Heritage Fund - The Community Foundation
Heritage Fund - The Community Foundation's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $214,204 for Tracy Souza, President & Ceo (FY 2024). Column F can include amounts from the filing and related organizations.
After indexing supported filing years to 2025 comparison dollars, the subject figure is $219,840. It is higher than the D + F figure for 15 of 17 peer organizations selected under the disclosed tier Same NTEE sector (T31) + IN + size band 0.77–1.3× revenue (approximately 88%; median $151,718). This is descriptive, not a reasonableness conclusion.
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Review the selected comparables for Heritage Fund - The Community Foundation, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.
Review the peer setSelected peer organizations
Actual selection tier: Same NTEE sector (T31) + IN + size band 0.77–1.3× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.
| Organization | State | Revenue | D + F (2025 dollars) |
|---|---|---|---|
| Washington County Community | IN | $10,111,369 | $139,132 |
| Community Foundation Of Southern | IN | $10,518,355 | $238,350 |
| Harrison County Community | IN | $10,576,959 | $181,370 |
| The Community Foundation Of Muncie | IN | $9,292,496 | $129,377 |
| Northern Indiana Community | IN | $9,253,567 | $158,501 |
| Community Foundation Of Howard County | IN | $10,777,861 | $144,450 |
| Cass County Community Foundation Inc | IN | $10,785,765 | $171,832 |
| Kosciusko County Community | IN | $11,066,451 | $174,730 |
View the organization record and available filings on ProPublica