Erik R Heldt Memorial Fund is a 501(c)(3) organization based in Hermann, Missouri, registered in 2006, with $16,159 in FY2015 revenue. CharityIndex grades it C.
Revenue (FY2015)
$16K
▲ 38.5% vs prior year
Education median: $200K
Expenses (FY2015)
$16K
Net assets
$73K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Erik R Heldt Memorial Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Erik R Heldt Memorial Fund: 53 mo reserves · -1% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Erik R Heldt Memorial Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Erik R Heldt Memorial Fund: 0 of 5 disclosure signals earns a F on this criterion. See the exact thresholds →
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Revenue declined from $17K (FY2012) to $16K (FY2015) across 4 reported years.
Financial snapshot
Operating margin
-1.4%
Spent more than it raised in the latest fiscal year.
Total assets
$73K
Total liabilities
$0
Net assets
$73K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2015 | $16,159▲38.5% | $16,378 | $72,538▼0.3% | $72,538▼0.3% | 990EZ |
| 2014 | $11,664▼34.7% | $16,383▼1.4% | $72,757▼6.1% | $72,757▼6.1% | 990EZ |
| 2013 | $17,857▲3.3% | $16,619▲1.9% | $77,476▲1.6% | $77,476▲1.6% | 990EZ |
| 2012 | $17,281 | $16,310 | $76,238 | $76,238 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Erik R Heldt Memorial Fund (EIN 43-2084717) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.