Civic Intelligence

Saco Valley Credit Union

990 • Fiscal year 2019 • EIN 01-0203515

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 30, 2020

Organization ProfileWWW.SACOVALLEY.ORG

View Organization Page

PO Box 740 312 Main StSaco, ME 04072

(207) 282-6169

Siviq Scores

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

Liabilities / Assets

59th percentile

0.89x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

20.04x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$151,510

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

83rd percentile

8.7%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

8.5%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$128,364,010

Up $10,304,292 (+8.7%) from 2018

Net Assets

Up

$13,716,461

Up $975,597 (+7.7%) from 2018

Liabilities

Up

$114,647,549

Up $9,328,695 (+8.9%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin70th percentile

Revenue

Up

$5,720,779

Up $447,211 (+8.5%) from 2018

Expenses

Up

$4,686,405

Up $394,256 (+9.2%) from 2018

Net Income

Up

$1,034,374

Up $52,955 (+5.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200M$150M$100M$50M$0Assets 2010: $84,649,017Liabilities 2010: $77,337,447Net Assets 2010: $7,311,5702010Assets 2011: $88,481,543Liabilities 2011: $80,867,313Net Assets 2011: $7,614,2302011Assets 2012: $96,418,516Liabilities 2012: $88,398,685Net Assets 2012: $8,019,8312012Assets 2013: $96,719,702Liabilities 2013: $87,891,889Net Assets 2013: $8,827,8132013Assets 2014: $98,942,425Liabilities 2014: $89,363,042Net Assets 2014: $9,579,3832014Assets 2015: $104,061,193Liabilities 2015: $93,774,481Net Assets 2015: $10,286,7122015Assets 2016: $108,734,851Liabilities 2016: $97,675,566Net Assets 2016: $11,059,2852016Assets 2017: $113,278,984Liabilities 2017: $101,475,871Net Assets 2017: $11,803,1132017Assets 2018: $118,059,718Liabilities 2018: $105,318,854Net Assets 2018: $12,740,8642018Assets 2019: $128,364,010Liabilities 2019: $114,647,549Net Assets 2019: $13,716,4612019Assets 2020: $144,340,540Liabilities 2020: $130,130,376Net Assets 2020: $14,210,1642020Assets 2021: $163,723,218Liabilities 2021: $148,978,342Net Assets 2021: $14,744,8762021Assets 2022: $167,112,274Liabilities 2022: $151,390,308Net Assets 2022: $15,721,9662022Assets 2023: $171,420,491Liabilities 2023: $154,156,228Net Assets 2023: $17,264,2632023Assets 2024: $182,747,094Liabilities 2024: $164,185,294Net Assets 2024: $18,561,8002024

Highlighted filing

2019

Assets$128,364,010
Liabilities$114,647,549
Net Assets$13,716,461
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0Expenses 2010: $4,329,8032010Revenue 2011: $4,789,091Expenses 2011: $4,356,186Net Income 2011: $432,9052011Expenses 2012: $4,189,7052012Revenue 2013: $4,527,006Expenses 2013: $3,884,995Net Income 2013: $642,0112013Revenue 2014: $4,594,599Expenses 2014: $3,636,389Net Income 2014: $958,2102014Revenue 2015: $4,536,416Expenses 2015: $3,740,837Net Income 2015: $795,5792015Revenue 2016: $4,624,483Expenses 2016: $3,912,310Net Income 2016: $712,1732016Revenue 2017: $4,774,250Expenses 2017: $4,048,549Net Income 2017: $725,7012017Revenue 2018: $5,273,568Expenses 2018: $4,292,149Net Income 2018: $981,4192018Revenue 2019: $5,720,779Expenses 2019: $4,686,405Net Income 2019: $1,034,3742019Revenue 2020: $4,992,918Expenses 2020: $4,886,350Net Income 2020: $106,5682020Revenue 2021: $5,439,528Expenses 2021: $4,904,816Net Income 2021: $534,7122021Revenue 2022: $6,289,921Expenses 2022: $5,312,831Net Income 2022: $977,0902022Revenue 2023: $8,151,514Expenses 2023: $6,609,217Net Income 2023: $1,542,2972023Revenue 2024: $9,653,436Expenses 2024: $8,355,899Net Income 2024: $1,297,5372024

Highlighted filing

2019

Revenue$5,720,779
Expenses$4,686,405
Net Income$1,034,374
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.1
Gross Receipts
$5,746,496
Mission and Program Overview

Mission

Provide members with savings and loan services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$86,911,483$99,397,154▲ $12,485,671
Savings and Temporary Cash Investments$26,259,726$23,842,736▼ $2,416,990
Rtn Earn Endowment Incm Other Fnds$12,740,864$13,716,461▲ $975,597
Land, Buildings, and Equipment, Net$2,169,294$2,184,831▲ $15,537
Cash and Non-Interest-Bearing Accounts$1,273,575$1,439,636▲ $166,061
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$118,059,718$128,364,010▲ $10,304,292
Other Assets Total$1,445,640$1,499,653▲ $54,013
Liabilities
Other Liabilities$105,128,779$114,438,698▲ $9,309,919
Accounts Payable and Accrued Expenses$190,075$208,851▲ $18,776
Total Liabilities$105,318,854$114,647,549▲ $9,328,695
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,740,864$13,716,461▲ $975,597
Total Liabilities and Net Assets / Fund Balance$118,059,718$128,364,010▲ $10,304,292

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,384,088$1,370,963$2,755,051
Equipment$327,831$687,061$1,014,892
Land$460,313-$460,313
Other Land Buildings$12,599$91,105$103,704
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin PartridgePresident/CEOFT$105,635$45,875$151,510
Benjamin GosselinVP of Finance & TechnologyFT$90,995$21,340$112,335
Kevin FoleyChief Lending OfficerFT$101,936$4,275$106,211

Board Members and Trustees

NameTitle
Roberta ManningBoard Chairperson
David PresbyDirector
Robert DentonDirector
Royal SmithDirector
Timothy NelsonDirector
Ed PolitoSecretary
Paul GosselinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
SynergentProvider Of Core Banking Software2 LEDGEVIEW DRIVE, Westbrook, ME 04092$475,626
Systems EngineeringIt Support Services120 EXCHANGE ST, Portland, ME 04101$111,587
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,156,188
Investment Income
$615,390
Other Revenue
$949,201
Change in Net Assets
$1,034,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,820,378
Salaries, Compensation, and Employee Benefits$1,782,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,228,123
Benefits to Members---$1,083,585
Information Technology---$644,119
Office Expenses---$280,975
Current Officers, Directors, Trustees, and Key Employees---$263,845
Depreciation Depletion---$237,548
Occupancy---$138,829
Pension Plan Contributions---$116,470
Payroll Taxes---$103,605
Other Employee Benefits---$70,399
Fees for Services Other---$55,332
Travel---$42,122
All Other Expenses---$32,200
Insurance---$30,118
Other Expenses---$26,417
Fees for Services Accounting---$18,800
Fees for Services Legal---$3,850
Total Functional Expenses$0$0$0$4,686,405
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Shares & Savings Acc$114,438,698
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section B, Line 11B

“Form 990 is reviewed by senior management.”

Form 990, Part VI, Section B, Line 12C

“A review is performed annually to ensure compliance.”

Form 990, Part VI, Section B, Line 15

“A review is done annually of the ceo and top management by the board of directors. The review of other officers and key employees is done by the ceo.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request. Financial statements are posted in the lobby of each office.”

Filing and Contact Details

Filer

Filer Name
Saco Valley Credit Union
EIN
01-0203515
Phone
2072826169
Address
PO BOX 740 312 MAIN ST, SACO, ME 04072

Signing Officer

Name
Kevin Partridge
Title
President
Phone
2072826169
Signed
2020-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Partridge
Formed
1947
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
31
Volunteers
9

Preparer

Firm
Wipfli Llp
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106-2437
Preparer
Brad Weller CPA
Phone
2077745701
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in other comprehensive income -58,777.”

Raw XML AppendixShowing 400 of 410 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.

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IRS990/OtherRevenueMiscGrp/Desc1FEE AND SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0663340
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1245149
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0663340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1245149
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt224450
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt024450
IRS990/OtherRevenueTotalAmt0949201
IRS990/OtherSalariesAndWagesGrp/TotalAmt01228123
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt086911483
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt099397154
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0103605
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0116470
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN PARTRIDGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04156188
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04156188
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0862604
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0524294
IRS990/PYOtherExpensesAmt01634580
IRS990/PYOtherRevenueAmt0929811
IRS990/PYProgramServiceRevenueAmt03819463
IRS990/PYRevenuesLessExpensesAmt0981419
IRS990/PYSalariesCompEmpBnftPaidAmt01794965
IRS990/PYTotalExpensesAmt04292149
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05273568
IRS990/ReconcilationRevenueExpnssAmt01034374
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012740864
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013716461
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026259726
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023842736
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01384088
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01370963
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02755051
IRS990ScheduleD/EquipmentGrp/BookValueAmt0327831
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0687061
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01014892
IRS990ScheduleD/LandGrp/BookValueAmt0460313
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0460313
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012599
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091105
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0103704
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0114438698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES & SAVINGS ACC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02184831
IRS990ScheduleD/TotalLiabilityAmt0114438698
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0105635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount08900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt033929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN PARTRIDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY SENIOR MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A REVIEW IS PERFORMED ANNUALLY TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REVIEW IS DONE ANNUALLY OF THE CEO AND TOP MANAGEMENT BY THE BOARD OF DIRECTORS. THE REVIEW OF OTHER OFFICERS AND KEY EMPLOYEES IS DONE BY THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF EACH OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN OTHER COMPREHENSIVE INCOME -58,777.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0118059718
IRS990/TotalAssetsEOYAmt0128364010
IRS990/TotalAssetsGrp/BOYAmt0118059718
IRS990/TotalAssetsGrp/EOYAmt0128364010
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/TotalAmt04686405
IRS990/TotalGrossUBIAmt040712
IRS990/TotalLiabilitiesBOYAmt0105318854
IRS990/TotalLiabilitiesEOYAmt0114647549
IRS990/TotalLiabilitiesGrp/BOYAmt0105318854
IRS990/TotalLiabilitiesGrp/EOYAmt0114647549
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012740864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013716461
IRS990/TotalOtherCompensationAmt062590
IRS990/TotalProgramServiceRevenueAmt04156188
IRS990/TotalReportableCompFromOrgAmt0307466
IRS990/TotalRevenueGrp/ExclusionAmt0615390
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05064677
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05720779
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt040712
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0118059718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0128364010
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt042122
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 740 312 MAIN ST
IRS990/USAddress/CityNm0SACO
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004072
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SACOVALLEY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN PARTRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02072826169
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACO VALLEY CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SACO
ReturnHeader/Filer/EIN0010203515
ReturnHeader/Filer/PhoneNum02072826169
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 740 312 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE99A42BFBBAACA004BCD32729E9007019FDCFD4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.2.208.84
ReturnHeader/FilingSecurityInformation/IPDt02020-09-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:15:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 LONG CREEK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,364,010
Liabilities
$114,647,549
Net assets
$13,716,461
Revenue
$5,720,779
Expenses
$4,686,405
Net income
$1,034,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$183$164$18.6$9.65$8.36$1.30
2023Detailed filing. Detailed filing data is available for this year.$171$154$17.3$8.15$6.61$1.54
2022Detailed filing. Detailed filing data is available for this year.$167$151$15.7$6.29$5.31$0.98
2021Detailed filing. Detailed filing data is available for this year.$164$149$14.7$5.44$4.90$0.53
2020Detailed filing. Detailed filing data is available for this year.$144$130$14.2$4.99$4.89$0.11
2019Detailed filing. Detailed filing data is available for this year.$128$115$13.7$5.72$4.69$1.03
2018Detailed filing. Detailed filing data is available for this year.$118$105$12.7$5.27$4.29$0.98
2017Detailed filing. Detailed filing data is available for this year.$113$101$11.8$4.77$4.05$0.73
2016Detailed filing. Detailed filing data is available for this year.$109$97.7$11.1$4.62$3.91$0.71
2015Detailed filing. Detailed filing data is available for this year.$104$93.8$10.3$4.54$3.74$0.80
2014Detailed filing. Detailed filing data is available for this year.$98.9$89.4$9.58$4.59$3.64$0.96
2013Detailed filing. Detailed filing data is available for this year.$96.7$87.9$8.83$4.53$3.88$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.4$88.4$8.02$4.19
2011Summary only. Only limited summary data is available for this year.$88.5$80.9$7.61$4.79$4.36$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.6$77.3$7.31$4.33