Civic Intelligence

Heritage Charitable Research Trust

EIN 20-6499568 • Fulton, MS

5196 Hwy 178 EastFulton, MS 38843
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

35th percentile

-7.3%

Higher net margin than 35% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-7.0%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

422%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$90,392

Down $3 (-0.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin35th percentile

Revenue

Up

$16,526

Up $7,347 (+80%) from 2022

Expenses

Up

$16,521

Up $6,522 (+65%) from 2022

Net Income

Up

$5

Up $825 (+101%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2011: $126,609Liabilities 2011: $0Net Assets 2011: $126,6092011Assets 2012: $129,800Liabilities 2012: $0Net Assets 2012: $129,8002012Assets 2013: $124,283Liabilities 2013: $12013Assets 2014: $130,844Liabilities 2014: $0Net Assets 2014: $130,8442014Assets 2015: $125,015Liabilities 2015: $0Net Assets 2015: $125,0152015Assets 2016: $131,454Liabilities 2016: $0Net Assets 2016: $131,4542016Assets 2017: $120,921Liabilities 2017: $0Net Assets 2017: $120,9212017Assets 2018: $111,117Liabilities 2018: $0Net Assets 2018: $111,1172018Assets 2019: $97,818Liabilities 2019: $0Net Assets 2019: $97,8182019Assets 2020: $94,169Liabilities 2020: $0Net Assets 2020: $94,1692020Assets 2021: $91,215Liabilities 2021: $0Net Assets 2021: $91,2152021Assets 2022: $90,395Liabilities 2022: $0Net Assets 2022: $90,3952022Assets 2023: $90,392Liabilities 2023: $12023

Highlighted filing

2023

Assets$90,392
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $14,8632011Expenses 2012: $18,4212012Revenue 2013: $14,500Expenses 2013: $20,017Net Income 2013: -$5,5172013Revenue 2014: $20,114Expenses 2014: $13,553Net Income 2014: $6,5612014Revenue 2015: $6,000Expenses 2015: $11,829Net Income 2015: -$5,8292015Revenue 2016: $23,496Expenses 2016: $17,057Net Income 2016: $6,4392016Revenue 2017: $7,055Expenses 2017: $17,588Net Income 2017: -$10,5332017Revenue 2018: $5,036Expenses 2018: $14,840Net Income 2018: -$9,8042018Revenue 2019: $1,663Expenses 2019: $14,967Net Income 2019: -$13,3042019Revenue 2020: $7,149Expenses 2020: $10,798Net Income 2020: -$3,6492020Revenue 2021: $7,739Expenses 2021: $10,693Net Income 2021: -$2,9542021Revenue 2022: $9,179Expenses 2022: $9,999Net Income 2022: -$8202022Revenue 2023: $16,526Expenses 2023: $16,521Net Income 2023: $52023

Highlighted filing

2023

Revenue$16,526
Expenses$16,521
Net Income$5
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$90,392
Liabilities
$1
Net assets
-
Revenue
$16,526
Expenses
$16,521
Net income
$5
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.90$0.00$0.17$0.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.02$0.15$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.05$0.15$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.18$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.23$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.20$0.14$0.07
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$0.15$0.20$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.15
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNDELL FIKESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Charitable Research Trust
EIN
20-6499568
Phone
6628629514
Address
5196 HWY 178 EAST, FULTON, MS 38843

Signing Officer

Name
Lyndell Fikes
Title
Treasurer
Phone
6628629514
Signed
2022-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Franks Franks Wilemon & Hagood Pa
Address
PO BOX 355, FULTON, MS 38843
Preparer
Gary M Franks
Phone
6628624967
Raw XML Appendix296 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.

Path#Value
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04542
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04542
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt048692
LandEtcSchedule2/LandEtcGrp/BookValueAmt042378
LandEtcSchedule2/LandEtcGrp/BookValueAmt147610
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt091070
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt147610
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES AND MISCELLANEOUS EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21406
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3618
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07739
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROGRAM SERVICE REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07739
TaxesSchedule/TaxesDetail/Amt078
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNDELL FIKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06628629514
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE CHARITABLE RESEARCH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0206499568
ReturnHeader/Filer/PhoneNum06628629514
ReturnHeader/Filer/USAddress/AddressLine1Txt05196 HWY 178 EAST
ReturnHeader/Filer/USAddress/CityNm0FULTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038843
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640736635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANKS FRANKS WILEMON & HAGOOD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 355
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FULTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038843
ReturnHeader/PreparerPersonGrp/PhoneNum06628624967
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY M FRANKS
ReturnHeader/ReturnTs02022-06-10T08:29:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VIRGINIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FIKES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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