The Mount Sopris Historical Society
Nonprofit profile at a glance
- EIN
- 841019443
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Carbondale, CO, USA
- Phone
- 9706183457
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $94,885
- Expenses
- $76,423
- Assets
- $42,418
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
1 person listed
People named in this filing
- Kade Gianinetti (Treasure)
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 preserve and communicate the enduring story of the people drawn to live in the Roaring Fork and Crystal River Valleys; to discover, collect, and preserve material and information that illustrates the history of the area; to maintain historical information and materials for public access; and to educate the public about the history, pioneers, and lives of the valley."
What it reported doing in 2025
Fiscal Sponsorship for Western Mosaic and Potato days.
Operating model
- Revenue model
- Donor-supported. 95% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 87% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 100
- Sustainability: 50
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.7%; rating input score 81
- Program expense ratio: 100%; rating input score 100
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: 19.5%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.56; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 11.2% per year; rating input score 100; 82nd percentile among comparable filings
- Asset growth: -8.3% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: 80.7% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $77K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- 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.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.