Form 990 for tax year 2022
Filed by TEXAS STATE HISTORICAL ASSOCIATION.
Totals
- Total revenue
- $1,905,287
- Total expenses
- $1,555,500
- Contributions and grants received
- $1,876,559
- Grants paid
- $0
- Program service revenue
- $112,918
- Investment income
- $49,880
- Other revenue
- -$134,070
- Total assets, end of year
- $2,689,484
- Total liabilities, end of year
- $287,606
- Net assets or fund balances, end of year
- $2,401,878
- Program services expenses (Part IX)
- $1,202,266
- Management and general expenses
- $196,419
- Fundraising expenses
- $156,815
- Program service expenses (Part III)
- $1,202,266
Program services were 77.3% 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
$181,413
-
1c · Fundraising events
$176,429
-
1e · Government grants (contributions)
$324,205
-
1f · All other contributions, gifts and grants
$1,194,512
-
1g · Noncash contributions included above
$112,918
-
2a · Program service revenue: Annual Meeting
total $57,417 · related or exempt $57,417 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Texas History Day
total $55,501 · related or exempt $55,501 · unrelated business $0 · excluded $0
-
3 · Investment income
total $49,880 · related or exempt $0 · unrelated business $0 · excluded $49,880
-
5 · Royalties
total $103,595 · related or exempt $0 · unrelated business $0 · excluded $103,595
-
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
$18,535
-
8a · Fundraising events: contributions included on line 1c
$176,429
-
8b · Fundraising events: direct expenses
$238,641
-
8c · Net income from fundraising events
total -$220,106 · unrelated business $0 · excluded $220,106
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$91,674
-
10b · Cost of goods sold
$120,069
-
10c · Net income from sales of inventory
total -$28,395 · related or exempt $0 · unrelated business $0 · excluded -$28,395
-
11a · Other revenue: Advertising Income
total $2,400 · related or exempt $0 · unrelated business $2,400 · excluded $0
-
11b · Other revenue: Other Income
total $8,436 · related or exempt $8,436 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$10,836
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $126,152 · program services $95,434 · management and general $16,264 · fundraising $14,454
-
7 · Other salaries and wages
total $826,909 · program services $625,565 · management and general $106,605 · fundraising $94,739
-
8 · Pension plan contributions
total $23,263 · program services $17,600 · management and general $2,999 · fundraising $2,664
-
9 · Other employee benefits
total $115,643 · program services $87,484 · management and general $14,908 · fundraising $13,251
-
10 · Payroll taxes
total $75,647 · program services $57,228 · management and general $9,753 · fundraising $8,666
-
11c · Fees: accounting
total $15,048 · program services $8,442 · management and general $5,526 · fundraising $1,080
-
11d · Fees: lobbying
total $20,915 · program services $11,733 · management and general $7,680 · fundraising $1,502
-
11g · Fees: other
total $44,952 · program services $40,885 · management and general $2,056 · fundraising $2,011
-
12 · Advertising and promotion
total $1,091 · program services $1,091 · management and general $0 · fundraising $0
-
13 · Office expenses
total $120,535 · program services $94,916 · management and general $16,333 · fundraising $9,286
-
14 · Information technology
total $56,441 · program services $46,151 · management and general $5,302 · fundraising $4,988
-
17 · Travel
total $11,160 · program services $10,175 · management and general $715 · fundraising $270
-
19 · Conferences, conventions and meetings
total $44,614 · program services $44,522 · management and general $0 · fundraising $92
-
20 · Interest
total $12,563 · program services $9,799 · management and general $1,508 · fundraising $1,256
-
22 · Depreciation, depletion and amortization
total $5,349 · program services $4,172 · management and general $642 · fundraising $535
-
23 · Insurance
total $10,636 · program services $7,657 · management and general $2,234 · fundraising $745
-
24a · Other expenses: Award Fees
total $7,830 · program services $7,830 · management and general $0 · fundraising $0
-
24b · Other expenses: Director Fees
total $16,000 · program services $16,000 · management and general $0 · fundraising $0
-
24c · Other expenses: Other Expenses
total $20,752 · program services $15,582 · management and general $3,894 · fundraising $1,276
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $93,208 · end of year $72,011
-
2 · Savings and temporary cash investments
beginning of year $202,109 · end of year $168,365
-
4 · Accounts receivable
beginning of year $30,501 · end of year $514,757
-
8 · Inventories for sale or use
beginning of year $106,801 · end of year $48,904
-
9 · Prepaid expenses and deferred charges
beginning of year $17,162 · end of year $14,551
-
10a · Land, buildings and equipment: cost or other basis
$144,311
-
10b · Land, buildings and equipment: accumulated depreciation
$123,398
-
10c · Land, buildings and equipment, net
beginning of year $23,453 · end of year $20,913
-
11 · Investments: publicly traded securities
beginning of year $1,946,750 · end of year $1,849,983
-
17 · Accounts payable and accrued expenses
beginning of year $176,814 · end of year $102,908
-
19 · Deferred revenue
beginning of year $83,617 · end of year $76,715
-
23 · Secured mortgages and notes payable
beginning of year $172,983 · end of year $107,983
-
27 · Net assets without donor restrictions
beginning of year -$129,724 · end of year $151,526
Mission and programs · 2022
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 $820,606
-
Expenses $135,824 · Revenue $55,502
-
Expenses $146,764 · Revenue $57,417
-
The associations other educational services are comprised of general education programs and outreach for the public including a series of online educational tools and resources, recorded workshops, etc.
Expenses $99,072
As filed on the 2022 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
-
Honorable Ken Wise
Vice President
- Total calculated
- $0
-
Gene Preuss
Second Vice President
- Total calculated
- $0
-
Andrew J Torget
Secretary
- Total calculated
- $0
-
Ricardo Romo
Treasurer
- Total calculated
- $0
-
Lance Lolley
2022 Past President
- Total calculated
- $0
-
Dolph Briscoe IV
Board Member
- Total calculated
- $0
-
Stephanie Cole
Board Member
- Total calculated
- $0
-
George Diaz
Board Member
- Total calculated
- $0
-
Lewis F Fisher
Board Member
- Total calculated
- $0
-
Carlos R Hamilton Jr
Board Member
- Total calculated
- $0
-
Kent Hance
Board Member
- Total calculated
- $0
-
Sonia Hernandez
Board Member
- Total calculated
- $0
-
Whit Jones III
Board Member
- Total calculated
- $0
-
Larry Ketchersid
Board Member
- Total calculated
- $0
-
Joan Marshall
Board Member
- Total calculated
- $0
-
Mary Jo ORear
Board Member
- Total calculated
- $0
-
Joy Phillpott
Board Member
- Total calculated
- $0
-
Bernadette Pruitt
Board Member
- Total calculated
- $0
-
Walter L Buenger
Honorary Board Member
- Total calculated
- $0
-
John W Crain
Honorary Board Member
- Total calculated
- $0
-
Steve Cook
Honorary Board Member
- Total calculated
- $0
-
Heather Green
Executive Director thru October 2022
- Total calculated
- $96,570
- From this org
- $89,644
- From related orgs
- $0
- Other
- $6,926
-
JP Bryan
Executive Director starting October 2022
- Total calculated
- $0
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
- 2022
- Filed
- 5 February 2023
- IRS schema version
- 2022v5.0
- Source object
- 202400369349301615
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