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Heritage Tourism Alliance of Montgomery County Inc

EIN 32-0129151 · Germantown, MD

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong92 out of 100GovernanceGood76 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE ORGANIZATION WAS ORGANIZED TO IMPLEMENT, WITHIN MONTGOMERY COUNTY MARYLAND, THE APPLICABLE PROVISIONS OF THE STATE OF MARYLAND HERITAGE AREAS AUTHORITY. THE ORGANIZATION PROMOTES THE PRESERVATION AND STEWARDSHIP OF HISTORIC, CULTURAL, AND NATUARL RESOURCES SITES OF MONTGOMERY COUNTY. THE ORGANIZATION ALSO ENCOURAGES VISITORS AND ERSIDENTS TO LEARN ABOUT, UNDERSTAND, AND APPRECIATE THE HISTORY, NATURAL RESOURCES, AND CULTURE OF THE COUNTY. ALSO, HERITAGE TOURISM ALLIANCE PROVIDES EDUCATIONAL AND OUTREACH ACTIVITIES DESIGNED TO MAKE HERITAGE RESOURCES AND SITES ACCESSIBLE AND FAMILIAR TO VISITORS AND RESIDENTS OF THE COUNTY.

Income
$285,089
Spending
$264,438
Spent on programs
55%
Reserves
20.3 months of spending
Largest source of income
government grants, 92%
Employees
3
Volunteers
100
Highest pay
$97,319, executive dir.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 92 out of 100. Higher than 77% of charities in its peer group (arts and culture, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 20.3 months of spending.

  • Debt

    20 of 20

    It owes 5% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 7% of income.

  • Spending floor

    8 of 15

    55% of spending went to programs and raising each dollar of donations cost 10 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 76 out of 100. Higher than 57% of charities in its peer group (arts and culture, $250k to $1m).

  • Independent board

    25 of 25

    6 of 6 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $73,060 spent. PARTICIPATION IN HERITAGE AND CULTURAL EVENTS, FAIRS, PROGRAMS, AND OBSERVANCESHERITAGE MONTGOMERY IS A GRANT MAKING AND TECHNICAL SUPPORT ORGANIZATION REPRESENTING OVER 100 PARTNER GROUPS. HERITAGE MONTGOMERY GIVES $25,000 IN MINI-GRANTS.
  2. $73,059 spent. ENCOURAGEMENT AND SUPPORT OF HERITAGE TOURS, TOUR GUIDES, EDUCATIONAL AND PUBLIC PROGRAMS, INTERPRETERS AND INTERPRETIVE PRODUCTS
  3. EDUCATIONAL WORKSHOPS AND OTHER EDUCATIONAL EFFORTS FOCUSING ON THE CARE, PRESERVATION, AND STEWARDSHIP OF HISTORIC, CULTURAL AND NATURAL RESOURCE SITES, SUCH AS BUILDINGS, ARCHAEOLOGICAL SITES, BATTLEGROUNDS, AND HERITAGE LANDSCAPES
  4. THE IDENTIFICATION, DELINEATION, ESTABLISHMENT, AND DEFINITION OF HERITAGE AREAS WITHIN MONTGOMERY COUNTY, MARYLAND.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 2005.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.