Civic Intelligence

Grand Lake Area Historial Society

EIN 84-6105634 • 501(c)3 • Grand Lake, CO

Profile

Preserve, Protect and Maintain Grand Lake Area History

PO Box 656Grand Lake, CO 80447

grandlakehistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

97th percentile

89%

Higher net margin than 97% 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

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Up

$1,662,918

Up $492,531 (+42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,662,918

Up $492,531 (+42%) from 2023

Revenue

Up

$509,651

Up $54,806 (+12%) from 2023

Expenses

Up

$54,317

Up $12,449 (+30%) from 2023

Net Income

Up

$455,334

Up $42,357 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $176,615Liabilities 2012: $02012Assets 2013: $425,972Liabilities 2013: $02013Assets 2014: $542,060Liabilities 2014: $02014Assets 2015: $554,121Liabilities 2015: $02015Assets 2016: $587,262Liabilities 2016: $02016Assets 2017: $554,422Liabilities 2017: $6,885Net Assets 2017: $547,5372017Assets 2018: $558,487Liabilities 2018: $4,910Net Assets 2018: $553,5772018Assets 2019: $582,091Liabilities 2019: $635Net Assets 2019: $581,4562019Assets 2020: $606,470Liabilities 2020: $8,096Net Assets 2020: $598,3742020Assets 2021: $668,370Liabilities 2021: $8,545Net Assets 2021: $659,8252021Assets 2022: $750,034Liabilities 2022: $0Net Assets 2022: $750,0342022Assets 2023: $1,170,387Liabilities 2023: $0Net Assets 2023: $1,170,3872023Assets 2024: $1,662,918Liabilities 2024: $0Net Assets 2024: $1,662,9182024

Highlighted filing

2024

Assets$1,662,918
Liabilities$0
Net Assets$1,662,918

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $46,389Expenses 2012: $134,195Net Income 2012: -$87,8062012Revenue 2013: $59,305Expenses 2013: $30,459Net Income 2013: $28,8462013Revenue 2014: $150,001Expenses 2014: $36,835Net Income 2014: $113,1662014Revenue 2015: $106,661Expenses 2015: $94,600Net Income 2015: $12,0612015Revenue 2016: $74,709Expenses 2016: $32,011Net Income 2016: $42,6982016Revenue 2017: $136,997Expenses 2017: $180,362Net Income 2017: -$43,3652017Revenue 2018: $62,419Expenses 2018: $56,377Net Income 2018: $6,0422018Revenue 2019: $95,140Expenses 2019: $71,953Net Income 2019: $23,1872019Revenue 2020: $100,782Expenses 2020: $83,865Net Income 2020: $16,9172020Revenue 2021: $136,476Expenses 2021: $75,025Net Income 2021: $61,4512021Revenue 2022: $148,693Expenses 2022: $46,816Net Income 2022: $101,8772022Revenue 2023: $454,845Expenses 2023: $41,868Net Income 2023: $412,9772023Revenue 2024: $509,651Expenses 2024: $54,317Net Income 2024: $455,3342024

Highlighted filing

2024

Revenue$509,651
Expenses$54,317
Net Income$455,334

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.51$0.05$0.46
2023Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.45$0.04$0.41
2022Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.15$0.05$0.10
2021Summary only. Only limited summary data is available for this year.$0.67$0.01$0.66$0.14$0.08$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.01$0.60$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.10$0.07$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.55$0.06$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$0.55$0.01$0.55$0.14$0.18$0.04
2016Summary only. Only limited summary data is available for this year.$0.59$0.00$0.07$0.03$0.04
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.11$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.15$0.04$0.11
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.05$0.13$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Gross Receipts
$512,760
Mission and Program Overview

Mission

Preserve, Protect and Maintain Grand Lake Area History

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$76,053$763,563▲ $687,510
Land, Buildings, and Equipment, Net$328,432$660,833▲ $332,401
Cash and Non-Interest-Bearing Accounts$248,366$138,284▼ $110,082
Savings and Temporary Cash Investments$287,438$100,238▼ $187,200
Total Assets$1,170,387$1,662,918▲ $492,531
Other Assets Total$230,098$0▼ $230,098
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$988,797$1,169,328▲ $180,531
Net Assets With Donor Restrictions$181,590$493,590▲ $312,000
Total Net Assets Fund Balance$1,170,387$1,662,918▲ $492,531
Total Liabilities and Net Assets / Fund Balance$1,170,387$1,662,918▲ $492,531

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$660,833$4,317$336,718
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim CervenkaPresident
Dennis HumphriesBoard Member
Frank ReardonBoard Member
Layla SchnackeBoard Member
Lucy FitchBoard Member
Melody AndersBoard Member
Sandia BrutonBoard Member
Steve BattyBoard Member
Elin CappsSecretary
Patricia StahlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$435,930
Program Service Revenue
$12,840
Investment Income
$32,461
Other Revenue
$28,420
All Other Contributions
$421,970
Change in Net Assets
$455,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,317
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-$20,780-$20,780
Insurance-$5,079-$5,079
Depreciation Depletion$4,317--$4,317
Fees for Services Accounting-$3,805-$3,805
Office Expenses-$3,391-$3,391
Advertising$3,264--$3,264
Other Expenses$2,794$458-$458
All Other Expenses-$318-$318
Fees for Services Legal-$291-$291
Total Functional Expenses$18,101$36,216$0$54,317
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,505
Fundraising Direct Expenses$614
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
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
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 A, line 2

Lois Sauer & Dave Sauer are husband and wife.

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

Board Members are given copies of the form 990 to review before it is filed.

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

When a possible conflict arise, the respective board member must idenity the conflict at the next meeting. It will be discussed and voted upon by the other board members.

Form 990, Part VI, Section C, line 19

These documents are available upon request

Filing and Contact Details

Filer

Filer Name
Grand Lake Area Historial Society
EIN
84-6105634
Phone
3038590114
Address
PO Box 656, Grand Lake, CO 80447

Signing Officer

Name
Patricia Stahl
Title
President
Phone
3038590114
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Cervenka
Formed
1974
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
99

Preparer

Firm
DAPCPA Pope Young & Bohall LLC
Address
PO Box 189, Winter Park, CO 80482
Preparer
Grace E Bohall CPA
Phone
9707268044
Raw XML AppendixShowing 400 of 433 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.

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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt022173
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013196
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0287438
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100238
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0441821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0394461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01097557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt054634
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0118094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt054634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0118094
IRS990ScheduleA/InvestmentIncomeCYPct00.09090
IRS990ScheduleA/InvestmentIncomePYPct00.08340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01547
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011318
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09027
IRS990ScheduleA/OtherIncome509Grp/TotalAmt021892
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89230
IRS990ScheduleA/PublicSupportPY509Pct00.89340
IRS990ScheduleA/PublicSupportTotal509Amt01159660
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0455965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0407513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077249
IRS990ScheduleA/Total509Grp/TotalAmt01159660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0512146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0450704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0148693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085269
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01299646
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0660833
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04317
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0328432
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336718
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0660833
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lois Sauer & Dave Sauer are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Members are given copies of the form 990 to review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2When a possible conflict arise, the respective board member must idenity the conflict at the next meeting. It will be discussed and voted upon by the other board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3These documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01170387
IRS990/TotalAssetsEOYAmt01662918
IRS990/TotalAssetsGrp/BOYAmt01170387
IRS990/TotalAssetsGrp/EOYAmt01662918
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0435930
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036216
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018101
IRS990/TotalFunctionalExpensesGrp/TotalAmt054317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01170387
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01662918
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018101
IRS990/TotalProgramServiceRevenueAmt012840
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060525
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0509651
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt099
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01170387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01662918
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0236 Lakeside Dr
IRS990/USAddress/CityNm0Grand Lake
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080447

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