Oregon · Nonprofit
SOUTHERN OREGON HISTORICAL SOCIETY INC
SOUTHERN OREGON HISTORICAL SOCIETY INC (Oregon) receives grants from 15 organizations whose IRS filings report $656,010 to it, the largest being THE OREGON COMMUNITY FOUNDATION ($518,272). 6 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $596k
- Funders on record
- 15
- Grants received
- $656k
- Net assets
- $547k
What Southern Oregon Historical Society Inc does
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.
As stated on its FY2025 Form 990.
Programs
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.
$408,253 spent$64,211 earned by the program67% of program spendingHanley 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.
$199,798 spent$68,393 earned by the program33% of program spending
The 2 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $608,051.
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. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.3M to $1.6M (+28%).
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.
Government-grant reliance: 2019 27% · 2021 13% · 2022 66% · 2023 83% · 2024 76% · 2025 75%. Grants only. Government contracts and fees sit inside program revenue.
84% of SOUTHERN OREGON HISTORICAL SOCIETY INC’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.
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.
Chief executive
William Brake
Executive director
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2024 and FY2025 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 8 funders, grant income rose $35k → $182k.
2 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 79% 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 SOUTHERN OREGON HISTORICAL SOCIETY INC’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
SOUTHERN OREGON HISTORICAL SOCIETY INC leans on a few funders — its largest provides 79% of grant income and the top three 86%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
80% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SOUTHERN OREGON HISTORICAL SOCIETY INC.
Largest funder’s share by year: 2017 97% · 2018 91% · 2019 76% · 2020 100% · 2021 100% · 2022 93% · 2023 59% — diversifying over time.
“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.
How long its funders stay
29% of SOUTHERN OREGON HISTORICAL SOCIETY INC's funders are still giving 3 years after their first grant; 40% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
79% of SOUTHERN OREGON HISTORICAL SOCIETY INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $138k that is directly attributable, 75% of it comes from Oregon funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $518k 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.
Against its field
SOUTHERN OREGON HISTORICAL SOCIETY INC holds deeper cash reserves than three-quarters of the 11,634 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 11,634 arts & culture nonprofits $100k–$1M, FY2025
Government funding SOUTHERN OREGON HISTORICAL SOCIETY INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.4M on record.
- DISTRIBUTION TO NON-PROFIT ORG$1.2M
- DISTRIBUTION TO COUNTIES$126k
- DISTRIBUTION TO NON-GOVERNMENTS$43k
- DISTRIBUTION TO FOR-PROFIT SUBRECIPIENT$36k
- PROF DEV INSTATE TRAVEL MISC EXPENSE$170
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 SOUTHERN OREGON HISTORICAL SOCIETY INC
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
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
90% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for SOUTHERN OREGON HISTORICAL SOCIETY INC: 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.
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 SOUTHERN OREGON HISTORICAL SOCIETY INC?
- SOUTHERN OREGON HISTORICAL SOCIETY INC (Oregon) receives grants from 15 organizations whose IRS filings report $656,010 to it, the largest being THE OREGON COMMUNITY FOUNDATION ($518,272). 6 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does SOUTHERN OREGON HISTORICAL SOCIETY INC have?
- IRS filings report 15 organizations giving $656,010 in grants to SOUTHERN OREGON HISTORICAL SOCIETY INC, 6 of which have funded it in more than one year.
- Who is the largest funder of SOUTHERN OREGON HISTORICAL SOCIETY INC?
- THE OREGON COMMUNITY FOUNDATION is the largest funder on record, with $518,272 in grants. The full list of funders is on this page.
- How can an organization like SOUTHERN OREGON HISTORICAL SOCIETY INC 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.
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 15 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