Southern Oregon Historical Society

Analysis

Southern Oregon Historical Society is a registered charity in United States, based in Medford, OR. It received its IRS tax-exemption ruling in January 1950, 76 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, Southern Oregon Historical Society reported income of $830k and spending of $537k, leaving 35% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $364k to $830k (+128%), an average of +23% a year. The sharpest change came in the year to December 2023, when income rose by 129%. Over the whole period it spent 98% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Southern Oregon Historical Society sits at the 84th percentile: it is larger than about 84% of them. Against every charity in United States with reported income it ranks in the 77th percentile, and in the 78th percentile within OR. Charities of a similar size with the same main cause include Rock County Historical Society ($830k), Maine Center for Public Interest Reporting ($831k) and Sharlot Hall Historical Society of Arizona ($830k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 90% and program service revenue 9.6% of the total. Compensation of current officers, directors and key employees was $50k (9.3% of expenses). Other salaries and wages came to $133k. At year end it held assets of $1.3m against liabilities of $740k, net assets of $564k. It reported 11 employees.