Civic Intelligence

Port Arthur Historical Society

EIN 23-7351604 • 501(c)3 • Port Arthur, TX

Profile

To preserve the historical heritage of

PO Box 1374Port Arthur, TX 77641-1374

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.39x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$50,016

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,647,553

Up $220,226 (+6.4%) from 2023

Liabilities

Down

$456,901

Down $356,824 (-44%) from 2023

Net Assets

Up

$3,190,652

Up $577,050 (+22%) from 2023

Revenue

Up

$1,185,792

Up $368,253 (+45%) from 2023

Expenses

Down

$608,742

Down $66,657 (-9.9%) from 2023

Net Income

Up

$577,050

Up $434,910 (+306%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,338,585Liabilities 2015: $11,852Net Assets 2015: $2,326,7332015Assets 2016: $2,351,631Liabilities 2016: $15,356Net Assets 2016: $2,336,2752016Assets 2017: $2,346,996Liabilities 2017: $28,350Net Assets 2017: $2,318,6462017Assets 2018: $2,290,538Liabilities 2018: $29,266Net Assets 2018: $2,261,2722018Assets 2019: $2,324,298Liabilities 2019: $16,857Net Assets 2019: $2,307,4412019Assets 2020: $2,417,444Liabilities 2020: $49,480Net Assets 2020: $2,367,9642020Assets 2021: $2,466,072Liabilities 2021: $11,647Net Assets 2021: $2,454,4252021Assets 2022: $2,486,213Liabilities 2022: $14,751Net Assets 2022: $2,471,4622022Assets 2023: $3,427,327Liabilities 2023: $813,725Net Assets 2023: $2,613,6022023Assets 2024: $3,647,553Liabilities 2024: $456,901Net Assets 2024: $3,190,6522024

Highlighted filing

2024

Assets$3,647,553
Liabilities$456,901
Net Assets$3,190,652

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2015: $617,635Expenses 2015: $542,900Net Income 2015: $74,7352015Revenue 2016: $570,718Expenses 2016: $587,396Net Income 2016: -$16,6782016Revenue 2017: $453,073Expenses 2017: $512,673Net Income 2017: -$59,6002017Revenue 2018: $517,502Expenses 2018: $574,876Net Income 2018: -$57,3742018Revenue 2019: $594,432Expenses 2019: $548,263Net Income 2019: $46,1692019Revenue 2020: $584,175Expenses 2020: $523,652Net Income 2020: $60,5232020Revenue 2021: $648,205Expenses 2021: $562,564Net Income 2021: $85,6412021Revenue 2022: $642,238Expenses 2022: $625,201Net Income 2022: $17,0372022Revenue 2023: $817,539Expenses 2023: $675,399Net Income 2023: $142,1402023Revenue 2024: $1,185,792Expenses 2024: $608,742Net Income 2024: $577,0502024

Highlighted filing

2024

Revenue$1,185,792
Expenses$608,742
Net Income$577,050

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$1,212,834
Mission and Program Overview

Mission

To preserve the historical heritage of the city of port arthur, texas. The society operates the museum of the gulf coast and maintains an historical property: the pompeiian villa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$483,415$973,504▲ $490,089
Pledges and Grants Receivable$1,218,102$924,102▼ $294,000
Investments in Publicly Traded Securities$432,953$440,982▲ $8,029
Land, Buildings, and Equipment, Net$226,849$244,408▲ $17,559
Inventories for Sale or Use$27,366$22,915▼ $4,451
Total Assets$3,427,327$3,647,553▲ $220,226
Other Assets Total$1,038,642$1,041,642▲ $3,000
Liabilities
Deferred Revenue$800,000$418,500▼ $381,500
Accounts Payable and Accrued Expenses$13,725$38,401▲ $24,676
Total Liabilities$813,725$456,901▼ $356,824
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,413,602$2,490,652▲ $77,050
Net Assets With Donor Restrictions$200,000$700,000▲ $500,000
Total Net Assets Fund Balance$2,613,602$3,190,652▲ $577,050
Total Liabilities and Net Assets / Fund Balance$3,427,327$3,647,553▲ $220,226

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$127,768$1,500,604-
Land$24,080--
Equipment$92,560$211,784-
Other Assets Org$1,041,642--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$532,879$161,837▲ $59,990-$754,706
2023$735,409-▲ $7,137$209,667$532,879
2022$721,096-▲ $14,313-$735,409
2021$667,873-▲ $53,223-$721,096
2020$654,352-▲ $13,521-$667,873
Compensation and Service Providers

Employees

NameTitleBaseTotal
Mr Tom NealMuseum Director$50,016$50,016

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,066,481
Program Service Revenue
$39,753
Investment Income
$51,961
Other Revenue
$27,597
All Other Contributions
$701,495
Change in Net Assets
$577,050

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$28,000Fair Value
Historical Artifacts25$3,000Estimate by Museum
Total Noncash Contributions27$31,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,185,792
Total Revenue per Audited Statements
$1,185,792
Total Revenue per Form 990
$1,185,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,945
Salaries, Compensation, and Employee Benefits$237,797
Total Fundraising Expense$14,994
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$187,781$0$0$187,781
Occupancy$79,479$0$0$79,479
Insurance$67,246$0$0$67,246
Advertising$52,148$0$0$52,148
Current Officers, Directors, Trustees, and Key Employees$50,016$0$0$50,016
Depreciation Depletion$34,291$0$0$34,291
Fees for Services Accounting$0$20,125$0$20,125
Other Expenses$0$0$14,994$14,994
Office Expenses$12,580$0$0$12,580
All Other Expenses$8,536$0$0$8,536
Travel$0$298$0$298
Interest$0$196$0$196
Total Functional Expenses$560,981$32,767$14,994$608,742

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$608,742
Total Expenses per Audited Statements$608,742
Total Expenses per Form 990$608,742
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Port Arthur Historical Society
EIN
23-7351604
Phone
4099996286
Address
PO BOX 1374, PORT ARTHUR, TX 77641-1374

Signing Officer

Name
Dr Sam Monroe
Title
President
Phone
4099996286
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Sam Monroe
Formed
1974
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
5
Volunteers
25

Preparer

Firm
Charles E Reed & Assoc PC CPAs
Address
3636 Professional Drive, Port Arthur, TX 77642
Preparer
Charles G Reed CPA
Phone
4099833277
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Society has members which pay annual dues.

Pt VI, Line 7A

Members majority vote for election of officers.

Pt VI, Line 19

Members & board of directors vote to approve governance issues.

Pt VI, Line 11B

Board president and treasurer review before filing

Pt XI

Fair market increase investments

Pt VI, Line 19

UPON REQUEST

Financial Statement Notes

Pt III, Line 4

Major collections valued when donated; value estimated/assessed by curator/museum director for annual accessions.

Pt V, Line 4

Endowment funds are to be used for maintenance of the museum and villa-both the buildings and the collectibles

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10MUSEUM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt025693
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0316136
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01212834
IRS990/GrossSalesOfInventoryAmt046610
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt067246
IRS990/InsuranceGrp/TotalAmt067246
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0196
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt0196
IRS990/InventoriesForSaleOrUseGrp/BOYAmt027366
IRS990/InventoriesForSaleOrUseGrp/EOYAmt022915
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051961
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0432953
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0440982
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01712388
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0226849
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0244408
IRS990/LandBldgEquipCostOrOtherBssAmt01956796
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt023157
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt08029
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08029
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO PRESERVE THE HISTORICAL HERITAGE OF THE CITY OF PORT ARTHUR, TEXAS. THE SOCIETY OPERATES THE MUSEUM OF THE GULF COAST AND MAINTAINS AN HISTORICAL PROPERTY: THE POMPEIIAN VILLA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02613602
IRS990/NetAssetsOrFundBalancesEOYAmt03190652
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt019568
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt019568
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02413602
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02490652
IRS990/NoncashContributionsAmt031000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt079479
IRS990/OccupancyGrp/TotalAmt079479
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt012580
IRS990/OfficeExpensesGrp/TotalAmt012580
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01038642
IRS990/OtherAssetsTotalGrp/EOYAmt01041642
IRS990/OtherExpensesGrp/Desc0SECURITY
IRS990/OtherExpensesGrp/Desc1EDUCATION PROGRAMS
IRS990/OtherExpensesGrp/Desc2DUES,SUBSCRIP,TAX,LICENSES,BANK FEE
IRS990/OtherExpensesGrp/Desc3FUNDRAISING COST
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt314994
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212148
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt035728
IRS990/OtherExpensesGrp/ProgramServicesAmt120467
IRS990/OtherExpensesGrp/ProgramServicesAmt212709
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt035728
IRS990/OtherExpensesGrp/TotalAmt120467
IRS990/OtherExpensesGrp/TotalAmt224857
IRS990/OtherExpensesGrp/TotalAmt314994
IRS990/OtherRevenueTotalAmt08029
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01218102
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0924102
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR SAM MONROE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0DOOR RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc1FACILITY RENTAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110475
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0745052
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt030795
IRS990/PYOtherExpensesAmt0428436
IRS990/PYOtherRevenueAmt0-3278
IRS990/PYProgramServiceRevenueAmt044970
IRS990/PYRevenuesLessExpensesAmt0142140
IRS990/PYSalariesCompEmpBnftPaidAmt0246963
IRS990/PYTotalExpensesAmt0675399
IRS990/PYTotalRevenueAmt0817539
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0577050
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01185792
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: GALA EVENT 2022: 64708. Description: PPP LOAN FORGIVEN 2020: 30820. Description: ERC REFUND 2022: 38766.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01036549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0701016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0441681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0440564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0492553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03112363
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021982
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt044605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0169145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0106050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0103909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0436228
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051961

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