Ozark Housing Development INC FY2022 filing

Tax-deductible

Ozark, AL501(c)(3)Since 1995HousingEIN 63-1151221

established to asist low to moderate income citizens achieve a higher standard of living and to assist public housing authorities achieve this goal for their residents

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$85K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $4K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$85K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$438K
-4% vs prior year
Spent
$440K
To programs
100%
Net assets
$324K
By yearFY2021–FY2025
Revenue
$438K
FY2022▼ -4%
Revenue by fiscal year
FY2021$458K
FY2022$438K
FY2023$593K
FY2024$583K
FY2025$658K
FY2025$570K
Expenses
$440K
FY2022▼ -12%
Expenses by fiscal year
FY2021$499K
FY2022$440K
FY2023$559K
FY2024$605K
FY2025$606K
FY2025$578K
Net assets
$324K
FY2022▼ -0.5%
Net assets by fiscal year
FY2021$325K
FY2022$324K
FY2023$358K
FY2024$336K
FY2025$388K
FY2025$382K

From the FY2022 Form 990 (year ending March 2022) · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item COzark Housing Development INC
EINHdr · item D63-1151221
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMay 1997
Year of formationHdr · item L1995
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item COzark, AL
NTEE classificationIRS BMFHousing (L41Z)
WebsiteHdr · item Jwww.ohdi.net

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$440K
Total functional expensesLn 25$440K

Finances

Money in and out, what it owns and owes

Spent on programs
100%
of spending reaches programs
Months of spending covered by cash
3.5mo
months of spending covered by cash and easy-to-sell investments
Surplus or deficit
-0.4%
as % of revenue, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Total assets
$327K
FY2022▼ -0.5%
Total assets by fiscal year
FY2021$329K
FY2022$327K
FY2023$363K
FY2024$341K
FY2025$393K
FY2025$384K
Total liabilities
$3K
FY2022▼ -4%
Total liabilities by fiscal year
FY2021$4K
FY2022$3K
FY2023$5K
FY2024$5K
FY2025$5K
FY2025$2K
Revenue less expensesPt I · Ln 19−$2K
Total assetsPt X · Ln 16$327K
Spent on programsPt IX · col B100%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Balance Sheet

Part X · end of year
CashLn 1$129K
Total assetsLn 16$327K
Total liabilitiesLn 26$3K
Total net assetsLn 32$324K
Months of cash on handcomputed3.5

Statement of Revenue

Part VIII
Program service revenue100%$438K
Investment income$101
Total revenueLn 12$438K

Money in detail

Form 990 · FY2022 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $129K · Operating expenses/yr $440K
3.5 months
Where the money goes
Program services
Program services $440K · Total expenses $440K
100%
Management & General
Management & general $0 · Total expenses $440K
0%
Fundraising
Fundraising $0 · Total expenses $440K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $438K
0%
Government reliance
Government grants — · Total revenue $438K
—
Earned-income share
Program service revenue $438K · Total revenue $438K
100%
Investment reliance
Investment income $101 · Total revenue $438K
+0.02%
Program self-sufficiency
Program service revenue $438K · Total expenses $440K
100%
Growth & trend
Revenue change from last year
This year $438K · Prior year $458K
-4%
Net assets change over the year
End of year $324K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $438K · Expenses $440K
-0.4%
Debts compared to what it owns
Total liabilities — · Total assets $327K
—
Net assets compared to what it owns
Net assets $324K · Total assets $327K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $327K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual James Fuller · Reported title Secretary to the Board and Inspector · Highest reported compensation $53K · Total expenses $440K
12%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $356K · Total expenses $440K
81%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 100%——
Spent on management, % of spending 0%——
Revenue growth -4%——
Accounting fees, % of spending 1.0%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Secretary to the Board and Inspector
$52,820Pt VII · Sec A
$32,197Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Chairman of Board
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A

Lyndon Baker’s $60K as Director of Operations is at the 49th percentile of top reported officer pay among 852 $100K–1M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2025FY2024FY2023FY2022FY2021
Lyndon Baker$59,582$66,932$63,671———
James Fuller$36,414$43,448$41,886$58,855$52,820$52,168
Vickie Ibrahim—$34,554$33,422$28,057$32,197$30,119
Dana Toub$34,428—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ozark Housing Development INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Governance & Policies

Part VI
  • 7Voting board membersPt VI · Ln 1a
  • 7Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Helps low-income people and housing agencies improve living standards.

Provided by the organization

This section is blank until Ozark Housing Development INC claims this page.

Know this organization? Claim it to add your story

Mission & Programs · Part III

Where the work happens

1 program service account for $440K of program spending, described in the organization's own filed words · FY2021.
01

established to assist low to moderate income citizens achieve a higher standard of living and to assist public houisng authorities as they work to assist their residents achieve this goal

$440Kprogram expense

Run this program? Claim this org to tell your story

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 $658K$606K+13% 990 PDF
FY2024 $583K$605K-2% 990 PDF
FY2023 $593K$559K+35% 990 PDF
FY2022 Viewing $438K$440K-4% 990 PDF
FY2021 $458K$499K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2022

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $438,500 across 4 lines filed
Lines not itemized here account for $438,399 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeRelated to mission $101 · Unrelated business $0 · Excluded from tax $0$101
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $438,500 · Unrelated business $0 · Excluded from tax $0$438,500
Part IX · Statement of functional expenses $440,136 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $85,017 · Management $0 · Fundraising $0$85,017
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $245,091 · Management $0 · Fundraising $0$245,091
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $25,490 · Management $0 · Fundraising $0$25,490
IX-11c Accounting feesPrograms $4,200 · Management $0 · Fundraising $0$4,200
IX-12 Advertising and promotionPrograms $9,146 · Management $0 · Fundraising $0$9,146
IX-13 Office expensesPrograms $32,611 · Management $0 · Fundraising $0$32,611
IX-16 OccupancyPrograms $1,650 · Management $0 · Fundraising $0$1,650
IX-17 TravelPrograms $2,975 · Management $0 · Fundraising $0$2,975
IX-23 InsurancePrograms $31,227 · Management $0 · Fundraising $0$31,227
IX-24e All other expensesPrograms $2,729 · Management $0 · Fundraising $0$2,729
IX-25 Total functional expensesPrograms $440,136 · Management $0 · Fundraising $0$440,136
Part X · Balance sheet $327,121 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $81,337$78,198
X-2 Savings and temporary cash investmentsStart of year $50,960$51,061
X-4 Accounts receivableStart of year $66,607$61,786
X-9 Prepaid expenses and deferred charges$6,076
X-10c Land, buildings and equipment, netStart of year $130,000$130,000
X-16 Total assetsStart of year $328,904$327,121
X-17 Accounts payable and accrued expensesStart of year $3,641$3,494
X-26 Total liabilitiesStart of year $3,641$3,494
X-32 Total net assets or fund balancesStart of year $325,263$323,627
X-33 Total liabilities and net assetsStart of year $328,904$327,121
Part XI · Reconciliation of net assets $323,627 net assets at year end
XI-1 Total revenue$438,500
XI-2 Total expenses$440,136
XI-3 Revenue less expenses−$1,636
XI-4 Net assets at start of year$325,263
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$323,627

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

Similar organizations you could support

Closest in mission — by what they do
See all organizations like Ozark Housing Development INC →

Run this organization? Claim this page

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.