HERITAGE GROUP EMPLOYEE BENEFIT TRUST

EIN: 351799877

INDIANAPOLIS, IN

Total Revenue
$68,227,859
Total Expenses
$68,227,859
Total Assets
$8,179,803
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
IN
Principal Officer
DAVID L FRANZ
Phone
3178726010
Tax Period
2023-06-01 to 2024-05-31

HERITAGE GROUP EMPLOYEE BENEFIT TRUST, founded in 1990, is a mid-sized nonprofit that reported $68.2M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

PAYMENT OF INSURANCE PREMIUMS AND HEALTH, DENTAL, AND VISION CLAIMS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $67,789,534
Investment Income $438,325
Other Revenue $0
TOTAL REVENUE $68,227,859

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,973,256
TOTAL EXPENSES $68,227,859

Year-over-Year Comparison

2023 2022 Change
Revenue $68,227,859 $53,321,497 +0.3%
Expenses $68,227,859 $53,321,497 +0.3%
Net Income $0 $0 N/A
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.00
$0 $0 $0
DAVID L FRANZ PLAN ADMIN. 2.00
Officer
$0 $0 $0
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 $68,227,859 $68,227,859 $8,179,803 No data
2024 No data No data No data No data
2023 $53,321,497 $53,321,497 $5,727,049 No data
2022 $48,474,958 $48,474,958 $5,252,708 No data
2021 $43,119,896 $43,119,896 $2,085,714 No data
2020 $38,373,492 $38,373,492 $4,572,254 No data
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