Civic Intelligence

Gundersen Credit Union

990 • Fiscal year 2021 • EIN 23-7108910

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 24, 2022

Organization ProfileWWW.GUNDERSENCU.ORG

View Organization Page

1910 South AvenueLA Crosse, WI 54601

(608) 775-4715

Siviq Scores

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

Liabilities / Assets

45th percentile

0.89x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

31.35x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Net Margin

44th percentile

12%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$157,630

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Asset Growth

32nd percentile

7.2%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

2.0%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$61,946,937

Up $4,156,589 (+7.2%) from 2020

Net Assets

Up

$6,840,395

Up $213,387 (+3.2%) from 2020

Liabilities

Up

$55,106,542

Up $3,943,202 (+7.7%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin44th percentile

Revenue

Up

$1,757,641

Up $34,986 (+2.0%) from 2020

Expenses

Down

$1,544,255

Down $48,256 (-3.0%) from 2020

Net Income

Up

$213,386

Up $83,242 (+64%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $33,190,671Liabilities 2010: $28,942,674Net Assets 2010: $4,247,9972010Assets 2011: $35,740,799Liabilities 2011: $31,116,666Net Assets 2011: $4,624,1332011Assets 2012: $39,796,204Liabilities 2012: $34,835,742Net Assets 2012: $4,960,4622012Assets 2014: $38,281,865Liabilities 2014: $32,873,254Net Assets 2014: $5,408,6112014Assets 2015: $40,703,275Liabilities 2015: $35,121,378Net Assets 2015: $5,581,8972015Assets 2016: $41,284,466Liabilities 2016: $35,599,022Net Assets 2016: $5,685,4442016Assets 2017: $43,614,960Liabilities 2017: $37,807,495Net Assets 2017: $5,807,4652017Assets 2018: $45,830,888Liabilities 2018: $39,661,462Net Assets 2018: $6,169,4262018Assets 2019: $50,620,221Liabilities 2019: $44,123,357Net Assets 2019: $6,496,8642019Assets 2020: $57,790,348Liabilities 2020: $51,163,340Net Assets 2020: $6,627,0082020Assets 2021: $61,946,937Liabilities 2021: $55,106,542Net Assets 2021: $6,840,3952021Assets 2022: $61,290,036Liabilities 2022: $54,237,752Net Assets 2022: $7,052,2842022Assets 2023: $60,501,430Liabilities 2023: $53,351,065Net Assets 2023: $7,150,3652023Assets 2024: $60,805,463Liabilities 2024: $53,422,539Net Assets 2024: $7,382,9242024

Highlighted filing

2021

Assets$61,946,937
Liabilities$55,106,542
Net Assets$6,840,395
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,422,2622010Expenses 2011: $1,311,6402011Expenses 2012: $1,248,5352012Revenue 2014: $1,317,424Expenses 2014: $1,126,703Net Income 2014: $190,7212014Revenue 2015: $1,331,057Expenses 2015: $1,157,771Net Income 2015: $173,2862015Revenue 2016: $1,408,376Expenses 2016: $1,304,829Net Income 2016: $103,5472016Revenue 2017: $1,505,629Expenses 2017: $1,384,817Net Income 2017: $120,8122017Revenue 2018: $1,661,300Expenses 2018: $1,299,339Net Income 2018: $361,9612018Revenue 2019: $1,791,868Expenses 2019: $1,464,430Net Income 2019: $327,4382019Revenue 2020: $1,722,655Expenses 2020: $1,592,511Net Income 2020: $130,1442020Revenue 2021: $1,757,641Expenses 2021: $1,544,255Net Income 2021: $213,3862021Revenue 2022: $1,954,633Expenses 2022: $1,742,748Net Income 2022: $211,8852022Revenue 2023: $2,447,733Expenses 2023: $2,345,326Net Income 2023: $102,4072023Revenue 2024: $2,756,445Expenses 2024: $2,523,891Net Income 2024: $232,5542024

Highlighted filing

2021

Revenue$1,757,641
Expenses$1,544,255
Net Income$213,386
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 24, 2022
Return Version
2021v4.2
Gross Receipts
$1,757,641
Mission and Program Overview

Mission

To function as a member-owned, not-for-profit financial cooperative for employees, retirees, and volunteers of gundersen health system, and its affiliates, and members of their immediate families.

To function as a member-owned, not-for-profit financial cooperative for employees, retirees, and volunteers of gundersen health systems, and its affiliates, and members of their immediate families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$37,133,980$36,660,923▼ $473,057
Savings and Temporary Cash Investments$18,783,735$23,294,236▲ $4,510,501
Rtn Earn Endowment Incm Other Fnds$6,148,180$6,361,567▲ $213,387
Cash and Non-Interest-Bearing Accounts$672,730$667,938▼ $4,792
Investments Program Related$434,671$500,006▲ $65,335
Cap Stk Tr Prin Current Funds$478,828$478,828→ $0
Land, Buildings, and Equipment, Net$204,067$175,682▼ $28,385
Prepaid Expenses and Deferred Charges$17,306$13,721▼ $3,585
Accounts Receivable-$8,058-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$57,788,259$61,946,937▲ $4,158,678
Other Assets Total$541,770$626,373▲ $84,603
Liabilities
Other Liabilities$50,878,132$54,921,705▲ $4,043,573
Accounts Payable and Accrued Expenses$233,119$184,837▼ $48,282
Grants Payable$50,000--
Total Liabilities$51,161,251$55,106,542▲ $3,945,291
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,627,008$6,840,395▲ $213,387
Total Liabilities and Net Assets / Fund Balance$57,788,259$61,946,937▲ $4,158,678

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$137,703$38,546$176,249
Equipment$37,979$125,076$163,055
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy YardleyPresident/CEOFT$133,499$24,131$157,630

Board Members and Trustees

NameTitle
Jon BingolChair
Elizabeth RitterVice Chair
Brady LoweDirector
Lisa RaineyDirector
Loren CarrellDirector
Susan MillerSecretary
Paul FischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,618,240
Investment Income
$139,401
Other Revenue
$0
Change in Net Assets
$213,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$917,562
Salaries, Compensation, and Employee Benefits$626,193
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$332,023
Office Expenses---$288,723
Current Officers, Directors, Trustees, and Key Employees---$133,499
Other Employee Benefits---$87,435
Interest---$69,045
Advertising---$53,212
Depreciation Depletion---$40,282
Pension Plan Contributions---$37,759
Payroll Taxes---$35,477
All Other Expenses---$34,171
Payments to Affiliates---$24,638
Fees for Services Accounting---$24,353
Insurance---$22,738
Information Technology---$19,813
Other Expenses---$19,572
Occupancy---$14,016
Conferences and Meetings---$11,173
Fees for Services Legal---$1,288
Grants to Domestic Orgs---$500
Total Functional Expenses$0$0$0$1,544,255
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
Shares and Deposits$54,921,705
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“The organization consists of classes of members or stockholders are owned and controlled by its members.”

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

“Members have the right to vote and nonimate individuals to serve on the board of directors.”

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

“Members approve annual meeting elections”

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

“Reviewed and approved by management; provided to board prior to filing.”

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

“The president monitors the policies.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined by the persnnel committee, which is made up of members of the board of directors and is based on industry standards.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Gundersen Credit Union
EIN
23-7108910
Phone
6087754715
Address
1910 SOUTH AVENUE, LA CROSSE, WI 54601

Signing Officer

Name
Jeremy Yardley
Title
President/CEO
Phone
6087754715
Signed
2022-06-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Jeremy Yardley
Formed
1971
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
7

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffery Danen
Phone
9203369850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 1.”

Raw XML Appendix388 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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0136579
IRS990/PYOtherExpensesAmt0980885
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01586076
IRS990/PYRevenuesLessExpensesAmt0130144
IRS990/PYSalariesCompEmpBnftPaidAmt0611626
IRS990/PYTotalExpensesAmt01592511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01722655
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0213386
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06148180
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06361567
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018783735
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023294236
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt037979
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0125076
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0163055
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0137703
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt038546
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0176249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054921705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES AND DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0175682
IRS990ScheduleD/TotalLiabilityAmt054921705
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0133499
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011851
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEREMY YARDLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF CLASSES OF MEMBERS OR STOCKHOLDERS ARE OWNED AND CONTROLLED BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HAVE THE RIGHT TO VOTE AND NONIMATE INDIVIDUALS TO SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE ANNUAL MEETING ELECTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED AND APPROVED BY MANAGEMENT; PROVIDED TO BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT MONITORS THE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS DETERMINED BY THE PERSNNEL COMMITTEE, WHICH IS MADE UP OF MEMBERS OF THE BOARD OF DIRECTORS AND IS BASED ON INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 1.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt057788259
IRS990/TotalAssetsEOYAmt061946937
IRS990/TotalAssetsGrp/BOYAmt057788259
IRS990/TotalAssetsGrp/EOYAmt061946937
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt01544255
IRS990/TotalGrossUBIAmt015398
IRS990/TotalLiabilitiesBOYAmt051161251
IRS990/TotalLiabilitiesEOYAmt055106542
IRS990/TotalLiabilitiesGrp/BOYAmt051161251
IRS990/TotalLiabilitiesGrp/EOYAmt055106542
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06627008
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06840395
IRS990/TotalOtherCompensationAmt024131
IRS990/TotalProgramServiceExpensesAmt01544255
IRS990/TotalProgramServiceRevenueAmt01618240
IRS990/TotalReportableCompFromOrgAmt0133499
IRS990/TotalRevenueGrp/ExclusionAmt0139401
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01602842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01757641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt015398
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057788259
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061946937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LA CROSSE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.GUNDERSENCU.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY YARDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06087754715
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GUNDERSEN CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0GUND
ReturnHeader/Filer/EIN0237108910
ReturnHeader/Filer/PhoneNum06087754715
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 SOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0LA CROSSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 N BROADWAY SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054303
ReturnHeader/PreparerPersonGrp/PhoneNum09203369850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY DANEN
ReturnHeader/ReturnTs02022-06-30T12:16:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEREMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YARDLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$61,946,937
Liabilities
$55,106,542
Net assets
$6,840,395
Revenue
$1,757,641
Expenses
$1,544,255
Net income
$213,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$53.4$7.38$2.76$2.52$0.23
2023Detailed filing. Detailed filing data is available for this year.$60.5$53.4$7.15$2.45$2.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$61.3$54.2$7.05$1.95$1.74$0.21
2021Detailed filing. Detailed filing data is available for this year.$61.9$55.1$6.84$1.76$1.54$0.21
2020Detailed filing. Detailed filing data is available for this year.$57.8$51.2$6.63$1.72$1.59$0.13
2019Detailed filing. Detailed filing data is available for this year.$50.6$44.1$6.50$1.79$1.46$0.33
2018Detailed filing. Detailed filing data is available for this year.$45.8$39.7$6.17$1.66$1.30$0.36
2017Detailed filing. Detailed filing data is available for this year.$43.6$37.8$5.81$1.51$1.38$0.12
2016Detailed filing. Detailed filing data is available for this year.$41.3$35.6$5.69$1.41$1.30$0.10
2015Detailed filing. Detailed filing data is available for this year.$40.7$35.1$5.58$1.33$1.16$0.17
2014Detailed filing. Detailed filing data is available for this year.$38.3$32.9$5.41$1.32$1.13$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$34.8$4.96$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$31.1$4.62$1.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$28.9$4.25$1.42