Civic Intelligence

First Priority Credit Union

990 • Fiscal year 2019 • EIN 04-1106850

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 31, 2020

Organization ProfileWWW.FIRSTPRIORITYCU.COM

View Organization Page

100 Swift StreetEast Boston, MA 02128

(617) 482-4787

Siviq Scores

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

Liabilities / Assets

12th percentile

0.81x

Higher debt load relative to assets than 12% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

18.70x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

7th percentile

2.4%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

19th percentile

$159,280

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

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

Asset Growth

12th percentile

-0.1%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

18th percentile

3.7%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$105,907,823

Down $90,173 (-0.1%) from 2018

Net Assets

Up

$19,670,733

Up $459,136 (+2.4%) from 2018

Liabilities

Down

$86,237,090

Down $549,309 (-0.6%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin7th percentile

Revenue

Up

$4,612,455

Up $164,976 (+3.7%) from 2018

Expenses

Up

$4,500,722

Up $314,485 (+7.5%) from 2018

Net Income

Down

$111,733

Down $149,509 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150M$100M$50M$0Assets 2010: $127,936,486Liabilities 2010: $110,624,169Net Assets 2010: $17,312,3172010Assets 2011: $121,923,182Liabilities 2011: $103,915,747Net Assets 2011: $18,007,4352011Assets 2012: $113,530,444Liabilities 2012: $95,725,472Net Assets 2012: $17,804,9722012Assets 2013: $106,800,918Liabilities 2013: $89,789,596Net Assets 2013: $17,011,3222013Assets 2014: $104,409,510Liabilities 2014: $86,380,639Net Assets 2014: $18,028,8712014Assets 2015: $105,041,550Liabilities 2015: $86,505,426Net Assets 2015: $18,536,1242015Assets 2016: $104,975,572Liabilities 2016: $86,406,345Net Assets 2016: $18,569,2272016Assets 2017: $106,213,638Liabilities 2017: $87,258,816Net Assets 2017: $18,954,8222017Assets 2018: $105,997,996Liabilities 2018: $86,786,399Net Assets 2018: $19,211,5972018Assets 2019: $105,907,823Liabilities 2019: $86,237,090Net Assets 2019: $19,670,7332019Assets 2020: $117,976,564Liabilities 2020: $99,580,753Net Assets 2020: $18,395,8112020Assets 2024: $129,146,678Liabilities 2024: $112,173,710Net Assets 2024: $16,972,9682024

Highlighted filing

2019

Assets$105,907,823
Liabilities$86,237,090
Net Assets$19,670,733
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $6,530,7392010Expenses 2011: $5,834,7582011Expenses 2012: $5,087,4172012Revenue 2013: $4,434,227Expenses 2013: $4,313,036Net Income 2013: $121,1912013Revenue 2014: $4,275,474Expenses 2014: $3,983,500Net Income 2014: $291,9742014Revenue 2015: $4,357,341Expenses 2015: $3,903,213Net Income 2015: $454,1282015Revenue 2016: $4,181,997Expenses 2016: $3,928,075Net Income 2016: $253,9222016Revenue 2017: $4,287,012Expenses 2017: $3,887,300Net Income 2017: $399,7122017Revenue 2018: $4,447,479Expenses 2018: $4,186,237Net Income 2018: $261,2422018Revenue 2019: $4,612,455Expenses 2019: $4,500,722Net Income 2019: $111,7332019Revenue 2020: $3,753,355Expenses 2020: $5,034,153Net Income 2020: -$1,280,7982020Revenue 2024: $6,183,455Expenses 2024: $5,667,423Net Income 2024: $516,0322024

Highlighted filing

2019

Revenue$4,612,455
Expenses$4,500,722
Net Income$111,733
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 31, 2020
Return Version
2019v5.0
Gross Receipts
$4,612,455
Mission and Program Overview

Mission

Maintenance of member share and deposit accounts and the payment of interest thereon. Lending and investing of member deposits at market interest.

Maintenance of member share and deposit accounts and the payment of interest thereon

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$69,737,050$69,207,565▼ $529,485
Rtn Earn Endowment Incm Other Fnds$19,211,597$19,670,733▲ $459,136
Savings and Temporary Cash Investments$11,114,418$18,302,922▲ $7,188,504
Investments in Publicly Traded Securities$16,891,150$9,630,400▼ $7,260,750
Land, Buildings, and Equipment, Net$6,113,393$5,923,892▼ $189,501
Cash and Non-Interest-Bearing Accounts$841,733$1,024,486▲ $182,753
Prepaid Expenses and Deferred Charges$511,311$740,059▲ $228,748
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$105,997,996$105,907,823▼ $90,173
Other Assets Total$788,941$1,078,499▲ $289,558
Liabilities
Other Liabilities$86,235,619$85,770,736▼ $464,883
Accounts Payable and Accrued Expenses$550,780$466,354▼ $84,426
Total Liabilities$86,786,399$86,237,090▼ $549,309
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,211,597$19,670,733▲ $459,136
Total Liabilities and Net Assets / Fund Balance$105,997,996$105,907,823▼ $90,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,270,185$1,183,736$0
Other Land Buildings$0$0$0
Land$2,492,128-$0
Equipment$160,258$209,822$0
Leasehold Improvements$1,321$10,275$0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert BartolPresidentFT$159,280$159,280
Paul TravagliniBusiness Banking OfficerFT$122,402$122,402
Eric RichDirector of LendingFT$115,265$115,265
Tommy LuuCFOFT$114,353$114,353
John CascianoTreasurer-$8,585$8,585
Alexander CicconeBoard Member-$8,287$8,287
Joseph TierneyChairman-$8,245$8,245
Stephen TassinariBoard Member-$8,233$8,233
Carlton TarpinianBoard Member-$8,093$8,093
Martin ScafidiBoard Member-$7,820$7,820
John G Coyne JrBoard Member-$7,666$7,666
John LacroixBoard Member-$6,543$6,543
Anthony DeStefanoBoard Member-$6,514$6,514
Robert LosiBoard member-$2,160$2,160
Paul RizzoBoard Member-$1,931$1,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,612,455
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$111,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,612,455
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,612,455
Total Revenue per Form 990
$4,612,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,293,024
Salaries, Compensation, and Employee Benefits$2,207,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,005,642
Current Officers, Directors, Trustees, and Key Employees---$585,377
Office Expenses---$370,907
Interest---$314,161
Information Technology---$252,689
Other Employee Benefits---$247,193
Pension Plan Contributions---$221,069
Depreciation Depletion---$214,263
All Other Expenses---$209,227
Payroll Taxes---$148,417
Occupancy---$145,772
Advertising---$87,106
Fees for Services Accounting---$85,000
Other Expenses---$83,292
Insurance---$78,906
Conferences and Meetings---$1,232
Total Functional Expenses$0$0$0$4,500,722

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,500,722
Total Expenses per Audited Statements$4,500,722
Total Expenses per Form 990$4,500,722
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Deposit Accounts$85,770,736
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
No
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

“Form 990, Part VI, Section A, Line 6 - The organization is made up of members who pay 25.00 to open an account with the credit union.”

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

“Form 990, Part VI, Section A, Line 7a - The organization has members who may run for a seat of the governing body if they choose to do so.”

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

“Form 990, Part VI, Section A, Line 7b - There are certain decisions that require a vote of the membership before they can become effective.”

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

“Form 990, Part VI, Section B, Line 11b - Form 990 is prepared by the President and is reviewed by the Chief Financial Officer before it is submitted to the IRS.”

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

“Form 990, Part VI, Section B, Line 12c - The Directors and employees of the credit union have to read and sign the policy on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Form 990, Part VI, Section B, Line 15 - The President is under contract and his salary is set by the Personnel Committee who is made up of three Board of Directors. The salary of the CFO is determined by the President. The credit union references a compensation survey that was conducted by an independent firm that looks at other financial institutions and comes up with comparative salaries.”

Form 990, Part VI, Section C, Line 19

“Form 990, Part VI, Section C, Line 19 - Upon request, these documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
First Priority Credit Union
EIN
04-1106850
Phone
6174824787
Address
100 Swift Street, East Boston, MA 02128

Signing Officer

Name
Tommy Luu
Title
Chief Financial Officer
Phone
6174824787
Signed
2020-07-31

Organization Details

Principal Officer
Tommy Luu
Formed
1924
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
31
Volunteers
0
Raw XML AppendixShowing 400 of 496 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/InvestmentsPubTradedSecGrp/BOYAmt016891150
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09630400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01403833
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06113393
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05923892
IRS990/LandBldgEquipCostOrOtherBssAmt07327725
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Maintenance of member share and deposit accounts and the payment of interest thereon. Lending and investing of member deposits at market interest.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019211597
IRS990/NetAssetsOrFundBalancesEOYAmt019670733
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0347403
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0145772
IRS990/OfficeExpensesGrp/TotalAmt0370907
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0788941
IRS990/OtherAssetsTotalGrp/EOYAmt01078499
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0247193
IRS990/OtherExpensesGrp/Desc0ATM Costs
IRS990/OtherExpensesGrp/Desc1Provision for Loan Losses
IRS990/OtherExpensesGrp/Desc2Loan Services - OREO Expenses
IRS990/OtherExpensesGrp/Desc3Bank Charges - NCUSIF Expenses
IRS990/OtherExpensesGrp/TotalAmt0311040
IRS990/OtherExpensesGrp/TotalAmt1-11634
IRS990/OtherExpensesGrp/TotalAmt2151063
IRS990/OtherExpensesGrp/TotalAmt383292
IRS990/OtherLiabilitiesGrp/BOYAmt086235619
IRS990/OtherLiabilitiesGrp/EOYAmt085770736
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01005642
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt069737050
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt069207565
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0148417
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0221069
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0511311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0740059
IRS990/PrincipalOfficerNm0Tommy Luu
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Interest on Loans
IRS990/ProgramServiceRevenueGrp/Desc1Interest on Investments
IRS990/ProgramServiceRevenueGrp/Desc2Other Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03416393
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1532872
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2663190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03416393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1532872
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2663190
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02216009
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04447479
IRS990/PYRevenuesLessExpensesAmt0261242
IRS990/PYSalariesCompEmpBnftPaidAmt01970228
IRS990/PYTotalExpensesAmt04186237
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04447479
IRS990/ReconcilationRevenueExpnssAmt0111733
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019211597
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019670733
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011114418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018302922
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03270185
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01183736
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt04453921
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0160258
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0209822
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0370080
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04500722
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt02492128
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt02492128
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01321
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010275
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt011596
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt085770736
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member Share and Deposit Accounts
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04612455
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05923892
IRS990ScheduleD/TotalExpensesPerForm990Amt04500722
IRS990ScheduleD/TotalLiabilityAmt085770736
IRS990ScheduleD/TotalRevenuePerForm990Amt04612455
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04612455
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04500722
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0159280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt0157361
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert Bartol
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159280

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$105,907,823
Liabilities
$86,237,090
Net assets
$19,670,733
Revenue
$4,612,455
Expenses
$4,500,722
Net income
$111,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$112$17.0$6.18$5.67$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$99.6$18.4$3.75$5.03$1.28
2019Detailed filing. Detailed filing data is available for this year.$106$86.2$19.7$4.61$4.50$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$86.8$19.2$4.45$4.19$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$87.3$19.0$4.29$3.89$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$86.4$18.6$4.18$3.93$0.25
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$105$86.5$18.5$4.36$3.90$0.45
2014Detailed filing. Detailed filing data is available for this year.$104$86.4$18.0$4.28$3.98$0.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$107$89.8$17.0$4.43$4.31$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$95.7$17.8$5.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$104$18.0$5.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$111$17.3$6.53