Civic Intelligence

The Heidi Group Inc.

990 • Fiscal year 2018 • EIN 74-2757919

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 23, 2019

Organization ProfileHEIDIGROUP.ORG
894 Summit Street No 108Round Rock, TX 78664

(512) 255-2088

Siviq Scores

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

Liabilities / Assets

100th percentile

5.75x

Higher debt load relative to assets than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.09x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

1st percentile

-86%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$54,576

Down $338,456 (-86%) from 2017

Net Assets

Down

-$259,204

Down $354,418 (-372%) from 2017

Liabilities

Up

$313,780

Up $15,962 (+5.4%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin20th percentile

Revenue

Up

$3,432,921

Up $480,537 (+16%) from 2017

Expenses

Up

$3,786,696

Up $968,788 (+34%) from 2017

Net Income

Down

-$353,775

Down $488,251 (-363%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $162,095Liabilities 2010: $140,496Net Assets 2010: $21,5992010Assets 2011: $154,222Liabilities 2011: $132,157Net Assets 2011: $22,0652011Assets 2012: $186,234Liabilities 2012: $214,866Net Assets 2012: -$28,6322012Assets 2013: $201,711Liabilities 2013: $244,345Net Assets 2013: -$42,6342013Assets 2014: $147,030Liabilities 2014: $231,367Net Assets 2014: -$84,3372014Assets 2015: $180,664Liabilities 2015: $219,487Net Assets 2015: -$38,8232015Assets 2016: $278,112Liabilities 2016: $470,198Net Assets 2016: -$192,0862016Assets 2017: $393,032Liabilities 2017: $297,818Net Assets 2017: $95,2142017Assets 2018: $54,576Liabilities 2018: $313,780Net Assets 2018: -$259,2042018Assets 2019: $47,354Liabilities 2019: $271,796Net Assets 2019: -$224,4422019Assets 2020: $109,761Liabilities 2020: $682,054Net Assets 2020: -$572,2932020Assets 2021: $37,196Liabilities 2021: $760,925Net Assets 2021: -$723,7292021Assets 2022: $29,057Liabilities 2022: $741,949Net Assets 2022: -$712,8922022Assets 2023: $25,333Liabilities 2023: $729,324Net Assets 2023: -$703,9912023Assets 2024: $91,908Liabilities 2024: $740,208Net Assets 2024: -$648,3002024

Highlighted filing

2018

Assets$54,576
Liabilities$313,780
Net Assets-$259,204
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $196,449Expenses 2010: $175,944Net Income 2010: $20,5052010Expenses 2011: $302,3582011Expenses 2012: $350,5512012Revenue 2013: $403,748Expenses 2013: $370,395Net Income 2013: $33,3532013Revenue 2014: $175,004Expenses 2014: $220,960Net Income 2014: -$45,9562014Revenue 2015: $186,904Expenses 2015: $193,736Net Income 2015: -$6,8322015Revenue 2016: $456,145Expenses 2016: $494,242Net Income 2016: -$38,0972016Revenue 2017: $2,952,384Expenses 2017: $2,817,908Net Income 2017: $134,4762017Revenue 2018: $3,432,921Expenses 2018: $3,786,696Net Income 2018: -$353,7752018Revenue 2019: $1,464,626Expenses 2019: $1,430,476Net Income 2019: $34,1502019Revenue 2020: $168,075Expenses 2020: $517,476Net Income 2020: -$349,4012020Revenue 2021: $234,224Expenses 2021: $385,660Net Income 2021: -$151,4362021Revenue 2022: $168,252Expenses 2022: $177,168Net Income 2022: -$8,9162022Revenue 2023: $81,595Expenses 2023: $72,694Net Income 2023: $8,9012023Revenue 2024: $159,326Expenses 2024: $103,635Net Income 2024: $55,6912024

Highlighted filing

2018

Revenue$3,432,921
Expenses$3,786,696
Net Income-$353,775
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$3,432,921
Mission and Program Overview

Mission

Health care for low-income women of texas

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$206,451$190,888▼ $15,563
Land, Buildings, and Equipment, Net$167,386$35,766▼ $131,620
Cash and Non-Interest-Bearing Accounts$218,446$12,200▼ $206,246
Prepaid Expenses and Deferred Charges$7,200$6,610▼ $590
Total Assets$393,032$54,576▼ $338,456
Liabilities
Accounts Payable and Accrued Expenses$33,605$74,914▲ $41,309
Mortgage Notes Payable Secured by Investment Property$57,762$47,978▼ $9,784
Total Liabilities$297,818$313,780▲ $15,962
Net Assets / Fund Balance
Unrestricted Net Assets$95,214$-259,204▼ $354,418
Total Net Assets Fund Balance$95,214$-259,204▼ $354,418
Total Liabilities and Net Assets / Fund Balance$393,032$54,576▼ $338,456

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$35,766$213,487$249,253
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Carol EverettExecutive DirectorFT$98,383$98,383

Board Members and Trustees

NameTitle
Jay MathisChairman
Katherine WinnifordDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,272,401
Program Service Revenue
$2,160,520
Investment Income
$0
Other Revenue
$0
All Other Contributions
$299,792
Change in Net Assets
$-353,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,109,083
Salaries, Compensation, and Employee Benefits$676,813
Total Fundraising Expense$49,199
Grants and Similar Amounts Paid$800
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$742,043-$742,043
Other Salaries and Wages$196,545$181,426-$377,971
Occupancy$118,569$118,568-$237,137
Office Expenses$170,100$18,888-$188,988
Other Employee Benefits$121,122$30,281-$151,403
Current Officers, Directors, Trustees, and Key Employees$110,579$36,860-$147,439
Depreciation Depletion-$84,320$49,199$133,519
Fees for Services Legal$33,626$33,626-$67,252
Other Expenses$54,758$63,296-$63,296
Fees for Services Accounting-$54,504-$54,504
All Other Expenses$27,595--$27,595
Insurance$8,062$9,853-$17,915
Travel$16,168$163-$16,331
Advertising$12,453--$12,453
Information Technology$7,002--$7,002
Grants to Domestic Orgs$800--$800
Conferences and Meetings$383--$383
Total Functional Expenses$2,327,163$1,410,334$49,199$3,786,696
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$206,451$190,888▼ $15,563
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
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

“Pt vi, line 11b: reviewed by executive director and circulated electronically to board.”

Form 990, Part VI, Section B, Line 15

“Pt vi, line 15a: regularly reviewed with other like organizations. Pt vi, line 15b: regularly reviewed with other like organizations.”

Form 990, Part VI, Section C, Line 18

“No documents are available to the public unless included in a filing that is publicly available.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public unless included in a filing that is publicly available.”

Filing and Contact Details

Filer

Filer Name
Heidi Group
EIN
74-2757919
Phone
5122552088
Address
894 SUMMIT STREET NO 108, ROUND ROCK, TX 78664

Signing Officer

Name
Carol Everett
Title
CEO
Phone
5122552088
Signed
2019-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Everett
Formed
1996
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
22
Volunteers
7

Preparer

Firm
Five Stone Tax Advisers LLC
Address
11211 TAYLOR DRAPER LANE STE 300, AUSTIN, TX 78759
Preparer
Mark Puzdrak CPA
Phone
5128335829
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other: program service expenses 0. Management and general expenses 742,043. Fundraising expenses 0. Total expenses 742,043.”

Raw XML Appendix390 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0456145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0186904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0225004
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07239691
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035766
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0213487
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0249253
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035766
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0190888
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0CAROL EVERETT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WOMEN'S CARE SUPPORT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0108048
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0190888
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PT VI, LINE 11B: REVIEWED BY EXECUTIVE DIRECTOR AND CIRCULATED ELECTRONICALLY TO BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PT VI, LINE 15A: REGULARLY REVIEWED WITH OTHER LIKE ORGANIZATIONS. PT VI, LINE 15B: REGULARLY REVIEWED WITH OTHER LIKE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC UNLESS INCLUDED IN A FILING THAT IS PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC UNLESS INCLUDED IN A FILING THAT IS PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 742,043. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 742,043.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0393032
IRS990/TotalAssetsEOYAmt054576
IRS990/TotalAssetsGrp/BOYAmt0393032
IRS990/TotalAssetsGrp/EOYAmt054576
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01272401
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt049199
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01410334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02327163
IRS990/TotalFunctionalExpensesGrp/TotalAmt03786696
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0297818
IRS990/TotalLiabilitiesEOYAmt0313780
IRS990/TotalLiabilitiesGrp/BOYAmt0297818
IRS990/TotalLiabilitiesGrp/EOYAmt0313780
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-259204
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02327163
IRS990/TotalProgramServiceRevenueAmt02160520
IRS990/TotalReportableCompFromOrgAmt098383
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02160520
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03432921
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0393032
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054576
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0163
IRS990/TravelGrp/ProgramServicesAmt016168
IRS990/TravelGrp/TotalAmt016331
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt095214
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-259204
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 CHISHOLM TRAIL 310
IRS990/USAddress/CityNm0ROUND ROCK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078681
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTP://HEIDIGROUP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL EVERETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05122552088
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIDI GROUP
ReturnHeader/Filer/BusinessNameControlTxt0HEID
ReturnHeader/Filer/EIN0742757919
ReturnHeader/Filer/PhoneNum05122552088
ReturnHeader/Filer/USAddress/AddressLine1Txt0894 SUMMIT STREET NO 108
ReturnHeader/Filer/USAddress/CityNm0ROUND ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078664
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FB09882EA1C0BFB0B0B7A114CF22FC67E37BFC6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.251.90.165
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:00:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461663051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIVE STONE TAX ADVISERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011211 TAYLOR DRAPER LANE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05128335829
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK PUZDRAK CPA
ReturnHeader/ReturnTs02019-09-12T06:38:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$54,576
Liabilities
$313,780
Net assets
-$259,204
Revenue
$3,432,921
Expenses
$3,786,696
Net income
-$353,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.74$0.65$0.16$0.10$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.73$0.70$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.74$0.71$0.17$0.18$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.76$0.72$0.23$0.39$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.68$0.57$0.17$0.52$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.27$0.22$1.46$1.43$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.31$0.26$3.43$3.79$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.30$0.10$2.95$2.82$0.13
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.47$0.19$0.46$0.49$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.22$0.04$0.19$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.23$0.08$0.18$0.22$0.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.24$0.04$0.40$0.37$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.21$0.03$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.13$0.02$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.14$0.02$0.20$0.18$0.02