Civic Intelligence

Heather Oaks Inc.

990 • Fiscal year 2016 • EIN 38-2964852

Oct 01, 2015 to Sep 30, 2016 • Filed on May 11, 2017

Organization ProfileN/A
6165 West Grand River AvenueBrighton, MI 48814

(517) 546-0344

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.04x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-0.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$2,025

Down $3,332 (-62%) from 2015

Net Assets

Down

$2,102

Down $2,657 (-56%) from 2015

Liabilities

Down

-$77

Down $675 (-113%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin43rd percentile

Revenue

Down

$69,305

Down $580 (-0.8%) from 2015

Expenses

Down

$69,122

Down $1,004 (-1.4%) from 2015

Net Income

Up

$183

Up $424 (+176%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KAssets 2011: $5,910Liabilities 2011: $580Net Assets 2011: $5,3302011Assets 2012: $4,250Liabilities 2012: $588Net Assets 2012: $3,6622012Assets 2013: $4,667Liabilities 2013: $750Net Assets 2013: $3,9172013Assets 2014: $5,857Liabilities 2014: $3,226Net Assets 2014: $2,6312014Assets 2015: $5,357Liabilities 2015: $598Net Assets 2015: $4,7592015Assets 2016: $2,025Liabilities 2016: -$77Net Assets 2016: $2,1022016Assets 2017: $4,741Liabilities 2017: $604Net Assets 2017: $4,1372017Assets 2018: $5,580Liabilities 2018: $839Net Assets 2018: $4,7412018Assets 2019: $5,246Liabilities 2019: $786Net Assets 2019: $4,4602019Assets 2020: $5,222Liabilities 2020: $736Net Assets 2020: $4,4862020Assets 2021: $4,626Liabilities 2021: $809Net Assets 2021: $3,8172021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $6,785Liabilities 2023: $5752023Assets 2025: $4,037Liabilities 2025: $151Net Assets 2025: $3,8862025

Highlighted filing

2016

Assets$2,025
Liabilities-$77
Net Assets$2,102
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $74,158Expenses 2011: $74,711Net Income 2011: -$5532011Revenue 2012: $67,545Expenses 2012: $69,213Net Income 2012: -$1,6682012Revenue 2013: $72,581Expenses 2013: $72,326Net Income 2013: $2552013Revenue 2014: $69,594Expenses 2014: $67,475Net Income 2014: $2,1192014Revenue 2015: $69,885Expenses 2015: $70,126Net Income 2015: -$2412015Revenue 2016: $69,305Expenses 2016: $69,122Net Income 2016: $1832016Revenue 2017: $69,228Expenses 2017: $69,298Net Income 2017: -$702017Revenue 2018: $69,437Expenses 2018: $70,232Net Income 2018: -$7952018Revenue 2019: $70,905Expenses 2019: $71,297Net Income 2019: -$3922019Revenue 2020: $71,458Expenses 2020: $70,244Net Income 2020: $1,2142020Revenue 2021: $62,830Expenses 2021: $63,482Net Income 2021: -$6522021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $67,345Expenses 2023: $67,547Net Income 2023: -$2022023Revenue 2025: $64,058Expenses 2025: $62,565Net Income 2025: $1,4932025

Highlighted filing

2016

Revenue$69,305
Expenses$69,122
Net Income$183
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$69,305
Mission and Program Overview

Mission

SUPPORT AND COUNSELING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,759$2,102▼ $2,657
Cash and Non-Interest-Bearing Accounts$3,957$2,025▼ $1,932
Prepaid Expenses and Deferred Charges$1,400--
Total Assets$5,357$2,025▼ $3,332
Liabilities
Accounts Payable and Accrued Expenses$598$-77▼ $675
Total Liabilities$598$-77▼ $675
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,759$2,102▼ $2,657
Total Liabilities and Net Assets / Fund Balance$5,357$2,025▼ $3,332
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jacquline CampbellPresident
Diana WalkerVice President
Amy KnorrSecretary
Bruce BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,305
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,638
Salaries, Compensation, and Employee Benefits$33,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,849$0$0$30,849
Occupancy$17,148$0$0$17,148
Payroll Taxes$2,635$0$0$2,635
Other Expenses$2,630$0$0$2,630
All Other Expenses$2,392$0$0$2,392
Fees for Services Accounting$2,295$0$0$2,295
Information Technology$1,907$0$0$1,907
Insurance$1,627$0$0$1,627
Travel$548$0$0$548
Office Expenses$183$0$0$183
Total Functional Expenses$69,122$0$0$69,122
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
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Heather Oaks Inc
EIN
38-2964852
Phone
5175460344
Address
6165 WEST GRAND RIVER AVENUE, BRIGHTON, MI 48814

Signing Officer

Name
Steve Shemetulskis
Title
Officer
Phone
5175460344
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen R Shemetulskis
Formed
1990
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
0

Preparer

Firm
Phoenix Advisors LLC
Address
120 N Washington Sq Ste 300 PMB 500, LANSING, MI 48933
Preparer
Andrew Schade
Phone
5174812223
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board of Directors & Officers review completed tax return.”

Pt VI, Line 12C

“Officers & Directors are required to disclose potential conflicts of themselves and their family members.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,025
Liabilities
-$77
Net assets
$2,102
Revenue
$69,305
Expenses
$69,122
Net income
$183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.04$0.15$3.89$64.1$62.6$1.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.79$0.58$67.3$67.5$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.81$3.82$62.8$63.5$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.74$4.49$71.5$70.2$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.79$4.46$70.9$71.3$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.84$4.74$69.4$70.2$0.80
2017Summary only. Only limited summary data is available for this year.$4.74$0.60$4.14$69.2$69.3$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.08$2.10$69.3$69.1$0.18
2015Summary only. Only limited summary data is available for this year.$5.36$0.60$4.76$69.9$70.1$0.24
2014Summary only. Only limited summary data is available for this year.$5.86$3.23$2.63$69.6$67.5$2.12
2013Summary only. Only limited summary data is available for this year.$4.67$0.75$3.92$72.6$72.3$0.26
2012Summary only. Only limited summary data is available for this year.$4.25$0.59$3.66$67.5$69.2$1.67
2011Summary only. Only limited summary data is available for this year.$5.91$0.58$5.33$74.2$74.7$0.55