Civic Intelligence

Civitan Homes Inc.

990 • Fiscal year 2017 • EIN 73-1581322

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 15, 2018

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

30th percentile

0.02x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.12x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.6%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,473,342

Down $62,527 (-4.1%) from 2016

Net Assets

Down

$1,448,458

Down $64,665 (-4.3%) from 2016

Liabilities

Up

$24,884

Up $2,138 (+9.4%) from 2016

Revenue

Up

$208,868

Up $3,225 (+1.6%) from 2016

Expenses

Up

$273,533

Up $7,562 (+2.8%) from 2016

Net Income

Down

-$64,665

Down $4,337 (-7.2%) from 2016

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$0Assets 2010: $2,004,902Liabilities 2010: $19,240Net Assets 2010: $1,985,6622010Assets 2011: $1,914,915Liabilities 2011: $21,273Net Assets 2011: $1,893,6422011Assets 2012: $1,826,677Liabilities 2012: $38,063Net Assets 2012: $1,788,6142012Assets 2013: $1,747,663Liabilities 2013: $28,082Net Assets 2013: $1,719,5812013Assets 2014: $1,665,923Liabilities 2014: $23,449Net Assets 2014: $1,642,4742014Assets 2015: $1,596,664Liabilities 2015: $23,213Net Assets 2015: $1,573,4512015Assets 2016: $1,535,869Liabilities 2016: $22,746Net Assets 2016: $1,513,1232016Assets 2017: $1,473,342Liabilities 2017: $24,884Net Assets 2017: $1,448,4582017Assets 2018: $1,389,719Liabilities 2018: $29,015Net Assets 2018: $1,360,7042018Assets 2019: $1,302,704Liabilities 2019: $24,034Net Assets 2019: $1,278,6702019Assets 2020: $1,255,174Liabilities 2020: $25,266Net Assets 2020: $1,229,9082020Assets 2021: $1,126,869Liabilities 2021: $33,251Net Assets 2021: $1,093,6182021Assets 2022: $1,014,880Liabilities 2022: $55,795Net Assets 2022: $959,0852022Assets 2023: $918,059Liabilities 2023: $78,214Net Assets 2023: $839,8452023Assets 2024: $834,849Liabilities 2024: $29,177Net Assets 2024: $805,6722024Assets 2025: $784,555Liabilities 2025: $30,610Net Assets 2025: $753,9452025

Highlighted filing

2017

Assets$1,473,342
Liabilities$24,884
Net Assets$1,448,458

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $267,2272010Expenses 2011: $264,4152011Revenue 2012: $172,880Expenses 2012: $277,907Net Income 2012: -$105,0272012Revenue 2013: $188,049Expenses 2013: $257,082Net Income 2013: -$69,0332013Revenue 2014: $188,225Expenses 2014: $265,332Net Income 2014: -$77,1072014Revenue 2015: $187,643Expenses 2015: $256,666Net Income 2015: -$69,0232015Revenue 2016: $205,643Expenses 2016: $265,971Net Income 2016: -$60,3282016Revenue 2017: $208,868Expenses 2017: $273,533Net Income 2017: -$64,6652017Revenue 2018: $216,255Expenses 2018: $304,009Net Income 2018: -$87,7542018Revenue 2019: $222,767Expenses 2019: $304,801Net Income 2019: -$82,0342019Revenue 2020: $245,512Expenses 2020: $294,274Net Income 2020: -$48,7622020Revenue 2021: $186,406Expenses 2021: $322,696Net Income 2021: -$136,2902021Revenue 2022: $225,094Expenses 2022: $359,627Net Income 2022: -$134,5332022Revenue 2023: $255,823Expenses 2023: $375,063Net Income 2023: -$119,2402023Revenue 2024: $355,541Expenses 2024: $389,714Net Income 2024: -$34,1732024Revenue 2025: $358,377Expenses 2025: $410,104Net Income 2025: -$51,7272025

Highlighted filing

2017

Revenue$208,868
Expenses$273,533
Net Income-$64,665
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 15, 2018
Return Version
2017v2.3
Gross Receipts
$208,868
Mission and Program Overview

Mission

The 47-unit residential apartment complex provides affordable housing for elderly, low-income residents in enid, oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,363,745$1,286,972▼ $76,773
Cash and Non-Interest-Bearing Accounts$5,424$12,299▲ $6,875
Prepaid Expenses and Deferred Charges$7,415$7,362▼ $53
Accounts Receivable$1,964$971▼ $993
Total Assets$1,535,869$1,473,342▼ $62,527
Other Assets Total$157,321$165,738▲ $8,417
Liabilities
Other Liabilities$15,059$15,174▲ $115
Accounts Payable and Accrued Expenses$7,304$9,566▲ $2,262
Deferred Revenue$383$144▼ $239
Total Liabilities$22,746$24,884▲ $2,138
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,544,900$2,544,900→ $0
Unrestricted Net Assets$-1,031,777$-1,096,442▼ $64,665
Total Net Assets Fund Balance$1,513,123$1,448,458▼ $64,665
Total Liabilities and Net Assets / Fund Balance$1,535,869$1,473,342▼ $62,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,068,201$1,268,451$2,336,652
Land$174,401-$174,401
Leasehold Improvements$41,901$44,322$86,223
Equipment$2,469$26,766$29,235
Other Land Buildings-$20,506$20,506
Other Assets Org$2,730--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David EckPresident
Dale SayreMember
Hw LongMember
James L DurheimMember
Jeff HooverMember
Kenneth WadeMember
Tom LavickyMember
Helen JohnsonSecretary
Don HughesTreasurer
Loretta Drennan-richeyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$208,147
Investment Income
$675
Other Revenue
$46
Change in Net Assets
$-64,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$208,868
Total Revenue per Audited Statements
$208,868
Total Revenue per Form 990
$208,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$273,533
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
Depreciation Depletion$88,309--$88,309
All Other Expenses$32,924--$32,924
Occupancy$25,568--$25,568
Insurance$11,220--$11,220
Office Expenses$8,588--$8,588
Other Expenses$8,475--$8,475
Fees for Services Accounting$2,820--$2,820
Advertising$690--$690
Interest$51--$51
Total Functional Expenses$273,533$0$0$273,533

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$273,533
Total Expenses per Audited Statements$273,533
Total Expenses per Form 990$273,533
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
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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
Civitan Homes Inc
EIN
73-1581322
Phone
9183332244
Address
398060 W 2200 RD, BARTLESVILLE, OK 74006

Signing Officer

Name
David Eck
Title
President
Phone
9183368821
Signed
2018-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Eck
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

Replacement expenses 7,027 0 0 auditing expense 5,775 0 0 misc. Administrative. Exp 4,570 0 0 trash removal 3,229 0 0 furniture & equipment ren 2,702 0 0 exterminating contract 2,494 0 0 bad debt expense 1,884 0 0 d&o insurance 1,551 0 0 non-profit add-on fee 1,128 0 0 misc.taxes, ins., permits 962 0 0 security - payroll/contra 828 0 0 snow removal 590 0 0 vehicle maintenance 69 0 0 fidelity bond insurance 52 0 0 misc maintenance expense 44 0 0 training & education 19 0 0 total 32,924 0 0

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188225
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01268451
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IRS990ScheduleD/EquipmentGrp/BookValueAmt02469
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026766
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029235
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt015174
IRS990ScheduleD/LandGrp/BookValueAmt0174401
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0174401
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INSURANCE & AUDIT-ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSIT-ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DEPOSITS
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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/ExplanationTxt3REPLACEMENT EXPENSES 7,027 0 0 AUDITING EXPENSE 5,775 0 0 MISC. ADMINISTRATIVE. EXP 4,570 0 0 TRASH REMOVAL 3,229 0 0 FURNITURE & EQUIPMENT REN 2,702 0 0 EXTERMINATING CONTRACT 2,494 0 0 BAD DEBT EXPENSE 1,884 0 0 D&O INSURANCE 1,551 0 0 NON-PROFIT ADD-ON FEE 1,128 0 0 MISC.TAXES, INS., PERMITS 962 0 0 SECURITY - PAYROLL/CONTRA 828 0 0 SNOW REMOVAL 590 0 0 VEHICLE MAINTENANCE 69 0 0 FIDELITY BOND INSURANCE 52 0 0 MISC MAINTENANCE EXPENSE 44 0 0 TRAINING & EDUCATION 19 0 0 TOTAL 32,924 0 0
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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
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt024884
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IRS990/TotalProgramServiceExpensesAmt0273533
IRS990/TotalProgramServiceRevenueAmt0208147
IRS990/TotalRevenueGrp/ExclusionAmt0675
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0208193
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208868
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01473342
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1031777
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1096442
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183368821
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIVITAN HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0CIVI
ReturnHeader/Filer/EIN0731581322
ReturnHeader/Filer/PhoneNum09183332244
ReturnHeader/Filer/USAddress/AddressLine1Txt0398060 W 2200 RD
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EAEF60479818725E5025E18C1E66B65AF0C8A52B
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:31:10
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/PreparationDt02018-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02018-04-15T15:31:10-05:00

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.$0.78$0.03$0.75$0.36$0.41$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.81$0.36$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.08$0.84$0.26$0.38$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.06$0.96$0.23$0.36$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.09$0.19$0.32$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$0.25$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.02$1.28$0.22$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.03$1.36$0.22$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$0.21$0.27$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.02$1.51$0.21$0.27$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.57$0.19$0.26$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.64$0.19$0.27$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.03$1.72$0.19$0.26$0.07
2012Summary only. Only limited summary data is available for this year.$1.83$0.04$1.79$0.17$0.28$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.02$1.89$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.02$1.99$0.27