Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1981.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
81 cents of each dollar spent went to programs.
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
13 people listed on the 990; $48K paid to officers and key staff.
Kari Carlisle’s $66K as Executive Director is at the 61st percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 1 named individual · Part VII
| Name | FY2024 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Kari Carlisle | $66,060 | $63,000 | $63,000 | $62,173 | $58,000 | $48,185 |
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 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Connects people with Phoenix history for personal growth through shared experiences.
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Heritage Square Foundation supports 10 historic buildings in one square block of downtown Phoenix, including the Rosson House Museum. Our purpose is to preserve the buildings and museum collections and to educate the public on Phoenix history and Victorian life.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $9K | $104K |
| InvestmentsLn 11–13 | $92K | |
| Land, buildings, equipmentLn 10c | $18K | $14K |
| Total assetsLn 16 | $145K | $214K |
| LiabilitiesLn 26 | $17K | $135K |
| Net assetsLn 32 | $128K | $79K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $58K | $50K | $6K | $2K |
| Other salaries and wagesLn 7 | $212K | $183K | $21K | $8K |
| Other employee benefitsLn 9 | $5K | $4K | $512 | $205 |
| Payroll taxesLn 10 | $22K | $19K | $2K | $896 |
| Accounting feesLn 11c | $5K | $5K | ||
| Other fees for servicesLn 11g | $390 | $390 | ||
| Advertising and promotionLn 12 | $10K | $9K | $554 | |
| Office expensesLn 13 | $26K | $12K | $14K | |
| Depreciation, depletion and amortizationLn 22 | $5K | $1K | $4K | |
| InsuranceLn 23 | $3K | $2K | $987 | |
| Other expenses (24a–d)Ln 24 | $77K | $60K | $16K | |
| All other expensesLn 24e | $74 | $0 | $74 | $0 |
| Total functional expensesLn 25 | $424K | $341K | $54K | $29K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 | $403K | $448K | −$44K | −$85K | 990 PDF |
| FY2023 | $291K | $363K | −$72K | −$41K | 990 PDF |
| FY2022 | $428K | $335K | $94K | $31K | 990 PDF |
| FY2021 | $201K | $292K | −$91K | −$9K | 990 PDF |
| FY2020 Viewing | $380K | $424K | −$43K | $79K | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (6 parts)
Part I · Summary $380,403 revenue, 12 lines filed
Part VI · Governance 12 of 12 board members independent, 1 to look at
Part VIII · Statement of revenue $380,403 across 10 lines filed
Part IX · Statement of functional expenses $423,759 across 12 lines filed
Part X · Balance sheet $214,403 assets, 10 lines filed
Part XI · Reconciliation of net assets $79,420 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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