Civic Intelligence

Members Plus Credit Union

990 • Fiscal year 2013 • EIN 04-2039851

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization Profilewww.memberspluscu.org

View Organization Page

29 High StreetMedford, MA 02155

(781) 905-1500

Siviq Scores

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

Liabilities / Assets

20th percentile

0.87x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

23.58x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Net Margin

36th percentile

7.7%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

53rd percentile

$195,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Asset Growth

18th percentile

-0.1%

Faster asset growth than 18% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

28th percentile

-1.9%

Faster revenue growth than 28% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$224,966,561

Down $306,065 (-0.1%) from 2012

Net Assets

Down

$29,341,932

Down $1,510,799 (-4.9%) from 2012

Liabilities

Up

$195,624,629

Up $1,204,734 (+0.6%) from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin36th percentile

Revenue

Down

$8,297,178

Down $158,678 (-1.9%) from 2012

Expenses

Down

$7,658,200

Down $359,848 (-4.5%) from 2012

Net Income

Up

$638,978

Up $201,170 (+46%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$400M$300M$200M$100M$0Assets 2010: $214,374,521Liabilities 2010: $184,712,448Net Assets 2010: $29,662,0732010Assets 2011: $218,019,566Liabilities 2011: $187,616,396Net Assets 2011: $30,403,1702011Assets 2012: $225,272,626Liabilities 2012: $194,419,895Net Assets 2012: $30,852,7312012Assets 2013: $224,966,561Liabilities 2013: $195,624,629Net Assets 2013: $29,341,9322013Assets 2014: $227,332,007Liabilities 2014: $193,444,054Net Assets 2014: $33,887,9532014Assets 2015: $221,853,225Liabilities 2015: $188,591,292Net Assets 2015: $33,261,9332015Assets 2016: $230,578,600Liabilities 2016: $196,401,493Net Assets 2016: $34,177,1072016Assets 2017: $250,653,498Liabilities 2017: $214,287,610Net Assets 2017: $36,365,8882017Assets 2018: $305,910,962Liabilities 2018: $262,735,961Net Assets 2018: $43,175,0012018Assets 2019: $311,960,704Liabilities 2019: $265,368,861Net Assets 2019: $46,591,8432019Assets 2020: $326,864,624Liabilities 2020: $279,738,849Net Assets 2020: $47,125,7752020Assets 2021: $342,620,781Liabilities 2021: $297,309,416Net Assets 2021: $45,311,3652021Assets 2022: $340,150,584Liabilities 2022: $324,488,517Net Assets 2022: $15,662,0672022Assets 2023: $364,571,667Liabilities 2023: $347,762,431Net Assets 2023: $16,809,2362023Assets 2024: $322,079,822Liabilities 2024: $305,553,430Net Assets 2024: $16,526,3922024

Highlighted filing

2013

Assets$224,966,561
Liabilities$195,624,629
Net Assets$29,341,932
Open 2013 Filing

Operations Trend

Revenue Growth28th percentile

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

$20M$10M$0-$10MRevenue 2010: $9,885,993Expenses 2010: $9,375,608Net Income 2010: $510,3852010Expenses 2011: $8,680,9842011Revenue 2012: $8,455,856Expenses 2012: $8,018,048Net Income 2012: $437,8082012Revenue 2013: $8,297,178Expenses 2013: $7,658,200Net Income 2013: $638,9782013Revenue 2014: $8,186,676Expenses 2014: $7,127,711Net Income 2014: $1,058,9652014Revenue 2015: $8,208,030Expenses 2015: $7,260,894Net Income 2015: $947,1362015Revenue 2016: $8,127,964Expenses 2016: $7,193,266Net Income 2016: $934,6982016Revenue 2017: $9,081,091Expenses 2017: $7,703,777Net Income 2017: $1,377,3142017Revenue 2018: $10,442,539Expenses 2018: $9,258,315Net Income 2018: $1,184,2242018Revenue 2019: $12,526,111Expenses 2019: $12,339,982Net Income 2019: $186,1292019Revenue 2020: $11,615,640Expenses 2020: $11,389,858Net Income 2020: $225,7822020Revenue 2021: $10,885,310Expenses 2021: $10,417,241Net Income 2021: $468,0692021Revenue 2022: $11,966,084Expenses 2022: $11,203,906Net Income 2022: $762,1782022Revenue 2023: $13,472,577Expenses 2023: $14,716,142Net Income 2023: -$1,243,5652023Revenue 2024: $11,923,332Expenses 2024: $18,040,472Net Income 2024: -$6,117,1402024

Highlighted filing

2013

Revenue$8,297,178
Expenses$7,658,200
Net Income$638,978
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.0
Gross Receipts
$8,297,178
Mission and Program Overview

Mission

Provide quality, innovative, competitive, and secure financial products and services

Provide Secure products and services to membership

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$147,709,635$150,841,714▲ $3,132,079
Investments in Publicly Traded Securities$51,743,025$53,623,133▲ $1,880,108
Rtn Earn Endowment Incm Other Fnds$30,852,731$29,341,932▼ $1,510,799
Savings and Temporary Cash Investments$14,706,172$9,501,317▼ $5,204,855
Land, Buildings, and Equipment, Net$4,990,910$4,734,513▼ $256,397
Receivables From Officers Etc$3,286,250$3,470,223▲ $183,973
Cash and Non-Interest-Bearing Accounts$881,734$844,882▼ $36,852
Prepaid Expenses and Deferred Charges$223,895$209,533▼ $14,362
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$225,272,626$224,966,561▼ $306,065
Other Assets Total$1,731,005$1,741,246▲ $10,241
Liabilities
Accounts Payable and Accrued Expenses$190,921,709$191,900,621▲ $978,912
Other Liabilities$3,498,186$3,724,008▲ $225,822
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$194,419,895$195,624,629▲ $1,204,734
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,852,731$29,341,932▼ $1,510,799
Total Liabilities and Net Assets / Fund Balance$225,272,626$224,966,561▼ $306,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,983,150$671,952$3,655,102
Equipment$312,081$942,602$1,254,683
Land$1,032,750-$1,032,750
Leasehold Improvements$406,532$194,690$601,222
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
alfred santoroCEO/directorFT$195,000$195,000

Board Members and Trustees

NameTitle
william carrchairman
dan hurleyvice chairman
mike maloneyvice chairman
Richard Cafarellidirector
Thomas Rochedirector
colleen needirector
james manningdirector
mike needirector
pat carneydirector
robert senierdirector
sandra wallacedirector
tim sullivandirector
mark wisnesclerk
craig pinkhamtreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$597,329
Investment Income
$7,699,849
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$638,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,102,424
Salaries, Compensation, and Employee Benefits$2,906,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,736,214
Benefits to Members---$1,649,074
Payroll Taxes---$666,117
Office Expenses---$637,162
Fees for Services Other---$473,000
Occupancy---$379,077
Advertising---$210,000
Current Officers, Directors, Trustees, and Key Employees---$195,000
Information Technology---$167,888
Other Employee Benefits---$161,394
All Other Expenses---$155,036
Depreciation Depletion---$148,862
Pension Plan Contributions---$147,977
Conferences and Meetings---$120,000
Fees for Services Accounting---$85,000
Other Expenses---$83,215
Fees for Service Investment Mgmnt Fees---$63,496
Insurance---$58,664
Fees for Services Management---$45,601
Travel---$24,235
Fees for Services Legal---$19,913
Total Functional Expenses$0$0$0$7,658,200
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$3,286,250$3,470,223▲ $183,973
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
reserve for post retirement$2,783,828
unfunded pension liability$852,513
state withholding tax$65,034
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
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

“each customer who has share account equal or greater than $25 is a member”

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

“annual elections are held to replace directors whoses term is to expire”

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

“certian policy changes need to be approved by a vote of membership”

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

“information entered is compiled from yearend audit report, which is reviewed by board”

Form 990, Part VI, Section B, Line 15

“Ceo has an annual review completed by executive/personnel committee”

Form 990, Part VI, Section C, Line 19

“Upon request, financials are posted in each branch”

Filing and Contact Details

Filer

EIN
04-2039851
Phone
7819051500

Signing Officer

Name
james connolly
Title
VP finance
Phone
7819051524
Signed
2014-08-14

Organization Details

Principal Officer
James Connolly
Formed
1940
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
0
Employees
49
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“change in retirement and postretirement comprehensive income”

Raw XML AppendixShowing 400 of 807 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm1william carr
IRS990/Form990PartVIISectionAGrp/PersonNm2dan hurley
IRS990/Form990PartVIISectionAGrp/PersonNm3mike maloney
IRS990/Form990PartVIISectionAGrp/PersonNm4mark wisnes
IRS990/Form990PartVIISectionAGrp/PersonNm5craig pinkham
IRS990/Form990PartVIISectionAGrp/PersonNm6pat carney
IRS990/Form990PartVIISectionAGrp/PersonNm7james manning
IRS990/Form990PartVIISectionAGrp/PersonNm8mike nee
IRS990/Form990PartVIISectionAGrp/PersonNm9colleen nee
IRS990/Form990PartVIISectionAGrp/PersonNm10Thomas Roche
IRS990/Form990PartVIISectionAGrp/PersonNm11robert senier
IRS990/Form990PartVIISectionAGrp/PersonNm12tim sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm13sandra wallace
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD CAFARELLI
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IRS990/Form990PartVIISectionAGrp/TitleTxt0ceo/director
IRS990/Form990PartVIISectionAGrp/TitleTxt1chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3vice chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt5treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6director
IRS990/Form990PartVIISectionAGrp/TitleTxt7director
IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9director
IRS990/Form990PartVIISectionAGrp/TitleTxt10director
IRS990/Form990PartVIISectionAGrp/TitleTxt11director
IRS990/Form990PartVIISectionAGrp/TitleTxt12director
IRS990/Form990PartVIISectionAGrp/TitleTxt13director
IRS990/Form990PartVIISectionAGrp/TitleTxt14director
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IRS990/FormationYr01940
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt094671
IRS990/GainOrLossGrp/SecuritiesAmt019158
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt094671
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019158
IRS990/GrossReceiptsAmt08297178
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0167888
IRS990/InsuranceGrp/TotalAmt058664
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07586020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07586020
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051743025
IRS990/InvestmentsPubTradedSecGrp/EOYAmt053623133
IRS990/IRPDocumentCnt014306
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01809244
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04990910
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04734513
IRS990/LandBldgEquipCostOrOtherBssAmt06543757
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE QUALITY, INNOVATIVE, COMPETITIVE, AND SECURE FINANCIAL PRODUCTS AND SERVICES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt030852731
IRS990/NetAssetsOrFundBalancesEOYAmt029341932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0113829
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0113829
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-487382
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0379077
IRS990/OfficeExpensesGrp/TotalAmt0637162
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01731005
IRS990/OtherAssetsTotalGrp/EOYAmt01741246
IRS990/OtherChangesInNetAssetsAmt0-1662395
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0161394
IRS990/OtherExpensesGrp/Desc0allowance loan loss
IRS990/OtherExpensesGrp/Desc1state and federal assessment fee
IRS990/OtherExpensesGrp/Desc2loan service fees
IRS990/OtherExpensesGrp/TotalAmt0265000
IRS990/OtherExpensesGrp/TotalAmt1166275
IRS990/OtherExpensesGrp/TotalAmt283215
IRS990/OtherLiabilitiesGrp/BOYAmt03498186
IRS990/OtherLiabilitiesGrp/EOYAmt03724008
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01736214
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0666117
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0147977
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0223895
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0209533
IRS990/PrincipalOfficerNm0JAMES CONNOLLY
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0562698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0562698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134631
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt134631
IRS990/ProgSrvcAccomActy2Grp/Desc0DIVIDENDS ON MEMBERS SHARES
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02043409
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07658987
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02937121
IRS990/PYOtherRevenueAmt0227588
IRS990/PYProgramServiceRevenueAmt0569281
IRS990/PYRevenuesLessExpensesAmt0437808
IRS990/PYSalariesCompEmpBnftPaidAmt03037518
IRS990/PYTotalExpensesAmt08018048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08455856
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03286250
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03470223
IRS990/ReconcilationRevenueExpnssAmt0638978
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030852731
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029341932
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014706172
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09501317
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02983150
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0671952
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03655102

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,966,561
Liabilities
$195,624,629
Net assets
$29,341,932
Revenue
$8,297,178
Expenses
$7,658,200
Net income
$638,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$322$306$16.5$11.9$18.0$6.12
2023Detailed filing. Detailed filing data is available for this year.$365$348$16.8$13.5$14.7$1.24
2022Detailed filing. Detailed filing data is available for this year.$340$324$15.7$12.0$11.2$0.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$343$297$45.3$10.9$10.4$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$327$280$47.1$11.6$11.4$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$312$265$46.6$12.5$12.3$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$306$263$43.2$10.4$9.26$1.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$251$214$36.4$9.08$7.70$1.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$196$34.2$8.13$7.19$0.93
2015Detailed filing. Detailed filing data is available for this year.$222$189$33.3$8.21$7.26$0.95
2014Detailed filing. Detailed filing data is available for this year.$227$193$33.9$8.19$7.13$1.06
2013Detailed filing. Detailed filing data is available for this year.$225$196$29.3$8.30$7.66$0.64
2012Summary only. Only limited summary data is available for this year.$225$194$30.9$8.46$8.02$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$188$30.4$8.68
2010Summary only. Only limited summary data is available for this year.$214$185$29.7$9.89$9.38$0.51