Skip to content
Nonprofiteer
← TEXAS STATE HISTORICAL ASSOCIATION

Form 990 for tax year 2023

Filed by TEXAS STATE HISTORICAL ASSOCIATION.

Totals

Total revenue
$1,815,096
Total expenses
$2,097,410
Contributions and grants received
$1,386,929
Grants paid
$0
Program service revenue
$147,468
Investment income
$63,074
Other revenue
$217,625
Total assets, end of year
$2,643,603
Total liabilities, end of year
$260,525
Net assets or fund balances, end of year
$2,383,078
Program services expenses (Part IX)
$1,738,541
Management and general expenses
$178,701
Fundraising expenses
$180,168
Program service expenses (Part III)
$1,738,541

Program services were 82.9% 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

    $132,170

  • 1c · Fundraising events

    $262,314

  • 1f · All other contributions, gifts and grants

    $992,445

  • 2f · All other program service revenue

    total $147,468 · related or exempt $147,468

  • 3 · Investment income

    total $63,074 · excluded $63,074

  • 5 · Royalties

    total $104,611 · excluded $104,611

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $78,477

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

    $147,468

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $78,477 · excluded $78,477

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $142,011

  • 10b · Cost of goods sold

    $116,502

  • 10c · Net income from sales of inventory

    total $25,509 · excluded $25,509

  • 11d · All other revenue

    total $9,028 · excluded $9,028

  • 11e · Other revenue, total

    $9,028

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,055,649 · program services $875,027 · management and general $89,941 · fundraising $90,681

  • 8 · Pension plan contributions

    total $24,681 · program services $20,459 · management and general $2,103 · fundraising $2,119

  • 9 · Other employee benefits

    total $149,548 · program services $123,960 · management and general $12,741 · fundraising $12,847

  • 10 · Payroll taxes

    total $87,065 · program services $72,168 · management and general $7,418 · fundraising $7,479

  • 11b · Fees: legal

    total $5,902 · program services $4,892 · management and general $503 · fundraising $507

  • 11c · Fees: accounting

    total $26,650 · program services $22,090 · management and general $2,271 · fundraising $2,289

  • 11g · Fees: other

    total $87,232 · program services $72,307 · management and general $7,432 · fundraising $7,493

  • 12 · Advertising and promotion

    total $6,375 · program services $5,284 · management and general $543 · fundraising $548

  • 13 · Office expenses

    total $114,428 · program services $94,848 · management and general $9,750 · fundraising $9,830

  • 14 · Information technology

    total $48,455 · program services $40,165 · management and general $4,128 · fundraising $4,162

  • 17 · Travel

    total $26,079 · program services $21,617 · management and general $2,222 · fundraising $2,240

  • 19 · Conferences, conventions and meetings

    total $343,565 · program services $284,781 · management and general $29,272 · fundraising $29,512

  • 20 · Interest

    total $7,767 · program services $6,438 · management and general $662 · fundraising $667

  • 22 · Depreciation, depletion and amortization

    total $5,900 · program services $4,890 · management and general $503 · fundraising $507

  • 23 · Insurance

    total $12,706 · program services $10,532 · management and general $1,083 · fundraising $1,091

  • 24a · Other expenses: Award Fees

    total $49,413 · program services $40,958 · management and general $4,210 · fundraising $4,245

  • 24b · Other expenses: Director Fees

    total $18,250 · program services $15,127 · management and general $1,555 · fundraising $1,568

  • 24e · All other expenses

    total $27,745 · program services $22,998 · management and general $2,364 · fundraising $2,383

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,011 · end of year $75,415

  • 2 · Savings and temporary cash investments

    beginning of year $168,365 · end of year $100,398

  • 4 · Accounts receivable

    beginning of year $514,757 · end of year $73,120

  • 8 · Inventories for sale or use

    beginning of year $48,904 · end of year $156,104

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,551 · end of year $18,560

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

    $144,311

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

    $129,298

  • 10c · Land, buildings and equipment, net

    beginning of year $20,913 · end of year $15,013

  • 11 · Investments: publicly traded securities

    beginning of year $1,849,983 · end of year $2,204,993

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,908 · end of year $92,347

  • 19 · Deferred revenue

    beginning of year $76,715 · end of year $115,195

  • 23 · Secured mortgages and notes payable

    beginning of year $107,983 · end of year $52,983

  • 27 · Net assets without donor restrictions

    beginning of year $151,526 · end of year -$14,601

Mission and programs · 2023

Mission

TSHA Publications and Digital Gateway content delivery. Program Summary See Schedule O for details: Handbook of Texas, Southwest Historical Quarterly, TSHA Press, Texas Almanac, Legacy of Texas Online Store, Digital Gateway, Texas Day by Day Feed.

Activities or mission (Part I)

To foster the appreciation, understanding, and teaching of the rich and unique history of Texas and, by example and through programs and activities, encourage and promote research, preservation, and publication of historical material affecting the state of Texas.

  • TSHA Publications and Digital Gateway content delivery. Program Summary See Schedule O for details: Handbook of Texas, Southwest Historical Quarterly, TSHA Press, Texas Almanac, Legacy of Texas Online Store, Digital Gateway, Texas Day by Day Feed.

    Expenses $881,594

  • Expenses $479,907 · Revenue $86,882

  • Expenses $249,390 · Revenue $60,586

  • TSHA Educational Initiative

    Expenses $127,650

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

Listed in Part VII

  • Nancy Baker Jones

    President

    Total calculated
    $0
    Hours/week
    1

  • Ken Wise

    President

    Total calculated
    $0
    Hours/week
    1

  • Gene Preuss

    Second Vice President

    Total calculated
    $0
    Hours/week
    1

  • Patrick Cox

    Past President

    Total calculated
    $0
    Hours/week
    1

  • Lance Lolley

    Past President

    Total calculated
    $0
    Hours/week
    1

  • Andrew Torget

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Ricardo Romo

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Dolph Briscoe IV

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Cole

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • George Diaz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lewis F Fisher

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carlos R Hamilton Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kent Hance

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sonia Hernandez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Whit Jones III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Larry Ketchersid

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joan Marshall

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mary Jo O'Rear

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joy Philpott

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bernadette Pruitt

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steve Cook

    Honorary Lifetime Board Member

    Total calculated
    $0
    Hours/week
    1

  • Walter L Buenger

    Honorary Lifetime Board Member

    Total calculated
    $0
    Hours/week
    1

  • John W Crain

    Honorary Lifetime Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wes Perry

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Max Grossman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Boyd

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jose Angel Hernandez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ramona Bass

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • William V Scott

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brandon Seale

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Betty Edwards

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ann Martinez-Catsam

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • WF Strong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Katharine Armstrong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steve Ivy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steve Hardin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • JP Bryan

    Executive Director

    Total calculated
    $0
    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
8 May 2025
IRS schema version
2023v6.0
Source object
202541289349304494

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

The source document this was parsed from is served over the API, which is where bulk and document access live.