Nonprofit · EIN 93-0383321
SOUTHERN OREGON HISTORICAL SOCIETY
Also known as Southern Oregon Historical Society Foundation
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $596,232 | $672,165 | -$75,933 | $1,641,844 | $1,094,544 | $547,300 |
| December 31, 2024 | 990 | $702,058 | $642,471 | $59,587 | $1,281,394 | $658,161 | $623,233 |
| December 31, 2023 | 990 | $830,379 | $537,346 | $293,033 | $1,303,662 | $740,016 | $563,646 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $503,037
- of which government grants
- $445,986
- Membership dues
- $37,046
- Program service revenue
- $88,449
- Investment income
- $4,746
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $50,526
- Other salaries and wages
- $136,226
- Salaries, compensation and benefits (total)
- $204,479
- Professional fundraising fees
- $0
- Legal fees
- $106,565
- Occupancy
- $256,562
- Depreciation
- $49,496
- Program services (functional)
- $608,051
- Management and general (functional)
- $64,114
Balance sheet and other
- Total assets, start of year
- $1,281,394
- Total assets, end of year
- $1,641,844
- Total liabilities, end of year
- $1,094,544
- Net assets, end of year
- $547,300
- Land, buildings and equipment
- $499,286
- Net assets without donor restrictions
- $547,300
- Gross receipts
- $596,232
- Employees
- 11
- Volunteers
- 150
- Year formed
- 1946
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM BRAKE | EXECUTIVE DIRECTOR Officer | 36 | $50,526 |
| DOUG MCGEARY | TRUSTEE PRESIDENT Trustee or director, Officer | 30 | $0 |
| SHEILA BAKER | TRUSTEE SECRETARYTREASURER Trustee or director, Officer | 30 | $0 |
| CAROLYN KINGSNORTH | TRUSTEE VICE PRESIDENT Trustee or director, Officer | 30 | $0 |
| GREG APPLEN | TRUSTEE Trustee or director | 5 | $0 |
| DOUGLAS SMITH | TRUSTEE Trustee or director | 5 | $0 |
| ANNE ROOT | TRUSTEE Trustee or director | 5 | $0 |
| JIM TEECE | TRUSTEE Trustee or director | 5 | $0 |
| NIKKI HART BRINKLEY | TRUSTEE Trustee or director | 5 | $0 |
| CHELSEA ROSE | TRUSTEE Trustee or director | 5 | $0 |
| DAVID SOMMERS | TRUSTEE Trustee or director | 5 | $0 |
| JASON ALLEN | TRUSTEE Trustee or director | 10 | $0 |
| SEAN MCENROE | TRUSTEE Trustee or director | 10 | $0 |
| KERRY TYMCHUCK | HONORARY LIFETIME TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON KRAMER | EXECUTIVE DIRECTOR Trustee or director, Officer | 32 | $35,416 |
| GREG APPLEN | TRUSTEE Trustee or director | 5 | $0 |
| BOB RUSSELL | TRUSTEE Trustee or director | 5 | $0 |
| DOUGLAS SMITH | TRUSTEE Trustee or director | 5 | $0 |
| ANNE ROOT | TRUSTEE Trustee or director | 5 | $0 |
| JIM TEECE | TRUSTEE Trustee or director | 5 | $0 |
| NIKKI HART BRINKLEY | TRUSTEE Trustee or director | 5 | $0 |
| CHELSEA ROSE | TRUSTEE Trustee or director | 5 | $0 |
| DAVID SOMMERS | TRUSTEE Trustee or director | 5 | $0 |
| DOUG MCGEARY | TRUSTEE PRESIDENT Trustee or director, Officer | 30 | $0 |
| SHEILA BAKER | TRUSTEE SECRETARYTREASURER Trustee or director, Officer | 30 | $0 |
| CAROLYN KINGSNORTH | TRUSTEE VICE PRESIDENT Trustee or director, Officer | 30 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON KRAMER | EXECUTIVE DIRECTOR Trustee or director | 30 | $50,000 |
| DOUGLAS SMITH | DIRECTOR Trustee or director | 5 | $0 |
| ANNE ROOT | DIRECTOR Trustee or director | 5 | $0 |
| JIM TEECE | DIRECTOR Trustee or director | 5 | $0 |
| BOB RUSSELL | DIRECTOR Trustee or director | 5 | $0 |
| GREG APPLEN | DIRECTOR Trustee or director | 5 | $0 |
| DOUG MCGEARY | PRESIDENT Trustee or director, Officer | 20 | $0 |
| SHEILA BAKER | SECRETARYTREASURER Trustee or director, Officer | 24 | $0 |
| CAROLYN KINGSNORTH | VICE PRESIDENT Trustee or director, Officer | 24 | $0 |
Address and contacts
- Address (IRS master file)
- 106 N CENTRAL AVE, MEDFORD, OR 97501-5926
- In care of
- % SHEILA BAKER
- Mailing address (990-N for 2011)
- 106 N Central Ave, Medford OR 97501
- Principal officer (990-N for 2011)
- Tam Moore president, 106 N Central Ave, Medford OR 97501
- Signed the 990
- SHEILA BAKER, TRUSTEE SECRETARYTREASURER
- Phone
- (541) 622-2025
- Website
- www.sohs.org
- Return prepared by
- AG TAX SERVICE
Mission
COLLECT, PRESERVE AND DISPLAY OBJECTS RELATING TO THE SCOPE AND DIVERSITY OF THE HUMAN EXPERIENCE IN JACKSON COUNTY AND THE SOUTHERN OREGON REGION. THROUGH THESE EFFORTS, GENERATE AN APPRECIATION OF REGIONAL HISTORY FOR ALL TO APPRECIATE.
Program accomplishments
- THE MISSION OF THE SOCIETY IS TO BRING HISTORY ALIVE BY COLLECTING,PREESERVING ANS SHARING THE STORIES AND ARTIFACTS OF OUR REGIONS PAST. THROUGH ITS INTERPRETIVE PROGRAMS,COLLECTIONS AND PUBLICATIONS. THE SOCIETY STRIVES TO EDUCATE THE PUBLIC AND GENERATE AN APPRECIATION OF REGIONAL HISTORY FOR PRESENT AND FUTURE GENERATIONS.Expenses $408,253 · revenue $64,211
- HANLEY FARMS HISTORIC WORKING FARM. PRESERVE AND INTERPRET HANLEY FARM AS A HISTORIC WORKING FARM AND USE THE PROPERTY TO EDUCATE THE PUBLIC ABOUT SOUTHERN OREGONS AGRICULTURAL, SETTLEMENT, AND CULTURAL HISTORY THROUGH LIVING-HISTORY PROGRAMS, TOURS, DEMONSTRATIONS, AND COMMUNITY EVENTS.Expenses $199,798 · revenue $68,393
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0383321
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,641,844
- Income (IRS master file)
- $596,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $596,232 | $672,165 | $1,641,844 | XML |
| 990 | December 2024 | $702,058 | $642,471 | $1,281,394 | XML |
| 990 | December 2023 | $830,379 | $537,346 | $1,303,662 | XML |
| 990 | December 2022 | $362,799 | $412,690 | $975,973 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Tam Moore president | June 30, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0383321).
Questions about SOUTHERN OREGON HISTORICAL SOCIETY
- What is the EIN of SOUTHERN OREGON HISTORICAL SOCIETY?
- The employer identification number (EIN) of SOUTHERN OREGON HISTORICAL SOCIETY is 93-0383321.
- Is SOUTHERN OREGON HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to SOUTHERN OREGON HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN OREGON HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN OREGON HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN OREGON HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTHERN OREGON HISTORICAL SOCIETY?
- The 990-N for 2011 names Tam Moore president.
- Who are the officers and directors of SOUTHERN OREGON HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $50,526 (WILLIAM BRAKE, EXECUTIVE DIRECTOR).
- How much revenue does SOUTHERN OREGON HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $596,232, expenses of $672,165 and total assets of $1,641,844 at year end.
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All nonprofits in MEDFORD · Oregon · Arts, culture and humanities