Civic Intelligence

Heritage Forum

EIN 83-1886950 • 501(c)3 • Birmingham, AL

Profile

The heritage forum's mission is to inspire and equip attendees with best practices for life and succession planning in a holistic manner, with the goal of creating a godly heritage vision for lasting-legacy.

2400 Fifth Avenue South 100Birmingham, AL 35233

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$191,277

Up $58,364 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$191,277

Up $58,364 (+44%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin63rd percentile

Revenue

Down

$66,047

Down $106,039 (-62%) from 2023

Expenses

Down

$7,682

Down $122,882 (-94%) from 2023

Net Income

Up

$58,365

Up $16,843 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$200K$150K$100K$50K$0Assets 2021: $79,675Liabilities 2021: $0Net Assets 2021: $79,6752021Assets 2022: $91,391Liabilities 2022: $0Net Assets 2022: $91,3912022Assets 2023: $132,913Liabilities 2023: $0Net Assets 2023: $132,9132023Assets 2024: $191,277Liabilities 2024: $0Net Assets 2024: $191,2772024

Highlighted filing

2024

Assets$191,277
Liabilities$0
Net Assets$191,277
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$150K$100K$50K$0Revenue 2021: $105,505Expenses 2021: $59,654Net Income 2021: $45,8512021Revenue 2022: $122,792Expenses 2022: $111,076Net Income 2022: $11,7162022Revenue 2023: $172,086Expenses 2023: $130,564Net Income 2023: $41,5222023Revenue 2024: $66,047Expenses 2024: $7,682Net Income 2024: $58,3652024

Highlighted filing

2024

Revenue$66,047
Expenses$7,682
Net Income$58,365
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$191,277
Liabilities
$0
Net assets
$191,277
Revenue
$66,047
Expenses
$7,682
Net income
$58,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.66$0.08$0.58
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.72$1.31$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.23$1.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.06$0.60$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$202,003
Mission and Program Overview

Mission

The heritage forum's mission is to inspire and equip attendees with best practices for life and succession planning in a holistic manner, with the goal of creating a godly heritage vision for lasting-legacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$132,912$191,277▲ $58,365
Savings and Temporary Cash Investments$0$166,268▲ $166,268
Cash and Non-Interest-Bearing Accounts$132,912$25,009▼ $107,903
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$132,912$191,277▲ $58,365
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$132,912$191,277▲ $58,365
Total Liabilities and Net Assets / Fund Balance$132,912$191,277▲ $58,365
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Duane DonnerPresident
Phil NicaudVice President
Katie BurnsSecretary
Russ CrossonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,500
Program Service Revenue
$0
Investment Income
$3,534
Other Revenue
$-101,987
All Other Contributions
$164,500
Change in Net Assets
$58,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,366--$4,366
Fees for Services Accounting-$1,910-$1,910
Advertising$1,327--$1,327
Office Expenses-$79-$79
Total Functional Expenses$5,693$1,989$0$7,682
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$135,956
Fundraising Gross Income$33,969
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,969$33,969$22,284$11,685
Total Events$33,969$33,969$135,956$-101,987
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The members have the opportunity to review form 990 with the paid preparer upon request.”

Form 990, Part VI, Section C, Line 19

“All information is available for inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Heritage Forum
EIN
83-1886950
Phone
2057901958
Address
2400 FIFTH AVENUE SOUTH 100, BIRMINGHAM, AL 35233

Signing Officer

Name
Duane Donner
Title
Founder
Phone
2057901958
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Donner
Formed
2018
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
12

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DR 300, BIRMINGHAM, AL 35209
Preparer
Michael Baker CPA
Phone
2058711880
Raw XML Appendix303 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058711880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BAKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T08:29:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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