Civic Intelligence

S & R Heritage Inc

EIN 85-0610294 • Plymouth, MI

261 South Main StPlymouth, MI 48170
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

56th percentile

4.0%

Faster asset growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

490%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$952,070

Up $36,386 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$952,070

Up $36,386 (+4.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin80th percentile

Revenue

Up

$116,323

Up $96,613 (+490%) from 2023

Expenses

Up

$79,937

Up $24,766 (+45%) from 2023

Net Income

Up

$36,386

Up $71,847 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $910,465Liabilities 2020: $0Net Assets 2020: $910,4652020Assets 2021: $1,010,024Liabilities 2021: $0Net Assets 2021: $1,010,0242021Assets 2022: $830,421Liabilities 2022: $0Net Assets 2022: $830,4212022Assets 2023: $915,684Liabilities 2023: $0Net Assets 2023: $915,6842023Assets 2024: $952,070Liabilities 2024: $0Net Assets 2024: $952,0702024

Highlighted filing

2024

Assets$952,070
Liabilities$0
Net Assets$952,070
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $910,465Expenses 2020: $0Net Income 2020: $910,4652020Revenue 2021: $71,457Expenses 2021: $8,709Net Income 2021: $62,7482021Revenue 2022: $23,166Expenses 2022: $20,679Net Income 2022: $2,4872022Revenue 2023: $19,710Expenses 2023: $55,171Net Income 2023: -$35,4612023Revenue 2024: $116,323Expenses 2024: $79,937Net Income 2024: $36,3862024

Highlighted filing

2024

Revenue$116,323
Expenses$79,937
Net Income$36,386
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,070
Liabilities
$0
Net assets
$952,070
Revenue
$116,323
Expenses
$79,937
Net income
$36,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.12$0.08$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.02$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.07$0.01$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.91$0.00$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bebhin PiersaPresident-$0--
Meghan ThatcherSecretary-$0--
Michael PiersaTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Lens FoundationProgrammingPCMt Pleasant, SC, US$29,000
Paid GrantBee Well Serve WellProgrammingPCRochester, MI, US$16,000
Paid GrantMake-A-Wish South CarolinaProgrammingPCGreenville, SC, US$15,000
Paid GrantHoly Innocent Episcopal SchoolProgrammingPCAtlanta, GA, US$10,000
Filing and Contact Details

Filer

Filer Name
S&R Heritage
EIN
85-0610294
Phone
5139109919
Address
261 South Main St, Plymouth, MI 48170

Signing Officer

Name
Steve Alexandrowski
Title
Vice-President
Phone
5139109919
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Kent S Siegel PC
Address
3455 Fox Woods Ct, West Bloomfield, MI 48324
Preparer
Kent S Siegel
Phone
2485393344
Raw XML Appendix271 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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045980
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024020
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt043202
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024020
IRS990PF/UndistributedIncomeGrp/Taxable1Amt043202
IRS990PF/UndistributedIncomeGrp/Taxable2Amt039079
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024020
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt043202
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039079
TaxesSchedule/TaxesDetail/Amt0474
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Alexandrowski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum05139109919
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S&R Heritage
ReturnHeader/Filer/BusinessNameControlTxt0S&RH
ReturnHeader/Filer/EIN0850610294
ReturnHeader/Filer/PhoneNum05139109919
ReturnHeader/Filer/USAddress/AddressLine1Txt0261 South Main St
ReturnHeader/Filer/USAddress/CityNm0Plymouth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202923458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kent S Siegel PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03455 Fox Woods Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Bloomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048324
ReturnHeader/PreparerPersonGrp/PhoneNum02485393344
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kent S Siegel
ReturnHeader/ReturnTs02025-05-14T12:05:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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