Civic Intelligence

Historic Boulder Inc.

990 • Fiscal year 2018 • EIN 23-7223041

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 14, 2019

1200 Pearl Street Ste 70Boulder, CO 80302

(303) 444-5192

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$38,925

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 38.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

9.3%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$671,109

Down $100,712 (-13%) from 2017

Net Assets

Down

$666,515

Down $100,483 (-13%) from 2017

Liabilities

Down

$4,594

Down $229 (-4.7%) from 2017

Revenue

Up

$100,635

Up $8,555 (+9.3%) from 2017

Expenses

Up

$142,678

Up $41,285 (+41%) from 2017

Net Income

Down

-$42,043

Down $32,730 (-351%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $866,646Liabilities 2010: $15,943Net Assets 2010: $850,7032010Assets 2011: $1,397,631Liabilities 2011: $6,263Net Assets 2011: $1,391,3682011Assets 2012: $1,192,983Liabilities 2012: $3,436Net Assets 2012: $1,189,5472012Assets 2013: $1,106,366Liabilities 2013: $380Net Assets 2013: $1,105,9862013Assets 2014: $986,327Liabilities 2014: $4,252Net Assets 2014: $982,0752014Assets 2015: $796,720Liabilities 2015: $11Net Assets 2015: $796,7092015Assets 2016: $748,165Liabilities 2016: $930Net Assets 2016: $747,2352016Assets 2017: $771,821Liabilities 2017: $4,823Net Assets 2017: $766,9982017Assets 2018: $671,109Liabilities 2018: $4,594Net Assets 2018: $666,5152018Assets 2019: $756,128Liabilities 2019: $2,315Net Assets 2019: $753,8132019Assets 2020: $807,253Liabilities 2020: $12,966Net Assets 2020: $794,2872020Assets 2021: $864,632Liabilities 2021: $3,096Net Assets 2021: $861,5362021Assets 2022: $737,151Liabilities 2022: $11,960Net Assets 2022: $725,1912022Assets 2023: $847,618Liabilities 2023: $391Net Assets 2023: $847,2272023Assets 2024: $1,157,530Liabilities 2024: $5,455Net Assets 2024: $1,152,0752024

Highlighted filing

2018

Assets$671,109
Liabilities$4,594
Net Assets$666,515

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $113,3012010Expenses 2011: $110,8792011Expenses 2012: $372,7342012Revenue 2013: $128,276Expenses 2013: $211,837Net Income 2013: -$83,5612013Revenue 2014: $226,855Expenses 2014: $350,766Net Income 2014: -$123,9112014Revenue 2015: $27,830Expenses 2015: $191,143Net Income 2015: -$163,3132015Revenue 2016: $79,062Expenses 2016: $166,882Net Income 2016: -$87,8202016Revenue 2017: $92,080Expenses 2017: $101,393Net Income 2017: -$9,3132017Revenue 2018: $100,635Expenses 2018: $142,678Net Income 2018: -$42,0432018Revenue 2019: $118,814Expenses 2019: $92,598Net Income 2019: $26,2162019Revenue 2020: $89,156Expenses 2020: $79,613Net Income 2020: $9,5432020Revenue 2021: $154,857Expenses 2021: $66,319Net Income 2021: $88,5382021Revenue 2022: $92,065Expenses 2022: $123,983Net Income 2022: -$31,9182022Revenue 2023: $145,020Expenses 2023: $131,896Net Income 2023: $13,1242023Revenue 2024: $325,467Expenses 2024: $146,493Net Income 2024: $178,9742024

Highlighted filing

2018

Revenue$100,635
Expenses$142,678
Net Income-$42,043
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$100,635
Mission and Program Overview

Mission

Historic boulder saves important places and buildings through advocacy, education, alliances and action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$751,245$647,071▼ $104,174
Cash and Non-Interest-Bearing Accounts$8,633$13,380▲ $4,747
Accounts Receivable$1,295$824▼ $471
Prepaid Expenses and Deferred Charges$775$775→ $0
Land, Buildings, and Equipment, Net$716--
Total Assets$771,821$671,109▼ $100,712
Other Assets Total$9,157$9,059▼ $98
Liabilities
Accounts Payable and Accrued Expenses$4,823$4,594▼ $229
Total Liabilities$4,823$4,594▼ $229
Net Assets / Fund Balance
Unrestricted Net Assets$766,998$666,515▼ $100,483
Total Net Assets Fund Balance$766,998$666,515▼ $100,483
Total Liabilities and Net Assets / Fund Balance$771,821$671,109▼ $100,712

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,361$4,361

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$760,402$800▼ $19,684$79,000$656,130
2017$738,201-▲ $95,956$67,438$760,402
2016$732,943$443▲ $27,645$16,929$738,201
2015$267,188$473,224▼ $7,469-$732,943
2014$404,534-▲ $35,304$172,650$267,188
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol TaylorExecutive DiFT$38,925-$38,925
Abby DanielsExec Director toFT$30,333$1,000$31,333

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$36,818
Program Service Revenue
$29,359
Investment Income
$32,802
Other Revenue
$1,656
All Other Contributions
$21,724
Change in Net Assets
$-42,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,080
Other Expenses$66,598
Total Fundraising Expense$5,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,866$17,314$2,078$69,258
Office Expenses$9,415$2,949$459$12,823
Occupancy$7,814$2,714$326$10,854
Payroll Taxes$4,010$1,393$167$5,570
Fees for Services Accounting-$4,931-$4,931
Information Technology$3,455--$3,455
Insurance$1,435$499$60$1,994
Other Employee Benefits$720$250$30$1,000
Depreciation Depletion$516$179$21$716
Other Expenses$202$70$8$280
Other Salaries and Wages$251$1-$252
Conferences and Meetings$149$85$15$249
All Other Expenses$-37$-25$6$-56
Total Functional Expenses$106,817$30,434$5,427$142,678
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 was sent to the full board via email for review prior to filing with the irs.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Historic Boulder Inc
EIN
23-7223041
Phone
3034445192
Address
1200 PEARL STREET STE 70, BOULDER, CO 80302

Signing Officer

Name
Cheri Belz
Title
Board Chair
Phone
3034445192
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melanie Julian Muckle
Formed
1972
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
143

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Ken Roth
Phone
3038308109
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Preservation advocacy: historic boulder's 2018 preservation advocacy was centered on the city- owned 1899 harbeck-bergheim house. At a series of public meetings, we opposed the sale of the historic estate and encouraged the city to retain and preserve this cultural asset for public use. We offered assistance with selection criteria for future tenants, a vision statement for use, and research on the art glass windows. We met with neighborhood groups, wrote letters to the newspaper and city council and built relationships to support the preservation of this unique property. We also advocated for restoring the archivist position and public hours at the carnegie library for local history. Historic boulder cannot fulfill its mission without this important resource. Our attempt to stop significant alterations at the charles haertling kahn house failed, but led to a discussion of a non-contiguous charles haertling historic district. We completed the design and installation of interpretive signage at the hannah barker house, the final piece of a six year long restoration project. Educational programs: we held a free lecture series with preservation themes, co-sponsored by the landmarks board. We led a chautauqua women's history walking tour to celebration preservation month. We co-hosted the annual historic archaeology & preservation month awards at the chautauqua community house. Several new partnerships were created including a history hike with bolder adventure travel. We teamed up with month of modern on their charles haertling home tour. We began talks and planning with the maryland office of the national institute for standards and technology on the history of boulder's first federal laboratory building. Signature events: our three signature community events were successful, profitable and well- attended. We held a membership party with personal tours at the arnett-fullen house, a local architectural icon and a designated property on the national register of historic places. Our biennial meet the spirits event at the landmarked columbia cemetery doubled the revenue that we were able to contribute to the cemetery preservation funds. Supported by volunteer actors, docents and business sponsorships, we featured over 25 first person historical characters and several booths of related information. Several fresh features included a visit by kate harbeck, whose historic house is in transition, a portrayal of neva romero, a 1970s chicana activist, and educational skits about green burials, all complimented by a strolling bagpiper. Our 33rd annual homes for the holidays tour was a partnership with the colorado chautauqua national historic landmark and was supported by a wide variety of community businesses and volunteers. We added a deeper context of the social and architectural history of chautauqua and the surrounding neighborhood. The tour included live music and educational holiday-related demonstrations. This event continues to be popular as well as an important source of revenue for our organization.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

Historic boulder has reviewed its easement policies, and staff will visit each easement site at least once per year to check compliance with easement terms.

Schedule D, Page 1, Part II, Line 9

Historic boulder does not include information about the conservation easements it holds in its financial statements.

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IRS990/Desc0PRESERVATION ADVOCACY: HISTORIC BOULDER'S 2018 PRESERVATION ADVOCACY WAS CENTERED ON THE CITY- OWNED 1899 HARBECK-BERGHEIM HOUSE. AT A SERIES OF PUBLIC MEETINGS, WE OPPOSED THE SALE OF THE HISTORIC ESTATE AND ENCOURAGED THE CITY TO RETAIN AND PRESERVE THIS CULTURAL ASSET FOR PUBLIC USE. WE OFFERED ASSISTANCE WITH SELECTION CRITERIA FOR FUTURE TENANTS, A VISION STATEMENT FOR USE, AND RESEARCH ON THE ART GLASS WINDOWS. WE MET WITH NEIGHBORHOOD GROUPS, WROTE LETTERS TO THE NEWSPAPER AND CITY COUNCIL AND BUILT RELATIONSHIPS TO SUPPORT THE PRESERVATION OF THIS UNIQUE PROPERTY. WE ALSO ADVOCATED FOR RESTORING THE ARCHIVIST POSITION AND PUBLIC HOURS AT THE CARNEGIE LIBRARY FOR LOCAL HISTORY. HISTORIC BOULDER CANNOT FULFILL ITS MISSION WITHOUT THIS IMPORTANT RESOURCE. OUR ATTEMPT TO STOP SIGNIFICANT ALTERATIONS AT THE CHARLES HAERTLING KAHN HOUSE FAILED, BUT LED TO A DISCUSSION OF A NON-CONTIGUOUS CHARLES HAERTLING HISTORIC DISTRICT. WE COMPLETED THE DESIGN AND INSTALLATION OF INTERPRETIVE SIGNAGE AT THE HANNAH BARKER HOUSE, THE FINAL PIECE OF A SIX YEAR LONG RESTORATION PROJECT. EDUCATIONAL PROGRAMS: WE HELD A FREE LECTURE SERIES WITH PRESERVATION THEMES, CO-SPONSORED BY THE LANDMARKS BOARD. WE LED A CHAUTAUQUA WOMEN'S HISTORY WALKING TOUR TO CELEBRATION PRESERVATION MONTH. WE CO-HOSTED THE ANNUAL HISTORIC ARCHAEOLOGY & PRESERVATION MONTH AWARDS AT THE CHAUTAUQUA COMMUNITY HOUSE. SEVERAL NEW PARTNERSHIPS WERE CREATED INCLUDING A HISTORY HIKE WITH BOLDER ADVENTURE TRAVEL. WE TEAMED UP WITH MONTH OF MODERN ON THEIR CHARLES HAERTLING HOME TOUR. WE BEGAN TALKS AND PLANNING WITH THE MARYLAND OFFICE OF THE NATIONAL INSTITUTE FOR STANDARDS AND TECHNOLOGY ON THE HISTORY OF BOULDER'S FIRST FEDERAL LABORATORY BUILDING. SIGNATURE EVENTS: OUR THREE SIGNATURE COMMUNITY EVENTS WERE SUCCESSFUL, PROFITABLE AND WELL- ATTENDED. WE HELD A MEMBERSHIP PARTY WITH PERSONAL TOURS AT THE ARNETT-FULLEN HOUSE, A LOCAL ARCHITECTURAL ICON AND A DESIGNATED PROPERTY ON THE NATIONAL REGISTER OF HISTORIC PLACES. OUR BIENNIAL MEET THE SPIRITS EVENT AT THE LANDMARKED COLUMBIA CEMETERY DOUBLED THE REVENUE THAT WE WERE ABLE TO CONTRIBUTE TO THE CEMETERY PRESERVATION FUNDS. SUPPORTED BY VOLUNTEER ACTORS, DOCENTS AND BUSINESS SPONSORSHIPS, WE FEATURED OVER 25 FIRST PERSON HISTORICAL CHARACTERS AND SEVERAL BOOTHS OF RELATED INFORMATION. SEVERAL FRESH FEATURES INCLUDED A VISIT BY KATE HARBECK, WHOSE HISTORIC HOUSE IS IN TRANSITION, A PORTRAYAL OF NEVA ROMERO, A 1970S CHICANA ACTIVIST, AND EDUCATIONAL SKITS ABOUT GREEN BURIALS, ALL COMPLIMENTED BY A STROLLING BAGPIPER. OUR 33RD ANNUAL HOMES FOR THE HOLIDAYS TOUR WAS A PARTNERSHIP WITH THE COLORADO CHAUTAUQUA NATIONAL HISTORIC LANDMARK AND WAS SUPPORTED BY A WIDE VARIETY OF COMMUNITY BUSINESSES AND VOLUNTEERS. WE ADDED A DEEPER CONTEXT OF THE SOCIAL AND ARCHITECTURAL HISTORY OF CHAUTAUQUA AND THE SURROUNDING NEIGHBORHOOD. THE TOUR INCLUDED LIVE MUSIC AND EDUCATIONAL HOLIDAY-RELATED DEMONSTRATIONS. THIS EVENT CONTINUES TO BE POPULAR AS WELL AS AN IMPORTANT SOURCE OF REVENUE FOR OUR ORGANIZATION.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.33$0.15$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.15$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.15$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.79$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.75$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.10$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.19$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.98$0.23$0.35$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13$0.21$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.01$1.39$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$0.11