POLK COUNTY HISTORICAL SOCIETY

EIN: 237181141 501(c)(3)

MONMOUTH, OR

Total Revenue
$99,478
Total Expenses
$51,712
Total Assets
$1,268,002
Net Assets
$1,268,002
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
OR
Principal Officer
VICTOR MORTON
Phone
5036236251
Tax Period
2024-01-01 to 2024-12-31

POLK COUNTY HISTORICAL SOCIETY, founded in 1959, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 48% operating margin.

Mission

TO ENCOURAGE THE STUDY, KNOWLEDGE AND UNDERSTANDING OF THE HISTORY OF THE STATE OF OREGON AND POLK COUNTY, TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET OBJECTS AND PUBLISH INFORMATION RELATING TO THE HISTORY OF POLK COUNTY, TO ACQUIRE, EXHIBIT AND INTERPRET THE MATERIAL CULTURE OF POLK COUNTY AND TO BUILD, OPERATE AND MAINTAIN A HISTORICAL MUSEUM OR MUSEUMS IN POLK COUNTY.

Program Service Accomplishments

Program 1
Expenses: $17,155 Revenue: $4,987

IN 1990 THE POLK COUNTY HISTORICAL SOCIETY MOVED THE POLK COUNTY MUSEUM FROM DALLAS OREGON INTO A NEW BUILDING IN RICKREALL OREGON. THE NEW MUSEUM OPENED FEBRUARY 12, 2000. THE POLK COUNTY MUSEUM...

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IN 1990 THE POLK COUNTY HISTORICAL SOCIETY MOVED THE POLK COUNTY MUSEUM FROM DALLAS OREGON INTO A NEW BUILDING IN RICKREALL OREGON. THE NEW MUSEUM OPENED FEBRUARY 12, 2000. THE POLK COUNTY MUSEUM HOUSES THE LARGEST AND MOST IMPORTANT LOCAL HISTORY RESEARCH COLECTION IN POLK COUNTY OREGON . ITS LIBRARY INCLUDES OREGON REFERENCE TITLES AND COUNTY RELATED HISTORIES AND GENEOLOGIES. SUBJECT PAMPHLET FILES PROVIDE BOTH BROAD AND DEEP COVERAGE ON HUNDREDS OF SUBJECTS. THE SEPERATE DOCUMENT ARCHIVE INCLUDES MANUSCRIPT AND SCRAPBOOK COLLECTIONS, INCLUDING THE POLK COUNTY ARCHIVES IN THEIR ORIGINAL FORMAT. THE CC STEVENS AUDIO/VISUAL ARCHIVE INCLUDES THE LARGE STARFRIN AND SWENSON PHOTOGRAPHIC COLLECTIONS, AS WELL AS MANY SMALLER COLLECTIONS, WHICH ARE BEING CATALOGUED, DIGITIZED, AND PRINTED FOR DISPLAY AND RESEARCH. RECORDED, TRANSCRIBED, AND FILMED INTERVIEWS OF LOCAL RESIDENTS HAVE BEEN DIGITIZED AND ARE AVAILABLE FOR REVIEWING AND COPYING. ARTIFACT COLLECTIONS SUPPORT A WIDE ARRAY OF THE INTERPRETIVE DISPLAYS, INCLUDING BASKETRY AND STONE TOOLS CRAFTED BY INDIGINOUS KALLAPUYA. ON LOAN COLLECTIONS INCLUDE ANTIQUE VEHICLES, FIREARMS AND BREWERY EQUIPMENT, A LUMBER CARRIER, A VINTAGE FIRE TRUCK. OUR SHOP IS USED FOR ARTIFACT RESTORATION AND EXHIBIT CONSTRUCTION.

Program 2
Expenses: $21,081 Revenue: $7,031

IN 1975 THE SOCIETY ACQUIRED A PORTION OF THE HARRISON BUNK CENTURY FARM, LOCATED IN EOLA, OREGON. THE 1861 HOUSE FEATURES ORIGINAL AND PERIOD FURNISHINGS, AS WELL AS PERSONAL BRUNK FAMILY ARTIFACTS...

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IN 1975 THE SOCIETY ACQUIRED A PORTION OF THE HARRISON BUNK CENTURY FARM, LOCATED IN EOLA, OREGON. THE 1861 HOUSE FEATURES ORIGINAL AND PERIOD FURNISHINGS, AS WELL AS PERSONAL BRUNK FAMILY ARTIFACTS. THE FARMSTEAD WAS RECOGNIZED AS THE HARRISON BRUNK CENTURY FARM IN 1959 AND IS ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE FARMSTEAD INCLUDES AN ORCHARD HOUSE, CARRIAGE HOUSE WITH TOOL ROOM, EQUIPMENT BARN WITH FULLY EQUIPED BLACKSMITH SHOP AND ORIGINAL GRAINARY. THE GROUNDS INCLUDE CONTEMPORARY ADA COMPLIANT RESTROOMS, PARKING AND PICNICING AREAS SUITABLE FOR GROUPS OF UP TO 75 PERSONS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,832
Program Service Revenue $0
Investment Income $71,260
Other Revenue $2,386
TOTAL REVENUE $99,478

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $38,236
Other Expenses $51,712
TOTAL EXPENSES $51,712

Year-over-Year Comparison

2024 2023 Change
Revenue $99,478 $312,833 -0.7%
Expenses $51,712 $84,632 -0.4%
Net Income $47,766 $228,201 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM BRANIGAR ACHIVIST 14.00
Director
$0 $0 $0
BETTE JO LAWSON REGISTRAR 13.00
Director
$0 $0 $0
SUE ROBINSON DIRECTOR 5.00
Director
$0 $0 $0
DAVID MOLLENBERNDT PRESIDENT 17.00
Director
$0 $0 $0
VICTOR MORTON TREASURER 5.00
Director
$0 $0 $0
JERRY MURPHY DIRECTOR 5.00
Director
$0 $0 $0
JEAN PETERSON DIRECTOR 4.00
Director
$0 $0 $0
LINDA FAST DIRECTOR 3.00
Director
$0 $0 $0
JILL JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
CHRISTY SHORT DIRECTOR 13.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $99,478 $51,712 $1,268,002 $47,766
2023 $312,833 $84,632 $1,220,236 $228,201
2022 $221,144 $66,578 $992,035 $154,566
2021 $114,305 $110,085 $837,619 $4,220
2020 $74,249 $72,477 $833,812 $1,772
2019 $77,172 $63,499 $816,075 $13,673
2018 $52,774 $45,396 $796,117 $7,378
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