Civic Intelligence

Fox Communities Credit Union

990 • Fiscal year 2013 • EIN 39-0738415

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.FOXCU.ORG

View Organization Page

3401 East Calumet StreetAppleton, WI 54915

(920) 993-9000

Siviq Scores

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

Liabilities / Assets

44th percentile

0.89x

Higher debt load relative to assets than 44% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

65th percentile

19.57x

Higher debt load relative to revenue than 65% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Net Margin

85th percentile

23%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$823,598

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Asset Growth

72nd percentile

6.6%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

1.5%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$954,518,432

Up $59,131,267 (+6.6%) from 2012

Net Assets

Up

$102,431,203

Up $9,715,245 (+10%) from 2012

Liabilities

Up

$852,087,229

Up $49,416,022 (+6.2%) from 2012

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin85th percentile

Revenue

Up

$43,545,146

Up $638,521 (+1.5%) from 2012

Expenses

Up

$33,520,559

Up $211,224 (+0.6%) from 2012

Net Income

Up

$10,024,587

Up $427,297 (+4.5%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $760,862,524Liabilities 2010: $685,521,594Net Assets 2010: $75,340,9302010Assets 2011: $803,603,332Liabilities 2011: $720,886,261Net Assets 2011: $82,717,0712011Assets 2012: $895,387,165Liabilities 2012: $802,671,207Net Assets 2012: $92,715,9582012Assets 2013: $954,518,432Liabilities 2013: $852,087,229Net Assets 2013: $102,431,2032013Assets 2014: $1,013,365,585Liabilities 2014: $900,481,803Net Assets 2014: $112,883,7822014Assets 2015: $1,129,782,228Liabilities 2015: $1,003,116,860Net Assets 2015: $126,665,3682015Assets 2016: $1,260,749,733Liabilities 2016: $1,122,375,917Net Assets 2016: $138,373,8162016Assets 2017: $1,523,412,843Liabilities 2017: $1,352,310,147Net Assets 2017: $171,102,6962017Assets 2018: $1,673,784,772Liabilities 2018: $1,482,323,885Net Assets 2018: $191,460,8872018Assets 2019: $1,834,894,059Liabilities 2019: $1,624,519,937Net Assets 2019: $210,374,1222019Assets 2021: $2,452,637,306Liabilities 2021: $2,203,601,504Net Assets 2021: $249,035,8022021Assets 2022: $2,694,097,241Liabilities 2022: $2,471,501,191Net Assets 2022: $222,596,0502022Assets 2024: $3,009,910,815Liabilities 2024: $2,737,187,610Net Assets 2024: $272,723,2052024

Highlighted filing

2013

Assets$954,518,432
Liabilities$852,087,229
Net Assets$102,431,203
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

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

$200M$150M$100M$50M$0Expenses 2010: $42,526,7602010Revenue 2011: $43,352,611Expenses 2011: $35,950,197Net Income 2011: $7,402,4142011Revenue 2012: $42,906,625Expenses 2012: $33,309,335Net Income 2012: $9,597,2902012Revenue 2013: $43,545,146Expenses 2013: $33,520,559Net Income 2013: $10,024,5872013Revenue 2014: $44,676,759Expenses 2014: $34,088,563Net Income 2014: $10,588,1962014Revenue 2015: $47,017,694Expenses 2015: $35,545,508Net Income 2015: $11,472,1862015Revenue 2016: $52,110,940Expenses 2016: $40,367,319Net Income 2016: $11,743,6212016Revenue 2017: $67,588,843Expenses 2017: $49,612,823Net Income 2017: $17,976,0202017Revenue 2018: $74,524,425Expenses 2018: $53,934,537Net Income 2018: $20,589,8882018Revenue 2019: $84,223,252Expenses 2019: $67,317,993Net Income 2019: $16,905,2592019Revenue 2021: $94,748,931Expenses 2021: $69,130,050Net Income 2021: $25,618,8812021Revenue 2022: $104,390,989Expenses 2022: $86,125,979Net Income 2022: $18,265,0102022Revenue 2024: $180,612,334Expenses 2024: $156,030,301Net Income 2024: $24,582,0332024

Highlighted filing

2013

Revenue$43,545,146
Expenses$33,520,559
Net Income$10,024,587
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$45,205,245
Mission and Program Overview

Mission

We at fox communities credit union have a commitment to enrich the quality of life for our members through personalized financial services throughout their entire life cycle. The credit union is dedicated to the protection of our member's financial well-being and to operate in an economically sound manner. The credit union will provide an atmosphere of professionalism, friendliness and mutual trust. We shall remain strong in our involvement and support of our community's activities.

We at fox communities credit union have a commitment to enrich the quality of life of our members through personalized financial services throughout their entire life cycle. The credit union is dedicated to the protection of our member's financial well being and to operate in an economically sound manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$679,333,395$741,886,066▲ $62,552,671
Rtn Earn Endowment Incm Other Fnds$92,715,958$102,431,203▲ $9,715,245
Savings and Temporary Cash Investments$101,955,392$98,546,459▼ $3,408,933
Investments in Publicly Traded Securities$70,661,702$67,541,048▼ $3,120,654
Land, Buildings, and Equipment, Net$15,079,918$15,996,400▲ $916,482
Investments Other Securities$14,407,322$14,473,364▲ $66,042
Cash and Non-Interest-Bearing Accounts$6,486,121$6,223,927▼ $262,194
Prepaid Expenses and Deferred Charges$816,889$1,458,439▲ $641,550
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$895,387,165$954,518,432▲ $59,131,267
Other Assets Total$6,646,426$8,392,729▲ $1,746,303
Liabilities
Other Liabilities$674,875,361$707,368,665▲ $32,493,304
Mortgage Notes Payable Secured by Investment Property$119,703,427$132,835,678▲ $13,132,251
Accounts Payable and Accrued Expenses$5,482,418$9,124,445▲ $3,642,027
Escrow Account Liability$2,604,187$2,755,562▲ $151,375
Deferred Revenue$5,814$2,879▼ $2,935
Total Liabilities$802,671,207$852,087,229▲ $49,416,022
Net Assets / Fund Balance
Total Net Assets Fund Balance$92,715,958$102,431,203▲ $9,715,245
Total Liabilities and Net Assets / Fund Balance$895,387,165$954,518,432▲ $59,131,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,490,884$4,446,610$11,937,494
Land$6,332,594-$6,332,594
Equipment$1,029,597$2,310,188$3,339,785
Other Land Buildings$1,143,325$1,558,489$2,701,814
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg a HilbertCEOFT$287,460$536,138$823,598
Donald M VanevenhovenVP LendingFT$127,990$38,468$166,458
Bruce KotarekVP FinanceFT$116,629$23,687$140,316
Catherine HarvathVP MarketingFT$97,062$17,620$114,682
Nancy J KrahnVP Branch Member ServiceFT$109,322$4,952$114,274
David R ThoneVP of Internal OperationsFT$93,181$20,031$113,212

Board Members and Trustees

NameTitle
Alan TimmermanDirector
David CarneyDirector
Doug SchleyDirector
Fred VanhandelDirector
Joanne BogenschutzDirector
Mary ZitoDirector
Paul SipplDirector
Rich ScottDirector
Sharon GundersonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Of WiHealth Care Insurance-$1,982,507
Smet ConstructionBuilding Construction-$1,009,664
Cu AnswersCore Software Provider-$854,097
Vanvreede Tv & Appliances INCAdvertising Services-$427,675
Diebold INCAtm Security & Svc-$294,983
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,762,202
Investment Income
$1,782,944
Other Revenue
$0
Change in Net Assets
$10,024,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,291,172
Salaries, Compensation, and Employee Benefits$13,229,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$8,897,598
Interest---$3,489,832
Fees for Services Other---$2,173,006
Other Employee Benefits---$1,920,976
Current Officers, Directors, Trustees, and Key Employees---$1,472,540
Advertising---$1,429,659
Office Expenses---$1,369,650
Information Technology---$1,203,384
Occupancy---$1,081,268
Depreciation Depletion---$832,621
Payroll Taxes---$797,665
Insurance---$770,886
All Other Expenses---$566,073
Fees for Services Accounting---$156,693
Travel---$147,612
Pension Plan Contributions---$140,608
Other Expenses---$118,202
Fees for Services Legal---$112,052
Conferences and Meetings---$7,777
Total Functional Expenses$0$0$0$33,520,559
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 Shares$486,363,156
MEMBER CD'S$221,005,509
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 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

“The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (board of directors).”

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

“The board of directors are elected by the membership utilizing their one vote per member.”

Form 990, Part VI, Section B, Line 11

“A copy is reviewed at the board meeting.”

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

“Director, officer, and key employee accounts are reviewed and monitored through the internal audit process.”

Form 990, Part VI, Section B, Line 15

“Statewide salary survey information is reviewed and all salary recommendations are reviewed and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“All statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
39-0738415
Phone
9209939000

Signing Officer

Name
Bruce Kotarek
Title
Vice President
Phone
9209939000
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Kotarek
Formed
1937
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
364
Volunteers
9

Preparer

Preparer
Mary a Coates CPA
Phone
7158453111
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Reserves from merger with gbci cu december 31, 2013 310,341.”

Financial Statement Notes

PART IV, LINE 2B:

“Tax escrow accounts for credit union members”

Raw XML AppendixShowing 400 of 535 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP BRANCH MEMBER SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF INTERNAL OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP LENDING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-43605
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01616494
IRS990/GrossReceiptsAmt045205245
IRS990/GroupExemptionNum02157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01203384
IRS990/InsuranceGrp/TotalAmt0770886
IRS990/InterestGrp/TotalAmt03489832
IRS990/InvestmentIncomeGrp/ExclusionAmt01826549
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01826549
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt014407322
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014473364
IRS990/InvestmentsPubTradedSecGrp/BOYAmt070661702
IRS990/InvestmentsPubTradedSecGrp/EOYAmt067541048
IRS990/IRPDocumentCnt031134
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08315287
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015079918
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015996400
IRS990/LandBldgEquipCostOrOtherBssAmt024311687
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01660099
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE AT FOX COMMUNITIES CREDIT UNION HAVE A COMMITMENT TO ENRICH THE QUALITY OF LIFE FOR OUR MEMBERS THROUGH PERSONALIZED FINANCIAL SERVICES THROUGHOUT THEIR ENTIRE LIFE CYCLE. THE CREDIT UNION IS DEDICATED TO THE PROTECTION OF OUR MEMBER'S FINANCIAL WELL BEING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0119703427
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0132835678
IRS990/NetAssetsOrFundBalancesBOYAmt092715958
IRS990/NetAssetsOrFundBalancesEOYAmt0102431203
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-43605
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-43605
IRS990/NetUnrelatedBusTxblIncmAmt0-174429
IRS990/NetUnrlzdGainsLossesInvstAmt0-619683
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01081268
IRS990/OfficeExpensesGrp/TotalAmt01369650
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06646426
IRS990/OtherAssetsTotalGrp/EOYAmt08392729
IRS990/OtherChangesInNetAssetsAmt0310341
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01920976
IRS990/OtherExpensesGrp/Desc0DIVIDENDS PAID
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt03693078
IRS990/OtherExpensesGrp/TotalAmt12773305
IRS990/OtherExpensesGrp/TotalAmt2366074
IRS990/OtherExpensesGrp/TotalAmt3118202
IRS990/OtherLiabilitiesGrp/BOYAmt0674875361
IRS990/OtherLiabilitiesGrp/EOYAmt0707368665
IRS990/OtherSalariesAndWagesGrp/TotalAmt08897598
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0679333395
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0741886066
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0797665
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0140608
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0816889
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01458439
IRS990/PrincipalOfficerNm0BRUCE KOTAREK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031182021
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110359686
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2557
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031182021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110579624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2557
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0219938
IRS990/ProgSrvcAccomActy2Grp/Desc0FOX COMMUNITIES CREDIT UNION MADE FIRST MORTGAGE REAL ESTATE LOANS TO 2,022 OF OUR MEMBERS. WE PROVIDED $188,000,597 IN MORTGAGE LOANS TO THESE MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01245690
IRS990/PYOtherExpensesAmt021072674
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt041660935
IRS990/PYRevenuesLessExpensesAmt09597290
IRS990/PYSalariesCompEmpBnftPaidAmt012236661
IRS990/PYTotalExpensesAmt033309335
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042906625
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010024587
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt092715958
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0102431203
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101955392
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098546459
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt011705444
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt02604187
IRS990ScheduleD/BuildingsGrp/BookValueAmt07490884
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04446610
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011937494
IRS990ScheduleD/DistributionsDuringYearAmt011554069
IRS990ScheduleD/EndingBalanceAmt02755562
IRS990ScheduleD/EquipmentGrp/BookValueAmt01029597
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02310188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03339785
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt06332594
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06332594
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01143325
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01558489
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02701814
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0486363156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1221005509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEMBER CD'S
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TAX ESCROW ACCOUNTS FOR CREDIT UNION MEMBERS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015996400
IRS990ScheduleD/TotalLiabilityAmt0707368665
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0287460
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1127990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount046860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount111662
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt0137860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0295456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt18163
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt111196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0181756

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$954,518,432
Liabilities
$852,087,229
Net assets
$102,431,203
Revenue
$43,545,146
Expenses
$33,520,559
Net income
$10,024,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,010$2,737$273$181$156$24.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,694$2,472$223$104$86.1$18.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,453$2,204$249$94.7$69.1$25.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,835$1,625$210$84.2$67.3$16.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,674$1,482$191$74.5$53.9$20.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,523$1,352$171$67.6$49.6$18.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,261$1,122$138$52.1$40.4$11.7
2015Detailed filing. Detailed filing data is available for this year.$1,130$1,003$127$47.0$35.5$11.5
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,013$900$113$44.7$34.1$10.6
2013Detailed filing. Detailed filing data is available for this year.$955$852$102$43.5$33.5$10.0
2012Summary only. Only limited summary data is available for this year.$895$803$92.7$42.9$33.3$9.60
2011Summary only. Only limited summary data is available for this year.$804$721$82.7$43.4$36.0$7.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$761$686$75.3$42.5