Civic Intelligence

Montgomery County Historical Society Inc

EIN 52-0795346 • 501(c)3 • Rockville, MD

Profile

Montgomery history's mission is to collect, preserve, interpret, and share the histories of all of montgomery county residents and communities.

111 West Montgomery AvenueRockville, MD 20850

www.montgomeryhistory.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.10x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$148,811

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

88%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,746,680

Up $100,104 (+2.2%) from 2023

Liabilities

Up

$59,892

Up $8,436 (+16%) from 2023

Net Assets

Up

$4,686,788

Up $91,668 (+2.0%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin81st percentile

Revenue

Down

$583,081

Down $527,021 (-47%) from 2023

Expenses

Up

$685,525

Up $90,748 (+15%) from 2023

Net Income

Down

-$102,444

Down $617,769 (-120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,365,409Liabilities 2011: $418Net Assets 2011: $2,364,9912011Assets 2012: $2,272,252Liabilities 2012: $1,289Net Assets 2012: $2,270,9632012Assets 2013: $2,269,529Liabilities 2013: $1,145Net Assets 2013: $2,268,3842013Assets 2014: $2,220,856Liabilities 2014: $939Net Assets 2014: $2,219,9172014Assets 2015: $2,772,309Liabilities 2015: $33,330Net Assets 2015: $2,738,9792015Assets 2016: $2,552,325Liabilities 2016: $20,707Net Assets 2016: $2,531,6182016Assets 2017: $2,514,288Liabilities 2017: $20,577Net Assets 2017: $2,493,7112017Assets 2018: $4,008,005Liabilities 2018: $38,643Net Assets 2018: $3,969,3622018Assets 2019: $3,898,566Liabilities 2019: $21,422Net Assets 2019: $3,877,1442019Assets 2020: $3,984,509Liabilities 2020: $92,137Net Assets 2020: $3,892,3722020Assets 2021: $4,464,323Liabilities 2021: $39,789Net Assets 2021: $4,424,5342021Assets 2022: $4,020,799Liabilities 2022: $91,226Net Assets 2022: $3,929,5732022Assets 2023: $4,646,576Liabilities 2023: $51,456Net Assets 2023: $4,595,1202023Assets 2024: $4,746,680Liabilities 2024: $59,892Net Assets 2024: $4,686,7882024

Highlighted filing

2024

Assets$4,746,680
Liabilities$59,892
Net Assets$4,686,788
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $281,406Expenses 2011: $390,748Net Income 2011: -$109,3422011Revenue 2012: $246,761Expenses 2012: $340,789Net Income 2012: -$94,0282012Revenue 2013: $349,074Expenses 2013: $351,653Net Income 2013: -$2,5792013Revenue 2014: $279,171Expenses 2014: $327,638Net Income 2014: -$48,4672014Revenue 2015: $335,659Expenses 2015: $400,751Net Income 2015: -$65,0922015Revenue 2016: $351,951Expenses 2016: $453,436Net Income 2016: -$101,4852016Revenue 2017: $332,959Expenses 2017: $494,951Net Income 2017: -$161,9922017Revenue 2018: $1,928,939Expenses 2018: $509,057Net Income 2018: $1,419,8822018Revenue 2019: $410,504Expenses 2019: $519,859Net Income 2019: -$109,3552019Revenue 2020: $445,089Expenses 2020: $458,625Net Income 2020: -$13,5362020Revenue 2021: $589,324Expenses 2021: $486,466Net Income 2021: $102,8582021Revenue 2022: $697,579Expenses 2022: $693,130Net Income 2022: $4,4492022Revenue 2023: $1,110,102Expenses 2023: $594,777Net Income 2023: $515,3252023Revenue 2024: $583,081Expenses 2024: $685,525Net Income 2024: -$102,4442024

Highlighted filing

2024

Revenue$583,081
Expenses$685,525
Net Income-$102,444
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,746,680
Liabilities
$59,892
Net assets
$4,686,788
Revenue
$583,081
Expenses
$685,525
Net income
-$102,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.06$4.69$0.58$0.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.05$4.60$1.11$0.59$0.52
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.09$3.93$0.70$0.69$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.04$4.42$0.59$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.09$3.89$0.45$0.46$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.02$3.88$0.41$0.52$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.04$3.97$1.93$0.51$1.42
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.02$2.49$0.33$0.49$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.02$2.53$0.35$0.45$0.10
2015Summary only. Only limited summary data is available for this year.$2.77$0.03$2.74$0.34$0.40$0.07
2014Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.28$0.33$0.05
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.35$0.35$0.00
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.25$0.34$0.09
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$2.36$0.28$0.39$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$583,081
Mission and Program Overview

Mission

Montgomery history's mission is to collect, preserve, interpret, and share the histories of all of montgomery county residents and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,561,722$2,858,495▲ $296,773
Savings and Temporary Cash Investments$1,933,286$1,754,079▼ $179,207
Land, Buildings, and Equipment, Net$104,330$77,119▼ $27,211
Accounts Receivable$16,143$24,951▲ $8,808
Cash and Non-Interest-Bearing Accounts$10,300$10,300→ $0
Prepaid Expenses and Deferred Charges$3,590$4,531▲ $941
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,646,576$4,746,680▲ $100,104
Other Assets Total$17,205$17,205→ $0
Liabilities
Accounts Payable and Accrued Expenses$51,456$59,892▲ $8,436
Total Liabilities$51,456$59,892▲ $8,436
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,211,345$3,327,744▲ $116,399
Net Assets With Donor Restrictions$1,383,775$1,359,044▼ $24,731
Total Net Assets Fund Balance$4,595,120$4,686,788▲ $91,668
Total Liabilities and Net Assets / Fund Balance$4,646,576$4,746,680▲ $100,104

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,877$346,255$349,132
Other Land Buildings$34,633$82,842$117,475
Land$36,949-$36,949
Equipment$2,660$17,421$20,081
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew B LoganExecutive DirectorFT$130,400$130,400

Board Members and Trustees

NameTitle
Ian ShumanPresident
Matt BodeVice President
Bill AllmanDirector
Jamie BostonDirector
Margo ReidDirector
Parisa KhamechiDirector
Reemberto RodriguezDirector
Tiffany JordanDirector
Camille BrewerAt-Large
Katie DishmanSecretary
Barbara Murphy KromerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$364,866
Program Service Revenue
$26,795
Investment Income
$190,844
Other Revenue
$576
All Other Contributions
$197,156
Change in Net Assets
$-102,444

Audited Revenue Reconciliation

Revenue per Audited Statements
$583,081
Revenue Not Reported on Form 990
$204,304
Total Revenue per Audited Statements
$787,385
Total Revenue per Form 990
$583,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$510,060
Other Expenses$175,465
Total Fundraising Expense$76,966
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$258,180$21,451$33,230$312,861
Current Officers, Directors, Trustees, and Key Employees$91,130$28,040$21,030$140,200
Payroll Taxes$27,930$3,957$4,339$36,226
Fees for Services Other$19,779$10,621$3,709$34,109
Depreciation Depletion$24,490$2,721-$27,211
Other Employee Benefits$16,016$2,270$2,487$20,773
All Other Expenses$12,845$1,476$1,781$16,102
Information Technology$9,453$1,339$1,468$12,260
Insurance$8,993$2,249-$11,242
Other Expenses$6,501$922$1,010$8,433
Office Expenses$5,170$733$803$6,706
Total Functional Expenses$531,891$76,668$76,966$685,525

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$695,717
Expenses per Audited Statements$685,525
Total Expenses per Form 990$685,525
Expenses Not Reported on Form 990$10,192
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 tax return is distributed to the governing board electronically to individual email addresses.”

Form 990, Part VI, Section B, Line 15A

“Compensation for montgomery county historical society's top employees is determined by comparison to other similar organizations and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Montgomery County Historical Society Inc
EIN
52-0795346
Phone
3013402825
Address
111 WEST MONTGOMERY AVENUE, ROCKVILLE, MD 20850

Signing Officer

Name
Matthew B Logan
Title
Executive Director
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew B Logan
Formed
1951
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
11
Volunteers
228

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4443 BROOKFIELD CORPORATE DRIVE SUI, CHANTILLY, VA 20151
Preparer
Mark J Rhodes CPA
Phone
7036318940
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change to the process during the year”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The montgomery county historical society's permanent, accessioned collections consist of artifacts, images, books, and archival material relevant to the county's history from the pre-colonial era to today. These collections are held in trust for the public. Mchs has a collections policy in place, approved by the board of directors, which governs the acquisition and preservation of items in the collection.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“There are two subcategories of collections - library and museum. The library collection consists of books and records relating to montgomery county history. The museum collection includes medical artifacts, social history collections and decorative arts. The goal of the collections are to preserve the history of montgomery county, assemble articles illustrative of historical changes in the county, and to provide the wherewithal to bring the society museums and events alive and make them meaningful to the general public.”

Part X : FIN48 Footnote

“As of june 30, 2024, the montgomery county historical society had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended june 30, 2021 through 2023.”

Raw XML AppendixShowing 400 of 529 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/InsuranceGrp/ProgramServicesAmt08993
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IRS990/MissionDesc0MONTGOMERY HISTORY'S MISSION IS TO COLLECT, PRESERVE, INTERPRET, AND SHARE THE HISTORIES OF ALL OF MONTGOMERY COUNTY RESIDENTS AND COMMUNITIES.
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IRS990/OtherExpensesGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1COLLECTIONS AND EXHIBITS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3UTILITIES
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IRS990/ProgramServiceRevenueGrp/Desc0HISTORY CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1LIBRARY AND EDUCATION
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IRS990/ProgSrvcAccomActy2Grp/Desc0LIBRARY AND EDUCATIONAL SERVICESIn FY24 we took the 240 individual audio tracks from 95 oral history interviews, including 22 paper transcripts, and made them publicly available for the first time. We also made additional progress with our New Life for Old News campaign to digitize the now-defunct Montgomery County Gazettes as well as other valuable regional newspapers. In early 2023, we received a grant to digitize a portion of the records of the Mutual Fire Insurance Company of Montgomery County that date from 1848 through the turn of the century. Our project archivist scanned and uploaded more than 3,300 documents to our digital repository over the course of five months. The project was released for public access in March 2024.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COLLECTIONS, PUBLICATIONS AND MUSEUM ACTIVITIESIn FY24 we produced two issues of the Story. The Fall 2023 issue featured a timely article entitled In Slaverys Shadow: Surveying Montgomery County Public School Names. The Spring 2024 issue was nominated for a public history award and highlights one of the countys first and most prominent businesswoman: Negative Space: The Life of Rebecca G. Fields, Publisher & Proprietor of the Montgomery County Sentinel, 1871-1930. Our artifact collection was in temporary storage throughout FY24. However, we received 13 donations of artifacts totaling 123 objects.
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