Better Business Bureau Report for
The Heritage Society

Better Business Bureau Report issued October 2014
Better Business Bureau Report expires October 2015

This BBB Accredited charity meets all 20 Standards for Charity Accountability and is a Seal Holder. Find out more...

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Charity Contact Information

Name: The Heritage Society
Address: 1100 Bagby St.
  Houston, TX 77002
Phone: 713-655-1912
Web Address:
Also known as:Harris County Heritage Society
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Better Business Bureau Comments

Year, State Incorporated: 1954, Texas
Affiliates: None
Stated Purpose: The Heritage Society (THS), a 501 (c) (3) non-profit museum complex at Sam Houston Park, collects, preserves, exhibits, and celebrates the diverse history of the Houston region.

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Evaluation Conclusions


The Heritage Society meets the 20 Standards for Charity Accountability.
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The Heritage Society's programs include docent-guided and audio tours of nine historic structures that date from 1823 to 1905. The historic structures demonstrate the cultural, historical, architectural, economic, and religious influences of early Houstonians. The Heritage Society also offers regular lectures about events, people, antiques, and history; trunk shows for groups who cannot visit The Heritage Society in person; changing exhibitions in the Museum Gallery that focus on Houston and Harris County's history; Family Days for parents and children; and training workshops for educators who teach Texas History. In 2013-2014 the number of tour and museum visitors totaled to 12,069, with approximately 50,000 additional visitors coming to Sam Houston Park for festivals, athletic events, and civic celebrations.

For the fiscal year ended May 31, 2014, The Heritage Society's program expenses were:

Total Program Expenses: $
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Chief Executive : Alice Collette, Executive Director

Chair of the Board: Evelyn Boatwright, President, Board of Directors
Chair's Profession / Business Affiliation: Community Volunteer

Board Size: 32

Paid Staff Size: 14

*Compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.
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Fund Raising


Method(s) Used:

invitations to fund raising events, grant proposals, internet
Fund raising costs were 12% of related contributions. (Related contributions, which totaled $1,048,606, are donations received as a result of fund raising activities.)
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Tax Status


This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
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The following information is based on The Heritage Society's unaudited financial statements for the fiscal year ended May 31, 2014.

Source of Funds  
Contributions 986,558
Investment return, net 109,114
Admissions and tours 97,839
Fundraising events 65,375
Facility rental income 60,553
Other income 6,673
Direct donor benefit costs -3,327
Total Income $1,322,785


Uses of Funds as a % of Total Expenses

Programs: 76%  Fund Raising: 12%  Administrative: 12% 

Total income $1,322,785
Program expenses $788,321
Fund raising expenses 128,778
Administrative expenses 120,628
Total expenses $1,037,727
Income in Excess of Expenses 285,058
Beginning net assets 1,529,160
Ending net assets 1,814,218
Total liabilities 124,981
Total assets $1,939,199

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0 complaint(s) closed with BBB in the last 3 years. 0 complaint(s) closed in the last 12 months.

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An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the BBB Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

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