Civic Intelligence

Okanogan County Historical Society

EIN 91-9900012 • 501(c)3 • Okanogan, WA

Profile

To instill interest in, preserve and protect okanogan county's history and to act as a coordinating group for major county museums.

PO Box 1129Okanogan, WA 98840

www.okanoganhistory.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-5.9%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,167,916

Down $2,953 (-0.3%) from 2023

Liabilities

Up

$933

Up $388 (+71%) from 2023

Net Assets

Down

$1,166,983

Down $3,341 (-0.3%) from 2023

Revenue

Down

$213,712

Down $78,387 (-27%) from 2023

Expenses

Up

$217,053

Up $44,861 (+26%) from 2023

Net Income

Down

-$3,341

Down $123,248 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $860,738Liabilities 2011: $210Net Assets 2011: $860,5282011Assets 2012: $941,799Liabilities 2012: $561Net Assets 2012: $941,2382012Assets 2013: $976,152Liabilities 2013: $522Net Assets 2013: $975,6302013Assets 2014: $952,685Liabilities 2014: $558Net Assets 2014: $952,1272014Assets 2015: $949,011Liabilities 2015: $352Net Assets 2015: $948,6592015Assets 2016: $953,574Liabilities 2016: $624Net Assets 2016: $952,9502016Assets 2017: $964,191Liabilities 2017: $656Net Assets 2017: $963,5352017Assets 2018: $977,898Liabilities 2018: $898Net Assets 2018: $977,0002018Assets 2019: $1,026,499Liabilities 2019: $0Net Assets 2019: $1,026,4992019Assets 2020: $1,008,770Liabilities 2020: $3,963Net Assets 2020: $1,004,8072020Assets 2021: $1,090,190Liabilities 2021: $370Net Assets 2021: $1,089,8202021Assets 2022: $1,051,422Liabilities 2022: $424Net Assets 2022: $1,050,9982022Assets 2023: $1,170,869Liabilities 2023: $545Net Assets 2023: $1,170,3242023Assets 2024: $1,167,916Liabilities 2024: $933Net Assets 2024: $1,166,9832024

Highlighted filing

2024

Assets$1,167,916
Liabilities$933
Net Assets$1,166,983

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $220,334Expenses 2011: $89,242Net Income 2011: $131,0922011Expenses 2012: $99,8012012Expenses 2013: $103,0872013Revenue 2014: $62,042Expenses 2014: $85,545Net Income 2014: -$23,5032014Revenue 2015: $102,612Expenses 2015: $106,080Net Income 2015: -$3,4682015Revenue 2016: $113,982Expenses 2016: $109,691Net Income 2016: $4,2912016Revenue 2017: $147,768Expenses 2017: $137,183Net Income 2017: $10,5852017Revenue 2018: $114,261Expenses 2018: $100,796Net Income 2018: $13,4652018Revenue 2019: $159,869Expenses 2019: $110,372Net Income 2019: $49,4972019Revenue 2020: $101,581Expenses 2020: $123,271Net Income 2020: -$21,6902020Revenue 2021: $218,153Expenses 2021: $133,140Net Income 2021: $85,0132021Revenue 2022: $149,258Expenses 2022: $188,080Net Income 2022: -$38,8222022Revenue 2023: $292,099Expenses 2023: $172,192Net Income 2023: $119,9072023Revenue 2024: $213,712Expenses 2024: $217,053Net Income 2024: -$3,3412024

Highlighted filing

2024

Revenue$213,712
Expenses$217,053
Net Income-$3,341

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.21$0.22$0.00
2023Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.29$0.17$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.15$0.19$0.04
2021Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.22$0.13$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.00$0.10$0.12$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.16$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.11$0.10$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.10$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.09$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.10
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.22$0.09$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$262,686
Mission and Program Overview

Mission

To instill interest in, preserve and protect okanogan county's history and to act as a coordinating group for major county museums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,153,805$1,150,464▼ $3,341
Land, Buildings, and Equipment, Net$506,434$494,020▼ $12,414
Investments in Publicly Traded Securities$307,698$316,935▲ $9,237
Savings and Temporary Cash Investments$279,015$280,376▲ $1,361
Cash and Non-Interest-Bearing Accounts$66,106$59,876▼ $6,230
Investments Other Securities$11,616$16,709▲ $5,093
Pd in Cap Srpls Land Bldg Eqp Fund$16,519$16,519→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,170,869$1,167,916▼ $2,953
Liabilities
Accounts Payable and Accrued Expenses$545$933▲ $388
Total Liabilities$545$933▲ $388
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,170,324$1,166,983▼ $3,341
Total Liabilities and Net Assets / Fund Balance$1,170,869$1,167,916▼ $2,953

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$305,107$315,178$620,285
Equipment$18,431$221,725$240,156
Land$138,141-$138,141
Leasehold Improvements$32,341$48,051$80,392

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$214,800$1,167▲ $7,765$9,272$214,460
2022$178,543$35,523▲ $4,406$3,672$214,800
2021$170,559-▲ $8,303-$178,902
2020$167,263-▲ $4,896$1,600$170,559
2019$159,588-▲ $7,675-$167,263
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jackie CookPresident
George PennerVice President
Aaron NaumannDirector
Dale SwedbergDirector
Donna CorsonDirector
Jean BerneyDirector
Larry JuddDirector
Marilyn CrossDirector
Michael KennedyDirector
Mike MaltaisDirector
Peggy MarcusDirector
Sandy BrightbillDirector
Sharon SumpterDirector
Ted MurrayDirector
Teri MitschelenDirector
Maggie MitschelenDirector (through August 2024)
Steve HarrisDirector (through October 2023)
Gertrude WebsterSecretary
Cynthia TollefsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,121
Program Service Revenue
$0
Investment Income
$27,460
Other Revenue
$21,131
All Other Contributions
$135,831
Change in Net Assets
$-3,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,604
Salaries, Compensation, and Employee Benefits$83,449
Total Fundraising Expense$11,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,943-$8,105$81,048
Depreciation Depletion$37,887$4,210-$42,097
Occupancy$17,177$1,909-$19,086
Office Expenses$7,102$4,520$1,291$12,913
Insurance$8,840$982-$9,822
Information Technology$4,973$3,165$904$9,042
Advertising$6,374--$6,374
All Other Expenses$3,211$2,045$584$5,840
Fees for Service Investment Mgmnt Fees-$3,738-$3,738
Other Expenses$17,585$3,622-$3,622
Fees for Services Accounting-$2,735-$2,735
Payroll Taxes$2,161-$240$2,401
Conferences and Meetings-$750-$750
Total Functional Expenses$178,253$27,676$11,124$217,053
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee consists of the officers of the board and is authorized to act on behalf of the board between meetings.

Form 990, Part VI, Section A, Line 2

Maggie mitschelen and teri mitschelen have a family relationship.

Form 990, Part VI, Section A, Line 4

The organization made changes to their bylaws in january of 2024. The changes included updates to membership dues, voting, and how to amend bylaws.

Form 990, Part VI, Section A, Line 6

The organization has two classes of membership: annual and life. Annual and life membership is open to anyone and commences on the day dues are paid. Members do not have voting rights.

Form 990, Part VI, Section A, Line 7A

The trustees are elected by a majority vote of the membership present at the annual membership meeting. Any trustee may be removed from office by a majority vote of the membership.

Form 990, Part VI, Section A, Line 7B

The bylaws may be amended only by a majority vote of members attending regular and/or special meetings.

Form 990, Part VI, Section B, Line 11B

Form 990 is presented to the governing body for approval prior to filing.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Okanogan County Historical Society Inc
EIN
91-9900012
Phone
5094224272
Address
PO BOX 1129, OKANOGAN, WA 98840

Signing Officer

Name
Cynthia Tollefson
Title
Treasurer
Phone
5094224272
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Cook
Formed
1963
Legal Domicile
Wa
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
178

Preparer

Firm
Cliftonlarsonallen Llp
Address
8101 WEST GRANDRIDGE BLVD SUITE 130, KENNEWICK, WA 99336
Preparer
Emily Mccann
Phone
5097351561
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

The modified cash basis is used due to having accounts payable and fixed assets.

Financial Statement Notes

PART III, LINE 4:

Collections of art, historical treasures, and similar assets are displayed in our various museums for public view which supports our exempt purpose.

PART V, LINE 4:

The wilson endowment allows for general support towards keeping the society going. The publications endowment funds support the publication of materials and research related expenses. The life membership endowment supports the general operating expenses of the society.

Raw XML AppendixShowing 400 of 566 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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IRS990/AdvertisingGrp/ProgramServicesAmt06374
IRS990/AdvertisingGrp/TotalAmt06374
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IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA TOLLEFSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THROUGH OCTOBER 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (THROUGH AUGUST 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/FormationYr01963
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0262686
IRS990/GrossRentsGrp/RealAmt03300
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IRS990ScheduleA/InvestmentIncomeCYPct00.09540
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IRS990ScheduleA/PublicSupportPY509Pct00.87010
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt07420
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07535
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt038614

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