THE HISTORIC STANLEY HOME FOUNDATIO

EIN: 814188018 501(c)(3) Arts, Culture & Humanities

ESTES PARK, CO

Total Revenue
$224,515
Total Expenses
$163,675
Total Assets
$2,108,862
Net Assets
$1,714,040
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
CO
Principal Officer
DAVID BATEY
Phone
9704150139
Tax Period
2023-01-01 to 2023-12-31

THE HISTORIC STANLEY HOME FOUNDATIO, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $225K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $61K, a strong 27% operating margin.

Mission

THE MISSION OF THE HISTORIC STANLEY HOME FOUNDATION IS TO PURCHASE, RENOVATE, PRESERVE AND OPERATE ROCKSIDE, THE F.O. STANLEY HOME AS A CULTURAL CENTER FOR LOCAL HISTORY EDUCATION. THE HOME WILL BE AN ENDURING REMINDER OF THE EVOLUTION AND DEVELOPMENT OF ESTES PARK AND ROCKY MOUNTAIN NATIONAL PARK.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $128,872
Program Service Revenue $17,977
Investment Income $1,235
Other Revenue $76,431
TOTAL REVENUE $224,515

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,350
Fundraising Expenses $19,664
Program Expenses $118,574
Other Expenses $144,325
TOTAL EXPENSES $163,675

Year-over-Year Comparison

2023 2022 Change
Revenue $224,515 $438,320 -0.5%
Expenses $163,675 $201,097 -0.2%
Net Income $60,840 $237,223 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
1
Volunteers
33

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$18,000
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYNN WARING EXECUTIVE DI 20.00
Officer
$18,000 $0 $18,000
DAVID BATEY PRESIDENT 1.00
Officer Director
$0 $0 $0
THOMAS BRYANT DIRECTOR 1.00
Director
$0 $0 $0
MARY ANNE FRANKE SECRETARY 1.00
Officer Director
$0 $0 $0
BOB FULTON DIRECTOR 1.00
Director
$0 $0 $0
DANNY GIGAX DIRECTOR 1.00
Director
$0 $0 $0
RANDALL KAMPFE VICE PRESIDE 1.00
Officer Director
$0 $0 $0
DAN SCACE DIRECTOR 1.00
Director
$0 $0 $0
THOMAS SHAMBURG TREASURER 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $224,515 $163,675 $2,108,862 $60,840
2022 $438,320 $201,097 $2,300,923 $237,223
2021 $100,476 $162,387 $2,079,888 $-61,911
2020 $253,951 $62,560 $2,137,888 $191,391
2019 $1,153,731 $70,008 $1,312,768 $1,083,723
2018 $181,548 $61,471 $239,045 $120,077
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