Historic Greeley Inc

Nonprofit profile at a glance

EIN
841603145
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Greeley, CO, USA
Phone
9703517256
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$44,174
Expenses
$20,204
Assets
$103,235
Liabilities
$7,100

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Julia Richard (President)

People named in this filing

  • Bob Brunswig (Director)
  • Rebecca Brunswig (Secretary)
  • Marshall Clough (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote historic preservation

What it reported doing in 2025

The organization maintained and preserved a historic house and made it available for community use through rental to a local business hosting tea parties and events. This activity supported public appreciation of the historic property and contributed to its ongoing care and preservation.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 15
  • Transparency & Controls: 100
  • Sustainability: 76
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 9.8%; rating input score 10
  • Program expense ratio: 22.5%; rating input score 23

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 54.3%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 5.11; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -79.1% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -23.2% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 9.8% of revenue deployed · 22.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $5K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 10/100.
  • High — Financial Efficiency: Program expense ratio scored 23/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.