HomeMy WebLinkAboutbocc.res.088.2005RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF PITKIN COUNTY,
COLORADO, APPROVING THE ASPEN HISTORIC PARK AND RECREATION
DISTRICT SERVICE PLAN
Resolution No.tg~-2005
RECITALS
The Aspen Historical Society ("Applicant") has applied to the Board of Coonty
Commissioners ("BOCC") for approval to establish the Aspen Historic Park and
Recreation District Service Plan.
The District will provide funding to the Aspen Historical Society for the management and
maintenance of the Historical Society's assests and programs, which include the
WbeeleffStallard House Museum, the Holden/Marolt Mining and Ranching Museum, the
Willoughby Park/Lift One Historic Site, the Ashcrofi Ghost Town and the Independence
Ghost Town
Tiffs application was beard before the Pianning and Zoning Commission on April 19,
2005, at which time a recommendation of approval was forwarded to the BOCC by a vote
of 4-0.
The BOCC heard this application at first reading on April 27, 2005, and Second Reading
and Public Hearing on May 1 l, 2005, at which time evidence and testimony were
presented with respect to this application.
The BOCC finds that the proposed Aspen Historic Park and Recreation District Service
Plan is appropriate pursoant to Special District Act CRS 32-1-203, et seq. The BOCC
further finds that exclusions are not in the best interest of the District.
NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners that it
hereby grants approval of the Aspen Historic Park and Recreation District Service Plan subject to
the following conditions:
Amendments to the Service Plan (attached as Exhibit A), including any expansion of the
service area, are subject to review by the Planning and Zoning Commission and approval
by the Board of County Commissioners.
Resolution No.~-2005
Page 2
NOTICE OF THE PUBLIC HEARING PUBLISHED IN THE ASPEN TIMES
WEEKLY ON APRIL 17, 2005.
APPROVED AT FIRST READING ON THE 27th DAY OF APRIL 2005.
APPROVED AT SECOND READING AND PUBLIC HEARING ON THE 25th DAY OF
MAY, 2005.
Je~
De
TEST:
ette Jones
~ty Clerk
BOARD OF COUNTY
COMMISSIOERS, PITKIN
COUNTY, COLORADO
PaUl Kay-Clapper, ~/
Chair
Date:
APPRO~Rivi:
Case #069-05
273512431801
APPROVED AS TO CONTENT:
Oi~d~-Houben,~
Community Development Director
The Aspen Historic Park and Recreation District
Service Plan
March 31, 2005
Submitted By:
The Aspen Historical Society
Fuller Consulting Services
Addendum
To the
Aspen Historic Park and Recreation District Service Plan
Juue 3, 2005
The Following Additions are made to tile above-referenced Service Plan:
Future Additional Services or District:: There is a possibility that amendment(s) to this Service Plan may
be proposed in the future to allow for the provision of traditional park and recreational services by this
District. Should that occur, the amended Service Plan will be resubmitted for review and approval by Pitkin
County. Alternatively, the Aspen Historical Society will not oppose the formation of a separate Park and
Recreation District should one be proposed in the future for the purpose of providing traditional park and
recreation services and facilities.
GOCO Funding: The Aspen Historic Park and Recreation District will not accept an anoual allocation
from tbe Great Outdoors Colorado Trust Fund and will request that any allocation assigned to them go
instead to tbe City of Aspen.
Bridge Loan: This Service Plan will be further amended to include the details of any debt assumption by
the Aspen Historical Society or by the Aspen Historic Park and Recreation District in connection with
providing operational funding for the District between the time that the District is formed and the receipt of
tax revenues, as soon as those details are available. Any such debt will also be authorized by appropriate
language to be submitted to voters.
4. Agricultural Lands: To account for the exemption of property which are zoned and assessed for
agricoltural use and which are over 40 acres in size, the Service Plan is amended as follows:
On Page 8-9, # 5, under "Revenue Pro.}ections", the "assessed valuation of the property within the District
is estimated to be $1,624,557,325" is amended to substitute the value of $1,622,444,375.
On Page 9, #6, under "Demographic and Valuation Data", the "Assessed Value as of 2004' is amended to
substitute the value of $ 1,622,444,375.
On Page 8-9, #5, under "Revenue Projections", "A mill levy of .30 mills on this property would raise
$487,489 in the first yea of collection. ~s amended to substitute the va ue of $486,854.
Aspen Historic Parks and Recreation District
Service Plan
March 25, 2005
I. Introduction
1. Summary
This Service Plan is presented in support of the formation of a Parks and Recreation District pursuant
to the Colorado Special District Act. CRS 32-1-101 et.seq. The District shall be named the Aspen
Historic Parks and Recreation District ("District"). The purpose of the District is to provide funding to
maintain the properties, programs and assets of the Aspen Historical Society (AHS). Those properties
include, but are not limited to, the following: The Wheeler/Stallard House Museum, the
Holden/Marolt Mining and Ranching Museum, the Willoughby Park/Lift One Historic Site and the
Ashcroft Ghost Town and Independence Ghost Town. These properties are both owned and leased by
the Historical Society as detailed in Section II,3.a., below. The District will enter into a contract with
AHS to provide AHS with funding in consideration of the ongoing management and maintenance of
these facilities and associated projects managed by AHS. The District will fund maintenance of those
assets and improvements within the limitations of the District's funding. The District will also fund
the staff necessary to maintain those assets and to make them available and useful to the public. In
addition, the District shall have all of the powers of a parks and recreation district as described in CRS
32-1-101 et.seq.
The District shall enter into an Agreement with AHS whereby the District would provide funding and
oversight while AHS will continue to provide the specific services described herein with existing staff
and other resources. While this Agreement will provide for an on-going relationship and permanent
relationship between the District and AHS, it will be subject to annual funding commitments from the
District. The District will provide stable funding sufficient to support basic AHS services, as defined
herein. The District will also provide financial oversight and accountability mechanisms to assure that
District funds are used appropriately. The relationship between the District and AHS will require that
AHS demonstrate how it is fulfilling the requirements of this Service Plan in a way that is predictable,
public and ongoing. District funding will normalize operations and allow AHS activities at
professional levels.
The proposed Aspen Historic Parks and Recreation District is located in Pitkin County and includes
the City of Aspen, the Town of Snowmass Village, and unincorporated parts of Pitkin County
between Independence Pass and Watson Divide. A map of the proposed District boundary is attached.
The boundaries are coincident with, and identical to, the boundaries of the Aspen School District.
The District is proposed as a means of funding the activities and maintaining the assets of the Aspen
Historical Society. This proposal is aimed at meeting several significant needs, including:
· Providing a stable funding base that will assure that AttS continues to have access to a baseline
funding level that will maintain and preserve its current assets and programs.
· Assurance that minimum standards of asset and property maintenance will be met.
· Assurance that the Historical Society's archives, artifacts, records and collection will be properly
stored and cared for in accordance with applicable industry standards.
· Assurance that properties and facilities will continue to be available to the public and adequately
staffed.
· Fiscal and management oversight that will assure that AHS resources are used responsibly and in
a way that can be justified to the taxpayers
· Accountability and openness are requirements of governmental agencies such as Special
Districts. Meeting these requirements will provide opportunities for the District and AHS to
review, evaluate, adjust and justify their budgeting and asset management policies.
The provision of these services will benefit the current and future residents of the District as
follows:
· Important and irreplaceable community facilities and assets will be maintained by AHS in
a professional and predictable manner to assure their preservation into the distant future.
· AHS will maintain appropriate staff levels to provide program, maintenance and
management activities.
· The District will be eligible for Colorado Trust Fund distributions in addition to other
sources of funding.
· AHS programs and activities, including classes, interpretive services and other community
outreach and educational activities will be continued. These community interaction
activities are important to educate the Town's residents and visitors about the history and
heritage of the Aspen area.
· The District will be eligible for lower interest rates should it need to borrow money for any
purpose in the future subject to need and District Board direction.
· The District will collect operating and debt service revenues in the form of property taxes, which
will be deductible for property owners within the District, thereby providing tax benefits.
· The District's activities will fall under the protection of the Colorado Governmental Immunity
Act, thereby reducing the liability exposure and insurance costs that would otherwise fall to the
Historical Society.
,, The District will provide comprehensive, professional, thorough and predictable financial
management of the revenues collected by the District according to statutory accounting and
bookkeeping standards.
· AHS will have the stable funding base necessary to provide historical preservation and
programming resources to other entities in the Roaring Fork Valley with similar interests.
2. Organization
a.) Statutor~ Requirements
CRS 32-1-101, et seq., provides that proposed Parks and Recreation Districts must submit a Service
Plan to the County in which they are to be organized. The County Commissioners may approve the
Service Plan if it demonstrates the following:
There is sufficient and future need for the services to be provided by the District.
Existing services within the proposed District are inadequate for future needs.
The proposed District is capable of providing services efficiently and effectively.
The District has the financial capability to provide services.
The District Service Plan is consistent with adopted state or local Master Plans relating to
land use, water quantity, water quality, or other relevant elements of the Service Plan.
b.) Organizing Committee Members
The Organizing Committee is the Board of Trustees of the Aspen Historical Society as follows:
2
Jackie Kasabach, President
Dwayne Romero - Vice President
Ken Hammerle - Treasurer
Judy Bleiler - Secretary
Jim Moran
Carl Bergman
Gall Nichols
Jenna Weatherred
Mary Anne Meyer
Nick Coates
Mary Eshbaugh Hayes
Peter Helbum
Vince Lahey
Lee Mulcahy
c.) District Counsel
Robert M. Noone, Esq,
The Noone Law Firm
1001 Grand Avenue, Suite 207
Glenwood Springs, CO 81601
d.) Planning Consultant
Mark Fuller
Fuller Consulting Services
0238 Fawn Drive
Carbondale, CO 81623
II. Service Plan
I. Background
The Aspen Historical Society was founded in 1963 by a group of Aspen citizens who were concerned
about the loss of historic buildings, artifacts and resources resulting from the transition of the town
from a sleepy mining village into a modern ski resort. The Society's purpose was, and is, to collect,
preserve, restore and display the memorabilia of a l/undred plus years of the history of Aspen and the
upper Roaring Fork Valley and to educate the public regarding that history. Organized as a 501(c)(3)
non-profit, the Society has relied largely on local volunteers to carry out this mission.
In 1964-66, the Society organized and displayed historic artifacts in the Wheeler Opera House and the
Aspen City Hall, and in 1968 the Society leased the Wheeler\Stallard House from the Aspen Institute.
The house opened as a museum in January, 1969, and later that year the Society succeeded in raising
sufficient funds to buy the house outright. The Wheeler\Stallard Museum, located at 620 West Bleeker
Street in Aspen, has been the Society's headquarters and most important facility since then. In 1974,
the Society was granted a permit to manage the Ashcroft Ghost Town located on National Forest
property at the head of the Castle Creek Valley. The Historical Society was the first private non-profit
to be granted a management permit for a National Historic Property located wholly within a National
Forest. In 1982 the Society was granted a similar permit for management of the Independence Ghost
Town on Independence Pass.
In 1976, the Society raised $24,000 to build the Wheeler\Stallard Carriage House to provide storage
and archive space. In 1989, the Society was granted a 75-year lease on the Holden\Marolt Barn site
just west of Castle Creek with a 76% approval vote. The barn was restored and opened in 2003 as a
mining and ranching museum. In 1991, the Society added to its facilities with another long-term lease
from the City of Aspen for Willoughby Park, the original Lift One loading station at the base of Aspen
Mountain. This time the approval percentage from the electorate was 81%.
Currently all Aspen Historical Society facilities and sites are open to the public in the summer months,
and the Wheeler\Stallard Museum is open year-round. It is anticipated that the Holden\Marolt Museum
will also be open year-round in the near future. Various programs, activities and projects are also
carried out on a year-round basis. Further details regarding the Society's facilities and programs are
provided in Section II, below.
In 2002, the Historical Society encountered economic difficulties due to a number of factors. Among
the factors contributing to the crisis were overexpansion of facilities and staff, drop-off in
contributions, as long-time supporters left the valley, and several capital improvement and repair
projects that were outside the normal budget. In addition, the Society's volunteer base was severely
eroded by down-valley migration and lack of success in recruiting volunteers from new residents. The
Society was threatened with severe cutbacks in programs and facilities or with complete collapse. In
2004, after struggling to address its economic problems and enduring significant staff and Board
turnover, the Society approached the City of Aspen and Pitkin County for assistance and ,,vas granted a
one-time contribution of $276,000, sufficient to meet Historical Society bare minimum needs for one
year. This contribution was conditional on the Society working in 2005 to establish a permanent and
secure funding base that would allow it to continue to function at its normal level. After researching
several alternative strategies, the Society determined, in late 2004, to pursue establishment of a Special
District that would provide a means for the community to fund AHS operations through a property tax.
There are several types of Special Districts, but the Parks and Recreation District is the only one that
includes historic and cultural facilities preservation and management within its authorized scope of
activities. As noted elsewhere in this Service Plan, it is the intention of the proposed District to support
historic preservation, maintenance and program activities only, and not to pursue other park and
recreation-related activities. In light of the District's intent and purpose of supporting the activities of
AHS, this Service Plan is aimed at characterizing those activities and illustrating how the District's
funding will match the needs of AHS.
2. Location
As noted above, the Aspen Historical Society headquarters is located at the Wheeler/Stallard Museum,
620 West Bleeker, Aspen, Colorado 81611. Other AHS facilities are located at various places around
Aspen and the upper Roaring Fork Valley. Appendices [ & Il, below, include maps showing the
locations of the Society's various facilities. It is anticipated that the Society will provide ot'fice space
and staff' to the proposed District, so District offices will also be located at the Wheeler/Stallard
Museum.
3. Need for Service
There is no other entity in the upper Roaring Fork Valley that provides services comparable to those
provided by the Aspen Historical Society. The U.S. Forest Service and the City of Aspen have
demonstrated their dependence on AHS for these services by way of their permitting and leasing,
4
respectively, various facilities to AHS for management. The local schools and colleges (i.e. Colorado
Mountain College) do not provide historic preservation or programming services nor do other local
non-profit organizations. Local schools currently depend on AHS to provide educational
programming on local history. Local cultural organizations, such as the Wheeler Associates, the
Music Associates of Aspen, and the Aspen Institute do not provide historic preservation services.
Although the proposed District would overlap or be contiguous with several Special Districts, none of
these Districts includes historic preservation or historically-oriented recreation within its service plan.
There is no other Parks and Recreation District in the upper valley. The City of Aspen currently
provides general recreational facilities and services such as playing fields, golf course, swimming pool
and various traditional recreational and sports-oriented programs. The Parks and Recreation District
proposed herein does not intend to provide any recreational services or activities beyond those
currently provided by the Aspen Historical Society, so there would be no actual redundancy between
the activities described in this Service Plan and those provided by the City of Aspen. It is safe to say
that the services and facilities currently provided by AHS would be lost to the public should AHS
cease to exist. Since 2004, AHS has been funded by their usual private contributions and by a one-
time contribution of $276,000 from Pitkin County and the City of Aspen. This contribution was
granted on the condition that AHS establish a permanent and dependable source of funding and this
District Service Plan is a response to that requirement.
a. Historic Facilities
AHS currently owns, leases or manages under permit the following facilities:
Wheeler/Stallard Museum, Carriage House and Grounds, 620 West Bleeker Street, City of
Aspen. This facility consists of a fully-restored 1888 Victorian mansion that currently houses
historic artifacts, exhibits, and the AHS offices. The Carriage House houses more than 6,000
artifacts, 13,000 historic photographs and 3,500 other archival papers. The Wheeler/Stallard
grounds consist of nearly an entire city block including a lush garden that is available for
public events and gatherings.
Holden/Marolt Museum, 40180 Highway 82. This property includes 1.9 acres of grounds
located on the Marolt Open Space that was originally part of the Lixiviation Works (ore
processing facility) that was built on the site in 1891. The barn was later converted for
ranching by the Marolt family after the Lixiviation Works were closed in 1904. The barn has
been restored and now houses mining and ranching artifacts from the area and a model of the
site from the 1890's.
Willoughby Park, 700 South Aspen Street, Aspen. The site includes the Lift One Loading
Station, the site ol' Aspen's first chairlift on Aspen Mountain. Willoughby Park has been
discussed as the possible site for a future ski museum. Currently, the existing building on site
is used to store portions of the AHS collection.
Ashcroft Ghost Town, located 11 miles south of Aspen on Castle Creek Road. Ashcroft is a
restored and preserved ghost town located on a site of approximately 9 acres just adjacent to
the Castle Creek Road and wholly within the White River National Forest. Ashcroft was one
of the first settlements in the Roaring Fork Valley and once had a population of 2,000. AHS
has managed the site under a permit from the US Forest Service since 1974. AHS offers
guided tours of the property in cooperation with the Aspen Center for Environmental Studies
during the summer months. An extensive archeological survey to establish the true boundaries
of the town is currently underway, supported by a grant from the Colorado Historical Society.
Independence Ghost Town, located 13.5 miles east of Aspen on Highway 82. The Town of
Independence was founded in 1879 and had a year-round population of miners and merchants
until 1899. AHS has managed this site under a Forest Service Permit since 1982. Self-guided
tours of this site are available.
All of the above sites are on the National and Colorado Registers of Historic Properties, and
the Wheeler/Stallard Museum, Holden/Marolt Barn and Lift One Loading Station are on the
City of Aspen's Inventory of Historic Sites and Structures.
b. Programs, Activities and Projects
AHS carries out a number of ongoing activities that are aimed at preserving local history, fostering
a sense of appreciation for local history, and providing the public an opportunity to interact with
local historic resources. These activities include the following:
Wheeler/Stallard House Tours. The Wheeler/Stallard Museum is the site of the
Historical Society's permanent exhibits plus various revolving exhibits. Tours of the
House are available five days per week all year. A fee of $6.00 per adult or $3.00 for
children 12 and under is charged. (NOTE: $5.00 for seniors)
School Tours. AHS offers tours and stories of local history to local third and fourth grade
school classes, which include local history as part of their standard curriculum.
Holden/Marolt Tours: The Holden/Marolt Mining & Ranching Museum offers tours of
mining and ranching artifacts five days per week on a seasonal basis. There is a fee of
$6.00 for adults and $3.00 for children 12 and under.
West End Walking Tours. Trained volunteer guides lead visitors through Aspen's
historic West End neighborhood to learn about local history, landmark buildings, and
Victorian architecture. These tours are offered during the summer months. There is a
charge of $10 per person or $250 for private group tours.
Ghost Town Tours. AHS offers tours of Ashcroft during the summer months at a cost of
$3.00 per person. Self-guided tours of Independence Ghost Town are also available
seasonally.
Trunk Shows. AHS provides specialized collections of mining, native American and
ranching artifacts for educational purposes. Each "trunk" includes lesson plans,
worksheets, handouts and customized curricula. These trunks are available for classrooms
and private groups upon request.
Grounds Rental. The Wheeler/Stallard Museum grounds and the HolderffMarolt grounds
are made available for special events such as parties, weddings and benefits. These
facilities can accommodate up to 250 people and can be rented during the summer and
early fall months with the cost variable depending on the size of the event.
Slide Shows. AHS makes slide shows and presenters available on a variety of topics,
including Aspen history, mining, ski history and Ashcroft Ghost Town. Slide shows are
available for $200 on weekdays and $300 on weekends.
6
Other Events and Activities. AHS puts on other social and educational events annually,
which are intended to inform or engage residents and visitors. These events include:
> Old Timers Party
> Lectures, Classes, Workshops and Seminars
> Fundraising Events with Historical Themes
> Annual Celebrate History Week
> Holiday Community Events at the Museums
Scholarly and Archival Activities: AHS carries out the following activities in connection
with maintenance of archives, providing access to archives, and maintaining contacts with
other organizations with similar or supporting missions:
> Coordination with other Historic organizations, local and national
> Scholarly research services
> Historic resource inquiries
> Visitor Services
4. Population Trends
The current population within the proposed District boundaries is approximately 8,342. Population
trends within the District boundaries indicate a growth rate of approximately 2.4 % per year (source:
Colorado Dept. of Local Affairs/State Demographer's Office). Assuming that this growth rate
continues, District population can be expected to grow to 9,392 in five years and 10,572 in ten years.
5. District Organization
The District will be organized according to the provisions of Title 32, Article 1, Colorado Revised
Statutes, and any other applicable laws and regulations. The District will be managed by a five-person
board of directors who will be elected at large according to applicable statutes and regulations. A
slate of directors will be proposed for inclusion on the ballot that will also be the venue for District
Organization. It is anticipated that the candidates for directors of the District will also be members of,
or affiliated with, the Aspen Historical Society, thus assuring a strong affinity between the District
and AHS. The Board will exercise all powers and authority granted to the District by the law and will
conduct its operations in accordance with statutory requirements.
III. Intergovernmental relations
The District will coordinate its activities and operations with those of the 'City of Aspen, the U.S.
Forest Service, Pitkin County and other government agencies and jurisdictions to the extent that such
coordination will be necessary in order to carry out the District's obligation, be mutually beneficial, or
be required by applicable statutes or regulations. The District will make a special effort to coordinate
with the City of Aspen and the Town of Snowmass Village to assure that District activities, programs
and facilities do not conflict with, or duplicate the recreational activities and facilities provided by the
City. The District boundaries overlap with those of other Special Districts, including the Aspen
School District, the Aspen Volunteer Fire District, the Colorado River Water Conservation District
and several other Districts with specific and non-conflicting purposes. The District will obtain all
necessary land use and building permits from Pitkin County prior to undertaking any projects or
construction. The District will coordinate annually with the County Assessor and County Clerk to
assure that property taxes are collected and delivered to the District according to established
procedures.
IV. Facilities and Programs
A. General Responsibilities
The District will enter into a contract with AHS requiring that AHS carry out the following general
responsibilities:
Maintain all current facilities of the Aspen Historical Society and upgrade or improve
those facilities when necessary and when funding allows.
Maintain all current programs, projects and activities of the Aspen Historical Society and
expand or improve those programs, etc. when necessary and when funding allows.
Provide public services in the form of access to, use of, and interaction with the Society's
resources, including but not limited to, physical facilities, historic records and archives,
exhibits, displays, artifacts and activities.
AHS will work towards accreditation under appropriate state and federal guidelines. Such
accreditation will improve AHS' credibility and fundraising opportunities.
B. Facilities
The District will not own any facilities in its own name. AHS will continue to own and maintain the
facilities and properties described above. Those facilities may be changed, expanded or improved in
keeping with AHS strategic plans, projects or activities. Any new facilities will be reviewed and
approved in keeping with applicable codes and regulations. AHS will coordinate all activities,
projects and programs with the District to assure compliance with this Service Plan.
C. Financial Summary
This section describes the general nature, basis and method of funding, and debt and mill levy
limitations associated with the District's activities.
1. Debt Limitation
This Service Plan does not propose to issue debt at this time. If the District determines that borrowing
is necessary in the future, that debt issuance will be subject of an amendment to this Service Plan and
an election to authorize that borrowing. Therefore no debt limit is proposed at this time.
2. Debt Issuance
As noted above, there is no debt issuance proposed at this time.
3. District Revenue
The mill levy to support operating expenses is expected to be .30 mills per property. It is anticipated
that this mill levy will generate approximately $487,489.00 as of the first year of collection. It is
anticipated that this amount will rise as development and assessed valuation increases in future years.
4. Security for Debt
No debt issuance is proposed at this time
5. Revenue Projections
The 2004 assessed valuation of the property within the District is estimated to be $1,624,557,325. A
mill levy of .30 mills on this property would raise $487,489 in the first year of collection. Typical
income from other sources, including grants, sales of merchandise, admission fees, conservation trust
fund distributions, and contributions, total approximately $273,000/year. Thus total District income in
the first year of collection would be approximately $753,000
6. Demographic and Valuation Data
Population - Minimum 8,342, Maximum 9,000
Assessed Value as of 2004 - $1,624,557,325
7. Bonding Costs
N/A
8. Capital and Maintenance Costs
District Maintenance Costs are as follows:
Wages and Benefits
Insurance
Utilities
Fundraising
General Maintenance & Equipment
Office, Travel & Public Relations
Professional Services
Other
TOTAL
-$385,622
-$ 23,999
-$ 16,400
- $ 13,493
- $ 34,922
- $ 28,515
-$ 21,115
-$ 92,414
-$616,480
In addition to the expenses noted above, AHS will be obligated to repay local government or other
entities for operating expenses during the first year of District operation prior to tax revenue
availability. The difference of approximately $136,520 between the anticipated District revenue and
expenditures is reserved for this repayment.
9. Impact per household
Actual property value of $200,000 = assessed value of $15,917.60 = $4.77 additional taxes/year
Actual property value of $500,000= $11.93 additional taxes/year
Actual property value of $1,000,000 = $23.87 additional taxes/year
Actual property value of $2,500,000 = $59.69 additional taxes/year
10. Expenditures
District expenditures will generally conform to those categories noted above.
VIII. Annual Report
Upon request, the District will submit an Annual Report to local governments within one hundred and
twenty (120) days from the conclusion of the District's fiscal year, which will coincide with the
calendar year. The Annual Report may include some or all of the following information:
9
a. Boundary changes made or proposed
b. Intergovernmental Agreements concluded or pending
c. Changes or pending changes in District policies
d. Changes or pending changes in District operations, responsibilities and activities
e. Status of District staffing and operating costs
f. Status of construction or planning projects underway
g. Significant changes in District finances, including a summary balance sheet
h. Status of any litigation involving the District
i. General plans for the upcoming year
j. Current assessed valuation in the District
k. Status of District Board members including term, attendance at Board meetings, voting
records and Board member comments on District operations.
I. Records of District facility usage, water usage, traffic counts, population, and other
indicators of activity within the District.
m. Other matters of interest or concern including public input and environmental issues.
IX. Modification of Service Plan
The District will obtain the approval of the counties within the District before making any material
modifications to this Service Plan. Material modifications include changes to the basic or essential
nature of the District including, but not limited to, changes to the services or programs undertaken by
the District, planned dissolution of the District, changes in debt limits, changes in revenue sources, or
increases or reductions in the land area under District responsibility. County approval will not be
sought, and is not necessary, to modify the terms of financing instruments or to change the methods
and procedures for carrying out services and activities included in this Service Plan.
X. Disclosure
The Organizers and the District will take steps to ensure that the developers of property located within
the District provide written notice upon closing to purchasers of land regarding the existence of taxes
imposed by the District. The District will record a statement against the property within the District at
such time as the property is legally included therein, giving notice to the existence of the District.
XI. Board of Directors
The Organizers propose the following qualified electors of the District to serve as the Board of
Directors of the District upon election and approval of the District:
Name Proposed Term
XXXX 4 years
XXXX 4 years
XXXX 2 years
10
XXXX 2 years
XXXX 2 years
All Directors will be elected At Large, although the District will attempt to encourage representation
from the different neighborhoods within the District.
XII. Appendix
Appendix I - AHS In-Town Facilities Map
Appendix II - AHS Rural Pitkin County Facilities Map
Appendix III - Proposed District Boundaries Map
Appendix IV - AHS Program Information
Appendix V - AHS Budget Information
11
Appendix I - Aspen Historical Society Facilities in the City of Aspen
Holden - Marolt Museum
Wheeler-Stallard Museum
2005 Mal~Quest. com, Inc.; ~ 2005 GDT.
Appendix II - Aspen Historical Society Facilities in rural Pitkin County
Ca~o~lale
~3arlield k~ oB??alt
0F::::~4km4ml
Holy cross city°
20115 MapQuest.eom, Inc.; ~ 2005 GDT, hac
: CMmlSo~ Mill
~Ashcro~t .- _ ~ Lak~
Ashcm~ Ghost To~ lnde~ndence Ghost Trim
/7
Appendix III
PROPOSED ASPEN
PARK & RECREATION
HISTORIC DISTRICT
This map/drawing/image is a graphical representation
of t~e features depicted and is not a legal
representation. The accuracy may change
depending on the enlargement or reduction.
Copyright 2005 Aspen/Piikin GIS
S
0 1
I ~
Miles
Appendix IV
Aspen Historical Society Description of Programs
The Aspen Histodcel Society has two museum sites in town: the W~eeler/Stallard Museum and the Holden/Maroit Mining
and Ranching Museum which am open to the public. Additionally, the AHS oversees the management of two area ghost mining towns:
Ashcmft and Independence, in partnership with the Aspen Center for Environmental Studies (ACES) on U.S.F.S. property.
The AHS offers many collaborative programs available to the public at various locations in the Aspen area.
Wheeter/Staliard Museum - Victorian House Toum, Seasonal: Tues - Sat. 1- 5 pm ( $6.00 adults, seniors $5.00, kids $3.00)
Jerome B. Wheeler built a house on the 600 block of Bleeker Street in 1888, though apparenily he never moved in.
After several short-term residents, Edgar and Mary Ella Staliard occupied the home for most of the first hall of the
20th Century. In 1968, the Aspen Historical Society took possession of the home, which now serves as a
spectacular setting for revolving exhibits about Aspen history as well as headquar~rs for the Aspen Historical
Society, its archives and collections.
Whseler/Staltard Museum Archives and Collection - Tuesdays. Saturdays 1- 5 pm (by appointment)
Extensive Collections & Archives-artifacts, photographs, oral histories, newspapers since 1881, manuscripts
films, and videos. Located in the Carriage House on the Wheeler/Stellerd property at 620 West Bleeker Street.
Full-time archivist available for research and assistenco to public both in person and on-lins.
Element, aW School Tours of the WhselerlStaltsrd and HoldsnlMarolt Museums (by appointment)
As part of the third and fourth grade curriculum requirements to study Colorado and Aspen history, the AHS
partners with the Aspen School District offedng tours to groups of students. Accompanied by parents and
teachers, these guided tours are often enhanced by a storytelling presentation by AHS volunteer and local
historian, Larry Frederick, who weaves tales of real historical figures into the museum's exhibit and slide show.
Holden/MaroR Mining and Ranching Museum- Seasonal: Tues.- SaL 1pm to 5 pm (cost $6.00 adults, $5.00 seniom, Idde $3.00)
In 1891 the bam was part of the extensive Hoiden Lixiviation (ore processing) Mill. Years later, it was also used
for ranching by the Marolt family after the mill ceased to operate. Today, the bam houses the AHS's nsw Mining and
Ranching Museum. Location: 40180 H~ghway 82, Aspen, CO. The Hoiden/Marelt site has been made available as a
result of support from 76% of voters and subsequent long-term lease approved by the City of Aspen.
Wast End Walking Tours - Mid-June through Labor Day (cost: $10/person; $250, private)
Trained volunteer historical guides lead visitors through the histedc West End of Aspen. Participants learn about landmark
buildings and Victorian architecture, and hear intriguing stories of Aspen's cutorful past. Tours begin at Wheeler/Stallard
Museum and end at the Hotel Jerome, downtown.
Grounds Rentals - for special events/weddings (WheetarlStaliard Victorian Mansion)
Lccated in AsPSn's quiet, historic West End, the lush gardens of this Queen Anne style Victorian mansion offers an
elegant setting for receptions, benefits, weddings, and theme psrties for all age groups. Grounds are designated to
accommodate parties of up to 250. Available dates are: June to early October. Fees are determined by scope of event.
Grounds Rentals - for special events/weddings (Holden/Marolt Barn)
Located at the edge of Aspen and surrounded by beautiful, mountainous views, the grounds of the Holden/Marolt barn offer
a casual and unusual setting for spsr~al events of all types and themes for all agas. Grounds are dasigsatad to
accommodate parties of up to 250. Call the Wheeler/Stallerd for cost; fees are determined by scope of event. Available dates
are June to early October.
Grounds Rentals- for special eventa~seddings (Ashcroft Ghost Town site)
The upper Castle Creek Valley serves as a majestic backdrop for those seeking a remote site for an event. Resbictions
are in place to protect the fragile grounds. Call the Wheeler/Stallard for cost; fees are determined by scope of event. Avail-
able dates are June to early October.
Historical Period 'Trunk Shows' by request, (fee: $50/day; schools and not-for-profit: $25)
Participants leam about mining, native settlers, and ranching in these specialized trunk collections. Each trunk container
includes lesson plans, worksheets and hand-outs on ar[ifacts. Additionally, each trunk provides integrated curriculum.
Slide Shows of Aspen History-with presenter: ($200 weekdays, $300 weekends)
A vadety of slide show presentations are available on topics such as: Aspen's history, mining, architecture, recreation, ski
history, and Ashcroff Ghost Town. Available for private programs with a knowledgeable presenter included.
AHS Description of Programs 3/3112005 I /q
Year-round self-guided Downtown Tours- (brochure available at Visitors' Centers and WIS Museum)
A detai~ed map with narrative is available for $2.00 at the Museum and Aspen's Visitor Center locations. Par~cipants can
read and visit the 29 locations in Aspen's downtown core and five West End structures. All sites are currently operated as
businesses or ars homes and offer the visitor a 'view into the past' as most of these locations have transformed themselves
in their current use, while maint~ioing their historical, architectural integrity.
*Ashcroft Ghost Town- tours 1lam; I pm and 3pm -Dates: Mid-June to Labor day, cost $3.00
Ashcrsfl's historic ghost town is located in the pristine Castle Creek Valley, 11 miles south of Aspen on Castle Creek Road.
Learn about the history of the Castle Creek Valley: from the early Ute settlements, to the mining era, to its current function
as a trailhead access to numerous wildemess mutes. Open Seasonally; tours offered daily flors Mid -June through
August. September tours are weekends only.
*Independence Ghost Town- Self-guided tours- Mid-June to Labor Day
Located 13.5 miles east of Aspen on Highway 82 at Independence Pass; this 1878 mining town is open daily for self-guided
tours. Accessible whenever independence Pass is open. (Note: Independence Pass is closed from approximately
Thanksgiving to Memorial Day.)
*Special Note: Independence and Ashcroff Ghost Town sitse ars managed by the ^HS, under a long-term lease agreement
with the U.S.F.S. Efforts in restoration and interprstation are made possible by the joint efforts of the AHS, the U.S.F.S and
the Aspen Center for Environmental Studies.
Future "Aspen Ski History Museum" at Lift One
The Aspen Histodcal Society is in the early planning stages of a new ski museum that will be located in Willoughby Pad(. The
museum, to be located on the site of the origina~ Lift One in downtown Aspen, will complete the triangle of lecal history
museums. Willoughby Pad< site is available as a result of a tong-term lease approved by 81% of the Aspen city voters.
AHS Description of Programs 3/31/20052
2009 EVENTS BY MONTH
January 2005 - On-going Programs at City sites only.
February 2005 - On-going Programs at City Sites Only.
Viqnter Lecture Series: Moat events held at ihe Mountain Chate~ 555 East Dureet StreeL Lectures beqin at 6:00
Tuesday, February 1, 2005:
Annie G. Coleman, lecture and book signing: Ski Style: Spod & Culture in the Rockies- (This event held at the Elk's Club~
Tuesday, February 8, 2005:
Tmvor Washko, Mayor of Ashcreff: 'q'he Story of Ashcroff: Silver, Skiing & Stewardship"
Tuesday, February 15, 2005:
Earl Elmont, 'INoody Creek: The italian Connection"
Tuesday, February 22, 2005:
Duke Richey, Ph.D. candidate in History, Univemity of CO, "Aspen and the Quaking Leaf: Place, Nature & Image-Making
in America's Ski Town."
March 2005 - On-Going Programs at City Sites Only.
Celebrate History Week: March 27 - APril 2
Sunday, March 27, 2005:
Annual Easter Egg Hunt at the WheelerlStallard Museum Grounds. Participants enjoy egg hunting, refreshments and
special prizes. For children to age 8 years. Families are welcome. No charge.
Monday, March 28, 2005:
Proclamation by City Council "Celebrate History Week" 5:00 pm Aspen City Council Chambers, City Hall
Tuesday, March 29, 2005:
Geneology Workshop 3:00pm - 5:00 pm, Wheeler/Stailard Archives. Fee:S10.00 Space is limited to 10.
Aspen HtstoHcat Society Night at the Wheeler Opera House- Classic Ski Films - 7:00 pm- Reception to follow; free
Wednesday, March 30, 2005:
WheelerlStatlard Museum Open House- refreshments and flee museum tours from 1:00 - 5:00 pm. Free shuttle to the
museum is provided by the City of Aspen, departing from Ruboy Park.
Thursday, March 31, 2009:
Holdan/Marolt Mining and Ranching Museum- Open House- refreshments and free tours from 1:{30 -5:00 pm.
A free shuttle to the museum is provided by the City of Aspen, departing from Rupey Park.
Friday, April 1, 2005
1947 Red Onion Revisited: Apre' ski party from 4 - 6 pm. Enjoy 1947 menu prices during happy hour; games and prizes.
sPecial guest appearance by Johnny Litchfield, original owner and master sto~teller. No cover charge.
Saturday, April 2, 2005
Archival Scrapbook and Heirloom Care Workshop* Wheeler/Stalisrd Museum-Archives 10am -12n; childcare provided.
April 2005 The WheelerlStallard Museum and Archives, Holden/Mamlt Bam- by appointment
May 2005 The Wheeler/Stallard Museum and Archives, HoldenlMarolt Barn- by appointment
June 2005 - Summer Season Begins - All Sites Open.
Saturday, June 4, 2005,
Community Yard Sale- Wheeler/Stallard Museum Grounds. Bring your treasures to sell or trade. Reserved tables are
availabld. Tax deductible items also may bo donated to benefit the AHS. Items from the collection will not be sold.
Saturday June 11- time TBD
Freddie Ftscher's Birthday Celebration- at the Red Onion
Mid- June TBA
Tea and Booksigning for Martie. Long-time Aspen resident and author Martha Sterling- will be our guest at the
WheeledSta#ard Museum for a tea and witt be signing her recent historical fiction book entitled, "Pearly Evedasting."
Summer Art Camps for Kids - Varied Dates
Aspen Ad Museum (AAM) and the AHS are collaborating on a number of art camps for summer 2005. To register for these
camps, call the AAM at 920-2623. Camps are designed for school-age children, grades l - 4. Fees vary according to act-
tivifies and matedats selected by the inatrucb3r(s). *An additional studio fee of $25 is added fo each course fee. (See/tAM
summer 2005 brochure for more information about regis~tion. ) Note: all classes will be held at the t4/heeler/Stallerd
Museum, 620 Vi4 Bleeker Street.
AHS Description of Programs
3/31/2005 3~/
Monday - Friday, June 20 - 24, 2005
Birds, Bugs and Flowers: Weekday mornings, 9:30 am to 'I2N
Discover how Mother Nature has designed flowem, bird and insects to work together by studying the artwork of John
James Audubon, an accomplished artist as well as keen observer of birds and nature. In this course, students will press
wildflowers, create pencil and charcoal drawings, paint with watercolor and ac~lica, construct mixed media crafts.
Grades 1-4. Instructor, Penny Greenwe~; tuition:S110 non-membem $95 members.
July 2005 - All Sites Open
Tuesday evenings, July 5, 12, 19, 26 2005, Tentative
Summer Speaker Series: Tuesday evenings, 5:15 pm to 6:30 pm - Details TBA
Saturdays: July 9, 16, 23, 30
Playing with the Past: Saturday morning camps 9:30am - 12 N, for kids to explore poineer crafts and games. Holpen/Maroit
Barn. School aged children will discover pioneer projects such as soapmaking, candlemaking, butter churning, etc.
The Artist in the Garden:
WeekSesson 1- Tuesday, - Friday, July 5 - 8, 2005, from 9:30 am to t 2 N (no classes held Monday, July 4)
SessionsSeeelon 2 -Monday - FHday, July 25 - 29, from 9:30 am to t2 N
Inspired by the beauty of nature, padicipants will create art for their gardens, including wind
chimes, watercolor drawings, felt pastel pillows, floral ceramic tiles, painted flower pots, and wire garden sculptures.
For children grades 1- 3. Tuition: Session 1:*$90; AAM and AHS Members $75; Sessions 2 & 3:*$110; ~ and AHS
members $95. All sessions: Studio fee: $25. Instructom: Penny Greenwell, Sarah Hemme, and Traci 8atchelor.
Week Monday - FHday, July tt - 15, 2005
Seeslon Exploring Art in Aspen: Discover Aspen's a~ful past as we sketch and paint landscapes of Aspen's West End,
decoupage picture frames, construct soft sculptures, paint pastel pillows, play lawn games, read stedes and make fresh
lemonade.9:30 am - 12n. For children grades 1 - 3; Instructor: Penny Greenwell; Tuition; $110; ~ & AHS members- *$95;
Week Monday - Friday, July 18 - 22, 2005
Session Birds, Bugs and Flowers: (See description, above)
August 2005 - All Sites Open
Tuesday evenings, August 2, 9, 16, 23 2005, Tentative
Summer Speaker Series: Tuesday evenings, 5:15 pm to 6:30 pm - Details TBA
Saturday, August 6, 2005 - time 12 to 3
Ice Cream Social: A community tradition, join the members of the AHS on W/S Museum grounds for refrsshments/games.
Saturdays, August 6, t3, 20 2005
Playing with the Past: Holden/Maroit Barn (see decription, above)
Monday - Friday, August 8 - 12, 2005.
The Artist in the Garden: (See description, above)
Wednesday, August 17, 2005, 4 - 6 pm
Vintage Hat and Tea Party-An attemoon tea in the W/S garden to honor lifetime local, Peggy Rowland, famous for her hat
collection. The party witl feature hats of all designs for aH sorts of occasions and attitudes.
September 2005 - See On-going programs
Saturday, September 3rd - 4 pm to Sundown.
Old Timer Dinner - Buttermilk Ski Area (by invitation) Call for information about qualilying.
Monday, September 5th - 9 to Noon
Old Timer Brunch - Buttermilk Ski Area (by invitation)
Saturday, September 17th - Noon to 5 pm. Tentative
HarvestFeet Community Picnic - Holden/Maroit
October 2005 -WheelerlStallard Museum and Archives, HoldenlMamlt Bam- by appointment
November 2005 - WheelerlStallard Museum and Archives, HoldenlMarolt Barn- by appointment
December 2005
See On-going programs
Cookie Exchange and Book Sale- TBD (tentatively Saturday, December 3)
The third annual Holiday Cooke Exchange and Book sale combines the talent of local bakers and authors. Published authors
bring copies of their tifles to sell and to personalize for holiday giving. A percentage of sales benefits the AHS. In the tradition
of the community 'bake some and take some' holiday cookies are exchanged among local bakers. This is a gmat time to
enjoy free admission to the Wheeier/Stallard Museum, d~ssed in Victorian holiday d6cor.
Holiday Homes Tour- TBD
AHS Description of Programs 3/31/2005
Appendix V
Aspen Historical Society
-- Projected Budget - fy 2005 to 2011
ORDINARY INCOME/EXPENSE i
-- 2004-2005 fy fy fy fy PERCEN1 fy fy PERCENT
CURRENT 2005-200{ 2006-2007 2007-200~ 2008-2009 of WHOLE 2009-2010 _~010-201~ of WHOLE
INCOME
5000 - CONTRIBUTED INCOME
5010 - Board Gifts 5,000 5,00( 5,150 5,305 5,464 0.7°/; 5,628 5,79(; 0.7%
5015 - Major Gifts 22,000 25,00( 35,000 36,050 37,132 4.6o/; 38,245 39,39.' 4.6%
5020 - Supporters
5020.1 - Rogular 50,000 50,000 51,50(~ 53,045 54,635 6.8% 56,275 59,000 6.9~
5020.2 - Business 4,000 4,000 4,12(; 4,244 4,371 0.5% 4,502 4,637 0.5~
5020.3 - National Council 55,00C 40,000 41,20(; 42,436 43,/09 5.4% 48,50(~ 49,955 5.8%
5020.4 - Cash 0.0% O,O°A
5020.5 - Memorial/Special Occasions 0.0% O.O°A
;100 - GRANTS & TAX INCOME
5110 - Foundation Grants 10,00(; 10,000 25,00(; 25,750 26,52.! 3.3% 27,31(; 28,138 3.~A
5120 - Government Grants 311,00£ 30,000 30,90( 31,827 32,782 4.1% 33,76." 34,778 4.0~
5130 - Special District Income 487,000 501,610 516,65E 64.4% 532,15E 548,123 63.7°/;
5200 - SPECIAL EVENTS
5210- Ticket Revenue 29,00( 30,000 ._ 30,900 31,827 32,78;- 4.1% 33,765 34,778 4.0%
5220- Underwriting Income 12,500 15,000 15,450 15,914 16,391 2.0% _ 16,883 17,389 2.0%
5230 - Merchandise Income 500 500 515 53(~ 546 0.1% 563 580 0.1%
5240 - Merchandise COS -300 -300 -309 -318 -328 0.0% -338 -348 0.0%
5250 - Event Expenses -27,900 -30,000 -30,900 -31,827 -32,782 ~4.1% -33,765 -34,778 -4.0%
5200 TOTAL- Net Special Event Income 13,800 15,20~ 1~5,656 16,125 16,609 2.1% _17,108 17,621 2.0%
5300 - EARNED INCOME
5310 - Admissions 20,000 20,60(; 22,660 24,92E 27,419 3.4~ 28,2_41 29,088 3.4%
5320 - Collection Income
5320.1 - Archive Fees 3,500 3,6~ 3,713 3,82." 3,939 0.5°A 4,057 4,17.c 0.5%
5320.2 - Accession Income 0 0 0.0°A 0 0.0%
5320.3 - Collection Income 0 0 0.0°/; 0 0.0~
5320.4 - Exhibit income 0 0 0.0°/; 0 0.0%
5330 - Program Fees 2,500 2,57.~ 2,652 2,732 2,814 0.4°/; 4,500 4,63E 0.5%
5340 - Ground Rental Fees 8,000 8,24( 15,000 15,450 15,914 2.0o/; 20,000 20,60( 2,4%
5350 - Gift Shop
5350,1 - Gift Shop Sales 10,000 10,300 20,000 20,600 21,218 2.6% 21,855 22,510 2.6%
5350.2 - Gift Shop COS -8,409 -8,652 -10,00(~ -10,300 -10,609 -1.3% -10,927 -11,255 -1.3%
5350 TOTAL - Net Gift Shop Income 1,600 1,648 10,00(; 10,300 10,609 1.3% 10_,927 11,255 1,3%
5360 - Photographs
5360.1 - Photograph Sales 3,50(; 3,605 6,00(; 6,180 6,365 0.8% 6,55(~ 6,753 0.8°A
5360.2 - Photograph COS -1,00(; -1,030 -2,50~ -~,575 -2,652 -0.3% -2,732 -2,814 -0.3~'~
5369 - Net Photograph Income 2,50(; 2,575 3,50(; 3,605 3,713 0.5% 3,825 3,939 0.5~
5300 - Earned Income Other
TOTAL INCOME: 508,90~ 218,443 753,05t 777,229 802,29t 100.0% 835,05~ 86'1,138 100.0~
EXPENSE
6500 - Admin - Wages and Benefits (3.0 FTE's
6500,1 - Salaries and Wages 143,27( 156,900 161,607' 166,455 171,44c. 21.4% 181,592 187,040 21.7°/;
6500.2 - Health Insurance 11,700 12,051 12,413 12,7~ 1.6% 13,16E 13,564 1.6~/;
6500.3 - Payro_ll Tax 1 ! ,768 12,121 12,485 12,859~ 1,6% 13,619 14,028 1.6%
6500.4 - Other Benefits 0 0 0 0 0.0% 0 0 0.0%
6500.5 - (b) Matching 6,276 6,464 6,658 6,858 0.9% 7,264 _ 7,482 __. 0.9%
6000 - Overhead / Administration
6005 - Accounting / Legal 8,000 10,000 10,300 10,609 10,927 1.4% 11,255 11,593 1.3%
6010 -Advertising 7,150 18,000 18,540 19,096 19,669 2.5% 20,259 20,867 2.4%
6015 - Bank Charges 3,000 3,09(~ 3,183 3,278 3,377 0.4% 3,478 3,582 0.4%
6020 - Board of Directors ~[xp 500 1,00C 1,030 1,061 1,093 0.lea 1,126 1,159 0.1%
602~ Fundraising/E ntertainment 6,500 6,50(; 6,695 6,89E 7,103 0.9% 7,316 7,53E 0.9%
6030 - Collections Expense 4,320 3,00(; 3,090 3,183 3,278 0.4~ 5,000 5,15(; 0.6%
6030.1 -Archives 1,500 1,545 1,591 1,63c. 1,688 0.2°A 5,000 5,15¢ 0.6%
6030.2 - Assession 0 2,000 2,06(; 2,122 0.3~ 5,000 5,15(;
6030.3 - Exhibit 500 1,50(; 3,000 3,09( 3,183 0.4°A 6,278 6,46~ 0.8%
6500 - Collections - Wages and Benefits (2.0 FTE's - increase to 3 FTE in 2009/2010) __
6500.1 - Salaries and Wages 88,356 99,76(; 102,753 105,83.~ 109,010 13.6°~ 16_3,281 ~1~'g,17.c 19.5%
6500.2 - Health Insurance 7,20(; 7,416 7,63E _ 7,868 1.0~/; 10,800 11,12~ 1.3%
650(~ - Payroll Tax 7,48~ 7,706 7,938 8,t76 1.0% 12,2~ 12,61." 1.5~o/o
6500.4 - Other Benefit~- 0! 0 0 0 0,0% 0 0.0%
SDA Budget Final Review
3/31/200511:04 AM
2004-2005 fy fy fy fy PERCEN1 fy fy PERCENT
CURRENT 2005-200( 2006-2007 2007-200~ 2008-200c~ of WHOLE 2009-2010 2010-201" of WHOLE
6500.5 - (b) Matching 3,79( 3,904 4,021 4,141 0.5°/` 6,306 6,49{ 0.8%
6040 - Dues/Subscriptions/Media 1,000 1,030 1,800 1,854 1,910 0.2% 1,967 2,026 02°£
6045 - Equipment 1,200 1,236 1,273 1,311 1,351 0.2% 1,391 1,433 0.2°/~
6045.1 Copier 8,000 8,240 8,487 8,742 9,004 1.1% 5,000 5,150 0.6'~
6045.2 - Postage Meter 2,300 2,369 2,44(; 2,513 2,58c~ 0.3% 2,666 2,746 0.3%
6050 - Grounds Rental Expense 1,500 1,545 1,591 1,639 1,68~ 0.2% 1,73S 1,791 0.2'~
6060 - Interest Paid (LOAN REPAYMENT) 3,500 136,52(; 142,202 143,21." 17.9% - 45,588 0 0.0°~
6065 - Internet Access 2,30C 2,369 2,44( 2,513 2,58.c 0,3% 2,66E 2,746 0.3°~
6070 - Insurance
6070.1 - Liability 23,000 20,000 20,60( 21,218 21,855 2.7% 22,51C 23,185 2.7%
6070.2 - Worker's Comp 2,000 1,500 1,545 1,591 1,639 0.2% 1,68( 1,739 0.2%
6070.3 - Directors 5,50( 1,80a 1,854 1,910 1,967 0.2% 2,026 2,087 0.2%
6075 - Miscellaneous 1,000 1,030 1,061 1,093 1,126 0.1% 1,159 1,194 0.1%
6080 - Repairs & Maintainence 2,000 2,060 2,122 2,185 -2,251 0.3% 2,319 2,388 0.~oo
-- 6081 - Payroll Expenses 2,500 2,575 2,652 2,73'; 2,814 0.4% 2,898 2,98~ 0.3%
6085 - Postage 6,600 6,600 6,798 7,00~ 7,212 0.9o/~ 7,428 7,651 0.9%
6090 - printing 6,500 6,69.~ 6,896 7,102 7,316 0.9% 7,535 7,761 0.9°/.
6095 - Professional Services 2,000 3,000 3,090 3,18~ 3,278 0.4o,~ 3,377 3,47~ 0.4~
6500 - Program/Education Wages & Benefits (1.6 FTE's - increae to 2 FTE in 2009/2010)
6500.1 - Salaries and Wages 74,960 60,000! 61,800 63,654 65,564 8.2o~ 95,636 98,50`= 11.4%
6500.2 - Health Insurance 4,320 4,450 4,583 4,721 0.6% 6,240 6,42i 0.7%
6500.3 - Payroll Tax 5,175 5,330 5,4u0 5,655 0.7% 7,173 7,388 0.9%
6500.4 - Other Benefits 0 0 0 0 0.0% a 0 0.0",~
6500.5 - (b) Matching 0 (; 0 (; 0.0% 1,800 1,854 0.2°~
6200 -Prograrn Expenses 5,250 30,000 30,90C 31,827 37,782 4.7% 38,915 40,083 4.7°~
6105 - Public Relations 5,000 3,000 3,09C .~,183 3,27~ 0.4% 3,377 3,478 0.4~
6110 - Site Expense 15,55C 20,000 20,600 21,218 21,85~ 2.7% 22,51C 23,185 2.7~.(
6115_ Special District Expenses 40,000 7,500 7,72`= 7,957 8,19.~ 1.0% -8,441 8,695 1.0°/`
6120 - Supplies 3,50C 4,500 4,63.= 4,774 4,917 0.6% 5,06~ 5,217 0.6°/,
6125 - Technology 2,800 5,000 5,15( 5,305 5,46z 0.7% 5,62~ 5,796 0.7~
6130 - Telephone 4,000 4,120 4,24z 4,371 4,502 0.6% 4,637 4,776 0.6%
6135 - Training/Professional Travel 4,50( 5,000 5,150 5,305 5,464 0.7% 5,62( 10,000 1.2%
6140 - UtiJities 15,40( 15,862 16,338 16,828 17,333 2.2% 17,853 18,388 2.1%
6150 - Capital Reserve Account 0.0% 1,702 45,541 5.3~e/e
6160 - Contingency @ not quite 3% 0 18,465 19,019 19,59(; 20,177 2.5% 25,500 26,265 3.1~/~/~
TOTAL EXPENSE: 504,956 594,502 753,08t 777,229 802,291 t00.0% 835,050 861,138 100.0~/
NET 3,944 -376,059; 0 0 0 0.0% 0 0 0.0%
',IOTES:
I. Budget uses 3% inflation nurnper from year to year except where specific change can be documented.
Z. Special Distdct percentage of whole income will be reduced as earned income and contribution increase.
~,. Special Events for community e ~x~e_,''t~l to break even not serve as fund-raisers in order to assure community wide access.
~.. Collection expenses increase n anticipation of geanng up for accreditation by Amedcan Association of Museums.
5. Program expenses increase in anticipation of gearing up for accreditation by AAM. J I
~. FTE's increase for Collections and Education/Program payroll after debt is paid off in anticipation of accreditation by ~a,M. I
7. Capital Reserve Account begins funding in fiscal year 08/09, end will increaase on par with a Reserve Fund Study to be completed NLT _
scalyaar07/08. I I I