Polk County Historical Society
- Assets
- $837.6k
- Revenue
- $114.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Monmouth, OR
- Founding
- 02/1994
- Data as of
- 12/2021
- EIN
- 23-7181141
Organization Overview
Polk County Historical Society is located in Monmouth, OR. The organization was established in 1994. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Polk County Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Polk County Historical Society generated $114.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.2% each year . All expenses for the organization totaled $110.1k during the year ending 12/2021. While expenses have increased by 11.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE PURPOSE OF THE POLK COUNTY HISTORICAL SOCIETY IS TO ENCOURAGE THE STUDY, KNOWLEDGE AND UNDERSTANDING OF THE HISTORY OF POLK COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 1990 THE POLK COUNTY HISTORICAL SOCIETY MOVED THE POLK COUNTY MUSEUM FROM DALLAS, OREGON INTO A NEW BUILDING IN RICKREALL, OREGON. THE NEW MUSEUM OPENED FEBRUARY 12, 2000. THE POLK COUNTY MUSEUM HOUSES THE LARGEST AND MOST IMPORTANT LOCAL HISTORY RESEARCH COLLECTION IN POLK COUNTY OREGON. IT'S LIBRARY INCLUDES OREGON REFERENCE TITLES AND COUNTY RELATED HISTORIES AND GENEOLOGIES. SUBJECT PAMPHLET FILES PROVIDE BOTH BROAD AND DEEP COVERAGE ON HUNDREDS OF SUBJECTS. THE SEPERATE DOCUMENT ARCHIVE INCLUDES MANUSCRIPT AND SCRAPBOOK COLLECTIONS, INCLUDING THE POLK COUNTY ARCHIVES IN THEIR ORIGINAK FORMAT. THE CC STEVENS AUDIO/VISUAL ARCHIVE INCLUDES THE LARGE STAFRIN AND SWENSON PHOTOGRAPHIC COLLECTIONS, AS WELL AS MANY SMALLER COLLECTIONS, WHICH ARE BEING CATALOGUED, DIGITIZED, PRINTED FOR DISPLAY AND RESEARCH. RECORDED, TRANSCRIBED, AND FILMED INTERVIEWS OF LOCAL RESIDENTS HAVE BEEN DIGITIZED AND ARE AVAILABLE FOR REVIEWING AND COPYING. ARTIFACT COLLECTIONS SUPPORT A WIDE ARRAY OF THE INTERPRETIVE DISPLAYS, INCLUDING BASKETRY AND STONE TOOLS CRAFTED BY INDIGINOUS KALLAPUYA. ON-LOAN COLLECTIONS INCLUDE ANTIQUE VEHICLES, FIREARMS AND BREWERY EQUIPMENT, A LUMBER CARRIER, A VINTAGE FIRE TRUCK. OUR SHOP IS USED FOR ARTIFACT RESTORATION AND EXHIBIT CONSTRUCTION.
IN 1975 THE SOCIETY AQUIRED A PORTION OF THE HARRISON BRUNK CENTURY FARM, LOCATED IN EOLA, OREGON. THE 1861 HOUSE FEATURES ORIGINAL AND PERIOD FURNISHINGS, AS WELL AS PERSONAL BRUNK FAMILY ARTIFACTS. THE FARMSTEAD WAS RECOGNIZED AS THE HARRISON BRUNK CENTURY FARM IN 1959 AND IS ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE FARMSTEAD INCLUDES AN ORCHARD HOUSE, CARRIAGE HOUSE WITH TOOL ROOM, EQUIPMENT BARN WITH FULLY-EQUIPPED BLACKSMITH SHOP AND ORIGINAL GRANARY. THE GROUNDS INCLUDE CONTEMPORARY ADA COMPLIANT RESTROOMS, PARKING AND PICNICING AREAS SUITABLE FOR GROUPS UP TO 75 PERSONS. DUE TO COVID 19 RESTRICTIONS ACTIVITIES WERE LIMITED.
SINCE 1959 THE SOCIETY HAVE PROVIDED MANY ACTIVITIES, EDUCATIONAL PROGRAMS AND ANNUAL EVENTS. DUE TO COVID 19 RESTRICTIONS ACTIVITIES WERE LIMITED.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bette Jo Lawson Registrar | Trustee | 13 | $0 |
Tom Branigar Achivist | Trustee | 16 | $0 |
Diane Weaver Director | Trustee | 14 | $0 |
James Foster Director | Trustee | 2 | $0 |
Sue Robinson Director | Trustee | 3 | $0 |
Allen Bittel Membership | Trustee | 6 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $4,276 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $79,392 |
| Noncash contributions included in lines 1a–1f | $5,436 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $83,668 |
| Total Program Service Revenue | $3,393 |
| Investment income | $15,386 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $234 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $5,107 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $2,242 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $114,305 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,246 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,008 |
| Advertising and promotion | $3,681 |
| Office expenses | $1,842 |
| Information technology | $1,415 |
| Royalties | $0 |
| Occupancy | $27,476 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $6,464 |
| All other expenses | $0 |
| Total functional expenses | $110,085 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $18,954 |
| Savings and temporary cash investments | $156,954 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $621,039 |
| Investments—publicly traded securities | $40,672 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $837,619 |
| Accounts payable and accrued expenses | $150 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $150 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $837,619 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Polk County Historical Society has recieved totaling $6,105.
| Awarding Organization | Amount |
|---|---|
Richard I Swenson Trust Salem, OR PURPOSE: PROGRAM SUPPORT | $6,063 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $42 |
Endowment Analysis
| Beg. Balance | $31,351 |
| Grants | $9,321 |
| Ending Balance | $40,672 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Filoli Center Woodside, CA | $25,536,430 | $12,805,929 |
Historical Society Of Seattle & King County Seattle, WA | $65,125,206 | $5,162,705 |
Eastern Washington State Historical Society Spokane, WA | $20,173,182 | $5,485,547 |
Ebell Of Los Angeles A Corp Los Angeles, CA | $0 | $4,120,329 |
Balboa Park Conservancy San Diego, CA | $0 | $0 |
Pioneer Courthouse Square Of Portland Inc Portland, OR | $2,433,302 | $2,453,569 |
Museum Of Idaho Inc Idaho Falls, ID | $10,042,756 | $2,158,282 |
California Historical Society San Francisco, CA | $4,682,304 | $1,015,761 |
San Mateo County Historical Association Redwood City, CA | $17,041,726 | $2,189,539 |
San Diego Historical Society San Diego, CA | $5,956,806 | $1,548,156 |
Santa Barbara Historical Museum Santa Barbara, CA | $11,048,211 | $1,546,553 |
La Jolla Historical Society La Jolla, CA | $4,824,303 | $1,847,731 |