Civic Intelligence

Upper Rogue Historical Society

EIN 93-1033989 • 501(c)3 • Trail, OR

Profile

HISTORICAL EDUCATION

144 Old Hwy 62Trail, OR 97541
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

0.3%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

42nd percentile

-7.9%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$176,734

Up $585 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$176,734

Up $585 (+0.3%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin78th percentile

Revenue

Down

$2,391

Down $205 (-7.9%) from 2023

Expenses

Down

$1,806

Down $108 (-5.6%) from 2023

Net Income

Down

$585

Down $97 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$200K$150K$100K$50K$0Assets 2012: $169,506Liabilities 2012: $02012Assets 2013: $168,478Liabilities 2013: $02013Assets 2014: $169,433Liabilities 2014: $02014Assets 2015: $170,312Liabilities 2015: $02015Assets 2016: $170,440Liabilities 2016: $02016Assets 2017: $170,932Liabilities 2017: $02017Assets 2018: $172,385Liabilities 2018: $02018Assets 2019: $173,380Liabilities 2019: $02019Assets 2020: $0Liabilities 2020: $02020Assets 2021: $175,567Liabilities 2021: $0Net Assets 2021: $175,5672021Assets 2022: $175,467Liabilities 2022: $0Net Assets 2022: $175,4672022Assets 2023: $176,149Liabilities 2023: $0Net Assets 2023: $176,1492023Assets 2024: $176,734Liabilities 2024: $0Net Assets 2024: $176,7342024

Highlighted filing

2024

Assets$176,734
Liabilities$0
Net Assets$176,734
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2012: $2,306Expenses 2012: $3,680Net Income 2012: -$1,3742012Revenue 2013: $2,259Expenses 2013: $3,277Net Income 2013: -$1,0182013Revenue 2014: $3,300Expenses 2014: $2,345Net Income 2014: $9552014Revenue 2015: $2,841Expenses 2015: $2,878Net Income 2015: -$372015Revenue 2016: $2,568Expenses 2016: $1,440Net Income 2016: $1,1282016Revenue 2017: $2,653Expenses 2017: $0Net Income 2017: $2,6532017Revenue 2018: $4,189Expenses 2018: $2,736Net Income 2018: $1,4532018Revenue 2019: $4,505Expenses 2019: $3,610Net Income 2019: $8952019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $3,064Expenses 2021: $739Net Income 2021: $2,3252021Revenue 2022: $2,460Expenses 2022: $2,560Net Income 2022: -$1002022Revenue 2023: $2,596Expenses 2023: $1,914Net Income 2023: $6822023Revenue 2024: $2,391Expenses 2024: $1,806Net Income 2024: $5852024

Highlighted filing

2024

Revenue$2,391
Expenses$1,806
Net Income$585
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$176,734
Liabilities
$0
Net assets
$176,734
Revenue
$2,391
Expenses
$1,806
Net income
$585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.02$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.02$0.03$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.03$0.01$0.02
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.05$0.04$0.01
2018Summary only. Only limited summary data is available for this year.$1.72$0.00$0.04$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$1.71$0.00$0.03$0.00$0.03
2016Summary only. Only limited summary data is available for this year.$1.70$0.00$0.03$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$1.70$0.00$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$1.69$0.00$0.03$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.02$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.02$0.04$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$2,596
Mission and Program Overview

Mission

HISTORICAL EDUCATION

Program Services

DescriptionGrantsExpenses
EDUCATION ON THE HISTORICAL LOGGING HISTORY OF THE ROGUE VALLEY. PRIMARILY TO CHILDREN IN KINDERGARDEN TO 4TH GRADE LEVELS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA MASONTreasurerPT$0--
RUSSELL UNDERWOODChairmanPT$0--
DEBRA TIPTONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Upper Rogue Historical Society
EIN
93-1033989
Address
144 OLD HWY 62, TRAIL, OR 97541

Signing Officer

Name
Pamela Mason
Title
Treasurer
Phone
5416214462
Signed
2023-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Ag Tax Service
Address
11144 HWY 62, Eagle Point, OR 97524
Preparer
John W Reardon
Phone
5418264308
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountlicense 50supplies 20oregon dept of justice 40”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAMELA MASON
IRS990EZ/BooksInCareOfDetail/PhoneNum05416214462
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0144 OLD HWY 62
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097541
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05924
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0682
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175467
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176149
IRS990EZ/GrossReceiptsAmt02596
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0169543
IRS990EZ/LandAndBuildingsGrp/EOYAmt0169543
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02596
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176149
IRS990EZ/OccupancyRentUtltsAndMaintAmt01194
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUSSELL UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBRA TIPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0610
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION ON THE HISTORICAL LOGGING HISTORY OF THE ROGUE VALLEY. PRIMARILY TO CHILDREN IN KINDERGARDEN TO 4TH GRADE LEVELS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01914
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0CORPORATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08120
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03064
IRS990ScheduleA/Total509Grp/TotalAmt08120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLICENSE 50SUPPLIES 20OREGON DEPT OF JUSTICE 40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05416214462
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER ROGUE HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0931033989
ReturnHeader/Filer/USAddress/AddressLine1Txt0144 OLD HWY 62
ReturnHeader/Filer/USAddress/CityNm0TRAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097541
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931262276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AG TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011144 HWY 62
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eagle Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097524
ReturnHeader/PreparerPersonGrp/PhoneNum05418264308
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Reardon
ReturnHeader/ReturnTs02023-11-06T12:52:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAMELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MASON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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