DALLAS HISTORICAL SOCIETY (EIN 750851204) - 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

1922

Legal Domicile

Principal Officer

KARL CHIAO

Phone

2144214500

Tax Period

2023-07-01 to 2024-06-30

DALLAS HISTORICAL SOCIETY, founded in 1922, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum.

Mission

THE PURPOSE OF THE SOCIETY IS TO INSTITUTE AND ENCOURAGE HISTORICAL INQUIRY, TO COLLECT, PRESERVE AND EXHIBIT THE MATERIALS OF HISTORY AND TO SPREAD HISTORICAL INFORMATION, ESPECIALLY CONCERNING THE CITY OF DALLAS, TEXAS; THE COUNTY OF DALLAS, TEXAS; AND THE STATE OF TEXAS.

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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 $1,211,613

Program Service Revenue $191,347

Investment Income $24,977

Other Revenue $75,429

TOTAL REVENUE $1,503,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $889,441

Fundraising Expenses $206,824

Program Expenses $986,056

Other Expenses $639,285

TOTAL EXPENSES $1,528,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,503,366	$807,040	+0.9%
Expenses	$1,528,726	$1,232,104	+0.2%
Net Income	$-25,360	$-425,064	-0.9%

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

$220,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARL CHIAO	Executive Dir.	40.00	Officer	$190,371	$30,120	$220,491
ED PERRIN	Trustee	1.00	Director	$0	$0	$0
TAYLOR ARMSTRONG	Trustee	1.00	Director	$0	$0	$0
SCOTT BARNES	Treasurer	1.00	Officer Director	$0	$0	$0
EVAN BROWN	Trustee	1.00	Director	$0	$0	$0
SHELIA BROWN	Trustee	1.00	Director	$0	$0	$0
JOSIAH M DANIEL III	Trustee	1.00	Director	$0	$0	$0
LEVI DAVIS	Trustee	1.00	Director	$0	$0	$0
WAYNE SMITH	Trustee	1.00	Director	$0	$0	$0
TOM DUNNING	Trustee	1.00	Director	$0	$0	$0
SAMANTHA GOLDSTEIN	Trustee	1.00	Director	$0	$0	$0
CHARLIE HODGES	Trustee	1.00	Director	$0	$0	$0
SAM HUFFINES	Trustee	1.00	Director	$0	$0	$0
CHARLES LIPSCOMB	Chairman	1.00	Officer Director	$0	$0	$0
WENDY KRISPIN	Trustee	1.00	Director	$0	$0	$0
KELSEY LANIER	Trustee	1.00	Director	$0	$0	$0
MEGAN MYERCORD	Trustee	1.00	Director	$0	$0	$0
LAREATHA CLAY	Trustee	1.00	Director	$0	$0	$0
JACOB NAVARRETE	Trustee	1.00	Director	$0	$0	$0
SUNHEE HONG	Trustee	1.00	Director	$0	$0	$0
MATT HOUSTON	Trustee	1.00	Director	$0	$0	$0
SOL VALLASANA	Trustee	1.00	Director	$0	$0	$0
SANDY WATSON	Trustee	1.00	Director	$0	$0	$0
ROSSER NEWTON	Trustee	1.00	Director	$0	$0	$0
KAREN FRY WEISBRICH	Trustee	1.00	Director	$0	$0	$0
DELVA KING	Trustee	1.00	Director	$0	$0	$0
BENAISHA POOLE-WATSON	Trustee	1.00	Director	$0	$0	$0
RAY QUINTANILLA	Trustee	1.00	Director	$0	$0	$0
DORY A WILEY	Trustee	1.00	Director	$0	$0	$0
SHANNON S WYNNE	Trustee	1.00	Director	$0	$0	$0
CHRISTINE REMLEY	Trustee	1.00	Director	$0	$0	$0
ROY WASHBURN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARY SUHM	President	1.00	Officer Director	$0	$0	$0
JEFF LEWIS	Trustee	1.00	Director	$0	$0	$0
DANIEL MURCHISON	Trustee	1.00	Director	$0	$0	$0
ROBERT WITTE	Secretary	1.00	Officer Director	$0	$0	$0
MICHAEL OSBURN	Trustee	1.00	Director	$0	$0	$0
LAURA WOODALL	Trustee	1.00	Director	$0	$0	$0
BYRON SANDERS	Trustee	1.00	Director	$0	$0	$0
SUSAN BRAWLEY SCHMIDT	Trustee	1.00	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
2025	No data	No data	No data	No data
2024	$1,503,366	$1,528,726	$1,964,716	$-25,360
2023	$807,040	$1,232,104	$1,844,345	$-425,064
2022	$1,532,505	$1,257,524	$2,271,425	$274,981
2021	$906,649	$938,867	$2,281,069	$-32,218
2020	$823,755	$965,285	$1,737,295	$-141,530
2019	$1,210,397	$944,704	$1,776,438	$265,693
2018	$820,525	$852,738	$1,552,629	$-32,213

DALLAS HISTORICAL SOCIETY