Civic Intelligence

Heritage Hall Affiliated Fund Occf Inc

EIN 73-1506204 • 501(c)3 • Oklahoma City, OK

Oklahoma City, OK
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-2180%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$225,405

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 138.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

154%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,297,880

Up $201,282 (+6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$3,297,880

Up $201,282 (+6.5%) from 2022

Operations
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$64,070

Down $1,002,228 (-94%) from 2022

Expenses

Up

$137,518

Up $79,181 (+136%) from 2022

Net Income

Down

-$73,448

Down $1,081,409 (-107%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,712,783Liabilities 2011: $0Net Assets 2011: $1,712,7832011Assets 2012: $1,652,449Liabilities 2012: $0Net Assets 2012: $1,652,4492012Assets 2013: $1,758,992Liabilities 2013: $0Net Assets 2013: $1,758,9922013Assets 2014: $1,899,906Liabilities 2014: $0Net Assets 2014: $1,899,9062014Assets 2015: $1,970,177Liabilities 2015: $0Net Assets 2015: $1,970,1772015Assets 2016: $1,812,721Liabilities 2016: $0Net Assets 2016: $1,812,7212016Assets 2017: $1,912,924Liabilities 2017: $0Net Assets 2017: $1,912,9242017Assets 2018: $2,005,242Liabilities 2018: $0Net Assets 2018: $2,005,2422018Assets 2019: $2,095,629Liabilities 2019: $0Net Assets 2019: $2,095,6292019Assets 2020: $2,089,010Liabilities 2020: $0Net Assets 2020: $2,089,0102020Assets 2021: $2,593,088Liabilities 2021: $0Net Assets 2021: $2,593,0882021Assets 2022: $3,096,598Liabilities 2022: $0Net Assets 2022: $3,096,5982022Assets 2023: $3,297,880Liabilities 2023: $0Net Assets 2023: $3,297,8802023

Highlighted filing

2023

Assets$3,297,880
Liabilities$0
Net Assets$3,297,880
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $90,017Expenses 2011: $101,457Net Income 2011: -$11,4402011Revenue 2012: $56,277Expenses 2012: $104,205Net Income 2012: -$47,9282012Revenue 2013: $73,077Expenses 2013: $74,151Net Income 2013: -$1,0742013Revenue 2014: $75,709Expenses 2014: $110,284Net Income 2014: -$34,5752014Revenue 2015: $43,418Expenses 2015: $12,468Net Income 2015: $30,9502015Revenue 2016: $32,695Expenses 2016: $187,541Net Income 2016: -$154,8462016Revenue 2017: $148,220Expenses 2017: $96,868Net Income 2017: $51,3522017Revenue 2018: $85,261Expenses 2018: $56,062Net Income 2018: $29,1992018Revenue 2019: $55,384Expenses 2019: $59,146Net Income 2019: -$3,7622019Revenue 2020: $11,848Expenses 2020: $63,834Net Income 2020: -$51,9862020Revenue 2021: $56,404Expenses 2021: $64,728Net Income 2021: -$8,3242021Revenue 2022: $1,066,298Expenses 2022: $58,337Net Income 2022: $1,007,9612022Revenue 2023: $64,070Expenses 2023: $137,518Net Income 2023: -$73,4482023

Highlighted filing

2023

Revenue$64,070
Expenses$137,518
Net Income-$73,448
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,297,880
Liabilities
$0
Net assets
$3,297,880
Revenue
$64,070
Expenses
$137,518
Net income
-$73,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.06$0.14$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$1.07$0.06$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.06$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.01$0.06$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.06$0.06$0.00
2018Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.09$0.06$0.03
2017Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.15$0.10$0.05
2016Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$0.03$0.19$0.15
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.04$0.01$0.03
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.08$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.06$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.09$0.10$0.01
Latest Filing Detail
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Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Mission and Program Overview

Mission

Support the Oklahoma City Community Foundation and Heritage Hall School.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits