Civic Intelligence

Ami 2000 Housing Inc DBA Torrey Place II Apartments

990 • Fiscal year 2019 • EIN 73-1586019

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 20, 2020

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.13x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.4%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$431,004

Down $26,304 (-5.8%) from 2018

Net Assets

Down

$417,180

Down $31,216 (-7.0%) from 2018

Liabilities

Up

$13,824

Up $4,912 (+55%) from 2018

Revenue

Down

$108,020

Down $3,804 (-3.4%) from 2018

Expenses

Down

$139,236

Down $1,416 (-1.0%) from 2018

Net Income

Down

-$31,216

Down $2,388 (-8.3%) from 2018

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

2019

Assets$431,004
Liabilities$13,824
Net Assets$417,180

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

2019

Revenue$108,020
Expenses$139,236
Net Income-$31,216
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 20, 2020
Return Version
2019v5.0
Gross Receipts
$108,020
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$416,943$384,987▼ $31,956
Prepaid Expenses and Deferred Charges$4,554$4,532▼ $22
Cash and Non-Interest-Bearing Accounts$7,359$3,535▼ $3,824
Accounts Receivable$49$2▼ $47
Total Assets$457,308$431,004▼ $26,304
Other Assets Total$28,403$37,948▲ $9,545
Liabilities
Accounts Payable and Accrued Expenses$5,432$10,710▲ $5,278
Other Liabilities$3,151$3,075▼ $76
Deferred Revenue$329$39▼ $290
Total Liabilities$8,912$13,824▲ $4,912
Net Assets / Fund Balance
Net Assets With Donor Restrictions$928,300$928,300→ $0
Net Assets Without Donor Restrictions$-479,904$-511,120▼ $31,216
Total Net Assets Fund Balance$448,396$417,180▼ $31,216
Total Liabilities and Net Assets / Fund Balance$457,308$431,004▼ $26,304

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$312,196$544,076$856,272
Land$69,455-$69,455
Equipment$3,336$6,763$10,099
Other Assets Org$150--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Morris SalgePresident
Christina MartinMember
Fran SalihMember
Jennifer GlennMember
Jim BurkeMember
Susan CookMember
Toni HarjoSecretary
Don BurnVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$107,997
Investment Income
$23
Other Revenue
$0
Change in Net Assets
$-31,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$108,020
Total Revenue per Audited Statements
$108,020
Total Revenue per Form 990
$108,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,236
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$31,956--$31,956
All Other Expenses$21,445--$21,445
Occupancy$18,794--$18,794
Other Expenses$7,758--$7,758
Office Expenses$4,707--$4,707
Insurance$4,129--$4,129
Fees for Services Accounting$1,020--$1,020
Advertising$188--$188
Interest$2--$2
Total Functional Expenses$139,236$0$0$139,236

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$139,236
Total Expenses per Audited Statements$139,236
Total Expenses per Form 990$139,236
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$3,075
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 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
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
2020-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morris Salge
Formed
2000
Voting Board Members
8
Independent Board Members
8
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 6,000 0 0 supplies 2,582 0 0 security 2,519 0 0 replacement expense 2,189 0 0 exterminating 2,145 0 0 bad debts 1,602 0 0 misc administrative 1,509 0 0 directors and officers li 1,150 0 0 furniture & equip rental 1,084 0 0 non profit add on fees 408 0 0 misc taxes and insurance 134 0 0 snow removal 89 0 0 fidelity bond 34 0 0 total 21,445 0 0

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096925
IRS990ScheduleA/Total509Grp/TotalAmt0532916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0111824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0532978
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0312196
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0544076
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0856272
IRS990ScheduleD/EquipmentGrp/BookValueAmt03336
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06763
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010099
IRS990ScheduleD/ExpensesSubtotalAmt0139236
IRS990ScheduleD/LandGrp/BookValueAmt069455
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt069455
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt020511
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112371
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt23703
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31213
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/Amt03075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0108020
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0384987
IRS990ScheduleD/TotalBookValueOtherAssetsAmt037948
IRS990ScheduleD/TotalExpensesPerForm990Amt0139236
IRS990ScheduleD/TotalLiabilityAmt03075
IRS990ScheduleD/TotalRevenuePerForm990Amt0108020
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0108020
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139236
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 6,000 0 0 SUPPLIES 2,582 0 0 SECURITY 2,519 0 0 REPLACEMENT EXPENSE 2,189 0 0 EXTERMINATING 2,145 0 0 BAD DEBTS 1,602 0 0 MISC ADMINISTRATIVE 1,509 0 0 DIRECTORS AND OFFICERS LI 1,150 0 0 FURNITURE & EQUIP RENTAL 1,084 0 0 NON PROFIT ADD ON FEES 408 0 0 MISC TAXES AND INSURANCE 134 0 0 SNOW REMOVAL 89 0 0 FIDELITY BOND 34 0 0 TOTAL 21,445 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/TotalAssetsBOYAmt0457308
IRS990/TotalAssetsEOYAmt0431004
IRS990/TotalAssetsGrp/BOYAmt0457308
IRS990/TotalAssetsGrp/EOYAmt0431004
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139236
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08912
IRS990/TotalLiabilitiesEOYAmt013824
IRS990/TotalLiabilitiesGrp/BOYAmt08912
IRS990/TotalLiabilitiesGrp/EOYAmt013824
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0448396
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0417180
IRS990/TotalProgramServiceExpensesAmt0139236
IRS990/TotalProgramServiceRevenueAmt0107997
IRS990/TotalRevenueGrp/ExclusionAmt023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107997
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0457308
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0431004
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORRIS SALGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183368821
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-20
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/AtSubmissionCreationDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:24:26
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/PreparationDt02020-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02020-03-20T10:24:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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