Civic Intelligence

Iba Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1855863

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileN/A
6925 Parkdale PlaceIndianapolis, IN 46254-4673

(317) 387-9380

Siviq Scores

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

Liabilities / Assets

57th percentile

0.26x

Higher debt load relative to assets than 57% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.35x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$356,792

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

96th percentile

88%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

43%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,261,338

Up $3,876,241 (+88%) from 2014

Net Assets

Up

$6,140,567

Up $3,634,170 (+145%) from 2014

Liabilities

Up

$2,120,771

Up $242,071 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin93rd percentile

Revenue

Up

$6,061,807

Up $1,835,950 (+43%) from 2014

Expenses

Up

$2,427,637

Up $58,645 (+2.5%) from 2014

Net Income

Up

$3,634,170

Up $1,777,305 (+96%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $1,484,988Liabilities 2010: $1,977,149Net Assets 2010: -$492,1612010Assets 2011: $1,310,661Liabilities 2011: $1,788,161Net Assets 2011: -$477,5002011Assets 2012: $1,296,452Liabilities 2012: $1,790,009Net Assets 2012: -$493,5572012Assets 2013: $2,449,905Liabilities 2013: $1,800,373Net Assets 2013: $649,5322013Assets 2014: $4,385,097Liabilities 2014: $1,878,700Net Assets 2014: $2,506,3972014Assets 2015: $8,261,338Liabilities 2015: $2,120,771Net Assets 2015: $6,140,5672015Assets 2016: $8,962,460Liabilities 2016: $2,123,915Net Assets 2016: $6,838,5452016Assets 2017: $10,695,193Liabilities 2017: $1,570,515Net Assets 2017: $9,124,6782017Assets 2018: $9,554,038Liabilities 2018: $777,243Net Assets 2018: $8,776,7952018Assets 2019: $11,596,743Liabilities 2019: $884,594Net Assets 2019: $10,712,1492019Assets 2020: $12,440,961Liabilities 2020: $1,408,779Net Assets 2020: $11,032,1822020Assets 2021: $14,001,613Liabilities 2021: $1,256,371Net Assets 2021: $12,745,2422021Assets 2022: $13,140,684Liabilities 2022: $1,778,734Net Assets 2022: $11,361,9502022Assets 2023: $13,765,191Liabilities 2023: $1,955,078Net Assets 2023: $11,810,1132023Assets 2024: $14,970,796Liabilities 2024: $2,205,085Net Assets 2024: $12,765,7112024

Highlighted filing

2015

Assets$8,261,338
Liabilities$2,120,771
Net Assets$6,140,567
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,722,1102010Expenses 2011: $1,875,7742011Expenses 2012: $2,045,0422012Revenue 2013: $3,407,576Expenses 2013: $2,262,129Net Income 2013: $1,145,4472013Revenue 2014: $4,225,857Expenses 2014: $2,368,992Net Income 2014: $1,856,8652014Revenue 2015: $6,061,807Expenses 2015: $2,427,637Net Income 2015: $3,634,1702015Revenue 2016: $3,511,100Expenses 2016: $2,813,122Net Income 2016: $697,9782016Revenue 2017: $4,687,609Expenses 2017: $2,401,476Net Income 2017: $2,286,1332017Revenue 2018: $2,145,040Expenses 2018: $2,492,923Net Income 2018: -$347,8832018Revenue 2019: $4,506,798Expenses 2019: $2,571,444Net Income 2019: $1,935,3542019Revenue 2020: $2,236,680Expenses 2020: $1,916,647Net Income 2020: $320,0332020Revenue 2021: $2,847,389Expenses 2021: $2,398,936Net Income 2021: $448,4532021Revenue 2022: $2,809,142Expenses 2022: $2,801,723Net Income 2022: $7,4192022Revenue 2023: $2,947,924Expenses 2023: $2,902,756Net Income 2023: $45,1682023Revenue 2024: $3,822,500Expenses 2024: $3,064,651Net Income 2024: $757,8492024

Highlighted filing

2015

Revenue$6,061,807
Expenses$2,427,637
Net Income$3,634,170
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$6,061,807
Mission and Program Overview

Mission

To provide education programs and services to the members of the banking industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,146,071$1,097,013▼ $49,058
Accounts Receivable$83,038$92,114▲ $9,076
Cash and Non-Interest-Bearing Accounts$8,106$91,355▲ $83,249
Prepaid Expenses and Deferred Charges$11,930$27,909▲ $15,979
Total Assets$4,385,097$8,261,338▲ $3,876,241
Other Assets Total$3,135,952$6,952,947▲ $3,816,995
Liabilities
Other Liabilities$1,721,788$1,883,588▲ $161,800
Deferred Revenue$124,497$158,814▲ $34,317
Accounts Payable and Accrued Expenses$32,415$78,369▲ $45,954
Total Liabilities$1,878,700$2,120,771▲ $242,071
Net Assets / Fund Balance
Unrestricted Net Assets$2,506,397$6,140,567▲ $3,634,170
Total Net Assets Fund Balance$2,506,397$6,140,567▲ $3,634,170
Total Liabilities and Net Assets / Fund Balance$4,385,097$8,261,338▲ $3,876,241

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$812,509$349,774$1,162,283
Land$282,300-$282,300
Other Land Buildings$2,204$162,353$164,557
Other Assets Org$6,952,947--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie ReesEmployeeFT$95,950$26,563$122,513
S Joe DehavenAssistant TreasurerPT$72,000$9,080$81,080
Paul W FreemanSecretaryPT$56,000$11,920$67,920

Board Members and Trustees

NameTitle
Michael H HeadPresident
Annette M RussellFirst Vice President
Clay W EwingSecond Vice President / Tr
Amber VantilEmployee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,323,598
Investment Income
$3,721,395
Other Revenue
$16,814
Change in Net Assets
$3,634,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,799,147
Salaries, Compensation, and Employee Benefits$628,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$494,669--$494,669
Other Salaries and Wages$327,715$28,496-$356,211
Office Expenses$110,690$41,840-$152,530
Current Officers, Directors, Trustees, and Key Employees$117,884$31,116-$149,000
Depreciation Depletion$80,708$14,243-$94,951
Other Employee Benefits$87,757$5,201-$92,958
Interest-$73,500-$73,500
Payroll Taxes$27,895$2,426-$30,321
Occupancy$21,186$2,812-$23,998
Fees for Services Accounting-$22,250-$22,250
Travel$14,236--$14,236
Fees for Services Other-$11,124-$11,124
Fees for Services Legal-$7,318-$7,318
Insurance$3,696--$3,696
Other Expenses$2,638$0-$2,638
Total Functional Expenses$2,187,311$240,326$0$2,427,637
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance From Indiana Bankers Association$1,785,488
Liabilities From Investment in Nmtc Partnerships$98,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“From time to time, board members of the organization may have transactions with other board members in the course of their regular business activities. These business transactions do not involve the organization in any way.”

Form 990, Part VI, Section A, Line 6

“The foundation is comprised of members from various banks in the state of indiana.”

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

“The foundation's members elect the board of directors.”

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

“Members of the foundation elect the board of directors and/or hold office on the board of directors. The board is in charge of electing officers/key employees of the foundation.”

Form 990, Part VI, Section B, Line 11

“The 990 return will be sent to all members of the board and then reviewed and authorized by the president of the board prior to submission to the irs.”

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

“The foundation's board requests that all conflicts of interest are updated to the board on a regular basis.”

Form 990, Part VI, Section B, Line 15

“Initial compensation and changes in compensation are reviewed and approved by the foundation's board.”

Form 990, Part VI, Section C, Line 18

“Information is available upon request to indiana bankers association foundation, 6925 parkdale place, indianapolis, in 46254-4673 or calling (317)387-9380.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy and financial statements can be made available upon request to indiana bankers association foundation, 6925 parkdale place, indianapolis, in 46254-4673 or calling (317)387-9380.”

Filing and Contact Details

Filer

Filer Name
Iba Foundation Inc
EIN
35-1855863
Phone
3173879380
Address
6925 PARKDALE PLACE, INDIANAPOLIS, IN 46254-4673

Signing Officer

Name
Paul Freeman
Title
Secretary
Phone
3173879380
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
S Joe Dehaven
Formed
1992
Legal Domicile
In
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
175

Preparer

Firm
Cliftonlarsonallen Llp
Address
ONE SEAGATE SUITE 2650, TOLEDO, OH 43604-1558
Preparer
Roderick J Maclachlan
Phone
4192443711
Raw XML AppendixShowing 400 of 658 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/PayrollTaxesGrp/ProgramServicesAmt027895
IRS990/PayrollTaxesGrp/TotalAmt030321
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011930
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027909
IRS990/PrincipalOfficerNm0S JOE DEHAVEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STATE AIB REG/FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02004898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1286701
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt231999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02004898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1286701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt231999
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01943932
IRS990/PYOtherExpensesAmt01801499
IRS990/PYOtherRevenueAmt01138
IRS990/PYProgramServiceRevenueAmt02280787
IRS990/PYRevenuesLessExpensesAmt01856865
IRS990/PYSalariesCompEmpBnftPaidAmt0567493
IRS990/PYTotalExpensesAmt02368992
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04225857
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03634170
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02323598
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01943932
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01191878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03136230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02323598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02280787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02213411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02025608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01887249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010730653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01943932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01191878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03136230
IRS990ScheduleA/InvestmentIncomeCYPct00.22570
IRS990ScheduleA/InvestmentIncomePYPct00.23630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016814
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01138
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02287
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03377
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02766
IRS990ScheduleA/OtherIncome509Grp/TotalAmt026382
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77240
IRS990ScheduleA/PublicSupportPY509Pct00.76280
IRS990ScheduleA/PublicSupportTotal509Amt010730653
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02323598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02280787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02213411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02025608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01887249
IRS990ScheduleA/Total509Grp/TotalAmt010730653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02340412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04225857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03407576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02028985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01890435
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013893265
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0812509
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0349774
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01162283
IRS990ScheduleD/LandGrp/BookValueAmt0282300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0282300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06952947
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN NMTC PARTNERSHIPS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02204
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0162353
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0164557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01785488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt198100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCE FROM INDIANA BANKERS ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITIES FROM INVESTMENT IN NMTC PARTNERSHIPS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01097013
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06952947
IRS990ScheduleD/TotalLiabilityAmt01883588
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd01
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt072000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt156000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0228000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1104000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2165650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt13612
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012084
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt210341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt15227
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt220188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt13081
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt116149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2599
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0S JOE DEHAVEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PAUL W FREEMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2AMBER VANTIL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt081080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt167920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0275712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1136566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2196778
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0S. JOE DEHAVEN - ENTITLED TO 10% OF THE NET EQUITY RESIDUAL AFTER TAX POOL OF FUNDS, IF ANY, CREATED FROM TIME TO TIME BY THE ORIGINAL NEW MARKET TAX CREDIT ALLOCATION AGREEMENT SIGNED ON OCTOBER 6, 2004 BETWEEN CDI AND THE UNITED STATES DEPARTMENT OF TREASURY. AMOUNT OF COMPENSATION NOT YET DETERMINED. THERE IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR THE BENEFIT OF THE CURRENT PRESIDENT OF THE ORGANIZATION. THE AGREEMENT ALLOWS FOR ANNUAL CONTRIBUTIONS TO BE MADE BY THE ORGANIZATION FOR THE BENEFIT OF THE PARTICIPANT AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE AMOUNTS CONTRIBUTED AND EARNINGS THEREON ARE HELD IN AN INTEREST BEARING BANK ACCOUNT BY THE ORGANIZATION UNTIL SUCH TIME THAT DISTRIBUTION REQUIREMENTS HAVE BEEN MET.

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,261,338
Liabilities
$2,120,771
Net assets
$6,140,567
Revenue
$6,061,807
Expenses
$2,427,637
Net income
$3,634,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$2.21$12.8$3.82$3.06$0.76
2023Detailed filing. Detailed filing data is available for this year.$13.8$1.96$11.8$2.95$2.90$0.05
2022Detailed filing. Detailed filing data is available for this year.$13.1$1.78$11.4$2.81$2.80$0.01
2021Detailed filing. Detailed filing data is available for this year.$14.0$1.26$12.7$2.85$2.40$0.45
2020Detailed filing. Detailed filing data is available for this year.$12.4$1.41$11.0$2.24$1.92$0.32
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.88$10.7$4.51$2.57$1.94
2018Detailed filing. Detailed filing data is available for this year.$9.55$0.78$8.78$2.15$2.49$0.35
2017Detailed filing. Detailed filing data is available for this year.$10.7$1.57$9.12$4.69$2.40$2.29
2016Detailed filing. Detailed filing data is available for this year.$8.96$2.12$6.84$3.51$2.81$0.70
2015Detailed filing. Detailed filing data is available for this year.$8.26$2.12$6.14$6.06$2.43$3.63
2014Detailed filing. Detailed filing data is available for this year.$4.39$1.88$2.51$4.23$2.37$1.86
2013Detailed filing. Detailed filing data is available for this year.$2.45$1.80$0.65$3.41$2.26$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.79$0.49$2.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.79$0.48$1.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.98$0.49$1.72