Arts, Culture & Humanities
(A82Z)
990 on File
MONTGOMERY COUNTY HISTORICAL SOCIETY INC
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
71/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$1.1M
Total Revenue
$762K
Total Expenses
$5.2M
Net Assets
9
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
74.0%
Fundraising Efficiency
N/A
Operating Reserve
81.68x
Liability-to-Asset
2.1%
Revenue Diversification
86.5%
Executive Compensation
$144K
Compared with Peers
FY 2025
Compared with 7,068 similar organizations
(United States, Arts, Culture & Humanities, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
74.0% | 81.9% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
12.5% | 13.7% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
13.5% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
81.7 mo | 9.4 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.1% | 1.5% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
86.5% | 77.2% |
P10P90
|
Below median |
|
Surplus margin
Surplus as a share of revenue
|
30.5% | 2.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.1M | $762K | $5.2M | 74.0% | 9 |
| 2023 | $1.1M | $595K | $4.6M | 80.4% | 16 |
| 2022 | $698K | $693K | $3.9M | 81.9% | 9 |
| 2021 | $589K | $486K | N/A | — | 6 |
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