Civic Intelligence

Southern Oregon Historical Society Foundation

EIN 93-1198683 • 501(c)3 • Medford, OR

Profile

ExclusivesupportofSouthernOregonHistoricalSociety

106 N Central AvenueMedford, OR 97501
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

10th percentile

-96%

Higher net margin than 10% of similar nonprofits.

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

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 2023

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-64%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$163,936

Up $8,207 (+5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$163,936

Up $8,207 (+5.3%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$3,424

Down $6,161 (-64%) from 2022

Expenses

Down

$6,726

Down $38 (-0.6%) from 2022

Net Income

Down

-$3,302

Down $6,123 (-217%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $96,217Liabilities 2011: $02011Assets 2013: $85,487Liabilities 2013: $02013Assets 2014: $104,495Liabilities 2014: $02014Assets 2015: $102,542Liabilities 2015: $02015Assets 2016: $97,882Liabilities 2016: $02016Assets 2017: $115,163Liabilities 2017: $02017Assets 2018: $126,970Liabilities 2018: $02018Assets 2019: $133,107Liabilities 2019: $02019Assets 2020: $129,038Liabilities 2020: $02020Assets 2021: $169,716Liabilities 2021: $02021Assets 2022: $155,729Liabilities 2022: $0Net Assets 2022: $155,7292022Assets 2023: $163,936Liabilities 2023: $0Net Assets 2023: $163,9362023

Highlighted filing

2023

Assets$163,936
Liabilities$0
Net Assets$163,936
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $21,282Expenses 2011: $442Net Income 2011: $20,8402011Revenue 2013: $2,314Expenses 2013: $10,038Net Income 2013: -$7,7242013Revenue 2014: $2,396Expenses 2014: $69Net Income 2014: $2,3272014Revenue 2015: $3,599Expenses 2015: $13,600Net Income 2015: -$10,0012015Revenue 2016: $3,950Expenses 2016: $1,090Net Income 2016: $2,8602016Revenue 2017: $4,292Expenses 2017: $104Net Income 2017: $4,1882017Revenue 2018: $6,604Expenses 2018: $1,333Net Income 2018: $5,2712018Revenue 2019: $6,466Expenses 2019: $4,262Net Income 2019: $2,2042019Revenue 2020: $1,460Expenses 2020: $5,733Net Income 2020: -$4,2732020Revenue 2021: $1,410Expenses 2021: $6,320Net Income 2021: -$4,9102021Revenue 2022: $9,585Expenses 2022: $6,764Net Income 2022: $2,8212022Revenue 2023: $3,424Expenses 2023: $6,726Net Income 2023: -$3,3022023

Highlighted filing

2023

Revenue$3,424
Expenses$6,726
Net Income-$3,302
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,936
Liabilities
$0
Net assets
$163,936
Revenue
$3,424
Expenses
$6,726
Net income
-$3,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.07$0.03
2021Summary only. Only limited summary data is available for this year.$1.70$0.00$0.01$0.06$0.05
2020Summary only. Only limited summary data is available for this year.$1.29$0.00$0.01$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$1.33$0.00$0.06$0.04$0.02
2018Summary only. Only limited summary data is available for this year.$1.27$0.00$0.07$0.01$0.05
2017Summary only. Only limited summary data is available for this year.$1.15$0.00$0.04$0.00$0.04
2016Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.01$0.03
2015Summary only. Only limited summary data is available for this year.$1.03$0.00$0.04$0.14$0.10
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.02$0.00$0.02
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.02$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.21$0.00$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$3,424
Mission and Program Overview

Mission

ExclusivesupportofSouthernOregonHistoricalSociety

Exclusive support of Southern Oregon Historical Society

Program Services

DescriptionGrantsExpenses
SOHS for general support$5,000$5,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marthanne G DirectorPresident-$0--
Erin Deason CarpenterDirector-$0--
Mark GibsonDirector-$0--
Tiffani MorrisonTreasurer-$0--
Katie MergelDirector-$0--
Christin SherbourneSecretary-$0--
Ron KramerSohs Executive Director-$0--
Filing and Contact Details

Filer

Filer Name
Southern Oregon Historical Society Foundation
EIN
93-1198683
In Care Of
% Marthanne Goodwin Dedrick
Address
106 N Central Avenue, Medford, OR 97501

Signing Officer

Name
Tiffani A Morrison
Title
treasurer
Signed
2023-08-28
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| SOHS Grant, $5000|”

Part I, line 16

“| Other Expenses:, Amount:| tax software filing fees, $161|”

Part I, line 20

“| Explanation:, Amount:| Fiscal year ended net unrealized gains in investments, $2393| Unrealized gains in assets, $9116|”

Part IV, Line 11A

“| Explanation:| Larry Mullaly a trustee 1,000.00 to endowment”

Raw XML Appendix245 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
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011509
IRS990EZ/OtherExpensesTotalAmt0161
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IRS990EZ/PrintingPublicationsPostageAmt03
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt06726
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| SOHS Grant, $5000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| tax software filing fees, $161|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Fiscal year ended net unrealized gains in investments, $2393| Unrealized gains in assets, $9116|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:| Larry Mullaly a trustee 1,000.00 to endowment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IV, Line 11a
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tiffani A Morrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OREGON HISTORICAL SOCIETY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0931198683
ReturnHeader/Filer/ForeignPhoneNum05416018775
ReturnHeader/Filer/InCareOfNm0% Marthanne Goodwin Dedrick
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 N Central Avenue
ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/ReturnTs02023-08-28T05:49:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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