Civic Intelligence

Santiam Heritage Foundation

EIN 93-1318420 • 501(c)3 • Stayton, OR

Profile

Historical Preservation

PO Box 161Stayton, OR 97383

www.brownhouse.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$505,112

Down $27,026 (-5.1%) from 2023

Liabilities

Up

$200

Up $50 (+33%) from 2023

Net Assets

Down

$504,912

Down $27,076 (-5.1%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$59,142

Up $11,428 (+24%) from 2023

Expenses

Up

$51,718

Up $6,581 (+15%) from 2023

Net Income

Up

$7,424

Up $4,847 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2011: $388,986Liabilities 2011: $5,5722011Assets 2012: $403,082Liabilities 2012: $02012Assets 2013: $431,659Liabilities 2013: $02013Assets 2014: $452,232Liabilities 2014: $02014Assets 2015: $453,615Liabilities 2015: $02015Assets 2016: $461,037Liabilities 2016: $02016Assets 2017: $489,066Liabilities 2017: $02017Assets 2018: $504,703Liabilities 2018: $0Net Assets 2018: $504,7032018Assets 2019: $531,904Liabilities 2019: $0Net Assets 2019: $531,9042019Assets 2021: $486,686Liabilities 2021: $0Net Assets 2021: $486,6862021Assets 2022: $577,308Liabilities 2022: $100Net Assets 2022: $577,2082022Assets 2023: $532,138Liabilities 2023: $150Net Assets 2023: $531,9882023Assets 2024: $505,112Liabilities 2024: $200Net Assets 2024: $504,9122024

Highlighted filing

2024

Assets$505,112
Liabilities$200
Net Assets$504,912
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0Revenue 2011: $33,236Expenses 2011: $7,545Net Income 2011: $25,6912011Revenue 2012: $22,051Expenses 2012: $7,955Net Income 2012: $14,0962012Revenue 2013: $36,689Expenses 2013: $8,112Net Income 2013: $28,5772013Revenue 2014: $30,845Expenses 2014: $10,270Net Income 2014: $20,5752014Revenue 2015: $16,531Expenses 2015: $15,148Net Income 2015: $1,3832015Revenue 2016: $17,078Expenses 2016: $9,656Net Income 2016: $7,4222016Revenue 2017: $39,957Expenses 2017: $11,928Net Income 2017: $28,0292017Revenue 2018: $27,202Expenses 2018: $11,565Net Income 2018: $15,6372018Revenue 2019: $39,254Expenses 2019: $12,053Net Income 2019: $27,2012019Revenue 2021: $21,204Expenses 2021: $11,953Net Income 2021: $9,2512021Revenue 2022: $97,866Expenses 2022: $7,244Net Income 2022: $90,6222022Revenue 2023: $47,714Expenses 2023: $45,137Net Income 2023: $2,5772023Revenue 2024: $59,142Expenses 2024: $51,718Net Income 2024: $7,4242024

Highlighted filing

2024

Revenue$59,142
Expenses$51,718
Net Income$7,424
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,112
Liabilities
$200
Net assets
$504,912
Revenue
$59,142
Expenses
$51,718
Net income
$7,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.59$0.52$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.48$0.45$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.98$0.07$0.91
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.21$0.12$0.09
2019Summary only. Only limited summary data is available for this year.$5.32$0.00$5.32$0.39$0.12$0.27
2018Summary only. Only limited summary data is available for this year.$5.05$0.00$5.05$0.27$0.12$0.16
2017Summary only. Only limited summary data is available for this year.$4.89$0.00$0.40$0.12$0.28
2016Summary only. Only limited summary data is available for this year.$4.61$0.00$0.17$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$4.54$0.00$0.17$0.15$0.01
2014Summary only. Only limited summary data is available for this year.$4.52$0.00$0.31$0.10$0.21
2013Summary only. Only limited summary data is available for this year.$4.32$0.00$0.37$0.08$0.29
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$0.22$0.08$0.14
2011Summary only. Only limited summary data is available for this year.$3.89$0.06$0.33$0.08$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$59,419
Mission and Program Overview

Mission

Historical Preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$446,954$447,138▲ $184
Savings and Temporary Cash Investments$100$35,849▲ $35,749
Cash and Non-Interest-Bearing Accounts$81,382$17,864▼ $63,518
Prepaid Expenses and Deferred Charges$1,687$2,360▲ $673
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$532,138$505,112▼ $27,026
Other Assets Total$2,015$1,901▼ $114
Liabilities
Other Liabilities$150$200▲ $50
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$150$200▲ $50
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$467,724$464,875▼ $2,849
Net Assets With Donor Restrictions$64,264$40,037▼ $24,227
Total Net Assets Fund Balance$531,988$504,912▼ $27,076
Total Liabilities and Net Assets / Fund Balance$532,138$505,112▼ $27,026

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$417,233$0$0
Other Land Buildings$0$0$0
Land$29,905-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Wendy StonePresident
Steve PoissonVice President
Anne HernandezTrustee
Rebecca KimseySecretary
Amy WoodenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,254
Program Service Revenue
$5,124
Investment Income
$0
Other Revenue
$-236
All Other Contributions
$0
Change in Net Assets
$7,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,718
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$40,541$0$0$40,541
Office Expenses$3,725$0$0$3,725
Occupancy$3,657$0$0$3,657
Insurance$2,892$0$0$2,892
Advertising$588$0$0$588
Other Expenses$315$0$0$315
Total Functional Expenses$51,718$0$0$51,718
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990, Part VI, Section B, Line 11b - A copy of the form was e-mailed to all Board members and the form was reviewed and approved at a Board meeting.”

Form 990, Part VI, Section B, Line 12C

“All Board members are required to review the Conflict of Interest policy at the Annual Meeting, where discussion takes place. During the year, any new contract is reviewed by the entire Board for the possibility of a conflict of interest, and that information is recorded in the Minutes for the organization.”

Form 990, Part VI, Section C, Line 19

“Governing body documents are made available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Santiam Heritage Foundation
EIN
93-1318420
Phone
5037698860
Address
PO Box 161, Stayton, OR 97383

Signing Officer

Name
Wendy Stone
Title
President
Phone
5033020365
Signed
2025-05-15

Organization Details

Principal Officer
Wendy Stone
Formed
2000
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
35
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Engineer, surveyor, & paving contractor”

Form 990, Part XI, Line 9

“Change in restricted funds, caused by new funds being restricted and existing funds being released as conditions were met.”

Raw XML AppendixShowing 400 of 575 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/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Historical Preservation
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0531988
IRS990/NetAssetsOrFundBalancesEOYAmt0504912
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-236
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-236
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0467724
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0464875
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt03657
IRS990/OccupancyGrp/TotalAmt03657
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03725
IRS990/OfficeExpensesGrp/TotalAmt03725
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02015
IRS990/OtherAssetsTotalGrp/EOYAmt01901
IRS990/OtherChangesInNetAssetsAmt0-34500
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Permit Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0315
IRS990/OtherExpensesGrp/TotalAmt0315
IRS990/OtherLiabilitiesGrp/BOYAmt0150
IRS990/OtherLiabilitiesGrp/EOYAmt0200
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01687
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02360
IRS990/PrincipalOfficerNm0Wendy Stone
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt043913
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt045137
IRS990/PYOtherRevenueAmt055
IRS990/PYProgramServiceRevenueAmt03746
IRS990/PYRevenuesLessExpensesAmt02577
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt045137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047714
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07424
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt059619
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016946

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