Mission
the upper valley historical society's primary purpose is to preserve and promote the heritage of the upper wenatchee valley.
Small Public Charity
Upper Valley Historical Society
Upper Valley Historical Society is a nonprofit organization categorized as Small Public Charity based in Leavenworth, WA. Its most recent IRS filing (2024) reports revenue of $113K, expenses of $113K, total assets of $130K. Imperigo tracks 7 reported grant relationships connected to this organization totaling approximately $64K.
EIN: 020787196
Leavenworth, WA
Museums
NTEE: A50
Latest filing: 2024
Total Revenue$113K
Total Expenses$113K
Total Assets$130K
Grant Records7
Funding Total$64K
Filing Years2020–2024
Where $100 goes at Upper Valley Historical Society
How Upper Valley Historical Society divides every $100 it spends, from its own Form 990-EZ filings, averaged across 4 years.
$62
Programs
the work itself
$38
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $62 for programs
$62
Operated the greater Leavenworth museum which had a total vistors of 12,763 and 13,201 for the years of 2024 and 2023, respectively
Source: Form 990-EZ filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
VARIOUS PURPOSES AS APPROVED BY CFNCW BOARD
$11,741
OPERATING SUPPORT
$8,000
VARIOUS PURPOSES AS APPROVED BY CFNCW BOARD
$6,617
Operating support
$15,000
Operation support
$9,484
Showing up to 5 of 7 total records — full history available with membership.
Officers & Directors
VP/Secretary
Celeste Peterson
President
Christie Voos
Board Member
Georgia Bakke-Tull
Treasurer
Mary Catherine Bach
Board Member
Zeke Reister
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $113K | $113K | $130K |
| 2023 | $108K | $103K | $133K |
| 2022 | $141K | $121K | $129K |
| 2020 | $74K | $111K | $78K |
Between 2020 and 2024, reported annual revenue grew from $74K to $113K (+53%), with total assets most recently reported at $130K.
Interactive year-over-year charts and full filing details available with membership.