Civic Intelligence

Heritage Holiday

EIN 75-2476494 • 501(c)6 • Odessa, TX

Profile

Heritage holiday's primary exempt purpose is to plan, promote and coordinate the annual lighted christmas parade during the christmas holidays to be held in the downtown area of odessa, tx. The purpose of this activity is to celebrate christmas and promote business in the downtown area.

3205 Bainbridge DrOdessa, TX 79762

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

7th percentile

-93%

Higher net margin than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2015

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.

501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $26,255 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $26,255 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$28,149

Up $5,367 (+24%) from 2014

Expenses

Up

$54,404

Up $40,715 (+297%) from 2014

Net Income

Down

-$26,255

Down $35,348 (-389%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $22,264Liabilities 2011: $02011Assets 2012: $17,464Net Assets 2012: $17,4642012Assets 2013: $17,162Liabilities 2013: $0Net Assets 2013: $17,1622013Assets 2014: $26,255Liabilities 2014: $0Net Assets 2014: $26,2552014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities-
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $14,733Expenses 2011: $19,363Net Income 2011: -$4,6302011Revenue 2012: $13,515Expenses 2012: $18,315Net Income 2012: -$4,8002012Revenue 2013: $17,786Expenses 2013: $18,088Net Income 2013: -$3022013Revenue 2014: $22,782Expenses 2014: $13,689Net Income 2014: $9,0932014Revenue 2015: $28,149Expenses 2015: $54,404Net Income 2015: -$26,2552015

Highlighted filing

2015

Revenue$28,149
Expenses$54,404
Net Income-$26,255
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$28,149
Expenses
$54,404
Net income
-$26,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$28.1$54.4$26.3
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$22.8$13.7$9.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.00$17.2$17.8$18.1$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$17.5$13.5$18.3$4.80
2011Summary only. Only limited summary data is available for this year.$22.3$0.00$14.7$19.4$4.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 11, 2016
Return Version
2014v6.0
Gross Receipts
$32,099
Mission and Program Overview

Mission

Heritage holiday's primary exempt purpose is to plan, promote and coordinate the annual lighted christmas parade during the christmas holidays to be held in the downtown area of odessa, tx. The purpose of this activity is to celebrate christmas and promote business in the downtown area.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION OPERATES THE ANNUAL LIGHTED CHRISTMAS PARADE ON THE FIRST SATURDAY OF DECEMBER.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE PATTONDirector-$0--
NANCY WELLSSecretary-$0--
KAY MCDOWELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Holiday
EIN
75-2476494
Address
3205 Bainbridge Dr, Odessa, TX 79762

Signing Officer

Name
Nancy Wells
Title
Secretary
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
T Jack Bain CPA Pc
Address
5101 Wayland Dr, Odessa, TX 79762
Preparer
Jack Bain CPA
Phone
4326178070
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Downtown Odessa, Inc | Donee's Address: PO Box 4398 Odessa, TX 79760 | Relationship of Donee: NONE | Cash Amount Given: $29577”

Other Expenses.1001

“Advertising and Promotion $19941”

Other Expenses.1002

“Office Expenses $397”

Other Expenses.1012

“Insurance $1270”

Other Expenses.1

“P O BOX FEE $113”

Other Expenses.2

“BANK CHARGES $90”

Raw XML Appendix132 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Nancy Wells
IRS990EZ/BooksInCareOfDetail/PhoneNum04326381831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03205 Bainbridge Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ODESSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd079762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026255
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029850
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26255
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03016
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026255
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt02240
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029577
IRS990EZ/GrossReceiptsAmt032099
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026255
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026255
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE PATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAY MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HERITAGE HOLIDAY'S PRIMARY EXEMPT PURPOSE IS TO PLAN, PROMOTE AND COORDINATE THE ANNUAL LIGHTED CHRISTMAS PARADE DURING THE CHRISTMAS HOLIDAYS TO BE HELD IN THE DOWNTOWN AREA OF ODESSA, TX. THE PURPOSE OF THIS ACTIVITY IS TO CELEBRATE CHRISTMAS AND PROMOTE BUSINESS IN THE DOWNTOWN AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION OPERATES THE ANNUAL LIGHTED CHRISTMAS PARADE ON THE FIRST SATURDAY OF DECEMBER.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03950
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1710
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054404
IRS990EZ/TotalRevenueAmt028149
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-11-10
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0141930655
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt029577
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO Box 4398
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Odessa
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd079760
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Downtown Odessa, Inc | Donee's Address: PO Box 4398 Odessa, TX 79760 | Relationship of Donee: NONE | Cash Amount Given: $29577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $19941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4P O BOX FEE $113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Holiday
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0752476494
ReturnHeader/Filer/USAddress/AddressLine1Txt03205 Bainbridge Dr
ReturnHeader/Filer/USAddress/CityNm0Odessa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T JACK BAIN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05101 Wayland Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Odessa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079762
ReturnHeader/PreparerPersonGrp/PhoneNum04326178070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack Bain CPA
ReturnHeader/ReturnTs02016-08-11T16:41:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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