Small Public Charity

UPPER SWAN VALLEY HISTORICAL SOCIETY INC

Based in CONDON, MT, UPPER SWAN VALLEY HISTORICAL SOCIETY INC operates as a Small Public Charity. The organization reported $59K in revenue, $65K in expenses, $332K in total assets for fiscal year 2025. Imperigo tracks 9 reported grant relationships connected to this organization totaling approximately $75K.

EIN: 770666044 CONDON, MT Latest filing: 2025
Total Revenue$59K
Total Expenses$65K
Total Assets$332K
Grant Records9
Funding Total$75K
Filing Years2021–2025

Mission

Collecting, preserving, and sharing local history and cultural heritage of the Swan Valley in Montana.

Officers & Directors

Secretary Fern N Kauffman
Director Helene Michael
Treasurer Katharine A Beers
Director Katie Gleason
Vice President Neil Meyer
Director Pat Sinz

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATION
$67,752 8 grants
PROMOTE AND PRESERVE MONTANA HISTORY
$6,900 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $59K $65K $332K
2024 $53K $41K $337K
2023 $55K $55K $318K
2022 $49K $49K $317K
2021 $51K $40K $317K

Between 2021 and 2025, reported annual revenue grew from $51K to $59K (+15%), with total assets most recently reported at $332K.

Interactive year-over-year charts and full filing details available with membership.

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