Nonprofit · EIN 32-0129151
HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC
Tax-exempt · GERMANTOWN, MD 20876
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $285,089 | $264,438 | $20,651 | $469,328 | $23,055 | $446,273 |
| June 30, 2024 | 990 | $319,659 | $260,590 | $59,069 | $432,240 | $15,550 | $416,690 |
| June 30, 2023 | 990 | $209,050 | $194,380 | $14,670 | $333,634 | $36,063 | $297,571 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $278,295
- of which government grants
- $263,295
- Program service revenue
- $0
- Investment income
- $6,502
- Other revenue
- $292
Expenses
- Grants and similar amounts paid
- $26,069
- Compensation of officers, directors and key employees
- $97,319
- Other salaries and wages
- $67,000
- Salaries, compensation and benefits (total)
- $177,059
- Professional fundraising fees
- $0
- Accounting fees
- $3,703
- Occupancy
- $5,832
- Depreciation
- $8,978
- Program services (functional)
- $146,119
- Management and general (functional)
- $89,561
- Fundraising (functional)
- $28,758
Balance sheet and other
- Total assets, start of year
- $432,240
- Total assets, end of year
- $469,328
- Total liabilities, end of year
- $23,055
- Net assets, end of year
- $446,273
- Net assets without donor restrictions
- $446,273
- Gross receipts
- $285,089
- Employees
- 3
- Volunteers
- 100
- Year formed
- 2003
- State of legal domicile
- MD
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH ROGERS | Executive Dir. Officer | 40 | $97,319 |
| LAURA ANDERSON-WRIGHT | President Trustee or director, Officer | 1 | $0 |
| ANTHONY COHEN | Director Trustee or director | 1 | $0 |
| REBECCAH BALLO | Director Trustee or director | 1 | $0 |
| YING FANG | Treasurer Trustee or director, Officer | 1 | $0 |
| SANDI WILLIAMS | Director Trustee or director | 1 | $0 |
| MARSHA KAIZER | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH ROGERS | Executive Dir. Officer | 40 | $96,157 |
| LAURA ANDERSON-WRIGHT | President Trustee or director, Officer | 1 | $0 |
| ANTHONY COHEN | Director Trustee or director | 1 | $0 |
| REBECCAH BALLO | Director Trustee or director | 1 | $0 |
| YING FANG | Treasurer Trustee or director, Officer | 1 | $0 |
| SANDI WILLIAMS | Director Trustee or director | 1 | $0 |
| MARSHA KAIZER | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH ROGERS | Executive Dir. Officer | 40 | $93,388 |
| LAURA ANDERSON-WRIGHT | President Trustee or director, Officer | 1 | $0 |
| ANTHONY COHEN | Director Trustee or director | 1 | $0 |
| REBECCAH BALLO | Director Trustee or director | 1 | $0 |
| YING FANG | Treasurer Trustee or director, Officer | 1 | $0 |
| ABBY CLOUSE-RADIGAN | Director Trustee or director | 1 | $0 |
| SANDI WILLIAMS | Director Trustee or director | 1 | $0 |
| MARSHA KAIZER | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12535 MILESTONE MANOR LN, GERMANTOWN, MD 20876-5901
- In care of
- % MARGARET ERICKSON
- Principal officer (990 for 2024)
- SARAH ROGERS, 12535 MILESTONE MANOR LANE, GERMANTOWN, MD 20876
- Signed the 990
- SARAH ROGERS, Executive Dir.
- Phone
- (301) 515-0753
- Website
- WWW.HERITAGEMONTGOMERY.ORG
- Return prepared by
- DUNHAM AUKAMP & RHODES PLC
Mission
THE ORGANIZATION WAS ORGANIZED TO IMPLEMENT, WITHIN MONTGOMERY COUNTY MARYLAND, THE APPLICABLE PROVISIONS OF THE STATE OF MARYLAND HERITAGE AREAS AUTHORITY. THE ORGANIZATION PROMOTES THE PRESERVATION AND STEWARDSHIP OF HISTORIC, CULTURAL, AND NATUARL RESOURCES SITES OF MONTGOMERY COUNTY. THE ORGANIZATION ALSO ENCOURAGES VISITORS AND ERSIDENTS TO LEARN ABOUT, UNDERSTAND, AND APPRECIATE THE HISTORY, NATURAL RESOURCES, AND CULTURE OF THE COUNTY. ALSO, HERITAGE TOURISM ALLIANCE PROVIDES EDUCATIONAL AND OUTREACH ACTIVITIES DESIGNED TO MAKE HERITAGE RESOURCES AND SITES ACCESSIBLE AND FAMILIAR TO VISITORS AND RESIDENTS OF THE COUNTY.
Program accomplishments
- PARTICIPATION IN HERITAGE AND CULTURAL EVENTS, FAIRS, PROGRAMS, AND OBSERVANCESHERITAGE MONTGOMERY IS A GRANT MAKING AND TECHNICAL SUPPORT ORGANIZATION REPRESENTING OVER 100 PARTNER GROUPS. HERITAGE MONTGOMERY GIVES $25,000 IN MINI-GRANTS.Expenses $73,060
- ENCOURAGEMENT AND SUPPORT OF HERITAGE TOURS, TOUR GUIDES, EDUCATIONAL AND PUBLIC PROGRAMS, INTERPRETERS AND INTERPRETIVE PRODUCTSExpenses $73,059
- EDUCATIONAL WORKSHOPS AND OTHER EDUCATIONAL EFFORTS FOCUSING ON THE CARE, PRESERVATION, AND STEWARDSHIP OF HISTORIC, CULTURAL AND NATURAL RESOURCE SITES, SUCH AS BUILDINGS, ARCHAEOLOGICAL SITES, BATTLEGROUNDS, AND HERITAGE LANDSCAPES
- THE IDENTIFICATION, DELINEATION, ESTABLISHMENT, AND DEFINITION OF HERITAGE AREAS WITHIN MONTGOMERY COUNTY, MARYLAND.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 32-0129151
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $469,328
- Income (IRS master file)
- $285,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $285,089 | $264,438 | $469,328 | IRS |
| 990 | June 2024 | $319,659 | $260,590 | $432,240 | IRS |
| 990 | June 2023 | $209,050 | $194,380 | $333,634 | XML |
| 990 | June 2022 | $228,882 | $215,546 | $289,429 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 32-0129151).
Questions about HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC
- What is the EIN of HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC?
- The employer identification number (EIN) of HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC is 32-0129151.
- Is HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC 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 HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC?
- The 990 for the year ended June 30, 2025 names SARAH ROGERS.
- Who are the officers and directors of HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $97,319 (SARAH ROGERS, Executive Dir.).
- How much revenue does HERITAGE TOURISM ALLIANCE OF MONTGOMERY COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $285,089, expenses of $264,438 and total assets of $469,328 at year end.
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