SOUTHERN OREGON HISTORICAL SOCIETY INC (EIN 930383321) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Phone

5416222025

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN OREGON HISTORICAL SOCIETY INC, founded in 1946, is a small nonprofit in the Arts, Culture & Humanities sector that reported $702K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $642K left a modest 8% surplus.

Mission

COLLECT, PRESERVE AND DISPLAY OBJECTS RELATING TO THE SCOPE AND DIVERSITY OF THE HUMAN EXPERIENCE IN JACKSON COUNTY AND THE SOUTHERN OREGON REGION. THROUGH THESE EFFORTS, GENERATE AN APPRECIATION OF REGIONAL HISTORY FOR ALL TO APPRECIATE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $628,092

Program Service Revenue $61,530

Investment Income $12,436

Other Revenue $0

TOTAL REVENUE $702,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,740

Fundraising Expenses $0

Program Expenses $573,408

Other Expenses $457,731

TOTAL EXPENSES $642,471

Year-over-Year Comparison

	2024	2023	Change
Revenue	$702,058	$830,379	-0.2%
Expenses	$642,471	$537,346	+0.2%
Net Income	$59,587	$293,033	-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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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

$35,416

Total Directors

$35,416

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON KRAMER	EXECUTIVE DIRECTOR	32.00	Officer Director	$35,416	$0	$35,416
GREG APPLEN	TRUSTEE	5.00	Director	$0	$0	$0
BOB RUSSELL	TRUSTEE	5.00	Director	$0	$0	$0
DOUGLAS SMITH	TRUSTEE	5.00	Director	$0	$0	$0
ANNE ROOT	TRUSTEE	5.00	Director	$0	$0	$0
JIM TEECE	TRUSTEE	5.00	Director	$0	$0	$0
NIKKI HART BRINKLEY	TRUSTEE	5.00	Director	$0	$0	$0
CHELSEA ROSE	TRUSTEE	5.00	Director	$0	$0	$0
DAVID SOMMERS	TRUSTEE	5.00	Director	$0	$0	$0
DOUG MCGEARY	TRUSTEE PRESIDENT	30.00	Officer Director	$0	$0	$0
SHEILA BAKER	TRUSTEE SECRETARYTREASURER	30.00	Officer Director	$0	$0	$0
CAROLYN KINGSNORTH	TRUSTEE VICE PRESIDENT	30.00	Officer 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
2024	$702,058	$642,471	$1,281,394	$59,587
2023	$830,379	$537,346	$1,303,662	$293,033
2022	$362,799	$412,690	$975,973	$-49,891
2021	$302,995	$371,867	$925,814	$-68,872
2020	$303,745	$332,708	$970,972	$-28,963
2019	$363,663	$475,217	$829,780	$-111,554
2018	$392,354	$383,543	$962,090	$8,811

SOUTHERN OREGON HISTORICAL SOCIETY INC