Civic Intelligence

Holy Rosary Regional Credit Union

990 • Fiscal year 2022 • EIN 02-0272024

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

85th percentile

0.93x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

22.85x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2022

Net Margin

39th percentile

15%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$346,040

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2022

Asset Growth

45th percentile

3.5%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

9.3%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$413,178,224

Up $14,048,289 (+3.5%) from 2021

Net Assets

Down

$27,817,389

Down $2,332,317 (-7.7%) from 2021

Liabilities

Up

$385,360,835

Up $16,380,606 (+4.4%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin39th percentile

Revenue

Up

$16,865,040

Up $1,430,655 (+9.3%) from 2021

Expenses

Up

$14,350,254

Up $922,286 (+6.9%) from 2021

Net Income

Up

$2,514,786

Up $508,369 (+25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2022

Assets$413,178,224
Liabilities$385,360,835
Net Assets$27,817,389
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$16,865,040
Expenses$14,350,254
Net Income$2,514,786
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$16,865,040
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$225,278,217$256,057,596▲ $30,779,379
Savings and Temporary Cash Investments$147,881,931$128,229,288▼ $19,652,643
Rtn Earn Endowment Incm Other Fnds$30,149,706$27,817,389▼ $2,332,317
Investments Other Securities$6,682,278$7,174,827▲ $492,549
Cash and Non-Interest-Bearing Accounts$4,771,447$6,624,371▲ $1,852,924
Receivables From Officers Etc$6,539,763$6,589,328▲ $49,565
Land, Buildings, and Equipment, Net$6,559,548$6,052,284▼ $507,264
Prepaid Expenses and Deferred Charges$466,137$797,161▲ $331,024
Accounts Receivable$12,684$35,600▲ $22,916
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$399,129,935$413,178,224▲ $14,048,289
Other Assets Total$937,930$1,617,769▲ $679,839
Liabilities
Other Liabilities$367,787,622$383,831,759▲ $16,044,137
Accounts Payable and Accrued Expenses$1,192,607$1,529,076▲ $336,469
Total Liabilities$368,980,229$385,360,835▲ $16,380,606
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,149,706$27,817,389▼ $2,332,317
Total Liabilities and Net Assets / Fund Balance$399,129,935$413,178,224▲ $14,048,289

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$635,822$6,371,204$7,007,026
Buildings$3,504,869$2,955,546$6,460,415
Land$1,319,032-$1,319,032
Leasehold Improvements$592,561$718,870$1,311,431
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian HughesPresident/CEOFT$294,441$51,599$346,040
Rosemary ShieldsEvp/COOFT$188,386$45,430$233,816
Brian TherrienChief Financial OfficerFT$153,478$28,032$181,510
Ken MauserChief Information OfficerFT$143,811$32,470$176,281
Ginger GagneVP of LendingFT$119,823$32,598$152,421
Travis BissonnetteSVP of LendingFT$116,598$33,297$149,895

Board Members and Trustees

NameTitle
Dana FlandersChairman
Ronald VachonVice Chairman
Jean GroverDirector
Kathy GordonDirector
Leonard PinaultDirector
Richard BrunelleDirector
Richard FalardeauDirector
Suzanne WilkinsDirector
Kathleen SimoneauSecretary
Anne BrownTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pannos Winzeler MarketingWebsite Design And Marketing Agency57 MARKET STREET, Manchester, NH 03101$106,158
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,030,763
Investment Income
$1,834,277
Other Revenue
$0
Change in Net Assets
$2,514,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,865,040
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,865,040
Total Revenue per Form 990
$16,865,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,616,793
Salaries, Compensation, and Employee Benefits$6,722,711
Grants and Similar Amounts Paid$10,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,234,687
Current Officers, Directors, Trustees, and Key Employees---$1,287,357
Interest---$1,027,235
Information Technology---$988,578
Depreciation Depletion---$873,430
All Other Expenses---$766,145
Other Employee Benefits---$676,041
Advertising---$455,046
Payroll Taxes---$418,318
Other Expenses---$310,013
Occupancy---$292,429
Insurance---$138,915
Fees for Services Legal---$116,680
Fees for Services Accounting---$111,185
Pension Plan Contributions---$106,308
Office Expenses---$90,514
Conferences and Meetings---$65,110
Grants to Domestic Individuals---$10,750
Total Functional Expenses$0$0$0$14,350,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,350,254
Total Expenses per Audited Statements$14,350,254
Total Expenses per Form 990$14,350,254
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$6,539,763$6,589,328▲ $49,565
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$118,343,512
Money Markets$79,085,550
Share Drafts$67,949,545
Certificates$65,218,773
Business Share Drafts$11,979,528
Ira Certificates$11,778,842
Clubs$11,420,671
Ira Shares$8,520,840
Business Shares$3,377,944
Business Money Markets$2,956,524
Hsa Share Drafts$2,033,397
Escrow Clubs$1,014,877
Student Share Drafts$151,756
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
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Therrien
Formed
1962
Legal Domicile
Nh
Voting Board Members
10
Independent Board Members
10
Employees
115
Volunteers
20

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 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EVP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP OF LENDING
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IRS990/FSAuditedInd01
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IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010750
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt015684
IRS990/GrossReceiptsAmt016865040
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt06
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IRS990/InsuranceGrp/TotalAmt0138915
IRS990/InterestGrp/TotalAmt01027235
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01818593
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07174827
IRS990/IRPDocumentCnt09022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010045620
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06559548
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06052284
IRS990/LandBldgEquipCostOrOtherBssAmt016097904
IRS990/LegalDomicileStateCd0NH
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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
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt027817389
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt015684
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015684
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4847103
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0292429
IRS990/OfficeExpensesGrp/TotalAmt090514
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0937930
IRS990/OtherAssetsTotalGrp/EOYAmt01617769
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0676041
IRS990/OtherExpensesGrp/Desc0DEBIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/TotalAmt0988623
IRS990/OtherExpensesGrp/TotalAmt1816765
IRS990/OtherExpensesGrp/TotalAmt2576125
IRS990/OtherExpensesGrp/TotalAmt3310013
IRS990/OtherLiabilitiesGrp/BOYAmt0367787622
IRS990/OtherLiabilitiesGrp/EOYAmt0383831759
IRS990/OtherSalariesAndWagesGrp/TotalAmt04234687
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0225278217
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0256057596
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0418318
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0106308
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0466137
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0797161
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/RelatedOrExemptFuncIncomeAmt010018810
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14541892
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2394330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010018810
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14541892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2394330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt351345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt424386
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt051345
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt124386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt09000
IRS990/PYInvestmentIncomeAmt01213401
IRS990/PYOtherExpensesAmt07254800
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt014220984
IRS990/PYRevenuesLessExpensesAmt02006417
IRS990/PYSalariesCompEmpBnftPaidAmt06164168
IRS990/PYTotalExpensesAmt013427968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015434385
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt06539763
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt06589328
IRS990/ReconcilationRevenueExpnssAmt02514786
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030149706
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027817389
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147881931
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0128229288
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03504869
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02955546
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06460415
IRS990ScheduleD/EquipmentGrp/BookValueAmt0635822
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06371204
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07007026
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014350254
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt01319032
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01319032
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0592561
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0718870
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01311431
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0118343512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13377944
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt267949545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3151756
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt411979528
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt52033397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt611420671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt71014877
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt88520840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt979085550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt102956524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1165218773
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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/RevenueSubtotalAmt016865040
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06052284
IRS990ScheduleD/TotalExpensesPerForm990Amt014350254
IRS990ScheduleD/TotalLiabilityAmt0383831759
IRS990ScheduleD/TotalRevenuePerForm990Amt016865040
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016865040
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014350254
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0294441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1188386
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2153478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3143811

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,178,224
Liabilities
$385,360,835
Net assets
$27,817,389
Revenue
$16,865,040
Expenses
$14,350,254
Net income
$2,514,786
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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