{"success":true,"data":{"_id":236002325,"filings":[{"Organization":{"value":null,"Person":["ELLA ADERMAN","CHARLES J KELLY","EDWARD R ZIEGLER","ROBERT A COHEN","KENNETH E OLIN","JOAN HAUGER","PAULA GIDJUNIS","ALEXANDER J HALL","CHARLES CHRISTINE","ROBERT C MCGRORY","BETH PILLING","EILEEN SANTORI","DOUGLAS E SEILER","DONNA MARIE PETERS","JANICE BOYER","CHRIS SPERRING","HON WILLIAM T NICHOLAS","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,58139],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,58139],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2016,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"ELLA ADERMAN","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":164,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":17,"Number of employees total":5,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":5,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":241371,"Contributions":{"value":83701,"Other contributions":67121,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":16580,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7555,"Total revenue":{"value":7555,"VISITOR FEES AND REGIS":4461,"RESERACH & RELATED SER":1346,"COLLECTIONS":1153,"PHOTOCOPY/REPRODUCTION":595},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":140376,"Investment income total":78062,"Net investment gain":62314,"Income from invest bond proceeds":0},"Other revenues":{"value":9739,"Other total":0,"Royalties revenue":0,"Net rental income":8750,"Net income from fundraising events":133,"Net income from gaming":0,"Net income":856,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":231847,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":115335,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":115335,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":116512,"Management services":0,"Legal":0,"Accounting":10026,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":7862,"Information technology":0,"Royalties":0,"Occupancy":10597,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":35738,"Insurance":12496,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":39793,"REPAIRS & MAINTENANCE":20925,"PROGRAM EXHIBIT SUPPLIE":12895,"MISC. EXPENSES":3993,"SECURITY":1980},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":156549,"Management And General Expenses":65196,"Fundraising Expenses":10102}},"Assets":{"value":3122860,"Non-interest bearing cash":0,"Savings and temp cash investments":301826,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":628016,"Investments publicly traded":2191368,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1650},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3122260,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2363549,"Temporarily restricted net assets":436134,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.6752254719707393,"percentile":0.5236766210435582},"Fundraising Efficiency":{"score":8.285587012472778,"percentile":0.3415812449536625},"Operating Margin":{"score":0.03945792990872971,"percentile":0.5008004395641125},"Liabilities to Assets Ratio":{"score":0.00019213157170030036,"percentile":0.5833972433480327},"Operating Reserve Ratio":{"score":13.469486342286077,"percentile":0.9180018669192538},"Officer Compensation Ratio":{"score":0.25076451280370243,"percentile":0.24011561150977243},"Program Expense Growth":{"score":-0.00871808622645997,"percentile":0.29209615073166173},"Revenue Growth":{"score":-0.010689648000110932,"percentile":0.3275870130081014},"Asset Growth":{"score":0.025234468039214208,"percentile":0.42595898259153026},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5235213539870549,"percentile":0.3828190760587739}},"source_xml":"201743179349306799_public.xml"},{"Organization":{"value":null,"Person":["ELLA ADERMAN","CHARLES J KELLY","EDWARD R ZIEGLER","ROBERT A COHEN","KENNETH E OLIN","JOAN HAUGER","PAULA GIDJUNIS","ALEXANDER J HALL","CHARLES CHRISTINE","ROBERT C MCGRORY","BETH PILLING","EILEEN SANTORI","DOUGLAS E SEILER","DONNA MARIE PETERS","JANICE BOYER","CHRIS SPERRING","HON WILLIAM T NICHOLAS","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,61200],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,61200],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2017,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"EDWARD R ZIEGLER","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":137,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":17,"Number of employees total":5,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":5,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":369931,"Contributions":{"value":146251,"Other contributions":128825,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":17426,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":4298,"Total revenue":{"value":4298,"VISITOR FEES AND REGIS":2813,"RESERACH & RELATED SER":1125,"PHOTOCOPY/REPRODUCTION":360},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":209613,"Investment income total":76423,"Net investment gain":133190,"Income from invest bond proceeds":0},"Other revenues":{"value":9769,"Other total":0,"Royalties revenue":0,"Net rental income":8800,"Net income from fundraising events":-275,"Net income from gaming":0,"Net income":1244,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":276886,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":121326,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":121326,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":155560,"Management services":0,"Legal":0,"Accounting":16814,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6806,"Information technology":6434,"Royalties":0,"Occupancy":10547,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":37182,"Insurance":12747,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":65030,"REPAIRS & MAINTENANCE":32528,"PROGRAM EXHIBIT SUPPLIE":27786,"SECURITY":2601,"MISC. EXPENSES":2115},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":182953,"Management And General Expenses":81355,"Fundraising Expenses":12578}},"Assets":{"value":3215905,"Non-interest bearing cash":0,"Savings and temp cash investments":31451,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":607217,"Investments publicly traded":2575887,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1350},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3215305,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2413428,"Temporarily restricted net assets":479300,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.6607520784727289,"percentile":0.5169946750662596},"Fundraising Efficiency":{"score":11.627524248688186,"percentile":0.4451404909960378},"Operating Margin":{"score":0.25151987803130854,"percentile":0.8019943835739},"Liabilities to Assets Ratio":{"score":0.00018657267549880983,"percentile":0.5835275214549197},"Operating Reserve Ratio":{"score":11.614545336347811,"percentile":0.9057502851002747},"Officer Compensation Ratio":{"score":0.22102959340667278,"percentile":0.28060698972966186},"Program Expense Growth":{"score":0.01699954451208229,"percentile":0.3919880959827798},"Revenue Growth":{"score":0.048402836339533864,"percentile":0.59957260255257},"Asset Growth":{"score":0.02320137062024704,"percentile":0.4173894612774884},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6101239530467931,"percentile":0.6348393713041581}},"source_xml":"201812579349301006_public.xml"},{"Organization":{"value":null,"Person":["ELLA ADERMAN","CHARLES J KELLY","EDWARD T ADDISON JR","HON WILLIAM T NICHOLAS","DANIEL BLISS","KENNETH E OLIN","RUDOLPH CUSUMANO","ROBERT A COHEN","PAULA GIDJUNIS","ALEXANDER J HALL","CHARLES CHRISTINE","ROBERT C MCGRORY","BETH PILLING","EILEEN SANTORI","DOUGLAS E SEILER","EDWARD R ZIEGLER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","THIRD VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2014,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DANIEL BLISS","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":13,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":5,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":5,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":477131,"Contributions":{"value":66054,"Other contributions":51734,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":14320,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6560,"Total revenue":{"value":6560,"VISITOR FEES AND REGISTRATION":3862,"RESERACH & RELATED SERVICES":1246,"PHOTOCOPY/REPRODUCTION":1052,"MISC. OTHER PROGRAM RELATED ACTIV":400},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":389304,"Investment income total":75849,"Net investment gain":313455,"Income from invest bond proceeds":0},"Other revenues":{"value":15213,"Other total":5600,"Royalties revenue":0,"Net rental income":8030,"Net income from fundraising events":208,"Net income from gaming":0,"Net income":1375,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":256822,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":109837,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":100331,"Pension plan contributions":1835,"Other employee benefits":0,"Payroll taxes":7671},"Other expenses":{"value":146985,"Management services":0,"Legal":4920,"Accounting":21449,"Lobbying services":0,"Investment management fees":0,"Other services":1896,"Advertising":0,"Office expenses":7423,"Information technology":5807,"Royalties":0,"Occupancy":15197,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":37328,"Insurance":12628,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":40337,"REPAIRS & MAINTENANCE":27466,"PROGRAM EXHIBIT SUPPLIE":6024,"BULLETIN":4819,"MISC. EXPENSES":2028},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":188206,"Management And General Expenses":61112,"Fundraising Expenses":7504}},"Assets":{"value":3093427,"Non-interest bearing cash":193,"Savings and temp cash investments":56076,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":680240,"Investments publicly traded":2343754,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":13164},"Liabilities":{"value":2572,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2572},"Fund balance":{"value":3090855,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2403502,"Temporarily restricted net assets":364776,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.7328266270023596,"percentile":0.559127709795139},"Fundraising Efficiency":{"score":8.802505330490405,"percentile":0.36003271898824596},"Operating Margin":{"score":0.46173692340258754,"percentile":0.9069358317509664},"Liabilities to Assets Ratio":{"score":0.0008314403410844995,"percentile":0.5716199795815696},"Operating Reserve Ratio":{"score":12.045023401421997,"percentile":0.9088149993765484},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7019181528084704,"percentile":0.8519643395315919}},"source_xml":"201532059349300703_public.xml"},{"Organization":{"value":null,"Person":["ELLA ADERMAN","CHARLES J KELLY","EDWARD T ADDISON JR","HON WILLIAM T NICHOLAS","DANIEL BLISS","KENNETH E OLIN","RUDOLPH CUSUMANO THRU MAR 2015","ROBERT A COHEN","PAULA GIDJUNIS","ALEXANDER J HALL","CHARLES CHRISTINE","ROBERT C MCGRORY","BETH PILLING","EILEEN SANTORI","DOUGLAS E SEILER","EDWARD R ZIEGLER","JANICE BOYER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","THIRD VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2015,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"ELLA ADERMAN","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":172,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":8,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":8,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":257067,"Contributions":{"value":47270,"Other contributions":32600,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":14670,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6857,"Total revenue":{"value":6857,"COLLECTIONS":2700,"VISITOR FEES AND REGIS":2438,"RESERACH & RELATED SER":840,"PHOTOCOPY/REPRODUCTION":729,"MISC. OTHER PROGRAM RE":150},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":193796,"Investment income total":71283,"Net investment gain":122513,"Income from invest bond proceeds":0},"Other revenues":{"value":9144,"Other total":0,"Royalties revenue":0,"Net rental income":8200,"Net income from fundraising events":-366,"Net income from gaming":0,"Net income":1310,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":235186,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":121078,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":121078,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":114108,"Management services":0,"Legal":0,"Accounting":6370,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6873,"Information technology":0,"Royalties":0,"Occupancy":13006,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":39324,"Insurance":11355,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":37180,"REPAIRS & MAINTENANCE":21061,"PROGRAM EXHIBIT SUPPLIE":12728,"MISC. EXPENSES":1906,"SECURITY":1485},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":162551,"Management And General Expenses":63226,"Fundraising Expenses":9409}},"Assets":{"value":3113336,"Non-interest bearing cash":0,"Savings and temp cash investments":50931,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":663754,"Investments publicly traded":2398409,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":242},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3112736,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2395234,"Temporarily restricted net assets":394925,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.6911593377156804,"percentile":0.5318491053950198},"Fundraising Efficiency":{"score":5.023913274524392,"percentile":0.2056217519827726},"Operating Margin":{"score":0.08511788755460639,"percentile":0.5966310410768668},"Liabilities to Assets Ratio":{"score":0.0001927193210112882,"percentile":0.5833847481207998},"Operating Reserve Ratio":{"score":13.237760751065114,"percentile":0.9166284545736187},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.029067619898719095,"percentile":0.44479010729211027},"Revenue Growth":{"score":0.12948921251998646,"percentile":0.8196982460914523},"Asset Growth":{"score":0.03972226480827026,"percentile":0.4861474918744307},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6020165892815478,"percentile":0.6113877676969944}},"source_xml":"201603209349303640_public.xml"},{"Organization":{"value":null,"Person":["KENNETH E OLIN","BARBARA MAKAR","ANDREW OREO","CHRISTOPHER SPERRING","JANICE MBOYER","CRAIG BIRD","JOAN D HAUGER","NANCY L HUBER","KENNENTH DYER","DONNA MARIE PETERS","MARK SAILOR","GEORGE DETWEILER","KRISTY J REYNOLDS","DOUGLAS SEILER","BARRY RAUHAUSER","DAVID YOUNG"],"Title":["PRESIDENT","TRUSTEE","TRUSTEE","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,53689,3077],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,53689,3077],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2024,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KENNETH OLIN","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":38,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":436947,"Contributions":{"value":73605,"Other contributions":57211,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":12394,"Campaigns":0,"Grant revenue":4000,"Related organizations":0},"Program revenue":{"value":5345,"Total revenue":{"value":5345,"COLLECTIONS DE-ACCESSI":2638,"VISITOR FEES AND REGIS":1975,"PHOTOCOPY/REPRODUCTION":661,"RESEARCH & RELATED SER":71},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":341791,"Investment income total":81120,"Net investment gain":260671,"Income from invest bond proceeds":0},"Other revenues":{"value":16206,"Other total":3858,"Royalties revenue":0,"Net rental income":10700,"Net income from fundraising events":950,"Net income from gaming":0,"Net income":698,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":313903,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":140049,"Current officers":56765,"Disqualified persons":78272,"Other salaries and wages":5012,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":173854,"Management services":0,"Legal":0,"Accounting":19070,"Lobbying services":0,"Investment management fees":0,"Other services":10987,"Advertising":0,"Office expenses":8881,"Information technology":8797,"Royalties":0,"Occupancy":17742,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":24240,"Insurance":16413,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":67724,"REPAIRS & MAINTENANCE":48155,"PROGRAM EXHIBIT SUPPLIE":10906,"MISC. EXPENSES":6305,"SECURITY":2358},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":220162,"Management And General Expenses":82449,"Fundraising Expenses":11292}},"Assets":{"value":4529468,"Non-interest bearing cash":74694,"Savings and temp cash investments":37584,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":1332210,"Investments publicly traded":3083942,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1038},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":4528868,"Net assets without donor restriction":3684339,"Net assets with donor restriction":844529,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7013695313520418,"percentile":0.5378706709738748},"Fundraising Efficiency":{"score":6.518331562167907,"percentile":0.2717423341273064},"Operating Margin":{"score":0.2815993701753302,"percentile":0.823546231575369},"Liabilities to Assets Ratio":{"score":0.00013246588782611998,"percentile":0.5848602091332327},"Operating Reserve Ratio":{"score":14.42951485012886,"percentile":0.9233079755930318},"Officer Compensation Ratio":{"score":0.18083930386138394,"percentile":0.3479739415017091},"Program Expense Growth":{"score":0.029547009288658645,"percentile":0.4469242100049614},"Revenue Growth":{"score":0.02140859136579793,"percentile":0.4718531092142421},"Asset Growth":{"score":0.029078715209314054,"percentile":0.44216161871601845},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6020634398412783,"percentile":0.611522157402743}},"source_xml":"202543219349307419_public.xml"},{"Organization":{"value":null,"Person":["ELLA ADERMAN","CHARLES J KELLY","EDWARD T ADDISON JR","HON WILLIAM T NICHOLAS","DANIEL BLISS","KENNETH E OLIN","RUDOLPH CUSUMANO","ROBERT A COHEN","B GRAEME FRASIER III","PAULA GIDJUNIS","ALEXANDER J HALL","CHARLES CHRISTINE","ROBERT C MCGRORY","BETH PILLING","EILEEN SANTORI","DOUGLAS E SEILER","EDWARD R ZIEGLER","BETH MACCAUSLAND"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","THIRD VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programmings, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2013,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DANIEL BLISS","year_formation":1883,"state_legal_domicile":"PA","total_volunteers":15,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":6,"Total Gross UBI":438,"Net unrelated business taxable income":0,"Number of employees":6,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":178295,"Contributions":{"value":36702,"Other contributions":18357,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":18345,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7062,"Total revenue":{"value":7062,"VISITOR FEES & REGISTR":5067,"RESEARCH & RELATED SER":913,"PHOTOCOPY/REPRODUCTION":895,"MISC. OTHER PROGRAM RE":187},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":121717,"Investment income total":73551,"Net investment gain":48166,"Income from invest bond proceeds":0},"Other revenues":{"value":12814,"Other total":4364,"Royalties revenue":0,"Net rental income":7150,"Net income from fundraising events":438,"Net income from gaming":0,"Net income":862,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":205830,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":99371,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":90705,"Pension plan contributions":1715,"Other employee benefits":0,"Payroll taxes":6951},"Other expenses":{"value":106459,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":9811,"Advertising":0,"Office expenses":8399,"Information technology":3078,"Royalties":0,"Occupancy":14085,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25638,"Insurance":10167,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":35281,"REPAIRS & MAINTENANCE -":22600,"BULLETIN":5694,"MISCELLANEOUS EXPENSES":3902,"PROGRAM EXHIBIT SUPPLIE":3085},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":152793,"Management And General Expenses":50298,"Fundraising Expenses":2739}},"Assets":{"value":2872893,"Non-interest bearing cash":60,"Savings and temp cash investments":69398,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":617069,"Investments publicly traded":2172438,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":13928},"Liabilities":{"value":2347,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2347},"Fund balance":{"value":2870546,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2216515,"Temporarily restricted net assets":331454,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.7423261915172715,"percentile":0.566554622864186},"Fundraising Efficiency":{"score":13.399780941949617,"percentile":0.48774430033880667},"Operating Margin":{"score":-0.15443506548136515,"percentile":0.17801266396273324},"Liabilities to Assets Ratio":{"score":0.0008169465413435168,"percentile":0.5718354710413891},"Operating Reserve Ratio":{"score":13.957600932808628,"percentile":0.9207660714606896},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5712205686574716,"percentile":0.5205231279284007}},"source_xml":"201402239349301655_public.xml"},{"Organization":{"value":null,"Person":["CHARLES J KELLY","CHRISTOPHER SPERRING","KENNETH E OLIN","ROBERT A COHEN","JANICE BOYER","FAITH BONES","JOAN HAUGER","NANCY HUBER","KENNENTH DYER","DONNA MARIE PETERS","DOUGLAS E SEILER","GEORGE DETWILER","KRISTY REYNOLDS","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,73017],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,71585],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,1432]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2022,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES J KELLY","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":22,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":340796,"Contributions":{"value":53476,"Other contributions":38311,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":11165,"Campaigns":0,"Grant revenue":4000,"Related organizations":0},"Program revenue":{"value":5687,"Total revenue":{"value":5687,"COLLECTIONS DE-ACCESSI":3686,"VISITOR FEES AND REGIS":1555,"PHOTOCOPY/REPRODUCTION":321,"RESEARCH & RELATED SER":125},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":269230,"Investment income total":69035,"Net investment gain":200195,"Income from invest bond proceeds":0},"Other revenues":{"value":12403,"Other total":1000,"Royalties revenue":0,"Net rental income":10200,"Net income from fundraising events":850,"Net income from gaming":0,"Net income":353,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":309335,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":142852,"Current officers":0,"Disqualified persons":73017,"Other salaries and wages":63929,"Pension plan contributions":5906,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":166483,"Management services":0,"Legal":0,"Accounting":13094,"Lobbying services":0,"Investment management fees":0,"Other services":7220,"Advertising":0,"Office expenses":7784,"Information technology":2433,"Royalties":0,"Occupancy":16438,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25814,"Insurance":15394,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":78306,"REPAIRS & MAINTENANCE":60064,"PROGRAM EXHIBIT SUPPLIE":14926,"SECURITY":2360,"MISC. EXPENSES":956},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":211844,"Management And General Expenses":82848,"Fundraising Expenses":14643}},"Assets":{"value":3547005,"Non-interest bearing cash":36972,"Savings and temp cash investments":1254,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":494523,"Investments publicly traded":3013093,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1163},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3546405,"Net assets without donor restriction":2730105,"Net assets with donor restriction":816300,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6848368273877835,"percentile":0.5284841661766009},"Fundraising Efficiency":{"score":3.6519838830840676,"percentile":0.1430716486318605},"Operating Margin":{"score":0.09231622436883062,"percentile":0.6097233994724334},"Liabilities to Assets Ratio":{"score":0.00016915679566281976,"percentile":0.5839451897881629},"Operating Reserve Ratio":{"score":11.466549210402961,"percentile":0.9046163509226174},"Officer Compensation Ratio":{"score":0.23604506441236847,"percentile":0.25911932668700643},"Program Expense Growth":{"score":0.028454242843893324,"percentile":0.44213115498615685},"Revenue Growth":{"score":0.013720718185767323,"percentile":0.43305585815309766},"Asset Growth":{"score":0.018857140150613964,"percentile":0.3990487904235333},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5436145303340694,"percentile":0.43874739194977663}},"source_xml":"202333179349305193_public.xml"},{"Organization":{"value":null,"Person":["CHARLES J KELLY","CHRISTOPHER SPERRING","KENNETH E OLIN","ROBERT A COHEN","JANICE BOYER","CRAIG BIRD","JOAN HAUGER","NANCY HUBER","KENNENTH DYER","DONNA MARIE PETERS","MARK SAILOR","GEORGE DETWILER","KRISTY REYNOLDS","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,73017],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,71585],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,1432]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2023,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KENNETH OLIN","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":22,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":287660,"Contributions":{"value":61399,"Other contributions":45255,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":12144,"Campaigns":0,"Grant revenue":4000,"Related organizations":0},"Program revenue":{"value":2426,"Total revenue":{"value":2426,"VISITOR FEES AND REGIS":1840,"PHOTOCOPY/REPRODUCTION":397,"RESEARCH & RELATED SER":189},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":206867,"Investment income total":75197,"Net investment gain":131670,"Income from invest bond proceeds":0},"Other revenues":{"value":16968,"Other total":4615,"Royalties revenue":0,"Net rental income":10780,"Net income from fundraising events":1150,"Net income from gaming":0,"Net income":423,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":315981,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":151981,"Current officers":73017,"Disqualified persons":72732,"Other salaries and wages":6232,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":164000,"Management services":0,"Legal":0,"Accounting":14250,"Lobbying services":0,"Investment management fees":0,"Other services":8688,"Advertising":0,"Office expenses":8834,"Information technology":2904,"Royalties":0,"Occupancy":18484,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25814,"Insurance":13208,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":71818,"REPAIRS & MAINTENANCE":57416,"PROGRAM EXHIBIT SUPPLIE":8153,"MISC. EXPENSES":3975,"SECURITY":2274},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":217284,"Management And General Expenses":85203,"Fundraising Expenses":13494}},"Assets":{"value":3518684,"Non-interest bearing cash":21639,"Savings and temp cash investments":1265,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":468709,"Investments publicly traded":3025949,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1122},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3518084,"Net assets without donor restriction":2701252,"Net assets with donor restriction":816832,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6876489409173336,"percentile":0.5299604053716578},"Fundraising Efficiency":{"score":4.55009633911368,"percentile":0.1838302145647501},"Operating Margin":{"score":-0.09845303483278871,"percentile":0.22473591608499355},"Liabilities to Assets Ratio":{"score":0.00017051829604477128,"percentile":0.5839132347808133},"Operating Reserve Ratio":{"score":11.135745503685348,"percentile":0.9020307950735804},"Officer Compensation Ratio":{"score":0.2310803497678658,"percentile":0.2660266162388458},"Program Expense Growth":{"score":0.02974899909290793,"percentile":0.4477913900673607},"Revenue Growth":{"score":0.005895203675909364,"percentile":0.39603667678187027},"Asset Growth":{"score":0.01805310043680091,"percentile":0.39565950353072915},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.48796083780656113,"percentile":0.29278137294683226}},"source_xml":"202443199349310874_public.xml"},{"Organization":{"value":null,"Person":["CHARLES J KELLY","CHRISTOPHER SPERRING","KENNETH E OLIN","ROBERT A COHEN","JANICE BOYER","FAITH BONES","PAULA GIDJUNIS","JOAN HAUGER","NANCY HUBER","HOLLY CAIRNS","KENNENTH DYER","DONNA MARIE PETERS","EILEEN SANTORI","DOUGLAS E SEILER","BRANDON SMESTAD","GEORGE DETWILER","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,70890],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,69500],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1390]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2020,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES J KELLY","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":11,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":311095,"Contributions":{"value":64772,"Other contributions":51462,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":13310,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2258,"Total revenue":{"value":2258,"COLLECTIONS DE-ACCESSI":1176,"VISITOR FEES AND REGIS":660,"RESEARCH & RELATED SER":285,"ROYALTIES":87,"PHOTOCOPY/REPRODUCTION":50},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":236682,"Investment income total":71412,"Net investment gain":165270,"Income from invest bond proceeds":0},"Other revenues":{"value":7383,"Other total":0,"Royalties revenue":0,"Net rental income":6750,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":633,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":282654,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":153152,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":153152,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":129502,"Management services":0,"Legal":0,"Accounting":16229,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6121,"Information technology":2232,"Royalties":0,"Occupancy":12394,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":26846,"Insurance":14229,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":51451,"REPAIRS & MAINTENANCE":41506,"PROGRAM EXHIBIT SUPPLIE":4914,"MISC. EXPENSES":3195,"SECURITY":1836},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":195175,"Management And General Expenses":71857,"Fundraising Expenses":15622}},"Assets":{"value":3318908,"Non-interest bearing cash":0,"Savings and temp cash investments":42362,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":539204,"Investments publicly traded":2736136,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1206},"Liabilities":{"value":26835,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":26835},"Fund balance":{"value":3292073,"Net assets without donor restriction":2505925,"Net assets with donor restriction":786148,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6905085369391553,"percentile":0.5314882021702528},"Fundraising Efficiency":{"score":4.146204071181667,"percentile":0.16543442425429414},"Operating Margin":{"score":0.09142223436570822,"percentile":0.6080893003190141},"Liabilities to Assets Ratio":{"score":0.008085490769855628,"percentile":0.508822244945783},"Operating Reserve Ratio":{"score":11.741945983428502,"percentile":0.9066853614574338},"Officer Compensation Ratio":{"score":0.2508013330786049,"percentile":0.24006872613913136},"Program Expense Growth":{"score":0.024505385531656553,"percentile":0.42479912185165225},"Revenue Growth":{"score":0.008943765709552546,"percentile":0.4100000251970197},"Asset Growth":{"score":0.017004375368684103,"percentile":0.3911978349384481},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5377812575547499,"percentile":0.42210846649146677}},"source_xml":"202143009349300144_public.xml"},{"Organization":{"value":null,"Person":["EDWARD R ZIEGLER","CHARLES J KELLY","CHRISTOPHER SPERRING","ROBERT A COHEN","JANICE BOYER","CHARLES CHRISTINE","PAULA GIDJUNIS","JOAN HAUGER","NANCY HUBER","ROBERT C MCGRORY","WILLIAM NICHOLAS","DONNA MARIE PETERS","EILEEN SANTORI","DOUGLAS E SEILER","BRANDON SMESTAD","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,61200],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,61200],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2018,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"EDWARD R ZIEGLER","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":68,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":339786,"Contributions":{"value":57927,"Other contributions":36037,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":21890,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6714,"Total revenue":{"value":6714,"VISITOR FEES AND REGIS":3540,"COLLECTIONS DE-ACCESSI":2086,"RESEARCH & RELATED SER":640,"PHOTOCOPY/REPRODUCTION":448},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":264718,"Investment income total":89472,"Net investment gain":175246,"Income from invest bond proceeds":0},"Other revenues":{"value":10427,"Other total":0,"Royalties revenue":0,"Net rental income":8400,"Net income from fundraising events":1350,"Net income from gaming":0,"Net income":677,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":295272,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":127234,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":127234,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":168038,"Management services":0,"Legal":0,"Accounting":24067,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":7582,"Information technology":1320,"Royalties":0,"Occupancy":11824,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":49314,"Insurance":11662,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":62269,"REPAIRS & MAINTENANCE":40220,"PROGRAM EXHIBIT SUPPLIE":15717,"MISC. EXPENSES":4403,"SECURITY":1929},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":202618,"Management And General Expenses":77990,"Fundraising Expenses":14664}},"Assets":{"value":3260419,"Non-interest bearing cash":0,"Savings and temp cash investments":47729,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":569710,"Investments publicly traded":2641469,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1511},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3259819,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2419908,"Temporarily restricted net assets":517334,"Permanently restricted net assets":322577},"Ratings":{"Program Expense Ratio":{"score":0.6862079709555935,"percentile":0.5292017432914696},"Fundraising Efficiency":{"score":3.9502864157119477,"percentile":0.15653174884336266},"Operating Margin":{"score":0.13100598612067596,"percentile":0.6723303073219178},"Liabilities to Assets Ratio":{"score":0.00018402542740672288,"percentile":0.58358590079527},"Operating Reserve Ratio":{"score":11.042086618439948,"percentile":0.901305489466093},"Officer Compensation Ratio":{"score":0.20726652036088758,"percentile":0.302123956128968},"Program Expense Growth":{"score":0.03727436544443822,"percentile":0.48027208202906424},"Revenue Growth":{"score":0.04324936008377726,"percentile":0.5770299488976444},"Asset Growth":{"score":0.02124256721968357,"percentile":0.4091140388922704},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5723329771482779,"percentile":0.5238274748154291}},"source_xml":"201943199349318694_public.xml"},{"Organization":{"value":null,"Person":["EDWARD R ZIEGLER","CHARLES J KELLY","CHRISTOPHER SPERRING","ROBERT A COHEN","JANICE BOYER","FAITH BONES","PAULA GIDJUNIS","JOAN HAUGER","NANCY HUBER","HOLLY CAIRNS","KENNENTH DYER","DONNA MARIE PETERS","EILEEN SANTORI","DOUGLAS E SEILER","BRANDON SMESTAD","BARRY RAUHAUSER"],"Title":["PRESIDENT","FIRST VICE PRESIDENT","SECOND VICE PRESIDENT","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,70667],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,70667],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2019,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES J KELLY","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":104,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":261626,"Contributions":{"value":46542,"Other contributions":34712,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":11830,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":12802,"Total revenue":{"value":12802,"COLLECTIONS DE-ACCESSI":6464,"VISITOR FEES AND REGIS":5265,"RESEARCH & RELATED SER":600,"PHOTOCOPY/REPRODUCTION":473},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":192682,"Investment income total":89279,"Net investment gain":103403,"Income from invest bond proceeds":0},"Other revenues":{"value":9600,"Other total":0,"Royalties revenue":0,"Net rental income":6800,"Net income from fundraising events":1845,"Net income from gaming":0,"Net income":955,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":257813,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":139119,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":139119,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":118694,"Management services":0,"Legal":0,"Accounting":18919,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":7755,"Information technology":1357,"Royalties":0,"Occupancy":11767,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":11535,"Insurance":11352,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":56009,"REPAIRS & MAINTENANCE":40023,"PROGRAM EXHIBIT SUPPLIE":11518,"MISC. EXPENSES":2363,"SECURITY":2105},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":172271,"Management And General Expenses":70837,"Fundraising Expenses":14705}},"Assets":{"value":3264232,"Non-interest bearing cash":0,"Savings and temp cash investments":28900,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":566050,"Investments publicly traded":2668034,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1248},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":3263632,"Net assets without donor restriction":2412998,"Net assets with donor restriction":850634,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.668201370760978,"percentile":0.5203378634206859},"Fundraising Efficiency":{"score":3.1650459027541653,"percentile":0.12183598839090358},"Operating Margin":{"score":0.01457423956334615,"percentile":0.43773293504629096},"Liabilities to Assets Ratio":{"score":0.00018381046445228158,"percentile":0.583591431469619},"Operating Reserve Ratio":{"score":12.66123896002141,"percentile":0.9129948533413469},"Officer Compensation Ratio":{"score":0.27410177143898873,"percentile":0.2130534732536054},"Program Expense Growth":{"score":0.022098771615373818,"percentile":0.41431498344902873},"Revenue Growth":{"score":0.010371577921585991,"percentile":0.4167634652173341},"Asset Growth":{"score":0.01834941342761852,"percentile":0.3968967376326354},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5075611522622939,"percentile":0.3403409298847708}},"source_xml":"202002549349300335_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["KENNETH E OLIN","BARBARA MAKAR","ANDREW OREO","CHRISTOPHER SPERRING","JANICE MBOYER","CRAIG BIRD","JOAN D HAUGER","NANCY L HUBER","KENNENTH DYER","DONNA MARIE PETERS","MARK SAILOR","GEORGE DETWEILER","KRISTY J REYNOLDS","DOUGLAS SEILER","BARRY RAUHAUSER","DAVID YOUNG"],"Title":["PRESIDENT","TRUSTEE","TRUSTEE","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[5.0,5.0,5.0,5.0,5.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,3.0,35.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,53689,3077],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,53689,3077],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To study and preserve the history of montgomery county, pa, and the genealogy of its people; to promote and educate individuals about the history of montgomery county through programming, publications, exhibitions and community outreach. the society also owns and maintains the historic montgomery cemetery.","year":2024,"name":"HISTORICAL SOCIETY OF MONTGOMERY COUNTY","phone":6102720297,"website":"WWW.HSMCPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KENNETH OLIN","year_formation":1881,"state_legal_domicile":"PA","total_volunteers":38,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1654 DEKALB STREET, NORRISTOWN, PA, 194015415, USA","city":"NORRISTOWN","state":"PA","country":"USA","zip_code":194015415},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":436947,"Contributions":{"value":73605,"Other contributions":57211,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":12394,"Campaigns":0,"Grant revenue":4000,"Related organizations":0},"Program revenue":{"value":5345,"Total revenue":{"value":5345,"COLLECTIONS DE-ACCESSI":2638,"VISITOR FEES AND REGIS":1975,"PHOTOCOPY/REPRODUCTION":661,"RESEARCH & RELATED SER":71},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":341791,"Investment income total":81120,"Net investment gain":260671,"Income from invest bond proceeds":0},"Other revenues":{"value":16206,"Other total":3858,"Royalties revenue":0,"Net rental income":10700,"Net income from fundraising events":950,"Net income from gaming":0,"Net income":698,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":313903,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":140049,"Current officers":56765,"Disqualified persons":78272,"Other salaries and wages":5012,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":173854,"Management services":0,"Legal":0,"Accounting":19070,"Lobbying services":0,"Investment management fees":0,"Other services":10987,"Advertising":0,"Office expenses":8881,"Information technology":8797,"Royalties":0,"Occupancy":17742,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":24240,"Insurance":16413,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":67724,"REPAIRS & MAINTENANCE":48155,"PROGRAM EXHIBIT SUPPLIE":10906,"MISC. EXPENSES":6305,"SECURITY":2358},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":220162,"Management And General Expenses":82449,"Fundraising Expenses":11292}},"Assets":{"value":4529468,"Non-interest bearing cash":74694,"Savings and temp cash investments":37584,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":1332210,"Investments publicly traded":3083942,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1038},"Liabilities":{"value":600,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600},"Fund balance":{"value":4528868,"Net assets without donor restriction":3684339,"Net assets with donor restriction":844529,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7013695313520418,"percentile":0.5378706709738748},"Fundraising Efficiency":{"score":6.518331562167907,"percentile":0.2717423341273064},"Operating Margin":{"score":0.2815993701753302,"percentile":0.823546231575369},"Liabilities to Assets Ratio":{"score":0.00013246588782611998,"percentile":0.5848602091332327},"Operating Reserve Ratio":{"score":14.42951485012886,"percentile":0.9233079755930318},"Officer Compensation Ratio":{"score":0.18083930386138394,"percentile":0.3479739415017091},"Program Expense Growth":{"score":0.029547009288658645,"percentile":0.4469242100049614},"Revenue Growth":{"score":0.02140859136579793,"percentile":0.4718531092142421},"Asset Growth":{"score":0.029078715209314054,"percentile":0.44216161871601845},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6020634398412783,"percentile":0.611522157402743}},"source_xml":"202543219349307419_public.xml"},"sector":"Arts, Culture, and Humanities","donation_categories":[],"zakat_policy":null},"error":null}