COLUMBUS, IN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC, founded in 1976, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.0M in total revenue in fiscal year 2024. Expenses of $8.8M left a modest 13% surplus.
TO INSPIRE GENEROSITY, TO GATHER AND GROW COMMUNITY LEADERS, AND TO ACT TO ENSURE THAT BARTHOLOMEW COUNTY IS ANEXCEPTIONAL PLACE FOR ALL TO LIVE, LEARN, WORK, AND PLAY.
HERITAGE FUND IS THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY. THE FOUNDATION EXISTS SOLELY FOR THE BETTERMENT OF THE COMMUNITY. ITS MISSION IS TO PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED...
HERITAGE FUND IS THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY. THE FOUNDATION EXISTS SOLELY FOR THE BETTERMENT OF THE COMMUNITY. ITS MISSION IS TO PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR BROAD CHARITABLE PURPOSES, TO DEVELOP LEADERSHIP TO ADDRESS COMMUNITY ISSUES, TO SERVE AS A CATALYST FOR POSITIVE CHANGE IN PARTNERSHIP WITH OTHERS, AND TO PROMOTE PHILANTHROPY WITHIN THE COMMUNITY. EACH YEAR, HERITAGE FUND MANAGES A COMPETITIVE GRANTS PROCESS FOR OVER $500,000 IN UNRESTRICTED DOLLARS FROM THE COMMUNITY FUND IN THE AREAS OF OPPORTUNITY, POSITIVE CHANGE, COMMUNITY INVESTMENT, AND ORGANIZATIONAL EXCELLENCE. THE FOUNDATION IS THE KEY ADMINISTRATOR OF SCHOLARSHIPS FOR HIGH SCHOOL SENIORS IN BARTHOLOMEW COUNTY, AND CONDUCTS THE ANNUAL SELECTION PROCESS FOR TWO LILLY SCHOLARSHIPS. HERITAGE FUND SERVES AS FISCAL SPONSOR FOR IMPORTANT COMMUNITY PROJECTS, TWO OF WHICH ARE THE CONSTRUCTION OF THE COMMONS IN 2011, AND LANDMARK COLUMBUS, A CELEBRATION OF THE DESIGN HERITAGE OF COLUMBUS IN 2017. DISTRIBUTION FROM THE FOUNDATIONS MANY DONOR ADVISED, DESIGNATED, AGENCY AND FIELD OF INTEREST FUNDS SUPPORT A BROAD VARIETY OF CHARITABLE PURPOSES.THE HERITAGE FUND BOARD IS COMPOSED OF 27 COMMUNITY LEADERS. THE FOUNDATION EMPLOYS 6 PROFESSIONALS, AND ENLISTS THE AID OF OVER 50 VOLUNTEERS WHO SERVE ON DEVELOPMENT, GRANTS, OUTREACH, FINANCE AND AUDIT, INVESTMENT AND SCHOLARSHIP COMMITTEES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $10,015,349 | $9,729,076 | +0.0% |
| Expenses | $8,756,719 | $8,864,458 | 0.0% |
| Net Income | $1,258,630 | $864,618 | +0.5% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| AIDA RAMIREZ | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| ANUJA MAZGAONKAR | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| BRAD DAVIS | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| CARL LIENHOOP | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| COURTNEY METZGER | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| FELIPE MARTINEZ | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| JEFF BROWN | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| JEFF WILTROUT | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| JIM ROBERTS | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| JOHN WHITTINGTON | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| JOHNNIE EDWARDS | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| KATHY OREN | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| KATIE GLICK | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| LORA MOUNT | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| MAGGIE KAMMAN | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| MARK STEWART | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| MARY FERDON | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| NICHOLAS SPRAGUE | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| REINHOLD HILL | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| SARLA KALSI | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| STEVE BAKER | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| TOM HARMON | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| TRACY HADDAD | DIRECTOR | 1.50 |
Director
|
$0 | $0 | $0 |
| LORI THOMPSON | CHAIR | 1.50 |
Officer
Director
|
$0 | $0 | $0 |
| ALICE JOHNSON | VICE CHAIR | 1.50 |
Officer
Director
|
$0 | $0 | $0 |
| PHIL LUZIUS | SECRETARY | 1.50 |
Officer
Director
|
$0 | $0 | $0 |
| MICHELLE SCHAEFER | TREASURER | 1.50 |
Officer
Director
|
$0 | $0 | $0 |
| TRACY SOUZA | PRESIDENT & CEO | 40.00 |
Officer
|
$202,000 | $12,204 | $214,204 |
| KRISTIN MUNN | EMPLOYEE | 40.00 |
Highest
|
$113,000 | $13,924 | $126,924 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $10,015,349 | $8,756,719 | $110,312,886 | $1,258,630 |
| 2023 | $9,729,076 | $8,864,458 | $99,398,224 | $864,618 |
| 2022 | $14,883,686 | $5,716,195 | $88,643,891 | $9,167,491 |
| 2021 | $9,809,715 | $6,636,106 | $96,647,351 | $3,173,609 |
| 2020 | $11,114,759 | $4,199,751 | $88,845,797 | $6,915,008 |
| 2019 | $6,858,136 | $5,772,496 | $77,779,031 | $1,085,640 |
| 2018 | $5,969,381 | $6,211,686 | $67,185,037 | $-242,305 |
Compare HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC with other nonprofits in Indiana and across the country.