Civic Intelligence

Pueblo County Historical Society

EIN 84-0851563 • 501(c)3 • Pueblo, CO

Profile

To preserve and share the history of the pueblo area

Refreshing map…

201 W B StreetPueblo, CO 81003

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,676,565

Up $954,908 (+132%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,676,565

Up $954,908 (+132%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$1,039,469

Up $986,006 (+1844%) from 2022

Expenses

Down

$84,561

Down $164 (-0.2%) from 2022

Net Income

Up

$954,908

Up $986,170 (+3155%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $369,909Liabilities 2011: $0Net Assets 2011: $369,9092011Assets 2012: $400,220Liabilities 2012: $0Net Assets 2012: $400,2202012Assets 2013: $448,581Net Assets 2013: $448,5812013Assets 2014: $460,089Net Assets 2014: $460,0892014Assets 2015: $406,548Liabilities 2015: $02015Assets 2016: $466,052Net Assets 2016: $466,0522016Assets 2017: $494,339Liabilities 2017: $02017Assets 2018: $520,075Liabilities 2018: $0Net Assets 2018: $520,0752018Assets 2019: $607,484Liabilities 2019: $0Net Assets 2019: $607,4842019Assets 2020: $644,972Liabilities 2020: $0Net Assets 2020: $644,9722020Assets 2021: $753,167Liabilities 2021: $248Net Assets 2021: $752,9192021Assets 2022: $721,657Liabilities 2022: $0Net Assets 2022: $721,6572022Assets 2023: $1,676,565Liabilities 2023: $0Net Assets 2023: $1,676,5652023

Highlighted filing

2023

Assets$1,676,565
Liabilities$0
Net Assets$1,676,565
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $55,612Expenses 2011: $50,017Net Income 2011: $5,5952011Revenue 2012: $90,138Expenses 2012: $59,827Net Income 2012: $30,3112012Revenue 2013: $104,701Expenses 2013: $56,340Net Income 2013: $48,3612013Revenue 2014: $75,952Expenses 2014: $64,445Net Income 2014: $11,5072014Revenue 2015: $12,076Expenses 2015: $65,616Net Income 2015: -$53,5402015Revenue 2016: $130,684Expenses 2016: $71,180Net Income 2016: $59,5042016Revenue 2017: $129,245Expenses 2017: $100,957Net Income 2017: $28,2882017Revenue 2018: $157,824Expenses 2018: $74,310Net Income 2018: $83,5142018Revenue 2019: $69,297Expenses 2019: $69,016Net Income 2019: $2812019Revenue 2020: $91,877Expenses 2020: $54,389Net Income 2020: $37,4882020Revenue 2021: $193,378Expenses 2021: $85,431Net Income 2021: $107,9472021Revenue 2022: $53,463Expenses 2022: $84,725Net Income 2022: -$31,2622022Revenue 2023: $1,039,469Expenses 2023: $84,561Net Income 2023: $954,9082023

Highlighted filing

2023

Revenue$1,039,469
Expenses$84,561
Net Income$954,908
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,676,565
Liabilities
$0
Net assets
$1,676,565
Revenue
$1,039,469
Expenses
$84,561
Net income
$954,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$1.04$0.08$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.05$0.08$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.19$0.09$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.09$0.05$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.07$0.07$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.16$0.07$0.08
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.13$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.13$0.07$0.06
2015Summary only. Only limited summary data is available for this year.$0.41$0.00$0.01$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.08$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.10$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.06$0.05$0.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 3, 2022
Return Version
2021v4.0
Gross Receipts
$252,954
Mission and Program Overview

Mission

To preserve and share the history of the pueblo area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$614,506$715,465▲ $100,959
Cash and Non-Interest-Bearing Accounts$30,466$37,702▲ $7,236
Total Assets$644,972$753,167▲ $108,195
Liabilities
Other Liabilities-$248-
Total Liabilities$0$248▲ $248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$622,649$730,596▲ $107,947
Net Assets With Donor Restrictions$22,323$22,323→ $0
Total Net Assets Fund Balance$644,972$752,919▲ $107,947
Total Liabilities and Net Assets / Fund Balance$644,972$753,167▲ $108,195

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$23,416$23,416
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Pamela JacobsenPresident
Bill CrainBoard of Director
Bill WoodBoard of Director
Carol TokarBoard of Director
Joe MahaneyBoard of Director
John ErculBoard of Director
Judy McginnisBoard of Director
Larry FrankBoard of Director
Margaret Ward MasiasBoard of Director
Mary WallaceBoard of Director
Peg WalkerBoard of Director
Ruth Ann BrandonBoard of Director
Tom PerkinsBoard of Director
Peggy WillcoxSecretary
Ken JohnsonTreasurer
Patricia CrumpVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,983
Program Service Revenue
$36,505
Investment Income
$109,890
Other Revenue
$0
All Other Contributions
$9,005
Change in Net Assets
$107,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,148
Grants and Similar Amounts Paid$31,283
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,283--$31,283
Conferences and Meetings$14,849--$14,849
Depreciation Depletion$7,419--$7,419
Information Technology$817$4,824-$5,641
Fees for Services Accounting-$5,225-$5,225
Fees for Services Other-$5,165-$5,165
Advertising$5,057--$5,057
Office Expenses$150$4,212-$4,362
Occupancy-$4,220-$4,220
Insurance-$1,885-$1,885
Fees for Service Investment Mgmnt Fees$325--$325
Total Functional Expenses$59,900$25,531$0$85,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lore---$18,833
Pchs---$6,030
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
2679 Botsj Cc - Judy Mcginnis$139
2646 Botsj Cc$109
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Pueblo County Historical Society
EIN
84-0851563
Phone
7195436772
Address
201 W B STREET, PUEBLO, CO 81003

Signing Officer

Name
Pamela Jacobsen
Title
President
Phone
7195436772
Signed
2022-06-03

Organization Details

Principal Officer
Pamela Jacobsen
Formed
1975
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Sutton Dowell & Co LLC
Address
2406 N GRAND AVE, PUEBLO, CO 81003
Preparer
Christopher D Dowell
Phone
7195444786
Supplemental Narrative

Additional Explanations

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

“County historical record collection and education”

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-03
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER D DOWELL
ReturnHeader/ReturnTs02022-06-09T12:01:08-05:00
ReturnHeader/ReturnTypeCd0990
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