Civic Intelligence

Boulder Historical Society Trust XXXXX4004

EIN 84-6319128 • 501(c)3 • Denver, CO

Profile

Endowment funds for the boulder historical society

1900 16th Street Suite 1200Denver, CO 80202

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

9.97x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

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

Asset Growth

13th percentile

-9.6%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

97th percentile

261%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Down

$6,006,738

Down $640,604 (-9.6%) from 2023

Liabilities

Down

$6,006,739

Down $640,603 (-9.6%) from 2023

Net Assets

Flat

$0

Flat from 2023

Revenue

Up

$602,552

Up $435,715 (+261%) from 2023

Expenses

Up

$689,572

Up $567,927 (+467%) from 2023

Net Income

Down

-$87,020

Down $132,212 (-293%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,713,391Liabilities 2011: $0Net Assets 2011: $5,713,3912011Assets 2012: $5,546,262Liabilities 2012: $0Net Assets 2012: $5,546,2622012Assets 2013: $5,466,734Liabilities 2013: $0Net Assets 2013: $5,466,7342013Assets 2014: $5,382,883Liabilities 2014: $0Net Assets 2014: $5,382,8832014Assets 2015: $5,561,815Liabilities 2015: $0Net Assets 2015: $5,561,8152015Assets 2016: $5,345,289Liabilities 2016: $0Net Assets 2016: $5,345,2892016Assets 2017: $5,006,656Liabilities 2017: $0Net Assets 2017: $5,006,6562017Assets 2018: $5,021,760Liabilities 2018: $0Net Assets 2018: $5,021,7602018Assets 2019: $5,651,349Liabilities 2019: $0Net Assets 2019: $5,651,3492019Assets 2020: $5,830,426Liabilities 2020: $0Net Assets 2020: $5,830,4262020Assets 2021: $5,717,503Liabilities 2021: $0Net Assets 2021: $5,717,5032021Assets 2022: $1,457,537Liabilities 2022: $1,457,537Net Assets 2022: $02022Assets 2023: $6,647,342Liabilities 2023: $6,647,342Net Assets 2023: $02023Assets 2024: $6,006,738Liabilities 2024: $6,006,739Net Assets 2024: $02024

Highlighted filing

2024

Assets$6,006,738
Liabilities$6,006,739
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $370,016Expenses 2011: $347,402Net Income 2011: $22,6142011Revenue 2012: $199,866Expenses 2012: $366,993Net Income 2012: -$167,1272012Revenue 2013: $275,287Expenses 2013: $354,815Net Income 2013: -$79,5282013Revenue 2014: $275,776Expenses 2014: $356,983Net Income 2014: -$81,2072014Revenue 2015: $524,392Expenses 2015: $344,904Net Income 2015: $179,4882015Revenue 2016: $134,722Expenses 2016: $339,615Net Income 2016: -$204,8932016Revenue 2017: -$8,710Expenses 2017: $329,923Net Income 2017: -$338,6332017Revenue 2018: $351,174Expenses 2018: $336,070Net Income 2018: $15,1042018Revenue 2019: $973,629Expenses 2019: $344,040Net Income 2019: $629,5892019Revenue 2020: $542,901Expenses 2020: $363,827Net Income 2020: $179,0742020Revenue 2021: $258,525Expenses 2021: $371,449Net Income 2021: -$112,9242021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $166,837Expenses 2023: $121,645Net Income 2023: $45,1922023Revenue 2024: $602,552Expenses 2024: $689,572Net Income 2024: -$87,0202024

Highlighted filing

2024

Revenue$602,552
Expenses$689,572
Net Income-$87,020

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$6.01$0.00$0.60$0.69$0.09
2023Summary only. Only limited summary data is available for this year.$6.65$6.65$0.00$0.17$0.12$0.05
2022Summary only. Only limited summary data is available for this year.$1.46$1.46$0.00$0.00$0.00$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.00$5.72$0.26$0.37$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$0.00$5.83$0.54$0.36$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.00$5.65$0.97$0.34$0.63
2018Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.35$0.34$0.02
2017Summary only. Only limited summary data is available for this year.$5.01$0.00$5.01$0.01$0.33$0.34
2016Summary only. Only limited summary data is available for this year.$5.35$0.00$5.35$0.13$0.34$0.20
2015Summary only. Only limited summary data is available for this year.$5.56$0.00$5.56$0.52$0.34$0.18
2014Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.28$0.36$0.08
2013Summary only. Only limited summary data is available for this year.$5.47$0.00$5.47$0.28$0.35$0.08
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.20$0.37$0.17
2011Summary only. Only limited summary data is available for this year.$5.71$0.00$5.71$0.37$0.35$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$3,609,352
Mission and Program Overview

Mission

Endowment funds for the boulder historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,633,057$5,859,727▲ $226,670
Savings and Temporary Cash Investments$82,302$147,011▲ $64,709
Total Assets$5,715,359$6,006,738▲ $291,379
Liabilities
Accounts Payable and Accrued Expenses$5,715,359$6,006,739▲ $291,380
Total Liabilities$5,715,359$6,006,739▲ $291,380
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$5,715,359$6,006,739▲ $291,380
Compensation and Service Providers

Board Members and Trustees

NameTitle
First Western BankTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$602,552
Other Revenue
$0
Change in Net Assets
$-87,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$600,000
Salaries, Compensation, and Employee Benefits$45,533
Other Expenses$44,039
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$600,000--$600,000
Current Officers, Directors, Trustees, and Key Employees$45,533--$45,533
Fees for Service Investment Mgmnt Fees$43,730--$43,730
All Other Expenses$309--$309
Total Functional Expenses$689,572$0$0$689,572
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
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
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 11-description of Process for Review

Trustee reviews all underlying monetary and factual informationbefore the irs form 990 is filed.

Form 990, Page 6, Part VI, Line 19

As trustee, first western bank maintains a close and continuous working relationship with the officers of the supported organization. The governing documents are not available to the general public, but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc. First western bank does not have a public conflict of interest policy. However, the governing documents and state law impose limitations of trustee powers that first western bank strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.

Filing and Contact Details

Filer

Filer Name
Boulder Historical Society Trust Xxx-xx-xxxx
EIN
84-6319128
Phone
3035318100
Address
1900 16TH STREET SUITE 1200, DENVER, CO 80202

Signing Officer

Name
Mary Alred
Title
Trust Officer
Phone
3035318100
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
First Western Trust
Formed
1997
Legal Domicile
Co
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US LLC
Address
1201 ELM STREET SUITE 1400, DALLAS, TX 75270
Preparer
Sudeep Satyal
Phone
2147561052
Supplemental Narrative

Additional Explanations

Line 9 part XI

Reason since it was transferred from successor trustee

Explanation for Form 990, Part XI, Line 9

Change because of receiving worksheet from successor trustee

Raw XML Appendix357 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/LoanOutstandingInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherChangesInNetAssetsAmt087020
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0First Western Trust
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-87020
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee has discretion with respect to the timing and amount of distributions from the trust to the supported organization and has at least quarterly telephone meeting with officer(s) of the supported organization to discuss the supported organizations projected needs and how the supported organization would like the trustee to use the trust income and invest its assets. The trustee
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1communications to the supported organization about investments and plans for distributions, including quarterly investment statements and an annual accounting, in addition to the notices required of all Type III supporting organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2As described in Part IV, Section D, item 2 the supported organization does have a significant voice in the organizations investment policies.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The filing organization provided a copy of their 990 and written support to the supported organization, they were in regular contact with the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, 2 (cont.)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, 3
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0207082
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0194200
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06006738
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05633057
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0207082
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0194200
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840576359
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0600000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BOULDER HISTORICAL SOCIETY DBA MUSEUM OF BOULDER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0600000
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reason since it was transferred from successor trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATIONBEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS TRUSTEE, FIRST WESTERN BANK MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. FIRST WESTERN BANK DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT FIRST WESTERN BANK STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change because of receiving worksheet from successor trustee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 9 part XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05715359
IRS990/TotalAssetsEOYAmt06006738
IRS990/TotalAssetsGrp/BOYAmt05715359
IRS990/TotalAssetsGrp/EOYAmt06006738
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0689572
IRS990/TotalFunctionalExpensesGrp/TotalAmt0689572
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05715359
IRS990/TotalLiabilitiesEOYAmt06006739
IRS990/TotalLiabilitiesGrp/BOYAmt05715359
IRS990/TotalLiabilitiesGrp/EOYAmt06006739
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0127821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0602552
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05715359
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06006739
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01900 16th Street Suite 500
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080202
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ALRED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03035318100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOULDER HISTORICAL SOCIETY TRUST XXX-XX-XXXX
ReturnHeader/Filer/BusinessNameControlTxt0BOUL
ReturnHeader/Filer/EIN0846319128
ReturnHeader/Filer/PhoneNum03035318100
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 16TH STREET SUITE 1200
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 ELM STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075270
ReturnHeader/PreparerPersonGrp/PhoneNum02147561052
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUDEEP SATYAL
ReturnHeader/ReturnTs02025-05-08T14:01:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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