Houston, TX
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)The Heritage Society, founded in 1954, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $565K, a strong 50% operating margin.
The Heritage Society (THS) is a nonprofit organization founded in 1954 whose mission is to tell the stories of the diverse history of Houston and Texas through collections, exhibits, the arts, educational programs, film, video, and other content.
The Heritage Society provides tours of historic buildings that demonstrate how and why people settled in the Houston area, lectures regarding important people and events in Houston's and Texas's...
The Heritage Society provides tours of historic buildings that demonstrate how and why people settled in the Houston area, lectures regarding important people and events in Houston's and Texas's history, and educational programs for children and families on-site and off-site. Additionally, THS has monthly and quarterly educational programs in the form of guest lecturers speaking about historical events, sites, structures, and people of Houston and Texas.
The Heritage Society cares for and operates historic buildings to demonstrate Houston's and Texas's history and to educate the public about the lifestyles of the area's early residents. Curators work...
The Heritage Society cares for and operates historic buildings to demonstrate Houston's and Texas's history and to educate the public about the lifestyles of the area's early residents. Curators work diligently to maintain, preserve, and restore historic buildings and collections for the education and enjoyment of the public.The Heritage Society collects and exhibits items relevant to Houston's and Texas's history and must preserve and care for those items. Collection items are exhibited in the historic buildings and Museum Gallery and through rotating exhibitions on- and off-site. (See Schedule O)Heritage Society and the City of Houston entered into an amended and restated Lease Agreement on March 15, 2022. The lease term is 30 years. In the amended and restated agreement, the City of Houston has committed to providing funds for the historic structures' maintenance, repairs, and security.
Other program activities include membership and volunteer coordination, communications, marketing, gift shop operations, museum gallery, and meeting space maintenance and usage.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $1,135,298 | $988,709 | +0.1% |
| Expenses | $570,633 | $437,462 | +0.3% |
| Net Income | $564,665 | $551,247 | +0.0% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Minnette Boesel | President | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| Stephen A Lucchesi | Vice President | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Rives Taylor | Secretary | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Joanne E Zumbrun | Treasurer | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| Susan S Barnes | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Evelyn H Boatwright | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Jill Brooks | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Angela Caughlin | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Shane Davis | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Michelle CC Ensell | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Scott Duke Ensell | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Vicki Faulkner | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| JJ Gonzales | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Kirksey Gregg | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Nick Hellyar | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Jillian Jopling | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Harriet C Latimer | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Mister McKinney | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Barry Moore | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Kristina Hornberger Somerville | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Martha Whiting-Goddard | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Don Williams | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Alison Bell | Executive Director | 45.00 |
Officer
|
$71,865 | $0 | $71,865 |
| Libby S Sims | Finance Director | 10.00 |
Officer
|
$15,626 | $0 | $15,626 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $216,194 | $366,888 | $1,954,745 | $-150,694 |
| 2024 | $1,135,298 | $570,633 | $2,062,299 | $564,665 |
| 2023 | $988,709 | $437,462 | $1,535,829 | $551,247 |
| 2022 | $740,188 | $466,456 | $1,001,031 | $273,732 |
| 2021 | $464,148 | $399,184 | $801,966 | $64,964 |
| 2020 | $533,324 | $798,744 | $754,814 | $-265,420 |
| 2019 | $678,775 | $904,967 | $1,073,913 | $-226,192 |
| 2019 | $678,775 | $904,967 | $1,073,913 | $-226,192 |
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