Bitter Root Valley Historical Society in Hamilton, Montana (MT)
Table of contents:
| Bitter Root Valley Historical Society | |
| Employer Identification Number (EIN) | 810370013 |
| Name of Organization | Bitter Root Valley Historical Society |
| In Care of Name | A Simmerman |
| Address | 205 Bedford, Hamilton, MT 59840-2853 |
| Activities | Museum, zoo, planetarium, etc., Historical site, records or reenactment, Other cultural or historical activities |
| Subsection | Educational Organization |
| Ruling Date | 08/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $329,202 |
| Amount of Income | $163,773 |
| Form 990 Revenue Amount | $128,672 |
Non-representatives - add comments:
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $111,056 | $132,067 | $128,672 |
| Contributions, gifts, grants, and similar amounts received | $56,205 | $65,551 | $59,932 |
| Program service revenue including government fees and contracts | $2,877 | $6,772 | $4,434 |
| Membership dues and assessments | $7,705 | $9,230 | $11,635 |
| Investment income | $15,187 | $14,241 | $12,170 |
| Gain/Loss from sale of assets other than inventory | $-6,254 | $619 | $4,308 |
| Gross amount from sale of assets other than inventory | $23,617 | $619 | $10,397 |
| Less: cost or other basis and sales expenses | $29,871 | $0 | $6,089 |
| Net income/loss from gaming and fundraising events | $30,545 | $31,296 | $34,213 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $47,476 | $53,244 | $57,290 |
| Less: direct expenses from gaming and fundraising events | $16,931 | $21,948 | $23,077 |
| Gross profit/loss from sales of inventory | $4,791 | $4,358 | $1,980 |
| Gross sales of inventory, less returns and allowances | $6,829 | $6,770 | $7,915 |
| Less: cost of goods sold | $2,038 | $2,412 | $5,935 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $170,963 | $178,208 | $163,326 |
| Total net assets | $328,599 | $296,649 | $268,919 |
| Excess/Deficit for the year | $-59,907 | $-46,141 | $-34,654 |
| Net assets or fund balances at beginning of year | $399,461 | $328,598 | $296,650 |
| Other changes in net assets or fund balances | $-10,955 | $14,192 | $6,923 |
| Net assets or fund balances at end of year | $296,649 | $268,919 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $366,063 | $381,902 | $329,202 |
| Total liabilities | $37,464 | $85,253 | $60,283 |
| Net assets or fund balances | $328,599 | $296,649 | $268,919 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $539,242 |
| Subtotal | $539,242 |
| Gifts, grants, contributions, and membership fees received | $236,704 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $243,075 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $59,463 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $625,887 |
| Public support | $539,242 |
| Subtotal | $68,906 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $68,906 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $17,739 |
| Other income | $0 |
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| Other organizations in Montana | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Billings Tennis Association | PO BOX 21381, Billings, MT 59104-1381 | MT | 2001-09 | $91,789 |
| 2 | Billings Tourism Business Improvement District | 815 S 27th St, Billings, MT 59101-4513 | MT | 2009-07 | $907,716 |
| 3 | Billings Trap Club | PO BOX 415, Billings, MT 59103-0415 | MT | 1969-08 | $216,710 |
| 4 | Billings Golden K Kiwanis Foundation | Po Box 20203, Billings, MT 59104-0203 | MT | 1997-06 | $20,419 |
| 5 | Bio Regions Program Inc | Po Box 6541, Bozeman, MT 59771-6541 | MT | 2003-08 | $0 |
| 6 | Biofilm Institute Inc | 19 Gardner Park Dr, Bozeman, MT 59715-9229 | MT | 2001-04 | $72,444 |
| 7 | Bishop Of Myra Foundation Inc | 603 Red Wing Rd, Sidney, MT 59270-9014 | MT | 2008-11 | $5,000 |
| 8 | Bitter Root Humane Association | PO BOX 57, Hamilton, MT 59840-0057 | MT | 1975-12 | $617,806 |
| 9 | Bitter Root Land Trust Inc | PO BOX 1806, Hamilton, MT 59840-1806 | MT | 1998-07 | $422,955 |
| 10 | Bitter Root Resource Conservation And Development Area Incorporated | PO BOX 870, Hamilton, MT 59840-0870 | MT | 1993-12 | $888,535 |
| 11 | Bitter Root Valley Historical Society | 205 Bedford, Hamilton, MT 59840-2853 | MT | 1974-08 | $163,773 |
| 12 | Bitter Root Water Forum Inc | PO BOX 1247, Hamilton, MT 59840-1247 | MT | 2004-10 | $134,268 |
| 13 | Bitterroot Therapeutic Riding | 599 Popham Ln, Corvallis, MT 59828-9511 | MT | 2003-10 | $52,777 |
| 14 | Bitterroot Basic Research Inc | 837 Westside Rd, Hamilton, MT 59840-9369 | MT | 1998-06 | $56 |
| 15 | Bitterroot Blaze, Bitterroot Blaze Semi Pro Football League | 9650 Hatton Lane, Lolo, MT 59847 | MT | 2007-06 | $0 |
| 16 | Bitterroot Builders Association | PO BOX 1299, Hamilton, MT 59840-1299 | MT | 1999-12 | $121,647 |
| 17 | Bitterroot Ecological Awareness Resources Inc | 310 N 4th St, Hamilton, MT 59840-2412 | MT | 1998-12 | $141,047 |
| 18 | Bitterroot Farm Mutual Insurance Inc | 605 Willow Creek Rd, Corvallis, MT 59828-9473 | MT | 1946-07 | $223,674 |
| 19 | Bitterroot Moose Legion No 43 | 437 Birch Grove Road, Kalispell, MT 59901-6550 | MT | 1972-09 | $0 |
| 20 | Bitterroot Public Library Foundation Inc | 306 State St, Hamilton, MT 59840-2759 | MT | 1990-04 | $110,675 |
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