Civic Intelligence

Montgomery Preservation Inc.

990 • Fiscal year 2014 • EIN 52-1402993

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 14, 2015

Organization ProfileWWW.MONTGOMERYPRESERVATION.ORG
PO Box 466120849

(301) 926-2650

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

2nd percentile

-139%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

30th percentile

-3.0%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$842,776

Down $26,097 (-3.0%) from 2013

Net Assets

Down

$841,976

Down $25,797 (-3.0%) from 2013

Liabilities

Down

$800

Down $300 (-27%) from 2013

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin2nd percentile

Revenue

$18,601

No earlier filing loaded for comparison.

Expenses

Down

$44,398

Down $38,393 (-46%) from 2013

Net Income

-$25,797

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $896,347Liabilities 2010: $700Net Assets 2010: $895,6472010Assets 2011: $979,319Liabilities 2011: $700Net Assets 2011: $978,6192011Assets 2012: $919,408Liabilities 2012: $700Net Assets 2012: $918,7082012Assets 2013: $868,873Liabilities 2013: $1,100Net Assets 2013: $867,7732013Assets 2014: $842,776Liabilities 2014: $800Net Assets 2014: $841,9762014Assets 2015: $805,465Liabilities 2015: $500Net Assets 2015: $804,9652015Assets 2016: $752,299Liabilities 2016: $500Net Assets 2016: $751,7992016Assets 2017: $709,782Liabilities 2017: $400Net Assets 2017: $709,3822017Assets 2018: $669,751Liabilities 2018: $1,125Net Assets 2018: $668,6262018Assets 2019: $632,018Liabilities 2019: $1,739Net Assets 2019: $630,2792019Assets 2020: $605,640Liabilities 2020: $0Net Assets 2020: $605,6402020Assets 2021: $1,073,909Liabilities 2021: $0Net Assets 2021: $1,073,9092021Assets 2022: $983,224Liabilities 2022: $0Net Assets 2022: $983,2242022Assets 2023: $1,007,488Liabilities 2023: $0Net Assets 2023: $1,007,4882023Assets 2024: $987,737Liabilities 2024: $0Net Assets 2024: $987,7372024

Highlighted filing

2014

Assets$842,776
Liabilities$800
Net Assets$841,976
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $44,079Expenses 2010: $88,554Net Income 2010: -$44,4752010Expenses 2011: $98,3192011Expenses 2012: $84,4682012Expenses 2013: $82,7912013Revenue 2014: $18,601Expenses 2014: $44,398Net Income 2014: -$25,7972014Revenue 2015: $15,225Expenses 2015: $52,236Net Income 2015: -$37,0112015Revenue 2016: $14,527Expenses 2016: $67,693Net Income 2016: -$53,1662016Revenue 2017: $8,710Expenses 2017: $51,127Net Income 2017: -$42,4172017Revenue 2018: $14,249Expenses 2018: $55,005Net Income 2018: -$40,7562018Revenue 2019: $13,754Expenses 2019: $52,101Net Income 2019: -$38,3472019Revenue 2020: $19,358Expenses 2020: $43,997Net Income 2020: -$24,6392020Revenue 2021: $520,735Expenses 2021: $52,466Net Income 2021: $468,2692021Revenue 2022: $24,310Expenses 2022: $42,047Net Income 2022: -$17,7372022Revenue 2023: $61,174Expenses 2023: $49,911Net Income 2023: $11,2632023Revenue 2024: $27,682Expenses 2024: $54,707Net Income 2024: -$27,0252024

Highlighted filing

2014

Revenue$18,601
Expenses$44,398
Net Income-$25,797
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 14, 2015
Return Version
2013v4.0
Gross Receipts
$126,807
Mission and Program Overview

Mission

The mission of montgomery preservation, inc. Is to preserve, protect and promote montgomery county's rich architectural heritage and historic landscapes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$551,631$536,311▼ $15,320
Savings and Temporary Cash Investments$185,550$286,561▲ $101,011
Investments in Publicly Traded Securities$109,839--
Other Notes and Loans Receivable, Net$14,844$15,888▲ $1,044
Cash and Non-Interest-Bearing Accounts$7,009$4,016▼ $2,993
Total Assets$868,873$842,776▼ $26,097
Liabilities
Other Liabilities$1,100$800▼ $300
Total Liabilities$1,100$800▼ $300
Net Assets / Fund Balance
Unrestricted Net Assets$867,773$841,976▼ $25,797
Total Net Assets Fund Balance$867,773$841,976▼ $25,797
Total Liabilities and Net Assets / Fund Balance$868,873$842,776▼ $26,097

Asset Categories

AssetBook ValueDepreciationBasis
Land$94,000-$94,000
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Eileen McguckianPresident
Carol IrelandBoard Member
Diana KohnBoard Member
JULIA O'MALLEYBoard Member
Jean FindlayBoard Member
Jerry MccoyBoard Member
John DohertyBoard Member
John SeryBoard Member
Karen BurdittBoard Member
Marcie Sticklegeo FrenchBoard Member
Susan SoderbergBoard Member
Wendy WoodlandBoard Member
Teresa LachinRecording Se
Judith ChristensenTreasurer
Mary ReardonVP of Outrea
Revenue and Support

Revenue Composition

Contributions and Grants
$3,957
Program Service Revenue
$10,565
Investment Income
$3,573
Other Revenue
$506
All Other Contributions
$3,957
Change in Net Assets
$-25,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,398
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$15,321--$15,321
Occupancy$10,877--$10,877
Fees for Services Other$6,192$109-$6,301
Fees for Services Legal$4,407--$4,407
All Other Expenses$324$395-$719
Information Technology$621--$621
Other Expenses$557--$557
Office Expenses$414--$414
Fees for Services Accounting-$364-$364
Advertising$65--$65
Total Functional Expenses$43,530$868$0$44,398
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The orgainzation has members who elect members of the governing board.”

Form 990, Page 6, Part VI, Line 7B

“Decisions are subject to the approval of the members.”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by executive director and treasurer prior to authorizing filing.”

Form 990, Page 6, Part VI, Line 19

“The public can use the contact us feature on its website to request documents.”

Filing and Contact Details

Filer

EIN
52-1402993
Phone
3019262650

Signing Officer

Name
Eileen Mcguckian
Title
President
Phone
3019262650
Signed
2015-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eileen Mcguckian
Formed
1984
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Preparer
Laura H Selby
Phone
3018810885
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Assistant director 0 109 0 janitorial services 2,051 0 0 rental agent commissions 2,020 0 0 contract fees 698 0 0 cost of items sold 453 0 0 communications director 970 0 0”

Raw XML AppendixShowing 400 of 444 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF MONTGOMERY PRESERVATION, INC. IS TO PRESERVE, PROTECT AND PROMOTE MONTGOMERY COUNTY'S RICH ARCHITECTURAL HERITAGE AND HISTORIC LANDSCAPES.
IRS990/AdvertisingGrp/ProgramServicesAmt065
IRS990/AdvertisingGrp/TotalAmt065
IRS990/AllOtherContributionsAmt03957
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0395
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0324
IRS990/AllOtherExpensesGrp/TotalAmt0719
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JUDY CHRISTENSEN
IRS990/BooksInCareOfDetail/PhoneNum03014687331
IRS990/BooksInCareOfDetail/USAddress/AddressLine106 WALKER AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0GAITHERSBURG
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode020877
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07009
IRS990/CashNonInterestBearingGrp/EOYAmt04016
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03957
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03573
IRS990/CYOtherExpensesAmt044398
IRS990/CYOtherRevenueAmt0506
IRS990/CYProgramServiceRevenueAmt010565
IRS990/CYRevenuesLessExpensesAmt0-25797
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt044398
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018601
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015321
IRS990/DepreciationDepletionGrp/TotalAmt015321
IRS990/Desc0MPI ADVOCATES FOR THE PRESERVATION OF MONTGOMERY COUNTY'S HISTORIC BUILDINGS, OBJECTS AND SPACES. AS PART OF THIS MISSION, IN JULY 1998 MPI BECAME THE OWNER OF THE HISTORIC B&O RAILROAD STATION IN SILVER SPRING, MARYLAND WHICH IT RENTS OUT FOR SPECIAL EVENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt037646
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0364
IRS990/FeesForServicesAccountingGrp/TotalAmt0364
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04407
IRS990/FeesForServicesLegalGrp/TotalAmt04407
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0109
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06192
IRS990/FeesForServicesOtherGrp/TotalAmt06301
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY REARDON
IRS990/Form990PartVIISectionAGrp/PersonNm1TERESA LACHIN
IRS990/Form990PartVIISectionAGrp/PersonNm2EILEEN MCGUCKIAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDITH CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JERRY MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN SODERBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7JEAN FINDLAY
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROL IRELAND
IRS990/Form990PartVIISectionAGrp/PersonNm9DIANA KOHN
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN BURDITT
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN SERY
IRS990/Form990PartVIISectionAGrp/PersonNm12MARCIE STICKLEGEO FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIA O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14WENDY WOODLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP OF OUTREA
IRS990/Form990PartVIISectionAGrp/TitleTxt1RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-206
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0108000
IRS990/GrossReceiptsAmt0126807
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0621
IRS990/InformationTechnologyGrp/TotalAmt0621
IRS990/InvestmentIncomeGrp/ExclusionAmt03779
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03779
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0109839
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0164710
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0551631
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0536311
IRS990/LandBldgEquipCostOrOtherBssAmt0701021
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0108206
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF MONTGOMERY PRESERVATION, INC. IS TO PRESERVE, PROTECT AND PROMOTE MONTGOMERY COUNTY'S RICH ARCHITECTURAL HERITAGE AND HISTORIC LANDSCAPES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0867773
IRS990/NetAssetsOrFundBalancesEOYAmt0841976
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-206
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-206
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0200
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt010877
IRS990/OccupancyGrp/TotalAmt010877
IRS990/OfficeExpensesGrp/ProgramServicesAmt0414
IRS990/OfficeExpensesGrp/TotalAmt0414
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1AWARDS & GRANT EXPENSE
IRS990/OtherExpensesGrp/Desc2B&O OPEN HOUSE
IRS990/OtherExpensesGrp/Desc3BOOKS & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt02323
IRS990/OtherExpensesGrp/ProgramServicesAmt11427
IRS990/OtherExpensesGrp/ProgramServicesAmt21002
IRS990/OtherExpensesGrp/ProgramServicesAmt3557
IRS990/OtherExpensesGrp/TotalAmt02323
IRS990/OtherExpensesGrp/TotalAmt11427
IRS990/OtherExpensesGrp/TotalAmt21002
IRS990/OtherExpensesGrp/TotalAmt3557
IRS990/OtherLiabilitiesGrp/BOYAmt01100
IRS990/OtherLiabilitiesGrp/EOYAmt0800
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0506
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0506
IRS990/OtherRevenueTotalAmt0506
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt014844
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015888
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0EILEEN MCGUCKIAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0WAITING ROOM & STATION RENTAL
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/Desc2WAYNE GOLDSTEIN MEMORIAL FUND
IRS990/ProgramServiceRevenueGrp/Desc3DAVIS MEMORIAL FUND
IRS990/ProgramServiceRevenueGrp/Desc4LEGACIES & BEQUESTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4100
IRS990/ProgSrvcAccomActy2Grp/Desc0MPI SPONSORS THE ANNUAL MONTGOMERY COUNTY AWARDS FOR HISTORIC PRESERVATION PROGRAM, WHICH RECOGNIZES SUPERIOR HISTORIC PRESERVATION EFFORTS BY OWNERS, EDUCATORS AND ORGANIZATIONS. MPI ALSO HOSTS EVENTS AND WORKSHOPS ON TOPICS SUCH AS TAX CREDIT PROGRAMS AND MANSIONIZATION, TO HIGHLIGHT THE IMPORTANCE OF HISTORIC PRESERVATION AS PUBLIC POLICY. MPI EDUCATES THE PUBLIC ABOUT COUNTY HERITAGE RESOURCES AND HISTORIC PRESERVATION'S ROLE IN CREATING LIVABLE, ECONOMICALLY VIABLE AND DISTINCT COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01477
IRS990/ProgSrvcAccomActy3Grp/Desc0MPI PARTNERS WITH GROUPS AND INDIVIDUALS WHO SHARE COMMON PRESERVATION GOALS TO CREATE A STRONG UNIFIED VOICE SUPPORTING HISTORIC PRESERVATION. MPI INITIATES LAWSUITS WHEN NEEDED TO ASSIST WITH THIS MISSION. MPI HAS RECENTLY CHALLENGED THE MONGTOMERY COUNTY COUNCIL PROCEDURE WHICH WAS IN VIOLATION OF THE COUNTY CODE ON HISTORIC PRESERVATION DESIGNATION. MPI CHALLENGED THE CITY OF GAITHERSBURG WHEN IT REZONED THREE PARCELS FROM RESIDENTIAL TO COMMERCIAL WHICH WOULD HAVE IMPACTED ADJOINING HISTORICALLY SIGNIFICANT BUILDINGS. MPI HAS USED THE RELIGIOUS LAND USE AND INSTITUTIONALIZED PERSONS ACT (RULIPA) TO PROTECT INDIVIDUALS, HOUSES OF WORSHIP AND OTHER RELIGIOUS INSTITUTIONS FROM DISCRIMATION IN ZONING AND LANDMARKING LAWS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04407
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04341
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03335
IRS990/PYOtherExpensesAmt082791
IRS990/PYOtherRevenueAmt04060
IRS990/PYProgramServiceRevenueAmt020120
IRS990/PYRevenuesLessExpensesAmt0-50935
IRS990/PYTotalExpensesAmt082791
IRS990/PYTotalRevenueAmt031856
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-25797
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0185550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0286561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03335
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013277
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03335
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033507
IRS990ScheduleA/InvestmentIncomeCYPct00.25000
IRS990ScheduleA/InvestmentIncomePYPct00.27000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75430
IRS990ScheduleA/PublicSupportPY509Pct00.72960
IRS990ScheduleA/PublicSupportTotal509Amt0102880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026252
IRS990ScheduleA/Total509Grp/TotalAmt0102880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039529
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136387
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt094000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt094000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094000
IRS990ScheduleD/TotalLiabilityAmt0800
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGAINZATION HAS MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS ARE SUBJECT TO THE APPROVAL OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER PRIOR TO AUTHORIZING FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PUBLIC CAN USE THE CONTACT US FEATURE ON ITS WEBSITE TO REQUEST DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSISTANT DIRECTOR 0 109 0 JANITORIAL SERVICES 2,051 0 0 RENTAL AGENT COMMISSIONS 2,020 0 0 CONTRACT FEES 698 0 0 COST OF ITEMS SOLD 453 0 0 COMMUNICATIONS DIRECTOR 970 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0868873
IRS990/TotalAssetsEOYAmt0842776
IRS990/TotalAssetsGrp/BOYAmt0868873
IRS990/TotalAssetsGrp/EOYAmt0842776
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03957
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043530
IRS990/TotalFunctionalExpensesGrp/TotalAmt044398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01100
IRS990/TotalLiabilitiesEOYAmt0800
IRS990/TotalLiabilitiesGrp/BOYAmt01100
IRS990/TotalLiabilitiesGrp/EOYAmt0800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0867773
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0841976
IRS990/TotalProgramServiceExpensesAmt043530
IRS990/TotalProgramServiceRevenueAmt010565
IRS990/TotalRevenueGrp/ExclusionAmt03779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010865

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,776
Liabilities
$800
Net assets
$841,976
Revenue
$18,601
Expenses
$44,398
Net income
-$25,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.52$0.05$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.01$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.02$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.04$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.04$0.09$0.04