Civic Intelligence

Jefferson Library & Museum Assn

EIN 75-6036534 • 501(c)3 • Jefferson, TX

Profile

PUBLIC LIBRARY

301 W Lafayette StJefferson, TX 75657

www.jeffersoncarnegielibrary.com

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$882,257

Up $32,013 (+3.8%) from 2023

Liabilities

Up

$50

Up $9 (+22%) from 2023

Net Assets

Up

$882,207

Up $32,004 (+3.8%) from 2023

Revenue

Up

$146,451

Up $18,186 (+14%) from 2023

Expenses

Down

$169,099

Down $11,439 (-6.3%) from 2023

Net Income

Up

-$22,648

Up $29,625 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $611,390Liabilities 2010: $2,351Net Assets 2010: $609,0392010Assets 2011: $591,304Liabilities 2011: $1,865Net Assets 2011: $589,4392011Assets 2012: $595,459Liabilities 2012: $2,264Net Assets 2012: $593,1952012Assets 2013: $579,179Liabilities 2013: $2,208Net Assets 2013: $576,9712013Assets 2014: $572,600Liabilities 2014: $1,316Net Assets 2014: $571,2842014Assets 2015: $574,201Liabilities 2015: $1,124Net Assets 2015: $573,0772015Assets 2016: $585,761Liabilities 2016: $1,318Net Assets 2016: $584,4432016Assets 2017: $594,783Liabilities 2017: $1,337Net Assets 2017: $593,4462017Assets 2018: $626,164Liabilities 2018: $52Net Assets 2018: $626,1122018Assets 2019: $650,911Liabilities 2019: $89Net Assets 2019: $650,8222019Assets 2020: $640,990Liabilities 2020: $11,522Net Assets 2020: $629,4682020Assets 2021: $644,667Liabilities 2021: $31Net Assets 2021: $644,6362021Assets 2022: $925,222Liabilities 2022: $36Net Assets 2022: $925,1862022Assets 2023: $850,244Liabilities 2023: $41Net Assets 2023: $850,2032023Assets 2024: $882,257Liabilities 2024: $50Net Assets 2024: $882,2072024

Highlighted filing

2024

Assets$882,257
Liabilities$50
Net Assets$882,207

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $115,975Expenses 2010: $115,173Net Income 2010: $8022010Revenue 2011: $76,843Expenses 2011: $96,443Net Income 2011: -$19,6002011Revenue 2012: $94,755Expenses 2012: $90,999Net Income 2012: $3,7562012Revenue 2013: $109,924Expenses 2013: $126,148Net Income 2013: -$16,2242013Revenue 2014: $96,931Expenses 2014: $102,618Net Income 2014: -$5,6872014Revenue 2015: $122,195Expenses 2015: $120,402Net Income 2015: $1,7932015Revenue 2016: $128,325Expenses 2016: $116,959Net Income 2016: $11,3662016Revenue 2017: $128,201Expenses 2017: $119,198Net Income 2017: $9,0032017Revenue 2018: $158,146Expenses 2018: $125,480Net Income 2018: $32,6662018Revenue 2019: $147,456Expenses 2019: $122,746Net Income 2019: $24,7102019Revenue 2020: $94,239Expenses 2020: $115,593Net Income 2020: -$21,3542020Revenue 2021: $144,142Expenses 2021: $128,974Net Income 2021: $15,1682021Revenue 2022: $176,125Expenses 2022: $174,686Net Income 2022: $1,4392022Revenue 2023: $128,265Expenses 2023: $180,538Net Income 2023: -$52,2732023Revenue 2024: $146,451Expenses 2024: $169,099Net Income 2024: -$22,6482024

Highlighted filing

2024

Revenue$146,451
Expenses$169,099
Net Income-$22,648

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.82$0.00$8.82$1.46$1.69$0.23
2023Summary only. Only limited summary data is available for this year.$8.50$0.00$8.50$1.28$1.81$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$0.00$9.25$1.76$1.75$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$1.44$1.29$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.12$6.29$0.94$1.16$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$1.47$1.23$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$1.58$1.25$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.01$5.93$1.28$1.19$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.01$5.84$1.28$1.17$0.11
2015Summary only. Only limited summary data is available for this year.$5.74$0.01$5.73$1.22$1.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.01$5.71$0.97$1.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.02$5.77$1.10$1.26$0.16
2012Summary only. Only limited summary data is available for this year.$5.95$0.02$5.93$0.95$0.91$0.04
2011Summary only. Only limited summary data is available for this year.$5.91$0.02$5.89$0.77$0.96$0.20
2010Summary only. Only limited summary data is available for this year.$6.11$0.02$6.09$1.16$1.15$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$146,451
Mission and Program Overview

Mission

PUBLIC LIBRARY

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$490,769$496,610▲ $5,841
Investments in Publicly Traded Securities$297,477$338,722▲ $41,245
Cash and Non-Interest-Bearing Accounts$23,815$25,621▲ $1,806
Savings and Temporary Cash Investments$38,183$21,304▼ $16,879
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$850,244$882,257▲ $32,013
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$41$50▲ $9
Total Liabilities$41$50▲ $9
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$549,919$540,798▼ $9,121
Net Assets With Donor Restrictions$300,284$341,409▲ $41,125
Total Net Assets Fund Balance$850,203$882,207▲ $32,004
Total Liabilities and Net Assets / Fund Balance$850,244$882,257▲ $32,013

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$404,171$205,558$609,729
Buildings$90,000-$90,000
Equipment$1,439$74,876$76,315
Other Land Buildings-$2,388$2,388
Land$1,000-$1,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stacy MillsPresident
Victor PerotVice President
Harold BlairDirector
India StanberryDirector
Ted McKinnonDirector
Tony JonesSecretary
Cathey BrannonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,741
Program Service Revenue
$10,910
Investment Income
$15,800
Other Revenue
$0
All Other Contributions
$87,241
Change in Net Assets
$-22,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,659
Other Expenses$76,440
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,074--$86,074
Occupancy$31,335--$31,335
Depreciation Depletion$22,441--$22,441
Insurance$9,358--$9,358
Payroll Taxes$6,585--$6,585
Fees for Services Accounting$2,325--$2,325
Advertising$1,220--$1,220
All Other Expenses$1,126--$1,126
Office Expenses$1,085--$1,085
Other Expenses$744--$744
Fees for Services Other$565--$565
Total Functional Expenses$169,099$0$0$169,099
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 11B

A copy of Form 990 will be reviewed at the next board meeting.

Form 990, Part VI, Section C, Line 19

All governing documents, policies, and financial statements are available upon request during regular business hours.

Filing and Contact Details

Filer

Filer Name
Jefferson Library & Museum Association
EIN
75-6036534
Phone
9036658911
Address
301 W Lafayette St, Jefferson, TX 75657

Signing Officer

Name
Peter Kuchta
Title
Library Director
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
20

Preparer

Firm
Knuckols Duvall Hallum & Co
Address
204 S Wellington, Marshall, TX 75670
Preparer
Michael Hallum CPA
Phone
9039380331
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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/OtherSalariesAndWagesGrp/TotalAmt086074
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06585
IRS990/PayrollTaxesGrp/TotalAmt06585
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Library Services
IRS990/ProgramServiceRevenueGrp/Desc1Rentals
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0109446
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013498
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IRS990/PYOtherExpensesAmt090257
IRS990/PYProgramServiceRevenueAmt05321
IRS990/PYRevenuesLessExpensesAmt0-52273
IRS990/PYSalariesCompEmpBnftPaidAmt090281
IRS990/PYTotalExpensesAmt0180538
IRS990/PYTotalRevenueAmt0128265
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IRS990/ReconcilationRevenueExpnssAmt0-22648
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038183
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0109446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0116384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0568851
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0776
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044533
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92740
IRS990ScheduleA/PublicSupportPY170Pct00.95200
IRS990ScheduleA/PublicSupportTotal170Amt0568851
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109446
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0568851
IRS990ScheduleA/TotalSupportAmt0613384
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt090000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt090000
IRS990ScheduleD/EquipmentGrp/BookValueAmt01439
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074876
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt076315
IRS990ScheduleD/LandGrp/BookValueAmt01000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0404171
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0205558
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0609729
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02388
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02388
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0496610
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of Form 990 will be reviewed at the next board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents, policies, and financial statements are available upon request during regular business hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0850244
IRS990/TotalAssetsEOYAmt0882257
IRS990/TotalAssetsGrp/BOYAmt0850244
IRS990/TotalAssetsGrp/EOYAmt0882257
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119741
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169099
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041
IRS990/TotalLiabilitiesEOYAmt050
IRS990/TotalLiabilitiesGrp/BOYAmt041
IRS990/TotalLiabilitiesGrp/EOYAmt050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0850203
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0882207
IRS990/TotalProgramServiceExpensesAmt0169099
IRS990/TotalProgramServiceRevenueAmt010910
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026710
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146451
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0850244
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0882257
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 W Lafayette St
IRS990/USAddress/CityNm0Jefferson
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075657
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.jeffersoncarnegielibrary.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Kuchta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Library Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson Library & Museum Association
ReturnHeader/Filer/BusinessNameControlTxt0JEFF

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