Civic Intelligence

Estes Park Western Heritage Foundation Inc

EIN 47-1196785 • 501(c)3 • Estes Park, CO

990-N Coverage

Profile

FOR EDUCATIONAL PURPOSES

PO box 1852Estes Park, CO 80517

estesparkwesternheritagefoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

0.9%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-8.9%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$25,227

Up $324 (+1.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$25,227

Up $324 (+1.3%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin49th percentile

Revenue

Down

$35,793

Down $3,495 (-8.9%) from 2024

Expenses

Down

$35,469

Down $3,675 (-9.4%) from 2024

Net Income

Up

$324

Up $180 (+125%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$30K$20K$10K$0Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2016: $11,684Liabilities 2016: $02016Assets 2017: $10,635Liabilities 2017: $0Net Assets 2017: $10,6352017Assets 2018: $6,425Liabilities 2018: $2,500Net Assets 2018: $3,9252018Assets 2019: $3,950Liabilities 2019: $0Net Assets 2019: $3,9502019Assets 2023: $24,759Liabilities 2023: $0Net Assets 2023: $24,7592023Assets 2024: $24,903Liabilities 2024: $0Net Assets 2024: $24,9032024Assets 2025: $25,227Liabilities 2025: $0Net Assets 2025: $25,2272025

Highlighted filing

2025

Assets$25,227
Liabilities$0
Net Assets$25,227
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$40K$20K$0-$20KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2016: $31,414Expenses 2016: $26,639Net Income 2016: $4,7752016Revenue 2017: $34,652Expenses 2017: $35,201Net Income 2017: -$5492017Revenue 2018: $15,364Expenses 2018: $22,074Net Income 2018: -$6,7102018Revenue 2019: $2,648Expenses 2019: $2,623Net Income 2019: $252019Revenue 2023: $31,497Expenses 2023: $13,332Net Income 2023: $18,1652023Revenue 2024: $39,288Expenses 2024: $39,144Net Income 2024: $1442024Revenue 2025: $35,793Expenses 2025: $35,469Net Income 2025: $3242025

Highlighted filing

2025

Revenue$35,793
Expenses$35,469
Net Income$324
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,227
Liabilities
$0
Net assets
$25,227
Revenue
$35,793
Expenses
$35,469
Net income
$324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$35.8$35.5$0.32
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$39.3$39.1$0.14
2023Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$31.5$13.3$18.2
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$2.65$2.62$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.43$2.50$3.93$15.4$22.1$6.71
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$34.7$35.2$0.55
2016Summary only. Only limited summary data is available for this year.$11.7$0.00$31.4$26.6$4.78
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.0
Gross Receipts
$66,243
Mission and Program Overview

Mission

Our organization provides scholarships to students residing in the Estes Valley, supporting their pursuit of higher education. By offering financial assistance, we help alleviate the burden of tuition costs and promote educational opportunities for local students, ensuring access to college and vocational training. Our goal is to invest in the future of the Estes Valley community by empowering its youth through education and fostering academic and professional success.

Program Services

DescriptionGrantsExpenses
Western Heritage awarded $16,500 in scholarships to Estes Valley students.$16,528$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark PurdyChairman-$0--
Kevin BenesTreasurer-$0--
Nick SmithBoard Member-$0--
Sean JurgensBoard Members-$0--
Jo AdamsBoard Member-$0--
Katie BohlkeBoard Members-$0--
Filing and Contact Details

Filer

Filer Name
Estes Park Western Heritage Foundation
EIN
47-1196785
Phone
9704819512
Address
PO box 1852, Estes Park, CO 80517

Signing Officer

Name
Kevin Benes
Title
Treasurer
Phone
9705814198
Signed
2026-03-06
Raw XML Appendix178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Mark Purdy
IRS990EZ/BooksInCareOfDetail/PhoneNum09704819512
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0950 Woodland Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Estes Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024903
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt026793
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029860
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066243
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Purdy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin Benes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nick Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sean Jurgens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jo Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Bohlke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board members
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board members
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Our organization provides scholarships to students residing in the Estes Valley, supporting their pursuit of higher education. By offering financial assistance, we help alleviate the burden of tuition costs and promote educational opportunities for local students, ensuring access to college and vocational training. Our goal is to invest in the future of the Estes Valley community by empowering its youth through education and fostering academic and professional success.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Western Heritage awarded $16,500 in scholarships to Estes Valley students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016528
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt057243
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035469
IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.estesparkwesternheritage.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0organization receives large donation from a single company and then engages in beer sales at events such as Rodeo for it's income to support scholarships
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0136269
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00033
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99967
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066243
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0146350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146398
ReasonableCauseExplanation/ExplanationTxt0We thought an independent accountant would complete this but did not. We are instead filing ourselves to become up to date.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Benes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09705814198
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTES PARK WESTERN HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ESTE
ReturnHeader/Filer/EIN0471196785
ReturnHeader/Filer/PhoneNum09704819512
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO box 1852
ReturnHeader/Filer/USAddress/CityNm0Estes Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-03-06T19:00:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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