Heritage Fund Of Bartholomew County Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,149,564 | 3,822,597 | −673,033 | 114.6 | 10% |
| 2012 | 5,714,990 | 2,445,794 | 3,269,196 | 200.3 | 15% |
| 2013 | 4,938,967 | 3,876,381 | 1,062,586 | 148.9 | 10% |
| 2014 | 4,080,999 | 4,798,868 | −717,869 | 124.8 | 8% |
| 2015 | 7,964,927 | 4,965,736 | 2,999,191 | 123.7 | 8% |
| 2016 | 5,645,454 | 4,816,377 | 829,077 | 136.8 | 8% |
| 2017 | 6,927,505 | 4,922,137 | 2,005,368 | 151.6 | 9% |
| 2018 | 5,969,381 | 6,211,686 | −242,305 | 108.8 | 7% |
| 2019 | 6,858,136 | 5,772,496 | 1,085,640 | 137.1 | 8% |
| 2020 | 11,114,759 | 4,199,751 | 6,915,008 | 217.8 | 13% |
| 2021 | 9,809,715 | 6,636,106 | 3,173,609 | 150.2 | 8% |
| 2022 | 14,883,686 | 5,716,195 | 9,167,491 | 162.5 | 11% |
| 2023 | 9,729,076 | 8,864,458 | 864,618 | 117.5 | 7% |
In its most recent public year (2023), this organization brought in $864,618 more than it spent. Its reserves stood at about 117.5 months of spending, up from 114.6 in 2011. Staff pay was 7% of spending. $83,376,857 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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