Nonprofit · EIN 42-1219127
MONTGOMERY COUNTY HISTORICAL SOCIETY
Tax-exempt · RED OAK, IA 51566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $98,663 | $189,410 | -$90,747 | $4,849,891 | $2,342 | $4,847,549 |
| June 30, 2025 | 990 | $112,111 | $148,087 | -$35,976 | $4,870,476 | $2,386 | $4,868,090 |
| June 30, 2024 | 990 | $258,094 | $230,256 | $27,838 | $4,879,721 | $2,111 | $4,877,610 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $15,484
- Membership dues
- $4,157
- Program service revenue
- $666
- Investment income
- $76,854
- Net gain from sales of assets
- $7,327
- Other revenue
- $5,659
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $75,227
- Other salaries and wages
- $6,146
- Salaries, compensation and benefits (total)
- $95,473
- Professional fundraising fees
- $0
- Accounting fees
- $4,040
- Occupancy
- $76,303
- Program services (functional)
- $189,410
Balance sheet and other
- Total assets, start of year
- $4,870,476
- Total assets, end of year
- $4,849,891
- Total liabilities, end of year
- $2,342
- Net assets, end of year
- $4,847,549
- Land, buildings and equipment
- $2,981,364
- Publicly traded securities
- $1,684,639
- Gross receipts
- $164,625
- Employees
- 4
- Volunteers
- 7
- Year formed
- 1991
- State of legal domicile
- IA
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David McFarland | Director Key employee | 40 | $55,300 |
| Roxanne McFarland | President Officer | 40 | $19,927 |
| James Norris | Treasurer Officer | 2 | $0 |
| Bette Larson | Vice President Officer | 2 | $0 |
| Nancy Nealon | Secretary Officer | 2 | $0 |
| James Hoskinson | Curator Officer | 2 | $0 |
| Pat Means | Curator Officer | 2 | $0 |
990 for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David McFarland | Director Key employee | 40 | $51,700 |
| Darwin Williams | Past President Officer | 10 | $0 |
| James Norris | Treasurer Officer | 2 | $0 |
| Bette Larson | Vice President Officer | 2 | $0 |
| Nancy Nealon | Secretary Officer | 2 | $0 |
| James Hoskinson | Curator Officer | 2 | $0 |
| Pat Means | Curator Officer | 2 | $0 |
| Roxanne McFarland | Current President Officer | 10 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David McFarland | Director Key employee | 40 | $55,221 |
| Darwin Williams | President Officer | 10 | $0 |
| James Norris | Treasurer Officer | 2 | $0 |
| Bette Larson | Vice President Officer | 2 | $0 |
| Nancy Nealon | Secretary Officer | 2 | $0 |
| James Hoskinson | Curator Officer | 2 | $0 |
| Pat Means | Curator Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2700 N 4TH ST, RED OAK, IA 51566-1369
- Principal officer (990 for 2025)
- Roxanne McFarland, 1838 K Ave, Red Oak, IA 51566
- Signed the 990
- Roxanne McFarland, Chairman
- Phone
- (712) 623-2289
- Return prepared by
- DEWITT ACCOUNTING & TAX SERVICES LLC
Mission
Historical records musuem
Program accomplishments
- Collection, Preservation, and Display of historical records and artifacts concerning Montgomery County Iowa. Presentation of programs on locally appropriate historical topics, and helping visitors to find genealogical and other information. Everything is donated to the musuem.Expenses $189,410 · revenue $98,663
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1219127
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,849,891
- Income (IRS master file)
- $164,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $98,663 | $189,410 | $4,849,891 | XML |
| 990 | June 2025 | $112,111 | $148,087 | $4,870,476 | XML |
| 990 | June 2024 | $258,094 | $230,256 | $4,879,721 | XML |
| 990 | June 2023 | $62,765 | $124,200 | $4,884,418 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 42-1219127).
Questions about MONTGOMERY COUNTY HISTORICAL SOCIETY
- What is the EIN of MONTGOMERY COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of MONTGOMERY COUNTY HISTORICAL SOCIETY is 42-1219127.
- Is MONTGOMERY COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MONTGOMERY COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY COUNTY HISTORICAL SOCIETY 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 SOCIETY due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY COUNTY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of MONTGOMERY COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2026 names Roxanne McFarland.
- Who are the officers and directors of MONTGOMERY COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2026 lists 7 people; 2 received compensation from the organization, the highest $55,300 (David McFarland, Director).
- How much revenue does MONTGOMERY COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $98,663, expenses of $189,410 and total assets of $4,849,891 at year end.
Other nonprofits in RED OAK
- MONTGOMERY COUNTY CHILD DEVELOPMENT ASSOCIATION INC EIN 83-3829184 · last filed 990 for 2025
- MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC EIN 42-1433436 · last filed 990 for 2025
- RED OAK COUNTRY CLUB EIN 42-0627684 · last filed 990 for 2025
- PERFORMING ARTS & EDUCATION ASSOCIATION OF SOUTHWEST IOWA INC EIN 75-3123674 · last filed 990 for 2025
- AMERICAS CHOICE COMMUNITY OF RED OAK EIN 47-0743477 · last filed 990 for 2025
- RED OAK CHAMBER AND INDUSTRY ASSOCIATION INC EIN 27-0823236 · last filed 990 for 2025
- RED OAK GRAND THEATRE INC EIN 27-3023263 · last filed 990 for 2025
- RED OAK HERITAGE FOUNDATION EIN 42-1393844 · last filed 990 for 2025