Civic Intelligence

Ozark Housing Development Inc.

990 • Fiscal year 2020 • EIN 63-1151221

Apr 01, 2019 to Mar 31, 2020 • Filed on Apr 26, 2020

PO Box 1344Ozark, AL 36361

(334) 774-8210

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

48th percentile

5.3%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

51st percentile

7.0%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-9.5%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$367,006

Up $24,065 (+7.0%) from 2019

Net Assets

Up

$365,818

Up $27,213 (+8.0%) from 2019

Liabilities

Down

$1,188

Down $3,148 (-73%) from 2019

Revenue

Down

$511,498

Down $53,617 (-9.5%) from 2019

Expenses

Down

$484,285

Down $44,857 (-8.5%) from 2019

Net Income

Down

$27,213

Down $8,760 (-24%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $326,034Liabilities 2012: $3,669Net Assets 2012: $322,3652012Assets 2013: $318,904Liabilities 2013: $3,212Net Assets 2013: $315,6922013Assets 2014: $183,060Liabilities 2014: $3,275Net Assets 2014: $179,7852014Assets 2015: $189,170Liabilities 2015: $3,448Net Assets 2015: $185,7222015Assets 2016: $194,025Liabilities 2016: $3,610Net Assets 2016: $190,4152016Assets 2017: $264,037Liabilities 2017: $5,385Net Assets 2017: $258,6522017Assets 2018: $307,843Liabilities 2018: $4,348Net Assets 2018: $303,4952018Assets 2019: $342,941Liabilities 2019: $4,336Net Assets 2019: $338,6052019Assets 2020: $367,006Liabilities 2020: $1,188Net Assets 2020: $365,8182020Assets 2021: $328,904Liabilities 2021: $3,641Net Assets 2021: $325,2632021Assets 2022: $327,121Liabilities 2022: $3,494Net Assets 2022: $323,6272022Assets 2023: $362,599Liabilities 2023: $4,822Net Assets 2023: $357,7772023Assets 2024: $340,966Liabilities 2024: $5,019Net Assets 2024: $335,9472024Assets 2025: $393,187Liabilities 2025: $5,153Net Assets 2025: $388,0342025

Highlighted filing

2020

Assets$367,006
Liabilities$1,188
Net Assets$365,818

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $461,1852012Expenses 2013: $412,8252013Revenue 2014: $341,734Expenses 2014: $477,641Net Income 2014: -$135,9072014Revenue 2015: $367,723Expenses 2015: $361,786Net Income 2015: $5,9372015Revenue 2016: $404,317Expenses 2016: $399,624Net Income 2016: $4,6932016Revenue 2017: $555,194Expenses 2017: $486,957Net Income 2017: $68,2372017Revenue 2018: $546,933Expenses 2018: $501,388Net Income 2018: $45,5452018Revenue 2019: $565,115Expenses 2019: $529,142Net Income 2019: $35,9732019Revenue 2020: $511,498Expenses 2020: $484,285Net Income 2020: $27,2132020Revenue 2021: $457,963Expenses 2021: $498,518Net Income 2021: -$40,5552021Revenue 2022: $438,500Expenses 2022: $440,136Net Income 2022: -$1,6362022Revenue 2023: $592,876Expenses 2023: $558,725Net Income 2023: $34,1512023Revenue 2024: $582,852Expenses 2024: $604,731Net Income 2024: -$21,8792024Revenue 2025: $657,860Expenses 2025: $605,773Net Income 2025: $52,0872025

Highlighted filing

2020

Revenue$511,498
Expenses$484,285
Net Income$27,213
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Apr 26, 2020
Return Version
2019v5.0
Gross Receipts
$511,498
Mission and Program Overview

Mission

established to asist low to moderate income citizens achieve a higher standard of living and to assist public housing authorities achieve this goal for their residents

OHDI was established to assist low to moderate income citizens achieve a higher standard of living and to assist public housing agencies working to achieve this goal for the citizens they serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$338,605$365,818▲ $27,213
Cash and Non-Interest-Bearing Accounts$163,294$137,822▼ $25,472
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Savings and Temporary Cash Investments-$50,643-
Accounts Receivable$49,647$48,541▼ $1,106
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$342,941$367,006▲ $24,065
Liabilities
Accounts Payable and Accrued Expenses$4,336$1,188▼ $3,148
Total Liabilities$4,336$1,188▼ $3,148
Net Assets / Fund Balance
Total Net Assets Fund Balance$338,605$365,818▲ $27,213
Total Liabilities and Net Assets / Fund Balance$342,941$367,006▲ $24,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$130,000-$0
Equipment$0$14,784$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James FullerSecretary to the Board and InspectorFT$56,720$56,720
Vickie IbrahimTreasurerFT$29,887$29,887

Board Members and Trustees

NameTitle
Herman JacksonChairman of Board
Christopher PetersVice Chairman
Johnny CoxBoard Member
Keloth Anne ThompsonBoard Member
Mackie JordonBoard Member
Pat JacksonBoard Member
Winston JacksonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$510,855
Investment Income
$643
Other Revenue
$0
Change in Net Assets
$27,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$401,037
Other Expenses$83,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$285,466$0$0$285,466
Current Officers, Directors, Trustees, and Key Employees$86,607$0$0$86,607
Office Expenses$36,486$0$0$36,486
Insurance$31,066$0$0$31,066
Payroll Taxes$28,964$0$0$28,964
Advertising$9,671$0$0$9,671
Fees for Services Accounting$4,200$0$0$4,200
Travel$985$0$0$985
Occupancy$840$0$0$840
Total Functional Expenses$484,285$0$0$484,285
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
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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

Form 990 is available to the Board and general public upon request following the end of each fiscal year

Form 990, Part VI, Section B, Line 15

Staffing salaries are recommended by the Secretary to the Board then effective after approval by the Board of Directors

Form 990, Part VI, Section C, Line 19

All documentation considered public records are available upon request to the Secretary to the Board

Filing and Contact Details

Filer

Filer Name
Ozark Housing Development Inc
EIN
63-1151221
Phone
3347748210
Address
PO Box 1344, Ozark, AL 36361
Doing Business As
Ohdi

Signing Officer

Name
Carolyn Sutley
Title
Fee Accountant
Phone
3344470034
Signed
2020-04-26

Organization Details

Principal Officer
James Fuller
Formed
1995
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part VI, Line 1A

Land reported at cost

Schedule D, Part VI, Line 1D

Office equipment on record and fully depreciated

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0565115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0565115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0546933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0404317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0404317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02485797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt02485797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0565115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0565115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0546933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0404317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0404317
IRS990ScheduleA/Total509Grp/TotalAmt02485797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0565115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0565115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0546933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0404317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0404317
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02485797
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014784
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt014784
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Land reported at cost
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Office equipment on record and fully depreciated
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part VI, Line 1a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part VI, Line 1d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is available to the Board and general public upon request following the end of each fiscal year
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Staffing salaries are recommended by the Secretary to the Board then effective after approval by the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documentation considered public records are available upon request to the Secretary to the Board
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 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0342941
IRS990/TotalAssetsEOYAmt0367006
IRS990/TotalAssetsGrp/BOYAmt0342941
IRS990/TotalAssetsGrp/EOYAmt0367006
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0484285
IRS990/TotalFunctionalExpensesGrp/TotalAmt0484285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04336
IRS990/TotalLiabilitiesEOYAmt01188
IRS990/TotalLiabilitiesGrp/BOYAmt04336
IRS990/TotalLiabilitiesGrp/EOYAmt01188
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0338605
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0365818
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0484285
IRS990/TotalProgramServiceRevenueAmt0510855
IRS990/TotalReportableCompFromOrgAmt086607
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0511498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0511498
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0342941
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367006
IRS990/TotReportableCompRltdOrgAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.93$0.05$3.88$6.58$6.06$0.52
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.05$3.36$5.83$6.05$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.05$3.58$5.93$5.59$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.27$0.03$3.24$4.39$4.40$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.04$3.25$4.58$4.99$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.01$3.66$5.11$4.84$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.04$3.39$5.65$5.29$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.04$3.03$5.47$5.01$0.46
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.05$2.59$5.55$4.87$0.68
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.04$1.90$4.04$4.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$3.68$3.62$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.03$1.80$3.42$4.78$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.03$3.16$4.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.04$3.22$4.61