Civic Intelligence

Ami 2000 Housing Inc DBA Torrey Place II Apartments

990 • Fiscal year 2017 • EIN 73-1586019

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$483,169

Down $34,608 (-6.7%) from 2016

Net Assets

Down

$477,224

Down $30,708 (-6.0%) from 2016

Liabilities

Down

$5,945

Down $3,900 (-40%) from 2016

Revenue

Up

$108,379

Up $560 (+0.5%) from 2016

Expenses

Up

$139,087

Up $13,130 (+10%) from 2016

Net Income

Down

-$30,708

Down $12,570 (-69%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $695,975Liabilities 2010: $11,723Net Assets 2010: $684,2522010Assets 2011: $671,159Liabilities 2011: $18,753Net Assets 2011: $652,4062011Assets 2012: $633,964Liabilities 2012: $20,257Net Assets 2012: $613,7072012Assets 2013: $611,009Liabilities 2013: $23,120Net Assets 2013: $587,8892013Assets 2014: $565,943Liabilities 2014: $11,784Net Assets 2014: $554,1592014Assets 2015: $536,123Liabilities 2015: $10,053Net Assets 2015: $526,0702015Assets 2016: $517,777Liabilities 2016: $9,845Net Assets 2016: $507,9322016Assets 2017: $483,169Liabilities 2017: $5,945Net Assets 2017: $477,2242017Assets 2018: $457,308Liabilities 2018: $8,912Net Assets 2018: $448,3962018Assets 2019: $431,004Liabilities 2019: $13,824Net Assets 2019: $417,1802019Assets 2020: $407,020Liabilities 2020: $10,578Net Assets 2020: $396,4422020Assets 2021: $380,559Liabilities 2021: $13,946Net Assets 2021: $366,6132021Assets 2022: $350,522Liabilities 2022: $21,170Net Assets 2022: $329,3522022Assets 2023: $314,672Liabilities 2023: $33,011Net Assets 2023: $281,6612023Assets 2024: $275,133Liabilities 2024: $30,602Net Assets 2024: $244,5312024Assets 2025: $246,224Liabilities 2025: $41,140Net Assets 2025: $205,0842025

Highlighted filing

2017

Assets$483,169
Liabilities$5,945
Net Assets$477,224

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $112,9282010Expenses 2011: $114,7032011Revenue 2012: $88,825Expenses 2012: $127,524Net Income 2012: -$38,6992012Revenue 2013: $110,342Expenses 2013: $136,160Net Income 2013: -$25,8182013Revenue 2014: $124,842Expenses 2014: $158,572Net Income 2014: -$33,7302014Revenue 2015: $96,925Expenses 2015: $125,014Net Income 2015: -$28,0892015Revenue 2016: $107,819Expenses 2016: $125,957Net Income 2016: -$18,1382016Revenue 2017: $108,379Expenses 2017: $139,087Net Income 2017: -$30,7082017Revenue 2018: $111,824Expenses 2018: $140,652Net Income 2018: -$28,8282018Revenue 2019: $108,020Expenses 2019: $139,236Net Income 2019: -$31,2162019Revenue 2020: $117,007Expenses 2020: $137,745Net Income 2020: -$20,7382020Revenue 2021: $112,535Expenses 2021: $142,364Net Income 2021: -$29,8292021Revenue 2022: $114,959Expenses 2022: $152,220Net Income 2022: -$37,2612022Revenue 2023: $119,178Expenses 2023: $166,869Net Income 2023: -$47,6912023Revenue 2024: $128,172Expenses 2024: $165,302Net Income 2024: -$37,1302024Revenue 2025: $147,717Expenses 2025: $187,164Net Income 2025: -$39,4472025

Highlighted filing

2017

Revenue$108,379
Expenses$139,087
Net Income-$30,708
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 15, 2018
Return Version
2017v2.3
Gross Receipts
$108,379
Mission and Program Overview

Mission

To provide affordable housing for the low income mentally ill of washington county, oklahoma

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$476,119$448,899▼ $27,220
Prepaid Expenses and Deferred Charges$4,786$4,545▼ $241
Cash and Non-Interest-Bearing Accounts$5,773$2,097▼ $3,676
Accounts Receivable$2,910$195▼ $2,715
Total Assets$517,777$483,169▼ $34,608
Other Assets Total$28,189$27,433▼ $756
Liabilities
Other Liabilities$3,041$3,020▼ $21
Accounts Payable and Accrued Expenses$6,262$2,331▼ $3,931
Deferred Revenue$542$594▲ $52
Total Liabilities$9,845$5,945▼ $3,900
Net Assets / Fund Balance
Temporarily Rstr Net Assets$928,300$928,300→ $0
Unrestricted Net Assets$-420,368$-451,076▼ $30,708
Total Net Assets Fund Balance$507,932$477,224▼ $30,708
Total Liabilities and Net Assets / Fund Balance$517,777$483,169▼ $34,608

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$374,372$481,900$856,272
Land$69,455-$69,455
Equipment$5,072$5,027$10,099
Other Assets Org$150--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Morris SalgePresident
Barbara HoffmanMember
Christina MartinMember
Evelyn FordMember
Fran SahilMember
Rod RamseyMember
Susan CookMember
Toni HarjoSecretary
Don BurnsVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,366
Investment Income
$13
Other Revenue
$0
Change in Net Assets
$-30,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$108,379
Total Revenue per Audited Statements
$108,379
Total Revenue per Form 990
$108,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,087
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$31,901--$31,901
All Other Expenses$24,342--$24,342
Occupancy$19,293--$19,293
Other Expenses$7,853--$7,853
Insurance$4,289--$4,289
Office Expenses$4,160--$4,160
Fees for Services Accounting$1,020--$1,020
Advertising$188--$188
Fees for Services Legal$50--$50
Conferences and Meetings$45--$45
Total Functional Expenses$139,087$0$0$139,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$139,087
Total Expenses per Audited Statements$139,087
Total Expenses per Form 990$139,087
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
Tenant Security Deposits$3,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Ami 2000 Housing Inc
EIN
73-1586019
Phone
9183332244
Address
398060 W 2200 RD, BARTLESVILLE, OK 74006

Signing Officer

Name
Morris Salge
Title
President
Phone
9183368821
Signed
2018-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morris Salge
Formed
2000
Voting Board Members
9
Independent Board Members
9
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

Auditing fees 5,775 0 0 supplies 3,623 0 0 misc administrative 3,176 0 0 replacement expense 3,164 0 0 security 2,611 0 0 bad debts 1,460 0 0 furniture & equip rental 1,326 0 0 exterminating 1,243 0 0 directors and officers li 1,150 0 0 non profit add on fees 408 0 0 misc taxes and insurance 216 0 0 trash removal 91 0 0 miscellaneous maintenance 69 0 0 fidelity bond 30 0 0 total 24,342 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/CurrentTaxYearMinus2YearsAmt096925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110342
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0548318
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0374372
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0481900
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0856272
IRS990ScheduleD/EquipmentGrp/BookValueAmt05072
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010099
IRS990ScheduleD/ExpensesSubtotalAmt0139087
IRS990ScheduleD/LandGrp/BookValueAmt069455
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt069455
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt018419
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14220
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt23433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31211
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4150
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INSURANCE & AUDIT FEE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4UTILITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0108379
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0448899
IRS990ScheduleD/TotalBookValueOtherAssetsAmt027433
IRS990ScheduleD/TotalExpensesPerForm990Amt0139087
IRS990ScheduleD/TotalLiabilityAmt03020
IRS990ScheduleD/TotalRevenuePerForm990Amt0108379
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0108379
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139087
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/ExplanationTxt3AUDITING FEES 5,775 0 0 SUPPLIES 3,623 0 0 MISC ADMINISTRATIVE 3,176 0 0 REPLACEMENT EXPENSE 3,164 0 0 SECURITY 2,611 0 0 BAD DEBTS 1,460 0 0 FURNITURE & EQUIP RENTAL 1,326 0 0 EXTERMINATING 1,243 0 0 DIRECTORS AND OFFICERS LI 1,150 0 0 NON PROFIT ADD ON FEES 408 0 0 MISC TAXES AND INSURANCE 216 0 0 TRASH REMOVAL 91 0 0 MISCELLANEOUS MAINTENANCE 69 0 0 FIDELITY BOND 30 0 0 TOTAL 24,342 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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0928300
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0928300
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0517777
IRS990/TotalAssetsEOYAmt0483169
IRS990/TotalAssetsGrp/BOYAmt0517777
IRS990/TotalAssetsGrp/EOYAmt0483169
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139087
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09845
IRS990/TotalLiabilitiesEOYAmt05945
IRS990/TotalLiabilitiesGrp/BOYAmt09845
IRS990/TotalLiabilitiesGrp/EOYAmt05945
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0507932
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0477224
IRS990/TotalProgramServiceExpensesAmt0139087
IRS990/TotalProgramServiceRevenueAmt0108366
IRS990/TotalRevenueGrp/ExclusionAmt013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108366
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108379
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517777
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0483169
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-420368
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-451076
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORRIS SALGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183368821
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMI 2000 HOUSING INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA TORREY PLACE II APARTMENTS
ReturnHeader/Filer/BusinessNameControlTxt0AMI2
ReturnHeader/Filer/EIN0731586019
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
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0679AEE731951ABB8C6DC16E3F044C99F2366BB8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:45:27
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/ReturnTs02018-04-15T15:45:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$2.46$0.41$2.05$1.48$1.87$0.39
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.31$2.45$1.28$1.65$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.33$2.82$1.19$1.67$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.21$3.29$1.15$1.52$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.81$0.14$3.67$1.13$1.42$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.11$3.96$1.17$1.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.14$4.17$1.08$1.39$0.31
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.09$4.48$1.12$1.41$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.06$4.77$1.08$1.39$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.10$5.08$1.08$1.26$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.10$5.26$0.97$1.25$0.28
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.12$5.54$1.25$1.59$0.34
2013Detailed filing. Detailed filing data is available for this year.$6.11$0.23$5.88$1.10$1.36$0.26
2012Summary only. Only limited summary data is available for this year.$6.34$0.20$6.14$0.89$1.28$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.71$0.19$6.52$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.12$6.84$1.13