Civic Intelligence

Historic Medley District Inc

EIN 23-7447951 • 501(c)3 • Poolesville, MD

Profile

Conservation of buildings structures objects and spaces that contribute to the historic character of Montgomery County Maryland; development and implementation of plans for preserving and using Montgomery County resources; promotion of research and education in area history.

PO Box 232Poolesville, MD 20837-0232

www.historicmedley.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$191,226

Up $18,077 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$191,226

Up $18,077 (+10%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Down

$85,938

Down $7,625 (-8.1%) from 2023

Expenses

Down

$67,861

Down $32,340 (-32%) from 2023

Net Income

Up

$18,077

Up $24,715 (+372%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2014: $221,477Liabilities 2014: $24,104Net Assets 2014: $197,3732014Assets 2017: $177,544Liabilities 2017: $11,440Net Assets 2017: $166,1042017Assets 2018: $161,656Liabilities 2018: $5,872Net Assets 2018: $155,7842018Assets 2020: $163,766Net Assets 2020: $163,7662020Assets 2021: $171,218Net Assets 2021: $171,2182021Assets 2022: $179,787Liabilities 2022: $0Net Assets 2022: $179,7872022Assets 2023: $173,149Liabilities 2023: $0Net Assets 2023: $173,1492023Assets 2024: $191,226Liabilities 2024: $0Net Assets 2024: $191,2262024

Highlighted filing

2024

Assets$191,226
Liabilities$0
Net Assets$191,226
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $66,574Expenses 2014: $85,169Net Income 2014: -$18,5952014Revenue 2017: $23,992Expenses 2017: $54,278Net Income 2017: -$30,2862017Revenue 2018: $57,214Expenses 2018: $67,534Net Income 2018: -$10,3202018Revenue 2020: $26,973Expenses 2020: $31,445Net Income 2020: -$4,4722020Revenue 2021: $43,434Expenses 2021: $35,982Net Income 2021: $7,4522021Revenue 2022: $61,954Expenses 2022: $53,385Net Income 2022: $8,5692022Revenue 2023: $93,563Expenses 2023: $100,201Net Income 2023: -$6,6382023Revenue 2024: $85,938Expenses 2024: $67,861Net Income 2024: $18,0772024

Highlighted filing

2024

Revenue$85,938
Expenses$67,861
Net Income$18,077
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,226
Liabilities
$0
Net assets
$191,226
Revenue
$85,938
Expenses
$67,861
Net income
$18,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.86$0.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.94$1.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.62$0.53$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.43$0.36$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.27$0.31$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.06$1.56$0.57$0.68$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.11$1.66$0.24$0.54$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.24$1.97$0.67$0.85$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Gross Receipts
$96,930
Mission and Program Overview

Mission

Conservation of buildings, structures, objects and spaces that contribute to the historic character of montgomery county, maryand; development and implementation of plans for preserving and using montgomery county resources; promotion of research and education in area history.

Conservation of buildings structures objects and spaces that contribute to the historic character of Montgomery County Maryland; development and implementation of plans for preserving and using Montgomery County resources; promotion of research and education in area history.

Program Services

DescriptionGrantsExpenses
Educated the public with living history programs such as a day in a one-room schoolhouse in the 1880s brochures property tours ghost tours and programs on local historical subjects. Over one thousand people have benefited from these programs.$0$24,397
Rehabilitated and maintained historic buildings. Restored the garden shed at the John Poole House as wall as maintained the building and grounds. Kept the Old Town Hall Bank Museum in fine shape and ready for visitors.$22,258$24,098
Ran a 1793 General Store Museum and a 1907 Bank Museum. Led by trained docents hundreds of people visited the John Poole House and Bank Museum last year and learned about the uses of these buildings.$0$2,484
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Knight KiplingerChair-$0--
Maureen O'ConnellPresidentPT$0--
Jean FindlayTreasurerPT$0--
Amy BakerDirector-$0--
Thomas KettlerDirector-$0--
John PentecostDirector-$0--
Kenny SholesDirector-$0--
Jeff WelshDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
50th Anniversary Dinner Celebration$27,596$15,000$0$15,000
Event 2$0$0$0$0
Total Events$27,596$15,000$10,992$4,008
Filing and Contact Details

Filer

Filer Name
Historic Medley District Inc
EIN
23-7447951
Address
PO BOX 232, POOLESVILLE, MD 20837-0232

Signing Officer

Name
Jean S Findlay
Title
Treasurer
Phone
3019728965
Signed
2025-11-12
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Insurance 9455; merchandise 3050; portable toilets 2574; security 1560; equipment supplies 1172; telephone internet 2084; taxes 1098; website computer 560; dues subscriptions 716; bank charges 34; depreciation 3275; administrative expenses 207; online fees 216, $26001|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Original appraised artwork, $10000, $10000| Other assets, $1489, $5138|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Liabilities, $0, $0|”

Raw XML Appendix233 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Insurance 9455; merchandise 3050; portable toilets 2574; security 1560; equipment supplies 1172; telephone internet 2084; taxes 1098; website computer 560; dues subscriptions 716; bank charges 34; depreciation 3275; administrative expenses 207; online fees 216, $26001|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, BOYAmount:, EOYAmount:| Original appraised artwork, $10000, $10000| Other assets, $1489, $5138|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Liabilities, $0, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean S Findlay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03019728965
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC MEDLEY DISTRICT INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0237447951
ReturnHeader/Filer/ForeignPhoneNum03014070777
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 232
ReturnHeader/Filer/USAddress/CityNm0POOLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208370232
ReturnHeader/ReturnTs02025-11-11T16:55:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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