Civic Intelligence

Heritage Trail Conservancy Inc

EIN 45-3435893 • 501(c)3 • Madison, IN

Profile

To foster an appreciation of nature, of our past and each other, leading to greater quality of life within our community. Key functions include: conservation of nature and local history education about nature and local history recreation and activities

PO Box 362Madison, IN 47250

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$10,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$280,211

Up $68,377 (+32%) from 2023

Liabilities

Down

$0

Down $28 (-100%) from 2023

Net Assets

Up

$280,211

Up $68,405 (+32%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Up

$151,916

Up $76,681 (+102%) from 2023

Expenses

Up

$83,511

Up $16,211 (+24%) from 2023

Net Income

Up

$68,405

Up $60,470 (+762%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $30,036Net Assets 2019: $30,0362019Assets 2020: $231,831Liabilities 2020: $0Net Assets 2020: $231,8312020Assets 2021: $208,446Liabilities 2021: $1,314Net Assets 2021: $207,1322021Assets 2022: $209,439Liabilities 2022: $5,568Net Assets 2022: $203,8712022Assets 2023: $211,834Liabilities 2023: $28Net Assets 2023: $211,8062023Assets 2024: $280,211Liabilities 2024: $0Net Assets 2024: $280,2112024

Highlighted filing

2024

Assets$280,211
Liabilities$0
Net Assets$280,211
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $85,660Expenses 2019: $101,905Net Income 2019: -$16,2452019Revenue 2020: $284,845Expenses 2020: $61,009Net Income 2020: $223,8362020Revenue 2021: $63,846Expenses 2021: $86,418Net Income 2021: -$22,5722021Revenue 2022: $69,638Expenses 2022: $72,899Net Income 2022: -$3,2612022Revenue 2023: $75,235Expenses 2023: $67,300Net Income 2023: $7,9352023Revenue 2024: $151,916Expenses 2024: $83,511Net Income 2024: $68,4052024

Highlighted filing

2024

Revenue$151,916
Expenses$83,511
Net Income$68,405
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,211
Liabilities
$0
Net assets
$280,211
Revenue
$151,916
Expenses
$83,511
Net income
$68,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.52$0.84$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.75$0.67$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.06$2.04$0.70$0.73$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.01$2.07$0.64$0.86$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$2.85$0.61$2.24
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.86$1.02$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$151,916
Mission and Program Overview

Mission

Building and maintaining the heritage tr

Program Services

DescriptionGrantsExpenses
THE HERITAGE TRAIL CONSERVANCY IS DEDICATED TO PRESERVATION AND MANAGEMENT OF THE NATURAL, SCENIC, HISTORICAL, AND CULTURAL RESOURCES ASSOCIATED WITH THE HERITAGE TRAIL GREENWAY.-$63,638
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT GREENEExecutive DirectorFT$10,000-$10,000
CATHY HALEPresident-$0--
BEN CANIDAVice President-$0--
JAMES OLSONSecretary Treasurer-$0--
TONY HAMMOCKDirector-$0--
GREG DEATONDirector-$0--
MEGAN HENDRIXDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Trail Conservancy Inc
EIN
45-3435893
In Care Of
% JAMES OLSON
Address
PO BOX 362, MADISON, IN 47250

Signing Officer

Name
James Olson
Title
Treasurer
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Scott and Callicotte LLC
Address
511 W State Street, Madison, IN 47250
Preparer
John Callicotte
Phone
8122735747
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountADD BACK OLD OUTSTANDING CHECK 2,065”

Description of other expenses Part I line 16

“Description AmountWORK CREW EXPENSE 504VEHICLE EXPENSE 7,636INSURANCE 3,770REPAIRS & MAINTENANCE 26,608TELEPHONE 905WEBSITE 264TRAIL EXPENSE 23,501OFFICE EXPENSE 1,168OTHER EXPENSES 428”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL TAX LIABILITIES 28 0”

Raw XML Appendix176 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt064784
IRS990EZ/OtherRevenueTotalAmt02065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0BUILDING AND MAINTAINING THE HERITAGE TR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063638
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt016153
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IRS990EZ/TotalExpensesAmt083511
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IRS990EZ/TotalRevenueAmt0151916
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HERITAGETRAILCONSERVANCY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069334
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
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ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0453435893
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 362
ReturnHeader/Filer/USAddress/CityNm0MADISON
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ReturnHeader/Filer/USAddress/ZIPCd047250
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ReturnHeader/ReturnTs02025-11-12T11:40:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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