PANHANDLE-PLAINS HISTORICAL SOCIETY (EIN 756019872) - 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

1921

Legal Domicile

Principal Officer

HEATHER FRIEMEL

Phone

8066512244

Tax Period

2023-09-01 to 2024-08-31

PANHANDLE-PLAINS HISTORICAL SOCIETY, founded in 1921, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 32% operating margin.

Mission

TO COLLECT, PRESERVE, CONSERVE, EXHIBIT AND INTERPRET THE HISTORICAL, ETHNOLOGICAL, CULTURAL, AND SCIENTIFIC HERITAGE OF THE PANHANDLE-PLAINS REGION OF TEXAS AND RELTAED AREAS OF THE SOUTHWEST; TO OPERATE AND MAINTAIN THE PANHANDLE-PLAINS HISTORICAL MUSEUM IN ACCORDANCE WITH THE RULES AND REGULATIONS OF THE TEXAS A&M UNIVERSITY BOARD OF REGENTS; TO ENLIST INTEREST AND SUPPORT IN ACHIEVING THE MISSION; AND TO UNDERTAKE OTHER RELATED ACTIVITIES.

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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 $675,630

Program Service Revenue $548,606

Investment Income $773,925

Other Revenue $1,607,117

TOTAL REVENUE $3,605,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,461,633

Fundraising Expenses $85,867

Program Expenses $2,041,886

Other Expenses $993,414

TOTAL EXPENSES $2,455,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,605,278	$3,383,748	+0.1%
Expenses	$2,455,047	$2,242,637	+0.1%
Net Income	$1,150,231	$1,141,111	+0.0%

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

N/A

Volunteers

181

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
DR PAUL MATNEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
ELLEN JONES	PRESIDENT-EL	N/A	Officer Director	$0	$0	$0
JOEL HOGUE	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
SUZANNE WHEELER	TREASURER	N/A	Officer Director	$0	$0	$0
JASON BOYETT	DIRECTOR	N/A	Director	$0	$0	$0
GAYLE CALLAHAN	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL COLLINS	DIRECTOR	N/A	Director	$0	$0	$0
KATHY CORNETT	DIRECTOR	N/A	Director	$0	$0	$0
LANCE GARZA	DIRECTOR	N/A	Director	$0	$0	$0
PAT HICKMAN	DIRECTOR	N/A	Director	$0	$0	$0
DR JESSICA MALLARD	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT NELSON	DIRECTOR	N/A	Director	$0	$0	$0
LENNY SADLER	DIRECTOR	N/A	Director	$0	$0	$0
WHITNEYROSE UPCHURCH	DIRECTOR	N/A	Director	$0	$0	$0
DR ANDREW HAY	EXECUTIVE DI	40.00	Officer	$0	$0	$0
HEATHER FRIEMEL	DIR FINANCE/	40.00	Officer	$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	$3,605,278	$2,455,047	$17,904,161	$1,150,231
2023	$3,383,748	$2,242,637	$16,031,622	$1,141,111
2022	$2,663,126	$1,950,263	$14,655,404	$712,863
2021	$2,121,798	$1,577,202	$16,000,249	$544,596
2020	$2,621,977	$1,630,906	$13,758,166	$991,071
2019	$2,425,786	$1,678,235	$12,500,795	$747,551

PANHANDLE-PLAINS HISTORICAL SOCIETY