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Nonprofiteer
← SAN JACINTO MUSEUM AND BATTLEFIELD

Form 990 for tax year 2023

Filed by SAN JACINTO MUSEUM AND BATTLEFIELD.

Totals

Total revenue
$1,632,423
Total expenses
$909,111
Contributions and grants received
$1,046,873
Grants paid
$0
Program service revenue
$485,682
Investment income
$40,173
Other revenue
$59,695
Total assets, end of year
$3,370,330
Total liabilities, end of year
$103,031
Net assets or fund balances, end of year
$3,267,299
Program services expenses (Part IX)
$528,678
Management and general expenses
$253,258
Fundraising expenses
$127,175
Program service expenses (Part III)
$528,678

Program services were 58.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $27,755

  • 1c · Fundraising events

    $286,320

  • 1f · All other contributions, gifts and grants

    $732,798

  • 1g · Noncash contributions included above

    $14,988

  • 2a · Program service revenue: Museum admissions

    total $485,682 · related or exempt $485,682

  • 3 · Investment income

    total $40,173 · excluded $40,173

  • 6a · Gross rents

    real property $28,540

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $28,540

  • 6d · Net rental income or loss

    total $28,540 · excluded $28,540

  • 7a · Gross sales of assets other than inventory

    securities $60,000

  • 7b · Less cost or other basis and sales expenses

    securities $60,000

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $33,720

  • 8a · Fundraising events: contributions included on line 1c

    $286,320

  • 8b · Fundraising events: direct expenses

    $67,856

  • 8c · Net income from fundraising events

    total -$34,136 · excluded -$34,136

  • 10a · Gross sales of inventory

    $134,056

  • 10b · Cost of goods sold

    $68,765

  • 10c · Net income from sales of inventory

    total $65,291 · related or exempt $65,291

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $65,298 · program services $19,589 · management and general $32,649 · fundraising $13,060

  • 7 · Other salaries and wages

    total $351,975 · program services $249,922 · management and general $50,463 · fundraising $51,590

  • 8 · Pension plan contributions

    total $22,362 · program services $12,312 · management and general $6,165 · fundraising $3,885

  • 9 · Other employee benefits

    total $41,198 · program services $25,748 · management and general $8,615 · fundraising $6,835

  • 10 · Payroll taxes

    total $38,165 · program services $21,013 · management and general $10,522 · fundraising $6,630

  • 11c · Fees: accounting

    total $31,264 · management and general $31,264

  • 11d · Fees: lobbying

    total $33,000 · management and general $33,000

  • 11f · Fees: investment management

    total $5,379 · management and general $5,379

  • 11g · Fees: other

    total $20,209 · management and general $3,709 · fundraising $16,500

  • 12 · Advertising and promotion

    total $29,640 · program services $14,435 · management and general $7,217 · fundraising $7,988

  • 13 · Office expenses

    total $75,609 · program services $23,173 · management and general $49,130 · fundraising $3,306

  • 14 · Information technology

    total $12,243 · program services $1,829 · management and general $365 · fundraising $10,049

  • 17 · Travel

    total $6,480 · program services $174 · management and general $5,815 · fundraising $491

  • 22 · Depreciation, depletion and amortization

    total $72,705 · program services $72,626 · management and general $64 · fundraising $15

  • 23 · Insurance

    total $26,843 · program services $18,020 · management and general $6,584 · fundraising $2,239

  • 24a · Other expenses: Festival expenses

    total $51,990 · program services $46,013 · management and general $1,390 · fundraising $4,587

  • 24b · Other expenses: Exhibit expenses

    total $24,751 · program services $23,824 · management and general $927

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $179,205 · end of year $790,391

  • 2 · Savings and temporary cash investments

    beginning of year $12,355

  • 3 · Pledges and grants receivable

    beginning of year $25,000 · end of year $65,798

  • 4 · Accounts receivable

    end of year $17

  • 8 · Inventories for sale or use

    beginning of year $49,407 · end of year $47,702

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,619 · end of year $27,693

  • 10a · Land, buildings and equipment: cost or other basis

    $3,286,377

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,445,889

  • 10c · Land, buildings and equipment, net

    beginning of year $837,840 · end of year $840,488

  • 11 · Investments: publicly traded securities

    beginning of year $1,313,178 · end of year $1,598,241

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,665 · end of year $37,545

  • 19 · Deferred revenue

    beginning of year $11,855 · end of year $45,150

  • 21 · Escrow or custodial account liability

    beginning of year $16,834 · end of year $20,336

  • 27 · Net assets without donor restrictions

    beginning of year $2,002,383 · end of year $2,728,104

  • 28 · Net assets with donor restrictions

    beginning of year $390,867 · end of year $539,195

Mission and programs · 2023

Mission

To collect and preserve significant historical materials that relate to the early history and culture of Texas and to promote the study of the history of Texas through exhibits, publications, and educational programs.

Activities or mission (Part I)

To conserve Texas's historical materials and promote the study of Texas history.

  • Museum and Monument: The San Jacinto Museum and Battlefield Association is located in the base of the San Jacinto Monument. The museum was established not only to honor those who fought for Texas in 1836, but also to re-visualize the history of Texas and the Spanish Southwest. It was created as a steward of history, and to promote friendship between Texas, Mexico, Spain, France and Latin America. Special treasures can be found from Mexican Texas, the Texas revolution, and the Republic of Texas. The museum also holds art and artifacts from the Spanish conquest, French Texas (a small collection), Spanish colonial life, the Mexican Revolution and the Anglo colonization of Mexican Texas. Texas's early statehood and the Civil War are also featured. Continued on Schedule O Admission to the Museum allows guest access to the Theatre: "Texas Forever!! The Battle of San Jacinto," with a repeat showing every hour on the hour, which tells the story of Texas history. This 35-minute production brings you from the earliest Spanish colonies to the day the West was won. Included in the film's 3,000+ images are 35 original paintings commissioned by the Museum just for "Texas Forever!!"

    Expenses $441,623 · Revenue $472,979

  • Museum Shop: Available for sale at the museum's shop are items related to Texas history including books, maps, art, historic reproductions, and similar educational materials.

    Expenses $71,266 · Revenue $65,291

  • San Jacinto Day: This dramatic battle reenactment is the centerpiece of the admission-free San Jacinto Day Festival, held on the grounds surrounding the San Jacinto Monument. Sponsored by the San Jacinto Museum and Battlefield Association, Texas Historical Commission and the San Jacinto Volunteers, the festival is a full day of music, entertainment, food, games and fun set amidst living history.

    Expenses $10,253 · Revenue $12,225

  • Library: The Albert and Ethel Herzstein Library began in 1939 with gifts from the descendants of Texas heroes. The library's holdings include books and other research materials relating to early exploration and statehood with an emphasis on colonial Texas as a part of Mexico, the Republic of Texas, and the early days of Texas statehood.

    Expenses $5,536 · Revenue $478

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Lamb

    Chairman

    Total calculated
    $0
    Hours/week
    1.5

  • Coble Jorgensen

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • David Oelman

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jamey Steen

    Treasurer

    Total calculated
    $0
    Hours/week
    1.5

  • Bo Bothe

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nancy Burch

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Leslie Doggett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James Earthman III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brad Hermes

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gideon Hixon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Hixon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ann Kelsey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Catherine McCulley

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chad Muir

    Development Chair

    Total calculated
    $0
    Hours/week
    1

  • John Nau III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sarah Pitt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Townes Pressler Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Amy Rogers

    Executive Director

    Total calculated
    $53,063
    From this org
    $53,063
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • David Avila

    Director of Operations

    Total calculated
    $90,377
    From this org
    $83,328
    From related orgs
    $0
    Other
    $7,049
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 November 2024
IRS schema version
2023v5.1
Source object
202403309349300910

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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