Nonprofit · EIN 86-0378502
HERITAGE SQUARE FOUNDATION
Tax-exempt · PHOENIX, AZ 85004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $484,455 | $481,528 | $2,927 | $198,891 | $281,051 | -$82,160 |
| June 30, 2024 | 990 | $403,354 | $447,514 | -$44,160 | $181,645 | $266,732 | -$85,087 |
| June 30, 2023 | 990 | $290,839 | $363,015 | -$72,176 | $186,260 | $227,187 | -$40,927 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $172,909
- of which government grants
- $158,393
- Membership dues
- $1,446
- Program service revenue
- $110,211
- Investment income
- $3,961
- Net rental income
- $195,099
- Net income from sales of inventory
- $2,275
- Other revenue
- $197,374
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $64,454
- Other salaries and wages
- $218,306
- Salaries, compensation and benefits (total)
- $321,587
- Professional fundraising fees
- $0
- Accounting fees
- $32,727
- Depreciation
- $2,606
- Program services (functional)
- $353,663
- Management and general (functional)
- $117,629
- Fundraising (functional)
- $10,236
Balance sheet and other
- Total assets, start of year
- $181,645
- Total assets, end of year
- $198,891
- Total liabilities, end of year
- $281,051
- Net assets, end of year
- -$82,160
- Land, buildings and equipment
- $18,220
- Publicly traded securities
- $17,470
- Net assets without donor restrictions
- -$100,973
- Net assets with donor restrictions
- $18,813
- Gross receipts
- $494,023
- Employees
- 16
- Volunteers
- 25
- Year formed
- 1979
- State of legal domicile
- AZ
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kari Carlisle | Executive Director Officer | 40 | $66,060 |
| Tobias Hogan | President Trustee or director, Officer | 2 | $0 |
| Kevin Lozier | Vice President Trustee or director, Officer | 2 | $0 |
| Laura Read | Director Trustee or director | 2 | $0 |
| Jerry Cook | Director Trustee or director | 2 | $0 |
| Andrew Abraham | Director Trustee or director | 2 | $0 |
| Gayle Simmons | Treasurer Trustee or director, Officer | 2 | $0 |
| Jody Moon | Secretary Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kari Carlisle | Executive Director Officer | 40 | $63,000 | $1,200 |
| Kevin Lozier | President Trustee or director, Officer | 2 | $0 | $0 |
| Gerald M Cook | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Leah Harrison | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Laura Read | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| John Southard | Director Trustee or director | 2 | $0 | $0 |
| Luis Cruz | Director Trustee or director | 1 | $0 | $0 |
| Tobias Hogan | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kari Carlisle | Executive Director Officer | 40 | $63,000 | $2,730 |
| Kevin Lozier | President Trustee or director, Officer | 2 | $0 | $0 |
| Gerald M Cook | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Leah Harrison | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Laura Read | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| John Larsen Southard | Director Trustee or director | 2 | $0 | $0 |
| Raymond Wong | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 113 N 6TH ST, PHOENIX, AZ 85004-2328
- In care of
- % TOBIAS HOGAN
- Principal officer (990 for 2024)
- Tobias Hogan, 113 North 6th Street, Phoenix, AZ 85004
- Signed the 990
- TOBIAS HOGAN, President
- Phone
- (602) 699-5994
- Return prepared by
- Simmons Tax and Accounting Srvs LLP
Mission
Cultivating meaningful connections rooted in Phoenix history and our community to inspire personal growth through shared memorable experiences.
Program accomplishments
- Tours and Exhibits: We offered standard and specialty tours of the Rosson House and outdoor tours serving 10,264 visitors and generating $40,535 in admissions revenue. We presented permanent and pop-up exhibits in the museum, visitor center, and community events, expanding historical engagement. Programs and Events: Our annual theme explored science fiction, attracting 4,991 attendees. School field trips and traveling trunks reached 633 students. Community Engagement:We participated in Blue Star Museums, Museums For All, two free community festivals and Teacher Appreciation Week serving 132 individuals. We also participated in national Museum Social Impact Study.City-facilitated events, event rentals, and tenant activities further activiated Heritage Square, drawing thousands more visitors. We are grateful to our supporters for helping us communicate history, foster connections, and create an inclusive cultural space in downtown Phoenix.Expenses $353,663 · revenue $55,424
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0378502
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54Z)
- Assets (IRS master file)
- $198,891
- Income (IRS master file)
- $494,023
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $484,455 | $481,528 | $198,891 | IRS |
| 990 | June 2024 | $403,354 | $447,514 | $181,645 | IRS |
| 990 | June 2023 | $290,839 | $363,015 | $186,260 | XML |
| 990 | June 2022 | $428,332 | $334,599 | $201,275 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 86-0378502).
Questions about HERITAGE SQUARE FOUNDATION
- What is the EIN of HERITAGE SQUARE FOUNDATION?
- The employer identification number (EIN) of HERITAGE SQUARE FOUNDATION is 86-0378502.
- Is HERITAGE SQUARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to HERITAGE SQUARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE SQUARE FOUNDATION 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 SQUARE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE SQUARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE SQUARE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Tobias Hogan.
- Who are the officers and directors of HERITAGE SQUARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $66,060 (Kari Carlisle, Executive Director).
- How much revenue does HERITAGE SQUARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $484,455, expenses of $481,528 and total assets of $198,891 at year end.
Other nonprofits in PHOENIX
- KAIZEN EDUCATIONAL FOUNDATION EIN 80-0197489 · last filed 990 for 2025
- MUSICAL INSTRUMENT MUSEUM EIN 16-1743588 · last filed 990 for 2024
- HEARD MUSEUM EIN 86-0107517 · last filed 990 for 2025
- THE PHOENIX THEATRE COMPANY EIN 86-0108839 · last filed 990 for 2025
- ARIZONA SCIENCE CENTER EIN 86-0390558 · last filed 990 for 2025
- PHOENIX ART MUSEUM EIN 86-0072608 · last filed 990 for 2025
- BALLET ARIZONA EIN 86-0367773 · last filed 990 for 2025
- PHOENIX SYMPHONY ASSOCIATION EIN 86-6000134 · last filed 990 for 2025
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