The Heritage Trust For Preservation & Restor of Historic Burlington Ia
Only null% goes to programs Strong reserves Declining revenue
The Heritage Trust For Preservation & Restor of Historic Burlington Ia is a 501(c)(3) organization based in Burlington, Iowa, registered in 1993, with $96,048 in FY2025 revenue. CharityIndex grades it B.
1700 River St, Burlington, IA, 52601 EIN 42-1399699 Since 1993
Revenue (FY2025)
$96K
▼ 0.5% vs prior year
Community median: $184K
Expenses (FY2025)
$84K
Net assets
$841K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—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 The Heritage Trust For Preservation & Restor of Historic Burlington Ia— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating120 mo reserves · +12% 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 The Heritage Trust For Preservation & Restor of Historic Burlington Ia: 120 mo reserves · +12% margin earns a B+ 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 The Heritage Trust For Preservation & Restor of Historic Burlington Ia— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 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 The Heritage Trust For Preservation & Restor of Historic Burlington Ia: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1700 River St, Burlington, IA, 52601
- City
- Burlington
- State
- Iowa
- Subcategory
- Community & Neighborhood Development
- Website
- …
Financial trends
Revenue declined from $119K (FY2021) to $96K (FY2025) across 5 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $86KNet assets $841K
Operating margin
12.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$926K
Total liabilities
$86K
Net assets
$841K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $96,048▼0.5% | $84,316▼1.8% | $840,698▲7.3% | $926,427▲3.5% | 990 |
| 2024 | $96,532▲6.2% | $85,896▲64.8% | $783,648▲16.6% | $894,941▲33.2% | 990 |
| 2023 | $90,904▼34.6% | $52,110▲252% | $671,850▲27.7% | $671,850▲27.7% | 990 |
| 2022 | $138,921▲17.2% | $14,823▼58.4% | $526,074▲7.3% | $526,074▲7.3% | 990 |
| 2021 | $118,518 | $35,628 | $490,379 | $490,379 | 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.
Grants received · $10K total
1 grant to The Heritage Trust For Preservation & Restor of Historic Burlington Ia totaling $10K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| National Philanthropic Tr | Public, societal benefit | 2021 | $10,000 |
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Frequently asked questions
- Is The Heritage Trust For Preservation & Restor of Historic Burlington Ia a legitimate nonprofit?
- Yes. The Heritage Trust For Preservation & Restor of Historic Burlington Ia is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-1399699, based in Burlington, Iowa. Donations are tax-deductible.
- What is The Heritage Trust For Preservation & Restor of Historic Burlington Ia's EIN?
- The Heritage Trust For Preservation & Restor of Historic Burlington Ia's Employer Identification Number (EIN) is 42-1399699.
- How much revenue does The Heritage Trust For Preservation & Restor of Historic Burlington Ia report?
- The Heritage Trust For Preservation & Restor of Historic Burlington Ia reported $96,048 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does The Heritage Trust For Preservation & Restor of Historic Burlington Ia have?
- CharityIndex grades The Heritage Trust For Preservation & Restor of Historic Burlington Ia B, based on financial health (reserves and operating margin).
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Data for The Heritage Trust For Preservation & Restor of Historic Burlington Ia (EIN 42-1399699) 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.