Heritage Hall Affiliated Fund Occf Inc
EIN: 731506204 · Oklahoma City, OK · NTEE: T22Z
| Metric | Value |
|---|---|
| Total Revenue | $469K |
| Total Expenses | $138K |
| Net Assets | $3.3M |
Is Heritage Hall Affiliated Fund Occf Inc Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Heritage Hall Affiliated Fund Occf Inc
Heritage Hall Affiliated Fund Occf Inc (EIN: 731506204) is a nonprofit organization based in Oklahoma City, OK, classified under NTEE code T22Z. The organization reported total revenue of $469K and total assets of $3.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heritage Hall Affiliated Fund Occf Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Heritage Hall Affiliated Fund Occf Inc is a small nonprofit that has been operating for 29 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $64K |
| Total Expenses | $138K |
| Surplus / Deficit | $-73,448 |
| Total Assets | $3.3M |
| Net Assets | $3.3M |
| Operating Margin | -114.6% |
| Months of Reserves | 287.8 months |
Financial Health Grade: B
In 2023, Heritage Hall Affiliated Fund Occf Inc reported a deficit of $73K with expenses exceeding revenue, holds 287.8 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Heritage Hall Affiliated Fund Occf Inc's revenue has declined at a compound annual growth rate (CAGR) of -2.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -94.0% | +135.7% | +6.5% |
| 2022 | +1790.5% | -9.9% | +19.4% |
| 2021 | +376.1% | +1.4% | +24.1% |
| 2020 | -78.6% | +7.9% | -0.3% |
| 2019 | -35.0% | +5.5% | +4.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Heritage Hall Affiliated Fund Occf Inc has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Heritage Hall Affiliated Fund Occf Inc with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $73K, with expenses exceeding revenue.
Frequently Asked Questions about Heritage Hall Affiliated Fund Occf Inc
Is Heritage Hall Affiliated Fund Occf Inc a legitimate charity?
Heritage Hall Affiliated Fund Occf Inc (EIN: 731506204) is a registered tax-exempt nonprofit based in Oklahoma. It has 13 years of IRS 990 filings on record. Total revenue: $469K. No red flags identified. Financial health grade: B.
How does Heritage Hall Affiliated Fund Occf Inc spend its money?
Heritage Hall Affiliated Fund Occf Inc reported $469K in total revenue in IRS 990 filings. 13 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Heritage Hall Affiliated Fund Occf Inc tax-deductible?
Heritage Hall Affiliated Fund Occf Inc is registered as a tax-exempt nonprofit (EIN: 731506204). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Heritage Hall Affiliated Fund Occf Inc located?
Heritage Hall Affiliated Fund Occf Inc is headquartered in Oklahoma City, Oklahoma and files with the IRS under EIN 731506204. It is classified under NTEE code T22Z.
How many years of IRS 990 filings does Heritage Hall Affiliated Fund Occf Inc have?
Heritage Hall Affiliated Fund Occf Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $469K in total revenue.
Filing History
IRS 990 filing history for Heritage Hall Affiliated Fund Occf Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Heritage Hall Affiliated Fund Occf Inc's revenue has declined by 28.8%, moving from $90K to $64K. Total assets increased by 92.5% over the same period, from $1.7M to $3.3M. Total functional expenses rose by 35.5%, from $101K to $138K. In its most recent filing year (2023), Heritage Hall Affiliated Fund Occf Inc reported a deficit of $73K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $64K | $138K | $3.3M | $0 | — | View 990 |
| 2022 | $1.1M | $58K | $3.1M | $0 | — | View 990 |
| 2021 | $56K | $65K | $2.6M | $0 | — | — |
| 2020 | $12K | $64K | $2.1M | $0 | — | View 990 |
| 2019 | $55K | $59K | $2.1M | $0 | — | View 990 |
| 2018 | $85K | $56K | $2.0M | $0 | — | View 990 |
| 2017 | $148K | $97K | $1.9M | $0 | — | View 990 |
| 2016 | $33K | $188K | $1.8M | $0 | — | View 990 |
| 2015 | $43K | $12K | $2.0M | $0 | — | View 990 |
| 2014 | $76K | $110K | $1.9M | $0 | — | View 990 |
| 2013 | $73K | $74K | $1.8M | $0 | — | View 990 |
| 2012 | $56K | $104K | $1.7M | $0 | — | View 990 |
| 2011 | $90K | $101K | $1.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $64K, expenses of $138K, and assets of $3.3M (revenue -94.0% year-over-year).
- 2022: Revenue of $1.1M, expenses of $58K, and assets of $3.1M (revenue +1790.5% year-over-year).
- 2021: Revenue of $56K, expenses of $65K, and assets of $2.6M (revenue +376.1% year-over-year).
- 2020: Revenue of $12K, expenses of $64K, and assets of $2.1M (revenue -78.6% year-over-year).
- 2019: Revenue of $55K, expenses of $59K, and assets of $2.1M (revenue -35.0% year-over-year).
- 2018: Revenue of $85K, expenses of $56K, and assets of $2.0M (revenue -42.5% year-over-year).
- 2017: Revenue of $148K, expenses of $97K, and assets of $1.9M (revenue +353.3% year-over-year).
- 2016: Revenue of $33K, expenses of $188K, and assets of $1.8M (revenue -24.7% year-over-year).
- 2015: Revenue of $43K, expenses of $12K, and assets of $2.0M (revenue -42.7% year-over-year).
- 2014: Revenue of $76K, expenses of $110K, and assets of $1.9M (revenue +3.6% year-over-year).
- 2013: Revenue of $73K, expenses of $74K, and assets of $1.8M (revenue +29.9% year-over-year).
- 2012: Revenue of $56K, expenses of $104K, and assets of $1.7M (revenue -37.5% year-over-year).
- 2011: Revenue of $90K, expenses of $101K, and assets of $1.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Heritage Hall Affiliated Fund Occf Inc:
Data Sources and Methodology
This transparency report for Heritage Hall Affiliated Fund Occf Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.