Civic Intelligence

Heritage Square Foundation

EIN 86-0378502 • 501(c)3 • Phoenix, AZ

Profile

Heritage Square Foundation is dedicated to preserving and sharing the stories, collection, historic buildings, and grounds of Heritage Square, serving as a relevant, engaging, and inclusive community resource and as a tangible connection to our diverse local history.

113 North 6th StreetPhoenix, AZ 85004

heritagesquarephx.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.47x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.66x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

-2.5%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$181,645

Down $4,615 (-2.5%) from 2023

Liabilities

Up

$266,732

Up $39,545 (+17%) from 2023

Net Assets

Down

-$85,087

Down $44,160 (-108%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin30th percentile

Revenue

Up

$403,354

Up $112,515 (+39%) from 2023

Expenses

Up

$447,514

Up $84,499 (+23%) from 2023

Net Income

Up

-$44,160

Up $28,016 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$200K$0-$200KAssets 2012: $304,153Liabilities 2012: $13,9442012Assets 2013: $352,325Liabilities 2013: $13,944Net Assets 2013: $338,3812013Assets 2014: $372,572Liabilities 2014: $13,944Net Assets 2014: $358,6282014Assets 2015: $372,588Liabilities 2015: $25,244Net Assets 2015: $347,3442015Assets 2016: $201,006Liabilities 2016: $13,073Net Assets 2016: $187,9332016Assets 2017: $200,324Liabilities 2017: $13,073Net Assets 2017: $187,2512017Assets 2018: $193,790Liabilities 2018: $13,073Net Assets 2018: $180,7172018Assets 2019: $144,927Liabilities 2019: $17,272Net Assets 2019: $127,6552019Assets 2020: $214,403Liabilities 2020: $134,983Net Assets 2020: $79,4202020Assets 2021: $147,912Liabilities 2021: $157,063Net Assets 2021: -$9,1512021Assets 2022: $201,275Liabilities 2022: $170,026Net Assets 2022: $31,2492022Assets 2023: $186,260Liabilities 2023: $227,187Net Assets 2023: -$40,9272023Assets 2024: $181,645Liabilities 2024: $266,732Net Assets 2024: -$85,0872024

Highlighted filing

2024

Assets$181,645
Liabilities$266,732
Net Assets-$85,087
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $185,240Expenses 2012: $170,684Net Income 2012: $14,5562012Revenue 2013: $244,710Expenses 2013: $196,538Net Income 2013: $48,1722013Revenue 2014: $293,199Expenses 2014: $272,952Net Income 2014: $20,2472014Revenue 2015: $313,424Expenses 2015: $313,408Net Income 2015: $162015Revenue 2016: $354,517Expenses 2016: $347,344Net Income 2016: $7,1732016Revenue 2017: $461,338Expenses 2017: $462,021Net Income 2017: -$6832017Revenue 2018: $418,042Expenses 2018: $424,576Net Income 2018: -$6,5342018Revenue 2019: $422,888Expenses 2019: $475,950Net Income 2019: -$53,0622019Revenue 2020: $380,403Expenses 2020: $423,759Net Income 2020: -$43,3562020Revenue 2021: $200,736Expenses 2021: $291,606Net Income 2021: -$90,8702021Revenue 2022: $428,332Expenses 2022: $334,599Net Income 2022: $93,7332022Revenue 2023: $290,839Expenses 2023: $363,015Net Income 2023: -$72,1762023Revenue 2024: $403,354Expenses 2024: $447,514Net Income 2024: -$44,1602024

Highlighted filing

2024

Revenue$403,354
Expenses$447,514
Net Income-$44,160
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$181,645
Liabilities
$266,732
Net assets
-$85,087
Revenue
$403,354
Expenses
$447,514
Net income
-$44,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$2.67$0.85$4.03$4.48$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$2.27$0.41$2.91$3.63$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$1.70$0.31$4.28$3.35$0.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.57$0.09$2.01$2.92$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$1.35$0.79$3.80$4.24$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.17$1.28$4.23$4.76$0.53
2018Summary only. Only limited summary data is available for this year.$1.94$0.13$1.81$4.18$4.25$0.07
2017Summary only. Only limited summary data is available for this year.$2.00$0.13$1.87$4.61$4.62$0.01
2016Summary only. Only limited summary data is available for this year.$2.01$0.13$1.88$3.55$3.47$0.07
2015Summary only. Only limited summary data is available for this year.$3.73$0.25$3.47$3.13$3.13$0.00
2014Summary only. Only limited summary data is available for this year.$3.73$0.14$3.59$2.93$2.73$0.20
2013Summary only. Only limited summary data is available for this year.$3.52$0.14$3.38$2.45$1.97$0.48
2012Summary only. Only limited summary data is available for this year.$3.04$0.14$1.85$1.71$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$414,575
Mission and Program Overview

Mission

Heritage Square Foundation is dedicated to preserving and sharing the stories, collection, historic buildings, and grounds of Heritage Square, serving as a relevant, engaging, and inclusive community resource and as a tangible connection to our diverse local history.

Cultivating meaningful connections rooted in Phoenix history and our community to inspire personal growth through shared memorable experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$123,844$119,737▼ $4,107
Investments Program Related$26,891$26,490▼ $401
Investments in Publicly Traded Securities$17,470$17,470→ $0
Land, Buildings, and Equipment, Net$12,617$10,694▼ $1,923
Inventories for Sale or Use$5,438$7,254▲ $1,816
Total Assets$186,260$181,645▼ $4,615
Liabilities
Other Liabilities$79,816$134,282▲ $54,466
Deferred Revenue$105,900$90,567▼ $15,333
Unsecured Notes Loans Payable$41,471$41,883▲ $412
Total Liabilities$227,187$266,732▲ $39,545
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,694$12,945▲ $5,251
Net Assets Without Donor Restrictions$-48,621$-98,032▼ $49,411
Total Net Assets Fund Balance$-40,927$-85,087▼ $44,160
Total Liabilities and Net Assets / Fund Balance$186,260$181,645▼ $4,615

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,694$9,386$20,580
Leasehold Improvements-$20,362$20,362
Investment Program Related Org$4,753--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$26,891-▼ $401-$26,490
2022$22,302-▲ $4,589-$26,891
2021$22,302---$22,302
2020$23,101---$22,302
2019$24,107---$24,107
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari CarlisleExecutive DirectorFT$63,000$1,200$64,200

Board Members and Trustees

NameTitle
Kevin LozierPresident
Gerald M CookVice President
John SouthardDirector
Luis CruzDirector
Tobias HoganDirector
Leah HarrisonSecretary
Laura ReadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,178
Program Service Revenue
$126,227
Investment Income
$3,603
Other Revenue
$196,346
All Other Contributions
$19,421
Change in Net Assets
$-44,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$321,488
Other Expenses$126,026
Total Fundraising Expense$76,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$133,872$15,567$70,426$219,865
Current Officers, Directors, Trustees, and Key Employees$55,212$6,420$2,568$64,200
Office Expenses$14,148$9,588$119$23,855
Payroll Taxes$20,053$2,332$932$23,317
Other Employee Benefits$12,131$1,411$564$14,106
Fees for Services Accounting-$10,339-$10,339
Other Expenses$2,778$8,170-$8,170
Insurance-$7,114-$7,114
All Other Expenses$6,875--$6,875
Fees for Services Other$250-$2,000$2,250
Depreciation Depletion$1,923--$1,923
Advertising$1,778--$1,778
Interest-$412-$412
Total Functional Expenses$309,552$61,353$76,609$447,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$134,282
City of Phoenix Rental Income Sharing-
Phoenix History Consortium-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

“By laws and annual reports are available on our website. Financial reviews are posted on Guidestar. Otherwise, documents and policies are available upon request.”

Form 990, Part VI, Section B, Line 11B

“The Finance Committee will review the draft 990 first, and upon consensus, submit to the Executive Board for review and action to approve before filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policies are reviewed and updated on an annual basis by the finance committee.”

Form 990, Part VI, Section B, Line 15A

“The Executive Commitee reviews the performance of the Executive Director and the bases her compensation on performance and marketplace conditions.”

Filing and Contact Details

Filer

Filer Name
Heritage Square Foundation
EIN
86-0378502
Phone
6026994321
Address
113 North 6th Street, Phoenix, AZ 85004

Signing Officer

Name
Tobias Hogan
Title
President
Phone
6026994321
Signed
2025-05-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Tobias Hogan
Formed
1979
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
16
Volunteers
25

Preparer

Firm
Darin Guthrie CPAPLLC
Address
3024 E Ft Lowell Ste100, Tucson, AZ 85716
Preparer
Darin Guthrie
Phone
5202074518
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

“The organization uses a modified cash basis of accounting.”

Financial Statement Notes

V 4

“The investment and spending policies for the endowment are intended to provide for a predictable stream of funding for operations while maintaining the purchasing power of the endowment assets.”

Raw XML AppendixShowing 400 of 491 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/Desc0Tours and Exhibits We offered standard and specialty tours of the Rosson House and new outdoor tours, serving 2,489 visitors and generating 45,068 in admissions revenue. We presented permanent and pop-up exhibits in the museum, visitor center, and community events, expanding historical engagement. Programs and Events Our annual theme explored science fiction, attracting 4,991 attendees. School field trips and traveling trunks reached 514 students. Community Engagement We participated in Blue Star Museums, Museums for All, and Teacher Appreciation Week, serving 195 individuals through these initiatives. City-facilitated events, event rentals, and tenant activities further activated Heritage Square, drawing thousands more visitors. We are grateful to our supporters for helping us communicate history, foster connections, and create an inclusive cultural space in downtown Phoenix.
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0119
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09588
IRS990/OfficeExpensesGrp/ProgramServicesAmt014148
IRS990/OfficeExpensesGrp/TotalAmt023855
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0564
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01411
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012131
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014106
IRS990/OtherExpensesGrp/Desc0Revenue share
IRS990/OtherExpensesGrp/Desc1Program events exhibitions
IRS990/OtherExpensesGrp/Desc2Curation services supplies
IRS990/OtherExpensesGrp/Desc3Bank fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08170
IRS990/OtherExpensesGrp/ProgramServicesAmt047286
IRS990/OtherExpensesGrp/ProgramServicesAmt113246
IRS990/OtherExpensesGrp/ProgramServicesAmt22778
IRS990/OtherExpensesGrp/TotalAmt047286
IRS990/OtherExpensesGrp/TotalAmt113246
IRS990/OtherExpensesGrp/TotalAmt22778
IRS990/OtherExpensesGrp/TotalAmt38170
IRS990/OtherLiabilitiesGrp/BOYAmt079816
IRS990/OtherLiabilitiesGrp/EOYAmt0134282
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt070426
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015567
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0133872
IRS990/OtherSalariesAndWagesGrp/TotalAmt0219865
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0932
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02332
IRS990/PayrollTaxesGrp/ProgramServicesAmt020053
IRS990/PayrollTaxesGrp/TotalAmt023317
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561520
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162382
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IRS990/PYRevenuesLessExpensesAmt0-72176
IRS990/PYSalariesCompEmpBnftPaidAmt0305780
IRS990/PYTotalExpensesAmt0363015
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RelatedEntityInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt0189142
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt062382
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01225
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt03430
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057530
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0147682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0524495
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0322574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0247955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0109974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0189148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0908739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03603
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08939
IRS990ScheduleA/InvestmentIncomeCYPct00.00620
IRS990ScheduleA/InvestmentIncomePYPct00.00640
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.92820
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0149448
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt055170
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt089623
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0144793
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0186770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0256268
IRS990ScheduleA/Total509Grp/TotalAmt01433234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0401459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0308177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0287793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0187183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0257561
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01442173
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.82000
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026891
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026490
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026891
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt023101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024107
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt021737
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt14753
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Quasi-endowment
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Endowment
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt020362
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0134282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1City of Phoenix Rental Income Sharing
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Phoenix History Consortium
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The investment and spending policies for the endowment are intended to provide for a predictable stream of funding for operations while maintaining the purchasing power of the endowment assets.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0V 4
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IRS990ScheduleD/TotalBookValueProgramRltdAmt026490
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IRS990/ScheduleJRequiredInd0false

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