Heineman-robicsek Foundation Inc is a 501(c)(3) organization based in Charlotte, North Carolina, registered in 1960, with $2,607,106 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$2.6M
▼ 55.7% vs prior year
Expenses (FY2024)
$2.4M
Net assets
$12.6M
Employees
—
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 Heineman-robicsek Foundation Inc— 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 Heineman-robicsek Foundation Inc: 64 mo reserves · +9% margin earns a B+ 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 Heineman-robicsek Foundation Inc— 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 Heineman-robicsek Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $1.3M (FY2013) to $2.6M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
9.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$12.8M
Total liabilities
$210K
Net assets
$12.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,607,106▼55.7% | $2,371,066▲30.2% | $12,563,236▲11.9% | $12,773,162▲12.8% | 990 |
| 2023 | $5,890,991▲260% | $1,821,575▲39.8% | $11,227,040▲81.5% | $11,321,797▲80.4% | 990 |
| 2022 | $1,635,571▼67.7% | $1,303,137▼72.9% | $6,187,260▼17.5% | $6,277,536▼18.4% | 990 |
| 2021 | $5,065,349▲157% | $4,803,093▲149% | $7,503,597▲7.6% | $7,695,245▲9.1% | 990 |
| 2020 | $1,968,264▲47.3% | $1,927,291▲43.4% | $6,976,756▲10.9% | $7,055,993▲9.0% | 990 |
| 2019 | $1,335,821▼35.7% | $1,343,981▼1.7% | $6,292,539▲12.0% | $6,470,955▲7.8% | 990 |
| 2018 | $2,078,696▲37.1% | $1,367,451▼10.9% | $5,615,902▲6.4% | $6,002,938▲11.4% | 990 |
| 2017 | $1,516,383▲11.6% | $1,535,289▼6.9% | $5,280,484▲8.4% | $5,389,055▲8.2% | 990 |
| 2016 | $1,358,567▼19.1% | $1,649,772▼11.7% | $4,869,187▼7.2% | $4,982,113▼5.8% | 990 |
| 2014 | $1,679,474▲26.4% | $1,868,756▲35.0% | $5,245,868▼4.9% | $5,290,576▼4.3% | 990 |
| 2013 | $1,328,565 | $1,383,931▼24.8% | $5,516,639▲4.2% | $5,529,115▲4.3% | 990 |
| 2012 | — | $1,840,256▲123% | $5,295,018▼1.5% | $5,299,698▼1.5% | 990 |
| 2011 | — | $824,898▼38.3% | $5,374,353▼6.7% | $5,378,511▼6.7% | 990 |
| 2010 | — | $1,337,464 | $5,758,406 | $5,761,871 | 990 |
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.
28 grants to Heineman-robicsek Foundation Inc totaling $1.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Atrium Health Foundation | Support for medical outreach programs | 2024 | $168,000 |
| Foundation For the Carolinas | Charitable gift | 2024 | $77,500 |
| T Rowe Price Program For Charitable Giving Inc | Multiple | 2024 | $50,000 |
| Foundation For the Carolinas | Charitable gift | 2023 | $115,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $12,500 |
| National Philanthropic Tr | Public, societal benefit | 2023 | $10,000 |
| Atrium Health Foundation | Support for international medical programs | 2022 | $68,700 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $21,500 |
| Foundation For the Carolinas | Charitable gift | 2022 | $20,100 |
| National Philanthropic Tr | Health | 2022 | $10,000 |
| Atrium Health Foundation | Support for international medical programs | 2021 | $61,500 |
| Foundation For the Carolinas | Charitable gift | 2021 | $40,600 |
| National Philanthropic Tr | Health | 2021 | $10,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $6,000 |
| Atrium Health Foundation | Support for international medical programs | 2020 | $64,600 |
Explore more
Data for Heineman-robicsek Foundation Inc (EIN 56-6023076) 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.