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Nonprofit · EIN 86-1068570

MONTEZUMA COUNTY HISTORICAL SOCIETY INC

Tax-exempt · CORTEZ, CO 81321

Financials

$110K$109K2023$98K$148K2024$106K$128K2025
Revenue Expenses · by fiscal year end
Financials of MONTEZUMA COUNTY HISTORICAL SOCIETY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$105,654$128,412-$22,758$522,346$4,489$517,857
December 31, 2024990$97,760$148,291-$50,531$525,130$1,665$523,465
December 31, 2023990$109,968$109,468$500$551,527$388$551,139
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$76,282
of which government grants
$11,250
Membership dues
$11,206
Program service revenue
$517
Investment income
$23,675
Net income from sales of inventory
$5,180
Other revenue
$5,180

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$52,500
Salaries, compensation and benefits (total)
$57,882
Professional fundraising fees
$0
Accounting fees
$4,306
Occupancy
$9,024
Depreciation
$19,764
Program services (functional)
$88,618
Management and general (functional)
$39,794

Balance sheet and other

Total assets, start of year
$525,130
Total assets, end of year
$522,346
Total liabilities, end of year
$4,489
Net assets, end of year
$517,857
Land, buildings and equipment
$290,722
Net assets without donor restrictions
$367,857
Net assets with donor restrictions
$150,000
Gross receipts
$106,273
Employees
1
Year formed
2003
State of legal domicile
CO

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
BRIAN BARTLETTPRESIDENT
Trustee or director, Officer
1$0
TOM HAYDENVICE PRESIDENT
Trustee or director, Officer
1$0
DOLLY GARDNERHISTORIAN
Trustee or director, Officer
1$0
JULIE PAIGETRUSTEE
Trustee or director, Officer
5$0
KAREN SHEEKTRUSTEE
Trustee or director
1$0
TULLI KERSTETTERSECRETARY
Trustee or director
4$0
HELEN WESTTRUSTEE
Trustee or director
1$0
CLAUDIA MARTINTRUSTEE
Trustee or director
1$0
SUSAN RAINTREASURER
Trustee or director, Officer
1$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
BRIAN BARTLETTPRESIDENT
Trustee or director, Officer
1$0
TOM HAYDENVICE PRESIDENT
Trustee or director, Officer
1$0
DOLLY GARDNERHISTORIAN
Trustee or director, Officer
1$0
JULIE PAIGETRUSTEE
Trustee or director, Officer
5$0
KAREN SHEEKTRUSTEE
Trustee or director
1$0
TULLI KERSTETTERSECRETARY
Trustee or director
4$0
HELEN WESTTRUSTEE
Trustee or director
1$0
DeETTA JOHNSONTRUSTEE
Trustee or director
1$0
MIKE LAVEYTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
DOLLY GARDNERTrustee
Trustee or director
1$0
CHARLES GRASSETrustee
Trustee or director
1$0
DEETTA JOHNSONTrustee
Trustee or director
1$0
HELEN WESTTrustee
Trustee or director
1$0
JOYCE LAWERENCETrustee
Trustee or director
1$0
KAREN SHEEKTrustee
Trustee or director
1$0
MIKE LAVEYTrustee
Trustee or director
1$0
FRANK MARTINEZTrustee
Trustee or director
1$0
BRIAN BARTLETTPresident
Officer
1$0
TULLI KERSTETTERSecretary
Officer
1$0
JULIE PAIGETrustee
Officer
1$0
TOM HAYDENVice President
Officer
1$0

Address and contacts

Address (IRS master file)
35 S CHESTNUT ST, CORTEZ, CO 81321-3529
In care of
% VIVIAN KENYON
Mailing address (990-N for 2019)
PO BOX 218, CORTEZ CO 81321
Principal officer (990 for 2025)
ELIZABETH QUINN-MACMILLAN, 35 S CHESTNUT, Cortez, CO 81321
Principal officer (990-N for 2019)
IRIS JOHNSON, PO BOX 218, CORTEZ CO 81321
Signed the 990
ELIZABETH QUINN-MACMILLAN, DIRECTOR
Phone
(970) 516-1100
Return prepared by
Majors and Haley PC

Mission

PRESERVING LOCAL HISTORY AND CULTURE TO ENHANCE THE FUTURE

990 for the year ended December 31, 2025

Program accomplishments

  • MAINTAIN MUSEUM WHICH SHARES THE RICH HISTORY OF MONTEZUMA COUNTY COLORADO AND THE REGION THROUGH EXHIBITS, FILMS, LECTURES AND MORE. MAINTAIN PERMANENT COLLECTIONS OF LOCAL HISTORICAL ITEMS
    Expenses $88,618

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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
86-1068570
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
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$522,346
Income (IRS master file)
$106,273

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$105,654$128,412$522,346IRS
990December 2024$97,760$148,291$525,130XML
990December 2023$109,968$109,468$551,527XML
990December 2022$59,164$83,131$550,751IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-N for 2019
Officer: IRIS JOHNSON
December 31, 2019≤ $50,000 receipts––e-Postcard

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 86-1068570).

Questions about MONTEZUMA COUNTY HISTORICAL SOCIETY INC

What is the EIN of MONTEZUMA COUNTY HISTORICAL SOCIETY INC?
The employer identification number (EIN) of MONTEZUMA COUNTY HISTORICAL SOCIETY INC is 86-1068570.
Is MONTEZUMA COUNTY HISTORICAL SOCIETY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MONTEZUMA COUNTY HISTORICAL SOCIETY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTEZUMA COUNTY 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 MONTEZUMA COUNTY 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 MONTEZUMA COUNTY HISTORICAL SOCIETY INC 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 MONTEZUMA COUNTY HISTORICAL SOCIETY INC?
The 990 for the year ended December 31, 2025 names ELIZABETH QUINN-MACMILLAN.
Who are the officers and directors of MONTEZUMA COUNTY HISTORICAL SOCIETY INC?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does MONTEZUMA COUNTY HISTORICAL SOCIETY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $105,654, expenses of $128,412 and total assets of $522,346 at year end.

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