Civic Intelligence

Sherwood Historical Society

EIN 43-2015371 • 501(c)3 • Sherwood, OR

Profile

Perserve and interpet Sherwood History

22552 SW Park StreetSherwood, OR 97140-9095

sherwoodhistoricalsociety.blogspot.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

36%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$77,536

Up $20,420 (+36%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$77,536

Up $20,420 (+36%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin75th percentile

Revenue

Up

$15,050

Up $1,112 (+8.0%) from 2023

Expenses

Up

$11,828

Up $2,605 (+28%) from 2023

Net Income

Down

$3,222

Down $1,493 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $54,253Net Assets 2011: $54,2532011Assets 2012: $44,919Liabilities 2012: $0Net Assets 2012: $44,9192012Assets 2013: $48,384Liabilities 2013: $0Net Assets 2013: $48,3842013Assets 2014: $45,825Liabilities 2014: $0Net Assets 2014: $45,8252014Assets 2015: $48,265Liabilities 2015: $0Net Assets 2015: $48,2652015Assets 2016: $54,286Liabilities 2016: $0Net Assets 2016: $54,2862016Assets 2017: $53,967Liabilities 2017: $0Net Assets 2017: $53,9672017Assets 2018: $48,794Liabilities 2018: $0Net Assets 2018: $48,7942018Assets 2019: $47,516Liabilities 2019: $0Net Assets 2019: $47,5162019Assets 2020: $47,677Liabilities 2020: $0Net Assets 2020: $47,6772020Assets 2021: $49,248Liabilities 2021: $0Net Assets 2021: $49,2482021Assets 2022: $52,401Liabilities 2022: $0Net Assets 2022: $52,4012022Assets 2023: $57,116Liabilities 2023: $0Net Assets 2023: $57,1162023Assets 2024: $77,536Liabilities 2024: $0Net Assets 2024: $77,5362024

Highlighted filing

2024

Assets$77,536
Liabilities$0
Net Assets$77,536
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $24,263Expenses 2011: $15,340Net Income 2011: $8,9232011Revenue 2012: $9,409Expenses 2012: $9,820Net Income 2012: -$4112012Revenue 2013: $10,840Expenses 2013: $7,375Net Income 2013: $3,4652013Revenue 2014: $11,147Expenses 2014: $13,706Net Income 2014: -$2,5592014Revenue 2015: $12,543Expenses 2015: $10,103Net Income 2015: $2,4402015Revenue 2016: $15,602Expenses 2016: $9,581Net Income 2016: $6,0212016Revenue 2017: $14,368Expenses 2017: $14,687Net Income 2017: -$3192017Revenue 2018: $9,407Expenses 2018: $14,580Net Income 2018: -$5,1732018Revenue 2019: $24,833Expenses 2019: $26,111Net Income 2019: -$1,2782019Revenue 2020: $7,293Expenses 2020: $7,132Net Income 2020: $1612020Revenue 2021: $12,030Expenses 2021: $10,459Net Income 2021: $1,5712021Revenue 2022: $10,521Expenses 2022: $7,368Net Income 2022: $3,1532022Revenue 2023: $13,938Expenses 2023: $9,223Net Income 2023: $4,7152023Revenue 2024: $15,050Expenses 2024: $11,828Net Income 2024: $3,2222024

Highlighted filing

2024

Revenue$15,050
Expenses$11,828
Net Income$3,222
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,536
Liabilities
$0
Net assets
$77,536
Revenue
$15,050
Expenses
$11,828
Net income
$3,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$15.1$11.8$3.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$0.00$57.1$13.9$9.22$4.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$0.00$52.4$10.5$7.37$3.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.2$0.00$49.2$12.0$10.5$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.7$0.00$47.7$7.29$7.13$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.5$0.00$47.5$24.8$26.1$1.28
2018Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$9.41$14.6$5.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.0$0.00$54.0$14.4$14.7$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$0.00$54.3$15.6$9.58$6.02
2015Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$12.5$10.1$2.44
2014Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$11.1$13.7$2.56
2013Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$10.8$7.38$3.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.9$0.00$44.9$9.41$9.82$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$54.3$24.3$15.3$8.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$18,305
Mission and Program Overview

Mission

Perserve and interpet Sherwood History

Perserve and interpet Sherwood History.

Program Services

DescriptionGrantsExpenses
Opened museum to the public on Wednesdays and Saturdays. Conducted a history camp for grade school age children.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelly LambTreasurer-$0--
Bill MontgomerySecretary-$0--
June ReynoldsDirector-$0--
Odge GribbleDirector-$0--
Sara AbelPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sherwood Historical Society
EIN
43-2015371
In Care Of
% Shelly Lamb
Phone
5036254813
Address
22552 SW Park Street, Sherwood, OR 97140-9095

Signing Officer

Name
Shelly Lamb
Title
Treasurer
Phone
5038034687
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Adams & Stewart CPAs LLC
Address
8565 SW Barbur Boulevard, Portland, OR 97219-4007
Preparer
Eugene L Stewart
Phone
5032459235
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity History Camp Grantee Various”

Description of other expenses Part I line 16

“Description AmountEducation 437Insurance 1,491Office Supplies 65Office Expenses 151Supplies 90Tax 96Miscellaneous-Uncatergorized 188Crusin 6History Books 398program Expenses 854”

Description of other assets Part II line 24

“Category Beginning of Year End of YearHistorical Documents and Items 17,198 39,520”

Business income not reported on 990-T Part V line 35

“Program service revenue programs were conducted 100% by volunteers. And programs are done on an annual basis.”

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Shelly Lamb
CompensationExplanation/CompensationExplanationGrp/PersonNm1Bill Montgomery
CompensationExplanation/CompensationExplanationGrp/PersonNm2June Reynolds
CompensationExplanation/CompensationExplanationGrp/PersonNm3Odge Gribble
CompensationExplanation/CompensationExplanationGrp/PersonNm4Sara Abel
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Non-paid position.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Non-paid position.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Non-paid position.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Non-paid position.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4Non-paid position.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Shelly Lamb
IRS990EZ/BooksInCareOfDetail/PhoneNum05036254813
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022552 SW Park Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sherwood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0971409095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057116
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05753
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03222
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074314
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077536
IRS990EZ/FundraisingGrossIncomeAmt09799
IRS990EZ/GrossReceiptsAmt018305
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0818
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077536
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077536
IRS990EZ/OccupancyRentUtltsAndMaintAmt07802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shelly Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bill Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2June Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Odge Gribble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sara Abel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017198
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039520
IRS990EZ/OtherExpensesTotalAmt03776
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Perserve and interpet Sherwood History.
IRS990EZ/ProgramServiceRevenueAmt01935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Opened museum to the public on Wednesdays and Saturdays. Conducted a history camp for grade school age children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03255
IRS990EZ/SpecialEventsNetIncomeLossAmt06544
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011828
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt015050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sherwoodhistoricalsociety.blogspot.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0290
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01772
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05736
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94710
IRS990ScheduleA/PublicSupportPY170Pct00.96360
IRS990ScheduleA/PublicSupportTotal170Amt031725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031725
IRS990ScheduleA/TotalSupportAmt033497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity History Camp Grantee Various
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountEducation 437Insurance 1,491Office Supplies 65Office Expenses 151Supplies 90Tax 96Miscellaneous-Uncatergorized 188Crusin 6History Books 398program Expenses 854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearHistorical Documents and Items 17,198 39,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program service revenue programs were conducted 100% by volunteers. And programs are done on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Business income not reported on 990-T Part V line 35
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY LAMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05038034687
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherwood Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0432015371
ReturnHeader/Filer/InCareOfNm0% Shelly Lamb
ReturnHeader/Filer/PhoneNum05036254813
ReturnHeader/Filer/USAddress/AddressLine1Txt022552 SW Park Street
ReturnHeader/Filer/USAddress/CityNm0Sherwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0971409095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931160748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adams & Stewart CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08565 SW Barbur Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972194007
ReturnHeader/PreparerPersonGrp/PhoneNum05032459235
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE L STEWART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T10:54:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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