Nonprofit · EIN 74-1563772
HISTORIC WACO FOUNDATION INC
Tax-exempt · WACO, TX 76706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $441,403 | $499,150 | -$57,747 | $2,652,307 | $22,988 | $2,629,319 |
| December 31, 2023 | 990 | $413,904 | $460,146 | -$46,242 | $2,691,125 | $31,829 | $2,659,296 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $183,117
- of which government grants
- $50,000
- Membership dues
- $42,969
- Program service revenue
- $82,857
- Investment income
- $52,179
- Net gain from sales of assets
- $24,992
- Net income from fundraising events
- $1,818
- Net income from gaming
- $75,000
- Net income from sales of inventory
- -$13,568
- Other revenue
- $123,250
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $60,000
- Other salaries and wages
- $174,838
- Salaries, compensation and benefits (total)
- $252,986
- Professional fundraising fees
- $0
- Accounting fees
- $30,870
- Occupancy
- $102,134
- Depreciation
- $14,778
- Program services (functional)
- $366,358
- Management and general (functional)
- $103,277
- Fundraising (functional)
- $29,515
Balance sheet and other
- Total assets, start of year
- $2,691,125
- Total assets, end of year
- $2,652,307
- Total liabilities, end of year
- $22,988
- Net assets, end of year
- $2,629,319
- Land, buildings and equipment
- $1,971,611
- Publicly traded securities
- $237,798
- Net assets without donor restrictions
- $1,663,935
- Net assets with donor restrictions
- $965,384
- Gross receipts
- $464,578
- Employees
- 9
- Volunteers
- 30
- Year formed
- 1967
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK SWANSON | Executive Direc Trustee or director | 44 | $60,000 |
| JEFF PIRTLE | MEMBER Trustee or director | 1 | $0 |
| TOM BALK | Secretary Trustee or director | 1 | $0 |
| ADRIENNE CAIN DAROUGH | MEMBER Trustee or director | 1 | $0 |
| ED BOYD | Treasurer Trustee or director, Officer | 1 | $0 |
| CLINT LYNCH | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| BEVIL COHN | MEMBER Trustee or director | 1 | $0 |
| KRYSTA LONG | MEMBER Trustee or director | 1 | $0 |
| BJ GREAVES | MEMBER Trustee or director | 1 | $0 |
| KANDANCE MENNING | MEMBER Trustee or director | 1 | $0 |
| RACHEL NADEAU-JOHNSON | Member Trustee or director | 1 | $0 |
| DONNA TEAL | Member Trustee or director | 1 | $0 |
| STEPHANIE SCHWAB | Vice President Trustee or director, Officer | 1 | $0 |
| ERIC AMES | President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK SWANSON | Executive Direc Trustee or director | 44 | $0 |
| VIVIAN RUTHERFORD | Member Trustee or director | 0.25 | $0 |
| TOM BALK | Secretary Trustee or director | 0.5 | $0 |
| OSCAR CHOMBO | MEMBER Trustee or director | 0.25 | $0 |
| ED BOYD | Treasurer Trustee or director, Officer | 0.5 | $0 |
| CLINT LYNCH | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| BEVIL COHN | MEMBER Trustee or director | 4 | $0 |
| JEFF PIRTLE | Member Trustee or director | 0.25 | $0 |
| BJ GREAVES | MEMBER Trustee or director | 1 | $0 |
| KANDANCE MENNING | MEMBER Trustee or director | 1 | $0 |
| RACHEL NADEAU-JOHNSON | Member Trustee or director | 0.5 | $0 |
| DONNA TEAL | Member Trustee or director | 1 | $0 |
| STEPHANIE SCHWAB | Vice President Trustee or director, Officer | 0.25 | $0 |
| ED VALLEJO | Member Trustee or director | 0.25 | $0 |
| ERIC AMES | President Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 810 S 4TH ST, WACO, TX 76706-1036
- Principal officer (990 for 2024)
- ERIK SWANSON, 810 SOUTH 4TH STREET, WACO, TX 76706
- Signed the 990
- ERIK SWANSON, Executive Direc
- Phone
- (254) 753-5166
- Website
- WWW.HISTORICWACO.ORG
- Return prepared by
- Rebecca Tucker CPA
Mission
TO COLLECT, MAINTAIN, PRESERVE, PUBLISH AND INTERPRET THE HERITAGE AND HISTORY OF WACO, McLENNAN COUNTY, TEXAS
Program accomplishments
- PRESERVATION OF HISTORIC HOMES WITHIN THE WACO AREA AND PROMOTING ECONOMIC GROWTH WITHIN THE COMMUNITY;SERVES APPROXIMATELY 60,000 PERSONS DURING THE YEAR.Expenses $287,010 · revenue $11,387
- EDUCATION PROGRAMS REGARDING HISTORIES OF EVENTS, PLACES, AND ARTIFACTS OF THE COMMUNITY AND SURROUNDING AREAExpenses $79,348 · revenue $598
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1563772
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $2,652,307
- Income (IRS master file)
- $464,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $441,403 | $499,150 | $2,652,307 | IRS |
| 990 | December 2023 | $413,904 | $460,146 | $2,691,125 | XML |
| 990 | December 2022 | $327,100 | $345,792 | $2,737,409 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1563772).
Questions about HISTORIC WACO FOUNDATION INC
- What is the EIN of HISTORIC WACO FOUNDATION INC?
- The employer identification number (EIN) of HISTORIC WACO FOUNDATION INC is 74-1563772.
- Is HISTORIC WACO FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to HISTORIC WACO FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC WACO FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC WACO FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC WACO FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HISTORIC WACO FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names ERIK SWANSON.
- Who are the officers and directors of HISTORIC WACO FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $60,000 (ERIK SWANSON, Executive Direc).
- How much revenue does HISTORIC WACO FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $441,403, expenses of $499,150 and total assets of $2,652,307 at year end.
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All nonprofits in WACO · Texas · Arts, culture and humanities