Civic Intelligence

Oakshire Homeowners Association

990EZ • Fiscal year 2014 • EIN 43-1665940

Jun 01, 2013 to May 31, 2014 • Filed on Jul 21, 2014

1010 Industrial Drive64080

(800) 705-1925

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

99th percentile

91%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-4.9%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$144,125

Up $33,565 (+30%) from 2013

Net Assets

$144,125

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$31,102

Down $1,601 (-4.9%) from 2013

Expenses

Down

$2,863

Down $1,260 (-31%) from 2013

Net Income

Down

$28,239

Down $341 (-1.2%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $87,846Liabilities 2012: $6,198Net Assets 2012: $81,6482012Assets 2013: $110,560Liabilities 2013: $02013Assets 2014: $144,125Liabilities 2014: $0Net Assets 2014: $144,1252014Assets 2015: $99,162Liabilities 2015: $0Net Assets 2015: $99,1622015Assets 2016: $118,080Liabilities 2016: $0Net Assets 2016: $118,0802016Assets 2017: $143,163Liabilities 2017: $882017Assets 2018: $173,841Liabilities 2018: $0Net Assets 2018: $173,8412018Assets 2019: $196,895Liabilities 2019: $0Net Assets 2019: $196,8952019Assets 2020: $158,104Liabilities 2020: $0Net Assets 2020: $158,1042020Assets 2021: $179,208Liabilities 2021: $0Net Assets 2021: $179,2082021Assets 2022: $203,991Liabilities 2022: $02022Assets 2023: $211,376Liabilities 2023: $3,5662023Assets 2024: $125,551Liabilities 2024: $7742024Assets 2025: $167,589Liabilities 2025: $1,632Net Assets 2025: $165,9572025

Highlighted filing

2014

Assets$144,125
Liabilities$0
Net Assets$144,125

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $32,823Expenses 2012: $70,857Net Income 2012: -$38,0342012Revenue 2013: $32,703Expenses 2013: $4,123Net Income 2013: $28,5802013Revenue 2014: $31,102Expenses 2014: $2,863Net Income 2014: $28,2392014Revenue 2015: $35,098Expenses 2015: $81,933Net Income 2015: -$46,8352015Revenue 2016: $30,497Expenses 2016: $7,139Net Income 2016: $23,3582016Revenue 2017: $34,431Expenses 2017: $10,355Net Income 2017: $24,0762017Revenue 2018: $33,706Expenses 2018: $5,243Net Income 2018: $28,4632018Revenue 2019: $35,013Expenses 2019: $13,109Net Income 2019: $21,9042019Revenue 2020: $37,699Expenses 2020: $77,338Net Income 2020: -$39,6392020Revenue 2021: $37,421Expenses 2021: $16,988Net Income 2021: $20,4332021Revenue 2022: $42,206Expenses 2022: $17,679Net Income 2022: $24,5272022Revenue 2023: $37,831Expenses 2023: $34,409Net Income 2023: $3,4222023Revenue 2024: $38,380Expenses 2024: $123,762Net Income 2024: -$85,3822024Revenue 2025: $43,455Expenses 2025: $3,525Net Income 2025: $39,9302025

Highlighted filing

2014

Revenue$31,102
Expenses$2,863
Net Income$28,239
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jul 21, 2014
Return Version
2013v3.1
Gross Receipts
$31,102
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
PROVIDE SERVICES TO MAINTAIN THE COMMON GROUNDS OF THE HOMEOWNERS ASSOCIATION-$27,660
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM SCHLEIFPresidentPT$0--
Filing and Contact Details

Filer

EIN
43-1665940

Signing Officer

Name
Pam Schleif
Title
President
Phone
8007051925
Signed
2014-07-21
Discuss with paid preparer
Yes

Preparer

Preparer
Kathryn R Griffin Ea
Phone
8007051925
Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

Description amountprior period adjustments 5,326

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 2,006 12,350due from hoas 55,240 55,215neighorhood watch signs 194 194

Raw XML Appendix95 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01222
IRS990EZ/BooksInCareOfDetail/PersonNm0PAM SCHLEIF
IRS990EZ/BooksInCareOfDetail/PhoneNum08007051925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101626 NW 785TH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0BATES CITY
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode064011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028239
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01088
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144125
IRS990EZ/GrossReceiptsAmt031102
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0120
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030982
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110560
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110560
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144125
IRS990EZ/OccupancyRentUtltsAndMaintAmt0363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM SCHLEIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt057440
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067759
IRS990EZ/OtherChangesInNetAssetsAmt05326
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0190
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SERVICES TO MAINTAIN THE COMMON GROUNDS OF THE HOMEOWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027660
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02863
IRS990EZ/TotalProgramServiceExpensesAmt027660
IRS990EZ/TotalRevenueAmt031102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENTS 5,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 2,006 12,350DUE FROM HOAS 55,240 55,215NEIGHORHOOD WATCH SIGNS 194 194
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SCHLEIF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08007051925
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10OAKSHIRE HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0431665940
ReturnHeader/Filer/USAddress/AddressLine101010 INDUSTRIAL DRIVE
ReturnHeader/Filer/USAddress/City0PLEASANT HILL
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064080
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208115611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MERIDIAN TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101010 INDUSTRIAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode064080
ReturnHeader/PreparerPersonGrp/PhoneNum08007051925
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN R GRIFFIN EA
ReturnHeader/ReturnTs02014-08-12T14:21:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.02$1.66$0.43$0.04$0.40
2024Summary only. Only limited summary data is available for this year.$1.26$0.01$0.38$1.24$0.85
2023Summary only. Only limited summary data is available for this year.$2.11$0.04$0.38$0.34$0.03
2022Summary only. Only limited summary data is available for this year.$2.04$0.00$0.42$0.18$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.37$0.17$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.38$0.77$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.35$0.13$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.34$0.05$0.28
2017Summary only. Only limited summary data is available for this year.$1.43$0.00$0.34$0.10$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.30$0.07$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.35$0.82$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.31$0.03$0.28
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.33$0.04$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.06$0.82$0.33$0.71$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits