TEXAS STATE HISTORY MUSEUM FOUNDATION (EIN 742916783) - 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

1999

Legal Domicile

Principal Officer

JACQUI SCHRAAD

Phone

5123208204

Tax Period

2023-09-01 to 2024-08-31

TEXAS STATE HISTORY MUSEUM FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $624K, a strong 39% operating margin.

Mission

TO PROMOTE AWARENESS OF AND RAISE FUNDS TO SUPPORT THE BOB BULLOCK TEXAS STATE HISTORY MUSEUM.

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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 $1,251,434

Program Service Revenue $0

Investment Income $447,717

Other Revenue $-108,895

TOTAL REVENUE $1,590,256

Expense Breakdown

Grants Paid $429,891

Salaries & Benefits $166,682

Fundraising Expenses $212,493

Program Expenses $552,293

Other Expenses $249,452

TOTAL EXPENSES $966,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,590,256	$1,097,528	+0.4%
Expenses	$966,025	$882,937	+0.1%
Net Income	$624,231	$214,591	+1.9%

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

$128,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BONHAM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BARNES	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD LESHIN	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE BLAKEMORE	TRUSTEE	1.00	Director	$0	$0	$0
MARK BENSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE K BROCK	TRUSTEE	1.00	Director	$0	$0	$0
JAN FELTS BULLOCK	TRUSTEE	1.00	Director	$0	$0	$0
TIM CROWLEY	TRUSTEE	1.00	Director	$0	$0	$0
LOUISE GRIFFETH	TRUSTEE	1.00	Director	$0	$0	$0
SARITA HIXON	TRUSTEE	1.00	Director	$0	$0	$0
CARLA MORAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE JONES OLES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARGARET PERKINS	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH RAYNOR	TRUSTEE	1.00	Director	$0	$0	$0
KARL ROVE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN BRANCH	TRUSTEE	1.00	Director	$0	$0	$0
KAREN URBAN	TRUSTEE	1.00	Director	$0	$0	$0
WM CHRISTOPHER BUSH	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
LYNN MCBEE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAL POWELL	TRUSTEE	1.00	Director	$0	$0	$0
MARSHALL MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID KILLAM	TRUSTEE	1.00	Director	$0	$0	$0
DEMETRIUS MCDANIEL	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA COOLEY	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS ALVAREZ	TRUSTEE	1.00	Director	$0	$0	$0
JOE STRAUS	TRUSTEE	1.00	Director	$0	$0	$0
MILES BOLDRICK	TRUSTEE	1.00	Director	$0	$0	$0
DYA CAMPOS	TRUSTEE	1.00	Director	$0	$0	$0
DIANE GATES	TRUSTEE	1.00	Director	$0	$0	$0
JOANIE HALEY	TRUSTEE	1.00	Director	$0	$0	$0
SAM VINSON	TRUSTEE	1.00	Director	$0	$0	$0
JOSH HUNT	TRUSTEE	1.00	Director	$0	$0	$0
WALLACE B JEFFERSON	TRUSTEE	1.00	Director	$0	$0	$0
BRAD KNIPPA	TRUSTEE	1.00	Director	$0	$0	$0
JACQUI SCHRAAD	EXECUTIVE DIRECTOR	40.00	Officer	$115,000	$13,496	$128,496

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	$1,590,256	$966,025	$9,317,894	$624,231
2023	$1,097,528	$882,937	$8,097,729	$214,591
2022	$1,226,020	$717,158	$7,079,346	$508,862
2021	$1,207,733	$619,688	$7,835,749	$588,045
2020	$1,187,983	$916,401	$6,445,281	$271,582
2019	$1,533,767	$3,582,982	$5,474,221	$-2,049,215
2018	$2,096,361	$2,448,430	$7,282,028	$-352,069

TEXAS STATE HISTORY MUSEUM FOUNDATION