Civic Intelligence

Great Heights Inc DBA Creative Wellness Institute

990 • Fiscal year 2018 • EIN 63-1129971

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

1116 23rd Street SouthBirmingham, AL 35205

(205) 933-5422

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

65th percentile

11%

Higher net margin than 65% 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

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$104,050

Up $24,254 (+30%) from 2017

Net Assets

Up

$104,050

Up $24,254 (+30%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$222,054

Up $44,638 (+25%) from 2017

Expenses

Up

$197,800

Up $3,212 (+1.7%) from 2017

Net Income

Up

$24,254

Up $41,426 (+241%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $54,748Liabilities 2010: $0Net Assets 2010: $54,7482010Assets 2011: $52,838Liabilities 2011: $0Net Assets 2011: $52,8382011Assets 2012: $68,592Liabilities 2012: $0Net Assets 2012: $68,5922012Assets 2013: $99,610Liabilities 2013: $0Net Assets 2013: $99,6102013Assets 2014: $69,267Liabilities 2014: $0Net Assets 2014: $69,2672014Assets 2015: $75,497Liabilities 2015: $0Net Assets 2015: $75,4972015Assets 2016: $96,968Liabilities 2016: $0Net Assets 2016: $96,9682016Assets 2017: $79,796Liabilities 2017: $0Net Assets 2017: $79,7962017Assets 2018: $104,050Liabilities 2018: $0Net Assets 2018: $104,0502018Assets 2019: $90,626Liabilities 2019: $0Net Assets 2019: $90,6262019Assets 2020: $111,875Liabilities 2020: $0Net Assets 2020: $111,8752020Assets 2021: $112,047Liabilities 2021: $0Net Assets 2021: $112,0472021Assets 2022: $123,643Liabilities 2022: $0Net Assets 2022: $123,6432022Assets 2023: $106,651Liabilities 2023: $0Net Assets 2023: $106,6512023Assets 2024: $99,434Liabilities 2024: $0Net Assets 2024: $99,4342024

Highlighted filing

2018

Assets$104,050
Liabilities$0
Net Assets$104,050

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $195,868Expenses 2010: $192,581Net Income 2010: $3,2872010Revenue 2011: $195,407Expenses 2011: $197,317Net Income 2011: -$1,9102011Revenue 2012: $196,209Expenses 2012: $180,455Net Income 2012: $15,7542012Revenue 2013: $220,606Expenses 2013: $189,588Net Income 2013: $31,0182013Revenue 2014: $181,647Expenses 2014: $211,990Net Income 2014: -$30,3432014Revenue 2015: $197,354Expenses 2015: $191,124Net Income 2015: $6,2302015Revenue 2016: $233,589Expenses 2016: $212,118Net Income 2016: $21,4712016Revenue 2017: $177,416Expenses 2017: $194,588Net Income 2017: -$17,1722017Revenue 2018: $222,054Expenses 2018: $197,800Net Income 2018: $24,2542018Revenue 2019: $194,874Expenses 2019: $208,298Net Income 2019: -$13,4242019Revenue 2020: $194,684Expenses 2020: $173,435Net Income 2020: $21,2492020Revenue 2021: $176,377Expenses 2021: $176,205Net Income 2021: $1722021Revenue 2022: $190,585Expenses 2022: $178,989Net Income 2022: $11,5962022Revenue 2023: $200,999Expenses 2023: $217,990Net Income 2023: -$16,9912023Revenue 2024: $199,972Expenses 2024: $207,189Net Income 2024: -$7,2172024

Highlighted filing

2018

Revenue$222,054
Expenses$197,800
Net Income$24,254
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$222,054
Mission and Program Overview

Mission

Creative wellness is an organization whose mission is to ensure women, adolescent girls, families, and couples have access to the highest quality of therapeutic services, support, and programs without financial barriers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$79,132$101,276▲ $22,144
Land, Buildings, and Equipment, Net$664$2,774▲ $2,110
Total Assets$79,796$104,050▲ $24,254
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$79,796$60,300▼ $19,496
Temporarily Rstr Net Assets-$43,750-
Total Net Assets Fund Balance$79,796$104,050▲ $24,254
Total Liabilities and Net Assets / Fund Balance$79,796$104,050▲ $24,254

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,774$9,760$12,534
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane JohnsonPresident
Jennifer GivenDirector
Kay KornmeierDirector
Meredith Titus-smithDirector
Susan ColvinDirector
Chuck WhetsellSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,825
Program Service Revenue
$149,141
Investment Income
$88
Other Revenue
$0
All Other Contributions
$72,825
Change in Net Assets
$24,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,800
Total Fundraising Expense$1,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$20,400$17,497-$37,897
Fees for Services Accounting-$6,070-$6,070
Insurance-$2,079-$2,079
All Other Expenses$725$945-$1,670
Other Expenses$1,533$4,300$1,755$1,533
Depreciation Depletion$335$135-$470
Total Functional Expenses$165,019$31,026$1,755$197,800
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 was provided to the organization's governing body before it was filed.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Great Heights Inc Dba
EIN
63-1129971
Phone
2059335422
Address
1116 23RD STREET SOUTH, BIRMINGHAM, AL 35205

Signing Officer

Name
Jane Johnson
Title
Executive Director
Phone
2059335422
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Laxer
Formed
1995
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
LAMAR & ASSOCIATES CPA'S
Address
700 27TH PLACE SO, BIRMINGHAM, AL 35233
Preparer
Josephine B Wills
Phone
2052511113
Raw XML Appendix336 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.

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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02059335422
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT HEIGHTS INC DBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CREATIVE WELLNESS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0631129971
ReturnHeader/Filer/PhoneNum02059335422
ReturnHeader/Filer/USAddress/AddressLine1Txt01116 23RD STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0957EE75C4A7E022F330C82FEDC707636B4D50D3E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0957EE75C4A7E022F330C82FEDC707636B4D50D3E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.129.147.114
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:26:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630732769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAMAR & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 27TH PLACE SO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035233
ReturnHeader/PreparerPersonGrp/PhoneNum02052511113
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPHINE B WILLS
ReturnHeader/ReturnTs02019-05-15T12:36:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.00$2.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$2.01$2.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.91$1.79$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.76$1.76$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.95$1.73$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.95$2.08$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$2.22$1.98$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.77$1.95$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$2.34$2.12$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.97$1.91$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.82$2.12$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.21$1.90$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$1.96$1.80$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.95$1.97$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$1.96$1.93$0.03