Civic Intelligence

Burroughs Manor Incorporated

990 • Fiscal year 2020 • EIN 73-1124865

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 24, 2021

398060 W 2200 RdBartlesville, OK 74006

(918) 333-2244

Siviq Scores

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

Liabilities / Assets

98th percentile

1.96x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

3.47x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

39th percentile

1.8%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

55th percentile

1.9%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$651,087

Up $11,495 (+1.8%) from 2019

Net Assets

Up

-$625,067

Up $1,496 (+0.2%) from 2019

Liabilities

Up

$1,276,154

Up $9,999 (+0.8%) from 2019

Revenue

Up

$367,600

Up $6,900 (+1.9%) from 2019

Expenses

Down

$366,104

Down $60,328 (-14%) from 2019

Net Income

Up

$1,496

Up $67,228 (+102%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $468,849Liabilities 2011: $895,286Net Assets 2011: -$426,4372011Assets 2012: $435,703Liabilities 2012: $851,839Net Assets 2012: -$416,1362012Assets 2013: $1,152,144Liabilities 2013: $1,568,240Net Assets 2013: -$416,0962013Assets 2014: $1,096,053Liabilities 2014: $1,543,297Net Assets 2014: -$447,2442014Assets 2015: $1,054,135Liabilities 2015: $1,518,578Net Assets 2015: -$464,4432015Assets 2016: $1,011,629Liabilities 2016: $1,497,953Net Assets 2016: -$486,3242016Assets 2017: $958,093Liabilities 2017: $1,475,236Net Assets 2017: -$517,1432017Assets 2018: $900,073Liabilities 2018: $1,460,904Net Assets 2018: -$560,8312018Assets 2019: $639,592Liabilities 2019: $1,266,155Net Assets 2019: -$626,5632019Assets 2020: $651,087Liabilities 2020: $1,276,154Net Assets 2020: -$625,0672020Assets 2021: $641,585Liabilities 2021: $1,228,521Net Assets 2021: -$586,9362021Assets 2022: $566,446Liabilities 2022: $1,194,079Net Assets 2022: -$627,6332022Assets 2023: $526,747Liabilities 2023: $1,164,247Net Assets 2023: -$637,5002023Assets 2024: $2,406,834Liabilities 2024: $2,952,729Net Assets 2024: -$545,8952024Assets 2025: $1,632,388Liabilities 2025: $2,371,350Net Assets 2025: -$738,9622025

Highlighted filing

2020

Assets$651,087
Liabilities$1,276,154
Net Assets-$625,067

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $359,925Expenses 2011: $370,122Net Income 2011: -$10,1972011Revenue 2012: $342,051Expenses 2012: $331,749Net Income 2012: $10,3022012Revenue 2013: $343,283Expenses 2013: $343,243Net Income 2013: $402013Revenue 2014: $335,334Expenses 2014: $366,481Net Income 2014: -$31,1472014Revenue 2015: $363,359Expenses 2015: $380,558Net Income 2015: -$17,1992015Revenue 2016: $370,322Expenses 2016: $390,679Net Income 2016: -$20,3572016Revenue 2017: $366,761Expenses 2017: $397,580Net Income 2017: -$30,8192017Revenue 2018: $373,312Expenses 2018: $417,001Net Income 2018: -$43,6892018Revenue 2019: $360,700Expenses 2019: $426,432Net Income 2019: -$65,7322019Revenue 2020: $367,600Expenses 2020: $366,104Net Income 2020: $1,4962020Revenue 2021: $389,708Expenses 2021: $351,577Net Income 2021: $38,1312021Revenue 2022: $400,003Expenses 2022: $440,700Net Income 2022: -$40,6972022Revenue 2023: $391,418Expenses 2023: $401,285Net Income 2023: -$9,8672023Revenue 2024: $479,164Expenses 2024: $387,559Net Income 2024: $91,6052024Revenue 2025: $148,281Expenses 2025: $341,348Net Income 2025: -$193,0672025

Highlighted filing

2020

Revenue$367,600
Expenses$366,104
Net Income$1,496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 24, 2021
Return Version
2020v4.0
Gross Receipts
$367,600
Mission and Program Overview

Mission

The 50-unit residential complex provides affordable housing for elderly residents residing in vinita, oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$372,991$352,998▼ $19,993
Cash and Non-Interest-Bearing Accounts$5,031$36,314▲ $31,283
Prepaid Expenses and Deferred Charges$12,367$15,166▲ $2,799
Accounts Receivable$1,851$509▼ $1,342
Total Assets$639,592$651,087▲ $11,495
Other Assets Total$247,352$246,100▼ $1,252
Liabilities
Other Liabilities$1,248,174$1,233,084▼ $15,090
Accounts Payable and Accrued Expenses$16,442$42,083▲ $25,641
Deferred Revenue$1,539$987▼ $552
Total Liabilities$1,266,155$1,276,154▲ $9,999
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-626,563$-625,067▲ $1,496
Total Net Assets Fund Balance$-626,563$-625,067▲ $1,496
Total Liabilities and Net Assets / Fund Balance$639,592$651,087▲ $11,495

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$315,906$1,147,726$1,463,632
Equipment$37,092$108,587$145,679
Other Assets Org$18,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim RatcliffPresident
Liz LoganMember
Joyce DishmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$367,248
Investment Income
$327
Other Revenue
$25
Change in Net Assets
$1,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$367,600
Total Revenue per Audited Statements
$367,600
Total Revenue per Form 990
$367,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$71,803--$71,803
All Other Expenses$48,016--$48,016
Depreciation Depletion$47,492--$47,492
Occupancy$30,412--$30,412
Insurance$13,630--$13,630
Office Expenses$10,769--$10,769
Other Expenses$10,591--$10,591
Fees for Services Accounting$4,800--$4,800
Advertising$1,231--$1,231
Total Functional Expenses$366,104$0$0$366,104

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$366,104
Total Expenses per Audited Statements$366,104
Total Expenses per Form 990$366,104
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$1,352,871
Current Portion of Long-term Debt$33,992
Tenant Security Deposits$13,913
Unamortized Debt Issuance Costs$-167,692
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Gorman management company bartlesville, ok

Form 990, Page 6, Part VI, Line 11B

Copy of the return and the audit are presented to the board at the same meeting.

Form 990, Page 6, Part VI, Line 19

Documents are available by electronic transmission or in-person review upon written request and advance notification.

Filing and Contact Details

Filer

Filer Name
Burroughs Manor Inc
EIN
73-1124865
Phone
9183332244
Address
398060 W 2200 RD, BARTLESVILLE, OK 74006

Signing Officer

Name
Tom Gorman
Title
Management Agent
Phone
9183332244
Signed
2021-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Ratcliff
Formed
1981
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Jim G Nichols
Phone
9183360008
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Mip insurance 6,306 0 0 security 5,288 0 0 contracts 5,209 0 0 auditing fees 5,000 0 0 misc. Administrative 4,856 0 0 supplies 4,747 0 0 exterminating 4,500 0 0 trash removal 4,432 0 0 non-profit add-on fees 3,600 0 0 tenant workshop expenses 1,248 0 0 misc. Taxes and insurance 847 0 0 d&o insurance 800 0 0 furniture & equip rental 565 0 0 bad debt expense 552 0 0 fidelity bond 66 0 0 total 48,016 0 0

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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/CurrentTaxYearMinus3YearsAmt0366760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0370323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01838695
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0315906
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01147726
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01463632
IRS990ScheduleD/EquipmentGrp/BookValueAmt037092
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108587
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0145679
IRS990ScheduleD/ExpensesSubtotalAmt0366104
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0163527
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt123502
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt221694
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt319377
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt418000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4INS, AUDIT FEES & CAPITAL NEEDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01352871
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt213913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3-167692
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CURRENT PORTION OF LONG-TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3UNAMORTIZED DEBT ISSUANCE COSTS
IRS990ScheduleD/RevenueSubtotalAmt0367600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0352998
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0246100
IRS990ScheduleD/TotalExpensesPerForm990Amt0366104
IRS990ScheduleD/TotalLiabilityAmt01233084
IRS990ScheduleD/TotalRevenuePerForm990Amt0367600
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0367600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0366104
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GORMAN MANAGEMENT COMPANY BARTLESVILLE, OK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF THE RETURN AND THE AUDIT ARE PRESENTED TO THE BOARD AT THE SAME MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE BY ELECTRONIC TRANSMISSION OR IN-PERSON REVIEW UPON WRITTEN REQUEST AND ADVANCE NOTIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MIP INSURANCE 6,306 0 0 SECURITY 5,288 0 0 CONTRACTS 5,209 0 0 AUDITING FEES 5,000 0 0 MISC. ADMINISTRATIVE 4,856 0 0 SUPPLIES 4,747 0 0 EXTERMINATING 4,500 0 0 TRASH REMOVAL 4,432 0 0 NON-PROFIT ADD-ON FEES 3,600 0 0 TENANT WORKSHOP EXPENSES 1,248 0 0 MISC. TAXES AND INSURANCE 847 0 0 D&O INSURANCE 800 0 0 FURNITURE & EQUIP RENTAL 565 0 0 BAD DEBT EXPENSE 552 0 0 FIDELITY BOND 66 0 0 TOTAL 48,016 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0639592
IRS990/TotalAssetsEOYAmt0651087
IRS990/TotalAssetsGrp/BOYAmt0639592
IRS990/TotalAssetsGrp/EOYAmt0651087
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0366104
IRS990/TotalFunctionalExpensesGrp/TotalAmt0366104
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01266155
IRS990/TotalLiabilitiesEOYAmt01276154
IRS990/TotalLiabilitiesGrp/BOYAmt01266155
IRS990/TotalLiabilitiesGrp/EOYAmt01276154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-626563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-625067
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0597
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0597
IRS990/TotalProgramServiceExpensesAmt0366104
IRS990/TotalProgramServiceRevenueAmt0367248
IRS990/TotalRevenueGrp/ExclusionAmt0327
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0367273
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0367600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0639592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651087
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM GORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183332244
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURROUGHS MANOR INC
ReturnHeader/Filer/BusinessNameControlTxt0BURR
ReturnHeader/Filer/EIN0731124865
ReturnHeader/Filer/PhoneNum09183332244
ReturnHeader/Filer/USAddress/AddressLine1Txt0398060 W 2200 RD
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471209122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM G NICHOLS
ReturnHeader/ReturnTs02021-03-24T13:08:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GORMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.63$2.37$0.74$0.15$0.34$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.41$2.95$0.55$0.48$0.39$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.53$1.16$0.64$0.39$0.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.57$1.19$0.63$0.40$0.44$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.64$1.23$0.59$0.39$0.35$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.65$1.28$0.63$0.37$0.37$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.64$1.27$0.63$0.36$0.43$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.90$1.46$0.56$0.37$0.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.96$1.48$0.52$0.37$0.40$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.01$1.50$0.49$0.37$0.39$0.02
2015Summary only. Only limited summary data is available for this year.$1.05$1.52$0.46$0.36$0.38$0.02
2014Summary only. Only limited summary data is available for this year.$1.10$1.54$0.45$0.34$0.37$0.03
2013Summary only. Only limited summary data is available for this year.$1.15$1.57$0.42$0.34$0.34$0.00
2012Summary only. Only limited summary data is available for this year.$0.44$0.85$0.42$0.34$0.33$0.01
2011Summary only. Only limited summary data is available for this year.$0.47$0.90$0.43$0.36$0.37$0.01