MUSEUM OF SOUTH TEXAS HISTORY (EIN 237080936) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

FRANCISCO GUAJARDO

Phone

9563836911

Tax Period

2023-01-01 to 2023-12-31

MUSEUM OF SOUTH TEXAS HISTORY, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $11.9M represent 69 months of operating reserves.

Mission

TO PRESERVE AND PRESENT THE BORDERLAND HERITAGE OF SOUTH TEXAS AND NORTHEASTERN MEXICO.

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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 $1,485,866

Program Service Revenue $309,861

Investment Income $191,309

Other Revenue $69,898

TOTAL REVENUE $2,056,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,243,486

Fundraising Expenses $181,215

Program Expenses $1,730,504

Other Expenses $1,007,524

TOTAL EXPENSES $2,251,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,056,934	$1,843,103	+0.1%
Expenses	$2,251,010	$2,212,911	+0.0%
Net Income	$-194,076	$-369,808	-0.5%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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

188

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

$277,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLYE ORTEGA	CHAIRMAN	0.50	Director	$0	$0	$0
SYLVIA SANCHEZ GARZA	PAST CHAIRMAN	0.50	Director	$0	$0	$0
SAM GARCIA	CHAIRMAN-ELECT	0.50	Director	$0	$0	$0
BILL MARTIN	TREASURER	0.50	Director	$0	$0	$0
JONATHAN LINDLEY	SECRETARY	0.50	Director	$0	$0	$0
MANUEL CANTU	TRUSTEE	0.50	Director	$0	$0	$0
XENIA GARZA	TRUSTEE	0.50	Director	$0	$0	$0
ANA GONZALEZ	TRUSTEE	0.50	Director	$0	$0	$0
RINA GONZALEZ	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN HUMPHREYS	TRUSTEE	0.50	Director	$0	$0	$0
DAVID LOZANO	TRUSTEE	0.50	Director	$0	$0	$0
SANDRA L MARTINEZ	TRUSTEE	0.50	Director	$0	$0	$0
RAMON MONTALVO	TRUSTEE	0.50	Director	$0	$0	$0
PATRICK MOORE	TRUSTEE	0.50	Director	$0	$0	$0
STEPHANIE MOORE	TRUSTEE	0.50	Director	$0	$0	$0
ANDRES PALMA	TRUSTEE	0.50	Director	$0	$0	$0
JUANCARLO RENDON	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL O RIOS	TRUSTEE	0.50	Director	$0	$0	$0
BRENT SMITH	TRUSTEE	0.50	Director	$0	$0	$0
SABRINA WALKER-HERNANDEZ	TRUSTEE	0.50	Director	$0	$0	$0
JUDY PERKIN	VICE CHAIRMAN	0.50	Director	$0	$0	$0
ISAAC GUERRA	TRUSTEE	0.50	Director	$0	$0	$0
FRANCISCO GUAJARDO	CEO	40.00	Officer	$184,074	$15,177	$199,251
DAVID MENDIOLA	BUSINESS ADMINISTRATION OF	40.00	Officer	$68,588	$9,398	$77,986

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	$2,056,934	$2,251,010	$12,093,489	$-194,076
2022	$1,843,103	$2,212,911	$11,821,161	$-369,808
2021	$3,078,245	$2,231,834	$13,050,416	$846,411
2020	$1,709,218	$1,972,387	$12,700,957	$-263,169
2019	$2,120,730	$1,954,186	$12,722,891	$166,544
2018	$1,533,897	$1,806,757	$12,366,490	$-272,860

MUSEUM OF SOUTH TEXAS HISTORY