Civic Intelligence

Lake Jackson Historical Association

990 • Fiscal year 2016 • EIN 76-0095294

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 25, 2018

P O Box 242Lake Jackson, TX 77566

(979) 297-1570

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

66th percentile

6.8%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

52%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,035,794

Up $65,918 (+6.8%) from 2015

Net Assets

Up

$1,033,717

Up $65,359 (+6.7%) from 2015

Liabilities

Up

$2,077

Up $559 (+37%) from 2015

Revenue

Up

$294,362

Up $100,544 (+52%) from 2015

Expenses

Down

$229,003

Down $18,312 (-7.4%) from 2015

Net Income

Up

$65,359

Up $118,856 (+222%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,029,700Liabilities 2010: $23,331Net Assets 2010: $1,006,3692010Assets 2011: $944,437Liabilities 2011: $15,762Net Assets 2011: $928,6752011Assets 2012: $943,037Liabilities 2012: $11,097Net Assets 2012: $931,9402012Assets 2013: $1,018,988Liabilities 2013: $7,985Net Assets 2013: $1,011,0032013Assets 2014: $1,024,355Liabilities 2014: $2,500Net Assets 2014: $1,021,8552014Assets 2015: $969,876Liabilities 2015: $1,518Net Assets 2015: $968,3582015Assets 2016: $1,035,794Liabilities 2016: $2,077Net Assets 2016: $1,033,7172016Assets 2017: $1,156,840Liabilities 2017: $57,000Net Assets 2017: $1,099,8402017Assets 2018: $1,038,390Liabilities 2018: $33,912Net Assets 2018: $1,004,4782018Assets 2019: $1,240,232Liabilities 2019: $30,167Net Assets 2019: $1,210,0652019Assets 2020: $1,226,254Liabilities 2020: $49,867Net Assets 2020: $1,176,3872020Assets 2021: $1,460,730Liabilities 2021: $29,058Net Assets 2021: $1,431,6722021Assets 2022: $1,285,855Liabilities 2022: $29,552Net Assets 2022: $1,256,3032022Assets 2023: $1,333,202Liabilities 2023: $29,500Net Assets 2023: $1,303,7022023Assets 2024: $1,388,744Liabilities 2024: $33,202Net Assets 2024: $1,355,5422024

Highlighted filing

2016

Assets$1,035,794
Liabilities$2,077
Net Assets$1,033,717

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $282,526Expenses 2010: $272,045Net Income 2010: $10,4812010Revenue 2011: $192,939Expenses 2011: $270,636Net Income 2011: -$77,6972011Revenue 2012: $273,471Expenses 2012: $270,205Net Income 2012: $3,2662012Revenue 2013: $326,262Expenses 2013: $247,279Net Income 2013: $78,9832013Revenue 2014: $243,754Expenses 2014: $232,902Net Income 2014: $10,8522014Revenue 2015: $193,818Expenses 2015: $247,315Net Income 2015: -$53,4972015Revenue 2016: $294,362Expenses 2016: $229,003Net Income 2016: $65,3592016Revenue 2017: $318,798Expenses 2017: $252,675Net Income 2017: $66,1232017Revenue 2018: $251,836Expenses 2018: $347,242Net Income 2018: -$95,4062018Revenue 2019: $405,916Expenses 2019: $267,106Net Income 2019: $138,8102019Revenue 2020: $210,039Expenses 2020: $227,948Net Income 2020: -$17,9092020Revenue 2021: $427,771Expenses 2021: $254,124Net Income 2021: $173,6472021Revenue 2022: $253,859Expenses 2022: $219,744Net Income 2022: $34,1152022Revenue 2023: $223,317Expenses 2023: $234,567Net Income 2023: -$11,2502023Revenue 2024: $286,570Expenses 2024: $221,623Net Income 2024: $64,9472024

Highlighted filing

2016

Revenue$294,362
Expenses$229,003
Net Income$65,359
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 25, 2018
Return Version
2016v3.1
Gross Receipts
$309,130
Mission and Program Overview

Mission

The mission of the lake jackson historical association is to provide education relative to the history and culture of the area of brazoria county, texas known as lake jackson.

Operation and programming of the lake jackson historical museum, the alden dow building and preservation of the abner jackson plantation ruins historical site

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$617,687$700,589▲ $82,902
Land, Buildings, and Equipment, Net$202,881$188,308▼ $14,573
Savings and Temporary Cash Investments$149,063$146,652▼ $2,411
Cash and Non-Interest-Bearing Accounts$245$245→ $0
Total Assets$969,876$1,035,794▲ $65,918
Liabilities
Accounts Payable and Accrued Expenses$1,518$2,077▲ $559
Total Liabilities$1,518$2,077▲ $559
Net Assets / Fund Balance
Unrestricted Net Assets$952,571$1,017,930▲ $65,359
Permanently Rstr Net Assets$15,787$15,787→ $0
Total Net Assets Fund Balance$968,358$1,033,717▲ $65,359
Total Liabilities and Net Assets / Fund Balance$969,876$1,035,794▲ $65,918

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,478$672,520$707,998
Buildings$80,550$25,998$106,548
Land$72,280-$72,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$617,687-▲ $82,902-$700,589
2015$667,488-▼ $14,358-$617,687
2014$708,313-▲ $53,139-$667,488
2013$619,049-▲ $137,360-$708,313
2012$545,167-▲ $73,882-$619,049
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vorin DornanPresident
Carl WolfeDirector
David ToddDirector
Gus LindveitDirector
John FeyDirector
Kay AplinDirector
Martha M WallaceDirector
Fairilou GrissettPast Preside
Don CaldwellSecretary
Harry SargentTreasurer
Joe RippleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$194,909
Program Service Revenue
$0
Investment Income
$41,402
Other Revenue
$58,051
All Other Contributions
$11,275
Change in Net Assets
$65,359

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Commercial1$66,799
Total Noncash Contributions1$66,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,270
Salaries, Compensation, and Employee Benefits$102,733
Total Fundraising Expense$16,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$75,353--$75,353
Other Salaries and Wages$18,472$25,595$6,980$51,047
Current Officers, Directors, Trustees, and Key Employees$15,652$12,740$8,008$36,400
Depreciation Depletion$14,575--$14,575
Other Employee Benefits$8,596--$8,596
Payroll Taxes$2,890$2,628$1,172$6,690
Advertising$6,473--$6,473
Insurance$5,794--$5,794
Office Expenses$1,620--$1,620
All Other Expenses$612--$612
Other Expenses$572--$572
Total Functional Expenses$171,880$40,963$16,160$229,003
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,587
Fundraising Direct Expenses$168
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Prior to filing the 990, it is available at the board meeting for all board members to review.

Form 990, Page 6, Part VI, Line 19

All information requested will be provided at the museum

Filing and Contact Details

Filer

Filer Name
Lake Jackson Historical Association
EIN
76-0095294
Phone
9792971570
Address
P O BOX 242, LAKE JACKSON, TX 77566

Signing Officer

Name
Harry Sargent
Title
Treasurer
Phone
9792971570
Signed
2018-01-25

Organization Details

Principal Officer
Harry Sargent
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
25
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0149063
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0194909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0166776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0166700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0176988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0910639
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0101895
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0101895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt083136
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt059470
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92410
IRS990ScheduleA/PublicSupportPY170Pct00.93020
IRS990ScheduleA/PublicSupportTotal170Amt01012534
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0194909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0166776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0166700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0278883
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01012534
IRS990ScheduleA/TotalSupportAmt01095670
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt080550
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025998
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0106548
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0617687
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0700589
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt082902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-35444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0667488
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0617687
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14358
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-93964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0708313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0667488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053139
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-48096
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0619049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0708313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137360
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0545167
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0619049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073882
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt035478
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0672520
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0707998
IRS990ScheduleD/LandGrp/BookValueAmt072280
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt072280
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0188308
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateCommercialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateCommercialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateCommercialGrp/NoncashContributionsRptF990Amt066799
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0SINCE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116, A ZERO AMOUNT WAS REPORTED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING THE 990, IT IS AVAILABLE AT THE BOARD MEETING FOR ALL BOARD MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL INFORMATION REQUESTED WILL BE PROVIDED AT THE MUSEUM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0969876
IRS990/TotalAssetsEOYAmt01035794
IRS990/TotalAssetsGrp/BOYAmt0969876
IRS990/TotalAssetsGrp/EOYAmt01035794
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0194909
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016160
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040963
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171880
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229003
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01518
IRS990/TotalLiabilitiesEOYAmt02077
IRS990/TotalLiabilitiesGrp/BOYAmt01518
IRS990/TotalLiabilitiesGrp/EOYAmt02077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0968358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01033717
IRS990/TotalProgramServiceExpensesAmt0171880
IRS990/TotalRevenueGrp/ExclusionAmt017146
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294362
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0969876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01035794
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0952571
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01017930
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 242
IRS990/USAddress/CityNm0LAKE JACKSON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077566
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0LAKEJACKSONMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY SARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09792971570
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE JACKSON HISTORICAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0760095294
ReturnHeader/Filer/PhoneNum09792971570

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.03$1.36$0.29$0.22$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.22$0.23$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.03$1.26$0.25$0.22$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.43$0.43$0.25$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.05$1.18$0.21$0.23$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.03$1.21$0.41$0.27$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.00$0.25$0.35$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.10$0.32$0.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.29$0.23$0.07
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.19$0.25$0.05
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.24$0.23$0.01
2013Summary only. Only limited summary data is available for this year.$1.02$0.01$1.01$0.33$0.25$0.08
2012Summary only. Only limited summary data is available for this year.$0.94$0.01$0.93$0.27$0.27$0.00
2011Summary only. Only limited summary data is available for this year.$0.94$0.02$0.93$0.19$0.27$0.08
2010Summary only. Only limited summary data is available for this year.$1.03$0.02$1.01$0.28$0.27$0.01