SANTIAM HERITAGE FOUNDATION

EIN: 931318420 501(c)(3) Arts, Culture & Humanities

Stayton, OR

Total Revenue
$49,600
Total Expenses
$17,544
Total Assets
$526,606
Net Assets
$526,456
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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
2000
Legal Domicile
OR
Principal Officer
Wendy Stone
Phone
5037698860
Tax Period
2025-01-01 to 2025-12-31

SANTIAM HERITAGE FOUNDATION, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $50K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $32K, a strong 65% operating margin.

Mission

Historical Preservation

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $43,544
Program Service Revenue $6,943
Investment Income $0
Other Revenue $-887
TOTAL REVENUE $49,600

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $17,544
Other Expenses $17,544
TOTAL EXPENSES $17,544

Year-over-Year Comparison

2025 2024 Change
Revenue $49,600 $59,142 -0.2%
Expenses $17,544 $51,718 -0.7%
Net Income $32,056 $7,424 +3.3%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
51

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
4
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anne Hernandez Trustee 2
Director
$0 $0 $0
Rebecca Kimsey Secretary 4
Officer
$0 $0 $0
Wendy Stone President 10
Officer
$0 $0 $0
Steve Poisson Vice President 4
Officer
$0 $0 $0
Amy Wooden Treasurer 5
Officer
$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 $49,600 $17,544 $526,606 $32,056
2024 $59,142 $51,718 $505,112 $7,424
2023 $47,714 $45,137 $532,138 $2,577
2022 $97,866 $7,244 $577,308 $90,622
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