Civic Intelligence

Deschutes County Historical Society

EIN 51-0186079 • 501(c)3 • Bend, OR

Profile

Preserve, promote and celebrate our shared local history.

129 NW Idaho AveBend, OR 97703

www.deschuteshistory.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.23x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.00x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

52nd percentile

5.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-6.8%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$967,155

Down $70,167 (-6.8%) from 2023

Liabilities

Down

$222,155

Down $62,704 (-22%) from 2023

Net Assets

Down

$745,000

Down $7,463 (-1.0%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin52nd percentile

Revenue

Down

$221,731

Down $71,830 (-24%) from 2023

Expenses

Up

$209,715

Up $2,745 (+1.3%) from 2023

Net Income

Down

$12,016

Down $74,575 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,227,642Liabilities 2011: $43,808Net Assets 2011: $1,183,8342011Assets 2012: $1,115,350Liabilities 2012: $16,915Net Assets 2012: $1,098,4352012Assets 2013: $1,073,446Liabilities 2013: $17,284Net Assets 2013: $1,056,1622013Assets 2014: $1,053,953Liabilities 2014: $19,031Net Assets 2014: $1,034,9222014Assets 2015: $1,052,330Liabilities 2015: $68,435Net Assets 2015: $983,8952015Assets 2016: $957,157Liabilities 2016: $16,997Net Assets 2016: $940,1602016Assets 2017: $958,667Liabilities 2017: $61,054Net Assets 2017: $897,6132017Assets 2018: $1,158,743Liabilities 2018: $295,759Net Assets 2018: $862,9842018Assets 2019: $1,098,553Liabilities 2019: $249,445Net Assets 2019: $849,1082019Assets 2020: $1,088,719Liabilities 2020: $214,998Net Assets 2020: $873,7212020Assets 2021: $1,062,027Liabilities 2021: $185,401Net Assets 2021: $876,6262021Assets 2023: $1,037,322Liabilities 2023: $284,859Net Assets 2023: $752,4632023Assets 2024: $967,155Liabilities 2024: $222,155Net Assets 2024: $745,0002024

Highlighted filing

2024

Assets$967,155
Liabilities$222,155
Net Assets$745,000
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $146,607Expenses 2011: $137,956Net Income 2011: $8,6512011Expenses 2012: $155,1332012Revenue 2013: $117,445Expenses 2013: $159,718Net Income 2013: -$42,2732013Revenue 2014: $86,881Expenses 2014: $108,121Net Income 2014: -$21,2402014Revenue 2015: $114,120Expenses 2015: $165,147Net Income 2015: -$51,0272015Revenue 2016: $145,683Expenses 2016: $204,021Net Income 2016: -$58,3382016Revenue 2017: $128,393Expenses 2017: $171,603Net Income 2017: -$43,2102017Revenue 2018: $118,782Expenses 2018: $153,411Net Income 2018: -$34,6292018Revenue 2019: $197,393Expenses 2019: $218,469Net Income 2019: -$21,0762019Revenue 2020: $203,985Expenses 2020: $179,372Net Income 2020: $24,6132020Revenue 2021: $192,796Expenses 2021: $189,891Net Income 2021: $2,9052021Revenue 2023: $293,561Expenses 2023: $206,970Net Income 2023: $86,5912023Revenue 2024: $221,731Expenses 2024: $209,715Net Income 2024: $12,0162024

Highlighted filing

2024

Revenue$221,731
Expenses$209,715
Net Income$12,016
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$967,155
Liabilities
$222,155
Net assets
$745,000
Revenue
$221,731
Expenses
$209,715
Net income
$12,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.22$0.75$0.22$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.28$0.75$0.29$0.21$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.19$0.88$0.19$0.19$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.21$0.87$0.20$0.18$0.02
2019Summary only. Only limited summary data is available for this year.$1.10$0.25$0.85$0.20$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.30$0.86$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.06$0.90$0.13$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.15$0.20$0.06
2015Summary only. Only limited summary data is available for this year.$1.05$0.07$0.98$0.11$0.17$0.05
2014Summary only. Only limited summary data is available for this year.$1.05$0.02$1.03$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.06$0.12$0.16$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.02$1.10$0.16
2011Summary only. Only limited summary data is available for this year.$1.23$0.04$1.18$0.15$0.14$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 17, 2025
Return Version
2023v6.0
Gross Receipts
$232,963
Mission and Program Overview

Mission

To preserve, promote and celebrate our local history.

Preserve promote and celebrate our local history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$812,027$781,027▼ $31,000
Savings and Temporary Cash Investments$193,158$176,604▼ $16,554
Prepaid Expenses and Deferred Charges$7,845$7,845→ $0
Accounts Receivable$6,436--
Cash and Non-Interest-Bearing Accounts$17,856$1,679▼ $16,177
Total Assets$1,037,322$967,155▼ $70,167
Liabilities
Deferred Revenue$260,914$222,155▼ $38,759
Mortgage Notes Payable Secured by Investment Property$23,945--
Total Liabilities$284,859$222,155▼ $62,704
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$752,463$745,000▼ $7,463
Total Net Assets Fund Balance$752,463$745,000▼ $7,463
Total Liabilities and Net Assets / Fund Balance$1,037,322$967,155▼ $70,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$781,027$696,250-
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Adrian BennettPast President
Jane WilliamsonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$136,946
Program Service Revenue
$20,943
Investment Income
$8,445
Other Revenue
$55,397
All Other Contributions
$83,324
Change in Net Assets
$12,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,649
Other Expenses$26,277
Total Fundraising Expense$22,665
Grants and Similar Amounts Paid$2,789
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,303$80,000$19,000$159,303
Payroll Taxes$5,428$7,142$1,714$14,284
Information Technology$3,493$4,596$1,103$9,192
Insurance-$7,244-$7,244
Other Employee Benefits$2,683$3,531$848$7,062
Advertising$4,138--$4,138
Office Expenses$3,173$200-$3,373
Grants to Domestic Orgs$2,789--$2,789
Travel$2,330--$2,330
Total Functional Expenses$84,337$102,713$22,665$209,715
Fundraising, Events, and Gaming
Fundraising activities
Yes
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Distributed via board meeting”

Part VI Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Deschutes County Historical Society
EIN
51-0186079
In Care Of
% Sandy Stephenson
Phone
5413891813
Address
129 NW Idaho Ave, Bend, OR 97703

Signing Officer

Name
Sandy Stephenson
Title
Treasurer
Phone
5413891813
Signed
2025-07-17

Organization Details

Principal Officer
Sandy Stephenson
Formed
1975
Legal Domicile
Or
Voting Board Members
0
Independent Board Members
0
Employees
0
Raw XML Appendix291 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0510186079
ReturnHeader/Filer/InCareOfNm0% Sandy Stephenson
ReturnHeader/Filer/PhoneNum05413891813
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 NW Idaho Ave
ReturnHeader/Filer/USAddress/CityNm0Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-07-17T19:13:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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