Civic Intelligence

Applegate Pioneer Museum

EIN 23-7442816 • 501(c)3 • Veneta, OR

Profile

Encourage, promote, develop, maintain and preserve historical artifacts and historical collections.

25755 Jeans RdVeneta, OR 97487

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$698,945

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$698,945

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue34th percentileNet Margin99th percentile

Revenue

$680,591

No earlier filing loaded for comparison.

Expenses

$3,988

No earlier filing loaded for comparison.

Net Income

$676,603

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2021: $698,945Liabilities 2021: $0Net Assets 2021: $698,9452021

Highlighted filing

2021

Assets$698,945
Liabilities$0
Net Assets$698,945
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2021: $680,591Expenses 2021: $3,988Net Income 2021: $676,6032021

Highlighted filing

2021

Revenue$680,591
Expenses$3,988
Net Income$676,603
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$698,945
Liabilities
$0
Net assets
$698,945
Revenue
$680,591
Expenses
$3,988
Net income
$676,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$6.81$0.04$6.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 16, 2022
Return Version
2021v4.1
Gross Receipts
$680,591
Mission and Program Overview

Mission

Encourage, promote, develop, maintain and preserve historical artifacts and historical collections.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,342$698,945▲ $676,603
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$22,342$698,945▲ $676,603
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,342$698,945▲ $676,603
Total Net Assets Fund Balance$22,342$698,945▲ $676,603
Total Liabilities and Net Assets / Fund Balance$22,342$698,945▲ $676,603
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rick GedeonPresident
Kerry ShaferVice President
Barbara HerringDirector
Carolyn CorieaDirector
Frank ArmstrongDirector
Kathy LundenDirector
Donna WilsonSecretary
Violet ShaferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$680,591
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$674,207
Change in Net Assets
$676,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$1,417-$1,417
Insurance-$817-$817
Office Expenses-$650-$650
Information Technology-$600-$600
Other Expenses-$379-$379
Fees for Services Legal-$125-$125
Total Functional Expenses$0$3,988$0$3,988
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Violet Shafer is mother of Kerry Shafer”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committees with authority to act on behalf of the board.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board meetings held and documents are reviewed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Applegate Pioneer Museum
EIN
23-7442816
Phone
5413378599
Address
25755 Jeans Rd, Veneta, OR 97487

Signing Officer

Name
Kerry Shafer
Title
Vice President
Signed
2022-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Shafer
Formed
1972
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Powers Howard Quimby Llp
Address
450 COUNTRY CLUB RD SUITE 250, EUGENE, OR 97401
Preparer
Faith Quimby
Phone
5413574557
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0698945
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0680591
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0698945
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025755 Jeans Rd
IRS990/USAddress/CityNm0Veneta
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097487
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerry Shafer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Applegate Pioneer Museum
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0237442816
ReturnHeader/Filer/PhoneNum05413378599
ReturnHeader/Filer/USAddress/AddressLine1Txt025755 Jeans Rd
ReturnHeader/Filer/USAddress/CityNm0Veneta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097487
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814770640
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POWERS HOWARD QUIMBY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 COUNTRY CLUB RD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05413574557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Faith Quimby
ReturnHeader/ReturnTs02022-11-16T11:12:39-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kerry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shafer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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