BITTER ROOT VALLEY HISTORICAL SOCIETY INC

EIN: 810370013 501(c)(3)

HAMILTON, MT

Total Revenue
$271,306
Total Expenses
$273,031
Total Assets
$285,757
Net Assets
$223,359
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
MT
Principal Officer
PHIL CONNELLY
Phone
4063633338
Tax Period
2024-01-01 to 2024-12-31

BITTER ROOT VALLEY HISTORICAL SOCIETY INC is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE.

Program Service Accomplishments

Program 1
Expenses: $198,881 Revenue: $16,280

LINE 4A: OPERATE THE RAVALLI COUNTY MUSEUM BRVHS OPERATES AND SUPPORTS THE RAVALLI COUNTY MUSEUM IN THE HISTORIC A.J. GIBSON COURTHOUSE BUILT IN 1900. THE MUSEUM IS STAFFED AND OPEN TO THE PUBLIC...

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LINE 4A: OPERATE THE RAVALLI COUNTY MUSEUM BRVHS OPERATES AND SUPPORTS THE RAVALLI COUNTY MUSEUM IN THE HISTORIC A.J. GIBSON COURTHOUSE BUILT IN 1900. THE MUSEUM IS STAFFED AND OPEN TO THE PUBLIC YEAR-ROUND WITH ROTATING AND PERMANENT EXHIBITS AND EDUCATION PROGRAMMING THAT FOCUSES ON LOCAL HISTORY, ART, AND NATURAL HISTORY. IT PRESERVES ARCHIVES AND ARTIFACTS THAT NUMBER IN THE TENS OF THOUSANDS MAKING THESE ITEMS ACCESSIBLE TO EXPLORE THE HISTORY OF OUR VALLEY AND REGION FROM PAST TO PRESENT DAY. OPEN ALL YEAR FROM TUESDAY THRU SATURDAY WITH FREE ADMISSION ON THURSDAY AND SATURDAY. THE MUSEUM SERVES THE ENTIRE REGION ATTRACTING OVER 9,000 VISITORS AND TOURISTS EACH YEAR.

Program 2
Expenses: $17,044 Revenue: $52,405

LINE 4B: MCINTOSH APPLE DAY & LIQUID APPLE NIGHT IN THE FALL, MCINTOSH APPLE DAY & LIQUID APPLE NIGHT CULTURAL HERITAGE FESTIVALS CELEBRATE THE APPLE BOOM THAT HELPED TO SETTLE THIS AREA IN 1880S TO...

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LINE 4B: MCINTOSH APPLE DAY & LIQUID APPLE NIGHT IN THE FALL, MCINTOSH APPLE DAY & LIQUID APPLE NIGHT CULTURAL HERITAGE FESTIVALS CELEBRATE THE APPLE BOOM THAT HELPED TO SETTLE THIS AREA IN 1880S TO 1920S. THIS WAS THE 45TH APPLE DAY PRESENTED BY THE MUSEUM, FEATURING 700 HANDMADE MCINTOSH APPLE PIES, APPLE BUTTER STIRRED ONSITE, CARAMEL APPLES, APPLE FRITTERS, AND FRESH CIDER FROM A VINTAGE CIDER PRESS. OVER 175 FRESH PRODUCE AND CRAFT VENDORS FROM AROUND THE REGION OFFER THEIR WARES TO THE MANY ATTENDEES. THE HARD CIDER FESTIVAL IN THE EVENING OFFERS LOCALLY MADE CIDERS TO TASTE WHILE ENJOYING MUSIC ON THE MUSEUM LAWN TO CLOSE OUT THE DAY. THESE EVENTS ATTRACT THOUSANDS OF VISITORS, SUPPORTING LOCAL MERCHANTS AND EXPLORING THE HISTORY AND CULTURES OF THE BITTER ROOT VALLEY.

Program 3
Expenses: $2,066

LINE 4C: OUTREACH AND EDUCATIONAL ACTIVITIES THE MUSEUM IS AN EDUCATIONAL VENUE WITH GUIDED AND INDIVIDUAL OPPORTUNITIES TO EXPLORE THE RICH HISTORY OF THE BITTER ROOT. WE INVITE OUR GUESTS TO...

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LINE 4C: OUTREACH AND EDUCATIONAL ACTIVITIES THE MUSEUM IS AN EDUCATIONAL VENUE WITH GUIDED AND INDIVIDUAL OPPORTUNITIES TO EXPLORE THE RICH HISTORY OF THE BITTER ROOT. WE INVITE OUR GUESTS TO EXPERIENCE OUR HISTORY THROUGH ACTIVITIES, EVENTS, TOURS, AND EXHIBITS. WE HOST STUDENT FIELD TRIPS FOR THE SCHOOLS IN OUR VALLEY AND ARE VISITED BY HUNDREDS OF SCHOOL AGE CHILDREN. FREE FAMILY ACTIVITIES ARE PRESENTED EVERY SATURDAY MORNING FOCUSING ON S.T.E.A.M. CONCEPTS AND NATURAL HISTORY. WE PRESENT ANNUAL CULTURAL HERITAGE EVENTS THAT REINFORCE OUR LIVING HISTORY AND SENSE OF PLACE. IN 2024, THE MAIN COURTROOM GALLERY FEATURED GLACIER PARK: VINTAGE VIEWS AND POLLINATION INVESTIGATION, WITH INTERACTIVE ACTIVITIES FOR ALL AGES. THE NEW HOMESTEAD CABIN ACTIVITY ROOM AND COVERED WAGON OPENED THIS YEAR. OUR NINE EXHIBIT GALLERIES HIGHLIGHT LEWIS & CLARK AND THE SALISH PEOPLE, EARLY SETTLERS, LOGGING, AGRICULTURE, ANTIQUE TOOLS, AND WILDLIFE. OUTSIDE ON THE MUSEUM LAWN, LIVING HISTORY OF THE NEZ PERCE EXHIBIT IS DISPLAYED TELLING THE STORY OF THE NEE-MEE-POO PEOPLE IN THEIR OWN WORDS AND PICTURES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $67,991
Program Service Revenue $85,905
Investment Income $11,720
Other Revenue $105,690
TOTAL REVENUE $271,306

Expense Breakdown

Grants Paid $0
Salaries & Benefits $175,875
Fundraising Expenses $0
Program Expenses $273,031
Other Expenses $97,156
TOTAL EXPENSES $273,031

Year-over-Year Comparison

2024 2023 Change
Revenue $271,306 $244,476 +0.1%
Expenses $273,031 $243,344 +0.1%
Net Income $-1,725 $1,132 -2.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
9
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
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PERRY BARTOL TREASURER 2.00
Officer Director
$0 $0 $0
JOANN HOSKO SECRETARY 3.00
Officer Director
$0 $0 $0
RUTH WIMBERLY DIRECTOR 2.00
Director
$0 $0 $0
SCOTT SACRY DIRECTOR 2.00
Director
$0 $0 $0
PHIL CONNELLY PRESIDENT 4.00
Officer Director
$0 $0 $0
PEGGY RIEMER VICE PRESIDE 2.00
Officer Director
$0 $0 $0
ELENA LOPEZ DIRECTOR 2.00
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
2024 $271,306 $273,031 $285,757 $-1,725
2023 $244,476 $243,344 $276,809 $1,132
2022 $250,218 $236,349 $287,509 $13,869
2021 $284,165 $250,319 $320,704 $33,846
2020 $301,906 $288,774 $299,193 $13,132
2019 $272,494 $267,869 $234,795 $4,625
2018 $277,460 $274,621 $246,464 $2,839
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