Civic Intelligence

Gresham Historical Society

990 • Fiscal year 2022 • EIN 93-0735183

Jan 01, 2022 to Dec 31, 2022 • Filed on May 22, 2023

PO Box 65Gresham, OR 97030-0011

(503) 661-0347

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

1.37x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

50th percentile

1.9%

Faster asset growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$910,057

Up $16,947 (+1.9%) from 2021

Net Assets

Down

$731,532

Down $3,993 (-0.5%) from 2021

Liabilities

Up

$178,525

Up $20,940 (+13%) from 2021

Revenue

Down

$130,633

Down $16,467 (-11%) from 2021

Expenses

Down

$108,705

Down $7,731 (-6.6%) from 2021

Net Income

Down

$21,928

Down $8,736 (-28%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $249,488Liabilities 2010: $11Net Assets 2010: $249,4772010Assets 2011: $657,282Liabilities 2011: $3Net Assets 2011: $657,2792011Assets 2012: $671,863Liabilities 2012: $0Net Assets 2012: $671,8632012Assets 2013: $710,488Liabilities 2013: $0Net Assets 2013: $710,4882013Assets 2014: $717,269Liabilities 2014: $53,959Net Assets 2014: $663,3102014Assets 2015: $693,702Liabilities 2015: $23,127Net Assets 2015: $670,5752015Assets 2016: $680,562Liabilities 2016: $34,511Net Assets 2016: $646,0512016Assets 2017: $909,762Liabilities 2017: $212,741Net Assets 2017: $697,0212017Assets 2018: $930,667Liabilities 2018: $216,008Net Assets 2018: $714,6592018Assets 2019: $914,838Liabilities 2019: $205,480Net Assets 2019: $709,3582019Assets 2020: $882,170Liabilities 2020: $194,076Net Assets 2020: $688,0942020Assets 2021: $893,110Liabilities 2021: $157,585Net Assets 2021: $735,5252021Assets 2022: $910,057Liabilities 2022: $178,525Net Assets 2022: $731,5322022Assets 2023: $909,185Liabilities 2023: $147,665Net Assets 2023: $761,5202023Assets 2024: $914,520Liabilities 2024: $128,545Net Assets 2024: $785,9752024

Highlighted filing

2022

Assets$910,057
Liabilities$178,525
Net Assets$731,532

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $7,793Expenses 2010: $43,567Net Income 2010: -$35,7742010Expenses 2011: $102,1182011Expenses 2012: $63,5072012Revenue 2013: $66,490Expenses 2013: $57,604Net Income 2013: $8,8862013Revenue 2014: $65,355Expenses 2014: $58,679Net Income 2014: $6,6762014Revenue 2015: $80,381Expenses 2015: $73,116Net Income 2015: $7,2652015Revenue 2016: $70,362Expenses 2016: $94,886Net Income 2016: -$24,5242016Revenue 2017: $137,560Expenses 2017: $86,590Net Income 2017: $50,9702017Revenue 2018: $92,955Expenses 2018: $73,065Net Income 2018: $19,8902018Revenue 2019: $80,981Expenses 2019: $88,320Net Income 2019: -$7,3392019Revenue 2020: $66,735Expenses 2020: $87,999Net Income 2020: -$21,2642020Revenue 2021: $147,100Expenses 2021: $116,436Net Income 2021: $30,6642021Revenue 2022: $130,633Expenses 2022: $108,705Net Income 2022: $21,9282022Revenue 2023: $179,413Expenses 2023: $162,261Net Income 2023: $17,1522023Revenue 2024: $181,653Expenses 2024: $163,602Net Income 2024: $18,0512024

Highlighted filing

2022

Revenue$130,633
Expenses$108,705
Net Income$21,928
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 22, 2023
Return Version
2022v5.0
Gross Receipts
$199,274
Mission and Program Overview

Mission

HISTORY PRESERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$735,525$731,532▼ $3,993
Land, Buildings, and Equipment, Net$611,407$591,268▼ $20,139
Investments in Publicly Traded Securities$193,763$170,356▼ $23,407
Cash and Non-Interest-Bearing Accounts$19,313$68,866▲ $49,553
Inventories for Sale or Use$15,418$14,829▼ $589
Total Assets$893,110$910,057▲ $16,947
Other Assets Total$53,209$64,738▲ $11,529
Liabilities
Other Liabilities$157,585$146,787▼ $10,798
Deferred Revenue-$31,738-
Total Liabilities$157,585$178,525▲ $20,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$735,525$731,532▼ $3,993
Total Liabilities and Net Assets / Fund Balance$893,110$910,057▲ $16,947

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$318,819$104,314$423,133
Buildings$138,436$267,113$405,549
Land$134,013-$134,013
Equipment-$9,670$9,670
Other Assets Org$23,438--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sue PiazzaPresident
Carol Nielsen-hoodDirector
Erica KeathleyDirector
Fred GilbertDirector
Karen JohnstonDirector
Lon ShiikiDirector
Terry NishikawaDirector
Eellitta StoneDirector-new
Silvie AndrewsMuseum Direc
Sandra RichSecretary
Leslie RadkeTreasurer
Guy EdwardsVice Preside
Martin StoneVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$92,523
Program Service Revenue
$0
Investment Income
$4,234
Other Revenue
$33,876
All Other Contributions
$30,718
Change in Net Assets
$21,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,566
Salaries, Compensation, and Employee Benefits$51,139
Total Fundraising Expense$2,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,500$3,150$1,350$45,000
Occupancy$10,102$785$336$11,223
Depreciation Depletion$11,200--$11,200
Office Expenses$7,779$605$259$8,643
Fees for Services Other$7,593$345$71$8,009
Insurance$5,632$438$187$6,257
Payroll Taxes$3,483$271$116$3,870
Other Employee Benefits$2,042$159$68$2,269
All Other Expenses$2,057$136$59$2,252
Other Expenses$1,207$94$40$1,341
Fees for Services Accounting$1,071$83$36$1,190
Conferences and Meetings$246$20$9$275
Advertising$36$3$1$40
Total Functional Expenses$99,668$6,380$2,657$108,705
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,280
Fundraising Direct Expenses$9,649
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas at Th$26,403$22,280$9,649$12,631
Total Events$26,403$22,280$9,649$12,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Zion Church Mortgage$146,787
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
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Gresham Historical Society
EIN
93-0735183
Phone
5036610347
Address
PO BOX 65, GRESHAM, OR 97030-0011

Signing Officer

Name
Leslie Radke
Title
Treasurer
Phone
5036610347
Signed
2023-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Piazza
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
48

Preparer

Firm
Mt Hood Tax & Accounting Professionals
Address
200 NW DIVISION ST, GRESHAM, OR 97030-5522
Preparer
David Mcmahon CPA
Phone
5036671610
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Restoring museum. Museum open to the public and has displays for public

Form 990, Part XI, Line 9

To adjust for prior year unrealized gains (losses) on investments

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IRS990/OfficeExpensesGrp/ProgramServicesAmt07779
IRS990/OfficeExpensesGrp/TotalAmt08643
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt053209
IRS990/OtherAssetsTotalGrp/EOYAmt064738
IRS990/OtherChangesInNetAssetsAmt0-16764
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt068
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0159
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02042
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02269
IRS990/OtherExpensesGrp/Desc0EVENT COSTS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3BOARD DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt074
IRS990/OtherExpensesGrp/FundraisingAmt151
IRS990/OtherExpensesGrp/FundraisingAmt240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1119
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt294
IRS990/OtherExpensesGrp/ProgramServicesAmt02987
IRS990/OtherExpensesGrp/ProgramServicesAmt12206
IRS990/OtherExpensesGrp/ProgramServicesAmt21527
IRS990/OtherExpensesGrp/ProgramServicesAmt31207
IRS990/OtherExpensesGrp/TotalAmt02987
IRS990/OtherExpensesGrp/TotalAmt12452
IRS990/OtherExpensesGrp/TotalAmt21697
IRS990/OtherExpensesGrp/TotalAmt31341
IRS990/OtherLiabilitiesGrp/BOYAmt0157585
IRS990/OtherLiabilitiesGrp/EOYAmt0146787
IRS990/OtherRevenueMiscGrp/Desc0OTHER EVENTS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc2EVENT RENTAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt03818
IRS990/OtherRevenueMiscGrp/ExclusionAmt13410
IRS990/OtherRevenueMiscGrp/ExclusionAmt2737
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03818
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13410
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2737
IRS990/OtherRevenueTotalAmt08372
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03150
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040500
IRS990/OtherSalariesAndWagesGrp/TotalAmt045000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0116
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0271
IRS990/PayrollTaxesGrp/ProgramServicesAmt03483
IRS990/PayrollTaxesGrp/TotalAmt03870
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUE PIAZZA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESTORING MUSEUM. MUSEUM OPEN TO THE PUBLIC AND HAS DISPLAYS FOR PUBLIC
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0121259
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09182
IRS990/PYOtherExpensesAmt071665
IRS990/PYOtherRevenueAmt016659
IRS990/PYRevenuesLessExpensesAmt030664
IRS990/PYSalariesCompEmpBnftPaidAmt044771
IRS990/PYTotalExpensesAmt0116436
IRS990/PYTotalRevenueAmt0147100
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021928
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013002
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0130633
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0735525
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0731532
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SPECIAL EVENTS 2,592
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1GRESHAM HISTORICAL SOCIETY SUSTAINED A FIRE IN 2021 THAT CAUSED SIGNIFICANT DAMAGE TO THE BUILDING AS WELL AS THE ARTIFACTS LOCATED INSIDE. EXPENSES DIRECTLY RELATED TO RESTORATION WORK TOTALED 64,620 FOR 2021 & 2022. THE TOTAL AMOUNT REIMBURSED BY THE INSURANCE COMPANY WAS 54,986. GRESHAM HISTORICAL SOCIETY DOES NOT EXPECT TO RECEIVE ANY FURTHER FIRE RELATED INSURANCE REIMBURSEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0121259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0408319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012842
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0899
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01693
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02592
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82120
IRS990ScheduleA/PublicSupportPY170Pct00.81040
IRS990ScheduleA/PublicSupportTotal170Amt0408319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121259
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069528
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0408319
IRS990ScheduleA/TotalSupportAmt0497222
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt027384
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt012694
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0724
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt020286
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt012381
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt073469
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0138436
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0267113
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0405549
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09670
IRS990ScheduleD/LandGrp/BookValueAmt0134013
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0134013
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt041300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt123438
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0IN-KIND DONATED ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ZION MANAGEMENT TRUST ACC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$1.29$7.86$1.82$1.64$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$1.48$7.62$1.79$1.62$0.17
2022Detailed filing. Detailed filing data is available for this year.$9.10$1.79$7.32$1.31$1.09$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.93$1.58$7.36$1.47$1.16$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$1.94$6.88$0.67$0.88$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.15$2.05$7.09$0.81$0.88$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.31$2.16$7.15$0.93$0.73$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$2.13$6.97$1.38$0.87$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.35$6.46$0.70$0.95$0.25
2015Detailed filing. Detailed filing data is available for this year.$6.94$0.23$6.71$0.80$0.73$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.54$6.63$0.65$0.59$0.07
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.66$0.58$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.00$6.72$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.00$6.57$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.49$0.08$0.44$0.36