Civic Intelligence

Montgomery Historical Society

EIN 03-0268694 • 501(c)3 • Montgomery, VT

Profile

Preserve artifacts, structures and memorabilia of historical interest to the Town of Montgomery, Vermont and sponsor cultural and civic programs

PO Box 47Montgomery, VT 05470

montgomeryhistoricalsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$210,288

Up $18,147 (+9.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$210,288

Up $18,147 (+9.4%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$36,856

Down $38,137 (-51%) from 2014

Expenses

Up

$18,709

Up $4,465 (+31%) from 2014

Net Income

Down

$18,147

Down $42,602 (-70%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $131,392Liabilities 2013: $0Net Assets 2013: $131,3922013Assets 2014: $192,141Liabilities 2014: $0Net Assets 2014: $192,1412014Assets 2015: $210,288Liabilities 2015: $0Net Assets 2015: $210,2882015

Highlighted filing

2015

Assets$210,288
Liabilities$0
Net Assets$210,288
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2013: $89,162Expenses 2013: $20,218Net Income 2013: $68,9442013Revenue 2014: $74,993Expenses 2014: $14,244Net Income 2014: $60,7492014Revenue 2015: $36,856Expenses 2015: $18,709Net Income 2015: $18,1472015

Highlighted filing

2015

Revenue$36,856
Expenses$18,709
Net Income$18,147
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,288
Liabilities
$0
Net assets
$210,288
Revenue
$36,856
Expenses
$18,709
Net income
$18,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.37$0.19$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.75$0.14$0.61
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.89$0.20$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 1, 2016
Return Version
2015v2.1
Gross Receipts
$37,126
Mission and Program Overview

Mission

Preserve artifacts, structures and memorabilia of historical interest to the Town of Montgomery, Vermont and sponsor cultural and civic programs

Program Services

DescriptionGrantsExpenses
The Society concluded the West Wall preservation project of Pratt Hall. Reconfigured the Hall to allow more room for functions and exhibits. Hosted various celebrations and activities for the town folk to enjoy.$500$15,708
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT PERRYChairmanPT$0--
WILLIAM MCGROARTYVice Chairman-$0--
SUZANNE WILSONDirector-$0--
MARIJKE DOLLOISSecretaryPT$0--
MARK BADDORFTreasurerPT$0--
JO ANNE BENNETTDirector-$0--
TIM CHAPINDirectorPT$0--
PAT FARMERDirectorPT$0--
PATTY PERLDirector-$0--
ELSIE SABOROWSKIDirector-$0--
JOHN BEATYDirector-$0--
ROBERT CUMMINSDirector-$0--
ANDRE LABIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Historical Society
EIN
03-0268694
Phone
8023263135
Address
PO Box 47, Montgomery, VT 05470

Signing Officer

Name
Scott Perry
Title
Chairman
Phone
8023263135
Signed
2016-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
Supplemental Narrative

Additional Explanations

Other

“Form 990-EZ, Part I, Lines 10 and 16: See attached schedules”

Form 990EZ, Part I, Line 10

“Scholarship; Education; : , , , ; None, 500.”

Form 990EZ, Part I, Line 16

“Depreciation 4176.”

Form 990EZ, Part I, Line 16

“Insurance 1701.”

Form 990EZ, Part I, Line 16

“Meetings 778.”

Form 990EZ, Part I, Line 16

“Miscellaneous 428.”

Form 990EZ, Part I, Line 16

“Program expenses 1748.”

Raw XML Appendix207 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08023263135
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ReturnHeader/Filer/EIN0030268694
ReturnHeader/Filer/PhoneNum08023263135
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ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005470
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 38
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005491
ReturnHeader/PreparerPersonGrp/PhoneNum08028707086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM S HUCKABAY CPA
ReturnHeader/ReturnTs02016-07-06T10:21:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits