Civic Intelligence

Lehigh Valley Educators Credit Union

990 • Fiscal year 2016 • EIN 23-0338105

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileWWW.LVECU.ORG

View Organization Page

3720 Hamilton BlvdAllentown, PA 18103

(610) 820-0145

Siviq Scores

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

Liabilities / Assets

9th percentile

0.84x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

31.11x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Net Margin

92nd percentile

24%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

3.0%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

5.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$312,575,571

Up $9,115,873 (+3.0%) from 2015

Net Assets

Up

$49,508,108

Up $48,617 (+0.1%) from 2015

Liabilities

Up

$263,067,463

Up $9,067,256 (+3.6%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin92nd percentile

Revenue

Up

$8,456,325

Up $440,212 (+5.5%) from 2015

Expenses

Up

$6,401,640

Up $492,466 (+8.3%) from 2015

Net Income

Down

$2,054,685

Down $52,254 (-2.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$600M$400M$200M$0Assets 2010: $263,273,587Liabilities 2010: $222,329,772Net Assets 2010: $40,943,8152010Assets 2011: $275,286,370Liabilities 2011: $231,027,327Net Assets 2011: $44,259,0432011Assets 2012: $290,138,514Liabilities 2012: $242,511,057Net Assets 2012: $47,627,4572012Assets 2013: $290,624,992Liabilities 2013: $243,914,692Net Assets 2013: $46,710,3002013Assets 2014: $294,982,131Liabilities 2014: $246,503,839Net Assets 2014: $48,478,2922014Assets 2015: $303,459,698Liabilities 2015: $254,000,207Net Assets 2015: $49,459,4912015Assets 2016: $312,575,571Liabilities 2016: $263,067,463Net Assets 2016: $49,508,1082016Assets 2017: $312,635,473Liabilities 2017: $261,521,312Net Assets 2017: $51,114,1612017Assets 2018: $311,640,748Liabilities 2018: $260,162,633Net Assets 2018: $51,478,1152018Assets 2019: $324,277,675Liabilities 2019: $267,636,999Net Assets 2019: $56,640,6762019Assets 2020: $377,145,467Liabilities 2020: $316,519,400Net Assets 2020: $60,626,0672020Assets 2021: $408,699,262Liabilities 2021: $349,447,989Net Assets 2021: $59,251,2732021Assets 2022: $400,823,762Liabilities 2022: $361,411,200Net Assets 2022: $39,412,5622022Assets 2023: $412,042,275Liabilities 2023: $364,897,568Net Assets 2023: $47,144,7072023Assets 2024: $437,645,185Liabilities 2024: $385,983,071Net Assets 2024: $51,662,1142024

Highlighted filing

2016

Assets$312,575,571
Liabilities$263,067,463
Net Assets$49,508,108
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $7,906,1002010Revenue 2011: $9,356,846Expenses 2011: $7,060,276Net Income 2011: $2,296,5702011Expenses 2012: $6,388,7842012Revenue 2013: $7,938,226Expenses 2013: $6,262,723Net Income 2013: $1,675,5032013Revenue 2014: $7,887,540Expenses 2014: $6,184,136Net Income 2014: $1,703,4042014Revenue 2015: $8,016,113Expenses 2015: $5,909,174Net Income 2015: $2,106,9392015Revenue 2016: $8,456,325Expenses 2016: $6,401,640Net Income 2016: $2,054,6852016Revenue 2017: $9,156,917Expenses 2017: $7,080,322Net Income 2017: $2,076,5952017Revenue 2018: $10,272,832Expenses 2018: $7,723,048Net Income 2018: $2,549,7842018Revenue 2019: $11,097,482Expenses 2019: $8,617,059Net Income 2019: $2,480,4232019Revenue 2020: $10,263,879Expenses 2020: $8,084,715Net Income 2020: $2,179,1642020Revenue 2021: $9,686,113Expenses 2021: $7,367,598Net Income 2021: $2,318,5152021Revenue 2022: $11,017,714Expenses 2022: $7,914,560Net Income 2022: $3,103,1542022Revenue 2023: $12,311,883Expenses 2023: $11,587,552Net Income 2023: $724,3312023Revenue 2024: $18,987,821Expenses 2024: $15,962,660Net Income 2024: $3,025,1612024

Highlighted filing

2016

Revenue$8,456,325
Expenses$6,401,640
Net Income$2,054,685
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$19,980,072
Mission and Program Overview

Mission

Maintain financial soundness while empowering members to work toward financial success.

The lehigh valley educators credit union, a not for profit financial service organization, provides quality financial services of exceptional value to each member while maintaining a sound business structure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$181,411,171$179,758,433▼ $1,652,738
Other Notes and Loans Receivable, Net$89,169,841$89,821,281▲ $651,440
Rtn Earn Endowment Incm Other Fnds$49,459,491$49,508,108▲ $48,617
Savings and Temporary Cash Investments$17,294,947$24,664,038▲ $7,369,091
Investments Other Securities$6,022,457$7,612,257▲ $1,589,800
Land, Buildings, and Equipment, Net$5,471,663$6,086,606▲ $614,943
Accounts Receivable$765,661$759,266▼ $6,395
Cash and Non-Interest-Bearing Accounts$726,773$743,104▲ $16,331
Prepaid Expenses and Deferred Charges$124,484$331,785▲ $207,301
Total Assets$303,459,698$312,575,571▲ $9,115,873
Other Assets Total$2,472,701$2,798,801▲ $326,100
Liabilities
Other Liabilities$253,494,693$261,893,739▲ $8,399,046
Accounts Payable and Accrued Expenses$505,514$1,173,724▲ $668,210
Total Liabilities$254,000,207$263,067,463▲ $9,067,256
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,459,491$49,508,108▲ $48,617
Total Liabilities and Net Assets / Fund Balance$303,459,698$312,575,571▲ $9,115,873

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,723,046$1,884,793$5,607,839
Equipment$885,058$1,528,303$2,413,361
Land$1,478,502-$1,478,502
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosemarie E KrantzCEOFT$106,894$50,971$157,865
Ronald W HouckCFOFT$102,801$32,794$135,595
William AyersBoard Chairp-$1,000-$1,000
Gary FedorchaBoard Vice C-$750-$750
Eugenia EmertSecretary/tr-$550-$550
Carmen RiolaDirector-$500-$500
Daniel JosephDirector-$500-$500
Daniel WeaverDirector-$500-$500
Gary PhillipsDirector-$500-$500
Robert BoldDirector-$500-$500
Ryan Van NormanDirector-$500-$500

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservIt Services255 FISERV DRIVE, 300, Brookfield, WI 53045$728,258
Corelation INCIt Services2305 HISTORIC DECATUR RD, 200, San Diego, CA 92106$655,440
Blue Point SolutionsCheck Processin350 TECHNOLOGY PKWY NW, NO612, Peachtree Corners, GA 30092$270,185
Fidelity Information ServicesPlastic Card S601 RIVERSIDE AVENUE, Jacksonville, FL 32204$235,321
Next Step International INCTech Consulting4630 S KIRKMAN ROAD, Orlando, FL 32811$234,632
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,353,173
Investment Income
$3,100,852
Other Revenue
$2,300
Change in Net Assets
$2,054,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,456,325
Revenue Not Reported on Form 990
$-1,657,121
Total Revenue per Audited Statements
$6,799,204
Total Revenue per Form 990
$8,456,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,370,833
Salaries, Compensation, and Employee Benefits$2,030,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,040,866
Interest---$976,830
Office Expenses---$826,738
Information Technology---$654,654
Other Employee Benefits---$394,219
Current Officers, Directors, Trustees, and Key Employees---$298,760
Occupancy---$248,767
Advertising---$238,599
Depreciation Depletion---$210,458
Pension Plan Contributions---$192,986
Other Expenses---$109,335
Payroll Taxes---$103,976
Fees for Services Other---$79,573
Insurance---$70,556
Fees for Services Legal---$54,761
Fees for Services Accounting---$24,571
Conferences and Meetings---$19,061
Travel---$1,722
Total Functional Expenses$0$0$0$6,401,640

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,750,587
Expenses per Audited Statements$6,401,640
Total Expenses per Form 990$6,401,640
Expenses Not Reported on Form 990$348,947
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
Member Share and Savings Accounts$261,893,739
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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, Page 6, Part VI, Line 6

“The credit union has a single class of members. Each member has a single vote in the election of the credit union's board of directors.”

Form 990, Page 6, Part VI, Line 7A

“The credit union has a single class of members. Each member has a single vote in the election of the credit union's board of directors.”

Form 990, Page 6, Part VI, Line 7B

“The credit union's members must approve: -the merger of the credit union. -the dissolution or conversion of the credit union. -changes to the credit union's charter, articles and bylaws.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the credit union's management prior to submission.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the ceo is determined by the chair and vice-chair of the board of directors, who review information obtained through the hr performance solutions compease system. They then make a recommendation for the full board of directors, which votes to approve the salary.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for other officers or key employees is based on guidance from the hr performance solutions compease system. A three year salary plan is developed by the ceo, presented to the salary committee and reviewed and approved by the board of directors. Compensation for all employees, including the ceo, other officers and key employees, is also included in the annual budget. The budget is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The credit union's financial statements are posted in the lobbies of all branches on a monthly basis. Quarterly financial statements (call reports) are available on www.ncua.gov.”

Filing and Contact Details

Filer

Filer Name
Lehigh Valley Educators
EIN
23-0338105
Phone
6108200145
Address
3720 HAMILTON BLVD, ALLENTOWN, PA 18103

Signing Officer

Name
Rosemarie E Krantz
Title
CEO
Phone
6108200145
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosemarie E Krantz
Formed
1934
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
29

Preparer

Firm
Padden Guerrini & Associates Pc
Address
91 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055-5676
Preparer
Frederick a Tabor
Phone
7177909333
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide loans and financial services to over 16,000 members.”

Form 990, Part XI, Line 9

“Net change in pension liability -348,947”

Financial Statement Notes

Schedule D, Page 3, Part X

“The credit union is a state-chartered credit union as described in internal revenue code ("irc") section 501(c) (14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities that are in furtherance of its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (as defined in section 512) derived by state-chartered credit unions. The credit union did not incur unrelated business income tax in the years ended december 31, 2016 and 2015.”

Schedule D, Page 4, Part XII, Line 2D

“Net change in pension liability 348,947”

Raw XML AppendixShowing 400 of 452 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0505514
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01173724
IRS990/AccountsReceivableGrp/BOYAmt0765661
IRS990/AccountsReceivableGrp/EOYAmt0759266
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE LEHIGH VALLEY EDUCATORS CREDIT UNION, A NOT FOR PROFIT FINANCIAL SERVICE ORGANIZATION, PROVIDES QUALITY FINANCIAL SERVICES OF EXCEPTIONAL VALUE TO EACH MEMBER WHILE MAINTAINING A SOUND BUSINESS STRUCTURE.
IRS990/AdvertisingGrp/TotalAmt0238599
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RONALD W HOUCK
IRS990/BooksInCareOfDetail/PhoneNum06108200145
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03720 HAMILTON BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALLENTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018103
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0726773
IRS990/CashNonInterestBearingGrp/EOYAmt0743104
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0298760
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt019061
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0728258
IRS990/ContractorCompensationGrp/CompensationAmt1655440
IRS990/ContractorCompensationGrp/CompensationAmt2270185
IRS990/ContractorCompensationGrp/CompensationAmt3235321
IRS990/ContractorCompensationGrp/CompensationAmt4234632
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0255 FISERV DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12305 HISTORIC DECATUR RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2350 TECHNOLOGY PKWY NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3601 RIVERSIDE AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt44630 S KIRKMAN ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt2NO612
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BROOKFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PEACHTREE CORNERS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3JACKSONVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4ORLANDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053045
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192106
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd230092
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd332204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd432811
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FISERV
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CORELATION INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BLUE POINT SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3FIDELITY INFORMATION SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4NEXT STEP INTERNATIONAL INC
IRS990/ContractorCompensationGrp/ServicesDesc0IT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1IT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2CHECK PROCESSIN
IRS990/ContractorCompensationGrp/ServicesDesc3PLASTIC CARD S
IRS990/ContractorCompensationGrp/ServicesDesc4TECH CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03100852
IRS990/CYOtherExpensesAmt04370833
IRS990/CYOtherRevenueAmt02300
IRS990/CYProgramServiceRevenueAmt05353173
IRS990/CYRevenuesLessExpensesAmt02054685
IRS990/CYSalariesCompEmpBnftPaidAmt02030807
IRS990/CYTotalExpensesAmt06401640
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08456325
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0210458
IRS990/Desc0PROVIDE MORE THAN 8,700 LOANS TO OVER 16,000 MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt029
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt024571
IRS990/FeesForServicesLegalGrp/TotalAmt054761
IRS990/FeesForServicesOtherGrp/TotalAmt079573
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/OtherCompensationAmt950971
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1032794
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM AYERS
IRS990/Form990PartVIISectionAGrp/PersonNm1GARY FEDORCHA
IRS990/Form990PartVIISectionAGrp/PersonNm2EUGENIA EMERT
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT BOLD
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm6CARMEN RIOLA
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm8RYAN VAN NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROSEMARIE E KRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10RONALD W HOUCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9106894
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10102801
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/TitleTxt0BOARD CHAIRP
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt046422
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011570169
IRS990/GrossReceiptsAmt019980072
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0654654
IRS990/InsuranceGrp/TotalAmt070556
IRS990/InterestGrp/TotalAmt0976830
IRS990/InvestmentIncomeGrp/ExclusionAmt03054430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03054430
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06022457
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07612257
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0181411171
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0179758433
IRS990/IRPDocumentCnt05240
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03413096
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05471663
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06086606
IRS990/LandBldgEquipCostOrOtherBssAmt09499702
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011523747
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE LEHIGH VALLEY EDUCATORS CREDIT UNION, A NOT FOR PROFIT FINANCIAL SERVICE ORGANIZATION, PROVIDES QUALITY FINANCIAL SERVICES OF EXCEPTIONAL VALUE TO EACH MEMBER WHILE MAINTAINING A SOUND BUSINESS STRUCTURE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt049459491
IRS990/NetAssetsOrFundBalancesEOYAmt049508108
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt046422
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt046422
IRS990/NetUnrlzdGainsLossesInvstAmt0-1657121
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0248767
IRS990/OfficeExpensesGrp/TotalAmt0826738
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02472701
IRS990/OtherAssetsTotalGrp/EOYAmt02798801
IRS990/OtherChangesInNetAssetsAmt0-348947
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0394219
IRS990/OtherExpensesGrp/Desc0LENDING EXPENSES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/TotalAmt0581705
IRS990/OtherExpensesGrp/TotalAmt1273503
IRS990/OtherExpensesGrp/TotalAmt2109335
IRS990/OtherLiabilitiesGrp/BOYAmt0253494693
IRS990/OtherLiabilitiesGrp/EOYAmt0261893739
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02300
IRS990/OtherRevenueTotalAmt02300
IRS990/OtherSalariesAndWagesGrp/TotalAmt01040866
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt089169841
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt089821281
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0103976
IRS990/PensionPlanContributionsGrp/TotalAmt0192986
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0124484
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0331785
IRS990/PrincipalOfficerNm0ROSEMARIE E KRANTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525990
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PLASTIC CARD INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3NON-MEMBER ATM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04213785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1863861
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2272315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04213785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1863861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2272315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33212
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt03212
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FINANCIAL SERVICES TO OVER 16,000 MEMBERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE LOANS AND FINANCIAL SERVICES TO OVER 16,000 MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02873662
IRS990/PYOtherExpensesAmt03948418
IRS990/PYOtherRevenueAmt0-1523
IRS990/PYProgramServiceRevenueAmt05143974
IRS990/PYRevenuesLessExpensesAmt02106939
IRS990/PYSalariesCompEmpBnftPaidAmt01960756
IRS990/PYTotalExpensesAmt05909174
IRS990/PYTotalRevenueAmt08016113
IRS990/ReconcilationRevenueExpnssAmt02054685
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049459491
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049508108
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017294947
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024664038
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03723046
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01884793
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05607839
IRS990ScheduleD/EquipmentGrp/BookValueAmt0885058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01528303
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02413361
IRS990ScheduleD/ExpensesNotReportedAmt0348947
IRS990ScheduleD/ExpensesSubtotalAmt06401640
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01478502
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01478502
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1657121
IRS990ScheduleD/OtherExpensesIncludedAmt0348947
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0261893739
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt0-1657121
IRS990ScheduleD/RevenueSubtotalAmt08456325
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION AS DESCRIBED IN INTERNAL REVENUE CODE ("IRC") SECTION 501(C) (14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES THAT ARE IN FURTHERANCE OF ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (AS DEFINED IN SECTION 512) DERIVED BY STATE-CHARTERED CREDIT UNIONS. THE CREDIT UNION DID NOT INCUR UNRELATED BUSINESS INCOME TAX IN THE YEARS ENDED DECEMBER 31, 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN PENSION LIABILITY 348,947
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06086606
IRS990ScheduleD/TotalExpensesPerForm990Amt06401640
IRS990ScheduleD/TotalLiabilityAmt0261893739
IRS990ScheduleD/TotalRevenuePerForm990Amt08456325
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06799204
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06750587
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0106894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt021792
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROSEMARIE E KRANTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157865
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE LOANS AND FINANCIAL SERVICES TO OVER 16,000 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION HAS A SINGLE CLASS OF MEMBERS. EACH MEMBER HAS A SINGLE VOTE IN THE ELECTION OF THE CREDIT UNION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION HAS A SINGLE CLASS OF MEMBERS. EACH MEMBER HAS A SINGLE VOTE IN THE ELECTION OF THE CREDIT UNION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT UNION'S MEMBERS MUST APPROVE: -THE MERGER OF THE CREDIT UNION. -THE DISSOLUTION OR CONVERSION OF THE CREDIT UNION. -CHANGES TO THE CREDIT UNION'S CHARTER, ARTICLES AND BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE CREDIT UNION'S MANAGEMENT PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR THE CEO IS DETERMINED BY THE CHAIR AND VICE-CHAIR OF THE BOARD OF DIRECTORS, WHO REVIEW INFORMATION OBTAINED THROUGH THE HR PERFORMANCE SOLUTIONS COMPEASE SYSTEM. THEY THEN MAKE A RECOMMENDATION FOR THE FULL BOARD OF DIRECTORS, WHICH VOTES TO APPROVE THE SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON GUIDANCE FROM THE HR PERFORMANCE SOLUTIONS COMPEASE SYSTEM. A THREE YEAR SALARY PLAN IS DEVELOPED BY THE CEO, PRESENTED TO THE SALARY COMMITTEE AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR ALL EMPLOYEES, INCLUDING THE CEO, OTHER OFFICERS AND KEY EMPLOYEES, IS ALSO INCLUDED IN THE ANNUAL BUDGET. THE BUDGET IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE CREDIT UNION'S FINANCIAL STATEMENTS ARE POSTED IN THE LOBBIES OF ALL BRANCHES ON A MONTHLY BASIS. QUARTERLY FINANCIAL STATEMENTS (CALL REPORTS) ARE AVAILABLE ON WWW.NCUA.GOV.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NET CHANGE IN PENSION LIABILITY -348,947
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0303459698
IRS990/TotalAssetsEOYAmt0312575571
IRS990/TotalAssetsGrp/BOYAmt0303459698
IRS990/TotalAssetsGrp/EOYAmt0312575571
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06401640
IRS990/TotalGrossUBIAmt03212
IRS990/TotalLiabilitiesBOYAmt0254000207
IRS990/TotalLiabilitiesEOYAmt0263067463
IRS990/TotalLiabilitiesGrp/BOYAmt0254000207
IRS990/TotalLiabilitiesGrp/EOYAmt0263067463
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049459491
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049508108

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,575,571
Liabilities
$263,067,463
Net assets
$49,508,108
Revenue
$8,456,325
Expenses
$6,401,640
Net income
$2,054,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$438$386$51.7$19.0$16.0$3.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$412$365$47.1$12.3$11.6$0.72
2022Detailed filing. Detailed filing data is available for this year.$401$361$39.4$11.0$7.91$3.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$409$349$59.3$9.69$7.37$2.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$377$317$60.6$10.3$8.08$2.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$324$268$56.6$11.1$8.62$2.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$312$260$51.5$10.3$7.72$2.55
2017Detailed filing. Detailed filing data is available for this year.$313$262$51.1$9.16$7.08$2.08
2016Detailed filing. Detailed filing data is available for this year.$313$263$49.5$8.46$6.40$2.05
2015Detailed filing. Detailed filing data is available for this year.$303$254$49.5$8.02$5.91$2.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$295$247$48.5$7.89$6.18$1.70
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$291$244$46.7$7.94$6.26$1.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$290$243$47.6$6.39
2011Summary only. Only limited summary data is available for this year.$275$231$44.3$9.36$7.06$2.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$263$222$40.9$7.91