Civic Intelligence

Achieve Financial Credit Union Inc

990 • Fiscal year 2019 • EIN 06-0696607

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

Organization ProfileWWW.ACHIEVEFINANCIALCU.COM

View Organization Page

PO Box 7030Berlin, CT 06037

(860) 828-2790

Siviq Scores

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

Liabilities / Assets

84th percentile

0.91x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

13.91x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

22nd percentile

7.1%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$347,520

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

26th percentile

1.7%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

0.2%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$131,893,368

Up $2,152,102 (+1.7%) from 2018

Net Assets

Up

$11,681,856

Up $868,285 (+8.0%) from 2018

Liabilities

Up

$120,211,512

Up $1,283,817 (+1.1%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin22nd percentile

Revenue

Up

$8,643,003

Up $16,818 (+0.2%) from 2018

Expenses

Up

$8,025,589

Up $27,076 (+0.3%) from 2018

Net Income

Down

$617,414

Down $10,258 (-1.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200M$150M$100M$50M$0Assets 2010: $101,134,333Liabilities 2010: $94,224,755Net Assets 2010: $6,909,5782010Assets 2011: $103,486,901Liabilities 2011: $95,861,738Net Assets 2011: $7,625,1632011Assets 2012: $104,705,417Liabilities 2012: $96,696,457Net Assets 2012: $8,008,9602012Assets 2013: $109,544,115Liabilities 2013: $100,979,364Net Assets 2013: $8,564,7512013Assets 2014: $113,245,305Liabilities 2014: $104,207,911Net Assets 2014: $9,037,3942014Assets 2015: $122,451,154Liabilities 2015: $112,955,199Net Assets 2015: $9,495,9552015Assets 2016: $126,174,445Liabilities 2016: $116,477,305Net Assets 2016: $9,697,1402016Assets 2017: $129,565,274Liabilities 2017: $119,307,750Net Assets 2017: $10,257,5242017Assets 2018: $129,741,266Liabilities 2018: $118,927,695Net Assets 2018: $10,813,5712018Assets 2019: $131,893,368Liabilities 2019: $120,211,512Net Assets 2019: $11,681,8562019Assets 2020: $162,912,495Liabilities 2020: $151,189,819Net Assets 2020: $11,722,6762020Assets 2021: $177,006,682Liabilities 2021: $165,412,720Net Assets 2021: $11,593,9622021Assets 2022: $183,250,727Liabilities 2022: $173,932,195Net Assets 2022: $9,318,5322022Assets 2023: $192,475,799Liabilities 2023: $181,359,436Net Assets 2023: $11,116,3632023Assets 2024: $181,973,848Liabilities 2024: $169,819,873Net Assets 2024: $12,153,9752024

Highlighted filing

2019

Assets$131,893,368
Liabilities$120,211,512
Net Assets$11,681,856
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,187,7132010Expenses 2011: $6,567,0582011Expenses 2012: $6,627,8462012Revenue 2013: $7,005,128Expenses 2013: $6,362,167Net Income 2013: $642,9612013Revenue 2014: $7,014,757Expenses 2014: $6,547,405Net Income 2014: $467,3522014Revenue 2015: $7,128,828Expenses 2015: $6,672,640Net Income 2015: $456,1882015Revenue 2016: $7,155,404Expenses 2016: $6,856,273Net Income 2016: $299,1312016Revenue 2017: $7,784,724Expenses 2017: $7,193,138Net Income 2017: $591,5862017Revenue 2018: $8,626,185Expenses 2018: $7,998,513Net Income 2018: $627,6722018Revenue 2019: $8,643,003Expenses 2019: $8,025,589Net Income 2019: $617,4142019Revenue 2020: $7,837,035Expenses 2020: $7,999,110Net Income 2020: -$162,0752020Revenue 2021: $8,898,546Expenses 2021: $8,013,107Net Income 2021: $885,4392021Revenue 2022: $10,293,726Expenses 2022: $8,300,755Net Income 2022: $1,992,9712022Revenue 2023: $12,016,169Expenses 2023: $11,112,680Net Income 2023: $903,4892023Revenue 2024: $11,449,976Expenses 2024: $11,158,011Net Income 2024: $291,9652024

Highlighted filing

2019

Revenue$8,643,003
Expenses$8,025,589
Net Income$617,414
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Gross Receipts
$8,643,003
Mission and Program Overview

Mission

We provide financial services for our members.

Provide financial services to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$97,536,959$92,618,408▼ $4,918,551
Savings and Temporary Cash Investments$8,973,882$15,311,910▲ $6,338,028
Investments in Publicly Traded Securities$12,843,662$13,107,356▲ $263,694
Rtn Earn Endowment Incm Other Fnds$10,813,571$11,681,856▲ $868,285
Cash and Non-Interest-Bearing Accounts$3,272,995$3,169,469▼ $103,526
Land, Buildings, and Equipment, Net$2,660,768$2,687,077▲ $26,309
Receivables From Officers Etc$2,042,375$2,596,500▲ $554,125
Investments Other Securities$1,360,114$1,367,489▲ $7,375
Prepaid Expenses and Deferred Charges$485,473$534,716▲ $49,243
Accounts Receivable$144,405$117,085▼ $27,320
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$129,741,266$131,893,368▲ $2,152,102
Other Assets Total$420,633$383,358▼ $37,275
Liabilities
Other Liabilities$117,818,469$119,274,512▲ $1,456,043
Accounts Payable and Accrued Expenses$1,109,226$937,000▼ $172,226
Total Liabilities$118,927,695$120,211,512▲ $1,283,817
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,813,571$11,681,856▲ $868,285
Total Liabilities and Net Assets / Fund Balance$129,741,266$131,893,368▲ $2,152,102

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$528,485$4,085,386$4,613,871
Buildings$1,401,874$655,057$2,056,931
Leasehold Improvements$0$946,245$946,245
Land$756,718-$756,718
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew KlimkoskiPresident/CEOFT$222,706$124,814$347,520
Matthew YussmanCFOFT$138,446$37,138$175,584
Lisa CalabroVice PresidentFT$119,075$19,951$139,026

Board Members and Trustees

NameTitle
John FredericksChairman
Dene WelageVice Chairman
Elaine RichardsDirector
Jason SmithDirector
Thomas LangdonDirector
William AckermanDirector
John StairsTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,488,329
Investment Income
$614,666
Other Revenue
$2,540,008
Change in Net Assets
$617,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,780,410
Salaries, Compensation, and Employee Benefits$3,245,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,017,276
Office Expenses---$1,191,995
Current Officers, Directors, Trustees, and Key Employees---$641,077
Information Technology---$520,709
Interest---$375,612
Other Employee Benefits---$372,089
Occupancy---$369,837
Depreciation Depletion---$238,823
Advertising---$238,427
Payroll Taxes---$214,737
Other Expenses---$157,768
Fees for Services Management---$141,020
Travel---$62,077
Insurance---$53,655
Fees for Services Accounting---$37,738
Fees for Services Legal---$7,610
Total Functional Expenses$0$0$0$8,025,589
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$2,042,375$2,596,500▲ $554,125
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$118,899,872
Other Miscellaneous Liabilities$374,640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 A, Line 6

“Individuals maintaining a minimum deposit balance with the organization are considered members.”

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

“Members in good standing may vote for directors as terms expire.”

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

“The ceo and cfo prepare and review the form 990 prior to filing.”

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

“The organization annually reviews their conflict of interest policy with directors, officers and key employees. All directors, officers and key employees must sign an affirmation indicating that they have reviewed the conflict of interest policy and that they have not been in violation of any of the sections of the policy.”

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

“The ceo's compensation is determined by a ceo evaluation committee made up of directors. The committee reviews the ceo's performance plan and uses external peer data for comparable compensation. Documentation is kept with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest policy are available to members on request. The financial statements are posted for viewing in all public service locations.”

Filing and Contact Details

Filer

Filer Name
Achieve Financial Credit Union
EIN
06-0696607
Phone
8608282790
Address
PO BOX 7030, BERLIN, CT 06037

Signing Officer

Name
Andrew J Klimkoski
Title
President/CEO
Phone
8608282790
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew J Klimkoski
Formed
1954
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
53
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Kimberly Napp
Phone
8605223111
Raw XML AppendixShowing 400 of 438 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05488329
IRS990/ProgSrvcAccomActy2Grp/Desc0ORIGINATION AND MAINTENANCE OF MEMBERS' LOAN ACCOUNTS
IRS990/ProgSrvcAccomActy3Grp/Desc0PAYMENT OF INTEREST AND DIVIDENDS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0468531
IRS990/PYOtherExpensesAmt04801295
IRS990/PYOtherRevenueAmt02663461
IRS990/PYProgramServiceRevenueAmt05494193
IRS990/PYRevenuesLessExpensesAmt0627672
IRS990/PYSalariesCompEmpBnftPaidAmt03197218
IRS990/PYTotalExpensesAmt07998513
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08626185
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt02042375
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02596500
IRS990/ReconcilationRevenueExpnssAmt0617414
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010813571
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011681856
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08973882
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015311910
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01401874
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0655057
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02056931
IRS990ScheduleD/EquipmentGrp/BookValueAmt0528485
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04085386
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04613871
IRS990ScheduleD/LandGrp/BookValueAmt0756718
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0756718
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0946245
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0946245
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0118899872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1374640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER MISCELLANEOUS LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02687077
IRS990ScheduleD/TotalLiabilityAmt0119274512
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138446
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1222706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount016775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount141384
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/DeferredCompensationFlngOrgAmt06019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt110190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt120893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt152347
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATTHEW YUSSMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANDREW KLIMKOSKI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0175584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1347520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0322000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt11444500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2830000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SERP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1SERP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2SERP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt046000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt174000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt286000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0YUSSMANMATTHEW R
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1KLIMKOSKIANDREW J
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2BUDNICKMARY W
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/TotalBalanceDueAmt02596500
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS MAINTAINING A MINIMUM DEPOSIT BALANCE WITH THE ORGANIZATION ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS IN GOOD STANDING MAY VOTE FOR DIRECTORS AS TERMS EXPIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CEO AND CFO PREPARE AND REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH DIRECTORS, OFFICERS AND KEY EMPLOYEES. ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES MUST SIGN AN AFFIRMATION INDICATING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE NOT BEEN IN VIOLATION OF ANY OF THE SECTIONS OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CEO'S COMPENSATION IS DETERMINED BY A CEO EVALUATION COMMITTEE MADE UP OF DIRECTORS. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE PLAN AND USES EXTERNAL PEER DATA FOR COMPARABLE COMPENSATION. DOCUMENTATION IS KEPT WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO MEMBERS ON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED FOR VIEWING IN ALL PUBLIC SERVICE LOCATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0129741266
IRS990/TotalAssetsEOYAmt0131893368
IRS990/TotalAssetsGrp/BOYAmt0129741266
IRS990/TotalAssetsGrp/EOYAmt0131893368
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/TotalAmt08025589
IRS990/TotalGrossUBIAmt032725
IRS990/TotalLiabilitiesBOYAmt0118927695
IRS990/TotalLiabilitiesEOYAmt0120211512
IRS990/TotalLiabilitiesGrp/BOYAmt0118927695
IRS990/TotalLiabilitiesGrp/EOYAmt0120211512
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010813571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011681856
IRS990/TotalOtherCompensationAmt064649
IRS990/TotalProgramServiceRevenueAmt05488329
IRS990/TotalReportableCompFromOrgAmt0597481
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08610278
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08643003
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt032725
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129741266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0131893368
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt062077
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7030
IRS990/USAddress/CityNm0BERLIN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006037

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,893,368
Liabilities
$120,211,512
Net assets
$11,681,856
Revenue
$8,643,003
Expenses
$8,025,589
Net income
$617,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$182$170$12.2$11.4$11.2$0.29
2023Detailed filing. Detailed filing data is available for this year.$192$181$11.1$12.0$11.1$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$183$174$9.32$10.3$8.30$1.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$165$11.6$8.90$8.01$0.89
2020Detailed filing. Detailed filing data is available for this year.$163$151$11.7$7.84$8.00$0.16
2019Detailed filing. Detailed filing data is available for this year.$132$120$11.7$8.64$8.03$0.62
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$119$10.8$8.63$8.00$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$119$10.3$7.78$7.19$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$116$9.70$7.16$6.86$0.30
2015Detailed filing. Detailed filing data is available for this year.$122$113$9.50$7.13$6.67$0.46
2014Detailed filing. Detailed filing data is available for this year.$113$104$9.04$7.01$6.55$0.47
2013Detailed filing. Detailed filing data is available for this year.$110$101$8.56$7.01$6.36$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$96.7$8.01$6.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$95.9$7.63$6.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$94.2$6.91$7.19
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