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Oregon · Nonprofit

POLK COUNTY HISTORICAL SOCIETY

POLK COUNTY HISTORICAL SOCIETY (Oregon) receives grants from 7 organizations whose IRS filings report $116,477 to it, the largest being SWENSON RICHARD I TESTAMENTARY TRUST ($59,745). 5 of them have funded it in more than one year.

Revenue FY2025
$139k
Funders on record
7
Grants received
$116k
Net assets
$1.3M
5/7 repeat funderspeak grant-dependency 24%
01What it does

What Polk County Historical Society does

Mission

To encourage the study, knowledge and understanding of the history of the state of oregon and polk county. To collect, preserve, exhibit and interpret objects and publish information relating to the history of polk county. To acquire, exhibit and interpret the material culture of polk county and to build, operate and maintain a historical museum or museums in polk county.

As stated on its FY2025 Form 990.

Programs

  1. In 1990 the Polk County Historical Society moved the polk county museum from dallas oregon into a new building in rickreall oregon. The new museum opened february 12, 2000. The polk county museum houses the larges and most important local history research collection in polk county oregon. Its library includes oregon reference titles and county related histories and geneologies. Subject pamphlet files provide both broad and deep coverage on hundreds of subjects. The seperate document archive includes manuscript and scrapbook collections, including the polk county archives in their original format. The cc stevens audio/visual archive includes the large starfrin and swenson photographic collections, as well as many smaller collections, which are being catalogued, digitized, and printed for display and research. Recorded, transcribed, and filmed interviews of local residents have been digitiezed and are available for reviewing and copying. Artifact collections support a wide array of the interpretive displays, including basketry and stone tools crafted by indiginous kallapuya. On loan collections include antique vehicles, firearms and brewery equipment, a lumber carrier, and a vintage…

    $23,903 spent$3,994 earned by the program
    47% of program spending
  2. In 1975 the society acquired a portion of the harrison bunk century farm, located in eola, oregon. The 1861 house features original and period furnishings, as well as personal brunk family artifacts. The farmstead was recognized as the harrison brunk century farm in 1959 and is on the national registry of historic places. The farmstead includes an orchard house, carriage house with tool room, equipment barn with fully equiped blacksmith shop and original grainary. The grounds include contemporary ada compliant restrooms, parking and picnicing areas suitable for groups of up to 75 persons.

    $27,054 spent$3,128 earned by the program
    53% of program spending

The 2 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $50,957.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($85k) Expenses 100 ($52k) Net assets 100 ($790k)2018 Revenue 62 ($53k) Expenses 88 ($45k) Net assets 101 ($796k)2019 Revenue 91 ($77k) Expenses 123 ($63k) Net assets 103 ($816k)2020 Revenue 88 ($74k) Expenses 140 ($72k) Net assets 105 ($833k)2021 Revenue 135 ($114k) Expenses 213 ($110k) Net assets 106 ($837k)2022 Revenue 262 ($221k) Expenses 129 ($67k) Net assets 126 ($992k)2023 Revenue 370 ($313k) Expenses 163 ($85k) Net assets 154 ($1.2M)2024 Revenue 118 ($99k) Expenses 100 ($52k) Net assets 161 ($1.3M)2025 Revenue 164 ($139k) Expenses 133 ($69k) Net assets 169 ($1.3M)
'17'18'19'20'21'22'23'24'25
Revenue (164)Expenses (133)Net assets (169)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $992k to $1.2M (+23%).

$790k
$796k
$816k
$834k
$838k
$992k
$1.2M
$1.3M
$1.3M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 0% · 2018 0% · 2019 2% · 2020 0%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$33k
’17
$7k
’18
$14k
’19
$2k
’20
$4k
’21
$155k
’22
$228k
’23
$48k
’24
$70k
’25
105
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed131312121313131010
Joined·+3+0+1+3+0+2+1+3
No longer listed·31120243
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 3 funders, grant income rose $10k → $23k.

2 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 6% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of POLK COUNTY HISTORICAL SOCIETY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

POLK COUNTY HISTORICAL SOCIETY leans on a few funders — its largest provides 51% of grant income and the top three 92%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

51%
largest funder
92%
top three
~3
effective funders

Largest funder’s share by year: 2017 52% · 2018 100% · 2019 60% · 2020 39% · 2021 47% · 2022 96% · 2023 52% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

99% of POLK COUNTY HISTORICAL SOCIETY's grant income comes from Oregon funders.

NY
OR

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Oregon out of state home

Funder states come from each funder’s own filing. $7k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding POLK COUNTY HISTORICAL SOCIETY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $15k on record.

State$15k
Top programs
  • DISTRIBUTION TO NON-GOVERNMENTS$15k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like POLK COUNTY HISTORICAL SOCIETY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oregon

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

83% of spending goes to programs.

Program 83%Management 17%Fundraising 0%

Governance

10
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

43%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OR

Screen this organization

A dated, signed PDF of the compliance screen for POLK COUNTY HISTORICAL SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds POLK COUNTY HISTORICAL SOCIETY?
POLK COUNTY HISTORICAL SOCIETY (Oregon) receives grants from 7 organizations whose IRS filings report $116,477 to it, the largest being SWENSON RICHARD I TESTAMENTARY TRUST ($59,745). 5 of them have funded it in more than one year.
How many funders does POLK COUNTY HISTORICAL SOCIETY have?
IRS filings report 7 organizations giving $116,477 in grants to POLK COUNTY HISTORICAL SOCIETY, 5 of which have funded it in more than one year.
Who is the largest funder of POLK COUNTY HISTORICAL SOCIETY?
SWENSON RICHARD I TESTAMENTARY TRUST is the largest funder on record, with $59,745 in grants. The full list of funders is on this page.
How can an organization like POLK COUNTY HISTORICAL SOCIETY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Polk County Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing