Civic Intelligence

Aspen Historical Society

EIN 84-6037756 • 501(c)3 • Aspen, CO

View Organization Page

Profile

The aspen historical society enriches the community through preserving and communicating of its remarkable history. The aspen historical society actively preserves and passionately presents the local history in an inspired and provocative manner that will continue to anchor the community and its evolving character. The society enhances the lives of those with whom it works and lives. The society offers a compelling reason to live in and to visit aspen/snowmass.

620 W Bleeker StAspen, CO 81611

www.aspenhistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $5M-$10M 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

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$5,634,716

Up $760,799 (+16%) from 2023

Liabilities

Down

$230,971

Down $6,677 (-2.8%) from 2023

Net Assets

Up

$5,403,745

Up $767,476 (+17%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin80th percentile

Revenue

Up

$2,541,312

Up $958,812 (+61%) from 2023

Expenses

Up

$1,813,579

Up $242,006 (+15%) from 2023

Net Income

Up

$727,733

Up $716,806 (+6560%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,266,959Liabilities 2010: $72,871Net Assets 2010: $2,194,0882010Assets 2011: $2,210,152Liabilities 2011: $40,948Net Assets 2011: $2,169,2042011Assets 2012: $2,358,955Liabilities 2012: $48,189Net Assets 2012: $2,310,7662012Assets 2013: $2,649,931Liabilities 2013: $42,428Net Assets 2013: $2,607,5032013Assets 2014: $2,682,670Liabilities 2014: $46,523Net Assets 2014: $2,636,1472014Assets 2015: $3,040,179Liabilities 2015: $39,296Net Assets 2015: $3,000,8832015Assets 2016: $3,404,354Liabilities 2016: $268,837Net Assets 2016: $3,135,5172016Assets 2017: $3,699,374Liabilities 2017: $265,136Net Assets 2017: $3,434,2382017Assets 2018: $3,923,585Liabilities 2018: $254,957Net Assets 2018: $3,668,6282018Assets 2019: $4,077,460Liabilities 2019: $251,882Net Assets 2019: $3,825,5782019Assets 2020: $4,310,396Liabilities 2020: $207,512Net Assets 2020: $4,102,8842020Assets 2021: $4,847,508Liabilities 2021: $228,183Net Assets 2021: $4,619,3252021Assets 2022: $4,749,495Liabilities 2022: $226,666Net Assets 2022: $4,522,8292022Assets 2023: $4,873,917Liabilities 2023: $237,648Net Assets 2023: $4,636,2692023Assets 2024: $5,634,716Liabilities 2024: $230,971Net Assets 2024: $5,403,7452024

Highlighted filing

2024

Assets$5,634,716
Liabilities$230,971
Net Assets$5,403,745
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,143,8622010Expenses 2011: $1,092,7132011Expenses 2012: $1,068,0162012Expenses 2013: $1,183,5902013Revenue 2014: $1,064,584Expenses 2014: $1,050,977Net Income 2014: $13,6072014Revenue 2015: $1,586,500Expenses 2015: $1,152,753Net Income 2015: $433,7472015Revenue 2016: $1,284,427Expenses 2016: $1,134,137Net Income 2016: $150,2902016Revenue 2017: $1,360,547Expenses 2017: $1,146,943Net Income 2017: $213,6042017Revenue 2018: $1,462,470Expenses 2018: $1,204,342Net Income 2018: $258,1282018Revenue 2019: $1,393,573Expenses 2019: $1,301,796Net Income 2019: $91,7772019Revenue 2020: $1,565,354Expenses 2020: $1,170,394Net Income 2020: $394,9602020Revenue 2021: $1,684,558Expenses 2021: $1,335,314Net Income 2021: $349,2442021Revenue 2022: $1,660,140Expenses 2022: $1,420,622Net Income 2022: $239,5182022Revenue 2023: $1,582,500Expenses 2023: $1,571,573Net Income 2023: $10,9272023Revenue 2024: $2,541,312Expenses 2024: $1,813,579Net Income 2024: $727,7332024

Highlighted filing

2024

Revenue$2,541,312
Expenses$1,813,579
Net Income$727,733
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,634,716
Liabilities
$230,971
Net assets
$5,403,745
Revenue
$2,541,312
Expenses
$1,813,579
Net income
$727,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.23$5.40$2.54$1.81$0.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.24$4.64$1.58$1.57$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.23$4.52$1.66$1.42$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.23$4.62$1.68$1.34$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.21$4.10$1.57$1.17$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.25$3.83$1.39$1.30$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.25$3.67$1.46$1.20$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.27$3.43$1.36$1.15$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.27$3.14$1.28$1.13$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.04$0.04$3.00$1.59$1.15$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.05$2.64$1.06$1.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.04$2.61$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.05$2.31$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.04$2.17$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.07$2.19$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 7, 2025
Return Version
2024v5.2
Gross Receipts
$3,006,140
Mission and Program Overview

Mission

The aspen historical society enriches the community through preserving and communicating of its remarkable history. The aspen historical society actively preserves and passionately presents the local history in an inspired and provocative manner that will continue to anchor the community and its evolving character. The society enhances the lives of those with whom it works and lives. The society offers a compelling reason to live in and to visit aspen/snowmass.

Historical museum and archive for community of and surrounding aspen, colorado.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,365,465$1,889,606▲ $524,141
Land, Buildings, and Equipment, Net$1,836,654$1,788,180▼ $48,474
Investments in Publicly Traded Securities$1,242,397$1,398,487▲ $156,090
Cash and Non-Interest-Bearing Accounts$210,118$309,287▲ $99,169
Prepaid Expenses and Deferred Charges$10,954$29,792▲ $18,838
Inventories for Sale or Use$4,559$4,791▲ $232
Total Assets$4,873,917$5,634,716▲ $760,799
Other Assets Total$203,770$214,573▲ $10,803
Liabilities
Mortgage Notes Payable Secured by Investment Property$176,519$169,000▼ $7,519
Accounts Payable and Accrued Expenses$56,279$55,219▼ $1,060
Deferred Revenue$4,850$6,752▲ $1,902
Total Liabilities$237,648$230,971▼ $6,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,231,839$4,938,407▲ $706,568
Net Assets With Donor Restrictions$404,430$465,338▲ $60,908
Total Net Assets Fund Balance$4,636,269$5,403,745▲ $767,476
Total Liabilities and Net Assets / Fund Balance$4,873,917$5,634,716▲ $760,799

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,675,736$1,542,243$3,217,979
Other Land Buildings$8,990$117,188$126,178
Land$80,670-$80,670
Equipment$22,784$46,934$69,718

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,242,397-▲ $168,124-$1,398,487
2023$1,122,111-▲ $120,286-$1,242,397
2022$1,434,081-▼ $311,970-$1,122,111
2021$1,347,642$2,957▲ $140,215-$1,434,081
2020$988,139$142,450▲ $217,053-$1,347,642
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly MurphyExecutive DirectorFT$134,621$25,829$160,450

Board Members and Trustees

NameTitle
Jacqueline HuttonCo-president
Ruth Owens HanrahanCo-president
Charles CunniffeVice-president
Allison RatajczakTrustee
Brittanie RockhillTrustee
Chris PreuschTrustee
Christine BenedettiTrustee
Christopher KileyTrustee
David HymanTrustee
David WalbertTrustee
Kate McbrideTrustee
Maureen PoschmanTrustee
Stuart FoxTrustee
Susan BernardTrustee
Tony VagneurTrustee
Jackie KasabachSecretary
Jennifer MasonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,184,067
Program Service Revenue
$104,004
Investment Income
$232,564
Other Revenue
$20,677
All Other Contributions
$571,867
Change in Net Assets
$727,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,529,236
Revenue Not Reported on Financial Statements
$12,076
Revenue Not Reported on Form 990
$39,743
Total Revenue per Audited Statements
$2,568,979
Total Revenue per Form 990
$2,541,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,130,802
Other Expenses$682,777
Total Fundraising Expense$171,546
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$602,948$84,846$93,174$780,968
Other Employee Benefits$103,249$22,957$20,021$146,227
Occupancy$144,370--$144,370
Current Officers, Directors, Trustees, and Key Employees$40,386$60,580$33,655$134,621
Information Technology$74,436$14,205$8,735$97,376
Depreciation Depletion$87,567--$87,567
Payroll Taxes$48,473$10,957$9,556$68,986
Office Expenses$48,160$9,497$2,417$60,074
Fees for Services Other$23,461$26,312$2,651$52,424
Insurance$42,611$4,735-$47,346
Advertising$37,977-$1,337$39,314
Fees for Services Accounting-$20,297-$20,297
Fees for Service Investment Mgmnt Fees-$12,076-$12,076
Interest$5,934--$5,934
Other Expenses$5,391--$5,391
Total Functional Expenses$1,375,571$266,462$171,546$1,813,579

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,813,579
Expenses per Audited Statements$1,801,503
Total Expenses per Audited Statements$1,801,503
Expenses Not Reported on Financial Statements$12,076
Expenses Not Reported on Form 990$0
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
Yes
Audit committee
No
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
No
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, Part VI, Section A, Line 2

“Christine benedetti and britannie rockhill - business relationship”

Form 990, Part VI, Section B, Line 11B

“The 990 is provided to the board prior to filing for their review. Board members are given a set period of time to review it and ask questions. Once the deadline expires and any applicable changes are made, the 990 is filed.”

Form 990, Part VI, Section B, Line 12C

“Annually board trustee members must complete a conflict of interest disclosure document and provide it to management. Board trustees must immediately notify management of any changes.”

Form 990, Part VI, Section B, Line 15A

“The board, or an appointed committee, reviews information obtained in relation to comparable positions. It reviews this information, then discusses the prior year with the executive director. Any changes to compensation are determined by the board.”

Form 990, Part VI, Section C, Line 19

“Upon request, the society provides its governing documents and applicable policies to the public.”

Filing and Contact Details

Filer

Filer Name
Aspen Historical Society
EIN
84-6037756
Phone
9709253721
Address
620 W BLEEKER ST, ASPEN, CO 81611

Signing Officer

Name
Jacqueline Hutton
Title
Co-president
Phone
9709253721
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Hutton
Formed
1963
Legal Domicile
Co
Voting Board Members
17
Independent Board Members
17
Employees
32
Volunteers
39

Preparer

Firm
Reese Henry & Company Inc
Address
400 E MAIN ST STE 2, ASPEN, CO 81611
Preparer
Andy Welgos CPA
Phone
9709253771
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's executive director and appropriate staff review the audited or reviewed financial statements, meet with the treasurer, and submit their recommendations to the board. Once approval is received, the executive director authorizes the release of the audited or reviewed financial statements.”

Financial Statement Notes

PART III, LINE 1A:

“The society does not capitalize donated historical items or recognize them as revenues or gains. Donations need not be recognized if they are added to collections that are held for public exhibition, education, or research in furtherance of public service rather than financial gain; are protected, kept unencumbered, cared for, and preserved; and are subject to a policy that requires the proceeds from sales of collection items to be used to acquire other items for collections.”

PART V, LINE 4:

“Earnings on the endowment funds provide income to cover museum costs.”

Raw XML AppendixShowing 400 of 574 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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IRS990/ActivityOrMissionDesc0HISTORICAL MUSEUM AND ARCHIVE FOR COMMUNITY OF AND SURROUNDING ASPEN, COLORADO.
IRS990/AdvertisingGrp/FundraisingAmt01337
IRS990/AdvertisingGrp/ProgramServicesAmt037977
IRS990/AdvertisingGrp/TotalAmt039314
IRS990/AllOtherContributionsAmt0571867
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IRS990/BooksInCareOfDetail/USAddress/CityNm0ASPEN
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IRS990/Desc0MAINTAIN HISTORICAL MUSEUMS AND ARCHIVE SERVICE FOR PUBLIC. INCLUDES TOURS OF HISTORIC HOMES AND MAINTENANCE OF HISTORICAL SETTLEMENTS IN THE ASPEN, COLORADO AREA. PROVIDE EDUCATIONAL PROGRAMS ABOUT THE HISTORY OF THE ASPEN AREA AND THE UPPER ROARING FORK VALLEY AREA. THE MUSEUM SITES HAD 14,514 TOTAL VISITS DURING THE YEAR AND THE EDUCATIONAL PROGRAMS SERVED 11,995 INDIVIDUALS DURING THE YEAR.
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IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS PREUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE BENEDETTI
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID HYMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm7JACKIE KASABACH
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IRS990/Form990PartVIISectionAGrp/PersonNm10MAUREEN POSCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11RUTH OWENS HANRAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm12STUART FOX
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm14TONY VAGNEUR
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPHER KILEY
IRS990/Form990PartVIISectionAGrp/PersonNm16ALLISON RATAJCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm17KELLY MURPHY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/MissionDesc0THE ASPEN HISTORICAL SOCIETY ENRICHES THE COMMUNITY THROUGH PRESERVING AND COMMUNICATING OF ITS REMARKABLE HISTORY. THE ASPEN HISTORICAL SOCIETY ACTIVELY PRESERVES AND PASSIONATELY PRESENTS THE LOCAL HISTORY IN AN INSPIRED AND PROVOCATIVE MANNER THAT WILL CONTINUE TO ANCHOR THE COMMUNITY AND ITS EVOLVING CHARACTER. THE SOCIETY ENHANCES THE LIVES OF THOSE WITH WHOM IT WORKS AND LIVES. THE SOCIETY OFFERS A COMPELLING REASON TO LIVE IN AND TO VISIT ASPEN/SNOWMASS.
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