2023-10-02T14:37:45-05:00 2022-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-01-01 741146784 San Jacinto Museum and Battlefield Association SANJ 2814792421 One Monument Circle La Porte TX 77571 Michael Lamb Chairman 2814792421 2023-10-02 1 Michael Lamb 999009999 0 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Michael Lamb One Monument Circle La Porte TX 77571 1904673 0 X www.sanjacinto-museum.org X 1938 TX To conserve Texas's historical materials and promote the study of Texas history. 20 20 12 173 0 0 759950 437629 307542 271120 -57014 63645 37680 35729 1048158 808123 0 0 0 0 391935 524466 0 0 83808 412534 267675 804469 792141 243689 15982 2645827 2459604 69908 66354 2575919 2393250 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 345805 228214 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!!" 68432 53197 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. 41020 41570 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. 8154 1336 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. 0 0 Research: The Museum is a rich depository of resources for the study of the Republic of Texas, early Texas statehood and politics, and Native Americans in Texas. 8154 1336 463411 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 11 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 Gideon Hixon Chairman (thru 10/22) 1.50 0.00 X X 0 0 0 Catherine McCulley Vice Chair 1.00 0.00 X X 0 0 0 Michael Lamb Treasurer, Chair (as of 10/22) 1.50 0.00 X X 0 0 0 Jamey Steen Trustee, Treasurer (as of 10/22) 1.00 0.00 X X 0 0 0 David Oelman Secretary 1.00 0.00 X X 0 0 0 Donna Bahorich Non-voting THC representative 1.00 0.00 X 0 0 0 Christopher Black Trustee 1.00 0.00 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 Verlinde Doubleday Trustee 1.00 0.00 X 0 0 0 James Earthman III Trustee 1.00 0.00 X 0 0 0 Lilia Garcia Non-voting THC representative 1.00 0.00 X 0 0 0 Brad Hermes Trustee 1.00 0.00 X 0 0 0 Robert Hixon Trustee 1.00 0.00 X 0 0 0 Coble Jorgensen Trustee 1.00 0.00 X 0 0 0 Ann Kelsey Trustee 1.00 0.00 X 0 0 0 Chad Muir Trustee 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 Dan Sugulas Trustee 1.00 0.00 X 0 0 0 Amy Rogers Executive Director 20.00 0.00 X 51981 0 0 David Avila Director of Operations 50.00 0.00 X 77742 0 12234 129723 0 12234 0 0 0 0 0 25238 248883 163508 437629 Museum admissions 900099 271120 271120 271120 21225 21225 535 535 5940 0 5940 5940 5940 1028042 985622 42420 42420 42420 25440 248883 49383 -23943 -23943 114742 61545 53197 53197 808123 324317 0 46177 89976 22495 53985 13496 361034 246008 65918 49108 5595 3145 1639 811 35165 23583 6544 5038 32696 18378 9577 4741 34413 34413 3878 3878 20740 10695 10045 9816 1028 1997 6791 70668 29256 37680 3732 17731 9751 7914 66 3230 1250 1980 49197 49056 116 25 30737 21501 9236 Festival espenses 16020 16020 Exhibit expenses 11245 11245 792141 463411 244922 83808 430232 179205 12355 17000 25000 9034 48323 49407 26452 42619 3211024 2373184 861496 837840 1253290 1313178 2645827 2459604 48691 37665 4000 11855 17217 16834 69908 66354 X 2204000 2002383 371919 390867 2575919 2393250 2645827 2459604 15982 -198651 0 X 0 1 X 1 0 X 579377 701239 635747 759950 437629 3113942 579377 701239 635747 759950 437629 3113942 265120 2848822 42963 34802 38964 56628 27700 201057 79783 4023 83806 3398805 2465608 0.83820 0.79810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 14053 6 14059 14052 1 14053 14024 28 14052 13972 52 14024 13968 4 13972 0.65000 0.35000 0 0 742828 742828 2023986 1960819 63167 323281 318003 5278 120929 94362 26567 837840 659095 -198651 53501 -145150 804245 3878 3878 808123 841764 53501 53501 788263 3878 3878 792141 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, 2022. 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. San Jacinto Dinner 254861 229421 25440 6151 32165 2560 Fun Run 19462 19462 337 8170 274323 248883 25440 6151 32502 10730 49383 -23943 X 2 X 3 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. Form 990, Part VI, Line 1a: The Executive Committee shall: (a) Shall consist of the current officers and the immediate past Chair (who shall serve in an ex-officio capacity for one year) of the Corporation and no more than two (2) other Trustees appointed by the Chair. In the event there be a Chair Elect who would not otherwise be on the Committee, such Chair Elect shall also be an ex-officio member of the Committee. The Chair shall preside at all meetings of the Executive Committee, but if the Chair is not in attendance, a Vice Chairman shall preside at such meeting. Except as may be limited by resolution adopted by the Board of Trustees, the Executive Committee, during the intervals between meetings of the Board of Trustees, shall have and exercise the authority of the Board of Trustees and the management of the Corporation including action with respect to the authorization and execution of legal instruments. The Executive Committee shall establish its own rules and procedures, and at least five (5) members of the Executive Committee shall be necessary to constitute a quorum and the affirmative vote of not less than four (4) members shall be necessary for the adoption of any resolution or the taking of any other action by the Executive Committee. Form 990, Part VII, Section A: Amy Rogers is compensated by the Texas Historical Commission.