Civic Intelligence

Texas State History Museum Foundation

990 • Fiscal year 2015 • EIN 74-2916783

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 09, 2016

1800 N Congress Ave 4th FloorAustin, TX 78711

(512) 320-8204

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$101,250

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

66th percentile

5.3%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

91%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,880,238

Up $298,180 (+5.3%) from 2014

Net Assets

Up

$5,870,238

Up $288,222 (+5.2%) from 2014

Liabilities

Up

$10,000

Up $9,958 (+23710%) from 2014

Revenue

Up

$2,689,130

Up $1,282,960 (+91%) from 2014

Expenses

Up

$2,275,260

Up $529,474 (+30%) from 2014

Net Income

Up

$413,870

Up $753,486 (+222%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $3,152,583Liabilities 2010: $87,501Net Assets 2010: $3,065,0822010Assets 2011: $3,578,817Liabilities 2011: $103,735Net Assets 2011: $3,475,0822011Assets 2012: $3,963,379Liabilities 2012: $328,563Net Assets 2012: $3,634,8162012Assets 2013: $6,937,042Liabilities 2013: $1,132,950Net Assets 2013: $5,804,0922013Assets 2014: $5,582,058Liabilities 2014: $42Net Assets 2014: $5,582,0162014Assets 2015: $5,880,238Liabilities 2015: $10,000Net Assets 2015: $5,870,2382015Assets 2016: $6,780,340Liabilities 2016: $8,602Net Assets 2016: $6,771,7382016Assets 2017: $7,340,742Liabilities 2017: $12,825Net Assets 2017: $7,327,9172017Assets 2018: $7,282,028Liabilities 2018: $65,139Net Assets 2018: $7,216,8892018Assets 2019: $5,474,221Liabilities 2019: $106,398Net Assets 2019: $5,367,8232019Assets 2020: $6,445,281Liabilities 2020: $30,911Net Assets 2020: $6,414,3702020Assets 2021: $7,835,749Liabilities 2021: $31,848Net Assets 2021: $7,803,9012021Assets 2022: $7,079,346Liabilities 2022: $34,945Net Assets 2022: $7,044,4012022Assets 2023: $8,097,729Liabilities 2023: $292,669Net Assets 2023: $7,805,0602023Assets 2024: $9,317,894Liabilities 2024: $21,606Net Assets 2024: $9,296,2882024

Highlighted filing

2015

Assets$5,880,238
Liabilities$10,000
Net Assets$5,870,238

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $751,7952010Revenue 2011: $1,280,987Expenses 2011: $870,987Net Income 2011: $410,0002011Revenue 2012: $1,238,248Expenses 2012: $1,285,339Net Income 2012: -$47,0912012Revenue 2013: $4,014,212Expenses 2013: $2,432,480Net Income 2013: $1,581,7322013Revenue 2014: $1,406,170Expenses 2014: $1,745,786Net Income 2014: -$339,6162014Revenue 2015: $2,689,130Expenses 2015: $2,275,260Net Income 2015: $413,8702015Revenue 2016: $1,519,883Expenses 2016: $805,870Net Income 2016: $714,0132016Revenue 2017: $1,327,463Expenses 2017: $959,226Net Income 2017: $368,2372017Revenue 2018: $2,096,361Expenses 2018: $2,448,430Net Income 2018: -$352,0692018Revenue 2019: $1,533,767Expenses 2019: $3,582,982Net Income 2019: -$2,049,2152019Revenue 2020: $1,187,983Expenses 2020: $916,401Net Income 2020: $271,5822020Revenue 2021: $1,207,733Expenses 2021: $619,688Net Income 2021: $588,0452021Revenue 2022: $1,226,020Expenses 2022: $717,158Net Income 2022: $508,8622022Revenue 2023: $1,097,528Expenses 2023: $882,937Net Income 2023: $214,5912023Revenue 2024: $1,590,256Expenses 2024: $966,025Net Income 2024: $624,2312024

Highlighted filing

2015

Revenue$2,689,130
Expenses$2,275,260
Net Income$413,870
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$2,689,130
Mission and Program Overview

Mission

To promote awareness of and raise funds to support the bob bullock texas state history museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,325,177$3,058,048▼ $267,129
Pledges and Grants Receivable$1,106,668$1,506,945▲ $400,277
Cash and Non-Interest-Bearing Accounts$769,384$879,632▲ $110,248
Savings and Temporary Cash Investments$378,829$435,613▲ $56,784
Prepaid Expenses and Deferred Charges$2,000--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$5,582,058$5,880,238▲ $298,180
Liabilities
Accounts Payable and Accrued Expenses$42$10,000▲ $9,958
Total Liabilities$42$10,000▲ $9,958
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,712,631$2,800,316▲ $87,685
Permanently Rstr Net Assets$2,075,401$2,081,592▲ $6,191
Unrestricted Net Assets$793,984$988,330▲ $194,346
Total Net Assets Fund Balance$5,582,016$5,870,238▲ $288,222
Total Liabilities and Net Assets / Fund Balance$5,582,058$5,880,238▲ $298,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,805$2,805
Investment Program Related Org$535,283--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,262,830-▼ $63,401-$3,199,429
2013$3,218,700-▲ $170,713-$3,262,830
2012$2,759,438-▲ $650,827-$3,218,700
2011$2,665,132-▲ $262,018-$2,759,438
2010$2,773,343-▼ $108,150-$2,665,132
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jacqui SchraadExecutive DirecFT$101,250$101,250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,626,948
Program Service Revenue
$0
Investment Income
$62,182
Other Revenue
$0
All Other Contributions
$2,626,948
Change in Net Assets
$413,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,689,130
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-85,635
Total Revenue per Audited Statements
$2,603,495
Total Revenue per Form 990
$2,689,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,589,427
Other Expenses$479,555
Salaries, Compensation, and Employee Benefits$206,278
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,589,427--$1,589,427
Current Officers, Directors, Trustees, and Key Employees$80,200$20,050-$100,250
Other Salaries and Wages$68,388$16,138-$84,526
Fees for Services Accounting-$55,803-$55,803
All Other Expenses$13,302$38,408-$51,710
Fees for Service Investment Mgmnt Fees-$20,416-$20,416
Other Expenses$73,863$18,450-$18,450
Payroll Taxes$11,641$2,835-$14,476
Fees for Services Other$972$10,018-$10,990
Insurance-$7,437-$7,437
Other Employee Benefits$5,650$1,376-$7,026
Information Technology-$1,843-$1,843
Travel-$833-$833
Total Functional Expenses$2,028,833$246,427$0$2,275,260

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,315,273
Expenses per Audited Statements$2,275,260
Total Expenses per Form 990$2,275,260
Expenses Not Reported on Form 990$40,013
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas State History MusuemAustin, TX-General Support$1,584,261
Midland IsdMidland, TX-Field Trip to Museum$5,166
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Line 11a explanation - the organization's form 990 is reviewed by the executive director and the audit committee, approved by the executive committee, and provided to all board members before being filed.

Form 990, Part VI, Section B, Line 12C

All trustees complete conflict of interest forms annually. The forms are reviewed by the audit committee.

Form 990, Part VI, Section C, Line 19

The organization makes its form 990 available for public inspection upon request and through other websites such as www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Texas State History Museum Foundation
EIN
74-2916783
Phone
5123208204
Address
1800 N CONGRESS AVE 4TH FLOOR, AUSTIN, TX 78711

Signing Officer

Name
Jacqui Schraad
Title
Executive Director
Phone
5123208204
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
TX
Voting Board Members
29
Independent Board Members
29
Employees
4
Volunteers
0

Preparer

Firm
W Hamilton & Co Pllc
Address
8303 N MOPAC EXPY SUITE A-120, AUSTIN, TX 78759
Preparer
Michael Wareham CPA
Phone
5126717711
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The intended use of the endowment is to support exhibits and education programs at the texas state history museum. This is accomplished by using a percentage of the endowment earnings each year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31101250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EX- OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24GALA CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt25SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30EX- OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt31EXECUTIVE DIREC
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantAmt01589427
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01589427
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01589427
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02689130
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt029
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01843
IRS990/InformationTechnologyGrp/TotalAmt01843
IRS990/InsuranceGrp/ManagementAndGeneralAmt07437
IRS990/InsuranceGrp/TotalAmt07437
IRS990/InvestmentIncomeGrp/ExclusionAmt062182
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062182
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt03325177
IRS990/InvestmentsProgramRelatedGrp/EOYAmt03058048
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02805
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02805
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE AWARENESS OF AND RAISE FUNDS TO SUPPORT THE BOB BULLOCK TEXAS STATE HISTORY MUSEUM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05582016
IRS990/NetAssetsOrFundBalancesEOYAmt05870238
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IRS990/NetUnrlzdGainsLossesInvstAmt0-125648
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01376
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05650
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07026
IRS990/OtherExpensesGrp/Desc0GALA
IRS990/OtherExpensesGrp/Desc1FUNDRAISING SUPPORT
IRS990/OtherExpensesGrp/Desc2WRITE OFF OF BAD DEBTS
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118450
IRS990/OtherExpensesGrp/ProgramServicesAmt0185390
IRS990/OtherExpensesGrp/ProgramServicesAmt173863
IRS990/OtherExpensesGrp/TotalAmt0185390
IRS990/OtherExpensesGrp/TotalAmt173863
IRS990/OtherExpensesGrp/TotalAmt252820
IRS990/OtherExpensesGrp/TotalAmt318450
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016138
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068388
IRS990/OtherSalariesAndWagesGrp/TotalAmt084526
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02835
IRS990/PayrollTaxesGrp/ProgramServicesAmt011641
IRS990/PayrollTaxesGrp/TotalAmt014476
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02075401
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02081592
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01106668
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01506945
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02000
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01352688

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.32$0.02$9.30$1.59$0.97$0.62
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.29$7.81$1.10$0.88$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.08$0.03$7.04$1.23$0.72$0.51
2021Detailed filing. Detailed filing data is available for this year.$7.84$0.03$7.80$1.21$0.62$0.59
2020Detailed filing. Detailed filing data is available for this year.$6.45$0.03$6.41$1.19$0.92$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.47$0.11$5.37$1.53$3.58$2.05
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.07$7.22$2.10$2.45$0.35
2017Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.33$1.33$0.96$0.37
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.01$6.77$1.52$0.81$0.71
2015Detailed filing. Detailed filing data is available for this year.$5.88$0.01$5.87$2.69$2.28$0.41
2014Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$1.41$1.75$0.34
2013Detailed filing. Detailed filing data is available for this year.$6.94$1.13$5.80$4.01$2.43$1.58
2012Summary only. Only limited summary data is available for this year.$3.96$0.33$3.63$1.24$1.29$0.05
2011Summary only. Only limited summary data is available for this year.$3.58$0.10$3.48$1.28$0.87$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.09$3.07$0.75