UPPER SWAN VALLEY HISTORICAL SOCIETY INC

As filed

Subsection

03

NTEE code

A80

Classification

1000

Street

PO BOX 1128

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

• NEWSLETTERSDuring 2025, the Upper Swan Valley Historical Society, Inc. continued the writing and publication of four quarterly newsletters that are mailed to approximately 595 full-time and part-time residents of the Swan Valley, Montana. Each newsletter is filled with program and project updates, local historical information, recipes, and personal stories. Public information is also available on the organization's web-site that features information on programs and activities for the benefit of the organization and the community. During 2025, there were approximately 4,159 visits to the web-site.

  Expenses $6,727

• MUSEUM AND HERITAGE SITEOne of the programs of the Upper Swan Valley Historical Society, Inc. is management of the organization's Museum and Heritage Site established to showcase historical items, artifacts, and exhibits and to archive information and materials. There are no other government, cultural, or historic offices in this small, unique, rural community. The goals of providing preservation of the cultural and historical heritage of the Swan Valley, Montana and providing educational and research opportunities for public benefit and enjoyment are being continued. During 2025, the organization continued to improve the building and land at the local Museum and Heritage Site, including expansion of the outdoor interpretive exhibits with additions to the Native American Camp exhibit and a replica of the children's antique wooden train. Various exhibits and displays of items from early day one-room schoolhouses, fire lookouts, sawmills, hunting and fishing camps, homesteads, and other historic memorabilia were viewed by the estimated 691 visitors who toured the museum during 2025. The Museum's exhibits and displays chronicle the community's settling and the spirit of the homesteading pioneers. The annual August story-telling program theme was The History of Log Home Construction and included a tour and demonstrations of scribing and notching techniques. In the fall, area students toured the Museum, played traditional games, learned butter making, measuring tree growth, a history of homesteading, and about Montana Indian tribes and the Tipi Camp. In addition to maintaining the exhibits and displays in the Museum, plans for the future include continuing to expand the outdoor interpretive exhibits and the Native American Camp exhibit.

  Expenses $47,535

• FROSTBITE FESTIVALIn December 2025, the Upper Swan Valley Historical Society, Inc.'s Event Coordinator developed and organized the annual Frostbite Festival and Holiday Bazaar featuring local artists and crafters. During the Frostbite Festival, adults and children enjoyed a family-oriented event held at the local elementary school to bring the community together for activities and camaraderie.

  Expenses $432

• FOURTH OF JULY CELEBRATIONDuring the annual Fourth of July community celebration, more than 168 adults and children visited the Upper Swan Valley Historical Society, Inc.'s annual history displays, photo and memorabilia exhibits, and historical cabin exhibits at the Museum and Heritage Site. In addition to the popular Historical Society photo and memorabilia exhibits, the organization served huckleberry ice cream, a 4th of July tradition. The 2025 themes for the 4th of July celebration were the antique Quilt Display and the Log Home Construction Exhibit.

  Expenses $169

• ORAL HISTORY PROJECTOver the past decade, The Upper Swan Valley Oral History Project has recorded over 175 interviews with the early residents, along with collecting photographs, maps, documents, and other memorabilia. In 2011, the Upper Swan Valley Historical Society, Inc. produced a book, "Montana, Voices of the Swan", containing 65 historical summaries of recorded interviews with earlier settlers, their descendants, or others who knew the Swan Valley in former years. Their "voices" tell the story of lives of mingled hardship and joy in earlier days in the Swan Valley of Montana. During 2013, and periodically updated since then, the Upper Swan Valley Historical Society, Inc. produced "As Time Goes By: A Chronology of the Swan Valley" that includes information about historical events such as exploration, homesteading, logging, and development occurring from 1854 through 2023, and provides an easy-to-use reference about the natural, cultural, and historical aspects of the Swan Valley. The history of the historic lodge at Lindbergh Lake in the Swan Valley, Montana, was documented in the first DVD film produced by USVHS that debuted in February, 2014. During 2015, the video project film, "Wrangler, Dudes, and Homesteaders", using techniques of oral storytelling, photographic documentation, and historical research, was continued documenting the history of the Gordon Ranch and Holland Lake Lodge areas to capture the history of the historic lodges before it is lost. In continuation of the oral history project, during 2015, the USVHS published the "Huck Book" full of local recipes, photos, memories, nostalgia, and historical accounts including recipes that came from early day homesteaders and settlers that have been handed down through the generations. During 2017, the USVHS published "The Gathering Place, Swan Valley's Gordon Ranch". The book includes historical anecdotes, comments, and tales that document the life and times around the Gordon Ranch. During 2025, work was continued on summarizing and transcribing recorded interviews for the purpose of making the stories suitable for inclusion in a future oral history book. The objective of the Oral History Project is to preserve the history of the Swan Valley and make it available for present and future generations. The goal is to continue collecting oral histories of Swan Valley residents by conducting interviews, preparing transcripts, and sharing the stories with the local community and other interested people. Plans include continuing the Oral History Project with interviews, photos, and historic stories.

  Expenses $253

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $58,753

  Expenses

  $64,967

  Contributions

  $50,549

  Grants paid

  — not reported

• 2024

  Revenue

  $53,360

  Expenses

  $40,749

  Contributions

  $44,945

  Grants paid

  — not reported

• 2023

  Revenue

  $55,182

  Expenses

  $54,575

  Contributions

  $47,398

  Grants paid

  — not reported

• 2022

  Revenue

  $49,178

  Expenses

  $48,903

  Contributions

  $41,419

  Grants paid

  — not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990-EZ

  Revenue

  $51,053

  Expenses

  $40,258

  Assets (EOY)

  $316,773

• 2020 · 990-EZ

  Revenue

  $48,523

  Expenses

  $45,276

  Assets (EOY)

  $306,935

• 2019 · 990-EZ

  Revenue

  $45,029

  Expenses

  $41,656

  Assets (EOY)

  $302,780

• 2018 · 990-EZ

  Revenue

  $48,583

  Expenses

  $41,646

  Assets (EOY)

  $299,128

• 2017 · 990-EZ

  Revenue

  $47,654

  Expenses

  $40,442

  Assets (EOY)

  $292,093

• 2016 · 990-EZ

  Revenue

  $40,721

  Expenses

  $38,056

  Assets (EOY)

  $285,110

• 2015 · 990-EZ

  Revenue

  $38,809

  Expenses

  $33,851

  Assets (EOY)

  $282,226

• 2014 · 990-EZ

  Revenue

  $46,492

  Expenses

  $51,264

  Assets (EOY)

  $282,379

• 2013 · 990

  Revenue

  $199,497

  Expenses

  $42,051

  Assets (EOY)

  $282,621

• 2012 · 990-EZ

  Revenue

  $72,655

  Expenses

  $35,687

  Assets (EOY)

  $270,621

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2010

Tax period

1 January 2010 to 31 December 2010

Principal officer

Katharine A Beers

Mailing address

P O Box 1128Condon MT 59826

As filed, from the IRS e-Postcard file of 9 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• SEELEY LAKE COMMUNITY FOUNDATION

  $11,387

  2024 · EDUCATION

• SEELEY LAKE COMMUNITY FOUNDATION

  $10,431

  2023 · EDUCATION

• SEELEY LAKE COMMUNITY FOUNDATION

  $8,169

  2022 · EDUCATION

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