2026-08-26T08:58:20-05:00 2025-12-31 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990 2025-01-01 236002325 HISTORICAL SOCIETY OF MONTGOMERY COUNTY HIST 6102720297 1654 DEKALB STREET NORRISTOWN PA 194015415 DAVID YOUNG EXECUTIVE DIRECTOR 6102720297 2026-08-25 1 DONALD J PIERCE CPA P00635740 6109351420 2025 2025-03-06 01:10:19Z DAVID YOUNG 1654 DEKALB STREET NORRISTOWN PA 194015415 842870 0 X WWW.HSMCPA.ORG X 1881 PA TO STUDY AND PRESERVE THE HISTORY OF MONTGOMERY COUNTY, PA, AND THE GENEALOGY OF ITS PEOPLE; TO PROMOTE AND EDUCATE INDIVIDUALS ABOUT THE HISTORY OF MONTGOMERY COUNTY THROUGH PROGRAMMING, PUBLICATIONS, EXHIBITIONS AND COMMUNITY OUTREACH. THE SOCIETY ALSO OWNS AND MAINTAINS THE HISTORIC MONTGOMERY CEMETERY. 15 15 4 40 0 0 73605 151013 5345 1158 341791 390098 16206 11399 436947 553668 0 0 0 0 140049 166732 0 0 15785 173854 237283 313903 404015 123044 149653 4529468 4679121 600 600 4528868 4678521 X THE HISTORICAL SOCIETY OF MONTGOMERY COUNTY'S MISSION IS TO PRESERVE, INTERPRET AND PROMOTE THE HISTORY OF MONTGOMERY COUNTY, PENNSYLVANIA AND TO EDUCATE THE PUBLIC ABOUT THE REGION'S ONGOING MULTI-FACETED CULTURAL STORY... CREATING DIVERSE OPPORTUNITIES FOR THE PUBLIC TO ENGAGE WITH MONTGOMERY COUNTY'S PAST AND PRESENT THROUGH PROGRAMMING, PUBLICATIONS, EXHIBITIONS, A WEB PRESENCE AND COMMUNITY OUTREACH. 0 0 253559 1567 HISTORICAL RESEARCH AND RELATED EDUCATIONAL SERVICES. 253559 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 PA X ROBERT COHEN 6102720297 1654 DEKALB STREET NORRISTOWN PA 19401 KENNETH E OLIN PRESIDENT 5.00 X X 0 0 0 JANICE MBOYER SECRETARY 5.00 X X 0 0 0 ROBERT COHEN TREASURER 5.00 X X 0 0 0 BARBARA MAKAR TRUSTEE 3.00 X 0 0 0 CRAIG BIRD TRUSTEE 3.00 X 0 0 0 JOAN D HAUGER TRUSTEE 3.00 X 0 0 0 NANCY L HUBER TRUSTEE 3.00 X 0 0 0 KENNENTH DYER TRUSTEE 3.00 X 0 0 0 MARK SAILOR TRUSTEE 3.00 X 0 0 0 KRISTY J REYNOLDS TRUSTEE 3.00 X 0 0 0 DOUGLAS SEILER TRUSTEE 3.00 X 0 0 0 GEORGE DETWEILER TRUSTEE 3.00 X 0 0 0 CHRISTOPHER SPERRING TRUSTEE 3.00 X 0 0 0 DAVID BIESECKER TRUSTEE 3.00 X 0 0 0 ANDREW OREO TRUSTEE 3.00 X 0 0 0 DAVID YOUNG EXECUTIVE DIRECTOR 35.00 X 80000 0 7511 80000 0 7511 0 0 0 0 0 13370 40000 97643 151013 RESEARCH & RELATED SER 541900 531 531 VISITOR FEES AND REGIS 541900 366 366 PHOTOCOPY/REPRODUCTION 541900 261 261 1158 86723 86723 10450 0 10450 10450 10450 592577 289202 303375 303375 303375 409 0 409 409 ANNUAL BANQUET MEETING 900099 540 540 540 553668 1567 0 401088 X 87511 43511 36000 8000 79221 79221 9347 9347 52672 52672 7968 5865 1721 382 22382 16475 4833 1074 20610 15171 4450 989 25017 16511 7255 1251 15198 11188 3281 729 REPAIRS & MAINTENANCE 64986 47836 14031 3119 PROGRAM EXHIBIT SUPPLIE 14096 14096 SECURITY 2557 1882 552 123 MISC. EXPENSES 2450 1803 529 118 404015 253559 134671 15785 74694 53868 37584 300509 2219494 883901 1332210 1335593 3083942 2988113 1038 1038 4529468 4679121 600 600 600 600 X 3684339 3813018 844529 865503 4528868 4678521 4529468 4679121 149653 0 X X 1 X 0 0 0 X 104420 53476 61399 73605 151013 443913 104420 53476 61399 73605 151013 443913 22746 421167 68916 79235 85977 91820 97173 423121 3777 1353 5038 4556 949 15673 882707 23483 0.47710 0.37610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 678112 99389 777501 597480 80635 678112 556440 41041 597480 508590 47850 556440 456134 52456 508590 0.58000 0.42000 0.00000 0 0 907264 907264 627417 420048 207369 420041 218242 201799 248317 229156 19161 16455 16455 0 1335593 SECURITY DEPOSIT TENANT 600 600 X 553668 0 553668 0 553668 404015 0 404015 0 404015 PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE THE SOCIETY QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3), AND ITS ACTIVITIES DO NOT RESULT IN ANY MATERIAL INCOME TAX LIABILITY. IN ACCORDANCE WITH FASB ASC STANDARDS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE SOCIETY IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A POSITION IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION IN THE FINANCIAL STATEMENTS. PART III, LINE 1A: THE SOCIETY'S COLLECTIONS, WHICH HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE SOCIETY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP LEVELS INCLUDE INDIVIDUAL, DUAL/FAMILY, STUDENT AND BUSINESS. ALL CLASSES OF MEMBERSHIP ARE ENTITLED TO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST POLICY FORM IS TO BE COMPLETED BY EACH OFFICER, TRUSTEE AND EMPLOYEE. UPON EVIDENCE OF A CONFLICT, THE BOARD WILL EXCLUDE THE PERSON WITH THE CONFLICT FROM PROCEEDINGS WITH REGARD TO THE RELATED TRANSACTION. ANY CONFLICT OF INTEREST EXCLUSIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,807. BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,965. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,900. PART XII, LINE 1 ENTITY USES A MODIFIED CASH METHOD OF ACCOUNTING FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.