Fred J & Ruth Heflin Cofer Foundation Tr
Only null% goes to programs Strong reserves Declining revenue
Fred J & Ruth Heflin Cofer Foundation Tr is a 501(c)(3) organization based in Cartersville, Georgia, registered in 2009, with $71,493 in FY2024 revenue. CharityIndex grades it F.
148 W Main St Ste 201, Cartersville, GA, 30120 EIN 26-6727396 Since 2009
Revenue (FY2024)
$71K
▲ 16.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$180K
Net assets
$1.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Fred J & Ruth Heflin Cofer Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating90 mo reserves · -151% margin
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 Fred J & Ruth Heflin Cofer Foundation Tr: 90 mo reserves · -151% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Fred J & Ruth Heflin Cofer Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Fred J & Ruth Heflin Cofer Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 148 W Main St Ste 201, Cartersville, GA, 30120
- City
- Cartersville
- State
- Georgia
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $92K (FY2015) to $71K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $3,160Net assets $1.3M
Operating margin
-151.4%
Spent more than it raised in the latest fiscal year.
Total assets
$1.3M
Total liabilities
$3,160
Net assets
$1.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $71,493▲16.0% | $179,703▼4.7% | $1,344,282▼7.4% | $1,347,442▼7.5% | 990PF |
| 2023 | $61,645▲17.3% | $188,660▲6.2% | $1,452,492▼10.8% | $1,456,003▼10.6% | 990PF |
| 2022 | $52,560▼68.3% | $177,606▲2.0% | $1,628,509▼5.9% | $1,629,051▼6.0% | 990PF |
| 2021 | $165,575▲243% | $174,179▼1.4% | $1,729,858▲2.3% | $1,733,091▲2.4% | 990PF |
| 2020 | -$115,480▼197% | $176,666▼9.8% | $1,690,336▼14.7% | $1,692,775▼14.7% | 990PF |
| 2019 | $119,008▼48.1% | $195,806▼10.3% | $1,982,482▼3.7% | $1,984,921▼3.8% | 990PF |
| 2018 | $229,182▲94.3% | $218,351▼5.5% | $2,059,280▲0.5% | $2,063,547▲0.6% | 990PF |
| 2017 | $117,978▲26.0% | $231,100▲44.2% | $2,048,449▼5.3% | $2,052,158▼5.2% | 990PF |
| 2016 | $93,616▲2.3% | $160,211▼8.6% | $2,162,123▲4.4% | $2,165,366▲4.4% | 990PF |
| 2015 | $91,553 | $175,363 | $2,071,607 | $2,074,515 | 990PF |
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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Frequently asked questions
- Is Fred J & Ruth Heflin Cofer Foundation Tr a legitimate nonprofit?
- Yes. Fred J & Ruth Heflin Cofer Foundation Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 26-6727396, based in Cartersville, Georgia. Donations are tax-deductible.
- What is Fred J & Ruth Heflin Cofer Foundation Tr's EIN?
- Fred J & Ruth Heflin Cofer Foundation Tr's Employer Identification Number (EIN) is 26-6727396.
- How much revenue does Fred J & Ruth Heflin Cofer Foundation Tr report?
- Fred J & Ruth Heflin Cofer Foundation Tr reported $71,493 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Fred J & Ruth Heflin Cofer Foundation Tr have?
- CharityIndex grades Fred J & Ruth Heflin Cofer Foundation Tr F, based on financial health (reserves and operating margin).
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Data for Fred J & Ruth Heflin Cofer Foundation Tr (EIN 26-6727396) 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.