Preservation Utah

People Preserving Places.

aka Utah Heritage Foundation   |   SALT LAKE CTY, UT   |
GuideStar Charity Check

Preservation Utah

EIN: 87-0272392


Preservation Utah works to keep the past alive, not only for preservation but to inspire and provoke a more creative present and sustainable future. We preserve, promote, and protect Utah's historic built environment through public awareness, advocacy, and active preservation.

Ruling year info


Executive Director

Brandy Strand

Main address



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Formerly known as

Utah Heritage Foundation



Subject area info

Historical activities

Community improvement

Population served info

Children and youth


NTEE code info

Historical Societies & Historic Preservation (A82)

Historical Societies and Related Activities (A80)

Community, Neighborhood Development, Improvement (S20)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Low-interest Revolving Loan Fund

Provides low-interest loans for historic home rehabs from Preservation Utah's Revolving Fund Loan Program. Preservation Utah administers the loan program to renew and stabilize neighborhoods by upgrading older existing homes. Property owners can receive loans for exterior and interior work.

Population(s) Served

We respond to calls from citizens who need advice on saving endangered properties, conducting local preservation programs, passing local preservation ordinances, and integrating preservation into local planning.

Population(s) Served

Preservation Utah is the steward of historic Memorial House in Salt Lake City's Memory Grove Park. Preservation Utah rehabilitated Memorial House in the 90's after it stood vacant for ten years and the building is now used as an event space. Our continued maintenance and operation of this landmark as an event venue ensures its use and enjoyment by the public.

Population(s) Served

Preservation Utah advocates preservation-oriented public policies by drafting legislation, testifying before legislative committees, and lobbying for the passage of bills that preserve Utah's historic resources.

Among Preservation Utah's most significant advocacy successes are the passage of bills establishing the Utah Historic Preservation Tax Credit, which allows a 20% reinvestment tax credit for the rehabilitation of historic residential properties, and the Utah Main Street Program, which promotes economic development through the revitalization of historic downtowns.

Population(s) Served

Our heritage education programs teach students about Utah 's history and its historic resources. Students participate in planned activities, instruction, and discussion through tours of significant historic sites including the Kearns (Utah Governor's) Mansion and the Salt Lake City and County building. Teacher's guides that feature pre- and post-tour lessons for these two buildings and most recently, historic buildings in Washington County, are available to teachers free of charge.

Population(s) Served
Children and youth

Preservation Utah hosts a number of annual events including the Historic Homes Tour, an Awards Ceremony, Community Preservation Trainings, Rehab It Right! Workshops, and various public tours, including free Summer Tours.

Population(s) Served

Where we work


Preservation Utah
Fiscal year: Jan 01 - Dec 31
Financial documents
2022 Preservation Utah
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 2.61 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 34.5 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 15% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Preservation Utah

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Preservation Utah

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Preservation Utah

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Preservation Utah’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $197,244 $99,324 -$41,769 $70,998 -$8,211
As % of expenses 51.6% 25.6% -19.6% 26.5% -2.8%
Unrestricted surplus (deficit) after depreciation $197,244 $99,324 -$42,124 $70,642 -$10,170
As % of expenses 51.6% 25.6% -19.8% 26.4% -3.4%
Revenue composition info
Total revenue (unrestricted & restricted) $658,587 $458,970 $158,740 $305,800 $348,959
Total revenue, % change over prior year 34.1% -30.3% -65.4% 92.6% 14.1%
Program services revenue 7.9% 13.1% 0.0% 7.9% 15.2%
Membership dues 1.8% 1.2% 2.1% 2.5% 1.3%
Investment income 2.8% 3.5% 8.2% 5.6% 5.9%
Government grants 35.0% 20.5% 80.8% 54.9% 47.8%
All other grants and contributions 46.7% 55.2% 34.7% 32.1% 31.7%
Other revenue 5.7% 6.5% -25.9% -3.0% -1.8%
Expense composition info
Total expenses before depreciation $382,220 $388,690 $212,606 $267,633 $295,589
Total expenses, % change over prior year -16.7% 1.7% -45.3% 25.9% 10.4%
Personnel 67.1% 68.1% 65.4% 67.3% 57.9%
Professional fees 9.1% 5.5% 19.5% 13.4% 17.0%
Occupancy 0.0% 0.0% 2.0% 3.1% 3.7%
Interest 0.0% 0.5% 0.0% 0.2% 0.1%
Pass-through 0.0% 0.0% 0.0% 0.0% 1.3%
All other expenses 23.8% 26.0% 13.1% 16.1% 20.0%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $382,220 $388,690 $212,961 $267,989 $297,548
One month of savings $31,852 $32,391 $17,717 $22,303 $24,632
Debt principal payment $0 $0 $0 $495,766 $6,793
Fixed asset additions $0 $31,621 $0 $1,528 $0
Total full costs (estimated) $414,072 $452,702 $230,678 $787,586 $328,973

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 33.9 35.9 94.0 54.7 45.5
Months of cash and investments 40.4 43.4 109.4 67.8 55.4
Months of estimated liquid unrestricted net assets 21.5 23.2 40.3 35.1 31.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,079,438 $1,161,621 $1,665,081 $1,220,439 $1,121,260
Investments $207,304 $244,902 $272,302 $292,757 $242,390
Receivables $271,342 $235,490 $318,558 $340,660 $468,927
Gross land, buildings, equipment (LBE) $310,357 $339,247 $288,806 $293,306 $297,806
Accumulated depreciation (as a % of LBE) 100.0% 90.7% 90.2% 90.0% 90.4%
Liabilities (as a % of assets) 21.4% 20.6% 39.7% 24.5% 23.5%
Unrestricted net assets $685,271 $784,595 $742,471 $813,113 $802,943
Temporarily restricted net assets $539,966 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $539,966 $543,764 $637,986 $613,714 $625,073
Total net assets $1,225,237 $1,328,359 $1,380,457 $1,426,827 $1,428,016

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Executive Director

Brandy Strand

Number of employees

Source: IRS Form 990

Preservation Utah

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Preservation Utah

Board of directors
as of 11/16/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Timothy Houpt

Steve Cornell

Jack Hodgkins

Gabriela Richardson

Timothy Houpt

Patrick Becker

Randy Hoffman

Will Pratt

Jack Davis

Malarie DeVincent

Suzy Eskenazi

Dalton Gackle

David Hunter

Jordan Menzel

Nathan Miller

Tracey Smith

Amber Anderson

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 11/16/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Gay, lesbian, bisexual, or other sexual orientations in the LGBTQIA+ community
Disability status
Person without a disability

Race & ethnicity

Gender identity


Sexual orientation


We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 11/16/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.