2024-11-25T15:14:18-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 741146784 San Jacinto Museum and Battlefield Association SANJ 2814792421 One Monument Circle La Porte TX 77571 Mike Lamb Chairman 2814792421 2024-11-25 1 0 Barbara Murphy P01386215 7134395739 2024-11-25 2023 2024-10-15 13:58:12Z Mike Lamb One Monument Circle La Porte TX 77571 1829044 0 X www.sanjacinto-museum.org X 1938 TX To conserve Texas's historical materials and promote the study of Texas history. 17 17 12 321 0 0 437629 1046873 271120 485682 63645 40173 35729 59695 808123 1632423 0 0 0 0 524466 518998 0 0 127175 267675 390113 792141 909111 15982 723312 2459604 3370330 66354 103031 2393250 3267299 X To collect and preserve significant historical materials that relate to the early history and culture of Texas and to promote the study of the history of Texas through exhibits, publications, and educational programs. 0 0 441623 472979 Museum and Monument: The San Jacinto Museum and Battlefield Association is located in the base of the San Jacinto Monument. The museum was established not only to honor those who fought for Texas in 1836, but also to re-visualize the history of Texas and the Spanish Southwest. It was created as a steward of history, and to promote friendship between Texas, Mexico, Spain, France and Latin America. Special treasures can be found from Mexican Texas, the Texas revolution, and the Republic of Texas. The museum also holds art and artifacts from the Spanish conquest, French Texas (a small collection), Spanish colonial life, the Mexican Revolution and the Anglo colonization of Mexican Texas. Texas's early statehood and the Civil War are also featured. Continued on Schedule O Admission to the Museum allows guest access to the Theatre: "Texas Forever!! The Battle of San Jacinto," with a repeat showing every hour on the hour, which tells the story of Texas history. This 35-minute production brings you from the earliest Spanish colonies to the day the West was won. Included in the film's 3,000+ images are 35 original paintings commissioned by the Museum just for "Texas Forever!!" 71266 65291 Museum Shop: Available for sale at the museum's shop are items related to Texas history including books, maps, art, historic reproductions, and similar educational materials. 10253 12225 San Jacinto Day: This dramatic battle reenactment is the centerpiece of the admission-free San Jacinto Day Festival, held on the grounds surrounding the San Jacinto Monument. Sponsored by the San Jacinto Museum and Battlefield Association, Texas Historical Commission and the San Jacinto Volunteers, the festival is a full day of music, entertainment, food, games and fun set amidst living history. 5536 478 Library: The Albert and Ethel Herzstein Library began in 1939 with gifts from the descendants of Texas heroes. The library's holdings include books and other research materials relating to early exploration and statehood with an emphasis on colonial Texas as a part of Mexico, the Republic of Texas, and the early days of Texas statehood. 5536 478 528678 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 14 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Alicia Leal 2814792421 One Monument Circle La Porte TX 77571 X Michael Lamb Chairman 1.50 0.00 X X 0 0 0 Coble Jorgensen Vice Chair 1.00 0.00 X X 0 0 0 David Oelman Secretary 1.00 0.00 X X 0 0 0 Jamey Steen Treasurer 1.50 0.00 X X 0 0 0 Bo Bothe Trustee 1.00 0.00 X 0 0 0 Nancy Burch Trustee 1.00 0.00 X 0 0 0 Leslie Doggett Trustee 1.00 0.00 X 0 0 0 James Earthman III Trustee 1.00 0.00 X 0 0 0 Brad Hermes Trustee 1.00 0.00 X 0 0 0 Gideon Hixon Trustee 1.00 0.00 X 0 0 0 Robert Hixon Trustee 1.00 0.00 X 0 0 0 Ann Kelsey Trustee 1.00 0.00 X 0 0 0 Catherine McCulley Trustee 1.00 0.00 X 0 0 0 Chad Muir Development Chair 1.00 0.00 X 0 0 0 John Nau III Trustee 1.00 0.00 X 0 0 0 Sarah Pitt Trustee 1.00 0.00 X 0 0 0 Townes Pressler Jr Trustee 1.00 0.00 X 0 0 0 Amy Rogers Executive Director 20.00 0.00 X 53063 0 0 David Avila Director of Operations 40.00 0.00 X 83328 0 7049 136391 0 7049 0 0 0 0 Gallagher & Associates 1140 3rd Street NE 2149 Washington DC 20002 Project Consultants 241260 1 27755 286320 732798 14988 1046873 Museum admissions 900099 485682 485682 485682 40173 40173 28540 0 28540 28540 28540 60000 60000 0 0 33720 286320 67856 -34136 -34136 134056 68765 65291 65291 1632423 550973 0 34577 65298 19589 32649 13060 351975 249922 50463 51590 22362 12312 6165 3885 41198 25748 8615 6835 38165 21013 10522 6630 31264 31264 33000 33000 5379 5379 20209 3709 16500 29640 14435 7217 7988 75609 23173 49130 3306 12243 1829 365 10049 6480 174 5815 491 72705 72626 64 15 26843 18020 6584 2239 Festival expenses 51990 46013 1390 4587 Exhibit expenses 24751 23824 927 909111 528678 253258 127175 179205 790391 12355 25000 65798 17 49407 47702 42619 27693 3286377 2445889 837840 840488 1313178 1598241 2459604 3370330 37665 37545 11855 45150 16834 20336 66354 103031 X 2002383 2728104 390867 539195 2393250 3267299 2459604 3370330 723312 150737 0 X 0 1 X 1 0 X 701239 635747 759950 437629 1046873 3581438 701239 635747 759950 437629 1046873 3581438 450454 3130984 34802 38964 56628 27700 68713 226807 79783 4023 83806 3892051 2309806 0.80450 0.83820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 33000 33000 0 Part II-B, Line 1: The San Jacinto Museum and Battlefield Association contracted professional services to represent the museum and monitor the legislative process regarding matters affecting appropriations or revenue related to the museum. X X X X 0 0 1 X 14059 365 14424 14053 6 14059 14052 1 14053 14024 28 14052 13972 52 14024 0.65000 0.35000 0 0 742828 742828 2032255 2001338 30917 415906 350029 65877 95388 94522 866 840488 1886994 150737 109213 259950 1627044 5379 5379 1632423 1012945 109213 109213 903732 5379 5379 909111 Part III, Line 1a: The Association's collections consist of artifacts, documents, manuscripts, books, and visual arts, as well as other documents that are held for educational, research, and curatorial purposes. The Association uses the artifacts and specimens for public exhibition, as loans to other museums, and for educational programs and research. The Association is responsible for the preservation of its collections in perpetuity. Under the direction of the Board of Trustees (the Board) of the Association, the Executive Director of the Association, and the Curatorial Staff, collections continue to be cared for, used, and expanded. All requests for deaccession must be approved by the Board. If the Association is unable to locate an appropriate repository for transfer or exchange, the Association may sell the object. The proceeds from sale are used solely for acquisition or care, through preservation or conservation, of the collection. The Association maintains catalogued records of accessions, deaccessions, and items in each particular collection. There were no sales or significant additions to the collections for the year ended December 31, 2023. Part III, Line 4: See response to Part III, Line 1a for the full text of the audit note which describes the Museum's collections. Part IV, Line 2b: The Museum administers funds on behalf of the Texas Historical Commission. It also holds funds for the annual San Jacinto Ceremony. Part V, Line 4: The organization's endowment is intended to provide funds to support the library. X X X X X X 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY San Jacinto Dinner 286870 253150 33720 14567 40478 Fun Run 33170 33170 243 12568 320040 286320 33720 14567 40721 12568 67856 -34136 X 1 Collection item 0 1 0 Part I, Line 33: San Jacinto Museum and Battlefield Association does not capitalize its collections and therefore does not report any corresponding revenue from collections that have been acquired through donations. Form 990, Part VI, Section A, line 1a The Executive Committee consists of the current officers and the immediate past Board Chair (who shall serve in an ex-officio capacity for one year) and no more than two other Trustees appointed by the Chair. In the event there is a Chair-Elect who would not otherwise be on the Committee, such Chair-Elect will also be an ex-officio member of the Committee. The Chair presides at all meetings of the Executive Committee, but if the Chair is not in attendance, a Vice Chair will preside at the meeting. Except as limited by resolution of the Board of Trustees, the Executive Committee, during intervals between meetings of the Board of Trustees, possesses and may exercise all authority of the Board of Trustees regarding management of the Association including action with respect to the authorization and execution of legal instruments. The Executive Committee has established its own rules and procedures, and at least five members of the Executive Committee are necessary to constitute a quorum. The affirmative vote of not less than four Executive Committee members is necessary for adoption of any resolution or any other action. Form 990, Part VI, Section A, line 2 Robert Hixon and Gideon Hixon have a family relationship. Jamey Steen and Coble Jorgensen have a family relationship. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Director of Operations and the Finance Committee prior to filing with the IRS. Form 990, Part VI, Section B, line 12c A copy of the Conflict of Interest policy is mailed to each Trustee annually for them to review, sign and return. At that time, each Trustee is required to disclose whether any potential conflicts of interest exist. These disclosures are reviewed by a committee of Trustees. Form 990, Part VI, Section B, line 15a The Finance Committee uses comparable data to review and approve the Director of Operations' compensation annually. Form 990, Part VI, Section C, line 19 Available upon request. Part VII The Museum has an agreement with the Texas Historical Commission (THC)) to compensate Museum personnel. The Museum's Executive Director Amy Rogers is an employee of the THC. The Part VII compensation for Amy Rogers reflects the amount paid by THC for her services to the Museum. Effective September 1, 2023 David Avila's compensation as Museum Director of Operations is paid by the Texas Historical Commission. The Part VII compensation for David Avila reflects nine months paid directly by the Museum and four months paid by the THC.