Civic Intelligence

Poudre Heritage Alliance

EIN 36-4507550 • 501(c)3 • Windsor, CO

Profile

To build a deeper understanding of the cache la poudre river's national significance in influencing water development, law, and management, through interpretative and educational programming and media.

130 N 5th StreetWindsor, CO 80550

poudreheritage.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.28x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$636,003

Up $90,312 (+17%) from 2023

Liabilities

Up

$180,440

Up $62,233 (+53%) from 2023

Net Assets

Up

$455,563

Up $28,079 (+6.6%) from 2023

Revenue

Down

$708,714

Down $6,956 (-1.0%) from 2023

Expenses

Up

$690,117

Up $92,012 (+15%) from 2023

Net Income

Down

$18,597

Down $98,968 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $57,576Net Assets 2012: $57,5762012Assets 2013: $74,241Net Assets 2013: $74,2412013Assets 2014: $99,979Liabilities 2014: $0Net Assets 2014: $99,9792014Assets 2015: $82,693Liabilities 2015: $0Net Assets 2015: $82,6932015Assets 2016: $49,646Liabilities 2016: $0Net Assets 2016: $49,6462016Assets 2018: $199,694Liabilities 2018: $10,781Net Assets 2018: $188,9132018Assets 2019: $272,618Liabilities 2019: $14,583Net Assets 2019: $258,0352019Assets 2020: $454,036Liabilities 2020: $214,206Net Assets 2020: $239,8302020Assets 2021: $358,600Liabilities 2021: $56,170Net Assets 2021: $302,4302021Assets 2022: $394,858Liabilities 2022: $84,939Net Assets 2022: $309,9192022Assets 2023: $545,691Liabilities 2023: $118,207Net Assets 2023: $427,4842023Assets 2024: $636,003Liabilities 2024: $180,440Net Assets 2024: $455,5632024

Highlighted filing

2024

Assets$636,003
Liabilities$180,440
Net Assets$455,563

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2012: $67,337Expenses 2012: $55,946Net Income 2012: $11,3912012Revenue 2013: $126,481Expenses 2013: $109,816Net Income 2013: $16,6652013Revenue 2014: $211,355Expenses 2014: $185,617Net Income 2014: $25,7382014Revenue 2015: $266,430Expenses 2015: $283,716Net Income 2015: -$17,2862015Revenue 2016: $299,198Expenses 2016: $332,231Net Income 2016: -$33,0332016Revenue 2018: $418,070Expenses 2018: $358,419Net Income 2018: $59,6512018Revenue 2019: $435,926Expenses 2019: $366,804Net Income 2019: $69,1222019Revenue 2020: $348,103Expenses 2020: $356,308Net Income 2020: -$8,2052020Revenue 2021: $532,600Expenses 2021: $449,946Net Income 2021: $82,6542021Revenue 2022: $562,239Expenses 2022: $556,178Net Income 2022: $6,0612022Revenue 2023: $715,670Expenses 2023: $598,105Net Income 2023: $117,5652023Revenue 2024: $708,714Expenses 2024: $690,117Net Income 2024: $18,5972024

Highlighted filing

2024

Revenue$708,714
Expenses$690,117
Net Income$18,597

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.0
Gross Receipts
$708,714
Mission and Program Overview

Mission

To build a deeper understanding of the cache la poudre river's national significance in influencing water development, law, and management, through interpretative and educational programming and media.

Promote a variety of historical and cultural opportunities, engage people in the cache la poudre river cooridor, and inspire learning, preservation, and stewardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$386,965$372,514▼ $14,451
Investments Other Securities-$168,233-
Pledges and Grants Receivable$130,263$84,692▼ $45,571
Prepaid Expenses and Deferred Charges$13,767$10,466▼ $3,301
Cash and Non-Interest-Bearing Accounts-$98-
Total Assets$545,691$636,003▲ $90,312
Other Assets Total$14,696--
Liabilities
Deferred Revenue$74,095$146,025▲ $71,930
Accounts Payable and Accrued Expenses$29,004$34,415▲ $5,411
Other Liabilities$15,108--
Total Liabilities$118,207$180,440▲ $62,233
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$342,344$386,691▲ $44,347
Net Assets With Donor Restrictions$85,140$68,872▼ $16,268
Total Net Assets Fund Balance$427,484$455,563▲ $28,079
Total Liabilities and Net Assets / Fund Balance$545,691$636,003▲ $90,312

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$168,233--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024-$160,000▲ $9,482-$168,233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabrina StokerExecutive DiFT$123,392$4,184$127,576

Board Members and Trustees

NameTitle
Dan BiwerChair
Wade WillisPast Chair
Julie KallenbergerVice Chair
Eric RobinsonDirector
Jared OrsiDirector
Karen ScopelDirector
Katie DonahueDirector
Meegan FlennikenDirector
Patrick PulisDirector
Tammy RuschDirector
Candace TroutmanPrior Direct
Hannah SwanbomPrior Direct
Nick HawsPrior Direct
Chelsie RomuloSecretary
Greg DeweyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$702,873
Program Service Revenue
$0
Investment Income
$5,841
Other Revenue
$0
All Other Contributions
$188,819
Change in Net Assets
$18,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$426,131
Other Expenses$224,486
Grants and Similar Amounts Paid$39,500
Total Fundraising Expense$13,061
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$200,442$34,475$2,471$237,388
Current Officers, Directors, Trustees, and Key Employees$86,374$30,848$6,170$123,392
Grants to Domestic Orgs$39,500--$39,500
Other Employee Benefits$28,050$6,389$844$35,283
Travel$25,916$5,902$781$32,599
Payroll Taxes$23,904$5,444$720$30,068
Fees for Services Other$15,620$3,557$471$19,648
Information Technology$14,839$3,380$447$18,666
Fees for Services Accounting-$17,930-$17,930
Advertising$12,637$2,878$381$15,896
Occupancy$12,408$2,825$374$15,607
Other Expenses$2,248$512$68$2,828
All Other Expenses$1,888$430$57$2,375
Insurance-$2,201-$2,201
Fees for Service Investment Mgmnt Fees-$1,249-$1,249
Total Functional Expenses$556,941$120,115$13,061$690,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of WindsorWindsor, COGovEaton Construction$33,000
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 4

The organization refreshed the duties and responsibilities of the officers ensuring each officer had a defined role. Chair: leadership and meeting facilitation; vice chair: membership; treasurer: financial oversight; secretary: record keeping

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

The board treasurer and the finance committee review the form prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each november, members of the board sign an acknowledgement of their job descriptions and the board policies, including the conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the board conducts an annual performance review for the executive director. The executive director's salary range in based on the colorado nonprofit association salary survey and is approved by the full board.

Form 990, Page 6, Part VI, Line 19

Governing and financial documents available upon request.

Filing and Contact Details

Filer

Filer Name
Poudre Heritage Alliance
EIN
36-4507550
Phone
9702954851
Address
130 N 5TH STREET, WINDSOR, CO 80550

Signing Officer

Name
Sabrina Stoker
Title
Executive Director
Phone
9702954851
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Biwer
Formed
2002
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
243

Preparer

Firm
Rlr Llp
Address
1235 RIVERSIDE AVE, FORT COLLINS, CO 80524-3218
Preparer
Joseph M Hoefler
Phone
9706925300
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The cache nha volunteer program educates about the history and recreational opportunities in the nha. Volunteers act as ambassadors of the heritage area providing support to the organization and interpretation to the public for programs and events. Volunteers report hours and participants served monthly. In 2024, volunteers provided 2,291 hours of service the cache nha.

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

Educational & interpretive programming learning in our watershed (loiw) was designed with a simple mission: to help youth understand and value the cache la poudre river and their water heritage while inspiring a next generation of river stewards. In 2024, 7,212 students participated in liow field trips within the national heritage area. Community outreach: 18,131 people participated in heritage area events and activities including the poudre pub talk series held at local breweries, the poudre pour, riverfest, the poudre river forum, and other activities such as bike to work day and big splash. Community grants: the nha distributed nearly 40,000 in grant funds to community projects that supports the preservation, interpretation, and development of heritage area resources and amenities.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The primary purpose of the fund is to provide operating and capital support to the organization to carry out its role and mission as described in its governing documents, and the principal of the fund shall be held by the community foundation in support of the organization.

Schedule D, Page 3, Part X

The organization is a nonprofit corporation and qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code. Accordingly, no provision is made in these financial statements for income taxes. The organization adopted the recognition requirements for uncertainty in income taxes as required by asc 740-10-50. The standard prescribes a comprehensive model for how an organization should recognize, measure, present and disclose in the financial statements uncertainty in income taxes. The organization's income tax filings are subject to audit by various taxing authorities. In evaluating the organization's tax provisions and accruals, interpretations and tax planning strategies are considered. The organization believes their estimates are appropriate based on current facts and circumstances and have not recorded any reserves, or related accruals for interest and penalties for uncertainty in income taxes at december 31, 2024.

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IRS990/MissionDesc0TO BUILD A DEEPER UNDERSTANDING OF THE CACHE LA POUDRE RIVER'S NATIONAL SIGNIFICANCE IN INFLUENCING WATER DEVELOPMENT, LAW, AND MANAGEMENT, THROUGH INTERPRETATIVE AND EDUCATIONAL PROGRAMMING AND MEDIA.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0MET WITH LEGISLATORS AND STAFF TO EXPRESS APPRECIATION FOR THEIR SUPPORT IN PASSING S. 1942 THE NATIONAL HERITAGE AREAS ACT, HOSTED LOCAL CELEBRATION ANNOUNCING THE PASSING OF S. 1942, PROVIDED UPDATES TO LEGISLATORS ON THE WORK AND IMPACT OF THE CACHE NHA, REQUESTED SIGN-ON SUPPORT FOR ANNUAL APPROPRIATION.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY PURPOSE OF THE FUND IS TO PROVIDE OPERATING AND CAPITAL SUPPORT TO THE ORGANIZATION TO CARRY OUT ITS ROLE AND MISSION AS DESCRIBED IN ITS GOVERNING DOCUMENTS, AND THE PRINCIPAL OF THE FUND SHALL BE HELD BY THE COMMUNITY FOUNDATION IN SUPPORT OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NONPROFIT CORPORATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION IS MADE IN THESE FINANCIAL STATEMENTS FOR INCOME TAXES. THE ORGANIZATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAINTY IN INCOME TAXES AS REQUIRED BY ASC 740-10-50. THE STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE IN THE FINANCIAL STATEMENTS UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES AND HAVE NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAINTY IN INCOME TAXES AT DECEMBER 31, 2024.
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