Summit Historical Society

Tax-deductible

Dillon, CO501(c)(3)Since 1966EIN 84-0590891Revenue $271K in FY2025

On file with the IRSsummithistorical.orgPo Box 143, 80435-0120 · Dillon, COTax-exempt since Nov 1970Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To preserve and protect, provide education and interpretation, and engage our community in the rich history of Summit county.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Run by 54 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $63K a year · 26% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$66K
to officers and key staff · 33% of spending
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
Cash reserves
17 mo
of spending, in cash
Looks good: 17.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $31K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
−$461
-0.05% of total assets
Looks good: liabilities are -0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$271K
+7% vs prior year
Spent
$201K
To programs
69%
Net assets
$927K
By yearFY2020–FY2025
Revenue
$271K
FY2025▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$113K
FY2021$401K
FY2022$221K
FY2023$201K
FY2024$252K
FY2025$271K
Expenses
$201K
FY2025-0.05%
Tap a bar for its year
Expenses by fiscal year
FY2020$145K
FY2021$137K
FY2022$229K
FY2023$168K
FY2024$201K
FY2025$201K
Net assets
$927K
FY2025▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$499K
FY2021$657K
FY2022$567K
FY2023$676K
FY2024$786K
FY2025$927K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1970.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $139K Management & general 26% · $52K Fundraising 5% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

9 people listed on the 990; $66K paid to officers and key staff.

Part VII, Section A · reportable compensation
$65,898Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Assistant Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2023
Jordan Bennett$65,898—
Bruce Butler—$36,671

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Summit Historical Society executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves Summit County's history through education and community engagement.

Questions for Summit Historical Society

Tap to ask. Summit Historical Society sees how many people are interested.

Your first name shows with your question. Summit Historical Society answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

2 programs · $139K · in their own filed words · FY2025
01

SHS brings summit county history to life at our buildings like the 1883 dillon schoolhouse and 1885 homestead cabin on the dillon campus, and the 1919 rice family barn in summit cove. The SHS collection is composed of over 8,000 artifacts and includes historical letters, business ledgers, maps, photographs, and many physical objects.

$110Kprogram expense
02

SHS offers various year-round educational programs for all ages. School- age programs are led by SHS educators and include the following topics: ute knowledge of stem, life in 1900, and ranching in summit county. Community programs include lecture and video sessions; and historical boat tours on lake dillon during the summer months.

$29Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$31K
See all 3 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$271K
Ln 12
Gifts and grantsLn 1h$174K
Investment incomeLn 3$45K
Other incomeLn 4–11$34K
Money outPt IX
$201K
Ln 25
Programscol B$139K
Managementcol C$52K
Fundraisingcol D$11K
Owns and owesPt X
$927K
net assets · Ln 32
Cash and savingsLn 1–2$287K
Total assetsLn 16$926K
LiabilitiesLn 26−$461
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$174K
Fundraising eventsLn 1c$5K
Fees for servicesLn 2g$18K
Investment incomeLn 3$45K
Other incomeLn 4–11$34K
Gains on assetsLn 7$33K
Total revenueLn 12$271K
Assets in detailPt X, end of year
CashLn 1$196
SavingsLn 2$287K
Cash and savings togetherLn 1–2$287K
InvestmentsLn 11–13$637K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$926K
LiabilitiesLn 26−$461
Net assetsLn 32$927K
OperationsPt I, VI
EmployeesI 54
VolunteersI 654
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$226K$287K
InvestmentsLn 11–13$555K$637K
Land, buildings, equipmentLn 10c$3K$1K
Total assetsLn 16$786K$926K
LiabilitiesLn 26$147−$461
Net assetsLn 32$786K$927K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1K$1K
Pay of current officers, directors and key staffLn 5$66K$33K$33K
Other salaries and wagesLn 7$11K$11K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$6K$3K$3K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$27K$27K
Advertising and promotionLn 12$11K$11K
Information technologyLn 14$8K$8K
OccupancyLn 16$37K$37K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$9K$8K$875
Other expenses (24a–d)Ln 24$14K$14K
All other expensesLn 24e$3K$248$3K
Total functional expensesLn 25$201K$139K$52K$11K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $271K$201K$70K$927K 990 PDF
FY2024 $252K$201K$51K$786K 990 PDF
FY2023 $201K$168K$33K$676K 990 PDF
FY2022 $221K$229K−$8K$567K 990 PDF
FY2021 $401K$137K$264K$657K 990 PDF
FY2020 $113K$145K−$32K$499K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $270,742 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $235,439$173,537
I-9 Program service revenuePrior year $19,957$17,808
I-10 Investment incomePrior year $4,024$45,097
I-11 Other revenuePrior year −$7,063$34,300
I-12 Total revenuePrior year $252,357$270,742
I-13 Grants and similar amounts paidPrior year $1,000$1,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $79,473$84,638
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $120,709$115,441
I-18 Total expensesPrior year $201,182$201,079
I-19 Revenue less expensesPrior year $51,175$69,663
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $270,742 across 9 lines filed
Lines not itemized here account for −$3,752 of total revenue; see the IRS return.
VIII-1b Membership dues$10,240
VIII-1c Fundraising events$5,000
VIII-1f All other contributions, gifts and grants$158,297
VIII-1h Total contributions, gifts and grants$173,537
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,808$17,808
VIII-3 Investment incomeExcluded from tax $11,891$11,891
VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,206$33,206
VIII-8 Net income from fundraising eventsExcluded from tax $38,052$38,052
VIII-12 Total revenueRelated to mission $14,056 · Excluded from tax $83,149$270,742
Part IX · Statement of functional expenses $201,079 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $1,000$1,000
IX-5 Pay of current officers, directors and key staffPrograms $32,949 · Management $32,949$65,898
IX-7 Other salaries and wagesPrograms $10,746$10,746
IX-9 Other employee benefitsPrograms $2,130$2,130
IX-10 Payroll taxesPrograms $3,343 · Management $2,521$5,864
IX-11c Accounting feesManagement $4,800$4,800
IX-11g Other fees for servicesPrograms $27,446$27,446
IX-12 Advertising and promotionFundraising $10,628$10,628
IX-14 Information technologyManagement $7,558$7,558
IX-16 OccupancyPrograms $37,316$37,316
IX-22 Depreciation, depletion and amortizationPrograms $1,311$1,311
IX-23 InsurancePrograms $8,455 · Management $875$9,330
IX-24 Other expenses (24a–d)Programs $13,754$13,754
IX-24e All other expensesPrograms $248 · Management $3,050$3,298
IX-25 Total functional expensesPrograms $138,698 · Management $51,753 · Fundraising $10,628$201,079
Part X · Balance sheet $926,189 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $195$196
X-2 Savings and temporary cash investmentsStart of year $226,202$286,773
X-8 Inventories for sale or useStart of year $1,405$771
X-10c Land, buildings and equipment, netStart of year $2,621$1,310
X-11 Publicly traded securitiesStart of year $555,267$637,139
X-16 Total assetsStart of year $785,690$926,189
X-25 Other liabilitiesStart of year $147−$461
X-26 Total liabilitiesStart of year $147−$461
X-27 Net assets without donor restrictionsStart of year $563,848$735,320
X-28 Net assets with donor restrictionsStart of year $221,695$191,330
X-32 Total net assets or fund balancesStart of year $785,543$926,650
X-33 Total liabilities and net assetsStart of year $785,690$926,189
Part XI · Reconciliation of net assets $926,650 net assets at year end
XI-1 Total revenue$270,742
XI-2 Total expenses$201,079
XI-3 Revenue less expenses$69,663
XI-4 Net assets at start of year$785,543
XI-5 Net unrealized gains (losses) on investments$71,444
XI-10 Net assets at end of year$926,650

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.