Civic Intelligence

Ppl Gold Credit Union

990 • Fiscal year 2019 • EIN 23-0937747

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 30, 2020

Organization Profilewww.goldcu.org

View Organization Page

4703 Hamilton BlvdAllentown, PA 18103

(484) 223-4200

Siviq Scores

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

Liabilities / Assets

39th percentile

0.88x

Higher debt load relative to assets than 39% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

22.72x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

1st percentile

-18%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$267,696

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

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

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

97th percentile

25%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$137,708,185

Up $6,232,231 (+4.7%) from 2018

Net Assets

Down

$16,939,485

Down $368,697 (-2.1%) from 2018

Liabilities

Up

$120,768,700

Up $6,600,928 (+5.8%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

Up

$5,315,020

Up $1,076,546 (+25%) from 2018

Expenses

Up

$6,279,894

Up $1,555,679 (+33%) from 2018

Net Income

Down

-$964,874

Down $479,133 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200M$150M$100M$50M$0Assets 2010: $105,243,226Liabilities 2010: $88,974,318Net Assets 2010: $16,268,9082010Assets 2011: $110,173,727Liabilities 2011: $93,489,111Net Assets 2011: $16,684,6162011Assets 2012: $114,973,684Liabilities 2012: $97,875,917Net Assets 2012: $17,097,7672012Assets 2013: $117,911,021Liabilities 2013: $100,844,585Net Assets 2013: $17,066,4362013Assets 2014: $122,054,135Liabilities 2014: $104,439,228Net Assets 2014: $17,614,9072014Assets 2015: $120,671,889Liabilities 2015: $102,864,286Net Assets 2015: $17,807,6032015Assets 2016: $123,331,656Liabilities 2016: $105,295,748Net Assets 2016: $18,035,9082016Assets 2017: $122,727,574Liabilities 2017: $104,669,987Net Assets 2017: $18,057,5872017Assets 2018: $131,475,954Liabilities 2018: $114,167,772Net Assets 2018: $17,308,1822018Assets 2019: $137,708,185Liabilities 2019: $120,768,700Net Assets 2019: $16,939,4852019Assets 2020: $145,881,306Liabilities 2020: $129,778,759Net Assets 2020: $16,102,5472020Assets 2021: $159,911,772Liabilities 2021: $145,444,211Net Assets 2021: $14,467,5612021Assets 2022: $155,869,853Liabilities 2022: $144,729,359Net Assets 2022: $11,140,4942022Assets 2023: $142,657,018Liabilities 2023: $133,472,899Net Assets 2023: $9,184,1192023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$137,708,185
Liabilities$120,768,700
Net Assets$16,939,485
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,949,4322010Expenses 2011: $3,896,9772011Expenses 2012: $3,702,0752012Revenue 2013: $3,812,027Expenses 2013: $3,475,626Net Income 2013: $336,4012013Revenue 2014: $3,702,803Expenses 2014: $3,289,285Net Income 2014: $413,5182014Revenue 2015: $3,634,784Expenses 2015: $3,314,454Net Income 2015: $320,3302015Revenue 2016: $3,748,722Expenses 2016: $3,523,104Net Income 2016: $225,6182016Revenue 2017: $3,772,820Expenses 2017: $3,660,316Net Income 2017: $112,5042017Revenue 2018: $4,238,474Expenses 2018: $4,724,215Net Income 2018: -$485,7412018Revenue 2019: $5,315,020Expenses 2019: $6,279,894Net Income 2019: -$964,8742019Revenue 2020: $5,286,754Expenses 2020: $6,531,240Net Income 2020: -$1,244,4862020Revenue 2021: $5,388,843Expenses 2021: $6,465,673Net Income 2021: -$1,076,8302021Revenue 2022: $6,259,974Expenses 2022: $7,445,587Net Income 2022: -$1,185,6132022Revenue 2023: $7,489,448Expenses 2023: $9,038,148Net Income 2023: -$1,548,7002023Revenue 2024: $1,613,084Expenses 2024: $3,385,931Net Income 2024: -$1,772,8472024

Highlighted filing

2019

Revenue$5,315,020
Expenses$6,279,894
Net Income-$964,874
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$5,315,020
Mission and Program Overview

Mission

PPL GOLD's mission is to provide our members with a solid fiscal advantage through offering competitive loans and deposit products and convenient services. We recognize the individuality of each member. We want to bring convenience to our members' lives because we want them to find interacting with their credit union a positive experience that exceeds their expectations. We will accord members the respect, service and courtesy they deserve, for they are the true owners of our credit union.

GOLD's mission is to empower our Members to achieve personal financial success, as they define it. We listen intently, advise earnestly, and act purposefully, always with our Member's best interests at heart. We dedicate ourselves to service of the individual Member, of our trusted team, and to the community around us.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$96,079,915$105,059,436▲ $8,979,521
Investments in Publicly Traded Securities$21,672,054$18,469,085▼ $3,202,969
Rtn Earn Endowment Incm Other Fnds$17,308,182$16,939,485▼ $368,697
Investments Other Securities$5,310,001$6,164,001▲ $854,000
Land, Buildings, and Equipment, Net$2,149,076$2,115,587▼ $33,489
Savings and Temporary Cash Investments$3,198,550$2,058,645▼ $1,139,905
Accounts Receivable$795,468$1,417,148▲ $621,680
Cash and Non-Interest-Bearing Accounts$311,301$207,934▼ $103,367
Prepaid Expenses and Deferred Charges$93,061$178,919▲ $85,858
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$131,475,954$137,708,185▲ $6,232,231
Other Assets Total$1,866,528$2,037,430▲ $170,902
Liabilities
Other Liabilities$113,638,034$120,328,323▲ $6,690,289
Accounts Payable and Accrued Expenses$513,035$424,541▼ $88,494
Deferred Revenue$16,703$15,836▼ $867
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$114,167,772$120,768,700▲ $6,600,928
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,308,182$16,939,485▼ $368,697
Total Liabilities and Net Assets / Fund Balance$131,475,954$137,708,185▲ $6,232,231

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,151,050$413,500$1,564,550
Equipment$362,890$653,476$1,016,366
Land$601,647-$601,647
Leasehold Improvements$0$407,290$407,290
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl BartholomewPresident & CEOFT$196,035$71,661$267,696
Donna L FogelCFOFT$130,129$20,997$151,126
Jack EwaldCOOFT$126,042$24,149$150,191
Barrie ForbesBoard Treasurer-$6,920-$6,920
Daniel J MoffittBoard Secretary-$240-$240
Cary QuarryVice Chair-$180-$180
Linda F McDonaldBoard Chair-$120-$120

Board Members and Trustees

NameTitle
Erin HenryBoard Director
Jim MikitkaBoard Director
Khue TranBoard Director
Marjorie J SolomonBoard Director
William J CampbellBoard Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Capital Blue CrossEmployee health benefits2500 Elmerton Ave, Suite 100, Harrisburg, PA 17177$380,384
Jack Henry & AssociatesData processing663 W Highway 60, Monett, MO 65708$371,905
Liquid InteractiveMarketing7540 Windsor Drive, Allentown, PA 18195$356,714
Simply ITIT Services1150 Glenlivet Dr B29, Allentown, PA 18106$128,381
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,576,650
Investment Income
$738,370
Other Revenue
$0
Change in Net Assets
$-964,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,410,014
Salaries, Compensation, and Employee Benefits$2,869,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,736,325
Interest---$1,304,478
Current Officers, Directors, Trustees, and Key Employees---$569,013
Information Technology---$378,471
Other Employee Benefits---$349,206
Advertising---$310,057
Office Expenses---$235,321
Payroll Taxes---$193,788
Other Expenses---$183,900
All Other Expenses---$173,441
Depreciation Depletion---$133,703
Occupancy---$122,459
Insurance---$33,948
Fees for Services Accounting---$23,624
Pension Plan Contributions---$21,548
Travel---$12,830
Conferences and Meetings---$3,542
Fees for Services Legal---$1,795
Total Functional Expenses$0$0$0$6,279,894
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$69,729,791
Member Certificate Accounts$40,081,532
Nonmember Share Certificates$10,517,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Credit Union has a single class of voting members.”

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

“Credit Union has a single class of voting members. Each member has a single vote in the election of members to the Credit Union's Board of Directors.”

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

“The Credit Union's members must approve: The appointment of members to the Board of Directors, changes to the governing documents of the Credit Union, the merger of the Credit Union, the dissolution or conversion of the Credit Union.”

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

“Return is reviewed by Credit Union President & CEO prior to filing.”

Form 990, Part VI, Section B, Line 15

“The credit union uses a third party compensation administration system for determining compensation of all employees including the CEO and other officers/key employees at least annually, including this year. Additionally, the CEO's compensation is approved by the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents are provided upon request at the Credit Union's main office. The Credit Union's financial statements are posted on our website monthly. Quarterly financials(5300 Call Reports) are available at www.ncua.gov”

Filing and Contact Details

Filer

Filer Name
Gold Credit Union
EIN
23-0937747
Phone
4842234200
Address
4703 Hamilton Blvd, Allentown, PA 18103

Signing Officer

Name
Cheryl Bartholomew
Title
President & CEO
Phone
4842234201
Signed
2020-07-30

Organization Details

Principal Officer
Cheryl Bartholomew
Formed
1937
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
50
Volunteers
22
Raw XML AppendixShowing 400 of 549 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm2Jack Ewald
IRS990/Form990PartVIISectionAGrp/PersonNm3Barrie Forbes
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IRS990/Form990PartVIISectionAGrp/PersonNm9Khue Tran
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2COO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Director
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IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
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IRS990/GoverningBodyVotingMembersCnt09
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0378471
IRS990/InsuranceGrp/TotalAmt033948
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/TotalAmt01304478
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0738370
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05310001
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06164001
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021672054
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018469085
IRS990/IRPDocumentCnt02893
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01474266
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02149076
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02115587
IRS990/LandBldgEquipCostOrOtherBssAmt03589853
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GOLD's mission is to empower our Members to achieve personal financial success, as they define it. We listen intently, advise earnestly, and act purposefully, always with our Member's best interests at heart. We dedicate ourselves to service of the individual Member, of our trusted team, and to the community around us.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt017308182
IRS990/NetAssetsOrFundBalancesEOYAmt016939485
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0596177
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0122459
IRS990/OfficeExpensesGrp/TotalAmt0235321
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01866528
IRS990/OtherAssetsTotalGrp/EOYAmt02037430
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0349206
IRS990/OtherExpensesGrp/Desc0Loan Processing and Servicing
IRS990/OtherExpensesGrp/Desc1Plastic Card Expenses
IRS990/OtherExpensesGrp/Desc2Provision for Loan Loss
IRS990/OtherExpensesGrp/TotalAmt0322147
IRS990/OtherExpensesGrp/TotalAmt1170298
IRS990/OtherExpensesGrp/TotalAmt2183900
IRS990/OtherLiabilitiesGrp/BOYAmt0113638034
IRS990/OtherLiabilitiesGrp/EOYAmt0120328323
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01736325
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt096079915
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0105059436
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0193788
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt021548
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt093061
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0178919
IRS990/PrincipalOfficerNm0Cheryl Bartholomew
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522210
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Loan Interest Income
IRS990/ProgramServiceRevenueGrp/Desc1Plastic Card Income
IRS990/ProgramServiceRevenueGrp/Desc2Other Income and Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04202911
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1200809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2172930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04202911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2172930
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide financial services to 8,558 members
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0747505
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02582127
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03490969
IRS990/PYRevenuesLessExpensesAmt0-485741
IRS990/PYSalariesCompEmpBnftPaidAmt02142088
IRS990/PYTotalExpensesAmt04724215
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04238474
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-964874
IRS990/RelatedEntityInd00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017308182
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016939485
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03198550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02058645
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01151050
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0413500
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01564550
IRS990ScheduleD/EquipmentGrp/BookValueAmt0362890
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0653476
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01016366
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0601647
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0601647
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0407290
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0407290
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt069729791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt140081532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt210517000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member Share Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Member Certificate Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Nonmember Share Certificates

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$137,708,185
Liabilities
$120,768,700
Net assets
$16,939,485
Revenue
$5,315,020
Expenses
$6,279,894
Net income
-$964,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.61$3.39$1.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$133$9.18$7.49$9.04$1.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$145$11.1$6.26$7.45$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$160$145$14.5$5.39$6.47$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$146$130$16.1$5.29$6.53$1.24
2019Detailed filing. Detailed filing data is available for this year.$138$121$16.9$5.32$6.28$0.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$114$17.3$4.24$4.72$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$105$18.1$3.77$3.66$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$105$18.0$3.75$3.52$0.23
2015Detailed filing. Detailed filing data is available for this year.$121$103$17.8$3.63$3.31$0.32
2014Detailed filing. Detailed filing data is available for this year.$122$104$17.6$3.70$3.29$0.41
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$101$17.1$3.81$3.48$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$97.9$17.1$3.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$93.5$16.7$3.90
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$89.0$16.3$3.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)14 • $100M-$250M nonprofits