Civic Intelligence

Workers Federal Credit Union Fka

990 • Fiscal year 2020 • EIN 04-2079901

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization ProfileWWW.WCU.COM

View Organization Page

119 Russell StreetLittleton, MA 01460

(978) 345-1021

Siviq Scores

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

Liabilities / Assets

40th percentile

0.89x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

19.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Net Margin

16th percentile

7.3%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Top Officer Pay

51st percentile

$958,830

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Asset Growth

1st percentile

6.7%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-1.1%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,995,827,980

Up $124,542,230 (+6.7%) from 2019

Net Assets

Up

$212,054,439

Up $15,027,208 (+7.6%) from 2019

Liabilities

Up

$1,783,773,541

Up $109,515,022 (+6.5%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin16th percentile

Revenue

Down

$93,796,292

Down $1,056,728 (-1.1%) from 2019

Expenses

Up

$86,973,420

Up $8,039,204 (+10%) from 2019

Net Income

Down

$6,822,872

Down $9,095,932 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $799,246,251Liabilities 2010: $697,971,052Net Assets 2010: $101,275,1992010Assets 2011: $830,608,787Liabilities 2011: $719,301,118Net Assets 2011: $111,307,6692011Assets 2012: $913,270,562Liabilities 2012: $791,518,870Net Assets 2012: $121,751,6922012Assets 2013: $1,038,005,093Liabilities 2013: $910,462,304Net Assets 2013: $127,542,7892013Assets 2014: $1,151,137,509Liabilities 2014: $1,009,384,357Net Assets 2014: $141,753,1522014Assets 2015: $1,312,153,172Liabilities 2015: $1,158,779,923Net Assets 2015: $153,373,2492015Assets 2016: $1,501,397,830Liabilities 2016: $1,340,526,709Net Assets 2016: $160,871,1212016Assets 2017: $1,635,615,637Liabilities 2017: $1,467,264,443Net Assets 2017: $168,351,1942017Assets 2018: $1,797,705,514Liabilities 2018: $1,620,462,731Net Assets 2018: $177,242,7832018Assets 2019: $1,871,285,750Liabilities 2019: $1,674,258,519Net Assets 2019: $197,027,2312019Assets 2020: $1,995,827,980Liabilities 2020: $1,783,773,541Net Assets 2020: $212,054,4392020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$1,995,827,980
Liabilities$1,783,773,541
Net Assets$212,054,439
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$100M$50M$0Expenses 2010: $39,015,2932010Expenses 2011: $37,769,7952011Expenses 2012: $38,381,0492012Revenue 2013: $50,511,421Expenses 2013: $41,541,677Net Income 2013: $8,969,7442013Revenue 2014: $56,169,788Expenses 2014: $44,113,011Net Income 2014: $12,056,7772014Revenue 2015: $63,915,965Expenses 2015: $50,184,443Net Income 2015: $13,731,5222015Revenue 2016: $72,113,303Expenses 2016: $61,498,176Net Income 2016: $10,615,1272016Revenue 2017: $77,870,168Expenses 2017: $72,576,334Net Income 2017: $5,293,8342017Revenue 2018: $87,508,229Expenses 2018: $71,395,261Net Income 2018: $16,112,9682018Revenue 2019: $94,853,020Expenses 2019: $78,934,216Net Income 2019: $15,918,8042019Revenue 2020: $93,796,292Expenses 2020: $86,973,420Net Income 2020: $6,822,8722020Revenue 2021: $1,210,709Expenses 2021: $1,171,561Net Income 2021: $39,1482021

Highlighted filing

2020

Revenue$93,796,292
Expenses$86,973,420
Net Income$6,822,872
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$202,112,181
Mission and Program Overview

Mission

The organization is a state chartered credit union that serves members who live or work in massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,342,463,928$1,310,674,233▼ $31,789,695
Investments in Publicly Traded Securities$376,704,397$451,397,323▲ $74,692,926
Rtn Earn Endowment Incm Other Fnds$188,725,828$203,753,036▲ $15,027,208
Cash and Non-Interest-Bearing Accounts$29,476,828$84,500,611▲ $55,023,783
Prepaid Expenses and Deferred Charges$49,643,080$61,332,892▲ $11,689,812
Land, Buildings, and Equipment, Net$24,887,502$34,855,452▲ $9,967,950
Investments Other Securities$21,010,567$18,944,615▼ $2,065,952
Pd in Cap Srpls Land Bldg Eqp Fund$8,301,403$8,301,403→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,871,285,750$1,995,827,980▲ $124,542,230
Other Assets Total$27,099,448$34,122,854▲ $7,023,406
Liabilities
Other Liabilities$1,674,258,519$1,783,773,541▲ $109,515,022
Total Liabilities$1,674,258,519$1,783,773,541▲ $109,515,022
Net Assets / Fund Balance
Total Net Assets Fund Balance$197,027,231$212,054,439▲ $15,027,208
Total Liabilities and Net Assets / Fund Balance$1,871,285,750$1,995,827,980▲ $124,542,230

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,541,310$11,188,843$34,730,153
Equipment$4,286,969$7,093,928$11,380,897
Land$4,762,910-$4,762,910
Other Land Buildings$1,590,614-$1,590,614
Leasehold Improvements$673,649$659,944$1,333,593
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas J PetersenPresident/CEOFT$753,849$204,981$958,830
J Timothy SmithSVP - CFO & TreasurerFT$374,924$107,081$482,005
Sandra Sagehorn ElliottEvp, COO (ended 9/2020)FT$368,108$20,517$388,625
Mark FantasiaVP Retirement Planning & IFT$352,680$34,650$387,330
David EarlsFinancial AdvisorFT$285,506$47,439$332,945
Joanne WhiteSVP Information TechnologyFT$281,930$31,993$313,923
Thomas GraySVP LendingFT$266,607$34,402$301,009
Peter RiceSVP Retail ServicesFT$275,183$20,881$296,064
Mary Jane FitzsimmonsSVP Human Capital (CPO)FT$245,692$38,223$283,915
Robert S LockettCSO & SVP Diversified ServFT$232,317$30,926$263,243
Scott KwartaSVP Risk Mgmt (ended 10/2020)FT$215,472$16,754$232,226
Donald DelucaVP Solutions ArchitectFT$189,062$27,325$216,387
Robert P GalloVP Commercial LendingFT$152,517$42,913$195,430
Beckie PerlupoVP Asst. Treasurer & ControllerFT$161,241$23,840$185,081

Board Members and Trustees

NameTitle
Mary HeafyDirector/chairman
Nilesh GundaDirector/vice Chair
Eric D ShapiroDirector
Erica LightDirector
Raven SmithDirector
Ryan LichwellDirector
Scot BarrettDirector
Mary Ann AshtonDirector (ended 10/2020)
Robert MarkleyDirector/clerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Nauset ConstructionConstruction10 KEARNEY ROAD, Needham, MA 02494$7,430,634
Vector 5 CollaborativeConstruction198 SUMMER STREET, Lunenburg, MA 01462$946,955
InsegmentMarketing300 WASHINGTON STREET, Newton, MA 02458$458,504
Co Op Financial ServicesCall Center9692 HAVEN AVE, Rancho Cucamonga, CA 91730$442,399
Law Offices Of Thomas GibbonsLegal21 PARK STREET, Ayer, MA 01432$249,983
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,688,634
Investment Income
$10,344,206
Other Revenue
$763,452
Change in Net Assets
$6,822,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$93,032,840
Revenue Not Reported on Financial Statements
$763,452
Revenue Not Reported on Form 990
$8,204,336
Other Revenue Adjustments
$763,452
Total Revenue per Audited Statements
$101,237,176
Total Revenue per Form 990
$93,796,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,886,385
Salaries, Compensation, and Employee Benefits$31,666,996
Grants and Similar Amounts Paid$420,039
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$23,336,743
Other Salaries and Wages---$22,010,815
Information Technology---$7,570,583
Office Expenses---$3,589,259
Current Officers, Directors, Trustees, and Key Employees---$3,084,104
Other Employee Benefits---$2,934,669
Occupancy---$2,531,470
Depreciation Depletion---$2,513,900
Payroll Taxes---$1,928,957
Pension Plan Contributions---$1,708,451
Fees for Services Other---$1,569,108
Insurance---$797,017
Advertising---$757,928
Grants to Domestic Orgs---$420,039
Fees for Services Legal---$305,828
Fees for Services Accounting---$190,038
Conferences and Meetings---$119,867
All Other Expenses---$119,266
Other Expenses---$111,929
Travel---$76,362
Total Functional Expenses$0$0$0$86,973,420

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$86,973,420
Total Expenses per Form 990$86,973,420
Total Expenses per Audited Statements$86,209,968
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-763,452
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of North Central Mass IncFitchburg, MA501(c)(3)Charitable Contributions$209,456
Heywood HealthcareGardner, MA501(c)(3)Charitable Contributions$50,000
Habitat for HumanityAmericus, GA501(c)(3)Charitable Contributions$16,409
Monty Tech FoundationFitchburg, MA501(c)(3)Charitable Contributions$10,000
Newvue CommunitiesFitchburg, MA501(c)(3)Charitable Contributions$8,000
Discovery MuseumActon, MA501(c)(3)Charitable Contributions$5,000
Montachusett Opportunity CouncilFitchburg, MA501(c)(3)Charitable Contributions$5,000
NaacpWorcester, MA501(c)(3)Charitable Contributions$5,000
North Central Ma Chamber of CommerceFitchburg, MA501(c)(3)Charitable Contributions$5,000
North Central Ma Develpment CorporationFitchburg, MA501(c)(3)Charitable Contributions$5,000
North Star Family ServicesLeominster, MA501(c)(3)Charitable Contributions$5,000
Sizer School FoundationFitchburg, MA501(c)(3)Charitable Contributions$5,000
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
Share and Deposit Accounts$1,390,912,470
Long Term Debt$381,500,000
Other Liabilities$11,361,071
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

“Workers' credit union is a state-chartered community credit union. Our field of membership allows us to accept members who either reside in massachusetts or work for a company that is based in massachusetts.”

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

“The members vote for the board of directors at the annual meeting and on all business brought before the members.”

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

“The members vote for the board of directors at the annual meeting and on all business brought before the members.”

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

“The board of directors has delegated the responsibility of reviewing the form 990 to the ceo and cfo. The form 990 is made available to any board member who requests it.”

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

“There is a written conflict of interest policy for all board members and all employees. All employees and board members are required to sign off on a code of conduct policy annually which addresses conflicts of interest. The board reviews all conflicts to assure that all conflicts are resolved.”

Form 990, Part VI, Section B, Line 15

“The board reviews and approves the employment contract of the ceo annually. The board uses comparables with other like financial institutions along with job performance factors to determine compensation.”

Form 990, Part VI, Section C, Line 19

“The credit union makes available all governing documents and form 990 to anyone who asks for it. A copy of the statement of condition is posted in all banking lobbies annually.”

Filing and Contact Details

Filer

Filer Name
Workers Federal Credit Union Fka
EIN
04-2079901
Phone
9783451021
Address
119 RUSSELL STREET, LITTLETON, MA 01460

Signing Officer

Name
Beckie Perlupo
Title
SVP CFO & Treasurer
Phone
9783451021
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Timothy Smith
Formed
1914
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
355
Volunteers
9

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change in the oversight process or selection process during the tax year 2020.”

Form 990, Part IV, Line 26

“Some of the officers and directors have loans outstanding with the credit union. These loans were obtained in the ordinary course of business of the credit union on the same terms as are available to all members. Persuant to instructions for schedule l, these loans are not reportable on schedule l.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute, from federal taxes on income related to the exempt purpose of the credit union. Tax positions taken or expected to be taken, including the position that the credit union qualifies as a tax exempt entity, are required to be evaluated to determine whether the tax positions are "more-likely-than-not" to be upheld under regulatory review. Tax positions not deemed to meet the more-likely-than-not threshold would be accrued and disclosed in the consolidated financial statements. There are no uncertain tax positions that require accrual or disclosure at december 31, 2020 or 2019.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental income was reclassified to income from expense. 763,452.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental income was reclassified to income from expense -763,452.”

Raw XML AppendixShowing 400 of 984 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS A STATE CHARTERED CREDIT UNION THAT SERVES MEMBERS WHO LIVE OR WORK IN MASSACHUSETTS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt0757928
IRS990/AllOtherExpensesGrp/TotalAmt0119266
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CARLA LUSSIER
IRS990/BooksInCareOfDetail/PhoneNum09783537079
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0119 RUSSELL STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LITTLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001460
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt029476828
IRS990/CashNonInterestBearingGrp/EOYAmt084500611
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt015
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03084104
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0119867
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt07430634
IRS990/ContractorCompensationGrp/CompensationAmt1946955
IRS990/ContractorCompensationGrp/CompensationAmt2458504
IRS990/ContractorCompensationGrp/CompensationAmt3442399
IRS990/ContractorCompensationGrp/CompensationAmt4249983
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010 KEARNEY ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1198 SUMMER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2300 WASHINGTON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt39692 HAVEN AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt421 PARK STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEEDHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LUNENBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEWTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3RANCHO CUCAMONGA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4AYER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002494
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd101462
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202458
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd391730
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd401432
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NAUSET CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1VECTOR 5 COLLABORATIVE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2INSEGMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CO OP FINANCIAL SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4LAW OFFICES OF THOMAS GIBBONS
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2MARKETING
IRS990/ContractorCompensationGrp/ServicesDesc3CALL CENTER
IRS990/ContractorCompensationGrp/ServicesDesc4LEGAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0420039
IRS990/CYInvestmentIncomeAmt010344206
IRS990/CYOtherExpensesAmt054886385
IRS990/CYOtherRevenueAmt0763452
IRS990/CYProgramServiceRevenueAmt082688634
IRS990/CYRevenuesLessExpensesAmt06822872
IRS990/CYSalariesCompEmpBnftPaidAmt031666996
IRS990/CYTotalExpensesAmt086973420
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt093796292
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02513900
IRS990/Desc0THE CREDIT UNION IS COOPERATIVE OWNED, DIRECTED AND DEDICATED TO ITS MEMBERS. AS OF 12/31/2020, THE CREDIT UNION'S NET LOANS TOTALED $1.31 BILLION AND SHARE DEPOSITS TOTALED $1.39 BILLION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0355
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0190038
IRS990/FeesForServicesLegalGrp/TotalAmt0305828
IRS990/FeesForServicesOtherGrp/TotalAmt01569108
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9190168
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10101369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128171
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1218845
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328505
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1416207
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520139
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1616893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1715440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1825970
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1917274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2022169
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2132158
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2222640
IRS990/Form990PartVIISectionAGrp/PersonNm0RYAN LICHWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC D SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT MARKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3NILESH GUNDA
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY ANN ASHTON
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY HEAFY
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOT BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm7ERICA LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm8RAVEN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9DOUGLAS J PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10J TIMOTHY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT S LOCKETT
IRS990/Form990PartVIISectionAGrp/PersonNm12SANDRA SAGEHORN ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm13THOMAS GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm14JOANNE WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm15PETER RICE
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY JANE FITZSIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT KWARTA
IRS990/Form990PartVIISectionAGrp/PersonNm18DONALD DELUCA
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT P GALLO
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID EARLS
IRS990/Form990PartVIISectionAGrp/PersonNm21MARK FANTASIA
IRS990/Form990PartVIISectionAGrp/PersonNm22BECKIE PERLUPO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9768662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10380636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11235072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12369780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13272504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14297716
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15275925
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16267022
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17216786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18190417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19178156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20310776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21355172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22162441
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (ENDED 10/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP - CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CSO & SVP DIVERSIFIED SERV
IRS990/Form990PartVIISectionAGrp/TitleTxt12EVP, COO (ENDED 9/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP INFORMATION TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP RETAIL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP HUMAN CAPITAL (CPO)
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP RISK MGMT (ENDED 10/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP SOLUTIONS ARCHITECT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP COMMERCIAL LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt20FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP RETIREMENT PLANNING & I
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP ASST. TREASURER & CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01914
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01584847
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0420039
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0109900736
IRS990/GrossReceiptsAmt0202112181
IRS990/GrossRentsGrp/RealAmt0763452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt044
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt07570583
IRS990/InsuranceGrp/TotalAmt0797017
IRS990/InterestGrp/TotalAmt023336743
IRS990/InvestmentIncomeGrp/ExclusionAmt08759359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08759359
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021010567
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018944615
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0376704397
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0451397323
IRS990/IRPDocumentCnt095663
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018942715
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024887502
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034855452
IRS990/LandBldgEquipCostOrOtherBssAmt053798167
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0108315889
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A STATE CHARTERED CREDIT UNION THAT SERVES MEMBERS WHO LIVE OR WORK IN MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt0197027231
IRS990/NetAssetsOrFundBalancesEOYAmt0212054439
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01584847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01584847
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0763452
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0763452
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08204336
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02531470
IRS990/OfficeExpensesGrp/TotalAmt03589259
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027099448
IRS990/OtherAssetsTotalGrp/EOYAmt034122854
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02934669
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES, MEMBERSHIPS, SUBS
IRS990/OtherExpensesGrp/Desc3EDUCATION EXPENSE
IRS990/OtherExpensesGrp/TotalAmt08487987
IRS990/OtherExpensesGrp/TotalAmt12545941
IRS990/OtherExpensesGrp/TotalAmt2263159
IRS990/OtherExpensesGrp/TotalAmt3111929
IRS990/OtherLiabilitiesGrp/BOYAmt01674258519
IRS990/OtherLiabilitiesGrp/EOYAmt01783773541
IRS990/OtherSalariesAndWagesGrp/TotalAmt022010815
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01342463928
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01310674233
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01928957
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt08301403
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt08301403
IRS990/PensionPlanContributionsGrp/TotalAmt01708451
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049643080
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061332892
IRS990/PrincipalOfficerNm0J TIMOTHY SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES
IRS990/ProgramServiceRevenueGrp/Desc2ATM SURCHARGES/SHARED BRANCHING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059343017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123192522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059343017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123192522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2153095
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0153095
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0375545
IRS990/PYInvestmentIncomeAmt013422103
IRS990/PYOtherExpensesAmt048202409
IRS990/PYOtherRevenueAmt0148082
IRS990/PYProgramServiceRevenueAmt081282835
IRS990/PYRevenuesLessExpensesAmt015918804
IRS990/PYSalariesCompEmpBnftPaidAmt030356262
IRS990/PYTotalExpensesAmt078934216
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094853020
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06822872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0763452
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,995,827,980
Liabilities
$1,783,773,541
Net assets
$212,054,439
Revenue
$93,796,292
Expenses
$86,973,420
Net income
$6,822,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$1.21$1.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1,996$1,784$212$93.8$87.0$6.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,871$1,674$197$94.9$78.9$15.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,798$1,620$177$87.5$71.4$16.1
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,636$1,467$168$77.9$72.6$5.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,501$1,341$161$72.1$61.5$10.6
2015Detailed filing. Detailed filing data is available for this year.$1,312$1,159$153$63.9$50.2$13.7
2014Detailed filing. Detailed filing data is available for this year.$1,151$1,009$142$56.2$44.1$12.1
2013Detailed filing. Detailed filing data is available for this year.$1,038$910$128$50.5$41.5$8.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$913$792$122$38.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$831$719$111$37.8
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$799$698$101$39.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)14 • $1B+ nonprofits