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Upper Swan Valley Historical Society Inc

Swan Valley Historical Society

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$55.2k (2023)

Expenses
$54.6k (2023)

Total Assets
$318k (2023)

Total Liabilities
$763 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,182
Expenses
$54,575
Net Income
$607
Net Assets
$317,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,398
85.9%
Program Services $1,075
1.9%
Investment Income $523
0.9%
Net Fundraising $3,432
6.2%
Sales of Assets $0
Net Inventory Sales $2,754
5.0%
Other Revenue $0
Assets/Debt
Total Assets $318,144
Total Liabilities $763
Net Assets $317,381
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Pat Sinz (Director) $0 $0
Trina Arnold (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0
Katie Gleason (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,178
Expenses
$48,903
Net Income
$275
Net Assets
$316,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,419
84.2%
Program Services $890
1.8%
Investment Income $201
0.4%
Net Fundraising $4,813
9.8%
Sales of Assets $0
Net Inventory Sales $1,855
3.8%
Other Revenue $0
Assets/Debt
Total Assets $317,420
Total Liabilities $1,182
Net Assets $316,238
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Pat Sinz (Director) $0 $0
Trina Arnold (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0
Katie Gleason (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,053
Expenses
$40,258
Net Income
$10,795
Net Assets
$315,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,537
91.2%
Program Services $775
1.5%
Investment Income $133
0.3%
Net Fundraising $2,029
4.0%
Sales of Assets $0
Net Inventory Sales $1,579
3.1%
Other Revenue $0
Assets/Debt
Total Assets $316,773
Total Liabilities $810
Net Assets $315,963
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Pat Sinz (Director) $0 $0
Elda Greenough (Director) $0 $0
Trina Arnold (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0
Katie Gleason (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,523
Expenses
$45,276
Net Income
$3,247
Net Assets
$305,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,093
92.9%
Program Services $325
0.7%
Investment Income $187
0.4%
Net Fundraising $1,905
3.9%
Sales of Assets $0
Net Inventory Sales $1,013
2.1%
Other Revenue $0
Assets/Debt
Total Assets $306,935
Total Liabilities $1,767
Net Assets $305,168
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Pat Sinz (Director) $0 $0
Elda Greenough (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,029
Expenses
$41,656
Net Income
$3,373
Net Assets
$301,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,287
80.6%
Program Services $1,984
4.4%
Investment Income $454
1.0%
Net Fundraising $4,698
10.4%
Sales of Assets $0
Net Inventory Sales $1,606
3.6%
Other Revenue $0
Assets/Debt
Total Assets $302,780
Total Liabilities $859
Net Assets $301,921
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Pat Sinz (Director) $0 $0
Elda Greenough (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,583
Expenses
$41,646
Net Income
$6,937
Net Assets
$298,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,122
80.5%
Program Services $2,832
5.8%
Investment Income $319
0.7%
Net Fundraising $4,333
8.9%
Sales of Assets $0
Net Inventory Sales $1,977
4.1%
Other Revenue $0
Assets/Debt
Total Assets $299,128
Total Liabilities $580
Net Assets $298,548
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Jenny Kauffman (Director) $0 $0
Elda Greenough (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,654
Expenses
$40,442
Net Income
$7,212
Net Assets
$291,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,165
80.1%
Program Services $2,880
6.0%
Investment Income $181
0.4%
Net Fundraising $3,825
8.0%
Sales of Assets $0
Net Inventory Sales $2,603
5.5%
Other Revenue $0
Assets/Debt
Total Assets $292,093
Total Liabilities $482
Net Assets $291,611
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Jenny Kauffman (Director) $0 $0
Elda Greenough (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,721
Expenses
$38,056
Net Income
$2,665
Net Assets
$284,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,654
80.2%
Program Services $2,832
7.0%
Investment Income $75
0.2%
Net Fundraising $3,793
9.3%
Sales of Assets $0
Net Inventory Sales $1,367
3.4%
Other Revenue $0
Assets/Debt
Total Assets $285,110
Total Liabilities $711
Net Assets $284,399
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Jenny Kauffman (Director) $0 $0
Colleen Kesterson (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,809
Expenses
$33,851
Net Income
$4,958
Net Assets
$281,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,067
72.3%
Program Services $3,062
7.9%
Investment Income $64
0.2%
Net Fundraising $3,250
8.4%
Sales of Assets $0
Net Inventory Sales $4,366
11.2%
Other Revenue $0
Assets/Debt
Total Assets $282,226
Total Liabilities $492
Net Assets $281,734
Compensation
Key Employees and Officers Compensation Other
Sharon Gressle (Director) $0 $0
Jenny Kauffman (Director) $0 $0
Colleen Kesterson (Director) $0 $0
Barbara Raible (Director) $0 $0
Helene Michael (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,492
Expenses
$51,264
Net Income
-$4,772
Net Assets
$276,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,805
77.0%
Program Services $4,008
8.6%
Investment Income $189
0.4%
Net Fundraising $4,020
8.6%
Sales of Assets $0
Net Inventory Sales $2,470
5.3%
Other Revenue $0
Assets/Debt
Total Assets $282,379
Total Liabilities $5,603
Net Assets $276,776
Compensation
Key Employees and Officers Compensation Other
Susan Cushman (Director) $0 $0
Jenny Kauffman (Director) $0 $0
Colleen Kesterson (Director) $0 $0
Barbara Raible (Director) $0 $0
Richard Wolff (Director) $0 $0
Steve Lamar (President) $0 $0
Neil Meyer (Vice President) $0 $0
Fern N Kauffman (Secretary) $0 $0
Katharine A Beers (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,497
Expenses
$42,051
Net Income
$157,446
Net Assets
$281,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $188,056
94.3%
Program Services $4,558
2.3%
Investment Income $335
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,586
1.3%
Sales of Assets $0
Net Inventory Sales $2,885
1.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,505
20.2%
Assets/Debt
Total Assets $282,621
Total Liabilities $1,073
Net Assets $281,548
Compensation
Key Employees and Officers Compensation Related Other
Susan Cushman (Director) $0 $0 $0
Jenny Kauffman (Director) $0 $0 $0
Colleen Kesterson (Director) $0 $0 $0
Barbara Raible (Director) $0 $0 $0
Richard Wolff (Director) $0 $0 $0
Steve Lamar (President) $0 $0 $0
Neil Meyer (Vice President) $0 $0 $0
Fern N Kauffman (Secretary) $0 $0 $0
Katharine A Beers (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,655
Expenses
$35,687
Net Income
$36,968
Net Assets
$124,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,237
84.3%
Program Services $2,218
3.1%
Investment Income $516
0.7%
Net Fundraising $3,968
5.5%
Sales of Assets $0
Net Inventory Sales $4,716
6.5%
Other Revenue $0
Assets/Debt
Total Assets $270,621
Total Liabilities $146,519
Net Assets $124,102

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,010
Expenses
$20,878
Net Income
$3,132
Net Assets
$87,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,142
42.2%
Program Services $3,315
13.8%
Investment Income $1,393
5.8%
Net Fundraising $1,982
8.3%
Sales of Assets $0
Net Inventory Sales $7,178
29.9%
Other Revenue $0
Assets/Debt
Total Assets $247,877
Total Liabilities $160,743
Net Assets $87,134

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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