Upper Swan Valley Historical Society Inc

Analysis

Upper Swan Valley Historical Society Inc is a registered charity in United States, based in Condon, MT. It received its IRS tax-exemption ruling in February 2008, 18 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Upper Swan Valley Historical Society Inc reported income of $55k and spending of $55k, spending 99% of its income. Across the 2 years on record, from December 2022 to December 2023, income grew from $49k to $55k (+12%), an average of +12% a year. Over the whole period it spent 99% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Upper Swan Valley Historical Society Inc sits at the 24th percentile: it is larger than about 24% of them. Against every charity in United States with reported income it ranks in the 22nd percentile, and in the 19th percentile within MT. Charities of a similar size with the same main cause include Center for Educator Development in Fine Arts ($55k), Woodlands Symphony Orchestra a Non-Profit Corporation ($55k) and Wallingford Historic Preservation Trust Inc ($55k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 86% and program service revenue 1.9% of the total. At year end it held assets of $318k against liabilities of $763, net assets of $317k.