Civic Intelligence

Prospera Credit Union

990 • Fiscal year 2020 • EIN 39-0744917

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileMYPROSPERA.COM

View Organization Page

4830 North Ballard RoadAppleton, WI 54913

(920) 882-4800

Siviq Scores

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

Liabilities / Assets

79th percentile

0.91x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

19.84x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$346,657

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Asset Growth

11th percentile

9.9%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-0.6%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$318,761,533

Up $28,823,054 (+9.9%) from 2019

Net Assets

Up

$27,214,812

Up $2,348,474 (+9.4%) from 2019

Liabilities

Up

$291,546,721

Up $26,474,580 (+10.0%) from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin68th percentile

Revenue

Down

$14,692,525

Down $86,158 (-0.6%) from 2019

Expenses

Up

$12,576,282

Up $283,644 (+2.3%) from 2019

Net Income

Down

$2,116,243

Down $369,802 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$400M$300M$200M$100M$0Assets 2010: $152,717,006Liabilities 2010: $142,247,491Net Assets 2010: $10,469,5152010Assets 2011: $145,850,279Liabilities 2011: $134,866,927Net Assets 2011: $10,983,3522011Assets 2012: $151,326,648Liabilities 2012: $139,239,882Net Assets 2012: $12,086,7662012Assets 2013: $159,293,275Liabilities 2013: $145,684,055Net Assets 2013: $13,609,2202013Assets 2014: $172,414,155Liabilities 2014: $157,716,573Net Assets 2014: $14,697,5822014Assets 2015: $187,425,909Liabilities 2015: $171,762,496Net Assets 2015: $15,663,4132015Assets 2016: $231,238,475Liabilities 2016: $212,256,628Net Assets 2016: $18,981,8472016Assets 2017: $241,272,866Liabilities 2017: $220,782,610Net Assets 2017: $20,490,2562017Assets 2018: $261,232,556Liabilities 2018: $238,465,121Net Assets 2018: $22,767,4352018Assets 2019: $289,938,479Liabilities 2019: $265,072,141Net Assets 2019: $24,866,3382019Assets 2020: $318,761,533Liabilities 2020: $291,546,721Net Assets 2020: $27,214,8122020Assets 2021: $346,117,362Liabilities 2021: $316,112,806Net Assets 2021: $30,004,5562021Assets 2022: $364,585,520Liabilities 2022: $334,666,236Net Assets 2022: $29,919,2842022Assets 2024: $364,845,312Liabilities 2024: $333,831,615Net Assets 2024: $31,013,6972024

Highlighted filing

2020

Assets$318,761,533
Liabilities$291,546,721
Net Assets$27,214,812
Open 2020 Filing

Operations Trend

Revenue Growth51st percentile

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

$30M$20M$10M$0Expenses 2010: $8,494,8242010Revenue 2011: $8,739,869Expenses 2011: $8,034,082Net Income 2011: $705,7872011Expenses 2012: $7,237,8972012Revenue 2013: $7,792,013Expenses 2013: $6,881,632Net Income 2013: $910,3812013Revenue 2014: $8,044,396Expenses 2014: $6,907,340Net Income 2014: $1,137,0562014Revenue 2015: $8,655,378Expenses 2015: $7,134,397Net Income 2015: $1,520,9812015Revenue 2016: $9,990,696Expenses 2016: $8,455,700Net Income 2016: $1,534,9962016Revenue 2017: $10,953,179Expenses 2017: $9,636,765Net Income 2017: $1,316,4142017Revenue 2018: $12,964,425Expenses 2018: $10,646,341Net Income 2018: $2,318,0842018Revenue 2019: $14,778,683Expenses 2019: $12,292,638Net Income 2019: $2,486,0452019Revenue 2020: $14,692,525Expenses 2020: $12,576,282Net Income 2020: $2,116,2432020Revenue 2021: $15,365,371Expenses 2021: $12,809,023Net Income 2021: $2,556,3482021Revenue 2022: $16,930,595Expenses 2022: $15,633,775Net Income 2022: $1,296,8202022Revenue 2024: $23,802,447Expenses 2024: $23,250,312Net Income 2024: $552,1352024

Highlighted filing

2020

Revenue$14,692,525
Expenses$12,576,282
Net Income$2,116,243
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$14,692,525
Mission and Program Overview

Mission

Prospera credit union is committed to helping our members prosper financially to enhance their quality of life. Prospera operates as a credit union promoting thrift, providing credit at a fair and reasonable cost and offering various other services to benefit its members.

A member-owned, not-for-profit, cooperative financial institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$231,800,544$243,928,138▲ $12,127,594
Savings and Temporary Cash Investments$33,574,006$44,048,624▲ $10,474,618
Rtn Earn Endowment Incm Other Fnds$18,344,056$20,692,530▲ $2,348,474
Land, Buildings, and Equipment, Net$5,896,209$7,224,432▲ $1,328,223
Investments in Publicly Traded Securities-$7,114,204-
Investments Other Securities$6,457,938$7,000,155▲ $542,217
Pd in Cap Srpls Land Bldg Eqp Fund$6,522,282$6,522,282→ $0
Cash and Non-Interest-Bearing Accounts$6,741,341$2,291,165▼ $4,450,176
Investments Program Related$653,811$1,101,513▲ $447,702
Accounts Receivable$306,200$774,581▲ $468,381
Prepaid Expenses and Deferred Charges$258,994$382,902▲ $123,908
Receivables From Officers Etc$265,685$324,000▲ $58,315
Intangible Assets$105,881$76,605▼ $29,276
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$289,938,479$318,761,533▲ $28,823,054
Other Assets Total$3,877,870$4,495,214▲ $617,344
Liabilities
Other Liabilities$263,413,529$289,420,849▲ $26,007,320
Accounts Payable and Accrued Expenses$1,658,612$2,125,872▲ $467,260
Total Liabilities$265,072,141$291,546,721▲ $26,474,580
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,866,338$27,214,812▲ $2,348,474
Total Liabilities and Net Assets / Fund Balance$289,938,479$318,761,533▲ $28,823,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,782,315$2,261,012$7,043,327
Equipment$473,675$2,578,362$3,052,037
Land$1,865,962-$1,865,962
Other Land Buildings$102,480$990,937$1,093,417
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila M SchinkeCEOFT$244,109$102,548$346,657
Jeff GarrettVP Investment ServicesFT$143,065$125,890$268,955
Michelle McclellandCFOFT$155,893$106,870$262,763
John SchemmCLOFT$124,096$84,550$208,646
Barb BerkenCOOFT$132,381$52,837$185,218
Kari ChristophChroFT$130,407$32,331$162,738
Jerry RamusVP Business LendingFT$131,151$6,551$137,702
Shonna PricketteAvp Business OperationsFT$103,588$30,928$134,516
Kristina FloresVP of MarketingFT$122,198$6,452$128,650

Board Members and Trustees

NameTitle
Scott BarrChairperson
Melissa BublitzVice Chairman
C Scott CopelandBoard Member
Heather BoyerBoard Member
Jill RonkBoard Member
Louis LicariBoard Member
Sue ReicheltBoard Member
Tim MacdowBoard Member
Jill UitenbroekSecretary
Tom CliffordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,079,627
Investment Income
$610,398
Other Revenue
$2,500
Change in Net Assets
$2,116,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,830,118
Salaries, Compensation, and Employee Benefits$5,731,564
Grants and Similar Amounts Paid$14,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,952,904
Current Officers, Directors, Trustees, and Key Employees---$1,466,094
Other Employee Benefits---$708,019
Advertising---$603,464
Office Expenses---$565,512
Other Expenses---$489,300
Depreciation Depletion---$364,668
Occupancy---$342,313
Payroll Taxes---$321,395
Information Technology---$293,863
Pension Plan Contributions---$283,152
All Other Expenses---$168,619
Fees for Services Accounting---$76,429
Fees for Services Management---$72,508
Fees for Services Legal---$60,258
Payments to Affiliates---$46,427
Insurance---$43,558
Grants to Domestic Orgs---$14,600
Travel---$11,042
Conferences and Meetings---$2,004
Total Functional Expenses$0$0$0$12,576,282
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$265,685$324,000▲ $58,315
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$289,420,849
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“The bylaws of the credit union were updated to include additional counties in section 1(b) article ii.”

Form 990, Part VI, Section A, Line 6

“The credit union is made up of individual members.”

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

“Credit union only has one class of members.”

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

“The cfo reviews. Once the final draft is prepared, it is shared with the ceo & directors.”

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

“Written records are kept and the board reviews as situations arise.”

Form 990, Part VI, Section B, Line 15

“Each year the ceo's performance is reviewed by the governance committee. The committee has a compensation policy that was approved by the board and they use this policy in determining compensation. Independent third party information that the committee may use is industry gathered data, through a third party, compease, the review process plus this independent information is then formulated into a recommendation to the board. The board then has the final approval for changes to compensation for the ceo. The ceo conducts annual performance reviews on the senior management team and the same compensation philosophy and third party source is used to determine compensation.”

Form 990, Part VI, Section C, Line 19

“Will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Prospera Credit Union
EIN
39-0744917
Phone
9208824800
Address
4830 NORTH BALLARD ROAD, APPLETON, WI 54913

Signing Officer

Name
Michelle Mcclelland
Title
CFO
Phone
9208824800
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Schinke
Formed
1934
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
86
Volunteers
9

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen
Phone
9203369850
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

“No, the process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“When necessary, property tax escrow accounts are held on behalf of members.”

Raw XML AppendixShowing 400 of 628 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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP INVESTMENT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13COO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP BUSINESS LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHRO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt18AVP BUSINESS OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08478
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt014600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08478
IRS990/GrossReceiptsAmt014692525
IRS990/GrossRentsGrp/RealAmt02500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0293863
IRS990/InsuranceGrp/TotalAmt043558
IRS990/IntangibleAssetsGrp/BOYAmt0105881
IRS990/IntangibleAssetsGrp/EOYAmt076605
IRS990/InvestmentIncomeGrp/ExclusionAmt0544908
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt057012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0601920
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06457938
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07000155
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0653811
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01101513
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07114204
IRS990/IRPDocumentCnt06323
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05830311
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05896209
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07224432
IRS990/LandBldgEquipCostOrOtherBssAmt013054743
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROSPERA CREDIT UNION IS COMMITTED TO HELPING OUR MEMBERS PROSPER FINANCIALLY TO ENHANCE THEIR QUALITY OF LIFE. PROSPERA OPERATES AS A CREDIT UNION PROMOTING THRIFT, PROVIDING CREDIT AT A FAIR AND REASONABLE COST AND OFFERING VARIOUS OTHER SERVICES TO BENEFIT ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024866338
IRS990/NetAssetsOrFundBalancesEOYAmt027214812
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08478
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08478
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0570
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02500
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt01930
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0232231
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0342313
IRS990/OfficeExpensesGrp/TotalAmt0565512
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03877870
IRS990/OtherAssetsTotalGrp/EOYAmt04495214
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0708019
IRS990/OtherExpensesGrp/Desc0DIVIDEND EXPENSES
IRS990/OtherExpensesGrp/Desc1SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt02093229
IRS990/OtherExpensesGrp/TotalAmt1889825
IRS990/OtherExpensesGrp/TotalAmt2707099
IRS990/OtherExpensesGrp/TotalAmt3489300
IRS990/OtherLiabilitiesGrp/BOYAmt0263413529
IRS990/OtherLiabilitiesGrp/EOYAmt0289420849
IRS990/OtherSalariesAndWagesGrp/TotalAmt02952904
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0231800544
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0243928138
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt046427
IRS990/PayrollTaxesGrp/TotalAmt0321395
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt06522282
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt06522282
IRS990/PensionPlanContributionsGrp/TotalAmt0283152
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0258994
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0382902
IRS990/PrincipalOfficerNm0SHEILA SCHINKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OTHER OPERATING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010267218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11422026
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21144593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31072322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4147926
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010267218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11432363
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21159798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31072322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4147926
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010337
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt115205
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt018350
IRS990/PYInvestmentIncomeAmt0732284
IRS990/PYOtherExpensesAmt06906529
IRS990/PYOtherRevenueAmt077271
IRS990/PYProgramServiceRevenueAmt013969128
IRS990/PYRevenuesLessExpensesAmt02486045
IRS990/PYSalariesCompEmpBnftPaidAmt05367759
IRS990/PYTotalExpensesAmt012292638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014778683
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0265685
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0324000
IRS990/ReconcilationRevenueExpnssAmt02116243
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt02500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018344056
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020692530
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033574006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044048624
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04782315
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02261012
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07043327
IRS990ScheduleD/EquipmentGrp/BookValueAmt0473675
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02578362
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03052037
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01865962
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01865962
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0102480
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0990937
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01093417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0289420849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WHEN NECESSARY, PROPERTY TAX ESCROW ACCOUNTS ARE HELD ON BEHALF OF MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07224432
IRS990ScheduleD/TotalLiabilityAmt0289420849
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0244109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1143065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2155893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3124096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4132381
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5130407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount049086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount158073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount225216
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount319046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount418098

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$318,761,533
Liabilities
$291,546,721
Net assets
$27,214,812
Revenue
$14,692,525
Expenses
$12,576,282
Net income
$2,116,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$365$334$31.0$23.8$23.3$0.55
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.$365$335$29.9$16.9$15.6$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$346$316$30.0$15.4$12.8$2.56
2020Detailed filing. Detailed filing data is available for this year.$319$292$27.2$14.7$12.6$2.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$265$24.9$14.8$12.3$2.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$261$238$22.8$13.0$10.6$2.32
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$241$221$20.5$11.0$9.64$1.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$212$19.0$9.99$8.46$1.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$187$172$15.7$8.66$7.13$1.52
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$158$14.7$8.04$6.91$1.14
2013Detailed filing. Detailed filing data is available for this year.$159$146$13.6$7.79$6.88$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$139$12.1$7.24
2011Summary only. Only limited summary data is available for this year.$146$135$11.0$8.74$8.03$0.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$142$10.5$8.49