TEXAS HISTORICAL FOUNDATION (EIN 746013014) - 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

1954

Legal Domicile

Principal Officer

TOM DOELL

Phone

5124532154

Tax Period

2024-07-01 to 2025-06-30

TEXAS HISTORICAL FOUNDATION, founded in 1954, is a small nonprofit that reported $768K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $889K exceeded revenue, resulting in a 16% operating deficit.

Mission

HISTORICAL PRESERVATION OF TEXAS HISTORY AND ARTIFACTS.

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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 $192,770

Program Service Revenue $103,040

Investment Income $232,957

Other Revenue $238,812

TOTAL REVENUE $767,579

Expense Breakdown

Grants Paid $253,982

Salaries & Benefits $334,687

Fundraising Expenses $134,326

Program Expenses $501,569

Other Expenses $300,438

TOTAL EXPENSES $889,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,579	$1,131,783	-0.3%
Expenses	$889,107	$933,540	0.0%
Net Income	$-121,528	$198,243	-1.6%

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

N/A

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

$129,218

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEE ATTACHED DETAIL	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
DAVID PREZIOSI	PRESIDENT AND CEO	40.00	Officer	$129,218	$0	$129,218

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	$767,579	$889,107	$4,662,344	$-121,528
2024	No data	No data	No data	No data
2023	$1,939,056	$819,561	$4,640,216	$1,119,495
2022	$128,676	$439,803	$3,476,259	$-311,127
2021	$1,725,486	$428,171	$3,804,636	$1,297,315
2020	$778,760	$315,973	$2,518,271	$462,787
2019	$598,960	$312,620	$2,016,304	$286,340

TEXAS HISTORICAL FOUNDATION