Civic Intelligence

Montgomery Historical Society

990EZ • Fiscal year 2013 • EIN 03-0268694

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

Organization Profilemontgomeryhistoricalsociety.org
PO Box 47Montgomery, VT 05470

(802) 326-3135

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

77%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

$131,392

No earlier filing loaded for comparison.

Net Assets

$131,392

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

$89,162

No earlier filing loaded for comparison.

Expenses

$20,218

No earlier filing loaded for comparison.

Net Income

$68,944

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$131,392
Liabilities$0
Net Assets$131,392
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$89,162
Expenses$20,218
Net Income$68,944
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$90,358
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
Programs provided to Montgomery, VT and surrounding towns include an annual concert series, art & music presentations, exhibits of historical artifacts, open house with explanatory tour of Pratt Hall, speakers on historical subjects, and an annual Carols & Candles gathering.$500$15,070
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT PERRYChairmanPT$0--
WILLIAM MCGROARTYVice Chairman-$0--
SUZANNE WILSONTreasurerPT$0--
MARIJKE DOLLOISSecretaryPT$0--
PARMA JEWETTDirector-$0--
JO ANNE BENNETDirector-$0--
TIM CHAPINDirectorPT$0--
PAT FARMERDirectorPT$0--
PATTY PERLDirector-$0--
ELSIE SABOROWSKIDirector-$0--
JOHN BEATYDirector-$0--
KEN SECORDirector-$0--
Filing and Contact Details

Filer

EIN
03-0268694
Phone
8023263135

Signing Officer

Name
Scott Perry
Title
Chairman
Phone
8023263135
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Wallace W Tapia CPA
Phone
8028636370
Supplemental Narrative

Additional Explanations

Pt. I, Line 8

“See attached schedule for "Other revenue"”

Pt. I, Line 10

“See attached schedule for "Grants and similar amounts paid"”

Pt. I, Line 16

“See attached schedule for "Other expenses"”

Form 990EZ, Part I, Line 8

“MISCELLANEOUS 106.”

Form 990EZ, Part I, Line 10

“Scholarship education 500.”

Form 990EZ, Part I, Line 16

“Advertising and promotion 1225. Conferences, conventions, meetings 928. Depreciation 1154. Miscellaneous 155. Office expenses 936. Training 300.”

Raw XML Appendix202 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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IRS990EZ/BooksInCareOfDetail/PersonNm0MARIJKE DOLLOIS
IRS990EZ/BooksInCareOfDetail/PhoneNum08023244404
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101742 Hill West Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/State0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode005470
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025574
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM MCGROARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIJKE DOLLOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PARMA JEWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JO ANNE BENNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM CHAPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAT FARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATTY PERL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ELSIE SABOROWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN BEATY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KEN SECOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt04698
IRS990EZ/OtherRevenueTotalAmt0106
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preserve artifacts, structures and memorabilia of historical interest to the Town of Montgomery, Vermont and sponsor cultural and civic programs
IRS990EZ/PrintingPublicationsPostageAmt02019
IRS990EZ/ProgramServiceRevenueAmt04245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Programs provided to Montgomery, VT and surrounding towns include an annual concert series, art & music presentations, exhibits of historical artifacts, open house with explanatory tour of Pratt Hall, speakers on historical subjects, and an annual Carols & Candles gathering.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0797
IRS990EZ/SpecialEventsNetIncomeLossAmt02696
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020218
IRS990EZ/TotalProgramServiceExpensesAmt015070
IRS990EZ/TotalRevenueAmt089162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0montgomeryhistoricalsociety.org
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Miscellaneous income
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12013: 106.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt II Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0146768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035418
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt024949
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0106
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68060
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0124060
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt022708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015653
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0146768
IRS990ScheduleA/TotalSupportAmt0182292
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached schedule for "Other revenue"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See attached schedule for "Grants and similar amounts paid"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See attached schedule for "Other expenses"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP EDUCATION 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADVERTISING AND PROMOTION 1225. CONFERENCES, CONVENTIONS, MEETINGS 928. DEPRECIATION 1154. MISCELLANEOUS 155. OFFICE EXPENSES 936. TRAINING 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt. I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt. I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt. I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08023263135
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10Montgomery Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0030268694
ReturnHeader/Filer/PhoneNum08023263135
ReturnHeader/Filer/USAddress/AddressLine10PO Box 47
ReturnHeader/Filer/USAddress/City0Montgomery
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wallace W Tapia PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10131 Main St 8th Fl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005401
ReturnHeader/PreparerPersonGrp/PhoneNum08028636370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE W TAPIA CPA
ReturnHeader/ReturnTs02014-11-03T15:04:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,392
Liabilities
$0
Net assets
$131,392
Revenue
$89,162
Expenses
$20,218
Net income
$68,944
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