Civic Intelligence

Finex Credit Union

990 • Fiscal year 2020 • EIN 06-0659505

Apr 01, 2019 to Mar 31, 2020 • Filed on Sep 21, 2020

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

85th percentile

0.92x

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

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

14.09x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Net Margin

35th percentile

6.0%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$257,016

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Asset Growth

2nd percentile

1.8%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

12%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$89,315,333

Up $1,539,313 (+1.8%) from 2019

Net Assets

Up

$7,452,747

Up $347,939 (+4.9%) from 2019

Liabilities

Up

$81,862,586

Up $1,191,374 (+1.5%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin35th percentile

Revenue

Up

$5,809,758

Up $606,429 (+12%) from 2019

Expenses

Up

$5,461,820

Up $433,646 (+8.6%) from 2019

Net Income

Up

$347,938

Up $172,783 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$89,315,333
Liabilities$81,862,586
Net Assets$7,452,747
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$5,809,758
Expenses$5,461,820
Net Income$347,938
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Sep 21, 2020
Return Version
2019v5.1
Gross Receipts
$5,809,758
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$61,899,505$59,776,152▼ $2,123,353
Savings and Temporary Cash Investments$9,716,699$10,537,579▲ $820,880
Rtn Earn Endowment Incm Other Fnds$7,104,808$7,452,747▲ $347,939
Cash and Non-Interest-Bearing Accounts$4,475,918$6,895,485▲ $2,419,567
Investments Other Securities$3,197,499$3,440,741▲ $243,242
Land, Buildings, and Equipment, Net$2,872,419$2,974,210▲ $101,791
Prepaid Expenses and Deferred Charges$296,331$240,039▼ $56,292
Accounts Receivable$218,893$208,783▼ $10,110
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$87,776,020$89,315,333▲ $1,539,313
Other Assets Total$5,098,756$5,242,344▲ $143,588
Liabilities
Other Liabilities$73,319,859$76,240,246▲ $2,920,387
Mortgage Notes Payable Secured by Investment Property$6,268,614$4,436,283▼ $1,832,331
Accounts Payable and Accrued Expenses$1,082,739$1,186,057▲ $103,318
Total Liabilities$80,671,212$81,862,586▲ $1,191,374
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,104,808$7,452,747▲ $347,939
Total Liabilities and Net Assets / Fund Balance$87,776,020$89,315,333▲ $1,539,313

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,458,138$1,044,437-
Land$288,952--
Equipment$227,120$1,159,314-
Leasehold Improvements$0$273,989-
Other Assets Org$57,000--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael PalladinoPresidentFT$257,016$257,016
Michael FerraroCOOFT$159,759$159,759

Board Members and Trustees

NameTitle
Peter LupiChairman
Paul FalconeVice Chairman
Anthony HomickiDirector
David FlanaganDirector
Guy LabellaDirector
Heidi HigginsDirector
Joyce ReynoldsDirector
Gina DoranSecretary
Steven BafundoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,203,483
Investment Income
$505,982
Other Revenue
$100,293
Change in Net Assets
$347,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,809,758
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,809,758
Total Revenue per Form 990
$5,809,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,519,456
Salaries, Compensation, and Employee Benefits$1,942,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,104,180
Information Technology---$866,645
Interest---$486,299
Current Officers, Directors, Trustees, and Key Employees---$416,775
Occupancy---$366,437
Fees for Services Other---$310,204
Office Expenses---$259,232
Depreciation Depletion---$243,255
Other Employee Benefits---$223,884
Payroll Taxes---$145,695
Advertising---$132,684
Fees for Services Management---$57,456
Pension Plan Contributions---$51,830
Travel---$45,760
Fees for Services Legal---$14,538
Other Expenses---$10,651
Fees for Services Accounting---$8,370
Total Functional Expenses$0$0$0$5,461,820

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,461,820
Total Expenses per Audited Statements$5,461,820
Total Expenses per Form 990$5,461,820
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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$76,240,246
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 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
2020-09-21
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
24
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Kimberly Napp
Phone
8605223111
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“The process has not changed from the prior year.”

Footnote to Form 990

“Finex credit union is in a proffesional employment organization (peo) agreement with adp. Finex form 990 is filed under its employment identification number of 06-0659505. Adp files finex w2 under its adp employment identification number of 38-3326137 which differs form its finex ein of 06-0659505. The data noted on form 990, specifically "other salary and wages" line #7, part ix, page 10, is derived from the w2 filed under the adp ein. Please note this peo relationship and its impact on this form when considering the filing of form 990 for finex credit union.”

Raw XML AppendixShowing 400 of 446 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/PensionPlanContributionsGrp/TotalAmt051830
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0296331
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0240039
IRS990/PrincipalOfficerNm0MICHAEL PALLADINO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOA
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03158966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12044517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03158966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12044517
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt093566
IRS990/PYOtherExpensesAmt03150470
IRS990/PYOtherRevenueAmt0157286
IRS990/PYProgramServiceRevenueAmt04952477
IRS990/PYRevenuesLessExpensesAmt0175155
IRS990/PYSalariesCompEmpBnftPaidAmt01877704
IRS990/PYTotalExpensesAmt05028174
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05203329
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0347938
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07104808
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07452747
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09716699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010537579
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02458138
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01044437
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03502575
IRS990ScheduleD/EquipmentGrp/BookValueAmt0227120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01159314
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01386434
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05461820
IRS990ScheduleD/LandGrp/BookValueAmt0288952
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0288952
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0273989
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0273989
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04346520
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1192477
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2309227
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3337120
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt457000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SERVICING ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MISCELLANEOUS OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3LOANS HELD FOR SALE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OTHER REAL ESTATE OWNED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076240246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES AND SAVINGS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05809758
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02974210
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05242344
IRS990ScheduleD/TotalExpensesPerForm990Amt05461820
IRS990ScheduleD/TotalLiabilityAmt076240246
IRS990ScheduleD/TotalRevenuePerForm990Amt05809758
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05809758
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05461820
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0257016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1159759
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/PersonNm1MICHAEL FERRARO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0257016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1159759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION WILL REVIEW THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FULL BOARD MUST APPROVE BASED ON COMPETITIVE REVIEW. POLICY INCLUDES BOTH BASE PAY BENCHMARKING AND INCENTIVE COMPENSATION CONSISTENT WITH BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ITEMS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINEX CREDIT UNION IS IN A PROFFESIONAL EMPLOYMENT ORGANIZATION (PEO) AGREEMENT WITH ADP. FINEX FORM 990 IS FILED UNDER ITS EMPLOYMENT IDENTIFICATION NUMBER OF 06-0659505. ADP FILES FINEX W2 UNDER ITS ADP EMPLOYMENT IDENTIFICATION NUMBER OF 38-3326137 WHICH DIFFERS FORM ITS FINEX EIN OF 06-0659505. THE DATA NOTED ON FORM 990, SPECIFICALLY "OTHER SALARY AND WAGES" LINE #7, PART IX, PAGE 10, IS DERIVED FROM THE W2 FILED UNDER THE ADP EIN. PLEASE NOTE THIS PEO RELATIONSHIP AND ITS IMPACT ON THIS FORM WHEN CONSIDERING THE FILING OF FORM 990 FOR FINEX CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FOOTNOTE TO FORM 990
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt087776020
IRS990/TotalAssetsEOYAmt089315333
IRS990/TotalAssetsGrp/BOYAmt087776020
IRS990/TotalAssetsGrp/EOYAmt089315333
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/TotalAmt05461820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080671212
IRS990/TotalLiabilitiesEOYAmt081862586
IRS990/TotalLiabilitiesGrp/BOYAmt080671212
IRS990/TotalLiabilitiesGrp/EOYAmt081862586
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07104808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07452747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05203483
IRS990/TotalReportableCompFromOrgAmt0416775
IRS990/TotalRevenueGrp/ExclusionAmt0504983
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05304775
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05809758
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087776020
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt089315333
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$89,315,333
Liabilities
$81,862,586
Net assets
$7,452,747
Revenue
$5,809,758
Expenses
$5,461,820
Net income
$347,938
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