Montgomery Historical Society
EIN: 30268694 · Montgomery, VT
| Metric | Value |
|---|---|
| Total Expenses | $19K |
| Net Assets | $210K |
Is Montgomery Historical Society Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Montgomery Historical Society
Montgomery Historical Society (EIN: 30268694) is a nonprofit organization based in Montgomery, VT. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montgomery Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Montgomery Historical Society is a micro nonprofit that has been operating for 47 years, with 3 years of IRS 990 filings on record (2013–2015). Revenue has grown at a compound annual rate of -35.7%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $37K |
| Total Expenses | $19K |
| Surplus / Deficit | +$18K |
| Total Assets | $210K |
| Net Assets | $210K |
| Operating Margin | 49.2% |
| Months of Reserves | 134.9 months |
Financial Health Grade: A
In 2015, Montgomery Historical Society reported a surplus of $18K with revenue exceeding expenses, holds 134.9 months of operating reserves (strong position).
Financial Trends
Over 3 years of filings (2013–2015), Montgomery Historical Society's revenue has declined at a compound annual growth rate (CAGR) of -35.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | -50.9% | +31.3% | +9.4% |
| 2014 | -15.9% | -29.5% | +46.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1979 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Montgomery Historical Society has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Montgomery Historical Society with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $18K, with revenue exceeding expenses.
Frequently Asked Questions about Montgomery Historical Society
Is Montgomery Historical Society a legitimate charity?
Based on AI analysis of IRS 990 filings, Montgomery Historical Society (EIN: 30268694) insufficient data. 0 red flags identified, 0 strengths noted.
How does Montgomery Historical Society spend its money?
Detailed spending breakdown data is not yet available for Montgomery Historical Society. Check back for updated IRS 990 analysis.
Are donations to Montgomery Historical Society tax-deductible?
Montgomery Historical Society is registered as a tax-exempt nonprofit (EIN: 30268694). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Montgomery Historical Society located?
Montgomery Historical Society is headquartered in Montgomery, Vermont and files with the IRS under EIN 30268694.
How many years of IRS 990 filings does Montgomery Historical Society have?
Montgomery Historical Society has 3 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data.
Filing History
IRS 990 filing history for Montgomery Historical Society showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2013–2015), Montgomery Historical Society's revenue has declined by 58.7%, moving from $89K to $37K. Total assets increased by 60% over the same period, from $131K to $210K. Total functional expenses fell by 7.5%, from $20K to $19K. In its most recent filing year (2015), Montgomery Historical Society reported a surplus of $18K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $37K | $19K | $210K | $0 | — | View 990 |
| 2014 | $75K | $14K | $192K | $0 | — | View 990 |
| 2013 | $89K | $20K | $131K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $37K, expenses of $19K, and assets of $210K (revenue -50.9% year-over-year).
- 2014: Revenue of $75K, expenses of $14K, and assets of $192K (revenue -15.9% year-over-year).
- 2013: Revenue of $89K, expenses of $20K, and assets of $131K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Montgomery Historical Society:
Data Sources and Methodology
This transparency report for Montgomery Historical Society is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.