Form 990 for tax year 2024
Filed by MONTGOMERY COUNTY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $1,096,980
- Total expenses
- $762,083
- Contributions and grants received
- $948,296
- Grants paid
- $0
- Program service revenue
- $25,036
- Investment income
- $123,309
- Other revenue
- $339
- Total assets, end of year
- $5,300,447
- Total liabilities, end of year
- $113,046
- Net assets or fund balances, end of year
- $5,187,401
- Program services expenses (Part IX)
- $564,006
- Management and general expenses
- $95,135
- Fundraising expenses
- $102,942
- Program service expenses (Part III)
- $564,006
Program services were 74.0% 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)
$191,866
-
1f · All other contributions, gifts and grants
$756,430
-
2a · Program service revenue: HISTORY CONFERENCE
total $11,247 · related or exempt $11,247
-
2b · Program service revenue: LIBRARY AND EDUCATION
-
2c · Program service revenue: OTHER REVENUE
total $5,264 · related or exempt $5,264
-
2d · Program service revenue: PROGRAM ACTIVITY
total $8,525 · related or exempt $8,525
-
3 · Investment income
total $123,309 · related or exempt $123,309
-
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
$339
-
10c · Net income from sales of inventory
total $339 · related or exempt $339
-
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 $144,244 · program services $93,759 · management and general $28,849 · fundraising $21,636
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $351,503 · program services $272,073 · management and general $26,855 · fundraising $52,575
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $30,640 · program services $22,610 · management and general $3,443 · fundraising $4,587
-
10 · Payroll taxes
total $36,225 · program services $26,732 · management and general $4,070 · fundraising $5,423
-
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 $33,303 · program services $13,767 · management and general $16,955 · fundraising $2,581
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $2,693 · program services $1,987 · management and general $303 · fundraising $403
-
14 · Information technology
total $20,294 · program services $14,976 · management and general $2,280 · fundraising $3,038
-
15 · Royalties
total $0
-
16 · Occupancy
total $12,351 · program services $11,116 · management and general $1,235
-
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 $20,984 · program services $18,886 · management and general $2,098
-
23 · Insurance
total $17,750 · program services $14,200 · management and general $3,550
-
24a · Other expenses: EDUCATIONAL PROGRAMS
total $24,213 · program services $24,213
-
24b · Other expenses: COLLECTIONS AND EXHIBITS
total $12,071 · program services $12,071
-
24c · Other expenses: UTILITIES
total $11,492 · program services $8,480 · management and general $1,292 · fundraising $1,720
-
24d · Other expenses: BANK CHARGES
total $11,058 · program services $1,106 · management and general $1,106 · fundraising $8,846
-
24e · All other expenses
total $33,262 · program services $28,030 · management and general $3,099 · fundraising $2,133
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,300 · end of year $10,000
-
2 · Savings and temporary cash investments
beginning of year $1,754,079 · end of year $1,867,282
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $24,951 · end of year $15,883
-
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 $4,531 · end of year $11,805
-
10a · Land, buildings and equipment: cost or other basis
$2,454,375
-
10b · Land, buildings and equipment: accumulated depreciation
$467,502
-
10c · Land, buildings and equipment, net
beginning of year $77,119 · end of year $1,986,873
-
11 · Investments: publicly traded securities
beginning of year $2,858,495 · end of year $1,391,283
-
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 $17,321
-
17 · Accounts payable and accrued expenses
beginning of year $59,892 · end of year $113,046
-
27 · Net assets without donor restrictions
beginning of year $3,327,744 · end of year $3,810,606
-
28 · Net assets with donor restrictions
beginning of year $1,359,044 · end of year $1,376,795
Mission and programs · 2024
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 49 times in fy25 to 10,567 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 held multiple walking tours across the community at points of historic significance. Our Montgomery County History Conference was held on October 19, 2024, on Montgomery Colleges Rockville campus and attracted a large, diverse, and enthusiastic audience.
Expenses $324,893
-
COLLECTIONS, PUBLICATIONS AND MUSEUM ACTIVITIESMHs historic periodical, The Montgomery County Story, released a fall and spring edition. The fall edition highlighted five objects added to collections in the last five years to commemorate Montgomery Historys 80th anniversary. The spring edition was part one of a two-part history spanning more than 60 years and features an in-depth look at the founding and operational history of the Poor Farm and Almshouse. Our artifact collection was in temporary storage for FY25. We received seventeen donations totaling 160 objects. Approximately 1000 objects were inventoried, photographed, and cataloged in our online collections management system.
Expenses $123,507
-
LIBRARY AND EDUCATIONAL SERVICESMH released The Reed Brothers Dodge online exhibit site in September, which details the history of one of Maryland's oldest family-owned car dealerships. Several of our online exhibits were updated with new content. MH contracted an experienced oral history project manager to run the Black Resistance Oral History Initiative. She interviewed five Black elders over the course of FY25. MH created a landing page for the county's 250th Anniversary events and initiatives, including additional new pages of content for related content.
Expenses $115,606
As filed on the 2024 return.
Listed in Part VII
-
MATTHEW B LOGAN
Executive Dir.
- Total calculated
- $148,811
- From this org
- $137,129
- From related orgs
- $0
- Other
- $11,682
- Hours/week
- 40
-
IAN SHUMAN
President
- Total calculated
- $0
- Hours/week
- 5
-
MATTHEW S BODE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
TIMOTHY W MOORE
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
CATHERINE DISHMAN
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
CAMILLE BREWER
At-Large
- Total calculated
- $0
- Hours/week
- 5
-
GWEN WRIGHT
Director
- Total calculated
- $0
- Hours/week
- 5
-
WILLIAM 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
-
LOUIS J BOSTON Jr
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
- 2024
- Filed
- 16 April 2026
- IRS schema version
- 2024v5.2
- Source object
- 202641069349300634
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