Civic Intelligence

Robert and Meili Hefner Foundation

990PF • Fiscal year 2018 • EIN 45-2474675

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
6305 Waterford Blvd No 470Oklahoma City, OK 73118

(405) 848-0255

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.67x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-3560%

Higher net margin than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

18th percentile

-8.4%

Faster asset growth than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$510,787

Down $153,065 (-23%) from 2015

Net Assets

$510,196

No earlier filing loaded for comparison.

Liabilities

Up

$591

Up $591 from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin1st percentile

Revenue

Up

$878

Up $878 from 2015

Expenses

Down

$32,139

Down $22,638 (-41%) from 2015

Net Income

Up

-$31,261

Up $23,516 (+43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,001,206Liabilities 2011: $1,000,0002011Assets 2012: $938,000Liabilities 2012: $02012Assets 2013: $889,243Liabilities 2013: $02013Assets 2014: $718,629Liabilities 2014: $02014Assets 2015: $663,852Liabilities 2015: $02015Assets 2018: $510,787Liabilities 2018: $591Net Assets 2018: $510,1962018Assets 2019: $457,698Liabilities 2019: $0Net Assets 2019: $457,6982019Assets 2020: $3,929,992Liabilities 2020: $0Net Assets 2020: $3,929,9922020Assets 2021: $5,116,236Liabilities 2021: $915,850Net Assets 2021: $4,200,3862021Assets 2022: $4,973,352Liabilities 2022: $927,931Net Assets 2022: $4,045,4212022Assets 2023: $4,512,399Liabilities 2023: $701,827Net Assets 2023: $3,810,5722023Assets 2024: $5,646,351Liabilities 2024: $448,566Net Assets 2024: $5,197,7852024

Highlighted filing

2018

Assets$510,787
Liabilities$591
Net Assets$510,196
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,022,000Expenses 2011: $20,794Net Income 2011: $1,001,2062011Revenue 2012: $0Expenses 2012: $63,206Net Income 2012: -$63,2062012Revenue 2013: $0Expenses 2013: $48,757Net Income 2013: -$48,7572013Revenue 2014: $0Expenses 2014: $170,614Net Income 2014: -$170,6142014Revenue 2015: $0Expenses 2015: $54,777Net Income 2015: -$54,7772015Revenue 2018: $878Expenses 2018: $32,139Net Income 2018: -$31,2612018Revenue 2019: $6,894Expenses 2019: $59,392Net Income 2019: -$52,4982019Revenue 2020: $3,503,160Expenses 2020: $30,866Net Income 2020: $3,472,2942020Revenue 2021: $1,209,088Expenses 2021: $22,844Net Income 2021: $1,186,2442021Revenue 2022: $602,983Expenses 2022: $757,948Net Income 2022: -$154,9652022Revenue 2023: $138,917Expenses 2023: $373,766Net Income 2023: -$234,8492023Revenue 2024: $1,529,884Expenses 2024: $142,671Net Income 2024: $1,387,2132024

Highlighted filing

2018

Revenue$878
Expenses$32,139
Net Income-$31,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert A Hefner IIIDirector-$0--
James C Brewer IIIDirector-$0--
MeiLi HefnerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Meili Hefner Foundation
EIN
45-2474675
Phone
4058480255
Address
6305 Waterford Blvd No 470, Oklahoma City, OK 73118

Signing Officer

Name
Jim Brewer
Title
Director
Phone
4058480255
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Barbara A Ley A Professional Corp
Address
6305 Waterford Blvd Ste 450, Oklahoma City, OK 73118
Preparer
Jessica A Ross
Phone
4058480255
Raw XML Appendix314 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01427
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Expense
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01427
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0878
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0878
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31261
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030202
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032139
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0510196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0541457
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0510196
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0591
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0541457
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0541457
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0510196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0541457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0591
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0541457
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0510787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0541457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0510196
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0523941
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0523941
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07859
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025804
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0516082
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0523941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert A Hefner III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James C Brewer III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MeiLi Hefner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06305 Waterford Blvd Ste 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16305 Waterford Blvd Ste 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26305 Waterford Blvd Ste 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Oklahoma City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Oklahoma City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Oklahoma City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd173118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd273118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt032139
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0209336
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt054153
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt068267
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt054777
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt032139
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0209336
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt054153
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt068267
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt054777
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt0510787
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt02311702
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0541457
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0595606
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0663852
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0510787
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt02311702
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0541457
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0595606
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0663852
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt060400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt060409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt054151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt068267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt054777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0170614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt048757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.117036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.112488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.120506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.081478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.216674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0516082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0481393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0566501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0672296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0787424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0902326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.585181
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032139
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032139
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032139
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jim Brewer
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06305 Waterford Blvd Ste 470
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Oklahoma City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04058489833
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OPERATION OF THE HEFNER INITIATIVE IN CONNECTION WITH THE OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS (OSSM) TO PROVIDE A CULTURAL EXCHANGE PROGRAM FOR OSSM STUDENTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt029350
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Robert A Hefner III
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Expense
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0510
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0510
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Hefner Initiative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Business Meeting Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage/Shipping
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt029350
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1495
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt217
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt440
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt440
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BREWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058480255
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert and Meili Hefner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0452474675
ReturnHeader/Filer/PhoneNum04058480255
ReturnHeader/Filer/USAddress/AddressLine1Txt06305 Waterford Blvd No 470
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0945F3E4E3C8C235B9900D762614C1B2B78014432
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059CB456A1F93CF2D8E9D19871BC3C08D0DAE89CC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.98.80
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:19:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731335926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara A Ley A Professional Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06305 Waterford Blvd Ste 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04058480255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica A Ross
ReturnHeader/ReturnTs02019-11-11T10:23:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,787
Liabilities
$591
Net assets
$510,196
Revenue
$878
Expenses
$32,139
Net income
-$31,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.45$5.20$1.53$0.14$1.39
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.70$3.81$0.14$0.37$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.97$0.93$4.05$0.60$0.76$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.12$0.92$4.20$1.21$0.02$1.19
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$3.50$0.03$3.47
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.00$0.05$0.05
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.00$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.00$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.00$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$2.00$1.00$1.02$0.02$1.00