Nonprofit · EIN 74-1907674
HERITAGE ASSOCIATION OF SAN MARCOS INC
Tax-exempt · SAN MARCOS, TX 78667
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $71,677 | $52,138 | $19,539 | $209,769 | $0 | $209,769 |
| December 31, 2023 | 990 | $61,403 | $35,428 | $25,975 | $190,230 | $0 | $190,230 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $46,826
- Membership dues
- $7,055
- Program service revenue
- $13,774
- Investment income
- $4,105
- Net income from fundraising events
- $6,972
- Other revenue
- $6,972
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $400
- Occupancy
- $19,297
- Program services (functional)
- $48,202
- Management and general (functional)
- $3,509
- Fundraising (functional)
- $427
Balance sheet and other
- Total assets, start of year
- $190,230
- Total assets, end of year
- $209,769
- Total liabilities, end of year
- $0
- Net assets, end of year
- $209,769
- Net assets without donor restrictions
- $209,769
- Gross receipts
- $71,677
- Employees
- 0
- Volunteers
- 17
- Year formed
- 1975
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 |
|---|---|---|---|
| SHERRY BAEBLER | HERITAGE GUI Trustee or director | 1.5 | $0 |
| MICHELE BREIHAN | TREASURER Trustee or director, Officer | 3.75 | $0 |
| RUSSELL CLARK | PRESIDENT EL Trustee or director, Officer | 0.5 | $0 |
| KENT COX | LIFETIME DIR Trustee or director | 0.25 | $0 |
| CATHY DILLON | MEMBERSHIP C Trustee or director | 0.75 | $0 |
| RENEE GRAHAM | PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| JEFF KESTER | RIVERWALK PA Trustee or director | 0.75 | $0 |
| WAYNE KRAEMER | STRUCTURE, F Trustee or director | 0.25 | $0 |
| JAN LITTLE | SECRETARY Trustee or director, Officer | 0.75 | $0 |
| AMY MEEKS | DIRECTOR Trustee or director | 0.25 | $0 |
| MARIANNE MOORE | DIRECTOR Trustee or director | 0.25 | $0 |
| BRIAN OLSON | DIRECTOR Trustee or director | 0.25 | $0 |
| RODNEY VAN OUDEKERKE | DIRECTOR Trustee or director | 0.25 | $0 |
| BRONWYN SERGI | HOME TOUR CH Trustee or director | 0.75 | $0 |
| ELLIE STEWART | HISTORIAN/AR Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE AUSTIN | PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| SHERRY BAEBLER | HERITAGE GUI Trustee or director | 1.25 | $0 |
| MICHELE BREIHAN | TREASURER Trustee or director, Officer | 4.5 | $0 |
| RUSS CLARK | PRESIDENT EL Trustee or director, Officer | 0.5 | $0 |
| KENT COX | LIFETIME DIR Trustee or director | 0.25 | $0 |
| CATHY DILLON | MEMBERSHIP C Trustee or director | 0.75 | $0 |
| RENEE GRAHAM | COMMUNICATIO Trustee or director | 1 | $0 |
| JEFF KESTER | RIVERWALK PA Trustee or director | 0.75 | $0 |
| WAYNE KRAEMER | STRUCTURE, F Trustee or director | 0.25 | $0 |
| JAN LITTLE | SECRETARY Trustee or director, Officer | 0.75 | $0 |
| AMY MEEKS | DIRECTOR Trustee or director | 0.25 | $0 |
| MARIANNE MOORE | DIRECTOR Trustee or director | 0.25 | $0 |
| BRIAN OLSON | DIRECTOR Trustee or director | 0.25 | $0 |
| BRONWYN SERGI | HOME TOUR CH Trustee or director | 1.25 | $0 |
| ELLIE STEWART | HISTORIAN/AR Trustee or director | 1.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1806, SAN MARCOS, TX 78667-1806
- Principal officer (990 for 2024)
- RENEE GRAHAM
- Signed the 990
- MICHELE BREIHAN, TREASURER
- Phone
- (512) 396-3300
- Website
- WWW.HERITAGESANMARCOS.ORG
- Return prepared by
- SCHWARTZ & ASSOCIATES
Mission
TO SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS AND THE PERPETUATION OF LOCAL TRADITIONS THAT BEAUTIFY AND ENRICH THE CULTURAL AND COMMUNITY LIFE OF SAN MARCOS, TEXAS.
Program accomplishments
- EACH FRIDAY THE COTTAGE KITCHEN IS OPEN TO THE PUBLIC FROM 11 AM UNTIL 1 PM AT THE CHARLES S COCK HOUSE MUSEUM. COMMUNITY VOLUNTEERS PREPARE AND SERVE HOME COOKED LUNCH FOR 7. PROCEEDS FROM THE LUNCHEONS ARE COLLECTED BY THE HERITAGE ASSOCIATION AND ONE-HALF OF THESE FUNDS ARE USED FOR MAINTENANCE ON THE COCK HOUSE. REMAINING PROCEEDS FUND OTHER PROJECTS OF THE ASSOCIATION.Expenses $19,431 · revenue $3,814
- THE TOUR OF HOMES IS HELD EACH YEAR ON THE FIRST WEEKEND IN MAY. LOCALS AS WELL AS VISITORS FROM ACROSS THE STATE ARE INVITED TO TOUR UNIQUE, AND OFTEN HISTORIC, HOMES IN SAN MARCOS.Expenses $7,121 · revenue $9,622
- GENERAL PROGRAMS INCLUDE EDUCATIONAL EVENTS FOR THE PUBLIC, MEMBERSHIP MEETINGS WITH AN EDUCATIONAL FOCUS, AND MEMBERSHIP DRIVES. BEAUTIFICATION OF VERAMENDI PARK IS OVERSEEN EACH YEAR BY THE ASSOCIATION'S RIVERWALK PARK COMMITTEE. PROJECTS INCLUDE THE PLANTING OF TREES, REPAIRS TO THE PARK'S GAZEBO, INSTALLATION OF PARK BENCHES AND TRASH CANS, AND SALES OF PERSONALIZED BRICKS IN SEVERAL AREAS OF THE PARK. THE CHARLES S. COCK HOUSE, THE ELI T. MERRIMAN CABIN, AND THE GWEN SMITH MEMORIAL FOUNTAIN ARE AMONG THE SITES LOCATED ON THE PARK GROUNDS.Expenses $21,650 · revenue $338
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 | 990 on file |
IRS record
- EIN
- 74-1907674
- 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
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $209,769
- Income (IRS master file)
- $71,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $71,677 | $52,138 | $209,769 | XML |
| 990 | December 2023 | $61,403 | $35,428 | $190,230 | XML |
| 990 | December 2022 | $49,669 | $25,769 | $164,255 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 74-1907674).
Questions about HERITAGE ASSOCIATION OF SAN MARCOS INC
- What is the EIN of HERITAGE ASSOCIATION OF SAN MARCOS INC?
- The employer identification number (EIN) of HERITAGE ASSOCIATION OF SAN MARCOS INC is 74-1907674.
- Is HERITAGE ASSOCIATION OF SAN MARCOS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to HERITAGE ASSOCIATION OF SAN MARCOS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ASSOCIATION OF SAN MARCOS INC 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 ASSOCIATION OF SAN MARCOS INC 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 ASSOCIATION OF SAN MARCOS INC 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 ASSOCIATION OF SAN MARCOS INC?
- The 990 for the year ended December 31, 2024 names RENEE GRAHAM.
- Who are the officers and directors of HERITAGE ASSOCIATION OF SAN MARCOS INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ASSOCIATION OF SAN MARCOS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $71,677, expenses of $52,138 and total assets of $209,769 at year end.
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