research $1,615,991 31.1%
Education $644,965 12.4%

Ratings History
Oregon Historical Society has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 02/01/2017 92.12
2014-12 06/01/2016 92.15
 
CN 2.0
2014-12 04/01/2016 86.49
2013-12 07/01/2015 92.19
2012-12 11/01/2013 90.64
2011-12 02/01/2013 83.37
2010-12 04/01/2012 72.65
2009-12 09/20/2011 81.02
 
CN 1.0
2009-12 04/01/2011 71.89
2008-12 06/01/2010 67.59
2007-12 06/01/2009 71.27
2006-12 04/01/2008 66.50
2005-12 12/15/2006 73.00
2004-12 03/01/2006 69.57
2003-12 12/01/2004 70.54
2002-12 04/01/2004 76.79

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 93-0391599
Name in IRS Master File OREGON HISTORICAL SOCIETY
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(62) Historical site, records or reenactment
(61) Library
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Group Name [Not Applicable]
Ruling Date November, 1951
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$256,137 3.72% Kerry Tymchuk Executive Director

Founded in 1898, the Oregon Historical Society (OHS) works to preserve and interpret Oregon's past in thoughtful, illuminating, and provocative ways. The OHS artifacts collection is comprised of over 85,000 artifacts and 3 million photographs and manuscripts. The OHS Research Library contains one of the country's most extensive collections of state history materials, including ancient objects from the earliest settlements and objects that illustrate exploration in the Oregon Country, the growth of business and industry, the development of artwork and crafts, maritime history, and many other topics. OHS Education Programs include internet resources to supplement classroom curriculum and docent-led tours for school groups,

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Historical Society (OR) 92.12
Society of the Cincinnati (DC) 89.39
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 92.31
Georgia Historical Society (GA) 91.20
Western Reserve Historical Society (OH) 95.87

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Oregon Historical Society
1200 Southwest Park Avenue
Portland, OR 97205
tel: (503) 222-1741
EIN: 93-0391599

Visit Web Site

Board Leadership

Carl Christoferson
President

CEO

Kerry Tymchuk
Executive Director

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