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

Oregon Historical Society

Preserving and interpreting Oregon's past

four stars

90.76

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

Board Leadership
William Valach
President

CEO
Kerry Tymchuk
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 90.76 four stars
  Financial 89.67 three stars
  Accountability & Transparency 92.00 four stars
This rating was published 03/01/2019 and includes data from FY2017, the most recent 990 received at that time.

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,

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,

Financial

three stars

89.67

Accountability & Transparency

four stars

92.00

This rating was published 03/01/2019 and includes data from FY2017, 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)
75.1%
  Administrative Expenses 14.8%
  Fundraising Expenses 10.0%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 2.62
  Program Expenses Growth 10.3%
  Liabilities to Assets 2.6%
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) 90.76 four stars
United States Capitol Historical Society (DC) 88.50 three stars
Society of the Cincinnati (DC) 88.52 three stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 91.90 four stars
Robert E. Lee Memorial Association (VA) 85.47 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,659,567
   Federated Campaigns $0
   Membership Dues $248,979
   Fundraising Events $0
   Related Organizations $0
   Government Grants $3,991,523
Total Contributions $7,900,069
   Program Service Revenue $395,202
Total Primary Revenue $8,295,271
   Other Revenue $688,089
TOTAL REVENUE $8,983,360
   
EXPENSES  
   Program Expenses $6,126,462
   Administrative Expenses $1,211,805
   Fundraising Expenses $837,278
TOTAL FUNCTIONAL EXPENSES $8,175,545
   
Payments to Affiliates $0
Excess (or Deficit) for the year $807,815
   
Net Assets $30,558,727

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 $3,406,623 55.6%
Research $1,964,219 32.1%
Education $755,620 12.3%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 03/01/2019 90.76 four stars
2016-12 03/01/2018 92.15 four stars
2015-12 02/01/2017 92.12 four stars
2014-12 06/01/2016 92.15 four stars
 
CN 2.0
2014-12 04/01/2016 86.49 three stars
2013-12 07/01/2015 92.19 four stars
2012-12 11/01/2013 90.64 four stars
2011-12 02/01/2013 83.37 three stars
2010-12 04/01/2012 72.65 two stars
2009-12 09/20/2011 81.02 three stars
 
CN 1.0
2009-12 04/01/2011 71.89 two stars
2008-12 06/01/2010 67.59 one star
2007-12 06/01/2009 71.27 two stars
2006-12 04/01/2008 66.50 one star
2005-12 12/15/2006 73.00 two stars
2004-12 03/01/2006 69.57 one star
2003-12 12/01/2004 70.54 two stars
2002-12 04/01/2004 76.79 two stars

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, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

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).

Compensation % of Expenses Paid to Title
$280,197 3.42% Kerry Tymchuk Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Historical Society (OR) 90.76 four stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 90.62 four stars
Vietnam Veterans Memorial Fund (VA) 87.20 three stars
The New-York Historical Society (NY) 92.75 four stars
Robert E. Lee Memorial Association (VA) 85.47 three stars

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

William Valach
President

CEO

Kerry Tymchuk
Executive Director

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