Civic Intelligence

Heather Oaks Inc.

990 • Fiscal year 2018 • EIN 38-2964852

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 15, 2019

Organization ProfileN/A
6159 West Grand River AvenueBrighton, MI 48114

(517) 481-2223

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$5,580

Up $839 (+18%) from 2017

Net Assets

Up

$4,741

Up $604 (+15%) from 2017

Liabilities

Up

$839

Up $235 (+39%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin38th percentile

Revenue

Up

$69,437

Up $209 (+0.3%) from 2017

Expenses

Up

$70,232

Up $934 (+1.3%) from 2017

Net Income

Down

-$795

Down $725 (-1036%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$5,580
Liabilities$839
Net Assets$4,741
Open 2018 Filing

Operations Trend

Revenue Growth49th 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

2018

Revenue$69,437
Expenses$70,232
Net Income-$795
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 15, 2019
Return Version
2017v2.2
Gross Receipts
$69,437
Mission and Program Overview

Mission

Support and Counseling

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,137$4,741▲ $604
Cash and Non-Interest-Bearing Accounts$4,741$4,180▼ $561
Pledges and Grants Receivable-$1,400-
Total Assets$4,741$5,580▲ $839
Liabilities
Accounts Payable and Accrued Expenses$604$839▲ $235
Total Liabilities$604$839▲ $235
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,137$4,741▲ $604
Total Liabilities and Net Assets / Fund Balance$4,741$5,580▲ $839
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$69,437
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,441
Salaries, Compensation, and Employee Benefits$33,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,252--$31,252
Occupancy$20,040--$20,040
Other Expenses$9,327--$9,327
Payroll Taxes$2,539--$2,539
Fees for Services Accounting$2,340--$2,340
Information Technology$2,190--$2,190
Insurance$1,095--$1,095
Office Expenses$295--$295
Travel$50--$50
Total Functional Expenses$70,232$0$0$70,232
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

Governance Explanations

Form 990 governing body review Part VI line 11

“Board of directors & officers review completed tax return.”

Conflict of interest policy compliance Part VI line 12C

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

Governing documents etc available to public Part VI line 19

“The financial statements are available to the public via their website.”

Filing and Contact Details

Filer

Filer Name
Heather Oaks Inc
EIN
38-2964852
Address
6159 WEST GRAND RIVER AVENUE, BRIGHTON, MI 48114

Signing Officer

Name
Steve Shemetulskis
Title
Officer
Phone
5175460344
Signed
2019-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Shemetulskis
Formed
1990
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Spartan Tax Relief LLC
Address
808 W LAKE LANSING RD STE 202, EAST LANSING, MI 48823
Preparer
Richard Smith
Phone
5175807141
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,580
Liabilities
$839
Net assets
$4,741
Revenue
$69,437
Expenses
$70,232
Net income
-$795
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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