Civic Intelligence

Holy Rosary Regional Credit Union

990 • Fiscal year 2020 • EIN 02-0272024

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileHRCU.ORG

View Organization Page

133 Brock StreetRochester, NH 03867

(603) 332-6840

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.92x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

20.11x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Net Margin

42nd percentile

9.6%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

8th percentile

8.7%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-2.9%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$336,061,351

Up $26,915,288 (+8.7%) from 2019

Net Assets

Up

$28,129,625

Up $760,016 (+2.8%) from 2019

Liabilities

Up

$307,931,726

Up $26,155,272 (+9.3%) from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin42nd percentile

Revenue

Down

$15,309,975

Down $451,969 (-2.9%) from 2019

Expenses

Down

$13,835,256

Down $540,751 (-3.8%) from 2019

Net Income

Up

$1,474,719

Up $88,782 (+6.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$600M$400M$200M$0Assets 2010: $162,995,633Liabilities 2010: $149,725,097Net Assets 2010: $13,270,5362010Assets 2011: $172,330,407Liabilities 2011: $157,757,001Net Assets 2011: $14,573,4062011Assets 2012: $184,614,229Liabilities 2012: $168,604,780Net Assets 2012: $16,009,4492012Assets 2013: $193,202,026Liabilities 2013: $175,969,618Net Assets 2013: $17,232,4082013Assets 2014: $206,230,773Liabilities 2014: $187,645,695Net Assets 2014: $18,585,0782014Assets 2015: $223,292,265Liabilities 2015: $202,843,894Net Assets 2015: $20,448,3712015Assets 2016: $247,756,729Liabilities 2016: $225,296,718Net Assets 2016: $22,460,0112016Assets 2017: $265,059,043Liabilities 2017: $240,787,074Net Assets 2017: $24,271,9692017Assets 2018: $281,975,528Liabilities 2018: $256,052,435Net Assets 2018: $25,923,0932018Assets 2019: $309,146,063Liabilities 2019: $281,776,454Net Assets 2019: $27,369,6092019Assets 2020: $336,061,351Liabilities 2020: $307,931,726Net Assets 2020: $28,129,6252020Assets 2021: $399,129,935Liabilities 2021: $368,980,229Net Assets 2021: $30,149,7062021Assets 2022: $413,178,224Liabilities 2022: $385,360,835Net Assets 2022: $27,817,3892022Assets 2023: $423,821,520Liabilities 2023: $390,954,814Net Assets 2023: $32,866,7062023Assets 2024: $441,131,635Liabilities 2024: $402,637,899Net Assets 2024: $38,493,7362024

Highlighted filing

2020

Assets$336,061,351
Liabilities$307,931,726
Net Assets$28,129,625
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$30M$20M$10M$0Expenses 2010: $7,982,9962010Revenue 2011: $9,121,820Expenses 2011: $7,871,398Net Income 2011: $1,250,4222011Expenses 2012: $8,063,1502012Revenue 2013: $9,768,837Expenses 2013: $8,460,373Net Income 2013: $1,308,4642013Revenue 2014: $10,417,523Expenses 2014: $9,080,881Net Income 2014: $1,336,6422014Revenue 2015: $11,272,172Expenses 2015: $9,418,301Net Income 2015: $1,853,8712015Revenue 2016: $11,836,343Expenses 2016: $9,816,444Net Income 2016: $2,019,8992016Revenue 2017: $12,781,362Expenses 2017: $10,938,395Net Income 2017: $1,842,9672017Revenue 2018: $14,336,225Expenses 2018: $12,677,291Net Income 2018: $1,658,9342018Revenue 2019: $15,761,944Expenses 2019: $14,376,007Net Income 2019: $1,385,9372019Revenue 2020: $15,309,975Expenses 2020: $13,835,256Net Income 2020: $1,474,7192020Revenue 2021: $15,434,385Expenses 2021: $13,427,968Net Income 2021: $2,006,4172021Revenue 2022: $16,865,040Expenses 2022: $14,350,254Net Income 2022: $2,514,7862022Revenue 2023: $20,615,997Expenses 2023: $17,613,404Net Income 2023: $3,002,5932023Revenue 2024: $24,414,908Expenses 2024: $20,590,366Net Income 2024: $3,824,5422024

Highlighted filing

2020

Revenue$15,309,975
Expenses$13,835,256
Net Income$1,474,719
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$15,309,975
Mission and Program Overview

Mission

To be a responsible, community-focused organization members can trust to help them achieve their financial goals by demonstrating compassion, embracing innovation, remaining flexible and delivering exceptional service

To be a responsible, community-focused credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$217,901,839$221,607,865▲ $3,706,026
Savings and Temporary Cash Investments$62,626,523$87,289,088▲ $24,662,565
Rtn Earn Endowment Incm Other Fnds$27,369,609$28,129,625▲ $760,016
Land, Buildings, and Equipment, Net$7,357,667$7,143,611▼ $214,056
Investments Other Securities$7,762,553$6,669,612▼ $1,092,941
Receivables From Officers Etc$6,093,816$6,175,749▲ $81,933
Cash and Non-Interest-Bearing Accounts$5,744,159$5,547,352▼ $196,807
Prepaid Expenses and Deferred Charges$578,087$539,360▼ $38,727
Accounts Receivable$59,846$92,717▲ $32,871
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$309,146,063$336,061,351▲ $26,915,288
Other Assets Total$1,021,573$995,997▼ $25,576
Liabilities
Other Liabilities$281,070,851$307,002,686▲ $25,931,835
Accounts Payable and Accrued Expenses$705,603$929,040▲ $223,437
Total Liabilities$281,776,454$307,931,726▲ $26,155,272
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,369,609$28,129,625▲ $760,016
Total Liabilities and Net Assets / Fund Balance$309,146,063$336,061,351▲ $26,915,288

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,230,076$2,434,992$6,665,068
Other Land Buildings$1,246,387$5,307,938$6,554,325
Leasehold Improvements$763,252$505,329$1,268,581
Land$903,896-$903,896
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian HughesPresident/CEOFT$253,189$47,952$301,141
Rosemary ShieldsEvp/COOFT$167,709$41,389$209,098
Brian TherrienChief Financial OfficerFT$133,175$23,164$156,339
Tyler HudsonVP of Digital Strategy & E-servicesFT$122,001$24,211$146,212
Ken MauserChief Information OfficerFT$124,985$17,951$142,936
Ginger GagneVP of LendingFT$11,637$1,325$12,962

Board Members and Trustees

NameTitle
Dana FlandersChairman
Ronald VachonVice Chairman
Jean GroverDirector
Leonard PinaultDirector
Richard BrunelleDirector
Richard FalardeauDirector
Kathleen SimoneauSecretary
Paul AugerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,020,287
Investment Income
$1,289,688
Other Revenue
$0
Change in Net Assets
$1,474,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,309,975
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$15,309,975
Total Revenue per Form 990
$15,309,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,270,555
Salaries, Compensation, and Employee Benefits$5,557,451
Grants and Similar Amounts Paid$7,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,581,731
Interest---$2,061,731
Current Officers, Directors, Trustees, and Key Employees---$968,688
All Other Expenses---$849,249
Information Technology---$759,991
Depreciation Depletion---$687,775
Other Employee Benefits---$561,547
Other Expenses---$458,855
Occupancy---$396,829
Payroll Taxes---$330,769
Advertising---$323,956
Insurance---$120,121
Pension Plan Contributions---$114,716
Office Expenses---$108,753
Fees for Services Accounting---$89,004
Fees for Services Legal---$76,941
Conferences and Meetings---$44,261
Grants to Domestic Individuals---$7,250
Total Functional Expenses$0$0$0$13,835,256

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,835,256
Total Expenses per Audited Statements$13,835,256
Total Expenses per Form 990$13,835,256
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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$6,093,816$6,175,749▲ $81,933
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$83,413,830
Certificates$73,306,985
Share Drafts$51,047,814
Money Markets$49,472,337
Ira Certificates$15,543,595
Clubs$9,904,076
Business Share Drafts$9,614,401
Ira Shares$5,994,873
Business Money Markets$3,120,979
Business Shares$2,120,194
Hsa Share Drafts$1,903,190
Escrow Clubs$1,451,497
Student Share Drafts$108,915
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, 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, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

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

Form 990, Part VI, Section B, Line 11B

“The cfo reviews the 990 on behalf of the audit committee and then the full board is provided with a copy subsequent to it being filed with the irs.”

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

“Key employees and volunteers are required to disclose information directly to human resources that could be questionable. The conflict of interest policy is reviewed and approved annually at which time employees are required to read and acknowledge their understanding.”

Form 990, Part VI, Section B, Line 15

“The credit union gathers salary survey data from a third party vendor to establish market based salary ranges for each position. The president & ceo salary is reviewed by the board's executive compensation committee. Staff salary increases are based on performance appraisals, goals and credit union performance.”

Form 990, Part VI, Section C, Line 19

“A financial statement summary is posted in the vestibule at all branches and to members who attend the annual meeting. Other information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Holy Rosary Credit Union
EIN
02-0272024
Phone
6033326840
Address
133 BROCK STREET, ROCHESTER, NH 03867

Signing Officer

Name
Brian Therrien
Title
CFO
Phone
6033326840
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Therrien
Formed
1962
Legal Domicile
Nh
Voting Board Members
9
Independent Board Members
9
Employees
121
Volunteers
17

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Stephen a Rollins CPA
Phone
6176968900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fas115 -714,703.”

FORM 990, PART XII, LINE 2C:

“Audited financials are prepared by an outside firm as of june 30th and the process has not changed from the previous year.”

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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07250
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014908
IRS990/GrossReceiptsAmt015309975
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0759991
IRS990/InsuranceGrp/TotalAmt0120121
IRS990/InterestGrp/TotalAmt02061731
IRS990/InvestmentIncomeGrp/ExclusionAmt01274780
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01274780
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07762553
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06669612
IRS990/IRPDocumentCnt07760
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08248259
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07357667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07143611
IRS990/LandBldgEquipCostOrOtherBssAmt015391870
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE A RESPONSIBLE, COMMUNITY-FOCUSED ORGANIZATION MEMBERS CAN TRUST TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS BY DEMONSTRATING COMPASSION, EMBRACING INNOVATION, REMAINING FLEXIBLE AND DELIVERING EXCEPTIONAL SERVICE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027369609
IRS990/NetAssetsOrFundBalancesEOYAmt028129625
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt014908
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014908
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0396829
IRS990/OfficeExpensesGrp/TotalAmt0108753
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01021573
IRS990/OtherAssetsTotalGrp/EOYAmt0995997
IRS990/OtherChangesInNetAssetsAmt0-714703
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0561547
IRS990/OtherExpensesGrp/Desc0DEBIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
IRS990/OtherExpensesGrp/TotalAmt0913985
IRS990/OtherExpensesGrp/TotalAmt1716997
IRS990/OtherExpensesGrp/TotalAmt2662107
IRS990/OtherExpensesGrp/TotalAmt3458855
IRS990/OtherLiabilitiesGrp/BOYAmt0281070851
IRS990/OtherLiabilitiesGrp/EOYAmt0307002686
IRS990/OtherSalariesAndWagesGrp/TotalAmt03581731
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0217901839
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0221607865
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0330769
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0114716
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0578087
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0539360
IRS990/PrincipalOfficerNm0BRIAN THERRIEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1ACCOUNT FEES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc3UBIT - NON MEMBER ATM FEES
IRS990/ProgramServiceRevenueGrp/Desc4UBIT - INSURANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010088129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13691019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2174963
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010088129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13691019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2174963
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt337262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt428914
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt037262
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt128914
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt06500
IRS990/PYInvestmentIncomeAmt01357973
IRS990/PYOtherExpensesAmt08529053
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt014403971
IRS990/PYRevenuesLessExpensesAmt01385937
IRS990/PYSalariesCompEmpBnftPaidAmt05840454
IRS990/PYTotalExpensesAmt014376007
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015761944
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt06093816
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt06175749
IRS990/ReconcilationRevenueExpnssAmt01474719
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027369609
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028129625
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062626523
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087289088
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04230076
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02434992
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06665068
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013835256
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0903896
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0903896
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0763252
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0505329
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01268581
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01246387
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05307938
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06554325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083413830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12120194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt251047814
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3108915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt49614401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51903190
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt69904076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt71451497
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt85994873
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt949472337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt103120979
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1173306985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1215543595
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BUSINESS SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3STUDENT SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4BUSINESS SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5HSA SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6CLUBS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7ESCROW CLUBS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8IRA SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9MONEY MARKETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc10BUSINESS MONEY MARKETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc11CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc12IRA CERTIFICATES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt015309975
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07143611
IRS990ScheduleD/TotalExpensesPerForm990Amt013835256
IRS990ScheduleD/TotalLiabilityAmt0307002686
IRS990ScheduleD/TotalRevenuePerForm990Amt015309975
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015309975
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013835256
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0253189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1167709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2133175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount023000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount121459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount214191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015078
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt110129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt28111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09874

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$336,061,351
Liabilities
$307,931,726
Net assets
$28,129,625
Revenue
$15,309,975
Expenses
$13,835,256
Net income
$1,474,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$441$403$38.5$24.4$20.6$3.82
2023Detailed filing. Detailed filing data is available for this year.$424$391$32.9$20.6$17.6$3.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$413$385$27.8$16.9$14.4$2.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$399$369$30.1$15.4$13.4$2.01
2020Detailed filing. Detailed filing data is available for this year.$336$308$28.1$15.3$13.8$1.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$309$282$27.4$15.8$14.4$1.39
2018Detailed filing. Detailed filing data is available for this year.$282$256$25.9$14.3$12.7$1.66
2017Detailed filing. Detailed filing data is available for this year.$265$241$24.3$12.8$10.9$1.84
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$225$22.5$11.8$9.82$2.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$203$20.4$11.3$9.42$1.85
2014Detailed filing. Detailed filing data is available for this year.$206$188$18.6$10.4$9.08$1.34
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$193$176$17.2$9.77$8.46$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$185$169$16.0$8.06
2011Summary only. Only limited summary data is available for this year.$172$158$14.6$9.12$7.87$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$150$13.3$7.98