The Brazoria Heritage Foundation (EIN 421632991) - 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

2004

Legal Domicile

Principal Officer

David Jordan

Phone

9797989250

Tax Period

2025-01-01 to 2025-12-31

The Brazoria Heritage Foundation, founded in 2004, is a small nonprofit that reported $171K in total revenue in fiscal year 2025. Expenses of $258K exceeded revenue, resulting in a 50% operating deficit.

Mission

The advancement of education through preserving, promoting, and maintaining historical landmarks and sites, and by enhancing the public awareness and appreciation of those sites.

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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 (2025)

Revenue Breakdown

Contributions & Grants $33,399

Program Service Revenue $84,989

Investment Income $3,854

Other Revenue $49,257

TOTAL REVENUE $171,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,501

Other Expenses $257,675

TOTAL EXPENSES $257,675

Year-over-Year Comparison

	2025	2024	Change
Revenue	$171,499	$162,319	+0.1%
Expenses	$257,675	$178,552	+0.4%
Net Income	$-86,176	$-16,233	+4.3%

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

N/A

Volunteers

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Jordan	President	N/A	Officer	$0	$0	$0
Wayman Hutchings	Vice President	N/A	Officer	$0	$0	$0
Judi Giesie Downing	Secretary	N/A	Officer	$0	$0	$0
Pam Browning	Treasurer	N/A	Officer	$0	$0	$0
Melissa Ebner	Publicity	N/A	Director	$0	$0	$0
Mary Ashley Henneberg	Membership	N/A	Director	$0	$0	$0
Bruce Crecy	Rental Coordinator	N/A	Director	$0	$0	$0
Berniece Smith	Black History Room Chairman	N/A	Director	$0	$0	$0
Susan Holt	Director	N/A	Director	$0	$0	$0
Angie Corley	Director	N/A	Director	$0	$0	$0
Ashley Lancaster	Director	N/A	Director	$0	$0	$0
Becky Danford	Director	N/A	Director	$0	$0	$0
Cheryl Trafton	Director	N/A	Director	$0	$0	$0
JD Humber	Director	N/A	Director	$0	$0	$0
Jerry Measells	Director	N/A	Director	$0	$0	$0
Margaret Baugh	Director	N/A	Director	$0	$0	$0
Philip D Cyr	Director	N/A	Director	$0	$0	$0
Susan Harang	Director	N/A	Director	$0	$0	$0
Robert Heckler	Director	N/A	Director	$0	$0	$0
Gary Gatton	Director Emeritus	N/A		$0	$0	$0
Judy Gifford-Gatton	Director Emeritus	N/A		$0	$0	$0
Dr Bob Schwebel	Director Emeritus	N/A		$0	$0	$0
Jim Williams	Director Emeritus	N/A		$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
2025	$171,499	$257,675	$1,357,871	$-86,176
2024	No data	No data	No data	No data
2023	$146,741	$146,172	$1,447,508	$569
2022	$165,915	$169,327	$1,245,614	$-3,412
2021	$136,150	$145,282	$1,163,428	$-9,132
2020	$114,321	$149,323	$1,185,921	$-35,002
2019	$124,952	$182,658	$1,236,327	$-57,706
2018	$133,441	$176,586	$1,300,982	$-43,145

The Brazoria Heritage Foundation