Civic Intelligence

Mcwhiney History Education Group

990 • Fiscal year 2020 • EIN 75-2672110

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 04, 2021

Organization ProfileWWW.MCWHINEY.ORG
2100 Memorial Blvd Cmb 6253Kerrville, TX 78028

(325) 660-1752

Siviq Scores

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

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-836%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$50,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 293.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$562,728

Down $125,351 (-18%) from 2019

Net Assets

Down

$537,517

Down $141,369 (-21%) from 2019

Liabilities

Up

$25,211

Up $16,018 (+174%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

Down

$17,015

Down $125,981 (-88%) from 2019

Expenses

Down

$159,260

Down $61,217 (-28%) from 2019

Net Income

Down

-$142,245

Down $64,764 (-84%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,533,794Liabilities 2010: $27,073Net Assets 2010: $2,506,7212010Assets 2011: $2,336,936Liabilities 2011: $89,477Net Assets 2011: $2,247,4592011Assets 2012: $2,260,893Liabilities 2012: $43,439Net Assets 2012: $2,217,4542012Assets 2013: $2,335,106Liabilities 2013: $43,157Net Assets 2013: $2,291,9492013Assets 2014: $2,222,258Liabilities 2014: $47,678Net Assets 2014: $2,174,5802014Assets 2015: $2,151,212Liabilities 2015: $43,849Net Assets 2015: $2,107,3632015Assets 2016: $2,074,198Liabilities 2016: $23,308Net Assets 2016: $2,050,8902016Assets 2017: $912,644Liabilities 2017: $22,358Net Assets 2017: $890,2862017Assets 2018: $791,251Liabilities 2018: $35,262Net Assets 2018: $755,9892018Assets 2019: $688,079Liabilities 2019: $9,193Net Assets 2019: $678,8862019Assets 2020: $562,728Liabilities 2020: $25,211Net Assets 2020: $537,5172020Assets 2021: $514,223Liabilities 2021: $26,218Net Assets 2021: $488,0052021Assets 2022: $573,437Liabilities 2022: $108,307Net Assets 2022: $465,1302022Assets 2023: $647,188Liabilities 2023: $222,572Net Assets 2023: $424,6162023Assets 2024: $506,247Liabilities 2024: $81,733Net Assets 2024: $424,5142024

Highlighted filing

2020

Assets$562,728
Liabilities$25,211
Net Assets$537,517
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $398,8202010Revenue 2011: $195,047Expenses 2011: $429,163Net Income 2011: -$234,1162011Expenses 2012: $513,3852012Revenue 2013: $578,097Expenses 2013: $527,947Net Income 2013: $50,1502013Revenue 2014: $532,459Expenses 2014: $516,831Net Income 2014: $15,6282014Revenue 2015: $577,319Expenses 2015: $645,859Net Income 2015: -$68,5402015Revenue 2016: $420,987Expenses 2016: $478,975Net Income 2016: -$57,9882016Revenue 2017: $381,475Expenses 2017: $1,542,748Net Income 2017: -$1,161,2732017Revenue 2018: $95,503Expenses 2018: $231,912Net Income 2018: -$136,4092018Revenue 2019: $142,996Expenses 2019: $220,477Net Income 2019: -$77,4812019Revenue 2020: $17,015Expenses 2020: $159,260Net Income 2020: -$142,2452020Revenue 2021: $68,281Expenses 2021: $116,300Net Income 2021: -$48,0192021Revenue 2022: $107,680Expenses 2022: $148,633Net Income 2022: -$40,9532022Revenue 2023: $171,479Expenses 2023: $211,994Net Income 2023: -$40,5152023Revenue 2024: $238,227Expenses 2024: $225,830Net Income 2024: $12,3972024

Highlighted filing

2020

Revenue$17,015
Expenses$159,260
Net Income-$142,245
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 4, 2021
Return Version
2020v4.1
Gross Receipts
$79,209
Mission and Program Overview

Mission

To maintain a historical research library, publish books on history and conduct historical research; as well as maintain and operate buffalo gap historic village in order to promote and preserve the history of the area.

The mcwhiney history education group believes, as did the author voltaire, that history should teach us our duties and our rights, without appearing to teach them. With this conviction, we pursue our educational mission in the arenas of publishing, symposia, and heritage and cultural tourism in order to deliver the ideals of liberty and freedom to coming generations. The organization was formed to promote education on topics regarding the history of the middle years of the 19th century in american history topics in military history and topics in texas history and culture. It further seeks to make this information available to the public through both traditional and emerging educational channels and media.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$234,998$236,704▲ $1,706
Cash and Non-Interest-Bearing Accounts$240,554$124,345▼ $116,209
Inventories for Sale or Use$107,418$110,176▲ $2,758
Savings and Temporary Cash Investments$73,406$63,275▼ $10,131
Accounts Receivable$22,153$18,678▼ $3,475
Prepaid Expenses and Deferred Charges$9,550$9,550→ $0
Total Assets$688,079$562,728▼ $125,351
Liabilities
Other Liabilities$0$18,100▲ $18,100
Accounts Payable and Accrued Expenses$9,193$7,111▼ $2,082
Total Liabilities$9,193$25,211▲ $16,018
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$668,886$537,517▼ $131,369
Net Assets With Donor Restrictions$10,000$0▼ $10,000
Total Net Assets Fund Balance$678,886$537,517▼ $141,369
Total Liabilities and Net Assets / Fund Balance$688,079$562,728▼ $125,351

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$236,202-$236,202
Equipment$502$8,052$8,554
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan M FrazierCFOPT$50,000$50,000
Donald S Frazier PhdPresident & CEOPT$27,290$27,290

Board Members and Trustees

NameTitle
Dallas Cothrum PhdDirector
Josh WinegarnerDirector
Russell Guthrie CPADirector
William Voelter MdDirector
Stephen Dodd JdSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,006
Program Service Revenue
$7,429
Investment Income
$2,289
Other Revenue
$-709
All Other Contributions
$3,006
Change in Net Assets
$-142,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,337
Other Expenses$69,923
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$69,660$7,630-$77,290
Travel$29,549$3,283-$32,832
Payroll Taxes$5,478$590-$6,068
Other Salaries and Wages$5,979--$5,979
Fees for Services Management$4,560$1,140-$5,700
Insurance$4,372$772-$5,144
Other Expenses$768$147-$768
All Other Expenses$466$93-$559
Advertising$415--$415
Depreciation Depletion$-23$-6-$-29
Total Functional Expenses$143,304$15,956$0$159,260
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Susan M FrazierWife of PresidentEmployed as CFO and Publisher DirectorNo$50,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$18,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - a copy of form 990 will be given to all members of the governing body for review before the form 990 is filed.”

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

“Board members and employees are required to disclose annually any potential conflicts of interest. Business transactions with members or employees must be approved by the board prior to entering into the transaction.”

Form 990, Part VI, Section B, Line 15

“Compensation is approved by the board after an informal review and comparison to similar positions in the geographic region.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990s are also available at www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Mcwhiney History Education Group
EIN
75-2672110
Phone
3256601752
Address
2100 MEMORIAL BLVD CMB 6253, KERRVILLE, TX 78028

Signing Officer

Name
Donald S Frazier Ph D
Title
President
Phone
3256601752
Signed
2021-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald S Frazier Ph D
Formed
1996
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
20

Preparer

Firm
Eide Bailly Llp
Address
400 PINE ST STE 600, ABILENE, TX 79601-5190
Preparer
Michelle Beatycpa
Phone
3256724000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Tax depletion on royalty income 305. Book/tax k-1 difference 571.”

Financial Statement Notes

PART III, LINE 4:

“The mcwhiney history education group maintains a collection of art that assists in the preservation and enhancement of scholarships relevant to 19th century american history, civil war history, texas history, and global military history.”

Raw XML AppendixShowing 400 of 445 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.

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IRS990/ActivityOrMissionDesc0THE MCWHINEY HISTORY EDUCATION GROUP BELIEVES, AS DID THE AUTHOR VOLTAIRE, THAT HISTORY SHOULD TEACH US OUR DUTIES AND OUR RIGHTS, WITHOUT APPEARING TO TEACH THEM. WITH THIS CONVICTION, WE PURSUE OUR EDUCATIONAL MISSION IN THE ARENAS OF PUBLISHING, SYMPOSIA, AND HERITAGE AND CULTURAL TOURISM IN ORDER TO DELIVER THE IDEALS OF LIBERTY AND FREEDOM TO COMING GENERATIONS. THE ORGANIZATION WAS FORMED TO PROMOTE EDUCATION ON TOPICS REGARDING THE HISTORY OF THE MIDDLE YEARS OF THE 19TH CENTURY IN AMERICAN HISTORY TOPICS IN MILITARY HISTORY AND TOPICS IN TEXAS HISTORY AND CULTURE. IT FURTHER SEEKS TO MAKE THIS INFORMATION AVAILABLE TO THE PUBLIC THROUGH BOTH TRADITIONAL AND EMERGING EDUCATIONAL CHANNELS AND MEDIA.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0141552
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020408
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IRS990ScheduleA/InvestmentIncomeCYPct00.03330
IRS990ScheduleA/InvestmentIncomePYPct00.04020
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt01129
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt01074
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt0-375
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020688
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0273688
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0502
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08052
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08554
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0236202
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0236202
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MCWHINEY HISTORY EDUCATION GROUP MAINTAINS A COLLECTION OF ART THAT ASSISTS IN THE PRESERVATION AND ENHANCEMENT OF SCHOLARSHIPS RELEVANT TO 19TH CENTURY AMERICAN HISTORY, CIVIL WAR HISTORY, TEXAS HISTORY, AND GLOBAL MILITARY HISTORY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236704
IRS990ScheduleD/TotalLiabilityAmt018100
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SUSAN M FRAZIER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0WIFE OF PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYED AS CFO AND PUBLISHER DIRECTOR
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - A COPY OF FORM 990 WILL BE GIVEN TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. BUSINESS TRANSACTIONS WITH MEMBERS OR EMPLOYEES MUST BE APPROVED BY THE BOARD PRIOR TO ENTERING INTO THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS APPROVED BY THE BOARD AFTER AN INFORMAL REVIEW AND COMPARISON TO SIMILAR POSITIONS IN THE GEOGRAPHIC REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990S ARE ALSO AVAILABLE AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX DEPLETION ON ROYALTY INCOME 305. BOOK/TAX K-1 DIFFERENCE 571.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08006
IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143304
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159260
IRS990/TotalGrossUBIAmt0-348
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IRS990/TotalLiabilitiesEOYAmt025211
IRS990/TotalLiabilitiesGrp/BOYAmt09193
IRS990/TotalLiabilitiesGrp/EOYAmt025211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0678886
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03283
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Filings

Displayed year

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

Open filing
Assets
$562,728
Liabilities
$25,211
Net assets
$537,517
Revenue
$17,015
Expenses
$159,260
Net income
-$142,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.08$0.42$0.24$0.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.22$0.42$0.17$0.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.11$0.47$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.49$0.07$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.54$0.02$0.16$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.04$0.76$0.10$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$0.38$1.54$1.16
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.02$2.05$0.42$0.48$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.04$2.11$0.58$0.65$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$0.53$0.52$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.04$2.29$0.58$0.53$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.04$2.22$0.51
2011Summary only. Only limited summary data is available for this year.$2.34$0.09$2.25$0.20$0.43$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.03$2.51$0.40