German-Texan Heritage Society (EIN 742020973) - 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

1978

Legal Domicile

Phone

5124674569

Tax Period

2024-01-01 to 2024-12-31

German-Texan Heritage Society, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $710K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

The preservation of the history and heritage of German-Texans by promoting and providing educational experiences in its culture and language and by encouraging learning opportunities in all of the heritage values and language that make up the culture of our state.

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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 (2024)

Revenue Breakdown

Contributions & Grants $233,861

Program Service Revenue $424,030

Investment Income $18,911

Other Revenue $33,430

TOTAL REVENUE $710,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,651

Fundraising Expenses $0

Program Expenses $748,614

Other Expenses $579,988

TOTAL EXPENSES $764,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$710,232	$628,818	+0.1%
Expenses	$764,639	$595,466	+0.3%
Net Income	$-54,407	$33,352	-2.6%

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

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
Janis Gonser	Director	3.00	Director	$0	$0	$0
Richard Gruetzner	Vice President	3.00	Officer Director	$0	$0	$0
Kristi Lee-Norden	Advisory Board	3.00	Director	$0	$0	$0
Larry Deuser	Director	3.00	Director	$0	$0	$0
Dr Barbara Berthold	Secretary	0.50	Officer Director	$0	$0	$0
Eddie Wolsch	Director	0.50	Director	$0	$0	$0
Sandra Dieckman	Director	32.00	Director	$0	$0	$0
Jon Todd JT Koenig	Treasurer	0.50	Officer Director	$0	$0	$0
Lu Hollander	Director	0.50	Director	$0	$0	$0
Sean Herrity	Director	0.50	Director	$0	$0	$0
Dr Ralf Bendlin	Director	0.50	Director	$0	$0	$0
Ed Tovar	Director	0.50	Director	$0	$0	$0
Kevin Klaus	Director	1.00	Director	$0	$0	$0
Sabine McCalla	Director	0.50	Director	$0	$0	$0
Rebecca Rich-Wolfmeyer	Director	0.50	Director	$0	$0	$0
Martin Jungowski	Advisory Board	0.50	Director	$0	$0	$0
Hans Boas	Advisory Board	0.50	Director	$0	$0	$0
Rodney Koenig	Advisory Board	0.50	Director	$0	$0	$0
Karen Haschke	Advisory Board	0.50	Director	$0	$0	$0
Jim Kearney	Advisory Board	0.50	Director	$0	$0	$0
Rosemary Lindley	Advisory Board	0.50	Director	$0	$0	$0
Helgard Suhr-Hollis	Advisory Board	32.00	Director	$0	$0	$0
Canan Kaba	Advisory Board	15.00	Director	$0	$0	$0
Van M Massirer	Advisory Board	15.00	Director	$0	$0	$0
Christopher Markley	Executive Director	32.00	Director Key Emp Highest	$0	$0	$0
Doris Boerkei	Office Manager	16.00	Director Key Emp	$0	$0	$0
Manuela Markley	Program Director	32.00	Director Key Emp	$0	$0	$0
Anika Ke Swani	Director	0.00	Director	$0	$0	$0
Franziska Jackson	Member	0.00	Director	$0	$0	$0
Allen Barnes	Member	0.00	Director	$0	$0	$0
Bruce Bower	Member	0.00	Director	$0	$0	$0
Dr Margo Blevins	President	0.00	Officer 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	$710,232	$764,639	$969,299	$-54,407
2023	$628,818	$595,466	$1,011,196	$33,352
2022	$492,934	$450,218	$954,968	$42,716
2021	$525,120	$347,035	$961,491	$178,085
2020	$336,583	$270,594	$783,398	$65,989
2019	$210,365	$218,259	$689,103	$-7,894
2018	$145,148	$189,530	$666,728	$-44,382

German-Texan Heritage Society