Civic Intelligence

The Heritage Society

EIN 74-1444232 • 501(c)3 • Houston, TX

View Organization Page

Profile

The Heritage Society (THS) is a 501(c)(3) nonprofit organization whose mission is to tell the stories of Houston's diverse history through collections, exhibits, and educational programs.

1100 BagbyHouston, TX 77002-2504

www.heritagesociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$71,865

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,062,299

Up $526,470 (+34%) from 2023

Liabilities

Down

$19,067

Down $80,240 (-81%) from 2023

Net Assets

Up

$2,043,232

Up $606,710 (+42%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Up

$1,135,298

Up $146,589 (+15%) from 2023

Expenses

Up

$570,633

Up $133,171 (+30%) from 2023

Net Income

Up

$564,665

Up $13,418 (+2.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,498,649Liabilities 2010: $15,703Net Assets 2010: $1,482,9462010Assets 2011: $1,805,218Liabilities 2011: $80,554Net Assets 2011: $1,724,6642011Assets 2012: $1,299,072Liabilities 2012: $23,848Net Assets 2012: $1,275,2242012Assets 2013: $1,559,237Liabilities 2013: $30,077Net Assets 2013: $1,529,1602013Assets 2014: $1,939,199Liabilities 2014: $124,981Net Assets 2014: $1,814,2182014Assets 2015: $1,844,700Liabilities 2015: $197,239Net Assets 2015: $1,647,4612015Assets 2016: $1,607,362Liabilities 2016: $310,945Net Assets 2016: $1,296,4172016Assets 2017: $1,683,561Liabilities 2017: $326,061Net Assets 2017: $1,357,5002017Assets 2018: $1,427,389Liabilities 2018: $197,191Net Assets 2018: $1,230,1982018Assets 2019: $1,073,913Liabilities 2019: $191,894Net Assets 2019: $882,0192019Assets 2020: $754,814Liabilities 2020: $138,215Net Assets 2020: $616,5992020Assets 2021: $801,966Liabilities 2021: $120,403Net Assets 2021: $681,5632021Assets 2022: $1,001,031Liabilities 2022: $122,429Net Assets 2022: $878,6022022Assets 2023: $1,535,829Liabilities 2023: $99,307Net Assets 2023: $1,436,5222023Assets 2024: $2,062,299Liabilities 2024: $19,067Net Assets 2024: $2,043,2322024

Highlighted filing

2024

Assets$2,062,299
Liabilities$19,067
Net Assets$2,043,232
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,009,6022010Revenue 2011: $1,406,516Expenses 2011: $1,180,463Net Income 2011: $226,0532011Expenses 2012: $968,2932012Expenses 2013: $867,7862013Revenue 2014: $1,227,243Expenses 2014: $934,163Net Income 2014: $293,0802014Revenue 2015: $1,461,390Expenses 2015: $1,580,392Net Income 2015: -$119,0022015Revenue 2016: $793,240Expenses 2016: $1,096,774Net Income 2016: -$303,5342016Revenue 2017: $952,399Expenses 2017: $1,134,307Net Income 2017: -$181,9082017Revenue 2018: $991,032Expenses 2018: $1,115,912Net Income 2018: -$124,8802018Revenue 2019: $678,775Expenses 2019: $904,967Net Income 2019: -$226,1922019Revenue 2020: $533,324Expenses 2020: $798,744Net Income 2020: -$265,4202020Revenue 2021: $464,148Expenses 2021: $399,184Net Income 2021: $64,9642021Revenue 2022: $740,188Expenses 2022: $466,456Net Income 2022: $273,7322022Revenue 2023: $988,709Expenses 2023: $437,462Net Income 2023: $551,2472023Revenue 2024: $1,135,298Expenses 2024: $570,633Net Income 2024: $564,6652024

Highlighted filing

2024

Revenue$1,135,298
Expenses$570,633
Net Income$564,665
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,062,299
Liabilities
$19,067
Net assets
$2,043,232
Revenue
$1,135,298
Expenses
$570,633
Net income
$564,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.02$2.04$1.14$0.57$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.10$1.44$0.99$0.44$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.12$0.88$0.74$0.47$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.12$0.68$0.46$0.40$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.14$0.62$0.53$0.80$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.19$0.88$0.68$0.90$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.20$1.23$0.99$1.12$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.33$1.36$0.95$1.13$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.31$1.30$0.79$1.10$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.20$1.65$1.46$1.58$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.12$1.81$1.23$0.93$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.03$1.53$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.02$1.28$0.97
2011Summary only. Only limited summary data is available for this year.$1.81$0.08$1.72$1.41$1.18$0.23
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.02$1.48$1.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jan 21, 2022
Return Version
2020v4.0
Gross Receipts
$546,139
Mission and Program Overview

Mission

The Heritage Society (THS) is a nonprofit organization founded in 1954 whose mission is to tell the stories of the diverse history of Houston and Texas through collections, exhibits, the arts, educational programs, film, video, and other content.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$561,912$594,717▲ $32,805
Inventories for Sale or Use$108,412$98,644▼ $9,768
Cash and Non-Interest-Bearing Accounts$35,629$65,820▲ $30,191
Pledges and Grants Receivable$37,939$30,550▼ $7,389
Land, Buildings, and Equipment, Net$10,922$8,576▼ $2,346
Prepaid Expenses and Deferred Charges-$3,659-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$754,814$801,966▲ $47,152
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$106,489$106,489→ $0
Accounts Payable and Accrued Expenses$31,726$13,414▼ $18,312
Other Liabilities-$500-
Total Liabilities$138,215$120,403▼ $17,812
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,400,190$1,092,444▼ $307,746
Net Assets Without Donor Restrictions$-783,591$-410,881▲ $372,710
Total Net Assets Fund Balance$616,599$681,563▲ $64,964
Total Liabilities and Net Assets / Fund Balance$754,814$801,966▲ $47,152

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,559$182,308$187,867
Buildings-$163,570$163,570
Leasehold Improvements-$162,253$162,253
Other Land Buildings$3,017$56,102$59,119

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,092,444-▲ $2,249$2,249$1,092,444
2019$1,092,444-▲ $16,497$16,497$1,092,444
2018$1,092,444-▲ $11,646$11,646$1,092,444
2017$1,138,986-▲ $65,542$112,084$1,092,444
2016$1,050,352-▲ $88,634-$1,138,986
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alison BellExecutive DirectorFT$65,351$65,351

Board Members and Trustees

NameTitle
Minnette BoeselPresident
Stephen LucchesiVice President
Barry MooreDirector
Bob PandoDirector
Evelyn BoatwrightDirector
Harriett LatimerDirector
Heath BeemanDirector
James FurrDirector
Jill BrooksDirector
Kirksey GreggDirector
Kristina SomervilleDirector
Martha Whiting-GoddardDirector
Michelle EnsellDirector
Mister McKinneyDirector
Nolan ButterfrasDirector
Paul HomeyerDirector
Scott EnsellDirector
Rives TaylorSecretary
Joanne ZumbrunTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$424,260
Program Service Revenue
$10,989
Investment Income
$5,006
Other Revenue
$23,893
All Other Contributions
$258,590
Change in Net Assets
$64,964

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table95$32,225Sale proceeds
Total Noncash Contributions95$32,225-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$257,475
Other Expenses$140,624
Total Fundraising Expense$50,385
Professional Fundraising Fees$1,085
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,003$25,200$16,800$168,003
Current Officers, Directors, Trustees, and Key Employees$51,289$10,257$6,839$68,385
Office Expenses$7,228$18,013$7,639$32,880
Fees for Services Other$25,846$1,730-$27,576
Payroll Taxes$15,815$3,163$2,109$21,087
Advertising$5,601$906$1,686$8,193
Insurance$1,097$6,335$688$8,120
Information Technology$3,866$3,686$405$7,957
Other Expenses$6,371-$12,585$6,371
Interest-$2,968-$2,968
Depreciation Depletion$1,346$500$500$2,346
Fees for Services Accounting-$1,600-$1,600
Fees for Services Professional Fundraising--$1,085$1,085
Travel--$49$49
Total Functional Expenses$274,441$74,358$50,385$399,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$67,883
Fundraising Gross Income$54,325
Professional Fundraising Fees$1,085

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
NotSuOh$170,280$46,855$31,712$15,143
Luncheon$48,975$7,470$3,870$3,600
Total Events$219,255$54,325$67,883$-13,558
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security deposits$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The Executive Committee is comprised of the President, Vice President, Secretary, Treasurer, and chairs of standing and special board committees. The Corporate by-laws allow the Executive Committee to act on behalf of the Board in between regular Board meetings but cannot amend the articles of incorporation, adopt a plan of merger or dissolution, amend or repeal the by-laws.”

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Michelle Ensell and Scott Ensell have a family relationship.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the Executive Director, the Finance Committee, and the Executive Committee. A copy of the Form is provided to all Board Members prior to filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Conflict of Interest policy is reviewed and discussed annually at the beginning of each fiscal year. All Board Members, staff and volunteers are required to confirm their compliance with the policy and disclose any conflict(s) of interest. Compliance with the policy is monitored by the Executive Director, Board committees, and self-monitored.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Director's compensation is determined by a review of compensation of like kind organizations along with a performance review. The compensation package is voted on by the governing board based on what the current budget will allow.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Performance reviews are conducted annually for all employees. Compensation is based upon performance, qualifications, and the compensation levels reported by comparable organizations for comparable jobs and qualifications through non-profit sector surveys.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Policies are made available upon request, and are kept in a binder in the Executive Director's office. The binder is updated annually, or as needed.”

Filing and Contact Details

Filer

Filer Name
The Heritage Society
EIN
74-1444232
Phone
7136551912
Address
1100 Bagby, Houston, TX 77002

Signing Officer

Name
Minnette Boesel
Title
President
Signed
2022-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Minnette Boesel
Formed
1954
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
13
Volunteers
25

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The Heritage Society's collections are made up of historical artifacts that are held for educational, research, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying existence and assessing condition are performed periodically. The collections are subject to a policy that requires proceeds from the sale or other disposition of collection items to be used to acquire other items for the collections.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The collections held by the Heritage Society are significant to the history of Houston and the surrounding area. They are used to further the education of all visitors about the history and people of the Houston area the State of Texas.”

Part V, Line 4: Intended uses of the endowment fund.

“Support the cost of maintaining historical structures, grounds and collections.”

Raw XML AppendixShowing 400 of 648 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/FundraisingAmt01686
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IRS990/AdvertisingGrp/ProgramServicesAmt05601
IRS990/AdvertisingGrp/TotalAmt08193
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IRS990/BooksInCareOfDetail/PersonNm0Libby S Sims
IRS990/BooksInCareOfDetail/PhoneNum07136551912
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 Bagby
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0770022504
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CreditCounselingInd0false
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IRS990/CYTotalExpensesAmt0399184
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IRS990/CYTotalProfFndrsngExpnsAmt01085
IRS990/CYTotalRevenueAmt0464148
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/Desc0The Heritage Society cares for and operates historic buildings in order 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 the historic buildings and collections for the education and enjoyment of the public.The Heritage Society collects and exhibits items of relevance to Houston's and Texas's history and is obligated to preserve and care for those items. Collections items are exhibited in the historic buildings and Museum Gallery, and through rotating exhibitions both on- and off-site.
IRS990/DescribedInSection501c3Ind0true
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form8282FiledCnt00
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