Nonprofit · EIN 42-1399699
THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $96,048 | $84,316 | $11,732 | $926,427 | $85,729 | $840,698 |
| December 31, 2024 | 990 | $96,532 | $85,896 | $10,636 | $894,941 | $111,293 | $783,648 |
| December 31, 2023 | 990 | $90,904 | $52,110 | $38,794 | $671,850 | $0 | $671,850 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $31,908
- Membership dues
- $4,378
- Program service revenue
- $59,798
- Investment income
- $0
- Net rental income
- $4,342
- Other revenue
- $4,342
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $44,940
- Program services (functional)
- $20,000
- Management and general (functional)
- $64,316
Balance sheet and other
- Total assets, start of year
- $894,941
- Total assets, end of year
- $926,427
- Total liabilities, end of year
- $85,729
- Net assets, end of year
- $840,698
- Land, buildings and equipment
- $359,500
- Publicly traded securities
- $194,915
- Gross receipts
- $107,306
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1992
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray Demege | Vice President Trustee or director | 20 | $0 |
| Josh Caston | President Trustee or director | 10 | $0 |
| Dennis Wilson | Treasure Trustee or director | 20 | $0 |
| David Roed | Secretary Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray Demege | Vice President Trustee or director, Officer | 20 | $0 |
| Dick Keith | President Trustee or director, Officer | 25 | $0 |
| Dennis Wilson | Treasure Trustee or director, Officer | 15 | $0 |
| David Roed | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray Demege | Vice President Trustee or director | 20 | $0 |
| Dick Keith | President Trustee or director, Officer | 10 | $0 |
| Dennis Wilson | Treasure Trustee or director, Officer | 10 | $0 |
| David Roed | Secretary Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1700 RIVER ST, BURLINGTON, IA 52601-6151
- In care of
- % DENNIS WILSON
- Mailing address (990-N for 2020)
- 1700 River St, Burlington IA 52601
- Principal officer (990 for 2025)
- Dennis Wilson, 1700 River St, Burlington, IA 52601
- Principal officer (990-N for 2020)
- Dennis Wilson, 1700 River Street, Burlington IA 52601
- Signed the 990
- Dennis Wilson, Treasure
- Phone
- (319) 753-6929
- Website
- burlingtonheritagetrust.com
Mission
The Heritage Trust is dedicated to promoting the preservation and restoration of Burlington, Iowa's architectural resources through education, action and advocacy.
Program accomplishments
- Granted 2 restoration grants.Expenses $20,000 · grants $20,000 · revenue $12,522
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1399699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20Z)
- Assets (IRS master file)
- $926,427
- Income (IRS master file)
- $107,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $96,048 | $84,316 | $926,427 | XML |
| 990 | December 2024 | $96,532 | $85,896 | $894,941 | XML |
| 990 | December 2023 | $90,904 | $52,110 | $671,850 | XML |
| 990 | December 2022 | $138,921 | $14,823 | $526,074 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Dennis Wilson | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Dennis Wilson | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1399699).
Questions about THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA
- What is the EIN of THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA?
- The employer identification number (EIN) of THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA is 42-1399699.
- Is THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA?
- The 990 for the year ended December 31, 2025 names Dennis Wilson.
- Who are the officers and directors of THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $96,048, expenses of $84,316 and total assets of $926,427 at year end.
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