San Jacinto Museum and Battlefield Association

EIN: 741146784 501(c)(3) Arts, Culture & Humanities

La Porte, TX

Total Revenue
$1,632,423
Total Expenses
$909,111
Total Assets
$3,370,330
Net Assets
$3,267,299
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1938
Legal Domicile
TX
Principal Officer
Mike Lamb
Phone
2814792421
Tax Period
2023-01-01 to 2023-12-31

San Jacinto Museum and Battlefield Association, founded in 1938, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $723K, a strong 44% operating margin.

Mission

To conserve Texas's historical materials and promote the study of Texas history.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,046,873
Program Service Revenue $485,682
Investment Income $40,173
Other Revenue $59,695
TOTAL REVENUE $1,632,423

Expense Breakdown

Grants Paid $0
Salaries & Benefits $518,998
Fundraising Expenses $127,175
Program Expenses $528,678
Other Expenses $390,113
TOTAL EXPENSES $909,111

Year-over-Year Comparison

2023 2022 Change
Revenue $1,632,423 $808,123 +1.0%
Expenses $909,111 $792,141 +0.1%
Net Income $723,312 $15,982 +44.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
12
Volunteers
321

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
6
$143,440
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Lamb Chairman 1.50
Officer Director
$0 $0 $0
Coble Jorgensen Vice Chair 1.00
Officer Director
$0 $0 $0
David Oelman Secretary 1.00
Officer Director
$0 $0 $0
Jamey Steen Treasurer 1.50
Officer Director
$0 $0 $0
Bo Bothe Trustee 1.00
Director
$0 $0 $0
Nancy Burch Trustee 1.00
Director
$0 $0 $0
Leslie Doggett Trustee 1.00
Director
$0 $0 $0
James Earthman III Trustee 1.00
Director
$0 $0 $0
Brad Hermes Trustee 1.00
Director
$0 $0 $0
Gideon Hixon Trustee 1.00
Director
$0 $0 $0
Robert Hixon Trustee 1.00
Director
$0 $0 $0
Ann Kelsey Trustee 1.00
Director
$0 $0 $0
Catherine McCulley Trustee 1.00
Director
$0 $0 $0
Chad Muir Development Chair 1.00
Director
$0 $0 $0
John Nau III Trustee 1.00
Director
$0 $0 $0
Sarah Pitt Trustee 1.00
Director
$0 $0 $0
Townes Pressler Jr Trustee 1.00
Director
$0 $0 $0
Amy Rogers Executive Director 20.00
Officer
$53,063 $0 $53,063
David Avila Director of Operations 40.00
Officer
$83,328 $7,049 $90,377
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 $1,632,423 $909,111 $3,370,330 $723,312
2022 $808,123 $792,141 $2,459,604 $15,982
2021 $1,048,158 $804,469 $2,645,827 $243,689
2020 $931,281 $925,964 $2,445,966 $5,317
2019 $1,343,024 $1,354,182 $2,485,032 $-11,158
2018 $1,281,068 $1,507,764 $2,391,883 $-226,696
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