Civic Intelligence

First Trust Credit Union

990 • Fiscal year 2020 • EIN 35-1089892

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 18, 2021

Organization ProfileWWW.FIRSTTRUSTCU.COM

View Organization Page

950 E US Highway 20Michigan City, IN 46360

(219) 879-6161

Siviq Scores

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

Liabilities / Assets

48th percentile

0.90x

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

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

22.93x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$169,176

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-10%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$145,639,941

Up $25,078,405 (+21%) from 2019

Net Assets

Up

$15,135,001

Up $725,034 (+5.0%) from 2019

Liabilities

Up

$130,504,940

Up $24,353,371 (+23%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin61st percentile

Revenue

Down

$5,692,292

Down $667,349 (-10%) from 2019

Expenses

Up

$4,967,258

Up $282,124 (+6.0%) from 2019

Net Income

Down

$725,034

Down $949,473 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$200M$150M$100M$50M$0Assets 2010: $85,075,081Liabilities 2010: $76,800,971Net Assets 2010: $8,274,1102010Assets 2011: $86,808,877Liabilities 2011: $78,232,879Net Assets 2011: $8,575,9982011Assets 2012: $92,459,071Liabilities 2012: $83,705,868Net Assets 2012: $8,753,2032012Assets 2013: $93,819,907Liabilities 2013: $84,853,362Net Assets 2013: $8,966,5452013Assets 2014: $95,662,908Liabilities 2014: $86,038,428Net Assets 2014: $9,624,4802014Assets 2015: $101,058,542Liabilities 2015: $90,847,627Net Assets 2015: $10,210,9152015Assets 2016: $105,297,890Liabilities 2016: $94,421,301Net Assets 2016: $10,876,5892016Assets 2017: $109,845,845Liabilities 2017: $98,259,329Net Assets 2017: $11,586,5162017Assets 2018: $113,720,963Liabilities 2018: $100,985,503Net Assets 2018: $12,735,4602018Assets 2019: $120,561,536Liabilities 2019: $106,151,569Net Assets 2019: $14,409,9672019Assets 2020: $145,639,941Liabilities 2020: $130,504,940Net Assets 2020: $15,135,0012020Assets 2021: $164,833,432Liabilities 2021: $148,574,252Net Assets 2021: $16,259,1802021Assets 2022: $171,651,792Liabilities 2022: $154,111,751Net Assets 2022: $17,540,0412022Assets 2023: $160,830,490Liabilities 2023: $141,682,981Net Assets 2023: $19,147,5092023Assets 2024: $176,430,949Liabilities 2024: $154,965,850Net Assets 2024: $21,465,0992024

Highlighted filing

2020

Assets$145,639,941
Liabilities$130,504,940
Net Assets$15,135,001
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$10M$5.0M$0Expenses 2010: $5,578,8752010Expenses 2011: $4,913,6212011Expenses 2012: $4,742,1302012Revenue 2013: $4,860,515Expenses 2013: $4,647,173Net Income 2013: $213,3422013Revenue 2014: $4,989,492Expenses 2014: $4,331,557Net Income 2014: $657,9352014Revenue 2015: $4,937,760Expenses 2015: $4,351,325Net Income 2015: $586,4352015Revenue 2016: $4,963,392Expenses 2016: $4,297,718Net Income 2016: $665,6742016Revenue 2017: $5,001,001Expenses 2017: $4,291,074Net Income 2017: $709,9272017Revenue 2018: $5,604,639Expenses 2018: $4,455,695Net Income 2018: $1,148,9442018Revenue 2019: $6,359,641Expenses 2019: $4,685,134Net Income 2019: $1,674,5072019Revenue 2020: $5,692,292Expenses 2020: $4,967,258Net Income 2020: $725,0342020Revenue 2021: $5,720,255Expenses 2021: $4,596,075Net Income 2021: $1,124,1802021Revenue 2022: $6,159,987Expenses 2022: $4,879,126Net Income 2022: $1,280,8612022Revenue 2023: $7,024,551Expenses 2023: $5,398,512Net Income 2023: $1,626,0392023Revenue 2024: $8,677,754Expenses 2024: $6,360,165Net Income 2024: $2,317,5892024

Highlighted filing

2020

Revenue$5,692,292
Expenses$4,967,258
Net Income$725,034
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 18, 2021
Return Version
2020v4.0
Gross Receipts
$5,692,292
Mission and Program Overview

Mission

CREDIT UNION

The credit union anticipates and provides financial needs, wants, and goals for our member-owners, including various loans at reasonable rates and savings accounts with a good return.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$75,961,423$97,759,588▲ $21,798,165
Other Notes and Loans Receivable, Net$30,448,708$31,400,657▲ $951,949
Rtn Earn Endowment Incm Other Fnds$11,286,343$12,011,377▲ $725,034
Savings and Temporary Cash Investments$5,328,846$7,588,471▲ $2,259,625
Pd in Cap Srpls Land Bldg Eqp Fund$3,123,624$3,123,624→ $0
Land, Buildings, and Equipment, Net$2,444,502$2,315,492▼ $129,010
Cash and Non-Interest-Bearing Accounts$1,289,669$1,333,562▲ $43,893
Receivables From Officers Etc$228,106$220,508▼ $7,598
Prepaid Expenses and Deferred Charges$249,182$152,130▼ $97,052
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$120,561,536$145,639,941▲ $25,078,405
Other Assets Total$4,611,100$4,869,533▲ $258,433
Liabilities
Other Liabilities$105,988,959$130,314,077▲ $24,325,118
Accounts Payable and Accrued Expenses$162,610$190,863▲ $28,253
Total Liabilities$106,151,569$130,504,940▲ $24,353,371
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,409,967$15,135,001▲ $725,034
Total Liabilities and Net Assets / Fund Balance$120,561,536$145,639,941▲ $25,078,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,443,203$2,945,095$4,388,298
Equipment$245,444$1,098,820$1,344,264
Land$626,845-$626,845
Other Securities$50,000--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim KniolaCEOFT$169,176$169,176
Dan RajsicCFOFT$90,028$90,028

Board Members and Trustees

NameTitle
Bob TillemaChairman
James MinkTreasurer & Vice Chair
John HendersonBoard Member
Judy WrightBoard Member
Kathryn HarrowBoard Member
Pamela JenksBoard Member
Linda BechinskiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,816,161
Investment Income
$1,814,967
Other Revenue
$61,164
Change in Net Assets
$725,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,828,119
Salaries, Compensation, and Employee Benefits$2,139,139
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,664,607--$1,664,607
Advertising$375,111--$375,111
Interest$293,129--$293,129
Depreciation Depletion$278,538--$278,538
Occupancy$239,403--$239,403
Other Employee Benefits$239,224--$239,224
Office Expenses$183,557--$183,557
All Other Expenses$158,163--$158,163
Payroll Taxes$123,863--$123,863
Pension Plan Contributions$111,445--$111,445
Other Expenses$77,233--$77,233
Fees for Services Other$64,982--$64,982
Insurance$46,733--$46,733
Conferences and Meetings$20,608--$20,608
Total Functional Expenses$4,967,258$0$0$4,967,258
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$228,106$220,508▼ $7,598
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$130,305,925
Accrued Dividends$8,152
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

“Individuals and their families who live or work in laporte, porter, jasper, newton, or pulaski counties are eligible for membership.”

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

“Credit union members elect the board of directors at the credit union annual meeting.”

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

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

Form 990, Part VI, Section B, Line 15

“Compease is used to gather compensation comparatives from other similar institutions.”

Form 990, Part VI, Section C, Line 18

“The association makes organizing documents and recent form 990 available upon written request.”

Form 990, Part VI, Section C, Line 19

“The association makes organizing documents and recent form 990 available upon written request.”

Filing and Contact Details

Filer

Filer Name
First Trust Credit Union
EIN
35-1089892
Phone
2198796161
Address
950 E US HIGHWAY 20, MICHIGAN CITY, IN 46360

Signing Officer

Name
Kim Kniola
Title
CEO
Phone
2198796161
Signed
2021-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Kniola
Formed
1959
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
52
Volunteers
0

Preparer

Firm
Whitinger & Company LLC
Address
1100 W WHITE RIVER BLVD, MUNCIE, IN 47303-3776
Preparer
Terry D Brumley CPA
Phone
7652843384
Raw XML AppendixShowing 400 of 528 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/ProgramServiceRevenueGrp/Desc0FEES AND SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02067560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11718483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02097678
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11718483
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt030118
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02056892
IRS990/PYOtherExpensesAmt02543206
IRS990/PYOtherRevenueAmt0225966
IRS990/PYProgramServiceRevenueAmt04076783
IRS990/PYRevenuesLessExpensesAmt01674507
IRS990/PYSalariesCompEmpBnftPaidAmt02141928
IRS990/PYTotalExpensesAmt04685134
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06359641
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0228106
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0220508
IRS990/ReconcilationRevenueExpnssAmt0725034
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011286343
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012011377
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05328846
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07588471
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01443203
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02945095
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04388298
IRS990ScheduleD/EquipmentGrp/BookValueAmt0245444
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01098820
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01344264
IRS990ScheduleD/LandGrp/BookValueAmt0626845
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0626845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0130305925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED DIVIDENDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt097403564
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1136300
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt249724
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt360000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt460000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt550000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FEDERAL HOME LOAN BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PSCU CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CU ANSWERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4WESCO
IRS990ScheduleD/OtherSecuritiesGrp/Desc5EDOC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02315492
IRS990ScheduleD/TotalBookValueSecuritiesAmt097759588
IRS990ScheduleD/TotalLiabilityAmt0130314077
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0169176
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/PersonNm0KIM KNIOLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0A COMMITTEE OF THE BOARD USES COMPEASE TO GATHER COMPENSATION COMPARATIVES TO CREATE AN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt41140
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt50
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt654695
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt70
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt839321
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt980085
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1138300
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt126967
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/LoanPurposeTxt0LINE OF CREDIT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1LINE OF CREDIT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2HELOC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3HOME EQUITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt5LINE OF CREDIT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt6SPLIT DOLLAR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt7LINE OF CREDIT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt8SPLIT DOLLAR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt9MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt10AUTO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt11AUTO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt12UNSECURED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt225000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt375000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt488800
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt51000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt612152
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt7750

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$145,639,941
Liabilities
$130,504,940
Net assets
$15,135,001
Revenue
$5,692,292
Expenses
$4,967,258
Net income
$725,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$176$155$21.5$8.68$6.36$2.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$142$19.1$7.02$5.40$1.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$154$17.5$6.16$4.88$1.28
2021Detailed filing. Detailed filing data is available for this year.$165$149$16.3$5.72$4.60$1.12
2020Detailed filing. Detailed filing data is available for this year.$146$131$15.1$5.69$4.97$0.73
2019Detailed filing. Detailed filing data is available for this year.$121$106$14.4$6.36$4.69$1.67
2018Detailed filing. Detailed filing data is available for this year.$114$101$12.7$5.60$4.46$1.15
2017Detailed filing. Detailed filing data is available for this year.$110$98.3$11.6$5.00$4.29$0.71
2016Detailed filing. Detailed filing data is available for this year.$105$94.4$10.9$4.96$4.30$0.67
2015Detailed filing. Detailed filing data is available for this year.$101$90.8$10.2$4.94$4.35$0.59
2014Detailed filing. Detailed filing data is available for this year.$95.7$86.0$9.62$4.99$4.33$0.66
2013Detailed filing. Detailed filing data is available for this year.$93.8$84.9$8.97$4.86$4.65$0.21
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.5$83.7$8.75$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.8$78.2$8.58$4.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.1$76.8$8.27$5.58