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

Texas State Historical Association

The Authority on Texas History Since 1897

three stars

85.30

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

Board Leadership
Paula Mitchell Marks
President

CEO
Frank de la Teja
Interim Chief Executive Officer

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 85.30 three stars
  Financial 80.44 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 03/01/2018 and includes data from FY2016, 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.

Results Information

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Financial

three stars

80.44

Accountability & Transparency

four stars

93.00

This rating was published 03/01/2018 and includes data from FY2016, 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)
77.8%
  Administrative Expenses 13.2%
  Fundraising Expenses 8.8%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) < 0.01
  Program Expenses Growth 20.0%
  Liabilities to Assets 17.6%
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) 85.30 three stars
Humanities Texas (TX) 85.36 three stars
The Massachusetts Historical Society (MA) 85.00 three stars
Society of the Cincinnati (DC) 88.56 three stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 90.44 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $985,387
   Federated Campaigns $0
   Membership Dues $233,962
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,219,349
   Program Service Revenue $181,233
Total Primary Revenue $1,400,582
   Other Revenue $303,377
TOTAL REVENUE $1,703,959
   
EXPENSES  
   Program Expenses $2,357,541
   Administrative Expenses $213,600
   Fundraising Expenses $290,823
TOTAL FUNCTIONAL EXPENSES $2,861,964
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,158,005
   
Net Assets $2,749,019

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
Educational Services $2,007,006 85.1%
Texas History Day $184,226 7.8%
Junior Historians $97,021 4.1%
Publications $69,288 2.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • August, 2015
  • August, 2014
  • August, 2013
  • August, 2012

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

Compensation % of Expenses Paid to Title
$127,902 4.46% Brian Bolinger CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Texas State Historical Association (TX) 85.30 three stars
Indiana Historical Society (IN) 86.44 three stars
The Massachusetts Historical Society (MA) 85.00 three stars
Maryland Historical Society (MD) 86.88 three stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 97.75 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

Paula Mitchell Marks
President

CEO

Frank de la Teja
Interim Chief Executive Officer

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