Civic Intelligence

Triangle Credit Union

990 • Fiscal year 2017 • EIN 02-0223137

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileWWW.TRIANGLECU.ORG

View Organization Page

33 Franklin StreetNashua, NH 03064

(603) 889-2470

Siviq Scores

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

Liabilities / Assets

98th percentile

0.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

23.00x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Net Margin

33rd percentile

9.7%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

100th percentile

$3,035,805

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Asset Growth

54th percentile

5.5%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

4.6%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$665,482,328

Up $34,696,238 (+5.5%) from 2016

Net Assets

Up

$47,071,481

Up $2,360,147 (+5.3%) from 2016

Liabilities

Up

$618,410,847

Up $32,336,091 (+5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin33rd percentile

Revenue

Up

$26,888,925

Up $1,185,996 (+4.6%) from 2016

Expenses

Up

$24,269,732

Up $743,019 (+3.2%) from 2016

Net Income

Up

$2,619,193

Up $442,977 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0B$500M$0Assets 2010: $459,998,793Liabilities 2010: $426,824,634Net Assets 2010: $33,174,1592010Assets 2011: $486,569,046Liabilities 2011: $452,067,951Net Assets 2011: $34,501,0952011Assets 2012: $487,413,079Liabilities 2012: $450,234,718Net Assets 2012: $37,178,3612012Assets 2013: $507,845,907Liabilities 2013: $468,037,249Net Assets 2013: $39,808,6582013Assets 2014: $523,493,840Liabilities 2014: $482,351,532Net Assets 2014: $41,142,3082014Assets 2015: $572,986,900Liabilities 2015: $530,812,721Net Assets 2015: $42,174,1792015Assets 2016: $630,786,090Liabilities 2016: $586,074,756Net Assets 2016: $44,711,3342016Assets 2017: $665,482,328Liabilities 2017: $618,410,847Net Assets 2017: $47,071,4812017Assets 2018: $682,458,320Liabilities 2018: $633,781,280Net Assets 2018: $48,677,0402018Assets 2019: $721,279,705Liabilities 2019: $669,139,348Net Assets 2019: $52,140,3572019Assets 2020: $826,708,185Liabilities 2020: $772,627,016Net Assets 2020: $54,081,1692020Assets 2021: $877,280,050Liabilities 2021: $818,394,175Net Assets 2021: $58,885,8752021Assets 2022: $916,891,739Liabilities 2022: $869,596,075Net Assets 2022: $47,295,6642022Assets 2023: $865,744,202Liabilities 2023: $811,223,576Net Assets 2023: $54,520,6262023Assets 2024: $842,892,172Liabilities 2024: $778,836,344Net Assets 2024: $64,055,8282024

Highlighted filing

2017

Assets$665,482,328
Liabilities$618,410,847
Net Assets$47,071,481
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$60M$40M$20M$0Expenses 2010: $20,986,6772010Expenses 2011: $21,139,0832011Expenses 2012: $20,412,1462012Revenue 2013: $22,530,181Expenses 2013: $20,578,070Net Income 2013: $1,952,1112013Revenue 2014: $22,602,101Expenses 2014: $20,686,164Net Income 2014: $1,915,9372014Revenue 2015: $24,040,638Expenses 2015: $21,795,208Net Income 2015: $2,245,4302015Revenue 2016: $25,702,929Expenses 2016: $23,526,713Net Income 2016: $2,176,2162016Revenue 2017: $26,888,925Expenses 2017: $24,269,732Net Income 2017: $2,619,1932017Revenue 2018: $29,361,584Expenses 2018: $25,670,284Net Income 2018: $3,691,3002018Revenue 2019: $32,775,232Expenses 2019: $29,898,924Net Income 2019: $2,876,3082019Revenue 2020: $33,397,590Expenses 2020: $30,834,601Net Income 2020: $2,562,9892020Revenue 2021: $30,352,425Expenses 2021: $26,994,903Net Income 2021: $3,357,5222021Revenue 2022: $30,787,097Expenses 2022: $28,733,042Net Income 2022: $2,054,0552022Revenue 2023: $37,384,452Expenses 2023: $36,369,358Net Income 2023: $1,015,0942023Revenue 2024: $41,674,251Expenses 2024: $39,869,730Net Income 2024: $1,804,5212024

Highlighted filing

2017

Revenue$26,888,925
Expenses$24,269,732
Net Income$2,619,193
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$40,958,720
Mission and Program Overview

Mission

CREDIT UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$536,531,243$547,501,637▲ $10,970,394
Investments in Publicly Traded Securities$39,954,810$64,024,208▲ $24,069,398
Rtn Earn Endowment Incm Other Fnds$44,711,334$47,071,481▲ $2,360,147
Savings and Temporary Cash Investments$15,616,112$16,899,132▲ $1,283,020
Land, Buildings, and Equipment, Net$9,620,721$9,231,313▼ $389,408
Cash and Non-Interest-Bearing Accounts$7,276,489$9,160,025▲ $1,883,536
Investments Other Securities$4,022,200$3,496,500▼ $525,700
Prepaid Expenses and Deferred Charges$2,842,335$2,300,973▼ $541,362
Receivables From Officers Etc$1,418,971$1,314,293▼ $104,678
Total Assets$630,786,090$665,482,328▲ $34,696,238
Other Assets Total$13,503,209$11,554,247▼ $1,948,962
Liabilities
Other Liabilities$520,554,934$557,925,960▲ $37,371,026
Mortgage Notes Payable Secured by Investment Property$64,679,268$59,514,987▼ $5,164,281
Accounts Payable and Accrued Expenses$711,588$907,788▲ $196,200
Escrow Account Liability$128,966$62,112▼ $66,854
Total Liabilities$586,074,756$618,410,847▲ $32,336,091
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,711,334$47,071,481▲ $2,360,147
Total Liabilities and Net Assets / Fund Balance$630,786,090$665,482,328▲ $34,696,238

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,344,501$9,515,755$10,860,256
Buildings$4,652,014$2,209,461$6,861,475
Leasehold Improvements$1,050,289$1,407,276$2,457,565
Land$1,929,202-$1,929,202
Other Land Buildings$255,307$59,602$314,909
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maurice SimardCEO and TreaFT$3,011,724$24,081$3,035,805
Maurice SimardCEO and Treasurer-$1,421,052$1,666,866$3,035,805
Mark WarnerExecutive VPFT$241,378$72,945$348,596
Gary M JanindaVP of IsFT$107,076$37,775$171,953
Pamela FordVP of LendinFT$122,826$38,845$161,671
Pamela FordVP of Lending-$114,317$56,616$161,671
John ZiembbaSVP CommlendFT$117,772$21,644$139,416
Lisa Van BieneVP of MemberFT$101,595$29,759$131,354
Scott Mac KnightCFOFT$101,780$18,240$120,020

Board Members and Trustees

NameTitle
Norman HolderChairperson
Mark RichardsonVice Chairpe
David DegulisDirector
David FredetteDirector
Margo CompagnaDirector
Robert DemersDirector
Robert DuhaimeDirector
Rebecca MaclennanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Digital InsightCore Oper SystPO BOX 740641, SUITE 401, Los Angeles, CA 90074-0641$620,814
Ncr CorporationIt-atm474/4 COLLECTION CENTER DRIVE, Chicago, IL 60693$423,994
Creg-temple Street LLCRent175 CANAL STREET, Manchester, NH 03101$382,890
FiservItPO BOX 99924, Graoevine, TX 76099-9724$332,553
Lee & Mason Financial ServicesVsiPO BOX 270, Northville, NY 12134$329,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,821,451
Investment Income
$1,404,935
Other Revenue
$5,662,539
Change in Net Assets
$2,619,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,888,925
Total Revenue per Audited Statements
$26,888,925
Total Revenue per Form 990
$26,888,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,413,293
Salaries, Compensation, and Employee Benefits$10,856,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$5,579,673
Other Salaries and Wages---$4,667,236
Current Officers, Directors, Trustees, and Key Employees---$4,108,815
Office Expenses---$1,765,854
Other Employee Benefits---$1,443,890
Information Technology---$1,432,163
Occupancy---$1,037,421
Depreciation Depletion---$883,981
Payroll Taxes---$636,498
All Other Expenses---$561,856
Conferences and Meetings---$193,316
Other Expenses---$191,338
Advertising---$187,750
Fees for Services Accounting---$151,507
Insurance---$118,784
Fees for Services Legal---$13,057
Total Functional Expenses$0$0$0$24,269,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,269,732
Total Expenses per Audited Statements$24,269,732
Total Expenses per Form 990$24,269,732
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,418,971$1,314,293▼ $104,678
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares and Deposit Accounts$555,818,740
Treasury Draft Due$1,807,637
Deferred Income$237,107
Other Liabilities$62,476
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Persons who meet the requirements of the organization's field of membership who hold at least one share of the capital.”

Form 990, Page 6, Part VI, Line 7A

“Each member has a vote at the election of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“Any changes to the incorporating documents, ie. Bylaws are approved by the membership.”

Form 990, Page 6, Part VI, Line 11B

“Due to the timing of board meetings and return filing the return may not be presented to the entire board for review prior to filing. Instead, it is reviewed by the cfo who authorizes its filing. The filed form 990 is then reviewed by the entire board at the next regularly scheduled meeting.”

Form 990, Page 6, Part VI, Line 12C

“REVIEWED ANNUALLY.”

Form 990, Page 6, Part VI, Line 15A

“The personnel committee which is made up of selected board members meet in the fourth quarter of every year to review data presented by the vp of human resources. The data reviewed is obtained by a third party who analyze job positions based on the same responsibility criteria. This information is used to determine salaries for all other positions as well. Generally, salaries range between 80% and 120% of the pay scale provided. The committee subsequently makes a recommendation to the full board of directors. Note: the compensation provider's data is collected from several well known salary surveys.”

Form 990, Page 6, Part VI, Line 15B

“The personnel committee which is made up of selected board members meet in the fourth quarter of every year to review data presented by the vp of human resources. The data reviewed is obtained by a third party who analyze job positions based on the same responsibility criteria. This information is used to determine salaries for all other positions as well. Generally, salaries range between 80% and 120% of the pay scale provided. The committee subsequently makes a recommendation to the full board of directors. Note: the compensation provider's data is collected from several well known salary surveys.”

Form 990, Page 6, Part VI, Line 19

“Information is posted at credit union branches and available upon request and at the annual meeting.”

Filing and Contact Details

Filer

Filer Name
Triangle Credit Union
EIN
02-0223137
Phone
6038892470
Address
33 FRANKLIN STREET, NASHUA, NH 03064

Signing Officer

Name
Scott Mac Knight
Title
CFO
Phone
6038892470
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Mac Knight
Formed
1939
Legal Domicile
Nh
Voting Board Members
9
Independent Board Members
8
Employees
206
Volunteers
8

Preparer

Firm
Garvey Steele & Company Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Richard B Steele CPA
Phone
8605369831
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in pension obligation -633,341”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Mortgage escrow accounts held for the payment of real estate taxes for municipalities.”

Raw XML AppendixShowing 400 of 695 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/Form990PartVIISectionAGrp/PersonNm11JOHN ZIEMBBA
IRS990/Form990PartVIISectionAGrp/PersonNm12GARY M JANINDA
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT MAC KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA VAN BIENE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO AND TREA
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF LENDIN
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP COMMLEND
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF IS
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF MEMBER
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt022423407
IRS990/LegalDomicileStateCd0NH
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IRS990/LocalChaptersInd0true
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0195370
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0124579
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt047071481
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0371018
IRS990/NetUnrelatedBusTxblIncmAmt0-60988
IRS990/NetUnrlzdGainsLossesInvstAmt0374295
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IRS990/OfficeExpensesGrp/TotalAmt01765854
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt01443890
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT MAINTENANCE
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IRS990/OtherExpensesGrp/TotalAmt1345612
IRS990/OtherExpensesGrp/TotalAmt2230981
IRS990/OtherExpensesGrp/TotalAmt3191338
IRS990/OtherLiabilitiesGrp/BOYAmt0520554934
IRS990/OtherLiabilitiesGrp/EOYAmt0557925960
IRS990/OtherRevenueMiscGrp/Desc0MEMBER FEES & CHARGES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2FAS91 ORIGINATION FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04742067
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1424410
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2300692
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04742067
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1424410
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2300692
IRS990/OtherRevenueTotalAmt05662539
IRS990/OtherSalariesAndWagesGrp/TotalAmt04667236
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0536531243
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0547501637
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0636498
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02842335
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02300973
IRS990/PrincipalOfficerNm0SCOTT MAC KNIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019821451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019821451
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01173309
IRS990/PYOtherExpensesAmt012557008
IRS990/PYOtherRevenueAmt05494814
IRS990/PYProgramServiceRevenueAmt019034806
IRS990/PYRevenuesLessExpensesAmt02176216
IRS990/PYSalariesCompEmpBnftPaidAmt010969705
IRS990/PYTotalExpensesAmt023526713
IRS990/PYTotalRevenueAmt025702929
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01418971
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01314293
IRS990/ReconcilationRevenueExpnssAmt02619193
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt044711334
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt047071481
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015616112
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016899132
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04652014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02209461
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06861475
IRS990ScheduleD/EquipmentGrp/BookValueAmt01344501
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09515755
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010860256
IRS990ScheduleD/ExpensesSubtotalAmt024269732
IRS990ScheduleD/ExplanationProvidedInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01929202
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01050289
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01407276
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02457565
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0255307
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt059602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0314909
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0555818740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11807637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2237107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt362476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES AND DEPOSIT ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TREASURY DRAFT DUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt026888925
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MORTGAGE ESCROW ACCOUNTS HELD FOR THE PAYMENT OF REAL ESTATE TAXES FOR MUNICIPALITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2114317
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount28509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount38305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt052113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt117840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt227102

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$665,482,328
Liabilities
$618,410,847
Net assets
$47,071,481
Revenue
$26,888,925
Expenses
$24,269,732
Net income
$2,619,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$843$779$64.1$41.7$39.9$1.80
2023Detailed filing. Detailed filing data is available for this year.$866$811$54.5$37.4$36.4$1.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$917$870$47.3$30.8$28.7$2.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$877$818$58.9$30.4$27.0$3.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$827$773$54.1$33.4$30.8$2.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$721$669$52.1$32.8$29.9$2.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$682$634$48.7$29.4$25.7$3.69
2017Detailed filing. Detailed filing data is available for this year.$665$618$47.1$26.9$24.3$2.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$631$586$44.7$25.7$23.5$2.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$573$531$42.2$24.0$21.8$2.25
2014Detailed filing. Detailed filing data is available for this year.$523$482$41.1$22.6$20.7$1.92
2013Detailed filing. Detailed filing data is available for this year.$508$468$39.8$22.5$20.6$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$487$450$37.2$20.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$487$452$34.5$21.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$460$427$33.2$21.0