Civic Intelligence

Bitter Root Valley Historical Society Inc

990 • Fiscal year 2021 • EIN 81-0370013

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

205 Bedford StHamilton, MT 59840

(406) 363-3338

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

7.2%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.9%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$320,704

Flat from 2021

Net Assets

Flat

$227,908

Flat from 2021

Liabilities

Flat

$92,796

Flat from 2021

Revenue

Flat

$284,165

Flat from 2021

Expenses

Flat

$250,319

Flat from 2021

Net Income

Flat

$33,846

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $366,063Liabilities 2011: $37,464Net Assets 2011: $328,5992011Assets 2012: $381,902Liabilities 2012: $85,253Net Assets 2012: $296,6492012Assets 2013: $329,202Liabilities 2013: $60,283Net Assets 2013: $268,9192013Assets 2014: $312,714Liabilities 2014: $72,853Net Assets 2014: $239,8612014Assets 2015: $254,849Liabilities 2015: $71,818Net Assets 2015: $183,0312015Assets 2016: $204,371Liabilities 2016: $89,339Net Assets 2016: $115,0322016Assets 2017: $210,499Liabilities 2017: $82,592Net Assets 2017: $127,9072017Assets 2018: $246,464Liabilities 2018: $121,514Net Assets 2018: $124,9502018Assets 2019: $234,795Liabilities 2019: $95,362Net Assets 2019: $139,4332019Assets 2020: $299,193Liabilities 2020: $147,197Net Assets 2020: $151,9962020Assets 2021: $320,704Liabilities 2021: $92,796Net Assets 2021: $227,9082021Assets 2021: $320,704Liabilities 2021: $92,796Net Assets 2021: $227,9082021Assets 2022: $287,509Liabilities 2022: $68,405Net Assets 2022: $219,1042022Assets 2023: $276,809Liabilities 2023: $53,292Net Assets 2023: $223,5172023Assets 2024: $285,757Liabilities 2024: $62,398Net Assets 2024: $223,3592024

Highlighted filing

2021

Assets$320,704
Liabilities$92,796
Net Assets$227,908

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $111,056Expenses 2011: $170,963Net Income 2011: -$59,9072011Revenue 2012: $132,067Expenses 2012: $178,208Net Income 2012: -$46,1412012Revenue 2013: $128,672Expenses 2013: $163,326Net Income 2013: -$34,6542013Revenue 2014: $176,711Expenses 2014: $215,164Net Income 2014: -$38,4532014Revenue 2015: $193,633Expenses 2015: $237,396Net Income 2015: -$43,7632015Revenue 2016: $160,244Expenses 2016: $218,083Net Income 2016: -$57,8392016Revenue 2017: $172,475Expenses 2017: $242,347Net Income 2017: -$69,8722017Revenue 2018: $277,460Expenses 2018: $274,621Net Income 2018: $2,8392018Revenue 2019: $272,494Expenses 2019: $267,869Net Income 2019: $4,6252019Revenue 2020: $301,906Expenses 2020: $288,774Net Income 2020: $13,1322020Revenue 2021: $284,165Expenses 2021: $250,319Net Income 2021: $33,8462021Revenue 2021: $284,165Expenses 2021: $250,319Net Income 2021: $33,8462021Revenue 2022: $250,218Expenses 2022: $236,349Net Income 2022: $13,8692022Revenue 2023: $244,476Expenses 2023: $243,344Net Income 2023: $1,1322023Revenue 2024: $271,306Expenses 2024: $273,031Net Income 2024: -$1,7252024

Highlighted filing

2021

Revenue$284,165
Expenses$250,319
Net Income$33,846
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$295,096
Mission and Program Overview

Mission

Acquire, preserve, protect and interpret the historical and cultural heritage of the bitter root valley and its people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$149,035$164,042▲ $15,007
Savings and Temporary Cash Investments$51,615$41,620▼ $9,995
Cash and Non-Interest-Bearing Accounts$52,406$39,331▼ $13,075
Inventories for Sale or Use$32,770$31,041▼ $1,729
Other Notes and Loans Receivable, Net$333$23,020▲ $22,687
Pledges and Grants Receivable$12,650$21,353▲ $8,703
Land, Buildings, and Equipment, Net$215$72▼ $143
Total Assets$299,193$320,704▲ $21,511
Other Assets Total$169$225▲ $56
Liabilities
Accounts Payable and Accrued Expenses$93,614$84,936▼ $8,678
Other Liabilities$53,583$7,860▼ $45,723
Total Liabilities$147,197$92,796▼ $54,401
Net Assets / Fund Balance
Net Assets With Donor Restrictions$120,792$177,683▲ $56,891
Net Assets Without Donor Restrictions$31,204$50,225▲ $19,021
Total Net Assets Fund Balance$151,996$227,908▲ $75,912
Total Liabilities and Net Assets / Fund Balance$299,193$320,704▲ $21,511

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$72$109,327$109,399
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis MoorePresident
Cheryl WaterworthDirector
Laurie BurnhamDirector
Peggy RiemerDirector
Phil ConnellyDirector
Joann HoskoSecretary
Eric ElanderTreasurer
David BethmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$98,010
Program Service Revenue
$85,322
Investment Income
$7,131
Other Revenue
$93,702
All Other Contributions
$98,010
Change in Net Assets
$33,846

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,657
Other Expenses$86,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,789--$146,789
Fees for Services Accounting$19,878--$19,878
Payroll Taxes$16,868--$16,868
Office Expenses$8,837--$8,837
Occupancy$7,448--$7,448
Advertising$3,330--$3,330
Fees for Service Investment Mgmnt Fees$2,475--$2,475
Fees for Services Other$2,474--$2,474
Other Expenses$2,459--$2,459
Insurance$1,903--$1,903
Conferences and Meetings$1,831--$1,831
Fees for Services Legal$987--$987
Travel$721--$721
Interest$707--$707
Depreciation Depletion$143--$143
All Other Expenses$-8,044--$-8,044
Total Functional Expenses$250,319$0$0$250,319
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,735
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
Deferred Revenue$5,000
Payroll Taxes Withheld$2,860
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 7A

The general membership elects the board of directors.

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

Financials are reviewed before and after filing by the financial oversight committee and the board of directors. Form 990 is reviewed by accounting staff and board officers before filing.

Form 990, Page 6, Part VI, Line 19

Documents and tax returns are available on line and upon request at the museum.

Filing and Contact Details

Filer

Filer Name
Bitter Root Valley Historical
EIN
81-0370013
Phone
4063633338
Address
205 BEDFORD ST, HAMILTON, MT 59840
Doing Business As
Ravalli County Museum

Signing Officer

Name
Phil Connelly
Title
Director
Phone
4063636668
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Moore
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
50

Preparer

Firm
Davis Group Pllc
Address
178 S 3RD ST, HAMILTON, MT 59840
Preparer
Douglas J Davis
Phone
4063632225
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Line 4b: outreach and educational activities the museum is an educational venue with guided and individual opportunities to explore the rich history of the bitter root. We invite our guests to experience our history through activities, events, tours, and exhibits. We are utilized by the schools in our valley and by hundreds of local school age children. Free family activities are offered every saturday morning that focuses on s.t.e.a.m. Concepts and complement our current exhibits. We present annual cultural heritage events that reinforce our living history and sense of place. Learning and exploring new things are a part of everything at the museum. In 2021, we were able to retain our dedicated staff, continue to offer engaging museum experiences, and resume our community outreach activities. Our new virtual exhibit tours on the website and an outdoor ice age glaciers exhibit added additional options to be viewed by everyone.

Form 990, Page 2, Part III, Line 4D

Line 4d: other cultural heritage events the valley's diverse cultural heritage is highlighted each year with bitter root day honoring the salish culture and montana's state flower in june. The museum programs include country christmas with music and cowboy poetry and presentations throughout the year. The museum is a passport station for 3 national historic trails: lewis & clark, nez perce, and ice age glaciers with extensive exhibits to add to visitors' exploration of the past.

Form 990, Part XI, Line 9

Payroll protecton funds 31,780 prior period expenses 0 total 31,780

Financial Statement Notes

Schedule D, Page 4, Part XIII

Pursuant to fasb asc 958, the bitter root valley historical society has elected not to report in its revenue statement and balance sheet works of art, historical treasures, or other items donated to the organization for public exhibition, education, research, and preservation for future generations. In fulfillment of our mission to acquire, preserve, protect and interpret the historical and cultural heritage of the bitter root valley and its people. Our collections of donated and preserved items include: agricultural and household artifacts, american indian cultural materials, natural history items, military uniforms, art work, bertie lord and ernst peterson photography collections, historical documents and photographs, maps, reference books, and newspapers from the 1800s to present.

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IRS990/OtherExpensesGrp/TotalAmt18389
IRS990/OtherExpensesGrp/TotalAmt24493
IRS990/OtherExpensesGrp/TotalAmt32459
IRS990/OtherLiabilitiesGrp/BOYAmt053583
IRS990/OtherLiabilitiesGrp/EOYAmt07860
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0COUNTY MILL LEVY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt092886
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092886
IRS990/OtherRevenueTotalAmt092886
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0146789
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146789
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0333
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt023020
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt016868
IRS990/PayrollTaxesGrp/TotalAmt016868
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012650
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021353
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DENNIS MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MCINTOSH APPLE DAY
IRS990/ProgramServiceRevenueGrp/Desc1ANTIQUE AUCTION
IRS990/ProgramServiceRevenueGrp/Desc2APPLE NIGHT-CIDER FESTIVAL
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc4BR DAY-CULTURAL HERITAGE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029753
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212031
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310361
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt45620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45620
IRS990/ProgSrvcAccomActy2Grp/Desc0LINE 4B: OUTREACH AND EDUCATIONAL ACTIVITIES THE MUSEUM IS AN EDUCATIONAL VENUE WITH GUIDED AND INDIVIDUAL OPPORTUNITIES TO EXPLORE THE RICH HISTORY OF THE BITTER ROOT. WE INVITE OUR GUESTS TO EXPERIENCE OUR HISTORY THROUGH ACTIVITIES, EVENTS, TOURS, AND EXHIBITS. WE ARE UTILIZED BY THE SCHOOLS IN OUR VALLEY AND BY HUNDREDS OF LOCAL SCHOOL AGE CHILDREN. FREE FAMILY ACTIVITIES ARE OFFERED EVERY SATURDAY MORNING THAT FOCUSES ON S.T.E.A.M. CONCEPTS AND COMPLEMENT OUR CURRENT EXHIBITS. WE PRESENT ANNUAL CULTURAL HERITAGE EVENTS THAT REINFORCE OUR LIVING HISTORY AND SENSE OF PLACE. LEARNING AND EXPLORING NEW THINGS ARE A PART OF EVERYTHING AT THE MUSEUM. IN 2021, WE WERE ABLE TO RETAIN OUR DEDICATED STAFF, CONTINUE TO OFFER ENGAGING MUSEUM EXPERIENCES, AND RESUME OUR COMMUNITY OUTREACH ACTIVITIES. OUR NEW VIRTUAL EXHIBIT TOURS ON THE WEBSITE AND AN OUTDOOR ICE AGE GLACIERS EXHIBIT ADDED ADDITIONAL OPTIONS TO BE VIEWED BY EVERYONE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012381
IRS990/ProgSrvcAccomActy3Grp/Desc0LINE 4C: APPLE DAY IN THE FALL, MCINTOSH APPLE DAY & LIQUID APPLE NIGHT FESTIVALS CELEBRATE THE APPLE BOOM THAT HELPED TO SETTLE THIS AREA IN 1880S TO 1920S. THIS WAS THE 42ND APPLE DAY PRESENTED BY THE MUSEUM, FEATURING 600 HANDMADE MCINTOSH APPLE PIES, APPLE BUTTER STIRRED ONSITE, CARAMEL APPLES, FRESH CIDER FROM A VINTAGE CIDER PRESS, WITH FRESH PRODUCE AND CRAFT VENDORS FROM AROUND THE REGION. THE HARD CIDER FESTIVAL IN THE EVENING OFFERS LOCALLY MADE CIDERS TO TASTE WHILE ENJOYING MUSIC UNDER THE TWINKLE LIGHTS TO CLOSE OUT THE DAY. THESE EVENTS ATTRACT THOUSANDS OF VISITORS, SUPPORTING LOCAL MERCHANTS AND EXPLORING THE HISTORY AND CULTURES OF THE BITTER ROOT VALLEY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LINE 4D: OTHER CULTURAL HERITAGE EVENTS THE VALLEY'S DIVERSE CULTURAL HERITAGE IS HIGHLIGHTED EACH YEAR WITH BITTER ROOT DAY HONORING THE SALISH CULTURE AND MONTANA'S STATE FLOWER IN JUNE. THE MUSEUM PROGRAMS INCLUDE COUNTRY CHRISTMAS WITH MUSIC AND COWBOY POETRY AND PRESENTATIONS THROUGHOUT THE YEAR. THE MUSEUM IS A PASSPORT STATION FOR 3 NATIONAL HISTORIC TRAILS: LEWIS & CLARK, NEZ PERCE, AND ICE AGE GLACIERS WITH EXTENSIVE EXHIBITS TO ADD TO VISITORS' EXPLORATION OF THE PAST.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0148335
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt086708
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148377
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04023
IRS990/PYOtherExpensesAmt0117380
IRS990/PYOtherRevenueAmt079610
IRS990/PYProgramServiceRevenueAmt069896
IRS990/PYRevenuesLessExpensesAmt013132
IRS990/PYSalariesCompEmpBnftPaidAmt0171394
IRS990/PYTotalExpensesAmt0288774
IRS990/PYTotalRevenueAmt0301906
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033846
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04091
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051615
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt098010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0555240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0192618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0163801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0196463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0163330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0799574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07991
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99410
IRS990ScheduleA/PublicSupportPY509Pct00.99150
IRS990ScheduleA/PublicSupportTotal509Amt01354814
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0290628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0312178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0283689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0283350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0184969
IRS990ScheduleA/Total509Grp/TotalAmt01354814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0290628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0312178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0285713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0285279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0189007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01362805
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt072
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0109327
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0109399
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES WITHHELD
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO FASB ASC 958, THE BITTER ROOT VALLEY HISTORICAL SOCIETY HAS ELECTED NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART, HISTORICAL TREASURES, OR OTHER ITEMS DONATED TO THE ORGANIZATION FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH, AND PRESERVATION FOR FUTURE GENERATIONS. IN FULFILLMENT OF OUR MISSION TO ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE. OUR COLLECTIONS OF DONATED AND PRESERVED ITEMS INCLUDE: AGRICULTURAL AND HOUSEHOLD ARTIFACTS, AMERICAN INDIAN CULTURAL MATERIALS, NATURAL HISTORY ITEMS, MILITARY UNIFORMS, ART WORK, BERTIE LORD AND ERNST PETERSON PHOTOGRAPHY COLLECTIONS, HISTORICAL DOCUMENTS AND PHOTOGRAPHS, MAPS, REFERENCE BOOKS, AND NEWSPAPERS FROM THE 1800S TO PRESENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072
IRS990ScheduleD/TotalLiabilityAmt07860
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 4B: OUTREACH AND EDUCATIONAL ACTIVITIES THE MUSEUM IS AN EDUCATIONAL VENUE WITH GUIDED AND INDIVIDUAL OPPORTUNITIES TO EXPLORE THE RICH HISTORY OF THE BITTER ROOT. WE INVITE OUR GUESTS TO EXPERIENCE OUR HISTORY THROUGH ACTIVITIES, EVENTS, TOURS, AND EXHIBITS. WE ARE UTILIZED BY THE SCHOOLS IN OUR VALLEY AND BY HUNDREDS OF LOCAL SCHOOL AGE CHILDREN. FREE FAMILY ACTIVITIES ARE OFFERED EVERY SATURDAY MORNING THAT FOCUSES ON S.T.E.A.M. CONCEPTS AND COMPLEMENT OUR CURRENT EXHIBITS. WE PRESENT ANNUAL CULTURAL HERITAGE EVENTS THAT REINFORCE OUR LIVING HISTORY AND SENSE OF PLACE. LEARNING AND EXPLORING NEW THINGS ARE A PART OF EVERYTHING AT THE MUSEUM. IN 2021, WE WERE ABLE TO RETAIN OUR DEDICATED STAFF, CONTINUE TO OFFER ENGAGING MUSEUM EXPERIENCES, AND RESUME OUR COMMUNITY OUTREACH ACTIVITIES. OUR NEW VIRTUAL EXHIBIT TOURS ON THE WEBSITE AND AN OUTDOOR ICE AGE GLACIERS EXHIBIT ADDED ADDITIONAL OPTIONS TO BE VIEWED BY EVERYONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 4D: OTHER CULTURAL HERITAGE EVENTS THE VALLEY'S DIVERSE CULTURAL HERITAGE IS HIGHLIGHTED EACH YEAR WITH BITTER ROOT DAY HONORING THE SALISH CULTURE AND MONTANA'S STATE FLOWER IN JUNE. THE MUSEUM PROGRAMS INCLUDE COUNTRY CHRISTMAS WITH MUSIC AND COWBOY POETRY AND PRESENTATIONS THROUGHOUT THE YEAR. THE MUSEUM IS A PASSPORT STATION FOR 3 NATIONAL HISTORIC TRAILS: LEWIS & CLARK, NEZ PERCE, AND ICE AGE GLACIERS WITH EXTENSIVE EXHIBITS TO ADD TO VISITORS' EXPLORATION OF THE PAST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIALS ARE REVIEWED BEFORE AND AFTER FILING BY THE FINANCIAL OVERSIGHT COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990 IS REVIEWED BY ACCOUNTING STAFF AND BOARD OFFICERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AND TAX RETURNS ARE AVAILABLE ON LINE AND UPON REQUEST AT THE MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL PROTECTON FUNDS 31,780 PRIOR PERIOD EXPENSES 0 TOTAL 31,780
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0299193
IRS990/TotalAssetsEOYAmt0320704
IRS990/TotalAssetsGrp/BOYAmt0299193
IRS990/TotalAssetsGrp/EOYAmt0320704
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt098010
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0250319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0147197

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.62$2.23$2.71$2.73$0.02
2023Summary only. Only limited summary data is available for this year.$2.77$0.53$2.24$2.44$2.43$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.68$2.19$2.50$2.36$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.93$2.28$2.84$2.50$0.34
2021Summary only. Only limited summary data is available for this year.$3.21$0.93$2.28$2.84$2.50$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$1.47$1.52$3.02$2.89$0.13
2019Summary only. Only limited summary data is available for this year.$2.35$0.95$1.39$2.72$2.68$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.22$1.25$2.77$2.75$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.83$1.28$1.72$2.42$0.70
2016Summary only. Only limited summary data is available for this year.$2.04$0.89$1.15$1.60$2.18$0.58
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.72$1.83$1.94$2.37$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.73$2.40$1.77$2.15$0.38
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.60$2.69$1.29$1.63$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.85$2.97$1.32$1.78$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.37$3.29$1.11$1.71$0.60