Civic Intelligence

Hba Charitable Foundation

990 • Fiscal year 2018 • EIN 45-5302161

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 21, 2019

11545 E 43rd StreetTulsa, OK 74146

(918) 663-5820

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$145,448

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 79.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$319,515

Up $116,300 (+57%) from 2017

Net Assets

Up

$256,546

Up $54,342 (+27%) from 2017

Liabilities

Up

$62,969

Up $61,958 (+6128%) from 2017

Revenue

Up

$183,610

Up $17,004 (+10%) from 2017

Expenses

Up

$129,268

Up $30,201 (+30%) from 2017

Net Income

Down

$54,342

Down $13,197 (-20%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2014: $66,334Liabilities 2014: $0Net Assets 2014: $66,3342014Assets 2015: $116,849Liabilities 2015: $0Net Assets 2015: $116,8492015Assets 2016: $161,615Liabilities 2016: $26,950Net Assets 2016: $134,6652016Assets 2017: $203,215Liabilities 2017: $1,011Net Assets 2017: $202,2042017Assets 2018: $319,515Liabilities 2018: $62,969Net Assets 2018: $256,5462018Assets 2019: $415,356Liabilities 2019: $51,504Net Assets 2019: $363,8522019Assets 2020: $821,431Liabilities 2020: $33,250Net Assets 2020: $788,1812020Assets 2021: $664,997Liabilities 2021: $0Net Assets 2021: $664,9972021Assets 2022: $492,389Liabilities 2022: $0Net Assets 2022: $492,3892022Assets 2023: $359,879Liabilities 2023: $0Net Assets 2023: $359,8792023Assets 2024: $326,631Liabilities 2024: $0Net Assets 2024: $326,6312024

Highlighted filing

2018

Assets$319,515
Liabilities$62,969
Net Assets$256,546

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $71,836Expenses 2014: $14,776Net Income 2014: $57,0602014Revenue 2015: $84,234Expenses 2015: $33,719Net Income 2015: $50,5152015Revenue 2016: $171,412Expenses 2016: $153,596Net Income 2016: $17,8162016Revenue 2017: $166,606Expenses 2017: $99,067Net Income 2017: $67,5392017Revenue 2018: $183,610Expenses 2018: $129,268Net Income 2018: $54,3422018Revenue 2019: $272,925Expenses 2019: $165,619Net Income 2019: $107,3062019Revenue 2020: $557,910Expenses 2020: $133,581Net Income 2020: $424,3292020Revenue 2021: $72,629Expenses 2021: $195,813Net Income 2021: -$123,1842021Revenue 2022: $140,322Expenses 2022: $285,090Net Income 2022: -$144,7682022Revenue 2023: $107,625Expenses 2023: $240,136Net Income 2023: -$132,5112023Revenue 2024: $230,220Expenses 2024: $244,593Net Income 2024: -$14,3732024

Highlighted filing

2018

Revenue$183,610
Expenses$129,268
Net Income$54,342
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 21, 2019
Return Version
2018v3.1
Gross Receipts
$287,167
Mission and Program Overview

Mission

To support local charities and other efforts in furtherance of housing and shelter related issues. Additionally, the foundation promotes and supports scholarships and other education efforts related to the construction industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$202,204$256,546▲ $54,342
Cash and Non-Interest-Bearing Accounts$137,253$254,955▲ $117,702
Accounts Receivable$9,404$60,560▲ $51,156
Prepaid Expenses and Deferred Charges$4,000$4,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$203,215$319,515▲ $116,300
Other Assets Total$52,558$0▼ $52,558
Liabilities
Deferred Revenue$250$56,200▲ $55,950
Accounts Payable and Accrued Expenses$761$6,769▲ $6,008
Total Liabilities$1,011$62,969▲ $61,958
Net Assets / Fund Balance
Total Net Assets Fund Balance$202,204$256,546▲ $54,342
Total Liabilities and Net Assets / Fund Balance$203,215$319,515▲ $116,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jeffrey SmithSecretaryPT$145,448$145,448

Board Members and Trustees

NameTitle
Eric DaffernPresident
Lucia CarballoVice President
Janet HoltDirector
Ken KleinDirector
Mike FournierDirector
Peter GrantDirector
Robert HughesDirector
Roy PetersDirector
Sheryl ChinowthDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$101,351
Program Service Revenue
$0
Investment Income
$-23,693
Other Revenue
$105,952
All Other Contributions
$73,711
Change in Net Assets
$54,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,561
Grants and Similar Amounts Paid$44,374
Salaries, Compensation, and Employee Benefits$17,333
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,374--$44,374
Other Salaries and Wages-$17,333-$17,333
Insurance-$1,796-$1,796
Fees for Services Other-$1,750-$1,750
Travel-$1,581-$1,581
Advertising-$1,500-$1,500
Conferences and Meetings-$1,226-$1,226
Fees for Services Accounting-$1,104-$1,104
Other Expenses$831$310-$310
All Other Expenses-$197-$197
Total Functional Expenses$98,408$30,860$0$129,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Revitalize T-townTulsa, OK501(c)(3)General Operations$26,857
Community Food Bank of Eastern OklahomaTulsa, OK501(c)(3)Provide Food for Those in Need$7,712
Osu FoundationStillwater, OK501(c)(3)Scholarships$3,805
Tulsa Habitat for HumanityTulsa, OK501(c)(3)Provide Homes for Those in Need$3,000
Tulsa Regional Stem Alliance IncTulsa, OK501(c)(3)General Operations$3,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$155,775
Fundraising Direct Expenses$49,864
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Evening of Giving$98,786$83,946$10,151$73,795
Appetite for Construction$84,629$71,829$18,564$53,265
Total Events$183,415$155,775$49,864$105,911
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form is distributed to all board members at the board meeting immediately following the completion of this document and prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

All governing documents are easily accessible by request in our office.

Filing and Contact Details

Filer

Filer Name
Hba Charitable Foundation
EIN
45-5302161
Phone
9186635820
Address
11545 E 43RD STREET, TULSA, OK 74146

Signing Officer

Name
Jeffrey Smith
Title
Secretary
Phone
9186635820
Signed
2019-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Smith
Formed
2012
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
W Lyndel Lackey
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Build my future industry fair for workforce development.

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0171323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt084047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt071819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0836967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt041
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0262
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0386
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90160
IRS990ScheduleA/PublicSupportPY170Pct00.84560
IRS990ScheduleA/PublicSupportTotal170Amt0755176
IRS990ScheduleA/SubstantialContributorsTotAmt081791
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0257126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0252652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0171323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt084047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071819
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0836967
IRS990ScheduleA/TotalSupportAmt0837562
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027640
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014840
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049864
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt05400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt09400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EVENING OF GIVING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0APPETITE FOR CONSTRUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011749
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098786
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt084629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0183415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt071829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0155775
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0105911
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010151
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018564
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt07712
IRS990ScheduleI/RecipientTable/CashGrantAmt13805
IRS990ScheduleI/RecipientTable/CashGrantAmt23000
IRS990ScheduleI/RecipientTable/CashGrantAmt33000
IRS990ScheduleI/RecipientTable/CashGrantAmt426857
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FOOD FOR THOSE IN NEED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE HOMES FOR THOSE IN NEED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OSU FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TULSA HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TULSA REGIONAL STEM ALLIANCE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4REVITALIZE T-TOWN
IRS990ScheduleI/RecipientTable/RecipientEIN0731184980
IRS990ScheduleI/RecipientTable/RecipientEIN1736097060
IRS990ScheduleI/RecipientTable/RecipientEIN2731325063
IRS990ScheduleI/RecipientTable/RecipientEIN3814051559
IRS990ScheduleI/RecipientTable/RecipientEIN4731528164
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01304 N KENOSHA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 S MONROE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26235 E 13TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3907 S DETROIT AVENUE SUITE 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt414 EAST 7TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STILLWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4TULSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174074
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd274112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd374120
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd474119
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUILD MY FUTURE INDUSTRY FAIR FOR WORKFORCE DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM IS DISTRIBUTED TO ALL BOARD MEMBERS AT THE BOARD MEETING IMMEDIATELY FOLLOWING THE COMPLETION OF THIS DOCUMENT AND PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE EASILY ACCESSIBLE BY REQUEST IN OUR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOME BUILDERS ASSOC OF GREATER TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730566979
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE ETHICAL BUSINESS PRACTICES THROUGHT THE INDUSTRY.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011545 E 43RD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074146
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00

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