MONTGOMERY COUNTY HISTORICAL SOCIETY INC (EIN 520795346) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

MATTHEW B LOGAN

Phone

3013402825

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY COUNTY HISTORICAL SOCIETY INC, founded in 1951, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $335K, a strong 31% operating margin.

Mission

MONTGOMERY HISTORY'S MISSION IS TO COLLECT, PRESERVE, INTERPRET, AND SHARE THE HISTORIES OF ALL OF MONTGOMERY COUNTY RESIDENTS AND COMMUNITIES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $948,296

Program Service Revenue $25,036

Investment Income $123,309

Other Revenue $339

TOTAL REVENUE $1,096,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $562,612

Fundraising Expenses $102,942

Program Expenses $564,006

Other Expenses $199,471

TOTAL EXPENSES $762,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,096,980	$583,081	+0.9%
Expenses	$762,083	$685,525	+0.1%
Net Income	$334,897	$-102,444	-4.3%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

228

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

$148,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW B LOGAN	Executive Dir.	40.00	Officer	$137,129	$11,682	$148,811
IAN SHUMAN	President	5.00	Officer Director	$0	$0	$0
MATTHEW S BODE	Vice President	5.00	Officer Director	$0	$0	$0
TIMOTHY W MOORE	Treasurer	5.00	Officer Director	$0	$0	$0
CATHERINE DISHMAN	Secretary	5.00	Officer Director	$0	$0	$0
CAMILLE BREWER	At-Large	5.00	Director	$0	$0	$0
GWEN WRIGHT	Director	5.00	Director	$0	$0	$0
WILLIAM ALLMAN	Director	5.00	Director	$0	$0	$0
PARISA KHAMECHI	Director	5.00	Director	$0	$0	$0
REEMBERTO RODRIGUEZ	Director	5.00	Director	$0	$0	$0
LOUIS J BOSTON Jr	Director	5.00	Director	$0	$0	$0
MARGO REID	Director	5.00	Director	$0	$0	$0
TIFFANY JORDAN	Director	5.00	Director	$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
2025	$1,096,980	$762,083	$5,300,447	$334,897
2024	$583,081	$685,525	$4,746,680	$-102,444
2023	$1,110,102	$594,777	$4,646,576	$515,325
2022	$697,579	$693,130	$4,020,799	$4,449
2021	$589,324	$486,466	$4,464,323	$102,858
2020	$445,089	$458,625	$3,984,509	$-13,536
2019	$410,504	$519,859	$3,898,566	$-109,355
2018	$1,928,939	$509,057	$4,008,005	$1,419,882

MONTGOMERY COUNTY HISTORICAL SOCIETY INC