Civic Intelligence

Members Source Credit Union

990 • Fiscal year 2017 • EIN 35-0873966

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 26, 2018

Organization Profilewww.ms-cu.com

View Organization Page

8580 Virginia StreetMerrillville, IN 46410-6235

(219) 756-4141

Siviq Scores

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

Liabilities / Assets

48th percentile

0.89x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

24.44x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Net Margin

26th percentile

4.0%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$124,321

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Asset Growth

26th percentile

0.8%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

7.1%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$76,510,519

Up $586,364 (+0.8%) from 2016

Net Assets

Up

$8,688,005

Up $120,657 (+1.4%) from 2016

Liabilities

Up

$67,822,514

Up $465,707 (+0.7%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin26th percentile

Revenue

Up

$2,774,964

Up $183,062 (+7.1%) from 2016

Expenses

Up

$2,662,868

Up $127,417 (+5.0%) from 2016

Net Income

Up

$112,096

Up $55,645 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$100M$50M$0Assets 2010: $69,264,524Liabilities 2010: $61,358,254Net Assets 2010: $7,906,2702010Assets 2011: $70,351,648Liabilities 2011: $62,388,583Net Assets 2011: $7,963,0652011Assets 2012: $72,149,519Liabilities 2012: $64,072,582Net Assets 2012: $8,076,9372012Assets 2013: $72,654,465Liabilities 2013: $64,572,770Net Assets 2013: $8,081,6952013Assets 2014: $72,092,186Liabilities 2014: $63,784,562Net Assets 2014: $8,307,6242014Assets 2015: $73,735,054Liabilities 2015: $65,367,640Net Assets 2015: $8,367,4142015Assets 2016: $75,924,155Liabilities 2016: $67,356,807Net Assets 2016: $8,567,3482016Assets 2017: $76,510,519Liabilities 2017: $67,822,514Net Assets 2017: $8,688,0052017Assets 2018: $76,115,716Liabilities 2018: $67,124,420Net Assets 2018: $8,991,2962018Assets 2019: $75,145,636Liabilities 2019: $65,917,622Net Assets 2019: $9,228,0142019Assets 2020: $86,872,886Liabilities 2020: $77,308,165Net Assets 2020: $9,564,7212020Assets 2021: $93,168,373Liabilities 2021: $83,043,905Net Assets 2021: $10,124,4682021Assets 2022: $93,824,009Liabilities 2022: $82,871,041Net Assets 2022: $10,952,9682022Assets 2023: $90,277,336Liabilities 2023: $78,848,678Net Assets 2023: $11,428,6582023Assets 2024: $92,188,560Liabilities 2024: $80,218,573Net Assets 2024: $11,969,9872024

Highlighted filing

2017

Assets$76,510,519
Liabilities$67,822,514
Net Assets$8,688,005
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,800,0442010Expenses 2011: $2,807,0022011Expenses 2012: $2,540,1302012Revenue 2013: $2,465,453Expenses 2013: $2,273,361Net Income 2013: $192,0922013Revenue 2014: $2,455,158Expenses 2014: $2,269,051Net Income 2014: $186,1072014Revenue 2015: $2,501,821Expenses 2015: $2,346,425Net Income 2015: $155,3962015Revenue 2016: $2,591,902Expenses 2016: $2,535,451Net Income 2016: $56,4512016Revenue 2017: $2,774,964Expenses 2017: $2,662,868Net Income 2017: $112,0962017Revenue 2018: $3,136,083Expenses 2018: $2,851,610Net Income 2018: $284,4732018Revenue 2019: $3,295,352Expenses 2019: $3,082,423Net Income 2019: $212,9292019Revenue 2020: $3,139,766Expenses 2020: $2,803,729Net Income 2020: $336,0372020Revenue 2021: $3,183,088Expenses 2021: $2,623,341Net Income 2021: $559,7472021Revenue 2022: $3,726,820Expenses 2022: $2,898,320Net Income 2022: $828,5002022Revenue 2023: $3,875,419Expenses 2023: $3,399,729Net Income 2023: $475,6902023Revenue 2024: $4,537,436Expenses 2024: $3,996,107Net Income 2024: $541,3292024

Highlighted filing

2017

Revenue$2,774,964
Expenses$2,662,868
Net Income$112,096
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 26, 2018
Return Version
2017v2.2
Gross Receipts
$2,774,964
Mission and Program Overview

Mission

Credit Union is a not-for-profit, member-owned financial institution, we work hard to ensure the credit union philosophy of people helping people. We offer a full line of products and services.

Credit union as a not-for-profit, member-owned financial institution, we work hard to ensure the credit union philosophy of people helping people. We offer a full line of products and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$38,775,137$38,315,695▼ $459,442
Other Notes and Loans Receivable, Net$26,026,171$27,632,875▲ $1,606,704
Rtn Earn Endowment Incm Other Fnds$8,567,348$8,688,005▲ $120,657
Investments Other Securities$6,448,432$5,956,993▼ $491,439
Prepaid Expenses and Deferred Charges$2,169,283$2,147,692▼ $21,591
Cash and Non-Interest-Bearing Accounts$648,634$676,451▲ $27,817
Land, Buildings, and Equipment, Net$663,122$596,652▼ $66,470
Receivables From Officers Etc$360,617$322,255▼ $38,362
Intangible Assets$33,017$23,583▼ $9,434
Total Assets$75,924,155$76,510,519▲ $586,364
Other Assets Total$799,742$838,323▲ $38,581
Liabilities
Other Liabilities$67,176,338$67,293,222▲ $116,884
Accounts Payable and Accrued Expenses$180,469$529,292▲ $348,823
Total Liabilities$67,356,807$67,822,514▲ $465,707
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,567,348$8,688,005▲ $120,657
Total Liabilities and Net Assets / Fund Balance$75,924,155$76,510,519▲ $586,364

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$346,822$492,374$839,196
Other Land Buildings$47,239$153,393$200,632
Equipment$90,674$92,350$183,024
Land$111,917-$111,917
Other Securities$-43,007--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott SheltonCEO/presidentFT$109,166$15,155$124,321
Catherine BlastickCOO/vice PresidentFT$71,284$12,955$84,239
Susanne FalconeAcctg MgrFT$64,390$12,250$76,640
Shirley PatellisCCOFT$60,163$12,242$72,405

Board Members and Trustees

NameTitle
Jeffrey PerzChairperson
Barry WeissVice Chairperson
Anna OrtegaDirector
Charles DonovanDirector
Mitch HershbergerDirector
Ron HarperDirector
Wendy BowlinDirector
Cecelia LarguraSecretary
Stephen GallasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,347,483
Investment Income
$632,574
Other Revenue
$794,907
Change in Net Assets
$112,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,432,698
Salaries, Compensation, and Employee Benefits$1,230,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$700,386$0$0$700,386
All Other Expenses$410,177--$410,177
Current Officers, Directors, Trustees, and Key Employees$354,605$0$0$354,605
Occupancy$187,233$0$0$187,233
Interest$175,710$0$0$175,710
Fees for Services Other$163,049$0$0$163,049
Office Expenses$111,310$0$0$111,310
Depreciation Depletion$101,739$0$0$101,739
Payroll Taxes$74,628$0$0$74,628
Other Employee Benefits$65,927$0$0$65,927
Insurance$36,620$0$0$36,620
Pension Plan Contributions$34,624$0$0$34,624
Advertising$26,261$0$0$26,261
Travel$25,711$0$0$25,711
Other Expenses$18,490$0$0$18,490
Fees for Service Investment Mgmnt Fees$2,854$0$0$2,854
Conferences and Meetings$1,867$0$0$1,867
Total Functional Expenses$2,662,868$0$0$2,662,868
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$360,617$322,255▼ $38,362
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Savings$34,973,752
Money Markets$13,444,498
Share Certificates$7,836,598
Share Drafts$6,521,953
Ira Accounts$3,441,419
Club Accounts$1,014,417
Hsa Accounts$60,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Anna ortega 345 independence dr. Valparaiso in xxx-xx-xxxx”

Form 990, Part VI, Line 9

“Mitch hershberger 8038 howard ave munster in 46321”

Form 990, Part VI, Line 9

“Ron harper 757 blue jay ln. Dyer in 46311”

Form 990, Part VI, Line 9

“Jeff perz 9807 buchanan st. Crown point in 46307”

Form 990, Part VI, Line 9

“Wendy bowlin 827 w clark st. Rensselaer in 47948”

Form 990, Part VI, Line 9

“Barry weiss 10413 sandy ln. Munster in 46321”

Form 990, Part VI, Line 9

“Cecilia largura 705 audubon dr. Valparaiso in 46383”

Form 990, Part VI, Line 9

“Steve gallas 8917 cottage grove pl. Highland in 46322”

Form 990, Part VI, Line 9

“Charles donovan 304 river oaks dr. Richmond hill ga 31324”

Filing and Contact Details

Filer

Filer Name
Members Source Credit Union
EIN
35-0873966
Phone
2197564141
Address
8580 VIRGINIA STREET, MERRILLVILLE, IN 46410-6235

Signing Officer

Name
Scott Shelton
Title
CEO
Phone
2197564141
Signed
2018-03-26
Discuss with paid preparer
Yes

Organization Details

Formed
1935
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
31
Volunteers
17

Preparer

Firm
Homer Wilson & Co Ltd
Address
900 RIDGE ROAD SUITE S, MUNSTER, IN 46321-1727
Preparer
Ray Suoranta
Phone
2198364930
Supplemental Narrative

Additional Explanations

Pt VII, Col (E)

“Members of the credit union are considered shareholders”

Pt VI, Line 7A

“Members elect the board of directors at their annual meeting”

Pt VI, Line 11B

“The president reviews prior to filing and it is posted on a secure portal for the board to access. The board reviews at the next board meeting”

Pt VI, Line 15A

“Credit union uses cuna trade salary survey for the executive”

Pt VI, Line 15B

“Salaries and reviews mgmt recommendations for other increases”

Pt VI, Line 19

“Documents are available upon written request”

Pt VI, Line 6

“Each member of the credit union that maintains the minimum balance in their account is a shareholder.”

Pt XI

“The difference of $1.00 is due to rounding”

Form 990, Part IX, Line 24E

“Loan servicing 300277. 300277.”

Form 990, Part IX, Line 24E

“Share branch exp 56686. 56686.”

Form 990, Part IX, Line 24E

“Cash over/short 4126. 4126.”

Form 990, Part IX, Line 24E

“Miscellaneous operating 0. 0.”

Form 990, Part IX, Line 24E

“DFI FEE 6595. 6595.”

Form 990, Part IX, Line 24E

“Charitable donations 2968. 2968.”

Form 990, Part IX, Line 24E

“Amort of intangible assets 9433. 9433.”

Form 990, Part IX, Line 24E

“BANK FEES 279. 279.”

Form 990, Part IX, Line 24E

“Debit card fraud exp 29813. 29813.”

Raw XML AppendixShowing 400 of 624 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/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0400
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0400
IRS990/GrossReceiptsAmt02774964
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt036620
IRS990/InsuranceGrp/TotalAmt036620
IRS990/IntangibleAssetsGrp/BOYAmt033017
IRS990/IntangibleAssetsGrp/EOYAmt023583
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0175710
IRS990/InterestGrp/TotalAmt0175710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0632174
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06448432
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05956993
IRS990/IRPDocumentCnt01357
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0738117
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0663122
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0596652
IRS990/LandBldgEquipCostOrOtherBssAmt01334769
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CREDIT UNION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08567348
IRS990/NetAssetsOrFundBalancesEOYAmt08688005
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0400
IRS990/NetUnrlzdGainsLossesInvstAmt08560
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0187233
IRS990/OccupancyGrp/TotalAmt0187233
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0111310
IRS990/OfficeExpensesGrp/TotalAmt0111310
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0799742
IRS990/OtherAssetsTotalGrp/EOYAmt0838323
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt065927
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065927
IRS990/OtherExpensesGrp/Desc0ASSOCIATION DUES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2SHAREDRAFT & ATM EXP
IRS990/OtherExpensesGrp/Desc3OTHER OPERATING EXP
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt015309
IRS990/OtherExpensesGrp/ProgramServicesAmt1117686
IRS990/OtherExpensesGrp/ProgramServicesAmt238682
IRS990/OtherExpensesGrp/ProgramServicesAmt318490
IRS990/OtherExpensesGrp/TotalAmt015309
IRS990/OtherExpensesGrp/TotalAmt1117686
IRS990/OtherExpensesGrp/TotalAmt238682
IRS990/OtherExpensesGrp/TotalAmt318490
IRS990/OtherLiabilitiesGrp/BOYAmt067176338
IRS990/OtherLiabilitiesGrp/EOYAmt067293222
IRS990/OtherRevenueMiscGrp/BusinessCd0522190
IRS990/OtherRevenueMiscGrp/BusinessCd1522190
IRS990/OtherRevenueMiscGrp/BusinessCd2522190
IRS990/OtherRevenueMiscGrp/Desc0FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISC. OPERATING INCOME
IRS990/OtherRevenueMiscGrp/Desc2OTHER NON-OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0383655
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1357451
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt253801
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0383655
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1357451
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt253801
IRS990/OtherRevenueTotalAmt0794907
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0700386
IRS990/OtherSalariesAndWagesGrp/TotalAmt0700386
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt026026171
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt027632875
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt074628
IRS990/PayrollTaxesGrp/TotalAmt074628
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034624
IRS990/PensionPlanContributionsGrp/TotalAmt034624
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02169283
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02147692
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SCOTT SHELTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522190
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOANS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01347483
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0597683
IRS990/PYOtherExpensesAmt01311359
IRS990/PYOtherRevenueAmt0730850
IRS990/PYProgramServiceRevenueAmt01263369
IRS990/PYRevenuesLessExpensesAmt056451
IRS990/PYSalariesCompEmpBnftPaidAmt01224092
IRS990/PYTotalExpensesAmt02535451
IRS990/PYTotalRevenueAmt02591902
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0360617
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0322255
IRS990/ReconcilationRevenueExpnssAmt0112096
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08567348
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08688005
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038775137
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038315695
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0346822
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0492374
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0839196
IRS990ScheduleD/EquipmentGrp/BookValueAmt090674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092350
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0183024
IRS990ScheduleD/LandGrp/BookValueAmt0111917
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0111917
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047239
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0153393
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0200632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034973752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16521953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21014417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt37836598
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt43441419
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt513444498
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt660585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SAVINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLUB ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SHARE CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRA ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5MONEY MARKETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6HSA ACCOUNTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1-43007
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AGENCY SECURITIES - OVER 1 YEAR
IRS990ScheduleD/OtherSecuritiesGrp/Desc1UNREALIZED GAIN/LOSS ON AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0596652
IRS990ScheduleD/TotalBookValueSecuritiesAmt05956993
IRS990ScheduleD/TotalLiabilityAmt067293222
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt015108
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1209381
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt22180
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt389323
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt45
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt55933
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt622
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt7303
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd5true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd6true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd7true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd8true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd9true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd12true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,510,519
Liabilities
$67,822,514
Net assets
$8,688,005
Revenue
$2,774,964
Expenses
$2,662,868
Net income
$112,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.2$80.2$12.0$4.54$4.00$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.3$78.8$11.4$3.88$3.40$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.8$82.9$11.0$3.73$2.90$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.2$83.0$10.1$3.18$2.62$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.9$77.3$9.56$3.14$2.80$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.1$65.9$9.23$3.30$3.08$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.1$67.1$8.99$3.14$2.85$0.28
2017Detailed filing. Detailed filing data is available for this year.$76.5$67.8$8.69$2.77$2.66$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$67.4$8.57$2.59$2.54$0.06
2015Detailed filing. Detailed filing data is available for this year.$73.7$65.4$8.37$2.50$2.35$0.16
2014Detailed filing. Detailed filing data is available for this year.$72.1$63.8$8.31$2.46$2.27$0.19
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$64.6$8.08$2.47$2.27$0.19
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.1$64.1$8.08$2.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.4$62.4$7.96$2.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.3$61.4$7.91$2.80