Civic Intelligence

Heather Oaks Inc.

990 • Fiscal year 2021 • EIN 38-2964852

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 23, 2022

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

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.0%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-12%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$4,626

Down $596 (-11%) from 2020

Net Assets

Down

$3,817

Down $669 (-15%) from 2020

Liabilities

Up

$809

Up $73 (+9.9%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin33rd percentile

Revenue

Down

$62,830

Down $8,628 (-12%) from 2020

Expenses

Down

$63,482

Down $6,762 (-9.6%) from 2020

Net Income

Down

-$652

Down $1,866 (-154%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$4,626
Liabilities$809
Net Assets$3,817
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$62,830
Expenses$63,482
Net Income-$652
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 23, 2022
Return Version
2020v4.1
Gross Receipts
$62,830
Mission and Program Overview

Mission

Support and Counseling

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,486$4,470▼ $16
Cash and Non-Interest-Bearing Accounts$3,822$3,226▼ $596
Pledges and Grants Receivable$1,400$1,400→ $0
Cap Stk Tr Prin Current Funds-$-653-
Total Assets$5,222$4,626▼ $596
Liabilities
Accounts Payable and Accrued Expenses$736$809▲ $73
Total Liabilities$736$809▲ $73
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,486$3,817▼ $669
Total Liabilities and Net Assets / Fund Balance$5,222$4,626▼ $596
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Talena WoodallPresident
Steve ShemetulskisDirector
Amy KnorrSecretary
Bruce BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,830
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$-65
Change in Net Assets
$-652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$32,172
Other Expenses$31,310
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,826--$29,826
Occupancy$17,148--$17,148
Fees for Services Accounting$2,515--$2,515
Payroll Taxes$2,346--$2,346
Insurance$265--$265
Other Expenses$115--$115
Total Functional Expenses$63,482$0$0$63,482
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
Business relationship with 35% controlled entity
No
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
Director
Phone
5175460344
Signed
2022-06-23
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Spartan Tax Relief LLC
Address
5859 W SAGINAW HWY PMB 344, LANSING, MI 48917-2460
Preparer
Richard Smith Ea Ctrc
Phone
5175807141
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEMETULSKIS
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,626
Liabilities
$809
Net assets
$3,817
Revenue
$62,830
Expenses
$63,482
Net income
-$652
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits