Nonprofit · EIN 58-6072126
HISTORIC AUGUSTA INC
Tax-exempt · AUGUSTA, GA 30903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $446,258 | $468,501 | -$22,243 | $1,739,819 | $16,133 | $1,723,686 |
| December 31, 2023 | 990 | $401,737 | $583,333 | -$181,596 | $1,763,360 | $17,437 | $1,745,923 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $316,821
- Membership dues
- $104,890
- Program service revenue
- $102,735
- Investment income
- $0
- Net income from fundraising events
- $5,525
- Other revenue
- $26,702
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $88,726
- Other salaries and wages
- $108,941
- Salaries, compensation and benefits (total)
- $212,956
- Professional fundraising fees
- $0
- Accounting fees
- $6,500
- Depreciation
- $58,541
- Program services (functional)
- $215,352
- Management and general (functional)
- $242,667
- Fundraising (functional)
- $10,482
Balance sheet and other
- Total assets, start of year
- $1,763,360
- Total assets, end of year
- $1,739,819
- Total liabilities, end of year
- $16,133
- Net assets, end of year
- $1,723,686
- Land, buildings and equipment
- $1,221,100
- Net assets without donor restrictions
- $1,723,686
- Gross receipts
- $470,246
- Employees
- 12
- Year formed
- 1965
- State of legal domicile
- GA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICK MONTGOMERY | EXECUTIVE DI Officer | 40 | $88,726 |
| ELIZABETH K HOPKINS | TRUSTEE Trustee or director, Officer | 1 | $0 |
| GEORGE D BUSH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOSHUA BAKER | TREASURER Trustee or director | 1 | $0 |
| JAN HODGES BURCH | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON K DIAL | TRUSTEE Trustee or director | 1 | $0 |
| DR FAYE HARGROVE | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT MAULDIN | 1ST VICE PRE Trustee or director, Officer | 1 | $0 |
| JAMES O'NEAL | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS RUCKER | TRUSTEE Trustee or director | 1 | $0 |
| PAMELA DORMINY-UROS | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GORDON MCBRAYER | 2ND VICE PRE Trustee or director | 1 | $0 |
| KATE SASNETT BAILEY | TRUSTEE Trustee or director | 1 | $0 |
| RACHEL CAGLE | TRUSTEE Trustee or director | 1 | $0 |
| JOHN CATES | TRUSTEE Trustee or director | 1 | $0 |
59 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FLYTHE | TRUSTEE Trustee or director | 1 | $0 |
| LAURA IRWIN | TRUSTEE Trustee or director | 1 | $0 |
| NATHAN JOLLES | TRUSTEE Trustee or director | 1 | $0 |
| ANN KNOX | TRUSTEE Trustee or director | 1 | $0 |
| LIBBY MACUCH | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH MCGEE | TRUSTEE Trustee or director | 1 | $0 |
| SCYLANCE SCOTT | TRUSTEE Trustee or director | 1 | $0 |
| JEFF SPEARS | TRUSTEE Trustee or director | 1 | $0 |
| MEGAN SUTTON | TRUSTEE Trustee or director | 1 | $0 |
| MAX VALLOTTON | TRUSTEE Trustee or director | 1 | $0 |
| JOHN WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT CAISON | TRUSTEE Trustee or director | 1 | $0 |
| DR BENJAMIN CASELLA | TRUSTEE Trustee or director | 1 | $0 |
| MARY HULL PALMER CRAWFORD | TRUSTEE Trustee or director | 1 | $0 |
| ALLEN GRINALDS | TRUSTEE Trustee or director | 1 | $0 |
| BAKER HATCHER | TRUSTEE Trustee or director | 1 | $0 |
| GREG OSTEEN HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| JASON KENNEDY | TRUSTEE Trustee or director | 1 | $0 |
| DR JOSHUA LANE | TRUSTEE Trustee or director | 1 | $0 |
| HON J CARLISLE OVERSTREET | TRUSTEE Trustee or director | 1 | $0 |
| ELLEN NEAL PRUITT | TRUSTEE Trustee or director | 1 | $0 |
| KATIE WYNN | TRUSTEE Trustee or director | 1 | $0 |
| KIRBY YAWN | TRUSTEE Trustee or director | 1 | $0 |
| JACKIE M BLANCHARD | HONORARY TRU Trustee or director | 1 | $0 |
| PATRICK G BLANCHARD | HONORARY TRU Trustee or director | 1 | $0 |
| ANN B BOARDMAN | HONORARY TRU Trustee or director | 1 | $0 |
| CLAYTON P BOARDMAN III | HONORARY TRU Trustee or director | 1 | $0 |
| NANCY H BOWERS | HONORARY TRU Trustee or director | 1 | $0 |
| DR LEE ANN CALDWELL | WILSON HOUSE Trustee or director, Officer | 1 | $0 |
| ANN CLAIBORNE CHRISTIAN | HONORARY TRU Trustee or director | 1 | $0 |
| MARIAN CLARK | HONORARY TRU Trustee or director | 1 | $0 |
| BRYAN M HALTERMANN | HONORARY TRU Trustee or director | 1 | $0 |
| GEORGE S HARRISON | HONORARY TRU Trustee or director | 1 | $0 |
| W TENNENT HOUSTON | HONORARY TRU Trustee or director | 1 | $0 |
| PAUL G KING | HONORARY TRU Trustee or director | 1 | $0 |
| PAULA C KNOX | HONORARY TRU Trustee or director | 1 | $0 |
| W CAMERON NIXON | HONORARY TRU Trustee or director | 1 | $0 |
| ROBERT C OSBORNE | HONORARY TRU Trustee or director | 1 | $0 |
| HM OSTEEN JR | HONORARY TRU Trustee or director | 1 | $0 |
| THOMAS HEARD ROBERTSON | HONORARY TRU Trustee or director | 1 | $0 |
| CAROLYN A SIMON | HONORARY TRU Trustee or director | 1 | $0 |
| CHRISTINE MILLER-BETTS | EX-OFFICIO Trustee or director | 1 | $0 |
| LAURIE MCRAE | SECRETARY Trustee or director | 1 | $0 |
| ANNE S FLOYD | EX-OFFICIO Trustee or director | 1 | $0 |
| AL DALLAS | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER GEOFFROY | TRUSTEE Trustee or director | 1 | $0 |
| KAYCIE JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MATTHEWS | TRUSTEE Trustee or director | 1 | $0 |
| JOY NEWBERRY | TRUSTEE Trustee or director | 1 | $0 |
| JANE KNOX BARRETT | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN CLAPP | TRUSTEE Trustee or director | 1 | $0 |
| KAYLA COOPER | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE HARDY | TRUSTEE Trustee or director | 1 | $0 |
| TENNENT HOUSTON JR | TRUSTEE Trustee or director | 1 | $0 |
| LEE LITTLE | EVENTS CHAIR Trustee or director | 1 | $0 |
| COREY ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| ANN BETH STRELEC | TRUSTEE Trustee or director | 1 | $0 |
| LEON MABEN | EX-OFFICIO T Trustee or director | 1 | $0 |
| JACK WEINSTEIN | EX-OFFICIO T Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 57 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICK MONTGOMERY | EXECUTIVE DI Officer | 40 | $85,755 |
| ELIZABETH K HOPKINS | 2ND VICE PRE Trustee or director, Officer | 1 | $0 |
| GEORGE D BUSH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOSHUA BAKER | TREASURER Trustee or director | 1 | $0 |
| JAN HODGES BURCH | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON K DIAL | TRUSTEE Trustee or director | 1 | $0 |
| DR FAYE HARGROVE | TRUSTEE Trustee or director | 1 | $0 |
| BENJAMIN R HARRISON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT MAULDIN | TRUSTEE Trustee or director, Officer | 1 | $0 |
| JAMES O'NEAL | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS RUCKER | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY HOCK SMITH | TRUSTEE Trustee or director | 1 | $0 |
| BECKY HOCK SMITH | TRUSTEE Trustee or director | 1 | $0 |
| PAMELA DORMINY-UROS | TRUSTEE Trustee or director | 1 | $0 |
| KATE SASNETT BAILEY | AUCTION COMM Trustee or director | 1 | $0 |
| JOHN CATES | TRUSTEE Trustee or director | 1 | $0 |
| JOHN FLYTHE | TRUSTEE Trustee or director | 1 | $0 |
| LAURA IRWIN | TRUSTEE Trustee or director | 1 | $0 |
| ANN KNOX | TRUSTEE Trustee or director | 1 | $0 |
| LIBBY MACUCH | TRUSTEE Trustee or director | 1 | $0 |
| SCYLANCE SCOTT | TRUSTEE Trustee or director | 1 | $0 |
| MEGAN SUTTON | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT CAISON | TRUSTEE Trustee or director | 1 | $0 |
| DR BENJAMIN CASELLA | TRUSTEE Trustee or director | 1 | $0 |
| MARY HULL PALMER CRAWFORD | TRUSTEE Trustee or director | 1 | $0 |
| ALLEN GRINALDS | TRUSTEE Trustee or director | 1 | $0 |
| BAKER HATCHER | TRUSTEE Trustee or director | 1 | $0 |
| GREG OSTEEN HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| JASON KENNEDY | TRUSTEE Trustee or director | 1 | $0 |
| DR JOSHUA LANE | TRUSTEE Trustee or director | 1 | $0 |
| HON J CARLISLE OVERSTREET | TRUSTEE Trustee or director | 1 | $0 |
| ELLEN NEAL PRUITT | TRUSTEE Trustee or director | 1 | $0 |
| KATIE WYNN | TRUSTEE Trustee or director | 1 | $0 |
| KIRBY YAWN | TRUSTEE Trustee or director | 1 | $0 |
| JACKIE M BLANCHARD | HONORARY TRU Trustee or director | 1 | $0 |
| PATRICK G BLANCHARD | HONORARY TRU Trustee or director | 1 | $0 |
| ANN B BOARDMAN | HONORARY TRU Trustee or director | 1 | $0 |
| CLAYTON P BOARDMAN III | HONORARY TRU Trustee or director | 1 | $0 |
| NANCY H BOWERS | HONORARY TRU Trustee or director | 1 | $0 |
| DR LEE ANN CALDWELL | WILSON HOUSE Trustee or director, Officer | 1 | $0 |
| ANN CLAIBORNE CHRISTIAN | HONORARY TRU Trustee or director | 1 | $0 |
| MARIAN CLARK | HONORARY TRU Trustee or director | 1 | $0 |
| BRYAN M HALTERMANN | HONORARY TRU Trustee or director | 1 | $0 |
| GEORGE S HARRISON | HONORARY TRU Trustee or director | 1 | $0 |
| W TENNENT HOUSTON | HONORARY TRU Trustee or director | 1 | $0 |
| PAUL G KING | HONORARY TRU Trustee or director | 1 | $0 |
| PAULA C KNOX | HONORARY TRU Trustee or director | 1 | $0 |
| W CAMERON NIXON | HONORARY TRU Trustee or director | 1 | $0 |
| ROBERT C OSBORNE | HONORARY TRU Trustee or director | 1 | $0 |
| HM OSTEEN JR | HONORARY TRU Trustee or director | 1 | $0 |
| THOMAS H ROBERTSON | HONORARY TRU Trustee or director | 1 | $0 |
| CAROLYN A SIMON | HONORARY TRU Trustee or director | 1 | $0 |
| BECKY H SMITH | HONORARY TRU Trustee or director | 1 | $0 |
| CHRISTINE MILLER-BETTS | EX-OFFICIO Trustee or director | 1 | $0 |
| LAURIE MCRAE | SECRETARY Trustee or director | 1 | $0 |
| ANNE S FLOYD | EX-OFFICIO Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 37, AUGUSTA, GA 30903-0037
- Principal officer (990 for 2024)
- ERICK MONTGOMERY, 415 SEVENTH ST, AUGUSTA, GA 30901
- Signed the 990
- ERICK MONTGOMERY, EXECUTIVE DIRECTOR
- Phone
- (706) 724-0436
- Website
- WWW.HISTORICAUGUSTA.ORG
- Return prepared by
- RHODEN CPA FIRM
Mission
TO PRESERVE HISTORIC SITES AND STRUCTURES IN AUGUSTA AND RICHMOND COUNTY, GEORGIA.
Program accomplishments
- TOURS AND SPECIAL ACTIVITIES SUCH AS AUCTIONS, TO RAISE AWARENESS, EDUCATE MEMBERS AND GENERAL PUBLIC OF THE HISTORY OF AUGUSTA; INCLUDES COST OF TOURS.Expenses $40,496 · revenue $28,875
- CREATING A BOOK DETAILING HISTORICAL ITEMS OF NOTE IN AUGUSTA - THE AUGUSTA BOOK PROJECT.Expenses $14,398 · revenue $18,023
- ASSISTING HISTORICAL STRUCTURES AND PROPERTIES IN DOWNTOWN AUGUSTA, WITH REPAIRS AND MAINTENANCE ON THE STRUCTURES.Expenses $55,798 · revenue $27,944
- OTHER PROGRAMS TO RAISE PUBLIC AWARENESS OF THE HISTORIC SITES OF GEORGIAExpenses $104,660 · revenue $27,893
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-6072126
- 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
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,739,819
- Income (IRS master file)
- $470,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $446,258 | $468,501 | $1,739,819 | XML |
| 990 | December 2023 | $401,737 | $583,333 | $1,763,360 | XML |
| 990 | December 2022 | $663,372 | $527,248 | $1,941,812 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 58-6072126).
Questions about HISTORIC AUGUSTA INC
- What is the EIN of HISTORIC AUGUSTA INC?
- The employer identification number (EIN) of HISTORIC AUGUSTA INC is 58-6072126.
- Is HISTORIC AUGUSTA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to HISTORIC AUGUSTA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC AUGUSTA 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 HISTORIC AUGUSTA INC 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 HISTORIC AUGUSTA INC 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 HISTORIC AUGUSTA INC?
- The 990 for the year ended December 31, 2024 names ERICK MONTGOMERY.
- Who are the officers and directors of HISTORIC AUGUSTA INC?
- The 990 for the year ended December 31, 2024 lists 74 people; 1 received compensation from the organization, the highest $88,726 (ERICK MONTGOMERY, EXECUTIVE DI).
- How much revenue does HISTORIC AUGUSTA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $446,258, expenses of $468,501 and total assets of $1,739,819 at year end.
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- AUGUSTA SYMPHONY INC EIN 58-1806334 · last filed 990 for 2025
- AUGUSTA MUSEUM OF HISTORY INC EIN 58-6000097 · last filed 990 for 2025
- FORE AUGUSTA FOUNDATION INC EIN 58-2415361 · last filed 990 for 2024
- GERTRUDE HERBERT INSTITUTE OF ART INC EIN 58-6004465 · last filed 990 for 2025
- AUGUSTA MINI THEATRE INC EIN 58-1374032 · last filed 990 for 2025
- SACRED HEART CULTURAL CENTER INC EIN 58-1750019 · last filed 990 for 2025
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