Civic Intelligence

Members Source Credit Union

990 • Fiscal year 2020 • EIN 35-0873966

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

Organization Profilewww.ms-cu.com

View Organization Page

8580 Virginia StreetMerrillville, IN 46410

(219) 765-4141

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.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

24.62x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Net Margin

56th percentile

11%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$148,714

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Asset Growth

54th percentile

16%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-4.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$86,872,886

Up $11,727,250 (+16%) from 2019

Net Assets

Up

$9,564,721

Up $336,707 (+3.6%) from 2019

Liabilities

Up

$77,308,165

Up $11,390,543 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin56th percentile

Revenue

Down

$3,139,766

Down $155,586 (-4.7%) from 2019

Expenses

Down

$2,803,729

Down $278,694 (-9.0%) from 2019

Net Income

Up

$336,037

Up $123,108 (+58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$86,872,886
Liabilities$77,308,165
Net Assets$9,564,721
Open 2020 Filing

Operations Trend

Revenue Growth44th 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

2020

Revenue$3,139,766
Expenses$2,803,729
Net Income$336,037
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Gross Receipts
$3,139,766
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$36,919,899$42,092,957▲ $5,173,058
Other Notes and Loans Receivable, Net$33,273,146$37,734,506▲ $4,461,360
Rtn Earn Endowment Incm Other Fnds$9,228,014$9,564,721▲ $336,707
Investments Other Securities$1,249,600$3,486,102▲ $2,236,502
Prepaid Expenses and Deferred Charges$1,743,627$1,757,201▲ $13,574
Land, Buildings, and Equipment, Net$478,954$458,102▼ $20,852
Cash and Non-Interest-Bearing Accounts$348,434$431,584▲ $83,150
Receivables From Officers Etc$287,841--
Intangible Assets$4,716--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$75,145,636$86,872,886▲ $11,727,250
Other Assets Total$839,419$912,434▲ $73,015
Liabilities
Other Liabilities$65,435,528$76,875,142▲ $11,439,614
Accounts Payable and Accrued Expenses$482,094$433,023▼ $49,071
Total Liabilities$65,917,622$77,308,165▲ $11,390,543
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,228,014$9,564,721▲ $336,707
Total Liabilities and Net Assets / Fund Balance$75,145,636$86,872,886▲ $11,727,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$266,136$558,027$824,163
Equipment$80,049$176,417$256,466
Land$111,917-$111,917
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott SheltonCEOFT$128,110$20,604$148,714

Board Members and Trustees

NameTitle
Jeff PerzChairman
Barry WeissVice Chairman
Anna OrtegaDirector
Donald BowmanDirector
Mitch HershbergerDirector
Patricia GyureDirector
Ronald HarperDirector
Cecelia LarguaraSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,350,900
Investment Income
$788,866
Other Revenue
$0
Change in Net Assets
$336,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,405,147
Other Expenses$1,398,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$988,379--$988,379
All Other Expenses$251,830--$251,830
Fees for Services Other$233,424--$233,424
Interest$203,571--$203,571
Current Officers, Directors, Trustees, and Key Employees$148,714--$148,714
Occupancy$121,042--$121,042
Other Employee Benefits$103,207--$103,207
Office Expenses$90,543--$90,543
Pension Plan Contributions$84,081--$84,081
Payroll Taxes$80,766--$80,766
Depreciation Depletion$71,768--$71,768
Advertising$40,826--$40,826
Insurance$36,763--$36,763
Information Technology$22,662--$22,662
Other Expenses$15,437--$15,437
Travel$5,770--$5,770
Fees for Service Investment Mgmnt Fees$3,634--$3,634
Conferences and Meetings$163--$163
Total Functional Expenses$2,803,729$0$0$2,803,729
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
Receivables from Officers, Directors, Trustees, and Key Employees$287,841--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member shares$76,875,142
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

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

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

“Members elect the Board of Directors at their annual meeting.”

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

“The form 990 is provided via discussion at a Board meeting.”

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

“A conflict of interest statement is included with the Oath of Officers which is signed by all volunteers annually.”

Form 990, Part VI, Section B, line 15

“Credit Union uses CUNA trade salary survey for the executive salaries and reviews management recommendations for other increases.”

Form 990, Part VI, Section C, line 19

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Members Source Credit Union
EIN
35-0873966
Phone
2197654141
Address
8580 Virginia Street, Merrillville, IN 46410

Signing Officer

Name
Scott Shelton
Title
CEO
Phone
2197654141
Signed
2021-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Shelton
Formed
1935
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
29
Volunteers
12

Preparer

Firm
Desmond & Ahern Ltd
Address
10827 S Western Avenue, Chicago, IL 60643
Preparer
David J Rambo CPA
Phone
7737794720
Raw XML Appendix394 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0433023
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IRS990/AdvertisingGrp/ProgramServicesAmt040826
IRS990/AdvertisingGrp/TotalAmt040826
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IRS990/AllOtherExpensesGrp/TotalAmt0251830
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sue Falcone
IRS990/BooksInCareOfDetail/PhoneNum02197564141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08580 Virginia Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Merrillville
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm3Donald Bowman
IRS990/Form990PartVIISectionAGrp/PersonNm4Patricia Gyure
IRS990/Form990PartVIISectionAGrp/PersonNm5Ronald Harper
IRS990/Form990PartVIISectionAGrp/PersonNm6Mitch Hershberger
IRS990/Form990PartVIISectionAGrp/PersonNm7Anna Ortega
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Shelton
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/OtherExpensesGrp/Desc2Other operating expense
IRS990/OtherExpensesGrp/Desc3Association dues
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IRS990/PartialLiquidationInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0Interest income on loa
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous operatin
IRS990/ProgramServiceRevenueGrp/Desc2Fee income
IRS990/ProgramServiceRevenueGrp/Desc3Other non-operating in
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01638640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1369747
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2296916
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt345597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01638640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1369747
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2296916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt345597
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0864375
IRS990/PYOtherExpensesAmt01735290
IRS990/PYOtherRevenueAmt0816259
IRS990/PYProgramServiceRevenueAmt01614718
IRS990/PYRevenuesLessExpensesAmt0212929
IRS990/PYSalariesCompEmpBnftPaidAmt01347133
IRS990/PYTotalExpensesAmt03082423
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03295352
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0287841
IRS990/ReconcilationRevenueExpnssAmt0336037
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09228014
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09564721
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036919899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042092957
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0266136
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0558027
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0824163
IRS990ScheduleD/EquipmentGrp/BookValueAmt080049
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0176417
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0256466
IRS990ScheduleD/LandGrp/BookValueAmt0111917
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0111917
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076875142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member shares
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0458102
IRS990ScheduleD/TotalLiabilityAmt076875142
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each member of the Credit Union that maintains the minimum balance in their account is a shareholder.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect the Board of Directors at their annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The form 990 is provided via discussion at a Board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A conflict of interest statement is included with the Oath of Officers which is signed by all volunteers annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Union uses CUNA trade salary survey for the executive salaries and reviews management recommendations for other increases.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon written 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 B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 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/TotalAssetsBOYAmt075145636
IRS990/TotalAssetsEOYAmt086872886
IRS990/TotalAssetsGrp/BOYAmt075145636
IRS990/TotalAssetsGrp/EOYAmt086872886
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02803729
IRS990/TotalFunctionalExpensesGrp/TotalAmt02803729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065917622
IRS990/TotalLiabilitiesEOYAmt077308165
IRS990/TotalLiabilitiesGrp/BOYAmt065917622
IRS990/TotalLiabilitiesGrp/EOYAmt077308165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09228014
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09564721
IRS990/TotalOtherCompensationAmt020604
IRS990/TotalProgramServiceExpensesAmt02803729
IRS990/TotalProgramServiceRevenueAmt02350900
IRS990/TotalReportableCompFromOrgAmt0128110
IRS990/TotalRevenueGrp/ExclusionAmt0788866
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02350900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03139766
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt075145636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt086872886
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05770
IRS990/TravelGrp/TotalAmt05770
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08580 Virginia Street
IRS990/USAddress/CityNm0Merrillville
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046410
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.ms-cu.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Shelton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02197654141
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Members Source Credit Union
ReturnHeader/Filer/BusinessNameControlTxt0MEMB
ReturnHeader/Filer/EIN0350873966
ReturnHeader/Filer/PhoneNum02197654141
ReturnHeader/Filer/USAddress/AddressLine1Txt08580 Virginia Street
ReturnHeader/Filer/USAddress/CityNm0Merrillville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363321958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desmond & Ahern Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010827 S Western Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060643
ReturnHeader/PreparerPersonGrp/PhoneNum07737794720
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Rambo CPA
ReturnHeader/ReturnTs02021-06-29T08:59:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shelton
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,872,886
Liabilities
$77,308,165
Net assets
$9,564,721
Revenue
$3,139,766
Expenses
$2,803,729
Net income
$336,037
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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