Civic Intelligence

The Heart of Oak Foundation

EIN 74-2557158 • Clayton, MO

PO Box 11356Clayton, MO 63105-0156
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

134%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$821,235

Down $18,012 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$821,235

Down $18,012 (-2.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin17th percentile

Revenue

Up

$77,225

Up $44,282 (+134%) from 2023

Expenses

Up

$95,415

Up $514 (+0.5%) from 2023

Net Income

Up

-$18,190

Up $43,768 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $917,526Liabilities 2010: $0Net Assets 2010: $917,5262010Assets 2011: $886,453Liabilities 2011: $0Net Assets 2011: $886,4532011Assets 2012: $835,929Liabilities 2012: $02012Assets 2013: $823,682Liabilities 2013: $02013Assets 2014: $791,286Liabilities 2014: $02014Assets 2015: $687,844Liabilities 2015: $02015Assets 2019: $1,057,722Liabilities 2019: $0Net Assets 2019: $1,057,7222019Assets 2020: $968,622Liabilities 2020: $0Net Assets 2020: $968,6222020Assets 2021: $924,108Liabilities 2021: $0Net Assets 2021: $924,1082021Assets 2022: $901,409Liabilities 2022: $0Net Assets 2022: $901,4092022Assets 2023: $839,247Liabilities 2023: $0Net Assets 2023: $839,2472023Assets 2024: $821,235Liabilities 2024: $0Net Assets 2024: $821,2352024

Highlighted filing

2024

Assets$821,235
Liabilities$0
Net Assets$821,235
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $65,5792010Expenses 2011: $75,6682011Revenue 2012: $24,286Expenses 2012: $74,703Net Income 2012: -$50,4172012Revenue 2013: $65,485Expenses 2013: $77,606Net Income 2013: -$12,1212013Revenue 2014: $70,430Expenses 2014: $122,891Net Income 2014: -$52,4612014Revenue 2015: -$3,946Expenses 2015: $99,983Net Income 2015: -$103,9292015Revenue 2019: $44,105Expenses 2019: $103,546Net Income 2019: -$59,4412019Revenue 2020: $17,666Expenses 2020: $106,864Net Income 2020: -$89,1982020Revenue 2021: $64,245Expenses 2021: $108,747Net Income 2021: -$44,5022021Revenue 2022: $71,682Expenses 2022: $94,293Net Income 2022: -$22,6112022Revenue 2023: $32,943Expenses 2023: $94,901Net Income 2023: -$61,9582023Revenue 2024: $77,225Expenses 2024: $95,415Net Income 2024: -$18,1902024

Highlighted filing

2024

Revenue$77,225
Expenses$95,415
Net Income-$18,190
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$821,235
Liabilities
$0
Net assets
$821,235
Revenue
$77,225
Expenses
$95,415
Net income
-$18,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.10$0.06
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.00$0.10$0.10
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$0.07$0.12$0.05
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.02$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD R WOODSPresidentPT$0--
FIONA WOODSSecretaryPT$0--
ROGER A MAROLTVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Heart of Oak Foundation
EIN
74-2557158
Phone
3147467329
Address
PO BOX 11356, CLAYTON, MO 63105-0156

Signing Officer

Name
Trustee
Title
Trustee
Phone
3147467329
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Commerce Trust Company
Address
PO BOX 11356, CLAYTON, MO 63105
Preparer
Joan Humes
Phone
3147467329
Raw XML Appendix328 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08000 FORSYTH BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMMERCE TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03147467437
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt087700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 11356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLAYTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087700
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/AppliedToCurrentYearAmt074511
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017257
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017257
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024527
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015539
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt074677
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059138
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0103
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 INCOME POSTED IN 2025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt040
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0279
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 INCOME POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03901
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03147467329
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEART OF OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0742557158
ReturnHeader/Filer/PhoneNum03147467329
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11356
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0631050156
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480962626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMMERCE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 11356
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03147467329
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN HUMES
ReturnHeader/ReturnTs02025-05-15T13:01:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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