MONTGOMERY COUNTY HISTORICAL SOCIETY

EIN: 146022991 501(c)(3) Arts, Culture & Humanities

FORT JOHNSON, NY

Total Revenue
$89,991
Total Expenses
$106,093
Total Assets
$1,025,277
Net Assets
$1,023,831
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
NY
Principal Officer
PETER BETZ
Phone
5188430300
Tax Period
2023-01-01 to 2023-12-31

MONTGOMERY COUNTY HISTORICAL SOCIETY, founded in 1905, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $90K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $106K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROMOTE, OPERATE, AND MAINTAIN HISTORIC FORT JOHNSON, THE 18TH CENTURY HOME OF SIR WILLIAM JOHNSON

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $23,334
Program Service Revenue $2,637
Investment Income $55,435
Other Revenue $8,585
TOTAL REVENUE $89,991

Expense Breakdown

Grants Paid $0
Salaries & Benefits $55,011
Fundraising Expenses $0
Program Expenses $95,880
Other Expenses $51,082
TOTAL EXPENSES $106,093

Year-over-Year Comparison

2023 2022 Change
Revenue $89,991 $96,758 -0.1%
Expenses $106,093 $107,124 0.0%
Net Income $-16,102 $-10,366 +0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
2
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
15
$49,730
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL BLIVEN EXECUTIVE DI 30.00
Director
$28,225 $0 $28,225
SCOTT HAEFNER SITE MANAGER 30.00
Director
$21,505 $0 $21,505
KATHI ALLEN MEMBER 1.00
Director
$0 $0 $0
PETER BETZ PRESIDENT 1.00
Officer Director
$0 $0 $0
BARBARA BILINS MEMBER 1.50
Director
$0 $0 $0
DAVID BROOKS MEMBER 0.50
Director
$0 $0 $0
RONALD BURCH MEMBER 1.00
Director
$0 $0 $0
PAUL DAMIANO MEMBER 0.50
Director
$0 $0 $0
JACK HOTALING MEMBER 1.00
Director
$0 $0 $0
JULIET KONIECZNY MEMBER 1.00
Director
$0 $0 $0
DOUG LANDON VICE PRESIDE 1.00
Officer Director
$0 $0 $0
CLARISSA PUTMAN SECRETARY 1.00
Officer Director
$0 $0 $0
LORI RULISON MEMBER 1.50
Director
$0 $0 $0
LISA STEGELAND MEMBER 1.00
Director
$0 $0 $0
RYAN WEITZ MEMBER 1.00
Officer Director
$0 $0 $0
ILENE WAGNER TREASURER 3.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $89,991 $106,093 $1,025,277 $-16,102
2022 $96,758 $107,124 $1,013,037 $-10,366
2021 $93,922 $78,680 $934,141 $15,242
2020 $56,700 $74,886 $1,067,014 $-18,186
2019 $39,433 $61,329 $1,027,590 $-21,896
2018 $63,000 $79,933 $941,082 $-16,933
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