Historic Routt County FY2020 filing

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Historic Routt countys mission is to preserve and to promote the Historic character of Routt County communities and rural areas through the built environment. Historic Routt County connects yesterdays places with tomorrow.

501(c)(3) charity; gifts are tax-deductible.
61¢ of each $1 spent went to programs.
$51K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $13K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$51K
to officers and key staff · 52% of spending
Concern: pay to officers and key staff is 52% of spending; over 30%.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 11.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $22K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$16K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$109K
Spent
$99K
To programs
61%
Net assets
$117K
By yearFY2020–FY2024
Revenue
$109K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$109K
FY2021$128K
FY2022$99K
FY2023$112K
FY2024$134K
Expenses
$99K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$99K
FY2021$116K
FY2022$97K
FY2023$117K
FY2024$88K
Net assets
$117K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$117K
FY2021$129K
FY2022$126K
FY2023$122K
FY2024$169K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1999.

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

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $60K Management & general 30% · $30K Fundraising 9% · $9K

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

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990; $51K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$51,000Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Emily Katzman’s $51K as Executive Dir. is at the 45th percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Historic Routt County executive salaries →

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 15aYes

Programs and updates

Preserves and promotes historic character of Routt County communities and rural areas through the built environment.

Questions for Historic Routt County

Tap to ask. Historic Routt County sees how many people are interested.

Your first name shows with your question. Historic Routt County answers here, for everyone.

1 program · $60K · in their own filed words · FY2020
01

-Preservation Projects

This is the cornerstone of our work. We facilitate collaborative projects to preserve the built environment and to interpret and promote our community's historic resources. Historic Routt County assists willing property owners to rehabilitate, stabilize, or restore their historic properties by offering technical assistance, by writing…

$60Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$22K
Grants paid · 3 grants · $30K · 2020–2021
Lowell Whiteman SchoolCO · FY2021$10,000
Friends of Perry MansfieldCO · FY2021$10,000
South Routt School DistrictFY2020$10,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$109K
Ln 12
Gifts and grantsLn 1h$99K
Fees for servicesLn 2g$10K
Investment incomeLn 3$367
Money outPt IX
$99K
Ln 25
Programscol B$60K
Managementcol C$30K
Fundraisingcol D$9K
Owns and owesPt X
$117K
net assets · Ln 32
Cash and savingsLn 1–2$93K
Total assetsLn 16$133K
LiabilitiesLn 26$16K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$99K
Government grantsLn 1e$60K
Fees for servicesLn 2g$10K
Investment incomeLn 3$367
Gains on assetsLn 7$129
Total revenueLn 12$109K
Assets in detailPt X, end of year
CashLn 1$83K
SavingsLn 2$10K
Cash and savings togetherLn 1–2$93K
Pledges and grants receivableLn 3$23K
Other assetsLn 15$16K
Total assetsLn 16$133K
LiabilitiesLn 26$16K
Net assetsLn 32$117K
OperationsPt I, VI
EmployeesI 51
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$286
Share of the $16K endowmentSch D 1g1.8%
Typical, median of 1,806 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19
End of yearLn 1g$16K$13K
Given inLn 1b$889$13K
SpentLn 1d–1f$286$138
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$83K$93K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$109K$133K
LiabilitiesLn 26$4K$16K
Net assetsLn 32$104K$117K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$10K$10K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$51K$31K$17K$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$4K$3K$1K$273
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$286$286
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$250$250
Office expensesLn 13$3K$3K
Information technologyLn 14$2K$2K$360
RoyaltiesLn 15$0
OccupancyLn 16$5K$3K$3K
TravelLn 17$641$641
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$2K$2K$66
Other expenses (24a–d)Ln 24$16K$12K$141$4K
All other expensesLn 24e$2K$1K$770
Total functional expensesLn 25$99K$60K$30K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 11, 2025 $134K$88K$46K$169K 990 PDF
FY2023Filed with the IRS Jul 31, 2024 $112K$117K−$6K$122K 990 PDF
FY2022Filed with the IRS Jun 2, 2023 $99K$97K$2K$126K 990 PDF
FY2021Filed with the IRS Nov 7, 2022 $128K$116K$11K$129K 990 PDF
FY2020 ViewingFiled with the IRS Nov 10, 2021 $109K$99K$11K$117K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $109,417 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $104,205$99,128
I-9 Program service revenuePrior year $5,053$9,922
I-10 Investment incomePrior year $874$367
I-11 Other revenue$0
I-12 Total revenuePrior year $110,132$109,417
I-13 Grants and similar amounts paid$10,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $51,178$55,240
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $58,843$33,640
I-18 Total expensesPrior year $110,021$98,880
I-19 Revenue less expensesPrior year $111$10,537
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $109,417 across 10 lines filed
VIII-1e Government grants$60,038
VIII-1f All other contributions, gifts and grants$39,090
VIII-1h Total contributions, gifts and grants$99,128
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,922$9,922
VIII-3 Investment incomeExcluded from tax $238$238
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $129$129
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $9,922 · Excluded from tax $367$109,417
Part IX · Statement of functional expenses $98,880 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $10,000$10,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $30,600 · Management $16,830 · Fundraising $3,570$51,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $2,680 · Management $1,287 · Fundraising $273$4,240
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $2,780$2,780
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $286$286
IX-12 Advertising and promotionFundraising $250$250
IX-13 Office expensesManagement $2,541$2,541
IX-14 Information technologyManagement $2,030 · Fundraising $360$2,390
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,546 · Management $2,546$5,092
IX-17 TravelManagement $641$641
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $1,565 · Management $66$1,631
IX-24 Other expenses (24a–d)Programs $11,989 · Management $141 · Fundraising $4,102$16,232
IX-24e All other expensesPrograms $1,027 · Management $770$1,797
IX-25 Total functional expensesPrograms $60,407 · Management $29,918 · Fundraising $8,555$98,880
Part X · Balance sheet $132,764 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $73,667$83,259
X-2 Savings and temporary cash investmentsStart of year $9,215$9,856
X-3 Pledges and grants receivableStart of year $11,985$23,438
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $14,015$16,211
X-16 Total assetsStart of year $108,882$132,764
X-17 Accounts payable and accrued expensesStart of year $4,466$4,893
X-24 Unsecured notes and loans payable$10,972
X-26 Total liabilitiesStart of year $4,466$15,865
X-27 Net assets without donor restrictionsStart of year $64,674$67,509
X-28 Net assets with donor restrictionsStart of year $39,742$49,390
X-32 Total net assets or fund balancesStart of year $104,416$116,899
X-33 Total liabilities and net assetsStart of year $108,882$132,764
Part XI · Reconciliation of net assets $116,899 net assets at year end
XI-1 Total revenue$109,417
XI-2 Total expenses$98,880
XI-3 Revenue less expenses$10,537
XI-4 Net assets at start of year$104,416
XI-5 Net unrealized gains (losses) on investments$1,946
XI-10 Net assets at end of year$116,899

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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