Mission
The Heritage Trust is dedicated to promoting the preservation and restoration of Burlington, Iowa's architectural resources through education, action and advocacy.
Public Charity
THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA
THE HERITAGE TRUST FOR PRESERVATION & RESTOR OF HISTORIC BURLINGTON IA, of Burlington, IA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $96K in revenue, $84K in expenses, $926K in total assets. 1 publicly reported grants to this organization, totaling roughly $10K, appear in IRS filings.
EIN: 421399699
Burlington, IA
Latest filing: 2025
Total Revenue$96K
Total Expenses$84K
Total Assets$926K
Grant Records1
Funding Total$10K
Filing Years2021–2025
Sample Grants Received
PUBLIC, SOCIETAL BENEFIT
$10,000
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
Secretary
David Roed
Treasure
Dennis Wilson
President
Josh Caston
Vice President
Ray Demege
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $96K | $84K | $926K |
| 2024 | $97K | $86K | $895K |
| 2023 | $91K | $52K | $672K |
| 2022 | $139K | $15K | $526K |
| 2021 | $119K | $36K | $490K |
Between 2021 and 2025, reported annual revenue declined from $119K to $96K (-19%), with total assets most recently reported at $926K.
Interactive year-over-year charts and full filing details available with membership.