Nonprofit screen
Screen a listHeritage Foundation of Williamson County
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$7.2Mrevenue
FY2024 · +42% in 3 yrs74staff
7 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−16.6%
Months of reserve2.4mo
Revenue growth (annualized)+10.8%
Middle half of peersMedianHeritage Foundation of Williamson County
Where the money goes FY2024 · $8.4M spent
Programs$5.3M63%Management and general$1.4M17%Fundraising$1.7M20%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
21 of 21 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 11% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort31funders
$147ka year, last 3 years
15%from its largest funder
Funder’17’18’19’20’21’22’23Vanderbilt University Medical CenterOn and off$13k$13k$19k$20k$50k$10kDorothy Cate and Thomas F Frist FoundationEvery year since FY2017$9k$13k$25k$11k$28k$9k$2kTractor Supply Company FoundationSince FY2022$10k$40kWilliam H Frist Family FoundationOn and off$50kHenry Laird Smith FoundationSince FY2020$10k$10k$15k$12kJames Deering Danielson FoundationSince FY2020$5k$5k$10k$10kDonor-advised giftsDonors not disclosed$10k$20k$153$6k$90k$82k13 other fundersUp to $25k a year each$1k$20k$12k$12k$2k$13k$39k
FundedThrough a donor-advised fund