Civic Intelligence

The Texas State Historical Association

990 • Fiscal year 2020 • EIN 74-6025220

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 15, 2021

Organization Profilewww.tshaonline.org

View Organization Page

3001 Lake Austin BlvdAustin, TX 78703

(512) 471-2600

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.40x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-3.0%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$60,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

8.8%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,131,063

Up $253,730 (+8.8%) from 2019

Net Assets

Up

$2,518,939

Up $133,143 (+5.6%) from 2019

Liabilities

Up

$612,124

Up $120,587 (+25%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin31st percentile

Revenue

Down

$1,524,927

Down $641,897 (-30%) from 2019

Expenses

Up

$1,570,530

Up $161,110 (+11%) from 2019

Net Income

Down

-$45,603

Down $803,007 (-106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,179,107Liabilities 2011: $319,063Net Assets 2011: $2,860,0442011Assets 2012: $4,362,746Liabilities 2012: $84,279Net Assets 2012: $4,278,4672012Assets 2013: $4,110,059Liabilities 2013: $106,142Net Assets 2013: $4,003,9172013Assets 2014: $5,325,530Liabilities 2014: $440,476Net Assets 2014: $4,885,0542014Assets 2015: $4,719,943Liabilities 2015: $982,299Net Assets 2015: $3,737,6442015Assets 2016: $3,339,509Liabilities 2016: $590,490Net Assets 2016: $2,749,0192016Assets 2017: $2,817,663Liabilities 2017: $677,085Net Assets 2017: $2,140,5782017Assets 2018: $2,275,217Liabilities 2018: $548,870Net Assets 2018: $1,726,3472018Assets 2019: $2,877,333Liabilities 2019: $491,537Net Assets 2019: $2,385,7962019Assets 2020: $3,131,063Liabilities 2020: $612,124Net Assets 2020: $2,518,9392020Assets 2021: $3,473,325Liabilities 2021: $337,413Net Assets 2021: $3,135,9122021Assets 2022: $2,419,984Liabilities 2022: $433,414Net Assets 2022: $1,986,5702022Assets 2023: $2,689,484Liabilities 2023: $287,606Net Assets 2023: $2,401,8782023Assets 2024: $2,643,603Liabilities 2024: $260,525Net Assets 2024: $2,383,0782024

Highlighted filing

2020

Assets$3,131,063
Liabilities$612,124
Net Assets$2,518,939
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,933,4752011Expenses 2012: $1,939,0472012Revenue 2013: $1,515,045Expenses 2013: $1,897,870Net Income 2013: -$382,8252013Revenue 2014: $2,946,540Expenses 2014: $2,092,422Net Income 2014: $854,1182014Revenue 2015: $1,987,763Expenses 2015: $2,954,794Net Income 2015: -$967,0312015Revenue 2016: $1,703,959Expenses 2016: $2,861,964Net Income 2016: -$1,158,0052016Revenue 2017: $2,196,482Expenses 2017: $2,690,694Net Income 2017: -$494,2122017Revenue 2018: $1,779,380Expenses 2018: $2,199,823Net Income 2018: -$420,4432018Revenue 2019: $2,166,824Expenses 2019: $1,409,420Net Income 2019: $757,4042019Revenue 2020: $1,524,927Expenses 2020: $1,570,530Net Income 2020: -$45,6032020Revenue 2021: $1,811,819Expenses 2021: $1,528,567Net Income 2021: $283,2522021Revenue 2022: $1,103,772Expenses 2022: $1,724,467Net Income 2022: -$620,6952022Revenue 2023: $1,905,287Expenses 2023: $1,555,500Net Income 2023: $349,7872023Revenue 2024: $1,815,096Expenses 2024: $2,097,410Net Income 2024: -$282,3142024

Highlighted filing

2020

Revenue$1,524,927
Expenses$1,570,530
Net Income-$45,603
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.1
Gross Receipts
$2,237,009
Mission and Program Overview

Mission

TSHA Publications and Digital Gateway content delivery. Program Summary (See Schedule O for details): Handbook of Texas, Southwest Historical Quarterly, TSHA Press, Texas Almanac, Legacy of Texas Online Store, Digital Gateway, Texas Day by Day Feed.

To foster the appreciation, understanding, and teaching of Texas history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,646,681$1,907,178▲ $260,497
Savings and Temporary Cash Investments$319,147$696,407▲ $377,260
Pledges and Grants Receivable$721,826$235,126▼ $486,700
Inventories for Sale or Use$62,174$83,031▲ $20,857
Cash and Non-Interest-Bearing Accounts$20,518$73,826▲ $53,308
Accounts Receivable$36,381$58,970▲ $22,589
Prepaid Expenses and Deferred Charges$32,241$51,791▲ $19,550
Land, Buildings, and Equipment, Net$38,365$24,734▼ $13,631
Total Assets$2,877,333$3,131,063▲ $253,730
Liabilities
Mortgage Notes Payable Secured by Investment Property$404,708$314,787▼ $89,921
Unsecured Notes Loans Payable-$164,972-
Accounts Payable and Accrued Expenses$86,829$132,365▲ $45,536
Total Liabilities$491,537$612,124▲ $120,587
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,385,796$2,518,939▲ $133,143
Total Liabilities and Net Assets / Fund Balance$2,877,333$3,131,063▲ $253,730

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,734$133,748$158,482
Buildings$0--
Other Land Buildings$0--
Land$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,766,677$51,956▲ $105,415-$1,907,178
2018$1,790,589$65,500▲ $25,519$100,000$1,766,677
2017$1,621,449$11,000▲ $173,008$0$1,790,589
2016$2,860,839$0▲ $250,276$310,241$1,621,449
2015$3,835,277$651,083▲ $391,863$267,384$2,860,839
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank TejaCEO until Jan 20PT$60,000-$60,000
Heather Green WootenBoard Member--$4,500$4,500

Board Members and Trustees

NameTitle
Emilio ZamoraPresident thru Mar 20
Mary Margaret McallenFirst Vice President thru Mar 20 / President starting Mar 20
Patrick L CoxSecond Vice President thru Mar 20 / First Vice President starting Mar 20
R Lance LollyTreasurer / Second Vice President starting Mar 20
Alan TullyBoard Member
Andrew H TorgetBoard Member
Carlos R Hamilton MDBoard Member
H Scott Caven JrBoard Member
Homero S VeraBoard Member
Jessica Brannon Wranosky PhDBoard Member
Kent R HanceBoard Member
Larry KetchersidBoard Member
Nancy Baker JonesBoard Member
Nancy Painter PaupBoard Member
Stephanie ColeBoard Member
Ted LusherBoard Member
Trevor Rees JonesBoard Member
Joan MarshallBoard Member starting Mar 20
Ricardo RomoBoard Member starting Mar 20
Whit Jones IIIBoard Member starting Mar 20
JP Bryan JrHonorary Life Board Member
John W CrainHonorary Life Board Member
Stephen C CookHonorary Life Board Member
Walter L Buenger PhDHonorary Life Board Member
Bill EllisCEO starting Jan 20
Sean CunninghamSecretary starting Mar 20
Thomas R PhillipsSecretary thru Mar 20
Revenue and Support

Revenue Composition

Contributions and Grants
$1,215,668
Program Service Revenue
$131,950
Investment Income
$57,385
Other Revenue
$119,924
All Other Contributions
$905,889
Change in Net Assets
$-45,603

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,028,228
Other Expenses$540,639
Total Fundraising Expense$183,251
Professional Fundraising Fees$1,663
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$571,475$80,592$80,592$732,659
Other Employee Benefits$71,939$17,517$12,772$102,228
Fees for Services Other$55,893$20,324$25,406$101,623
Current Officers, Directors, Trustees, and Key Employees$63,938$9,017$9,017$81,972
Conferences and Meetings$67,224$810$12,959$80,993
Payroll Taxes$63,524$8,032$1,460$73,016
Office Expenses$64,050$1,642$7,002$72,694
Pension Plan Contributions$24,547$6,903$6,903$38,353
Information Technology$17,158$4,448$10,168$31,774
Other Expenses$11,324$5,231$7,747$24,302
Depreciation Depletion$15,455$2,506$2,924$20,885
Interest$202$20,034$0$20,236
Royalties$20,000$0$0$20,000
Insurance$6,287$2,286$2,858$11,431
Travel$6,216$0$1,273$7,489
Advertising$6,730$0$507$7,237
Fees for Services Accounting$0$4,350$0$4,350
Fees for Services Professional Fundraising--$1,663$1,663
Total Functional Expenses$1,203,158$184,121$183,251$1,570,530

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,724
Professional Fundraising Fees$1,663

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Meeting Live Auction$124,209$22,724-$22,724
Event 2-$0-$0
Total Events$124,209$22,724$0$22,724
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
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Texas State Historical Association
EIN
74-6025220
Phone
5124712600
Address
3001 Lake Austin Blvd, Austin, TX 78703

Signing Officer

Name
Heather Wooten
Title
Executive Director
Signed
2021-07-15

Organization Details

Formed
1897
Legal Domicile
TX
Voting Board Members
23
Independent Board Members
23
Employees
21
Volunteers
230

Preparer

Firm
Montemayor Britton Bender Pc
Address
2110 B Boca Raton Suite B 102, Austin, TX 78747
Preparer
Danielle Guerrero
Phone
5124420380
Supplemental Narrative

Additional Explanations

Pt VI, Line 6:

“The Texas State Historical Association is a membership organization.”

Pt VI, Line 7A:

“The membership votes on the Board of Directors.”

Pt VI, Line 7B:

“The membership votes on the Board of Directors.”

Pt VI, Line 11B:

“The Form 990 is reviewed by the finance committee prior to the filing of the tax return.”

Pt VI, Line 12C:

“The Board of Directors receives the conflict on interest policy for their review. Board of Directors are required to disclose any conflicts. The board reviews conflicts as they arise throughout the year.”

Pt VI, Line 15A:

“The compensation for all top positions within the organization require review of comparability data with approval by the Executive Director.”

Pt III, Line 4D:

“Expenses: $309,100 including grants of: $0 Revenue: $1,730 Description: other services provided: The associations other educational services are comprised of general education programs and outreach for the public including a series of online educational tools and resources, recorded workshops, etc. through our digital gateway for state, national and international access.”

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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/PersonNm5Thomas R Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm6H Scott Caven Jr
IRS990/Form990PartVIISectionAGrp/PersonNm7Kent R Hance
IRS990/Form990PartVIISectionAGrp/PersonNm8Andrew H Torget
IRS990/Form990PartVIISectionAGrp/PersonNm9Alan Tully
IRS990/Form990PartVIISectionAGrp/PersonNm10Joan Marshall
IRS990/Form990PartVIISectionAGrp/PersonNm11Whit Jones III
IRS990/Form990PartVIISectionAGrp/PersonNm12Ricardo Romo
IRS990/Form990PartVIISectionAGrp/PersonNm13Walter L Buenger PhD
IRS990/Form990PartVIISectionAGrp/PersonNm14JP Bryan Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15John W Crain
IRS990/Form990PartVIISectionAGrp/PersonNm16Stephen C Cook
IRS990/Form990PartVIISectionAGrp/PersonNm17Nancy Baker Jones
IRS990/Form990PartVIISectionAGrp/PersonNm18Heather Green Wooten
IRS990/Form990PartVIISectionAGrp/PersonNm19Jessica Brannon Wranosky PhD
IRS990/Form990PartVIISectionAGrp/PersonNm20Stephanie Cole
IRS990/Form990PartVIISectionAGrp/PersonNm21Carlos R Hamilton MD
IRS990/Form990PartVIISectionAGrp/PersonNm22Larry Ketchersid
IRS990/Form990PartVIISectionAGrp/PersonNm23Trevor Rees Jones
IRS990/Form990PartVIISectionAGrp/PersonNm24Homero S Vera
IRS990/Form990PartVIISectionAGrp/PersonNm25Ted Lusher
IRS990/Form990PartVIISectionAGrp/PersonNm26Nancy Painter Paup
IRS990/Form990PartVIISectionAGrp/PersonNm27Frank Teja
IRS990/Form990PartVIISectionAGrp/PersonNm28Bill Ellis
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IRS990/Form990PartVIISectionAGrp/TitleTxt0First Vice President thru Mar 20 / President starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt1President thru Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt2Second Vice President thru Mar 20 / First Vice President starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer / Second Vice President starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary thru Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member starting Mar 20
IRS990/Form990PartVIISectionAGrp/TitleTxt13Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt26Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt27CEO until Jan 20
IRS990/Form990PartVIISectionAGrp/TitleTxt28CEO starting Jan 20
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,131,063
Liabilities
$612,124
Net assets
$2,518,939
Revenue
$1,524,927
Expenses
$1,570,530
Net income
-$45,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.26$2.38$1.82$2.10$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.29$2.40$1.91$1.56$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.43$1.99$1.10$1.72$0.62
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.34$3.14$1.81$1.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.61$2.52$1.52$1.57$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.49$2.39$2.17$1.41$0.76
2018Summary only. Only limited summary data is available for this year.$2.28$0.55$1.73$1.78$2.20$0.42
2017Summary only. Only limited summary data is available for this year.$2.82$0.68$2.14$2.20$2.69$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.59$2.75$1.70$2.86$1.16
2015Detailed filing. Detailed filing data is available for this year.$4.72$0.98$3.74$1.99$2.95$0.97
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.44$4.89$2.95$2.09$0.85
2013Summary only. Only limited summary data is available for this year.$4.11$0.11$4.00$1.52$1.90$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.08$4.28$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.32$2.86$1.93