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Heritage Square Foundation

Phoenix, AZ · EIN 860378502 · Form 990 · FY2021 · NTEE A54Z · Arts, Culture & Humanities · Small ($100K-$1M) · heritagesquarephx.org
revenue
$428K
expenses
$335K
net assets
$31K
employees
9
volunteers
13
program ratio
79%
mission · from form 990

Heritage Square Foundation is dedicated to preserving and sharing the stories, collection, historic buildings, and grounds of Heritage Square.

profile · synthesized from sources

Heritage Square Foundation preserves and interprets the historic Rosson House Museum and other Victorian-era homes in downtown Phoenix, Arizona. The organization offers guided tours, educational programs, and event rentals to engage the public with the history and architecture of the late 19th century.

named programs · 1 · from sources

what they call their work

Rosson House Museum Tours
Guided tours of the historic Rosson House Museum, offering insights into Victorian-era life and architecture.
activities · 1 cluster

what they do

financials · form 990 · fy2021

the money

revenue
Total revenue$428K
Contributions & grants$206K48%
Program service revenue$111K26%
Investment income$9380%
Other revenue$110K
expenses
Total expenses$335K
Program expenses79%
Admin / overhead18%
Fundraising3%
Salaries & benefits$240K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$201K
Cash$141K
Investments$45K
Liabilities$170K
Net assets$31K
Liquid reserves6.7 mo
3 years on record · 2019–2021 · YoY revenue +113.4%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
kari Carlisle Executive Director 40 $62K
board members · 6
  • Gerald M Cook — Vice President
  • John Larsen Southard — Director
  • Kevin Lozier — President
  • Laura Read — Treasurer
  • Leah Harrison — Secretary
  • Raymond Wong — Director
relationships · 1

who they work with

  • Partners Partner — Collaborates with partner organizations to support operations or programming, though specific partners are not named on this page.