HBA CHARITABLE FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HBA CHARITABLE FOUNDATION (EIN 45-5302161)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349202195
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T14:18:03-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741147002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455302161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBAC | BusinessNameControlTxt |
| Phone | 9186635820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11545 E 43RD STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SMITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9186635820 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HARTOG | PreparerPersonNm |
| PTIN | P00227703 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2016-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $84,234 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $84,047 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $135 | InvestmentIncomeAmt |
| Other Revenue Total | $52 | OtherRevenueTotalAmt |
| Total Revenue | $84,234 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $28,300 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $4,835 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $584 | OtherExpensesTotalAmt |
| Total Expenses | $33,719 | TotalExpensesAmt |
| Excess Or Deficit For Year | $50,515 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,334 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $116,849 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,334 | BOYAmt |
| EOY | $116,849 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,334 | BOYAmt |
| EOY | $116,849 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,334 | BOYAmt |
| EOY | $116,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO SUPPORT LOCAL CHARITIES AND OTHER EFFORTS IN FURTHERANCE OF HOUSING AND SHELTER RELATED ISSUES. ADDITIONALLY, THE FOUNDATION PROMOTES AND SUPPORTS SCHOLARSHIPS AND OTHER EDUCATION EFFORTS RELATED TO THE CONSTRUCTION INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA:THE COMMUNITY FOOD BANK OF EASTERN OKLAHOMA'S MISSION IS TO FEED THE HUNGRY OF EASTERN OKLAHOMA AND TO ENGAGE THE COMMUNITY IN ENDING HUNGER. THIS CHARITY MEETS THE FOUNDATION'S GOAL OF SUPPORTING GROUPS THAT PROVIDE FOOD TO THOSE IN NEED. IN 2015, $10,000 WAS GIVEN TO THIS ORGANIZATION. | $10,000 | $10,000 |
| OPERATION FINALLY HOME:OPERATION FINALLY HOME IS A ORGANIZATION THAT PROVIDES CUSTOM-BUILT, MORTGAGE-FREE HOMES TO AMERICA'S MILITARY HEORS AND THE WIDOWS OF THE FALLEN. THIS CHARITY MEETS THE FOUNDATION'S GOAL OF SUPPORTING GROUPS THAT PROVIDE SHELTER TO THOSE IN NEED. IN 2015, $9,800 WAS GIVEN TO THIS ORGANIZATION. | $9,800 | $9,800 |
| OKLAHOMA STATE UNIVERSITY SCHOLARSHIPS:TO PROMOTE AND SPONSOR EDUCATION RELATED TO THE CONSTRUCTION INDUSTRY. THE FOUNDATION SPONSORS A SCHOLARSHIP FOR STUDENTS AT OKLAHOMA STATE UNIVERSITY ENROLLED IN THE CONSTRUCTION SCIENCES PROGRAM.IN 2015, THE FOUNDATION GAVE $5,000 TO OKLAHOMA STATE UNIVERSITY FOR SCHOLARSHIPS. | $5,000 | $5,000 |
| THE FOUNDATION ALSO GAVE GRANTS TO SEVERAL OTHER ORGANIZATION INCLUDING THE TULSA HABITAT FOR HUMANITY AND TULSA DAY CENTER FOR THE HOMELESS. | $3,500 | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,300 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LUCIA CARBALLO | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| JANET HOLT | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| SHERYL CHINOWTH | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| ROBERT HUGHES | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| KEN KLEIN | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| LINDA JOHNSON | ||||
| DIRECTOR | 0.12 | $0 | $0 | $0 |
| PETER GRANT | ||||
| PRESIDENT | 0.12 | $0 | $0 | $0 |
| ERIC DAFFERN | ||||
| VICE PRESIDENT | 0.12 | $0 | $0 | $0 |
| JEFFREY SMITH | ||||
| SECRETARY | 0.12 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME BUILDERS ASSOCIATION OF GREATER TULSA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11545 E 43RD ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741464200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186635820 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,047 | CurrentTaxYearAmt |
| Total | $171,301 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,047 | CurrentTaxYearAmt |
| Total | $171,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,863 | SubstantialContributorsTotAmt |
| Public Support Total170 | $89,438 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135 | CurrentTaxYearAmt |
| Total | $158 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $52 | CurrentTaxYearAmt |
| Total | $52 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $171,511 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 135. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 52. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: COMMUNITY FOOD BANK. GRANTEE ADDRESS: 1304 N. KENOSHA AVENUE TULSA, OK 74106. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/30/15. AMOUNT GIVEN: 10,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: OPERATION FINALLY HOME. GRANTEE ADDRESS: 1659 STATE HIGHWAY 49 WEST, SUITE 115-606 NEW BRAUNFELS, TX 78132. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/01/15. AMOUNT GIVEN: 9,800. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: OSU FOUNDATION. GRANTEE ADDRESS: 400 S. MONROE ST. STILLWATER, OK 74074. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/01/15. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: TULSA DAY CENTER FOR THE HOMELESS. GRANTEE ADDRESS: 415 W. ARCHER ST. TULSA, OK 74103. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/28/15. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: TULSA HABITAT FOR HUMANITY. GRANTEE ADDRESS: 6235 E. 13TH ST. TULSA, OK 74112. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/28/15. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,300. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INSURANCE. AMOUNT: 484. DESCRIPTION: MEMBERSHIP. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 584. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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