Civic Intelligence

Montgomery Historical Society

EIN 76-0027722 • 501(c)3 • Montgomery, TX

Profile

Preservation of and education about historical properties in montgomery, tx.

PO Box 513Montgomery, TX 77356

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

87th percentile

41%

Higher net margin than 87% 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

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

157%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$335,898

Up $41,121 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$335,898

Up $41,121 (+14%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$100,292

Up $61,271 (+157%) from 2023

Expenses

Up

$59,178

Up $3,555 (+6.4%) from 2023

Net Income

Up

$41,114

Up $57,716 (+348%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $290,350Liabilities 2011: $02011Assets 2012: $297,462Net Assets 2012: $297,4622012Assets 2013: $287,893Net Assets 2013: $287,8932013Assets 2014: $293,890Net Assets 2014: $293,8902014Assets 2015: $310,362Net Assets 2015: $310,3622015Assets 2016: $295,995Net Assets 2016: $295,9952016Assets 2017: $313,626Net Assets 2017: $313,6262017Assets 2018: $321,682Net Assets 2018: $321,6822018Assets 2019: $315,996Net Assets 2019: $315,9962019Assets 2020: $322,431Net Assets 2020: $322,4312020Assets 2021: $314,805Net Assets 2021: $314,8052021Assets 2022: $311,379Net Assets 2022: $311,3792022Assets 2023: $294,777Net Assets 2023: $294,7772023Assets 2024: $335,898Net Assets 2024: $335,8982024

Highlighted filing

2024

Assets$335,898
Liabilities-
Net Assets$335,898
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $17,214Expenses 2011: $14,277Net Income 2011: $2,9372011Revenue 2012: $23,409Expenses 2012: $16,297Net Income 2012: $7,1122012Revenue 2013: $2,960Expenses 2013: $12,529Net Income 2013: -$9,5692013Revenue 2014: $25,335Expenses 2014: $19,339Net Income 2014: $5,9962014Revenue 2015: $23,236Expenses 2015: $6,764Net Income 2015: $16,4722015Revenue 2016: $61,970Expenses 2016: $76,337Net Income 2016: -$14,3672016Revenue 2017: $54,026Expenses 2017: $36,395Net Income 2017: $17,6312017Revenue 2018: $50,035Expenses 2018: $41,980Net Income 2018: $8,0552018Revenue 2019: $55,873Expenses 2019: $61,559Net Income 2019: -$5,6862019Revenue 2020: $42,786Expenses 2020: $36,351Net Income 2020: $6,4352020Revenue 2021: $55,840Expenses 2021: $63,466Net Income 2021: -$7,6262021Revenue 2022: $43,345Expenses 2022: $46,771Net Income 2022: -$3,4262022Revenue 2023: $39,021Expenses 2023: $55,623Net Income 2023: -$16,6022023Revenue 2024: $100,292Expenses 2024: $59,178Net Income 2024: $41,1142024

Highlighted filing

2024

Revenue$100,292
Expenses$59,178
Net Income$41,114
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$335,898
Liabilities
-
Net assets
$335,898
Revenue
$100,292
Expenses
$59,178
Net income
$41,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$3.36$1.00$0.59$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.95$2.95$0.39$0.56$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.11$3.11$0.43$0.47$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.15$3.15$0.56$0.63$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.43$0.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.56$0.62$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.50$0.42$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.14$3.14$0.54$0.36$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.96$2.96$0.62$0.76$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.10$3.10$0.23$0.07$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.25$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.88$2.88$0.03$0.13$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$2.97$0.23$0.16$0.07
2011Summary only. Only limited summary data is available for this year.$2.90$0.00$0.17$0.14$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.0
Gross Receipts
$103,307
Mission and Program Overview

Mission

Preservation of and education about historical properties in montgomery, tx.

Program Services

DescriptionGrantsExpenses
SUPPORT FUNDRAISNG FOR HISTORICAL MISSION-$59,178
SUPPORT FUNDRAISING TO ACCOMPLISH MISSION--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY J SCHNEIDERTreasurer-$0--
BILLY RAY DUNCANPresident-$0--
BRENDA BEAVENBoard Member-$0--
MARY ECKHARTBoard Member-$0--
EVA RAINSSecretary-$0--
BEA ROUSEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Historical Society
EIN
76-0027722
Phone
9365243402
Address
PO BOX 513, MONTGOMERY, TX 77356

Signing Officer

Name
Shirley J Schneider
Title
Treasurer
Phone
9365977300
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
J W Schubert & Company Pc
Address
2040 N LOOP 336 W STE 101, CONROE, TX 77304
Preparer
Barbara L Brown CPA
Phone
9367564421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Rent of historical building 20,400 total 20,400”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 2,081 office 2,698 insurance 9,718 bank charges 743 meals 2,074 supplies 2,478 taxes-property 2,459 scholorship 1,000 total 23,251”

Form 990-ez, Part II, Line 24

“Furniture and historical papers 15,104 15,104 escrow 400 400 total 15,504 15,504”

Form 990-ez, Part III

“Preservation of and education about historical properties in montgomery, tx.”

Form 990-ez, Part III, Line 31

“Support fundraisng for historical mission”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01310
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01385
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/GrossReceiptsAmt0103307
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt025102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY J SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILLY RAY DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA BEAVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ECKHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVA RAINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEA ROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015504
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015504
IRS990EZ/OtherExpensesTotalAmt023251
IRS990EZ/OtherRevenueTotalAmt020400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION OF AND EDUCATION ABOUT HISTORICAL PROPERTIES IN MONTGOMERY, TX.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FUNDRAISING TO ACCOMPLISH MISSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FUNDRAISNG FOR HISTORICAL MISSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059178
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt067250
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENT OF HISTORICAL BUILDING 20,400 TOTAL 20,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 2,081 OFFICE 2,698 INSURANCE 9,718 BANK CHARGES 743 MEALS 2,074 SUPPLIES 2,478 TAXES-PROPERTY 2,459 SCHOLORSHIP 1,000 TOTAL 23,251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FURNITURE AND HISTORICAL PAPERS 15,104 15,104 ESCROW 400 400 TOTAL 15,504 15,504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESERVATION OF AND EDUCATION ABOUT HISTORICAL PROPERTIES IN MONTGOMERY, TX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPORT FUNDRAISNG FOR HISTORICAL MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY J SCHNEIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09365977300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0760027722
ReturnHeader/Filer/PhoneNum09365243402
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 513
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077356
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760556223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J W SCHUBERT & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02040 N LOOP 336 W STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077304
ReturnHeader/PreparerPersonGrp/PhoneNum09367564421
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA L BROWN CPA
ReturnHeader/ReturnTs02025-06-24T10:35:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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