Community Improvement
(S31)
990 on File
HERITAGE OHIO INC
Financial strength (30%)
96/100
Reliability (20%)
55/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$915K
Total Revenue
$774K
Total Expenses
$686K
Net Assets
5
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.2%
Fundraising Efficiency
N/A
Operating Reserve
10.64x
Liability-to-Asset
13.2%
Revenue Diversification
58.7%
Executive Compensation
$96K
Compared with Peers
FY 2024
Compared with 4,285 similar organizations
(United States, Community Improvement, $100K–$1M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
82.2% | 83.7% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
17.2% | 13.2% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.6% | 0.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
10.6 mo | 11.3 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
13.2% | 3.1% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
58.7% | 92.2% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
62.1% | 7.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
24.8% | 9.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
15.4% | 2.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $915K | $774K | $686K | 82.2% | 5 |
| 2023 | $564K | $620K | $545K | 69.8% | 5 |
| 2022 | $623K | $596K | $600K | 74.5% | 5 |
| 2021 | $577K | $462K | N/A | — | 4 |
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