Jefferson County Historical Society
- Assets
- $3.3m
- Revenue
- $481.7k
- Investments
- $0.0
- Employees
- 14
- Location
- Port Townsend, WA
- Founding
- 10/1958
- Data as of
- 12/2021
- EIN
- 91-6013489
Organization Overview
Jefferson County Historical Society is located in Port Townsend, WA. The organization was established in 1958. 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. As of 12/2021, Jefferson County Historical Society employed 14 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jefferson 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, Jefferson County Historical Society generated $481.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.9% each year. All expenses for the organization totaled $639.5k during the year ending 12/2021. While expenses have increased by 9.0% 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
EDUCATION AND PRESERVATION OF HISTORY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MAINTENANCE OF HISTORICAL MUSEUM FOR JEFFERSON COUNTY.EDUCATION AND OUTREACH OF HISTORICAL INFORMATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Shelly Leavens Executive Dir. | Trustee | 40 | $57,500 |
Jenny Westdal President | OfficerTrustee | 5 | $0 |
Ann Welch Vice President | OfficerTrustee | 2 | $0 |
Aldryth Ohara Treasurer | OfficerTrustee | 2 | $0 |
Tim Caldwell Trustee | Trustee | 2 | $0 |
Monica Maguire Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $20,627 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $65,021 |
| All other contributions, gifts, grants, and similar amounts not included above | $268,770 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $354,418 |
| Total Program Service Revenue | $104,143 |
| Investment income | $15,084 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $8,072 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $481,717 |
| 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. | $57,500 |
| Compensation of current officers, directors, key employees. | $2,875 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $281,574 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $17,060 |
| Payroll taxes | $34,264 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,967 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $21,701 |
| Advertising and promotion | $6,068 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $81,664 |
| 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 | $65,580 |
| Insurance | $8,132 |
| All other expenses | $23,057 |
| Total functional expenses | $639,512 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $454,092 |
| Savings and temporary cash investments | $580,534 |
| 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 | $5,600 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,814,415 |
| Investments—publicly traded securities | $491,227 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,345,868 |
| Accounts payable and accrued expenses | $107,238 |
| 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 | $549,067 |
| Total liabilities | $656,305 |
| Net assets without donor restrictions | $2,689,563 |
| 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 | $3,345,868 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Jefferson County Historical Society has recieved totaling $115,000.
| Awarding Organization | Amount |
|---|---|
The Hugh And Jane Ferguson Foundation Seattle, WA PURPOSE: CULTURAL INSTITUTIONS & PROJECTS | $110,000 |
Stanton & Ernestine Bennett Charitable Tr Lake Oswego, OR PURPOSE: FINANCIAL SUPPORT FOR SOCIETY MISSION THROUGH COLLECTIONS, RESEARCH, EXHIBITS AND PROGRAMS, BRINGING PEOPLE TOGETHER TO SHARE, LEARN AND BE INSPIRED BY JEFFERSON COUNTY ARTS AND HERITAGE. | $5,000 |
Endowment Analysis
| Beg. Balance | $272,209 |
| Earnings | -$10,537 |
| Admin Expense | $5,105 |
| Grants | $11,300 |
| Ending Balance | $245,267 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
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 |
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 |
The Northwest Railway Museum Snoqualmie, WA | $11,856,301 | $1,293,392 |
Chugach Heritage Foundation Anchorage, AK | $34,441,750 | $4,199,570 |
United States Lighthouse Society Inc Hansville, WA | $2,077,048 | $1,056,724 |
Grays Harbor Historical Seaport Authority Aberdeen, WA | $4,901,572 | $1,195,810 |
Clatsop County Historical Society Inc Astoria, OR | $4,670,472 | $1,501,101 |
Old Church Society Inc Portland, OR | $2,400,692 | $879,805 |
Steamer Virginia V Foundation Inc Seattle, WA | $2,142,526 | $1,163,610 |
Arlington Club Heritage Foundation Portland, OR | $1,502,895 | $244,933 |