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Nonprofit · EIN 76-0027722

MONTGOMERY HISTORY SOCIETY

Tax-exempt · MONTGOMERY, TX 77356

Financials

$39K$56K2023$100K$59K2024$240K$87K2025
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY HISTORY SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$239,939$86,882$153,057$555,921$66,974$488,947
December 31, 2024990-EZ$100,292$59,178$41,114$335,898–$335,898
December 31, 2023990-EZ$39,021$55,623-$16,602$294,777–$294,777
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,127
Program service revenue
$322
Investment income
$205,304
Net gain from sales of assets
$200,717
Net income from fundraising events
$8,786
Other revenue
$29,186

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,800
Occupancy
$31,502
Program services (functional)
$86,882

Balance sheet and other

Total assets, start of year
$335,890
Total assets, end of year
$555,921
Total liabilities, end of year
$66,974
Net assets, end of year
$488,947
Land, buildings and equipment
$220,163
Net assets without donor restrictions
$488,947
Gross receipts
$241,664
Employees
0

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHIRLEY J SCHNEIDERTREASURER
Trustee or director, Officer
–$0
BILLY RAY DUNCANPRESIDENT
Trustee or director, Officer
–$0
BRENDA BEAVENBOARD MEMBER
Trustee or director, Officer
–$0
MARY ECKHARTBOARD MEMBER
Trustee or director, Officer
–$0
EVA RAINSSECRETARY
Trustee or director, Officer
–$0
BEA ROUSEBOARD MEMBER
Trustee or director, Officer
–$0
990-EZ for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
SHIRLEY J SCHNEIDERTREASURER0$0
BILLY RAY DUNCANPRESIDENT0$0
BRENDA BEAVENBOARD MEMBER0$0
MARY ECKHARTBOARD MEMBER0$0
EVA RAINSSECRETARY0$0
BEA ROUSEBOARD MEMBER0$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
DONALD DUNCANVICE PRESIDE0$0
SHIRLEY J SCHNEIDERTREASURER0$0
BILLY RAY DUNCANPRESIDENT0$0
BRENDA BEAVENBOARD MEMBER0$0
MARY ECKHARTBOARD MEMBER0$0
EVA RAINSSECRETARY0$0
BEA ROUSEBOARD MEMBER0$0
DUDLEY BEAVENCHAIRMAN OF0$0

Address and contacts

Address (IRS master file)
PO BOX 513, MONTGOMERY, TX 77356-0513
Principal officer (990 for 2025)
SHIRLEY J SCHNEIDER, 3811 BLACK OAK LANE, MONTGOMERY, TX 77316
Signed the 990
SHIRLEY J SCHNEIDER, TREASURER
Phone
(936) 524-3402
Return prepared by
J W SCHUBERT & COMPANY PC

Mission

PRESERVATION OF AND EDUCATION ABOUT HISTORICAL PROPERTIES IN MONTGOMERY, TX.

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORT FUNDRAISING TO ACCOMPLISH MISSION
  • SUPPORT FUNDRAISNG FOR HISTORICAL MISSION
    Expenses $86,882

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
76-0027722
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
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$555,921
Income (IRS master file)
$241,664

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$239,939$86,882$555,921XML
990-EZDecember 2024$100,292$59,178$335,898XML
990-EZDecember 2023$39,021$55,623$294,777XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 76-0027722).

Questions about MONTGOMERY HISTORY SOCIETY

What is the EIN of MONTGOMERY HISTORY SOCIETY?
The employer identification number (EIN) of MONTGOMERY HISTORY SOCIETY is 76-0027722.
Is MONTGOMERY HISTORY SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to MONTGOMERY HISTORY SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTGOMERY HISTORY 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 HISTORY SOCIETY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY HISTORY SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MONTGOMERY HISTORY SOCIETY?
The 990 for the year ended December 31, 2025 names SHIRLEY J SCHNEIDER.
Who are the officers and directors of MONTGOMERY HISTORY SOCIETY?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does MONTGOMERY HISTORY SOCIETY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $239,939, expenses of $86,882 and total assets of $555,921 at year end.

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