Civic Intelligence

Robert and Meili Hefner Foundation

990PF • Fiscal year 2019 • EIN 45-2474675

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-762%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

685%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$457,698

Down $53,089 (-10%) from 2018

Net Assets

Down

$457,698

Down $52,498 (-10%) from 2018

Liabilities

Down

$0

Down $591 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$6,894

Up $6,016 (+685%) from 2018

Expenses

Up

$59,392

Up $27,253 (+85%) from 2018

Net Income

Down

-$52,498

Down $21,237 (-68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$457,698
Liabilities$0
Net Assets$457,698
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

2019

Revenue$6,894
Expenses$59,392
Net Income-$52,498
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
Wade Kovash
Title
Director
Phone
4058480255
Signed
2020-07-08
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 Appendix309 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert A Hefner III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James C Brewer III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MeiLi Hefner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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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
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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/Expenses1Amt055361
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/DisbursementsCharitablePrpsAmt01998
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01998
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Hefner Initiative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Business Meeting Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055361
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1146
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055361
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2280
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WADE KOVASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058480255
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
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/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/ReturnTs02020-07-08T16:37:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,698
Liabilities
$0
Net assets
$457,698
Revenue
$6,894
Expenses
$59,392
Net income
-$52,498
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