HISTORIC FORT WORTH INC Charity Report

Public IRS 990 nonprofit record

HISTORIC FORT WORTH INC

EIN 23-7047051 · Historical Organizations (A80)

What they do

Historic Fort Worth, Inc. is Dedicated to Preserving Fort Worths Unique Historic Identity Through Stewardship, Education and Leadership.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $38.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders46 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

49.31%of revenue went to mission work38.8% of expenses · Program services

20.83%of revenue went to fundraising16.4% of expenses

$127.01spent for every $100 of revenueSpending was higher than revenue this year.

56.87%of revenue went to management and office costs44.8% of expenses

$2.85in assets for every $1 spent this yearSome assets cannot be spent right away.

35.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $92,993 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $43,847 for JERRE TRACY (EXECUTIVE DIR.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$344,259

Mission workProgram services$169,76249.31% of revenue38.8% of expenses

ManagementOffice and general costs$195,77656.87% of revenue44.8% of expenses

FundraisingAsking for donations$71,71420.83% of revenue16.4% of expenses

Total expenses$437,252127.01% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 38.8% mission · 44.8% management · 16.4% fundraisingTotal expenses: 127.01% of revenue

2023Expense mix: 41.4% mission · 43.4% management · 15.2% fundraisingTotal expenses: 83.36% of revenue

2022Expense mix: 72.9% mission · 21.7% management · 5.4% fundraisingTotal expenses: 181.82% of revenue

2021Expense mix: 73.2% mission · 19.3% management · 7.5% fundraisingTotal expenses: 97.78% of revenue

2020Expense mix: 45.7% mission · 26.0% management · 28.3% fundraisingTotal expenses: 73.30% of revenue

2019Expense mix: 56.4% mission · 23.5% management · 20.1% fundraisingTotal expenses: 52.81% of revenue

2018Expense mix: 67.3% mission · 23.1% management · 9.6% fundraisingTotal expenses: 66.95% of revenue

2017Expense mix: 70.7% mission · 21.8% management · 7.6% fundraisingTotal expenses: 104.75% of revenue

Money in and money out

Revenue$344,259

Expenses$437,252

Annual shortfall $92,993 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$169,762 · 38.8% of expenses

Management and office costs$195,776 · 44.8% of expenses

Fundraising$71,714 · 16.4% of expenses

See all reported dollar amounts

Revenue$344,259

Expenses$437,252

Assets$1,246,060

Income$419,763

Contributions$122,311

Mission work (program services)$169,762

Fundraising$71,714

Management and general$195,776

Executive compensation (total)$50,000

Accounting fees$9,690

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JERRE TRACYEXECUTIVE DIR. · 40 hrs/week $43,847

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (46)

JERRE TRACYEXECUTIVE DIR.

MELANIE SMITHTRUSTEE

JOHN LEWIS TANDYTRUSTEE

JOSEPH R MALYTRUSTEE

JUDITH SINGER COHENTRUSTEE

KAREN HOLCOMBTRUSTEE

LAURI LAWRENCETRUSTEE

LEZLIE MONTELEONETRUSTEE

MAE MALYTRUSTEE

MALINDA CRUMLEYTRUSTEE

MARTIN W DAHLTRUSTEE

MARTY LEONARDTRUSTEE

JOHN ROBERTSTRUSTEE

PAT SCHUTTSTRUSTEE

PATI MEADOWSTRUSTEE

RANDI THISTLETHWAITESECRETARY

RICK MAXEYTRUSTEE

ROSALYN G ROSENTHALTRUSTEE

SCOTT TURNERTRUSTEE

SUSAN COOKTRUSTEE

SUSANNA BARTOLOMEITRUSTEE

SUSIE MARTINEZ MITCHELLTRUSTEE

WHITNEY WOMACKTRUSTEE

WILL NORTHERNTRUSTEE

EARL COXTRUSTEE

ALYSSA BANTATRUSTEE

ANNE WRIGHTTRUSTEE

ART BRENDERTRUSTEE

BRENDA MCCLURKINTRUSTEE

BRENT HULLTRUSTEE

BRITT STOKESTRUSTEE

CARA KENNEMERCHAIRMAN

CECIL F SMITHTRUSTEE

COM ELLIOTT K WRIGHTTRUSTEE

DAVID BURSHEARSTRUSTEE

ADAIR TAULBEETRUSTEE

ESTRUS TUCKERTRUSTEE

FRANCIE ALLENTRUSTEE

GAIL LANDRETHTRUSTEE

GAYE REEDTRUSTEE

GEORGE L BRISTOLTRUSTEE

HENRY BORBOLLATREASURER

HOLLY SCHURTRUSTEE

JACQUELINE PILANDTRUSTEE

JAYNIE CUMMINGTRUSTEE

JODY K SMITHTRUSTEE

About this charity

Recognized since: January 1969
Location: 1110 PENN ST, FORT WORTH, TX 76102-3417
County: Tarrant
In care of: Jerre Tracy
Primary officer: Jerre Tracy, Executive Director

How to reach them

WebsiteVisit the charity’s website Emailrentals@historicfortworth.org Phone(817) 336-2344

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: STEPHANIE A SHANER CPA PLLC
NTEE classification: Historical Organizations (A80)
IRS tax category: Historical Organizations