Historic Fort Worth Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Jerre Tracy

Phone

8173362344

Tax Period

2023-01-01 to 2023-12-31

Historic Fort Worth Inc, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $603K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $100K, a strong 17% operating margin.

Mission

Historic Fort Worth, Inc. is dedicated to preserving Fort Worth's unique historic identity through stewardship, education and leadership.

Program Service Accomplishments

Program 1

Expenses: $172,587 Revenue: $9,365

Building Preservation: Historic Fort Worth, Inc. owns, maintains and restores one property, the Ball-Eddleman-McFarland House. The property is used as a house museum, rental property and educational...

Program 2

Expenses: $20,087 Revenue: $2,819

Education: Historic Fort Worth, Inc. informs the community of historic properties that deserve preservation, grants awards to those who do preservation work, conducts surveys of historical resources in the city, and provides preservation education to the general public and to those influencing property, like realtors, developers, etc.

Program 3

Expenses: $15,277

Other

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $351,002

Program Service Revenue $12,184

Investment Income $28,287

Other Revenue $211,400

TOTAL REVENUE $602,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,216

Fundraising Expenses $76,416

Program Expenses $207,951

Other Expenses $241,331

TOTAL EXPENSES $502,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$602,873	$520,589	+0.2%
Expenses	$502,547	$946,523	-0.5%
Net Income	$100,326	$-425,934	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

175

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerre Tracy	Executive Dir.	40.00	Director	$50,000	$0	$50,000
Cara Kennemer	Chairman	2.00	Officer Director	$0	$0	$0
Randi Thistlethwaite	Secretary	2.00	Officer Director	$0	$0	$0
Henry Borbolla	Treasurer	2.00	Officer Director	$0	$0	$0
Susanna Bartolomei	Trustee	1.00	Director	$0	$0	$0
John Roberts	Trustee	1.00	Director	$0	$0	$0
Francie Allen	Trustee	1.00	Director	$0	$0	$0
Alyssa Banta	Trustee	1.00	Director	$0	$0	$0
Art Brender	Trustee	1.00	Director	$0	$0	$0
David Burshears	Trustee	1.00	Director	$0	$0	$0
Earl Cox	Trustee	1.00	Director	$0	$0	$0
Malinda Crumley	Trustee	1.00	Director	$0	$0	$0
Jaynie Cumming	Trustee	1.00	Director	$0	$0	$0
Martin W Dahl	Trustee	1.00	Director	$0	$0	$0
Eddie R Broussard	Trustee	1.00	Director	$0	$0	$0
Kathryn Holliday PHD	Trustee	1.00	Director	$0	$0	$0
Mae Maly	Trustee	1.00	Director	$0	$0	$0
Karen Holcomb	Trustee	1.00	Director	$0	$0	$0
Rick Maxey	Trustee	1.00	Director	$0	$0	$0
Holly Schur	Trustee	1.00	Director	$0	$0	$0
Gail Landreth	Trustee	1.00	Director	$0	$0	$0
Lauri Lawrence	Trustee	1.00	Director	$0	$0	$0
Pati Meadows	Trustee	1.00	Director	$0	$0	$0
Susie Martinez Mitchell	Trustee	1.00	Director	$0	$0	$0
Lezlie Monteleone	Trustee	1.00	Director	$0	$0	$0
Gaye Reed	Trustee	1.00	Director	$0	$0	$0
Cecil F Smith	Trustee	1.00	Director	$0	$0	$0
Jody K Smith	Trustee	1.00	Director	$0	$0	$0
Melanie Smith	Trustee	1.00	Director	$0	$0	$0
Britt Stokes	Trustee	1.00	Director	$0	$0	$0
Whitney Womack	Trustee	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$602,873	$502,547	$1,411,698	$100,326
2022	$520,589	$946,523	$1,677,190	$-425,934
2021	$699,768	$684,214	$1,835,937	$15,554
2020	$723,478	$530,275	$1,843,184	$193,203
2019	$986,661	$521,095	$1,669,833	$465,566
2018	$702,826	$470,550	$1,204,042	$232,276
2017	$533,048	$558,363	$1,032,991	$-25,315