The Heritage Society operates ten historic buildings, maintains a collection of historic artifacts, presents exhibitions, and offers educational tours, lectures, programs, and activities that demonstrate the history of the Houston region.

501(c)(3) charity; gifts are tax-deductible.
62¢ of each $1 spent went to programs.
$84K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $364K a year · 44% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
62%
of spending
Worth a look: 62% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$84K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
11 mo
of spending, in cash
Plus $434K in investments, Pt X · Ln 11–13
Looks good: 10.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$99K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$989K
+34% vs prior year
Spent
$437K
To programs
62%
Net assets
$1.4M
By yearFY2021–FY2024
Revenue
$989K
FY2023▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2021$464K
FY2022$740K
FY2023$989K
FY2024$1.1M
FY2024$216K
Expenses
$437K
FY2023▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2021$399K
FY2022$466K
FY2023$437K
FY2024$571K
FY2024$367K
Net assets
$1.4M
FY2023▲ +64%
Tap a bar for its year
Net assets by fiscal year
FY2021$682K
FY2022$879K
FY2023$1.4M
FY2024$2.0M
FY2024$1.9M

From the FY2023 Form 990 (year ending May 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1956.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

62 cents of each dollar spent went to programs.

Program services 62% · $273K Management & general 20% · $89K Fundraising 17% · $76K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $84K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$71,000Pt VII · Sec A
Finance Director
$13,314Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Alison Bell$77,510$71,865$71,000$70,000$65,351
Belinda Woo$22,432————
Libby S Sims—$15,626$13,314——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares Houston's history through historic buildings, artifacts, and educational programs.

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Provided by the organization

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3 programs · $273K · in their own filed words · FY2022
01

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…

$107Kprogram expense
02

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.

$106Kprogram expense
03

Other program activities include membership and volunteer coordination, communications, marketing, gift shop operations, museum gallery, and meeting space maintenance and usage.

$60Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$989K
Ln 12
Gifts and grantsLn 1h$950K
Fees for servicesLn 2g$37K
Investment incomeLn 3$6K
Money outPt IX
$437K
Ln 25
Programscol B$273K
Managementcol C$89K
Fundraisingcol D$76K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$386K
Total assetsLn 16$1.5M
LiabilitiesLn 26$99K
PeoplePt VI, VII
23
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$950K
Noncash giftsLn 1g$168K
Fundraising eventsLn 1c$237K
Fees for servicesLn 2g$37K
Investment incomeLn 3$6K
Gains on assetsLn 7$167
Total revenueLn 12$989K
Assets in detailPt X, end of year
CashLn 1$76K
SavingsLn 2$310K
Cash and savings togetherLn 1–2$386K
InvestmentsLn 11–13$434K
Land, buildings, equipmentLn 10c$270K
Total assetsLn 16$1.5M
LiabilitiesLn 26$99K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 513
VolunteersI 625
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$798K$386K
InvestmentsLn 11–13$434K
Land, buildings, equipmentLn 10c$152K$270K
Total assetsLn 16$1.0M$1.5M
LiabilitiesLn 26$122K$99K
Net assetsLn 32$879K$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$87K$55K$9K$23K
Other salaries and wagesLn 7$175K$98K$40K$37K
Payroll taxesLn 10$21K$12K$4K$5K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$2K$2K
Advertising and promotionLn 12$4K$3K$215$861
Office expensesLn 13$11K$1K$4K$6K
Information technologyLn 14$11K$3K$3K$4K
TravelLn 17$1K$1K$75
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$18K$9K$9K
InsuranceLn 23$11K$2K$8K$866
Other expenses (24a–d)Ln 24$87K$87K
Total functional expensesLn 25$437K$273K$89K$76K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.1M$571K$565K$2.0M 990 PDF
FY2023 Viewing $989K$437K$551K$1.4M 990 PDF
FY2022 $740K$466K$274K$879K 990 PDF
FY2021 $464K$399K$65K$682K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $988,709 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $723,526$949,836
I-9 Program service revenuePrior year $25,640$37,359
I-10 Investment incomePrior year $1,867$5,819
I-11 Other revenuePrior year −$10,845−$4,305
I-12 Total revenuePrior year $740,188$988,709
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $294,338$282,904
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $172,118$154,558
I-18 Total expensesPrior year $466,456$437,462
I-19 Revenue less expensesPrior year $273,732$551,247
Part VI · Governance 21 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $988,709 across 11 lines filed
Lines not itemized here account for $7,450 of total revenue; see the IRS return.
VIII-1b Membership dues$59,604
VIII-1c Fundraising events$236,704
VIII-1f All other contributions, gifts and grants$653,528
VIII-1g Noncash contributions (included above)$167,736
VIII-1h Total contributions, gifts and grants$949,836
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,359$37,359
VIII-3 Investment incomeExcluded from tax $5,652$5,652
VIII-6 Net rental income or lossExcluded from tax $32,080$32,080
VIII-7 Net gain or loss on sales of assetsExcluded from tax $167$167
VIII-8 Net income from fundraising eventsExcluded from tax −$43,835−$43,835
VIII-12 Total revenueRelated to mission $44,809 · Unrelated business $0 · Excluded from tax −$5,936$988,709
Part IX · Statement of functional expenses $437,462 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $55,372 · Management $9,177 · Fundraising $22,680$87,229
IX-7 Other salaries and wagesPrograms $98,424 · Management $40,074 · Fundraising $36,676$175,174
IX-10 Payroll taxesPrograms $12,003 · Management $3,932 · Fundraising $4,566$20,501
IX-11b Legal feesManagement $4,888$4,888
IX-11c Accounting feesManagement $2,100$2,100
IX-11g Other fees for servicesManagement $2,300$2,300
IX-12 Advertising and promotionPrograms $3,230 · Management $215 · Fundraising $861$4,306
IX-13 Office expensesPrograms $1,144 · Management $3,933 · Fundraising $6,034$11,111
IX-14 Information technologyPrograms $3,184 · Management $3,185 · Fundraising $4,245$10,614
IX-17 TravelPrograms $1,371 · Management $75$1,446
IX-20 InterestManagement $1,642$1,642
IX-22 Depreciation, depletion and amortizationPrograms $9,243 · Management $9,243$18,486
IX-23 InsurancePrograms $1,841 · Management $8,121 · Fundraising $866$10,828
IX-24 Other expenses (24a–d)Programs $86,837$86,837
IX-25 Total functional expensesPrograms $272,649 · Management $88,885 · Fundraising $75,928$437,462
Part X · Balance sheet $1,535,829 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $92,756$76,045
X-2 Savings and temporary cash investmentsStart of year $704,751$310,135
X-3 Pledges and grants receivableStart of year $29,561$426,971
X-8 Inventories for sale or useStart of year $19,715$16,310
X-9 Prepaid expenses and deferred chargesStart of year $2,300$2,772
X-10c Land, buildings and equipment, netStart of year $151,948$269,822
X-11 Publicly traded securities$433,774
X-16 Total assetsStart of year $1,001,031$1,535,829
X-17 Accounts payable and accrued expensesStart of year $18,440$20,936
X-19 Deferred revenueStart of year $22,500$22,371
X-26 Total liabilitiesStart of year $122,429$99,307
X-27 Net assets without donor restrictionsStart of year −$494,961$171,114
X-28 Net assets with donor restrictionsStart of year $1,373,563$1,265,408
X-32 Total net assets or fund balancesStart of year $878,602$1,436,522
X-33 Total liabilities and net assetsStart of year $1,001,031$1,535,829
Part XI · Reconciliation of net assets $1,436,522 net assets at year end
XI-1 Total revenue$988,709
XI-2 Total expenses$437,462
XI-3 Revenue less expenses$551,247
XI-4 Net assets at start of year$878,602
XI-5 Net unrealized gains (losses) on investments$6,673
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,436,522

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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