Civic Intelligence

Members Plus Credit Union

990 • Fiscal year 2015 • EIN 04-2039851

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

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

15th percentile

0.85x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

22.98x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Net Margin

53rd percentile

12%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$235,950

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Asset Growth

3rd percentile

-2.4%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

0.3%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$221,853,225

Down $5,478,782 (-2.4%) from 2014

Net Assets

Down

$33,261,933

Down $626,020 (-1.8%) from 2014

Liabilities

Down

$188,591,292

Down $4,852,762 (-2.5%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin53rd percentile

Revenue

Up

$8,208,030

Up $21,354 (+0.3%) from 2014

Expenses

Up

$7,260,894

Up $133,183 (+1.9%) from 2014

Net Income

Down

$947,136

Down $111,829 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2015

Assets$221,853,225
Liabilities$188,591,292
Net Assets$33,261,933
Open 2015 Filing

Operations Trend

Revenue Growth27th 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

2015

Revenue$8,208,030
Expenses$7,260,894
Net Income$947,136
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$8,208,030
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$148,155,050$148,993,810▲ $838,760
Investments in Publicly Traded Securities$60,423,668$52,445,793▼ $7,977,875
Rtn Earn Endowment Incm Other Fnds$33,887,953$33,261,933▼ $626,020
Savings and Temporary Cash Investments$5,620,648$7,794,895▲ $2,174,247
Land, Buildings, and Equipment, Net$4,608,249$4,411,428▼ $196,821
Receivables From Officers Etc$3,392,458$3,318,750▼ $73,708
Cash and Non-Interest-Bearing Accounts$778,132$928,428▲ $150,296
Other Notes and Loans Receivable, Net$940,090$570,757▼ $369,333
Prepaid Expenses and Deferred Charges$163,768$247,517▲ $83,749
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$227,332,007$221,853,225▼ $5,478,782
Other Assets Total$3,249,944$3,141,847▼ $108,097
Liabilities
Accounts Payable and Accrued Expenses$191,017,363$186,015,854▼ $5,001,509
Other Liabilities$2,426,691$2,575,438▲ $148,747
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$193,444,054$188,591,292▼ $4,852,762
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,887,953$33,261,933▼ $626,020
Total Liabilities and Net Assets / Fund Balance$227,332,007$221,853,225▼ $5,478,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,840,239$898,212$3,738,451
Equipment$224,401$1,182,841$1,407,242
Land$1,032,750-$1,032,750
Leasehold Improvements$314,038$287,183$601,221
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
alfred santoroCEOFT$235,950$235,950

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$655,371
Investment Income
$7,552,659
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$947,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,153,924
Other Expenses$2,897,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,999,608
Benefits to Members---$1,209,014
Other Employee Benefits---$646,988
Office Expenses---$633,786
Fees for Services Other---$485,360
Occupancy---$432,001
Advertising---$307,000
Current Officers, Directors, Trustees, and Key Employees---$235,950
Information Technology---$182,868
Payroll Taxes---$179,490
Conferences and Meetings---$120,000
Depreciation Depletion---$111,706
All Other Expenses---$103,323
Pension Plan Contributions---$91,888
Fees for Services Accounting---$85,000
Fees for Service Investment Mgmnt Fees---$71,980
Fees for Services Management---$60,679
Insurance---$39,030
Travel---$38,459
Other Expenses---$27,790
Fees for Services Legal---$9,021
Total Functional Expenses$0$0$0$7,260,894
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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$3,392,458$3,318,750▼ $73,708
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$2,036,368
Other Misc Liabilities$445,041
State Withholding Tax$54,415
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 a 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 whose term is about to expire”

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

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

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

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

Form 990, Part VI, Section B, Line 15

“CEO has an annual review done by the Executive/Personnel committee”

Form 990, Part VI, Section C, Line 19

“Upon request, Financials are posted monthly in each branch”

Filing and Contact Details

Filer

Filer Name
Members Plus Credit Union
EIN
04-2039851
Phone
7819051500
Address
29 High Street, Medford, MA 02155

Signing Officer

Name
james connolly
Title
VP finance
Phone
7819051524
Signed
2016-08-15

Organization Details

Principal Officer
James Connolly
Formed
1940
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
0
Employees
47
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Reclassification of post-retirement and retirement comprehensive income”

Raw XML AppendixShowing 400 of 805 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5director
IRS990/Form990PartVIISectionAGrp/TitleTxt6director
IRS990/Form990PartVIISectionAGrp/TitleTxt7chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9director
IRS990/Form990PartVIISectionAGrp/TitleTxt10director
IRS990/Form990PartVIISectionAGrp/TitleTxt11director
IRS990/Form990PartVIISectionAGrp/TitleTxt12director
IRS990/Form990PartVIISectionAGrp/TitleTxt13director
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0115194
IRS990/GainOrLossGrp/SecuritiesAmt0179329
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0115194
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0179329
IRS990/GrossReceiptsAmt08208030
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
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/TotalAmt0182868
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt039030
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07258136
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07258136
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt060423668
IRS990/InvestmentsPubTradedSecGrp/EOYAmt052445793
IRS990/IRPDocumentCnt06983
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02368236
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04608249
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04411428
IRS990/LandBldgEquipCostOrOtherBssAmt06779664
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/NetAssetsOrFundBalancesBOYAmt033887953
IRS990/NetAssetsOrFundBalancesEOYAmt033261933
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0294523
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0294523
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-77438
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0432001
IRS990/OfficeExpensesGrp/TotalAmt0633786
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03249944
IRS990/OtherAssetsTotalGrp/EOYAmt03141847
IRS990/OtherChangesInNetAssetsAmt0-1495718
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0646988
IRS990/OtherExpensesGrp/Desc0loan service fees
IRS990/OtherExpensesGrp/Desc1allowance loan loss
IRS990/OtherExpensesGrp/Desc2state assessment
IRS990/OtherExpensesGrp/TotalAmt0130719
IRS990/OtherExpensesGrp/TotalAmt159234
IRS990/OtherExpensesGrp/TotalAmt227790
IRS990/OtherLiabilitiesGrp/BOYAmt02426691
IRS990/OtherLiabilitiesGrp/EOYAmt02575438
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01999608
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0940090
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0570757
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0179490
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt091888
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0163768
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0247517
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/RelatedOrExemptFuncIncomeAmt0627755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0627755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127616
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt127616
IRS990/ProgSrvcAccomActy2Grp/Desc0DIVIDENDS ON MEMBERS SHARES
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01404606
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07569115
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02846185
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0617561
IRS990/PYRevenuesLessExpensesAmt01058965
IRS990/PYSalariesCompEmpBnftPaidAmt02876920
IRS990/PYTotalExpensesAmt07127711
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08186676
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03392458
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03318750
IRS990/ReconcilationRevenueExpnssAmt0947136
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,853,225
Liabilities
$188,591,292
Net assets
$33,261,933
Revenue
$8,208,030
Expenses
$7,260,894
Net income
$947,136
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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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