Civic Intelligence

1368 Code Credit Union

990 • Fiscal year 2022 • EIN 31-1225765

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization ProfileWWW.CODECU.ORG

View Organization Page

355 W MonumentDayton, OH 45402

(937) 222-8971

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.90x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

19.77x

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

2022 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2022

Net Margin

43rd percentile

14%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$301,149

Higher top officer pay than 83% of similar nonprofits.

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

2022 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2022

Asset Growth

58th percentile

3.1%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$163,817,752

Up $4,950,182 (+3.1%) from 2021

Net Assets

Up

$16,309,973

Up $435,265 (+2.7%) from 2021

Liabilities

Up

$147,507,779

Up $4,514,917 (+3.2%) from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin43rd percentile

Revenue

Up

$7,461,336

Up $827,472 (+12%) from 2021

Expenses

Up

$6,419,905

Up $833,966 (+15%) from 2021

Net Income

Down

$1,041,431

Down $6,494 (-0.6%) from 2021

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: $95,028,423Liabilities 2010: $83,972,254Net Assets 2010: $11,056,1692010Assets 2011: $101,244,453Liabilities 2011: $89,411,077Net Assets 2011: $11,833,3762011Assets 2012: $105,107,688Liabilities 2012: $92,693,780Net Assets 2012: $12,413,9082012Assets 2013: $106,067,856Liabilities 2013: $93,355,769Net Assets 2013: $12,712,0872013Assets 2014: $110,133,813Liabilities 2014: $96,850,332Net Assets 2014: $13,283,4812014Assets 2015: $111,746,206Liabilities 2015: $98,144,325Net Assets 2015: $13,601,8812015Assets 2016: $119,781,686Liabilities 2016: $105,830,209Net Assets 2016: $13,951,4772016Assets 2017: $129,249,554Liabilities 2017: $115,133,066Net Assets 2017: $14,116,4882017Assets 2018: $129,853,219Liabilities 2018: $115,413,606Net Assets 2018: $14,439,6132018Assets 2019: $137,196,868Liabilities 2019: $122,352,700Net Assets 2019: $14,844,1682019Assets 2020: $149,412,821Liabilities 2020: $134,297,460Net Assets 2020: $15,115,3612020Assets 2021: $158,867,570Liabilities 2021: $142,992,862Net Assets 2021: $15,874,7082021Assets 2022: $163,817,752Liabilities 2022: $147,507,779Net Assets 2022: $16,309,9732022Assets 2023: $160,715,683Liabilities 2023: $143,007,326Net Assets 2023: $17,708,3572023Assets 2024: $163,375,004Liabilities 2024: $144,488,554Net Assets 2024: $18,886,4502024

Highlighted filing

2022

Assets$163,817,752
Liabilities$147,507,779
Net Assets$16,309,973
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

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

$10M$5.0M$0Expenses 2010: $5,084,6302010Expenses 2011: $4,729,8512011Expenses 2012: $4,683,3172012Revenue 2013: $5,127,395Expenses 2013: $4,829,217Net Income 2013: $298,1782013Revenue 2014: $5,273,238Expenses 2014: $4,701,844Net Income 2014: $571,3942014Revenue 2015: $5,282,704Expenses 2015: $4,964,304Net Income 2015: $318,4002015Revenue 2016: $5,562,989Expenses 2016: $5,213,393Net Income 2016: $349,5962016Revenue 2017: $5,847,378Expenses 2017: $5,682,367Net Income 2017: $165,0112017Revenue 2018: $6,446,545Expenses 2018: $6,057,941Net Income 2018: $388,6042018Revenue 2019: $6,748,284Expenses 2019: $6,277,113Net Income 2019: $471,1712019Revenue 2020: $6,599,673Expenses 2020: $6,209,413Net Income 2020: $390,2602020Revenue 2021: $6,633,864Expenses 2021: $5,585,939Net Income 2021: $1,047,9252021Revenue 2022: $7,461,336Expenses 2022: $6,419,905Net Income 2022: $1,041,4312022Revenue 2023: $8,913,808Expenses 2023: $7,407,654Net Income 2023: $1,506,1542023Revenue 2024: $9,752,309Expenses 2024: $8,883,132Net Income 2024: $869,1772024

Highlighted filing

2022

Revenue$7,461,336
Expenses$6,419,905
Net Income$1,041,431
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$7,461,336
Mission and Program Overview

Mission

To passionately deliver a comprehensive range of exceptional services to our members.

To provide financial services to member owners with a common bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$85,286,734$91,565,499▲ $6,278,765
Investments in Publicly Traded Securities$28,293,121$27,661,474▼ $631,647
Investments Other Securities$15,377,469$16,546,134▲ $1,168,665
Rtn Earn Endowment Incm Other Fnds$15,874,708$16,309,973▲ $435,265
Savings and Temporary Cash Investments$13,331,066$10,315,917▼ $3,015,149
Land, Buildings, and Equipment, Net$4,464,952$5,008,361▲ $543,409
Investments Program Related$1,042,495$1,042,495→ $0
Cash and Non-Interest-Bearing Accounts$949,294$968,866▲ $19,572
Prepaid Expenses and Deferred Charges$574,167$838,036▲ $263,869
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$158,867,570$163,817,752▲ $4,950,182
Other Assets Total$9,548,272$9,870,970▲ $322,698
Liabilities
Other Liabilities$142,281,608$144,069,477▲ $1,787,869
Unsecured Notes Loans Payable$0$2,000,000▲ $2,000,000
Accounts Payable and Accrued Expenses$711,254$1,438,302▲ $727,048
Total Liabilities$142,992,862$147,507,779▲ $4,514,917
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,874,708$16,309,973▲ $435,265
Total Liabilities and Net Assets / Fund Balance$158,867,570$163,817,752▲ $4,950,182

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,525,653$1,664,778$5,190,431
Equipment$508,001$704,359$1,212,360
Land$962,243-$962,243
Leasehold Improvements$12,464$4,436$16,900
Other Assets Org$7,843,244--
Other Securities$14,744,000--
Closely Held Equity Interests$1,802,134--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Scott RutherfordPresident/CEO/treasurerFT$187,332$113,817$301,149
Heather ParrottExecutive Vice PresidentFT$112,658$97,771$210,429
Craig BallantineVice PresidentFT$113,723$52,773$166,496
Madison Y FoleyVice PresidentFT$107,694$10,860$118,554

Board Members and Trustees

NameTitle
A Doyle BurkeBoard Chairman
David SeagravesBoard Vice Chair
Michael DebordeBoard Secretary
J Chris KrugDirector
Stephen FinkeDirector
William GillispieDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,727,812
Investment Income
$733,524
Other Revenue
$0
Change in Net Assets
$1,041,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,461,336
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,461,336
Total Revenue per Form 990
$7,461,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,118,155
Salaries, Compensation, and Employee Benefits$2,301,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,128,238
Information Technology---$865,065
Office Expenses---$762,988
Current Officers, Directors, Trustees, and Key Employees---$647,160
Interest---$396,332
Occupancy---$297,674
Advertising---$286,905
Other Employee Benefits---$249,409
Other Expenses---$246,761
Pension Plan Contributions---$149,102
Depreciation Depletion---$147,574
Fees for Services Other---$128,274
Payroll Taxes---$127,841
Conferences and Meetings---$111,950
Fees for Services Accounting---$42,056
Insurance---$39,874
Fees for Services Legal---$7,421
Travel---$5,480
Total Functional Expenses$0$0$0$6,419,905

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,419,905
Total Expenses per Audited Statements$6,419,905
Total Expenses per Form 990$6,419,905
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARES & DEPOSITS$144,069,477
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 credit union has a single class of members, with equal rights of ownership, governance, and voting.”

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

“The board of directors is elected by a membership ballot vote counted by a certified public accounting firm. The results are announced at the annual meeting. Each board member is elected for a three year term.”

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

“Credit union decisions that are subject to membership approval are charter changes and mergers.”

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

“Board members can view on the secure site prior to the board meeting where approval is then given prior to filing.”

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

“Board members are given the opportunity at the start of each monthly board meeting to disclose conflicts of interest that have arisen.”

Form 990, Part VI, Section B, Line 15

“Each year a compensation committee is appointed by the chariman to review the ceo's market pay and position within the marketplace. The compensation committee then meets with the full board of directors for discussion and approval. An annual compensation survey is used to ensure employees are paid fair market value.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements are posted in the credit union's lobby. All other documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
1368 Code Credit Union
EIN
31-1225765
Phone
9372228971
Address
355 W MONUMENT, DAYTON, OH 45402

Signing Officer

Name
Scott Rutherford
Title
President/CEO/treasurer
Phone
9372228971
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Rutherford
Formed
1940
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
6
Employees
39
Volunteers
7

Preparer

Firm
Gbq Partners LLC
Address
4030 SMITH ROAD SUITE 400, CINCINNATI, OH 45209
Preparer
Gregory Heimkreiter
Phone
5138713033
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“As a credit union, the credit union is exempt from most federal, state and local taxes under the provisions of 501c(14) of the internal revenue code. The credit union accounts for uncertainty in income taxes in its financial statements as required under financial accounting standards board (fasb) accounting standards codification (asc), accounting for uncertainty in income taxes. The standard prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The standard also provides guidance on de-recognition, classification, interest, and penalties, accounting in interim periods, disclosure and transition accounting. The credit union's income tax returns prior to 2019 are closed. Management determined there were no material uncertain positions taken by the credit union in its tax returns.”

Raw XML AppendixShowing 400 of 461 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0711254
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01438302
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SERVICES TO MEMBER OWNERS WITH A COMMON BOND.
IRS990/AdvertisingGrp/TotalAmt0286905
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT RUTHERFORD
IRS990/BooksInCareOfDetail/PhoneNum09372228971
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0355 W MONUMENT
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045402
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0949294
IRS990/CashNonInterestBearingGrp/EOYAmt0968866
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0647160
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0111950
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0733524
IRS990/CYOtherExpensesAmt04118155
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06727812
IRS990/CYRevenuesLessExpensesAmt01041431
IRS990/CYSalariesCompEmpBnftPaidAmt02301750
IRS990/CYTotalExpensesAmt06419905
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07461336
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0147574
IRS990/Desc0PROVIDE FINANCIAL SERVICES TO ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt042056
IRS990/FeesForServicesLegalGrp/TotalAmt07421
IRS990/FeesForServicesOtherGrp/TotalAmt0128274
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt055621
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt747855
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt835131
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt910860
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID SCOTT RUTHERFORD
IRS990/Form990PartVIISectionAGrp/PersonNm1A DOYLE BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm2J CHRIS KRUG
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM GILLISPIE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID SEAGRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL DEBORDE
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN FINKE
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER PARROTT
IRS990/Form990PartVIISectionAGrp/PersonNm8CRAIG BALLANTINE
IRS990/Form990PartVIISectionAGrp/PersonNm9MADISON Y FOLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0245528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7162574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8131365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9107694
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/TitleTxt0PRESIDENT/CEO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07461336
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0865065
IRS990/InsuranceGrp/TotalAmt039874
IRS990/InterestGrp/TotalAmt0396332
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0733524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0733524
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015377469
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016546134
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01042495
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01042495
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028293121
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027661474
IRS990/IRPDocumentCnt03082
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02373573
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04464952
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05008361
IRS990/LandBldgEquipCostOrOtherBssAmt07381934
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PASSIONATELY DELIVER A COMPREHENSIVE RANGE OF EXCEPTIONAL SERVICES TO OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015874708
IRS990/NetAssetsOrFundBalancesEOYAmt016309973
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-606166
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0297674
IRS990/OfficeExpensesGrp/TotalAmt0762988
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09548272
IRS990/OtherAssetsTotalGrp/EOYAmt09870970
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0249409
IRS990/OtherExpensesGrp/Desc0BANK CHARGES AND PROCES
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt0485940
IRS990/OtherExpensesGrp/TotalAmt1293861
IRS990/OtherExpensesGrp/TotalAmt2246761
IRS990/OtherLiabilitiesGrp/BOYAmt0142281608
IRS990/OtherLiabilitiesGrp/EOYAmt0144069477
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt01128238
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt085286734
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt091565499
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0127841
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0149102
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0574167
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0838036
IRS990/PrincipalOfficerNm0SCOTT RUTHERFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt04095501
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02621911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04095501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12632311
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0522075
IRS990/PYOtherExpensesAmt03318464
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06111789
IRS990/PYRevenuesLessExpensesAmt01047925
IRS990/PYSalariesCompEmpBnftPaidAmt02267475
IRS990/PYTotalExpensesAmt05585939
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06633864
IRS990/ReconcilationRevenueExpnssAmt01041431
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015874708
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016309973
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013331066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010315917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03525653
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01664778
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05190431
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt01802134
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt0508001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0704359
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01212360
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06419905
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0962243
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0962243
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012464
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04436
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01384719
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1643007
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27843244
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NCUSIF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0144069477
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES & DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014744000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07461336
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS A CREDIT UNION, THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE AND LOCAL TAXES UNDER THE PROVISIONS OF 501C(14) OF THE INTERNAL REVENUE CODE. THE CREDIT UNION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION ACCOUNTING. THE CREDIT UNION'S INCOME TAX RETURNS PRIOR TO 2019 ARE CLOSED. MANAGEMENT DETERMINED THERE WERE NO MATERIAL UNCERTAIN POSITIONS TAKEN BY THE CREDIT UNION IN ITS TAX RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05008361
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09870970
IRS990ScheduleD/TotalBookValueSecuritiesAmt016546134
IRS990ScheduleD/TotalExpensesPerForm990Amt06419905
IRS990ScheduleD/TotalLiabilityAmt0144069477
IRS990ScheduleD/TotalRevenuePerForm990Amt07461336
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07461336
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06419905
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0187332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1112658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2113723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount055000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount149698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount217577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt024226
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt116233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt213129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt031395
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt131622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt222002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt03196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1218
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID SCOTT RUTHERFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1HEATHER PARROTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CRAIG BALLANTINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0301149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1210429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2166496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION PROVIDES 457(F) PLANS FOR THE PRESIDENT/CEO, DAVID SCOTT RUTHERFORD AND EXECUTIVE VICE PRESIDENT, HEATHER PARROTT. THE PLAN PROVIDES ANNUAL CREDIT UNION CONTRIBUTIONS OF $40,000 AND $30,000, RESPECTIVELY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HAS A SINGLE CLASS OF MEMBERS, WITH EQUAL RIGHTS OF OWNERSHIP, GOVERNANCE, AND VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY A MEMBERSHIP BALLOT VOTE COUNTED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE RESULTS ARE ANNOUNCED AT THE ANNUAL MEETING. EACH BOARD MEMBER IS ELECTED FOR A THREE YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT UNION DECISIONS THAT ARE SUBJECT TO MEMBERSHIP APPROVAL ARE CHARTER CHANGES AND MERGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS CAN VIEW ON THE SECURE SITE PRIOR TO THE BOARD MEETING WHERE APPROVAL IS THEN GIVEN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE GIVEN THE OPPORTUNITY AT THE START OF EACH MONTHLY BOARD MEETING TO DISCLOSE CONFLICTS OF INTEREST THAT HAVE ARISEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH YEAR A COMPENSATION COMMITTEE IS APPOINTED BY THE CHARIMAN TO REVIEW THE CEO'S MARKET PAY AND POSITION WITHIN THE MARKETPLACE. THE COMPENSATION COMMITTEE THEN MEETS WITH THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND APPROVAL. AN ANNUAL COMPENSATION SURVEY IS USED TO ENSURE EMPLOYEES ARE PAID FAIR MARKET VALUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED IN THE CREDIT UNION'S LOBBY. ALL OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0158867570
IRS990/TotalAssetsEOYAmt0163817752
IRS990/TotalAssetsGrp/BOYAmt0158867570
IRS990/TotalAssetsGrp/EOYAmt0163817752
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/TotalAmt06419905
IRS990/TotalGrossUBIAmt010400
IRS990/TotalLiabilitiesBOYAmt0142992862
IRS990/TotalLiabilitiesEOYAmt0147507779
IRS990/TotalLiabilitiesGrp/BOYAmt0142992862
IRS990/TotalLiabilitiesGrp/EOYAmt0147507779

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,817,752
Liabilities
$147,507,779
Net assets
$16,309,973
Revenue
$7,461,336
Expenses
$6,419,905
Net income
$1,041,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$144$18.9$9.75$8.88$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$143$17.7$8.91$7.41$1.51
2022Detailed filing. Detailed filing data is available for this year.$164$148$16.3$7.46$6.42$1.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$143$15.9$6.63$5.59$1.05
2020Detailed filing. Detailed filing data is available for this year.$149$134$15.1$6.60$6.21$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$122$14.8$6.75$6.28$0.47
2018Detailed filing. Detailed filing data is available for this year.$130$115$14.4$6.45$6.06$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$115$14.1$5.85$5.68$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$106$14.0$5.56$5.21$0.35
2015Detailed filing. Detailed filing data is available for this year.$112$98.1$13.6$5.28$4.96$0.32
2014Detailed filing. Detailed filing data is available for this year.$110$96.9$13.3$5.27$4.70$0.57
2013Detailed filing. Detailed filing data is available for this year.$106$93.4$12.7$5.13$4.83$0.30
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$92.7$12.4$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$89.4$11.8$4.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.0$84.0$11.1$5.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)14 • $100M-$250M nonprofits