Civic Intelligence

Finex Credit Union

990 • Fiscal year 2021 • EIN 06-0659505

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 10, 2021

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

80th percentile

0.92x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

11th percentile

14.26x

Higher debt load relative to revenue than 11% of similar nonprofits.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2021

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$299,857

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2021

Asset Growth

98th percentile

23%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

22%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$109,750,704

Up $20,435,371 (+23%) from 2020

Net Assets

Up

$8,835,716

Up $1,382,969 (+19%) from 2020

Liabilities

Up

$100,914,988

Up $19,052,402 (+23%) from 2020

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin70th percentile

Revenue

Up

$7,074,644

Up $1,264,886 (+22%) from 2020

Expenses

Up

$5,691,677

Up $229,857 (+4.2%) from 2020

Net Income

Up

$1,382,967

Up $1,035,029 (+297%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2021

Assets$109,750,704
Liabilities$100,914,988
Net Assets$8,835,716
Open 2021 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

2021

Revenue$7,074,644
Expenses$5,691,677
Net Income$1,382,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 10, 2021
Return Version
2020v4.1
Gross Receipts
$7,074,644
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$59,776,152$61,245,725▲ $1,469,573
Cash and Non-Interest-Bearing Accounts$6,895,485$17,602,306▲ $10,706,821
Savings and Temporary Cash Investments$10,537,579$16,614,117▲ $6,076,538
Rtn Earn Endowment Incm Other Fnds$7,452,747$8,835,716▲ $1,382,969
Investments Other Securities$3,440,741$5,437,807▲ $1,997,066
Land, Buildings, and Equipment, Net$2,974,210$2,816,100▼ $158,110
Prepaid Expenses and Deferred Charges$240,039$436,632▲ $196,593
Accounts Receivable$208,783$176,479▼ $32,304
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$89,315,333$109,750,704▲ $20,435,371
Other Assets Total$5,242,344$5,421,538▲ $179,194
Liabilities
Other Liabilities$76,240,246$94,939,351▲ $18,699,105
Mortgage Notes Payable Secured by Investment Property$4,436,283$4,167,646▼ $268,637
Accounts Payable and Accrued Expenses$1,186,057$1,807,991▲ $621,934
Total Liabilities$81,862,586$100,914,988▲ $19,052,402
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,452,747$8,835,716▲ $1,382,969
Total Liabilities and Net Assets / Fund Balance$89,315,333$109,750,704▲ $20,435,371

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,341,113$1,165,857-
Land$288,952--
Equipment$186,035$1,185,405-
Leasehold Improvements$0$273,989-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael PalladinoPresidentFT$299,857$299,857
Michael FerraroCOOFT$226,217$226,217
Kristina ZieglerVP of Lending and SalesFT$151,042$151,042

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
$4,810,936
Investment Income
$2,262,778
Other Revenue
$930
Change in Net Assets
$1,382,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,384,542
Salaries, Compensation, and Employee Benefits$2,307,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$928,309
Information Technology---$880,705
Current Officers, Directors, Trustees, and Key Employees---$677,116
Other Employee Benefits---$487,450
Occupancy---$439,946
Interest---$310,297
Fees for Services Other---$295,299
Office Expenses---$229,860
Depreciation Depletion---$226,506
Payroll Taxes---$161,057
Advertising---$91,499
Pension Plan Contributions---$53,203
Fees for Services Management---$35,010
Other Expenses---$9,842
Fees for Services Accounting---$6,730
Fees for Services Legal---$4,572
Travel---$4,105
Total Functional Expenses$0$0$0$5,691,677
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$94,939,351
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
2021-08-10
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
29
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 443 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/PrincipalOfficerNm0MICHAEL PALLADINO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02913971
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11864164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02913971
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11896965
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt032801
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0505982
IRS990/PYOtherExpensesAmt03519456
IRS990/PYOtherRevenueAmt0100293
IRS990/PYProgramServiceRevenueAmt05203483
IRS990/PYRevenuesLessExpensesAmt0347938
IRS990/PYSalariesCompEmpBnftPaidAmt01942364
IRS990/PYTotalExpensesAmt05461820
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05809758
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01382967
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07452747
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08835716
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010537579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016614117
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02341113
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01165857
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03506970
IRS990ScheduleD/EquipmentGrp/BookValueAmt0186035
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01185405
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01371440
IRS990ScheduleD/LandGrp/BookValueAmt0288952
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0288952
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0273989
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0273989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094939351
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES AND SAVINGS ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02816100
IRS990ScheduleD/TotalLiabilityAmt094939351
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0299857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1226217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2151042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL PALLADINO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL FERRARO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KRISTINA ZIEGLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP OF LENDING AND SALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0299857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1226217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2151042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
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/TotalAssetsBOYAmt089315333
IRS990/TotalAssetsEOYAmt0109750704
IRS990/TotalAssetsGrp/BOYAmt089315333
IRS990/TotalAssetsGrp/EOYAmt0109750704
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/TotalAmt05691677
IRS990/TotalGrossUBIAmt032801
IRS990/TotalLiabilitiesBOYAmt081862586
IRS990/TotalLiabilitiesEOYAmt0100914988
IRS990/TotalLiabilitiesGrp/BOYAmt081862586
IRS990/TotalLiabilitiesGrp/EOYAmt0100914988
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07452747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08835716
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04810936
IRS990/TotalReportableCompFromOrgAmt0677116
IRS990/TotalRevenueGrp/ExclusionAmt02262778
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04779065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07074644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt032801
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089315333
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0109750704
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04105

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,750,704
Liabilities
$100,914,988
Net assets
$8,835,716
Revenue
$7,074,644
Expenses
$5,691,677
Net income
$1,382,967
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