Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Upper Swan Valley Historical Society Inc
EIN 77-0666044 • 501(c)3 • Condon, MT
Profile
Collecting, preserving, and sharing local history and cultural heritage of the Swan Valley in Montana.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
69th percentile
Higher debt load relative to revenue than 69% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Up$336,534
Up $18,390 (+5.8%) from 2023
Liabilities
Up$1,629
Up $866 (+113%) from 2023
Net Assets
Up$334,905
Up $17,524 (+5.5%) from 2023
Revenue
Down$53,360
Down $1,822 (-3.3%) from 2023
Expenses
Down$40,749
Down $13,826 (-25%) from 2023
Net Income
Up$12,611
Up $12,004 (+1978%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $336,534
- Liabilities
- $1,629
- Net assets
- $334,905
- Revenue
- $53,360
- Expenses
- $40,749
- Net income
- $12,611
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 9, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $55,380
Mission and Program Overview
Mission
Collecting, preserving, and sharing local history and cultural heritage of the Swan Valley in Montana.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MUSEUM AND HERITAGE SITEOne of the programs of the Upper Swan Valley Historical Society, Inc. is management of the organization's Museum and Heritage Site established to showcase historical items, artifacts, and exhibits and to archive information and materials. There are no other government, cultural, or historic offices in this small, unique, rural community. The goals of providing preservation of the cultural and historical heritage of the Swan Valley, Montana and providing educational and research opportunities for public benefit and enjoyment are being continued. During 2024, the organization continued to improve the building and land at the local Museum and Heritage Site, including expansion of the outdoor interpretive exhibits with additions to the Native American Camp exhibit. Various exhibits and displays of items from early day one-room schoolhouses, fire lookouts, sawmills, hunting and fishing camps, homesteads, and other historic memorabilia were viewed by the estimated 748 visitors who toured the museum during 2024. The Museum's exhibits and displays chronicle the community's settling and the spirit of the homesteading pioneers. In March 2024, President Steve Lamar shared an historic perspective of "Wandering Amongst the Mission Mountains", a photographic slide presentation. The annual August story-telling program theme was The History of Lodges and Dude Ranches in the Swan. In the fall, area students toured the Museum, played traditional games, and experienced a one-room school while finding their own homes, historic places, and land features in the Smith Creek Schoolhouse and on the floor map in the Museum. In addition to maintaining the exhibits and displays in the Museum, plans for the future include continuing to expand the outdoor interpretive exhibits and the Native American Camp exhibit. | - | $22,417 |
| NEWSLETTERSDuring 2024, the Upper Swan Valley Historical Society, Inc. continued the writing and publication of four quarterly newsletters that are mailed to approximately 550 full-time and part-time residents of the Swan Valley, Montana. Each newsletter is filled with program and project updates, local historical information, recipes, and personal stories. Public information is also available on the organization's web-site that features information on programs and activities for the benefit of the organization and the community. During 2024, there were approximately 4,213 visits to the web-site. | - | $7,447 |
| ORAL HISTORY PROJECTOver the past decade, The Upper Swan Valley Oral History Project has recorded over 175 interviews with the early residents, along with collecting photographs, maps, documents, and other memorabilia. In 2011, the Upper Swan Valley Historical Society, Inc. produced a book, "Montana, Voices of the Swan", containing 65 historical summaries of recorded interviews with earlier settlers, their descendants, or others who knew the Swan Valley in former years. Their "voices" tell the story of lives of mingled hardship and joy in earlier days in the Swan Valley of Montana. During 2013, and periodically updated since then, the Upper Swan Valley Historical Society, Inc. produced "As Time Goes By: A Chronology of the Swan Valley" that includes information about historical events such as exploration, homesteading, logging, and development occurring from 1854 through 2023, and provides an easy-to-use reference about the natural, cultural, and historical aspects of the Swan Valley. The history of the historic lodge at Lindbergh Lake in the Swan Valley, Montana, was documented in the first DVD film produced by USVHS that debuted in February, 2014. During 2015, the video project film, "Wrangler, Dudes, and Homesteaders", using techniques of oral storytelling, photographic documentation, and historical research, was continued documenting the history of the Gordon Ranch and Holland Lake Lodge areas to capture the history of the historic lodges before it is lost. In continuation of the oral history project, during 2015, the USVHS published the "Huck Book" full of local recipes, photos, memories, nostalgia, and historical accounts including recipes that came from early day homesteaders and settlers that have been handed down through the generations. During 2017, the USVHS published "The Gathering Place, Swan Valley's Gordon Ranch". The book includes historical anecdotes, comments, and tales that document the life and times around the Gordon Ranch. During 2024, work was continued on summarizing and transcribing recorded interviews for the purpose of making the stories suitable for inclusion in a future oral history book. The objective of the Oral History Project is to preserve the history of the Swan Valley and make it available for present and future generations. The goal is to continue collecting oral histories of Swan Valley residents by conducting interviews, preparing transcripts, and sharing the stories with the local community and other interested people. Plans include continuing the Oral History Project with interviews, photos, and historic stories. | - | $2,817 |
| FOURTH OF JULY CELEBRATIONDuring the annual Fourth of July community celebration, more than 170 adults and children visited the Upper Swan Valley Historical Society, Inc.'s annual history displays, photo and memorabilia exhibits, and historical cabin exhibits at the Museum and Heritage Site. In addition to the popular Historical Society photo and memorabilia exhibits, the organization served huckleberry ice cream, a 4th of July tradition. The 2024 theme for the 4th of July celebration was the Swan Valley Dude Ranches Exhibit. | - | $402 |
| FROSTBITE FESTIVALIn December 2024, the Upper Swan Valley Historical Society, Inc.'s Program Coordinator developed and organized the annual Frostbite Festival and Holiday Bazaar featuring local artists and crafters. During the Frostbite Festival, adults and children enjoyed a family-oriented event held at the local elementary school to bring the community together for activities and camaraderie. | - | $312 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHARON GRESSLE | Director | - | $0 | - | - |
| PAT SINZ | Director | - | $0 | - | - |
| TRINA ARNOLD | Director | - | $0 | - | - |
| HELENE MICHAEL | Director | - | $0 | - | - |
| STEVE LAMAR | President | PT | $0 | - | - |
| NEIL MEYER | Vice President | - | $0 | - | - |
| FERN N KAUFFMAN | Secretary | PT | $0 | - | - |
| KATHARINE A BEERS | Treasurer | PT | $0 | - | - |
| KATIE GLEASON | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Upper Swan Valley Historical Society Inc
- EIN
- 77-0666044
- Phone
- 4067544551
- Address
- P O BOX 1128, CONDON, MT 59826
Signing Officer
- Name
- Katharine a Beers
- Title
- Treasurer
- Signed
- 2025-05-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Valley Bookkeeping & Tax Svc
- Address
- 5703 Lindbergh Lake Road, Seeley Lake, MT 59868
- Preparer
- Martin J Kux
- Phone
- 4067542529
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $1068”
Other Expenses.1002
“Office Expenses $939”
Other Expenses.1012
“Insurance $1493”
Other Expenses.2
“Telephone/Security $1705”
Other Expenses.4
“Outdoor Exhibit $1310”
Other Expenses.5
“Program Expenses $1273”
Other Expenses.6
“Repairs & Maintenance $646”
Other Expenses.7
“Memberships & Dues $320”
Other Expenses.8
“Permit Fee $188”
Other Expenses.9
“P O Box Rental $118”
Other Expenses.10
“Supplies $66”
Other Expenses.11
“Paypal Fees $37”
Other Assets.1003
“Machinery and Equipment - Beginning $7041 Machinery and Equipment - Ending $5092”
Other Assets.1005
“Accounts Receivable - Beginning $48 Accounts Receivable - Ending $108”
Other Assets.1010
“Inventories - Beginning $5624 Inventories - Ending $4863”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $4233 Prepaid Expenses and Deferred Charges - Ending $8118”
Other Assets.1
“Beneficial Int in Asset held by MT CF - Beginning $25536 Beneficial Int in Asset held by MT CF - Ending $30449”
Other Assets.2
“Security Deposit (Community Hall) - Beginning $0 Security Deposit (Community Hall) - Ending $100”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $763 Accounts Payable and Accrued Expenses - Ending $1629”
Raw XML Appendix231 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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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NEWSLETTERSDuring 2024, the Upper Swan Valley Historical Society, Inc. continued the writing and publication of four quarterly newsletters that are mailed to approximately 550 full-time and part-time residents of the Swan Valley, Montana. Each newsletter is filled with program and project updates, local historical information, recipes, and personal stories. Public information is also available on the organization's web-site that features information on programs and activities for the benefit of the organization and the community. During 2024, there were approximately 4,213 visits to the web-site. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MUSEUM AND HERITAGE SITEOne of the programs of the Upper Swan Valley Historical Society, Inc. is management of the organization's Museum and Heritage Site established to showcase historical items, artifacts, and exhibits and to archive information and materials. There are no other government, cultural, or historic offices in this small, unique, rural community. The goals of providing preservation of the cultural and historical heritage of the Swan Valley, Montana and providing educational and research opportunities for public benefit and enjoyment are being continued. During 2024, the organization continued to improve the building and land at the local Museum and Heritage Site, including expansion of the outdoor interpretive exhibits with additions to the Native American Camp exhibit. Various exhibits and displays of items from early day one-room schoolhouses, fire lookouts, sawmills, hunting and fishing camps, homesteads, and other historic memorabilia were viewed by the estimated 748 visitors who toured the museum during 2024. The Museum's exhibits and displays chronicle the community's settling and the spirit of the homesteading pioneers. In March 2024, President Steve Lamar shared an historic perspective of "Wandering Amongst the Mission Mountains", a photographic slide presentation. The annual August story-telling program theme was The History of Lodges and Dude Ranches in the Swan. In the fall, area students toured the Museum, played traditional games, and experienced a one-room school while finding their own homes, historic places, and land features in the Smith Creek Schoolhouse and on the floor map in the Museum. In addition to maintaining the exhibits and displays in the Museum, plans for the future include continuing to expand the outdoor interpretive exhibits and the Native American Camp exhibit. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | FROSTBITE FESTIVALIn December 2024, the Upper Swan Valley Historical Society, Inc.'s Program Coordinator developed and organized the annual Frostbite Festival and Holiday Bazaar featuring local artists and crafters. During the Frostbite Festival, adults and children enjoyed a family-oriented event held at the local elementary school to bring the community together for activities and camaraderie. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | FOURTH OF JULY CELEBRATIONDuring the annual Fourth of July community celebration, more than 170 adults and children visited the Upper Swan Valley Historical Society, Inc.'s annual history displays, photo and memorabilia exhibits, and historical cabin exhibits at the Museum and Heritage Site. In addition to the popular Historical Society photo and memorabilia exhibits, the organization served huckleberry ice cream, a 4th of July tradition. The 2024 theme for the 4th of July celebration was the Swan Valley Dude Ranches Exhibit. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 4 | ORAL HISTORY PROJECTOver the past decade, The Upper Swan Valley Oral History Project has recorded over 175 interviews with the early residents, along with collecting photographs, maps, documents, and other memorabilia. In 2011, the Upper Swan Valley Historical Society, Inc. produced a book, "Montana, Voices of the Swan", containing 65 historical summaries of recorded interviews with earlier settlers, their descendants, or others who knew the Swan Valley in former years. Their "voices" tell the story of lives of mingled hardship and joy in earlier days in the Swan Valley of Montana. During 2013, and periodically updated since then, the Upper Swan Valley Historical Society, Inc. produced "As Time Goes By: A Chronology of the Swan Valley" that includes information about historical events such as exploration, homesteading, logging, and development occurring from 1854 through 2023, and provides an easy-to-use reference about the natural, cultural, and historical aspects of the Swan Valley. The history of the historic lodge at Lindbergh Lake in the Swan Valley, Montana, was documented in the first DVD film produced by USVHS that debuted in February, 2014. During 2015, the video project film, "Wrangler, Dudes, and Homesteaders", using techniques of oral storytelling, photographic documentation, and historical research, was continued documenting the history of the Gordon Ranch and Holland Lake Lodge areas to capture the history of the historic lodges before it is lost. In continuation of the oral history project, during 2015, the USVHS published the "Huck Book" full of local recipes, photos, memories, nostalgia, and historical accounts including recipes that came from early day homesteaders and settlers that have been handed down through the generations. During 2017, the USVHS published "The Gathering Place, Swan Valley's Gordon Ranch". The book includes historical anecdotes, comments, and tales that document the life and times around the Gordon Ranch. During 2024, work was continued on summarizing and transcribing recorded interviews for the purpose of making the stories suitable for inclusion in a future oral history book. The objective of the Oral History Project is to preserve the history of the Swan Valley and make it available for present and future generations. The goal is to continue collecting oral histories of Swan Valley residents by conducting interviews, preparing transcripts, and sharing the stories with the local community and other interested people. Plans include continuing the Oral History Project with interviews, photos, and historic stories. |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $1068 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $939 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $1493 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Telephone/Security $1705 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Outdoor Exhibit $1310 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Program Expenses $1273 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Repairs & Maintenance $646 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Memberships & Dues $320 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Permit Fee $188 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | P O Box Rental $118 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Supplies $66 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Paypal Fees $37 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Machinery and Equipment - Beginning $7041 Machinery and Equipment - Ending $5092 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Accounts Receivable - Beginning $48 Accounts Receivable - Ending $108 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Inventories - Beginning $5624 Inventories - Ending $4863 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Prepaid Expenses and Deferred Charges - Beginning $4233 Prepaid Expenses and Deferred Charges - Ending $8118 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Beneficial Int in Asset held by MT CF - Beginning $25536 Beneficial Int in Asset held by MT CF - Ending $30449 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Security Deposit (Community Hall) - Beginning $0 Security Deposit (Community Hall) - Ending $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | Accounts Payable and Accrued Expenses - Beginning $763 Accounts Payable and Accrued Expenses - Ending $1629 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1010 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHARINE A BEERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UPPER SWAN VALLEY HISTORICAL SOCIETY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPPE |
| ReturnHeader/Filer/EIN | 0 | 770666044 |
| ReturnHeader/Filer/PhoneNum | 0 | 4067544551 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 1128 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CONDON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59826 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Valley Bookkeeping & Tax Svc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5703 Lindbergh Lake Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Seeley Lake |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59868 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4067542529 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Martin J Kux |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-05-10T08:34:42-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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