Civic Intelligence

Heritage Association of San Marcos

EIN 74-1907674 • 501(c)3 • San Marcos, TX

Profile

To support the preservation of historic buildings and the perpetuation of local traditions that beautify and enrich the cultural and community life of san marcos, texas.

PO Box 1806San Marcos, TX 78667

www.heritagesanmarcos.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$209,769

Up $19,539 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$209,769

Up $19,539 (+10%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$71,677

Up $10,274 (+17%) from 2023

Expenses

Up

$52,138

Up $16,710 (+47%) from 2023

Net Income

Down

$19,539

Down $6,436 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2011: $99,242Liabilities 2011: $263Net Assets 2011: $98,9792011Assets 2012: $87,197Liabilities 2012: $0Net Assets 2012: $87,1972012Assets 2013: $104,319Liabilities 2013: $0Net Assets 2013: $104,3192013Assets 2014: $118,808Liabilities 2014: $0Net Assets 2014: $118,8082014Assets 2015: $123,427Liabilities 2015: $0Net Assets 2015: $123,4272015Assets 2016: $131,285Liabilities 2016: $0Net Assets 2016: $131,2852016Assets 2017: $133,654Liabilities 2017: $1,471Net Assets 2017: $132,1832017Assets 2018: $138,923Liabilities 2018: $0Net Assets 2018: $138,9232018Assets 2019: $149,525Liabilities 2019: $2,056Net Assets 2019: $147,4692019Assets 2020: $139,656Liabilities 2020: $0Net Assets 2020: $139,6562020Assets 2021: $140,355Liabilities 2021: $0Net Assets 2021: $140,3552021Assets 2022: $164,255Liabilities 2022: $0Net Assets 2022: $164,2552022Assets 2023: $190,230Liabilities 2023: $0Net Assets 2023: $190,2302023Assets 2024: $209,769Liabilities 2024: $0Net Assets 2024: $209,7692024

Highlighted filing

2024

Assets$209,769
Liabilities$0
Net Assets$209,769
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KExpenses 2011: $81,9102011Expenses 2012: $51,2182012Revenue 2013: $53,439Expenses 2013: $36,317Net Income 2013: $17,1222013Revenue 2014: $39,528Expenses 2014: $28,501Net Income 2014: $11,0272014Revenue 2015: $55,992Expenses 2015: $51,373Net Income 2015: $4,6192015Revenue 2016: $45,686Expenses 2016: $37,828Net Income 2016: $7,8582016Revenue 2017: $57,822Expenses 2017: $56,924Net Income 2017: $8982017Revenue 2018: $44,297Expenses 2018: $37,557Net Income 2018: $6,7402018Revenue 2019: $46,358Expenses 2019: $37,812Net Income 2019: $8,5462019Revenue 2020: $14,595Expenses 2020: $22,408Net Income 2020: -$7,8132020Revenue 2021: $22,022Expenses 2021: $21,323Net Income 2021: $6992021Revenue 2022: $49,669Expenses 2022: $25,769Net Income 2022: $23,9002022Revenue 2023: $61,403Expenses 2023: $35,428Net Income 2023: $25,9752023Revenue 2024: $71,677Expenses 2024: $52,138Net Income 2024: $19,5392024

Highlighted filing

2024

Revenue$71,677
Expenses$52,138
Net Income$19,539
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,769
Liabilities
$0
Net assets
$209,769
Revenue
$71,677
Expenses
$52,138
Net income
$19,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.72$0.52$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.61$0.35$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.50$0.26$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.22$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.15$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.02$1.47$0.46$0.38$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.44$0.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.32$0.58$0.57$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.46$0.38$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.56$0.51$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.40$0.29$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.53$0.36$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$71,677
Mission and Program Overview

Mission

To support the preservation of historic buildings and the perpetuation of local traditions that beautify and enrich the cultural and community life of san marcos, texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$57,828$162,045▲ $104,217
Cash and Non-Interest-Bearing Accounts$132,402$47,724▼ $84,678
Total Assets$190,230$209,769▲ $19,539
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$190,230$209,769▲ $19,539
Total Net Assets Fund Balance$190,230$209,769▲ $19,539
Total Liabilities and Net Assets / Fund Balance$190,230$209,769▲ $19,539
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Renee GrahamPresident
Russell ClarkPresident El
Amy MeeksDirector
Brian OlsonDirector
Marianne MooreDirector
Rodney Van OudekerkeDirector
Kent CoxLifetime Director
Sherry BaeblerHeritage Gui
Ellie StewartHistorian/ar
Bronwyn SergiHome Tour Ch
Cathy DillonMembership C
Jeff KesterRiverwalk Pa
Jan LittleSecretary
Wayne KraemerStructure, F
Michele BreihanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,826
Program Service Revenue
$13,774
Investment Income
$4,105
Other Revenue
$6,972
All Other Contributions
$39,771
Change in Net Assets
$19,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,138
Total Fundraising Expense$427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$17,115$2,010$172$19,297
All Other Expenses$6,725$909$119$7,753
Advertising$6,226--$6,226
Office Expenses$3,109-$136$3,245
Insurance$1,715$590-$2,305
Other Expenses$1,792--$1,792
Fees for Services Accounting$400--$400
Total Functional Expenses$48,202$3,509$427$52,138
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,972
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 9

“RUSSELL CLARK”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is circulated amongst the board members for review and discussion.”

Form 990, Page 6, Part VI, Line 12C

“Any time a board member is admitted to the board through election/nomination, a conflict of interest review is done to ensure the organization is in proper compliance with its policy.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request by the public as determined by the board of directors on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
Heritage Association of San Marcos
EIN
74-1907674
Phone
5123963300
Address
PO BOX 1806, SAN MARCOS, TX 78667

Signing Officer

Name
Michele Breihan
Title
Treasurer
Phone
5123963300
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Graham
Formed
1975
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Schwartz & Associates
Address
116 S LBJ DR, SAN MARCOS, TX 78666-5506
Preparer
Autumn Schwartz
Phone
5126676352
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers help with the lunches at the cottage kitchen. Volunteers plan and execute the tour of homes annually as well as additional events and occassional fundraisers. Additionally, volunteers review and assess the need for repairs to local area historical markers and monuments.”

Form 990, Part IX, Line 24E

“Supplies 1,015 0 0 horse/buggy permit 923 0 0 signs 600 0 0 supplies 585 0 0 plaque 564 0 0 supplies 487 0 0 telephone 417 0 0 telephone 0 417 0 supplies 385 0 0 supplies 0 375 0 refreshments 360 0 0 renewal notices 348 0 0 dues & subscriptions 280 0 0 flowers 238 0 0 refreshments 185 0 0 membership 125 0 0 supplies 0 0 119 refreshments 0 117 0 sales tax 83 0 0 plaques 78 0 0 sales tax 51 0 0 sales tax 1 0 0 total 6,725 909 119”

Raw XML AppendixShowing 400 of 407 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0HERITAGE GUI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt3LIFETIME DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBERSHIP C
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7STRUCTURE, F
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0172
IRS990/OccupancyGrp/ManagementAndGeneralAmt02010
IRS990/OccupancyGrp/ProgramServicesAmt017115
IRS990/OccupancyGrp/TotalAmt019297
IRS990/OfficeExpensesGrp/FundraisingAmt0136
IRS990/OfficeExpensesGrp/ProgramServicesAmt03109
IRS990/OfficeExpensesGrp/TotalAmt03245
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MEALS AT ANNUAL MEETING
IRS990/OtherExpensesGrp/Desc1YEARBOOK EXPENSS
IRS990/OtherExpensesGrp/Desc2RAFFLE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt06520
IRS990/OtherExpensesGrp/ProgramServicesAmt12626
IRS990/OtherExpensesGrp/ProgramServicesAmt21974
IRS990/OtherExpensesGrp/ProgramServicesAmt31792
IRS990/OtherExpensesGrp/TotalAmt06520
IRS990/OtherExpensesGrp/TotalAmt12626
IRS990/OtherExpensesGrp/TotalAmt21974
IRS990/OtherExpensesGrp/TotalAmt31792
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RENEE GRAHAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TOUR OF HOMES
IRS990/ProgramServiceRevenueGrp/Desc1COTTAGE KITCHEN
IRS990/ProgramServiceRevenueGrp/Desc2EASTER EGG HUNT
IRS990/ProgramServiceRevenueGrp/Desc3BOOK SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09622
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13448
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2621
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt383
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TOUR OF HOMES IS HELD EACH YEAR ON THE FIRST WEEKEND IN MAY. LOCALS AS WELL AS VISITORS FROM ACROSS THE STATE ARE INVITED TO TOUR UNIQUE, AND OFTEN HISTORIC, HOMES IN SAN MARCOS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07121
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09622
IRS990/ProgSrvcAccomActy3Grp/Desc0GENERAL PROGRAMS INCLUDE EDUCATIONAL EVENTS FOR THE PUBLIC, MEMBERSHIP MEETINGS WITH AN EDUCATIONAL FOCUS, AND MEMBERSHIP DRIVES. BEAUTIFICATION OF VERAMENDI PARK IS OVERSEEN EACH YEAR BY THE ASSOCIATION'S RIVERWALK PARK COMMITTEE. PROJECTS INCLUDE THE PLANTING OF TREES, REPAIRS TO THE PARK'S GAZEBO, INSTALLATION OF PARK BENCHES AND TRASH CANS, AND SALES OF PERSONALIZED BRICKS IN SEVERAL AREAS OF THE PARK. THE CHARLES S. COCK HOUSE, THE ELI T. MERRIMAN CABIN, AND THE GWEN SMITH MEMORIAL FOUNTAIN ARE AMONG THE SITES LOCATED ON THE PARK GROUNDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt021650
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0338
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011876
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0796
IRS990/PYOtherExpensesAmt035428
IRS990/PYOtherRevenueAmt02438
IRS990/PYProgramServiceRevenueAmt046293
IRS990/PYRevenuesLessExpensesAmt025975
IRS990/PYTotalExpensesAmt035428
IRS990/PYTotalRevenueAmt061403
IRS990/ReconcilationRevenueExpnssAmt019539
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03814
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02149
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0126122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04703
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04703
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt013411
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt013411
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93860
IRS990ScheduleA/PublicSupportPY509Pct00.93050
IRS990ScheduleA/PublicSupportTotal509Amt0204955
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014595
IRS990ScheduleA/Total509Grp/TotalAmt0204955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014595
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0218366
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS HELP WITH THE LUNCHES AT THE COTTAGE KITCHEN. VOLUNTEERS PLAN AND EXECUTE THE TOUR OF HOMES ANNUALLY AS WELL AS ADDITIONAL EVENTS AND OCCASSIONAL FUNDRAISERS. ADDITIONALLY, VOLUNTEERS REVIEW AND ASSESS THE NEED FOR REPAIRS TO LOCAL AREA HISTORICAL MARKERS AND MONUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RUSSELL CLARK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS CIRCULATED AMONGST THE BOARD MEMBERS FOR REVIEW AND DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY TIME A BOARD MEMBER IS ADMITTED TO THE BOARD THROUGH ELECTION/NOMINATION, A CONFLICT OF INTEREST REVIEW IS DONE TO ENSURE THE ORGANIZATION IS IN PROPER COMPLIANCE WITH ITS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC AS DETERMINED BY THE BOARD OF DIRECTORS ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 1,015 0 0 HORSE/BUGGY PERMIT 923 0 0 SIGNS 600 0 0 SUPPLIES 585 0 0 PLAQUE 564 0 0 SUPPLIES 487 0 0 TELEPHONE 417 0 0 TELEPHONE 0 417 0 SUPPLIES 385 0 0 SUPPLIES 0 375 0 REFRESHMENTS 360 0 0 RENEWAL NOTICES 348 0 0 DUES & SUBSCRIPTIONS 280 0 0 FLOWERS 238 0 0 REFRESHMENTS 185 0 0 MEMBERSHIP 125 0 0 SUPPLIES 0 0 119 REFRESHMENTS 0 117 0 SALES TAX 83 0 0 PLAQUES 78 0 0 SALES TAX 51 0 0 SALES TAX 1 0 0 TOTAL 6,725 909 119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190230
IRS990/TotalAssetsEOYAmt0209769
IRS990/TotalAssetsGrp/BOYAmt0190230
IRS990/TotalAssetsGrp/EOYAmt0209769
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046826
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0427
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048202
IRS990/TotalFunctionalExpensesGrp/TotalAmt052138
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0209769
IRS990/TotalProgramServiceExpensesAmt048202
IRS990/TotalProgramServiceRevenueAmt013774
IRS990/TotalRevenueGrp/ExclusionAmt04703
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071677
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0209769
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.HERITAGESANMARCOS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE BREIHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05123963300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ASSOCIATION OF SAN MARCOS
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0741907674
ReturnHeader/Filer/PhoneNum05123963300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1806
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078667
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262200855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 S LBJ DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786665506
ReturnHeader/PreparerPersonGrp/PhoneNum05126676352
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13

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