Civic Intelligence

Jefferson Historical Society & Museum

EIN 75-3217272 • 501(c)3 • Jefferson, OR

Profile

The mission of the museum is to chronicle, protect, preserve, and educate to strengthen the historic culture of jefferson.

PO Box 447Jefferson, OR 97352

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

10th percentile

-97%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

21st percentile

-45%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,742

Down $24,897 (-45%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$30,742

Down $24,897 (-45%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$25,660

Down $38,450 (-60%) from 2020

Expenses

Up

$50,557

Up $8,512 (+20%) from 2020

Net Income

Down

-$24,897

Down $46,962 (-213%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$60K$40K$20K$0Assets 2020: $55,639Net Assets 2020: $55,6392020Assets 2021: $30,742Net Assets 2021: $30,7422021

Highlighted filing

2021

Assets$30,742
Liabilities-
Net Assets$30,742
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2020: $64,110Expenses 2020: $42,045Net Income 2020: $22,0652020Revenue 2021: $25,660Expenses 2021: $50,557Net Income 2021: -$24,8972021

Highlighted filing

2021

Revenue$25,660
Expenses$50,557
Net Income-$24,897
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$30,742
Liabilities
-
Net assets
$30,742
Revenue
$25,660
Expenses
$50,557
Net income
-$24,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$30.7$30.7$25.7$50.6$24.9
2020Detailed filing. Detailed filing data is available for this year.$55.6$55.6$64.1$42.0$22.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 19, 2022
Return Version
2021v4.0
Gross Receipts
$26,030
Mission and Program Overview

Mission

The mission of the museum is to chronicle, protect, preserve, and educate to strengthen the historic culture of jefferson.

Program Services

DescriptionGrantsExpenses
TO CHRONICLE, PROTECT, PRESERVE, AND EDUCATE TO STRENGHTEN THE HISTROIC CULTURE OF JEFFERSON, OREGON.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN WELLSChairman-$0--
AMY BAILEYVice Chair-$0--
EDNA CAMPAUSecretary-$0--
FRANK BALLTreasurer-$0--
PATTI BALLDirector-$0--
JONATHAN WHITEFIELDDirector-$0--
JIM CONSERDirector-$0--
RON CAIRNSDirector-$0--
MEGAN SCHUSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Historical Society & Museum
EIN
75-3217272
Phone
5039102329
Address
PO BOX 447, JEFFERSON, OR 97352

Signing Officer

Name
Frank Ball
Title
Treasurer
Signed
2022-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Rodney T Rice CPA PC
Address
120 Hickory St NW, Albany, OR 97321
Preparer
Rodney T Rice
Phone
5419282500
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2677”

Other Expenses.1

“Conser house restoration $29362”

Other Expenses.2

“COMMITTEE EXPENSES $8136”

Other Expenses.3

“CONTRACT SERVICES $7470”

Other Expenses.4

“SUPPLIES $765”

Other Expenses.5

“ACCOUNTING SERVICES $350”

Other Expenses.6

“Books & subscriptions $320”

Other Expenses.7

“MISCELLANEOUS $260”

Other Expenses.9

“TELEPHONE EXPENSES $200”

Other Expenses.10

“REGISTRATION FEES $146”

Other Expenses.12

“PROFESSIONAL DUES $95”

Other Assets.1

“A/R SUMMARY - Beginning $200 A/R SUMMARY - Ending $200”

Raw XML Appendix181 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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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
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IRS990EZ/PrintingPublicationsPostageAmt0376
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt025660
IRS990EZ/TransactionWithControlEntInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON HISTORICAL SOCIETY & MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0753217272
ReturnHeader/Filer/PhoneNum05039102329
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273611666
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ReturnHeader/PreparerPersonGrp/PhoneNum05419282500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rodney T Rice
ReturnHeader/ReturnTs02022-05-19T11:36:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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