STONEY TEXAS HISTORICAL SOCIETY (EIN 815326108) - 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

2015

Legal Domicile

Principal Officer

HOUSTON MARQUIS

Tax Period

2022-01-01 to 2022-12-31

STONEY TEXAS HISTORICAL SOCIETY, founded in 2015, is a small nonprofit in the Arts, Culture & Humanities sector that reported $122K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 68% operating margin.

Mission

To find and restore historic buildings and place historic markers in Stoney, TX and the surrounding areas for the education, benefit, and the enjoyment of the public and researchers to keep the past as a living legacy for our community.

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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 (2022)

Revenue Breakdown

Contributions & Grants $118,000

Program Service Revenue $4,339

Investment Income $0

Other Revenue $0

TOTAL REVENUE $122,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $39,424

TOTAL EXPENSES $39,424

Year-over-Year Comparison

	2022	2021	Change
Revenue	$122,339	$192,872	-0.4%
Expenses	$39,424	$5,377	+6.3%
Net Income	$82,915	$187,495	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JUNE MARQUIS	DIRECTOR	Director	$0	$0	$0
BILL MARQUIS	DIRECTOR	Director	$0	$0	$0
HOUSTON MARQUIS	DIRECTOR	Officer 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
2022	$122,339	$39,424	$326,641	$82,915
2021	$192,872	$5,377	$243,726	$187,495

STONEY TEXAS HISTORICAL SOCIETY