Nonprofit · EIN 74-1444232
HERITAGE SOCIETY
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $216,194 | $366,888 | -$150,694 | $1,954,745 | $27,997 | $1,926,748 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $153,230
- Program service revenue
- $34,046
- Investment income
- $19,561
- Net rental income
- $14,035
- Net gain from sales of assets
- -$1,290
- Net income from fundraising events
- -$7,510
- Net income from sales of inventory
- $2,832
- Other revenue
- $9,357
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $99,942
- Other salaries and wages
- $115,072
- Salaries, compensation and benefits (total)
- $231,498
- Professional fundraising fees
- $0
- Accounting fees
- $12,500
- Occupancy
- $7,184
- Travel
- $1,757
- Depreciation
- $18,214
- Program services (functional)
- $195,213
- Management and general (functional)
- $99,762
- Fundraising (functional)
- $71,913
Balance sheet and other
- Total assets, start of year
- $2,062,299
- Total assets, end of year
- $1,954,745
- Total liabilities, end of year
- $27,997
- Net assets, end of year
- $1,926,748
- Land, buildings and equipment
- $220,386
- Publicly traded securities
- $1,025,310
- Net assets without donor restrictions
- $583,276
- Net assets with donor restrictions
- $1,343,472
- Gross receipts
- $315,925
- Employees
- 13
- Volunteers
- 50
- Year formed
- 1954
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alison Bell | Executive Director Officer | 45 | $77,510 |
| Belinda Woo | Finance Director Officer | 20 | $22,432 |
| Jillian Jopling | President Trustee or director, Officer | 8 | $0 |
| Joanne E Zumbrun | Vice President Trustee or director, Officer | 10 | $0 |
| Honorable Susan S Barnes | Treasurer Trustee or director, Officer | 5 | $0 |
| Angela Caughlin | Secretary Trustee or director, Officer | 2 | $0 |
| Andrew D Adams | Director Trustee or director | 1 | $0 |
| Evelyn H Boatwright | Director Trustee or director | 1 | $0 |
| Minnette Boesel | Director Trustee or director | 1 | $0 |
| Matthew S Brollier | Director Trustee or director | 1 | $0 |
| Jill Brooks | Director Trustee or director | 1 | $0 |
| Shane T Davis | Director Trustee or director | 1 | $0 |
| Hank Deslaurier | Director Trustee or director | 1 | $0 |
| CC Ensell | Director Trustee or director | 1 | $0 |
| Duke Ensell | Director Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Vicki S Faulkner | Director Trustee or director | 1 | $0 |
| J J Gonzlez | Director Trustee or director | 1 | $0 |
| Kirksey Gregg | Director Trustee or director | 1 | $0 |
| Nick Hellyar | Director Trustee or director | 1 | $0 |
| Harriet C Latimer | Director Trustee or director | 1 | $0 |
| Peter McGillivray | Director Trustee or director | 1 | $0 |
| Mister McKinney | Director Trustee or director | 1 | $0 |
| Barry Moore | Director Trustee or director | 1 | $0 |
| Kristina Hornberger Somerville | Director Trustee or director | 1 | $0 |
| Rives T Taylor | Director Trustee or director | 1 | $0 |
| Martha Whiting-Goddard | Director Trustee or director | 1 | $0 |
| Donald R Williams | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1100 BAGBY ST, HOUSTON, TX 77002-2504
- Principal officer (990 for 2024)
- Jillian Jopling, 1100 Bagby, Houston, TX 770022504
- Signed the 990
- Jillian Jopling, President
- Phone
- (713) 655-1912
- Return prepared by
- Blazek & Vetterling
Mission
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.
Program accomplishments
- 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.Expenses $92,397 · revenue $34,046
- 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.Expenses $32,009
- Other program activities include membership and volunteer coordination, communications, marketing, gift shop operations, museum gallery, and meeting space maintenance and usage.Expenses $70,807 · revenue $2,832
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 74-1444232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,954,745
- Income (IRS master file)
- $315,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $988,709 | $437,462 | $1,535,829 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about HERITAGE SOCIETY
- What is the EIN of HERITAGE SOCIETY?
- The employer identification number (EIN) of HERITAGE SOCIETY is 74-1444232.
- Is HERITAGE SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to HERITAGE SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HERITAGE SOCIETY?
- The 990 for the year ended December 31, 2024 names Jillian Jopling.
- Who are the officers and directors of HERITAGE SOCIETY?
- The 990 for the year ended December 31, 2024 lists 27 people; 2 received compensation from the organization, the highest $77,510 (Alison Bell, Executive Director).
- How much revenue does HERITAGE SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $216,194, expenses of $366,888 and total assets of $1,954,745 at year end.
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