SWENSON HOUSE HISTORICAL SOCIETY

EIN: 831824537 501(c)(3) Community Improvement

ABILENE, TX

Total Revenue
$101,155
Total Expenses
$74,914
Total Assets
$1,014,733
Net Assets
$1,014,733
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
TX
Principal Officer
Shannon Odom
Phone
3252328454
Tax Period
2024-06-01 to 2025-05-31

SWENSON HOUSE HISTORICAL SOCIETY, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $101K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $26K, a strong 26% operating margin.

Mission

The Swenson House was built in 1910 by the Swenson family and is an Historic Abilene Landmark. The Swenson House Historical Society is proud to preserve this lovely home and share its rich history with visitors from all over the world. The Society works to protect & maintain its contents. It is making the Swenson House accessible to schools, universities civic groups & individuals for education, community events, partnerships with civic organizations, docent guided tours, volunteer opportunities, rentals & events.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,431
Program Service Revenue $0
Investment Income $1,724
Other Revenue $0
TOTAL REVENUE $101,155

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $74,914
Other Expenses $74,914
TOTAL EXPENSES $74,914

Year-over-Year Comparison

2024 2023 Change
Revenue $101,155 $87,446 +0.2%
Expenses $74,914 $79,160 -0.1%
Net Income $26,241 $8,286 +2.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
26
Independent Members
26
Employees
N/A
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ceissia Zessel President 15.00
Director
$0 $0 $0
Tami Conaway President Elect 25.00
Director
$0 $0 $0
Suanna Davis Secretary 12.00
Director
$0 $0 $0
Shannon Odom Treasurer 20.00
Director
$0 $0 $0
Janet Payne House Manager (had to take leave during FY2024 -ill) 35.00
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 $101,155 $74,914 $1,014,733 $26,241
2024 $87,446 $79,160 $1,060,293 $8,286
2023 $71,569 $106,894 $1,098,290 $-35,325
2022 $72,936 $99,755 $1,131,097 $-26,819
2021 $1,271,673 $87,983 $1,189,764 $1,183,690
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