Civic Intelligence

Osage Financial Resources Inc. an Oklahoma Non Profit Corporation

990 • Fiscal year 2016 • EIN 86-1066065

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 10, 2017

Organization Profile

View Organization Page

PO Box 839Pawhuska, OK 74056-0839

(918) 287-1989

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.06x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

75th percentile

13%

Higher net margin than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$59,412

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$5,350,508

Up $76,834 (+1.5%) from 2015

Net Assets

Up

$5,319,070

Up $68,268 (+1.3%) from 2015

Liabilities

Up

$31,438

Up $8,566 (+37%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Down

$507,130

Down $64,466 (-11%) from 2015

Expenses

Down

$438,864

Down $20,523 (-4.5%) from 2015

Net Income

Down

$68,266

Down $43,943 (-39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,118,127Liabilities 2010: $82,310Net Assets 2010: $4,035,8172010Assets 2011: $4,192,991Liabilities 2011: $154,899Net Assets 2011: $4,038,0922011Assets 2012: $4,113,984Liabilities 2012: $71,807Net Assets 2012: $4,042,1772012Assets 2013: $5,036,477Liabilities 2013: $511,079Net Assets 2013: $4,525,3982013Assets 2014: $5,339,242Liabilities 2014: $200,649Net Assets 2014: $5,138,5932014Assets 2015: $5,273,674Liabilities 2015: $22,872Net Assets 2015: $5,250,8022015Assets 2016: $5,350,508Liabilities 2016: $31,438Net Assets 2016: $5,319,0702016Assets 2017: $5,112,346Liabilities 2017: $32,784Net Assets 2017: $5,079,5622017Assets 2018: $4,917,343Liabilities 2018: $38,202Net Assets 2018: $4,879,1412018Assets 2019: $4,753,623Liabilities 2019: $26,907Net Assets 2019: $4,726,7162019Assets 2020: $4,556,512Liabilities 2020: $32,859Net Assets 2020: $4,523,6532020Assets 2021: $4,289,875Liabilities 2021: $23,729Net Assets 2021: $4,266,1462021Assets 2022: $4,036,584Liabilities 2022: $42,860Net Assets 2022: $3,993,7242022Assets 2023: $3,729,826Liabilities 2023: $38,788Net Assets 2023: $3,691,0382023Assets 2024: $3,494,495Liabilities 2024: $31,905Net Assets 2024: $3,462,5902024

Highlighted filing

2016

Assets$5,350,508
Liabilities$31,438
Net Assets$5,319,070
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $186,6622010Expenses 2011: $279,3292011Expenses 2012: $303,7272012Revenue 2013: $905,739Expenses 2013: $422,518Net Income 2013: $483,2212013Revenue 2014: $1,137,399Expenses 2014: $524,203Net Income 2014: $613,1962014Revenue 2015: $571,596Expenses 2015: $459,387Net Income 2015: $112,2092015Revenue 2016: $507,130Expenses 2016: $438,864Net Income 2016: $68,2662016Revenue 2017: $179,022Expenses 2017: $418,530Net Income 2017: -$239,5082017Revenue 2018: $234,605Expenses 2018: $435,026Net Income 2018: -$200,4212018Revenue 2019: $218,759Expenses 2019: $371,184Net Income 2019: -$152,4252019Revenue 2020: $251,750Expenses 2020: $454,813Net Income 2020: -$203,0632020Revenue 2021: $172,546Expenses 2021: $430,053Net Income 2021: -$257,5072021Revenue 2022: $149,090Expenses 2022: $421,512Net Income 2022: -$272,4222022Revenue 2023: $163,785Expenses 2023: $466,471Net Income 2023: -$302,6862023Revenue 2024: $183,522Expenses 2024: $411,970Net Income 2024: -$228,4482024

Highlighted filing

2016

Revenue$507,130
Expenses$438,864
Net Income$68,266
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$507,130
Mission and Program Overview

Mission

To alleviate poverty and revitalize rural communinties in osage county and ne oklahoma by providing loans for affordable housing deveopment and loans to increase and preserve homeonwership opportunities. To furnish homebuyers financial education for low & moderate incomes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,122,700$2,041,543▼ $81,157
Other Notes and Loans Receivable, Net$1,624,290$1,714,682▲ $90,392
Cash and Non-Interest-Bearing Accounts$709,305$1,111,744▲ $402,439
Pledges and Grants Receivable$250,000$350,000▲ $100,000
Accounts Receivable-$99,187-
Savings and Temporary Cash Investments$567,379$33,352▼ $534,027
Total Assets$5,273,674$5,350,508▲ $76,834
Liabilities
Other Liabilities$22,854$31,026▲ $8,172
Accounts Payable and Accrued Expenses$16$412▲ $396
Total Liabilities$22,870$31,438▲ $8,568
Net Assets / Fund Balance
Unrestricted Net Assets$4,650,804$4,969,070▲ $318,266
Temporarily Rstr Net Assets$600,000$350,000▼ $250,000
Total Net Assets Fund Balance$5,250,804$5,319,070▲ $68,266
Total Liabilities and Net Assets / Fund Balance$5,273,674$5,350,508▲ $76,834

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,726,154$444,141$2,170,295
Land$314,800-$314,800
Equipment$589$7,646$8,235
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseOtherTotal
Edward N ShawExecutive Director$54,710$4,702$59,412

Board Members and Trustees

NameTitle
Pam CarterChairman
Elizabeth RicketsDirector
Julia WilsonDirector
Sharon DamronSecretary
Wakon RedcornVice Chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$350,280
Program Service Revenue
$148,709
Investment Income
$8,141
Other Revenue
$0
Change in Net Assets
$68,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$507,130
Total Revenue per Audited Statements
$507,130
Total Revenue per Form 990
$507,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$248,164
Other Expenses$187,860
Grants and Similar Amounts Paid$2,840
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$140,405$50,000-$190,405
Depreciation Depletion$81,157--$81,157
Other Employee Benefits$25,975$7,031-$33,006
Occupancy$25,219--$25,219
Office Expenses$15,778$7,721-$23,499
Insurance$15,996--$15,996
Fees for Services Accounting-$15,650-$15,650
Payroll Taxes$11,233$4,000-$15,233
Fees for Services Other$10,507--$10,507
Pension Plan Contributions$7,020$2,500-$9,520
Travel$6,806--$6,806
Other Expenses$4,048--$4,048
Advertising$3,698--$3,698
Grants to Domestic Individuals$2,840--$2,840
Fees for Services Legal$1,280--$1,280
Total Functional Expenses$351,962$86,902$0$438,864

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$438,864
Total Expenses per Audited Statements$438,864
Total Expenses per Form 990$438,864
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
Escrow Liability$26,919
Security Deposits$4,107
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990 governing body review Part VI line 11

“Board presented 990 before signed and filed by executive director”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy is monitored through annual affirmation of policy by board members and periodic reviews of compensation agreements and other arrangements with organizations to reflect reasonable payments for goods and services and do not result in a benefit to directors. All officers and directors of the organization are covered by this policy and conflicts are determined at the board level. Any interested person may make a presentation to the board, but will not be permitted to vote or be present during the discussions.”

CEO executive director top management comp Part VI line 15A

“Salary surveys presented to bod for all hiring and pay changes and documented in meeting minutes.”

Other officer or key employee compensation Part VI line 15B

“Salary survey taken and presented to board for all hiring and comp issues and documented in meeting minutes”

Governing documents etc available to public Part VI line 19

“Form 990 and minutes of meetings are available to the public at the housing authority of the osage tribe of indians in oklahoma main office.”

Filing and Contact Details

Filer

Filer Name
Osage Financial Resources Inc
EIN
86-1066065
Address
PO BOX 839, PAWHUSKA, OK 74056-0839

Signing Officer

Name
Pam Carter
Title
Executive Direc
Phone
9182871989
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Carter
Formed
2004
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
6

Preparer

Firm
J D Carey CPA
Address
401 SOUTH WATER AVE, TAHLEQUAH, OK 74464
Preparer
J D Carey
Phone
9184566665
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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD PRESENTED 990 BEFORE SIGNED AND FILED BY EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH ANNUAL AFFIRMATION OF POLICY BY BOARD MEMBERS AND PERIODIC REVIEWS OF COMPENSATION AGREEMENTS AND OTHER ARRANGEMENTS WITH ORGANIZATIONS TO REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES AND DO NOT RESULT IN A BENEFIT TO DIRECTORS. ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE COVERED BY THIS POLICY AND CONFLICTS ARE DETERMINED AT THE BOARD LEVEL. ANY INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD, BUT WILL NOT BE PERMITTED TO VOTE OR BE PRESENT DURING THE DISCUSSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY SURVEYS PRESENTED TO BOD FOR ALL HIRING AND PAY CHANGES AND DOCUMENTED IN MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARY SURVEY TAKEN AND PRESENTED TO BOARD FOR ALL HIRING AND COMP ISSUES AND DOCUMENTED IN MEETING MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND MINUTES OF MEETINGS ARE AVAILABLE TO THE PUBLIC AT THE HOUSING AUTHORITY OF THE OSAGE TRIBE OF INDIANS IN OKLAHOMA MAIN OFFICE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731014926
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,350,508
Liabilities
$31,438
Net assets
$5,319,070
Revenue
$507,130
Expenses
$438,864
Net income
$68,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.03$3.46$0.18$0.41$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.04$3.69$0.16$0.47$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.04$3.99$0.15$0.42$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.02$4.27$0.17$0.43$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.03$4.52$0.25$0.45$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.03$4.73$0.22$0.37$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.04$4.88$0.23$0.44$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.03$5.08$0.18$0.42$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.35$0.03$5.32$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.27$0.02$5.25$0.57$0.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.20$5.14$1.14$0.52$0.61
2013Detailed filing. Detailed filing data is available for this year.$5.04$0.51$4.53$0.91$0.42$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.07$4.04$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.15$4.04$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.08$4.04$0.19