Form 990 for tax year 2023
Filed by MONTGOMERY COUNTY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $583,081
- Total expenses
- $685,525
- Contributions and grants received
- $364,866
- Grants paid
- $0
- Program service revenue
- $26,795
- Investment income
- $190,844
- Other revenue
- $576
- Total assets, end of year
- $4,746,680
- Total liabilities, end of year
- $59,892
- Net assets or fund balances, end of year
- $4,686,788
- Program services expenses (Part IX)
- $531,891
- Management and general expenses
- $76,668
- Fundraising expenses
- $76,966
- Program service expenses (Part III)
- $531,891
Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$167,710
-
1f · All other contributions, gifts and grants
$197,156
-
2a · Program service revenue: HISTORY CONFERENCE
total $13,673 · related or exempt $13,673
-
2b · Program service revenue: LIBRARY AND EDUCATION
total $165 · related or exempt $165
-
2c · Program service revenue: OTHER REVENUE
total $4,570 · related or exempt $4,570
-
2d · Program service revenue: PROGRAM ACTIVITY
total $8,387 · related or exempt $8,387
-
3 · Investment income
total $190,844 · related or exempt $190,844
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$576
-
10c · Net income from sales of inventory
total $576 · related or exempt $576
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $140,200 · program services $91,130 · management and general $28,040 · fundraising $21,030
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $312,861 · program services $258,180 · management and general $21,451 · fundraising $33,230
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $20,773 · program services $16,016 · management and general $2,270 · fundraising $2,487
-
10 · Payroll taxes
total $36,226 · program services $27,930 · management and general $3,957 · fundraising $4,339
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $34,109 · program services $19,779 · management and general $10,621 · fundraising $3,709
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $6,706 · program services $5,170 · management and general $733 · fundraising $803
-
14 · Information technology
total $12,260 · program services $9,453 · management and general $1,339 · fundraising $1,468
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $27,211 · program services $24,490 · management and general $2,721
-
23 · Insurance
total $11,242 · program services $8,993 · management and general $2,249
-
24a · Other expenses: EDUCATIONAL PROGRAMS
total $37,498 · program services $37,498
-
24b · Other expenses: COLLECTIONS AND EXHIBITS
total $13,018 · program services $13,018
-
24c · Other expenses: BANK CHARGES
total $8,886 · program services $888 · management and general $889 · fundraising $7,109
-
24d · Other expenses: UTILITIES
total $8,433 · program services $6,501 · management and general $922 · fundraising $1,010
-
24e · All other expenses
total $16,102 · program services $12,845 · management and general $1,476 · fundraising $1,781
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,300 · end of year $10,300
-
2 · Savings and temporary cash investments
beginning of year $1,933,286 · end of year $1,754,079
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $16,143 · end of year $24,951
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $3,590 · end of year $4,531
-
10a · Land, buildings and equipment: cost or other basis
$523,637
-
10b · Land, buildings and equipment: accumulated depreciation
$446,518
-
10c · Land, buildings and equipment, net
beginning of year $104,330 · end of year $77,119
-
11 · Investments: publicly traded securities
beginning of year $2,561,722 · end of year $2,858,495
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $17,205 · end of year $17,205
-
17 · Accounts payable and accrued expenses
beginning of year $51,456 · end of year $59,892
-
27 · Net assets without donor restrictions
beginning of year $3,211,345 · end of year $3,327,744
-
28 · Net assets with donor restrictions
beginning of year $1,383,775 · end of year $1,359,044
Mission and programs · 2023
Mission
MONTGOMERY HISTORY'S MISSION IS TO COLLECT, PRESERVE, INTERPRET, AND SHARE THE HISTORIES OF ALL OF MONTGOMERY COUNTY RESIDENTS AND COMMUNITIES.
-
OTHER EDUCATION PROGRAM ACTIVITIESHistory Conversations, our free streaming program, was presented 54 times in FY24 to 11,348 households. We offered Speakers Bureau presentations on historical topics of local and regional significance in venues such as senior centers, professional organizations, neighborhood associations, religious institutions, civic groups, and more. We launched one new online exhibit in FY24, Montgomery County, Then and Now: Photography of Lewis Reed and Barry Gartner and continued to engage with the immigrant community and collect stories to expand our dynamic online exhibit The Immigrant Experience in Montgomery County, Maryland. Our Montgomery County History Conference was held on November 4, 2023, on Montgomery Colleges Rockville campus and attracted a large, diverse, and enthusiastic audience.
Expenses $292,214
-
LIBRARY AND EDUCATIONAL SERVICESIn FY24 we took the 240 individual audio tracks from 95 oral history interviews, including 22 paper transcripts, and made them publicly available for the first time. We also made additional progress with our New Life for Old News campaign to digitize the now-defunct Montgomery County Gazettes as well as other valuable regional newspapers. In early 2023, we received a grant to digitize a portion of the records of the Mutual Fire Insurance Company of Montgomery County that date from 1848 through the turn of the century. Our project archivist scanned and uploaded more than 3,300 documents to our digital repository over the course of five months. The project was released for public access in March 2024.
Expenses $127,651
-
COLLECTIONS, PUBLICATIONS AND MUSEUM ACTIVITIESIn FY24 we produced two issues of the Story. The Fall 2023 issue featured a timely article entitled In Slaverys Shadow: Surveying Montgomery County Public School Names. The Spring 2024 issue was nominated for a public history award and highlights one of the countys first and most prominent businesswoman: Negative Space: The Life of Rebecca G. Fields, Publisher & Proprietor of the Montgomery County Sentinel, 1871-1930. Our artifact collection was in temporary storage throughout FY24. However, we received 13 donations of artifacts totaling 123 objects.
Expenses $112,026
As filed on the 2023 return.
Listed in Part VII
-
MATTHEW B LOGAN
Executive Dir.
- Total calculated
- $130,400
- From this org
- $130,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
IAN SHUMAN
President
- Total calculated
- $0
- Hours/week
- 5
-
MATT BODE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
BARBARA MURPHY KROMER
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
KATIE DISHMAN
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
CAMILLE BREWER
At-Large
- Total calculated
- $0
- Hours/week
- 5
-
BILL ALLMAN
Director
- Total calculated
- $0
- Hours/week
- 5
-
PARISA KHAMECHI
Director
- Total calculated
- $0
- Hours/week
- 5
-
REEMBERTO RODRIGUEZ
Director
- Total calculated
- $0
- Hours/week
- 5
-
JAMIE BOSTON
Director
- Total calculated
- $0
- Hours/week
- 5
-
MARGO REID
Director
- Total calculated
- $0
- Hours/week
- 5
-
TIFFANY JORDAN
Director
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521279349302022
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