Civic Intelligence

Tualatin Historical Society

EIN 94-3090360 • 501(c)3 • Tualatin, OR

Profile

Preserveinterpretpromote tualatin hist

PO Box 1055Tualatin, OR 97062-7089

www.tualatinhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-8.1%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$138,679

Up $3,074 (+2.3%) from 2024

Liabilities

Down

$984

Down $2 (-0.2%) from 2024

Net Assets

Up

$137,695

Up $3,076 (+2.3%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin58th percentile

Revenue

Down

$49,976

Down $4,387 (-8.1%) from 2024

Expenses

Down

$46,900

Down $1,060 (-2.2%) from 2024

Net Income

Down

$3,076

Down $3,327 (-52%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2011: $97,329Liabilities 2011: $1,585Net Assets 2011: $95,7442011Assets 2012: $98,914Liabilities 2012: $1,580Net Assets 2012: $97,3342012Assets 2013: $93,224Liabilities 2013: $1,685Net Assets 2013: $91,5392013Assets 2014: $91,725Liabilities 2014: $1,657Net Assets 2014: $90,0682014Assets 2015: $95,655Liabilities 2015: $1,738Net Assets 2015: $93,9172015Assets 2016: $93,223Liabilities 2016: $1,935Net Assets 2016: $91,2882016Assets 2017: $98,327Liabilities 2017: $1,843Net Assets 2017: $96,4842017Assets 2018: $107,396Liabilities 2018: $1,711Net Assets 2018: $105,6852018Assets 2019: $100,157Liabilities 2019: $1,810Net Assets 2019: $98,3472019Assets 2020: $105,639Liabilities 2020: $7,059Net Assets 2020: $98,5802020Assets 2021: $106,351Liabilities 2021: $2,191Net Assets 2021: $104,1602021Assets 2022: $114,674Liabilities 2022: $2,348Net Assets 2022: $112,3262022Assets 2023: $130,671Liabilities 2023: $2,455Net Assets 2023: $128,2162023Assets 2024: $135,605Liabilities 2024: $986Net Assets 2024: $134,6192024Assets 2025: $138,679Liabilities 2025: $984Net Assets 2025: $137,6952025

Highlighted filing

2025

Assets$138,679
Liabilities$984
Net Assets$137,695
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $48,411Expenses 2011: $45,443Net Income 2011: $2,9682011Revenue 2012: $45,996Expenses 2012: $44,406Net Income 2012: $1,5902012Revenue 2013: $35,240Expenses 2013: $41,035Net Income 2013: -$5,7952013Revenue 2014: $38,345Expenses 2014: $39,816Net Income 2014: -$1,4712014Revenue 2015: $46,256Expenses 2015: $42,407Net Income 2015: $3,8492015Revenue 2016: $40,410Expenses 2016: $43,039Net Income 2016: -$2,6292016Revenue 2017: $49,012Expenses 2017: $43,816Net Income 2017: $5,1962017Revenue 2018: $50,185Expenses 2018: $40,984Net Income 2018: $9,2012018Revenue 2019: $36,210Expenses 2019: $43,548Net Income 2019: -$7,3382019Revenue 2020: $45,655Expenses 2020: $45,422Net Income 2020: $2332020Revenue 2021: $51,275Expenses 2021: $56,109Net Income 2021: -$4,8342021Revenue 2022: $57,567Expenses 2022: $49,401Net Income 2022: $8,1662022Revenue 2023: $56,977Expenses 2023: $41,087Net Income 2023: $15,8902023Revenue 2024: $54,363Expenses 2024: $47,960Net Income 2024: $6,4032024Revenue 2025: $49,976Expenses 2025: $46,900Net Income 2025: $3,0762025

Highlighted filing

2025

Revenue$49,976
Expenses$46,900
Net Income$3,076
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,679
Liabilities
$984
Net assets
$137,695
Revenue
$49,976
Expenses
$46,900
Net income
$3,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.50$0.47$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.54$0.48$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.02$1.28$0.57$0.41$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.12$0.58$0.49$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.51$0.56$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.07$0.99$0.46$0.45$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.02$0.98$0.36$0.44$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.06$0.50$0.41$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.49$0.44$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$0.40$0.43$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.46$0.42$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.38$0.40$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.02$0.92$0.35$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.02$0.97$0.46$0.44$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.02$0.96$0.48$0.45$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$54,291
Mission and Program Overview

Mission

Preserveinterpretpromote tualatin hist

Preserve,interpret,promote tualatin hist

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL PROGRAMS AND MATERIALS WHICH INFORM COMMUNITY MEMBERS ABOUT LOCAL HISTORY, THROUGH MONTHLY EDUCATIONAL PROGRAMS, NEWSLETTERS AND OTHER EVENTS.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS BAKERPresidentPT$0--
BARBARA STINGERBoard Member-$0--
LARRY MCCLUREBoard Member-$0--
ART SASAKISecretary-$0--
SANDRA LAFKY CARLSONCo HistorianPT$0--
YVONNE ADDINGTONBoard Member-$0--
KRISTINA WHEELOCKTreasurerPT$0--
APRIL WICKERVice President-$0--
STELLA USELMANBoard Member-$0--
MATT KLEINKEMember-$0--
Filing and Contact Details

Filer

Filer Name
Tualatin Historical Society
EIN
94-3090360
In Care Of
% KRISTINA WHEELOCK
Phone
5038851926
Address
PO BOX 1055, TUALATIN, OR 97062-7089

Signing Officer

Name
Kristina Wheelock
Title
Treasurer
Phone
5036451596
Signed
2025-12-01
Discuss with paid preparer
No

Preparer

Firm
Bruce R Tabor CPA Pc
Address
7501 SW FINDLAY RD, PORTLAND, OR 97224
Preparer
Mark Tabor Ea Ltc
Phone
5035981011
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBUSINESS LICENSES TAXES & OTHER 50DEPRECIATION AND AMORTIZATION 561CONTRIBUTIONS GRANTS SCHOLARSHIPS 3,000OTHER OPERATIONS EXPENSE 3,286SUPPLIES OPERATIONS & MISC 7,882TRAVEL AND MEETINGS 300FACILITIES 2,625RESALE ITEMS 586”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEDWARD JONES INVESTMENT 43,080 46,175”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL TAX LIABILITIES 986 984”

Raw XML Appendix221 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt043080
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBUSINESS LICENSES TAXES & OTHER 50DEPRECIATION AND AMORTIZATION 561CONTRIBUTIONS GRANTS SCHOLARSHIPS 3,000OTHER OPERATIONS EXPENSE 3,286SUPPLIES OPERATIONS & MISC 7,882TRAVEL AND MEETINGS 300FACILITIES 2,625RESALE ITEMS 586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearEDWARD JONES INVESTMENT 43,080 46,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPAYROLL TAX LIABILITIES 986 984
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05035981011
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK TABOR EA LTC
ReturnHeader/ReturnTs02025-12-08T09:29:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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