Coos County Historical Society

Tax-deductible

Coos Bay, OR501(c)(3)EIN 93-0446513Revenue $617K in FY2024

On file with the IRScooshistory.org1210 N Front St, 97420-4904 · Coos Bay, ORTax-exempt since Nov 1946Publicly supported charity — 170(b)(1)(A)(vi)

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The Coos County Historical Society exists to enhance the intellectual, creative and civic life of Coos County and the surrounding area, by facilitating awareness of its history.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Run by 75 volunteers and 10 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $201K a year · 43% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $10K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$617K
+84% vs prior year
Spent
$621K
To programs
70%
Net assets
$9.1M
By yearFY2020–FY2024
Revenue
$617K
FY2024▲ +84%
Tap a bar for its year
Revenue by fiscal year
FY2020$360K
FY2021$379K
FY2022$620K
FY2023$336K
FY2024$617K
Expenses
$621K
FY2024▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$719K
FY2021$626K
FY2022$721K
FY2023$630K
FY2024$621K
Net assets
$9.1M
FY2024+0.07%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.7M
FY2021$9.5M
FY2022$9.4M
FY2023$9.1M
FY2024$9.1M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $438K Management & general 14% · $89K Fundraising 15% · $94K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$70,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Heather M Christenbury$70,000$70,846———
Marcia Hart—$14,583$70,000$68,564$67,083

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes awareness of local history to enrich community life.

Questions for Coos County Historical Society

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Provided by the organization

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1 program · $438K · in their own filed words · FY2024
01

The coos county historical society (CCHS), operating as the coos history museum, creates a better understanding of life in coos county and oregon's south coast, past and present, and our place in that life.

$438Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$10K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$617K
Ln 12
Gifts and grantsLn 1h$492K
Other incomeLn 4–11$74K
Fees for servicesLn 2g$42K
Money outPt IX
$621K
Ln 25
Programscol B$438K
Managementcol C$89K
Fundraisingcol D$94K
Owns and owesPt X
$9.1M
net assets · Ln 32
Cash and savingsLn 1–2$205K
Total assetsLn 16$9.1M
LiabilitiesLn 26$15K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$492K
Government grantsLn 1e$292K
Noncash giftsLn 1g$14K
Fundraising eventsLn 1c$78K
Fees for servicesLn 2g$42K
Investment incomeLn 3$9K
Other incomeLn 4–11$74K
Gains on assetsLn 7$4K
Total revenueLn 12$617K
Assets in detailPt X, end of year
CashLn 1$129K
SavingsLn 2$76K
Cash and savings togetherLn 1–2$205K
InvestmentsLn 11–13$200K
Land, buildings, equipmentLn 10c$8.7M
Total assetsLn 16$9.1M
LiabilitiesLn 26$15K
Net assetsLn 32$9.1M
OperationsPt I, VI
EmployeesI 510
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$173K$205K
InvestmentsLn 11–13$189K$200K
Land, buildings, equipmentLn 10c$8.7M$8.7M
Total assetsLn 16$9.1M$9.1M
LiabilitiesLn 26$14K$15K
Net assetsLn 32$9.1M$9.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$73K$52K$9K$11K
Other salaries and wagesLn 7$97K$70K$13K$15K
Other employee benefitsLn 9$961$692$125$144
Payroll taxesLn 10$15K$11K$2K$2K
Management feesLn 11a$5K$5K
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$13K$11K$1K$182
Information technologyLn 14$16K$12K$2K$2K
OccupancyLn 16$48K$30K$7K$11K
Conferences, conventions and meetingsLn 19$150$150
Depreciation, depletion and amortizationLn 22$301K$216K$39K$45K
InsuranceLn 23$17K$12K$2K$3K
Other expenses (24a–d)Ln 24$29K$19K$5K$5K
All other expensesLn 24e$240$193$45$2
Total functional expensesLn 25$621K$438K$89K$94K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $617K$621K−$4K$9.1M 990 PDF
FY2023 $336K$630K−$294K$9.1M 990 PDF
FY2022 $620K$721K−$101K$9.4M 990 PDF
FY2021 $379K$626K−$246K$9.5M 990 PDF
FY2020 $360K$719K−$359K$9.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $617,424 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $207,717$492,212
I-9 Program service revenuePrior year $46,173$42,273
I-10 Investment incomePrior year $9,156$9,196
I-11 Other revenuePrior year $72,945$73,743
I-12 Total revenuePrior year $335,991$617,424
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $171,583$185,172
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $458,674$436,040
I-18 Total expensesPrior year $630,257$621,212
I-19 Revenue less expensesPrior year −$294,266−$3,788
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $617,424 across 13 lines filed
Lines not itemized here account for $18,792 of total revenue; see the IRS return.
VIII-1b Membership dues$27,751
VIII-1c Fundraising events$77,879
VIII-1e Government grants$291,792
VIII-1f All other contributions, gifts and grants$94,790
VIII-1g Noncash contributions (included above)$14,395
VIII-1h Total contributions, gifts and grants$492,212
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,273$42,273
VIII-3 Investment incomeExcluded from tax $5,196$5,196
VIII-6 Net rental income or lossExcluded from tax $46,884$46,884
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,000$4,000
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,067$8,067
VIII-12 Total revenueRelated to mission $69,132 · Unrelated business $0 · Excluded from tax $56,080$617,424
Part IX · Statement of functional expenses $621,212 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,370 · Management $9,456 · Fundraising $10,910$72,736
IX-7 Other salaries and wagesPrograms $69,746 · Management $12,594 · Fundraising $14,530$96,870
IX-9 Other employee benefitsPrograms $692 · Management $125 · Fundraising $144$961
IX-10 Payroll taxesPrograms $10,515 · Management $1,899 · Fundraising $2,191$14,605
IX-11a Management feesManagement $4,580$4,580
IX-11c Accounting feesManagement $4,200$4,200
IX-12 Advertising and promotionPrograms $3,315$3,315
IX-13 Office expensesPrograms $11,352 · Management $1,364 · Fundraising $182$12,898
IX-14 Information technologyPrograms $11,728 · Management $2,118 · Fundraising $2,443$16,289
IX-16 OccupancyPrograms $29,922 · Management $6,938 · Fundraising $11,225$48,085
IX-19 Conferences, conventions and meetingsPrograms $150$150
IX-22 Depreciation, depletion and amortizationPrograms $216,429 · Management $39,077 · Fundraising $45,089$300,595
IX-23 InsurancePrograms $12,275 · Management $2,216 · Fundraising $2,557$17,048
IX-24 Other expenses (24a–d)Programs $19,083 · Management $4,784 · Fundraising $4,773$28,640
IX-24e All other expensesPrograms $193 · Management $45 · Fundraising $2$240
IX-25 Total functional expensesPrograms $437,770 · Management $89,396 · Fundraising $94,046$621,212
Part X · Balance sheet $9,123,465 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $91,666$129,111
X-2 Savings and temporary cash investmentsStart of year $80,998$75,640
X-4 Accounts receivableStart of year $4,405$6,131
X-8 Inventories for sale or useStart of year $23,744$22,396
X-9 Prepaid expenses and deferred chargesStart of year $1,427$4,991
X-10c Land, buildings and equipment, netStart of year $8,724,493$8,685,088
X-12 Other securitiesStart of year $103,018$109,447
X-13 Program-related investmentsStart of year $86,444$90,661
X-16 Total assetsStart of year $9,116,195$9,123,465
X-17 Accounts payable and accrued expensesStart of year $13,513$14,706
X-26 Total liabilitiesStart of year $13,513$14,706
X-27 Net assets without donor restrictionsStart of year $8,999,664$8,999,312
X-28 Net assets with donor restrictionsStart of year $103,018$109,447
X-32 Total net assets or fund balancesStart of year $9,102,682$9,108,759
X-33 Total liabilities and net assetsStart of year $9,116,195$9,123,465
Part XI · Reconciliation of net assets $9,108,759 net assets at year end
XI-1 Total revenue$617,424
XI-2 Total expenses$621,212
XI-3 Revenue less expenses−$3,788
XI-4 Net assets at start of year$9,102,682
XI-5 Net unrealized gains (losses) on investments$9,865
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,108,759

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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