Civic Intelligence

Hba Charitable Foundation

990 • Fiscal year 2024 • EIN 45-5302161

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

31st percentile

-6.2%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

99th percentile

$202,090

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 87.8% of source-year revenue.

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

Asset Growth

33rd percentile

-9.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

92nd percentile

114%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Down

$326,631

Down $33,248 (-9.2%) from 2023

Net Assets

Down

$326,631

Down $33,248 (-9.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$230,220

Up $122,595 (+114%) from 2023

Expenses

Up

$244,593

Up $4,457 (+1.9%) from 2023

Net Income

Up

-$14,373

Up $118,138 (+89%) from 2023

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

2024

Assets$326,631
Liabilities$0
Net Assets$326,631

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

2024

Revenue$230,220
Expenses$244,593
Net Income-$14,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$254,917
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$359,879$326,631▼ $33,248
Investments in Publicly Traded Securities$143,285$150,041▲ $6,756
Savings and Temporary Cash Investments$102,955$0▼ $102,955
Cash and Non-Interest-Bearing Accounts$81,739$100,365▲ $18,626
Accounts Receivable$31,900$76,225▲ $44,325
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$359,879$326,631▼ $33,248
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$359,879$326,631▼ $33,248
Total Liabilities and Net Assets / Fund Balance$359,879$326,631▼ $33,248
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brianna ParmelePresident
Chris HodgesDirector
Chuck RamsayDirector
Erin DeweeseDirector
Robert FranklinDirector
Rodger TuckerDirector
Scott BurnettDirector
Jeffrey SmithSecretary
Janet HoltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,567
Program Service Revenue
$0
Investment Income
$8,357
Other Revenue
$28,296
All Other Contributions
$180,257
Change in Net Assets
$-14,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,191
Other Expenses$98,402
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,109--$146,109
Fees for Services Other-$33,000-$33,000
Fees for Services Accounting-$8,506-$8,506
Other Expenses$4,446$9,284-$4,446
Insurance-$3,034-$3,034
Travel-$2,823-$2,823
All Other Expenses-$987-$987
Grants to Domestic Individuals$82--$82
Advertising-$59-$59
Total Functional Expenses$186,900$57,693$0$244,593
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union High SchoolTulsa, OKSection 115(a)To Support Construction Education Program$75,809
Broken Arrow High SchoolBroken Arrow, OKSection 115(a)To Support Construction Education Program$70,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,993
Fundraising Direct Expenses$24,697
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Appetite for Construction$61,053$47,743$9,197$38,546
Evening of Giving$5,250$5,250-$5,250
Total Events$66,303$52,993$24,697$28,296
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 35% controlled entity
No
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
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Smith
Formed
2012
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Ashley M Fogle
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other contractors: program service expenses 0. Management and general expenses 33,000. Fundraising expenses 0. Total expenses 33,000.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01357
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027360
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0551
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0675
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48430
IRS990ScheduleA/PublicSupportPY170Pct00.54950
IRS990ScheduleA/PublicSupportTotal170Amt0600896
IRS990ScheduleA/SubstantialContributorsTotAmt0611772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0246560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0143507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0581933
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01212668
IRS990ScheduleA/TotalSupportAmt01240703
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013310
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013310
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024697
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EVENING OF GIVING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0APPETITE FOR CONSTRUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt061053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt047743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052993
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09197
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt075809
IRS990ScheduleI/RecipientTable/CashGrantAmt170300
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SECTION 115(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1SECTION 115(A)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT CONSTRUCTION EDUCATION PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT CONSTRUCTION EDUCATION PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNION HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BROKEN ARROW HIGH SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06636 S MINGO ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11901 E ALBANY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROKEN ARROW
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074133
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174012
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202090
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1ALL GOVERNING DOCUMENTS ARE EASILY ACCESSIBLE BY REQUEST IN OUR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 33,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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 STREET
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/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00

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