THE HISTORIC STANLEY HOME FOUNDATIO

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $118,574 Revenue: $92,393

THE PURCHASE, RENOVATION, PRESERVATION AND OPERATION 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...

THE PURCHASE, RENOVATION, PRESERVATION AND OPERATION 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%)

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$18,000

Total Directors

Key Employees

Highest Compensated

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