Heritage Fund - the Community Foundation

Philanthropy organization based in Columbus, IN. 10 employees. Exempt under §501(c)(3).

MissionTO 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.

EIN
35-1343903
State
IN
Sector
Philanthropy
Budget band
$10M–$25M
Latest filing
TY 2024
Records
2 officers · 6 years

Financial snapshot · TY 2024

$10.0M
Total revenue
$8.8M
Total expenses
$110.3M
Net assets

Financial health · TY 2024

53
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
32
5.7 months of expenses
Program efficiency
100
91.7% spent on programs
Revenue diversity
0
Mix of program fees, grants & contributions

Leadership compensation

Tracy Souza
PRESIDENT & CEO
$214,204
Kristin Munn
EMPLOYEE
$126,924

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Heritage Fund - the Community Foundation Executive Compensation | 990 Data | DoubleNine