Southern Oregon Historical Society, Southern Oregon Historical Society Foundation in Medford, Oregon (OR)

Southern Oregon Historical Society, Southern Oregon Historical Society Foundation
Employer Identification Number (EIN)	930383321
Name of Organization	Southern Oregon Historical Society
Secondary Name	Southern Oregon Historical Society Foundation
In Care of Name	Tam Moore president
Address	106 N Central Ave, Medford, OR 97501
Website	http://www.sohs.org
Activities	Other school related activities, Historical site, records or reenactment, Museum, zoo, planetarium, etc.
Subsection	Educational Organization
Ruling Date	01/1950
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	2011
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$1,211,875
Amount of Income	$388,899
Form 990 Revenue Amount	$380,915
National Taxonomy of Exempt Entities (NTEE)	Arts, Culture and Humanities:

Non-representatives - add comments:

Amount of income in 2011: $388,899 (it was $380,915 in 2014)

This organization:	$388,899
Other organizations performing similar types of work:	$168,548

Assets in 2011: $1,211,875 (it was $1,211,875 in 2014)

Southern Oregon Historical Society, Southern Oregon Historical Society Foundation:	$1,211,875
Other organizations performing similar types of work:	$659,643

Expenses in 2014: $564,753

This organization:	$564,753
Other organizations performing similar types of work:	$121,005

Income to expenses ratio in 2014: 0.7

Southern Oregon Historical Society, Southern Oregon Historical Society Foundation:	0.7
Other organizations performing similar types of work:	1.4

Number of employees in 2014: 14

This organization:	14
Other organizations performing similar types of work:	4

Grants share in income in 2014: 16.1%

Southern Oregon Historical Society, Southern Oregon Historical Society Foundation:	16.1%
Other organizations performing similar types of work:	50.1%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Support schedule

	2013	2014
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	Yes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	No	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	No	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	No
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	No	No
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	Yes	Yes
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	No	No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2013	2014
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		6	6
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		17	14
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No	No
Has it filed a Form 990-T for this year?		No	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2013	2014
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$0	$0
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$0	$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization	0	0
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0

	2011	2013	2014
Statement of Revenue
Total revenue	$451,858	$516,285	$380,915
Contributions, Gifts, Grants and Other Similar Amounts	$307,454	$315,991	$61,406
Program Service Revenue	$101,749	$198,138	$292,506
0		$20,824	$42,124
0		$106,576	$15,452
0		$958	$99,899
0		$69,780	$135,031
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$565	$978	$600
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$0	$0	$0
Net gain/loss from sales of assets other than inventory	$0	$0	$0
Net income/loss from fundraising events	$19,853	$1,178	$15,802
Gross income from fundraising events	$32,499	$3,065	$23,786
Less: direct expenses	$12,646	$1,887	$7,984
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$22,237	$0	$10,601
Gross sales of inventory, less returns and allowances	$27,925	$0	$10,601
Less: cost of goods sold	$5,688	$0	$0
Miscellaneous Revenue	$0	$0	$0

	2011	2013	2014
Statement of Functional Expenses
Total functional expenses	$577,280	$692,558	$564,753
Grants and other assistance to domestic organizations and domestic governments		$0	$0
Grants and other assistance to domestic individuals		$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$0	$0	$0
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$0	$241,803	$251,862
Pension plan accruals and contributions		$1,456	$728
Other employee benefits		$21,546	$25,185
Payroll taxes	$38,122	$28,641	$28,564
Fees for services (non-employees)
Management		$0	$0
Legal		$2,104	$0
Accounting		$4,139	$4,795
Lobbying		$0	$0
Professional fundraising services	$2,362	$0	$0
Investment management fees		$0	$0
Other		$4,319	$23,501
Advertising and promotion		$0	$0
Office expenses		$1,278	$38,586
Information technology		$10,962	$0
Royalties		$0	$0
Occupancy		$81,430	$88,676
Travel		$483	$2,627
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$0	$0
Interest		$14,717	$3,762
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$48,429	$51,623
Insurance		$28,535	$38,389
Other expenses		$1,632	$3,857
Other expenses		$3,488	$1,455
Other expenses		$37,736	$1,143

	2011	2013	2014
Balance Sheet
Total assets	$1,484,852	$1,319,054	$1,211,875
Cash - non-interest-bearing		$17,257	$77,496
Savings and temporary cash investments		$274,310	$145,554
Pledges and grants receivable, net		$100	$0
Accounts receivable, net		$6,254	$4,728
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$4,757	$4,757
Prepaid expenses and deferred charges		$100	$0
Land, buildings, and equipment: cost or other basis		$1,016,276	$979,340
Investments - publicly traded securities		$0	$0
Investments - other securities		$0	$0
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$0	$0
Total liabilities	$479,997	$351,734	$514,467
Accounts payable and accrued expenses		$16,182	$32,394
Grants payable		$0	$0
Deferred revenue		$7,650	$8,350
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$465,813	$327,902	$473,722
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$0	$1
Total net assets or fund balances	$1,004,855	$967,320	$697,408
Unrestricted net assets		$-320,886	$-467,865
Temporarily restricted net assets		$271,929	$185,933
Permanently restricted net assets		$1,016,277	$979,340
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:	An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported	0
Sum of amounts of support	$0

	2010 - 2014 Total
Support Schedule for Organizations Described in Section 509(a)(2) (for 2010 - 2014)
Public support	$2,655,522
Subtotal	$2,655,522
Gifts, grants, contributions, and membership fees received	$1,281,390
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	$1,373,193
Gross receipts from activities that are not an unrelated trade or business under section 513	$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$939
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
Less	$0
Amounts received from disqualified persons	$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support	$0
Total support	$2,698,391
Public support	$2,655,522
Subtotal	$2,973
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$2,973
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975	$0
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income	$39,896

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Pioneer Courthouse Square Of Portland Inc	715 Sw Morrison St Ste 702, Portland, OR 97205-3103	OR	1990-05	$1,538,441
2	Washington County Historical Society	17677 Nw Springville Rd, Portland, OR 97229-1743	OR	1958-09	$608,181
3	Clatsop County Historical Society Inc	PO BOX 88, Astoria, OR 97103-0088	OR	1952-02	$521,025
4	Lincoln County Historical Society	545 Sw 9th St, Newport, OR 97365-4726	OR	1955-10	$431,992
5	Historic Preservation League Of Oregon	24 Nw 1st Ave Ste 274, Portland, OR 97209-4043	OR	1978-11	$400,557
6	Southern Oregon Historical Society, Southern Oregon Historical Society Foundation	106 N Central Ave, Medford, OR 97501	OR	1950-01	$388,899
7	Lewis & Clark National Park Association	92343 Fort Clatsop Rd, Astoria, OR 97103-8701	OR	1966-03	$377,649
8	Aurora Colony Historical Society Incorporated, Achs	PO BOX 202, Aurora, OR 97002-0202	OR	1964-04	$275,821
9	Umatilla County Historical Society	PO BOX 253, Pendleton, OR 97801-0253	OR	1993-08	$255,835
10	Sumpter Valley Railroad Restoration Inc	PO BOX 389, Baker City, OR 97814-0389	OR	1976-06	$255,122
11	Descendants Of The Signers Of The Declaration Of Independence Inc	PO BOX 425, Salem, OR 97308-0425	OR	1949-10	$176,304
12	Tualatin Historical Society	8700 Sw Sweek Dr, Tualatin, OR 97062-7591	OR	1995-06	$40,647
13	Springfield Depot Foundation	140 5th St, Springfield, OR 97477-5457	OR	1990-08	$9,008
14	Malheur Historical Project Inc	Po Box 413, Vale, OR 97918	OR	1993-04	$2,381
15	Baker County Historical Society	Po Box 83, Baker City, OR 97814	OR	1965-01	$0
16	Brownsville Pioneer Cemetery Association	36140 Northern Drive, Brownsville, OR 97327	OR	1995-07	$0
17	Donald Historical Society Inc	PO BOX 697, Donald, OR 97020-0697	OR	1998-08	$0
18	Friends Of Henry Huggins Neighborhood	3328 Ne Tillamook St, Portland, OR 97212-5153	OR	1996-08	$0
19	Friends Of Silcox Hut	3317 Ne Oregon St, Portland, OR 97232	OR	1984-09	$0
20	Galice Community Association	10821-A Galice Road, Merlin, OR 97532	OR	1998-06	$0

Number of organizations performing similar types of work

Alaska	7
Alabama	21
Arkansas	16
Arizona	15
California	124
Colorado	24
Connecticut	31
District of Columbia	14
Delaware	5
Florida	52
Georgia	42
Hawaii	10
Iowa	23
Idaho	2
Illinois	54
Indiana	44
Kansas	26
Kentucky	26
Louisiana	17
Massachusetts	73
Maryland	45
Maine	27
Michigan	38
Minnesota	41
Missouri	43
Mississippi	12

Montana	6
North Carolina	48
North Dakota	6
Nebraska	13
New Hampshire	13
New Jersey	52
New Mexico	5
Nevada	1
New York	145
Ohio	65
Oklahoma	15
Oregon	30
Pennsylvania	112
Rhode Island	18
South Carolina	13
South Dakota	6
Tennessee	27
Texas	60
Utah	7
Virginia	63
Vermont	12
Washington	31
Wisconsin	29
West Virginia	16
Wyoming	5

Total

1,630

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