Civic Intelligence

Oakshire Homeowners Association

990EZ • Fiscal year 2020 • EIN 43-1665940

Jun 01, 2019 to May 31, 2020 • Filed on Aug 19, 2020

Organization Profile
1010 Industrial DrivePleasant Hill, MO 64080

(800) 705-1925

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-105%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

7.7%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$158,104

Down $38,791 (-20%) from 2019

Net Assets

Down

$158,104

Down $38,791 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Up

$37,699

Up $2,686 (+7.7%) from 2019

Expenses

Up

$77,338

Up $64,229 (+490%) from 2019

Net Income

Down

-$39,639

Down $61,543 (-281%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2020

Assets$158,104
Liabilities$0
Net Assets$158,104
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

2020

Revenue$37,699
Expenses$77,338
Net Income-$39,639
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 19, 2020
Return Version
2019v5.1
Gross Receipts
$37,699
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
PROVIDE SERVICES TO MAINTAIN THE COMMON GROUNDS OF THE HOMEOWNERS ASSOCIATION.-$13,109
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Filer

Filer Name
Oakshire Homeowners Association
EIN
43-1665940
Address
1010 INDUSTRIAL DRIVE, PLEASANT HILL, MO 64080

Signing Officer

Name
Pamela J Schleif
Title
President
Phone
8169872393
Signed
2020-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Meridian Tax & Accounting LLC
Address
1010 INDUSTRIAL DRIVE, PLEASANT HILL, MO 64080
Preparer
Kathryn R Griffin
Phone
8007051925
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountcounty lien filing fees 81computer expenses 108office supplies 91welcoming committee 83”

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

“Description amountprior period adjustment 848”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 16,140 8,667due from hoas 53,736 53,537neighorhood watch signs 194 193undeposited funds 0 1,025”

Raw XML Appendix105 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/BenefitsPaidToOrForMembersAmt074971
IRS990EZ/BooksInCareOfDetail/PersonNm0PAM SCHLEIF
IRS990EZ/BooksInCareOfDetail/PhoneNum08007051925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01626 NW 785TH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATES CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094682
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39639
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01640
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0158104
IRS990EZ/GrossReceiptsAmt037699
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0127
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037572
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158104
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158104
IRS990EZ/OccupancyRentUtltsAndMaintAmt0364
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/BOYAmt070070
IRS990EZ/OtherAssetsTotalDetail/EOYAmt063422
IRS990EZ/OtherChangesInNetAssetsAmt0848
IRS990EZ/OtherExpensesTotalAmt0363
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SERVICES TO MAINTAIN THE COMMON GROUNDS OF THE HOMEOWNERS ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013109
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077338
IRS990EZ/TotalProgramServiceExpensesAmt013109
IRS990EZ/TotalRevenueAmt037699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOUNTY LIEN FILING FEES 81COMPUTER EXPENSES 108OFFICE SUPPLIES 91WELCOMING COMMITTEE 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENT 848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 16,140 8,667DUE FROM HOAS 53,736 53,537NEIGHORHOOD WATCH SIGNS 194 193UNDEPOSITED FUNDS 0 1,025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA J SCHLEIF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08169872393
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKSHIRE HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0431665940
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 INDUSTRIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLEASANT HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064080
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C676E5688532C9D998C9FBA00704C8C598614F68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C676E5688532C9D998C9FBA00704C8C598614F68
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043273120202334msr2pg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.110.245
ReturnHeader/FilingSecurityInformation/IPDt02020-08-20
ReturnHeader/FilingSecurityInformation/IPTm017:37:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208115611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MERIDIAN TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 INDUSTRIAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064080
ReturnHeader/PreparerPersonGrp/PhoneNum08007051925
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN R GRIFFIN
ReturnHeader/ReturnTs02020-08-20T17:37:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$158,104
Liabilities
$0
Net assets
$158,104
Revenue
$37,699
Expenses
$77,338
Net income
-$39,639
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
2020Detailed filing. Detailed filing data is available for this year.$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