Civic Intelligence

27-4669996

EIN 27-4669996 • 501(c)3

Profile

NONE

5113 Gibson Street76210

www.heritageoaksschool.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$32,116

No earlier filing loaded for comparison.

Expenses

$32,109

No earlier filing loaded for comparison.

Net Income

$7

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$40K$30K$20K$10K$0Revenue 2014: $32,116Expenses 2014: $32,109Net Income 2014: $72014

Highlighted filing

2014

Revenue$32,116
Expenses$32,109
Net Income$7

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$32.1$32.1$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$32,116
Mission and Program Overview

Mission

NONE

To promote educational excellence in an academically challenging environment where a diverse student population feels confident and secure, and where individuals can develop to their highest potential. The nurturing environment of heritage oaks school encourages student intellectual, artistic, moral, and physical development and provides an opportunity for critical thinking and analysis while promoting creative and imaginative learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$198,663$0▼ $198,663
Rtn Earn Endowment Incm Other Fnds$122,166$0▼ $122,166
Pledges and Grants Receivable$50,000$0▼ $50,000
Cash and Non-Interest-Bearing Accounts$8,141$0▼ $8,141
Prepaid Expenses and Deferred Charges$200$0▼ $200
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$257,004$0▼ $257,004
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$87,094--
Other Liabilities$47,744$0▼ $47,744
Total Liabilities$134,838$0▼ $134,838
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,166$0▼ $122,166
Total Liabilities and Net Assets / Fund Balance$257,004$0▼ $257,004
Compensation and Service Providers

Board Members and Trustees

NameTitle
Trey WilkinsonChairman of Bd
Evan BerlinTrustee
Gretchen GillisTrustee
Michelle CoopwoodTrustee
Margaret McnuttHead of School
Barrett SidesSecretary
Brendan FieldingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,066
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$50
All Other Contributions
$32,066
Change in Net Assets
$7
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,926
Salaries, Compensation, and Employee Benefits$3,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$22,579-$22,579
Fees for Services Legal-$4,006-$4,006
Other Salaries and Wages-$2,957-$2,957
Interest-$649-$649
Insurance$250--$250
Payroll Taxes-$226-$226
Advertising$204--$204
Other Expenses$568$122-$122
Total Functional Expenses$1,022$31,087$0$32,109
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

NONE

Form 990, Part VI, Section B, Line 11

NONE

Form 990, Part VI, Section B, Line 12C

If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If the governing board of committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

The organization will keep correct and complete books and records of account of the activities and transactions of the organization including, a minute book which contains copies of the application for tax-exempt status (form 1023), a copy of the articles of incorporation, bylaws, and amendments. All books and records of the organization may be inspected by any trustee or his or her agent or attorney for any proper purpose at any reasonable time. All financial records of the organzation shall be available to the public for inspection and copying to the fullest extent required by law.

Filing and Contact Details

Filer

EIN
27-4669996
Phone
7134621848

Signing Officer

Name
Brendan Fielding
Title
Treasurer
Phone
2813784382
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trey Wilkinson
Formed
2011
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Brendan Fielding CPA
Phone
2813784382
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

On july 28, 2013 the school was closed and the corporation filed for bankruptcy protection. Pursuant to the bankruptcy proceedings, all assets were distributed to creditors and the corporation is in the process of being liquidated.

FORM 990, PART XI, LINE 9:

Final return adjustment -122,173.

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

On july 31, 2014, the organization ceased all operations, declared bankruptcy, distributed all of its assets to creditors and wound up all of its business affairs.

Raw XML Appendix394 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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IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON JULY 28, 2013 THE SCHOOL WAS CLOSED AND THE CORPORATION FILED FOR BANKRUPTCY PROTECTION. PURSUANT TO THE BANKRUPTCY PROCEEDINGS, ALL ASSETS WERE DISTRIBUTED TO CREDITORS AND THE CORPORATION IS IN THE PROCESS OF BEING LIQUIDATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE GOVERNING BOARD OF COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL KEEP CORRECT AND COMPLETE BOOKS AND RECORDS OF ACCOUNT OF THE ACTIVITIES AND TRANSACTIONS OF THE ORGANIZATION INCLUDING, A MINUTE BOOK WHICH CONTAINS COPIES OF THE APPLICATION FOR TAX-EXEMPT STATUS (FORM 1023), A COPY OF THE ARTICLES OF INCORPORATION, BYLAWS, AND AMENDMENTS. ALL BOOKS AND RECORDS OF THE ORGANIZATION MAY BE INSPECTED BY ANY TRUSTEE OR HIS OR HER AGENT OR ATTORNEY FOR ANY PROPER PURPOSE AT ANY REASONABLE TIME. ALL FINANCIAL RECORDS OF THE ORGANZATION SHALL BE AVAILABLE TO THE PUBLIC FOR INSPECTION AND COPYING TO THE FULLEST EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINAL RETURN ADJUSTMENT -122,173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ON JULY 31, 2014, THE ORGANIZATION CEASED ALL OPERATIONS, DECLARED BANKRUPTCY, DISTRIBUTED ALL OF ITS ASSETS TO CREDITORS AND WOUND UP ALL OF ITS BUSINESS AFFAIRS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0257004
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0257004
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032066
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01022
IRS990/TotalFunctionalExpensesGrp/TotalAmt032109
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134838
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0134838
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01022
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032116
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0257004
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105113 GIBSON STREET
IRS990/USAddress/City0HOUSTON
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode077007
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.HERITAGEOAKSSCHOOL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDAN FIELDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02813784382
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10HERITAGE OAKS SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0274669996
ReturnHeader/Filer/PhoneNum07134621848
ReturnHeader/Filer/USAddress/AddressLine105113 GIBSON STREET
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode076210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472747577
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PLUMLY FIELDING & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011702-B GRANT ROAD PMB 139
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077429
ReturnHeader/PreparerPersonGrp/PhoneNum02813784382
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDAN FIELDING CPA
ReturnHeader/ReturnTs02015-05-12T09:44:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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