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Heritage Tourism Alliance Of Montgomery County Inc

  • Germantown, MD
  • Tax-exempt since March 2005
  • EIN: 32-0129151

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$320k (2024)

Expenses
$261k (2024)

Total Assets
$432k (2024)

Total Liabilities
$15.6k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$319,659
Expenses
$260,590
Net Income
$59,069
Net Assets
$416,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $315,337
98.6%
Program Services $125
0.0%
Investment Income $3,937
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $260
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $97,320
37.3%
Professional Fundraising Fees $0
Other Salaries and Wages $59,954
23.0%
Assets/Debt
Total Assets $432,240
Total Liabilities $15,550
Net Assets $416,690
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $96,157 $0 $0
Laura Anderson Wright (President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Sandi Williams (Director) $0 $0 $0
Marsha Kaizer (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,050
Expenses
$194,380
Net Income
$14,670
Net Assets
$297,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $208,570
99.8%
Program Services $238
0.1%
Investment Income $62
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $180
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,994
48.9%
Professional Fundraising Fees $0
Other Salaries and Wages $17,850
9.2%
Assets/Debt
Total Assets $333,634
Total Liabilities $36,063
Net Assets $297,571
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $93,388 $0 $0
Laura Anderson Wright (President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Abby Clouse Radigan (Director) $0 $0 $0
Sandi Williams (Director) $0 $0 $0
Marsha Kaizer (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,882
Expenses
$215,546
Net Income
$13,336
Net Assets
$267,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $228,395
99.8%
Program Services $0
Investment Income $199
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $288
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $91,782
42.6%
Professional Fundraising Fees $0
Other Salaries and Wages $9,250
4.3%
Assets/Debt
Total Assets $289,429
Total Liabilities $21,501
Net Assets $267,928
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $91,782 $0 $0
Laura Anderson Wright (President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Abby Clouse Radigan (Director) $0 $0 $0
Sandi Williams (Director) $0 $0 $0
Heidi Schlag (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,845
Expenses
$201,239
Net Income
$12,606
Net Assets
$254,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $213,055
99.6%
Program Services $0
Investment Income $784
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $88,872
44.2%
Professional Fundraising Fees $0
Other Salaries and Wages $6,406
3.2%
Assets/Debt
Total Assets $276,198
Total Liabilities $21,606
Net Assets $254,592
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $74,003 $0 $0
Sheila Bashiri (Vice President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Abby Clouse Radigan (Director) $0 $0 $0
Heidi Glatfelter Schlag (Secretary) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Laura Anderson Wright (President) $0 $0 $0
+ View more people

Document Links

990
Filed on June 20, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,795
Expenses
$202,950
Net Income
$4,845
Net Assets
$241,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,805
98.6%
Program Services $250
0.1%
Investment Income $2,561
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $179
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $80,730
39.8%
Professional Fundraising Fees $0
Other Salaries and Wages $34,836
17.2%
Assets/Debt
Total Assets $250,083
Total Liabilities $8,587
Net Assets $241,496
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $80,678 $0 $0
Sheila Bashiri (Vice President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Abby Clouse Radigan (Director) $0 $0 $0
Heidi Glatfelter Schlag (Secretary) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Laura Anderson Wright (President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,122
Expenses
$213,745
Net Income
-$5,623
Net Assets
$236,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,299
98.2%
Program Services $1,430
0.7%
Investment Income $2,249
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $144
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $75,000
35.1%
Professional Fundraising Fees $0
Other Salaries and Wages $44,783
21.0%
Assets/Debt
Total Assets $260,018
Total Liabilities $23,367
Net Assets $236,651
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $75,000 $0 $0
Sheila Bashiri (Vice President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Rebeccah Ballo (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Abby Clouse Radigan (Director) $0 $0 $0
Marylin Pierre Esq (Director) $0 $0 $0
Heidi Glatfelter Schlag (Secretary) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Laura Anderson Wright (President) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 5, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,424
Expenses
$211,869
Net Income
-$2,445
Net Assets
$242,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,927
98.8%
Program Services $1,364
0.7%
Investment Income $1,133
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $75,000
35.4%
Professional Fundraising Fees $0
Other Salaries and Wages $35,901
16.9%
Assets/Debt
Total Assets $278,147
Total Liabilities $35,873
Net Assets $242,274
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $75,000 $0 $0
Sheila Bashiri (Vice President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Marylin Pierre (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Kenneth Rucker (Director) $0 $0 $0
Heidi Glatfelter Schlag (Director) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Laura Anderson Wright (President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,853
Expenses
$207,882
Net Income
$10,971
Net Assets
$244,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $216,416
98.9%
Program Services $1,750
0.8%
Investment Income $687
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $71,004
34.2%
Professional Fundraising Fees $0
Other Salaries and Wages $51,873
25.0%
Assets/Debt
Total Assets $265,472
Total Liabilities $20,753
Net Assets $244,719
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Dir.) $71,004 $0 $0
Sheila Bashiri (Vice President) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Marylin Pierre (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Jason Green (Director) $0 $0 $0
Kenneth Rucker (Director) $0 $0 $0
Heidi Glatfelter Schlag (Director) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Laura Anderson Wright (President) $0 $0 $0
John Pentecost (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on March 2, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,214
Expenses
$206,336
Net Income
$1,878
Net Assets
$233,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,661
99.3%
Program Services $973
0.5%
Investment Income $580
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $105,057
50.9%
Assets/Debt
Total Assets $250,603
Total Liabilities $16,855
Net Assets $233,748
Compensation
Key Employees and Officers Compensation Related Other
Sheila Bashiri (Director) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Becky Curtis (Director) $0 $0 $0
Jason Green (Director) $0 $0 $0
Matthew Logan (Director) $0 $0 $0
Bethany Manimbo (Director) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Scott Whipple (Director) $0 $0 $0
Ying Fang (Treasurer) $0 $0 $0
Thomas Kettler (President) $0 $0 $0
Laura Anderson Wright (Vice President) $0 $0 $0
John Pentecost (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 17, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$230,897
Expenses
$249,982
Net Income
-$19,085
Net Assets
$231,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $227,825
98.7%
Program Services $2,795
1.2%
Investment Income $277
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $60,250
24.1%
Professional Fundraising Fees $0
Other Salaries and Wages $47,929
19.2%
Assets/Debt
Total Assets $256,260
Total Liabilities $24,390
Net Assets $231,870
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rogers (Executive Director) $65,000 $0 $0
Sheila Bashiri (Director) $0 $0 $0
Anthony Cohen (Director) $0 $0 $0
Becky Curtis (Director) $0 $0 $0
Ying Fang (Director) $0 $0 $0
Jason Green (Director) $0 $0 $0
Matthew Logan (Director) $0 $0 $0
Bethany Manimbo (Director) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Scott Whipple (Director) $0 $0 $0
Thomas Kettler (President) $0 $0 $0
Laura Anderson Wright (Vice President) $0 $0 $0
Mary Kay Harper (Treasurer) $0 $0 $0
John Pentecost (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$284,607
Expenses
$358,304
Net Income
-$73,697
Net Assets
$250,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $282,331
99.2%
Program Services $1,984
0.7%
Investment Income $292
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,705
19.7%
Professional Fundraising Fees $0
Other Salaries and Wages $51,780
14.5%
Assets/Debt
Total Assets $266,403
Total Liabilities $15,448
Net Assets $250,955
Compensation
Key Employees and Officers Compensation Related Other
Margaret Erickson (Former Executive Director) $60,570 $0 $0
Thomas A Kuehhas (Director) $0 $0 $0
Bethany Mattocks (Director) $0 $0 $0
Catherine Titus (Director) $0 $0 $0
R Christopher Goodwin (Director) $0 $0 $0
John Pentecost (Director) $0 $0 $0
Laura Anderson Wright (Director) $0 $0 $0
Scott Whipple (Director) $0 $0 $0
Becky Curtis (Director) $0 $0 $0
Jim Wasilak (Director) $0 $0 $0
Allison Weiss (Director) $0 $0 $0
Thomas Kettler (President) $0 $0 $0
Bobby Donovan (Vice President) $0 $0 $0
Mary Kay Harper (Treasurer) $0 $0 $0
Judy Christensen (Secretary) $0 $0 $0
Sarah Rogers (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,965
Expenses
$243,840
Net Income
-$52,875
Net Assets
$324,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $185,206
97.0%
Program Services $5,145
2.7%
Investment Income $487
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $127
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,676
24.5%
Professional Fundraising Fees $0
Other Salaries and Wages $50,815
20.8%
Assets/Debt
Total Assets $334,375
Total Liabilities $9,723
Net Assets $324,652

Document Links

990
Filed on Jan. 10, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,711
Expenses
$247,761
Net Income
-$62,050
Net Assets
$377,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $177,762
95.7%
Program Services $6,979
3.8%
Investment Income $970
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $56,154
22.7%
Professional Fundraising Fees $0
Other Salaries and Wages $38,568
15.6%
Assets/Debt
Total Assets $390,237
Total Liabilities $12,710
Net Assets $377,527

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated