Civic Intelligence

Heal Inc.

990 • Fiscal year 2014 • EIN 20-5936421

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

PO Box 660827Birmingham, AL 35266

(205) 790-8287

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$270,873

Up $60,501 (+29%) from 2013

Net Assets

Down

$199,924

Down $10,448 (-5.0%) from 2013

Liabilities

Up

$70,949

Up $70,949 from 2013

Revenue

Up

$489,350

Up $84,617 (+21%) from 2013

Expenses

Up

$499,796

Up $45,094 (+9.9%) from 2013

Net Income

Up

-$10,446

Up $39,523 (+79%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $81,511Liabilities 2010: $0Net Assets 2010: $81,5112010Assets 2011: $61,219Liabilities 2011: $0Net Assets 2011: $61,2192011Assets 2012: $260,342Liabilities 2012: $0Net Assets 2012: $260,3422012Assets 2013: $210,372Liabilities 2013: $0Net Assets 2013: $210,3722013Assets 2014: $270,873Liabilities 2014: $70,949Net Assets 2014: $199,9242014Assets 2015: $525,932Liabilities 2015: $341Net Assets 2015: $525,5912015Assets 2016: $640,222Liabilities 2016: $4,048Net Assets 2016: $636,1742016Assets 2017: $683,689Liabilities 2017: $1,283Net Assets 2017: $682,4062017Assets 2018: $688,866Liabilities 2018: $5,379Net Assets 2018: $683,4872018Assets 2019: $886,115Liabilities 2019: $154,048Net Assets 2019: $732,0672019Assets 2020: $1,047,584Liabilities 2020: $179,400Net Assets 2020: $868,1842020Assets 2021: $1,111,907Liabilities 2021: $156,250Net Assets 2021: $955,6572021Assets 2022: $1,023,316Liabilities 2022: $187,500Net Assets 2022: $835,8162022Assets 2023: $1,067,624Liabilities 2023: $418,915Net Assets 2023: $648,7092023Assets 2024: $1,133,436Liabilities 2024: $487,281Net Assets 2024: $646,1552024

Highlighted filing

2014

Assets$270,873
Liabilities$70,949
Net Assets$199,924

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $90,495Expenses 2010: $83,443Net Income 2010: $7,0522010Revenue 2011: $46,863Expenses 2011: $67,155Net Income 2011: -$20,2922011Expenses 2012: $247,3882012Revenue 2013: $404,733Expenses 2013: $454,702Net Income 2013: -$49,9692013Revenue 2014: $489,350Expenses 2014: $499,796Net Income 2014: -$10,4462014Revenue 2015: $620,588Expenses 2015: $409,938Net Income 2015: $210,6502015Revenue 2016: $638,589Expenses 2016: $528,006Net Income 2016: $110,5832016Revenue 2017: $635,676Expenses 2017: $589,444Net Income 2017: $46,2322017Revenue 2018: $699,426Expenses 2018: $698,343Net Income 2018: $1,0832018Revenue 2019: $907,903Expenses 2019: $859,321Net Income 2019: $48,5822019Revenue 2020: $887,813Expenses 2020: $751,696Net Income 2020: $136,1172020Revenue 2021: $906,667Expenses 2021: $819,194Net Income 2021: $87,4732021Revenue 2022: $865,516Expenses 2022: $985,355Net Income 2022: -$119,8392022Revenue 2023: $1,039,025Expenses 2023: $1,226,132Net Income 2023: -$187,1072023Revenue 2024: $1,207,032Expenses 2024: $1,209,586Net Income 2024: -$2,5542024

Highlighted filing

2014

Revenue$489,350
Expenses$499,796
Net Income-$10,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Gross Receipts
$489,350
Mission and Program Overview

Mission

To provide for the development of educational materials and programs relating to healthy living, exercise, disease prevention, and sensible nutrition

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$205,538$261,859▲ $56,321
Land, Buildings, and Equipment, Net$4,834$9,014▲ $4,180
Total Assets$210,372$270,873▲ $60,501
Liabilities
Other Liabilities-$70,949-
Total Liabilities$0$70,949▲ $70,949
Net Assets / Fund Balance
Unrestricted Net Assets$210,372$199,924▼ $10,448
Total Net Assets Fund Balance$210,372$199,924▼ $10,448
Total Liabilities and Net Assets / Fund Balance$210,372$270,873▲ $60,501

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$5,051$258$5,309
Equipment$1,500$3,388$4,888
Other Land Buildings$2,463$928$3,391
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bobby HumphreyBoard Member
Christine BakerBoard Member
Christy SwaidBoard Member
Janice FarrBoard Member
Roy ClemBoard Member
Sharon SpencerBoard Member
Sherrie LemierBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$489,350
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$139,350
Change in Net Assets
$-10,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$489,350
Revenue Not Reported on Form 990
$400
Total Revenue per Audited Statements
$489,750
Total Revenue per Form 990
$489,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$445,691
Salaries, Compensation, and Employee Benefits$54,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$165,386$15,536-$180,922
Other Salaries and Wages$54,105--$54,105
Conferences and Meetings$33,316--$33,316
Other Expenses$28,602--$28,602
Fees for Services Legal$9,449--$9,449
Fees for Services Accounting-$8,792-$8,792
Occupancy-$4,603-$4,603
Insurance-$2,855-$2,855
Office Expenses-$2,014-$2,014
Total Functional Expenses$465,996$33,800$0$499,796

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$499,796
Expenses per Audited Statements$385,181
Total Expenses per Audited Statements$385,181
Expenses Not Reported on Financial Statements$114,615
Other Expense Adjustments$114,615
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligated Funds$54,153
Payroll Liabilities$16,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

Board members have access to draft tax returns and bank stateements for review upon request

Form 990, Page 6, Part VI, Line 19

A pdf electronic copy of the return will be provided to the public upon written request

Filing and Contact Details

Filer

Filer Name
Heal Inc
EIN
20-5936421
Phone
2057908287
Address
PO BOX 660827, BIRMINGHAM, AL 35266

Signing Officer

Name
Christy Swaid
Title
President
Phone
2057908287
Signed
2015-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Swaid
Formed
2006
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
30

Preparer

Firm
JACKSON HOWARD & WHATLEY CPA'S
Address
729 CHESTNUT STREET, BIRMINGHAM, AL 35216
Preparer
Michael J Jackson
Phone
2058222352
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Office space program 26,082 0 0 events & media production 20,000 0 0 assessment materials & eq 19,363 0 0 curriculum managers - nut 14,785 0 0 family education - heal a 12,968 0 0 motivational materials 12,810 0 0 new curriculum developmen 12,223 0 0 coordinator 2 10,000 0 0 program evaluator 10,000 0 0 curriculum modification 7,926 0 0 web resources 7,785 0 0 grant writing 0 6,115 0 materials storage 4,357 0 0 telephone 0 4,202 0 program personnel costs 3,564 0 0 computerav/assessment equ 1,798 0 0 motivational programming 1,525 0 0 repairs & maintanance 0 1,137 0 depreciation expense 0 1,123 0 postage 0 1,053 0 administrative staff 0 656 0 fundraising 0 420 0 bank charges 0 349 0 community service events 200 0 0 meals & entertainment 0 194 0 advertising & promotion 0 165 0 taxes & licences 0 122 0

Form 990, Part XI, Line 9

Contributions 400 obligated funds 54,153 prepaid expenses 60,462

Form 990, Part XI, Line 9

ROUNDING ADJUSTMENT 2

Financial Statement Notes

Schedule D, Page 3, Part X

The organization has implemented the accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. As of december 31, 2014, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Previous open tax years may be subject to examination by taxing authorities.

Schedule D, Page 4, Part XI, Line 2D

CONTRIBUTIONS 400

Schedule D, Page 4, Part XII, Line 4B

Obligated funds 54,153 prepaid expenses 60,462

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IRS990ScheduleD/RevenueSubtotalAmt0489350
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2014, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS 400
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OBLIGATED FUNDS 54,153 PREPAID EXPENSES 60,462
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09014
IRS990ScheduleD/TotalExpensesPerForm990Amt0499796
IRS990ScheduleD/TotalLiabilityAmt070949
IRS990ScheduleD/TotalRevenuePerForm990Amt0489350
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0489750
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0385181
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS HAVE ACCESS TO DRAFT TAX RETURNS AND BANK STATEEMENTS FOR REVIEW UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PDF ELECTRONIC COPY OF THE RETURN WILL BE PROVIDED TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SPACE PROGRAM 26,082 0 0 EVENTS & MEDIA PRODUCTION 20,000 0 0 ASSESSMENT MATERIALS & EQ 19,363 0 0 CURRICULUM MANAGERS - NUT 14,785 0 0 FAMILY EDUCATION - HEAL A 12,968 0 0 MOTIVATIONAL MATERIALS 12,810 0 0 NEW CURRICULUM DEVELOPMEN 12,223 0 0 COORDINATOR 2 10,000 0 0 PROGRAM EVALUATOR 10,000 0 0 CURRICULUM MODIFICATION 7,926 0 0 WEB RESOURCES 7,785 0 0 GRANT WRITING 0 6,115 0 MATERIALS STORAGE 4,357 0 0 TELEPHONE 0 4,202 0 PROGRAM PERSONNEL COSTS 3,564 0 0 COMPUTERAV/ASSESSMENT EQU 1,798 0 0 MOTIVATIONAL PROGRAMMING 1,525 0 0 REPAIRS & MAINTANANCE 0 1,137 0 DEPRECIATION EXPENSE 0 1,123 0 POSTAGE 0 1,053 0 ADMINISTRATIVE STAFF 0 656 0 FUNDRAISING 0 420 0 BANK CHARGES 0 349 0 COMMUNITY SERVICE EVENTS 200 0 0 MEALS & ENTERTAINMENT 0 194 0 ADVERTISING & PROMOTION 0 165 0 TAXES & LICENCES 0 122 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTIONS 400 OBLIGATED FUNDS 54,153 PREPAID EXPENSES 60,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING ADJUSTMENT 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0210372
IRS990/TotalAssetsEOYAmt0270873
IRS990/TotalAssetsGrp/BOYAmt0210372
IRS990/TotalAssetsGrp/EOYAmt0270873
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0489350
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033800
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0465996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0499796
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt070949
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt070949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0210372
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0199924
IRS990/TotalProgramServiceExpensesAmt0465996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489350
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0210372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0270873
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0210372
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0199924
IRS990/USAddress/AddressLine1Txt0PO BOX 660827
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035266
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.HEALALABAMA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY SWAID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02057908287
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEAL INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0205936421
ReturnHeader/Filer/PhoneNum02057908287
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 660827
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630916273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HOWARD & WHATLEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0729 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035216
ReturnHeader/PreparerPersonGrp/PhoneNum02058222352
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J JACKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T12:39:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.49$0.65$1.21$1.21$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.42$0.65$1.04$1.23$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.19$0.84$0.87$0.99$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.16$0.96$0.91$0.82$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.18$0.87$0.89$0.75$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.15$0.73$0.91$0.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.70$0.70$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.64$0.59$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.64$0.53$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.62$0.41$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.07$0.20$0.49$0.50$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.40$0.45$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.05$0.07$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.09$0.08$0.01