Civic Intelligence

Opportunity to Learn Foundation

EIN 85-6710297 • Norman, OK

4221 Harrogate DriveNorman, OK 73072
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

11th percentile

-97%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

-1.3%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-14%

Faster revenue growth than 37% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

$86,316

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$86,316

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

$46,053

No earlier filing loaded for comparison.

Expenses

$4,881

No earlier filing loaded for comparison.

Net Income

$41,172

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$100K$50K$0Assets 2021: $86,316Liabilities 2021: $0Net Assets 2021: $86,3162021

Highlighted filing

2021

Assets$86,316
Liabilities$0
Net Assets$86,316
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0Revenue 2021: $46,053Expenses 2021: $4,881Net Income 2021: $41,1722021

Highlighted filing

2021

Revenue$46,053
Expenses$4,881
Net Income$41,172
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,316
Liabilities
$0
Net assets
$86,316
Revenue
$46,053
Expenses
$4,881
Net income
$41,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$86.3$0.00$86.3$46.1$4.88$41.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 22, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig Heaton TrusteeFoundation Manager-$0--
Kimberly HeatonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarship awardINorman, OK, US$1,500
Paid Grant-Scholarship awardINorman, OK, US$1,500
Paid Grant-Scholarship awardINorman, OK, US$1,500
Filing and Contact Details

Filer

Filer Name
Opportunity to Learn Foundation
EIN
85-6710297
Address
4221 Harrogate Drive, Norman, OK 73072

Signing Officer

Name
Craig Heaton
Title
Trustee
Phone
5738230817
Signed
2023-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Marilyn M Kaplan CPA
Address
132 West Main St Apt 2, Norman, OK 73069
Preparer
Marilyn M Kaplan
Phone
4056410528
Raw XML Appendix338 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Scholarships will be awarded annually to eligible students. Students seeking education assistance to attend college or technical school will apply in writing on application supplied by this foundation. Award will be paid directly to college or technical school. Assistance may be renewed for students continuing progress in chosen program.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Craig Heaton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Whitney Vaughn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jaleel Zubayr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hannah Stevens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Norman Rotary Club P O Box 867
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12132 Houston Ave Apt H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Dimensions Academy 809 N Findlay Av
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Norman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Norman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Norman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273071
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/AppliedToCurrentYearAmt03491
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01009
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01009
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Craig Heaton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04221 Harrogate Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Norman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd073072
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017423
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Decrease in market value
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Trust company
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0366
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt015
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Heaton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05738230817
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Opportunity to Learn Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OPPO
ReturnHeader/Filer/EIN0856710297
ReturnHeader/Filer/USAddress/AddressLine1Txt04221 Harrogate Drive
ReturnHeader/Filer/USAddress/CityNm0Norman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marilyn M Kaplan CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 West Main St Apt 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04056410528
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marilyn M Kaplan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-01T11:21:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Craig
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heaton
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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