Civic Intelligence

Harvester Financial Credit Union

EIN 35-0980585 • 501(c)14 • Indianapolis, IN

Profile

Cooperative financial institution providing savings and loan products to members

7020 Brookville RoadIndianapolis, IN 46239

www.harvesterfcu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.90x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

15.45x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Net Margin

30th percentile

5.6%

Higher net margin than 30% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$152,232

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Asset Growth

22nd percentile

-2.2%

Faster asset growth than 22% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

29%

Faster revenue growth than 95% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Down

$82,542,900

Down $1,853,391 (-2.2%) from 2023

Liabilities

Down

$74,029,588

Down $2,631,733 (-3.4%) from 2023

Net Assets

Up

$8,513,312

Up $778,342 (+10%) from 2023

Revenue

Up

$4,790,228

Up $1,072,053 (+29%) from 2023

Expenses

Up

$4,520,586

Up $855,991 (+23%) from 2023

Net Income

Up

$269,642

Up $216,062 (+403%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $50,311,976Liabilities 2011: $245,408Net Assets 2011: $50,066,5682011Assets 2013: $53,247,874Liabilities 2013: $48,513,989Net Assets 2013: $4,733,8852013Assets 2014: $51,681,810Liabilities 2014: $46,877,399Net Assets 2014: $4,804,4112014Assets 2015: $52,146,432Liabilities 2015: $47,325,406Net Assets 2015: $4,821,0262015Assets 2016: $51,772,830Liabilities 2016: $46,896,678Net Assets 2016: $4,876,1522016Assets 2018: $52,464,109Liabilities 2018: $47,380,196Net Assets 2018: $5,083,9132018Assets 2019: $55,033,832Liabilities 2019: $49,825,494Net Assets 2019: $5,208,3382019Assets 2020: $64,927,312Liabilities 2020: $59,588,057Net Assets 2020: $5,339,2552020Assets 2021: $72,826,750Liabilities 2021: $66,934,756Net Assets 2021: $5,891,9942021Assets 2022: $73,179,806Liabilities 2022: $66,953,914Net Assets 2022: $6,225,8922022Assets 2023: $84,396,291Liabilities 2023: $76,661,321Net Assets 2023: $7,734,9702023Assets 2024: $82,542,900Liabilities 2024: $74,029,588Net Assets 2024: $8,513,3122024

Highlighted filing

2024

Assets$82,542,900
Liabilities$74,029,588
Net Assets$8,513,312

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2011: $2,869,4002011Revenue 2013: $2,431,788Expenses 2013: $2,334,957Net Income 2013: $96,8312013Revenue 2014: $2,396,546Expenses 2014: $2,326,020Net Income 2014: $70,5262014Revenue 2015: $2,350,993Expenses 2015: $2,334,378Net Income 2015: $16,6152015Revenue 2016: $2,399,536Expenses 2016: $2,344,410Net Income 2016: $55,1262016Revenue 2018: $2,806,912Expenses 2018: $2,690,489Net Income 2018: $116,4232018Revenue 2019: $2,964,412Expenses 2019: $2,836,140Net Income 2019: $128,2722019Revenue 2020: $2,878,118Expenses 2020: $2,747,201Net Income 2020: $130,9172020Revenue 2021: $3,305,894Expenses 2021: $2,753,155Net Income 2021: $552,7392021Revenue 2022: $3,244,833Expenses 2022: $2,910,935Net Income 2022: $333,8982022Revenue 2023: $3,718,175Expenses 2023: $3,664,595Net Income 2023: $53,5802023Revenue 2024: $4,790,228Expenses 2024: $4,520,586Net Income 2024: $269,6422024

Highlighted filing

2024

Revenue$4,790,228
Expenses$4,520,586
Net Income$269,642

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.5$74.0$8.51$4.79$4.52$0.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.4$76.7$7.73$3.72$3.66$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.2$67.0$6.23$3.24$2.91$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.8$66.9$5.89$3.31$2.75$0.55
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.9$59.6$5.34$2.88$2.75$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$49.8$5.21$2.96$2.84$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$47.4$5.08$2.81$2.69$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$46.9$4.88$2.40$2.34$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.1$47.3$4.82$2.35$2.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$51.7$46.9$4.80$2.40$2.33$0.07
2013Detailed filing. Detailed filing data is available for this year.$53.2$48.5$4.73$2.43$2.33$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.3$0.25$50.1$2.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$4,790,228
Mission and Program Overview

Mission

Cooperative financial institution providing savings and loan products to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$42,874,775$40,248,220▼ $2,626,555
Investments Other Securities$33,790,566$22,904,676▼ $10,885,890
Savings and Temporary Cash Investments$789,723$12,468,700▲ $11,678,977
Rtn Earn Endowment Incm Other Fnds$4,407,983$4,948,470▲ $540,487
Pd in Cap Srpls Land Bldg Eqp Fund$3,326,987$3,564,842▲ $237,855
Land, Buildings, and Equipment, Net$1,653,055$1,831,650▲ $178,595
Cash and Non-Interest-Bearing Accounts$1,502,135$1,039,895▼ $462,240
Prepaid Expenses and Deferred Charges$428,663$280,081▼ $148,582
Accounts Receivable$2,922$6,190▲ $3,268
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$84,396,291$82,542,900▼ $1,853,391
Other Assets Total$3,354,452$3,763,488▲ $409,036
Liabilities
Other Liabilities$75,969,148$73,539,904▼ $2,429,244
Accounts Payable and Accrued Expenses$692,173$489,684▼ $202,489
Total Liabilities$76,661,321$74,029,588▼ $2,631,733
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,734,970$8,513,312▲ $778,342
Total Liabilities and Net Assets / Fund Balance$84,396,291$82,542,900▼ $1,853,391

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,057,879$912,430$1,970,309
Equipment$198,036$1,107,091$1,305,127
Land$575,735-$575,735
Other Securities$177,503--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jason FordPresident & CEOFT$152,232$152,232
Elizabeth OlsonCOOFT$88,175$88,175
Jerry WaltersChairman-$825$825

Board Members and Trustees

NameTitle
Deidra DunaginVice Chair
Mike MetcalfDirector
Steve BennettDirector
Teresa CollierSecretary
Rod CannonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,737,833
Investment Income
$1,039,448
Other Revenue
$12,947
Change in Net Assets
$269,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,696,302
Salaries, Compensation, and Employee Benefits$1,824,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,365,489--$1,365,489
Other Expenses$293,412--$293,412
Other Employee Benefits$286,619--$286,619
Fees for Services Other$252,843--$252,843
Interest$232,043--$232,043
All Other Expenses$225,077--$225,077
Occupancy$125,430--$125,430
Depreciation Depletion$109,945--$109,945
Payroll Taxes$107,785--$107,785
Advertising$99,926--$99,926
Pension Plan Contributions$64,391--$64,391
Insurance$34,954--$34,954
Conferences and Meetings$29,948--$29,948
Total Functional Expenses$4,520,586$0$0$4,520,586
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
Member Deposits$73,537,010
Dividends Payable$2,894
Governance and Compliance

Governance Checklist

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

Anyone who lives, works, worships, attends school, or volunteers in marion county, indiana can become a member of harvester financial credit union.

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

Members of board are voted on at the annual meeting.

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

A completed form 990 is reviewed by the ceo and cfo prior to submitting to the internal revenue service.

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

Inquiries and monitoring of accounts.

Form 990, Part VI, Section B, Line 15

Utilize state trade association compensation surveys.

Form 990, Part VI, Section C, Line 18

The credit union makes organizing documents and recent form 990 available upon written request.

Form 990, Part VI, Section C, Line 19

The credit union makes organizing documents and recent form 990 available upon written request.

Filing and Contact Details

Filer

Filer Name
Harvester Financial Credit Union
EIN
35-0980585
Phone
3173520455
Address
7020 BROOKVILLE ROAD, INDIANAPOLIS, IN 46239

Signing Officer

Name
Jason Ford
Title
CEO
Phone
3176520455
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Ford
Formed
1954
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
34
Volunteers
0

Preparer

Firm
Whitinger & Company LLC
Address
1100 W WHITE RIVER BLVD, MUNCIE, IN 47303-3776
Preparer
Terry D Brumley CPA
Phone
7652843384
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Equity acquired in merger 508,700.

Raw XML AppendixShowing 400 of 531 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/BOYAmt0692173
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0489684
IRS990/AccountsReceivableGrp/BOYAmt02922
IRS990/AccountsReceivableGrp/EOYAmt06190
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COOPERATIVE FINANCIAL INSTITUTION PROVIDING SAVINGS AND LOAN PRODUCTS TO MEMBERS
IRS990/AdvertisingGrp/ProgramServicesAmt099926
IRS990/AdvertisingGrp/TotalAmt099926
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0225077
IRS990/AllOtherExpensesGrp/TotalAmt0225077
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03173520455
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07020 BROOKVILLE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046239
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01502135
IRS990/CashNonInterestBearingGrp/EOYAmt01039895
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt029948
IRS990/ConferencesMeetingsGrp/TotalAmt029948
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01039448
IRS990/CYOtherExpensesAmt02696302
IRS990/CYOtherRevenueAmt012947
IRS990/CYProgramServiceRevenueAmt03737833
IRS990/CYRevenuesLessExpensesAmt0269642
IRS990/CYSalariesCompEmpBnftPaidAmt01824284
IRS990/CYTotalExpensesAmt04520586
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04790228
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0109945
IRS990/DepreciationDepletionGrp/TotalAmt0109945
IRS990/Desc0LOAN AND SHARE PRODUCTS TO APPROXIMATELY 7,500 MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt04520586
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0252843
IRS990/FeesForServicesOtherGrp/TotalAmt0252843
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
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/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm1DEIDRA DUNAGIN
IRS990/Form990PartVIISectionAGrp/PersonNm2TERESA COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm3ROD CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm4ROD CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE METCALF
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON FORD
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH OLSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7152232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt888175
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04790228
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt034954
IRS990/InsuranceGrp/TotalAmt034954
IRS990/InterestGrp/ProgramServicesAmt0232043
IRS990/InterestGrp/TotalAmt0232043
IRS990/InvestmentIncomeGrp/ExclusionAmt01039448
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01039448
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt033790566
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt022904676
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02019521
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01653055
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01831650
IRS990/LandBldgEquipCostOrOtherBssAmt03851171
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COOPERATIVE FINANCIAL INSTITUTION PROVIDING SAVINGS AND LOAN PRODUCTS TO MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07734970
IRS990/NetAssetsOrFundBalancesEOYAmt08513312
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0125430
IRS990/OccupancyGrp/TotalAmt0125430
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03354452
IRS990/OtherAssetsTotalGrp/EOYAmt03763488
IRS990/OtherChangesInNetAssetsAmt0508700
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0286619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0286619
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1SHARE EXPENSES
IRS990/OtherExpensesGrp/Desc2OPERATION EXPENSES
IRS990/OtherExpensesGrp/Desc3LOAN LOSS PROVISIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0506857
IRS990/OtherExpensesGrp/ProgramServicesAmt1399300
IRS990/OtherExpensesGrp/ProgramServicesAmt2386567
IRS990/OtherExpensesGrp/ProgramServicesAmt3293412
IRS990/OtherExpensesGrp/TotalAmt0506857
IRS990/OtherExpensesGrp/TotalAmt1399300
IRS990/OtherExpensesGrp/TotalAmt2386567
IRS990/OtherExpensesGrp/TotalAmt3293412
IRS990/OtherLiabilitiesGrp/BOYAmt075969148
IRS990/OtherLiabilitiesGrp/EOYAmt073539904
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0PATRONAGE
IRS990/OtherRevenueMiscGrp/ExclusionAmt012947
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012947
IRS990/OtherRevenueTotalAmt012947
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01365489
IRS990/OtherSalariesAndWagesGrp/TotalAmt01365489
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt042874775
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt040248220
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0107785
IRS990/PayrollTaxesGrp/TotalAmt0107785
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt03326987
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt03564842
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt064391
IRS990/PensionPlanContributionsGrp/TotalAmt064391
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0428663
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0280081
IRS990/PrincipalOfficerNm0JASON FORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1INTERCHANGE AND OTHER
IRS990/ProgramServiceRevenueGrp/Desc2FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02666611
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1802998
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2268224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02666611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1802998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2268224
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0666459
IRS990/PYOtherExpensesAmt02199337
IRS990/PYOtherRevenueAmt0216074
IRS990/PYProgramServiceRevenueAmt02835642
IRS990/PYRevenuesLessExpensesAmt053580
IRS990/PYSalariesCompEmpBnftPaidAmt01465258
IRS990/PYTotalExpensesAmt03664595
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03718175
IRS990/ReconcilationRevenueExpnssAmt0269642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04407983
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04948470
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0789723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012468700
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01057879
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0912430
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01970309
IRS990ScheduleD/EquipmentGrp/BookValueAmt0198036
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01107091
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01305127
IRS990ScheduleD/LandGrp/BookValueAmt0575735
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0575735
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt173537010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DIVIDENDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEMBER DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02477432
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt120105860
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2143881
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3177503
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OTHER
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE CREDIT UNION
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FEDERAL HOME LOAN BANK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01831650
IRS990ScheduleD/TotalBookValueSecuritiesAmt022904676
IRS990ScheduleD/TotalLiabilityAmt073539904
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JASON FORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2212681
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt39775
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt435759
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt50
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt645975
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt722116
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt820825
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt972886
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt102429
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt112116
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt120
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd51
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd61
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd71
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd81
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd91
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd101
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd111
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd121
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd40
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd50
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd60
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd70
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd80
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd90
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd110
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd120
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd5X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd6X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd7X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd8X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd9X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd10X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd11X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd12X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CREDIT CARD LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1CREDIT CARD LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3CREDIT CARD LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4HOME EQUITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt5AUTO LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt6HOME EQUITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt7AUTO LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt8UNSECURED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt9MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt10AUTO LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt11UNSECURED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt12CREDIT CARD LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2236000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt310000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt4120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt510000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt681201
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt733556
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt828234
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt979500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1020938
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt117200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt126000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JERRY WALTERS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)14 • $50M-$100M nonprofits