Civic Intelligence

Rockwall County Historical Foundation

990EZ • Fiscal year 2024 • EIN 75-1717062

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization ProfileWWW.ROCKWALLCOUNTYMUSEUM.COM
PO Box 916Rockwall, TX 75087

(972) 722-1507

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

28th percentile

-9.0%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-5.9%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$118,190

Down $7,349 (-5.9%) from 2023

Net Assets

Down

$118,190

Down $7,262 (-5.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$80,828

Down $16,490 (-17%) from 2023

Expenses

Up

$88,090

Up $13,182 (+18%) from 2023

Net Income

Down

-$7,262

Down $29,672 (-132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2017: $45,733Net Assets 2017: $45,7332017Assets 2018: $23,595Net Assets 2018: $23,5952018Assets 2019: $31,652Net Assets 2019: $31,6522019Assets 2020: $44,283Net Assets 2020: $44,2832020Assets 2021: $52,609Net Assets 2021: $52,6092021Assets 2022: $103,087Liabilities 2022: $46Net Assets 2022: $103,0412022Assets 2023: $125,539Liabilities 2023: $87Net Assets 2023: $125,4522023Assets 2024: $118,190Net Assets 2024: $118,1902024

Highlighted filing

2024

Assets$118,190
Liabilities-
Net Assets$118,190
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $93,573Expenses 2017: $135,085Net Income 2017: -$41,5122017Revenue 2018: $78,354Expenses 2018: $100,492Net Income 2018: -$22,1382018Revenue 2019: $76,378Expenses 2019: $68,321Net Income 2019: $8,0572019Revenue 2020: $97,524Expenses 2020: $88,893Net Income 2020: $8,6312020Revenue 2021: $94,672Expenses 2021: $86,346Net Income 2021: $8,3262021Revenue 2022: $119,014Expenses 2022: $68,582Net Income 2022: $50,4322022Revenue 2023: $97,318Expenses 2023: $74,908Net Income 2023: $22,4102023Revenue 2024: $80,828Expenses 2024: $88,090Net Income 2024: -$7,2622024

Highlighted filing

2024

Revenue$80,828
Expenses$88,090
Net Income-$7,262
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$85,372
Mission and Program Overview

Mission

Preserve Rockwall County History

Program Services

DescriptionGrantsExpenses
ARCHIVE SUPPLIES ACQUIRED TO FACILITATE PUBLIC ACCESS TO HISTORICAL RECORDS-$5,571
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVAN TATEPresident-$0--
JOHNNY MYERSPresident-El-$0--
JESSICA BURGESSSecretary-$0--
MARK O'CONNORTreasurer-$0--
LINDA DEBREETrustee At L-$0--
MITCHELL BROWNTrustee At L-$0--
TIM CARLSONTrustee At L-$0--
Filing and Contact Details

Filer

Filer Name
Rockwall County Historical Foundati
EIN
75-1717062
Phone
9727221507
Address
PO BOX 916, ROCKWALL, TX 75087

Signing Officer

Name
MARK O'CONNOR
Title
Treasurer
Phone
9727221507
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Eb Tax Advisors Pllc
Address
2600 RIDGE RD, ROCKWALL, TX 75087-5511
Preparer
Bradley M Epstein
Phone
9727719411
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Rentals 975 other revenue 660 total 1,635”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 629 travel 812 insurance 11,171 bank service charges 58 dues, professional 562 payroll processing fees 683 sales tax expense 87 auto expenses 238 total 14,240”

Form 990-ez, Part II, Line 24

“Museum kitchen remodel 38,299 38,299 furniture & equipment 650 650 less accumulated depreciation 650 650 inventory 2,682 1,486 total 40,981 39,785”

Form 990-ez, Part II, Line 26

“SALES TAX PAYABLE 87 0”

Raw XML Appendix180 raw XML fields

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

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVAN TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHNNY MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA DEBREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MITCHELL BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE AT L
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE AT L
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE AT L
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040981
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039785
IRS990EZ/OtherExpensesTotalAmt014240
IRS990EZ/OtherRevenueTotalAmt01635
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE ROCKWALL COUNTY HISTORY
IRS990EZ/PrintingPublicationsPostageAmt014550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ARCHIVE SUPPLIES ACQUIRED TO FACILITATE PUBLIC ACCESS TO HISTORICAL RECORDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt053231
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03348
IRS990EZ/SpecialEventsNetIncomeLossAmt05154
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt087
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088090
IRS990EZ/TotalProgramServiceExpensesAmt05571
IRS990EZ/TotalRevenueAmt080828
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCKWALLCOUNTYMUSEUM.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INTEREST INCOME 17
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0482654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019923
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0197
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0197
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/OtherIncome509Grp/TotalAmt017
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082979
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0502791
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENTALS 975 OTHER REVENUE 660 TOTAL 1,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 629 TRAVEL 812 INSURANCE 11,171 BANK SERVICE CHARGES 58 DUES, PROFESSIONAL 562 PAYROLL PROCESSING FEES 683 SALES TAX EXPENSE 87 AUTO EXPENSES 238 TOTAL 14,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUSEUM KITCHEN REMODEL 38,299 38,299 FURNITURE & EQUIPMENT 650 650 LESS ACCUMULATED DEPRECIATION 650 650 INVENTORY 2,682 1,486 TOTAL 40,981 39,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALES TAX PAYABLE 87 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09727221507
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKWALL COUNTY HISTORICAL FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0751717062
ReturnHeader/Filer/PhoneNum09727221507
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 916
ReturnHeader/Filer/USAddress/CityNm0ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461636430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EB TAX ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKWALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750875511
ReturnHeader/PreparerPersonGrp/PhoneNum09727719411
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M EPSTEIN
ReturnHeader/ReturnTs02025-11-14T12:42:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,190
Liabilities
-
Net assets
$118,190
Revenue
$80,828
Expenses
$88,090
Net income
-$7,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.81$0.88$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.25$0.97$0.75$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.19$0.69$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.95$0.86$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.98$0.89$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.76$0.68$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.78$1.00$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.94$1.35$0.42