Civic Intelligence

Surface Creek Valley Historical Society

EIN 84-0828179 • 501(c)3 • Cedaredge, CO

Profile

Maintain and improve an accurate repository for the preservation of the history of Surface Creek Valley and operate Pioneer Town Museum, Welcome Center, Chapel of the Cross, Stolte Shed, and Charlie Baker Arboretum for the education and enjoyment of the public.

PO Box 906Cedaredge, CO 81413

www.pioneertown.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$738,187

Up $53,467 (+7.8%) from 2023

Liabilities

Up

$7,000

Up $4,638 (+196%) from 2023

Net Assets

Up

$731,187

Up $48,829 (+7.2%) from 2023

Revenue

Up

$125,861

Up $58,646 (+87%) from 2023

Expenses

Down

$76,303

Down $19,992 (-21%) from 2023

Net Income

Up

$49,558

Up $78,638 (+270%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $728,523Liabilities 2010: $266Net Assets 2010: $728,2572010Assets 2011: $869,056Liabilities 2011: $1,418Net Assets 2011: $867,6382011Assets 2012: $848,408Liabilities 2012: $1,467Net Assets 2012: $846,9412012Assets 2013: $832,319Liabilities 2013: $2,488Net Assets 2013: $829,8312013Assets 2017: $761,829Liabilities 2017: $1,218Net Assets 2017: $760,6112017Assets 2018: $749,801Liabilities 2018: $2,535Net Assets 2018: $747,2662018Assets 2019: $743,851Liabilities 2019: $3,834Net Assets 2019: $740,0172019Assets 2020: $736,456Liabilities 2020: $6,956Net Assets 2020: $729,5002020Assets 2021: $746,703Liabilities 2021: $3,527Net Assets 2021: $743,1762021Assets 2022: $726,736Liabilities 2022: $8,400Net Assets 2022: $718,3362022Assets 2023: $684,720Liabilities 2023: $2,362Net Assets 2023: $682,3582023Assets 2024: $738,187Liabilities 2024: $7,000Net Assets 2024: $731,1872024

Highlighted filing

2024

Assets$738,187
Liabilities$7,000
Net Assets$731,187

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $41,6722010Expenses 2011: $47,1182011Expenses 2012: $46,2712012Revenue 2013: $32,930Expenses 2013: $50,441Net Income 2013: -$17,5112013Revenue 2017: $42,340Expenses 2017: $59,098Net Income 2017: -$16,7582017Revenue 2018: $43,741Expenses 2018: $57,057Net Income 2018: -$13,3162018Revenue 2019: $73,084Expenses 2019: $80,333Net Income 2019: -$7,2492019Revenue 2020: $58,630Expenses 2020: $61,560Net Income 2020: -$2,9302020Revenue 2021: $78,237Expenses 2021: $64,561Net Income 2021: $13,6762021Revenue 2022: $59,685Expenses 2022: $84,525Net Income 2022: -$24,8402022Revenue 2023: $67,215Expenses 2023: $96,295Net Income 2023: -$29,0802023Revenue 2024: $125,861Expenses 2024: $76,303Net Income 2024: $49,5582024

Highlighted filing

2024

Revenue$125,861
Expenses$76,303
Net Income$49,558

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$130,660
Mission and Program Overview

Mission

Maintain and improve an accurate repository for the preservation of the history of Surface Creek Valley and operate Pioneer Town Museum, Welcome Center, Chapel of the Cross, Stolte Shed, and Charlie Baker Arboretum for the education and enjoyment of the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$381,166$423,939▲ $42,773
Cash and Non-Interest-Bearing Accounts$42,385$48,369▲ $5,984
Savings and Temporary Cash Investments$40,619$41,679▲ $1,060
Accounts Receivable$3,878$7,530▲ $3,652
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$684,720$738,187▲ $53,467
Other Assets Total$216,672$216,670▼ $2
Liabilities
Other Liabilities$1,887$5,782▲ $3,895
Accounts Payable and Accrued Expenses$475$1,218▲ $743
Total Liabilities$2,362$7,000▲ $4,638
Net Assets / Fund Balance
Net Assets With Donor Restrictions$740,605$740,605→ $0
Net Assets Without Donor Restrictions$-58,247$-9,418▲ $48,829
Total Net Assets Fund Balance$682,358$731,187▲ $48,829
Total Liabilities and Net Assets / Fund Balance$684,720$738,187▲ $53,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$113,811$425,761$539,572
Leasehold Improvements$171,237$125,370$296,607
Land$133,608-$133,608
Other Land Buildings$578$80,371$80,949
Equipment$4,705$26,075$30,780
Other Assets Org$216,670--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana ClaytonPresident
Susan AlbertsonVice President
Julie BinghamDirector
Randy ReaginDirector
Hope WaibelSecretary
Jerry McHughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,994
Program Service Revenue
$11,509
Investment Income
$1,442
Other Revenue
$73,916
All Other Contributions
$38,994
Change in Net Assets
$49,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,303
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$28,008--$28,008
Depreciation Depletion$19,419--$19,419
Insurance-$3,687-$3,687
Fees for Services Other-$3,395-$3,395
Other Expenses$2,849$2,207-$2,207
All Other Expenses$1,445$512-$1,957
Office Expenses-$1,097-$1,097
Fees for Services Accounting-$797-$797
Advertising-$732-$732
Total Functional Expenses$63,876$12,427$0$76,303
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,325
Fundraising Direct Expenses$4,799
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts & Special Events$22,085$22,085$4,799$17,286
Capital Campaign$11,230$11,230-$11,230
Total Events$39,175$39,175$4,799$34,376
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Damage Deposits$5,760
Due to Byways$22
Rounding$4
Payroll Liabilities$-4
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Surface Creek Valley Historical Society
EIN
84-0828179
Phone
9708567554
Address
PO BOX 906, CEDAREDGE, CO 81413

Signing Officer

Name
Jerry McHugh
Title
Treasurer
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Clayton
Formed
1981
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
LEWIS & CO CPAs PC
Address
137 SE Jay Avenue, CEDAREDGE, CO 81413
Preparer
Lesley R Lewis CPA
Phone
9708564133
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IRS990/PYOtherExpensesAmt065534
IRS990/PYOtherRevenueAmt039228
IRS990/PYProgramServiceRevenueAmt012779
IRS990/PYRevenuesLessExpensesAmt0-29080
IRS990/PYSalariesCompEmpBnftPaidAmt030761
IRS990/PYTotalExpensesAmt096295
IRS990/PYTotalRevenueAmt067215
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049558
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt023258
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041679
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING, FACILITIES RENTAL AND MISCELLANEOUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0155143
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0538
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt072855
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt039228
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt043190
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt041531
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0196804
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43830
IRS990ScheduleA/PublicSupportPY170Pct00.55430
IRS990ScheduleA/PublicSupportTotal170Amt0155143
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036979
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0155143
IRS990ScheduleA/TotalSupportAmt0353927
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0113811
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0425761
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0539572
IRS990ScheduleD/EquipmentGrp/BookValueAmt04705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026075
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030780
IRS990ScheduleD/LandGrp/BookValueAmt0133608
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0133608
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0171237
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0125370
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0296607
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0216670
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Museum Display
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0578
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt080371
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080949
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-4
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Byways
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rental Damage Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0423939
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0216670
IRS990ScheduleD/TotalLiabilityAmt05782
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04799
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Concerts & Special Events
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CAPITAL CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039175
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034376
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04799
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04799
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0684720
IRS990/TotalAssetsEOYAmt0738187
IRS990/TotalAssetsGrp/BOYAmt0684720
IRS990/TotalAssetsGrp/EOYAmt0738187
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038994
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012427
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063876
IRS990/TotalFunctionalExpensesGrp/TotalAmt076303
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02362
IRS990/TotalLiabilitiesEOYAmt07000
IRS990/TotalLiabilitiesGrp/BOYAmt02362
IRS990/TotalLiabilitiesGrp/EOYAmt07000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0682358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0731187
IRS990/TotalProgramServiceExpensesAmt063876
IRS990/TotalProgramServiceRevenueAmt011509
IRS990/TotalRevenueGrp/ExclusionAmt023258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029083

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