MONTGOMERY COUNTY HISTORICAL SOCIETY INC: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY COUNTY HISTORICAL SOCIETY INC (EIN 35-1579739)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201543179349202744
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-13T14:37:54-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201320375PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL P GABY CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1127 E MAIN ST STE 200AddressLine1Txt
CityCRAWFORDSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP479331711ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351579739EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY CO HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone7653623416PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 127AddressLine1Txt
CityCRAWFORDSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47933ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM KEEDYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7653623416PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL P GABY CPAPreparerPersonNm
PTINP00480138PTIN
Phone7653641895PhoneNum
Preparation2015-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$93,330GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$56,041ContributionsGiftsGrantsEtcAmt
Program Service Revenue$24,432ProgramServiceRevenueAmt
Membership Dues$4,465MembershipDuesAmt
Investment Income$8,392InvestmentIncomeAmt
Total Revenue$93,330TotalRevenueAmt
Salaries Other Comp Empl Bnft$38,201SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,320FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$22,697OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$976PrintingPublicationsPostageAmt
Other Expenses Total$30,437OtherExpensesTotalAmt
Total Expenses$93,631TotalExpensesAmt
Excess Or Deficit For Year-$301ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$336,713NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$729OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$337,141NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$268,723BOYAmt
EOY$278,006EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$68,789BOYAmt
EOY$59,971EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$337,512BOYAmt
EOY$337,977EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$799BOYAmt
EOY$836EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$336,713BOYAmt
EOY$337,141EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeEDUCATE PUBLIC IN HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram 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.$93,631
FieldValueIRS element (for citing)
Total Program Service Expenses$93,631TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANICE CLAUSER
BOARD1.00$0
MIKE BARTON
PRESIDENT5.00$0
TOM KEEDY
TREASURER5.00$0
RUSTY ADAMS
BOARD1.00$0
SHANNON HUDSON
BOARD1.00$0
SARAH HOUSTON DICKS
BOARD1.00$0
DIAN MOORE
SECRETARY5.00$0
GARY LINN
BOARD1.00$0
TRISHA WICKER
BOARD1.00$0
TIM MCCORMICK
BOARD1.00$0
RUTH JOHNSON
BOARD1.00$0
LORA CRAFT WHILES
BOARD1.00$0
CHUCK SOMMER
VICE-PRESIDE5.00$0
STEVE FREES
EXEC DIRECTO20.00$15,500
DON THOMPSON
BOARD1.00$0
DWAYNE RATER
BOARD1.00$0
SAM VAUGHT
BOARD1.00$0
ANNE HARVEY
ASSISTANT DI20.00$10,800
BOB BOWES
BOARD1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTOM KEEDYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 S WATER STAddressLine1Txt
CityCRAWFORDSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47933ZIPCd
FieldValueIRS element (for citing)
Phone7653623416PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,663CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,533CurrentTaxYearMinus1YearAmt
Current Tax Year$56,041CurrentTaxYearAmt
Total$264,681TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,663CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,533CurrentTaxYearMinus1YearAmt
Current Tax Year$56,041CurrentTaxYearAmt
Total$264,681TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$264,681PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,988CurrentTaxYearMinus1YearAmt
Current Tax Year$8,392CurrentTaxYearAmt
Total$27,655TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$211CurrentTaxYearMinus1YearAmt
Total$1,236TotalAmt
FieldValueIRS element (for citing)
Total Support$293,572TotalSupportAmt
Gross Receipts Rltd Activities$28,897GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90160PublicSupportCY170Pct
Public Support PY1700.92230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES MARKETING 856 OFFICE SUPPLIES 2,470 OFFICE EXPENSE 667 WEB SERVICES 841 INTEREST 6 INSURANCE 4,913 ACTIVITIES 5,076 FUNDRAISING 4,533 TELEPHONE 829 PROFESSIONAL DEVELOPMENT 714 DUES & MEMBERSHIPS 493 AWARDS 175 BANK CHARGES 36 SALES TAX 10 NON-INVESTMENT DEPRECIATION 8,818 TOTAL 30,437
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 729
FORM 990-EZ, PART II, LINE 24288,169 288,169 LESS ACCUMULATED DEPRECIATION 219,380 228,198 TOTAL 68,789 59,971
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 799 836
FORM 990-EZ, PART IIIEDUCATE PUBLIC IN HISTORICAL SIGNIFICANCE OF MONTGOMERY COUNTY, INDIANA.
FORM 990-EZ, PART III, LINE 28THE 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 31THE 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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