Civic Intelligence

Osage Financial Resources Inc. an Oklahoma Non Profit Corporation

990 • Fiscal year 2020 • EIN 86-1066065

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 01, 2021

Organization Profile

View Organization Page

1825 E Main StPawhuska, OK 74056-2510

(918) 287-1989

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.13x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-81%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$65,198

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.1%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$4,556,512

Down $197,111 (-4.1%) from 2019

Net Assets

Down

$4,523,653

Down $203,063 (-4.3%) from 2019

Liabilities

Up

$32,859

Up $5,952 (+22%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin5th percentile

Revenue

Up

$251,750

Up $32,991 (+15%) from 2019

Expenses

Up

$454,813

Up $83,629 (+23%) from 2019

Net Income

Down

-$203,063

Down $50,638 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2020

Assets$4,556,512
Liabilities$32,859
Net Assets$4,523,653
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$251,750
Expenses$454,813
Net Income-$203,063
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 1, 2021
Return Version
2020v4.1
Gross Receipts
$251,750
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
Other Notes and Loans Receivable, Net$2,240,130$1,979,064▼ $261,066
Land, Buildings, and Equipment, Net$1,804,528$1,725,523▼ $79,005
Cash and Non-Interest-Bearing Accounts$480,124$629,727▲ $149,603
Accounts Receivable$191,712$216,814▲ $25,102
Savings and Temporary Cash Investments$34,027--
Investments Other Securities-$3,257-
Receivables From Officers Etc$3,102$2,127▼ $975
Total Assets$4,753,623$4,556,512▼ $197,111
Liabilities
Other Liabilities$26,907$32,859▲ $5,952
Total Liabilities$26,907$32,859▲ $5,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,726,716$4,523,653▼ $203,063
Total Net Assets Fund Balance$4,726,716$4,523,653▼ $203,063
Total Liabilities and Net Assets / Fund Balance$4,753,623$4,556,512▼ $197,111

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,410,723$759,572$2,170,295
Land$314,800-$314,800
Equipment-$8,235$8,235
Other Securities$3,257--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward N ShawExecutive DirectorFT$61,182$4,016$65,198

Board Members and Trustees

NameTitle
Pam CarterPast Chair
Elizabeth RicketsDirector at Large
Julia WilsonDirector at Large
Sharon DamronSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$70,000
Program Service Revenue
$181,556
Investment Income
$194
Other Revenue
$0
All Other Contributions
$7,500
Change in Net Assets
$-203,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$251,750
Total Revenue per Audited Statements
$251,750
Total Revenue per Form 990
$251,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,894
Salaries, Compensation, and Employee Benefits$185,908
Grants and Similar Amounts Paid$40,011
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$118,279$40,000-$158,279
Occupancy$80,475$8,942-$89,417
Depreciation Depletion$79,005--$79,005
Grants to Domestic Orgs$39,811--$39,811
Fees for Services Accounting-$16,500-$16,500
Payroll Taxes$10,231$3,460-$13,691
Insurance$13,504--$13,504
Pension Plan Contributions$10,227$2,480-$12,707
Fees for Services Legal$11,240--$11,240
Fees for Services Other$7,660--$7,660
Office Expenses$1,436$5,025-$6,461
Information Technology$3,321--$3,321
Other Employee Benefits$931$300-$1,231
Travel$863--$863
Other Expenses$673--$673
Grants to Domestic Individuals$200--$200
Total Functional Expenses$378,106$76,707$0$454,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$454,813
Total Expenses per Audited Statements$454,813
Total Expenses per Form 990$454,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stoneridge Estates LpPawhuska, OK-Housing Assistance Subsidy$39,811
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$3,102$2,127▼ $975
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Escrow Liability$24,666
Security Deposits$8,193
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 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
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
1825 E MAIN ST, PAWHUSKA, OK 74056-2510

Signing Officer

Name
Ed Shaw
Title
Executive Direc
Phone
9182871989
Signed
2021-09-01
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
5

Preparer

Firm
J D Carey CPA
Address
401 SOUTH WATER AVE, TAHLEQUAH, OK 74464
Preparer
J D Carey
Phone
9184566665
Raw XML AppendixShowing 400 of 457 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/BOYAmt0191712
IRS990/AccountsReceivableGrp/EOYAmt0216814
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt07500
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RHETA R HARRIS
IRS990/BooksInCareOfDetail/PhoneNum09182871989
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01825 E MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PAWHUSKA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0740562510
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0480124
IRS990/CashNonInterestBearingGrp/EOYAmt0629727
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt040000
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0118279
IRS990/CompDisqualPersonsGrp/TotalAmt0158279
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070000
IRS990/CYGrantsAndSimilarPaidAmt040011
IRS990/CYInvestmentIncomeAmt0194
IRS990/CYOtherExpensesAmt0228894
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0181556
IRS990/CYRevenuesLessExpensesAmt0-203063
IRS990/CYSalariesCompEmpBnftPaidAmt0185908
IRS990/CYTotalExpensesAmt0454813
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0251750
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt079005
IRS990/DepreciationDepletionGrp/TotalAmt079005
IRS990/Desc0CREATED AFFORDABLE HOUSING LOAN PROGRAMS TO PURCHASEHOUSING, TO REHABILITATE HOUSING, TO MAKE INFRASTRUCTUREIMPROVEMENTS AND TO ADDRESS CIVIC NEEDS. TO PROVIDE AFFORDABLE HOUSING FOR RESIDENTS OF THE COMMUNITY. PROVIDED FINANCIAL EDUCATION AND COUNSELING TO PEOPLE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0378106
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016500
IRS990/FeesForServicesAccountingGrp/TotalAmt016500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt011240
IRS990/FeesForServicesLegalGrp/TotalAmt011240
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07660
IRS990/FeesForServicesOtherGrp/TotalAmt07660
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt04016
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD N SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1SHARON DAMRON
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH RICKETS
IRS990/Form990PartVIISectionAGrp/PersonNm4PAM CARTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt061182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt062500
IRS990/GrantAmt040011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039811
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039811
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0251750
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03321
IRS990/InformationTechnologyGrp/TotalAmt03321
IRS990/InsuranceGrp/ProgramServicesAmt013504
IRS990/InsuranceGrp/TotalAmt013504
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0194
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03257
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0767807
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01804528
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01725523
IRS990/LandBldgEquipCostOrOtherBssAmt02493330
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04726716
IRS990/NetAssetsOrFundBalancesEOYAmt04523653
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04726716
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04523653
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08942
IRS990/OccupancyGrp/ProgramServicesAmt080475
IRS990/OccupancyGrp/TotalAmt089417
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05025
IRS990/OfficeExpensesGrp/ProgramServicesAmt01436
IRS990/OfficeExpensesGrp/TotalAmt06461
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0300
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0931
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01231
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1RE TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0250
IRS990/OtherExpensesGrp/ProgramServicesAmt1673
IRS990/OtherExpensesGrp/TotalAmt0250
IRS990/OtherExpensesGrp/TotalAmt1673
IRS990/OtherLiabilitiesGrp/BOYAmt026907
IRS990/OtherLiabilitiesGrp/EOYAmt032859
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02240130
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01979064
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03460
IRS990/PayrollTaxesGrp/ProgramServicesAmt010231
IRS990/PayrollTaxesGrp/TotalAmt013691
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02480
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010227
IRS990/PensionPlanContributionsGrp/TotalAmt012707
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0INT & FEES ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1111636
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1111636
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0875
IRS990/PYInvestmentIncomeAmt0294
IRS990/PYOtherExpensesAmt0196056
IRS990/PYProgramServiceRevenueAmt0203365
IRS990/PYRevenuesLessExpensesAmt0-152425
IRS990/PYSalariesCompEmpBnftPaidAmt0174253
IRS990/PYTotalExpensesAmt0371184
IRS990/PYTotalRevenueAmt0218759
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03102
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02127
IRS990/ReconcilationRevenueExpnssAmt0-203063
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0181556
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0501303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09010
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0880953
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97780
IRS990ScheduleA/PublicSupportPY170Pct00.98240
IRS990ScheduleA/PublicSupportTotal170Amt0499009
IRS990ScheduleA/SubstantialContributorsTotAmt02294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0350280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0501303
IRS990ScheduleA/TotalSupportAmt0510313
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01410723
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0759572
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02170295
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08235
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08235
IRS990ScheduleD/ExpensesSubtotalAmt0454813
IRS990ScheduleD/LandGrp/BookValueAmt0314800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0314800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESCROW LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03257
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt0251750
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01725523
IRS990ScheduleD/TotalBookValueSecuritiesAmt03257
IRS990ScheduleD/TotalExpensesPerForm990Amt0454813
IRS990ScheduleD/TotalLiabilityAmt032859
IRS990ScheduleD/TotalRevenuePerForm990Amt0251750
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0251750
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0454813
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt039811
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOUSING ASSISTANCE SUBSIDY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STONERIDGE ESTATES LP
IRS990ScheduleI/RecipientTable/RecipientEIN0202404539
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01825 E MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PAWHUSKA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074056
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAM CARTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PAST CHAIR
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02127
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HOME IMPROVEMENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ED SHAW
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0KEY EMPLOYEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt02127
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0STATE OF OKLA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOUSING AUTH OF OSAGE TRIBE OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731014926
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0STATE GOVERN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HSG TO LOW INCOME TRIBAL MBRS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt06
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 839
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PAWHUSKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074056
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04753623
IRS990/TotalAssetsEOYAmt04556512
IRS990/TotalAssetsGrp/BOYAmt04753623
IRS990/TotalAssetsGrp/EOYAmt04556512
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076707
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0378106
IRS990/TotalFunctionalExpensesGrp/TotalAmt0454813
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026907
IRS990/TotalLiabilitiesEOYAmt032859
IRS990/TotalLiabilitiesGrp/BOYAmt026907
IRS990/TotalLiabilitiesGrp/EOYAmt032859
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04726716

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,556,512
Liabilities
$32,859
Net assets
$4,523,653
Revenue
$251,750
Expenses
$454,813
Net income
-$203,063
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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