BEULAH HISTORICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

Greta Hanson Maurer

Phone

7194851976

Tax Period

2021-01-01 to 2021-12-31

BEULAH HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $317K in total revenue in fiscal year 2021. Revenue surged 4638% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307K, a strong 97% operating margin.

Mission

The Society's main function is to discover and collect any material which may help to establish or illustrate the history of the area. The Society shall provide for the preservation and accessibility of records and archives of the county, towns, villages and institutions of the area and to undertake the preservation of historical buildings, monuments and markers.

Program Service Accomplishments

Program 1

Expenses: $3,271 Revenue: $2,592

Donation of a physicial property was made to the Society by Vicki Scott. The property located at 8505 Hwy 78 W Beulah, CO is at the entrance to the Beulah Valley. A historical landmark for the Beulah Community. This property is now the Beulah Historical Society home. Housing exhibits of local and historical relevance including exhibits photo archive and book library. Including an outdoor space for member functions and events. Open to the general public at no cost. A quarterly newsletter is published to include historical stories, research, programs, membership and financial information. There were five programs presented on historical people, places and events relevant to the Beulah area. The programs and community activities provide the public with information relative to the mission. The preservation of locations and public outreach include the Good Pasture Point of Interest and Beulah Cemetery. The bi-annual pioneer Beulah Cemetery clean up and maintenance project is accomplished by members and community volunteers. Improving the integrity and accessibility of archives and physical historical locations is the program goal.

Program 2

Expenses: $75 Revenue: $0

Management of historical site adjacent to CO SH 78. This is an open air information and picnic facility and is not staffed. There is no tracking of visitors. A historical point of interest with...

Management of historical site adjacent to CO SH 78. This is an open air information and picnic facility and is not staffed. There is no tracking of visitors. A historical point of interest with history displays, information and markers related to local lore, Civil war monument and community time capsule. Open to the general public.

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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 (2021)

Revenue Breakdown

Contributions & Grants $312,785

Program Service Revenue $2,592

Investment Income $3

Other Revenue $1,898

TOTAL REVENUE $317,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,346

Other Expenses $10,098

TOTAL EXPENSES $10,098

Year-over-Year Comparison

	2021	2020	Change
Revenue	$317,278	$6,696	+46.4%
Expenses	$10,098	$5,794	+0.7%
Net Income	$307,180	$902	+339.6%

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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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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greta Hanson Maurer	President	15	Officer Director	$0	$0	$0
Jeff Broome	Vice President	5	Officer Director	$0	$0	$0
Kris Allen	Secretary	10	Officer Director	$0	$0	$0
Holly Hanson	Treasurer	10	Officer Director	$0	$0	$0
Tima Anderson	Board Member	2	Director	$0	$0	$0
Corkie Outhier	Board Member	2	Director	$0	$0	$0
Linda Roper	Board Member	2	Director	$0	$0	$0
Sandy Anderson	Board Member	1	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
2021	$317,278	$10,098	$380,771	$307,180