2024-05-14T11:56:42-00:00 2023-06-30 800714410 Darin Guthrie CPA PLLC 3024 E Ft Lowell Ste 100 Tucson AZ 85716 990 2022-07-01 860378502 Heritage Square Foundation HERI 6026994321 113 North 6th Street Phoenix AZ 85004 Kevin Lozier President 6026994321 2024-05-14 false Kevin Lozier 000000000 Darin Guthrie P01354133 5202074518 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kevin Lozier 113 N 6th Street Phoenix AZ 85004 308177 false X heritagesquarephx.org X 1979 AZ Heritage Square Foundation is dedicated to preserving and sharing the stories, collection, historic buildings, and grounds of Heritage Square. 6 6 13 15 0 206378 57530 110653 134344 938 2442 110363 96523 428332 290839 0 0 239641 305780 0 15235 94958 57235 334599 363015 93733 -72176 201275 186260 170026 227187 31249 -40927 Heritage Square Foundation is dedicated to preserving and sharing the stories, collection, historic buildings, and grounds of Heritage Square, serving as a relevant, engaging, and inclusive community resource and as a tangible connection to our diverse local history. false false 285777 We witnessed a significant increase in visitor numbers, with 4662 individuals touring the Rosson House and 10,243 guests at our visitor center. Our commitment to accessibility grew, with 292 participants in programs and events catering to diverse communities. Despite opening mid-season, our museum store saw 3465 customers post-renovation. In-person school groups were delayed due to staff shortages, but our educational traveling trunks reached 684 students. Our programs and events attracted 4039 attendees, while City-facilitated events, event rentals, and tenant activities further enriched Heritage Squares vibrancy, attracting thousands more to Heritage Square. 285777 true true false false false false false true false true true false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 13 true false false false false false false false false false false false false false X 6 6 false false false false true true true true false false false true true false true false true true false false X Kari Carlisle 6026994321 113 N 6th Street Phoenix AZ 85004 Kari Carlisle Executive Director 040.00 X 63000 0 2730 Kevin Lozier President 002.00 X X 0 0 0 Gerald M Cook Vice President 002.00 X X 0 0 0 Leah Harrison Secretary 001.00 X X 0 0 0 Laura Read Treasurer 002.00 X X 0 0 0 John Larsen Southard Director 002.00 X 0 0 0 Raymond Wong Director 001.00 X 0 0 0 63000 2730 false false false 1504 36250 19776 57530 Event rentals 532000 78795 78795 Education visitor services 561520 55549 55549 134344 2692 2692 95172 6318 88854 88854 95172 250 -250 -250 -250 18439 10770 7669 7669 290839 239627 0 0 0 0 0 63000 54180 6300 2520 208907 179660 20891 8356 0 11792 10141 1179 472 22081 18990 2208 883 0 0 0 0 0 9305 650 8655 1208 1208 25453 10401 12048 3004 0 0 0 0 0 0 271 271 0 1894 1894 1835 1835 Dues subscriptions 1655 1655 Program events exhibitions 4971 4971 Curation services supplies 2869 2869 Bank fees 6722 6722 1052 1052 363015 285777 62003 15235 141017 123844 6481 5438 40692 28075 9204 12617 17470 17470 27103 26891 201275 186260 70547 105900 58700 41471 40779 79816 170026 227187 X 23517 -48621 7732 7694 31249 -40927 201275 186260 -72176 X X true X false true false X 33846 67120 147682 176881 57530 483059 385060 189148 39088 109974 247955 971225 418906 256268 186770 286855 305485 1454284 1523 3430 1225 6178 89623 89623 1523 93053 1225 95801 1358483 3982 1293 413 938 2692 9318 0 3982 1293 413 938 2692 9318 0 0 422888 257561 187183 287793 308177 1463602 0.92820 0.93180 0.00640 0.00740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 22302 22302 22302 22302 23101 799 22302 24107 24107 24246 24246 0.56000 0.15000 0.29000 false false 20362 20362 20330 7713 12617 12617 Financial derivatives and other financial products Closely-held equity interests Quasi-endowment 22066 C Endowment 4825 C 26891 Federal income taxes City of Phoenix Rental Income Sharing 79816 Phoenix History Consortium 79816 Form 990, Part VI, Section C, Line 19 By laws and annual reports are available on our website. Financial reviews are posted on Guidestar. Otherwise, documents and policies are available upon request. Form 990, Part VI, Section B, Line 11b The Finance Committee will review the draft 990 first, and upon consensus, submit to the Executive Board for review and action to approve before filing. Form 990, Part VI, Section B, Line 12c Conflict of interest policies are reviewed and updated on an annual basis by the finance committee. Form 990, Part VI, Section B, Line 15a The Executive Commitee reviews the performance of the Executive Director and the bases her compensation on performance and marketplace conditions. Form 990, Part XII, Line 1 The organization uses a modified cash basis of accounting.