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Nonprofit · EIN 14-6022991

MONTGOMERY COUNTY HISTORICAL SOC

Tax-exempt · FORT JOHNSON, NY 12070

Financials

$90K$106K2023$224K$92K2024
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY COUNTY HISTORICAL SOC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$223,779$92,337$131,442$1,143,379$1,891$1,141,488
December 31, 2023990$89,991$106,093-$16,102$1,025,277$1,446$1,023,831
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$127,193
Membership dues
$2,670
Program service revenue
$1,637
Investment income
$82,977
Net gain from sales of assets
$57,293
Net income from fundraising events
$8,357
Net income from sales of inventory
$3,615
Other revenue
$11,972

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$52,781
Salaries, compensation and benefits (total)
$58,110
Professional fundraising fees
$0
Accounting fees
$3,966
Occupancy
$6,252
Depreciation
$1,039
Program services (functional)
$82,280
Management and general (functional)
$10,057

Balance sheet and other

Total assets, start of year
$1,025,277
Total assets, end of year
$1,143,379
Total liabilities, end of year
$1,891
Net assets, end of year
$1,141,488
Land, buildings and equipment
$315,627
Publicly traded securities
$694,705
Net assets without donor restrictions
$1,002,221
Net assets with donor restrictions
$139,267
Gross receipts
$533,641
Employees
2
Year formed
1905
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
RACHEL BLIVENEXECUTIVE DI
Trustee or director
30$29,955
SCOTT HAEFNERSITE MANAGER
Trustee or director
30$22,826
KATHI ALLENMEMBER
Trustee or director
1$0
PETER BETZPRESIDENT
Trustee or director, Officer
1$0
BARBARA BILINSMEMBER
Trustee or director
1.5$0
DAVID BROOKSMEMBER
Trustee or director
0.5$0
RONALD BURCHMEMBER
Trustee or director
1$0
PAUL DAMIANOMEMBER
Trustee or director
0.5$0
JACK HOTALINGMEMBER
Trustee or director
1$0
JULIET KONIECZNYMEMBER
Trustee or director
1$0
DOUG LANDONVICE PRESIDE
Trustee or director, Officer
1$0
CLARISSA PUTMANSECRETARY
Trustee or director, Officer
1$0
LORI RULISONMEMBER
Trustee or director
1.5$0
LISA STEGELANDMEMBER
Trustee or director
1$0
HOLLY THOMPSONMEMBER
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
RYAN WEITZMEMBER
Trustee or director, Officer
1$0
ILENE WAGNERTREASURER
Institutional trustee
3$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
RACHEL BLIVENEXECUTIVE DI
Trustee or director
30$28,225
SCOTT HAEFNERSITE MANAGER
Trustee or director
30$21,505
KATHI ALLENMEMBER
Trustee or director
1$0
PETER BETZPRESIDENT
Trustee or director, Officer
1$0
BARBARA BILINSMEMBER
Trustee or director
1.5$0
DAVID BROOKSMEMBER
Trustee or director
0.5$0
RONALD BURCHMEMBER
Trustee or director
1$0
PAUL DAMIANOMEMBER
Trustee or director
0.5$0
JACK HOTALINGMEMBER
Trustee or director
1$0
JULIET KONIECZNYMEMBER
Trustee or director
1$0
DOUG LANDONVICE PRESIDE
Trustee or director, Officer
1$0
CLARISSA PUTMANSECRETARY
Trustee or director, Officer
1$0
LORI RULISONMEMBER
Trustee or director
1.5$0
LISA STEGELANDMEMBER
Trustee or director
1$0
RYAN WEITZMEMBER
Trustee or director, Officer
1$0
ILENE WAGNERTREASURER
Institutional trustee
3$0

Address and contacts

Address (IRS master file)
PO BOX 196, FORT JOHNSON, NY 12070-0196
In care of
%
Principal officer (990 for 2024)
PETER BETZ, PO BOX 196, FORT JOHNSON, NY 12070
Signed the 990
ILENE WAGNER, TREASURER
Phone
(518) 843-0300
Return prepared by
WEST & COMPANY CPAS PC

Mission

TO PROMOTE, OPERATE AND MAINTAIN HISTORIC FORT JOHNSON, THE 18TH CENTURY HOME OF SIR WILLIAM JOHNSON

990 for the year ended December 31, 2024

Program accomplishments

  • PERSERVATION OF FACILITY AND EQUIPMENT; EDCATIONAL PROGRAMMING
    Expenses $82,280

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
14-6022991
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,143,379
Income (IRS master file)
$533,641

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$223,779$92,337$1,143,379XML
990December 2023$89,991$106,093$1,025,277XML
990December 2022$96,758$107,124$1,013,037IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6022991).

Questions about MONTGOMERY COUNTY HISTORICAL SOC

What is the EIN of MONTGOMERY COUNTY HISTORICAL SOC?
The employer identification number (EIN) of MONTGOMERY COUNTY HISTORICAL SOC is 14-6022991.
Is MONTGOMERY COUNTY HISTORICAL SOC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to MONTGOMERY COUNTY HISTORICAL SOC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTGOMERY COUNTY HISTORICAL SOC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTGOMERY COUNTY HISTORICAL SOC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY COUNTY HISTORICAL SOC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MONTGOMERY COUNTY HISTORICAL SOC?
The 990 for the year ended December 31, 2024 names PETER BETZ.
Who are the officers and directors of MONTGOMERY COUNTY HISTORICAL SOC?
The 990 for the year ended December 31, 2024 lists 17 people; 2 received compensation from the organization, the highest $29,955 (RACHEL BLIVEN, EXECUTIVE DI).
How much revenue does MONTGOMERY COUNTY HISTORICAL SOC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $223,779, expenses of $92,337 and total assets of $1,143,379 at year end.

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