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Nonprofit · EIN 81-0370013

BITTER ROOT VALLEY HISTORICAL SOCIETY

Tax-exempt · HAMILTON, MT 59840

Financials

$244K$243K2023$271K$273K2024
Revenue Expenses · by fiscal year end
Financials of BITTER ROOT VALLEY HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$271,306$273,031-$1,725$285,757$62,398$223,359
December 31, 2023990$244,476$243,344$1,132$276,809$53,292$223,517
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$67,991
Program service revenue
$85,905
Investment income
$11,720
Net gain from sales of assets
$4,608
Net income from fundraising events
$997
Net income from sales of inventory
$6,387
Other revenue
$105,690

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$48,980
Other salaries and wages
$110,050
Salaries, compensation and benefits (total)
$175,875
Professional fundraising fees
$0
Accounting fees
$17,436
Occupancy
$9,924
Travel
$864
Program services (functional)
$273,031

Balance sheet and other

Total assets, start of year
$276,809
Total assets, end of year
$285,757
Total liabilities, end of year
$62,398
Net assets, end of year
$223,359
Publicly traded securities
$162,603
Net assets without donor restrictions
$133,313
Net assets with donor restrictions
$90,046
Gross receipts
$345,139
Employees
9
State of legal domicile
MT

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.

NameTitleHours / weekCompensation
PERRY BARTOLTREASURER
Trustee or director, Officer
2$0
JOANN HOSKOSECRETARY
Trustee or director, Officer
3$0
RUTH WIMBERLYDIRECTOR
Trustee or director
2$0
SCOTT SACRYDIRECTOR
Trustee or director
2$0
PHIL CONNELLYPRESIDENT
Trustee or director, Officer
4$0
PEGGY RIEMERVICE PRESIDE
Trustee or director, Officer
2$0
ELENA LOPEZDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LINDA VOSSDIRECTOR
Trustee or director
2$0
JOANN HOSKOSECRETARY
Trustee or director, Officer
3$0
LAURIE BURNHAMDIRECTOR
Trustee or director
2$0
DAVID BETHMANVICE PRESIDE
Trustee or director, Officer
3$0
PHIL CONNELLYPRESIDENT/TR
Trustee or director, Officer
6$0
PEGGY RIEMERDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
205 BEDFORD, HAMILTON, MT 59840-2853
In care of
% A SIMMERMAN
Principal officer (990 for 2024)
PHIL CONNELLY, 205 BEDFORD ST, HAMILTON, MT 59840
Signed the 990
PHIL CONNELLY, PRESIDENT
Phone
(406) 363-3338
Return prepared by
DAVIS GROUP PLLC

Mission

ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE.

990 for the year ended December 31, 2024

Program accomplishments

  • LINE 4A: OPERATE THE RAVALLI COUNTY MUSEUM BRVHS OPERATES AND SUPPORTS THE RAVALLI COUNTY MUSEUM IN THE HISTORIC A.J. GIBSON COURTHOUSE BUILT IN 1900. THE MUSEUM IS STAFFED AND OPEN TO THE PUBLIC YEAR-ROUND WITH ROTATING AND PERMANENT EXHIBITS AND EDUCATION PROGRAMMING THAT FOCUSES ON LOCAL HISTORY, ART, AND NATURAL HISTORY. IT PRESERVES ARCHIVES AND ARTIFACTS THAT NUMBER IN THE TENS OF THOUSANDS MAKING THESE ITEMS ACCESSIBLE TO EXPLORE THE HISTORY OF OUR VALLEY AND REGION FROM PAST TO PRESENT DAY. OPEN ALL YEAR FROM TUESDAY THRU SATURDAY WITH FREE ADMISSION ON THURSDAY AND SATURDAY. THE MUSEUM SERVES THE ENTIRE REGION ATTRACTING OVER 9,000 VISITORS AND TOURISTS EACH YEAR.
    Expenses $198,881 · revenue $16,280
  • LINE 4B: MCINTOSH APPLE DAY & LIQUID APPLE NIGHT IN THE FALL, MCINTOSH APPLE DAY & LIQUID APPLE NIGHT CULTURAL HERITAGE FESTIVALS CELEBRATE THE APPLE BOOM THAT HELPED TO SETTLE THIS AREA IN 1880S TO 1920S. THIS WAS THE 45TH APPLE DAY PRESENTED BY THE MUSEUM, FEATURING 700 HANDMADE MCINTOSH APPLE PIES, APPLE BUTTER STIRRED ONSITE, CARAMEL APPLES, APPLE FRITTERS, AND FRESH CIDER FROM A VINTAGE CIDER PRESS. OVER 175 FRESH PRODUCE AND CRAFT VENDORS FROM AROUND THE REGION OFFER THEIR WARES TO THE MANY ATTENDEES. THE HARD CIDER FESTIVAL IN THE EVENING OFFERS LOCALLY MADE CIDERS TO TASTE WHILE ENJOYING MUSIC ON THE MUSEUM LAWN TO CLOSE OUT THE DAY. THESE EVENTS ATTRACT THOUSANDS OF VISITORS, SUPPORTING LOCAL MERCHANTS AND EXPLORING THE HISTORY AND CULTURES OF THE BITTER ROOT VALLEY.
    Expenses $17,044 · revenue $52,405
  • LINE 4C: OUTREACH AND EDUCATIONAL ACTIVITIES THE MUSEUM IS AN EDUCATIONAL VENUE WITH GUIDED AND INDIVIDUAL OPPORTUNITIES TO EXPLORE THE RICH HISTORY OF THE BITTER ROOT. WE INVITE OUR GUESTS TO EXPERIENCE OUR HISTORY THROUGH ACTIVITIES, EVENTS, TOURS, AND EXHIBITS. WE HOST STUDENT FIELD TRIPS FOR THE SCHOOLS IN OUR VALLEY AND ARE VISITED BY HUNDREDS OF SCHOOL AGE CHILDREN. FREE FAMILY ACTIVITIES ARE PRESENTED EVERY SATURDAY MORNING FOCUSING ON S.T.E.A.M. CONCEPTS AND NATURAL HISTORY. WE PRESENT ANNUAL CULTURAL HERITAGE EVENTS THAT REINFORCE OUR LIVING HISTORY AND SENSE OF PLACE. IN 2024, THE MAIN COURTROOM GALLERY FEATURED GLACIER PARK: VINTAGE VIEWS AND POLLINATION INVESTIGATION, WITH INTERACTIVE ACTIVITIES FOR ALL AGES. THE NEW HOMESTEAD CABIN ACTIVITY ROOM AND COVERED WAGON OPENED THIS YEAR. OUR NINE EXHIBIT GALLERIES HIGHLIGHT LEWIS & CLARK AND THE SALISH PEOPLE, EARLY SETTLERS, LOGGING, AGRICULTURE, ANTIQUE TOOLS, AND WILDLIFE. OUTSIDE ON THE MUSEUM LAWN, LIVING HISTORY OF THE NEZ PERCE EXHIBIT IS DISPLAYED TELLING THE STORY OF THE NEE-MEE-POO PEOPLE IN THEIR OWN WORDS AND PICTURES.
    Expenses $2,066
  • LINE 4D: OTHER CULTURAL HERITAGE EVENTS THE VALLEY'S DIVERSE CULTURAL HERITAGE IS HIGHLIGHTED EACH YEAR WITH BITTER ROOT DAY HONORING THE SALISH CULTURE AND MONTANA'S STATE FLOWER IN JUNE. THE MUSEUM PROGRAMS INCLUDE COWBOY MUSIC AND POETRY, APPLE BLOSSOM FESTIVAL, VETERANS DAY, VICTORIAN CHRISTMAS, SPEAKERS, AND AUTHOR PRESENTATIONS THROUGHOUT THE YEAR. THE MUSEUM IS A PASSPORT STATION FOR THREE NATIONAL HISTORIC TRAILS: LEWIS & CLARK, NEZ PERCE, AND ICE AGE GLACIERS WITH EXHIBITS TO ADD TO VISITORS' EXPLORATION OF THE PAST.
    Expenses $55,040 · revenue $10,220

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-0370013
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
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$285,757
Income (IRS master file)
$345,139

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$271,306$273,031$285,757XML
990December 2023$244,476$243,344$276,809XML
990December 2022$250,218$236,349$287,509IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 81-0370013).

Questions about BITTER ROOT VALLEY HISTORICAL SOCIETY

What is the EIN of BITTER ROOT VALLEY HISTORICAL SOCIETY?
The employer identification number (EIN) of BITTER ROOT VALLEY HISTORICAL SOCIETY is 81-0370013.
Is BITTER ROOT VALLEY HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to BITTER ROOT VALLEY HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BITTER ROOT VALLEY HISTORICAL 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 BITTER ROOT VALLEY HISTORICAL SOCIETY 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 BITTER ROOT VALLEY HISTORICAL SOCIETY 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 BITTER ROOT VALLEY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names PHIL CONNELLY.
Who are the officers and directors of BITTER ROOT VALLEY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does BITTER ROOT VALLEY HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $271,306, expenses of $273,031 and total assets of $285,757 at year end.

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