2026-04-13T09:11:28-05:00 2024-06-30 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990 2023-07-01 226106685 MONTCLAIR HISTORICAL SOCIETY MONT 9737441796 108 ORANGE ROAD MONTCLAIR NJ 07042 ANGELICA DIGGS EXECUTIVE DIRECTOR 9737441796 2026-04-10 1 0 RYAN A HYNSON CPA P03062772 9733281825 2026-03-05 2023 2025-03-06 01:10:19Z X ANGELICA DIGGS 108 ORANGE ROAD MONTCLAIR NJ 07042 400834 0 X HTTP://MONTCLAIRHISTORY.ORG X 1966 NJ THE MONTCLAIR HISTORY CENTER OFFERS GUIDED AND SELF-GUIDED MUSEUM TOURS TOINDIVIDUALS, SCHOOLS, AND ORGANIZATIONS. STAFF, TRUSTEES, AND VOLUNTEERS RESEARCH AND WRITE ARTICLES FOR LOCAL MEDIA AND PRESENT PROGRAMS ABOUT LOCAL HISTORY IN-PERSON, AS WALKING TOURS, FOR OTHER ORGANIZATIONS, AND MOST RECENTLY, VIRTUALLY. THE ORGANIZATION'S LIBRARY OF 10,000+ DOCUMENTS AND OBJECTS IS USED BY HISTORIANS, THE COMMUNITY, STAFF, AND VOLUNTEERS TO RESEARCH LOCAL HISTORY, HOMES, AND GENEALOGY. 14 14 14 0 0 0 154302 185286 65888 106824 -643130 35275 56519 46783 -366421 374168 0 0 0 0 190977 259816 0 0 31784 181669 223297 372646 483113 -739067 -108945 1909528 1804527 42173 38986 1867355 1765541 X MISSION: THE MISSION OF THE MONTCLAIR HISTORICAL SOCIETY (DBA MONTCLAIR HISTORY CENTER) IS TO PRESERVE LOCAL HISTORY THROUGH ITS HISTORICAL BUILDINGS, ARTIFACTS AND DOCUMENTS; EDUCATE THE COMMUNITY ABOUT LOCAL HSISTORY AND ITS IMPORTANCE; AND SHARE THE STORIES AND HISTORY OF THE PEOPLE AND GROUPS WHO HAVE SHAPED THE MONTCLAIR COMMUNITY. 0 0 24058 112353 THIS PROGRAM REVENUE AND EXPENSES RELATES TO THE RESTORATION OF THE SCHULTZ BUILDING AND AIMS TO PRESERVE ITS HISTORICAL INTEGRITY BY MAINTAINING ITS ORIGINAL ARCHITECTURAL FEATURES AND MATERIALS, ENSURING ITS CONTINUED SIGNIFICANCE WITHIN THE HISTORICAL SOCIETY. 155887 41254 THIS PROGRAM REVENUE AND EXPENSE REPRESENTS THE SALARIES, BENEFITS COSTS FOR PAID PROGRAM DIRECTOR AND SUPPORT STAFF THAT OVERSEAS THE DAY TO DAY ACTIVITIES OF THE SOCIETY INCLUDING BUT NOT LIMITED TO SOLICITING NEW MEMBERS, CREATING PROGRAMS AND FLIERS FOR TOURS, HERB SALES, VARIOUS OTHER ACTIVITIES. 124491 THE SECOND PROGRAM ACCOMPLISHMENTS RELATES TO VARIOUS HISTORICAL TOURS, CLASSES AND SCHOOL TRIPS RELATING TO RENTAL INCOME AND UTILITIES AND REPAIRS EXPENSES TO PROMOTE THE SOCIETY'S MISSION. 14853 THESE PROGRAM EXPENSES RELATES TO MARKETING AND ADVERTISING AND OFFICE EXPENSES THAT SUPPORT VARIOUS FUNDRAISING ACTIVITIES. 14853 319289 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X ANGELICA DIGGS 9737441796 108 ORANGE ROAD MONTCLAIR NJ 07042 ELIZABETH HYNES PRESIDENT 2.00 X X 0 0 0 HELEN FALLON VICE PRESIDENT 2.00 X X 0 0 0 CHRISTINA MAYER SECRETARY 2.00 X X 0 0 0 DONATO DIGERONIMO TREASURER 2.00 X X 0 0 0 JOAN BRADLEY MAYO TRUSTEE 2.00 X 0 0 0 ANNE MOCKRIDGE TRUSTEE 2.00 X 0 0 0 MICHAEL FARRELLY TRUSTEE 2.00 X 0 0 0 BETSY CECCIO TRUSTEE 2.00 X 0 0 0 KATHLEEN POWERS TRUSTEE 2.00 X 0 0 0 DEBRA DAVID RA PC TRUSTEE 2.00 X 0 0 0 DAVIDA LINDSAY HAREWOOD PHD TRUSTEE 2.00 X 0 0 0 J DAVID WOODS ESQ TRUSTEE 2.00 X 0 0 0 APRIL DICOMO TRUSTEE 2.00 X 0 0 0 MARK PORTER TRUSTEE 2.00 X 0 0 0 ANGELICA DIGGS EXECUTIVE DIRECTOR 40.00 X X 56847 0 2700 56847 0 2700 0 0 0 0 0 23177 65262 96847 185286 PROGRAM SERVICES 900099 106824 106824 106824 35275 35275 41254 0 41254 41254 41254 25968 23177 25968 0 6227 698 5529 5529 374168 153607 0 35275 59547 35728 17864 5955 172560 103536 51768 17256 2965 1779 889 297 24744 14847 7423 2474 24065 9565 14500 14853 14853 23206 5802 11602 5802 56198 56198 11228 11228 16766 16766 REPAIRS & MAINTENANCE 68293 68293 EXHIBITS AND COLLECTION 3761 3761 PROGRAM EXPENSE 2846 2846 EQUIPMENT LEASE 2081 2081 483113 319289 132040 31784 75779 91698 288847 221921 7500 8100 22394 23146 467804 283112 190296 184692 822514 779883 502198 495087 1909528 1804527 31776 30026 0 10397 8960 42173 38986 X 1578508 1543620 288847 221921 1867355 1765541 1909528 1804527 -108945 7131 0 X X 0 1 X 1 0 X 73407 121732 148103 170897 185286 699425 62851 121828 48139 1800240 106824 2139882 76622 64131 76005 21930 46783 285471 212880 307691 272247 1993067 338893 3124778 0 0 0 3124778 12096 35275 47371 12096 35275 47371 212880 307691 272247 2005163 374168 3172149 0.98510 0.99600 0.01490 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 73029 73029 292116 216919 75197 32665 2178 30487 58702 52723 5979 11292 11292 0 184692 COLLECTIONS 491010 OPERATING LEASE RIGHT OF USE ASSET 4077 495087 SECURITY DEPOSITS 4883 COLLECTIONS 4077 8960 X 407267 7131 25968 33099 374168 0 374168 509081 25968 25968 483113 0 483113 PART III, LINE 4: THE COLLECTIONS CONSIST OF HISTORICAL LANDMARK BUILDINGS AND THE FURNISHINGS CONTAINED IN THESE BUILDINGS. THESE COLLECTIONS ARE THE CORE OF THE SOCIETY'S PROGRAMS AND ARE USED SOLELY TO AND FOR THE PURPOSE OF THE SOCIETY'S GOALS AND OBJECTIVES. PART X, LINE 2: THE SOCIETY IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS THEREFORE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE SOCIETY IS ALSO EXEMPT UNDER TITLE 15 OF THE STATE OF NEW JERSEY CORPORATIONS AND ASSOCIATIONS NOT FOR PROFIT ACT. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX HAS BEEN PRESENTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY FOLLOWS THE PROVISIONS OF FASB ASC, INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION AS THEY RELATE TO THOSE TAX POSITIONS. THE SOCIETY DOES NOT EXPECT A SIGNIFICANT INCREASE OR DECREASE TO THE TOTAL AMOUNTS OF UNRECOGNIZED TAX POSITIONS DURING THE YEAR ENDED JUNE 30, 2024 AND 2023. HOWEVER, THE SOCIETY IS SUBJECT TO AUDIT BY TAX AUTHORITIES, INCLUDING A REVIEW OF ITS NONPROFIT STATUS, WHICH MANAGEMENT BELIEVES WOULD BE UPHELD UPON EXAMINATION. NONETHELESS, THE AMOUNTS ULTIMATELY PAID, IF ANY, UPON RESOLUTION OF THE ISSUES RAISED BY THE TAXING AUTHORITIES MAY DIFFER MATERIALLY FROM THE AMOUNTS ACCRUED FOR EACH YEAR. AS REQUIRED BY LAW, THE SOCIETY FILES INFORMATIONAL RETURNS WITH BOTH THE UNITED STATES FEDERAL AND STATE OF NEW JERSEY JURISDICTIONS ON AN ANNUAL BASIS- FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND FORM CRI-300R WITH THE STATE. THESE RETURNS ARE SUBJECT TO EXAMINATION BY THESE AUTHORITIES WITHIN CERTAIN STATUTORILY DEFINED PERIODS FROM THE LATEST FILING DATE FOR FEDERAL AND FOR THE STATE OF NEW JERSEY. HERB SALE 27797 12747 15050 15050 FALL FEST 15658 8439 7219 7219 1 5584 1885 3699 3699 49039 23071 25968 25968 25968 0 FORM 990, PART VI, SECTION B, LINE 11B MONTCLAIR HISTORICAL SOCIETY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS PROVIDED TO THE MEMBERS OF THE ORGANIZATIONS GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH A REASONABLE AMOUNT OF TIME TO REVIEW THE FORM 990. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED THROUGH MANAGEMENT TO THE OUTSIDE ACCOUNTING FIRM. ANY APPLICABLE ISSUES ARE ADDRESSED PRIOR TO THE RETURN BEING FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C MONTCLAIR HISTORICAL SOCIETY CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, GOVERNING BODY AND MANAGEMENT WILL INVESTIGATE THE ISSUE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, MANAGEMENT AND THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY. THE MEMBER WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATIONS OFFICERS OR KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. FORM 990, PART VI, SECTION C, LINE 19 MONTCLAIR HISTORICAL SOCIETY MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG. IN ADDITION FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATIONS OFFICE AT 108 ORANGE ROAD MONTCLAIR, NJ 07042. FORM 990, PART XII NO CHANGE FROM PRIOR YEAR. FORM 990, BOX B, AMENDED RETURN THE RETURN IS BEING AMENDED DUE TO REVISIONS ON THE FOLLOWING PARTS/SCHEDULES: FORM 990 PART I, PART III, PART IV, PART V, PART VIII, PART IX, PART X, PART XI, PART XII, SCHEDULE A, SCHEDULE B, SCHEDULE D, SCHEDULE G, SCHEDULE O.