Upper Valley Historical Society

Analysis

Upper Valley Historical Society is a registered charity in United States, based in Leavenworth, WA. It received its IRS tax-exemption ruling in March 2007, 19 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Upper Valley Historical Society reported income of $108k and spending of $103k, spending 96% of its income. Across the 4 years on record, from December 2020 to December 2023, income grew from $74k to $108k (+46%), an average of +13% a year. The sharpest change came in the year to December 2022, when income rose by 54%. Over the whole period it spent 94% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Upper Valley Historical Society sits at the 43rd percentile: it is larger than about 43% of them. Against every charity in United States with reported income it ranks in the 39th percentile, and in the 35th percentile within WA. Charities of a similar size with the same main cause include Pierre Players Inc ($108k), L & L Dancers Inc ($108k) and Way of the Rain Inc ($108k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 58% and program service revenue 36% of the total. At year end it held assets of $133k against liabilities of $21k, net assets of $111k.