Utah Heritage Foundation FY2020 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

The mission of preservation Utah is to keep the past alive, not only for preservation, but to inspire and provoke a more creative present and sustainable future.

501(c)(3) charity; gifts are tax-deductible.
39¢ of each $1 spent went to programs.
$57K 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

FY2020 · 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
3 of 5
filings with a surplus
Average surplus $953 a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
39%
of spending
Concern: 39% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$57K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
94 mo
of spending, in cash
Looks good: 93.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$909K
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$159K
Spent
$213K
To programs
39%
Net assets
$1.4M
By yearFY2020–FY2024
Revenue
$159K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$159K
FY2021$306K
FY2022$349K
FY2023$170K
FY2024$345K
Expenses
$213K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$213K
FY2021$268K
FY2022$298K
FY2023$245K
FY2024$300K
Net assets
$1.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.4M
FY2022$1.4M
FY2023$1.7M
FY2024$1.7M

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 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 1966.

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

Where the money goes

39 cents of each dollar spent went to programs.

Program services 39% · $82K Management & general 54% · $115K Fundraising 7% · $16K

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

Something off? Claim to add context

Who runs it and what they're paid

15 people listed on the 990; $57K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir Effective 642
$56,539Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Brandy Strand’s $69K as Executive Di is at the 63rd 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Brandy Strand$68,743$27,576———
David Amott—$6,760$66,869$65,500$56,539
Kristian Kallaker—$12,876———

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.

See Utah Heritage Foundation executive salaries →

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

Preserves Utah's past to inspire a creative, sustainable future.

Questions for Utah Heritage Foundation

Tap to ask. Utah Heritage Foundation sees how many people are interested.

Your first name shows with your question. Utah Heritage Foundation answers here, for everyone.

2 programs · $82K · in their own filed words · FY2020
01

The foundation conducts various programs designed to educate the public about and heighten awareness of architecturally and historically significant properties. These programs include its annual heritage awards program and historic homes tour as well as other special projects related to activities taking place in the area.

$56Kprogram expense
02

The foundation oversees a revolving loan program which assists in the restoration of historic real property by providing qualifying borrowers with low-interest loans to restore the property using criteria established by the foundation.

$26Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$6K
Grants paid · 1 grant · $9K · 2023–2023
Unitemized GrantFY2023$9,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$159K
Ln 12
Gifts and grantsLn 1h$187K
Investment incomeLn 3$13K
Money outPt IX
$213K
Ln 25
Programscol B$82K
Managementcol C$115K
Fundraisingcol D$16K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$2.3M
LiabilitiesLn 26$909K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$187K
Government grantsLn 1e$128K
Investment incomeLn 3$13K
Total revenueLn 12$159K
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$1.7M
Cash and savings togetherLn 1–2$1.7M
Pledges and grants receivableLn 3$94K
Accounts receivableLn 4$3K
Notes and loans receivableLn 7$222K
Prepaid expenses and deferred chargesLn 9$5K
Land, buildings, equipmentLn 10c$28K
InvestmentsLn 11–13$272K
Total assetsLn 16$2.3M
LiabilitiesLn 26$909K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$3K
Share of the $464K endowmentSch D 1g0.63%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$464K$464K$464K$400K$309K
Given inLn 1b$64K$91K$1K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.2M$1.7M
InvestmentsLn 11–13$245K$272K
Land, buildings, equipmentLn 10c$32K$28K
Total assetsLn 16$1.7M$2.3M
LiabilitiesLn 26$345K$909K
Net assetsLn 32$1.3M$1.4M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$58K$40K$15K$3K
Other salaries and wagesLn 7$60K$19K$33K$8K
Other employee benefitsLn 9$10K$5K$4K$811
Payroll taxesLn 10$12K$6K$5K$1K
Accounting feesLn 11c$34K$34K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$412$412
Information technologyLn 14$7K$3K$3K$543
OccupancyLn 16$4K$2K$2K$251
InterestLn 20$29$29
Depreciation, depletion and amortizationLn 22$355$270$40$45
InsuranceLn 23$5K$237$5K$18
Other expenses (24a–d)Ln 24$9K$1K$6K$2K
All other expensesLn 24e$6K$633$5K$28
Total functional expensesLn 25$213K$82K$115K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $345K$300K$45K$1.7M 990 PDF
FY2023Filed with the IRS Aug 13, 2024 $170K$245K−$76K$1.7M 990 PDF
FY2022Filed with the IRS Sep 22, 2023 $349K$298K$51K$1.4M 990 PDF
FY2021Filed with the IRS Sep 28, 2022 $306K$268K$38K$1.4M 990 PDF
FY2020 ViewingFiled with the IRS Jul 20, 2021 $159K$213K−$54K$1.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $158,740 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $352,879$186,759
I-9 Program service revenuePrior year $60,267$0
I-10 Investment incomePrior year $16,054$13,065
I-11 Other revenuePrior year $29,770−$41,084
I-12 Total revenuePrior year $458,970$158,740
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $264,533$139,119
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $124,157$73,842
I-18 Total expensesPrior year $388,690$212,961
I-19 Revenue less expensesPrior year $70,280−$54,221
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
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 $158,740 across 8 lines filed
VIII-1b Membership dues$3,390
VIII-1e Government grants$128,236
VIII-1f All other contributions, gifts and grants$55,133
VIII-1h Total contributions, gifts and grants$186,759
VIII-3 Investment incomeExcluded from tax $13,065$13,065
VIII-6 Net rental income or lossExcluded from tax −$45,574−$45,574
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,490$4,490
VIII-12 Total revenueRelated to mission $4,490 · Unrelated business $0 · Excluded from tax −$32,509$158,740
Part IX · Statement of functional expenses $212,961 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $39,661 · Management $15,416 · Fundraising $2,664$57,741
IX-7 Other salaries and wagesPrograms $18,925 · Management $33,354 · Fundraising $7,781$60,060
IX-9 Other employee benefitsPrograms $4,691 · Management $4,205 · Fundraising $811$9,707
IX-10 Payroll taxesPrograms $5,959 · Management $4,635 · Fundraising $1,017$11,611
IX-11c Accounting feesManagement $33,621$33,621
IX-11f Investment management feesManagement $2,908$2,908
IX-11g Other fees for servicesPrograms $5,000$5,000
IX-12 Advertising and promotionFundraising $412$412
IX-14 Information technologyPrograms $3,484 · Management $3,268 · Fundraising $543$7,295
IX-16 OccupancyPrograms $2,189 · Management $1,713 · Fundraising $251$4,153
IX-20 InterestManagement $29$29
IX-22 Depreciation, depletion and amortizationPrograms $270 · Management $40 · Fundraising $45$355
IX-23 InsurancePrograms $237 · Management $4,654 · Fundraising $18$4,909
IX-24 Other expenses (24a–d)Programs $1,434 · Management $5,899 · Fundraising $2,028$9,361
IX-24e All other expensesPrograms $633 · Management $5,138 · Fundraising $28$5,799
IX-25 Total functional expensesPrograms $82,483 · Management $114,880 · Fundraising $15,598$212,961
Part X · Balance sheet $2,289,196 assets, 16 lines filed
X-1 Cash, non-interest-bearing$13,262
X-2 Savings and temporary cash investmentsStart of year $1,161,621$1,651,819
X-3 Pledges and grants receivableStart of year $76,437$94,120
X-4 Accounts receivableStart of year $4,073$2,769
X-7 Notes and loans receivableStart of year $154,980$221,669
X-9 Prepaid expenses and deferred charges$4,963
X-10c Land, buildings and equipment, netStart of year $31,621$28,292
X-11 Publicly traded securitiesStart of year $244,902$272,302
X-16 Total assetsStart of year $1,673,634$2,289,196
X-17 Accounts payable and accrued expensesStart of year $28,720$10,642
X-24 Unsecured notes and loans payableStart of year $300,000$898,097
X-26 Total liabilitiesStart of year $345,275$908,739
X-27 Net assets without donor restrictionsStart of year $784,595$742,471
X-28 Net assets with donor restrictionsStart of year $543,764$637,986
X-32 Total net assets or fund balancesStart of year $1,328,359$1,380,457
X-33 Total liabilities and net assetsStart of year $1,673,634$2,289,196
Part XI · Reconciliation of net assets $1,380,457 net assets at year end
XI-1 Total revenue$158,740
XI-2 Total expenses$212,961
XI-3 Revenue less expenses−$54,221
XI-4 Net assets at start of year$1,328,359
XI-5 Net unrealized gains (losses) on investments$22,061
XI-8 Prior period adjustments$84,258
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,380,457

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.