Surls + Locke Museum of Art
Legal name: Surls Locke Museum
Nonprofit profile at a glance
- EIN
- 991786653
- IRS 990 coverage
- 2024–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Cleveland, TX, US
- Phone
- 4022032308
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Art Museums
Reported finances
- Revenue
- $241,000
- Expenses
- $217,219
- Assets
- $23,781
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- CHARMAINE LOCKE (CO-PRESIDENT)
- JAMES SURLS (CO-PRESIDENT)
People named in this filing
- BILLY HASSELL (SECRETARY)
- CHARMAINE LOCKE (CO-PRESIDENT)
- LENORE MONCRIEF (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Surls + Locke Museum of Art is dedicated to preserving and showcasing the artistic legacy of James Surls and Charmaine Locke and their contribution to the arts. This museum serves to celebrate its origins in Texas storytelling traditions and makes use of its expansive natural landscape to educate in the arts, sciences, and philosophy in order to inspire future generations.
What it reported doing in 2024
To collect, preserve, interpret, and exhibit works of art and cultural artifacts for the education and enrichment of the public.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 92
- Accountability: 88
- Sustainability: 48
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.7%; rating input score 86
- Program expense ratio: 95%; rating input score 95
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 9.9%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 0.11; rating input score 7; 7th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- What they do: 8 programs and campaigns described on the official site · 2 operating locations identified
- Where the money goes: 85.7% of revenue deployed · 95% of spending went to programs
- Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $206K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 18 of 18 current checks pass
- Schedules: 3 filed schedules · includes major donors
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Total-asset coverage ratio scored 7/100.