Civic Intelligence

Heroplanorg

EIN 81-4350397 • Tulsa, OK

4609 E 91st StreetTulsa, OK 74137
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

37th percentile

-5.5%

Higher net margin than 37% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

46th percentile

-4.1%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$20,132

Down $853 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$20,132

Down $853 (-4.1%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Down

$15,500

Down $4,500 (-23%) from 2019

Expenses

Up

$16,353

Up $2,931 (+22%) from 2019

Net Income

Down

-$853

Down $7,431 (-113%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$30K$20K$10K$0Assets 2016: $1,000Liabilities 2016: $0Net Assets 2016: $1,0002016Assets 2018: $14,407Liabilities 2018: $0Net Assets 2018: $14,4072018Assets 2019: $20,985Liabilities 2019: $0Net Assets 2019: $20,9852019Assets 2020: $20,132Liabilities 2020: $0Net Assets 2020: $20,1322020

Highlighted filing

2020

Assets$20,132
Liabilities$0
Net Assets$20,132
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$20K$10K$0-$10KRevenue 2016: $1,000Expenses 2016: $0Net Income 2016: $1,0002016Revenue 2018: $10,000Expenses 2018: $1,533Net Income 2018: $8,4672018Revenue 2019: $20,000Expenses 2019: $13,422Net Income 2019: $6,5782019Revenue 2020: $15,500Expenses 2020: $16,353Net Income 2020: -$8532020

Highlighted filing

2020

Revenue$15,500
Expenses$16,353
Net Income-$853
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,132
Liabilities
$0
Net assets
$20,132
Revenue
$15,500
Expenses
$16,353
Net income
-$853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$15.5$16.4$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.00$21.0$20.0$13.4$6.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$10.0$1.53$8.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 26, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken WilliamsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
HeroPlanorg
EIN
81-4350397
Phone
9184927511
Address
4609 E 91st Street, Tulsa, OK 74137

Signing Officer

Name
Kenneth W Williams II
Title
Trustee
Signed
2022-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Williams Jarrett Smith & Co Pc
Address
4609 E 91ST STREET, TULSA, OK 74137
Preparer
Tadd Snowbarger CPA
Phone
9184927511
Raw XML Appendix193 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010006
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-853
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-853
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020985
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020132
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0230
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0230
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0230
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0230
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04665
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0230
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04595
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04665
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ken Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04609 East 91st Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tulsa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074137
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010006
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010006
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010006
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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/AddressLine1Txt04609 E 91st Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tulsa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074137
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kenneth W Williams II
IRS990PF/StatementsRegardingActyGrp/PhoneNum09184927511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Destiny Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01700 S Aspen Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Broken Arrow
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010006
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
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04422
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09776
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05423
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Private Brands Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04609 E 91st Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074137
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt020000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt020000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Computer and Software Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21705
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth W Williams II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HeroPlanorg
ReturnHeader/Filer/BusinessNameControlTxt0HERO
ReturnHeader/Filer/EIN0814350397
ReturnHeader/Filer/PhoneNum09184927511
ReturnHeader/Filer/USAddress/AddressLine1Txt04609 E 91st Street
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364528840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS JARRETT SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04609 E 91ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074137
ReturnHeader/PreparerPersonGrp/PhoneNum09184927511
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tadd Snowbarger CPA
ReturnHeader/ReturnTs02022-01-26T10:06:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kenneth W Williams
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0II
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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