Nonprofit screen
Screen a listUpper Town Heritage Foundation Inc
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)(1)
$44krevenue
FY2025 · +8% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−56.0%
Months of reserve0.5mo
Revenue growth (annualized)+10.0%
Middle half of peersMedianUpper Town Heritage
Where the money goes FY2025 · $69k spent
Programs$69k100%Management and general$1120%990 FY2025 · Part IX line 25
Worth checking2
A funder worth 28% of revenue stopped after FY2022
Honorable Order of Kentucky Colonels Inc gave $11k in FY2022, 28% of revenue that year.
Funders’ 990-PF grant listsDeficits in 3 of the last 3 years
−$30k in FY2023, −$14k in FY2024 and −$25k in FY2025. Cash covers 0.5 months, under the peer median of 12.3.
990 Part I and balance sheetIn its favor1
Growing faster than peers
Revenue up 10% a year since FY2018, in the top quarter of similar nonprofits.
990 Part I · peer cohort3funders
$6ka year, last 3 years
60%from its largest funder
Funder’19’20’21’22’23Carson-Myre Charitable FoundationOn and off$5k$7k$8kHonorable Order of Kentucky Colonels IncOn and off$11kDonor-advised giftsDonors not disclosed$6k
FundedThrough a donor-advised fund