UPPER SWAN VALLEY HISTORICAL SOCIETY INC

Financials

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-EZ for the year ended December 31, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

PO BOX 1128, CONDON, MT 59826-1128

In care of

% STEVE LAMAR

Mailing address (990-N for 2010)

P O Box 1128, Condon MT 59826

Principal officer (990-N for 2010)

Katharine A Beers, 584 Remicks Road, Condon MT 59826

Signed the 990-EZ

KATHARINE A BEERS, Treasurer

Phone

(406) 754-4551

Website

www.swanvalleyhistoricalsociety.org

Return prepared by

Valley Bookkeeping & Tax Svc

Mission

Collecting, preserving, and sharing local history and cultural heritage of the Swan Valley in Montana.

Program accomplishments

• NEWSLETTERSDuring 2025, the Upper Swan Valley Historical Society, Inc. continued the writing and publication of four quarterly newsletters that are mailed to approximately 595 full-time and part-time residents of the Swan Valley, Montana. Each newsletter is filled with program and project updates, local historical information, recipes, and personal stories. Public information is also available on the organization's web-site that features information on programs and activities for the benefit of the organization and the community. During 2025, there were approximately 4,159 visits to the web-site.
  Expenses $6,727
• MUSEUM AND HERITAGE SITEOne of the programs of the Upper Swan Valley Historical Society, Inc. is management of the organization's Museum and Heritage Site established to showcase historical items, artifacts, and exhibits and to archive information and materials. There are no other government, cultural, or historic offices in this small, unique, rural community. The goals of providing preservation of the cultural and historical heritage of the Swan Valley, Montana and providing educational and research opportunities for public benefit and enjoyment are being continued. During 2025, the organization continued to improve the building and land at the local Museum and Heritage Site, including expansion of the outdoor interpretive exhibits with additions to the Native American Camp exhibit and a replica of the children's antique wooden train. Various exhibits and displays of items from early day one-room schoolhouses, fire lookouts, sawmills, hunting and fishing camps, homesteads, and other historic memorabilia were viewed by the estimated 691 visitors who toured the museum during 2025. The Museum's exhibits and displays chronicle the community's settling and the spirit of the homesteading pioneers. The annual August story-telling program theme was The History of Log Home Construction and included a tour and demonstrations of scribing and notching techniques. In the fall, area students toured the Museum, played traditional games, learned butter making, measuring tree growth, a history of homesteading, and about Montana Indian tribes and the Tipi Camp. In addition to maintaining the exhibits and displays in the Museum, plans for the future include continuing to expand the outdoor interpretive exhibits and the Native American Camp exhibit.
  Expenses $47,535
• FROSTBITE FESTIVALIn December 2025, the Upper Swan Valley Historical Society, Inc.'s Event Coordinator developed and organized the annual Frostbite Festival and Holiday Bazaar featuring local artists and crafters. During the Frostbite Festival, adults and children enjoyed a family-oriented event held at the local elementary school to bring the community together for activities and camaraderie.
  Expenses $432
• FOURTH OF JULY CELEBRATIONDuring the annual Fourth of July community celebration, more than 168 adults and children visited the Upper Swan Valley Historical Society, Inc.'s annual history displays, photo and memorabilia exhibits, and historical cabin exhibits at the Museum and Heritage Site. In addition to the popular Historical Society photo and memorabilia exhibits, the organization served huckleberry ice cream, a 4th of July tradition. The 2025 themes for the 4th of July celebration were the antique Quilt Display and the Log Home Construction Exhibit.
  Expenses $169
• ORAL HISTORY PROJECTOver the past decade, The Upper Swan Valley Oral History Project has recorded over 175 interviews with the early residents, along with collecting photographs, maps, documents, and other memorabilia. In 2011, the Upper Swan Valley Historical Society, Inc. produced a book, "Montana, Voices of the Swan", containing 65 historical summaries of recorded interviews with earlier settlers, their descendants, or others who knew the Swan Valley in former years. Their "voices" tell the story of lives of mingled hardship and joy in earlier days in the Swan Valley of Montana. During 2013, and periodically updated since then, the Upper Swan Valley Historical Society, Inc. produced "As Time Goes By: A Chronology of the Swan Valley" that includes information about historical events such as exploration, homesteading, logging, and development occurring from 1854 through 2023, and provides an easy-to-use reference about the natural, cultural, and historical aspects of the Swan Valley. The history of the historic lodge at Lindbergh Lake in the Swan Valley, Montana, was documented in the first DVD film produced by USVHS that debuted in February, 2014. During 2015, the video project film, "Wrangler, Dudes, and Homesteaders", using techniques of oral storytelling, photographic documentation, and historical research, was continued documenting the history of the Gordon Ranch and Holland Lake Lodge areas to capture the history of the historic lodges before it is lost. In continuation of the oral history project, during 2015, the USVHS published the "Huck Book" full of local recipes, photos, memories, nostalgia, and historical accounts including recipes that came from early day homesteaders and settlers that have been handed down through the generations. During 2017, the USVHS published "The Gathering Place, Swan Valley's Gordon Ranch". The book includes historical anecdotes, comments, and tales that document the life and times around the Gordon Ranch. During 2025, work was continued on summarizing and transcribing recorded interviews for the purpose of making the stories suitable for inclusion in a future oral history book. The objective of the Oral History Project is to preserve the history of the Swan Valley and make it available for present and future generations. The goal is to continue collecting oral histories of Swan Valley residents by conducting interviews, preparing transcripts, and sharing the stories with the local community and other interested people. Plans include continuing the Oral History Project with interviews, photos, and historic stories.
  Expenses $253

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.

IRS record

EIN

77-0666044

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

2008

Accounting year ends

December

Files

Form 990 or 990-EZ

Category (NTEE)

Arts, culture and humanities (A80)

Assets (IRS master file)

$332,303

Income (IRS master file)

$60,393

Filing history

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 77-0666044).

Questions about UPPER SWAN VALLEY HISTORICAL SOCIETY INC

What is the EIN of UPPER SWAN VALLEY HISTORICAL SOCIETY INC?

The employer identification number (EIN) of UPPER SWAN VALLEY HISTORICAL SOCIETY INC is 77-0666044.

Is UPPER SWAN VALLEY HISTORICAL SOCIETY INC tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.

Are donations to UPPER SWAN VALLEY HISTORICAL SOCIETY INC tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does UPPER SWAN VALLEY 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 UPPER SWAN VALLEY HISTORICAL SOCIETY INC 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 UPPER SWAN VALLEY HISTORICAL SOCIETY INC last file with the IRS?

The latest return in the IRS public files is the 990-EZ for the year ended December 2025.

Who is the principal officer of UPPER SWAN VALLEY HISTORICAL SOCIETY INC?

The 990-N for 2010 names Katharine A Beers.

Who are the officers and directors of UPPER SWAN VALLEY HISTORICAL SOCIETY INC?

The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.

How much revenue does UPPER SWAN VALLEY HISTORICAL SOCIETY INC have?

On its 990-EZ for the year ended December 31, 2025 it reported revenue of $58,753, expenses of $64,967 and total assets of $332,303 at year end.

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