2026-09-15T17:52:03-05:00 2025-12-31 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2025-01-01 930391599 OREGON HISTORICAL SOCIETY OREG 5032221741 1200 SW PARK AVENUE PORTLAND OR 97205 KERRY TYMCHUK EXECUTIVE DIRECTOR 5032221741 2026-09-15 1 YEE LEE MCGEE P01294356 5032222515 2025 KERRY TYMCHUK 1200 SW PARK AVENUE PORTLAND OR 97205 10769917 0 X WWW.OHS.ORG X 1898 OR FOR MORE THAN 125 YEARS, THE OREGON HISTORICAL SOCIETY HAS SERVED AS THE STATE'S COLLECTIVE MEMORY, PRESERVING A VAST COLLECTION OF OBJECTS, PHOTOGRAPHS, MAPS, MANUSCRIPT MATERIALS, BOOKS, FILMS, AND ORAL HISTORIES. THE RESEARCH LIBRARY, MUSEUM, DIGITAL PLATFORMS, EDUCATIONAL PROGRAMMING, AND HISTORICAL JOURNAL MAKE OREGON'S HISTORY OPEN AND ACCESSIBLE TO ALL. OHS EXISTS BECAUSE HISTORY IS POWERFUL, AND BECAUSE A HISTORY AS DEEP AND AS RICH AS OREGON'S CANNOT BE CONTAINED WITHIN A SINGLE STORY OR POINT OF VIEW. 37 37 77 172 17488 0 10694822 9146634 618652 483068 689851 771623 407981 299048 12411306 10700373 21328 69000 0 0 6506125 6778910 0 0 1296393 5623033 5167678 12150486 12015588 260820 -1315215 47208193 49218166 2294864 2379245 44913329 46838921 X THE OREGON HISTORICAL SOCIETY (OHS) PRESERVES OUR STATE'S HISTORY AND MAKES IT ACCESSIBLE TO EVERYONE IN WAYS THAT ADVANCE KNOWLEDGE AND INSPIRE CURIOSITY ABOUT ALL THE PEOPLE, PLACES, AND EVENTS THAT HAVE SHAPED OREGON. 0 0 4016328 580273 EXHIBITIONS: THE OREGON HISTORICAL SOCIETY SHARES OREGON AND BROADER AMERICAN HISTORY THROUGH ORIGINAL AND TRAVELING EXHIBITIONS. DESIGNED TO MAKE HISTORY VISIBLE AND ACCESSIBLE FOR ALL AGES, OHS'S MUSEUM FEATURES THREE PERMANENT INSTALLATIONS - INCLUDING THE AWARD-WINNING EXHIBITION EXPERIENCE OREGON - THAT HIGHLIGHT OBJECTS AND ARCHIVAL MATERIALS FROM OHS'S COLLECTIONS. THE MUSEUM PRESERVES THOUSANDS OF OBJECTS, TEXTILES, ARTWORKS, AND BELONGINGS, MANY WHICH CAN BE ACCESSED ONLINE THROUGH THE MUSEUM COLLECTION PORTAL. CONTINUED ON SCHEDULE O.IN 2025, OHS OPENED THE YASUI FAMILY: AN AMERICAN STORY. THROUGH PHOTOGRAPHS, PERSONAL JOURNALS, DOCUMENTS, AND OBJECTS, THE EXHIBITION EXPLORES HOW ONE JAPANESE AMERICAN FAMILY'S STORY REFLECTS THE COMPLEXITY OF THE AMERICAN STORY. WHILE YASUI FAMILY MEMBERS ENDURED RACISM AND INCARCERATION, THEY ALSO SHARED A COMMITMENT TO EQUAL JUSTICE THROUGH ENGAGEMENT WITH THE LOCAL, STATE, AND NATIONAL FORCES THAT DETERMINED - AND WITHHELD - THEIR CIVIL RIGHTS. THIS EXHIBITION WAS POSSIBLE THANKS TO A RECENT GRANT PROJECT TO DIGITIZE AND TRANSLATE ITEMS FROM THE YASUI BROTHERS CO. BUSINESS RECORDS AND YASUI FAMILY PAPERS, BOTH PRESERVED IN OHS'S RESEARCH LIBRARY. A PROGRAM SERIES WAS CREATED TO COINCIDE WITH THE EXHIBITION AND EXPLORED THEMES OF CITIZENSHIP, IMMIGRATION, AND BELONGING. OTHER ORIGINAL EXHIBITIONS ON VIEW IN 2025 INCLUDED AN EXPLORATION OF OREGON AVIATION HISTORY, A PHOTOGRAPHIC EXHIBITION EXPLORING THE CHANGING LANDSCAPE ALONG THE OREGON SKYLINE TRAIL, AND A DISPLAY OF PHOTOGRAPHS AND OBJECTS FROM THE JUNE DRAKE MUSEUM AND LIBRARY COLLECTIONS. THOUSANDS OF PEOPLE ATTENDED PUBLIC PROGRAMS IN 2025, ANCHORED BY DORIS KEARNS GOODWIN AND AN IMPRESSIVE MARK O. HATFIELD LECTURE SERIES LINE UP OF NIKOLE HANNAH-JONES, LINDSAY CHERVINSKY, STEVE INSKEEP, AND HAMPTON SIDES. 3544166 19560 RESEARCH LIBRARY: THE OREGON HISTORICAL SOCIETY'S RESEARCH LIBRARY IS AN INVALUABLE RESOURCE FOR LEARNING ABOUT THE PAST AND PROVIDING CONTEXT ON THE PRESENT. THE LIBRARY PRESERVES THE WORLD'S LARGEST COLLECTION OF OREGON-RELATED MATERIALS, DOCUMENTING THE PEOPLE, PLACES, AND EVENTS THAT HAVE SHAPED OREGON'S HISTORY. VISITORS CAN ENJOY BROAD ACCESS TO THESE MATERIALS, BOTH IN THE LIBRARY'S RENOVATED READING ROOM AND ONLINE THROUGH OHS'S DIGITAL COLLECTIONS AND DIGITAL HISTORY RESOURCES.CONTINUED ON SCHEDULE O.THESE COLLECTIONS BROADEN AND ENRICH THE UNDERSTANDING AND INTERPRETATION OF THE CULTURAL, POLITICAL, RELIGIOUS, SOCIAL, ECONOMIC, SCIENTIFIC, AND TECHNOLOGICAL LIFE IN OREGON. THE RESEARCH LIBRARY ONLINE CATALOG IS THE PRIMARY POINT OF DISCOVERY FOR RESEARCHERS SEEKING TO USE ITS HOLDINGS. ARCHIVAL COLLECTIONS ARE ALSO DESCRIBED IN MORE DETAIL IN ARCHIVES WEST, AN ONLINE CONSORTIAL RESOURCE FOR ACADEMIC AND RESEARCH LIBRARIES IN THE PACIFIC NORTHWEST AND MOUNTAIN STATES. THE LIBRARY'S DIGITAL ARCHIVE, OHS DIGITAL COLLECTIONS, PROVIDES DIRECT ONLINE ACCESS WORLDWIDE TO A SELECTION OF OHS'S LIBRARY MATERIALS. A ROBUST SUITE OF DIGITAL HISTORY WEBSITES, INCLUDING THE OREGON HISTORY PROJECT, THE OREGON ENCYCLOPEDIA, AND THE OREGON HISTORY WAYFINDER, PROVIDE PRIMARY SOURCES AND AUTHORITATIVE CONTENT THAT SUPPORT EDUCATION AND RESEARCH, WITH BROAD APPEAL TO A GENERAL AUDIENCE. THE RESEARCH LIBRARY PROVIDES RESEARCH SUPPORT TO ALL OHS PROGRAMS AND DEPARTMENTS AND COLLABORATES WIDELY WITH COMMUNITY PARTNERS FROM AROUND THE STATE. THE LIBRARY IS FREE AND OPEN TO EVERYONE, NO APPOINTMENT NECESSARY, AND REFERENCE STAFF ASSIST THOUSANDS OF RESEARCHERS ANNUALLY, IN PERSON AND REMOTELY. OHS ALSO PUBLISHES THE OREGON HISTORICAL QUARTERLY (OHQ), WHICH BRINGS WELL-RESEARCHED, WELL-WRITTEN HISTORY ABOUT OREGON AND THE PACIFIC NORTHWEST TO BOTH SCHOLARS AND GENERAL READERS. OHQ AMPLIFIES KNOWLEDGE AND PERSPECTIVES THAT TRADITIONAL SCHOLARSHIP HAS OFTEN SILENCED AND SPARKS RELEVANT CONVERSATIONS ABOUT HISTORY. THE OREGON HISTORICAL QUARTERLY PUBLISHED A SPECIAL ISSUE IN FALL 2025, "HUMAN EXPERIENCE IN THE OREGON GREAT BASIN," IN WHICH AUTHORS EXPLORE LAND AND RESOURCES, SMOKING PIPES AND TOBACCO USE, COLLABORATIVE ARCHAEOLOGICAL PRACTICES, PEOPLE AND CLIMATE, CONSERVING ELK WITH ARCHAEOLOGY, AND DECOLONIZING ARCHAEOLOGY THROUGH INDIGENOUS COLLABORATION. 1778782 69000 30085 EDUCATIONAL PROGRAMS: OHS HELPS BRING DIVERSE, COMPLEX HISTORY TO STUDENTS AND EDUCATORS BY PROVIDING FREE EDUCATIONAL MATERIALS AND CURRICULUM AND BY HOSTING PROFESSIONAL-DEVELOPMENT WORKSHOPS. OHS SPONSORS OREGON HISTORY DAY, PART OF NATIONAL HISTORY DAY, A PROJECT-BASED RESEARCH CURRICULUM PROGRAM FOR MIDDLE AND HIGH SCHOOL STUDENTS. OHS'S TRAVELING TRUNKS GIVE STUDENTS A HANDS-ON WAY TO EXPLORE HISTORY THROUGH OBJECTS, MAPS, AND LESSON PLANS ON A VARIETY OF TOPICS SPANNING OREGON'S VAST GEOGRAPHY AND DIVERSE PEOPLES. OHS ALSO OFFERS GUIDED AND SELF-GUIDED EXHIBITION TOURS, WHICH ARE FREE FOR ALL OREGON SCHOOL GROUPS. CONTINUED ON SCHEDULE O.GUIDED BY INSIGHT FROM GROUPS OF EDUCATIONAL ADVISORS FROM ACROSS THE STATE, OHS CONTINUED TO EXPAND ITS RESOURCES FOR EDUCATORS. IN 2025, OHS HOSTED ITS FIRST ETHNIC STUDIES SUMMER INSTITUTE TO HELP TEACHERS PREPARE TO TEACH THE NEW ETHNIC STUDIES STANDARDS AND CONTINUED TO GROW RESOURCES SUCH AS CLASSROOM-READY LESSON PLANS AND THE TRAVELING TRUNK PROGRAM. SCHOOL TOURS IN OHS'S MUSEUM FILLED THE CALENDAR, AND NEWLY AVAILABLE BILINGUAL TOURS IN SPANISH AND ENGLISH WERE INCREASINGLY POPULAR.OHS SHARES RESEARCH AND COMMUNITY KNOWLEDGE WITH THE PUBLIC THROUGH DOZENS OF PROGRAMS. MANY ARE HOSTED AT THE DOWNTOWN LOCATION AND MOST ARE AVAILABLE TO EVERYONE FREE OF CHARGE. PROGRAMS IN 2025 INCLUDED, FOR EXAMPLE, A WORKSHOP INTRODUCTION TO OHS'S RESEARCH LIBRARY; PANEL DISCUSSIONS ON COLEGIO CESAR CHAVEZ, AVIATION HISTORY IN OREGON, AND THE DONNA POLLACH PHOTOGRAPH COLLECTION (RELATED TO OHS MUSEUM EXHIBITIONS); AND CELEBRATIONS OF NEW HISTORICAL BOOKS ON NOTABLE OREGONIANS. OHS RECORDS MANY PUBLIC PROGRAMS AND MAKES THEM AVAILABLE TO EVERYONE ON ITS WEBSITE. 9339276 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 61 0 77 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X GLYNIS JONES CHIEF FINANCIAL OFFICER 5033065202 1200 SW PARK AVENUE PORTLAND OR 97205 PETER NICKERSON BOARD PRESIDENT 1.00 X X 0 0 0 JULIEANN PARK BOARD VICE PRESIDENT 1.00 X X 0 0 0 ROBERTA 'BOBBIE' CONNOR BOARD SECRETARY 1.00 X X 0 0 0 ERIN ZOLLENKOPF BOARD TREASURER 1.00 X X 0 0 0 FRANCO ALBI BOARD DIRECTOR 1.00 X 0 0 0 KRISTIN ANDERSON BOARD DIRECTOR 1.00 X 0 0 0 PAUL ANDREWS BOARD DIRECTOR 1.00 X 0 0 0 WILLIAM CASEY OBIE BARRET BOARD DIRECTOR 1.00 X 0 0 0 SUZANNE BISHOP BOARD DIRECTOR 1.00 X 0 0 0 KEN BODDIE BOARD DIRECTOR 1.00 X 0 0 0 KELLY DOUGLAS BOARD DIRECTOR 1.00 X 0 0 0 EMILY FLYNN BOARD DIRECTOR 1.00 X 0 0 0 TONY GARVEY BOARD DIRECTOR 1.00 X 0 0 0 CHARLES S HOWARD JR BOARD DIRECTOR 1.00 X 0 0 0 GREGORY KELLER BOARD DIRECTOR 1.00 X 0 0 0 MARILYN LOY BOARD DIRECTOR 1.00 X 0 0 0 DR CHERSTIN LYON BOARD DIRECTOR 1.00 X 0 0 0 JUDGE JUDITH MATARAZZO BOARD DIRECTOR 1.00 X 0 0 0 JEFFREY MCKEOWN BOARD DIRECTOR 1.00 X 0 0 0 NATHAN MCKINSTRY BOARD DIRECTOR 1.00 X 0 0 0 DR DINELLI MONSON BOARD DIRECTOR 1.00 X 0 0 0 DARREN NAKATA BOARD DIRECTOR 1.00 X 0 0 0 BRENDAN O'SCANNLAIN BOARD DIRECTOR 1.00 X 0 0 0 JAMES PARKER BOARD DIRECTOR 1.00 X 0 0 0 PETROS PELOS BOARD DIRECTOR 1.00 X 0 0 0 STEVE ROE BOARD DIRECTOR 1.00 X 0 0 0 JOHN RUSSELL BOARD DIRECTOR 1.00 X 0 0 0 DANIEL SANTOS BOARD DIRECTOR 1.00 X 0 0 0 LINDA SHELK BOARD DIRECTOR 1.00 X 0 0 0 JENNIFER SITTON BOARD DIRECTOR 1.00 X 0 0 0 MONICA SPADY BOARD DIRECTOR 1.00 X 0 0 0 GREGORY SPECHT BOARD DIRECTOR 1.00 X 0 0 0 LISA WATSON BOARD DIRECTOR 1.00 X 0 0 0 CATHERINE JO WHITSELL BOARD DIRECTOR 1.00 X 0 0 0 MARINUS W WIEWEL BOARD DIRECTOR 1.00 X 0 0 0 JOHN WILSON BOARD DIRECTOR 1.00 X 0 0 0 PIA WILSON-BODY BOARD DIRECTOR 1.00 X 0 0 0 KERRY TYMCHUK EXECUTIVE DIRECTOR 40.00 X 332286 0 13524 SHERI NEAL CFO (THRU JUNE 2025) 40.00 X 105995 0 11745 GLYNIS JONES CFO (BEG. JUNE 2025) 40.00 X 73713 0 7647 DWIGHT PETERSON CHIEF INFORMATION OFFICER 40.00 X 149060 0 21871 ELIZA CANTY-JONES CPO/EDITOR 40.00 X 124044 0 20536 JOSH F COY FACILITIES DIRECTOR 40.00 X 128664 0 15623 NICOLE YASUHARA MUSEUM DIRECTOR 40.00 X 117241 0 20297 RACHEL RANDLES CHIEF MARKETING & COM. OFFICER 40.00 X 115390 0 20763 1146393 0 132006 12 0 1 0 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 CONSTRUCTION 750099 UPSWELL LLC 555 SE MARTIN LUTHER KING JR BLV PORTLAND OR 97214 PROJECT DESIGN 328473 PAVELCOMM INC 1640 NW 14TH AVENUE PORTLAND OR 97209 COMPUTER SUPPORT 186425 HMS COMMERCIAL SERVICE INC 4103 SE INTERNATIONAL WAY MILWAUKIE OR 97222 HVAC 171282 DEVIL'S FOOD 2240 N INTERSTATE AVENUE SUITE 26 PORTLAND OR 97227 CATERING 140694 10 277951 5153472 3715211 135632 9146634 PROGRAM SERVICE FEES 519200 353078 353078 ADMISSIONS 900099 129990 129990 483068 771623 771623 134710 0 134710 134710 134710 198055 69544 128511 111023 17488 MISCELLANEOUS 900099 35827 35827 35827 10700373 629918 17488 906333 69000 69000 544910 115259 314392 115259 4757564 3147553 1102413 507598 167247 109820 39743 17684 819815 516351 205968 97496 489374 302592 129357 57425 5243 5243 37300 37300 1075249 697869 362339 15041 112327 107443 3284 1600 617250 402422 150990 63838 483196 65192 418004 803710 803710 104269 68216 8532 27521 340464 197272 25321 117871 1265987 1142502 46999 76486 113884 113884 OTHER 113343 17232 68645 27466 TRAINING AND DUES 76824 25805 40494 10525 TAXES 18632 18632 IND. COSTS ALLOCATION 0 2354748 -2515331 160583 12015588 9339276 1379919 1296393 1726186 1078061 6499846 6925046 2170866 732923 358267 25947 80732 104098 482572 495635 31942500 19442231 12359539 12500269 11650180 14949667 11880005 12406520 47208193 49218166 616229 720661 549505 626678 1129130 1031906 2294864 2379245 X 20180503 20501775 24732826 26337146 44913329 46838921 47208193 49218166 X -1315215 1634723 1606084 X 0 1 X 1 0 X 7146579 11591156 6134775 6914490 5570648 37357648 3232550 3424474 3742657 3780332 3575986 17755999 10379129 15015630 9877432 10694822 9146634 55113647 2059304 53054343 207785 393399 516285 789283 906333 2813085 1967 3873 2785 23375 17488 49488 110971 124564 72290 197547 35827 541199 58517419 2799243 0.90660 0.91040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 85,356. 2022 AMOUNT: $ 124,564. 2023 AMOUNT: $ 72,290. 2024 AMOUNT: $ 197,547. 2025 AMOUNT: $ 35,827. INSURANCE PROCEEDS - 2021 AMOUNT: $ 25,615. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10719195 10719195 685960 171490 0 0 607683 626396 696786 685960 2616825 3925238 151921 156599 174197 171490 654207 981311 X X X X 0 16239677 535732 2558553 703728 18630234 15275458 5100 1647101 687982 16239677 14358791 1466417 549750 15275458 13553686 3001807 -1658424 538278 14358791 11752096 25319 2258850 482579 13553686 1.00000 1 0 1242203 1242203 25338865 15660034 9678831 4784481 3782197 1002284 576951 576951 12500269 BENEFICIAL INTEREST IN CHARITABLE TRUSTS 319464 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 11192808 RIGHT-OF-USE ASSETS - OPERATING LEASES 894248 12406520 LEASE OBLIGATIONS - OPERATING LEASES 1031906 1031906 14053424 1634723 42700 1606084 3283507 10769917 -69544 -69544 10700373 12127832 42700 69544 112244 12015588 0 12015588 PART III, LINE 1A: EACH YEAR, OHS RECEIVES THE DONATION OF A NUMBER OF VALUABLE RESEARCH COLLECTIONS. AS A RESULT, OHS'S COLLECTIONS CONTAIN THOUSANDS OF RARE BOOKS, FILM AND SOUND RECORDINGS, MANUSCRIPTS, MAPS, AND PHOTOGRAPHS, WHICH ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICES AND OHS'S OVERALL MISSION. CONSISTENT WITH THE POLICY FOLLOWED BY MANY MUSEUMS AND HISTORICAL SOCIETIES, AND AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, CONTRIBUTIONS OF HISTORICAL OBJECTS, MATERIALS, AND SIMILAR ASSETS HELD AS PART OF OHS'S COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED IN THE FINANCIAL STATEMENTS. SUCH ITEMS THAT HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. FOR THE YEAR ENDED DECEMBER 31, 2025, THERE WERE $798 IN COSTS ASSOCIATED WITH THE ACQUISITION OF COLLECTION ITEMS. IN ADDITION, PURSUANT TO OHS'S POLICY, PROCEEDS FROM THE SALE OF COLLECTION ITEMS AND RELATED INSURANCE SETTLEMENTS ARE RECORDED AMONG NET ASSETS WITH DONOR RESTRICTIONS, TO BE USED FOR FURTHER ACQUISITIONS OR THE CARE OF THE COLLECTION. NO COLLECTION ITEMS WERE SOLD DURING THE YEAR ENDED DECEMBER 31, 2025. EXPENDITURES FOR EXHIBITIONS AND PROGRAMS ARE NOT CAPITALIZED, NOR ARE THE COSTS ASSOCIATED WITH EXHIBITIONS AND PROGRAMS THAT WILL NOT OPEN TO THE PUBLIC UNTIL A FUTURE PERIOD. PART III, LINE 4: THE OREGON HISTORICAL SOCIETY IS DEDICATED TO MAKING OREGON'S LONG RICH HISTORY VISIBLE AND ACCESSIBLE TO ALL. FOR MORE THAN 125 YEARS, WE HAVE SERVED AS THE STATE'S COLLECTIVE MEMORY GATHERING AND PRESERVING A VAST COLLECTION OF MILLIONS OF UNIQUE ITEMS IN A VARIETY OF FORMATS, INCLUDING THREE-DIMENSIONAL OBJECTS, CLOTHING, ARTWORKS, PHOTOGRAPHS, MANUSCRIPTS, MAPS, ORAL HISTORIES, SOUND RECORDINGS, FILMS AND VIDEO RECORDINGS. THE COLLECTION COVERS A WIDE RANGE OF TOPICS AND OFFERS OPPORTUNITIES FOR VISITORS AND RESEARCHERS TO DEEPEN THEIR UNDERSTANDING OF THE MANY PEOPLES, PLACES, AND EVENTS THAT HAVE SHAPED OREGON AND THE PACIFIC NORTHWEST. WE SHARE OUR EXTENSIVE COLLECTION THROUGH THOUGHT-PROVOKING MUSEUM EXHIBITIONS AND ROBUST DIGITAL PLATFORMS. WE BRING HISTORY DIRECTLY TO OREGON'S STUDENTS IN WAYS THAT BRIDGE GAPS OF TIME AND PERSPECTIVE, AND WE SUPPORT LIFELONG LEARNING THROUGH OUR MANY PUBLIC LECTURES AND EVENTS. PART V, LINE 4: THE ENDOWMENT FUND EARNINGS WILL BE USED TO SUPPORT OHS'S GENERAL OPERATIONS AS WELL AS SPECIFIC ACTIVITIES AND PROGRAMS, AS DESIGNATED BY DONORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN THE BENEFICIAL INTEREST OF ASSET HELD BY OCF 1,568,913. NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 37,171. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -69,544. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 69,544. X X 0 0 0 0 0 0 0 1 0 KERRY TYMCHUK EXECUTIVE DIRECTOR 292286 0 40000 0 0 0 11691 0 1833 0 345810 0 0 0 DWIGHT PETERSON CHIEF INFORMATION OFFICER 149060 0 0 0 0 0 7465 0 14406 0 170931 0 0 0 PART I, LINE 7 KERRY TYMCHUK, EXECUTIVE DIRECTOR, RECEIVED A BONUS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. SHERI NEAL, CHIEF FINANCIAL OFFICER, RECEIVED A BONUS DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR. ADDITIONAL DISCRETIONARY BONUS WERE ALSO AWARDED TO SPECIFIC EMPLOYEES IN THE CALENDAR YEAR 2025. X 1631 MARKET VALUE X 12 91607 QUOTED MARKET PRICE X 6 38339 MARKET VALUE X 167 X SUPPLIES 3 4055 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 OHS IS A NONPROFIT MEMBER-SUPPORTED ORGANIZATION. OHS HAS TWO MEMBERSHIP CATEGORIES PER ITS BYLAWS: "ACTIVE MEMBERS AND "LIFETIME MEMBERS." A PERSON MAY BECOME AN ACTIVE MEMBER BY PAYING THE APPLICABLE ANNUAL DUES. EACH MEMBER IS ELIGIBLE TO VOTE AT THE ANNUAL MEETING OF THE MEMBERSHIP AND ON MATTERS SUBMITTED TO THE MEMBERS BY WRITTEN BALLOT. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED THROUGH AN ONLINE BALLOT SENT TO OREGON HISTORICAL SOCIETY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE BOARD PRESIDENT, TREASURER, EXECUTIVE DIRECTOR, AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS VIA EMAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE GIVEN A CONFLICT-OF-INTEREST POLICY AND DISCLOSURE FORM ANNUALLY; DOCUMENTATION IS MAINTAINED WITH THE ADMINISTRATION DEPARTMENT. THE CONFLICT-OF-INTEREST POLICY IS ALSO PROVIDED TO EACH BOARD MEMBER AT ORIENTATION. BOARD MEMBERS ARE REQUIRED TO MAKE DISCLOSURES AS CONFLICTS ARISE PER THE BYLAWS. THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT ARE RESPONSIBLE FOR MONITORING AND ENFORCING THE CONFLICT-OF-INTEREST POLICY FOR BOTH BOARD MEMBERS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY, USING COMPARABILITY DATA FROM AN OUTSIDE VENDOR. EACH YEAR, AT THE DECEMBER BOARD MEETING, THEY DELIBERATE, DETERMINE COMPENSATION AMOUNTS FOR THE FOLLOWING YEAR, AND VOTE FOR APPROVAL. THE EXECUTIVE DIRECTOR ALSO REVIEWS COMPARISON DATA FROM AN OUTSIDE VENDOR IN DETERMINING KEY EMPLOYEES' COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 OHS'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. OHS WILL CONSIDER REQUESTS ON AN INDIVIDUAL BASIS. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, OHS.ORG, AND UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN THE FAIR VALUE OF SPLIT-INTEREST AGREEMENTS 37,171. NET CHANGE IN THE BENEFICIAL INTEREST OF ASSETS HELD BY OCF 1,568,913.