Civic Intelligence

Houston Museum District Association

990 • Fiscal year 2016 • EIN 76-0524871

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

1300 Mcgowen No 120Houston, TX 77004

(713) 715-1939

Siviq Scores

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

Liabilities / Assets

85th percentile

0.70x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.22x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

51st percentile

2.3%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$68,345

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

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

Asset Growth

44th percentile

-0.0%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

31st percentile

-5.0%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$889,002

Down $260 (-0.0%) from 2015

Net Assets

Up

$266,332

Up $67,027 (+34%) from 2015

Liabilities

Down

$622,670

Down $67,287 (-9.8%) from 2015

Revenue

Down

$2,895,652

Down $152,818 (-5.0%) from 2015

Expenses

Down

$2,828,626

Down $250,606 (-8.1%) from 2015

Net Income

Up

$67,026

Up $97,788 (+318%) 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 2011: $888,119Liabilities 2011: $563,425Net Assets 2011: $324,6942011Assets 2012: $882,926Liabilities 2012: $600,493Net Assets 2012: $282,4332012Assets 2013: $898,034Liabilities 2013: $660,306Net Assets 2013: $237,7282013Assets 2014: $947,721Liabilities 2014: $717,654Net Assets 2014: $230,0672014Assets 2015: $889,262Liabilities 2015: $689,957Net Assets 2015: $199,3052015Assets 2016: $889,002Liabilities 2016: $622,670Net Assets 2016: $266,3322016Assets 2017: $919,706Liabilities 2017: $652,078Net Assets 2017: $267,6282017Assets 2018: $1,006,361Liabilities 2018: $687,106Net Assets 2018: $319,2552018Assets 2019: $956,466Liabilities 2019: $618,488Net Assets 2019: $337,9782019Assets 2020: $185,416Liabilities 2020: $22,816Net Assets 2020: $162,6002020Assets 2021: $164,050Liabilities 2021: $2,502Net Assets 2021: $161,5482021Assets 2022: $378,328Liabilities 2022: $1,305Net Assets 2022: $377,0232022Assets 2023: $334,535Liabilities 2023: $16,029Net Assets 2023: $318,5062023Assets 2024: $479,806Liabilities 2024: $1,080Net Assets 2024: $478,7262024

Highlighted filing

2016

Assets$889,002
Liabilities$622,670
Net Assets$266,332

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,351,5242011Expenses 2012: $2,478,3952012Revenue 2013: $2,702,578Expenses 2013: $2,747,283Net Income 2013: -$44,7052013Revenue 2014: $2,988,153Expenses 2014: $2,995,814Net Income 2014: -$7,6612014Revenue 2015: $3,048,470Expenses 2015: $3,079,232Net Income 2015: -$30,7622015Revenue 2016: $2,895,652Expenses 2016: $2,828,626Net Income 2016: $67,0262016Revenue 2017: $3,002,696Expenses 2017: $3,001,400Net Income 2017: $1,2962017Revenue 2018: $2,974,949Expenses 2018: $2,956,524Net Income 2018: $18,4252018Revenue 2019: $2,974,184Expenses 2019: $2,955,461Net Income 2019: $18,7232019Revenue 2020: $45,000Expenses 2020: $220,378Net Income 2020: -$175,3782020Revenue 2021: $66,448Expenses 2021: $67,500Net Income 2021: -$1,0522021Revenue 2022: $320,500Expenses 2022: $105,025Net Income 2022: $215,4752022Revenue 2023: $106,474Expenses 2023: $164,991Net Income 2023: -$58,5172023Revenue 2024: $271,250Expenses 2024: $111,030Net Income 2024: $160,2202024

Highlighted filing

2016

Revenue$2,895,652
Expenses$2,828,626
Net Income$67,026
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$2,895,652
Mission and Program Overview

Mission

The houston museum district association (hmda) is dedicated to collaborative efforts that maximize the enjoyment of the artistic, scientific, and educational resources of houston museum district institutions by all residents of and visitors of houston. Hmda serves the houston metropolitan area, the state of texas, and the southwestern united states.

The houston museum district association (hmda) is dedicated to collaborative efforts that maximize use of the artistic, scientific, and educational resources of houston museum district institutions by all citizens of and visitors to houston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$733,179$701,728▼ $31,451
Cash and Non-Interest-Bearing Accounts$153,905$186,536▲ $32,631
Prepaid Expenses and Deferred Charges$1,478$738▼ $740
Accounts Receivable$700--
Total Assets$889,262$889,002▼ $260
Liabilities
Grants Payable$689,188$621,366▼ $67,822
Accounts Payable and Accrued Expenses$769$1,304▲ $535
Total Liabilities$689,957$622,670▼ $67,287
Net Assets / Fund Balance
Unrestricted Net Assets$199,305$251,332▲ $52,027
Temporarily Rstr Net Assets-$15,000-
Total Net Assets Fund Balance$199,305$266,332▲ $67,027
Total Liabilities and Net Assets / Fund Balance$889,262$889,002▼ $260
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurette CanizaresPrior Executive DirectorFT$64,458$3,887$68,345

Board Members and Trustees

NameTitle
Dr Kelly ZunigaMarketing Committee Chair
Gary TinterowPresident
Tammie KahnVice President
Bill ArningDirector
Bonna KolDirector
David LeslieDirector
Desmond BertrandDirector
Effie RoseneDirector
Joel BartschDirector
John GuessDirector
Lee EhmkeDirector
Linda ShearerDirector
Perry PriceDirector
Stephanie MitchellDirector
Thomas RhodesDirector
Xandra EdenDirector
Julie FarrExecutive Director
Sean FitzpatrickAt Large Exec Committee
Melanie JohnsonSecretary
Kimberly DavenportTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,895,652
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$85,477
Change in Net Assets
$67,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,895,652
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,895,652
Total Revenue per Form 990
$2,895,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,523,455
Other Expenses$229,056
Salaries, Compensation, and Employee Benefits$76,115
Total Fundraising Expense$7,476
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,523,455--$2,523,455
Fees for Services Other$22,899$59,275-$82,174
Advertising$72,813--$72,813
Current Officers, Directors, Trustees, and Key Employees$33,464$26,771$6,693$66,928
Office Expenses$2,676$14,454$28$17,158
Fees for Services Accounting-$10,895-$10,895
Occupancy-$10,851-$10,851
Payroll Taxes$2,732$2,185$546$5,463
Conferences and Meetings$2,799$1,338-$4,137
Insurance-$3,979-$3,979
Other Employee Benefits$1,862$1,653$209$3,724
Other Expenses$2,900$2,851-$2,851
Travel$1,000$1,239-$2,239
All Other Expenses-$1,667-$1,667
Total Functional Expenses$2,671,465$149,685$7,476$2,828,626

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,828,625
Total Expenses per Audited Statements$2,828,625
Total Expenses per Form 990$2,828,625
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Museum of Fine Arts HoustonHouston, TX-Operating Support$797,411
Houston Museum of Natural ScienceHouston, TX-Operating Support$519,832
The Menil CollectionHouston, TX-Operating Support$386,089
CHILDREN'S MUSEUM OF HOUSTONHouston, TX-Operating Support$179,165
Contemporary Arts Museum HoustonHouston, TX-Operating Support$179,165
Holocaust Museum HoustonHouston, TX-Operating Support$103,462
Houston Zoo IncHouston, TX-Operating Support$103,462
The Health MuseumHouston, TX-Operating Support$103,462
Lawndale Art CenterHouston, TX-Operating Support$50,469
Rice University Art GalleryHouston, TX-Operating Support$50,469
The Jung Center of HoustonHouston, TX-Operating Support$50,469
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The executive committee includes four officers and two committee chairs, one member-at-large and one staff. All committee members are on the governing body. The executive committee is responsible for making recommendations for approval of the board of directors.

Form 990, Part VI, Section A, Line 6

All members are of equal rank and pay annual membership dues based on distribution of hot funds. Eleven institutions pay membership dues based on a percentage of hot funds received and the remaining eight pay a flat fee for membership.

Form 990, Part VI, Section A, Line 7A

As provided for in the bylaws, members elect the board of directors. Each member has one vote. A slate of officers is nominated every two years by the board.

Form 990, Part VI, Section A, Line 7B

Members elect board members; all governance actions, including amending the bylaws, are performed by the board of directors.

Form 990, Part VI, Section B, Line 11

The form 990 is circulated to all board members with a request to comment in advance of its filing.

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

Disclosures are reviewed by the executive committee and monitored relative to board actions for recusal.

Form 990, Part VI, Section B, Line 15A

The executive director's performance and compensation is reviewed annually by the organization's executive committee.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Houston Museum District Association
EIN
76-0524871
Phone
7137151939
Address
1300 MCGOWEN NO 120, HOUSTON, TX 77004

Signing Officer

Name
Julie Farr
Title
Executive Director
Phone
7137151939
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Farr
Formed
1997
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
25

Preparer

Firm
Carr Riggs & Ingram LLC
Address
TWO RIVERWAY FLOOR 15, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12AT LARGE EXEC COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRIOR EXECUTIVE DIRECTOR
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE HOUSTON MUSEUM DISTRICT ASSOCIATION (HMDA) IS DEDICATED TO COLLABORATIVE EFFORTS THAT MAXIMIZE THE ENJOYMENT OF THE ARTISTIC, SCIENTIFIC, AND EDUCATIONAL RESOURCES OF HOUSTON MUSEUM DISTRICT INSTITUTIONS BY ALL RESIDENTS OF AND VISITORS OF HOUSTON. HMDA SERVES THE HOUSTON METROPOLITAN AREA, THE STATE OF TEXAS, AND THE SOUTHWESTERN UNITED STATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc3STORAGE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12851
IRS990/OtherExpensesGrp/ProgramServicesAmt04865
IRS990/OtherExpensesGrp/ProgramServicesAmt12900
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IRS990/PoliticalCampaignActyInd00
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/RevenueNotReportedAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt050469
IRS990ScheduleI/RecipientTable/CashGrantAmt150469
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IRS990ScheduleI/RecipientTable/CashGrantAmt5103462
IRS990ScheduleI/RecipientTable/CashGrantAmt6179165
IRS990ScheduleI/RecipientTable/CashGrantAmt7179165
IRS990ScheduleI/RecipientTable/CashGrantAmt8386089
IRS990ScheduleI/RecipientTable/CashGrantAmt9519832

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.27$0.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.02$0.32$0.11$0.16$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.32$0.11$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.16$0.05$0.22$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.62$0.34$2.97$2.96$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.69$0.32$2.97$2.96$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.65$0.27$3.00$3.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.62$0.27$2.90$2.83$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.69$0.20$3.05$3.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.72$0.23$2.99$3.00$0.01
2013Summary only. Only limited summary data is available for this year.$0.90$0.66$0.24$2.70$2.75$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.60$0.28$2.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.56$0.32$2.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits