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Bitter Root Valley Historical Society

Tax-deductible

Hamilton, MT501(c)(3) EIN 81-0370013Revenue $271K in FY2024

On file with the IRSravallimuseum.org205 Bedford, 59840-2853 · Hamilton, MTTax-exempt since Aug 1974Publicly supported charity — 170(b)(1)(A)(vi)

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Acquire, preserve, protect and interpret the Historical and cultural heritage of the Bitter Root Valley and its people.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 50 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $12K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $163K in investments, Pt X · Ln 11–13
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$62K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$271K
+11% vs prior year
Spent
$273K
To programs
100%
Net assets
$223K
By yearFY2020–FY2024
Revenue
$271K
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$302K
FY2021$284K
FY2022$250K
FY2023$244K
FY2024$271K
Expenses
$273K
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$289K
FY2021$250K
FY2022$236K
FY2023$243K
FY2024$273K
Net assets
$223K
FY2024-0.07%
Tap a bar for its year
Net assets by fiscal year
FY2020$152K
FY2021$228K
FY2022$219K
FY2023$224K
FY2024$223K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $273K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Perry Bartol
Treasurer
$0Pt VII · Sec A
Joann Hosko
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott Sacry
Director
$0Pt VII · Sec A
Phil Connelly
President
$0Pt VII · Sec A
Peggy Riemer
Vice Preside
$0Pt VII · Sec A
Elena Lopez
Director
$0Pt VII · Sec A
See Bitter Root Valley Historical Society executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and interprets the Bitter Root Valley's historical and cultural heritage.

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Provided by the organization

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3 programs · $218K · in their own filed words · FY2024
01

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.

$199Kprogram expense
02

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.

$17Kprogram expense
03

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.

$2Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Humanties MontanaFY2023$7K
Total grants receivedfrom 1 funder$7K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$271K
Ln 12
Other incomeLn 4–11$106K
Fees for servicesLn 2g$86K
Gifts and grantsLn 1h$68K
Money outPt IX
$273K
Ln 25
Programscol B$273K
Owns and owesPt X
$223K
net assets · Ln 32
Cash and savingsLn 1–2$90K
Total assetsLn 16$286K
LiabilitiesLn 26$62K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$68K
Fees for servicesLn 2g$86K
Investment incomeLn 3$12K
Other incomeLn 4–11$106K
Gains on assetsLn 7$5K
Total revenueLn 12$271K
Assets in detailPt X, end of year
CashLn 1$60K
SavingsLn 2$30K
Cash and savings togetherLn 1–2$90K
InvestmentsLn 11–13$163K
Total assetsLn 16$286K
LiabilitiesLn 26$62K
Net assetsLn 32$223K
OperationsPt I, VI
EmployeesI 512
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$90K$90K
InvestmentsLn 11–13$154K$163K
Total assetsLn 16$277K$286K
LiabilitiesLn 26$53K$62K
Net assetsLn 32$224K$223K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$49K$49K
Other salaries and wagesLn 7$110K$110K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$14K$14K
Accounting feesLn 11c$17K$17K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$9K$9K
OccupancyLn 16$10K$10K
TravelLn 17$864$864
Conferences, conventions and meetingsLn 19$453$453
InterestLn 20$151$151
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$36K$36K
All other expensesLn 24e$12K$12K
Total functional expensesLn 25$273K$273K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $271K$273K−$2K$223K 990 PDF
FY2023 $244K$243K$1K$224K 990 PDF
FY2022 $250K$236K$14K$219K 990 PDF
FY2021 $284K$250K$34K$228K 990 PDF
FY2020 $302K$289K$13K$152K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $271,306 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $51,725$67,991
I-9 Program service revenuePrior year $77,608$85,905
I-10 Investment incomePrior year $9,997$11,720
I-11 Other revenuePrior year $105,146$105,690
I-12 Total revenuePrior year $244,476$271,306
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $162,502$175,875
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $80,842$97,156
I-18 Total expensesPrior year $243,344$273,031
I-19 Revenue less expensesPrior year $1,132−$1,725
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $271,306 across 8 lines filed
Lines not itemized here account for $16,282 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$67,991
VIII-1h Total contributions, gifts and grants$67,991
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $76,010$76,010
VIII-3 Investment incomeRelated to mission $7,112$7,112
VIII-7 Net gain or loss on sales of assetsRelated to mission $4,608$4,608
VIII-8 Net income from fundraising events$997
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $98,306$98,306
VIII-12 Total revenueRelated to mission $202,318$271,306
Part IX · Statement of functional expenses $273,031 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $48,980$48,980
IX-7 Other salaries and wagesPrograms $110,050$110,050
IX-9 Other employee benefitsPrograms $2,400$2,400
IX-10 Payroll taxesPrograms $14,445$14,445
IX-11c Accounting feesPrograms $17,436$17,436
IX-11f Investment management feesPrograms $1,914$1,914
IX-11g Other fees for servicesPrograms $2,610$2,610
IX-12 Advertising and promotionPrograms $4,404$4,404
IX-13 Office expensesPrograms $9,251$9,251
IX-16 OccupancyPrograms $9,924$9,924
IX-17 TravelPrograms $864$864
IX-19 Conferences, conventions and meetingsPrograms $453$453
IX-20 InterestPrograms $151$151
IX-23 InsurancePrograms $2,339$2,339
IX-24 Other expenses (24a–d)Programs $36,052$36,052
IX-24e All other expensesPrograms $11,758$11,758
IX-25 Total functional expensesPrograms $273,031 · Management $0 · Fundraising $0$273,031
Part X · Balance sheet $285,757 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $43,478$59,905
X-2 Savings and temporary cash investmentsStart of year $46,749$30,000
X-3 Pledges and grants receivable$1,255
X-8 Inventories for sale or useStart of year $29,927$29,941
X-9 Prepaid expenses and deferred chargesStart of year $2,679$2,053
X-11 Publicly traded securitiesStart of year $153,976$162,603
X-16 Total assetsStart of year $276,809$285,757
X-17 Accounts payable and accrued expensesStart of year $47,753$57,737
X-25 Other liabilitiesStart of year $5,539$4,661
X-26 Total liabilitiesStart of year $53,292$62,398
X-27 Net assets without donor restrictionsStart of year $67,640$133,313
X-28 Net assets with donor restrictionsStart of year $155,877$90,046
X-32 Total net assets or fund balancesStart of year $223,517$223,359
X-33 Total liabilities and net assetsStart of year $276,809$285,757
Part XI · Reconciliation of net assets $223,359 net assets at year end
XI-1 Total revenue$271,306
XI-2 Total expenses$273,031
XI-3 Revenue less expenses−$1,725
XI-4 Net assets at start of year$223,517
XI-5 Net unrealized gains (losses) on investments$1,567
XI-10 Net assets at end of year$223,359

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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