WASHINGTON COUNTY HISTORICAL SOCIETY

EIN: 936031454 501(c)(3) Arts, Culture & Humanities

PORTLAND, OR

Total Revenue
$397,757
Total Expenses
$510,054
Total Assets
$909,525
Net Assets
$746,591
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
OR
Principal Officer
RACHEL BRUMIT
Phone
5036455353
Tax Period
2023-07-01 to 2024-06-30

WASHINGTON COUNTY HISTORICAL SOCIETY, founded in 1956, is a small nonprofit in the Arts, Culture & Humanities sector that reported $398K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $510K exceeded revenue, resulting in a 28% operating deficit.

Mission

FIVE OAKS MUSEUM IS A GATHERING PLACE OF VIBRANT ART, CULTURE, HISTORY, AND STORYTELLING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $361,673
Program Service Revenue $35,932
Investment Income $152
Other Revenue $0
TOTAL REVENUE $397,757

Expense Breakdown

Grants Paid $0
Salaries & Benefits $297,316
Fundraising Expenses $11,893
Program Expenses $397,422
Other Expenses $212,738
TOTAL EXPENSES $510,054

Year-over-Year Comparison

2023 2022 Change
Revenue $397,757 $518,585 -0.2%
Expenses $510,054 $535,361 0.0%
Net Income $-112,297 $-16,776 +5.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
11
Employees
5
Volunteers
20

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
6
$165,080
Total Directors
13
$6,195
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CIERRA JOHNSON BOARD TREASURER 2.00
Officer Director
$6,195 $0 $6,195
VANESSA BENEDETTI BOARD CO-CHAIR 3.00
Officer Director
$0 $0 $0
AMEENA DJANGA BOARD CO-CHAIR 3.00
Officer Director
$0 $0 $0
BRIAN DECKER BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
ALFREDO MORENO BOARD MEMBER 1.00
Director
$0 $0 $0
BRANDON CULBERTSON BOARD MEMBER 1.00
Director
$0 $0 $0
TOM HUGHES BOARD MEMBER 1.00
Director
$0 $0 $0
KIRA IWASAKI BOARD MEMBER 1.00
Director
$0 $0 $0
SHANNON JOHNSON 1123 TO 624 BOARD MEMBER 1.00
Director
$0 $0 $0
BLAIR DENNIBERG 1123 TO 624 BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN MERY 6124 TO 63024 BOARD MEMBER 1.00
Director
$0 $0 $0
MATT HIEFIELD 6124 TO 63024 BOARD MEMBER 1.00
Director
$0 $0 $0
NAFISA FAI EXOFFICIO 1.00
Director
$0 $0 $0
MOLLY ALLOY CO-DIRECTOR 32.00
Officer
$80,923 $0 $80,923
RACHEL BRUMIT CO-DIRECTOR 32.00
Officer
$77,962 $0 $77,962
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 $397,757 $510,054 $909,525 $-112,297
2023 $518,585 $535,361 $1,005,598 $-16,776
2021 $421,363 $485,581 $1,089,408 $-64,218
2020 $351,392 $776,910 $1,135,198 $-425,518
2019 $292,487 $484,320 $1,556,795 $-191,833
2018 $273,712 $488,113 $1,714,554 $-214,401
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