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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Texas State Historical Association

The Authority on Texas History Since 1897

two stars

74.45

3001 Lake Austin Boulevard Suite 3.116
Austin, TX 78703
tel: (512) 471-2600   Web Site
EIN: 74-6025220

Board Leadership
Emilio Zamora
President

CEO
Frank de la Teja
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 74.45 two stars
  Financial 69.28 one star
  Accountability & Transparency 81.00 three stars
This rating was published 12/20/2019 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1897, the Texas State Historical Association works 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. The association's publications include the Southwestern Historical Quarterly, more than 150 scholarly books, the Texas Almanac, and the well-known Handbook of Texas Online.

Founded in 1897, the Texas State Historical Association works 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. The association's publications include the Southwestern Historical Quarterly, more than 150 scholarly books, the Texas Almanac, and the well-known Handbook of Texas Online.

Impact Information

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Financial

one star

69.28

Accountability & Transparency

three stars

81.00

This rating was published 12/20/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
79.1%
  Administrative Expenses 10.0%
  Fundraising Expenses 10.8%
  Fundraising Efficiency $0.19
  Working Capital Ratio (years) < 0.01
  Program Expenses Growth 2.5%
  Liabilities to Assets 24.1%
All data for Financial Performance Metrics calculations was provided by Texas State Historical Association on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Texas State Historical Association on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Texas State Historical Association (TX) 74.45 two stars
The New-York Historical Society (NY) 95.94 four stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 96.55 four stars
French Heritage Society (NY) 85.50 three stars
The Filson Historical Society (KY) 88.31 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,249,631
   Federated Campaigns $0
   Membership Dues $213,332
   Fundraising Events $28,230
   Related Organizations $0
   Government Grants $0
Total Contributions $1,491,193
   Program Service Revenue $171,016
Total Primary Revenue $1,662,209
   Other Revenue $117,171
TOTAL REVENUE $1,779,380
   
EXPENSES  
   Program Expenses $1,711,261
   Administrative Expenses $222,465
   Fundraising Expenses $266,097
TOTAL FUNCTIONAL EXPENSES $2,199,823
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-420,443
   
Net Assets $1,726,347

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Publications $839,888 49.1%
Educational Programs $438,043 25.6%
Texas History Day $127,331 7.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-08 12/20/2019 74.45 two stars
2017-08 02/01/2019 79.26 two stars
2016-08 03/01/2018 85.30 three stars
2015-08 03/01/2017 82.95 three stars
2014-08 06/01/2016 83.02 three stars
 
CN 2.0
2014-08 11/01/2015 87.33 three stars
2013-08 02/01/2015 74.09 two stars
2013-08 12/22/2014 70.62 two stars
2013-08 11/01/2014 67.94 one star

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 74-6025220
Name in IRS Master File TEXAS STATE HISTORICAL ASSOCIATION
NTEE Code A82
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(62) Historical site, records or reenactment
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1942
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End August
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • August, 2017
  • August, 2016
  • August, 2015
  • August, 2014
  • August, 2013
Compensation % of Expenses Paid to Title
$140,000 6.36% Brian Bolinger CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Texas State Historical Association (TX) 74.45 two stars
Society of the Cincinnati (DC) 88.28 three stars
Maryland Historical Society (MD) 86.03 three stars
Brooklyn Historical Society (NY) 90.15 four stars
New England Historic Genealogical Society and American Ancestors (MA) 90.32 four stars

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Charity Contact Info

Texas State Historical Association
3001 Lake Austin Boulevard
Suite 3.116
Austin, TX 78703
tel: (512) 471-2600
fax: (512) 473-8691
EIN: 74-6025220

Visit Web Site

Board Leadership

Emilio Zamora
President

CEO

Frank de la Teja
Chief Executive Officer

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