Civic Intelligence

Finex Credit Union

990 • Fiscal year 2018 • EIN 06-0659505

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 27, 2018

Organization ProfileWWW.FINEXCU.ORG

View Organization Page

616 Burnside AvenueEast Hartford, CT 06108

(860) 282-0001

Siviq Scores

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

Liabilities / Assets

91st percentile

0.92x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

16.26x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Net Margin

12th percentile

1.7%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$259,710

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Asset Growth

54th percentile

1.9%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

1.4%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$85,055,504

Up $1,601,838 (+1.9%) from 2017

Net Assets

Up

$6,929,653

Up $82,334 (+1.2%) from 2017

Liabilities

Up

$78,125,851

Up $1,519,504 (+2.0%) from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Up

$4,804,874

Up $65,947 (+1.4%) from 2017

Expenses

Up

$4,722,539

Up $192,453 (+4.2%) from 2017

Net Income

Down

$82,335

Down $126,506 (-61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$150M$100M$50M$0Assets 2017: $83,453,666Liabilities 2017: $76,606,347Net Assets 2017: $6,847,3192017Assets 2018: $85,055,504Liabilities 2018: $78,125,851Net Assets 2018: $6,929,6532018Assets 2019: $87,776,020Liabilities 2019: $80,671,212Net Assets 2019: $7,104,8082019Assets 2020: $89,315,333Liabilities 2020: $81,862,586Net Assets 2020: $7,452,7472020Assets 2021: $109,750,704Liabilities 2021: $100,914,988Net Assets 2021: $8,835,7162021Assets 2022: $109,422,895Liabilities 2022: $100,149,201Net Assets 2022: $9,273,6942022Assets 2023: $112,609,874Liabilities 2023: $102,456,848Net Assets 2023: $10,153,0262023Assets 2024: $148,562,385Liabilities 2024: $135,633,924Net Assets 2024: $12,928,4612024Assets 2025: $143,889,213Liabilities 2025: $131,436,208Net Assets 2025: $12,453,0052025

Highlighted filing

2018

Assets$85,055,504
Liabilities$78,125,851
Net Assets$6,929,653
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $4,738,927Expenses 2017: $4,530,086Net Income 2017: $208,8412017Revenue 2018: $4,804,874Expenses 2018: $4,722,539Net Income 2018: $82,3352018Revenue 2019: $5,203,329Expenses 2019: $5,028,174Net Income 2019: $175,1552019Revenue 2020: $5,809,758Expenses 2020: $5,461,820Net Income 2020: $347,9382020Revenue 2021: $7,074,644Expenses 2021: $5,691,677Net Income 2021: $1,382,9672021Revenue 2022: $5,905,863Expenses 2022: $5,467,885Net Income 2022: $437,9782022Revenue 2023: $7,998,878Expenses 2023: $7,767,546Net Income 2023: $231,3322023Revenue 2024: $10,167,569Expenses 2024: $12,010,475Net Income 2024: -$1,842,9062024Revenue 2025: $11,459,156Expenses 2025: $11,934,612Net Income 2025: -$475,4562025

Highlighted filing

2018

Revenue$4,804,874
Expenses$4,722,539
Net Income$82,335
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 27, 2018
Return Version
2017v2.3
Gross Receipts
$4,804,874
Mission and Program Overview

Mission

To provide low cost financial services to the credit union owner depositors.

FINANCIAL SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$58,725,330$60,527,887▲ $1,802,557
Rtn Earn Endowment Incm Other Fnds$6,847,319$6,929,653▲ $82,334
Savings and Temporary Cash Investments$7,438,919$6,666,570▼ $772,349
Cash and Non-Interest-Bearing Accounts$5,998,969$4,977,878▼ $1,021,091
Investments Other Securities$3,311,801$3,233,021▼ $78,780
Land, Buildings, and Equipment, Net$2,885,941$3,064,373▲ $178,432
Accounts Receivable$188,381$193,243▲ $4,862
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$83,453,666$85,055,504▲ $1,601,838
Other Assets Total$4,904,325$6,392,532▲ $1,488,207
Liabilities
Other Liabilities$67,542,565$70,932,821▲ $3,390,256
Mortgage Notes Payable Secured by Investment Property$7,354,840$5,274,492▼ $2,080,348
Accounts Payable and Accrued Expenses$1,708,942$1,918,538▲ $209,596
Total Liabilities$76,606,347$78,125,851▲ $1,519,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,847,319$6,929,653▲ $82,334
Total Liabilities and Net Assets / Fund Balance$83,453,666$85,055,504▲ $1,601,838

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,368,631$894,347-
Land$288,952--
Equipment$283,558$1,026,293-
Leasehold Improvements$123,232$184,457-
Other Assets Org$1,362,201--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael PalladinoPresidentFT$259,710$259,710
Victor PetroniSenior Vice President LendFT$170,049$170,049
Priscilla MitchellDirectorFT$104,509$104,509

Board Members and Trustees

NameTitle
Peter LupiChairman
Paul FalconeVice Chairman
Anthony HomickiDirector
David FlanaganDirector
Guy LabellaDirector
Heidi HigginsDirector
Joyce ReynoldsDirector
Anthony KrawczykEmeritus Director
Bryan WoodwardChief Operating Officer
Gina DoranSecretary
Steven BafundoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,682,050
Investment Income
$-12,301
Other Revenue
$135,125
Change in Net Assets
$82,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,852,431
Salaries, Compensation, and Employee Benefits$1,870,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons-$917,435-$917,435
Information Technology-$780,837-$780,837
Current Officers, Directors, Trustees, and Key Employees-$534,269-$534,269
Occupancy-$350,116-$350,116
Interest-$344,963-$344,963
Fees for Services Other-$296,549-$296,549
Other Employee Benefits-$248,818-$248,818
Depreciation Depletion-$229,715-$229,715
Office Expenses-$191,404-$191,404
Advertising-$154,514-$154,514
Payroll Taxes-$124,212-$124,212
Travel-$49,184-$49,184
Pension Plan Contributions-$45,374-$45,374
Fees for Services Legal-$12,436-$12,436
Other Expenses-$9,075-$9,075
Fees for Services Accounting-$7,034-$7,034
All Other Expenses-$4,034-$4,034
Total Functional Expenses$0$4,722,539$0$4,722,539
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
Members Shares and Savings Accounts$70,932,821
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The credit union will review the return prior to filing.”

Form 990, Part VI, Section B, Line 15B

“Full board must approve based on competitive review. Policy includes both base pay benchmarking and incentive compensation consistent with budget.”

Form 990, Part VI, Section C, Line 18

“This is the credit union's first year being a state charter”

Form 990, Part VI, Section C, Line 19

“Items are available upon request.”

Filing and Contact Details

Filer

Filer Name
Finex Credit Union
EIN
06-0659505
Phone
8602820001
Address
616 BURNSIDE AVENUE, EAST HARTFORD, CT 06108

Signing Officer

Name
Michael Palladino
Title
President
Phone
8602820001
Signed
2018-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Palladino
Formed
1938
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
32
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Brian Kerrigan
Phone
8605223111
Raw XML AppendixShowing 400 of 605 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/OtherExpensesGrp/ManagementAndGeneralAmt39075
IRS990/OtherExpensesGrp/TotalAmt0159105
IRS990/OtherExpensesGrp/TotalAmt1139371
IRS990/OtherExpensesGrp/TotalAmt2124094
IRS990/OtherExpensesGrp/TotalAmt39075
IRS990/OtherLiabilitiesGrp/BOYAmt067542565
IRS990/OtherLiabilitiesGrp/EOYAmt070932821
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522291
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0135125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0135125
IRS990/OtherRevenueTotalAmt0135125
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt058725330
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt060527887
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0124212
IRS990/PayrollTaxesGrp/TotalAmt0124212
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt045374
IRS990/PensionPlanContributionsGrp/TotalAmt045374
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL PALLADINO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOA
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02725884
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11956166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02725884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11956166
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0269465
IRS990/PYOtherExpensesAmt02832066
IRS990/PYOtherRevenueAmt0130237
IRS990/PYProgramServiceRevenueAmt04339225
IRS990/PYRevenuesLessExpensesAmt0208841
IRS990/PYSalariesCompEmpBnftPaidAmt01698020
IRS990/PYTotalExpensesAmt04530086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04738927
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt082335
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06847319
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06929653
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07438919
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06666570
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02368631
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0894347
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03262978
IRS990ScheduleD/EquipmentGrp/BookValueAmt0283558
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01026293
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01309851
IRS990ScheduleD/LandGrp/BookValueAmt0288952
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0288952
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0123232
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0184457
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0307689
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04133070
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1342034
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2235313
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3319914
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt41362201
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SERVICING ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MISCELLANEOUS OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4LOANS HELD FOR SALE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070932821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES AND SAVINGS ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03064373
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06392532
IRS990ScheduleD/TotalLiabilityAmt070932821
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0259710
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1170049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL PALLADINO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VICTOR PETRONI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SENIOR VICE PRESIDENT LEND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0259710
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1170049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt046000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt118528
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt23000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt311064
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt414587
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt530646
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt612474
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt718934
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt820079
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt996856
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10121025
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt11382224
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt12133982
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt13466
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt143990
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt151278
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1629489
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1724515
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1812360
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt192477
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd51
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd61
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd71
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd81

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,055,504
Liabilities
$78,125,851
Net assets
$6,929,653
Revenue
$4,804,874
Expenses
$4,722,539
Net income
$82,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$144$131$12.5$11.5$11.9$0.48
2024Detailed filing. Detailed filing data is available for this year.$149$136$12.9$10.2$12.0$1.84
2023Detailed filing. Detailed filing data is available for this year.$113$102$10.2$8.00$7.77$0.23
2022Detailed filing. Detailed filing data is available for this year.$109$100$9.27$5.91$5.47$0.44
2021Detailed filing. Detailed filing data is available for this year.$110$101$8.84$7.07$5.69$1.38
2020Detailed filing. Detailed filing data is available for this year.$89.3$81.9$7.45$5.81$5.46$0.35
2019Detailed filing. Detailed filing data is available for this year.$87.8$80.7$7.10$5.20$5.03$0.18
2018Detailed filing. Detailed filing data is available for this year.$85.1$78.1$6.93$4.80$4.72$0.08
2017Summary only. Only limited summary data is available for this year.$83.5$76.6$6.85$4.74$4.53$0.21