Civic Intelligence

Members Plus Credit Union

990 • Fiscal year 2016 • EIN 04-2039851

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

16th percentile

0.85x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

24.16x

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

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Net Margin

55th percentile

11%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$172,200

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-1.0%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$230,578,600

Up $8,725,375 (+3.9%) from 2015

Net Assets

Up

$34,177,107

Up $915,174 (+2.8%) from 2015

Liabilities

Up

$196,401,493

Up $7,810,201 (+4.1%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin55th percentile

Revenue

Down

$8,127,964

Down $80,066 (-1.0%) from 2015

Expenses

Down

$7,193,266

Down $67,628 (-0.9%) from 2015

Net Income

Down

$934,698

Down $12,438 (-1.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2016

Assets$230,578,600
Liabilities$196,401,493
Net Assets$34,177,107
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$8,127,964
Expenses$7,193,266
Net Income$934,698
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$8,127,964
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$148,993,810$150,988,125▲ $1,994,315
Investments in Publicly Traded Securities$52,445,793$59,285,519▲ $6,839,726
Rtn Earn Endowment Incm Other Fnds$33,261,933$34,177,107▲ $915,174
Savings and Temporary Cash Investments$7,794,895$6,805,329▼ $989,566
Land, Buildings, and Equipment, Net$4,411,428$4,242,287▼ $169,141
Receivables From Officers Etc$3,318,750$3,368,248▲ $49,498
Cash and Non-Interest-Bearing Accounts$928,428$898,041▼ $30,387
Other Notes and Loans Receivable, Net$570,757$611,200▲ $40,443
Prepaid Expenses and Deferred Charges$247,517$331,316▲ $83,799
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$221,853,225$230,578,600▲ $8,725,375
Other Assets Total$3,141,847$4,048,535▲ $906,688
Liabilities
Accounts Payable and Accrued Expenses$186,015,854$193,491,771▲ $7,475,917
Other Liabilities$2,575,438$2,909,722▲ $334,284
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$188,591,292$196,401,493▲ $7,810,201
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,261,933$34,177,107▲ $915,174
Total Liabilities and Net Assets / Fund Balance$221,853,225$230,578,600▲ $8,725,375

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,731,465$1,013,788$3,745,253
Equipment$202,274$1,385,260$1,587,534
Land$1,032,750-$1,032,750
Leasehold Improvements$275,798$325,424$601,222
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MurphyCEOFT$172,200$172,200

Board Members and Trustees

NameTitle
mike neechairman
dan hurleyvice chairman
mike maloneyvice chairman
Craig ConnollyDirector
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
$647,732
Investment Income
$7,480,232
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$934,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,105,722
Other Expenses$2,952,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,884,292
Benefits to Members---$1,134,695
Other Employee Benefits---$758,211
Office Expenses---$708,496
Fees for Services Other---$479,889
Occupancy---$375,921
Advertising---$350,000
Information Technology---$182,216
Current Officers, Directors, Trustees, and Key Employees---$172,200
Payroll Taxes---$165,045
Pension Plan Contributions---$125,974
Conferences and Meetings---$120,000
Depreciation Depletion---$113,170
All Other Expenses---$101,640
Fees for Services Accounting---$85,000
Fees for Services Management---$79,465
Fees for Service Investment Mgmnt Fees---$73,019
Insurance---$55,459
Travel---$29,314
Other Expenses---$26,802
Fees for Services Legal---$17,034
Total Functional Expenses$0$0$0$7,193,266
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$3,318,750$3,368,248▲ $49,498
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$2,085,390
Other Misc Liabilities$795,507
State Witholding Tax$21,351
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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 each year 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 audits, which are reviewed by board”

Form 990, Part VI, Section B, Line 15

“The 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 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
2017-11-10

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

“Reclassification of Post-Retirement and Retirement Comprehensive Income”

Raw XML AppendixShowing 400 of 767 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/PersonNm13RICHARD CAFARELLI
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IRS990/Form990PartVIISectionAGrp/PersonNm15John Murphy
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0director
IRS990/Form990PartVIISectionAGrp/TitleTxt1vice chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3clerk
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/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0111823
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/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0111823
IRS990/GrossReceiptsAmt08127964
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/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0182216
IRS990/InsuranceGrp/TotalAmt055459
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07368409
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07368409
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052445793
IRS990/InvestmentsPubTradedSecGrp/EOYAmt059285519
IRS990/IRPDocumentCnt06950
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02724472
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04411428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04242287
IRS990/LandBldgEquipCostOrOtherBssAmt06966759
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/NetAssetsOrFundBalancesBOYAmt033261933
IRS990/NetAssetsOrFundBalancesEOYAmt034177107
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0111823
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0111823
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/NetUnrlzdGainsLossesInvstAmt0-493329
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0375921
IRS990/OfficeExpensesGrp/TotalAmt0708496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03141847
IRS990/OtherAssetsTotalGrp/EOYAmt04048535
IRS990/OtherChangesInNetAssetsAmt0473805
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0758211
IRS990/OtherExpensesGrp/Desc0Loan Service Fees
IRS990/OtherExpensesGrp/Desc1State Assessment
IRS990/OtherExpensesGrp/Desc2League Dues
IRS990/OtherExpensesGrp/TotalAmt0130303
IRS990/OtherExpensesGrp/TotalAmt125121
IRS990/OtherExpensesGrp/TotalAmt226802
IRS990/OtherLiabilitiesGrp/BOYAmt02575438
IRS990/OtherLiabilitiesGrp/EOYAmt02909722
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01884292
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0570757
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0611200
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0165045
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0125974
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0247517
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0331316
IRS990/PrincipalOfficerNm0James Connolly
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/Desc0Member Fee Income
IRS990/ProgramServiceRevenueGrp/Desc1Admin Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0626034
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0626034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121698
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt121698
IRS990/ProgSrvcAccomActy2Grp/Desc0DIVIDENDS ON MEMBERS SHARES
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01209014
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07552659
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02897956
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0655371
IRS990/PYRevenuesLessExpensesAmt0947136
IRS990/PYSalariesCompEmpBnftPaidAmt03153924
IRS990/PYTotalExpensesAmt07260894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08208030
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03318750
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03368248
IRS990/ReconcilationRevenueExpnssAmt0934698
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,578,600
Liabilities
$196,401,493
Net assets
$34,177,107
Revenue
$8,127,964
Expenses
$7,193,266
Net income
$934,698
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
2016Detailed filing. Detailed filing data is available for this year.$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