HERITAGE21 INC

EIN: 812123236 501(c)(3) Religion

Oklahoma City, OK

Total Revenue
$510,671
Total Expenses
$439,812
Total Assets
$3,047,271
Net Assets
$694,532
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
OK
Principal Officer
MIKE E O'NEAL
Phone
4052263399
Tax Period
2025-01-01 to 2025-12-31

HERITAGE21 INC, founded in 2016, is a small nonprofit in the Religion sector that reported $511K in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $440K left a modest 14% surplus.

Mission

THE H21 FOUNDATION PROVIDES EDUCATION AND RESOURCES FOR CHURCH OF CHRIST CONGREGATIONS TO ASSESS THEIR HEALTH, GROWTH, AND FUTURE, TO EVALUATE THE BEST STEWARDSHIP OPTIONS OF THEIR PHYSICAL ASSETS, AND TO MAKE GOOD DECISIONS ABOUT THE FUTURE OF THE CONGREGATION. IF A CHURCH DECIDES TO CLOSE, THE FOUNDATION PROVIDES THE CHURCH A TRUSTWORTHY PARTNER TO MAKE GOOD LEGACY DECISIONS ON HOW TO DISTRIBUTE ITS ASSETS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $451,635
Program Service Revenue $0
Investment Income $59,036
Other Revenue $0
TOTAL REVENUE $510,671

Expense Breakdown

Grants Paid $39,517
Salaries & Benefits $294,122
Fundraising Expenses $0
Program Expenses $439,812
Other Expenses $106,173
TOTAL EXPENSES $439,812

Year-over-Year Comparison

2025 2024 Change
Revenue $510,671 $393,476 +0.3%
Expenses $439,812 $345,901 +0.3%
Net Income $70,859 $47,575 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
2
Volunteers
55

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$168,650
Total Directors
10
$75,167
Key Employees
1
$168,650
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Doug Peters Executive Director 50
Officer Key Emp Highest
$113,650 $55,000 $168,650
STAN GRANBERG DIRECTOR 15
Director
$31,500 $0 $58,500
SCOTT LAMBERT DIRECTOR 15.00
Director
$16,667 $0 $16,667
Blair Bryan Director 20
Officer Director
$0 $0 $0
Mike O'Neal Director 25
Officer Director
$0 $0 $0
William Dismuke Director 3
Director
$0 $0 $0
Robin Maynard Director 6
Officer Director
$0 $0 $0
Alan B Bryan Director 5
Officer Director
$0 $0 $0
Dan Bouchelle Director 5
Director
$0 $0 $0
Fernando Nasmyth Director 2
Director
$0 $0 $0
Burt Nowers Director 3
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $510,671 $439,812 $3,047,271 $70,859
2024 $393,476 $345,901 $648,294 $47,575
2023 $656,260 $163,666 $600,597 $492,594
2022 $44,828 $58,427 $107,153 $-13,599
2021 $18,360 $59,633 $120,750 $-41,273
2020 $7,106 $41,853 $522,281 $-34,747
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