Civic Intelligence

Oakview Inc.

990PF • Fiscal year 2020 • EIN 35-1942794

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 25, 2020

Organization Profile
720 N Marr RoadColumbus, IN 47201

(812) 314-3420

Siviq Scores

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

Liabilities / Assets

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

8.4%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$530,016

Down $15,151 (-2.8%) from 2019

Net Assets

Down

$524,395

Down $11,133 (-2.1%) from 2019

Liabilities

Down

$5,621

Down $4,018 (-42%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin25th percentile

Revenue

Up

$79,485

Up $6,166 (+8.4%) from 2019

Expenses

Down

$90,618

Down $2,302 (-2.5%) from 2019

Net Income

Up

-$11,133

Up $8,468 (+43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2011: $696,559Liabilities 2011: $19,085Net Assets 2011: $677,4742011Assets 2012: $671,827Liabilities 2012: $9,041Net Assets 2012: $662,7862012Assets 2013: $657,646Liabilities 2013: $10,036Net Assets 2013: $647,6102013Assets 2014: $638,343Liabilities 2014: $9,981Net Assets 2014: $628,3622014Assets 2015: $614,790Liabilities 2015: $8,348Net Assets 2015: $606,4422015Assets 2016: $598,450Liabilities 2016: $8,646Net Assets 2016: $589,8042016Assets 2017: $583,230Liabilities 2017: $5,415Net Assets 2017: $577,8152017Assets 2018: $565,685Liabilities 2018: $10,556Net Assets 2018: $555,1292018Assets 2019: $545,167Liabilities 2019: $9,639Net Assets 2019: $535,5282019Assets 2020: $530,016Liabilities 2020: $5,621Net Assets 2020: $524,3952020Assets 2021: $530,672Liabilities 2021: $18,568Net Assets 2021: $512,1042021Assets 2022: $521,398Liabilities 2022: $23,825Net Assets 2022: $497,5732022Assets 2023: $506,489Liabilities 2023: $42,202Net Assets 2023: $464,2872023Assets 2024: $457,595Liabilities 2024: $21,361Net Assets 2024: $436,2342024

Highlighted filing

2020

Assets$530,016
Liabilities$5,621
Net Assets$524,395
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $82,8552011Expenses 2012: $88,3692012Expenses 2013: $85,6022013Revenue 2014: $68,805Expenses 2014: $88,053Net Income 2014: -$19,2482014Revenue 2015: $69,478Expenses 2015: $91,398Net Income 2015: -$21,9202015Revenue 2016: $72,423Expenses 2016: $89,061Net Income 2016: -$16,6382016Revenue 2017: $78,292Expenses 2017: $90,281Net Income 2017: -$11,9892017Revenue 2018: $78,531Expenses 2018: $101,209Net Income 2018: -$22,6782018Revenue 2019: $73,319Expenses 2019: $92,920Net Income 2019: -$19,6012019Revenue 2020: $79,485Expenses 2020: $90,618Net Income 2020: -$11,1332020Revenue 2021: $86,829Expenses 2021: $99,120Net Income 2021: -$12,2912021Revenue 2022: $82,676Expenses 2022: $97,207Net Income 2022: -$14,5312022Revenue 2023: $83,299Expenses 2023: $116,585Net Income 2023: -$33,2862023Revenue 2024: $107,327Expenses 2024: $135,380Net Income 2024: -$28,0532024

Highlighted filing

2020

Revenue$79,485
Expenses$90,618
Net Income-$11,133
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON LACOUSIEREPresident-$0--
DAN MCNEELYVice President-$0--
DAVID CARRICODirector-$0--
DEBRA CRUSERDirector-$0--
SUZANNE KOESELSecretary/Treas-$0--
STEPHANIE ESTELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oakview Inc
EIN
35-1942794
Phone
8123143420
Address
720 N MARR ROAD, COLUMBUS, IN 47201

Signing Officer

Name
Shannon Lacoursiere
Title
President
Phone
8123143420
Signed
2020-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Cna Tax Professionals Inc
Address
10475 CROSSPOINT BOULEVARD SUITE, 200, INDIANAPOLIS, IN 46256
Preparer
Shawn D Dreiman CPA
Phone
3178413393
Raw XML AppendixShowing 400 of 414 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt045535
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.800292
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUZANNE KOESEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0720 NORTH MARR ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08123143420
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION OWNS AND OPERATES A 15 UNIT APARTMENT PROPERTY FOR LOW-INCOME ELDERLY PERSONS OR VERY LOW-INCOME PERSONS WITH DISABILITIES PURSUANT TO SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. ITS PURPOSE IS TO PROMOTE THE WELFARE OF HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt055777
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02885
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038699
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0169941
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038699
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040916
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0169941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129025
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0US DEPT OF HOUSING AND URBAN DEV
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0451 7TH ST SW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020410
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt032668
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03968
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12860
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TENANT SECURITY DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1NET INTANGIBLE ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04290
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12722
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03889
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17952
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25478
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt32247
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4900
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt51348
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6-43801
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE RENT FREE UNIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6ALLOCATION TO CHARITABLE PURPOSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt643801
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03889
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32247
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt60
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1609
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LAUNDRY & VENDING REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1609
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03667
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TENANT SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03869
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON LACOURSIERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08123143420
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKVIEW INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKV
ReturnHeader/Filer/EIN0351942794
ReturnHeader/Filer/PhoneNum08123143420
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 N MARR ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7E2468FEC10A50D2C2BA2925DAF81A1B560F63E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7E2468FEC10A50D2C2BA2925DAF81A1B560F63E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.90.28.109
ReturnHeader/FilingSecurityInformation/IPDt02020-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm023:22:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352102008

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,016
Liabilities
$5,621
Net assets
$524,395
Revenue
$79,485
Expenses
$90,618
Net income
-$11,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.58$0.21$4.36$1.07$1.35$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.42$4.64$0.83$1.17$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.21$0.24$4.98$0.83$0.97$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.19$5.12$0.87$0.99$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.30$0.06$5.24$0.79$0.91$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.45$0.10$5.36$0.73$0.93$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.11$5.55$0.79$1.01$0.23
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.05$5.78$0.78$0.90$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.98$0.09$5.90$0.72$0.89$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.08$6.06$0.69$0.91$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.38$0.10$6.28$0.69$0.88$0.19
2013Detailed filing. Detailed filing data is available for this year.$6.58$0.10$6.48$0.86
2012Detailed filing. Detailed filing data is available for this year.$6.72$0.09$6.63$0.88
2011Detailed filing. Detailed filing data is available for this year.$6.97$0.19$6.77$0.83