Nonprofit · EIN 52-0795346
MONTGOMERY COUNTY HISTORICAL SOCIETY INC
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,096,980 | $762,083 | $334,897 | $5,300,447 | $113,046 | $5,187,401 |
| June 30, 2024 | 990 | $583,081 | $685,525 | -$102,444 | $4,746,680 | $59,892 | $4,686,788 |
| June 30, 2023 | 990 | $1,110,102 | $594,777 | $515,325 | $4,646,576 | $51,456 | $4,595,120 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $948,296
- of which government grants
- $191,866
- Program service revenue
- $25,036
- Investment income
- $123,309
- Net income from sales of inventory
- $339
- Other revenue
- $339
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $144,244
- Other salaries and wages
- $351,503
- Salaries, compensation and benefits (total)
- $562,612
- Professional fundraising fees
- $0
- Occupancy
- $12,351
- Depreciation
- $20,984
- Program services (functional)
- $564,006
- Management and general (functional)
- $95,135
- Fundraising (functional)
- $102,942
Balance sheet and other
- Total assets, start of year
- $4,746,680
- Total assets, end of year
- $5,300,447
- Total liabilities, end of year
- $113,046
- Net assets, end of year
- $5,187,401
- Land, buildings and equipment
- $1,986,873
- Publicly traded securities
- $1,391,283
- Net assets without donor restrictions
- $3,810,606
- Net assets with donor restrictions
- $1,376,795
- Gross receipts
- $1,096,980
- Employees
- 9
- Volunteers
- 228
- Year formed
- 1951
- 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 | Other / benefits |
|---|---|---|---|---|
| MATTHEW B LOGAN | Executive Dir. Officer | 40 | $137,129 | $11,682 |
| IAN SHUMAN | President Trustee or director, Officer | 5 | $0 | $0 |
| MATTHEW S BODE | Vice President Trustee or director, Officer | 5 | $0 | $0 |
| TIMOTHY W MOORE | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| CATHERINE DISHMAN | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| CAMILLE BREWER | At-Large Trustee or director | 5 | $0 | $0 |
| GWEN WRIGHT | Director Trustee or director | 5 | $0 | $0 |
| WILLIAM ALLMAN | Director Trustee or director | 5 | $0 | $0 |
| PARISA KHAMECHI | Director Trustee or director | 5 | $0 | $0 |
| REEMBERTO RODRIGUEZ | Director Trustee or director | 5 | $0 | $0 |
| LOUIS J BOSTON Jr | Director Trustee or director | 5 | $0 | $0 |
| MARGO REID | Director Trustee or director | 5 | $0 | $0 |
| TIFFANY JORDAN | Director Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW B LOGAN | Executive Dir. Officer | 40 | $130,400 |
| IAN SHUMAN | President Trustee or director, Officer | 5 | $0 |
| MATT BODE | Vice President Trustee or director, Officer | 5 | $0 |
| BARBARA MURPHY KROMER | Treasurer Trustee or director, Officer | 5 | $0 |
| KATIE DISHMAN | Secretary Trustee or director, Officer | 5 | $0 |
| CAMILLE BREWER | At-Large Trustee or director | 5 | $0 |
| BILL ALLMAN | Director Trustee or director | 5 | $0 |
| PARISA KHAMECHI | Director Trustee or director | 5 | $0 |
| REEMBERTO RODRIGUEZ | Director Trustee or director | 5 | $0 |
| JAMIE BOSTON | Director Trustee or director | 5 | $0 |
| MARGO REID | Director Trustee or director | 5 | $0 |
| TIFFANY JORDAN | Director Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW B LOGAN | Executive Dir. Officer | 40 | $119,291 |
| IAN SHUMAN | President Trustee or director, Officer | 5 | $0 |
| MATT BODE | Vice President Trustee or director, Officer | 5 | $0 |
| BARBARA MURPHY KROMER | Treasurer Trustee or director, Officer | 5 | $0 |
| KATIE DISHMAN | Secretary Trustee or director, Officer | 5 | $0 |
| CAMILLE BREWER | Director Trustee or director | 5 | $0 |
| SHAUNTA VAUGHN | Director Trustee or director | 5 | $0 |
| BILL ALLMAN | Director Trustee or director | 5 | $0 |
| PARISA KHAMECHI | Director Trustee or director | 5 | $0 |
| REEMBERTO RODRIGUEZ | Director Trustee or director | 5 | $0 |
| JAMIE BOSTON | Director Trustee or director | 5 | $0 |
| MARGO REID | Director Trustee or director | 5 | $0 |
| TIFFANY JORDAN | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 111 W MONTGOMERY AVE, ROCKVILLE, MD 20850-4212
- Principal officer (990 for 2024)
- MATTHEW B LOGAN, 111 WEST MONTGOMERY AVENUE, ROCKVILLE, MD 208504212
- Signed the 990
- MATTHEW B LOGAN, Executive Dir.
- Phone
- (301) 340-2825
- Website
- www.montgomeryhistory.org
- Return prepared by
- DUNHAM AUKAMP & RHODES PLC
Mission
MONTGOMERY HISTORY'S MISSION IS TO COLLECT, PRESERVE, INTERPRET, AND SHARE THE HISTORIES OF ALL OF MONTGOMERY COUNTY RESIDENTS AND COMMUNITIES.
Program accomplishments
- OTHER EDUCATION PROGRAM ACTIVITIESHistory Conversations, our free streaming program, was presented 49 times in fy25 to 10,567 households. We offered speakers bureau presentations on historical topics of Local and regional significance in venues such as senior centers, professional Organizations, neighborhood associations, religious institutions, civic groups, and More. We held multiple walking tours across the community at points of historic significance. Our Montgomery County History Conference was held on October 19, 2024, on Montgomery Colleges Rockville campus and attracted a large, diverse, and enthusiastic audience.Expenses $324,893
- COLLECTIONS, PUBLICATIONS AND MUSEUM ACTIVITIESMHs historic periodical, The Montgomery County Story, released a fall and spring edition. The fall edition highlighted five objects added to collections in the last five years to commemorate Montgomery Historys 80th anniversary. The spring edition was part one of a two-part history spanning more than 60 years and features an in-depth look at the founding and operational history of the Poor Farm and Almshouse. Our artifact collection was in temporary storage for FY25. We received seventeen donations totaling 160 objects. Approximately 1000 objects were inventoried, photographed, and cataloged in our online collections management system.Expenses $123,507
- LIBRARY AND EDUCATIONAL SERVICESMH released The Reed Brothers Dodge online exhibit site in September, which details the history of one of Maryland's oldest family-owned car dealerships. Several of our online exhibits were updated with new content. MH contracted an experienced oral history project manager to run the Black Resistance Oral History Initiative. She interviewed five Black elders over the course of FY25. MH created a landing page for the county's 250th Anniversary events and initiatives, including additional new pages of content for related content.Expenses $115,606
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
- 52-0795346
- 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
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $5,300,447
- Income (IRS master file)
- $1,096,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,096,980 | $762,083 | $5,300,447 | XML |
| 990 | June 2024 | $583,081 | $685,525 | $4,746,680 | IRS |
| 990 | June 2023 | $1,110,102 | $594,777 | $4,646,576 | XML |
| 990 | June 2022 | $697,579 | $693,130 | $4,020,799 | 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 52-0795346).
Questions about MONTGOMERY COUNTY HISTORICAL SOCIETY INC
- What is the EIN of MONTGOMERY COUNTY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of MONTGOMERY COUNTY HISTORICAL SOCIETY INC is 52-0795346.
- Is MONTGOMERY COUNTY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to MONTGOMERY COUNTY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY COUNTY HISTORICAL SOCIETY 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 MONTGOMERY COUNTY HISTORICAL SOCIETY 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 MONTGOMERY COUNTY HISTORICAL SOCIETY 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 MONTGOMERY COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 names MATTHEW B LOGAN.
- Who are the officers and directors of MONTGOMERY COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $137,129 (MATTHEW B LOGAN, Executive Dir.).
- How much revenue does MONTGOMERY COUNTY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,096,980, expenses of $762,083 and total assets of $5,300,447 at year end.
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