Civic Intelligence

The Heyman Evergreen Foundation

990PF • Fiscal year 2015 • EIN 73-1535560

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization Profile
15 E 5th Street Suite 3200Tulsa, OK 74103

(918) 796-3134

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.05x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-2496%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

13th percentile

-8.9%

Faster asset growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,301,029

Down $420,803 (-8.9%) from 2014

Net Assets

Down

$4,300,129

Down $420,703 (-8.9%) from 2014

Liabilities

Down

$900

Down $100 (-10%) from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin1st percentile

Revenue

Down

$16,858

Down $485,410 (-97%) from 2014

Expenses

Up

$437,561

Up $70,623 (+19%) from 2014

Net Income

Down

-$420,703

Down $556,033 (-411%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,151,068Liabilities 2011: $2,1002011Assets 2012: $4,818,355Liabilities 2012: $02012Assets 2013: $4,587,908Liabilities 2013: $2,4062013Assets 2014: $4,721,832Liabilities 2014: $1,000Net Assets 2014: $4,720,8322014Assets 2015: $4,301,029Liabilities 2015: $900Net Assets 2015: $4,300,1292015Assets 2016: $4,140,510Liabilities 2016: $600Net Assets 2016: $4,139,9102016Assets 2017: $3,965,045Liabilities 2017: $0Net Assets 2017: $3,965,0452017Assets 2018: $1,899,381Liabilities 2018: $0Net Assets 2018: $1,899,3812018Assets 2019: $1,847,940Liabilities 2019: $0Net Assets 2019: $1,847,9402019Assets 2020: $1,722,643Liabilities 2020: $0Net Assets 2020: $1,722,6432020Assets 2021: $1,971,841Liabilities 2021: $6,051Net Assets 2021: $1,965,7902021Assets 2022: $2,057,192Liabilities 2022: $0Net Assets 2022: $2,057,1922022Assets 2023: $2,522,832Liabilities 2023: $0Net Assets 2023: $2,522,8322023Assets 2024: $2,693,073Liabilities 2024: $0Net Assets 2024: $2,693,0732024

Highlighted filing

2015

Assets$4,301,029
Liabilities$900
Net Assets$4,300,129
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $13,602Expenses 2011: $297,943Net Income 2011: -$284,3412011Revenue 2012: $64,392Expenses 2012: $395,005Net Income 2012: -$330,6132012Revenue 2013: $29,046Expenses 2013: $261,899Net Income 2013: -$232,8532013Revenue 2014: $502,268Expenses 2014: $366,938Net Income 2014: $135,3302014Revenue 2015: $16,858Expenses 2015: $437,561Net Income 2015: -$420,7032015Revenue 2016: $21,677Expenses 2016: $181,896Net Income 2016: -$160,2192016Revenue 2017: $3,654,452Expenses 2017: $621,382Net Income 2017: $3,033,0702017Revenue 2018: $102,000Expenses 2018: $2,167,664Net Income 2018: -$2,065,6642018Revenue 2019: $484,147Expenses 2019: $535,588Net Income 2019: -$51,4412019Revenue 2020: $3,086,505Expenses 2020: $3,211,804Net Income 2020: -$125,2992020Revenue 2021: $377,731Expenses 2021: $134,585Net Income 2021: $243,1462021Revenue 2022: $2,314,372Expenses 2022: $2,222,970Net Income 2022: $91,4022022Revenue 2023: $660,137Expenses 2023: $194,497Net Income 2023: $465,6402023Revenue 2024: $377,065Expenses 2024: $206,824Net Income 2024: $170,2412024

Highlighted filing

2015

Revenue$16,858
Expenses$437,561
Net Income-$420,703
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN J HEYMANPresident/Treasurer-$0--
ALEXANDRA H NASHVice-Pres/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Heyman Evergreen Foundation
EIN
73-1535560
In Care Of
% ELLBAR PARTNERS MANAGEMENT L
Phone
9187963134
Address
15 E 5TH STREET SUITE 3200, TULSA, OK 74103

Signing Officer

Name
Stephen J Heyman
Title
Trustee
Phone
9185833333
Signed
2016-04-28
Raw XML Appendix286 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0409000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHEMENT 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0409000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0247121
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0247121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0300888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0161879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063133
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0409000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0161879
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0300888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139009
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026812
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0500
TaxesSchedule/TaxesDetail/Amt01249
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01249
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN J HEYMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185833333
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEYMAN EVERGREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEYM
ReturnHeader/Filer/EIN0731535560
ReturnHeader/Filer/InCareOfNm0% ELLBAR PARTNERS MANAGEMENT L
ReturnHeader/Filer/PhoneNum09187963134
ReturnHeader/Filer/USAddress/AddressLine1Txt015 E 5TH STREET SUITE 3200
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074103
ReturnHeader/ReturnTs02016-05-06T11:04:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,301,029
Liabilities
$900
Net assets
$4,300,129
Revenue
$16,858
Expenses
$437,561
Net income
-$420,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.38$0.21$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.66$0.19$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$2.31$2.22$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.97$0.38$0.13$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$3.09$3.21$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.48$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$2.17$2.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$3.65$0.62$3.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.02$0.18$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.02$0.44$0.42
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.50$0.37$0.14
2013Summary only. Only limited summary data is available for this year.$4.59$0.00$0.03$0.26$0.23
2012Summary only. Only limited summary data is available for this year.$4.82$0.00$0.06$0.40$0.33
2011Summary only. Only limited summary data is available for this year.$5.15$0.00$0.01$0.30$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits