Civic Intelligence

Surls Locke Museum

EIN 99-1786653 • 501(c)3 • Cleveland, TX

Pub. 78 Eligible

Profile

The surls + locke museum of texas art is dedicated to preserving and showcasing the artistic legacy of james surls and charmaine locke and their contribution to the arts. This museum serves to celebrate its origins in texas storytelling traditions and makes use of its expansive natural landscape to educate in the arts, sciences, and philosophy in order to inspire future generations.

26041 Midline RdCleveland, TX 77328

surlslockemuseum.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

63rd percentile

9.9%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$23,781

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$23,781

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

$241,000

No earlier filing loaded for comparison.

Expenses

$217,219

No earlier filing loaded for comparison.

Net Income

$23,781

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2024: $23,781Liabilities 2024: $0Net Assets 2024: $23,7812024

Highlighted filing

2024

Assets$23,781
Liabilities$0
Net Assets$23,781
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $241,000Expenses 2024: $217,219Net Income 2024: $23,7812024

Highlighted filing

2024

Revenue$241,000
Expenses$217,219
Net Income$23,781
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$23,781
Liabilities
$0
Net assets
$23,781
Revenue
$241,000
Expenses
$217,219
Net income
$23,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.41$2.17$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$241,000
Mission and Program Overview

Mission

The surls + locke museum of texas art is dedicated to preserving and showcasing the artistic legacy of james surls and charmaine locke and their contribution to the arts. This museum serves to celebrate its origins in texas storytelling traditions and makes use of its expansive natural landscape to educate in the arts, sciences, and philosophy in order to inspire future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$14,518-
Prepaid Expenses and Deferred Charges-$9,263-
Total Assets$0$23,781▲ $23,781
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$23,781-
Total Net Assets Fund Balance$0$23,781▲ $23,781
Total Liabilities and Net Assets / Fund Balance$0$23,781▲ $23,781
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Charmaine LockeCo-president
James SurlsCo-president
Katherine PersonOfficer
Billy HassellSecretary
Lenore MoncriefTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$241,000
Change in Net Assets
$23,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$204,582
Other Expenses$12,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,059--$172,059
Payroll Taxes$20,227--$20,227
Other Employee Benefits$12,296--$12,296
Travel-$7,039-$7,039
Advertising-$2,036-$2,036
Fees for Services Other$1,867--$1,867
Information Technology-$1,101-$1,101
Other Expenses-$594-$594
Total Functional Expenses$206,449$10,770$0$217,219
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
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the treasurer and president and then presented to the board prior to filing”

Form 990, Page 6, Part VI, Line 12C

“There is an annual disclosure of interest. If there is ever a conflict of interest, the board is to discuss and enforce based on the bylaws and the conflict of interest policy. Every board member signs a statement understanding this will happen.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Surls Locke Museum
EIN
99-1786653
Phone
4022032308
Address
26041 MIDLINE RD, CLEVELAND, TX 77328

Signing Officer

Name
James Surls
Title
Co-president
Phone
8172516688
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Surls
Formed
2024
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
Green Curtis Daley Cpas Pllc
Address
6500 COLLEYVILLE BLVD STE 200, COLLEYVILLE, TX 76034
Preparer
Hannah Curtis
Phone
8172516688
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The surls + locke museum of texas art is dedicated to preserving and showcasing the artistic legacy of james surls and charmaine locke and their contribution to the arts. This museum serves to celebrate its origins in texas storytelling traditions and makes use of its expansive natural landscape to educate in the arts, sciences, and philosophy in order to inspire future generations.”

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