SUMMIT HISTORICAL SOCIETY

EIN: 840590891 501(c)(3)

DILLON, CO

Total Revenue
$270,742
Total Expenses
$201,079
Total Assets
$926,189
Net Assets
$926,650
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
CO
Principal Officer
SALLY QUEEN
Phone
9704682207
Tax Period
2025-01-01 to 2025-12-31

SUMMIT HISTORICAL SOCIETY, founded in 1966, is a small nonprofit that reported $271K in total revenue in fiscal year 2025. The organization ran a surplus of $70K, a strong 26% operating margin.

Mission

TO PRESERVE AND PROTECT, PROVIDE EDUCATION AND INTERPRETATION, AND ENGAGE OUR COMMUNITY IN THE RICH HISTORY OF SUMMIT COUNTY.

Program Service Accomplishments

Program 1
Expenses: $109,880 Revenue: $7,842

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...

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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.

Program 2
Expenses: $28,818 Revenue: $9,966

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...

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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.

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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 (2025)

Revenue Breakdown

Contributions & Grants $173,537
Program Service Revenue $17,808
Investment Income $45,097
Other Revenue $34,300
TOTAL REVENUE $270,742

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $84,638
Fundraising Expenses $10,628
Program Expenses $138,698
Other Expenses $115,441
TOTAL EXPENSES $201,079

Year-over-Year Comparison

2025 2024 Change
Revenue $270,742 $252,357 +0.1%
Expenses $201,079 $201,182 0.0%
Net Income $69,663 $51,175 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
4
Volunteers
54

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
6
$69,498
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JORDAN BENNETT DIRECTOR 40.00
Officer
$65,898 $3,600 $69,498
SALLY QUEEN PRESIDENT 14.00
Officer Director
$0 $0 $0
SANDY COLT VICE PRESIDE 6.00
Officer Director
$0 $0 $0
JULIA METZGER TREASURER 4.00
Officer Director
$0 $0 $0
BILL HIEBER ASSISTANT TR 4.00
Officer Director
$0 $0 $0
KARN STIEGELMEIER SECRETARY 6.00
Officer Director
$0 $0 $0
PATRICE LARA BOARD MEMBER 3.00
Director
$0 $0 $0
MEREDITH LORD BOARD MEMBER 3.00
Director
$0 $0 $0
SANDY WATSON BOARD MEMBER 4.00
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
2025 $270,742 $201,079 $926,189 $69,663
2024 $252,357 $201,182 $785,690 $51,175
2023 $200,848 $167,775 $677,155 $33,073
2022 $220,823 $229,006 $567,476 $-8,183
2021 $401,426 $137,131 $657,247 $264,295
2020 $113,085 $145,050 $703,317 $-31,965
2019 $389,207 $128,715 $558,373 $260,492
2018 $62,257 $51,826 $287,052 $10,431
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