Civic Intelligence

Montgomery County Historical Societ

EIN 58-2046324 • 501(c)3 • Montgomery, AL

Profile

Preservation of and promoting of all things related to the history of montgomery county, alabama

512 South Court StreetMontgomery, AL 36104

www.mchsal.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$685,153

Up $10,397 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$685,153

Up $10,397 (+1.5%) from 2023

Revenue

Up

$192,642

Up $20,670 (+12%) from 2023

Expenses

Up

$198,974

Up $71,049 (+56%) from 2023

Net Income

Down

-$6,332

Down $50,379 (-114%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $449,212Net Assets 2011: $449,2122011Assets 2012: $502,749Liabilities 2012: $0Net Assets 2012: $502,7492012Assets 2013: $491,008Liabilities 2013: $0Net Assets 2013: $491,0082013Assets 2014: $498,590Liabilities 2014: $7,200Net Assets 2014: $491,3902014Assets 2015: $481,123Liabilities 2015: $0Net Assets 2015: $481,1232015Assets 2016: $478,285Liabilities 2016: $0Net Assets 2016: $478,2852016Assets 2017: $538,508Liabilities 2017: $0Net Assets 2017: $538,5082017Assets 2018: $531,427Liabilities 2018: $0Net Assets 2018: $531,4272018Assets 2019: $545,523Liabilities 2019: $0Net Assets 2019: $545,5232019Assets 2020: $584,839Liabilities 2020: $0Net Assets 2020: $584,8392020Assets 2021: $593,072Liabilities 2021: $0Net Assets 2021: $593,0722021Assets 2022: $612,736Liabilities 2022: $0Net Assets 2022: $612,7362022Assets 2023: $674,756Liabilities 2023: $0Net Assets 2023: $674,7562023Assets 2024: $685,153Liabilities 2024: $0Net Assets 2024: $685,1532024

Highlighted filing

2024

Assets$685,153
Liabilities$0
Net Assets$685,153

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $53,873Expenses 2011: $55,593Net Income 2011: -$1,7202011Expenses 2012: $43,5912012Revenue 2013: $51,431Expenses 2013: $50,533Net Income 2013: $8982013Revenue 2014: $59,539Expenses 2014: $44,022Net Income 2014: $15,5172014Revenue 2015: $56,580Expenses 2015: $53,739Net Income 2015: $2,8412015Revenue 2016: $64,996Expenses 2016: $63,590Net Income 2016: $1,4062016Revenue 2017: $106,222Expenses 2017: $49,496Net Income 2017: $56,7262017Revenue 2018: $92,868Expenses 2018: $66,450Net Income 2018: $26,4182018Revenue 2019: $103,110Expenses 2019: $101,290Net Income 2019: $1,8202019Revenue 2020: $164,719Expenses 2020: $118,326Net Income 2020: $46,3932020Revenue 2021: $110,197Expenses 2021: $98,756Net Income 2021: $11,4412021Revenue 2022: $187,241Expenses 2022: $122,601Net Income 2022: $64,6402022Revenue 2023: $171,972Expenses 2023: $127,925Net Income 2023: $44,0472023Revenue 2024: $192,642Expenses 2024: $198,974Net Income 2024: -$6,3322024

Highlighted filing

2024

Revenue$192,642
Expenses$198,974
Net Income-$6,332

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.00$6.85$1.93$1.99$0.06
2023Summary only. Only limited summary data is available for this year.$6.75$0.00$6.75$1.72$1.28$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$1.87$1.23$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$1.10$0.99$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$1.65$1.18$0.46
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.00$5.46$1.03$1.01$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.00$5.31$0.93$0.66$0.26
2017Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$1.06$0.49$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.65$0.64$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.57$0.54$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.07$4.91$0.60$0.44$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.51$0.51$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.03$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$4.49$0.54$0.56$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.0
Gross Receipts
$203,077
Mission and Program Overview

Mission

Preservation of and promoting of all things related to the history of montgomery county, alabama

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$306,953$337,602▲ $30,649
Investments in Publicly Traded Securities$280,910$281,152▲ $242
Cash and Non-Interest-Bearing Accounts$65,619$66,399▲ $780
Prepaid Expenses and Deferred Charges$21,274--
Total Assets$674,756$685,153▲ $10,397
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$674,756$685,153▲ $10,397
Total Net Assets Fund Balance$674,756$685,153▲ $10,397
Total Liabilities and Net Assets / Fund Balance$674,756$685,153▲ $10,397

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$323,960$323,613$647,573
Equipment$3,902$25,150$29,052
Land$9,740-$9,740
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anne TidmorePresident
Barr YounkerDirector
C Winston SheehanDirector
Charles MclemoreDirector
Doug SimmsDirector
Jack OwenDirector
Laura CrunDirector
Robert Seibels IiiDirector
Ruth Mitchell OttDirector
Seaborn KennamerDirector
Catherine WattsSecretary
William R GregoryTreasurer
Paul HodgesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$156,087
Program Service Revenue
$0
Investment Income
$18,420
Other Revenue
$18,135
All Other Contributions
$700
Change in Net Assets
$-6,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,328
Salaries, Compensation, and Employee Benefits$67,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,657$6,184-$61,841
Occupancy$37,991$12,666-$50,657
Fees for Services Other$34,904--$34,904
Office Expenses$14,774$2,648-$17,422
Depreciation Depletion$16,271--$16,271
Advertising$4,661$1,373-$6,034
Payroll Taxes$5,224$581-$5,805
Fees for Services Accounting-$2,230-$2,230
Information Technology$1,428$476-$1,904
Insurance$282$845-$1,127
Conferences and Meetings-$597-$597
Payment Travel Entrtnmnt Publicly Ofcl-$182-$182
Total Functional Expenses$171,192$27,782$0$198,974
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,414
Fundraising Direct Expenses$9,279
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbq Fundraiser$27,414$27,414$9,279$18,135
Total Events$27,414$27,414$9,279$18,135
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 2

James fuller rusty gregory business partners

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Montgomery County Historical Societ
EIN
58-2046324
Phone
3342641837
Address
512 SOUTH COURT STREET, MONTGOMERY, AL 36104

Signing Officer

Name
Tisha Rhodes
Title
Executive Director
Phone
3342641837
Signed
2025-05-30

Organization Details

Principal Officer
William R Gregory
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Diamond Carmichael & Gary Pa
Address
475 S HULL ST, MONTGOMERY, AL 36104
Preparer
James D Carmichael
Phone
3348347720
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Al historical commission 4,928 0 0 tourism expense 17,089 0 0 genealogical society 152 0 0 museum expense/ supplies 6,316 0 0 grant writing services 3,725 0 0 mgm expense 2,694 0 0 total 34,904 0 0

Raw XML Appendix382 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0179695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092155
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0741326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012332
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BBQ FUNDRAISER
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027414
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES FULLER RUSTY GREGORY BUSINESS PARTNERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AL HISTORICAL COMMISSION 4,928 0 0 TOURISM EXPENSE 17,089 0 0 GENEALOGICAL SOCIETY 152 0 0 MUSEUM EXPENSE/ SUPPLIES 6,316 0 0 GRANT WRITING SERVICES 3,725 0 0 MGM EXPENSE 2,694 0 0 TOTAL 34,904 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/USAddress/AddressLine1Txt03626 LOCKWOOD COURT
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036111
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IRS990/WebsiteAddressTxt0HTTPS://WWW.MCHSAL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TISHA RHODES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342641837
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY COUNTY HISTORICAL SOCIET
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TISHA RHODES EXECUTIVE DIRECTOR
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0582046324
ReturnHeader/Filer/PhoneNum03342641837
ReturnHeader/Filer/USAddress/AddressLine1Txt0512 SOUTH COURT STREET
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630634040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIAMOND CARMICHAEL & GARY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 S HULL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348347720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D CARMICHAEL
ReturnHeader/ReturnTs02025-06-06T14:05:06-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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