2025-09-16T12:27:20-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-06-01 741444232 The Heritage Society HERI 7136551912 1100 Bagby Houston TX 770022504 Jillian Jopling President 7136551912 2025-09-16 1 0 Barbara Murphy P01386215 7134395739 2025-09-16 2024 2025-03-06 01:10:19Z Jillian Jopling 1100 Bagby Houston TX 770022504 315925 0 X www.heritagesociety.org X 1954 TX The Heritage Society exhibits the history of Houston through historic buildings and artifacts. 25 25 13 50 0 0 1012407 153230 47482 34046 35180 19561 40229 9357 1135298 216194 0 0 0 0 346332 231498 0 0 71913 224301 135390 570633 366888 564665 -150694 2062299 1954745 19067 27997 2043232 1926748 X The Heritage Society (THS) is a nonprofit organization founded in 1954 whose mission is to tell the stories of the diverse history of Houston and Texas through collections, exhibits, the arts, educational programs, film, video, and other content. 0 0 92397 34046 The Heritage Society provides tours of historic buildings that demonstrate how and why people settled in the Houston area, lectures regarding important people and events in Houston's and Texas's history, and educational programs for children and families on-site and off-site. Additionally, THS has monthly and quarterly educational programs in the form of guest lecturers speaking about historical events, sites, structures, and people of Houston and Texas. 32009 The Heritage Society cares for and operates historic buildings to demonstrate Houston's and Texas's history and to educate the public about the lifestyles of the area's early residents. Curators work diligently to maintain, preserve, and restore historic buildings and collections for the education and enjoyment of the public.The Heritage Society collects and exhibits items relevant to Houston's and Texas's history and must preserve and care for those items. Collection items are exhibited in the historic buildings and Museum Gallery and through rotating exhibitions on- and off-site. (See Schedule O)Heritage Society and the City of Houston entered into an amended and restated Lease Agreement on March 15, 2022. The lease term is 30 years. In the amended and restated agreement, the City of Houston has committed to providing funds for the historic structures' maintenance, repairs, and security. 70807 2832 Other program activities include membership and volunteer coordination, communications, marketing, gift shop operations, museum gallery, and meeting space maintenance and usage. 195213 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Belinda Woo 7136551912 1100 Bagby Houston TX 770022504 Jillian Jopling President 8.00 X X 0 0 0 Joanne E Zumbrun Vice President 10.00 X X 0 0 0 Honorable Susan S Barnes Treasurer 5.00 X X 0 0 0 Angela Caughlin Secretary 2.00 X X 0 0 0 Andrew D Adams Director 1.00 X 0 0 0 Evelyn H Boatwright Director 1.00 X 0 0 0 Minnette Boesel Director 1.00 X 0 0 0 Matthew S Brollier Director 1.00 X 0 0 0 Jill Brooks Director 1.00 X 0 0 0 Shane T Davis Director 1.00 X 0 0 0 Hank Deslaurier Director 1.00 X 0 0 0 CC Ensell Director 1.00 X 0 0 0 Duke Ensell Director 1.00 X 0 0 0 Vicki S Faulkner Director 1.00 X 0 0 0 J J Gonzlez Director 1.00 X 0 0 0 Kirksey Gregg Director 1.00 X 0 0 0 Nick Hellyar Director 1.00 X 0 0 0 Harriet C Latimer Director 1.00 X 0 0 0 Peter McGillivray Director 1.00 X 0 0 0 Mister McKinney Director 1.00 X 0 0 0 Barry Moore Director 1.00 X 0 0 0 Kristina Hornberger Somerville Director 1.00 X 0 0 0 Rives T Taylor Director 1.00 X 0 0 0 Martha Whiting-Goddard Director 1.00 X 0 0 0 Donald R Williams Director 1.00 X 0 0 0 Alison Bell Executive Director 45.00 X 77510 0 0 Belinda Woo Finance Director 20.00 X 22432 0 0 99942 0 0 0 0 0 0 0 27530 125700 153230 Tours 561520 34046 34046 34046 20851 20851 14035 0 14035 14035 14035 72030 73320 -1290 -1290 -1290 15250 27530 22760 -7510 -7510 6483 3651 2832 2832 216194 36878 0 26086 99942 53740 28249 17953 115072 61875 32526 20671 740 398 209 133 15744 8466 4450 2828 12500 12500 4674 4674 33360 16297 7827 9236 10764 7017 2581 1166 23734 9494 4746 9494 7184 6708 238 238 1757 1757 18214 18214 6383 3829 1277 1277 Printing & publications 5970 2996 137 2837 Event expenses 5384 5384 Program outreach 3726 3726 Equip rental & maint 1740 696 348 696 366888 195213 99762 71913 148597 48757 637697 524910 140695 115340 13253 12236 7707 7806 828472 608086 238600 220386 875750 1025310 2062299 1954745 16567 27997 2500 19067 27997 X 345994 583276 1697238 1343472 2043232 1926748 2062299 1954745 -150694 34210 0 X 0 0 0 X 424260 723526 949836 1012407 153230 3263259 18927 14591 16375 14580 10763 75236 443187 738117 966211 1026987 163993 3338495 1196105 2142390 37894 35631 37732 70344 34886 216487 3554982 223995 0.60260 0.62410 X Short year The Heritage Society is changing its year end from 5/31/2024 to 12/31/2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1063944 45438 45438 1063944 1063944 66977 66977 1063944 1092444 5652 28500 5652 1063944 1092444 1027 1027 1092444 1092444 2249 2249 1092444 1.00000 0 0 209460 206730 2730 445645 234059 211586 68339 62269 6070 105028 105028 0 220386 Part III, Line 1a: The Heritage Society's collections are made up of historical artifacts that are held for educational, research, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying existence and assessing condition are performed periodically. The collections are subject to a policy that requires proceeds from the sale or other disposition of collection items to be used to acquire other items for the collections. Part III, Line 4: The collections held by the Heritage Society are significant to the history of Houston and the surrounding area. They are used to further the education of all visitors about the history and people of the Houston area the State of Texas. Part V, Line 4: Support the cost of maintaining historical structures, grounds and collections. Evening of Heritage 42780 27530 15250 19081 3679 1 42780 27530 15250 19081 3679 22760 -7510 Form 990, Part VI, Section A, line 1a The Executive Committee is comprised of the President, Vice President, Secretary, Treasurer, and chairs of standing and special board committees. The Corporate by-laws allow the Executive Committee to act on behalf of the Board in between regular Board meetings. The Executive Committee cannot amend the articles of incorporation, adopt a plan of merger or dissolution, or amend or repeal the by-laws. Form 990, Part VI, Section A, line 2 C.C. Ensell and Duke Ensell have a family relationship. Form 990, Part VI, Section B, line 11b The Executive Director, the Finance Director, and the Finance and Executive Committees review Form 990. A copy of the Form is provided to all Board Members before filing with the IRS. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is reviewed and discussed annually at the beginning of each fiscal year. All Board Members, staff, and volunteers must confirm compliance with the policy and disclose any conflict(s) of interest. The Executive Director and Board committees monitor compliance with the policy. Form 990, Part VI, Section B, line 15 The Executive Director's compensation is determined by a review of like-kind organizations' compensation and a performance review. The governing board votes on the compensation package based on what the current budget will allow. The Executive Director determines the Finance Directors' compensation. The governing board votes on the compensation package based on what the current budget will allow. Form 990, Part VI, Section C, line 19 Policies are made available upon request and are kept in a binder in the Executive Director's office. The binder is updated annually or as needed.