TPhilanthropy, Voluntarism & GrantmakingEIN: 351343903· Ruling Year: 1975

Heritage Fund Of Bartholomew County Inc

Columbus, Indiana

A-Health Score
77A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.79×
Peer Median11.98×
💰
$9.7M
Total Revenue
📊
$8.9M
Total Expenses
🏦
$86.8M
Net Assets
📋
$12.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-34.6%
Year-over-year change (2022 → 2023)
Net Margin
+8.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.79
Net assets divided by total expenses
Liabilities-to-Assets
12.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$9,729,07635%$8,864,45855%$99,398,22412%
2022$14,883,68652%$5,716,19514%$88,643,8918%
2021$9,809,71512%$6,636,10658%$96,647,3519%
2020$11,114,75962%$4,199,75127%$88,845,79714%
2019$6,858,13615%$5,772,4967%$77,779,03116%
2018$5,969,38114%$6,211,68626%$67,185,0379%
2017$6,927,50523%$4,922,1372%$73,869,42912%
2016$5,645,45429%$4,816,3773%$65,957,1897%
2015$7,964,92795%$4,965,7363%$61,791,5102%
2014$4,080,99917%$4,798,86824%$62,785,2393%
2013$4,938,96714%$3,876,38158%$61,003,25815%
2012$5,714,99081%$2,445,79436%$53,196,11618%
2011$3,149,564$3,822,597$45,224,670

Frequently Asked Questions

What does Heritage Fund Of Bartholomew County Inc do?

Heritage Fund Of Bartholomew County Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Indiana. It is classified under NTEE code T310 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Heritage Fund Of Bartholomew County Inc financially healthy?

Based on our 9-metric Financial Health Score model, Heritage Fund Of Bartholomew County Inc has a score of 77/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Heritage Fund Of Bartholomew County Inc generate?

Heritage Fund Of Bartholomew County Inc reports $10.0M in annual revenue and holds $110.3M in total assets, based on IRS filings.

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Heritage Fund Of Bartholomew County Inc — Columbus, IN | GiveScope