FORT BEND HISTORY ASSOCIATION (EIN 746105651) - 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

1967

Legal Domicile

Principal Officer

MADELEINE CALCOTE-GARCIA

Phone

2813421256

Tax Period

2023-01-01 to 2023-12-31

FORT BEND HISTORY ASSOCIATION, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $2.4M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROMOTE PUBLIC INTEREST IN THE HISTORY OF FORT BEND COUNTY, TEXAS THROUGH THE OPERATION OF A HISTORICAL PARK AND THE ESTABLISHIMENT AND MAINTENANCE OF A HISTORICAL 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 $1,550,941

Program Service Revenue $396,784

Investment Income $74

Other Revenue $89,441

TOTAL REVENUE $2,037,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,163,428

Fundraising Expenses $0

Program Expenses $1,984,294

Other Expenses $1,240,235

TOTAL EXPENSES $2,403,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,037,240	$2,105,281	0.0%
Expenses	$2,403,663	$1,822,721	+0.3%
Net Income	$-366,423	$282,560	-2.3%

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

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

550

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

$85,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL HORAK	PRESIDENT	5.00	Officer Director	$0	$0	$0
JESSICA AVERY	TRUSTEE	1.00	Director	$0	$0	$0
EMILY SCHERER	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH PRATT	TRUSTEE	1.00	Director	$0	$0	$0
SHIRLEY KWAN	TRUSTEE	1.00	Director	$0	$0	$0
KEELY KNIPLING	VP -COLLECTIONS CHAIR	5.00	Officer Director	$0	$0	$0
CHASSIDY OLAINU-ALADE	TRUSTEE	1.00	Director	$0	$0	$0
KAY DANZIGER	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON BACA	TRUSTEE	1.00	Director	$0	$0	$0
STEVE NELSEN	PAST PRES	5.00	Director	$0	$0	$0
REBECCA HAFNER	SECRETARY	5.00	Director	$0	$0	$0
STEVE SMITH	FINANCE CHAIR	5.00	Officer Director	$0	$0	$0
LYNN CASE HEWITT	VICE PRESIDENT	5.00	Director	$0	$0	$0
PAUL SPANA	TRUSTEE	1.00	Director	$0	$0	$0
MADELEINE CALCOTE-GARCIA	EXECUTIVE DIRECTOR	40.00	Director	$85,000	$0	$85,000

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	$2,037,240	$2,403,663	$2,054,101	$-366,423
2022	$2,105,281	$1,822,721	$2,512,060	$282,560
2021	$1,581,354	$1,593,590	$2,253,912	$-12,236
2020	$2,464,146	$2,020,801	$2,109,998	$443,345
2019	$2,810,727	$2,007,842	$1,664,462	$802,885
2018	$2,307,615	$2,461,761	$866,125	$-154,146

FORT BEND HISTORY ASSOCIATION