Civic Intelligence

Heritage Plantation Foundation

EIN 58-1764982 • Jackson, TN

Pub. 78 Eligible
227 Oil Well RoadJackson, TN 38305
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 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2022

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 2022

Asset Growth

65th percentile

4.8%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-78%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$367,314

Up $16,898 (+4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$367,314

Up $16,898 (+4.8%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Down

$18,054

Down $62,200 (-78%) from 2021

Expenses

Down

$1,156

Down $13,454 (-92%) from 2021

Net Income

Down

$16,898

Down $48,746 (-74%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2010: $262,262Liabilities 2010: $142Net Assets 2010: $262,1702010Assets 2011: $257,433Liabilities 2011: $142Net Assets 2011: $257,2912011Assets 2012: $259,394Liabilities 2012: $1422012Assets 2013: $277,535Liabilities 2013: $142Net Assets 2013: $277,3932013Assets 2014: $288,000Liabilities 2014: $142Net Assets 2014: $287,8582014Assets 2015: $286,757Liabilities 2015: $242Net Assets 2015: $286,5152015Assets 2016: $292,802Liabilities 2016: $242Net Assets 2016: $292,5602016Assets 2017: $292,016Liabilities 2017: $242Net Assets 2017: $291,7742017Assets 2018: $291,574Liabilities 2018: $242Net Assets 2018: $291,3322018Assets 2019: $290,021Liabilities 2019: $242Net Assets 2019: $289,7792019Assets 2021: $350,416Liabilities 2021: $0Net Assets 2021: $350,4162021Assets 2022: $367,314Liabilities 2022: $0Net Assets 2022: $367,3142022

Highlighted filing

2022

Assets$367,314
Liabilities$0
Net Assets$367,314
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KExpenses 2010: $19,3292010Expenses 2011: $19,6812011Revenue 2012: $17,111Expenses 2012: $15,150Net Income 2012: $1,9612012Revenue 2013: $26,550Expenses 2013: $8,409Net Income 2013: $18,1412013Revenue 2014: $26,293Expenses 2014: $15,828Net Income 2014: $10,4652014Revenue 2015: $40,495Expenses 2015: $41,838Net Income 2015: -$1,3432015Revenue 2016: $23,844Expenses 2016: $17,799Net Income 2016: $6,0452016Revenue 2017: $18,829Expenses 2017: $19,615Net Income 2017: -$7862017Revenue 2018: $18,569Expenses 2018: $19,011Net Income 2018: -$4422018Revenue 2019: $17,609Expenses 2019: $19,162Net Income 2019: -$1,5532019Revenue 2021: $80,254Expenses 2021: $14,610Net Income 2021: $65,6442021Revenue 2022: $18,054Expenses 2022: $1,156Net Income 2022: $16,8982022

Highlighted filing

2022

Revenue$18,054
Expenses$1,156
Net Income$16,898
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,314
Liabilities
$0
Net assets
$367,314
Revenue
$18,054
Expenses
$1,156
Net income
$16,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.18$0.01$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.80$0.15$0.66
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.91$0.19$0.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.19$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.24$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.40$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.26$0.16$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.77$0.27$0.08$0.18
2012Summary only. Only limited summary data is available for this year.$2.59$0.00$0.17$0.15$0.02
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS JACKSON WEAVER IIIPresident-$0--
J WINSTON TRUETTVice-Preside-$0--
FRANK A MCKINNIE WEAVERVice-Preside-$0--
MARGUERITE MCKINNE WEAVERVice-Preside-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Plantation Foundation
EIN
58-1764982
Phone
7314278571
Address
227 OIL WELL ROAD, JACKSON, TN 38305

Signing Officer

Name
Thomas Jackson Weaver Iii
Title
President
Phone
7314278571
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ata Pllc
Address
227 OIL WELL RD, JACKSON, TN 38305
Preparer
Stephen M Eldridge
Phone
7314278571
Raw XML Appendix233 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/PersonNm0THOMAS JACKSON WEAVER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1J WINSTON TRUETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FRANK A MCKINNIE WEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARGUERITE MCKINNE WEAVER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2400 HERITAGE PLANTATION WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 HERITAGE PLANTATION WAY
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TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS JACKSON WEAVER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07314278571
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE PLANTATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0581764982
ReturnHeader/Filer/PhoneNum07314278571
ReturnHeader/Filer/USAddress/AddressLine1Txt0227 OIL WELL ROAD
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 OIL WELL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038305
ReturnHeader/PreparerPersonGrp/PhoneNum07314278571
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M ELDRIDGE
ReturnHeader/ReturnTs02025-04-15T14:44:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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