HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC

EIN: 351343903 501(c)(3) Philanthropy & Grantmaking

COLUMBUS, IN

Total Revenue
$10,015,349
Total Expenses
$8,756,719
Total Assets
$110,312,886
Net Assets
$96,268,405
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
IN
Principal Officer
EDITH BLAKESLEE
Phone
8123767772
Tax Period
2024-01-01 to 2024-12-31

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.

Mission

TO INSPIRE GENEROSITY, TO GATHER AND GROW COMMUNITY LEADERS, AND TO ACT TO ENSURE THAT BARTHOLOMEW COUNTY IS AN EXCEPTIONAL PLACE FOR ALL TO LIVE, LEARN, WORK, AND PLAY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,249,997
Program Service Revenue $0
Investment Income $3,752,852
Other Revenue $12,500
TOTAL REVENUE $10,015,349

Expense Breakdown

Grants Paid $6,572,862
Salaries & Benefits $764,966
Fundraising Expenses $338,760
Program Expenses $8,031,261
Other Expenses $1,418,891
TOTAL EXPENSES $8,756,719

Year-over-Year Comparison

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%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
28
Independent Members
27
Employees
10
Volunteers
75

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$214,204
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
1
reported
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
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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
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