Nonprofit · EIN 52-1402993
MONTGOMERY PRESERVATION INC
Also known as COMMUNITY PLANNING NORTH MNCPPC
Tax-exempt · ROCKVILLE, MD 20849
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $201,093 | $76,043 | $125,050 | $1,119,332 | $0 | $1,119,332 |
| June 30, 2024 | 990 | $27,682 | $54,707 | -$27,025 | $987,737 | $0 | $987,737 |
| June 30, 2023 | 990 | $61,174 | $49,911 | $11,263 | $1,007,488 | $0 | $1,007,488 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $159,878
- Membership dues
- $25
- Program service revenue
- $485
- Investment income
- $40,730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,733
- Occupancy
- $15,113
- Depreciation
- $19,133
- Program services (functional)
- $74,292
- Management and general (functional)
- $1,751
Balance sheet and other
- Total assets, start of year
- $987,737
- Total assets, end of year
- $1,119,332
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,119,332
- Land, buildings and equipment
- $342,784
- Publicly traded securities
- $754,156
- Net assets without donor restrictions
- $899,332
- Net assets with donor restrictions
- $220,000
- Gross receipts
- $201,093
- Employees
- 0
- Year formed
- 1984
- 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 |
|---|---|---|---|
| KAREN BURDITT | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| JUDITH CHRISTENSEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| KATHERINE DEWITT | BOARD MEMBER Trustee or director | 5 | $0 |
| MARK EDWARDS | BOARD MEMBER Trustee or director | 5 | $0 |
| JEAN FINDLAY | BOARD MEMBER Trustee or director | 5 | $0 |
| SANDRA HEILER | TREASURER Trustee or director, Officer | 6 | $0 |
| WENDY KAUFMAN | BOARD MEMBER Trustee or director | 5 | $0 |
| DIANA KOHN | BOARD MEMBER Trustee or director | 5 | $0 |
| KATHY LYONS | BOARD MEMBER Trustee or director | 5 | $0 |
| JERRY MCCOY | BOARD MEMBER Trustee or director | 5 | $0 |
| EILEEN MCGUCKIAN | PRESIDENT Trustee or director, Officer | 20 | $0 |
| NANCY PICKARD | BOARD MEMBER Trustee or director | 5 | $0 |
| JOHN SERY | BOARD MEMBER Trustee or director | 5 | $0 |
| SUSAN SODERBERG | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN BURDITT | VICE PRESIDE Trustee or director | 5 | $0 |
| JUDITH CHRISTENSEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| KATHERINE DEWITT | BOARD MEMBER Trustee or director | 5 | $0 |
| MARK EDWARDS | DIRECTOR Trustee or director | 5 | $0 |
| JEAN FINDLAY | BOARD MEMBER Trustee or director | 5 | $0 |
| SANDRA HEILER | TREASURER Trustee or director, Officer | 6 | $0 |
| CAROL IRELAND | BOARD MEMBER Trustee or director | 5 | $0 |
| DIANA KOHN | BOARD MEMBER Trustee or director | 5 | $0 |
| KATHY LYONS | DIRECTOR Trustee or director | 5 | $0 |
| JERRY MCCOY | BOARD MEMBER Trustee or director | 5 | $0 |
| EILEEN MCGUCKIAN | PRESIDENT Trustee or director, Officer | 20 | $0 |
| NANCY PICKARD | BOARD MEMBER Trustee or director | 5 | $0 |
| JOHN SERY | BOARD MEMBER Trustee or director | 5 | $0 |
| SUSAN SODERBERG | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN BURDITT | BOARD MEMBER Trustee or director | 5 | $0 |
| JUDITH CHRISTENSEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| KATHERINE DEWITT | BOARD MEMBER Trustee or director | 5 | $0 |
| JEAN FINDLAY | BOARD MEMBER Trustee or director | 5 | $0 |
| SANDRA HEILER | TREASURER Trustee or director, Officer | 6 | $0 |
| CAROL IRELAND | BOARD MEMBER Trustee or director | 5 | $0 |
| DIANA KOHN | BOARD MEMBER Trustee or director | 5 | $0 |
| JERRY MCCOY | BOARD MEMBER Trustee or director | 5 | $0 |
| EILEEN MCGUCKIAN | PRESIDENT Trustee or director, Officer | 20 | $0 |
| NANCY PICKARD | BOARD MEMBER Trustee or director | 5 | $0 |
| JOHN SERY | BOARD MEMBER Trustee or director | 5 | $0 |
| SUSAN SODERBERG | BOARD MEMBER Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4661, ROCKVILLE, MD 20849-4661
- In care of
- % MS GWEN MARCUS
- Principal officer (990 for 2024)
- EILEEN MCGUCKIAN, 11807 DINWIDDIE DRIVE, ROCKVILLE, MD 20852
- Signed the 990
- EILEEN MCGUCKIAN, PRESIDENT
- Phone
- (240) 205-2387
- Return prepared by
- SELBY & POULIN PA
Mission
THE MISSION OF MONTGOMERY PRESERVATION, INC. IS TO PRESERVE, PROTECT AND PROMOTE MONTGOMERY COUNTY'S RICH ARCHITECTURAL HERITAGE AND HISTORIC LANDSCAPES.
Program accomplishments
- MPI ADVOCATES FOR THE PRESERVATION OF MONTGOMERY COUNTY'S HISTORIC BUILDINGS, OBJECTS AND SPACES. AS PART OF THIS MISSION, IN JULY 1998 MPI BECAME THE OWNER OF THE HISTORIC B&O RAILROAD STATION IN SILVER SPRING, MARYLAND WHERE IT FREQUENTLY OFFERS PUBLIC PROGRAMS AND RENTS OUT FOR SPECIAL EVENTS.Expenses $67,254
- MPI SPONSORS THE ANNUAL MONTGOMERY COUNTY AWARDS FOR HISTORIC PRESERVATION PROGRAM, WHICH RECOGNIZES SUPERIOR HISTORIC PRESERVATION EFFORTS BY OWNERS, EDUCATORS AND ORGANIZATIONS. MPI ALSO HOSTS EVENTS AND WORKSHOPS ON TOPICS SUCH AS TAX CREDIT PROGRAMS AND MANSIONIZATION, TO HIGHLIGHT THE IMPORTANCE OF HISTORIC PRESERVATION AS PUBLIC POLICY. MPI EDUCATES THE PUBLIC ABOUT COUNTY HERITAGE RESOURCES AND HISTORIC PRESERVATION'S ROLE IN CREATING LIVABLE, ECONOMICALLY VIABLE AND DISTINCT COMMUNITIES.Expenses $6,113
- MPI PARTNERS WITH NONPROFIT LOCAL GROUPS AND INDIVIDUALS WHO SHARE PRESERVATION GOALS. THIS INCLUDES CO-SPONSORSHIP OF EDUCATIONAL PROGRAMS, CONDUCTING SPECIAL EVENTS, FUND-RAISING FOR RELATED CAUSES, VIRTUAL PRESENTATIONS, AND PARTICIPATION IN HERITAGE DAYS. MPI HOLDS FREE OPEN HOUSES EVERY MONTH AT THE B&O STATION AND HELPS TO PROTECT HISTORIC PLACES AND LANDSCAPES BY WEIGHING IN ON PROPOSALS AFFECTING THEM. FOR A DECADE MPI HAS BEEN ENGAGED IN PLANNING FOR THE HIKER-BIKER TRAIL PLANNED BY MCDOT. MPI'S SIGNATURE EVENT IS THE ANNUAL AWARDS FOR HISTORIC PRESERVATION.Expenses $925
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
- 52-1402993
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,119,332
- Income (IRS master file)
- $201,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $201,093 | $76,043 | $1,119,332 | IRS |
| 990 | June 2024 | $27,682 | $54,707 | $987,737 | IRS |
| 990 | June 2023 | $61,174 | $49,911 | $1,007,488 | XML |
| 990 | June 2022 | $24,310 | $42,047 | $983,224 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 52-1402993).
Questions about MONTGOMERY PRESERVATION INC
- What is the EIN of MONTGOMERY PRESERVATION INC?
- The employer identification number (EIN) of MONTGOMERY PRESERVATION INC is 52-1402993.
- Is MONTGOMERY PRESERVATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to MONTGOMERY PRESERVATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY PRESERVATION 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 PRESERVATION 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 PRESERVATION 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 PRESERVATION INC?
- The 990 for the year ended June 30, 2025 names EILEEN MCGUCKIAN.
- Who are the officers and directors of MONTGOMERY PRESERVATION INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY PRESERVATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $201,093, expenses of $76,043 and total assets of $1,119,332 at year end.
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