MONTGOMERY COUNTY HISTORICAL SOCIETY INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY COUNTY HISTORICAL SOCIETY INC (EIN 35-1579739)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349200130
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T11:49:43-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201320375 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL P GABY CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 S WATER ST | AddressLine1Txt |
| City | CRAWFORDSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479332534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351579739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY CO HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 7653623416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1Txt |
| City | CRAWFORDSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47933 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM KEEDY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7653623416 | PhoneNum |
| Signature | 2017-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL P GABY CPA | PreparerPersonNm |
| PTIN | P00480138 | PTIN |
| Phone | 7653641895 | PhoneNum |
| Preparation | 2017-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C52415EFE5DBA696DD80FAE11C608A3B32CC4434 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9256709D20C39CF612BB35A24489EABABD8BDA1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $91,675 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $59,373 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $21,506 | ProgramServiceRevenueAmt |
| Membership Dues | $4,000 | MembershipDuesAmt |
| Investment Income | $6,736 | InvestmentIncomeAmt |
| Other Revenue Total | $60 | OtherRevenueTotalAmt |
| Total Revenue | $91,675 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $39,694 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,320 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $10,815 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $435 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $284,497 | OtherExpensesTotalAmt |
| Total Expenses | $336,761 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$245,086 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $428,776 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $3,381 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $187,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,197 | BOYAmt |
| EOY | $144,589 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,436 | BOYAmt |
| EOY | $43,338 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,633 | BOYAmt |
| EOY | $187,927 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857 | BOYAmt |
| EOY | $856 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,776 | BOYAmt |
| EOY | $187,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EDUCATE PUBLIC IN HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE ORGANIZATION FULFILLS ITS MISSION BY EDUCATING THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA BY MAINTAINING LANE PLACE, WHICH HOSTS TOURS, DISPLAYS HISTORICAL ARTIFACTS, AND SERVES AS THE OFFICES OF THE HISTORICAL SOCIETY. | |
| THE ORGANIZATION FULFILLS ITS MISSION BY EDUCATING THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA BY MAINTAINING LANE PLACE, WHICH HOSTS TOURS, DISPLAYS HISTORICAL ARTIFACTS, AND SERVES AS THE OFFICES OF THE HISTORICAL SOCIETY. | $336,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $336,761 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JANICE CLAUSER | ||
| BOARD | 1.00 | $0 |
| MIKE BARTON | ||
| PRESIDENT | 5.00 | $0 |
| TOM KEEDY | ||
| TREASURER | 5.00 | $0 |
| ANNE SHAW | ||
| BOARD | 1.00 | $0 |
| SHANNON HUDSON | ||
| BOARD | 1.00 | $0 |
| BRUCE BOWERS | ||
| BOARD | 1.00 | $0 |
| DIAN MOORE | ||
| SECRETARY | 5.00 | $0 |
| GARY LINN | ||
| BOARD | 1.00 | $0 |
| TRISHA WICKER | ||
| BOARD | 1.00 | $0 |
| TIM MCCORMICK | ||
| BOARD | 1.00 | $0 |
| RUTH JOHNSON | ||
| BOARD | 1.00 | $0 |
| LORA CRAFT WHILES | ||
| BOARD | 1.00 | $0 |
| CHUCK SOMMER | ||
| VICE-PRESIDE | 5.00 | $0 |
| STEVE FREES | ||
| EXEC DIRECTO | 20.00 | $15,500 |
| DON THOMPSON | ||
| BOARD | 1.00 | $0 |
| SHERRY HARRIS | ||
| BOARD | 1.00 | $0 |
| SCOTT HEMMERLEIN | ||
| BOARD | 1.00 | $0 |
| ANNE HARVEY | ||
| ASSISTANT DI | 20.00 | $11,840 |
| JOHN STRICKLAND | ||
| BOARD | 1.00 | $0 |
| SHANNON HUDSON | ||
| BOARD | 1.00 | $0 |
| VICKE HUDSON-SWISHER | ||
| BOARD | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE FREES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 S WATER ST | AddressLine1Txt |
| City | CRAWFORDSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47933 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7653623416 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,373 | CurrentTaxYearAmt |
| Total | $358,772 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,373 | CurrentTaxYearAmt |
| Total | $358,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $358,772 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,736 | CurrentTaxYearAmt |
| Total | $29,644 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5,737 | CurrentTaxYearMinus1YearAmt |
| Total | $6,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $395,389 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,506 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISC INCOME 60 TOTAL 60 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 620 OFFICE SUPPLIES 2,304 OFFICE EXPENSE 251 WEB SERVICES 3,052 INSURANCE 5,684 CLOCK TOWER EXPENSE 247,326 FUNDRAISING 9,035 SMALL EQUIPMENT 5,145 STORE PURCHASES 888 ACTIVITIES 720 BANK CHARGES 544 DUES & MEMBERSHIPS 502 AWARDS 125 MOVING EXPENSE 117 PROFESSIONAL DEVELOPMENT 60 SALES TAX 26 NON-INVESTMENT DEPRECIATION 8,098 TOTAL 284,497 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 3,381 |
| FORM 990-EZ, PART II, LINE 24 | 288,169 288,169 LESS ACCUMULATED DEPRECIATION 236,733 244,831 TOTAL 51,436 43,338 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 857 856 |
| FORM 990-EZ, PART III | EDUCATE PUBLIC IN HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA. |
| FORM 990-EZ, PART III, LINE 28 | THE ORGANIZATION FULFILLS ITS MISSION BY EDUCATING THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA BY MAINTAINING LANE PLACE, WHICH HOSTS TOURS, DISPLAYS HISTORICAL ARTIFACTS, AND SERVES AS THE OFFICES OF THE HISTORICAL SOCIETY. |
| FORM 990-EZ, PART III, LINE 31 | THE ORGANIZATION FULFILLS ITS MISSION BY EDUCATING THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA BY MAINTAINING LANE PLACE, WHICH HOSTS TOURS, DISPLAYS HISTORICAL ARTIFACTS, AND SERVES AS THE OFFICES OF THE HISTORICAL SOCIETY. |
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